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ASP
Data Entry
As published at ITtoolbox by John R. Haley. Copyright ©
2000.
Data
comes into an organization in many forms. Although more
and more information is available electronically, the reality
is that most of it comes on paper documents or faxes and
is not immediately computer-readable. This data must be
converted into computer-readable format before it can be
used in the appropriate computer systems.
The
sooner the data is available electronically, the more use
can be made of it, so it is usually desirable to capture
the data wherever it first comes into the organization.
For many companies, data first enters in the field or in
an office or department geographically distant from headquarters.
However, large volumes of data are most efficiently keyed
by a centralized data entry department.
Organizations
typically solve this problem in one of several ways:
Batch
the documents and ship them to another location for keying;
Scan the documents and transmit the images to another location
for indexing and retrieval;
Key locally by knowledge workers or other non-professional
keyers;
Make do with business processes that do not require the
data in electronic format.
None of these solutions are optimal.
Batching
the documents and sending the paper forms for keying delays
the availability of the data and risks having the papers
lost or damaged in transit. If the data entry is outsourced,
confidentiality and control over the data become issues.
Transmitting
document images to remote locations for data capture is
faster than shipping documents but usually requires expensive
high speed data lines. This is an inefficient use of bandwidth
because that capacity is used only in bursts during the
day.
Another
approach is to key the data locally. Typically, knowledge
workers or administrative personnel will key it in. They
won't usually key as quickly or accurately as professional
operators will, but their familiarity with the data helps
prevent transcription errors and saves time if they add
codes or other information.
In this
situation, many organizations have information keyed online
directly into mainframe systems. Again, expensive high-speed
data communications lines are required to link remote data
capture stations to the mainframe. Mainframe data entry
systems are often unavailable at certain hours of the day
and may not be as fast or efficient as off-line data entry
systems.
Making
do without the data in electronic format means the organization
cannot take advantage of Electronic Resource Planning (ERP),
Customer Relationship Management (CRM) or other enterprise
systems.
To be
competitive today, all of an organization's important information
must be available electronically. The faster the data is
available, the more useful it is and the more of a competitive
advantage is gained by using it. The data must also have
a high degree of accuracy, as "bet-the-business"
decisions may be based on it.
Our
goals must be to:
Have
necessary information keyed in from documents as soon as
possible after they enter the organization;
Make the resulting data available for use as quickly as
possible;
Make the data as accurate as possible.
The new technology of the ASP model provides a way to accomplish
these goals. Data can be performed wherever it is most convenient.
All that is needed is a computer with a connection to the
Internet. Professional data entry software is used to increase
the accuracy and speed of data entry, regardless of who
is keying. The data is retained on a central server, making
it available quickly and keeping the data under the organization's
control at all times.
I. What
is ASP Data Entry?
ASP
Data Entry is the process of entering data into a computer
system from remote locations. Specialized data entry software
is used to increase productivity, decrease costs and improve
data accuracy. The Application Service Provider (ASP) technology
is used to link the remote workstations into a central data
repository. The new technology of ASP Data Entry allows
organizations to take advantage of data entry software while
entering data wherever it is most convenient.
II.
What is Data Entry Software?
Specialized
data entry software such as Viking’s ImagEntry or
VDE+Images allows data to be entered faster and more accurately
than using Windows dialog boxes or systems that are directly
connected to a mainframe system.
Today’s
interactive systems are designed for intuitive ease-of-use
by users who do not have to enter a lot of data quickly
and accurately. They are not designed for rapid keying,
as anyone who has tried to fill out a form that requires
constant switching between a keyboard and a mouse can testify.
They are particularly poorly suited for entering large amounts
of repetitive data.
Specialized
data entry systems designed for professional data entry
personnel offer significant improvements in productivity
and accuracy. They incorporate dozens of features designed
to make keying faster. They also build in edits and validations
that check the data entered and test it for accuracy. Immediate
feedback when information is entered incorrectly allows
it to be fixed quickly, when it is least expensive to do
so.
Data
entry software can be used as a front end for many types
of applications. It can also replace slower keying modules,
such as the indexing module that comes with most imaging
systems.
Data
entry software is usually easy to integrate with virtually
any kind of application that requires extensive keying.
It is also typically very easy for operators and knowledge
workers to use, requiring little training to get up to speed.
