Migrating to Kofax TotalAgility from Capture & Transformation

Kofax TotalAgility is a modern, mobile-friendly intelligent automation platform that is intended to be an omni-channel solution for intelligent data capture, digital workflow and case management, and process intelligence. This means TotalAgility actually combines the functionality found across Capture and Transformation into a single platform.

If you are a Kofax Capture and Kofax Transformation customer, you should consider migrating your solutions to TotalAgility rather than continuing to invest more resources into support, maintenance, and upgrades. In this webinar, our team will share important considerations as you evaluate a migration to TotalAgility, as well as outline which product components and data are automatically converted during a migration.

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Chad Tucker:
All right, everyone. Thank you for joining our webinar Wednesday here with RPI Consultants. Today, we have a webinar talking about migrating to Kofax TotalAgility from Kofax Transformation, and Kofax Capture.

We’re going to talk about some of the latest versions and features of Kofax Transformation and Kofax Capture and how those translate into Kofax TotalAgility and what different features you get from Kofax TotalAgility versus transformation and Kofax Capture.

Don’t forget to join us for some of our other upcoming webinars and office hours that we have next month. And we have the Perceptive Enhancement Pack 2 upgrade to discuss all of the features that come with that upgrade. We have another webinar, making OnBase and Infor Work Together. And then in August we have upgraded Process Director 7.8, and to talk about all the features of that upgrade. Additionally, we have some great office hours where we do some hands-on work. We have another rendition of Perceptive in ImageNow iScripts, which is a really good one. And then we have a new one with Microsoft Power Automate (Flow), so you can take advantage of your existing investment in Office365 and some of the automation tools that come with that. So today you…my name is Chad Tucker, Manager Solution Engineering. Over 10 years’ experience in process automation, formally a developer and system administrator, was in the Marines and I’m looking forward to the beach this weekend.

Alan Schefers:
Hello everyone. My name is Alan Schefers. I live here in California. I’m a golfer and a hockey fan. I was first certified in Kofax Capture way back in 2006 when it was Ascent Capture and the 4kTM. And I also have some knowledge of OnBase and Yoga.

And in today’s agenda, we’re going to basically go over what the newest versions of Kofax Capture and some of the features and also Transformation. And then Chad’s going to talk about the Kofax TotalAgility capabilities and features. The ‘Move-Up’ Program that Kofax is offering, and some of that migration considerations and planning. And then if you guys have any questions, we’ll go over any questions and have a pretty summary.

So, the latest information on Kofax Capture. Kofax Capture, as you all know, is a leading capture platform that basically does data capture, classification extraction. It can do barcodes, handprint, OMR, OCR, any kind of extraction that you need. It has a very tight integration with any kind of electronic documents through the use of the Kofax import connector. So, we can grab emails, web service calls, XML, mobile devices, faxes, if people’s still have fax machines out there. It also provides…it exports to your basic full range of ECM products, your ERPs, and your business process management and workflow solutions.

So, they’ve got all the bases covered there. The current version of the Kofax Capture is Kofax Capture 11.0.1 Service Pack 1 Fix Pack 1. And this first came out and the latest releases as of October of 2009, I believe it was the 10th. And some of the newer features, it allows you to do administrative login audits. So, you can see who’s been doing what.

Batch classes. There’s a separate database now for the user tracking statistics to run your reports. So, it doesn’t interfere with the size of your basic capture database. There’s a batch class versioning that is new. There’re some Security Boost enhancements for your active directory and single sign-on. They added a Scan Settings tab for the scanner in the scan interface and also the QC module and also the validation module. And there are some also some general enhancements for the VRS software, which is 5.1, I believe VRS elite. And they updated the ABBYY FineReader OCR engine also. And Kofax, just doesn’t really have any plans of discontinuing Kofax Capture and going strictly to KTA.


Alan Schefers:
So, a Kofax Transformation, everyone knows that it’s an add-on to Kofax Capture, and it does a lot of the heavy lifting for your extraction and your classification. It uses a lot of machine learning and artificial intelligence to perform that work. It also improves the information visibility by use of the validation form, is customizable. So, you can add tabs, you can add buttons and do pretty much anything you want with the validation form, which wasn’t the case in original Kofax validation. You could also reduce document classification, separation and data entry costs by using the trainable document separation. And you can also have a trainable document extraction also. So, you can, as you’re processing documents, the software will learn basically. And the next time you extract or separate that document you’ll have better results as you go. There’s also, you of course do increase productivity by not having to manually validate or key from image anymore. And they’ve also increased data quality for if you use the Search and Matching server which is an out-of-the-box solution for configuring your data look ups in your validation.

So, the current version of KTM is 6.3 Service Pack 1 Fix Pack 6, and this was released last month on the 15th. So, it’s fairly new. And some of the newer enhancements in this release it, does do a natural language processing. So, you can tell the sentiment in the text, there is an enhanced barcode engine. There’s a new fuzzy search database that you can use, which is much quicker. And they added a new address locator for finding vendor addresses on documents or customer addresses. And Kofax also doesn’t have any plans on discontinuing KTM either in the near future.

So, one of the use cases here at RPI, we’ve done a lot of is invoice processing. Here’s an example of a KTM validation form that we designed. So if you look at the upper left-hand corner, it extracts the PO number and then does a look up and it tries to match whether the PO is from that specific customer for the ticket to grab the vendor information and below that is where it extracts the invoice information. As you can see under the invoice tab here, it also does line item extraction, which is on the next tab.

Chad Tucker:
One of the things I really like about this form Alan, is that we have the OCR results right next to the fields, so that you can see exactly without having to go all the way over to the invoice image. You can see right there on the fields, next to the field where it pulled that off the document. So, if it mis-transposed a zero for an O or a five for an S or a one for an I, you can easily see what’s on the image and correct without having to search for it on the invoice. It’s a pretty cool feature of this form.

Alan Schefers:
And the second tab is the line item information that is returned from a lookup that we did to the customer’s ERP system. So, if the totals match, basically we do a line item and if the totals match, then this tab automatically turns green, and it will be exported to their ERP system as a posted invoice.

Chad Tucker:
Great. So I’m going to talk to you a little bit about some of the features of Kofax TotalAgility and kind of how they compare to what you just saw in Kofax Capture and Transformation, how they translate into TotalAgility and what additional features that Kofax TotalAgility has. So, we talked about how Kofax Capture has a Scan and Import, Kofax VRS, Kofax Transformation, all these connectors for exporting your data out. Well, if that continues to live on in Kofax TotalAgility, right? You still have all those same features, but they’re integrated into a platform that has other features such as web and mobile ready forms, process orchestration, dynamic case management, business rules, and, and continue to have out-of-the-box, third party integrations that are either web service-based, exporting of flat files, XML, CSVs, inserting into databases. What have you there.

The other add on things about Kofax TotalAgility that make it unique between Kofax Capture is that as an Intelligent Automation platform, you can add these boxes in green. You can add RPA into it. You can add electronic signature, you can add the mobile web SDKs, all as part of a single integrated platform, rather than having all different tools for different items. So, we’re going to talk a little bit more about your process orchestration, your case management and the business rules, which is really one of the main additions that KTA brings to the Kofax Capture and Transformation world. And this is all done through a low-code or no-code type of configuration. I’m going to show you