Digital Transformation DONE RIGHT!

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Executive EdgeTommy Petrogiannis,Co-founder and President,eSignLive.Before you start building yournew classification scheme.The Whys and Wherefores of KMInformation governanceis the new blackApril-May 2017Digital TransformationDONE RIGHT!COMMISSIONER RULESWhen they can and can'tbe usedBad recordkeeping noexcuse for stonewallingDigitalSignaturesASIC's FOIWake-Up CallRecords Management on SharePoint: The Questions You Should Ask!Print Post Approved: 100002740LEGAL BRIEFING

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Lexmark leaps out of enterprise softwareThe quest by printer giant Lexmark to build an empire in theunstructured data world has officially ended, with the news it isoffloading the impressive portfolio of capture and ECM softwarefirms it had acquired since 2010. US private investment firmThoma Bravo, owner of Hyland Software, has purchased the fullsuite of solutions including the Perceptive Software business,Kofax and ReadSoft.Perceptive Software will be placed under the Hyland umbrella,while Kofax will be established again as a separate entity andabsorb the ReadSoft business. Both Hyland and Lexmarkengaged in a bidding war for ReadSoft back in 2014 — a warthat Hyland eventually lost.The Perceptive portfolio assets acquired by Hyland includePerceptive Content (formerly ImageNow), Perceptive Capture(formerly Brainware), Acuo VNA, PACSGEAR, Claron, Nolij,Saperion, Pallas Athena, ISYS and Twistage. As Thoma Bravo andLexmark owners (Apex Technology Co Ltd, PAG Asia Capital andLegend Capital Management Co, LTD,) are private entities, theamount paid for the businesses was not released.Lexmark’s Enterprise Software business lost US88 million in2015, according to Lexmark's 2015 annual report (Lexmark,which is best known for its printers, went private in November2016). It generated US534 million in revenue that year, up from US224 million in 2013 (it lost nearly US80 million in 2013).The revenue increase was largely driven by two acquisitions:Lexmark bought Kofax in 2015, and it acquired ReadSoft in 2014.Following those acquisitions, the Enterprise Software groupwent into cost-cutting mode, according to documents filed withthe U.S. Securities and Exchange Commission."We're incredibly excited to be acquiring the Lexmark EnterpriseSoftware business as it contains some of the most advanceddigital transformation technologies in the industry. ThePerceptive Software business is highly complementary toHyland, providing innovative technologies and verticalexpertise," said Seth Boro, a Managing Partner at Thoma Bravo."We're equally thrilled to partner with Reynolds and hismanagement team under the Kofax brand as a new ThomaBravo portfolio company. Their vision to digitally transform andsimplify initial customer interactions with businesses, or whatthey term the 'First Mile,' represents an exciting opportunityacross all industries."Publisher/EditorBill DawesPublished by:Transmit Media Pty LtdABN 631 354 31659PO Box 392, Paddington NSW2021, AustraliaTelephone: 61 (2) 9043 2943Fax: 61 (2) 8212 8985email: idm@idm.net.auAll material in Image & Data Manager is protected under the CommonwealthCopyright Act 1968. No material may be reproduced in part or whole in anymanner whatsoever without the prior written consent of the Publisher and/or copyright holder. Editorial contributions are welcome. All resonable effortshave been made to trace copyright holders.The Publisher/Editor bears no responsibility for lost or damaged material. Theviews expressed in Image & Data Manager are not those of the Editor. Whileevery care has been taken in the compilation of editorial, no responsibilitywill be accepted by the Editor for omissions or mistakes within. The Publisherbears no responsibility for claims made, or for information provided by theadvertiser.Kodak Alaris unveils InformationCapture “Ecosystem”Kodak Alaris has announced a series of scanner, software, andservice enhancements featured in the Alaris IN2 Ecosystem.Specifically, Kodak Capture Pro and Info Input Express Software,when combined with Alaris scanners, offer new, intelligentcapabilities including: Intelligent Exception Processing - ensures immediatevalidation of forms so any missed information at the point oftransaction is identified and fixed, resulting in better customerinteractions and greater potential to drive revenue. Intelligent Barcode Reading - produces the most accuratedata extraction results and takes complexity out of the setupprocess. Intelligent Job Select - takes advantage of specific patch codeseparator sheets to automate job switching and profiles. Thisenhances productivity by minimising downtime between jobs,and is available immediately on the i5000 Series scanners andthe rest of the product line later this year.The Info Input Solution portfolio also introduces an HTML5Client solution in addition to the current Java Script option. Onthe Services side, the Alaris IN2 Ecosystem will offer individuallyconfigurable repair and maintenance, as well as providing professional services like configuration, training and consultation.For hardware, the Kodak i4000 Series Scanners now offer theaddition of metal detection, extending this capability from thetop of the line i5000 Series. Detecting and preventing metalsuch as staples or paper clips from entering the scanner reducesdowntime and avoids damage to the scanner and documents.The inability to efficiently capture information from paper-baseddocuments and integrate with digital workflows leads tocomplexity and lost opportunity across organisations.