OctoTools

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OctoTools
JBM Systems, Inc 4 Bald Hill Lane Peabody, MA
01960 978-535-7676 sales_at_jbmsystems.com
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OctoTools Outline

• Since I am not presenting to you in person and
  people that read this document may have varying
  degrees of knowledge, I may have some concepts
  and pages that you are already aware of, I
  apologize.
• My goals are
• Provide some general background about
  technologies that OctoTools incorporates like
  Electronic Forms and archiving.
• Provide overview of OctoTools features.
• Provide some ideas about financial justification.
• Sample forms and reports

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Why Electronics Forms ?

• Electronic Forms supported by OctoTools are
  pre-designed images of a desired PDF or paper
  form (to be printed).
• Electronic forms are not preprinted, they are
  printed on demand.
• No inventory is required
• When forms are changed, there is nothing to be
  discarded.
• No degradation in copies verses a multi-part
  form.
• Each form may be electronically altered based on
  input data.
• Inexpensive production and merging with data,
  without reentering.
• Inexpensive storage.

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Why Document Archiving ?

• You may ask, Why should I make document
  archiving available to my clients, it will reduce
  business?
• There are many reasons it is required and should
  not decrease revenue.
• Sarbanes-Oxley Act of 2002 requires records
  (report retention) and prohibits destruction
  thereof. Paper reports take lots of space and are
  difficult to store and retrieve. Archiving to
  disk or DVD solves those problems.
• Online retrieval of documents such as invoices
  are major part a CRM application, they save time
  and improve productivity.
• These days all customers are looking to save
  money. Printing paper can be a big target. If
  you supply the document archiving solution you
  can tackle the problem and still retain the
  account.

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Why PDF ?

• PDF is a Portable Document Format that was
  created by Adobe to allow a document to be
  created on one system and viewed or printed on
  any other. For example, you can design a
  document on a Mac and view on Windows or Linux
  and print on Xerox, HP, Canon, Ricoh or
  printers.
• It is universally accepted document medium across
  all major software platforms. The Adobe reader
  is freely available.
• Documents are saved and transmitted to the reader
  in compressed format. This saved bandwidth and
  disk space.
• Documents may be encrypted and electronically
  signed.
• PDF documents are completely searchable as
  opposed to TIFF and many other imaging formats.

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OctoTools Saves Money Trees

• Depending on the reduction of your print output
  volume, you can save thousands of dollars per day
  in paper, supplies, labor and overhead costs.
• The data recorded on a single CDROM can save a
  minimum of 1570 and storage space for almost
  1000 pounds of paper.
• A common 100 gb hard disk can save an
  organization over 875,000 and storage space for
  more than 25 million pages, 480,000 pounds of
  paper.

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How Can You Benefit ?

• OctoTools is a versatile low cost Variable Data
  Printing (VDP) package that can help sell
  solutions at higher profit margin.
• Many clients require interfacing between
  copiers/MFPs and host computers.
• Host computers from many platforms contain
  valuable data that must be printed.
• Many Information Technology (IT) shops use
  proprietary printing systems like Xerox, IBM 3900
  and Oce for legacy.
• HP, Xerox and Generic printers may replace
  proprietary ones when used with VDP packages like
  Paris(tm), Dot(tm) and Planet Press. They can
  take data and reformat it to match customer
  needs, but are very expensive. Many vendors
  charge for speed of the printers and for number
  of printers used. Software charges for a high
  speed printer can cost 15,000 each.
• Report archiving is integrated in OctoTools at no
  addition cost.

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How can OctoTools help ?

• OctoTools is multipurpose VDP printing/archiving
  software that has most of the features of other
  VDP programs but at lower cost.
• Justify technology upgrades in existing clients
  for color printers. Color output can improve
  looks and can increase customer response.
• There are no charges for additional printers or
  for the speed of the printer. Many competitors
  charge up to 15,000 for high speed printers.
• A lower cost basis allows you to build in more
  profit margin, add more professional services or
  just win bids that you could not otherwise have
  done due to price.
• OctoTools support all platforms, you dont need
  one system for AS/400 and another for Unix.
• OctoTools is feature rich and continues to add
  more capabilities. Print, PDF archiving, email,
  fax are all supported for one price and without
  changing a single line of source code.
• The full OctoTools system list price is under
  3,000 without restrictions on print speed or
  number of printers.  We have a base option,
  OctoTools RTE to perform PDF conversion with
  striping for as little as 1200. 

