Introduction To Intelledox June 2010
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“Context Aware” Document Generation tools for enterprise level, on demand generation and distribution of smart forms, letters or documents of any variety.
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Introduction To Intelledox June 2010
- 1. INTRODUCTION TO INTELLEDOXJune 2010
- 2. COMPANY BACKGROUNDIndependent Software Vendor15 years experience in office automationSecond software commercialization successAustralian company – Offices in Singapore, UK and CanadaMultiple award winnerMicrosoft Gold Partner300 customers & 400,000 users
- 3. WHAT DO WE DOContext-aware technology (Gartner)“Leveraging information about the end user to improve the quality of the interaction". Automation of document-centric processesSpecialise in document generationAutomate complex business rulesCentralise and control contentStandardise brand and formatLeverage corporate data silosFacilitate multi-channel output
- 4. HOW WE ARE DIFFERENTTechnologyOpen standards based (Microsoft.net)No proprietary coding required for template development and managementApproachBusiness driven not IT drivenWeb-based drag-and-drop rules developmentUser-friendly Wizard for end user document assembly
- 5. OUR VISIONIntelledox is ‘disruptive technology’ Challenge - Traditional approaches to document automation and forms technologyDispute - Paradigm that paper-based form must = web formLeverage - Power of browser-based user interaction to streamline document creation
- 6. BUSINESS PROBLEMDocument chaosNo centralised control of repetitive document generation‘Copy and paste’ paradigm, propagation of errorsRisk No centralised control of content or brandExposure to document non-compliance
- 7. BUSINESS PROBLEM (2)InfrastructureInability to leverage corporate data silosSoftware upgrades break macro-driven templatesMarketingInability to align content to customer needsCostHigh cost of document generationHigh cost of supporting template development
- 8. TRADITIONAL INFORMATION FLOWTraditional focus = document managementIntelledox expanded focus on document lifecycle, optimising document creation to add value to document management
- 9. GAME CHANGERINPUTSOUTPUTSIntelledox ServerInward-facingWeb formsOutward-facingWeb formsTargeted Output(Marketing)Line of business systemsDocuments (PDF)DYNAMIC BUSINESS RULESRecordsManagement(Meta data)Data sourcesElectronic (eMail).XML(Data)
- 10. GAME CHANGERINPUTSIntelledox is a game changer.In essence Intelledox transforms unstructured inputs into structured outputsIntelledox has the ability to draw data inputs from a variety of sources: Line of business systems (ERP, CRM, Workflow, ERMDS)
- 11. Enterprise specific databases/Legacy applications
- 12. Internal (enterprise) intelligent web forms for data collection
- 13. External (public) intelligent web forms for data collectionInward-facingWeb formsOutward-facingWeb formsLine of business systemsData sources
- 14. GAME CHANGERThe Intelledox rules engine provides a powerful and intuitive interface to create and manage business rules. Delivers the following benefits: Business Unit centric – allows business users to create and manage business rules
- 15. Zero reliance on IT – Business Rules are created using a ‘drag & drop’ management interface, and required NO CODE
- 16. Dramatically reduces template creation and management timeIntelledox ServerDYNAMIC BUSINESS RULES
- 17. GAME CHANGEROUTPUTSIntelledox can deliver outputs to a variety of sources as required: Word
- 18. PDF
- 19. Electronic mail (email)
- 20. Targeted output for mass mailing
- 21. Data feeds to line of business systems (ERP, CRM, HIS, Workflow, EDRMS)
- 22. XML data feeds for consumption by other systems/processesTargeted Output(Marketing)Documents (PDF)RecordsManagement(Meta data)Electronic (eMail).XML(Data)
- 23. Intelledox – business transformerINPUTSOUTPUTSIntelledox ServerInward-facingWeb formsOutward-facingWeb formsTargeted Output(Marketing)Line of business systemsDocuments (PDF)DYNAMIC BUSINESS RULESRecordsManagement(Meta data)Data sourcesElectronic (eMail).XML(Data)
- 24. INTELLEDOX COMPONENTSContentTextObjectsImagesContentTextObjectsImagesLayoutFormattingStylesRulesIntelledoxIntelledoxIntelledoxIntelledoxIntelledoxInternetWeb FormsWeb Forms3rd Party Application3rd Party ApplicationInternetDatabase (CRM)Database (CRM)eMailPostScripteMailPostScriptMS WordAdobe PDF.XMLMS WordAdobe PDF.XML
- 25. INTELLEDOX COMPONENTSIntelledox has been specifically designed to manage layout, content & business rules as separate modules.This provides the maximum level of flexibility and allows layout, content or business rules to be adjusted without impact on other elements used in the dynamic generation of documents. Intelledox essentially has three components. LayoutFormattingStylesIntelledoxLayout:Intelledox utilises source layout for document generation from Microsoft Word. All layout, fonts, and overall look and feel of the targeted document are managed using Microsoft Word. Only basic Word skills are required, and a working knowledge of the “bookmarks” functionality is required to fully manage document design.
