Documente Academic
Documente Profesional
Documente Cultură
November 2005
Table of Contents:
Foreword . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2
Streamlining Organizations with BPM Technology . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3
The Case for BPM Technology . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3
High Return BPM Projects . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3
Customer-Facing Processes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4
HR and Other Internal Administrative Processes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4
Financial Operations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4
Conclusion . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9
About Verity . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9
Appendix: Case Studies for Cited Customer Testimonials . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10
Customer-Facing Processes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11
Customer Submittal Forms . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11
Customer Service Agreements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15
Automated Order Forms . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19
HR and Other Internal Administrative Processes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23
Automating HR Processes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23
Streamlining Data Processing Forms . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25
Financial Operations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29
Automated Purchase Requisitions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29
Sales Order Processing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 33
Mortgage Applications . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 37
Foreword
The goal of this document is to help corporations of all sizes
and across industries to identify areas where business process
management (BPM) technology can offer the greatest return
for their available resources today while providing a technology foundation to support future initiatives.
Perfectly suited for organizations with limited IT resources
and budget, this guide offers recommendations for advanced
technology solutions that dont require wholesale changes
to legacy systems or a brand-new enterprise-wide strategic
technology direction. To the contrary, this guide delivers
explicit advice on the kind of projects that can be embarked
upon quickly, that provide a quantifiable and well-established
return on investment, and that feature a technology framework
that supports organization-wide growth and expansion.
You can rely on Verity for expert advice in this area. We
have over 10,000 customers who have benefited from our
solutions for more than 10 years. This guide contains real
customer stories, complete with a discussion of the benefits
they have achieved and the forms and processes they have
implemented.
Regardless of size or industry, Veritys solutions can deliver
quantifiable ROI for your organization. We can deliver that
value by our unique approach of thinking big, starting small,
and delivering results quickly. The following paper will show
you how.
Best regards,
Anthony Bettencourt
CEO, Verity, Inc.
Publishers Note: Information contained in this document is intended for guideline purposes only. Verity product documentation supersedes information contained
in this document. The situations described in this document are offered as examples; actual configurations and results will vary from system to system.
Streamlining Organizations
with BPM Technology
The trends are clear. Enterprises in virtually every industry
across the globe are investing in business process management solutions to optimize their processes and drive better
business results. In terms of definition, business process
management (BPM) is the design, execution and optimization
of automated processeseverything from line-of-business
processes such as work orders, customer interactions, payroll
processing, order processing, and regulatory compliance
initiatives to core mission-critical processes such as payment
remittance, billing, product development and logistics.
BPM is not just electronic forms, business rules and
workflow. It also includes the automation of paper-based
processes. Successful implementations include the ability
to process both paper-based and electronic forms seamlessly,
without having to develop entirely separate processes for both.
Despite the prevalence of the Web and network access, most
organizations still need to provide efficient processeswhich
include paper forms.
The following questions will help you determine where business process management can provide you with operational
efficiencies:
Are you manually entering data that you receive on paper forms?
Do you have processes (e.g. HR functions, work orders, applications, etc.) that span across your enterprise systems, not just within
one system?
Do your defined processes have a large degree of variability?
Do you need to have traceable and auditable financial processes to
meet government mandates such as Sarbanes-Oxley and HIPAA?
Do you need to protect against employee termination litigation?
Customer-Facing Processes
Positive or negative customer impressions are often formed
as a result of a corporations ability to effectively manage
its business processes. Whether its insurance claim forms,
permit applications, satisfaction surveys, customer support
requests, or order forms, they all need to be collected from the
customer and processed quickly through internal systems to
assure a rapid response. These solutions need to handle both
paper and electronic forms, and they need to be go beyond
simply making the form downloadable from the Web. Most
companies are already doing that.
The better approach is to automate the complete processfrom
the initial gathering of customer information to its subsequent
internal processing. Equally important is the ability to
automate both paper- and electronic-based processes. Not all
citizens have access to the Web, and overall efficiencies cannot be generated from merely handling one interaction type.
BPM allows organizations to dramatically reduce data entry
costs, streamline internal operational processes, accelerate
the delivery of data and documents to back-end systems, and
employ automated business rules to reduce data errors. Using
BPM, corporations can support intelligent routing, tracking
and secure digital approval, all over the Internet. Once
the data is received from the customer, the process can be
handled entirely online.
