Financial Services

Heather Dilley oversees all facets of human capital related activities at Ephesoft, including employee relations, recruiting, benefits and compensation. She has over 20 years of diversified human resource experience, with her most recent experience serving as the Director of Human Resources at Conexant where she saw them through a successful sale to Synaptics. Prior to that, Heather was Vice President of Human Resources at both Local Corporation, an online search engine, and Greenwave Systems. She has also served in senior human resource roles at a number of technology and online companies including Paciolan, Rainbow Technologies, Canon, New Horizons Computer Learning Centers and HNC Software Insurance Solutions. Heather holds a master’s degree in Human Resource Management and a B.A. in Sociology from Chapman University, Orange.

Stephen Boals develops new strategies, opportunities and promotes Ephesoft. His experience in digital transformation and content management spans 15 years, where he has managed transformation projects for Microsoft, Freeport McMoRan and other Fortune 1000 companies, as well as the States of California and Louisiana. His broad background includes “Big 4” consulting with Ernst & Young, IT and security management, running an award-winning solutions group and various positions in sales management. He is a proud veteran and served as a Naval Flight Officer for 8.5 years.

Stephen graduated from the US Naval Academy with a BS in Ocean Engineering and holds an MBA from National University.

Following University James made use of his degree in Economics to start a successful career in banking, insurance and management consultancy.  After a few years he realised he needed a more dynamic vocation and joined his friend from college in an IT distribution business as part of a new
sales team armed only with a phone and a prospect list of potential partners. Finding quick success and an affinity for sales James was soon building and managing sales teams, over the years for both major vendors and smaller start-ups.  James has built and led EMEA sales teams across a number of IT sectors including storage and virtualisation, email archiving, security and predominantly document and workflow and process automation solutions, where his early consultancy career offers useful insight process improvement and workflow optimisation. James lives in the UK with his wife and four children enjoying the Yorkshire Dales for hiking and outdoor pursuits.

Stephen Lee runs Ephesoft’s sales organization in the Asia Pacific region. He has over 10 years’ experience managing enterprise clients, resellers and distributors across multiple industries, including banking, insurance, shipping, logistics and media, among others. He also has a wealth of knowledge consulting organizations around process optimization and how best to utilize technology solutions and wrap it around their unique business requirements specifically related to intelligent document capture and workflow solutions both on-premises and in the cloud. Stephen also has a background in the cyber security and marketing event technology spaces. Stephen is born and raised in Sydney, Australia and started his career there before moving to Singapore in 2010 where he has remained ever since. He earned his Bachelor of Business degree from the University of Technology Sydney (UTS) with a major in marketing.

Sumita Mavros is the Senior Vice President of Customer Experience at Ephesoft where she leads the Customer Success, Customer Support, Professional Services, and Education/Documentation teams. Sumita brings over 19 years of high-impact customer operations and product leadership in Fortune 500 businesses and early stage startups within the Software, Electronics, Medical, Telecom, Education and Home Building industries. Sumita has a track record of strategizing and executing operational initiatives to improve customer experience and internal efficiencies. She leads Ephesoft’s CX organization with analytical rigor and a vision for her team to “fall in love with their customers.”

During her tenure at Time Warner Cable, Sumita led customer operations teams with noteworthy improvements, such as major reductions in churn and increased customer satisfaction by implementing AI-based technologies and targeted CX playbooks. She also built high-achieving CX teams from the ground-up at Sunstreet, the solar wing of Lennar. As Co-Founder of SaaS startup Lango and Founder of online learning academy TutorSquad, Sumita has an entrepreneurial passion for driving industry disruption and challenging the status quo to achieve growth. Her career began in Product Management at Canon where she cultivated teams to reach product-market fit for various Healthcare Devices and MFPs. Sumita has a Bachelor’s degree in Computer Science from MIT with an MBA from MIT Sloan.