Typical
uses for data entry software include:
Insurance
Claims
Credit Applications
Personnel Records and Change Notices
Accounts Payables
Accounts Receivables
Payroll Information
Survey Forms
Tax Forms
License Applications
III.
Benefits of Remote Data Entry Using an ASP
A. Save
money
Typical
ASP users estimate 30-40% savings over traditional implementations,
when the Total Cost of Ownership (TCO) is considered. TCO
takes into account the full cost of using a software application.
In addition to the price of the software, it includes software
implementation, training and maintenance costs; the cost
of the hardware, networking and other infrastructure required
to run the software; and the fully loaded cost of the IT
staff needed to implement, maintain and support the application.
These
expenses are lower for ASP implementations because the ASP
can spread out many of these costs across multiple users.
In addition, implementations are faster and easier because
standard hardware and software configurations are used.
Savings also accrue from being able to use older PCs, Macs
and laptops as workstations.
Beyond
cost savings, there are other financial benefits to the
ASP model:
The
up-front capital investment in hardware, software and other
infrastructure is eliminated when renting from an ASP.
The rental model matches costs more closely with the associated
revenues. This is an important cash flow and budgeting consideration.
It is no longer necessary to invest in excess capacity to
handle overflow workloads. Usage can be scaled up or down
as needed. Outsourcing also becomes an option for more organizations.
Having a predictable monthly IT expense makes budgeting
easier.
B. IT Benefits
The
ASP model relieves the organization’s IT staff from
the burden of implementing, maintaining and supporting the
data entry software application and associated hardware.
The
organization doesn't have to wait for availability of IT
staff to schedule implementation. The ASP company and the
data entry software company can provide professional services
and support to augment the already overburdened internal
IT staffs.
C. Expand
work force options
The
ASP remote data entry technology enables the organization
to explore new and different methods of staffing. Home workers,
such as mothers who want to work from home and perhaps only
part-time, add an untapped and high quality source to the
labor pool. Physically disabled persons, both permanent
and temporary, can also be a very good labor source.
In addition
to improving the quality of the data entry work force, using
home workers saves the cost of the infrastructure to house
them: office space, furniture, etc.
ASPs
also make it easier to implement telecommuting, which may
include persons who work part-time in the office and part-time
at home. Telecommuting is a benefit highly valued by many
employees and one that benefits the community because it
eases traffic congestion. The ASP's centralized performance
statistics make it easier to monitor performance and manage
telecommuters.
ASP
Data Entry makes outsourcing a viable option for more organizations.
The data entry providers may be domestic companies, individuals
or firms located in low labor cost countries overseas. Outsourcing
to locations in other time zones can improve the timeliness
of data preparation because the work can be done at times
when the organization’s offices are closed. In the
USA it is very difficult to staff the second and third shifts
with qualified persons.
D. More
control over outsourcing
The
ASP model allows the organization to employ multiple data
capture companies or to easily switch providers if the service
or cost is unsatisfactory. It also makes it practical to
only outsource a portion of the work in order to speed completion
or to handle overflow situations.
With
ASP Data Entry, the organization maintains control over
the data. All data resides on a central server no matter
who keys it. Since data is kept in-house, keyed results
are available faster. In addition, the central data repository
allows better monitoring capability. Performance statistics
are centralized and are available faster.
E. Faster,
easier roll out of upgrades and changes
Changes
to the data entry form setups, validations, edits and etc.
are quickly rolled out to all users because it is all contained
in one place. Changes appear instantaneously to all users.
This eliminates problems with some sites or some operators
using the wrong versions. The data entry setup can be done
from a central location, or it can be delegated to remote
sites.
F. Faster
time to market
Events
happen at Internet speed today. With the ASP model you can
start tomorrow: there is no need to wait for hardware and
installation. Project momentum can be maintained and important
deadlines met.
You
can improve your data entry procedures to speed data entry
and increase accuracy without taking IT staff time or budget
away from other projects.
G. Easily
scalable
The
ASP rental model lets you upgrade hardware and/or software
with just a phone call. There is no need to waste time negotiating
a license for additional seats and installing the software.
There is also no delay when you need to expand your server
capacity. You can easily scale your use of the software
up and down as needed. This lets you tie your costs directly
to your revenues and workload volumes.