This is a clear winner for automation, as noted by the following
real-life examples1:
Bruno Independent Living Aids uses content capture technology to automatically extract customer and product information from customer warranty cards. The system is integrated
with their customer relationship management system to
provide updated customer information and with their content
management system for archival and storage.
WW Group, the largest franchise group of Weight Watchers
International, has deployed an automated data collection
and distribution system for the forms collected at each Weight
Watchers meeting. Rather than manually entering and routing data, the information is automatically extracted off the
form and immediately made available to the Weight Watchers
staff and their members via a secure website.
Sonic Innovations, a manufacturer of medical hearing
devices, has deployed BPM content capture technology to
process order forms from their customersthe submitting
physician. The data on the form is automatically read and
validated through business rules, and then the information is
passed into the ERP system for actual manufacturing. The
system has enabled Sonic Innovations to reduce its order
processing time by 50%.
HR and Other Internal Administrative Processes
Internal operations within corporate offices are dominated
by numerous business-critical processes, including HR
forms, spending approval requests and document approvals.
Overview of Veritys
Solutions for BPM
Veritys content capture and business process management solutions provide organizations with powerful tools to
efficiently, effectively and expeditiously handle the aforementioned business challenges faced by companies of all sizes
and across all industries. Using Veritys content capture,
electronic form and BPM technology to automate these manually intensive processes, these organizations can deliver better
service with fewer resources.
Easily incorporated into existing processes, Verity offers the
only solution that can accommodate both paper and electronic
forms and documents. Veritys versatile content capture and
BPM technology enables organizations to leverage the advantages of online processes, while maintaining similar processes
and efficiencies for the potentially thousands of paper documents that are received via traditional mail or fax.
For most organizations, their specific process problems revolve
around answering the following questions: How do I gain
control over my paper-based processes, and then how do I
leverage the ubiquity of the Web and electronic processes to
gain further efficiencies?
TeleForm Reader
TeleForm Verifier
Data Storage
Repositories
Before TeleForm: Prior to implementing TeleForm, the organization was required to manually enter the information from
each form. The image below indicates the process.
Original
Paper
Archived
FAX
Original
Forms
Received Forms
Waiting for Entry
20 Full-time
Entry Clerks
Data
Stored
FAX
Onl
ine
Original
Forms
(Paper or
Electronic)
Superior Recognition At the core of TeleForm is a state-of-theart voting system that leverages advanced RecoFlex technology, an award-winning and neural-based recognition system.
TeleForms RecoFlex technology offers superior recognition for
hand-print, machine-print, check box, barcode and other input
formats, thereby eliminating manual interventions.
Enterprise Ready TeleForm is built for handling mission-critical
business processes in complex IT environments. From advanced
administrative capabilities, such as LDAP support and single signon to enterprise-strength security, TeleForm can handle any size
job in a wide range of IT environments.
LiquidOffice Integration TeleForm offers seamless integration
with LiquidOffice, Veritys enterprise-class BPM application, allowing customers to seamlessly manage the transition from paperbased processes to electronic ones.
Received
Forms
Processed
Daily
15 Fewer Data
Entry Clerks for
75% Reduction
Immediate
Access
to Data
The [TeleForm] system exceeded our expectations, and we are thrilled with the results. But the benefits go far beyond an ability to shift employees to more productive tasks. Since implementing TeleForm,
weve rolled out a series of new initiatives that have dramatically improved the way we do business
ideas we hadnt even imagined before TeleForm.
Amy Brosgold, vice president and CFO, WW Group (Weight Watchers franchise)
training,
Financial Benefit
First-year savings: $11,400
($250,000 in labor costs vs. $131,600 in TeleForm technology +
labor costs)
Second-year savings: $20,900
($250,000 in labor costs vs. $41,100 in TeleForm-assisted
labor costs)
Payback in months: 5 .5
(based on labor cost savings)
Two-year ROI: 207%
(based on a two-year total investment of $106,700 yielding a savings of $327,300)
LiquidOffice Designer
Internet
Accessed Online
Initiate Routing
Repository
LiquidOffice Designer
publishes in PDF, InfoPath or
HTML to the LiquidOffice Server.
