Dell EMC Documentum
We Take Content Seriously.

Capture:

Captiva transforms electronic and paper documents into application-ready information to support modern workflows.

Achieve Surprising Efficiency

Capture technology offers new opportunities to gain efficiency, improve customer satisfaction, and slash end-to-end cycle times.

Bring much-needed efficiency to document collection and validation. With robust distributed capture and advanced recognition capabilities, there is no reason to throw money away on courier charges, wait days or weeks for documents to arrive, force people to spend hours on mind-numbing tasks like re-keying information, or waste time dealing with exceptions due to invalid document collection.

Giving knowledge workers access to real-time capture services from their work stations allows them to process documents and images faster, more intensively. Embracing process-driven capture technologies means these workers no longer need to ‘adapt’ to an outdated mailroom model.

What Can This Do For My Industry?

• Financial Services
  • Expedite loan and claims documentation.
• Energy & Engineering
  • Apply tags and field notes to content assets for search and discovery.
• Public Sector
  • Collect constituent documents and data without increasing staff.
• Healthcare
  • Streamline patient intake forms to create automated downstream billing.

Reclaim Floor Space

Turning paper into searchable images is a proven, cost-effective and far more efficient way to manage information.

Scanning paper, digitizing the content and delivering it to a content management system ensures that information is organized, preserved and easily accessible. Organizations can further mitigate risk by ensuring paper documents are incorporated into an electronic records management and archiving solution that includes integrated search and retrieval. Benefits include full-text and attribute search for all managed assets in a secure repository, which also allows the association of related records to produce a complete file of relevant information.

What Can This Do For My Industry?

• Financial Services
  • Implement records management for physical documents.
• Life Sciences
  • Preserve lab notebooks for future research and review.
• Public Sector
  • Protect valuable constituent records. Accelerate FOIA responses.
• Healthcare
  • Transform patient files into secure, searchable images.

Embrace a 'Mobile First' Model

Mobile capture has become a must-have capability for modern business applications in every industry.

Mobile engagement is no longer optional for many businesses. Capture of transactional information and supporting documentation with mobile devices is required. However, simply accepting digital images from mobile phones can burden business platforms in expensive waysâ€"image sizes are enormous, quality is poor, and the ability to apply traditional image processing to them is limited.

Mobile capture when done properly improves the quality of ingestion and dramatically reduces cycle times. Enabling validation at the point of capture can save days of frustrating back-and-forth communication.

What Can This Do For My Industry?

• Financial Services
  • Enable mobile check deposits, claims processing, wet signatures.
• Energy & Engineering
  • Apply tags and field notes to content assets for search and discovery.
• Public Sector
  • Collect constituent documents and data without increasing staff.
• Healthcare
  • Streamline patient intake forms to create automated downstream billing.

Rediscover Past Knowledge

Images contain a wealth of information that can be mined for intelligence and insight â€" provided you have the technology to extract it.

When computers and storage were 100 times more expensive, controlling costs meant sacrificing image quality. As costs have come down, the value of information has become paramount. Today, reprocessing of images with full-text OCR can yield valuable data. Transforming large image files to user-friendly formats such as PDF allows you to redistribute information on your organization’s website and or use it in a Hadoop analytics program.

What Can This Do For My Industry?

• Financial Services
  • Analyze mortgage and claims histories.
• Energy & Engineering
  • Analyze historic test data.
• Public Sector
  • Analyze tax receipts and other scanned images.
• Healthcare
  • Analyze patient and billing records.

Communicate:

Document Sciences xPression transforms enterprise communications for delivering consistent, compelling, and personalized interactions across all channels.

Reduce Operational Costs

Industry-leading technology lets you use familiar authoring tools to create content for multi-channel distribution-print, email, web and mobile device.

Automating the creation and distribution of communications in electronic formats saves time, paper and postage costs. It also eliminates manual processes, dramatically reduces cycle times, and improves service levels. And by leveraging familiar authoring tools, business users can quickly develop and maintain document templates without relying on IT, which means you can accelerate time-to-market and reduce labor costs typically associated with document development.

What Can This Do For My Industry?

• Financial Services
  • Create client correspondence, loan origination, claims processing, policy generation.
• Energy & Engineering
  • Generate billing notices, alerts, customer service.
• Public Sector
  • Produce constituent correspondence, eligibility notices, policy announcements, application forms.
• Healthcare
  • Expedite patient correspondence, billing statements, wellness information, appointment reminders and notices.

