OctoTools™

1. OctoTools™ JBM Systems, Inc 4 Bald Hill Lane Peabody, MA 01960 978-535-7676 sales@jbmsystems.com

2. 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

3. WhyElectronics 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.

4. 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.

5. 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.

6. 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.

7. 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/MFP’s 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.

8. 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 don’t 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. 

9. 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 Xerox’s DocuShare®, Filenet®, IBM’s Content Manager® and Documentum®.

10. 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

11. 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

12. 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 SCO, HP/UX, AIX Linux “any flavor” HP3000

13. 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

14. 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

15. 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.

16. 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.

17. 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.

18. 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 customer’s 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.

19. 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 client’s needs. • We listen to our clients needs and continually enhance Octotools to support their requirements. • Excellent support • OctoTools guarantee

20. Sample Input/Output

21. Text invoice from AS/400. Note the corvette red

22. A return causing a credit to be issued. Note yellow A negative balance is really a credit

24. The invoices are burst and filed by account code We burst the invoices by account codes. Thousands of accounts can be supported.

25. Each account directory has invoices stored with invoice number and date

26. Invoice reformatted using OctoTools

27. A return causes a credit to be issued.

28. Dynamically added signature and date received from external file Scanned image

29. ADP Auto Dealer Customer Invoice Data From Unix

30. ADP Auto Dealer Customer Invoice Data From Unix page2

31. ADP Auto Dealer Customer Invoice Data From Unix Can print on any printer or PDF !!!

32. ADP Auto Dealer Customer Invoice Data From Unix

33. Mail Merge Example – Text from Unix

34. 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.

35. Inserted Form

36. Inserted form

37. Data formatted for CMS1500 HHS1500 form

38. CMS1500 can print to form or PDF

39. CalOSHA form populated with data

40. Multi-language including Chinese/Korean/Japanese

41. 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

42. To select an element, just click the column heading

43. Generated Using OctoTools ODBC Drag and Drop Interface

45. Notice how easy it is to follow columns and rows

46. Check register from Unix

47. Same data reformatted in portrait mode

48. Same data reformatted in landscape mode

49. Accounts payable check that would be sent to a preprinted form

50. 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.