Users access
LiquidOffice forms
through a secure
login.
CONCLUSION
Across the world, organizations of every size and in every
industry are experiencing severe cuts to their operational
budgets. As the private sector goes through this difficult time
of fiscal belt-tightening, many corporations are trying to find
innovative ways to cut costs to minimize the impact to operations and staffall while meeting the many initiatives being
mandated today. By enabling organizations to do more with
less, BPM technology from Verity helps corporations meet
these challenges.
Veritys BPM solutions offer organizations unique features that
allow them to reduce costs by converting existing paper forms
and documents into digital assets. By automating the collection and processing of all business processes, corporations can
be more efficient and productive with scarce resources, while
improving response times and data accuracy.
As the only BPM provider that supports both paper and digital
processes, Verity provides organizations with a powerful
solution for delivering outstanding customer service and
developing efficient processes regardless of their customers
ability to access electronic forms. Additionally, Verity is also
the only BPM provider to integrate enterprise search into its
applications, which enables real-time access to, and use of,
time-sensitive content throughout the process lifecycle.
With increased scrutiny on financial performance, Veritys
BPM solutions offer an excellent return on investment by
providing effective, efficient and flexible solutions that can
leverage existing and future technology investments. As organizations grow and change, Verity BPM solutions can adapt
and scale to meet new requirements. By leveraging advanced
content capture and Web technology, Verity can dramatically
improve efficiency while lowering costs.
In addition to its ability to reduce costs, increase efficiency
and improve service levels, Veritys solutions also provide the
essential tools to meet government mandates such as SarbanesOxley, HIPAA and other legislative mandates. BPM lets
organizations track approvals, reviewers, edits and business
activity at every step of a process, thereby providing the audit
trail required to meet these regulations.
In short, Verity enables organizations of all sizes to reduce
costs, improve service and maintain compliance by effectively
streamlining both paper and digital processes.
About Verity
Headquartered in Sunnyvale, California, Verity provides
enterprise search software that enables organizations to
discover, analyze and process all the information within their
enterprises. The companys solutions deliver integrated search,
classification, recommendation, monitoring and analytics
across the real-time flow of enterprise information, along with
self-service Q & A interfaces. In addition, Veritys business
Financial Operations
Automated Purchase Requisitions
Johnson Controls
Sales Order Processing
Bruno Independent Living Aids
Mortgage Applications
HomeBanc Mortgage Corporation
10
Verity in Action
www.888-3-florine.com
WW Group, Inc.
The WW Group deployed Verity TeleForm to automate the
data entry for 100,000 members attending 4,000 weekly
Weight Watchers meetings.
Each week, the WW group hosts approximately 4,000 meetings with over 100,000 members in attendance. At each
meeting, a tally form is filled in with summary information
about the meeting, such as staff names, number of members
attending, types of products and services purchased, and
dollar amount sold. This form is then mailed back to the WW
Groups headquarters in Farmington Hills, Mich.
WW Group, Inc.
Farmington, Michigan
Industry: Service
Application: Automated Data Collection
Challenge: Managing 4,000 weekly meetings with over 100,000 members in
attendance
Solution: Verity TeleForm
Results:
Automation of manual data entry for 100,000 members attending 4,000
weekly meetings
40% reduction of manual form processing cost
Increase of individualized communication to each member
Prior to implementing an automatic information capture solution, the information on the 4,000 weekly forms was manually keyed into WW Groups proprietary database using 5.5
full-time employees, totaling about 220 people-hours a week.
This was really the same process wed used for 30 years, said
Amy Brozgold, vice president and CFO of the WW Group.
And while we have effectively leveraged new technologies in
several ways, including Weight Watchers Internationals, www.
weightwatchers.com, the WW Groups, www.888-3-florine.
com, and Florine Marks, www.florineonline.com, we did not
enjoy the full potential of information capture until presented
with a better way using TeleForm.
The Solution
Verity predicted that by scanning and converting the handwritten, numeric-intensive forms into datacorrecting only
data that TeleForm could not detectthe company would
improve overall processing efficiency by at least 40 percent.