“Within this challenge lies a massive opportunity to drive growthand efficiency,” said Rick Costanzo, President and GeneralManager, Kodak Alaris Information Management.“Companies that master digital transformation are far betterpositioned to differentiate themselves from competitors and winin the marketplace.”Contact: francis.yanga@kodakalaris.com (03) 8417 8132ELO teams up with Info ProficiencyOne of Australia’s most experienced Information Managementspecialist organisations, Information Proficiency (part of theProficiency Group Pty Ltd), has formally joined ELO’s certifiedbusiness partner network.“Information Proficiency’s reputation for excellence andefficiency precedes them” said Rainer Krause, Managing Directorof ELO Australia & New Zealand. “Needless to say that I jumpedat the opportunity to set up a formal business partnerrelationship”.The partnership with Information Proficiency gives ELO accessto an expanded capability. Following the completion of ELOcertification training Information Proficiency is now certified toprovide installation and professional consultancy services.“We’re excited at the opportunity of being able to offer ELO tonew customers looking for a powerful EDRMS at an affordableprice” said Dennis Strydom, Information Proficiency’s GeneralManager of Business Development.“Organisations across Australia, especially SME’s are in desperateneed of a quality information management tools. Our technicalteam rigorously tested ELO with a specific customer profile inmind and concluded that ELO enables customers to accessimportant management and productivity features and realisethe benefits of an IM tool at a low cost entry point”www.elodigital.com.au, www.infoproficiency.com.auImage & Data Manager 1

Melbourne University pilots blockchainfor student recordsThe University of Melbourne is to join forces with Learning Machine,a US-based company associated with the Massachusetts Institute ofTechnology (MIT) Media Lab, to pilot a blockchain basedmicro-credentialing system. It will enable employers to verify thosecredentials quickly. The University will be among a select group ofuniversities worldwide - and the first Australian institution - to trialthis technology.Pro Vice-Chancellor (Teaching and Learning) Professor GregorKennedy said the system will be trialled in an internal professionaldevelopment program run in July by the Melbourne Centre for theStudy of Higher Education with a wider roll-out being consideredfor 2018. Professor Kennedy said the decision to pilot LearningMachine’s blockchain platform for micro-credentialing is based onsupporting new types of learning recognition that are increasinglybeing demanded by students and employers in a globalised, digitalworld.“In a future where career ‘churn’ and constant technical andorganisational innovation are the norm, employers are looking forways to verify the know-how and skills of employees at a verygranular level,” Professor Kennedy said.“Similarly, students are increasingly interested in showing thespecific skills and abilities they have acquired and developed.Micro-credentials, verified through secure, distributed platforms likeLearning Machine’s are a means to address this.”Learning Machine’s Dr Natalie Smolenski said the underlyingblockchain technology gives individuals complete control and“sovereignty” over how their achievements are represented and towhom. It also stores their credentials in an incorruptible anddigitally secure system.“Anyone who needs to verify official records, such as employers, canquickly check the validity and authenticity of each certificate. Anyattempt to change, embellish, or otherwise misrepresent a micro-credential represented by a certificate will cause the verificationto fail.”Australian government tests e-invoicesAustralian technology company, MessageXchange has announcedthe successful demonstration of end-to-end transaction betweenthe Australian Government and a private sector recipient using anew Australian e-invoicing standard.The Australian Government’s Department of Industry, Innovationand Science used MessageXchange, an Australian-developed cloudservice, to securely deliver a test e-invoice to a grant recipient. Thee-invoice is claimed to be the first of its kind to be sent by anAustralian Government department.The Department of Industry, Innovation and Science’s ChiefOperating Officer, Michael Schwager said “e-invoicing will deliverbenefits to our suppliers, including grant recipients, but it will alsoallow the department to streamline its internal accounts payableprocesses. These in turn will generate efficiencies