IBM Datacap Review

Enables us to extract data from the documents to make the research of the documents easier for our clients

What is our primary use case?

We use it to capture documents issued from the business processes. For example in the sales department during the exhibition of our business process, we procure a huge amount of documents that are in paper format. To make it easier, we use Datacap to use the OCR in order to extract data from the documents to make the research of the documents easier for our clients. I have around 40 people on my team who are in charge of digitizing the documents. We have to start with the existing documents to make the gap smaller between the past and present documents. Once we finish with one department, we have to give them the means to digitize the work and the ability to do it themselves and continue the work. 

I am dedicated to code digitization which concerns too many documents at the same time. The batches are very heavy. In the same batch, we can have up to 14 folders and each folder can contain up to 1,000 pages. It's different than classic capture in which the employee has one or two documents and wants to implement them in the solution. 

What is most valuable?

I like the features that we just started using. The 2019 project was an as-is migration. With Captiva, we had a basic recognition process that was based on the indexation of each document apart. 

In tier one for example, in Casablanca, they are dealing with 2,000 folders per day. On each team, I have four people and each one is in charge of preparing the documents to review these days. Second-tier is in charge description of the documents. This discussion is made on an Excel sheet and then it generates descriptive documents that go with each folder. So we have a main page in which we can find all the metadata related to this document and so on. We ingest all of the folders in the system at the same time and the system is able to recognize all those folders and automatically classify them on Documentum. What I liked about DataCap and what made us decide to move to Datacap instead of Captiva was the licensing. With Captiva we had to pay for each page, the licenses, there are a number of pages. For Datacap we have a licensing model which is based on the number of users. We are not limited in the number of pages. This is the first thing we liked about a Datcap.

The second thing that I like about Datacap is the fingerprint capture which is easy to configure on Datacap. From the form of the document, if a document is redundant in the same department, we can configure the capture based on the form of the documents. We tell Datacap to bring this information from a certain day and then we have a symantec capture which is the ability to read the page and identify amounts based on the meaning of the phrase. For example, if the sentence says that the total amount of this operation is $2,000, for example, it will understand that $2,000 is the amount and put it as meter data.

What needs improvement?

The interface can be more intuitive. What is in common with the big solutions like EMC tool, OpenStack, IBM SharePoint, et cetera is that the platform and the interfaces are not generally user-friendly. They are powerful. This is common in between all of those solutions. It's hard to customize those interfaces to be intuitive and to be user-friendly. We have to create a new interface up to par of these strong solutions to make it user friendly. I tried many solutions in my life and I never had a beautiful solution that is powerful. 

For how long have I used the solution?

We have been using IBM Datacap since 2019. 

What do I think about the stability of the solution?

It's not very stable. We use IBM support to resolve some issues but they're not huge issues. 

What do I think about the scalability of the solution?

We use it daily on several sites.

How are customer service and technical support?

I would rate their support a three out of ten. IBM support is one of the strongest and maybe after the quarantine they will be more reactive. 

How was the initial setup?

It is easier to set up than Captiva. The configuration doesn't depend on the technical admin. The business admin can handle the configuration. In the past, we had billions of documents. For each type of document we have to configure the system to apply the security and it's important to configure each document apart. When we had Capatra we had to go back to our partner and configure the document. Now we can add members of documents without asking for support from the IT department.

To deploy a departmnet took two months without much customization. For the standard deployment, it won't take more than three months .

What other advice do I have?

For a company that wants to install Datacap, make sure to choose a suitable person to manage it. It can't be a regular IT person. You have to check the laws in each country before implementing Datacap. We have to know the law for a retention policy before starting to implement it. 

I would rate it an eight out of ten. 

Datacap has all of the features that we need. 

**Disclosure: My company has a business relationship with this vendor other than being a customer: Partner
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