This
is a particularly important feature for service bureaus,
which need to quickly ramp up and down in order to meet
client demands. Cash flow is greatly improved because costs
more closely match revenues. They can offer new services
and/or expand services without high up-front investment
in hardware, software, other equipment, staff and office
space.
IV.
Specific Industry Examples
The
best way to illustrate the way ASP Data Entry can improve
the work processes and bring the above-described benefits
to a company is to look at some specific examples:
A. Insurance
firm
An insurance
company with over 500 offices located across North America
can have new policy information entered where the policy
is sold, instead of having paper forms mailed in to a central
location and keyed in by the data entry group. When the
information is keyed locally, it is available faster and
should have a higher degree of accuracy since the person
who filled out the form is likely to be doing the keying.
With ASP Data Entry features, someone who is not a professional
data entry operator can still key information quickly and
accurately.
B. Construction
business
A construction
company with hundreds of work crews out each day recently
implemented a new ERP system which requires time and materials
information to be entered in the field. With ASP Data Entry,
the people who do the work can enter data directly into
a form on their laptops. That information can be transmitted
over the Internet using a wireless connection or uploaded
at the end of the day through a traditional phone connection.
This provides daily data about the profitability of different
jobs, inventory levels and payroll.
C. Software
company
A software
company does regular direct mail campaigns which allow prospects
to respond by phone, fax or with a response card. This information
must be keyed into their CRM database and leads forwarded
to the appropriate sales representative. With ASP Data Entry
the leads get to the sales representatives faster, shortening
the sales cycle and allowing the reps to reach prospects
while the leads are still hot.
D. State
government
A state
government agency has forms scanned in the day they arrive.
Data entry is outsourced to a service bureau in the Far
East. With the different time zones, the information can
be keyed overnight. When government employees arrive at
work the next day, the information is already there in the
database ready for use.
E. Manufacturer
A large
manufacturer with data entry operations in over a dozen
areas around the country usually takes several weeks to
roll out changes to data entry forms and validations. A
technical support representative has to travel around the
country, updating forms and setup at each location. With
ASP Data Entry, the update can be made once in the central
database. Everyone receives the update at the same time,
saving time and travel expense.
F. Service
bureau
With
ASP Data Entry, a service bureau that wants to start offering
a new service to customers no longer has to invest up-front
in the software, hardware and other equipment. Instead,
they can start offering the service immediately on a small
scale and ramp up quickly as they add new customers. The
easy scalability ties revenue to costs and reduces risk.
It also makes them more responsive to customer needs.
V. How
Does ASP Data Entry Work?
A. Source
documents
The
source documents for the data may exist as paper documents
or document images.
Key
from Paper (KFP)
Keying
directly from the paper source document is exceedingly efficient
using the ASP model. Even relatively low-speed dial-up lines
are more than adequate for this purpose. This is ideal for
situations where the documents arrive in, or are generated
in, a remote office or plant.
Key
from Image (KFI)
Keying
from images of documents can be faster than keying from
the paper documents. Document images allow the keyer to
be separated from the original documents, either in the
next room, or half way around the world. Remote KFI allows
you to take advantage of time zones to improve the turn-around
time to enter data. The entire batch of images does not
have to be transmitted to the remote location for keying.
With the ASP model the keying is interactive. Only snippets
of the image are transmitted to the remote location. The
data compression of Citrix’s Independent Computing
Architecture (ICA)
technology
allows satisfactory response time over relatively slow lines.
A 56KB dial-up line will work for most applications, while
DSL lines are fast enough to support a number of keyers
on the same line.
B. Server
The
data entry software resides on a server in a secure data
center. Each customer has their own, separate section of
the server reserved for their processing. Data entry formats,
validations and other set-up information are maintained
here.
The
person who will be keying the data connects to the Internet
and clicks on an icon on their desktop. This opens the data
entry application. They then start keying.
Unless
they are using a slower dial-up connection to the Internet
(which is not recommended), operators should be able to
key at least as fast as they can on a normal PC.
The
ASP model speeds data entry over the Internet through the
use of Citrix MetaFrame. With Citrix, instead of having
some processing take place on the client, as is typical,
virtually all processing is done on the server. Only mouse
clicks and keystrokes (from the user) and screen updates
(from the server) travel over the Internet. Since much less
information is sent over the Internet connection, the information
that is sent can be processed faster.
Then
the data that is entered is stored on the central server
and is immediately available for further validation or processing.
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