opticRM - Requirement Presentation

OpticRM: 

OpticRM Developers: John Klein Roberto Vieras Charles Reed Garry Ledford

Wallet Video: 

2 / 19 Wallet Video

The Problem: 

3 / 19 The Problem Currently, most individuals collect paper receipts stuffed in wallets or purses and report their expenses upon returning to the office, hoping they haven’t lost anything.

The Problem - cont: 

4 / 19 The Problem - cont Organizations need receipts in order to reimburse their employees. Consumers like to have access to receipt information for purposes of returns or warranties. Nonprofit organizations need to track information like taxes in order to deduct it from their end of year finances. The US Government needs to track every penny for expense reports

Why Solve the Problem?: 

5 / 19 Why Solve the Problem? Other solutions are using dated technology (Example NeatReceipts ) Time consuming to enter data Global increase in productivity Smart phone applications on the rise

The Idea: 

6 / 19 The Idea The OpticRM application, soon to be available on both the Android and Windows 7 marketplaces, will allow users to digitally store all the essential information on a receipt by simply taking a picture of it. It works by taking advantage of Optical Character Recognition to recognize the text on the receipt, and then sort that information in a format making it incredibly easy to generate graphs and reports on your phone and personal computer.

The Idea - cont: 

7 / 19 The Idea - cont Use an existing OCR Develop on multiple smart phone OS (Android/WP7) Sync with remote database Generate reports Export to common financial software Mileage tracking with GPS

Android Market Research: 

8 / 19 Android Market Research “Receipt Filer Lite” by Camfiler LLC (Free, 50,000+ downloads, 4/5 Stars) doesn’t offer OCR, export, or reports The “Gold” version ($3) with 1,000+ downloads offers the export features bonus but still no OCR or reports Reviews “Ugly interface” “Camera function doesn’t work. Have to force close every time I use”

Android Market Research: 

9 / 19 Android Market Research “Lemon – Receipts Refreshed” by Lemon INC offers a service where they will receive an email with a picture of your receipt and they manually enter the data.(Free , 50,000+ downloads, 4/5 Stars) Requires internet connection Reviews “Terrible, takes forever to get my receipt info back” “Have to be online to use” “They stole information about my credit card never use again”

Android Market Research: 

10 / 19 Android Market Research “Expensify – Expense Reports” by Expensify, offers a OCR but can only scan merchant name, final total and date (no itemizing, tax, tips or merchant info) They charge $10 per 50 receipts and have 4/5 Stars with 100,000+ downloads Reviews “No kilometers in mileage” “You must be joking..50 cents a scan is insane” “Falsely claiming to be free” “Needs internet for most operations”

Windows Phone Market Research: 

11 / 19 Windows Phone Market Research Currently there is only one application on the market titled “Certify Wallet” that offers manual entry. No reports, OCR or export. Potential to be the first on the Windows 7 Market with our features.

Demo: 

12 / 19 Demo The user starts the application and views the following menu. In this scenario the user will be entering a receipt and using the OCR feature.

Demo: 

13 / 19 Demo Here the user takes the picture of the receipt. A receipt that is too long here will need to be taken in two photos. This example, the receipt is just right. This receipt is for a Chick-fil-A ™ purchase

Demo: 

14 / 19 Demo The user must then line up the left top corner of the receipt to the top left corner of the screen. Auto focus will attempt to take care of any blur issues.

Demo: 

15 / 19 Demo After the user confirms the picture, this menu is displayed. The user will click Auto/OCR to automatically pull the text from the picture.

Demo: 

16 / 19 Demo Here, the user presses the button on the top for either store, date and total price The user then swipes to highlight the value associated to the button they pressed After all highlighting is done, the user presses the confirm button

Demo: 

17 / 19 Demo Date was returned from the OCR along with the Totals Notice the loading icon for store name since it was not returned from the OCR as of yet

Demo: 

18 / 19 Demo From the main menu , the user presses the audits button. The audits menu will display functions related to accessing the entered receipts (Reports Export Receipt Listings) In this example, the user wants to view the receipt information returned from the OCR. The user clicks View/Modify Receipts

Demo: 

19 / 19 Demo This menu displays a listing of all receipts. The Chick-fil-A™ receipt is loaded and you can see the total of $9.14