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DIR - Document Imaging Report
Document Imaging Report - February 3, 2022
Page 1
Table Of Contents
Capture + Process Automation = Opportunity
2
Capture Conference 2022 – Block Off September 7 & 8 in Your
Calendar Now
3
Automation Industry Growth – A Spin Through Recent Research
4
Laserfiche & Kodak Alaris Announce Joint Partnership and Bundle
Promotion
14
Objectif Lune Acquisition Strengthens Upland’s Offering to
Hardware Vendors
15
Document Imaging Report - February 3, 2022
Page 2
Capture + Process Automation = Opportunity
Why are we always so surprised at how quickly
January passes? Suddenly, it’s February. The NFL
playoffs are over, and the Super Bowl is coming
up (go Bengals because I’m obligated to dislike
the Rams as a Saints fan). The days are slowly
getting longer. We’ll be talking about spring
cleaning in a few more weeks.
What is less and less surprising is how central the
Capture industry is to ramped up efforts to
digitize work and business processes. As we all
know, paper clogs everything up. Poorly designed
digital documents that need to be ingested also clog up business processes
– maybe even “more effectively” than paper.
This issue includes our □rst reminder to secure your spot for the Capture
Conference later this year (September 7&8), a look at the process side of
automation via a review of industry research and end of year predictions, and
two short industry updates from Infosource analysts Ralph Gammon and
Barbara Richards. In our next issue look for a look at relative industry
newcomer Singularity, a Kofax update, and more.
I think this is going to be a great year for Infosource and the Capture
industry. Let’s make it happen.
Thanks for reading.
Bryant Duhon (
)
Editor-in-Chief, 
Comments, criticisms, and witticisms welcomed.
bdu@info-source.com
Document Imaging Report
Document Imaging Report - February 3, 2022
Page 3
Capture Conference 2022 – Block Off
September 7 & 8 in Your Calendar Now
Event planning never really
stops beyond a short pause
when the event is over. As
professions, we should never
stop looking for great events to
attend to make connections and
expand our expertise. We’ve got
the event for you.
This is the □rst reminder for all of
you to save the date for our
Capture Conference this year (September 7 & 8). We’ll be at the same venue
outside of Chicago as last year: Eaglewood Resort & Spa. https://www.info-
source.com/home-capture/capture-venue/
Planning for the conference sessions is ongoing – watch this space (and
online https://www.info-source.com/home-capture/) for updates.
Email Erin Dempsey (
) today to reserve your seat!
Seating is limited.
ed@info-source.com
For 2022, we are offering an online
option for those who can’t travel so
there’s no excuse to miss this
exclusive event.
If you missed last year or just want
to refresh your memory, here’s the
recap of the 
. 
2021 Capture
Conference: Capture Conference
2021 – Take That COVID
The photo  is the view over the golf
course from the lobby. I've heard it's a good course. There's also a spa. 
Document Imaging Report - February 3, 2022
Page 4
Process Automation Is a CIO Priority
“Advancing automation” is one of eight priorities in a CIO article, 
. Those of you who have been in the industry any
length of time have said something like this, “Automating redundant, cost-
inef□cient processes will not only help enterprises accommodate evolving
customer needs following the pandemic but also better position
organizations to affordably meet increasing business expectations.”
8 Top
Priorities for CIOs in 2022
In another CIO article, 
, “AI and
automation will take center stage.”
CIOs spell out top tech priorities for 2022
 points to both CIOs and tax leaders driving change. One
interesting nugget, from a sales perspective, is what the report had to say
about the role of tax leaders as unexpected collaborators in driving digital
transformation:
PwC’s Pulse Survey
Automation Industry Growth – A Spin
Through Recent Research
In our 
, I took a quick spin around capture research
from various sources. It showed what we all know – it’s a good time to be in
this industry.
August 16 issue last year
I’m going to take a quick spin around industry research from a process
perspective. As has been pointed out in nearly every issue last year, the
process automation (i.e., work□ow, BPM, case management, process mining,
RPA) market is on a collision course with the Capture market.
The quick conclusion is similar to that for Capture – it’s a good time to be a
vendor with technology that automates business processes.
As with Capture, there are many moving parts in the process market, so this
isn’t an exhaustive examination. My goal is to simply provide a snapshot of
where we are and where we might be heading based on a portion of the
research available. As I’m sure many of you already know, there is A LOT of it.
Over the course of 2022, I hope to return to and expand on many of the
themes here – both in these pages and online.