Consolidate and Standardize

Standardizing on a single, process-driven platform for the entire organization allows you to eliminate numerous, redundant document-generation systems.

With a single enterprise platform for document creation and distribution, all business communications will be consistent, brand compliant, and aligned to the customers' preferences, even as their preferences change over time. And if your organization maintains separate document-generation add-ons to each core system, consolidating onto a single platform will dramatically reduce operating costs and complexity.

What Can This Do For My Industry?

• Financial Services
  • Generate statements, correspondence, claims processing, policy generation.
• Energy & Engineering
  • Automate creation and distribution of invoices.
• Public Sector
  • Create constituent correspondence, eligibility notices, case worker communications.
• Healthcare
  • Expedite billing notices, patient correspondence.

Improve the Customer Experience

Today, organizations must be capable of communicating different messages through different channels, in an intelligent, context-sensitive way.

Customers and prospects increasingly expect communications to be highly relevant and personalized to them, as well as delivered in the manner and channel they prefer, whether mobile, email, or print. An organization that provides highly personalized and customized communications on each customer's preferred delivery channel will improve its ability to acquire new customers, while retaining and upselling existing customers.

What Can This Do For My Industry?

• Financial Services
  • Improve customer on-boarding, loan servicing, claims processing, account statements, correspondence.
• Energy & Engineering
  • Generate service notices, alerts, statements.
• Public Sector
  • Automate constituent correspondence, on-boarding, eligibility notices, policy changes.
• Healthcare
  • Communicate group benefits, summary of benefits, explanation of benefits, patient correspondence.

Reduce Risk and Ensure Compliance

Real-time communications are often required in time-sensitive business functions; however many document systems lack the controls needed to ensure compliance.

Create and reuse centrally controlled content that's been pre-approved for use. Automate archiving and implementation of retention policies through out-of-the-box integration with leading enterprise content management systems and a variety of archiving systems. Shorten approval processes and improve accuracy by automatically routing documents to legal, compliance and other departments for review and approval.

What Can This Do For My Industry?

• Financial Services
  • Expedite accident and medical claims, trade confirmations, contracts, policies.
• Energy & Engineering
  • Automatically generate contracts, change notices.
• Life Sciences
  • Produce test results and notices, regulatory submissions, product announcements.
• Public Sector
  • Create tax notices, termination and renewal notices, program notices and updates.
• Healthcare
  • Expedite medical records, test results, billing correspondence.

Process:

Documentum xCP automates and orchestrates business processes for greater efficiency, consistent quality, and faster cycle times.

Eliminate Inefficiencies

Case management is a far different and far better approach than attaching documents to old-school BPM processes.

Email and other ad hoc processes lead to inconsistent results, insufficient audits, and tasks falling through the cracks. Case management allows individuals to understand who needs to take action and when, and what other information is also available from enterprise systems. This approach drives consistent, high-quality decisions and is particularly attractive for companies in highly regulated industries.

Companies report dramatic reductions in cycle times-from days to minutes-with more consistent results and increased throughout, without adding staff.

What Can This Do For My Industry?

• Financial Services
  • Streamline loan management.
• Life Sciences
  • Empower medical call center response teams.
• Public Sector
  • Collect and orchestrate attestations across the agency; handle FOIA requests.
• Healthcare
  • Handle payment and insurance disputes.

Eradicate Improper Work Assignment

Reduce cycle times, improve process quality, and increase customer satisfaction by assigning documents to the correct work queue.

Companies report that 30% of documents get assigned to the wrong work queue. Case management systems, on the other hand, are uniquely able to apply routing decisions based on logic and content, eliminating this "tax" on business processes.

Combine the benefits of capture and case management prior to assigning the work items to the enterprise systems. This saves valuable cycle time by eliminating routing miscues, and reducing the drag on valuable subject matter experts who are otherwise forced to research and reassign improper work items.

What Can This Do For My Industry?

• Financial Services
  • Efficiently handle forms and claims processing.
• Public Sector
  • Process tax returns and other forms.
• Healthcare
  • Resolve payment and insurance disputes.

Maximize Scarce Resources

Content automation delivers significant results in the form of increased capacity, reduced risk, and greater compliance.

Some processes-patent applications, drug submissions, contracts, etc.-naturally funnel to scarce subject matter experts. These SMEs are too often overworked, and their time is extremely valuable. Unfortunately, it is impossible to hire more of them. Worse, many systems burden these resources with tedious tasks that could be handled by others.