- 26. INTELLEDOX COMPONENTSContentTextObjectsImagesContentTextObjectsImagesIntelledoxIntelledoxContent:Document content is managed by the Intelledox Document Library. All document fragments – text, logos, images, multimedia fragments – used during document generation are stored in the Document Library. This library can reside within Intelledox, or in a separate defined database in another location.Document fragments can be managed and edited as required by users based on permissions defined by Intelledox. Once updated, all templates that use the particular document element will utilise the newly adjusted content.
- 27. INTELLEDOX COMPONENTSRulesIntelledoxRules EngineBusiness rules can be created or amended via an easy to use interface. Business users can manage business rules, and no programming (code) is involved in the creation or amendment of business rules. The Intelledox “Designer” module allows easy ‘drag and drop’ creation of business rules.
- 28. INTELLEDOX COMPONENTSIntelledox can gather data from 3rd Party applications. Or from smart web forms, and other line of business applications (CRM/ERP/HIS). Intelledox dynamically utilises this data based on business rules for document generation to a range of output formats.IntelledoxIntelledoxInternetWeb Forms3rd Party ApplicationDatabase (CRM)eMailPostScriptMS WordAdobe PDF.XML
- 29. INTELLEDOX – PUTTING IT ALL TOGETHERContentTextObjectsImagesContentTextObjectsImagesLayoutFormattingStylesRulesIntelledoxIntelledoxIntelledoxIntelledoxIntelledoxInternetWeb FormsWeb Forms3rd Party Application3rd Party ApplicationInternetDatabase (CRM)Database (CRM)eMailPostScripteMailPostScriptMS WordAdobe PDF.XMLMS WordAdobe PDF.XML
- 30. SUCCESS STORYTradelinkeTrade (Digital Trade and Transport Network)50,000 export / import customers20 million documents per annum throughputSupporting paper-based to electronic trade80% efficiency gain : time, cost and control1st to achieve LOB integration (DTTN)Gearing up as Intelledox reseller
- 31. SUCCESS STORYAXA3000 financial plannersCentralised control & complianceGenerates complex investment advice documentsReduced time from 7 hours to 40 minutesContent accuracy and ease of managementIncreased end user valueFull metrics reporting
- 32. SUCCESS STORYCivil Aviation Safety Authority1500 staffDisplaced expensive code-heavy template solution (internal template development)Displaced Adobe LiveCycle (external web form)Up to 80% reduction in template developmentSiebel interoperabilityIntegration with TRIM (RMDS), and Changepoint work flow
- 33. SUCCESS STORYBHP BillitonUse Case 1: HR contracts automationReplace complex manual Word document manipulationUse Case 2: Procurement ContractsMigrate from existing customer developed VBA solutionExpect 80% reduction in document generation costs
- 34. SUCCESS STORYSydney WaterCustomised Water Management ToolContext-aware applicationSupports one-to-many engagement Delivers customised “Best Practice Guidelines” based on industry sector, and specific water use priorities24 x 7 customer accessAllows real time updates of water usage metrics and researchSignificant savings in document productionPhase 1 now live
- 35. SUCCESS STORYStockland LeasingAutomated leasing document generationReduced template management loadIntegration with Siebel and JDE via BizTalkIntegration with ObjectiveStockland PropertyReplaced HotDocs for property contract generationGovernment ABN web services validation for 100% accuracyUp to 90% reduction in contract generation timeIntegration with Objective
- 36. Recent engagementsFaHCSIAContract automation & workflowNew Zealand Transport AgencyDriver’s Licence Correspondence workflowAQISAudit management and reporting State Government Driver licensing workflowTier 1 Federal AgencyComplaint management workflowDefence sectorDocument assembly & generation
- 37. RETURN ON INVESTMENTAXA – Statement of Financial AdviseSOA generation time cut from 7 hours to 40 min250 SOAs generated per dayAverage cost for Adviser assistant p.a. = $40,000
- 38. THANK YOU & CONTACT DETAILS
Editor's Notes
