Document Solutions Document Solutions William Zastrow President, CEO FileMark Corporation July 30, 2008 Document Solutions Document Solutions Leveraging Rapid Archival & Retrieval to Improve Customer Service

Document Solutions Document Solutions Why Manage Documents? Paperless business process efficiency Cost avoidance, cost displacement More responsive customer service Automated document archiving, distribution and lifecycle management Improved document search, security and control Business risk mitigation and regulatory compliance

Document Solutions Document Solutions The Inefficiencies of Paper The typical office worker spends 6 weeks a year looking for documents It takes 7 minutes to find a paper file, but only 2-4 seconds to find a file electronically Each file retrieval costs $1.40 vs. $.01 for a 3 second electronic retrieval $12/hr) Cost to find a misfiled document: $120 Cost to recreate a lost document: $250 Elimination of inefficient paper processes allows more work to be done faster, with fewer people, and less cost Source: AIIM and ARMA

Document Solutions Document Solutions Scan with Zone OCR (Optical Character Recognition) for structured forms Scan with Point and Shoot OCR for unstructured forms Scan with Intelligent OCR with attribute matching and dictionary lookups Scan with high volume Forms Processing for Data Collection Scan and Auto-Index with database lookups, screen scraping and autofill Scan with Full page OCR for editing in WP and full text search Scan with Barcode Recognition or Optical Mark Reading Computer Output Capture (COLD) Bulk Archiving Save documents directly from MS Office and MS Outlook applications Universal filing out-basket with Batch Import Document Capture Technologies

Document Solutions Document Solutions Paper Document Capture Batch Scan Indexing - Manual - Assisted - OCR - Barcode - OMR Index Auto-Fill Business Applications Archiving DatabaseServer

Document Solutions Document Solutions SimpleIndex Automatic Zone OCR Automatic Barcode Recognition Pont and Shoot OCR Intelligent Forms Processing - Free form indexing - Pattern matching - Dictionary lookups

Document Solutions Document Solutions Print  Host Automated Computer Output Archiving Reports, Invoices, Statements Print Streams Capture  DatabaseServer

Document Solutions Document Solutions Computer Output to Low-cost Disk / Enterprise Report Management Automated computer output capture and archiving Eliminates printing and manual distribution of internal reports Saves the cost of printing, paper, ink, microfilm, copies, multi-part forms and postage Instant access to exact replicas of printed reports, statements and invoices from anywhere for custom support Automatic distribution Data mining, reports from reports Indexed or full text search COLD/ERM

Document Solutions Document Solutions Archive Automated Bulk Archiving Send Receive Auto-Index DatabaseServer

Document Solutions Document Solutions Automatic archiving of messages from one or more local or remote MS Exchange servers or other IMAP-complaint servers Save inbound messages, outbound messages or both Save internal messages, external messages or both Save messages with or without attachments Archive only one copy of attachments sent to multiple recipients Option to ignore mail to and from particular users Automatic classification, spam filters Automatic indexing to database, full text search option Rules-based retention and disposition, audit trails Backup and restore Bulk Archiving

Document Solutions Document Solutions Save selected s directly from MS Outlook User-defined rules-based retention Automatic indexing to database Save documents directly from MS Office applications Word, Excel, PowerPoint Drag/drop documents directly from MS Desktop or file system Indexed or full text search Document routing for collaboration Create searchable CDs or DVDs of selected documents for audits, litigation discovery or customer service and eDocument Archiving l

Document Solutions Document Solutions Paperless ad hoc document routing – for approvals, transaction processing, collaboration or automatic report distribution Simple configuration – like instant messaging for documents with a buddy list Automates existing business processes, few rules - users still make most decisions, no BPR Includes ad hoc routing, secure work queues, running case notes, eForms, notification, deadlines, escalation, audit trails Out-of-box deployment can resolve over 80% of process inefficiencies – paperless and instantaneous Rapid implementation = quick ROI = success Knowledge worker empowerment, not rigid rules enforcement Simple Transaction Workflow

Document Solutions Document Solutions Invoice Processing Workflow STOPSTOP REVIEWREVIEW Accounting VERIFYVERIFY Receiving APPROVEAPPROVE Supervisor PAYPAY Accounts Payable No CAPTURE CAPTURE Mail Room STARTSTART Corporate Accounting System

Document Solutions Document Solutions Case Notes Accounting Shipping / Receiving Supervisor √ Accounts Payable Complete Pend Cancel NA Workflow View Administration Windows Help Case Notes

Document Solutions Document Solutions Security level based on LOG ON SMARTi Browser Client SMARTi Browser Client

Document Solutions Document Solutions

Desktop Application Integration

Document Solutions Document Solutions Host Application Integration

Document Solutions Document Solutions Software developer, professional services provider, direct sales and technical support Technology Focus – affordable document capture and archiving, transactional document processing, records management Founded in 1989, based in Millbury MA FileMark Corporation

Document Solutions Document Solutions Transforming Business Documents into Web-enabled, Integrated Information Assets Document Solutions Document Solutions