Therefore TM Sales Perspectives

1. ThereforeTMSales Perspectives

2. What is the Therefore Corporation • R&D Company • Document Management Product since 1991 • Development in Austria/Vienna • Headquarters: Vienna/Austria & Cary/North Carolina, US • Partnership with Canon NSO‘s Since 1992 • Agreement with Canon Europe since 2002, renewed 2005 • Canon‘s services ready process orientated Document Management offering. • Canon Europe launches Solutions 5 in January 2007 • DMS solution offer of Canon Europe (details please see Solution 5 resource CD) • Canon is 49% Owner of the ADOS Corporation • Since 2008, Canon takes 49% Ownership at the ADOS Corporation • Re-branding process is started in parallel • Company and Product is renamed in ThereforeTM • Since March 2009 ADOS Corporation is renamed in Therefore Corporation • In Mai 2009 the new product generation Therefore 2009 will be launched • People. Process, Information is the new product identification tag line 1991 1992 2002 2005 2007 2008 2009 

3. IdentificationCanon is identified as a end to end solution provider CustomersLarge number of existing customers worldwide Currently more than 1600 PeopleWe are a solution community, all sales and technical forces Future We constantly develop what markets need in cooperation with Canon ReliabilityWe stand for a reliable and robust quality product. We take responsibility for the customers biggest value. EnvironmentWe want to help to create a environment friendly workspace Our Philosophy and shared Values • People. Process. Information ThereforeTM document solutions help companies all around the world to work smarter by connecting people and processes to information

4. ThereforeTM localized so far in 26 languages … EFIGS & more… Afrikaans, Arabic, Croatian, Czech, Danish, Dutch, English, Estonian, Farsi, Finnish, French, German, Greek, Hungarian, Italian, Norwegian, Polish, Portuguese, Russian, Serbian, Slovenian, Spanish, Swedish, Zulu, … Markets • Europe • Middle East • Africa • US and Canada • Australia

5. Industries

6. Why is DM so important?

7. The paperless office was promised since 1979 • The number of paper copy’s and paper output is still increasing today. • Globalism requires to distribute more information than ever before. • 40% - 60% of copy’s are not necessary duplications of the same information. • Aprox. 10 Times more information is distributed than in the decade before. • Only 2-3 Times more paper copy’s are created in the same time. • Demands for photocopy cost reduction and environment protection concerns do influence the habits and requirements of our customers. • Duplication copy’s can be avoided using digital documents and electronic process management – But they do not extinguish the need for paper output. • Better output quality with more flexibility and less costs per sheet is the today’s demand for office print and also for professional print. The paperless office was promised to be realistic. Why should a producer of high quality output devices be interested in the reduction of photocopy’s ?

8. Operation Collaboration Development Future growth Legislation Regulation What is the value of information? • Incoming and outgoing Documents must be accessible, manageable and processed in time during the daily operations. People and businesses processes depend on the information flow, they are totally connected. • Documents are relevant in terms of legislation and legal regulations. Documents are proving company's transactions and must be safely kept. • “Without your memory you loose your future”Company’s future development depends on the right decisions based on the right information in the right moment. Information is the key factor to success.

9. Cost Protection Environment Collaboration Why must information be managed? • Limited space is common in classical basements and archives. Temporary solutions compromise the use and access to information. Digital solutions improve information access and reduce cost of storage. • The value of information can only be used if the information is available fast and in a simple way. Digital Storage provides access to information where you need it and when. • Fire, Water and other elemental forces are a significant danger for physical paper archives. Information must be protected against uncontrolled access and falsification. The risk can be eliminated by digital storage DM Solutions. • Our environment is in danger. Waste and unnecessary use of energy and material must be avoided. The use of intelligent office solutions reduce the cost for our planet.

10. What is our Mission?

11. Our Mission Reduce of cost Improve your document processes Increase the productivity of your people Create an environment friendly workspace Increase document security

12. 32% of documents are not available when you need them(Cimtech) Employees search for documents approximately 4,5 hours per week. In one year every employee wastes 4-5 weeks searching for misfiled documents 4-5 Weeks 4,5 hours Processes optimization to be more efficient 32% • Easy useable and logic concepts increase the efficency

13. Increase the productivity of people Production Administration • Only 4% of Enterprises have optimized their business processes 90% 4%

14. Can you make sure that document access is centralized and policy based? Can you access your documents over the Internet or in the office safely and secure? Can you make sure that changes to documents are recorded or can be prevented? Is you document storage protected against environmental forces? Can you control who is accessing what kind of information in your company? Who can ensure you that relevant and important data is not stored on local computers? DM helps to increase document security

15. Where do we begin?

16. This is very often the case

17. Problems with conventional storages • Filename = limited search criteria • Fracture = no central storage • Complex structures = No overview • No rule enforcement = Unsystematic storage • The view of Individual’s = Redundancy

18. Customers are searching for solutions • Cost efficient content storage & access • Regulatory legislation demands • Unclear storage of paper and electronic content • Fractured and often chaotic data storage • Defeat the chaos in the content Architecture and reduce environmental complexity and reduce cost.

