Brian Hodges, Teamplate Product Manager

1

Captaris The Way Information Moves

• Brian Hodges, Teamplate Product Manager
• Jonathan George, Market Manager Strategic
  Partners

2
Captaris At A Glance

• Leading provider of business information delivery
  solutions
• Financially secure, 22 Year track record
• 80 million annual revenue 90 million cash
  balance and no debt
• Offices Worldwide Bellevue (HQ), Calgary,
  Sydney, Amsterdam, Hong Kong, United Kingdom,
  Dubai
• More than 80,000 systems installed worldwide
• Millions of business users in 99 of the Fortune
  100
• Strategic alliances with industry leading
  partners
• IBM, Hewlett Packard, Microsoft, Oracle, SAP,
  Siebel, Xerox, Canon

3
What are we building?

• The thought leader for Business Information
  Delivery
• The technology leader for software products that
  manage, move and deliver unstructured information
  and fixed content in the enterprise
• The market leader for electronic fax servers,
  e-document delivery technology and fixed content
  management solutions

4
Expanding Addressable Marketplace
Sources Davidson Consulting, Ovum, Future,
Gartner Group
5
Business Information
From Any Input Archival CRM Desktop Document
Management Email ERP Fax Forms Host Imaging Legac
y Systems
To Any Delivery Mode Archival CRM Desktop Document
Management Email ERP Fax Internet / Web
Access Print Copy Wireless
Delivery Rules Engine Design and Modeling
Tools Administration and Reporting
Tools Enterprise-Grade Architecture
6
Captaris Family of Products and Services

• Enterprise fax e-document delivery solutions
• Worldwide market leader
• Integrations with leading software solutions

• Fully-integrated fixed content management suite
• Provides organizations with one software solution
  and repository
• Creates, captures and manages records for long or
  short-term compliance

• Business process management applications
• Automates streamlines business processes
• Microsoft .NET integration

• Content integration Information Delivery
  Solutions
• Enterprise-Class Extensible .NET Architecture
• Backed by world class solutions support

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• Enterprise Fax e-Document Delivery Solutions
• World-wide Market Leader, 38 NA, 24.6 WW
• Multiple delivery forms and methods
• File, print, XML, SMS, LAN/WAN, Internet, PDA,
  etc.
• Assembles and routes information using rules,
  embedded codes
• Alerting, Monitoring and Reporting Capabilities
• Strategic Alliances and Integrations with
  Industry Leading Partners
• Davidson Consulting

8
Advantages of E-Document Delivery

• For the Organization
• Cost savings/Fast ROI
• Improved productivity
• Streamlined processes
• Shortened business cycle
• Extends existing systems
• For the User
• No waiting in line at the fax machine
• Saves time
• Convenient and easy to use
• Confirmation and audit trail

• For Administrators
• Easy to deploy and manage
• Reliability and control
• Enhanced security
• Eliminates fax machines
• Integration with network system and applications
• For customers and suppliers
• Improved customer service
• Faster response times
• Reliable
• Universal access

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Complete Enterprise Fax and e-Document Delivery
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RightFax Server Options

• 1 channel included 8 max
• Unlimited user license

• Business Server
• Enterprise Server
• Enterprise Suite
• Satellite Server

• 1 channel included 1,024 max
• Unlimited user license

• 1 channel included 1,024 max
• Unlimited user license
• Includes 8 optional modules

• 15 user licenses
• 1 channels, 2 virtual ports
• Includes email Gateways
• Connected to Enterprise Server

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Captaris RightFaxKeeps it Coming

• Vertical Solutions, Modules and Connectors
• IT Friendly
• Single point of administration
• Windows Server 2003 Certification
• Active Directory Synchronization
• MMC Snap-ins
• Web Delivery
• Auto Reply
• e-Document delivery (.tif or .pdf)
• Customizable for those times when its needed
• XML, JAVA, COM API, ect.

