Beyond E-Mail: Riva Integration Server for CRM and Third-party Integration Novell ® GroupWise ®

1. Beyond E-Mail:Riva Integration Server for CRM and Third-party Integration Novell® GroupWise® Aldo Zanoni CEO, Managing DirectorOmni Technology Solutions +1.780.423.4200 Ext. 232 www.omni-ts.com

2. Aldo ZanoniCEO, Managing DirectorOmni Technology Solutionsaldo@omni-ts.comwww.omni-ts.com+1.780.423.4200

3. Agenda • Riva Background • Riva Integration Server: CRM and Third-party Integration Strategy – 8 CRMs and 4 Databases for GroupWise 8 • It’s About Being Strategic • 3T Results • Non-CRM Integrations: SharePoint, Facebook • Screen Shots

4. Riva Background The Riva Collaboration Integration Platform was designed to satisfy the long-standing need to: • Automate Novell®GroupWise® Content Management based on policies within GroupWise and information from Novell eDirectory™ • Provide managed account content updates based on manual, scheduled or event-monitored synchronization policies and applications (one-to-one or one-to-many) • Deliver transparent, seamless and tight integration for CRM and line-of-business applications for all Novell GroupWise clients

5. Manage GroupWise Like Never Before Riva delivers four components: • Managed Policies for automated account content • Managed Applications for eDirectory integration • GroupWise Reports • CRM and third-party application and database connectors Source and destination objects: Source objects can be a GroupWise resource or account; an eDirectory object; or an external third-party application, CRM or database. Destination objects can be one or multiple eDirectory accounts, groups, containers, or GroupWise accounts or post offices.

6. Riva Managed Policies and Reports Allow GroupWise to automatically manage itself for: • Calendars (shared and standard) • Address books (shared and standard) • Folders (shared and standard) • Rules* • Proxy Access • Birthday Reminders • Internet Address Updates • Password Expiration Reminder Emails • Managed Policies for automated account content Riva Reports: • eDir Account Audit Report * • Rules Report * • Proxy Access Report • GroupWise Archive Path Report • Shared Calendars Report • Shared Address Book Report • Shared Folders Report * Requires GroupWise 7.0.2

7. Riva Managed Applications Riva Managed Applications use connectors to integrate GroupWise to eDirectory and external applications for managed signatures and distribution list management. • Riva Managed Signatures • Riva Dynamic Distribution Lists • Riva Secure Distribution Lists • Riva Event Monitor Future Applications: • GroupWise Mail Merge, Account Settings Management

8. Riva Managed Signatures Riva Managed Signatures allow you to standardize and enforce user signature content by pushing eDirectory values into each user signature. Includes support for department specific or eDirectory group specific disclaimers. Provides local language disclaimers for international companies. eDirectory Values{First} {Last} {Title}, {Department} {Company} (URL Text)‏ Office: {Phone} Fax: {Fax} Mobile: {Mobile} {Blank line} {Italian department disclaimer} Managed Signature Teruel Carassco Director, Global Sales Omni Technology Solutions Inc. www.omni-ts.com Office: +1.780.423.4200 Ext. 232 Fax: +1.780.423.4711 Mobile: +1.780.707.0099 Le informazioni contenute in questa comunicazione e gli eventuali documenti allegati hanno carattere confidenziale e sono ad uso esclusivo del destinatario.

9. Dynamic Distribution Lists Riva Dynamic Distribution Lists allow you to: • Populate GroupWise Distribution Lists with members from one or more eDirectory containers or groups (nested groups) • Use multi-value LDAP queries to create Dynamic Distribution Lists from eDirectory or LDAP queries to external third-party applications (e.g., “department” is W, “title” is X, “position” is Y and “manager” is Z) • Never have to worry again about distribution list accuracy or manually adding members to GroupWise distribution lists.

10. Secure Distribution Lists Riva Secure Distribution Lists allow you to: • Include external email addresses in your system-defined distribution lists by linking GroupWise distribution lists to CSV files, CRMs, third-party applications and database queries • Configure which accounts are authorized to send email to secure GroupWise distribution lists • Completely hide distribution list members (regulatory compliance) • Never have to worry again about unauthorized users sending emails to sensitive or large distribution lists or not being able to include non-GroupWise email addresses in system-defined distribution lists.

11. Riva Event Monitor The Riva Event Monitor allow you to: • Assign policies, applications and reports to be executed based on an event occurring in your GroupWise system • Assign Riva CRM and third-party synchronization to synchronize event-specific information to the CRM or third-party application Note: The Riva Event Monitor is included by default in the Secure Distribution List Application. CRM-based event notification is CRM specific because not all CRM systems provide event-based notification.

12. Riva Integration Server: Integrate CRMs and Third-party Applications – Like Never Before The Riva Integration Server for Novell® GroupWise®integrates data from third-party databases, CRMs, ERPs, business processes, collaboration systems, management systems and others into GroupWise. Key Value: “Synchronization of data from virtually any source ... to any Novell GroupWise destination, providing seamless, transparent synchronization.”