19. Cost reduction Productivity Improvement More Security Environment friendly Operational Improvement Customers have high expectations • Less energy and material cost, paper output reduction • Searching time reduction for information • Less storage cost and use of space • Central, efficient and lasting storage of information • Storage in compliance to regulatory legislation and directions • Process improvements with the help of electronic workflow • Integration into other applications • Scalability up and down as demands grow and shrink • Capture & distribution of Information of all types • Controlled access to information • Protection of information against disaster, loss and falsification • Local managed and driven solution with local support • Help for better protection of the environment

20. What’s the additive value we offer? Input Flow of Information Business processes Manage Process Distribute Store Retrieve Output

21. What should customers know about? • There are obligations to be considerate • Efficient DM saves money, time and energy • There is a difference between DM and archiving • DM technology is ready fully developed today • DM has an effect on the whole company

22. Product basics

23. Therefore™ 2009 Software & Relationship DR Scanner DR Scanner DR Scanner IR IR IR IR IR Navigator Viewer eCOPY Conn. Exchange Conn. Uniflow Printer Driver Therefore Workflow Capture Client Planet Press eCOPY Any Appl. ERP ERP ERP Mail Server Any Appl. MS Outlook Folder MS Office ERP Conn. KOFAX/ IRIS Powerscan API Office Links Therefore Core Product Database

24. Simplified - Storage to ThereforeTM ThereforeTM Clients 32bit or Web Client Host or ERP System Data Streams, Output, … Primary Storage Backup Storage 1 3 2 ThereforeTM Server

25. How paper gets into ThereforeTM? • From the MFP Device and its scanning unit, saved with Canon Meap or eCopy. • From Hot-folders in the network, scanned by the MFP or any other scanner. • Scanning with a DR Scanner using ISIS and the ThereforeTMCapture Client. Barcode and OCR can be used. • Scanning with a DR Scanner TWAIN source in ThereforeTM Navigator & Viewer • IRIS Power Scan with forms, OCR, ICR and Barcode recognition and release to ThereforeTM 2009 • Kofax Capture Workflow with forms, OCR, ICR and Barcode recognition and release to ThereforeTM 2009 • Scanning with eCopy Desktop and DR Scanner

26. Simplified – Retrieval in ThereforeTM Host or ERP System Data Streams, Output, … ThereforeTM Clients 32bit or Web Client Primary Storage 2 1 ThereforeTM Server

27. The Document life circle Retrieve Primary and backup Storage Retrieve Document gets captured and indexed Archiving of document Creation of document Use & Change of document Workflow Storageon final Media using HSM Retention End of life time of document Document gets deleted (Logical or physical) Save keeping period of document Retrieve

28. Editions at a glance Small Business (storage & retrieval) • Personal Edition • DMS for a single user environments • Workgroup Edition • DMS for departments and Workgroups up to 20 Users Business Editions (process management) • Business Edition • DMS for medium and large sized Companies

29. Edition compatibility • One Runtime for all Editions • All limitations and functionalitiesare organized by the License File • Upgrade compatibility of all Editionswithout merge from Personal Edition to Enterprise Edition

30. 3 dimensional license Device Access License Client Access License Connector License Workflow connector Capture Client COLD Report Management • Named User • Concurrent User • Mixed eCopy License SAP Connector Dynamics NAV Connector MFP Device License MOSS 2007 Connector Exchange Connector Enterprise Server Lotus Notes Connector Ascent Capture Release Module

31. Standards and Support

32. Platforms and standards *) Support planed for Therefore 2009 in Mai 2009 **) Jukebox support is likely to be discontinued in future as Plasmon has announced not to continue Jukebox production

33. ThereforeTMStorage of documents

34. ThereforeTM Storage elements and relationship ThereforeTM Document ThereforeTM Retention Policy ThereforeTM Storage Policy ThereforeTM Category ThereforeTM Retention Queue ThereforeTM Storage Queue ThereforeTM Server Storage on /BUFFER ThereforeTM Migration Delete from Media on a Device Storage on Media on a Device

35. ThereforeTM .thex file format + + • Open Packing Conventions (Open xml) • Part of Office Open XML Standard (Microsoft, ISO) • Based on xml and zip • State-of-the-art concept for compound files • Used by Office (.docx, .xlsx, .pptx, …) • Benefits • Content is compressed • Easier handling of document information through xml • Index Information, Pages (original file Name), … • Open Standard • WinZip required for open/read operations