Lynn Tanattanawin is the Head of Corporate Strategy and is responsible for the strategic direction of Ephesoft, including target market segments, funding, M&A, IP strategy and other corporate growth initiatives. She travels frequently to learn about the industry and new technologies, anticipating trends and providing guidance on how to take advantage of market shifts. With a background in corporate development and scaling companies, Lynn sets high standards for operational rigor and execution. Her influence spans across the organization with her hands in every department, making sure the team runs in lockstep towards company goals.

Lynn hails from a global background, attending different international schools as her family moved from Chicago to Israel, Egypt, South Africa, Pakistan and Thailand. She ultimately returned to the United States and received her degree from Purdue University.

Naren Goel is responsible for leading the global finance organization for Ephesoft. He is focused on driving the company’s next phase of growth including international expansion in a metrics driven, structured and fiscally responsible manner as Ephesoft continues to lead worldwide adoption of supervised machine learning document capture and analytics. Naren is operationally-driven finance leader and will oversee multiple departments, business processes and systems.

He brings nearly 20 years of senior finance leadership experience to the position, having led a broad range of startups to large corporations such as VMWare through various stages of growth. Goel has a strong background as a financial executive for a number of enterprise software and cloud computing organizations, including an understanding of Software-as-a-Service-model. He has also earned an ACMA (Chartered Management Accountant) designation in the U.K.

Documents are vital to any organization but unless they can be accessed quickly and easily, they can impede a business’ productivity. Customers need a complete solution to their document processing needs to maximize the value these documents contain. Alaris and Ephesoft have worked together to create a technology alliance that delivers a straightforward and integrated approach to efficiently scanning documents with Alaris Capture Pro Software and then using Ephesoft’s Mailroom Automation software to automatically classify and separate them based on their content. Once documents are identified, Ephesoft can extract the key values that customers need to drive their business processes. The final step is to deliver the results to a customer’s document repository or ECM system which includes providing index values and TIF images or searchable PDFs.

Customers will value the low cost, simplicity, and ease of deployment of this solution compared to older approaches. The Ephesoft solution is 100% browser-based so it is easy to administer without worrying about IT compatibilities. Ephesoft is the modern approach to intelligent document capture and has no image or user limitations so costs are low and predictable. Yet this system has the same powerful features of the industry leaders.

Alaris Resources

Alaris Website

Case Study: Mountain West Financial implements Ephesoft mailroom

Automation and Kodak Alaris Capture

The Cloud Platform competency is designed for partners to capitalize on the growing demand for infrastructure and software as a service (SaaS) solutions built on Microsoft Azure. Differentiate your company with the Cloud Platform competency, and you will be eligible for Signature Cloud Support, Azure deployment planning services, Azure sponsored credit, direct partner support, eligibility to deploy certain on-premises, internal use software on Microsoft Azure, and access to the cloud platform roadmap.

Alfresco and Ephesoft are poised to deliver the best integrated Document Capture and ECM (Transact Content Management) solution available on the market today. Even better, it’s a complete open source platform, priced in a similar fashion so users can easily grasp the full solution.

Alfresco is the leading open source alternative for enterprise content management (ECM). It couples the innovation of open source with the stability of a true enterprise-class platform. The open source model allows Alfresco to use best-of-breed open source technologies and contributions from the open source community, to get higher quality software produced more quickly at a much lower cost.

Alfresco Resources

Alfresco Web Site

Alfresco-Ephesoft Partner Page

Alfresco-Ephesoft Solution Page

Alfresco and Ephesoft Announce Technology Partnership

Showcase By Mutual System Integrators:
Zia Consulting: Easy Records Management using Ephesoft, Alfresco and Zia
VLC: Netherlands’ VLC Becomes Ephesoft Partner and Signs First Customer
CIGNEX: CIGNEX & Ephesoft announce global alliance to help clients lower TCO on their ECM implementations by up to 90%

Ephesoft is a Blue Prism Technical Alliance Partner and provides a supported Document Intelligence Visual Business Object (VBO) for Blue Prism. Ephesoft Transact is used in some of the leading, global financial institutions, working hand-in-hand with RPA in a variety of use cases: new account openings, loan approvals and trade finance. Our application’s flexibility and ease of integration create a powerful smart automation platform for any organization.

