Adjacent Technologies IBM Case Manager Wins & Solutions Strategy Adjacent Technologies IBM Case Manager Wins & Solutions Strategy October 15, 2013 Dial In Numbers: US Toll Free: Global Access Numbers: Participant Passcode:

A Brief History of Adjacent Technologies Automated Capture Automated Capture Electronic Document Mgmt Electronic Document Mgmt Advanced Case Mgmt Advanced Case Mgmt Social Content Social Content Governance Governance Analytics Analytics ACMS Adjacent is an early-adopter ECM systems integrator

CloudCloud A Brief History of Adjacent Technologies Automated Capture Automated Capture Electronic Document Mgmt Electronic Document Mgmt Advanced Case Mgmt Advanced Case Mgmt Social Content Social Content Governance Governance Analytics Analytics ACMS Physical Records Physical Records HRHR Mobile Mobile Claims Claims Legal Legal Adjacent is an early-adopter ECM systems integrator __________ ACMS is the Adjacent Case Management Suite

Adjacent Technologies Customer Retention Since 2002, we have served numerous major customers

Adjacent Technologies Customer Retention Since 2002, we have served numerous major customers __________ 4 out of 5 have current contracts with us

Adjacent Technologies Customer Retention Since 2002, we have served numerous major customers __________ 4 out of 5 have current contracts with us __________ > 80 % customer retention over 11 years

Texas Office of the Attorney General Crime Victims Compensation

Cloud Hosting

12 Claim-to-Payment Solution Screenshots

13 Solution Screenshots

14 Solution Screenshots

Recent IBM Case Manager Wins Texas Office of the Attorney General Legal Case Management Solution

Legal Case Management Solution Screenshots

Recent IBM Case Manager Wins Austin Energy

Austin Energy – Employee Lifecycle Management (On-boarding/Off-boarding)

Austin Energy – Employee Lifecycle Management (On-boarding/Off-boarding) – Solution Screenshots

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Information on Demand 2013 Expo trade booth –Demo of solutions –Cloud partner on site Sponsoring executive golf tournament lunch Dave Parks main stage with Doug Hunt on Sunday OAG CIO main stage on Monday ICM solution breakout session with customer on Wednesday

Adjacent Technologies IBM Case Manager Wins & Solutions Strategy Adjacent Technologies IBM Case Manager Wins & Solutions Strategy Thank You

#ibmecm IBM CASE IOD 2013 October 15, weeks to go

What is ICM Concierge at IOD Maximize IOD as Sales Progression Event Get prospects in front of ICM SMEs who can answer their questions and help move sales forward Help with tailoring customer IOD schedules Help at IOD

ICM Concierge at IOD IOD Sales ‘Hit’ list Currently 82 Enterprises, 110 attendees Based on IOD attendee list and ICM Sales leaders top prospects list Current Pipe being tracked by Concierge at IOD - $ 15 m

What is Available Exec 1-1 Personalized Demos Solution 1-1s Partner 1-1s Customized ICM Session List ECM Central Events On site ‘Concierge’ ICM Concierge at IOD Wiki:

BUILD YOUR OWN CASE AT IOD WITH THIS PERSONAL ACM PLANNER Activate Business Opportunities with IBM Case Manager Bill Lobig Director - Devpt Kimberly Deobald Director ACM Executives Available At IOD David Caldeira Product Marketing m Visit us PED# 12 & 13 Visit us Booth 9-24

Dedicated Sessions at ECM Central Visit us Booth 9-24 Visit us PED# 12 & 13 Michael Nishiki ICM Sales Lead ibm.com Chris Fawbush ICM Sales Lead Need Help On ACM - Catch Michael Green ICM ‘Concierge’

Programs schedule – ECM Central

Plan of Action Chose your top prospects from the list of IOD attendees or follow up with them to get them to IOD (Guess Passes still available) Put a plan in place with them for IOD Send note to Michael Green to o 1-1 Demos o Solution 1-1s o Partner 1-1s Issues, ideas, help at IOD: o Text: Michael

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Thank You See you at IOD 40