13. Beyond E-mail – 8 CRM and 4 Database Integrations for GroupWise 8

14. Riva Collaboration Integration Connectors

16. Why is this important? In 1993... What percentage of companies had email systems? What types and size of companies were they? Did they have internal or external email systems? What percentage of companies migrated to one or more different email systems since 1993? How easy were the migrations / mergers? Since 1993, what percentage of departments or companies acquired other different email systems through mergers or acquisitions? What percentage of companies will deploy or migrate to new email systems in the next five years?

17. Why is this strategic? In 2008... What percentage of companies have CRM systems? What types and size of companies are they? Do they have internal or external-facing systems? How many companies have deployed and/or migrated to one or more CRM, ERP or LOB systems since 1993? How easy were the migrations / integrations? What percentage of departments or companies acquire different CRM, ERP or LOB systems through mergers or acquisitions?How easy are those mergers? What percentage of companies will deploy or migrate to new CRM systems in the next five years?

18. Being Successful is About Being Strategic Novell® GroupWise® and Teaming®play strategic roles for Novell customers by bringing together collaboration and knowledge workers in project-based team workspaces. CRM, ERP, Collaboration and LOB applications also play a strategic role for management, sales and service staff. (Not to imply that sales and management staff are not knowledge workers!)People LIVE in their CRM and various LOB applications.

19. Collaboration Integration is Strategic Riva CRM and Third-party Integration for Novell® GroupWise®is strategic because it provides: • Relevancy • Immediacy • Simplicity • Consistency And allows your staff to focus on customer engagement and higher-level processes.

20. #1 Objective for Corporate Buy-in? Increased Profitability (better customer service, more sales) Sales and customer service are highly collaborative experiences. Riva SharePoint® and Portal Integration for Novell® GroupWise® fosters and enhances corporate productivity and collaboration without the user having to change the way he uses GroupWise® or SharePoint® Riva enhances profitability by giving your employees access to SharePoint® information anytime and anywhere they have access to Novell® GroupWise®!

21. #1 Criterion for User Buy-in? Ease of Use If the application is not easy to use, it will not be used! If the application does not work the way users expect it to work, it will not be used! Time is the most precious commodity customer service agents, sales representatives and account executives have. Riva Integration gives time back to your staff. With Riva SharePoint® Integration for GroupWise Web Part Portal Integration for SharePoint®, users have access to accurate information inside SharePoint® and inside Novell® GroupWise® — anytime and anywhere. It’s their choice!

22. Riva’s Focus: End-user Impact Riva integrates Novell®GroupWise® and mission-critical applications to: • Make the end-user’s life easier (for everyone from the receptionist to the CEO) • Help users reach their sales targets and customer service goals • Help users make a big difference • Keep users organized and give them access to accurate information everywhere they need it. Users don’t have time to keep track of everything on their own

23. Think of Riva as a Bridge Between... Collaboration:Novell® GroupWise® SQL: SQL databases CRM: SugarCRM, info@hand, Microsoft CRM, Salesforce, Bluefin, Microsoft SharePoint, SageCRM, Facebook Novell GroupWise: Resource or regular account Riva is toNovell GroupWise content synchronization... ...what Novell® Identity Manager is todirectory valuessynchronization.

24. MANDATE TO THE DEVELOPER TEAM: “Allow me to live in GroupWiseand access and manage myCRM content.”

25. Riva’s 3Ts: Tight, Transparent, Timely Riva’s CRM integration creates a competitive advantage based on allowing sales, service and account reps and executives to gather and execute on: • Single entry calendar, contact and account information • Integrated customer intelligence • Analysis • Collaboration • Best practices

26. Riva’s Most Import T: Transparent Transparent, bi-directional synchronization of appointments, phone calls, tasks, notes, address book contacts, accounts and organizations* Transparent synchronization of opportunities, quotes, sale orders, invoices, cases and others from CRM* to GroupWise. *Synchronized modules are CRM specific

27. Transparent Synchronization

28. Riva CRM Desktop and Enterprise Editions Enterprise Edition: Multiple accounts, no desktop software Desktop Edition: Single account, no server software • All information synchronized from the CRM is available in ALL Novell® GroupWise® clients (Linux, Macintosh, Windows, WebAccess, mobile devices, Evolution, Outlook, IMAP) • Full BlackBerry and GroupWise Mobile Server mobile device client support (e.g., Tasks marked as completed on your BlackBerry or GroupWise Mobile Server clients are marked as completed in the CRM)

29. More than just a Windows Client Plug-in:Complete Platform for CRM Integration • No-touchTM integration (no software to add to clients) • Transparent to both Novell® GroupWise® and CRM • Compatible with GroupWise running on all server platforms • No new infrastructure or firewall changes • Turn all GroupWise clients into integrated CRM clients (supports caching and remote modes)

30. Bi-directional Synchronization

31. Allow Users to Do Things ONCE – in the CRM or in GroupWise! Leverage the off-line and on-line capabilities of Novell® GroupWise® to: • Create / edit CRM accounts • Create / edit CRM contacts • Create / edit CRM appointment • Create / edit CRM tasks • Review opportunities, cases, quotes • With GroupWise® 8, we expect to be able to deliver off-line editing of opportunities, cases, quotes...