- #11: Intelledox is a game changer.In essence Intelledox transforms unstructured inputs into structured outputsIntelledox has the ability to draw data inputs from a variety of sources: Line of business systems (ERP, CRM, Workflow, ERMDS) Enterprise specific databases/Legacy applications Internal (enterprise) intelligent web forms for data collection External (public) intelligent web forms for data collectionThe Intelledox rules engine provides a powerful and intuitive interface to create and manage business rules. Delivers the following benefits: Business Unit centric – allows business users to create and manage business rules Zero reliance on IT – Business Rules are created using a ‘drag & drop’ management interface, and required NO CODE Dramatically reduces template creation and management timeIntelledox can deliver outputs to a variety of sources as required: Word PDF Electronic mail (email) Targeted output for mass mailing Data feeds to line of business systems (ERP, CRM, Workflow, ERMDS) XML data feeds for consumption by other systems/processes
- #12: Intelledox is a game changer.In essence Intelledox transforms unstructured inputs into structured outputsIntelledox has the ability to draw data inputs from a variety of sources: Line of business systems (ERP, CRM, Workflow, ERMDS) Enterprise specific databases/Legacy applications Internal (enterprise) intelligent web forms for data collection External (public) intelligent web forms for data collectionThe Intelledox rules engine provides a powerful and intuitive interface to create and manage business rules. Delivers the following benefits: Business Unit centric – allows business users to create and manage business rules Zero reliance on IT – Business Rules are created using a ‘drag & drop’ management interface, and required NO CODE Dramatically reduces template creation and management timeIntelledox can deliver outputs to a variety of sources as required: Word PDF Electronic mail (email) Targeted output for mass mailing Data feeds to line of business systems (ERP, CRM, Workflow, ERMDS) XML data feeds for consumption by other systems/processes
- #13: Intelledox is a game changer.In essence Intelledox transforms unstructured inputs into structured outputsIntelledox has the ability to draw data inputs from a variety of sources: Line of business systems (ERP, CRM, Workflow, ERMDS) Enterprise specific databases/Legacy applications Internal (enterprise) intelligent web forms for data collection External (public) intelligent web forms for data collectionThe Intelledox rules engine provides a powerful and intuitive interface to create and manage business rules. Delivers the following benefits: Business Unit centric – allows business users to create and manage business rules Zero reliance on IT – Business Rules are created using a ‘drag & drop’ management interface, and required NO CODE Dramatically reduces template creation and management timeIntelledox can deliver outputs to a variety of sources as required: Word PDF Electronic mail (email) Targeted output for mass mailing Data feeds to line of business systems (ERP, CRM, Workflow, ERMDS) XML data feeds for consumption by other systems/processes
- #14: Intelledox is a game changer.In essence Intelledox transforms unstructured inputs into structured outputsIntelledox has the ability to draw data inputs from a variety of sources: Line of business systems (ERP, CRM, Workflow, ERMDS) Enterprise specific databases/Legacy applications Internal (enterprise) intelligent web forms for data collection External (public) intelligent web forms for data collectionThe Intelledox rules engine provides a powerful and intuitive interface to create and manage business rules. Delivers the following benefits: Business Unit centric – allows business users to create and manage business rules Zero reliance on IT – Business Rules are created using a ‘drag & drop’ management interface, and required NO CODE Dramatically reduces template creation and management timeIntelledox can deliver outputs to a variety of sources as required: Word PDF Electronic mail (email) Targeted output for mass mailing Data feeds to line of business systems (ERP, CRM, Workflow, ERMDS) XML data feeds for consumption by other systems/processes
- #15: Intelledox has been specifically designed to manage layout, content & business rules as separate modules.This provides the maximum level of flexibility and allows layout, content or business rules to be adjusted without impact on other elements used in the dynamic generation of Intelledox essentially has three components. Layout:Intelledox utilises source layout for document generation from Microsoft Word. All layout, fonts, and overall look and feel of the targeted document are managed using Microsoft Word. Only basic Word skills are required, and a working knowledge of the “bookmarks” functionality is required to fully manage document designContent:Document content