We designed a solution that combined three Kofax products: Kofax Virtual ReScan captures and cleans scanned documents; Kofax Capture classifies and recognises structured documents; and Kofax Transformation Module indexes unstructured documents, such as numbered payment forms (known as BVR in Switzerland). With these components the solution automatically classifies and separates documents, extracts information for indexed zones, validates BVRs through algorithms and exports textual PDF files to the storage element. During the treatment, operators are able to perform quality control to complete document validation and indexation. Electronic documents are subsequently exported to SAP.
We developed a dedicated module to provide statistics and reports to help managers monitor solution usage: number of scanned documents per type; volume management; and non processed documents.
We organised this project using an incremental roadmap strategy. We began with the most valuable documents to show how efficient the solution would be and, based on this first success, we involved other departments with their own documents types. Today the solution treats more than 300,000 documents each year.