Business Analytics

Therefore™ makes it easier than ever to access the key analytics of your business processes.

Analytic information is vital for a company’s economic success and helps detect certain flaws or bottlenecks that need to be improved. Maximize the use of your Therefore™ system by getting real time analytics for all your business processes.

Get the information most interesting to you, such as invoice processing time, sales reports, and more. It’s possible to receive information on the performance of workflows, including the number of invoices processed each week or month, the average processing time for a workflow, and the number of instances processed by each user.

Therefore™ offers two distinct flavors of business analytics functionality:

A fully-fledged SQL reporting module for highly customized and detailed reports for long-term storage.

Integration with Microsoft Power BI,

What is Information Management?

Therefore Corporation produces Therefore™ Information Management software. Our software is designed to help employees achieve numerous gains in efficiency and productivity, while decreasing time spent on burdensome administrative tasks and paper intensive processes. This is done by transforming paper-based document and business processes into electronic records and digital workflows. The end result is improved productivity by allowing employees’ resources to be redirected towards more strategic, rewarding work.

In any business environment, the free and secure flow of information is essential. However, traditional methods of organizing, storing, and sharing such information on paper are often inefficient. By adopting an information management system, it’s possible for business of all sizes to decrease their reliance on paper and the need for manual processing, thereby increasing the access, control and traceability of information throughout their business.

Why go Paperless?

Reliance on paper leaves data vulnerable to theft, destruction and loss. The costs of printing and physically storing files are unnecessary, inefficient business expenditures. Moreover, the environmental costs of printing are not to be ignored: toner and paper both have negative impacts on our environment.

Hence, the space, time, and money that organizations can save by increasing the amount of electronic filing is undoubtedly significant. By taking advantage of numerous customizable permissions sets, Therefore™ increases information security while increasing employees’ control of information. Finally, Therefore™ offers productivity tools including workflow and Business Analytics to enhance the control of business processes and the knowledge of where documents are within a company. By improving the visibility an organization has, it can optimize its processes, and provide more accurate information to employees, customers and suppliers.

Information Access

Information is only worth something when it can be retrieved. By digitizing information into a standardized format, it is more accessible and manageable. Unlike the traditional Windows based folder structure, which varies from user to user, Therefore™ offers a uniform storage system which creates a centralized information repository throughout the company. By implementing a consistent solution, know-how is secured throughout the organization, allowing data to still be retrieved, and processes to be correctly handled in the event of a key employee’s absence or departure.

Easy to Use, Administer and Configure

The user interface of Therefore™ is up to date with modern standards in style and convenience, making the product easy to use from the start. Documents stored in Therefore™ can even be displayed in a familiar tree-view structure in Windows Explorer.

Why is Information Management Important?

Easily Capture Information

Both paper and electronic documents can easily be saved in the Therefore™ system using various methods. Paper documents can easily be scanned into the system, either using our own Therefore™ Capture Client, the MFP application or using a third party scanning solution such as IRIS or Kofax. Using the Therefore™ Capture Client, documents can be indexed using barcodes, including 2D barcodes, or using zonal OCR. Electronic documents can also be easily brought into the system, either using drag and drop from Windows Explorer, a hot folder, or directly from a supported third-party application via one of the Therefore™ connectors.

Optimize Processes

By automating routine work with Therefore™ Workflow, mistakes can be avoided and managers can gain an overview of how processes run within the company.

Processes can continue even when employees are out of the office. Documents such as reports or mail can be viewed and actions can be taken by employees even from outside of the office to ensure a continuous flow of business processes, including via an internet browser or mobile device.

Storage & Security

Primary & backup storage policies, together with customizable permission control ensure that information is both safe and secure. A homogeneous, reliable archive ensures information can easily be accessed at a later date, even if the employee who originally archived the document is no longer available.

A Customizable Solution for your Organization

Therefore™ is customizable and scalable. It is easy to move from a single user environment to an enterprise environment, simply by updating the license. Various user and connector licenses are offered to ensure the system is tailored to your needs.