In a whitepaper from Gartner (
), one of the
three challenges for CIOs in 2022 is to “redesign work for a hybrid model.” To
do so effectively, businesses will need to invest in, among other things,
automating manual business processes.
Top 3 Strategic Priorities for CIOs
Document Imaging Report - February 3, 2022
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“That’s because tax considerations, including R&D tax credits, state tax
credits and incentives and intellectual property management can help
offset transformation costs, identify potential liabilities and add value. In our
survey, it’s clear that many CIOs are not yet fully taking advantage of this
powerful collaboration.” 
In the same research, with over
650 business executives,
including CIOs and CTOs,
responses, “60% said capitalizing
on digital transformation
initiatives was very important to
their business in 2022. It ranked
second only behind the
enduring priority of hiring and
retaining talent (77%).”
A Quick Aside on Terminology
The graphic here shows the
stages in digital transformation
where taxes are considered. 
companies to consider tax
implications of their digital
transformation initiative.
“Digital transformation” can be a
nebulous concept but automating business processes is almost always
included.
In my opinion, digital transformation (especially intelligent document
processing and process automation) are necessary or play at least a
supporting role for 4 of the 5 business initiatives driving IT investments in
2022 from IDG’s 
 research
State of the CIO
□. Increasing cybersecurity protections
□. Increasing operational ef□ciency
□. Improving customer experience
□. Transforming existing business processes
□. Improving employee productivity
I could share additional examples, but I think these are enough to make the
point – companies continue to look to digitally transform their business.
When done correctly, that always means automating document ingestion
(paper or digital) and moving those documents through a work□ow to
achieve a particular business objective.
Document Imaging Report - February 3, 2022
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Hyperautomation. Capture. Capture 2.0. Intelligent Data Processing.
Intelligent Document Processing. Intelligent Automation. Digital Process
Automation. Process Automation. Digital Transformation. Arti□cial
Intelligence. All of these phrases, and I feel like I’m missing a few, are used
throughout the IT world to convey the idea of automating business
processes.
While digital transformation is so amorphous as to be almost anything and
often seems to be used as shorthand for whatever particular technology a
vendor is selling or an analyst is writing about, the others have speci□c
meaning. Well, arti□cial intelligence can be stretched to cover a huge range
of use cases, from automated chat and voice responses for customer service
to quickly training capture implementations to identify and sort documents.
“Intelligent” also seems to be shorthand for automation that includes AI.
Different analyst □rms de□ne these industry segments differently. Some are
weighted towards RPA and work□ow vendors. Others lean to include more
of a traditional capture vendor focus.
Regardless, whichever research □rm you choose (and you should include
Infosource for the most accurate coverage of the industry); all of them have
growth in digitization/automation markets going up and to right. That
crosses every technology and combination depending on which report one
reads: computer vision, machine learning, RPA, AI, process automation
(work□ow, BPM, process mining, etc.), etc. The market is growing for the
foreseeable future.
For our purposes here at Document Imaging Report, I like the way
automation is framed in a Parascript whitepaper, 
, written by Richard Medina of Doculabs:
Intelligent Automation:
Capturing the Unicorn
Document Imaging Report - February 3, 2022
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State of The Intelligent Information Management
Industry – AIIM
AIIM research reveals the gaps in end user organizations and thus
opportunity for this industry.
Companies continue to be ineffective with capture and process technology.
This table jumped out at me, especially the middle two, as an illustration of
that gap between what process and capture technology can accomplish
and how companies view their use of it. Companies are performing poorly in
the two essential technology capability buckets needed for digital
transformation. 
Let’s start by talking about the unicorn. The unicorn is
the combination of AI, IC, RPA and work□ow to create
intelligent process automation that’s worthy of the
name. Until recently, intelligent process automation was
a joke: most of the tools weren’t very intelligent. They
addressed tasks not processes, and they automated little
because they had limited application and required
human assistance. But now intelligent process
automation worth its name is achievable with the
combination of RPA, intelligent capture, AI and next
generation process automation. RPA automates tasks,
intelligent capture digitizes content to feed RPA, AI
makes both RPA and intelligent capture smarter and
next gen process automation orchestrates and manages
all the pieces in the process. In this eBook, the focus is
primarily on Intelligent Capture.
Document Imaging Report - February 3, 2022
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The following two graphics from a different AIIM report, 
, illustrate the need for capture and process
together. Twenty-□ve percent say the biggest challenge is digitizing,
automating, and integrating processes. 
