What is possible

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Captaris Solutions with Hewlett-Packard (HP)
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Captaris at a Glance

• Founded in 1982
• Public company since 1994 (Nasdaq CAPA)
• Customer base
• Over 90,000 systems installed
• All Fortune 100 companies
• Very strong presence in mid-market
• Financial services, healthcare, government
• Distribution footprint
• Offices in 11 countries
• Distribution on all six continents
• 1,000 distribution partners
• Industry-leading strategic partnerships
• Microsoft, HP, Xerox, Canon, IKON, Cisco, Oracle,
  SAP and others

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Captaris History with HP

• Captaris and HP have worked together for more
  than seven years
• RightFax integration with
• Select HP MFPs
• HP Digital Senders
• Captaris pioneered the integration of network fax
  with HP devices
• Captaris solution is implemented by
• HP Imaging and Printing Group (IPG) as a
  Solution Partner Provider
• HP Imaging and Printing Group Services (IPGS) as
  part of a pay-per-use and managed office service
  engagements

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Captaris Addresses 5Billion Marketplace
Captaris BID
Target Markets
Verticals
Fax/Electronic Docs 250M
BROAD ECM MARKET

• FOR KEY CUSTOMER VERTICALS
• Financial Services
• Healthcare
• Government
• Legal

• Data Capture/MFP Integration
• Email/Document Archival
• Records Management
• Document Output Management
• Business Process Management
• CRM/ERP Integrations
• Vertical Applications

Archiving/RM 1B
Workflow/BPM 1.2B
Services/Integrations
Sources Davidson Consulting, Gartner Group,
Forrester, DocuLabs
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Captaris Business Information Delivery Solutions
for ECM
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Captaris Customers Worldwide
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Captaris Alliances
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Captaris Business Information Delivery Solutions

• Captaris RightFax
• Enterprise Fax and Electronic Document Delivery
  Solutions
• Worldwide Market Share Leader
• Integrations with Leading Technology Solutions
• Captaris Document Management (aka Alchemy)
• First Fixed Content Management Software
• Priced and Targeted for the Midmarket
• Manages Enterprise Content through the
  Information Lifecycle Management
• Captaris Workflow
• Easy, Flexible and Integrated Business Process
  Workflow
• Automates and Streamlines Business Processes
• Pure Microsoft .NET Integration

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Captaris RightFax

• Market Leading
• Desktop faxing and email integration platforms
• Automated document and information delivery
• 38.7 percent US market share and 27 percent
  worldwide market share
• Four times the market share of our nearest
  competitor
• Many installations of RightFax including the
  entire Fortune 100 and many Global 2000 customers
• Reliable, time-tested integrations with HP
• HP Business Partner
• Source Davidson Consulting, 2005

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What is a Fax Server?

• Application similar to email servers which allow
  users, applications and devices to send and
  receive faxes either from the desktop, device or
  application

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But Why Would You Want to Buy a Fax Server?

• Fax Servers
• Reduce costs
• Improve productivity
• Provide security and reliability
• Reduce administration and maintenance
• Enhance other existing IT purchases
• Help consolidate resources
• Support regulatory compliance initiatives
• More than 90 of US companies are
  fax-enabled, as fax remains an important channel
  for critical business communications." ?Peter
  Davidson, Davidson Consulting, 2003

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Common Faxing Environment
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Common RightFax Environment
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Common RightFax Environment
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Why RightFax Makes Sense
Source Davidson Consulting
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RightFax Solutions Fall into Two Categories

• Desktop Solutions
• Fax from Windows applications saving time
• Integrate fax with email (first step toward true
  unified messaging)
• Eliminate fax machines and unnecessary phone lines

• Production Solutions
• Automate the delivery of computer-generated
  documents
• Eliminate postage costs
• Eliminate handling costs
• Reduce days outstanding for your customers
  receivables
• Leverage investments made in CRM and ERP
  applications

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RightFax Integration with HP

• How It Works

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Requirements for Integrating RightFax with HP
MFPs