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Octotools Capabilities

• Fully Unattended Operation
• Create Electronic Forms
• Replace Pre-printed forms
• Print to any Windows printer- PCL, PS, GDI,
  Digital Copiers
• Reformatting Legacy Applications to be Web
  Accessible
• Enhance Text Reports to User Friendly Format
• Bursting/Splitting/Distributing Reports as PDF
• Archiving Reports for LAN/WAN/Internet access, as
  PDF Archive reports can eliminate or replace
  sensitive fields as desired. An example is,
  removing the signature and MICR characters from
  an archived check.
• Option to create/copy a form under MS Word using
  RTF
• Mail merge
• Automatic Emailing and faxing of report
• 128 bit Encryption of PDFs that are archived
  and/or emailed. This allows sending documents
  securely by email.
• Act as a feeder system for content managers
  like Xeroxs DocuShare, Filenet, IBMs Content
  Manager and Documentum.
•   

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Additional OctoTools Capabilities

• GUI based design environment
• Built-in Post Script and PCL printer output
• Drag and Drop placement of all elements 
• Automatic dynamic text and forms merge
• Text boxes for dynamic and static text Data
• Design elements, objects, images text boxes
• User defined "green bar" type striping
• "Watched" directory support
• Conditioned based data formatting
• Dynamic switch of overlays based on data
• Barcodes including 2D PDF417 Postnet
• Email URL or whole file
• Bookmarks
• Multiprocessor support
• Variable opacity of elements and backgrounds
• Multiple counters for page/line
• Convert GIF, JPEG, BMP, EMF, WMF to PDF

• Conditional formatting - changing format and
  values based in input
• Conditional paper control including duplexing and
  paper source selection
• Automatic Text to PDF generation
• Dynamic line and character position indicator
• Report bursting and drill down
• Specify paper orientation size
• Generate file name based on data in the file
• Select from any true-type font and size
• Immediate visual results
• Color JPG, TIFF, GIF, BNP, PNG image import
• Automatic email and report distribution
• Searchable PDF
• Watermarking
• Acrobat compatible encryption
• Accounting statistics
• Non-stop operatorless conversion
• CSV Input

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Hardware/Software Platforms

• OctoTools is Windows based but supports virtually
  all hardware platforms that have TCP/IP
• i/Series(AS400)
• Unix, Linux, AIX, HP/UX, SCO
• zSeries (Z/OS, OS/390, VM, VSE)
• Windows (all versions)
• MSDOS
• Open VMS
• Tandem
• HP3000

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Reports may be sent from any system using an LPR
printer interface, FTP, or dropped into a watched
folder.
i/Series (AS400)
S/390
Windows 2003/XP/2000/NT RPM (LPD) OctoTools
Linux any flavor
SCO, HP/UX, AIX
HP3000
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OctoTools Data Flow
Designer - Build a One Time Design
OctoTools Template(OTP)
OctoTools RunTime (ORN)
Run Time
Output Profile
Data from RPM/FTP or WATCHER
Outputs
PCL/PS/Digital copier
PDF
Fax
Xerox DT180
E-mail
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OctoTools Customer Base

• OctoTools customer base is composed of
• 50 iSeries (AS400)
• 35 Unix/Linux/Aix etc
• 15 Windows, Open VMS, zSeries, HP3000
• Applications
• 60 Invoicing
• 30 Financial GL, AP, AR and other Reporting
• 10 Other

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Hardware/Software

• OctoTools was built using the .NET Framework 1.1
  using C
• OctoTools runs with Windows XP/2003/2000/NT4 on
  server, professional or home editions.
• OctoTools has been certified by Veritest to run
  2003 server
• OctoTools has run on 4 way servers without any
  problems and will support multiple streams being
  processed simultaneously.
• Minimum Configuration
• Any x86 system that supports .NET
• 1 GHZ and 256MB for light print loads
• Recommended Configuration
• 2.8 Pentium 4 or equivalent
• 512-1024MB depending on OS and concurrent
  processing streams
• A 500-700 commodity PC can perform the job for
  most users, big industrial strength servers are
  not required.

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OctoTools Anticipated Future Features
We Listen To Our Customers. Many new features
have been added to meet customer needs.

• PCL Macros - Create, Store and Upload to printer.
  
• Reduce resource hogging Terms and Conditions
  and other fixed text/graphics from 100,000 bytes
  or more to a handful.
• Improve speed of both local and remote printing.
• Provide security by allowing sensitive
  information to reside offline on a flash memory
  key ring.
• Selective Printing of the Form, to allow that
  same template to serve for PDF and preprinted
  form.
• Some output must use preprinted forms, but if
  that data is stored in archives it is useless.
• OctoTools will be able to suppress fixed test for
  preprinted forms, yet provide the full for PDF.
• Chinese, Japanese, Korean and Right to Left
  character sets
• Excel/CSV extraction when a report is created
• XML Output
• ODBC Database Input XML
• Turnkey, high performance Enterprise Level
  upgrade codename Turbo, extra cost module.