Box (NYSE:BOX) is the Cloud Content Management company that empowers enterprises to revolutionize how they work by securely connecting their people, information and applications. Today, Box powers more than 71,000 businesses globally, including AstraZeneca, General Electric, P&G, and The GAP. Learn more at www.box.com.

Infor is fundamentally changing the way information is published and consumed in the enterprise, helping 73,000 customers in more than 200 countries and territories improve operations, drive growth, and quickly adapt to changes in business demands. Infor offers deep industry-specific applications and suites, engineered for speed, and with an innovative user experience design that is simple, transparent, and elegant. Infor provides flexible deployment options that give customers a choice to run their businesses in the cloud, on-premises, or both.

Infor Resources

Infor Website

Unlock Your Data with Intelligent Capture – IDM Capture Powered by Ephesoft

Infor Document Management Brochure

Healthcare Solutions with IDM Capture

Ephesoft is a Microsoft Gold Cloud Platform partner, and has built our Smart Capture® technology to take advantage of all the benefits of the Azure Cloud infrastructure, providing a powerful SaaS offering through web services. Along with Azure, we provide scanning, capture and analytics solutions that integrate with Microsoft technologies, including: O365, SharePoint, Dynamics, Flow, SQL Server and Power BI.

Ephesoft was chosen as one of eleven charter partners for their Preferred Content Services Partner program based on our supervised machine learning technology for enterprise content capture and data discovery. Ephesoft is a Microsoft Co-Sell Certified partner.

Microsoft Resources

Visit Partner Portal
Use case: Contract Management with Ephesoft and SharePoint Online

By combining Nintex’s automated and intelligent process automation system with Ephesoft’s Smart Capture® platform, you can create the foundation for Intelligent Processing Automation (IPA). Leverage Ephesoft’s supervised machine learning engine to classify and extract data, exporting it directly into Nintex workflows, all without code.

UiPath is leading the “Automation First” era – championing one robot for every person, delivering free and open training and collaboration and enabling robots to learn new skills through AI and machine learning. Led by a commitment to bring digital era skills to more than a million people, the company’s enterprise Robotic Process Automation (RPA) platform has already automated millions of repetitive, mind-numbing tasks for business and government organizations all over the world, improving productivity, customer experience and employee job satisfaction. UiPath currently has a global thriving RPA developer community of more than 250,000 members and is well on its way to democratize RPA and support the digital business revolution. It continues to accelerate the product roadmap, particularly with innovations that integrate machine learning (ML) and AI algorithms.

UiPath has become one of the fastest growing enterprise software companies in history. The company is backed by over $400 million in funding from Accel, CapitalG, Credo Ventures, Earlybird’s Digital East Fund, IVP, Kleiner Perkins, Madrona Venture Group, Meritech Capital, Seedcamp and Sequoia.

www.uipath.com | Facebook | Twitter | LinkedIn

UiPath Resources

Ephesoft Transact in UiPath Go!
Ephesoft Transact for UiPath Documentation

Canon U.S.A., Inc., is a leading provider of consumer, business-to-business, and industrial digital imaging solutions. Its parent company, Canon Inc. (NYSE:CAJ), a top patent holder of technology, ranked fourth overall in the U.S. in 2010†, with global revenues of more than US $45 billion and is listed as number five in the computer industry on Fortune Magazine’s World’s Most Admired Companies 2011 list. Canon U.S.A. is committed to the highest levels of customer satisfaction and loyalty, providing 100 percent U.S.-based consumer service and support for all of the products it distributes. At Canon, we care because caring is essential to living together in harmony. Founded upon a corporate philosophy of Kyosei – “all people, regardless of race, religion or culture, harmoniously living and working together into the future” – Canon U.S.A. supports a number of social, youth, educational and other programs, including environmental and recycling initiatives.

