Grow your business with the new OpenText Capture product strategy July 8, 2019 | Christopher Wynder | Daren Gardner OpenText Confidential. ©2019 All Rights Reserved. 1 What’s in it for you! OpenText is announcing a new Capture product strategy to provide our partners with a portfolio of products that provide maximum value to customers. This new strategy aligns our engineering efforts to the market, and includes significant changes to existing capture product lines. We will give you the tools and training to blossom with OpenText Capture. Learn about our new strategy, what it means for your existing customers, and how you can best position your business to grow along with us! OpenText Confidential. ©2019 All Rights Reserved. 2 Agenda •Where is the Capture market? •OpenText Capture Strategy •What this means for your business •What is coming •How are we going to help you sell? OpenText Confidential. ©2019 All Rights Reserved. 3 Information is key to sustaining and growing enterprises 2.5 quintillion bytes of data are created per day from sources such as: • 170K new LinkedIn users • 23 billion texts • 230 billion emails • 1.5M Skype® calls …all of which can contribute to business success. Yet, most enterprise capture solutions fall short of keeping up with the new types of content: • Less than 2/3 of new information is captured and organized properly Globally, this is resulting in $1T in lost revenue across all industries.... OpenText Confidential. ©2019 All Rights Reserved. 4 Enterprises need information organized without intervention Omni-channel ingestion Initiate and update process Expand availability Classify Reduced risk Extract Data EIM Validate & Match Start the clock Ensure accessibility OpenText Confidential. ©2019 All Rights Reserved. 5 They are looking for a single Process Initiation solution Basic Capture • Optical Character Recognition • Connecting to a Scanner • Electronic files • Email Attachments Processing • Keyword extraction • Document classification • Connecting content to business process Connections • Placing content into Content Services • Using existing content services metadata • API and SDKs for additional applications In short, the market wants more than just Capture. It has to be smart enough to do tedious tasks. OpenText Confidential. ©2019 All Rights Reserved. 6 OpenText Capture provides an intelligent solution that matches the market’s need Capture Intelligent Automation Cloud integration Document capture Web and social capture Routing integration Artificial Intelligence/ Machine learning In-app workflow 3rd party Cloud AppWorks OpenText Cloud Any Lead Application Connected processes Web services Databases On-Premise OpenText Confidential. ©2019 All Rights Reserved. 7 Simplifying our portfolio to accelerate innovation Current Capture Portfolio On-prem 3rd Party cloud Moving Forward OpenText Captiva Combined into a single product OpenText Intelligent Capture OpenText Capture Center OpenText LEAP SNAP Cloud Continual enhancement OpenText Capture Service under single name OpenText Vendor Invoice Management for SAP SAP OpenText Business Center for SAP Expansion of the capture services and on-premise options OpenText Core Capture Common capture service for all SAP solutions OpenText Confidential. ©2019 All Rights Reserved. 8 Intelligent Capture provides a single platform to automate process initiation Ease of use, ability for the system to recognize possible updated versions (forms, contracts, marketing materials, etc.) Automation of records management requires clear definition of document type, age of document as defined by regulations. Delete or Archive Use existing process tags, LOB descriptors, automate metadata via text extraction. Business processes are a continuous circle of information generation, use and update Use Ease of sharing, “folksonomy” to enable search. Connected to line of business apps (ERP, HRIS, EMR, CRM, etc) Find/ Evaluate OpenText Confidential. ©2019 All Rights Reserved. 9 Capture strategy synopsis Future direction and guidance OpenText Confidential. ©2019 All Rights Reserved. 