and improve thetimeliness of payments to suppliers.”The new Australian e-invoicing standard has been created through acollaboration between Government and Industry, led by the DigitalBusiness Council. The Council was founded in 2015 to develop,deploy and facilitate the adoption of digital standards in Australia. Ithas been estimated that widespread adoption of e-invoicing couldsave Australian businesses between A7 billion and A10 billioneach year. Members of the Council include the Australian TaxationOffice, Australian Government Department of Finance, NSWGovernment Department Finance, and the Australian LocalGovernment Association (ALGA). Other members include industrybodies such as the Australian Business Software IndustryAssociation (ABSIA), the Australian Information Industry Association(AIIA), Chartered Accounts (CA ANZ), and the Chartered Institute ofProcurement and Supply (CIPS).Peter Strong, CEO Council of Small Business Australia and ChairDigital Business Council commented, “e-invoicing is a transforma-tional step in Australia’s digital business movement to a streamlined,integrated and productive economy, and is an exciting step forwardespecially for the small business community. The Council isespecially pleased to see Government at the forefront of digitaltransformation.”John Delaney, co-founder and Managing Director of Australiandeveloped cloud integration service MessageXchange explained,“e-invoicing offers significant processing and payment timeefficiencies over scanned or emailed invoices. Many of Australia’slargest and most efficient supply chains already useMessageXchange, which currently processes more than 100 milliontransactions a year.”“We have demonstrated that both our MessageXchange andColladium cloud services are ready to securely handle e-invoicesusing the new Australian standard. Most importantly, we havedemonstrated that both Government agencies and Industry will beable to very inexpensively and rapidly reap the benefits of einvoicing.”Until recently in Australia, e-invoicing and Electronic Data Interchange (EDI) technologies have been predominantly used in thesupply chains of large businesses, with varying standards presentingbarriers for small businesses. Industry standardisation of e-invoicingis likely to increase adoption, while also reducing costs andcomplexity for all. The collaboration between the private sector andthe Australian Government achieved through the Council has ledto the establishment of regulation, industry standardisation andmechanisms that instil trust in the e-invoicing framework. The newframework is designed to reduce barriers to entry and provide alevel playing field for all Australian businesses that wish to adopte-invoicing.www.messagexchange.comA/NZ CIOs punch above their weight inDigital Transformation: GartnerCIOs in Australia and New Zealand (ANZ) place a higher priority oncustomer focus and digitalisation than their global peers, with moreinvesting in digital initiatives and fewer in core systems such as ERP,according to Gartner, Inc.’s annual CIO survey. The survey data showsthat ANZ CIOs are intensifying their efforts to strengthen digitalleadership, organisation and technology capabilities this year.The 2017 Gartner CIO Agenda Survey gathered data from 2,598 CIOrespondents in 93 countries and all major industries, representingapproximately US 9.4 trillion in revenue/public-sector budgets andUS 292 billion in IT spending. 173 CIO respondents were from ANZ.The survey data shows that 49 percent of ANZ CIOs are participating in digital ecosystems as platforms to exchange informationand interact electronically with competitors, customers, regulators,stakeholders and other enterprises.According to the survey findings, ANZ CIOs expect lower IT budgetgrowth in 2017 (2 percent) than last year (2.9 percent), which is alsobehind the 2017 global average of 2.2 percent. In Asia Pacific, theaverage increase expected is 4.3 percent, skewed by CIOs in bothChina and India reporting over 10 percent average increases in theirIT budgets this year. CIOs globally are reporting that they expect tospend more on digitalisation in 2017, with ANZ CIOs ahead of theoverall average on investment and focus. ANZ CIOs exceed globalpeers in their expectation of digital spend from the IT budget thisyear, as well as in their projections for 2018.ANZ CIOs cite a lack of skills and resources as their biggest barrier toachieving their objectives as a CIO. They identified the biggest talentgaps as information, analytics, data scientist and business intelligence skills, along with their global peers. However, in ANZ the nextbiggest gap is digital business/digital marketing skills, while CIOsglobally cited security. The top areas of new technology investmentsclearly show that significant spending and opportunity continues inbig data and analytics, and that cloud continues to have significantmomentum Digital investment is more popular among ANZ CIOs(28 percent) than global peers (16 percent). Proportionally fewerANZ CIOs are reporting core or ERP systems to be a top technologyarea than their global peers.