Canon Resources

Canon Web Site
Canon Scanners Site
Canon Alliance Site

Epson is a global imaging and innovation leader dedicated to exceeding the vision of customers worldwide. We offer a versatile, world-class line-up of scanner solutions with the performance, reliability and compatibility that businesses demand. Epson also has a number of compact, energy-saving, high-precision technologies, ranging from printers and 3LCD projectors to sensors and other microdevices. Led by the Japan-based Seiko Epson Corporation, the Epson Group comprises more than 78,000 employees in 99 companies around the world, and is proud of its ongoing contributions to the global environment and the communities in which it operates.

Epson Resources

Epson Business Scanning Solutions 2019 Line Guide
Epson Document Scanners
Espon Website

Fujitsu Computer Products of America, Inc. (FCPA) is an established leader in the document imaging market, featuring state-of-the-art scanning solutions in the workgroup, departmental, and production-level scanner categories. Fujitsu scanners deliver speed, image quality, and great paper handling, along with easy integration and compatibility with over 200 document imaging applications.

Providing complete portfolio of business technology services, computing platforms, and industry solutions. Full suite of onshore, near shore and offshore system integration, outsourcing, and datacenter services covering applications, operations, infrastructure, customer service, and multi-vendor lifecycle services.

Fujitsu Resources

Fujitsu Website

Ephesoft is a HP JetAdvantage Partner Program. After completing rigorous vetting in the form of HP’s “ACT” process – Accreditation, Certification and Testing – HP now resells Ephesoft Transact. HP Inc. creates technology that makes life better for everyone, everywhere. Through their portfolio of printers, PCs, mobile devices, solutions and services, we engineer experiences that amaze. More information about HP Inc. is available at www.hp.com.

K2 is a leading provider of business application platforms and solutions that empower people to build and run business apps, from the very simple to the highly complex, limited only by their imagination. The low code platform allows users to create customized business applications – using workflows and forms –that stretch across roles, departments, and data sources. Understanding the importance of getting the right information to the right people at the right time, K2 allows business users to make smarter, data-driven decisions, fast. In this fast-paced environment, workforces can stay focused on building and growing the business, instead of managing processes.

With its products used across the Fortune 500 and mid-market, K2 currently has more than 1.5 million users in more than 80 countries.

K2 Resources

K2 Website

Konica Minolta Business Solutions U.S.A., Inc. is reshaping and revolutionizing the Workplace of the Future™ (www.reshapework.com). With our comprehensive portfolio, we deliver solutions to leverage mobility, cloud services, and optimize business processes with workflow automation. Our All Covered IT Services division offers a range of IT strategy, support, and network security solutions across all verticals. Konica Minolta has been recognized as the #1 Brand for Customer Loyalty in the MFP Office Copier Market by Brand Keys for nine consecutive years and is proud to be ranked on the Forbes 2016 America’s Best Employers list. Konica Minolta, Inc. has been named to the Dow Jones Sustainability World Index for five years in a row. We partner with our customers to give shape to ideas and work to bring value to our society.

Konica-Minolta Resources

Konica Minolta Website
Facebook
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Nuxeo helps organizations build rich content management solutions using a flexible, extensible and performant content management platform. Nuxeo is committed to changing the way Enterprise Content Management, Digital Asset Management and Case Management problems are solved. Nuxeo is focused on creating the world’s most developer-oriented ECM platform to solve content and information oriented problems, one that supports building applications that take advantage of modern technologies and agile methodologies. Customers can learn how to integrate Ephesoft Transact with the innovative Nuxeo platform here.

