FileTrail Solution Review <Insert prospect logo>

Information Management Challenges The “paper problem” Significant volume – often the primary work product Active files move around and are used by many Lost/misplaced files are expensive and add risk Managing documents off-site surrenders control Audits consume significant time and resources Compliance issues Managing documents according to the retention schedule Defensible and consistent disposition Enforcing RM and privacy policies Information Management Challenges

A Problem that Needs Attention 55% A Problem that Needs Attention 52% Source: AIIM 2009, www.aiim.org

Company Overview Founded in 2000 Leadership in physical record management software and file tracking solutions Over 400 clients using our RM solutions: North America – 80% Europe – 20%, Middle East and APAC – current new markets Headquarters in San Jose, CA, East Coast location in Washington DC. Company Overview

Select FileTrail Clients

FileTrail Records Management Capabilities for: Records Management Record creation Retention management Label printing File tracking (barcode & RFID) File Room Management Request and task fulfillment Integrations with commercial records centers (IM, Recall, etc.) End Users Search Request History FileTrail Records Management

Item Tracking with RFID Superior to bar codes, long- distance batch reads with no user involvement Dramatic performance improvements and cost declines in recent years Process efficiency and policy enforcement benefits Item Tracking with RFID “FileTrail is the leader in ‘front-office’ deployments” - Gartner, April 2010

FileTrail for SharePoint Integrated view of physical items alongside related electronic content Search and request physical records Use built-in SharePoint tools on both physical and electronic records (workflow, retention, holds, security) Real-time document, file or box location information FileTrail for SharePoint “This is the best RM integration with SharePoint we’ve seen.” - Microsoft RM team, April 2010

FileTrail Advantages Solution reflects real business processes End-to-end capabilities, from label printing to archive management Features exposed to users in a way that supports their work – minimal menu transitions and keystrokes Unmatched “live” file management, not just file room mgmt Barcode tracking and RFID Pull/delivery lists, streamlined auditing, and tools to find missing files Technology superiority Built on an SOA (architecture), no proprietary or aging code Multiple deployment options: fully localized web-clients or integrations with leading document management, case management, and custom applications. FileTrail Advantages

<Insert appropriate slides from the Reference Material section found at the end of the presentation> Client Examples

Configurable Across Industries Case File Management Life Science Document Control Asset Tracking and Management Armory and Weapons Tracking Health Care Chart Tracking Exhibit / Evidence Management Loan Document Control Contract Document Management Human Resources File Control Configurable Across Industries

Next Steps Review case studies and published articles Perform initial assessment with internal team Product demonstration Industry specific Via web Next Steps

Reference items follow Reference Material

Qualification Questions Process Discovery Questions Record Creation How do you enforce consistency in the records creation process? Can duplicate records be created accidentally? Retention Assignment How do you create and communicate your Records Series and Retention Plan so that it is applied consistently across all physical records? When new Record Series are added or Retention Periods change, what is the process to roll them out? Request and Task Management How are requests submitted? Is it automated and consistent with an audit trail? Is there a reliance on phone calls and email? Employee Use How do end users self-service to understand what records exist that may be relevant to their work? Is there a risk they may see names of records that they are not authorized to know about? Are there automated ways for them to request the records they need? Item Tracking How do you find records that are misplaced? If a record is needed immediately, what process do you follow? Enforcement of Policies Other than assigning a record to its proper record series, what is in place to enforce the proper use of the record? Are there safeguards to prevent the inappropriate use or removal of records? Record Destruction How do you validate that you are consistently following the published disposition policies? Off-site Storage How do you know with certainty which records on-premises and which are off-site? What is the process for resolving discrepancies? How do you prove that records stored off-site are to be disposed of in accordance with the retention schedule? Qualification Questions

Over 400 records management customers with unique requirements… Success Stories

Over 400 Records Management customers with different requirements… Success Stories

Williamson County Court (TX) Case Study Business problem Case load growth was straining existing staff and file management processes Judges and law clerks were keeping files to ensure they could find them later Missing files took on average one day to locate – but often had to be re-created Solution approach Case data imported into FileTrail and all files tagged with RFID Integration with the CM system to load new case data Nightly import of the court calendar to provide staff with location-based pull lists Results Reliable retrieval of files – many hours are saved per day by automating file tracking Less hoarding of files – staff now confident that files will be delivered to them on time Simplified audits – RFID enables audits to be performed automatically File room automation – check-in, check-out, refilling and archiving done more efficiently

Humberside Police Department Case Study Business problem Prior software was not adequate for their staff of 12 spread over two locations Manual processes hampered their ability to deliver records quickly Significant risk in managing high-value items due to incomplete evidence tracking Solution approach Imported descriptions on over 500,000 pieces of evidence into FileTrail complete with audit trail to retain prior evidence history Integrated with upstream systems to automate processes as new items are entered Integrated with forms imaging solution to provide assess to electronic information Results Defensible chain of custody – every movement is recorded in an unalterable location audit trail that can be viewed or printed Much faster retrieval – evidence can be located in a fraction of the time allowing better service to time-critical prosecutions and enforcement Decreased evidence loss rate due to notifications and perimeter security

Competitive Landscape