Information ManagementAlaris IN2 EcosystemTake the Complexity Out of Information CaptureWhy You Need an Integrated Approach toInformation CaptureScannersThe Alaris IN2 EcosystemDATAINFORMATIONSolution PartnersServicesBUSINESSPROCESSSoftwareAlaris IN2 Ecosystem - A Winning PortfolioThe Alaris IN2 Ecosystem simplifies informationcapture with:A range of options to fit your information capture needs, from simpledesktop capture to specialized solutions for unique technical andbusiness requirements.Proven imaging science and technology excellence: software andscanners engineered together to deliver the most accurate, mostefficient capture.Expert partners ready to create and install solutions preciselyconfigured to your business, to train and support your staff, and tomanage and maintain your capture systems trouble-free.Award-winning ScannersSoftware Kodak Capture Pro SoftwareKodak Info Input SolutionKodak Info Input ExpressKodak Asset Management SoftwarePlease contact:Kodak Alaris Australia Pty. Ltd.Toll free No: 1300 ALARIS (1300 252 747)Email: askme@kodakalaris.comwww.kodakalaris.comServices Professional servicesRepair and Maintenance servicesInstallation, Setup and Optimisation servicesTraining services 2017 Kodak Alaris Australia Pty. Ltd.The Kodak trademark and trade dress areused under license from Eastman Kodak Company.

Corrs patents legal search technologyAustralian law firm, Corrs Chambers Westgarth, has received apatent from IP Australia for a new optical character recognition(OCR) analysis technology.The technology identifies documents with low qualitysearchable text and will be used as part of a new service beinglaunched by Corrs called JustOCR.JustOCR is a cloud-based OCR service that is claimed to be 50%faster than standard in-house OCR processing and 50% cheaperthan existing OCR outsourcing options, in addition to offeringthe newly patented analysis technology at no additional cost.Standard OCR tools convert images of text into machineencoded, searchable text. Just OCR performs this same functionusing cloud resources to significantly reduce time and cost. Thefirm says JustOCR’s real innovation, however, is in the service itincludes at no extra cost - OCR analysis - which provides a qualityscore for each document to help users identify where the blackspots in their document collections are.“We are committed to helping our clients see around corners,and this is exactly what JustOCR does. OCR technology was ahuge leap forward for the legal industry, particularly in litigationcases. Our new OCR analysis feature is the next step up,providing users with a significant strategic advantage inascertaining where the gaps are in their own and other parties’document collections,” said Corrs Partner James Whittaker.Corrs Head of Innovation Graeme Grovum added: “It is also amuch more efficient option for users. Existing OCR servicestypically require a choice of speed versus cost. It can usually takea week or more to recognise 1.5 million pages and cost clientsanywhere between 2 to 4 cents per page. While that might notseem like much, the cost of outsourced OCR is prohibitive forlarge matters with millions of pages. JustOCR is able to OCR andanalyse 1.5 million documents in just a few hours and at abouthalf the price of the industry’s lowest rates.”JustOCR was developed by Corrs’ innovation and developmentteam and will be available to the open market in Australia andinternationally, as well as to Corrs clients. It is one of a numberof recent innovations launched by the firm, including its recentlaunch of Beagle Asia Pacific , a joint venture providingcompanies with practical and accessible artificial intelligencetechnology, and CAEL Verify , a collaborative project with ElevateServices to streamline the process of verifying documentstatements prior to market release.“Our pioneering mindset ensures that as a firm we are constantlyassessing the current norms and exploring whether there arebetter, more efficient solutions out there. We are committed toopen innovation and that means bringing to market ouradvancements to benefit not just our clients, but the legalprofession more broadly,” James Whittaker concluded.JustOCR is currently in closed beta, with Corrs soon to beaccepting applications to trial the product from existing clientsand non-clients alike.4 Image & Data ManagerEzeScan into the cloud with TechOneEzeScan has been providing TechnologyOne Financials userswith Invoice Processing solutions for the on-premise version ofFinancials for over five years.The company has now assured users of the cloud version ofTechnologyOne Financials that they can use the EzeScan InvoiceCapture solution for AP officers to validate and upload invoicedocument files into the TechnologyOne cloud environment as anout of the box solution.In 2016, TechnologyOne reported another record year for itscloud business, recording more than 100 per cent year-on-yeargrowth.The growth followed the enterprise Software as a Service (SaaS)provider’s introduction of its sixth generation TechnologyOneCloud, which establishes software mass production and a highlevel of automation.