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"... Efficient Forms provided several hours of staff training, 1:1 meetings, documentation and demos to help with the support transition ...We appreciate the commitment and time that the staff spent to ensure a successful transition."
Diana Capes
VP, Kaplan Financial

Archive for the ‘CEVA’ Category

The Efficient Forms TOP Platform — New Release

Friday, April 25th, 2008

I will normally not use this blog to directly tout Efficient Forms TOP (Transaction Origination Platform), at least not without first trying to make the shameless promotion a bit disguised in a political or pressing issue of the day (as in pretty much the last 4 articles).

But this post is simply a shameless plug… for good reason though!

New Release

Earlier this week I was excited to see the new release of our TOP solution roll into live customer sites without a hitch and on schedule. Both without a hitch and on schedule are about as rare for small or a large software companyies as a no-hitter is in baseball.

Even though the enormous amount of new features will not be realized by all our customers immediately, all will be impressed with the new looks, simpler workflow and new help functionality which will be hard to miss. Under the covers is where a lot of the cool features to TOP reside.

This new release has dramatically enhanced a domain expert’s (or business analyst’s) ability to configure and customize vocabulary, actions and workflow for their TOP powered CEVA (Content Enabled Vertical Application). For me the new release gives Efficient Forms’ TOP even more flexibility and capabilities as Efficient Forms continues to launch TOP CEVAs into more and more diverse industries, solving and automating difficult transaction origination and collaboration issues for corporations, government entities, and entire industries.

TOP’s ability to smoothly hand-off a completed transaction or event to service provider’s ECM (Enterprise Content Management) of choice is also an exciting capability the TOP powered CEVA offering brings to our customers and the ECM industry. TOP gives ECM players (like IBM, EMC, Xerox, Oracle and others) an impressive efficient alternative to high paid professional services custom developers, as their customers continue to demand more and more CEVAs specific to their needs.

Yes, I could go on and on but I won’t. If you want to learn more about TOP check out our web site and or give us a call. That’s it — I am done with the shameless plug without a disguise (for now…).

For more information on Enterprise Content Management see the Gartner Magic Quadrant for Enterprise Content Management, 2007 report

CEVAs … Changing the world?

Thursday, March 20th, 2008

A while back I read a research paper by Gartner, Inc. that discussed the importance of Content Enabled Vertical Applications, or CEVAs. While the drive for automation, efficiency, cost reductions and facilitation of revenue generation is what every corporation is looking for from technology companies, it amazes me that most have taken the easy road and automated everything after the fact; either after the transaction is complete or significantly after the event occurred. I will explain further in a bit.

The Problems

There are a number of general problems out there that we live with or deal with from time-to-time like applying for insurance, applying to graduate school or helping a student apply to college, completing paperwork when buying or selling a house, completing paperwork when submitting claims, filling out forms at doctors’ offices, filling out forms at county offices … do I need to go on?

We all simply complete the required paperwork, but I know a lot of you think, “Why the hell isn’t this automated? The doctor asked me the same questions last time I was here.”

You live with it because it isn’t that bad, and you really don’t go to the doctor everyday or help your child apply to college everyday … or apply for new insurance everyday.

But, there is a major problem. You fill out forms by hand using a pen while someone else keys it into a back-end system of some sort (hint: the ENTERPRISE CONTENT MANAGEMENT SYSTEM). Your handwritten form is inherently fraught with errors (while you won’t admit it, your handwriting does stink, and it is getting worse every day because you use e-mail to communicate instead of writing a nice letter to your mother, which is another subject … memo to self: write more to your mother).

Where was I? Ahhh yes … fraught with errors that are very costly to fix and potentially cause very bad and unintended (we’ll call them) situations. Typically, you spend unnecessary time with a receptionist who has to take the brunt of the situation. Or even worse, the error causes someone to prescribe a potentially dangerous medicine, and you get sick or worse.

Nonetheless, the people on the receiving end of the redundant, ill-conceived forms are inundated with issues that are time consuming, costly and error prone. So why does this problem still exist? (I know I ask myself this every time I complete a form.) Well, here is the answer: Software and data vendors have focused only on the problem of what to do with the form once it is received for processing.

What of ECMS?

ECMS are all over imaging, storing, indexing, distributing, and managing a completed document. These solutions have come a long way, but I would suggest they have yet another leap that must be made to solve the problems I have been discussing … if I have to fill out one more form for health insurance…!

Back to that research paper by Gartner entitled, “Magic Quadrant for Enterprise Content Management, 2007“: Gartner discusses that the top ECM vendors, namely IBM, Oracle, EMC, Open Text and others, offer very similar components in their suite of services. Gartner stresses that while EMC vendors’ customers have been screaming for industry-specific solution on the front end of CEVAs, the vendors have not offered solutions other than customized, expensive, single-problem, non-repeatable solution provided by overpriced professional service/consulting partners (where billable hours are still king).

We know these partners as the “companies nobody ever got fired for hiring” … EDS, Accenture, etc. Gartner states that all major ECM vendors must focus on CEVA solutions to maintain a competitive advantage in the ECM space.

Hmmmmm … Easy to deploy and maintain. Repeatable CEVAs for any industry. Interacts with customers, sales reps, outside agents, wholesalers, managers, and back-end ECM systems. Facilitates the entire transaction origination - potentially paperless - through the company, back and forth to the customer, keeping everyone informed of the status every step of the way. Hmmmmm … It’ll never happen!

WRONG, it can happen. Right now. It’s available!

The Efficient Forms Transaction Origination Platform (TOP) was created for this purpose and is designed to allow business analysts with domain knowledge (note: non programmers), to configure, deploy and maintain complex CEVAs.

The horizontal solution is changing the way data is captured, forms are completed and data is transmitted to ECM solutions. TOP-created CEVAs are not meant to replace any components of existing ECM vendors’ suites. TOP solutions will dramatically extend the functionality of these ECM solutions, and ECM customers will rejoice!

And one day you will tell your children that they have it easy. “When I was growing up, we had to actually fill out five or more forms every time we went to the doctor … with a pen no less … on every separate form, I had to re-write my name, address, social security number … you don’t know how lucky you are!”