36. ThereforeTM Database • SQL Database (SQL Server, Oracle, IBM-DB2) • Stores all application meta data information • Configuration of the application infrastructure • Category definition • Security configuration • Dictionary’s, Data types • Storage settings, Schedules, … • Media Information • Workflow definitions • Stores all document meta data information • Document information data • Document index data • Document status and media information • Workflow information for documents • Digital signature Information • Stores Staging queues • Storage staging queues • Retention staging queue

37. ThereforeTM Category • Document type in ThereforeTM • Definition of Index data set to label ThereforeTM documents stored in it • Defines access security to ThereforeTM documents stored to it • Options & Settings • Water mark image • Full text settings • Document preview settings • Check out comment settings • Field tab order • Document Export naming convention • Can be organized/sorted in a tree folder structure • Can be part of a storage policy (if not set, documents remain in Buffer) • Can be part of a retention policy (if not set, documents stay on Media)

38. Step 1: ThereforeTM paper capture processes 2 3 1 4 The Document is stored into Therefore. It leaves the Client and is transported to the Therefore Server. All Index data is stored in the Database The Document gets classified and indexed. It is now belonging to a category and has got all indexes describing it. The Document resides on the Therefore Buffer and waits for further processing to the final Media according to the storage policy. Document is scanned in or captured and temporarily saved on the client Capture Classification Store Document Save on Buffer

39. ThereforeTM storage processes – 2 Business Servers local Primary Storage ThereforeTM Business Server 1 Central Backup Storage 1 Primary Storage NAS, SAN 2 Backup Storage ThereforeTM Business Server 2 Primary Storage NAS, SAN 1 Primary Storage 1 2 Backup Storage local Primary Storage

40. Scenario: ThereforeTM pre-fetch process – 2 Business Servers ThereforeTM Home Server 1 Remote caching 2 1 ThereforeTM Home Server 2 local caching Remote caching 2 1 local caching

41. ThereforeTMSecurity

42. ThereforeTM Permission overview • Active directory (Domain) Security • Single sign on for client connection in domains • LDAP is supported • Local Security • User definition on Server client is connecting • Security is set in the ThereforeTM Solution Designer • Permissions are stored in the ThereforeTM Database • Security settings are object oriented, different permissions for different object types • Document permissions can be summarized in Permission Sets (Roles) for easy deployment • Security information is stored in ThereforeTM Database • Security can alternatively be defined in the ThereforeTM Rights Server • Individual rights check, executed by a customized DLL • Bypass of standard security settings if AD is not used

43. ThereforeTM Document related security • Object Types • Category root folder • Root folder for category's in the Design section. • Category Folder • A Folder to sort Category’s. Access permission set for all category’s in the particular folder. Inheritance from parent object. • Category • A single ThereforeTM category. Access permission for this particular category. Inheritance from parent object. • Sub-Category • A Keyword list used in a ThereforeTM category for indexing documents. Depending on the used keyword, access permissions can be set for documents. Inheritance from parent object. • Document • A single ThereforeTM document. Access permission to the document in normally inherited from its category. Inheritance from parent object. • Inheritance • Inheritance can be broken at any level. The object then has independent access permissions from its parent object.

44. ThereforeTM Document related rights

45. ThereforeTMIntegrated Workflow

46. A simplified order management OFFICE DESK: PO arrives per mail or gets scanned in ACCOUNTING: Order is processed in the ERP system CUSTOMER SERVICE: Order is processed to be delivered APPROVAL: Discount will have to be approved by Manager CUSTOMER SERVICE: Order is packed and sent by FedEX. Mail confirms order and delivery to customer ACCOUNTING: Invoicing process is started, Order is closed The whole process has to be done in 48 hours @

47. Additive Value to the customer Flow of Information Input Order comes in Process Order Processing Search &… Retrieve Order in ERP Output Delivery goes out

48. Functionality in the Workflow • Expiration / Overdue escalation • Time management in minutes, hours and working days for process and task • E-Mail notification in case of overdue Workflow Instances • Escalation tasks to handle overdue in activities • Calendar function with working hours, weekend and holidays • E-Mail notifications • SMTP Message routing • History & Audit Trail • Detailed History for every Workflow Instance • Process Owner • Can view all Workflow Instances • Can reroute running Workflow Instances • Task assignment to users an groups • API Integration Workflow ActiveX API, ThereforeObjects @ C++

49. Workflow Dialog for users Instructions Actions History Documents Index data Information

50. The process definition Start: Saving of a document starts Workflow instance Task: One step in the process (manual) Transaction: Link between Tasks. The condition defines in witch way to proceed Workflow in intuitive graphical way… Processes can now be designed in a graphical interface. Print, zoom and auto-manage functions help to make the design easy and fast.