Curriculum Vitae

Mark Ortiz — Document Capture & Intelligent Automation Consultant · Kofax → Tungsten TotalAgility migration specialist

Profile

Independent capture and intelligent-automation consultant with 20+ years on the Kofax platform — hands-on with every major release from Ascent Capture 5 through Kofax Capture and Kofax Transformation Modules to Tungsten TotalAgility (formerly Kofax TotalAgility). I specialise in migrating legacy capture estates onto TotalAgility: discovery and inventory, process mapping, re-write, parallel running and cutover. A migration needs both ends of that range — reading a twenty-year-old batch class and building its modern equivalent are rarely the same skill set.

Certified Kofax Capture Consultant (KC3) and former member of the KTA Leaders Council. Regularly sub-contracted by the Kofax / Tungsten Professional Services Group to deliver on their own enterprise accounts. Delivered into banking, insurance, healthcare, national government, legal and manufacturing across the UK, Europe and South America.

Core Technical Skills

Version range

Every major release since Ascent Capture 5 — Ascent Capture 5.x–7.x, Kofax Capture 8.x–11.x, Kofax Transformation Modules, Kofax TotalAgility, Tungsten TotalAgility. Comfortable reading and re-platforming batch classes and customisations built against long-superseded APIs.

Scripting lineage

SBL (Softbridge Basic) → VB.NET (Kofax Capture 8.0) → C# (Kofax Capture 10.2) → TotalAgility .NET. Able to interpret and re-implement customisations written in languages deprecated over a decade ago.

Platforms

Tungsten TotalAgility (TTA / KTA), on-premise — SPA & MCC · Kofax Capture / Ascent Capture · Kofax Transformation Modules (KTM) · Kofax Transformation Toolkit · Kofax Import Connector (KIC), incl. Advanced Scripting · Tungsten AP Essentials (formerly Kofax ReadSoft Online) · ABBYY FlexiCapture · DOKuStar · Kodak Capture

Migration

Batch-class inventory and automated discovery · transformation process re-write · version upgrade migration, taken to the then-current release · parallel running and cutover · multi-region and multi-language rollout

Development

C# · VB.NET · SBL · Java · C++ / COM · workflow agents · custom modules and panels · export connectors · script locators · web services and REST APIs · SQL

Applied AI

LLM prompting for document classification, extraction and validation

Selected Migration & TotalAgility Engagements

Client names are generalised to sectors on this public page. Full detail available on request.

A UK mental-health provider — built it, then upgraded it. Designed and delivered a Kofax TotalAgility Smart Process Application managing patient enquiries, referrals and bookings across the provider's 300+ sites. Returned under a later engagement to upgrade that same system onto a newer TotalAgility release, importing and reconfiguring the original build. End-to-end ownership across both the original delivery and the upgrade.

A document-scanning bureau — most recent engagement. Documented several hundred Kofax Capture batch classes through the management buy-out that carved the business out of a larger professional-services group, giving the newly independent company a complete picture of its capture estate ahead of platform conversion — then automated the documentation, turning a manual and error-prone exercise into a repeatable process.

A London property estate — Kofax Capture to TotalAgility. Migrated a scanning and document-filing system off Kofax Capture and onto Kofax TotalAgility — the full legacy-to-TotalAgility path, end to end.

A global records-management company — international upgrade migration. Kofax Capture upgrade migration across South America and Spain, with extensive workflow-agent development and validation scripting to carry existing business rules intact through the upgrade.

A retail bank and an IT-services provider — transformation re-write. Migrated and re-wrote complex Kofax Transformation Modules processes onto current platform versions, preserving extraction accuracy while retiring legacy customisation.

The national NHS prescription service — national-scale re-engineering. Re-engineered prescription capture on the Kofax Transformation Toolkit for a new FP10 form design: duplex capture reading clinical data from the front of the form and pricing / claims data from the reverse, covering every NHS prescription dispensed in England.

A multinational industrial manufacturer — multi-country rollout. Kofax Transformation Modules / Kofax Capture invoice processing deployed across multiple countries and continents.

A global automotive manufacturer — Kofax TotalAgility forms processing.

Professional Experience

Kick Technic Limited — Director / Head Consultant · March 2019 – present

Independent consultancy supplying contracted professional services, frequently engaged via the Kofax / Tungsten Professional Services Group.

PECOMi Limited — Director / Head Consultant · 2019 – 2021 (concurrent)

A supplier of contracted professional services, which I led alongside two colleagues.

Restore Digital / PHS Data Solutions / Capital Capture — Lead Consultant · 2003 – 2019

Kofax Ascent Platinum Partner; acquired by PHS, then Restore.

Earlier Career

Tiertex Design Studios — Audio Development Manager · 1995 – 2003

Owned all audio — music, sound effects and audio drivers — for a developer porting games to home computers and handheld platforms, working with major entertainment publishers and licensors across official sports franchises and blockbuster film tie-ins.

Ciba-Geigy — Industrial Placement · 1991 – 1992

14-month university placement developing FORTRAN for the site's toxicology system.

Education, Certification & Recognition

Beyond Client Work

I design, build and ship commercial software independently, publishing to both the Microsoft Store and Google Play — current products include MD Glance and DriveWarden. Earlier Android releases have 35,000+ downloads and international chart placings. I have previously built real-time music visualisers, games and animations for the Laser OS / LaserCube platform at Wicked Lasers, and I'm a composer with commercial dance-music releases still in circulation.

Contact

I operate through Kick Technic Limited, based in St Albans, UK — available at two weeks' notice and DBS checked (recurring). The best way to reach me is by email; I read every message personally.

enquiries@kicktechnic.co.uk    Connect on LinkedIn