Captaris Case Studies

Operates 274 miles of interstate tollways in 12 counties; more than 1,800 employees across several locations

Previously used many hard-copy forms (sometimes in triplicate) to implement organizational changes

Employees did not have convenient method to check status of a request

Captaris Workflow

Employees locate and fill out request forms in Microsoft SharePoint; Captaris Workflow powers the tracking and approvals process, integrating with several applications to automatically route documents, send email reminders and more

Integrations with Microsoft SharePoint, SQL Server, InfoPath, Outlook and Active Directory

CHFA found its IBM System i-based solution relatively inflexible and difficult for both internal loan analysts and external lenders to use

Analysts did not have the business intelligence to analyze the Agency’s overall performance

Loan system was an old platform and difficult for IT staff to maintain

CHFA replaced its system with a solution based on Captaris Workflow

New solution includes real-time web site for external lenders, plus a smart client and a server-side, workflow-enabled, rules-based system for CHFA analysts and other users

Integrations with Microsoft SQL Server, BizTalk Server, Windows Server, ProClarity and Visual Studio

One of the world's largest gold jewelry manufacturers with over 2,000 employees.

Purchasing and HR processes were buried under the paper shuffle.

Paper document were not integrated with BAAN ERP or enterprise portal.

All 3 Captaris products: RightFax, Captaris Workflow and Alchemy.

Paper documents are faxed or scanned into an electronic workflow, processed for approvals and digitally archived where they can be accessed in seconds.

Integrations with Microsoft SharePoint Server (using Captaris wizards and Web parts), Microsoft Exchange and BAAN ERP system.

Paper documents slowed IP process of setting up new employee accounts - taking up to 10 days

Document type and length varied depending on vacation and job

No convenient way to track status of applications or escalate urgent matter

Captaris Workflow

Managers submit applications online by filling out and submitting electronic forms via the SharePoint interface; Captaris Workflow emails tasks, and reminder notification to people in the process

Integrations with Microsoft SharePoint Portal Server, Active Directory, Visio, and Exchange

Managing approval processes difficult and time consuming

Unstructured and confusing document approvals resulted in delayed forms

Lengthy turnaround slowed time-to-market and ability to supply information to customers

Captaris Workflow

Now have more than 250 processes from one document-approval workflow with more transparency, managers can quickly check which stage a document is in; process owner now able to control processes by Key Performance Indicators (KPIs)

Integrations with Microsoft Exchange, Outlook, SharePoint Portal 2003, InfoPath, BizTalk

Paper-based document approval process required full-time control and averaged a 3-week turnaround

Manual methods lacked visibility, accountability and compliance

Captaris Workflow

Users in two countries can work on different parts of a process; color-coded task lists, BAM tools, links to latest version of document for electronic editing, status notes for accountability, and other details tracked by Captaris Workflow and available within the SharePoint portal

Integration with Microsoft SharePoint Portal