Flexible and Mobile Access

Therefore™ allows users to access their documents and workflows on the go using a mobile app, a web browser, and an offline function. The Therefore™ Mobile App is supported on iOS and Android phones and tablets. Therefore™ Web Access allows users to view, access, edit, and save their documents in Therefore™ using an internet browser. Finally, users can take documents offline, edit them and then synchronize with the server using Therefore™ Anywhere.

Archiving

Securely storing business documents is vital to any company. Customer files, past HR documents, and even financial documents must all be kept for several years due to legal requirements.

Physical storage not only uses valuable real estate, it also makes information retrieval very challenging. Necessary documents may be incorrectly filed, damaged, lost or incomplete.

Therefore™ information management software enables documents to be digitally archived, securely stored and deleted once the legally mandated time period has expired. Documents can be scanned and automatically saved and indexed. Once the document has been entered into the system, it can be electronically sent to the correct employee for review and validation using the easy-to-install workflow module.

By electronically archiving information, companies of all sizes can achieve the following benefits:

Decreased costs

Businesses can cut photocopying and storage costs and decrease errors related to manual indexing.

Faster processing

Workflows automatically route documents to the correct employee; completing tasks isn’t dependent on a single employee’s memory. Tasks that aren’t processed in time can be escalated to the relevant manager, and employees can be reminded of impending due dates with automatic email reminders.

Mobile access

Archived documents can be found, read, and processed on the go using the Therefore™ Mobile App.

Compliant archiving

Securely store all documents, maintain compliancy standards, and delete documents once the legally mandated time period for storage has expired.

Business Analytics

Therefore™ makes it easier than ever to access the key analytics of your business processes.

Analytic information is vital for a company’s economic success and helps detect certain flaws or bottlenecks that need to be improved. Maximize the use of your Therefore™ system by getting real time analytics for all your business processes.

Get the information most interesting to you, such as invoice processing time, sales reports, and more. It’s possible to receive information on the performance of workflows, including the number of invoices processed each week or month, the average processing time for a workflow, and the number of instances processed by each user.

Therefore™ offers two distinct flavors of business analytics functionality:

A fully-fledged SQL reporting module for highly customized and detailed reports for long-term storage.

An integration with Microsoft Power BI, a cloud-based analytics platform which provides real-time, interactive data dashboards that are simple to configure and use.

SQL Reporting

Based on Microsoft SQL Server Reporting Services (SSRS), this reporting module allows all types of reports to be generated and customized to fit your needs – giving you full flexibility and freedom.

With the SQL Reporting features in Therefore™, you can:

Generate reports based on index data or workflows

Schedule reports to be automatically generated and saved to Therefore™ at specified intervals

Customize your reports with Microsoft SQL Report Builder

Visually tailor reports to fit your company’s look and feel

View reports, edit parameters, create ad-hoc reports and save them from the Therefore™ Navigator

View and create ad-hoc reports from the Therefore™ Mobile App

Integration with Microsoft Power BI

Power BI is a data gathering and analysis platform created by Microsoft, which provides rich, dynamic visualizations of gathered data and amodern, reactive user interface. With Power BI, users can create an analytic dashboard, allowing them to intuitively adjust reports on the fly and structure their data in ways that make sense to them. Managers can make the most of their information from a single view of real-time data in the Therefore™ system. Mobile access through the Power BI app means users can take their data with them and never be left

in the dark.

With the Therefore™ Integration with Power BI, you can:

Generate reports based on index data or workflows

Upload data to the Power BI cloud

Configure data dashboards using the powerful design tools in Power BI

Share customized dashboards with other users across your company

View dashboards on mobile devices using the Power BI app

Embed a Power BI dashboard directly in the Therefore™ Navigator

Have instantaneous, uncomplicated access to data; anytime, anywhere

Capture

Let’s free your organization of paper and enable your business processes to flow electronically.

We offer a wide selection of tools to help capture, organize and manage your information.