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How Will OctoTools Affect Your Expenses and
Productivity

• Save by switching to improved technology. Many
  people are still using dot-matrix, line printers
  and multipart paper forms. The forms are
  expensive, and bottom copies may be difficult to
  read. Laser printers, Multi Function Printers
  (MFP) or inkjet technology are less expensive and
  OctoTools also provides a side benefit of a
  report archive. The archive is complementary to
  the printing and will improve access to documents
  and customer satisfaction.
• Report Archiving is being deployed in many
  companies to save money and space. Larger more
  expensive systems are being put in. You do not
  have to spend large sums of money to do this with
  OctoTools. In most cases OctoTools pays for
  itself in under 1-2 months. A lower cost system
  should allow you to win more bids.

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OctoTools Guarantee

• JBM Systems believes in customer satisfaction.
  We have two policies in place in order to meet
  that goal.
• OctoTools is downloadable and is always available
  for a 21 day test drive. We strongly believe
  in Proof of Concept and provide OctoTools at no
  charge to carry it out. There is no obligation
  and we provide presales support as needed.
• We usually defer issuing the permanent product
  license key until 30 days after customer
  acceptance and payment of invoice. If OctoTools
  has not met the customers expectations and we
  cannot solve it, the product will be deinstalled
  and a refund issued (if the invoice was paid).
  We have never had anyone invoke these terms.

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Summary

• Reasons for installing OctoTools
• Companies can save money and improve
  productivity.
• OctoTools can be cost justified very quickly
• Easy to use, changes can be made by IT staff or
  end users without requiring expensive consulting
  time.
• Windows based, will service multiple platforms
  and applications. Charges are not affected by
  mainframe and server sizes.
• There are no charges for number and size of
  printers.
• Capabilities that meet the clients needs.
• We listen to our clients needs and continually
  enhance Octotools to support their requirements.
• Excellent support
• OctoTools guarantee

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Sample Input/Output

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Text invoice from AS/400. Note the corvette red
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A return causing a credit to be issued. Note
yellow
A negative balance is really a credit
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(No Transcript)
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The invoices are burst and filed by account code
We burst the invoices by account codes.
Thousands of accounts can be supported.
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Each account directory has invoices stored with
invoice number and date
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Invoice reformatted using OctoTools
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A return causes a credit to be issued.
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Dynamically added signature and date received
from external file
Scanned image
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ADP Auto Dealer Customer Invoice Data From Unix
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ADP Auto Dealer Customer Invoice Data From Unix
page2
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ADP Auto Dealer Customer Invoice Data From Unix
Can print on any printer or PDF !!!
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ADP Auto Dealer Customer Invoice Data From Unix
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Mail Merge Example Text from Unix
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OctoTools supports RTF for design input.
Microsoft Word was used to design the letter and
was copied/pasted to OctoTools. This is the
resulting merged letter.
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Inserted Form
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Inserted form
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Data formatted for CMS1500 HHS1500 form
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CMS1500 can print to form or PDF
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CalOSHA form populated with data
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Multi-language including Chinese/Korean/Japanese
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OctoTools ODBC Database Selection
OctoTools is able to select input from ODBC
databases including Microsoft Access, MS-SQL,
MY-SQL. More databases including Oracle will be
forthcoming
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To select an element, just click the column
heading
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Generated Using OctoTools ODBC Drag and Drop
Interface
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(No Transcript)
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Notice how easy it is to follow columns and rows
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Check register from Unix
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Same data reformatted in portrait mode
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Same data reformatted in landscape mode
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Accounts payable check that would be sent to a
preprinted form
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OctoTools has a Security Feature for Check
Printing. MICR Fonts, Signatures and Logos will
not be stored on the computer. A Check will be
Voided, as shown below, without a required USB
Key.
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Checks Printed with the Security Key Carried by
Authorized Personnel
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Commission report from Z/OS
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Z/OS commission report striped yellow/white 1x1
lines
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Z/OS commission report striped alternating 1
line 4 colors. I picked Easter Colors, it is
easy to pick any one you wish. It is very
difficult to lose your place when following
across.
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Z/OS commission report striped green/white 1x1
lines
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Z/OS commission report striped green/white 3x3
lines