“SaaS finally introduces the concept of mass production to thesoftware industry. Much like mass production signalled thedemise of the cottage industry in manufacturing, true SaaSsolutions will replace the role of cloud hosting providers,” saidTechnologyOne’s Executive Chairman Adrian Di Marco.“That is why, rather than ‘lifting and shifting’ to the cloud likehosting providers, we've gone down the path of integrated massproduction through SaaS. We are proud to be one of the onlyenterprise software providers that offer a fully-integrated andconfigurable enterprise SaaS offering.“Our enterprise SaaS solution provides a compelling valueproposition to our customers, giving them what is essentially avery simple, cost effective and highly scalable model ofcomputing. We take complete responsibility to provide theprocessing power, software and services including backup,recovery, upgrade and support services for our cloud customers.”(After 30 years as one of Australia’s longest serving CEOs, TechnologyOne founder, Adrian Di Marco, recently handed over thereigns to the Australian software firm’s COO, Edward Chung.)US hospitals struggling with EHRinteroperabilityAs nearly every US hospital has an electronic health recordsystem, 41% of surveyed medical record administrators stillreport struggling with exchanging patient health records withother healthcare providers, particularly physicians not on thesame EHR platform. 25% say they are still unable to use anypatient information received electronically from externalsources. 81% of network physicians look to their core healthsystem EHRs to enable interoperability among integrated healthcare delivery providers in order to set the stage for dataintensive initiatives such as population health, precisionmedicine, and value-based payment models.“As inpatient organisations implement optimised EHR softwarethat uses FHIR to advance interoperability and HIE, the entireprovider network gains the data exchanging functionality tobetter serve patients,” said Doug Brown, Managing Partner ofBlack Book Research.“Physician groups continue to lack the financial and technicalexpertise to adopt complex EHRs which are compulsory to attainhigher reimbursements by public and private payers.”70% of hospitals aren’t using patient information outside theirEHR in Q1 2017 according to surveyed clinicians because theexternal providers' data is simply not available in their EHRsystems' workflow.22% of medical record administrators report the transferredpatient information was simply not presented in a useful format.21% of hospital-based physicians polled in January 2017 statethe data they view cannot be trusted for accuracy when sentbetween disparate systems.

DON’TGETLEFTBEHIND45% of organisations agreethat the lack of informationgovernance leaves theirorganisation wide open tolitigation and data protectionrisks. - AIIM, March 2017Contact Toshiba to let us show youhow we can optimise your businessprocesses, enforce governance andsecure your senstive data.1300 794 202www.toshiba-business.com.au

BCE takes the pain and paperhandling out of payroll processingThe headaches of handling paper forms and recordscan quickly add up when managing payroll for anorganisation with more than 11,500 employees. Asuccessful backscanning and digitisation project atBrisbane Catholic Education (BCE) has removed a lot ofthe pain from payroll administration.The BCE Head Office in Brisbane is responsible for a vasteducation network including over 139 school communities andover 72,000 students from primary to secondary. When it cametime for a renovation of the head office the inordinate amountof floorspace required in storing more than 500 boxes of paperpersonnel records was viewed as an obstacle.Brisbane solution provider Avantix cameup with a proposal to bulk scan therecords into BCE’s SharePoint repository.This included optical character recognition (OCR) to allow for indexing andinstant search.BCE’s SharePoint environment is thesecond largest in the southernhemisphere and provides an intranet formore than 250,000 users including, staffand students.The wide range of documentationrequired by the payroll departmentsuch as leave requests, contracts ofemployment, certifications, allowances,etc. would typically arrive in paper formfor manual processing into BCE’s payrollapplication, Ascender Pay.As a state educational institution, itis required to retain such records forvarying periods ranging from 7 yearsfrom date of last action to 85 years fromdate of birth.BCE’s SharePoint deployment providedthe ability for individual records to be scanned and uploaded,with a template form to allow relevant metadata to be addedindividually. However, there was no ability to undertake bulkingestion of thousands of individual files.Avantix CEO Duncan Lord, said, “We were able to come up witha compelling solution for BCE utilising the PSIGEN PSIcapturecapture platform.”