ELISA – ECM in SaaS mode I.R.I.S. & Cetrel

Agenda I.Challenges of ECM today The information & volume challenge – our SaaS approach I.R.I.S. & Cetrel: a strategic partnership I.Challenges of ECM today The information & volume challenge – our SaaS approach I.R.I.S. & Cetrel: a strategic partnership II.ELISA, a Modular Service Offering E-Folder, E-Archive and E-Collaboration II.ELISA, a Modular Service Offering E-Folder, E-Archive and E-Collaboration III.Get a taste of ELISA

Volume…Cost…Productivity… Challenges of ECM today

“We spent in 2009 € 200’000 on paper, and € 400’000 on physical Storage” Testimonial from a major Luxembourg Fund Administrator The Volume Challenge

$20 $120 misfiled document$220  Companies spend $20 to file a document, $120 to find a misfiled document, and $220 to reproduce a lost document.  7.5%lost3%  7.5% of all documents get lost; 3% of the remainder get misfiled. 5 to 15% 50%looking for it  Professionals spend 5 to 15% of their time reading information, but up to 50% looking for it. copied in average 19 times  A document is copied in average 19 times. 4 trillion paper documents in use 22% per year  There are over 4 trillion paper documents in use in the U.S. alone, growing at a rate of 22% per year. Some Numbers…

The Information Challenge VOLUME A constantly increasing volume of information from various media and channels to be received, processed and archived.A constantly increasing volume of information from various media and channels to be received, processed and archived. COMPLIANCE Increasing regulatory pressure and risk management require making documents and workflows available upon request.Increasing regulatory pressure and risk management require making documents and workflows available upon request. COST Cost and productivity management forces companies to focus on core business and outsource important but not added-value tasks to service providers.Cost and productivity management forces companies to focus on core business and outsource important but not added-value tasks to service providers.

ELISA is dedicated ECM SaaS solution for companies willing to improve their Information Management while staying financially and operationally focused on their core business. Our Proposal

A strategic partnership…

Company Introduction I.R.I.S.

CETREL S.A. was founded in 1985 and is a Luxembourg Based company owned in equal shares by a Luxembourgish bank consortium and the Swiss SIX Group. CETREL acts as Business Process Outsourcing partner: Company Introduction CETREL  The national interbank direct debit clearing “DOM”  The secure messaging for regulatory reporting ”SOFiE”  The multi-bank payment tool “MultiLine”  The service application for Financial Reference Data  The certification authority “LuxTrust”

PSF Status: Regulated Outsourcing I.R.I.S. and CETREL are Professional of the Financial Sector (PSF)  Authorization for outsourcing  Controlled by the Luxembourg Financial Markets Authority (CSSF)  Enforces a secure and confidential processing of outsourced services

I.R.I.S. & CETREL partnership CETREL  Operator for the payment & card industry  Confidentiality of information  State of the art IT infrastructure  Sophisticated support and help desk services  Enforceable SLAs I.R.I.S.  Key player in the field of ECM and IDR in different industry sectors  Combination of Software Editor and Integrator competencies  Strong local and international presence for consulting and delivering technical support

ELISA A Modular Service Offering

ELISA E-Folder A modular offering ELISA is a three-level solution, providing both the organization and the employee a centralized, secured and collaborative approach of document management. ELISA E-Archive ELISA E-Collaboration

ELISA E-Folder A modular offering ELISA is a three-level solution, providing both the organization and the employee a centralized, secured and collaborative approach of document management.  Highly secured electronic repository for files  Individual storage space  Secure document exchangeAdvantage  Integration in existing business applications to create innovative ways of interaction

ELISA E-Archive A modular offering ELISA is a three-level solution, providing both the organization and the employee a centralized, secured and collaborative approach of document management.  Create and manage an electronic archive  Centralize documents from various sources such as paper, , office applications  Search and retrieve documents on-lineAdvantage  Customized archive structure according to business requirements

ELISA E-Collaboration A modular offering ELISA is a three-level solution, providing both the organization and the employee a centralized, secured and collaborative approach of document management.  Document Collaboration Platform, documents can be modified, routed and securely shared  Definition of workflows and tasks allocations  Seamless integration with office and business applicationsAdvantage  Customized Collaboration Platform according to business logic

A business-centered solution ELISA includes advanced search capabilities and enhanced functionalities such as the automatic reclassification of documents, annotations and workflow. ClassificationClassificationAutonomyAutonomy Centralization Increase productivity Reduce costs Increase productivity Reduce costs SecurityConfidentialitySecurityConfidentialityInnovativeInnovative Enhanced search Integrated with existing systems CollaborativeWorkflowCollaborativeWorkflow

ELISA Architecture

 24/7 monitoring of infrastructure  Application availability 24/24 7/7  99,1%  Maximum downtime period of 24 hours at a stretch  Dedicated helpdesk  Regular review meetings  Statistics and reporting Standard SLA

More than a technical solution ELISA is based on 3 pillars: a powerful & robust technology, operational excellence and a full range of professional services. Expert ECM consultant Customized Workflows Document scanning services Automatic indexation Management of physical archives Destruction of documents Professional Services Expert ECM consultant Customized Workflows Document scanning services Automatic indexation Management of physical archives Destruction of documents Professional Services 24/7 Monitoring of infrastructure Access to helpdesk Dedicated Account Management Service Level Agreement Statistics and reporting Operational Excellence 24/7 Monitoring of infrastructure Access to helpdesk Dedicated Account Management Service Level Agreement Statistics and reporting Operational Excellence Highly secured IT systems Management of access rights and user profiles Confidentiality and guaranteed retention of information Access via Internet, VPN or leased lines State of the Art Technology Highly secured IT systems Management of access rights and user profiles Confidentiality and guaranteed retention of information Access via Internet, VPN or leased lines State of the Art Technology

Customer Success Story (1/2) Customer Profile Major Scandinavian Bank Customer Information Department and its Insurance Company Customer Pain Time consuming creation and searching of customer files, resource commitment for non- core activities and shortage of space Solution: Scanning Workshop and ELISA E-Archiving

Scanning Workshop  Scanner and Scanning software (I.R.I.S. Powerscan)  Document classification and index extraction (IRISXtract for Documents)  A scanning team to operate workshop ELISA E-Archiving  Single repository  Access and views managed according to user profiles or user groups  Dedicated Searches  Leased Line Next steps  Roll out to other departments (Private Banking, Legal, etc.)  Customer to establish “Center of Excellence” internationally - Redistribution of Archiving Solution to other entities within the group Customer Success Story (2/2)

Conclusion ELISA, in SaaS-mode, allows dematerialization of documents, exchanges and processes faster than a traditional in-house approach. ELISA supports with a “pay-as-you-go philosophy” transparent and predictable costs. ELISA provides a one-stop-shop access to secure document lifecycle management.

Get a taste of ELISA…

Contact Jonathan Lesieur ECM Account Manager I.R.I.S. Financial Services S.A. I.R.I.S. (Luxembourg) S.A. 11, route des 3 cantons Bâtiment Alto L-8399 Windhof Luxembourg Tel: Fax: Esther Neff Key Account Manager CETREL S.A. a SIX Group Company L-2956 Luxembourg Tel: Fax: Thank you for your attention !