Beyond expertise in automated processing, (Verity) Consulting Services also offered a turnkey solution, said Brozgold,
This was an excellent option for us because we dont have
in-house technical resources to draw upon.
11
A key aspect of the implementation was its complete transparency to the companys staff in the field. The form (Verity)
designed in TeleForm was nearly identical to our original form,
said Brozgold. This was critical for us because trying to train
3,000 staff on a new process would have been very difficult.
Veritys initial prediction of at least a 40 percent time and
cost savings turned out to be accurate. The WW Group now
processes the same number of formsmore accuratelywith
just over two full-time employees instead of five and a half.
The system exceeded our expectations, and we are thrilled
with the results, said Brozgold. But the benefits go far
beyond an ability to shift employees to more productive tasks.
Since implementing TeleForm, weve rolled out a series of new
initiatives that have dramatically improved the way we do
business, ideas we hadnt even imagined before TeleForm.
Previously, all of the collected information was trapped in
the proprietary database and could not be easily extracted for
other uses. With TeleForm, collected information is processed
simultaneously into the proprietary application and to a new
Oracle database. Ready access to the data has allowed the
WW Group to use the information in new ways, including
making all the information collected on its 100,000 members
each week immediately available to staff and members via a
secure website.
Benefits of Verity
TeleForm has also added tremendous value to our telemarketing activities, said Brozgold. We receive thousands of
telephone calls from our members each day. With the newly
gleaned information we have obtained as a result of TeleForm,
we can bring up each members master information and attendance history as soon as the call comes into the call center,
and have it available at our fingertips as we talk to our members. This is extremely valuable, as it allows us to use the call
to update master information, such as address and email, and
we can actually discuss each members weight loss progress
with the most recent data.
2005 Verity, Inc. All rights reserved. Verity, the Verity logo, Ultraseek, TOPIC, KeyView, TeleForm, and Knowledge Organizer are registered trademarks. Verity Portal One, Verity LiquidOffice,
Verity LiquidCapture, Verity ProfilerTM are trademarks of Verity, Inc., in the United States and numerous other countries. All other trademarks or symbols are those of their respective owners.
Partnerships
partners@verity.com
Technical Support for Existing Customers
tech-support@verity.com
Verity, Inc.
894 Ross Drive, Sunnyvale, CA 94089
t. 408.541.1500
f. 408.541.1600
www.verity.com
TALLY SHEET
Area
Date
M
PAYROLL
(Please Circle)
Reg / Sub
Location #
Employee #
Weather
(Circle One)
Location Name
48733
Fr.#
1 2
Set-up
Name
Receptionist
Receptionist
Receptionist
Receptionist
Receptionist
Master Receptionist
Trainee
Other
(fill in
code)
Members
Rate
@
Scholarships [SC]
Other
Other
Other
10
11
12
13
14
(fill in code)
(fill in code)
(fill in code)
(1 Thru 9)
15
Other
16
Other
(fill in code)
17
18
Total
.
.
.
.
.
.
Pre-Reg. Members
Free LTM's
Reach Goal
Reach LTM
Members Remaining
REVENUE RECAP
Total Fees
Prepay Sales
(see back)
Product Sales
(see back)
Sub-Total
Less: Discount
Coupons
+ Over
- Short
A
B
C
C
D
E
Value
TOTAL
TOTAL
OUT
:
:
:
:
:
:
:
:
:
:
Back to Back 3
Back to Back 2
A$
(Fill in Bubble )
Code
Prepaid Members
D$
MEETING
REVENUE
.
.
.
.
.
.
DEPOSIT RECAP
.
.
Leader Check/
Money Order
(after fees)
Member Checks
Total Checks
Credit Cards
TOTAL BANK
DEPOSIT
Total
prepay coupons
redeemed
(fill in code)
.
.
.
.
.
.
.
.
.
Time
STATISTICS
TOTAL
N/A
6 am
9 am
11 am
1 pm
6 pm
4 pm
to
to
to
to
to
to
8:59 am 10:59 am 12:59 pm 3:59 pm 5:59 pm 7:59 pm
:
:
:
:
:
:
:
:
:
:
* Receptionist
Other
IN
(1 Only)
Leader
FEES
Holiday
.
.
.
.
.
.
.
.
.
.
.
