ECM 101 for Financial Services

Agenda

• Who is Alfresco? • What is Enterprise Content

Management? • Case studies • Q&A

Alfresco is now the largest private, pure-play open source software company in the world. 3 million+ downloads of Alfresco community 2000+ customers from 43+ countries 250+ global channel partners 21 consecutive quarters of revenue growth founded in 2005

Maidenhead, UK Global Headquarters Atlanta, US Headquarters

Alfresco people Enterprise Software + Content Management + Commercial Open Source

Management Team Experience

Investors

Founders

John Powell CEO Former COO of Business Objects

John Newton CTO & Chairman Former founder of Documentum

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Sample Alfresco Customers

Complete Content Management

6

Document Management

Electronic Records

Management Collaboration

Web Content Management

Email Archive

What we do Alfresco Platform

Workflow

Image Management

Digital Asset Management

Document  Management  

•  Common uses o  Store, search, manage content with central repository o  Content sharing, versioning, workflow/approval

•  Benefits o  Save time, simplify searching o  Improve knowledge sharing, work smarter

•  Highlights o  Simple as shared drive, integration with MS Office o  Web access, security & permissions o  Any kind of content

Collabora1on  

•  Common uses o  Team/departmental sites o  Collaboration for project management o  Simple document tags, keywords

•  Benefits o  Empower users and teams easily o  Simple UI -- intuitive, low learning curve

•  Highlights o  Rapid roll-out and adoption o  Web 2.0 services all within same platform

Web  Content  Management  

•  Common uses o  Content authoring, workflow o  Feed the presentation layer o  Structured content (press releases, articles, images)

•  Benefits o  No surprises on your site o  Reduce dependence on IT

•  Highlights o  Whole site versioning and rollback o  In-context preview

Records  Management  

•  Common uses o  Identify, classify, preserve records (documents) o  Retrieve records for auditing; purge records over time o  Maintain evidence of contracts, certificates, legal content

•  Benefits o  Compliance support with audit history o  Integrity via security and roles (i.e. file/write, search/read)

•  Highlights o  “RM for the rest of us” - dramatically lower cost o  Multiple import points – web, CIFS, email (IMAP)

Email  integra1on,  archiving  

•  Common uses o  Simply email content into Alfresco o  Document/archive emails specific to a project or matter o  Individual “drag and drop” email into Alfresco repository

•  Benefits o  Integrate with existing communication methods o  Easy adoption

•  Highlights o  Any email technology with IMAP o  Includes email attachments

Digital  Asset  Management  

•  Common uses o  Basic/light DAM- store, manage rich media & large files o  Catalogue file types, metadata, set up rules for media

•  Benefits o  Same repository o  Storage policies driven by business rules

•  Highlights o  CIFS, WebDAV, FTP, multi-file upload o  Thumbnailing, preview capability out of the box

Image  management  

•  Common uses o  Digitize physical records, go “paperless” o  Inbound paper management (invoices, contracts, forms) o  Simple capture through shared drive interface

•  Benefits o  Efficiency through electronic search and storage o  Full text indexing, metadata capture

•  Highlights o  Automate rules and business process o  Integrate with scanning/OCR technologies (i.e. Kofax)

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Customer Spotlight: HR Block

Challenge: H&R Block wanted a flexible, easy- to-use document management system to capture clients' tax documents and move them digitally to its tax preparers' offices.

Solution: By choosing Alfresco, H&R Block was able to meet its goal of choosing to scale both technically and economically. H&R Block paid one-tenth of a similar commercial product support contract. The company's initially doing several deployments at headquarters, but it wanted a cost low enough to leave open the possibility of a major rollout to its extensive branch offices.

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Customer Spotlight: The P&V Group

Challenge: To be able to archive the records properly within the group’s existing system, a large proportion of the scanned documents had to be handled manually. The task at hand was two-pronged: the solution needed to provide an answer to short-term requirements, while at the same time align with the P&V Group’s longer-term vision regarding ECM.

Solution: By choosing Alfresco, P&V was able to have a single standard platform for their EMC and DM systems. Over time, they could integrate and expand into WCM. The Alfresco solution is meeting its targets with flying colors. First scan recognition has risen from less than 60% to 97%. Documents are now loaded automatically into the archive and made available to users online. Additionally, a range of document flows have also been optimized, which has generated additional savings. Today, the archives contain in excess of 14 million documents.

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Customer Spotlight: Caceis Investor Services

Challenge: The problem needing to be solved consisted of two parts: The company is legally obliged to keep a record of all our customers' documents, which, at the start of the project in 2007, represented around 80,000 pages, with increasingly large storage space requirements. The second challenge was that of transactional orders and validating signatures.

Solution: The Alfresco business model, based on open source software, enables flexible solutions to be offered with an excellent TCO, compared with proprietary solutions. Alfresco has provided a permanent solution for Caceis to accommodate high volumes of data combined with secure shared access to information.

Demo

Q&A

•  If you have questions, please enter them in the Q&A panel.

•  Bob.duley@alfresco.com •  770-658-4414 • Mark.frazer@alfresco.com