DeliveryWare Solution Examples
DeliveryWare provides a broad range of capabilities all with one technology platform. Many DeliveryWare customers use it for multiple document automation solutions in different departments and lines of business.
Examples of DeliveryWare-based Solutions Include:
Multi-Channel Document Delivery and Receipt
Send and receive purchase orders, RFQs, invoices, remittance advice, order confirmations and other business documents directly from and into any system accurately and reliably saving time and reducing costs.
Document Formatting
Creates professional-looking invoices, purchase orders, timesheets and other business documents — including charts, graphs, barcodes and logos. Document formatting allows for dynamic personalization, and can consolidate information from multiple back-office sources.
Document Workflow
Rules-based routing and approval of outgoing and received documents via DeliveryWare's Web-based Document Manager.
Image Capture and Indexing
Capture faxes, emails, and scan images and extracts information for use within DeliveryWare archiving and workflow or external document management systems (Documentum, FileNet, IBM, OpenText, OnBase, and more).
Document Storage and Retrieval
Store, search, retrieve and track all invoices, quotes, statements, purchase orders, and other business documents sent from your enterprise application. Indexes allow authorized users to quickly sort large volumes of data to find the right document.
Sales Order Processing
Automate incoming sales orders regardless of source (fax, email, physical Mail, electronic exchange). Automated data extraction and validation integrates your current workflow process eliminating data entry, reducing errors and improving customer notifications.
Invoice Processing
Automate incoming supplier invoices regardless of source (fax, email, physical Mail, electronic exchange). Automated data extraction and validation integrates your current workflow process eliminating data entry, reducing errors and improving supplier notifications.
DeliveryWare Workflow
DeliveryWare provides workflow capabilities for incoming(faxes, email attachments, scanned documents) and outgoing documents with its integrated Document Manager. Documents requiring validation and approval are intelligently routed to users as determined by the Rules Designer. The same Web-based Document Manager is used to provide visibility and management to users of all delivered, received, and archived documents.
Document Workflow Made Easy
The sequence below shows how DeliveryWare is capable of providing workflow for any document-based business processes. DeliveryWare makes it easy to design and manage workflows for all incoming and outgoing documents.
DeliveryWare Image Recognition Module
DeliveryWare's Image Recognition software combines Optical Character Recognition (OCR), Optical Mark Recognition (OMR), barcode recognition, and handwriting recognition into one module. The Image Recognition Module has the power to convert faxed, emailed, or scanned images into text that can be easily uploaded into your ERP and legacy systems, increasing efficiency and reducing errors by eliminating manual data entry tasks associated with incoming email, faxes, or scanned images.
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Extracts data from inbound fax, email, and scanned documents using optical character recognition (OCR), optical mark recognition (OMR), barcode recognition (1D and 2D) and handwriting recognition (ICR). |
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Extracts data from inbound fax, email, and scanned images and converts it to text so that it can be used with other applications and for creating new business documents. |
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Extracts routing information from inbound fax, email, and scanned documents and automatically delivers the documents to the appropriate destinations. |
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Two Pre-Made voting OCR (machine print) recognition modules |
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Access to three individual OCR engines for application optimization |
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OCR-A, OCR-B, E-13B (MICR) |
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Two ICR (handprint) recognition modules |
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OMR (Checkbox) |
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Barcode recognition (1D and 2D) |
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DeliveryWare Data Interchange
DeliveryWare allows virtually any data to be mapped to an alternative format. The data can be captured from images, database queries, text, EDI, XML, or proprietary and formatted into another document or data type (i.e. EDI to XML), or converted to another file type. Captured data can also be inserted into databases with DeliveryWare's SQL Connector.
Use DeliveryWare data interchange for:
Capturing existing text data (i.e. PO or ASN) and converting to trading partner's preferred data type
Mapping XML and EDI data into formatted documents
Mapping XML to EDI and vise versa
Extracting data from images for mapping to XML for indexing or back-office data uploads or other document management systems
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The DeliveryWare Rules Designer is used to map captured data fields and format into other data types such as XML in the example above. |
DeliveryWare Archiving & Retrieval
DeliveryWare archiving capabilities allow you to store, search, retrieve and track all invoices, quotes, statements, purchase orders, and other business documents sent from your enterprise application. Indexes allow authorized users to quickly sort large volumes of data to find the right document. DeliveryWare has integrated archiving and retrieval that can be used to store all incoming and outgoing documents. Users securely access documents and messages from DeliveryWare's Web-based Document Manager.
Benefits of DeliveryWare Archiving
Reduce costs of manual filing and physical document storage
Empower employees to address customer or supplier issues rapidly
Ensure accurate and reliable document retention
Automatically capture, index and store documents while they are processed for delivery
Lower backup and administration overheads
Control user access to authorized documents
DeliveryWare's document and message archiving is seamlessly integrated with all DeliveryWare rules and connectors which allows any document received, processed, and delivered by DeliveryWare to be indexed, archived, and retrieved.