M
U
S
T
E
Q
U
A
L
G $
Leaders Verification
of Deposit
13
48733
PREPAYMENT SALES
NO. Weeks
Qty. Sold
Price
Total Amt.
.00
.00
.00
.00
.00
.00
.00
.00
.00
.00
.00
@
@
@
@
@
@
@
@
@
@
@
Qty. Sold
$
$
$
TOTAL PREPAYS
PREPAID REDEMPTIONS
TYPE
Total Amt.
.00 $
.00 $
B$
TOTAL
Rate
Stamps
Prepay coupons
Active Life
Pre-Reg.
New Prepaid
Other
Other
.00
.00
.00
.00
.00
.00
.00
TOTAL
STAMPS
PRODUCT SALES
Product Code
Price
No. Sold
Amount
@
@
@
@
@
@
@
@
@
@
@
@
@
@
@
@
@
@
@
@
@
@
@
@
@
@
@
TOTAL
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
TOTAL PRODUCTS
C$
E (see front)
14
+/-
G
=
Verity in Action
www.nmfc.com
Network Multifamily
Alarm monitoring system data runs more efficiently for
Network Multifamily with Verity TeleForm.
To offer unparalleled value and service to owners and developers of multifamily properties, Network sought a way to further
automate the processing of application forms from residents
of its customers communities. The RASAs indicate whether
a resident accepts or declines Networks services, and are
completed as part of the rental process. RASAs also detail
vital information such as the name of the resident(s), address,
date of occupancy, and personal identification code (PIC) that
is shared with Networks alarm monitoring system,
Network Multifamily
Irving, Texas
http://www.nmfc.com/
Industry: Security/Utility
Application: Service Agreements
Challenge: Process 150,000 service agreements per year, quick data retrieval and
customer satisfaction were also necessary components
Solution: Verity TeleForm, RightFax software and servers, IMR image archive/
retrieval
Partner: Fox Systems
Results:
ROI in 18 months
Reduced data entry staff by one-third
Automatic form identification
More efficient customer service
Improved response time
The Solution
Network chose a solution involving TeleForm, a data imaging
and capture product from Verity, and RightFax software and
servers.
15
About Verity
Verity provides enterprise search software that enables organizations to discover, analyze and process all the information
within their enterprises. The companys solutions deliver
integrated search, classification, recommendation, monitoring
and analytics across the real-time flow of enterprise information. In addition, Veritys business process management and
content capture solutions activate information and accelerate
its flow from person to person and between systems. Verity
technology also serves as a core component of more than 260
applications from leading independent software vendors.
2005 Verity, Inc. All rights reserved. Verity, the Verity logo, Ultraseek, TOPIC, KeyView, TeleForm, and Knowledge Organizer are registered trademarks. Verity Portal One, Verity LiquidOffice,
Verity LiquidCapture, Verity ProfilerTM are trademarks of Verity, Inc., in the United States and numerous other countries. All other trademarks or symbols are those of their respective owners.
Partnerships
partners@verity.com
Technical Support for Existing Customers
tech-support@verity.com
Verity, Inc.
894 Ross Drive, Sunnyvale, CA 94089
t. 408.541.1500
f. 408.541.1600
www.verity.com
FAX 800-356-5285
Dallas Local FAX 972-934-2664
1. Property Name
2. Property ID
7. Apartment No.
8. Building No.
9. Zip Code
SECTION II. ACKNOWLEDGEMENT A PERSONAL ID CODE WILL BE USED BY ALL RESIDENTS FOR IDENTIFICATION
ANY CHANGE TO THE ABOVE INFORMATION IS THE SOLE RESPONSIBILITY OF THE RESIDENT AND MUST BE PRESENTED IN WRITING.
RESIDENT AGREES AND ACKNOWLEDGES THAT THE NETWORK MULTIFAMILY ALARM SYSTEM HAS BEEN DEMONSTRATED TO THE RESIDENT,
HAS BEEN TESTED BY THE RESIDENT, IS FULLY OPERATIONAL, AND RESIDENT UNDERSTANDS HOW TO USE THE SYSTEM. (RESIDENT AGREES
TO TEST THE SYSTEM FOR PROPER PERFORMANCE IMMEDIATELY UPON MOVE-IN AND THEREAFTER AT LEAST ON A MONTHLY BASIS.)