10 A complete solution for On-prem and Customer managed cloud Current Capture Portfolio On-prem Party cloud OpenText Captiva Moving Forward Intelligent Capture Platform Combined into a single product 3rd OpenText Capture Center Multi-site users, distributed QA, OpenText Intelligent Capture Intelligent Capture Real-Time “Headless capture”, Cloud add-on for iCap platform OpenText LEAP SNAP Cloud Continual enhancement OpenText Capture Service under single name OpenText Vendor Invoice Management for SAP SAP OpenText Business Center for SAP Expansion of the capture services and on-premise options OpenText Core Capture Common capture service for all SAP products OpenText Confidential. ©2019 All Rights Reserved. 11 Building a Capture platform for the next generation Capture Capture PlatformPlatform (Captiva)(Captiva) CaptureFlow (Captiva) CaptureFlow (Captiva) Capture Web Client (Captiva) Client (Captiva) MobileCapture CaptureWeb (Captiva) From Captiva OpenText Real-Time CaptureMobile RESTCapture Services(Captiva) (Captiva) Intelligent Smart Data Entry (OCC: SCE, TAC) Real-Time Capture (Captiva) Capture Smart Data Lookup (OCC: SnapMatch) From Capture Center From OpenTe xther products Smart Data Recognition Engines (CRELookup / CDE /(OCC: AR) SnapMatch) Adaptive Technologies (ART / ACT / PAL) Smart Data Entry (OCC: SCE) Easy Profile Configuration (OCC) Recognition (CRE / CDE / Machine Learning Engines (SAP: IES) AR) Artificial Intelligence (Magellan) Coming Soon Intelligent Process Operational use cases Automation Smart Data Entry (OCC: (Magellan, AppWorks, TAC) rd 3 party systems) Adaptive Technologies (ART / OpenTextACT / PAL) Intelligent Easy Profile Configuration Capture (OCC) EIM Integration Machine Learning (SAP: IES) (Content Server, Artificial Intelligence Extended ECM, Info Gov use (Magellan) cases Documentum) OpenText Confidential. ©2019 All Rights Reserved. 12 Matching brand to buyer-reinforcing OpenText partner markets Capture Imaging Toolkits Capture Recognition Toolkits Capture Platforms Use PixTools name for all capture imaging toolkits: • PixTools for .Net (same) • PixTools for Web (formerly Captiva Cloud Capture Toolkit) • PixTools for Mobile (formerly Captiva Mobile SDK) Keep Capture as part of name: • Capture Recognition Engine (same) • Capture Document Reader (same) • Capture Full Page Reader (same) Rebrand capture platforms that are becoming basis for new product lines: • Intelligent Capture (formerly Captiva) • Core Capture (formerly Snap) Benefit: Differentiates OpenText toolkits from our platform and cloud services Benefit: Ensures that potential OEM customers understand the type of capture toolkit they are buying Benefit: . Highlights the value of the new combined feature set to our enterprise customers OpenText Confidential. ©2019 All Rights Reserved. 13 Intelligent Capture provides benefits for all enterprises Capture everything Distributed Capture • One product, all departments • PII aware • Low user touch Classify content Protect & connect Advanced Recognition Secured connections • Automatically route • Automate metadata • User aware • Encrypted connections OpenText Confidential. ©2019 All Rights Reserved. 14 What to sell to whom OpenText Confidential. ©2019 All Rights Reserved. 15 Finding the right product for partner-led sales capture 1. Existing customer? 2. Standalone capture or embedded into LOB or process 3. Generic or highly customized? 4. SAP? 5. Invoicespecific Yes Vendor Invoice Management for SAP No Business Center for SAP Yes Generic Stand-alone Highly customized No Capture/ Process Automation Embedded Yes No Intelligent Capture Intelligent Capture Real-Time Sell Add-On Licenses for Intelligent Capture Sell Add-On Licenses for Capture Center OpenText Confidential. ©2019 All Rights Reserved. 16 The full Intelligent Capture enables partners to focus on selling process initiation OpenText Product Potential PS for Partners Customer Line Of Business Intelligent Capture Real-Time Intelligent Capture Platform Profiles Customer Web Server Optional Load Balancer REST Server(s) Batches Intelligent Capture Server Intelligent Capture Module Services OpenText Confidential. ©2019 All Rights Reserved. 