Nuxeo Resources

Nuxeo Website

Nuxeo + Ephesoft Datasheet

OPEX is a recognized global technology leader in document imaging, high-speed mailroom automation and material handling. Since 1973, OPEX systems have provided performance-enhancing workflow solutions and cost effective results to thousands of organizations worldwide. OPEX systems are installed in financial services, healthcare, government, nonprofit, utility, service bureau, insurance, telecommunications, and university/educational marketplaces around the world.

Opex Resources

Opex Website

Quest Diagnostics empowers people to take action to improve health outcomes. Derived from the world’s largest database of clinical lab results, our diagnostic insights reveal new avenues to identify and treat disease, inspire healthy behaviors and improve health care management. Quest annually serves one in three adult Americans and half the physicians and hospitals in the United States, and our 45,000 employees understand that, in the right hands and with the right context, our diagnostic insights can inspire actions that transform lives. Quest will use Ephesoft’s smart document capture capabilities through Quanum Enterprise Content Solutions, for seamless user access to quickly find documents, image files and other content across various systems used by a hospital or other large-scale health organizations.

Quest Diagnostics Resources

Quest Diagnostics Web Site
Quest Quanum Web Site
Quest Quanum Login

Red Hat®, the world’s leading open source and Linux® provider, is headquartered in Raleigh, NC, with satellite offices worldwide. Red Hat is leading Linux and open source solutions into the mainstream by making high-quality, low-cost technology accessible.

Red Hat provides operating system platforms along with virtualization, middleware, applications, management, and service-oriented architecture (SOA) solutions, as well as support, training, and consulting services to customers worldwide and through top-tier partnerships. Red Hat’s open source strategy offers customers a long-term plan for building infrastructures that are based on and leverage open source technologies with a focus on security and ease of management.

Red Hat Resources

Red Hat Website
Press Release: Ephesoft approved to join Red Hat® Partner Program

Tata Consultancy Services is an IT services, consulting and business solutions organization that has been partnering with many of the world’s largest businesses in their transformation journeys for the last fifty years. TCS offers a consulting-led, Cognitive powered, integrated portfolio of IT, Business & Technology Services, and engineering. This is delivered through its unique Location Independent Agile delivery model, recognized as a benchmark of excellence in software development.

A part of the Tata group, India’s largest multinational business group, TCS has over 417,000 of the world’s best-trained consultants in 46 countries. The company generated consolidated revenues of US $19.09 billion for year ended March 31, 2018 and is listed on the BSE (formerly Bombay Stock Exchange) and the NSE (National Stock Exchange) in India. TCS’ proactive stance on climate change and award winning work with communities across the world have earned it a place in leading sustainability indices such as the Dow Jones Sustainability Index (DJSI), MSCI Global Sustainability Index and the FTSE4Good Emerging Index. For more information, visit us at www.tcs.com.

Automation Anywhere is the leader in Robotic Process Automation (RPA), the platform on which the world’s leading organizations build world-class Intelligent Digital Workforces. Automation Anywhere’s enterprise-grade platform uses software bots that work side by side with people to do much of the repetitive work in many industries. It combines sophisticated RPA, cognitive and embedded analytic technologies. More than 2,800 customer entities and 1,600 enterprise brands use this AI-enabled solution to manage and scale business processes faster, with near-zero error rates, while dramatically reducing operational costs. Automation Anywhere provides automation technology to leading financial services, insurance, healthcare, technology, manufacturing, telecom and logistics companies globally.

For additional information, visit www.automationanywhere.com.

OCR Solutions provides software imaging applications that utilize OCR (optical character recognition), Artificial Intelligence and Machine Learning. OCR focuses on ID reading systems that capture the front of an ID, Passport and even credit cards and turns it into actionable electronic data.

OCR Solutions Resources

OCR Solutions Website
CaptureMax SDK Brochure

Catalytic, the next-gen digital process automation provider, supercharges employee productivity with smart workflows. Using Catalytic, anyone can easily build low-code automations that connect systems, data and people so companies can execute higher volumes of work with less time, cost and risk.