DeliveryWare Rules Designer
DeliveryWare makes document process automation manageable and easy by means of a unique intelligence technology called DeliveryWare Rules. DeliveryWare Rules recognizes text, XML, images, or print-stream data from any enterprise application. Based on this recognition, it automates document delivery, routing, workflow, capture, archiving, and more. Rules are created within the easy-to-use graphical DeliveryWare Designer. Together, DeliveryWare Designer and Rules accelerate document processing and revolutionize information delivery.
Document Process Automation Made Easy
The DeliveryWare Rules and Designer screen shots shown below (click to enlarge) show how DeliveryWare is capable of integrating with and managing any business application utput or document types. Within the single Rule Designer interface, any document or data type is captured and automated for delivery, workflow, storage, and integration.
With text files or print streams, DeliveryWare provides document recognition, segmenting, data capture, lookups, routing, etc. |
XML elements are automatically made available to integrated Crystal Reports (included) for document formatting.
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DeliveryWare Rules Designer recognizes and extracts data from image files including faxes, scan, and email attachments.
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Based on document content, DeliveryWare Rules automatically:recognizes the document type
identifies the recipient
uses document or data content and/or accesses any LDAP or ODBC database to retrieve appropriate destination information – email or IP address, fax or mobile phone number, URL, or street address
converts the documents into the delivery-appropriate format
applies formatting styles to transform application data into appealing e-documents
delivers documents via any delivery transport (email, web, fax, print, or wireless message) based on recipient preferences
routes documents to their destination using:
• recipient-defined preferences (email, web, fax, print, or wireless message)
• delivery-appropriate format (HTML, XML, PDF, TIFF, or text).
formats documents using:
• style sheets for modification of display attributes such as fonts, background images, and page setup while preserving the original document structure
• forms to restructure original document layout by applying constant or variable information to designated areas on a form template and incorporating graphical elements for a forms overlay.
• all of the above using integrated Crystal Reports (included)
DeliveryWare's Rule Designer has a convenient test mode allowing administrators to immediately verify that the rules they create produce the desired results including formatting, delivery, and notification. The same Rules Designer is used for working with inbound document processing including faxes, emails, or any document image.
DeliveryWare Document Formatting
DeliveryWare automates multi-format document delivery by means of a unique intelligence technology called DeliveryWare Rules. DeliveryWare Rules recognizes text, XML, or print-stream data from any enterprise application. Based on this recognition, it automates document addressing, formatting, and delivery. Rules are created within the easy-to-use graphical DeliveryWare Rules Designer. Companies use DeliveryWare's formatting capabilities to format and deliver purchase orders, invoices, supplier and customer letters, check printing, and report formatting.
Document Formatting and Delivery Made Easy
The sequence of DeliveryWare Rules and Designer screen shots shown below (click to enlarge) show how DeliveryWare is capable of integrating with any business application output. Unlike other integrations where special modifications are required to your reports, DeliveryWare Rules make it simple to capture, format, transform, and deliver your business critical documents.
In the Routing screen the user identifies data elements on the input document and assigns names to them as shown under the User Field branch. |
In the formatting step, the data elements captured are automatically made available to integrated Crystal Reports (included).
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DeliveryWare Rules extracts data, reformats and intelligently delivers your document within a single tool.
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Based on document content, DeliveryWare Rules automatically:recognizes the document type
identifies the recipient
uses document or data content and/or accesses any LDAP or ODBC database to retrieve appropriate destination information – email or IP address, fax or mobile phone number, URL, or street address
converts the documents into the delivery-appropriate format
applies formatting styles to transform application data into appealing e-documents
delivers documents via any delivery transport (email, web, fax, print, or wireless message) based on recipient preferences
routes documents to their destination using:
• recipient-defined preferences (email, web, fax, print, or wireless message)
• delivery-appropriate format (HTML, XML, PDF, TIFF, or text).
formats documents using:
• style sheets for modification of display attributes such as fonts, background images, and page setup while preserving the original document structure
• forms to restructure original document layout by applying constant or variable information to designated areas on a form template and incorporating graphical elements for a forms overlay.
• all of the above using integrated Crystal Reports (included)
recipient-defined preferences (email, web, fax, print, or wireless message)
• delivery-appropriate format (HTML, XML, PDF, TIFF, or text).
formats documents using:
• style sheets for modification of display attributes such as fonts, background images, and page setup while preserving the original document structure
• forms to restructure original document layout by applying constant or variable information to designated areas on a form template and incorporating graphical elements for a forms overlay.
• all of the above using integrated Crystal Reports (included)
DeliveryWare's Rule Designer has a convenient test mode allowing administrators to immediately verify that the rules they create produce the desired results including formatting, delivery, and notification. The same Rules Designer is used for working with inbound document processing including faxes, emails, or any document image.
Contact Merkur Group today to learn more about streamlining document-intensive processes and to discuss your specific needs. |