17 Intelligent Capture Real-Time only is a microservice base that partners can position “touch-less capture” Stripped-down Intelligent Capture Server included with Real-Time Line of Business Application REST Server Mobile App Intelligent Capture Module Services Intelligent Capture Module Services Real-Time Server comes with unlimited volume for: • • • • • DocType enumeration Image conversion Image processing Barcode recognition Data population/validation OpenText Confidential. ©2019 All Rights Reserved. 18 Intelligent Capture bundles-on premise capture recommendations Intelligent Capture Standard Server All Standard Server Bundles include: ◦ One (1) Standard Capture Server with 100K pages per year (PPY) server page volume ◦ One (1) ScanPlus Client ◦ One (1) Attended Client Intelligent Capture Enterprise Server All Enterprise Server Bundles include: ◦ One (1) Enterprise Capture Server with 1 ◦ ◦ ◦ We recommend adding the Advanced recognition SKUs for all deals. The Intelligent Capture Standard Bundle can be used for new customer deals where OCC would have been sold ◦ ◦ ◦ million PPY server page volume One (1) ScanPlus Client & one (1) Attended Client Three (3) non-production servers for development, test & disaster recovery ScaleServer capability (requires purchase of additional Enterprise Servers) MS Cluster support (active/passive) Web Services (SOAP & REST) Support for Web Client (requires Enterprise Server) OpenText Confidential. ©2019 All Rights Reserved. 19 Cloud Capture solutions Current Products for OpenText Partners OpenText Confidential. ©2019 All Rights Reserved. 20 Meeting customer needs for cloud capture Moving Forward 3rd Party cloud OpenText Cloud OpenText Intelligent Capture OpenText Core Capture Intelligent Capture Platform Multi-site users, distributed QA Intelligent Capture Real-Time “Headless capture”, Cloud add-on for iCap platform Core Capture Basic capture[OCR, metadata], headless capture services Core Capture for ______ Specific lead application capture (SAP, Salesforce, etc) OpenText Confidential. ©2019 All Rights Reserved. 21 Full Intelligent Capture in private cloud Basic Capture Processing • Image cleanup • Optical Character Recognition • Index creation • Classification • Sorting based on classification • Text extraction for use in Other systems Connections • APIs • Dedicated connectors to partner systems Market view of Intelligent Capture Native workflow CaptureFlows workflow engine • Routing of documents • Direct notifications for: • Users • Systems Automation • Machine learning for classification • Machine learning for workflow • Connectors for Full AI engineMagellan OpenText Confidential. ©2019 All Rights Reserved. 22 Intelligent Capture platform for 3rd party cloud UI and basic capture QA Classification, Extraction Engines (OCR), Machine Learning Integrations and workflow Authentication, Encryption Web Client Advanced Recognition Real-Time Services API/SDK Mobile MFP Production Auto-Learning CaptureFlow Intelligent Capture Server DaaS OpenText Confidential. ©2019 All Rights Reserved. 23 Intelligent Capture platform for 3rd party cloud UI and workflow Line of Business Application Mobile Application Classification, Extraction Engines (OCR) & Other Capture Services Image Enhancement OCR Integration Authentication, Encryption Image Conversion Classification & Extraction RESTful API OT2 Cloud infrastructure/Own cloud infrastructure DaaS OpenText Confidential. ©2019 All Rights Reserved. 24 Marketing support OpenText Confidential. ©2019 All Rights Reserved. 25 Assets-available today New website that includes explainer video and links to all new rebranded assets. Multiple new assets from 3rd party analysts+ eBook. Linked campaign emails and suggested webinar decks to take advantage of these assets Working on: Additional customer facing presentations for both existing customers and prospects More training options for partners. More opportunities for AI and Other cross sell opportunities. More 3rd party analyst and influencer marketing OpenText Confidential. ©2019 All Rights Reserved. 26 Moving out of pure capture marketing into business value What does that mean? Process focused; operational efficiency, moving to digital. What are we providing? • More assets focused on: core HR, Financial processes. Show the potential of multi-products. • Industry relevant demos where we have both industry expertise and market need Focus on how Intelligent Capture eases big picture issues; InfoGov, Metadata • New customer stories • Short video that can be connected to Other assets, shared on social and can be part of a complete story focused on business value. OpenText Confidential. ©2019 All Rights Reserved. 27 Frequently Asked Questions • Extended ECM integration for Intelligent Capture. ◦ It is coming as part of the next step of bringing OCC features into Intelligent Capture ◦ For the time being, Extended ECM capture choice requires additional Professional Services • Intelligent Capture in OpenText cloud ◦ Intelligent Capture is available to be implemented in the OpenText cloud (uses DaaS infrastructure) • Intelligent Capture in the cloud ◦ Currently we have completed certification for Azure ◦ Working on additional certifications for AWS and GCP • Capture in the “public” cloud ◦ Core Capture and Core Capture Services working with Partner team on program structure OpenText Confidential. ©2019 All Rights Reserved. 28 How does this change affect VIM and Business Center Customers • “OpenText IES for SAP Solutions” remains a separate product from OpenText Intelligent Capture ◦ IES provides out-of-box solutions for capturing and processing B2B documents in SAP. • “OpenText IES for SAP Solutions” will provide features that will become OpenText Intelligent Capture features ◦ Mobile capture ◦ Preprocessing ◦ Others, which the larger capture product provides (on the roadmap) Overall, the Intelligent Capture rebrand should have no effect on IES for SAP sales or go-to-market strategy. OpenText Confidential. ©2019 All Rights Reserved. 29 How does this change affect OpenText Captiva customers? • Captiva customers will be entitled to upgrade to the new OpenText Intelligent Capture ◦ Will be packaged as part of the next EP. This will require no additional effort on the customers part. ◦ After the upgrade, branding will be updated automatically ◦ No change to licensing - no license migrations will be needed ◦ No functionality will be lost due to the re-branding (technology obsolescence will drive any Captiva module deprecations that must occur) • All Captiva customers will receive some innovations for free ◦ Single Click Entry, Table Auto-Complete, SnapMatch, etc. • New recognition technology will leverage Captiva’s existing Advanced Recognition licenses ◦ Includes: CDE, ART, ACT, IEE, etc. ◦ Captiva’s existing Advanced Recognition technologies will continue to be supported OpenText Confidential. ©2019 All Rights Reserved. 30 How does this change affect OpenText Capture Center (OCC) customers? • No immediate impact for existing OpenText Capture Center customers! ◦ Capture Center continues to be fully supported and maintained ◦ Existing customers can still add licenses to their system for the foreseeable future ◦ There is no need for customers to think about migrating off of Capture Center OpenText Confidential. ©2019 All Rights Reserved. 31 Other capture sessions to note Start End Title Room 1:00 1:50 ANA-300 Applying AI to digitizing content: Captiva + Magellan for AI-augmented capture 2:10 3:00 ECM-102 Product update: Capture in the cloud—new OpenText cloud-first capture solutions Wednesday OpenText Confidential. ©2019 All Rights Reserved. 32 Other capture sessions to note Start End Title Room 9:40 10:30 ECM-303 How to: Implementing OpenText Captiva in a cloud environment 11:10 11:40 Better processes start with Intelligent Capture Waterloo Theatre 12:00 12:15 OT2: OpenText Core Capture Services demonstration Waterloo Theatre 1:10 1:40 Getting Started with OT2: OpenText Core Capture Waterloo Theatre 2:10 3:00 ECM-103 Product update: OpenText Captiva continues to raise the bar in capture value Thursday OpenText Confidential. ©2019 All Rights Reserved. 33 Thank you twitter.com/opentext linkedin.com/company/opentext For more information contact Chris Wynder, Director Capture Product [email protected] opentext.com