RESIDENT FURTHER UNDERSTANDS IT IS THE RESIDENT'S RESPONSIBILITY TO NOTIFY THE PROPERTY MANAGEMENT OR NETWORK
MULTIFAMILY, AS DESIGNATED BY THE CUSTOMER OR ITS AGENT, AND REQUEST REPAIR SERVICE IF THE ALARM SYSTEM BECOMES
NON-OPERATIONAL FOR ANY REASON. (RESIDENT HAS BEEN NOTIFIED WHOM TO CONTACT TO REQUEST REPAIRS. RESIDENT FURTHER
UNDERSTANDS THAT UPON REQUESTING REPAIR SERVICE NETWORK MULTIFAMILY WILL NOT PROCESS ALARM SIGNALS RECEIVED (IF
ANY) UNTIL REPAIRS HAVE BEEN COMPLETED.)
THIS RESIDENT AGREEMENT WILL AUTOMATICALLY CANCEL ALL DUTIES TO ALL PREVIOUS RESIDENTS REGISTERED TO THIS UNIT.
NOTE: ALLOW 7 TO 10 WORKING DAYS FOR MAILING AND HANDLING BEFORE MONITORING BEGINS.
SECTION III. ACCEPTANCE
RESIDENT(S) ACKNOWLEDGES THAT RESIDENT(S) HAS/HAVE READ AND UNDERSTANDS ALL __ PAGES OF THIS AGREEMENT,
PARTICULARLY PARAGRAPH 4.0, LIMITATION OF LIABILITY. I/WE ACKNOWLEDGE, UNDERSTAND AND AGREE TO ALL TERMS AND
CONDITIONS FOUND ON ALL __ PAGES OF THIS AGREEMENT, INCLUDING THE AMOUNTS OF PARAGRAPH 4.0.
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18
Verity in Action
www.sonici.com
www.sonici.com
Industry: Healthcare
Application: Processing order forms
Challenge: Reduce data entry labor and improve accuracy
Solution: Verity TeleForm Enterprise, Automerge Publisher, eForm Option,
Remote Capture
Partner: Integra Information Technologies
Results:
Tripled order entry capability with existing headcount
More efficient flow of information
Automation of order entry procedures
Data accuracy
At the completion of the data entry process the order form was
scanned and archived for easy viewing and reference. The
original order form and any coupons were then attached to a
Work Traveler form then released to the manufacturing floor
to process. Throughout the manufacturing process, the traveler
followed the product and at each step of the process, notes were
made on the order form. After the hearing aid was produced, the
modified order form was scanned in, replacing the original.
In the spring of 2001, Brad Peterson, Sonic Innovations IS
Manager called Dane Meuler, VP of Business Development of
Integra Information Technologies (www.integrainfotech.com) to
find out if there were faster scanners available to reduce the
manpower required to scan the records. It became apparent
that this was not just a matter of faster scanners but improving
the data entry process.
The Solution
Verity TeleForm was selected because of the ability to reduce
data entry time and increase accuracy by reading barcodes,
machine print (OCR), and hand print (ICR). TeleForm improves
accuracy by using these reading techniques combined with a
sophisticated verification process and a viewer that enables the
operator to easily compare the original data with the interpreted
data. A major benefit is the ability to embed business logic and
rules into the verification process, reducing both the required
skill level for doing the work and the rate of errors.
19
2005 Verity, Inc. All rights reserved. Verity, the Verity logo, Ultraseek, TOPIC, KeyView, TeleForm, and Knowledge Organizer are registered trademarks. Verity Portal One, Verity LiquidOffice,
Verity LiquidCapture, Verity ProfilerTM are trademarks of Verity, Inc., in the United States and numerous other countries. All other trademarks or symbols are those of their respective owners.
Partnerships
partners@verity.com
Technical Support for Existing Customers
tech-support@verity.com
Verity, Inc.
894 Ross Drive, Sunnyvale, CA 94089
t. 408.541.1500
f. 408.541.1600
www.verity.com
We sought a solution that would automate the process of collecting, verifying and exporting information from our order forms,
with an open architecture that would easily integrate with our
existing ERP system. said Brad Peterson.
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