• RightFax Requirements
• RightFax Business or Enterprise Server 9.0 or
  higher
• RightFax MFP Module
• RightFax HP Extension
• HP Requirements
• Digital Sending Software (DSS)
• HP MFPs or HP Digital Senders
• Check with your HP representative for model
  numbers and DSS software versions supported by
  RightFax

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RightFax and HP

• Consolidates faxing on the network and eliminates
  stand-alone fax machines
• Provides one point of control for both electronic
  and hard-copy fax applications
• Inbound and outbound faxing from HP MFPs and
  Digital Senders
• Scalable solution for small workgroups or global
  enterprises
• Captures electronic copies of paper faxes and
  creates audit trails
• Provides notifications back to users and devices

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RightFax and HP Overview

• Integrates with HP MFPs to provide a centralized
  solution for electronic document delivery
• Provides a powerful consolidated solution for
  streamlining
• Document development
• Duplication and delivery
• Improving productivity
• Reducing costs

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RF MFP Module Feature Highlights

• Extensible integration platform
• Recommended integration for RightFax 9.0 and
  higher
• Easy-to-use integration wizard
• Extended document delivery options
• Email attachments
• Notifications
• Thumbnails

• Per-device based licensingOne module can
  simultaneously integrate with many devices, each
  with a per device price
• HP Extension
• Downloadable from the Web
• Note The availability of certain RightFax
  Business Server and Enterprise Server features
  are dependent on specific MFP capabilities.

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RightFax MFP Module HP Extension

• RightFax integration with HP devices
• Supports select HP MFPs and HP Digital Senders
• Integrates with newer HP Digital Sending Software
  (DSS)
• Check with your HP representative on DSS software
  versions supported by RightFax
• Updates HP integration with standardized features
• Notification options standard HP notifications,
  notifications sent back to the device,
  notifications sent back to user via email
• RightFax user accounts allows users to access
  your RightFax user preferences from the HP device
  
• Certified and Encrypted Delivery available with
  RightFax Enterprise Suite
• Provides tested integrations

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Typical HP MFP Interface

• HP MFP devices have
• Same digital sending capabilities
• Same User Interface (UI)
• RightFax Integration using the WORKFLOW tab on UI
• Full support for DSS 4.0

HP Color LaserJet 4730mfp
HP Color LaserJet 9500mfp
HP LaserJet 9040/9050mfp
HP LaserJet 4345mfp
HP 9200c Digital Sender
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Outbound Faxing

• Walk-up access to HP MFPs
• Use touch-screen interface
• Press WORKFLOW tab on the screen
• Sends to RightFax MFP Module HP Extension and
  RightFax Server for transmission
• Notification report generated from RightFax and
  sent to senders email or sent via RightFax MFP
  Module to HP MFP for printing

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How It Works Document Delivery Process with
RightFax MFP Module

• User scans document to deliver and adds
  information for different delivery options.
• The HP MFP device copies the control and image
  files to a shared directory on the LAN.
• The MFP Module gets the control and images files
  from the shared directory to determine how to
  set up delivery.
• RightFax passes the image to deliver with control
  information needed for document delivery
  specifics.
• Delivery (fax, email-certified and encrypted doc)
  is accomplished.
• The RightFax MFP Module receives status of
  delivery for notification.
• The RightFax MFP Module returns delivery status
  notification to the HP device or to sender via
  email.

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Send Directly from an Application

• From Microsoft Word, Excel or any application,
  the user can select PRINT

• and invoke the desktop client

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Send/Receive via Email Client

• Access through a common email interface
• Send and receive faxes via email
• Easy forwarding and routing
• Reduces user-training
• Microsoft Exchange, IBM Lotus Notes, SMTP, POP3
  email integration
• Access to enhanced features
• Encrypted and certified delivery with Enterprise
  Suite
• Microsoft Exchange, etc.
• Web delivery (link in email) can reduce storage
  requirements

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Encrypted and Certified Delivery with RightFax
Enterprise Suite

• Enables users to send digitally encrypted or
  certified documents via email from RightFax
  Enterprise Suite
• Provides an enhanced notification feature using
  a certified delivery process
• Available for users of the RightFax MFP Module,
  RightFax FaxUtil Client, RightFax Web Access,
  RightFax InternetLink Module, Microsoft Outlook
  and IBM Lotus Notes
• Automates delivery of application-generated
  documents with RightFax production fax server
  and electronic document delivery
• Enhances security and supports regulatory
  compliance