“This required us to work closely with the business unit, recordsmanagement and IT to ensure a successful implementation.”To complete the backscanning project, Avantix provided bureauservices accomplished with two OPEX Falcon mixed documentcapture workstations.The project needed scanners that could handle mixed-media aswell as capture.Falcon is a one-touch document scanning workstation thatallows operators to scan a broad range of document sizes andformats with minimal labour, which makes it easy to preparethe documents for imaging. Each page is evaluated for imagequality, correct order, and orientation as the documents areprocessed.As part of the scanning workflow, a data extract was receivedfrom BCE’s payroll system to validate and populate employeenumbers, first names and surnames to ensure uniformity acrosstheir software systems.6 Image & Data Manager“Many of the individual employee files had grown over tens ofyears when different policies and records management procedures were followed, so content within records often heldsurprises,” said Lord.“By configuring direct connectivity from OPEX to PSIcapture andPSIcapture to BCE’s SharePoint libraries environment it gave usend to end automation and created efficiencies which would nothave been otherwise possible. Using PSIcapture not only was theupload of the data and documents automated and seamless wewere able to dynamically create folders and metadata columnsfor each employee record and use BCE’s Folder and documentcontent types that were already available in BCE’s SharePointenvironment.“With end to end automation being a key component ofmeeting the deliverables, the connectivity between OPEX andPSI capture was very important to us."From scan - data capture - QC and exception handling - ingestion into SharePoint was automated in a single workflowplatform for maximum efficiency and consistency across largevolumes of images and data.”As these were live personnel records, overall project timeframeand accessibility to records during to project was critical. Foremergency retrievals during the backscanning project, individual employee files were able to be located and uploaded toSharePoint within 2 hours.“The project went very smoothly and provided a great result forBCE. They now have secure digital records that are searchable,”said Lord.After the backscanning project was completed in January 2017,a complete catalogue of the contents of the 500 boxes of historical records was supplied to be barcoded and linked to BCE’slong term storage suppliers retrieval system.Each employee’s historic record is stored as a single multi-pagePDF/A file in their individual folder in SharePoint.The payroll office has now implemented day forward scanningof new records utilising a Kodak alaris i4200 scanner and KodakCapture Pro software.

Is RPA a Magic Pill ?By Shashank SinghA couple of weeks back, I was interacting with fewoperations executives from health insurance, autoinsurance and specialty insurance companies. It wasa nice cozy evening and the discussion topic was thenew buzzword in town “Robotic ProcessAutomation” aka RPA. People have different names toit also – Intelligent Automation, Bot Automation andprobably few less known ones.The general perception was that it’s a magic pill – some godlyprogrammed software which can eradicate all the pain problemsof the operations floor – mundane repetitive tasks, boringprocesses, cross-department bottlenecks, longer turnaroundtime, high operations cost. After chewing this magic pill, all willlook extremely good from the KPI perspective.Before we jump to assess whether it’s a magic pill or not; let’sunderstand what is RPA?One definition says “RPA is a sophisticated compilation ofsoftware programs which are intelligently written to captureand interpret existing applications for processing a transaction,manipulating data and triggering responses.”I think, it’s drawing too long a bow to compare RPA withRobotics as there is limited resemblance with no artificialintelligence (AI), neural networks or deep learning capabilitiesembedded. A better descriptor would be Intelligent ProcessAutomation (IPA) or Sophisticated Macros (SM) as the set ofprograms that intelligently mimic human interaction (notbehaviour) for managing a specific process and runs in acontrolled environment for best results.A few years back, there was similar excitement about BusinessProcess Management (BPM) tools promising better ROI onoperational dollars invested, but these had their own limitat

Kodak Alaris unveils Information Capture "Ecosystem" Kodak Alaris has announced a series of scanner, software, and service enhancements featured in the Alaris IN2 Ecosystem. Specifically, Kodak Capture Pro and Info Input Express Software, when combined with Alaris scanners, offer new, intelligent capabilities including: