Migration Towards Electronic Document Delivery

1
Migration Towards Electronic Document Delivery
2
Discussion Points

• Reasons for Electronic Delivery
• Roadblocks to Success
• Sample Workflow Diagram
• NearStar Services
• Important Questions

3
Reasons for Electronic Delivery

• Support Compliance and Enhance Security
• Legal Considerations Documents printed and
  distributed must be archived in the original
  printed form for retrieval
• Electronic Billing Presentment (EBP) to offer
  clients access via the Internet to bills and
  other documents
• Reduce overall expense to print and mail to
  Customers
• Improve Productive by having documents accessible
  electronically
• Improve Service to Your Customers

4
Roadblocks to Success

• Existing Legacy data streams need to be
  reformatted
• Current workflow does not allow for ease of
  migration
• Method to import jobs into Document
  Management/Image Server technologies
• Security requirements (data and transmission)
• Cost of implementation (resources,
  infrastructure, and products)

5
NearStar

• For over 14 years, NearStar has been providing
  products and integration services to address
  unique customer requirements covering printing
  and migration to electronic document delivery
• Nearstars DataServer is one of our key
  components to provide advanced seamless workflow
  solutions for both Output Management and Document
  Delivery
• NearStar is dedicated to provide integral
  solutions that grow with your changing environment

6
Document Delivery Solutions

• NearStar has worked with a variety of different
  Document Management and Image Server providers
  such as
• Control-D from BMC
• Xerox DocuShare
• Filenet
• CheckFree
• ViewStar
• In-house proprietary systems

7
Sample Implementation
8
Important Questions

• What is the incoming data stream?
• IBM AFP/IPDS, Xerox LCDS/MetaCode, PostScript,
  PCL, PDF, etc.?
• Where is the data originating from?
• Is the data legacy print and/or specific for
  electronic delivery?
• What data format does the image server require
  (PDF, TIFF, etc)?
• What delivery protocol is required?
• What type of notification is needed?

9
NearStar Services

• Determine the type of job based on job name or
  attributes within the job (print or electronic
  delivery or both)
• Determine if decollation is required by defined
  rules
• Transforming IBM AFP/IPDS, Xerox LCDS/MetaCode,
  PCL, PostScript and PDF to support vendor
  specific requirements
• Provide data stream enhancements such as
• Add OMR, linear and/or 2D Barcodes to data for
  mail inserters
• Incorporate forms overlay
• Modify and normalize Xerox DJDE structure
• Correct printer specific print controls based on
  printer vendor (paper-tray selection, plexing,
  etc)
• Postal Sorting and Address Cleansing
• Route jobs to various printing architectures
  and/or perform electronic delivery
• Transmission support for Email, FTP, WebDav, File
  Copy, and FAX
• Provide Disaster Recovery (replicate and transmit
  jobs to 2nd DataServer in separate location)

10
NearStar Customers

• New York City Human Resource Administration
• Blue Cross/Blue Shield of Louisiana
• BellSouth
• Tulane University
• California State Automobile Association
• Maryland State Department of Assessment and
  Taxation
• Yum Brands