Conquer Information
Sprawl with Process Automation
That's an opportunity for vendors 
The second graphic indicates to me the growing need by businesses to
integrate content and processes together. 
Document Imaging Report - February 3, 2022
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Document Imaging Report - February 3, 2022
Page 10
Final Thoughts
One of the things I’ve always found fascinating about the IT industry is that
even though many IT projects fail, it’s rarely the technology that’s the main
culprit. I suspect that some of the survey respondents have experienced a
process automation implementation failure due to culture, lack of strategy,
or lack of executive leadership. This isn't really indicative of anything beyond
the technology ain't the problem -- this stuff works!
As I reviewed this piece, it really struck me that the goals of what AIIM
coined as the ECM industry are increasingly being met by this combination
of process/capture. Of course, ECM always encompassed both of those
technologies, especially capture given the association’s origins as a micro□lm
standards body.
Below are three of the ECM posters I helped to create during my time at
AIIM. As you can see, work□ow/BPM was always considered a core, though
maybe not a focus. I think the closest we got to the centrality of process for
businesses was in the skyscraper poster. If I had been smarter back then, I
would’ve doubled down on how the different technology pieces of ECM-
enabled business processes. Hindsight is fun. 
Document Imaging Report - February 3, 2022
Page 11
These images are a little hard to read. For anyone interested, I have copies of
all of these . . . somewhere in my basement. Drop me a line and I’ll do my
best to dig them out and share a cleaner photo (
).
bdu@info-source.com
For the puzzle poster below, the □ve technologies listed in the central area
are:
Document Management
 Work□ow/Business Process Management
Web Content Management
Records Management
Collaboration
Document Imaging Report - February 3, 2022
Page 12
As a former AIIM staffer, it was always frustrating to see the vast difference
between our audience (which was not insigni□cant) and the need for every
business to use the technology our vendor members offered (a MUCH larger
universe than our audience). We never could quite □gure out the “sexy” part.
Maybe there was just too much “stuff” under the ECM umbrella for it to
hang together a decade-plus ago. Though, as AIIM Fellow Baron Gemmer
told me once, “Technology that saves, or makes, money is always sexy.” While
I’ve not done an exhaustive survey of vendor marketing in this space, it feels
like many are homing in on this “sexy” message.
As ECM has morphed into almost a rump industry of “content services”
focused on where you put documents, the process and capture pieces of
the industry have drastically expanded in mindshare for CIOs and business. I
know that’s a large over-simpli□cation and it’s obviously important to be able
to safely store content for later use, but one dive into terminology per article
enough!
Document Imaging Report - February 3, 2022
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Document Imaging Report - February 3, 2022
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Infosource Insight
On January 10, 2022, 
 announced a new partnership
with 
 to offer a bundled promotion of the Kodak Alaris S2060W
departmental scanner with a Laser□che Cloud subscription. The promotion
entails with each package of □ve or more Laser□che licenses, customers will
receive a free scanner. Promotion availability is currently North America only. 
According to Leonel Da Costa, Americas regional managing director at KA,
“Our partnership will provide partners and customers alike with world-class
solutions and support that is unmatched in this industry.” Based in Long
Beach, CA, Laser□che is a content services ISV with a strong mid-market
presence and VAR channel. Laser□che launched a SaaS version of its product
in 2016 and it now accounts for over half of new sales in North America.
Kodak Alaris
Laser□che
This new partnership will build on Kodak Alaris’s status as a Laser□che
Technology Alliance Partner. The organizations will work together to develop
and bring to market applications that enhance employee and customer
experiences, and drive enterprise wide-digital transformation. Tala Baltazar,
director of corporate relations at Laser□che further highlighted the
partnership by stating “Kodak Alaris’s industry expertise and proven product
performance make it a natural □t for Laser□che’s suite of content services.”
Laserfiche & Kodak Alaris Announce Joint
Partnership and Bundle Promotion
Kodak Alaris is consistently a market leader within the departmental
scanners segment in North America. This bundled promotion with
Laser□che provides their channel partners an opportunity to up-sell to cloud
services, a natural progression for many resellers. In addition, while Kodak
Alaris  is currently offering the bundled promotion with their wireless
S2060W scanner today, it would be in KA’s best interest to expand this
promotion to include integration with their Infuse smart connected
scanning solution in the near future.  From our perspective this is a win-win
for both KA and Laser□che and their partners alike. In 2022, Infosource
predicts we will continue to see an expansion of integrated cloud-based
solutions from hardware scanner vendors and Capture ISVs.