is managed by the Intelledox Document Library. All document fragments – text, logos, images, multimedia fragments – used during document generation are stored in the Document Library. This library can reside within Intelledox, or in a separate defined database in another location.Document fragments can be managed and edited as required by users based on permissions defined by Intelledox. Once updated, all templates that use the particular document element will utilise the newly adjusted content.Rules EngineBusiness rules can be created or amended via an easy to use interface. Business users can manage business rules, and no programming (code) is involved in the creation or amendment of business rules. The Intelledox “Designer” module allows easy ‘drag and drop’ creation of business rules.Intelledox can gather data from 3rd Party applications.Or from smart web forms, and other line of business applications (CRM/ERP).Intelledox dynamically utilises this data based on business rules for document generation to a range of output formats.
- #16: Intelledox has been specifically designed to manage layout, content & business rules as separate modules.This provides the maximum level of flexibility and allows layout, content or business rules to be adjusted without impact on other elements used in the dynamic generation of Intelledox essentially has three components. Layout:Intelledox utilises source layout for document generation from Microsoft Word. All layout, fonts, and overall look and feel of the targeted document are managed using Microsoft Word. Only basic Word skills are required, and a working knowledge of the “bookmarks” functionality is required to fully manage document design.Content:Document content is managed by the Intelledox Document Library. All document fragments – text, logos, images, multimedia fragments – used during document generation are stored in the Document Library. This library can reside within Intelledox, or in a separate defined database in another location.Document fragments can be managed and edited as required by users based on permissions defined by Intelledox. Once updated, all templates that use the particular document element will utilise the newly adjusted content.Rules EngineBusiness rules can be created or amended via an easy to use interface. Business users can manage business rules, and no programming (code) is involved in the creation or amendment of business rules. The Intelledox “Designer” module allows easy ‘drag and drop’ creation of business rules.Intelledox can gather data from 3rd Party applications.Or from smart web forms, and other line of business applications (CRM/ERP).Intelledox dynamically utilises this data based on business rules for document generation to a range of output formats.
- #17: Intelledox has been specifically designed to manage layout, content & business rules as separate modules.This provides the maximum level of flexibility and allows layout, content or business rules to be adjusted without impact on other elements used in the dynamic generation of Intelledox essentially has three components. Layout:Intelledox utilises source layout for document generation from Microsoft Word. All layout, fonts, and overall look and feel of the targeted document are managed using Microsoft Word. Only basic Word skills are required, and a working knowledge of the “bookmarks” functionality is required to fully manage document designContent:Document content is managed by the Intelledox Document Library. All document fragments – text, logos, images, multimedia fragments – used during document generation are stored in the Document Library. This library can reside within Intelledox, or in a separate defined database in another location.Document fragments can be managed and edited as required by users based on permissions defined by Intelledox. Once updated, all templates that use the particular document element will utilise the newly adjusted content.Rules EngineBusiness rules can be created or amended via an easy to use interface. Business users can manage business rules, and no programming (code) is involved in the creation or amendment of business rules. The Intelledox “Designer” module allows easy ‘drag and drop’ creation of business rules.Intelledox can gather data from 3rd Party applications.Or from smart web forms, and other line of business applications (CRM/ERP).Intelledox dynamically utilises this data based on business rules for document generation to a range of output formats.
