It is well suited for individual transactions or a couple of transactions by the same customer. Most customers making numerous purchases at different times still prefer the paper format, given that they do not need to start from scratch each time.
If there is a desire to extract text from emails, documents, spreadsheets, and faxes this is the perfect platform for that. The only thing it does, extracting information, it does well. External information in terms of flat files, databases, and web services can be tied into the platform as well to allow line item matching, address validation, and other features that make it just an overall great ingestion system.
Document generation - it's extremely simple to integrate the data needed from our platform onto a document efficiently.
Sytem integration - having the ability to integrate to our Salesforce.com platform was a selling point, in that the open API enables us to keep documents tied to specific clients.
Email template ability - not only great for document generation, it is also great in its capability for sending and customizing the email templates along side it.
One of the things we relied on Kofax was its connector with Oracle UCM and Filenet. It was easy to configure batch classes and set up release scripts to UCM or Filent
One other aspect of it was validation scripts based on external Oracle databases. It was very helpful.
After removal of dongle, it became easier to maintain the software.
Kofax Capture's interface is antiquated and could use a refresh. An attempt was made two versions back to add ribbons and modernize the interface but anything below the first level looks and feels like a tired application.
Bugs that have existed in the platform for years are still prevalent and there is no priority to fix them. Features and critical bugs are regularly fixed but simple nagging ones that can cause a development project to close and lose all work is commonplace.
Licensing, while reasonable for lower volume solutions, becomes expensive once a project reaches a certain threshold. Ensure future planning capacity is done before purchasing to make sure it's a cost effective solution.
DocuSign was good, I used them for about 1-2 years. However we did have some issues with them as far as contract errors when sending out to the clients. There were also issues with capturing credit card information at times from the client and processing it through our billing system Overall, Sertifi is a lot more beneficial for our organization.
Kofax Capture was less expensive than the IBM product and was easier to use than both IBM and Amazon in my opinion. The unlimited scripting of Kofax Capture allowed us to fully integrate the tool into our business processes to improve our automation and reduce errors. We also looked at a product from Nuance but at the time decided to eliminate it from our evaluation.
We were able to decrease personnel expenditures as there was not a need for individuals to index documents prior to incorporating them into the record.
