e Visory Capabilities Overview eVisory Capabilities Overview March, 2006 Steve Carey VP-Public Sector

ECM Market Status eVisory Background Analysis and Procurement Approach Benefits ‘Unbiased’ Discussion Agenda

Mature market –Companies > 20 years old –4 th -5 th generation products –Industry consolidation Over 200 software OEMs Products look similar, but can be very different ECM Market Status Gartner “Magic Quadrant”

ECM Market Status eVisory Background Analysis and Procurement Approach Benefits ‘Unbiased’ Discussion Agenda

Leading consultants in ECM-related technology Led by senior industry experts Formed out of other company Truly unbiased Extensive experience with enterprise implementations Strong knowledge of nearly every available vendor today e Visory Overview Background

Involvement in over $4B of system procurements Created industry’s first needs analysis and audit methodologies (including compliance) Sample projects: American Express Intel IRS Genzyme Genetics Tupperware Deloitte & Touche US Post Office Malcolm Pirnie Created US Labor program e Visory Overview Background

High Level Assessment Needs Analysis Cost Justification Procurement System Audit Records Management Audit e Visory Standard Services Background

Very senior personnel Mason Grisgby: Invented COLD, installed first imaging system, founded various companies, AIIM Pioneer Gordon Hoke: Long time industry analyst, leads best practice analysis, founder AS/400 DM SIG Jon Hanshew: PM for one of world’s largest imaging systems, helped design NYC 911 system Dan Elam: Over $3B of procurements, co-author CDIA certification, co-author AIIM CMP, created first needs analysis methodology and audit, AIIM Fellow Significant work on standards, emerging technologies, etc. e Visory Sample Personnel Background

ECM Market Status eVisory Background Analysis and Procurement Approach Benefits ‘Unbiased’ Discussion Agenda

High Level Assessment A high level assessment is designed to quickly determine whether new technology is (cost) effective and identify implementation sequencing High Level Assessment (HLA) Analysis And Comparisons Management Presentation On-Site High-Level Interviews & Observations PIW Project Initiation Workshop Background & HLA

High Level Assessment Analysis And Comparisons Management Presentation On-Site High-Level Interviews & Observations PIW Project Initiation Workshop Designed to provide high level review of operations including user and management interviews in each application, operations walkthroughs and performance data collection Does not provide exact business requirements for implementation Look at everything - not just Content Management Collects info on the Current State Background & HLA

High Level Assessment Analysis And Comparisons Management Presentation On-Site High-Level Interviews & Observations PIW Project Initiation Workshop Analysis relies heavily on experience with other organizations Provides the “Gap Analysis” to the Future State Develops the functional and technical business requirements for both ECM and infrastructure Develop ROI model Solution Comparison may be in this presentation or as separate written deliverable Background & HLA

High Level Assessment Analysis And Comparisons Management Presentation On-Site High-Level Interviews & Observations PIW Project Initiation Workshop Intent is to provide sequence implementation largely based on ROI & Risk Does not provide detailed ROI calculations Presentation serves as basis for decisions, technology and process management discussions, implementation sequencing, and any ROI discussions Other applications must be cost justified on their own merits based on the incremental cost to add - not exact cash (Does not include compliance or soft benefit justifications) Background & HLA

High Level Assessment

e Visory Methodology Reference Architecture

Straight to Procurement Only used where HLA confirms justification Combines Needs Analysis with Limited Procurement Eliminates intermediate Needs Analysis deliverable A little faster and less expensive Assessment Strategy

e Visory Procurement Limited competition procurement Review potential core software OEMs with client to select short list OEMs submit integrator primes Interactive Design sessions to review with teams Develop evaluation criteria ‘Chant’ evaluation process eVisory typically leads contract negotiations Assessment Strategy

Remaining Tasks High Level Implementation Sequencing ECM Deployment Strategy Presentation Governance –Decision Rights Matrix –Possible User Acceptance Test –Additional Governance Services if desired

ECM Market Status eVisory Background Analysis and Procurement Approach Benefits ‘Unbiased’ Discussion Agenda

Truly unbiased Personnel ECM is all we do Proven analysis and procurement approaches Significant vendor leverage Cost effective (and fixed price) Understanding of ROI & Compliance Why e Visory?

Hard dollar emphasis helps keep life cycle costs low and benefits high 5 year costs instead of purchase price US Labor gives us ‘real’ experience Unique understanding of compliance –Enron –MCI –Baptist Foundation of Arizona Low risk implementation Why e Visory?

ECM Market Status eVisory Background Analysis and Procurement Approach Benefits ‘Unbiased’ Discussion Agenda

Our view of Unbiased No bias in favor of technology No bias in terms of vendors Procurements tend to match top 20 vendors in terms of market share Smaller (less financially viable) vendors, Documentum and Microsoft have fared disproportionately poorly Consultants should be advisors – not decision makers Cannot solicit vendor revenue

Others view of Unbiased

Direct Questions To: Steven Carey, VP-Public Sector