Transcript ViciDocs - Lotus & Domino.Doc integrations

Creating Info repositories
from documents
ViciDocs for BPO Companies
Typical Needs of BPOs
• As part of BPO, documents need to be managed
between the outsourcing company and the offshore
company.
• Multiple clients need to be managed by the BPO
Company
• Security of the documents has to be ensured so that
there is no unauthorized access of the documents to
other organizations.
• Quick turnaround times have to be managed.
• Appropriate process flow of the documents has to be
present in the system to check the status of the
documents at any point of time.
ViciDocs Features
ViciDocs is a comprehensive Document Management
System enabling Organizations manage their documents
very effectively.
The following are some of the broad level features of
ViciDocs base product.
• Robust capture process which allows the storage of
electronic as well as paper documents through
scanning.
• Provision for creating and managing folder hierarchy
for managing clients and their documents.
• Comprehensive security with various permissions like
ReadOnly, Write, Delete, FullControl, Owner etc.,
• OCR integration thus allowing the retrieval of text from
the scanned and electronic documents.
ViciDocs Features (contd…)
• Provision for entering metadata to the documents stored.
• Fulltext and MetaData Search on the documents stored in
the repository.
• Full fledged version control enabling the documents to be
tracked.
• Flexible workflow system enabling the users create
custom and flexible workflow templates.
• Web based search, retrieval and administration.
• Document conversion from image to various office
formats like Word, PDF, Excel, HTML etc.,
• Universal viewer which supports the display of around 150
different file formats without the native application.
• Support for integrating ViciDocs into other legacy
applications using API.
What is ViciDocs BPO
• ViciDocs-BPO has been designed with ViciDocs as the
base product to suit the BPO vertical requirements.
• This is a complete web based solution which enables
the BPO Company’s clients to store documents
automatically on the server.
• Data Entry and Quality check users can automatically
download the documents in a web based interface to
do their respective operations on the documents
uploaded.
• Comprehensive reports have been developed to track
the status of the documents at any given point of time.
ViciDocs-BPO Components
The following are the key components of ViciDocs-BPO
• Admin interface
• Auto Uploader
• Document Router
• Interfaces for different user types
• Client and Supervisor interfaces
Components – Admin Interface
The Admin interface allows the administrator to perform
the following actions.
• Create Clients with different priorities.
• Create users for different types of users like
Supervisor, Client, Data Entry, Quality Check etc.,
• Perform a user to client mapping for allowing
specific users to handle specific clients.
• Rules definition for routing the documents to specific
folders based on the document content for each
client separately.
• Configuring the server for the storage of the
documents, defining security, creating folders for
each client etc.,
Components – Auto Uploader
• Resides on the client machine for uploading the
documents.
• Inbuilt scanning component with options for
• Color Or Black&White
• Multiple resolutions.
• Flat Bed/ADF
• Single or Multi-Page documents
• Also, allows the monitoring of a specific folder, where
the client can keep storing the documents.
• Automatic upload of a new documents stored or
scanned.
• User configurable frequency of upload.
• Automatic archiving of documents after uploading.
• Supports Multiple instances on the same machine
Components – Document Router
• As and when documents are uploaded the Document
Router grabs the documents and OCRs them.
• Based on the text content of the documents, the admin
defined rules will be applied and the documents will be
routed to the appropriate folders.
• All documents which don’t satisfy the admin configured
rules will be stored in a default folder which can be
moved to any specific folder by the admin.
Components – User Interfaces
• User interfaces are provided for the Data Entry
operators, Quality Check personnel and if required CPA
kind of personnel for handling the documents.
• The users will have provision to view the documents for
a client one after the other in the viewer to do the Data
Entry in the corresponding package.
• Provision for entering the comments in case of
providing feedback to the next user in the queue of
handling the documents.
• Provision for moving the documents to the next user
automatically.
Components – User Interfaces (contd…)
• Provision for rejecting a document based on the data
entry by the QC users. The rejected documents will
automatically be sent back to the Data Entry users for
re entry of data.
• For CPA kind of users, provision to embed rubber
stamps on the image (Like Audited/Verified etc.,) thus
visually showing that a document is Audited.
• Reporting facility for each of the Data Entry, QC and
CPA users to check out the status of their documents
and the count of documents they have processed.
Client and Supervisor Interfaces
Elaborate reporting feature is provided for the Client
and Supervisor users for checking out the status of
various documents.
Reports can be generated based on
• Users who have done the Data Entry, QC, Auditing
etc.,
• Date range for Documents stored, Data entered,
Quality Checked, Audited etc.,
• Status of the documents like Data Entered, QC
Accepted, QC Rejected, CPA Audited etc.,
• Client whose documents have been processed –
this will be available for the supervisor.
Environment
Server
• Operating System: Windows 2000, 2003
• Web server: IIS with .NET platform.
• Database: SQL Server, Oracle etc.,
Client
• Operating System: Any windows machine like
Windows 98, NT, 2000, 2003, XP etc.,
• Browser: IE 5.0 or better.
Thank You
India Office
Vicisoft Technologies Pvt Ltd
H. No. 3-42-41, Adjacent to Plot No. 55
Samrat Colony, West Marredpally
Hyderabad – 500026
Tel(O): +91-40-27713167, 27713168
UAE Office
Vicisoft Technologies Fze
P.O. Box: 120864
Sharjah, U.A.E
Tel: +971-6-5572900
Fax: +971-6-5572100
Email: [email protected]
URL: www.vicidocs.com