Description

Introduction

This course, Document Imaging and Workflow Automation with Fiserv Nautilus, focuses on leveraging the Nautilus ECM platform to enhance document imaging, storage, and process automation across enterprise operations. Participants will gain practical knowledge of how to capture, digitize, and manage paper and electronic documents, as well as how to design and automate workflows that optimize efficiency, accuracy, and compliance in financial institutions and other business environments.

Prerequisites

• Basic understanding of enterprise document management concepts

• Familiarity with Fiserv Nautilus fundamentals or equivalent experience

• Knowledge of general business workflows and process automation principles

Table of Contents

1. Introduction to Document Imaging and Workflow Automation
 1.1 Understanding the Need for Document Imaging
 1.2 Benefits of Workflow Automation in ECM
 1.3 Overview of Fiserv Nautilus Capabilities

2. Nautilus Document Imaging Architecture
 2.1 Components of the Imaging System
 2.2 Capture Stations and Input Channels
 2.3 Integration with Scanners and Multifunction Devices

3. Document Capture and Indexing
 3.1 Scanning and Image Processing Techniques
 3.2 Indexing, Metadata, and Classification
 3.3 Quality Control and Error Handling

4. Workflow Design and Configuration
 4.1 Introduction to Workflow Designer
 4.2 Creating and Customizing Workflow Templates
 4.3 Defining Triggers, Rules, and Actions

5. Process Automation and Task Routing
 5.1 Automating Document Routing and Approvals
 5.2 Role-Based Task Assignment
 5.3 Notifications, Escalations, and Audit Trails

6. Integration and Data Exchange
 6.1 Connecting Workflows to External Systems
 6.2 Integrating with Core Banking or ERP Applications
 6.3 APIs and Data Synchronization

7. Monitoring and Optimization
 7.1 Workflow Performance Metrics
 7.2 Identifying Bottlenecks and Process Improvements
 7.3 Reporting and Analytics for Workflow Management

8. Security, Compliance, and Governance
 8.1 Managing Access Controls and Permissions
 8.2 Ensuring Data Privacy and Regulatory Compliance
 8.3 Retention Policies and Audit Readiness

9. Practical Scenarios and Case Studies
 9.1 Banking Document Imaging and Approval Workflows
 9.2 Automating Loan or Account Onboarding Processes
 9.3 Best Practices for Implementation and Scaling

The Document Imaging and Workflow Automation with Fiserv Nautilus course equips participants with the skills to design and manage efficient, secure, and compliant digital workflows. By mastering imaging and automation features, learners can significantly enhance document processing efficiency, reduce operational costs, and support their organization’s digital transformation goals.