1. 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: 1-888-426-6840 Global Access Numbers: https://www.teleconference.att.com/servlet/glbAccess?process=1&accessCode=2433203&accessNumber=2158616239#C2 Participant Passcode: 2433203

2. A Brief History of Adjacent Technologies 2002 2010 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 20062014 Adjacent is an early-adopter ECM systems integrator

3. CloudCloud A Brief History of Adjacent Technologies 2002 2010 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 20062014 Mobile Mobile Claims Claims Legal Legal Adjacent is an early-adopter ECM systems integrator __________ ACMS is the Adjacent Case Management Suite

4. Adjacent Technologies Customer Retention 2002 201020062014 Since 2002, we have served numerous major customers

5. Adjacent Technologies Customer Retention 2002 201020062014 Since 2002, we have served numerous major customers __________ 4 out of 5 have current contracts with us

6. Adjacent Technologies Customer Retention 2002 201020062014 Since 2002, we have served numerous major customers __________ 4 out of 5 have current contracts with us __________ > 80 % customer retention over 11 years

9. Texas Office of the Attorney General Crime Victims Compensation

11. Cloud Hosting

12. 12 Claim-to-Payment Solution Screenshots

13. 13 Solution Screenshots

14. 14 Solution Screenshots

15. Recent IBM Case Manager Wins 2002 201020062014 Texas Office of the Attorney General Legal Case Management Solution

16. Legal Case Management Solution Screenshots

21. Recent IBM Case Manager Wins 2002 201020062014 Austin Energy

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

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

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29. 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

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

31. #ibmecm IBM CASE MANAGER @ IOD 2013 October 15, 2013 2 weeks to go

32. 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

33. 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

34. 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: http://ibm.co/1amZsWZ http://ibm.co/1amZsWZ

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

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

37. Programs schedule – ECM Central

38. 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 (magreen@ca.ibm.com) to schedule:magreen@ca.ibm.com o 1-1 Demos o Solution 1-1s o Partner 1-1s Issues, ideas, help at IOD: o Text: Michael Green @ 613 264 2150

39. Q&A 39

40. Thank You See you at IOD 40