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Encrypted and Certified Delivery continued

• The user selects the Certified Delivery and
  Digital Encryption options

• Certified Delivery The recipient receives a
  personalized hyperlink that guarantees correct
  delivery

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Inbound Fax Delivery

• Incoming fax transmissions received via RightFax
  Server
• Fax is routed to an HP MFP or Digital Sender on
  the network
• Route for electronic distribution
• Use RightFax Client to view and manipulate
• Forward as email
• Save to document management system, Windows
  filing system or RightFax Client
• Output to HP MFP

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RightFax Client FaxUtil

• A view into your personal repository stored
  history, status, etc.

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RightFax Web Access Module

• Allows fax sending, receiving and management
  through an Internet browser
• Provides a true, thin client to simplify and
  speed deployment
• Enhances productivity with anytime, anywhere
  access

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But its True Value is Giving Time Back to an
Organization

• If a 25-person organization manually faxes 30
  two-page documents daily, it is squandering
  approximately 1,000 man hours per year. ?Maury
  Kauffman, The Kauffman Group

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RightFax Customers Save Time and Money

• The return on the RightFax software was
  immediate. More productive employees. Less
  stress. We noticed that the time it took to fax a
  document was cut in half. Faxing was no longer a
  major job.

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RightFax Customers Streamline Document Flow

• In fact, RightFax integration capabilities
  introduced BOK to Hewlett-Packard Digital
  Senders, scanning devices for integrating paper
  documents into messaging and document management
  systems.
• Were able to scan images with HP and fax them
  quickly with RightFax.
• BOK uses approximately 12 HP Digital Senders.

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Components of a Typical Sale

• Windows NT, Windows 2000 Server, and 2003 Windows
  Server, not supplied by Captaris
• RightFax Server license (comes with unlimited
  user licenses)
• RightFax is licensed by phone line, not by seat
  licenses
• Additional channel licenses (extra phone lines
  and added capacity)
• RightFax MFP Module with HP Extension
• RightFax additional modules (email, PDFs, etc.)
• Cantata or Intel intelligent fax cards, fax
  machines on a PCI card (not a fax modem)
• RightFax Support All RightFax sales require a
  support plan
• Support plan descriptions available at
  http//www.Captaris.com/support/support_plans/inde
  x.html
• Installation Services Depends on the customer
  and application

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How is RightFax Licensed and Sized?

• RightFax is licensed based on the number of
  channels required to manage a customers fax
  volume. It does not matter how many fax users
  they have.
• RightFax MFP Module is licensed per device.
• A single channel can send/receive, at most, 500
  pages of fax traffic per day.
• To size a system we need to know
• The number of inbound and outbound faxes sent per
  day
• The fax volume sent or received during peak
  fax-traffic times
• The number of MFPs and the model numbers

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Seamless Integration

• Microsoft Exchange, IBM Lotus Notes, SMTP,
  GroupWise, etc.
• Microsoft Office, IBM Lotus Smart Suite, etc.
• Siebel, Oracle, Onyx
• FileNet, Hummingbird
• SAP, PeopleSoft, JD Edwards
• Cardiff
• Hewlett-Packard and others

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RightFax Supported HP Devices

• Hardware devices supporting network fax
  capability
• HP LJ4345 MFP
• HP LJ4730 MFP
• HP LJ9040 MFP
• HP LJ9050 MFP
• HP LJ9500 MFP
• HP 9200c Digital Sender
• More information available on HPs Global
  Solutions Catalog
• http//www.hpgsc.com/ and search for Captaris or
  RightFax

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Opportunities with Captaris RightFax and HP

• Prospecting and Partnering with Captaris

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Customer Value PropositionRightFax with HP MFPs

