What is our primary use case?
Our customers use Kofax TotalAgility daily, and the solution has different rules. In addition, large businesses use this solution as they have to create many CO reports and get several invoices by email.
Kofax TotalAgility is also creative. For example, approximately ten percent of information goes to the manual system if it is not extracted correctly. In this scenario, it automatically forwards it to the manual system and assigns it to someone to verify the data. After verification, the solution provides an acceptance and goes to the finance department for processing.
Our clients get approximately 10,000 to 12,000 invoices daily, and it is challenging to handle them manually. So Kofax TotalAgility is a great design tool for reading handwritten invoices.
How has it helped my organization?
This solution directly connects to Outlook 365 and automatically reads emails. It also automatically extracts data from PDF files and verifies it with invoice numbers, purchase order (PO) numbers, total amounts and taxes. After confirming all the information, it stores it in the database. First, Kofax TotalAgility measures the existing information in the database and supplier's invoice and then matches the information sent by the supplier.
What is most valuable?
A valuable feature is the automated verification capabilities. For example, a business that sells insurance can automatically set its rules and processes. The solution automatically verifies invoices and extracts information from client cards and identity reports. The AI system works automatically and reduces manual intervention. And in situations where manual intervention is required, the devices are likely not in a proper format.
For a bank that receives thousands of applications daily, the solution helps to handle the applications, verify the applicant and approve them quickly and automatically. Once a business can define the rules, Kofax Total Agility works automatically. It also helps check the accuracy of the application. For example, if you receive invoices on the same day you approve a loan, you can check if the applications were approved correctly.
The solution helps to reduce human intervention. Some of our clients previously spent about ten dollars per invoice for processing, but after using the Kofax Total Agility, I believe they are spending only about one to four dollars.
What needs improvement?
There needs to be more accessible certification and better pricing for Kofax TotalAgility. Kofax launches a new version every year, and we experience some issues. We've worked on versions 7.2, 7.3, 7.5, and 7.9, and we are currently using the 7.10 Kofax Total Agility version.
The solution also provides several extraction features, NES quality, and VRS profiles, giving the front-end soft utilities. A downside is that the tools are very costly and challenging to learn. You will need to purchase a Kofax License learning tool and certification to learn about the Kofax Total Agility. It is expensive, and if training could be provided on YouTube, there may be no need to get the certification and invest that much money. The learning tool shows you how the use the application and how you can improve your business by using the tool.
There are limitations to the software. For example, it does not support G-Queries, you can write in only C Sharp, and there is support only on the Windows server. There are also limitations to the hardware, probably due to Kofax's policies. For example, because of the number of applications, you can only do LEMCAD and can't do LEMCAD designs for other forms.
For how long have I used the solution?
We have been using this solution for five years.
What do I think about the stability of the solution?
The stability is very good, which is why it is probably costly. If you want to create with this solution, you need to purchase it, install it, try it out, then you can decide. They have also divided the number of certifications, tools, and small configuration tools.
Different competitors and technologies are also available in the market and are doing the same thing as Kofax. For example, Google has a tool to extract the image and data but is not a close competitor to Kofax. This is because Kofax has created a powerful tool. However, most companies choose not to proceed with Kofax because of the cost.
Some maintenance is required. The tools and applications run on a server with a database, and jobs are created automatically. Sometimes, some jobs are suspended for no reason, so we need to verify why. For example, the system sometimes processes 10,000 jobs daily, and about 20 or 50 jobs could be suspended, so you need to investigate why these jobs are suspended. It could be because the data sent by the supplier was incorrect, or the solution could not insert the data accurately.
Sometimes the servers slow down because everything runs on the system, and the system suddenly stops working. Some maintenance is required from time to time to ensure this does not occur.
The team responsible for maintenance is divided into different teams, which comprise the infrastructure team and the software and development team that provides the configuration if required. For example, the teams take care of all the servers and the database if a new supplier configuration is needed. We also have a team that maintains the database files and engineers that oversee maintenance. Some are software engineers, and others mainly work on the database.
Our team has experience with Kofax TotalAgility's integration with different environments, capacity, and the necessary frameworks in the system. In addition, we hire experts, and a different price structural team creates Azure. An infrastructure network security team is required to prevent the hacking of the system. We also have a vast database and different types of environments.
What do I think about the scalability of the solution?
The product is scalable. Kofax has launched different features, and the applications can see API in different tools. Before, the system was deploying applications at the server manually, and you needed to configure and could only recreate the package and deploy it. However, they currently try to implement and connect with different technologies such as Microsoft Azure, Cloud System, and CICD. Hence, continuous integration is available, but some things are still unavailable in their systems. Microsoft also has CRTD integration systems.
How are customer service and support?
Technical support from Kofax is very good, and we can create requests directly. Kofax also has different partners. They provide similar support but are not as good as Kofax technical support.
Because the Xerox license was not as expensive, we purchased it. However, after one year, we noticed that if we submitted a ticket to Xerox, it took approximately one to two months to be resolved. So we suspended it and directly purchased the support maintenance from Kofax, which has been great. Kofax has expert engineers to help if you face issues, and they will ask for time and provide a specific solution. They also note the problem and try to resolve it in the next version.
How was the initial setup?
The initial setup was average. Before configuration, you must complete a couple of certifications. The certifications are divided into different parts. For example, if you want to learn about administration, there is the Kofax Total Agility Administration. There are also different certifications if you want to know the basics of software installation. You can complete the online training in the online portal.
What other advice do I have?
I rate this product an eight out of ten.
Regarding advice, whoever uses this solution should get support directly from Kofax and not purchase software from a third party. If they purchase everything from Kofax, they will get the best support.
You also need to gather all your information before you use this tool and utilize experts. Engineers can provide the configuration, and they will set up the entire infrastructure after installation, create the servers, and the engineers will help to directly connect to Kofax.
When I entered the business, my company partnered with Kofax, so they provided the portal, which was paid for. I completed several certifications, each costing more than one lakh rupees. Many people don't know about the availability of this tool, and if you want to learn anything about it, you will need to take training.
I feel people are not aware of this solution. For example, when Microsoft launched Windows 10, they made it free to raise awareness. They probably did this, so customers benefit from features and purchase the new version. However, I have also noticed that people are unaware of the Kofax tools, and if they don't have an incentive, they may not pay for it.
Some industries are not using Kofax TotalAgility because they cannot provide the training, which is too expensive.