Workflow Solutions

The table below describes optional cost-saving workflow processes available with our integrated services offering.



FORM PHYSICAL

File from scan of physical form to Information System or scanned at outsource provider

FORM ONLINE

Data file from clearing system or in-house Information System

Transactions that generate: Confirms, Nightly Reports, Analysis Reports, Month-End Statements, Quarterly Statements, Year-End Statements, Year-End Tax T Forms

PowerParse™

PERFORM IMMEDIATE DATA AND RELEVANT DOCUMENT EXTRACTION OF KEY META DATA FOR XML INDEXING FROM YOUR PRINT STREAM

Stream-Miner™

SCANS AND EXTRACTS KEY XML META DATA WITHOUT AFFECTING SOURCE DATA

FleXML™

ENHANCES CONTENT AND PRESENTATION!
XML DOCUMENT COMPOSITION
OR
OPTIONAL AUGMENTATION
APPENDING MINED XML KEY DATA TO YOUR EXISTING PRINT STREAM

DocuMerge™

MERGE MULTIPLE DOCUMENTS FROM VARIOUS PRINT STREAMS OR DATA SOURCES AND FIND KEY DATA REFERENCES TO MAIL-MERGE

Optimizer™

SORTS DIGITAL DOCUMENTS FOR OPTIMIZED DISTRIBUTION

ELECTRONIC DOCUMENTS            AND/OR            PHYSICAL DOCUMENTS

                                
Secure-Print™
Confidential Client Documents

CLIENT RECEIVES CONFIRM OR STMT
IN THE MAILBOX
Private-Library™
XML Information Management DOXIM ARCHIVE

CLIENT COMES TO YOUR
WEB PORTAL
OpticalMEDIA™
CD/DVD ARCHIVE


NO MORE FICHE
NO MORE FILING
MAIL TO CLIENT
SATISFIED CLIENT
E-NOTIFY CLIENT
SATISFIED IA and CLIENT
SATISFIED BACK OFFICE
DocTelligence = Customer Satisfaction


Workflow Solutions  |  Workflow Analysis  |  Project Management  |  Digital Document Services