Distributed Capture & Document Capture
Capture is only a part of the ECM universe, but a crucial part nonetheless. Once a document is captured into an Enterprise Content Management system, it must be stored, perhaps put into a workflow process, archived, and made available for retrieval. Retrieval is in many ways the main thrust of an ECM system (no point putting it in there if you can’t ever see it again); retrieval is dependent on the index values associated it with it, which brings us back to capture.
Capture is the process of getting documents (and their data) into the system. Distributed Capture is the mechanism by which documents from a variety of locations (near and far) enter the system. The easiest way to do this is to utilize the file system. When different offices (or locations — work from home, anyone?) of a company are on the same network, specific locations on the shared file system can be designated for various purposes. Different directories can be used to input different kinds of documents.
This type of taxonomy works okay for existing electronic documents (Word files, spreadsheets, PDFs, etc); but what about hard-copy? The seemingly ubiquitous paper which exists in our so-called paperless office? Well, it needs to be scanned in. You want documents classified in a consistent manner, and the metadata (index values and other interesting info about the document) as accurate and as consistent as possible.
Consistency is key. When setting up a company-wide ECM system, it is a a key success indicator that everybody to follow the same set of procedures and guidelines involved in getting documents into the system. This can be accomplished by having a distributed capture system available.
The company I work for makes and sells a distributed capture system today. As we go through our roadmap discussions for where we want to take the product to solve customers’ future problems, we developers have have to grapple with some fundamental issues, mainly, what is the best technology to use as a platform.
It’s easy to imagine using the web to provide distributed document capture throughout your enterprise. You have centrally managed web servers. Everyone has a web browser on their computer (and cell phone, for that matter). In fact, anyone who’s ever attached a document using an html-based email program has already exercised the base technology necessary for a distributed capture system. One key advantage of Distributed Capture is that you get rid of paper at the source; take a moment to think about the implications of that. It’s okay, I’ll wait.
What else is needed…
There are two main improvements to simply uploading a document by way of a web page. One is the acquisition of the paper document, the other is the user-experience and business process to build into the hosting program. I’ll go into the physical acquisition in a later post, but the user-experience of a distributed capture system has to provide two things to be successful. It must be Dead Simple to Use and it must provide the functionality necessary to get good data into the system.
Our checking with users shows again and again that a single button is an attractive interface, with more functionality exposed as needed. One key question developers raise is what technology to build the interface in?
I’m sure anybody reading this has ideas of their own about the pros and cons of the platforms listed out, and perhaps other ideas to add to the list. I welcome your comments.