Enterprise Information Management @ work Pamela Davis, Strategic Account Manager, SourceHOV

What is EIM? On Gartner’s IT glossary page, Enterprise Information Management is defined as… "Enterprise information management (EIM) is an integrative discipline for structuring, describing and governing information assets across organizational and technological boundaries to improve efficiency, promote transparency and enable business insight Enterprise information management covers all types of information, including traditional structured data, semi-structured and unstructured data, and content such as documents, emails, audio, video, and so forth Information and its impact and value on business outcomes is coming to the fore as organizations seek to leverage information for improved business performance. This is as a result of the growing complexity across the enterprise, supply chain and global economy

How does your organization generally perceive information management? Enterprise Information Management How does your organization generally perceive information management? Nearly all report their organizations view information management as being of some importance; 31% consider information management to be a strategic priority

Enterprise Information Management Importance of having a comprehensive enterprise-wide information management strategy The majority (80%) consider it highly important to have a comprehensive enterprise-wide information management strategy

Enterprise Information Management Organization are in the process or have in place “Enterprise Information Management” 61% respondents of AIIM 78% respondents of CIO

Enterprise Information Management Top Business Drivers

Enterprise Information Management Top business drivers for implementing an enterprise-wide Information Management Strategy

Enterprise Information Management Concerns

Enterprise Information Management Mobility and Big Data initiatives are the most significant contributors to increased demand for and enterprise-wide information management strategy

Enterprise Information Management More than two-thirds consider complete information, better collaboration, and better agility to be highly important potential benefits of integrating information management initiatives (NET) Top 2 Critical Very important Somewhat important Not very important Not at all important More complete/reliable information available for decision-making 78% 39% 18% 1% 3% Better ability to collaborate/share information across applications or departments 72% 28% 43% 22% 4% Better agility/ability to react quickly to changing business needs 67% 24% Improved customer responsiveness 64% 23% 41% 26% 7% Enhanced business continuity/disaster recovery 19% 45% 27% 5% Improved ability to meet compliance and regulatory requirements 62% 34% 6% Improved TCO and cost efficiencies 61% 14% 47% 31% Increased protection from security threats and data leaks 60% 29% Improved data access and self-service for employees 25% 35% Better ability to enforce information access policies 55% 15% 36%

Enterprise Information Management CFOs' Top Imperatives From the Gartner FEI CFO Technology Study

Example EIM Solution 70+ administrative systems containing a massive variety of structured and unstructured data 50 million policies 118 million customers 190 million documents Large insurance company needed a way to pull this all together in a single view

BoxOffice™ Provide total control over access and delivery of business-critical information to ensure every business unit is empowered with the data they need, when they need it State-of-the-art OCR and classification engines enable automated extraction, summarization and abstraction of key data points for real-time business intelligence Document conversion, categorization and routing, coupled with an intelligent search function, removes the hassle of dealing with disparate document types including paper, PDF, scanned image, web form and electronic transmissions Operating in the cloud provides greater security and drastically reduces paper handling which helps the environment by reducing paper and transport volumes Document tracking allows you to see the status of all your documents as they move from one department to another, ensuring you never lose track of a document’s lifecycle again Securely store your documents electronically with role based access for seamless retrieval and presentment in most formats

Benefits of BoxOffice™ Reduce the cost and time required to process, store and retrieve your documents by intelligently routing them to the appropriate departments or 3rd parties Flexible – designed for both small and large businesses, across many industries Comprehensive – accepts all types of documents such as paper, electronic, PDF and e-mail Automated – documents collected, processed and managed in the Cloud Intelligent – role based access and enhanced search function for immediate reference Compliance – alerts ensure adherence to internal policies and external regulations Control – ensure relevant information is available when it is needed Quality – E-signature approval and manual review processes available Environmentally friendly – reduces your carbon footprint

BoxOffice™ Enterprise Management Services Aggregate, enhance, summarize and route your documents for real-time business intelligence and secure document archival Data Aggregation Ingest and integrate documents from disparate sources Seamless integration of enterprise, open source and 3rd party data Dashboards & Alerts Real-time monitoring through configurable dashboards and reports with dynamic drilldown capabilities Configure triggers and monitor thresholds to send automated notifications before breach of contract Data Repository Content based segmentation for intelligent and secure archival, search and retrieval Hosted on regulatory compliant systems Data Enhancement Apply OCR, ICR, and OMR technology for automated data capture Improve data quality with cross checking, validity and relevance tools Classification Automatically package and route documents by type and content Manage change requests, track amendments and provide version control Content Summarization Automatically translate and create abstracts Extract key terms and attributes

BoxOffice™ Interdepartmental Connectivity (cont’d)

Business Process Management Suite

Who We Are Global Transaction Processing Services (TPS) and Enterprise Information Management Company (EIM) 3000+ customers with over 50% of the Fortune 100® Healthcare Banking Commercial Insurance Public Sector The Top 5 Healthcare Payers Over 8000 Healthcare Providers 9 of the Top Global U.S. Banks Over 120 Global Banks Over 50% of Fortune 100® Over 500 Commercial Companies 7 of the Top 10 US Insurance Companies Over 50 Insurance Companies Over 30 Counties and States Over 80 Government Entities Security & Compliance Adheres to all major financial, healthcare, government and consumer security and privacy standards 120 global operating centers spanning 55 countries

Strategic Account Manager Pamela Davis Strategic Account Manager SourceHOV 100 Allstate Parkway Ste 702 pamela.davis@banctec.ca 905-940-4322 @SourceHOV