• Consolidate IT Resources and reduce TCO
• Eliminates fax machines, phone lines, modems,
  supplies
• Eliminates printing and mailing of key documents
• Enables secure document delivery, receipt and
  tracking with Captaris solution implementation
  and MFP consolidation
• Reduces document delivery costs by more than 50
  percent
• Integrated with many MFPs and business
  applications
• Offers the most MFP integrations
• Integrates with and extends the value of existing
  IT investments
• MFP device integration provides the start and
  finish of workflow
• Provides open APIs, FCL, Java and XML to enable
  easy integrations
• Productive streamline user workflow
• Extends the quality and quantity of
  communications
• Provides easy access to detailed tracking and
  audit trails
• Provides anytime, anywhere faxing access
  including remote Web access
• Simplifies configuration, monitoring and
  management

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Why Should You Partner with Captaris?

• Brand recognition and market presence
• Our products are proven?credibility
• We have a huge install base
• We will be in most, if not all, decision
  processes for these products
• We are subject-matter experts and can add value
• You find the opportunities well do the rest
• We have the people and the knowledge to
  understand requirements, configuring price
  solutions and can recommend a course for
  implementation
• We have the coverage via Captaris reps and a
  broad reseller network to support you daily
• We have strong technical support and services
• Insures success and customer satisfaction
• Instills comfort level with you and your
  customers
• We are very experienced at working with alliance
  partners
• Adaptive to meet account and vendor requirements
• Extremely responsive

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Finding RightFax Opportunities

• If your prospects company is managing multiple
  stand-alone fax machines, multiple autonomous fax
  systems or a lot of printers, copiers and
  scanners
• They are burning up resources and managing too
  much equipment!
• Look at their printing habits
• Are they still printing and mailing purchase
  orders, invoices, statements, order
  confirmations, material safety data sheets, loan
  applications/approval/denials, bills of lading,
  reports?
• These documents are driving costs up in their
  organization
• No delivery confirmation
• Expensive, manual processes
• Prolonged delivery times
• Look for regulatory compliance. Do they need to
  comply with HIPAA, Sarbanes-Oxley, Basel II or
  other regulatory mandates?

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Prospecting Questions RightFax and HP MFPs

• Outbound
• Do you have stand-alone fax machines? If so, how
  many? What documents are manually faxed
  outbound? What are your fax volumes? Do you fax
  between different offices? Are you doing
  broadcast (large-volume) faxing?
• Inbound
• What documents are received via inbound fax? What
  are the volumes? Do faxes ever get lost when
  they are received? Do you need to route faxes to
  users? Do inbound faxes need to go through an
  approval or workflow process?
• MFPs and consolidation
• Do you have any MFPs? If so, how many? Can you
  fax from your MFPs? If yes, how? Do you have
  initiatives to consolidate resources and
  equipment?
• Scanning and storage
• Do you store copies of faxed documents in file
  cabinets? Do you scan documents to a file or
  document repository for processing or storage? Do
  copies of these need to be faxed? Is capture or
  forms processing software used when scanning and
  faxing?

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Prospecting Questions RightFax and HP MFPs cont

• Tracking, billing and audit trail
• Do any departments require printed copies of
  faxes either sent or received? Are these copies
  used to scan and fax to other recipients? Do you
  need to track your faxes or fax costs for billing
  purposes?
• Application integrations
• Do you want to integrate fax with a business
  application? If so, which one? Would you like to
  be able to send and receive faxes from your email
  system? Are there users without email that need
  to fax? Are you faxing invoices, purchase orders
  or other items from an ERP system (e.g., SAP,
  Oracle), CRM system or host computer?
• Security and compliance
• Do your users ever receive sensitive or
  confidential faxes? Do you have a need for
  secure, certified document delivery? Do you have
  regulatory compliance issues that impact how your
  organization should send, receive and track
  information?

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Captaris Contacts

• Captaris Sales Contacts by Region
• http//www.captaris.com/contact_us/index.html
• Tina Alamar, Strategic Partner Manager
• tinaalamar_at_captaris.com or 925-915-0968
• Mike Spacone, Senior Director of Business
  Development
• mikespacone_at_captaris.com or 520-320-7107
• Jonathan George, Senior Alliance Marketing
  Manager
• jonathangeorge_at_captaris.com or 425-638-4052

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Thank You

• www.Captaris.com