EDMS Integrated Solutions Benchmark James Watson President Doculabs September 22, 1999

1. EDMS Integrated Solutions BenchmarkJames Watson President Doculabs September 22, 1999

2. Objectives • Who is Doculabs? • Overview of EDMS Integrated Solutions • Where it’s been • Where it’s at • Where it’s going • EDMS Integrated Solutions Benchmark Results

3. Doculabs Background • Founded in 1992 • HQ Located in Chicago, Illinois • Business Focused on Research and Assessment of Emerging Technologies and Advisory Services for End-Users and Vendor Clients • Sixty percent of our Business Comes from Helping End-Users Navigate the Technology Landscape

4. Doculabs Technology Areas EDMS • Imaging • Document Management • Workflow • Records Management • Knowledge Management • Integrated Solutions EDOS • Digital Print Systems • Enterprise Publishing Systems • Alternative Output or Print Replacement Systems i*Structure • Web Application Development Tools • Application Servers • E-Commerce Applications • Electronic Bill Presentment and Payment

5. Doculabs’ Business Model Benchmarking Research End-User Advisory Vendor Advisory

6. Past and Present Research ‘98 • Workflow • Document Management • Enterprise Imaging • Knowledge Management • Records Management • COLD • Web Application Development Tools • Digital Color Presses ‘99 • Workflow • EDMS Integrated Solutions • Document Management • Knowledge Management • Records Management • Electronic Bill Presentment and Payment • Digital Asset Management • Composition Tools • Electronic Commerce • Application Servers

7. EDMS EDMS Evolution Imaging Workflow COLD DM

8. Benchmark Criteria • Overall Functionality • Level of Integration • Administration • Flexibility • Enterprise Architecture

9. The Participants • FileNET - Panagon • Hyland Software - OnBase • Identitech - FYI • Optika - eMedia • Optical Image Technology - Total Solution • TIMS - Saperion • USI - e.Power

10. Component Summary • Document Management • Yes • FileNET • Hyland • Identitech • OIT • TIMS • USI • No • Optika

11. Components Summary • Imaging, Workflow and Web Interfaces • All Participants • COLD • All Participants except USI

12. FileNET • Pros: • Strong vendor with large customer base • Includes better than average Web client • Proven industrial strength imaging and workflow • Cons: • Backend systems are still distinct and not tightly integrated • COLD component is separate • No remote Web administration

13. FileNET - Best Fit • You need industrial strength imaging and workflow for LOB application with modest COLD and DM requirements

14. Hyland Software • Pros: • Strong integration of COLD, DM, imaging and Workflow • Data Mining • Automatic document cross referencing • Cons: • No OTB HSM • COLD definition editor is not intuitive • No remote Web admin

15. Hyland - Best Fit • You need data mining, print file concatenation and automatic document cross referencing capabilities along with strong EDMS integration

16. Identitech - FYI • Pros: • Strong EDMS integration (all components) with highly functional Web client • Industrial strength transaction and replication abilities • Add/modify documents over the Web • Cons: • System security is not integrated with NOS • Limited remote administration over the Web

17. Identitech - Best Fit • You need a strong Web client (add/modify capabilities) • You need tight integration of all EDMS components • You need to support thousands of users with high volume transactions • You need robust replication capabilities

18. Optical Image Technology (OIT) - Total Solution • Pros: • Strong EDMS integration (all components) • Extremely granular three-tier architecture • Tremendous out of the box functionality • Cons: • Lacking workflow reporting and auditing capabilities • No remote Web administration • Flexibility can be intimidating

19. OIT - Best Fit • You need seamless EDMS integration (all components) for enterprise deployments • You need tremendous OoTB functionality • You need powerful and granular COLD flexibility

20. Optika - eMedia • Pros: • Only vendor directly addressing e-commerce and value chain interaction • Solution is both Web-centric and NT-centric • Remote Web administration capabilities • Cons: • No true document management capabilities • COLD print file support is limited

21. Optika - Best Fit • You need imaging, COLD and workflow integration to support EDI and electronic-commerce applications

22. TIMS - Saperion • Pros: • Strong EDMS integration (all components) • Strong jukebox management and replication server support • Cons: • COLD print file support is limited • Architecture is not true three-tier • No remote Web administration

23. TIMS - Best Fit • You need seamless EDMS integration • Web access • jukebox management • server replication • complex document support • Collaborative environments

24. USI - e.Power • Pros: • Robust production workflow • Add/modify documents over the Web • RM capabilities OTB • Leverages technologies from PC DOCS and Provenance • Cons: • No COLD component • No remote Web administration • Mix of two and three-tier architecture

25. USI - Best Fit • You need strong integration of DM, RM, imaging and workflow for both collaborative and production level environments • You need a strong Web client

26. EDMS Enter the New Paradigm Electronic Commerce Knowledge Management Imaging Groupware Workflow NOS COLD RM DM Internet Legacy ERP

27. And E-Mail • Still a problem • filtering mechanisms lack intelligence • import into the system will remain ad hoc and manual • spamming!

28. Conclusion • EDMS integrated solutions marks the new paradigm • EDMS integrated solutions will serve as an integration point to e-commerce, KM and ERP applications • The prolific growth of e-commerce will spur EDMS integrated solutions growth • Look for increased parity with the market space

29. Further Material • This presentation • Articles on (almost) all aspects of EDMS • Ask me about DM, Workflow, Imaging, Input, Storage, COLD, E-Commerce, Web Application Development, etc. • “Helper Docs” to get you started(survey samples, “enabling conditions”, methodology material) • Xplor bookstore for comparative Special Reports • E-mail questions to info@doculabs.com

30. Questions? Doculabs 1201 W. Harrison Third Floor Chicago, IL 60607 (312) 433-7793 www.doculabs.com jwatson@doculabs.com