12
Beyond Fax Another Captaris Solution. Workflow

• Effectiveness
• Clarifying repeatable business functions
  Accurate task completion (appropriate info to
  appropriate person at the appropriate time)
• Efficiency
• Faster cycles with error reduction labor
  savings, risk reduction, improved customer
  service, improved customer retention, customer
  growth
• Accountability
• Time tracking productivity measurement and
  improvement

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Workflow Opportunities
BPM will not just change the software
industry--it will change industry in
general. Bill Gurley Above the
Crowd www.cnet.com March 23, 2003
Inter-Enterprise
Enterprise

• Repair / RMA
• Drug Discovery
• Treasury / Cash
• Management
• Supply Chain
• Management
• Customer Acquisition
• Mergers and
• Acquisition
• Trade Show Process
• Airline Operation
• Maintenance
• Contract Risk
• Mitigation
• Harmonized Tariff
• Scheduling
• Federal Audit Control
• Cataloging
• Distribution

Inter-Departmental

• Quality Management
• Resource Planning
• Procurement
• subcontracts
• Initial Public Offering
• Enrollment
• Administration
• ISO 9000/9001 Control
• Safety Regulation
• Control
• Cataloging
• Distribution
• Product Engineering
• Claims Processing
• Facilities Management
• Bill Consolidation
• Control
• Succession Planning

Workgroup

• Content
• Management/Approval
• Order Fulfillment
• Inventory Management
• Logistics
• Wills / Estates /
• Incorporations
• Quotation Contract
• Costing
• Exploration Appraisal
• Check Request Approval
• Real Estate Buy/Sell
• Collections
• Internal Audit
• Purchase Orders
• Pharmaceutical Trial

• Expense Claims
• Vacation Request
• Monthly Report
• News Release
• Hiring Request (Web)
• Interview Process
• Hiring/Intake Process
• On-Exit Process
• Helpdesk Process
• Financial Planning
• Proposal/Sales Process
• Contract Approval
• Localization /
• Globalization

14
Leveraging Existing IT
15

• Robust Business Process Workflow solution (.NET,
  XML, Web Services)
• First workflow application to receive Microsofts
  Premium .NET Connected Certification
• Automates and streamlines Business Process and
  SharePoint document centric processes
• Workflow Wizard for Non-Technical workers and IDE
  for Developers
• Microsoft Workflow Integrations
• SharePoint, Exchange, Outlook, BizTalk, Office
  Systems (including InfoPath), MBS (Great Plains),
  and Visio
• Business Activity Monitoring Administration
• Delivery of tasks to Microsoft Outlook,
  SharePoint, Windows, Web, Wireless, Web portal

16
Teamplate Workflow

• Features Benefits

Wizards for Users, Designers, Administrators Best
Practice Templates Custom Design Canvas .NET
Architecture Written in C XML Compliant
No Scripting Necessary Rapid Design or Business
Rule Changes Plug and Play Workflow Parallel
Approvals, Complex Approvals, Voting No
Scripting Cross platform compatible fast
development cycles Stable and Universal
Code Build and connect Web services
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Alchemy, Teamplate and RightFax
Alchemy
Information Workers
RightFax
Alchemy Workflow
Information Workers
Teamplate Workflow Wizards
Exchange
SharePoint
Office
Teamplate IDE
Teamplate for .NET
InfoPath
MBS
Visual Studio VB.NET
BizTalk
Webforms
Developers
Business Managers
Administrators
18
IMR Alchemy and Captaris Teamplate

• Alchemy Workflow is powered by Captaris
  Teamplate
• Currently available in the USA, ASIA-PAC
• Coming soon in EMEA
• Next 3 slides show Alchemy Workflow examples
• To see the full integration, attend an Alchemy
  Workflow session tomorrow
• Gabriel will be up here later to explain how you
  can participate!

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IMR Alchemy Workflow for A/P
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IMR Alchemy Workflow for H/R