32. Generic CRM Information Added to Novell® GroupWise® • Quotes • Account Name • Amount • Modified Date • Quote Number • Quote Stage • Cases • Account Name • Case Number • Case Type • Modified Date • Status • Users can sort quotes, cases and opportunities based on each of the fields. Riva Transparently adds custom and CRM-specific fields to Novell GroupWise to match CRM fields: Opportunities • Account Name • Amount • Modified Date • Probability • Sales Stage

33. Flow Diagram – CRM to GroupWise®

34. Flow Diagram – GroupWise® to CRM

35. Riva ConnectBarTM and Automatic CRM Content Creation from Novell®GroupWise® Riva ConnectBarTM: Review, Edit and Delete opportunities, quotes, projects and cases directly from Novell® GroupWise®(We expect off-line edit to be supported in the GroupWise® 8.) Riva SmartConvert Drop FoldersTM: Allow users to convert customer emails into archived or new CRM data—directly from GroupWise. Automatically create new CRM contacts, accounts, opportunities, cases, tasks and appointments—directly from GroupWise. See: www.omni-ts.com/crm-integration

36. Riva ConnectBar: Sort CRM Opportunities, Quotes and Cases in Novell®GroupWise® Standard View Group Labels View

37. Riva ConnectBarTM: View, Edit or Delete CRM Opportunities, Quotes, Cases from GroupWise The Riva ConnectBar allows you to Review, Edit or Delete opportunities, quotes and cases directly from the GroupWise client.

38. Convert a Novell® GroupWise® e-mail into a CRM opportunity or case. RIVA SMART CONVERT AND DROP FOLDERS

39. SmartConvertTM Folders – Email

40. SmartConvertTM Folders – Opportunities

41. SmartConvertTM Folders – Cases

42. SmartConvertTM Folders – Quotes

43. Create Novell®GroupWise® CRM Dashboards Users can create Novell® GroupWise® CRM dashboards to reflect their preferences: Dashboard One • Recent Activity • Calendar Activities • Open Cases • My Opportunities • My Quotes • My CRM Contacts • Dashboard Two • Same as listed to the left with an open Opportunity • Displays Omni ConnectBar to Review, Edit and Delete functions

44. Sample CRM Dashboard

45. Riva SDK and Third-party Collaboration Integration and Synchronization for Non-CRMs

46. Facebook® Integration for GroupWise® Riva Facebook Integration for Novell® GroupWise® includes synchronising: • Facebook friends as contacts to a GroupWise® address book • A link to the friend’s Facebook page is included so you have direct access to it from GroupWise • The following Facebook information is also available in GroupWise 8: About Me, Activities, Favorite Movies, Favorite TV Shows, Favorite Quotes, Favorite Books, Favorite Music, Interests, Political View, Relationship Status and Status.

47. Facebook® Integration for GroupWise®

48. SharePoint® Integration - Option One SharePoint® Integration for Novell® GroupWise® allows SharePoint information to be synchronised to GroupWise. It delivers transparent, server-side synchronisation of: • SharePoint® and GroupWise® appointments • SharePoint® and GroupWise contacts and groups • SharePoint® and GroupWise® tasks • Custom and third-party modules Emails and notifications sent to SharePoint® team members are received directly inGroupWise® Attachments associated with SharePoint® activities are available directly through GroupWise®

49. Technical Requirements for SharePoint® Integration for GroupWise® • Requires the Riva Integration Service to be configured and running on a Windows or Linux system • No changes required to the SharePoint® server • User Impersonation is configured as the Riva authentication choice. Riva connects to SharePoint® as a master account and “impersonates” the user • uses eDirectory, Active Directory or SharePoint Services authentication to provide transparent, single sign-on between SharePoint and GroupWise • Active Directory or SharePoint native permissions control user access to SharePoint® calendars, tasks, projects, lists, etc. • Riva uses the eDirectory/GroupWise email address and the SharePoint® email address to link the accounts between the two systems.

50. SharePoint® Integration for GroupWise® Provides: • Bi-directional synchronisation of address books and tasks between GroupWise® and SharePoint® All changes in one application are synchronised to the other • Ability to view SharePoint information in ALL GroupWise clients (including BlackBerry) • Because SharePoint®appointments and issues are part of a “shared, team” calendar, appointments, synchronisation is uni-directional from SharePoint® to GroupWise. Changes made in GroupWise to SharePoint® appointments and issues are not synchronised back to SharePoint®