In one collaborative platform, IT and non-technical users alike can embed AI, integrations, and data analysis tools into everyday operations. Then, recurring information gathering, document processing, decision-making and reporting become more automatic, rapidly boosting operational efficiency and transforming organizations at scale.

To learn more, visit: https://catalytic.com/.

Catalytic Resources

Catalytic + Ephesoft Integration

Press Release

NetSuite is the #1 cloud ERP

Ephesoft is part of the SuiteCloud Developer Network (SDN), a dedicated, end-to-end program geared toward developers who build specialized and complimentary solutions to extend the NetSuite platform.

Resources

https://www.netsuite.com/portal/home.shtml

https://www.suiteapp.com/Semantik-for-Invoices

The leader in enterprise automation, Workato helps organizations work faster and smarter without compromising security and governance. Built for Business and IT users, Workato is trusted by over 11,000 of the world’s top brands like Broadcom, Intuit, Box, Autodesk, and HubSpot. Headquartered in Mountain View, Calif., Workato is backed by Altimeter Capital, Battery Ventures, Insight Venture Partners, Tiger Global, and Redpoint Ventures. For more information, visit www.workato.com.

Resources

To find Ephesoft on the Workato app directory, click here.

• Blog: https://www.workato.com/the-connector/
• Business Systems Community: https://systematic.workato.com/
• Twitter: http://www.twitter.com/workato
• LinkedIn: https://www.linkedin.com/company/workato

Founded with the mission to radically change how enterprises automate complex business processes, JIFFY.ai puts the power of real-time innovation in business users’ hands. JIFFY.ai delivers HyperApps – pre-packaged and true end-to-end automation applications that are reusable and extensible across an entire enterprise – on their JIFFY.ai AUTOMATE cognitive automation platform that includes capabilities ranging from intelligent document processing and natural language processing capabilities to RPA and Low Code/No Code development. To learn more, visit jiffy.ai.

Resources

Press Release

Fujitsu Computer Products of America, Inc. has been delivering industry-leading imaging solutions and unsurpassed customer experiences for more than half a century. Our portfolio unlocks the full potential of document scanning with scalable software that captures the data from every document in the highest quality possible, and saves it in the cloud or using it as an on-premise solution. Together with our partner network, we help organizations work more efficiently, make their workflows more reliable and make data processing faster, so our customers can leverage their full digital potential. Learn more at https://scanners.us.fujitsu.com/products

Resources

Press Release

Demo

Kevin Harbauer is the Chief Technology Officer at Ephesoft and brings 20 years of diverse software development, management, operations and implementation experience. He has proven success building and leading high-performing product development and IT organizations. Similarly, he has helped organizations adopt innovative technologies and practices, including DevOps, Continuous Delivery, Software-as-a-Service, cloud-based, cybersecurity initiatives and data-driven operations.

Previously, as the CTO and CISO for Healthwise, he delivered measurable growth and advanced Healthwise’s mission by aligning product and technology strategies with the company’s corporate vision. In addition, he provided thought leadership around the development, presentation and implementation of the Healthcare interoperability standards and was an early adopter of cloud-based infrastructure in the healthcare sector. Prior to his time at Healthwise, Kevin was Director of QNXT development at QCSI and TriZetto, where he led a large development organization and was responsible for delivering industry-leading products to the health care payer market. Kevin achieved a BS in Computer and Information Science at the University of Maryland College Park, a MBA from University of Phoenix and completed an executive education program from the Sloan School of Management at MIT.

We operate with focus and intent. We live every day to the fullest and take nothing for granted.

We believe that Ephesoft exists to create the most productive organizations in the world.

We take personal accountability for building products and services with integrity that help our customers win.

We take risks in pursuit of greatness. We have each other’s back and embrace a culture of continuous improvement.

We look to encourage and amplify the talents of those around us.

We are proactive in solving the problems of tomorrow, today.