Content automation addresses the unique requirements of these situations. One customer reported the ability to submit 6,000 patent applications and technical whitepapers over the previous 2,500.

What Can This Do For My Industry?

• Financial Services
  • Create M&A pitchbooks and underwriting flows.
• Life Sciences
  • Efficiently manage clinical studies.
• Public Sector
  • Expedite policy decisions.
• Healthcare
  • Write and distribute patient guidelines.

Deliver Consistent Communications

An increasing focus on customer experience is driving organizations to adopt multi-channel communication, tuned to customers' preferences.

Today, interactions between customers and organizations commonly take many forms-voice, text, fax, email, letters, web forms, etc. However, customers are often required to communicate with the medium most convenient for the company. Aligning to customer preference is now a competitive advantage.

Rather than swapping out current systems, companies are setting up process-driven communication subsystems. One insurance company is using this technique to replace all siloed communications platforms and improve preference-based interactions.

What Can This Do For My Industry?

• Financial Services
  • Distribute policy communications, billing reminders.
• Public Sector
  • Handle FOIA requests.
• Healthcare
  • Expedite patient correspondence, billing statements, wellness information, appointment reminders and notices.

Dynamically Assemble Cases

Case management binds content together with automation to provide the ability to create complete cases with minimal searching and clicking.

The tedious and risky process of manually gathering relevant material generally involves a person with multiple application windows open, searching and then assembling the case file. In the end, questions remain: Does the case file contain everything? Is it of a consistent format? Can the results be reproduced?

By contrast, case management allows individuals to automate the process of pulling the right information together. One financial services company used this approach to create mortgage cases to resolve a class action suit.

What Can This Do For My Industry?

• Financial Services
  • Analyze mortgage and claims histories.
• Energy & Engineering
  • Review historic test data.
• Public Sector
  • Gather and analyze tax receipts.
• Healthcare
  • Assemble and review patient and billing records

Trust:

How can you be sure your content is safe, accessible only by the right people, and handled according to policies? Trust is built in to everything we do.

Having the Right Tools

Proper security is a great place to establish a foundation of integrity, but it can't replace modern compliance and retention controls.

Marking a document "read-only" is a simple way to establish immutability. However, this practice does nothing to establish future findability, ensure long-term access, or control storage cost. And it establishes a save-everything-for-always approach that can lead to even greater risk.

Implementing retention policy services and/or records management provides all organizations-not just those in regulated industries-with hard cost savings from storage reduction as well as cost avoidance from reduced audit costs and lowered organizational risk.

What Can This Do For My Industry?

• Financial Services
  • Streamline loan handling.
• Life Sciences
  • Empower medical call center response teams.
• Public Sector
  • Collect and orchestrate attestations across the agency. Handle FOIA requests.
• Healthcare
  • Handle payment and insurance disputes.

Using the Right Tools Properly

Having systems in place won't help you if people choose to ignore them. Integrations that are transparent to users offer a better solution.

There's an ongoing struggle between the benefits of tighter controls and the effort required to achieve that goal. Mandates achieve short-term gains, but they often see declining participation over time.

A new strategy is gaining traction. By moving trusted content management behind the applications people use to create and access documents, you can place controls on those documents and make records management a by-product of normal activity-without users even knowing. Classification, retention controls, and more can be made part of the work pattern.

What Can This Do For My Industry?

• Financial Services
  • Manage legal documentation.
• Public Sector
  • Process tax returns and other forms.
• Healthcare
  • Resolve payment and insurance disputes.

Proving the Right Tools are Used Properly

Trust is hard to acquire and easy to lose. You know what is right, but can you prove that it is sufficient?

According to AIIM, the biggest risks from poor information governance are excess litigation costs, loss of intellectual property, and damage to reputation. In fact, 24% of survey respondents report they have had a compliance issue around litigation and discovery in the last two years. Proper strategies in records handling and world-class tools provide the foundation, but the real test comes when your organization must provide evidence to support the actions of the business. Responding to these requests shouldn't be time consuming or costly.

What Can This Do For My Industry?

• Financial Services
  • Create M&A pitchbooks and underwriting flows.
• Life Sciences
  • Efficiently manage clinical studies.
• Public Sector
  • Expedite policy decisions.
• Healthcare
  • Write and distribute patient guidelines.