Tim Spink's blog

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Capture Integration Keeps it Simple for the Business

Hi there, Tim the sales guy here again. We’re making it so easy for organizations to capture and store documents that frankly, you’d have to be crazy to keep dealing with paper. It’s so yesterday.

What’s happening today is that we’ve been working with CAPSYS® on an integration that lets an organization capture documents in one place and automatically send them for indexing and storage in another place without any additional infrastructure, programming or scripting. And guess where these documents go? Yep, right into KnowledgeTree.

CAPSYS CAPTURE™ is a web-based, SaaS application with just a thin client that is easy to install.

So, say I’m in a remote office, just me, my scanner and a million receipts because I’m always procrastinating on my expense reports. The old way, I’d scan pages and pages of receipts and then have to upload each file from my PC into KnowledgeTree. I could probably use Hot Folders or Bulk Upload, but I’m not real clever that way, so it is a manual process for me.

Now, instead of integrating with my desktop scanning software, my scanner integrates with the CAPSYS CAPTURE client on my desktop. When I scan all that stuff in, it’s going up into the cloud into the CAPSYS CAPTURE Server for processing. And because CAPSYS CAPTURE has an easy graphical process flow feature, I was able to tell it to send my documents into KnowledgeTree without needing to know how to write a program or script.

And this is just a fraction of what CAPSYS CAPTURE can do. It also does all sorts of processing for bar codes, OCR and handwriting recognition. It will also capture faxes and emails for input right into KnowledgeTree.

So, if you’re like me and want a fast and easy way to get documents into KnowledgeTree, then you need to look into CAPSYS. Have a look here for more information. http://j.mp/kt-capsys

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SugarCRM/iNetDocs making sales more efficient

Hi there, Tim the sales guy here again. This week, my marketing people want me to talk about the new integration between SugarCRM and KnowledgeTree that was developed by our French partner, iNet Process. It’s called iNetDocs, and it’s very cool.

[img_assist|nid=1688|title=|desc=|link=none|align=right|width=223|height=100]As a sales guy, this is pretty exciting stuff for me! Basically, it means that a sales person — or account manager, or anyone who depends on a CRM for most of their daily work — can access all the documents they need without ever leaving the CRM work space.

So, say I’m a sales guy (did I mention I’m in sales?). I get a lead assigned to me in SugarCRM and want to send out a data sheet. In the old days, before iNetDocs, I would have to go searching on my hard drive, or a shared network drive for a data sheet that I hope would be the latest version to send to my lead. I’d spend 15 or 20 minutes trying to figure out whether I had the right document.

With iNetDocs, I simply switch to the tab within SugarCRM that acts as a window into the KnowledgeTree repository. I navigate to the marketing folder and find the data sheet I need. I know it’s the latest version, because we keep all our current collateral in the DMS. Then, I attach the document from KnowledgeTree directly to the email that I’m sending to my prospect from within SugarCRM. The whole operation takes less than 2 minutes and I move on to the next activity that will boost my commission.

This is a great opportunity for everyone involved:
• I get to sell KnowledgeTree to SugarCRM users who want this functionality.
• SugarCRM gets to sell their application to KnowledgeTree users who need a CRM.
• And iNet Process gets to sell the integration and support.
• Finally, anyone who’s currently using SugarCRM and KnowledgeTree gets an affordable way to make them work seamlessly together.

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What happens when you assume something?

The recent and highly publicized failure of T-Mobile’s Sidekick (hosted in the Microsoft/Danger cloud) has again called into question the safety, security and reliability of cloud computing. According to Jon Stokes on ars Technica, “This outage and subsequent data loss is just the latest, and probably the most dramatic, black eye yet for "cloud computing," since users falsely assumed that if data was "in the cloud" then it was stored with enough redundancy and fault tolerance to render such a massive data loss impossible.” Look closely at that statement – “users falsely assumed” that their data was safe in the cloud – and evidently, Microsoft, T-Mobile and Danger did as well. I would argue that this is not as much a black eye for cloud computing as it is for those companies that take cloud-based storage for granted without additional backup and disaster recovery plans. No backup system is 100% reliable; that’s why IT departments often implement multiple strategies, such as magnetic tape, redundant servers, etc. We rightfully get asked by customers all the time about the safety and security of their data in KnowledgeTreeLive, our cloud-based (Amazon EC2) document management system. Well, not only do we rely on the massive redundancy of the Amazon cloud, but we also have gone to great lengths to ensure that documents and data stored in the cloud can be recovered in the event of a system failure. For KnowledgeTreeLive customers, we take daily snapshots of working data and keep a rolling 7 days worth of these snapshots. We also keep a rolling weekly snapshot for a minimum of 4 weeks. This ensures customers have a 4-week history of backups.
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Kofax announcement in sales terms

Hi there, Tim the sales guy here again. This week, my marketing people want me to talk about a new capability that allows documents scanned by Kofax Capture to go directly into the KnowledgeTree repository via our Hot Folders. What this basically means is that organizations that are already using Kofax Capture for bulk scanning have an easy way to get those documents en masse into KnowledgeTree along with the document properties (metadata) that describe them. This is because the Kofax Capture Release Script (that our partner Red Eagle Consulting provides) exports that metadata in XML that the Hot Folders understand. So to break it down, if an organization already has a license for Kofax Capture and wants to use KnowledgeTree to store the scans, the release script makes it a no-brainer. We’ll sell you the KnowledgeTree license, and Red Eagle will sell you the release script. Of course, call us first and we’ll make it easy for you to get both. If you don’t already have Kofax Capture, but want to implement it along with KnowledgeTree, then we can help with that too. Red Eagle is a Kofax Gold Certified Reseller, and they’ll implement the Kofax side of the solution and work with you to configure it. Any organization that is paper-intensive needs a bulk scanning, capture and document storage solution. Reducing paper is smart business that cuts costs and increases efficiency. Plus, it’s good for the environment, since the average worker can use up to 10,000 sheets of paper per year!
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The Performance Dilemma

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Is SaaS the SMB's Recession Saviour?

AMI-Partners recently released the results of a study that found a dramatic increase in SMB interest in managed services and software as a service (SaaS) solutions as a direct response to the economic downturn.

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