Rudy Bohn

1
Terralink IT Summit 2006 Leveraging the Latest
Microsoft Technology In the New World of Work?

• Rudy Bohn
• Regional Manager Central Eastern Europe
• Captaris Inc.

2
Who We Are!

• We are a leading provider of software products
  that automate paper and other document-centric
  processes.
• Our products are used by thousands of customers
  at all size organizations and in every industry.

3
What we do!
4
Product Overview

• First .NET Workflow Tool with Microsoft Products
• Automates Streamlines Business Processes

• Worldwide Market Leader in Enterprise Fax
  Electronic Doc Delivery
• Deep Integrations with Leading Enterprise
  Software Solutions

• Powered by Alchemy, Records Management and Data
  Archiving
• Compliance-based solution

5
The New World of Work?
6
If your company is having a hard time staying
ahead of the paper in the office, you are in good
company.
Some research in the market

• According to Gartner Research
• Fewer than 5 of companies that could benefit
  from integrating content with people and
  processes, have implemented it!

7
85 of invoices are still paper?
North America

• And only 17 are using OCR/ICR to capture data
  from invoices.

8
What are customers saying?
Source Phinney Bischoff email survey of 18,000
global IT and business manager contacts, May
2006. Commissioned by Captaris.
9
The Cost of the Paper Shuffle still going up

• Knowledge workers spend 3.5 hours weekly
  searching for information that is never found and
  3 hours a week recreating that lost content.1
• It can cost more than US50 on average to process
  and manage a paper invoice.2
• File cabinets and boxes occupy square metres of
  costly office space do the math.
• The cost of mailing documents continues to
  increase.

1 The hidden costs of information work,
International Data Corporation (IDC), March
2005 2 Institute of Management and Information
(IOMA), Dec. 2005
10
What about your organization?

• Have you done an audit to find out how many
  paper-centric business processes still exist in
  their organisa-tion?
• You may be surprised to discover some
  inefficiencies that is bleeding your productivity
  and cash and that can easily be eliminated.
• Whats holding you back?

11
Five Perceptions about the Paperless Office
12
The Solution

• Captaris Bridging the Paper-to-Digital Divide
• Complementing Microsoft ECM with imaging,
  business process automation, document delivery
  and archiving
• Workflow
• High-Level tools to automate mission critical
  business processes
• All built and tightly integrated with Microsoft
  Technologies!
• Alchemy
• Imaging
• Archiving
• RightFax
• Global leader in Fax Server market
• High volume document delivery (inbound and
  outbound)

13
The Solution

• Captaris excels at
• Automating Workflows
• Document Capture
• Processing Images and Fax
• High-Volume document delivery
• Microsoft SharePoint Portal Server excels at
• Helping knowledge workers manage and work on
  Office documents as part of their everyday
  business activities
• Managing the basic records policies associated
  with those documents
• Simplifying the web content authoring and
  publishing process for business users
• When deployed together
• Microsoft provides the repository and the
  intuitive interfaces that users are comfortable
  with
• Captaris provides complementary services for
  capture, imaging, document delivery, and workflow
  that many applications require

14
The Technology

• Captaris leverages and tightly integrates with
  Microsoft technologies.
• Workflow
• WinWF services as part of kernel (TAP program
  member)
• Tight Integration with Office 2007, SharePoint
  2007
• Use of Vista Gadgets for task notification
• Alchemy
• exposing image repositories to MS Search
• Deliver image content through SharePoint 2007
  Portal
• RightFax
• tight integration with Office 2007 and Exchange
  12 (TAP program member)
• Deliver inbound fax to SharePoint 2007
• Use of Vista Gadgets for fax notification
• All Captaris Products
• SQL Server

15
Example

• Karachaganak Petroleum Operating b.v. (KPO)
• Rules on spending cash
• Unbudgeted expenditures arise
• ROI determined by speed at which approval can be
  obtained
• Getting oil out of the ground faster
• Multiple partners including Kazakh government
• Rules on how partners participate in expenditure
• Major compliance implications
• All Microsoft environment
• Using Captaris Workflow 6.0 to facilitate
  Migration to 2007 servers
• Was unsuccessfully attempted with other products

16
Example

• Karachaganak Petroleum Operating b.v. (KPO)
• Capital approval process and Authorisation for
  expenditure (AFE)

17
Reality Towards a Less-Paper Office with
Captaris Software
18
A Typical Office before Captaris

• Stacks of paper awaiting processing and approval
• File cabinets, folders or boxes of paper strewn
  about
• Sensitive documents laying around, unsecured
• Steady stream of foot traffic to and from fax
  machines
• Printing and mailing documents

19
The Captaris Less-Paper Office
20
Captaris

• Using the latest in Microsoft technologies
• Improve productivity and competitiveness by
  automating paper based business processes
• Provide powerful tools to enable people to
  achieve more and focus on core competencies
• Enable transparency by offering tools for
  compliance and visibility into process
• Process image documents and integrate document
  repositories so they are available to the Office
  user

21
Questions?
Contract bid Project authorization Design
plan Suspense tracking report Property
record Police record Emergency information Court
filing License, permit and registration Patent
and trademark claim Contract Appeal Will and trust
Purchase Order RFI/RFQ/RFP Shipping document Bill
/ Invoice / Statement Credit application Loan
application Claims form Collections
notice Admittance documentation Trade
confirmation Lab and test results Prescription Pat
ient communication
www.captaris.com