Invoices – Therefore™ Smart Capture

Therefore™ Smart Capture extracts data from invoices using AI. It can process a high volume of invoices quickly through automation. Boost employee productivity and efficiency while decreasing errors caused by manual work. Smart Capture is a cost-effective approach to streamlined invoice processing.

How does it work?

Simply save the invoice to a Therefore™ category. The workflow will take care of the rest, ensuring an efficient, streamlined process. The workflow uploads

the invoice to be processed and recognized. Moments later, users can review the captured index data for quick and easy data validation. Because Smart Capture is AI based, human validation helps the system increase its accuracy and ability to understand new layouts over time. Once validated, invoices can be further processed using Therefore™ workflows for increased efficiency.

Paper documents – Therefore™ Capture Client

Paper documents can be scanned and recognized using the Therefore™ Capture Client. Even large batches of documents can be easily imported and indexed using barcodes or Zonal OCR recognition for automatically capturing index data.

Perhaps you’d like to scan in your documents on an MFP and use the Therefore™ Capture Client to index and save them. No problem – simply save your scanned documents to a watched folder, where they will then be picked up and processed by the Therefore™ Capture Client.

For more complex scanning needs, such as automatic recognition of document types or even invoice suppliers, we support integrations with advanced scanning solutions by IRIS. We also have a connector for Kofax Capture.

Sit back, relax, and let Therefore™ take care of the work of classifying your documents!

Therefore™ MFP Application

For more ad-hoc scanning we offer Therefore™ MFP Scan, which allows users to scan, manually index, and then save documents directly to Therefore™. Similar functionality is also possible via connectors for eCopy ShareScan and uniFLOW. Our MFP application is a great companion to your Therefore™ system.

Electronic Document Import – Therefore™ Document Loader and Therefore™ Content Connector

If your information is always electronic, it’s very easy to import it into the Therefore™ system, either using the Document Loader or the Content Connector. In most cases, documents can be indexed without any user intervention at all.

The Therefore™ Document Loader allows batches of documents to quickly and easily be saved to Therefore™.

The Therefore™ Content Connector is a multi-functional tool which lets users capture a wide range of information and save it securely in the Therefore™ archive. Documents created by other ERP or CRM systems can be saved to an input folder, where they will be picked up and processed by the Content Connector. Furthermore, Mailbox Monitoring can automatically save emails from a certain mailbox into Therefore™. These documents can also be configured to automatically start a Therefore™ workflow once saved.

Built-in integration with Windows Explorer makes it easy to save files in Therefore™ using drag-and-drop. Therefore™ Tree View also allows users to work with their Therefore™ documents in a familiar environment similar to a Windows folder structure.

Contact your Canon consultant today to discuss how Therefore™ can make your information work for you!

Therefore™ Indexing Profiles

Therefore™ Indexing Profiles go hand-in-hand with the many electronic information capture modules in Therefore™. Setting up an indexing profile allows index information to be automatically saved to Therefore™ – no manual indexing is required!

Indexing profiles are easy to set up, but can also be heavily customized using scripting. They allow index data to be captured from emails, Office documents, XML files, and more, saving the time spent manually indexing and reducing the risk of errors.Cloud-based analytics platform that provides real-time, interactive data dashboards that are simple to configure and use.

SQL Reporting

Based on Microsoft SQL Server Reporting Services (SSRS), this reporting module allows all types of reports to be generated and customized to fit your needs – giving you full flexibility and freedom.

With the SQL Reporting features in Therefore™, you can:

Generate reports based on index data or workflows

Schedule reports to be automatically generated and saved to Therefore™ at specified intervals

Customize your reports with Microsoft SQL Report Builder

Visually tailor reports to fit your company’s look and feel

View reports, edit parameters, create ad-hoc reports and save them from the Therefore™ Navigator

View and create ad-hoc reports from the Therefore™ Mobile App

Integration with Microsoft Power BI

Power BI is a data gathering and analysis platform created by Microsoft, which provides rich, dynamic visualizations of gathered data and amodern, reactive user interface. With Power BI, users can create an analytic dashboard, allowing them to intuitively adjust reports on the fly and structure their data in ways that make sense to them. Managers can make the most of their information from a single view of real-time data in the Therefore™ system. Mobile access through the Power BI app means users can take their data with them and never be left

in the dark.