 (
) is Senior Analyst
Hardware, Infosource. She has 20+ years’ experience within the
of□ce technology market in product development, market
research, and competitive analysis. She is responsible for
document management scanners and MFP market coverage at
Infosource.
Barbara Richards br@info-source.com
Document Imaging Report - February 3, 2022
Page 15
Objectif Lune Acquisition Strengthens
Upland’s Offering to Hardware Vendors
 has announced the acquisition of output management ISV
Objectif Lune, which develops software for managing print and electronic
output. Combined with Upland’s Capture technology, this creates a
document-centric, input-to-output offering that Upland can now present to
MFP vendors and users. You can 
.
Upland Software
read the announcement here
Upland views Objectif Lune as enabling it to “support even more of the
document lifecycle for our customers,” which is certainly a trend we are
seeing as Capture is being integrated more often as a part of larger solutions.
This started with integration with ECM/records management and work□ow.
More recently we’ve seen Capture being integrated with leading RPA and
BPM offerings.
The idea of combining Capture and output management is not new. Austria-
based 
 was a pioneer in this area, expanding from print
management with a 1999 acquisition of a Capture vendor. 
 is also a
major player in this integrated area through its acquisition of Nuance, which
it added to with last year’s acquisition of Printix. Nuance had acquired
multiple print management and MFP-focused Capture ISVs before being
sold to Kofax, which rolled up these products into its ControlSuite
offering. 
 also has print management technology to pair with
Capture.
ISIS Papyrus
Kofax
OpenText
Capture software can be deployed in a lot of places – the need to
understand unstructured information and onboard it reaches across
multiple business processes. Hardware vendors like HP are certainly looking
more closely at the document input to output lifecycle. Historically, their
businesses have been driven by printing, but as volumes decline, and many
of their devices now include scanning capabilities, Capture represents a
natural direction for expansion. It helps the print vendors embrace the trend
toward digital documents.
Infosource itself has a heritage covering the print market and a couple years
ago bought HSA, Inc., which brought us into covering Capture Software. So,
the Objectif Lune acquisition caught our attention.
Based in Canada, Objectif Lune develops software for electronic and print
output as well as mobile forms. Upland is a roll up of multiple companies in
the enterprise software space, primarily delivering its solutions through a
SaaS model.
Document Imaging Report - February 3, 2022
Page 16
Objectif Lune will be rolled into Upland’s Work□ow Automation business line,
which is based on the FileBound Capture, work□ow, and document
management suite that Upland acquired in 2013. Upland □eshed out its
business this area with the acquisition of Omtool in 2017. Omtool specialized
in integrating its software with MFP hardware to create secure fax server and
document Capture applications, with AccuRoute being its □agship product.
In addition to AccuRoute, Upland recently launched Intelligent Capture, a
cloud-based, AI-driven service, which is now being resold by HP.
Like the FileBound and AccuRoute products, Objectif Lune’s software will
continue to be available from Upland as a hybrid offering, either on-prem, in
the cloud, or through a mix.  Upland will continue to bring the software to
market through Objectif Lune’s channel, which includes many of the large
MFP vendors. Only now, Upland will be able to offer a complete scan,
work□ow, and print solution from a single vendor.
Capture to process is the name of the game these days, with print/output
emerging as another yet avenue of integration for creating end-to-end
solutions. We expect to see more activity along these lines going forward.
 (
) 
Ralph Gammon rg@info-source.com is a Senior Analyst,
Software, at Infosource. He has covered the content-services
market for more than 20 years, and formerly worked as the
editor and publisher of the Document Imaging Report.
DOCUMENT IMAGING REPORT
Business Trends on Converting Paper Processes to Electronic Format
DIR is the leading executive report on managing documents for e-business.
Areas we cover include:
□. Document Capture
□. OCR/ICR, AI, and Machine Learning
□. RPA
□. ECM
□. Records Management
□. Document Output
□. BPM
DIR brings you the inside story behind the deals and decisions that affect
your business. 
Vol. 32, No. 1
Document Imaging Report - February 3, 2022
Page 17
Managing Editor: Ralph Gammon (
)
Editor-in-Chief: Bryant Duhon (
)
Phone: +1 (301) 275-7496
rg@info-source.com
bdu@info-source.com
DIR is published approximately 15 times per year by:
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