- #18: Intelledox has been specifically designed to manage layout, content & business rules as separate modules.This provides the maximum level of flexibility and allows layout, content or business rules to be adjusted without impact on other elements used in the dynamic generation of Intelledox essentially has three components. Layout:Intelledox utilises source layout for document generation from Microsoft Word. All layout, fonts, and overall look and feel of the targeted document are managed using Microsoft Word. Only basic Word skills are required, and a working knowledge of the “bookmarks” functionality is required to fully manage document designContent:Document content is managed by the Intelledox Document Library. All document fragments – text, logos, images, multimedia fragments – used during document generation are stored in the Document Library. This library can reside within Intelledox, or in a separate defined database in another location.Document fragments can be managed and edited as required by users based on permissions defined by Intelledox. Once updated, all templates that use the particular document element will utilise the newly adjusted content.Rules EngineBusiness rules can be created or amended via an easy to use interface. Business users can manage business rules, and no programming (code) is involved in the creation or amendment of business rules. The Intelledox “Designer” module allows easy ‘drag and drop’ creation of business rules.Intelledox can gather data from 3rd Party applications.Or from smart web forms, and other line of business applications (CRM/ERP).Intelledox dynamically utilises this data based on business rules for document generation to a range of output formats.
- #19: Intelledox has been specifically designed to manage layout, content & business rules as separate modules.This provides the maximum level of flexibility and allows layout, content or business rules to be adjusted without impact on other elements used in the dynamic generation of Intelledox essentially has three components. Layout:Intelledox utilises source layout for document generation from Microsoft Word. All layout, fonts, and overall look and feel of the targeted document are managed using Microsoft Word. Only basic Word skills are required, and a working knowledge of the “bookmarks” functionality is required to fully manage document designContent:Document content is managed by the Intelledox Document Library. All document fragments – text, logos, images, multimedia fragments – used during document generation are stored in the Document Library. This library can reside within Intelledox, or in a separate defined database in another location.Document fragments can be managed and edited as required by users based on permissions defined by Intelledox. Once updated, all templates that use the particular document element will utilise the newly adjusted content.Rules EngineBusiness rules can be created or amended via an easy to use interface. Business users can manage business rules, and no programming (code) is involved in the creation or amendment of business rules. The Intelledox “Designer” module allows easy ‘drag and drop’ creation of business rules.Intelledox can gather data from 3rd Party applications.Or from smart web forms, and other line of business applications (CRM/ERP).Intelledox dynamically utilises this data based on business rules for document generation to a range of output formats.
- #20: Intelledox has been specifically designed to manage layout, content & business rules as separate modules.This provides the maximum level of flexibility and allows layout, content or business rules to be adjusted without impact on other elements used in the dynamic generation of Intelledox essentially has three components. Layout:Intelledox utilises source layout for document generation from Microsoft Word. All layout, fonts, and overall look and feel of the targeted document are managed using Microsoft Word. Only basic Word skills are required, and a working knowledge of the “bookmarks” functionality is required to fully manage document designContent:Document content is managed by the Intelledox Document Library. All document fragments – text, logos, images, multimedia fragments – used during document generation are stored in the Document Library. This library can reside within Intelledox, or in a separate defined database in another location.Document fragments can be managed and edited as required by users based on permissions defined by Intelledox. Once updated, all templates that use the particular document element will utilise the newly adjusted content.Rules EngineBusiness rules can be created or amended via an easy to use interface. Business users can manage business rules, and no programming (code) is involved in the creation or amendment of business rules. The Intelledox “Designer” module allows easy ‘drag and drop’ creation of business rules.Intelledox can gather data from 3rd Party applications.Or from smart web forms, and other line of business applications (CRM/ERP).Intelledox dynamically utilises this data based on business rules for document generation to a range of output formats.