Case Studies

The Company

One of four power marketing administrations within the U.S. Department of Energy whose role is to market and transmit wholesale electricity from multi-use water projects.

The Situation

The power marketing administrator needed to transition all of their electronic records as part of the records modernization initiative.

The Solution

To accomplish this effort, they chose to build a modern solution using Simflofy and Ephesoft. The agency plans to implement Simflofy to migrate their content and metadata from legacy systems and manage their records in-place within the new Electronic Records Management System (ERMS). The agency also plans to implement Ephesoft’s smart document capture solutions to ingest paper and electronic documents into the new ERMS.

Simflofy is a content integration platform that makes discovering and interacting with siloed content easy. Simflofy excels in content migration, federation, and manage in-place.

With manage in-place, Simflofy connects to other content stores including shared file locations, SharePoint, Xerox Docushare, email systems, and other content repositories. It enables administrative access control to identify content that must be retained and locked down, allows user and application access until content is ready for long-term retention, and creates a consistent view of content and the data required to digitally transform the retention process, drive analytics, and improve process automation.

Ephesoft is a Smart Capture application designed to capture and process incoming content from numerous sources. Ephesoft classifies documents by identifying the type of document using optical character recognition (OCR), intelligent character recognition (ICR), and/or optical mark recognition (OMR). It extracts data based on business rules, database lookups, and fuzzy logic.  The documents and/or data are moved to a repository or used as part of a business process.

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