With the Therefore™ Integration with Power BI, you can:

Generate reports based on index data or workflows

Upload data to the Power BI cloud

Configure data dashboards using the powerful design tools in Power BI

Share customized dashboards with other users across your company

View dashboards on mobile devices using the Power BI app

Embed a Power BI dashboard directly in the Therefore™ Navigator

Have instantaneous, uncomplicated access to data; anytime, anywhere

Capture

Let’s free your organization of paper and enable your business processes to flow electronically.

We offer a wide selection of tools to help capture, organize and manage your information.

Invoices – Therefore™ Smart Capture

Therefore™ Smart Capture extracts data from invoices using AI. It can process a high volume of invoices quickly through automation. Boost employee productivity and efficiency while decreasing errors caused by manual work. Smart Capture is a cost-effective approach to streamlined invoice processing.

How does it work?

Simply save the invoice to a Therefore™ category. The workflow will take care of the rest, ensuring an efficient, streamlined process. The workflow uploads

the invoice to be processed and recognized. Moments later, users can review the captured index data for quick and easy data validation. Because Smart Capture is AI based, human validation helps the system increase its accuracy and ability to understand new layouts over time. Once validated, invoices can be further processed using Therefore™ workflows for increased efficiency.

Paper documents – Therefore™ Capture the Client

Paper documents can be scanned and recognized using the Therefore™ Capture Client. Even large batches of documents can be easily imported and indexed using barcodes or Zonal OCR recognition for automatically capturing index data.

Perhaps you’d like to scan in your documents on an MFP and use the Therefore™ Capture Client to index and save them. No problem – simply save your scanned documents to a watched folder, where they will then be picked up and processed by the Therefore™ Capture Client.

For more complex scanning needs, such as automatic recognition of document types or even invoice suppliers, we support integrations with advanced scanning solutions by IRIS. We also have a connector for Kofax Capture.

Sit back, relax, and let Therefore™ take care of the work of classifying your documents!

Therefore™ MFP Application

For more ad-hoc scanning we offer Therefore™ MFP Scan, which allows users to scan, manually index, and then save documents directly to Therefore™. Similar functionality is also possible via connectors for eCopy ShareScan and uniFLOW. Our MFP application is a great companion to your Therefore™ system.

Electronic Document Import

Therefore™ Document Loader and Therefore™ Content Connector

If your information is always electronic, it’s very easy to import it into the Therefore™ system, either using the Document Loader or the Content Connector. In most cases, documents can be indexed without any user intervention at all.

The Therefore™ Document Loader allows batches of documents to quickly and easily be saved to Therefore™.

The Therefore™ Content Connector is a multi-functional tool that lets users capture a wide range of information and save it securely in the Therefore™ archive. Documents created by other ERP or CRM systems can be saved to an input folder, where they will be picked up and processed by the Content Connector. Furthermore, Mailbox Monitoring can automatically save emails from a certain mailbox into Therefore™. These documents can also be configured to automatically start a Therefore™ workflow once saved.

Built-in integration with Windows Explorer makes it easy to save files in Therefore™ using drag-and-drop. Therefore™ Tree View also allows users to work with their Therefore™ documents in a familiar environment similar to a Windows folder structure.

Contact your Canon consultant today to discuss how Therefore™ can make your information work for you!

Therefore™ Indexing Profiles

Therefore™ Indexing Profiles go hand-in-hand with the many electronic information capture modules in Therefore™. Setting up an indexing profile allows index information to be automatically saved to Therefore™ – no manual indexing is required!

Indexing profiles are easy to set up, but can also be heavily customized using scripting. They allow index data to be captured from emails, Office documents, XML files, and more, saving the time spent manually indexing and reducing the risk of errors.