1. Streamlining Business Processes with Alfresco Workdesk Nov 5, 2013 Mike Mahon, President & CEO, Zia Consulting Stefan Waldhauser, Alfresco Dr. Rainer Pausch, Alfresco

2. Agenda Workdesk overview Zia Consulting Case Study Workdesk Contract Management Closing

3. The Content Management Landscape Transactional Content & Workflow Content Collaboration & Intranets Enterprise Content Platform Web Content (WCM) Integrated with ERP, CRM Records retention Imaging/archiving Process-centric Case Management Web experiences Channel optimization Digital asset management Archiving Custom content apps Content services Document management Search, organize Sharing Mobile access Records retention

4. The Content Management Landscape Alfresco Workdesk Alfresco Share Alfresco platform Web Content (WCM) Integrated with ERP, CRM Records retention Imaging/archiving Process-centric Case Management Web experiences Channel optimization Digital asset management Archiving Custom content apps Content services Document management Search, organize Sharing Mobile access Records retention

5. #SummitNow Workdesk delivers Process efficiency Cost savings Customer satisfaction Compliance Contract Management Claims processing Deal management Mailroom automation Employee onboarding Customer onboarding Loan origination Contract Management Claims processing Deal management Mailroom automation Employee onboarding Customer onboarding Loan origination

6. The Workdesk difference Business Role Management Dynamic Folders & Views Configuration over Coding

7. Business Roles & Dynamic Views HR Legal Proc. Personalization Business Roles Alfresco Content Repository Workdesk enables you to see the right content, at the right time, based on your business role. Standard Alfresco Share web & mobile views

8. Zia Consulting Case Study Legal Department of One of the World’s Largest & Most Successful Companies

9. The Solution Three Month Initial Implementation Zia’s Roadmap - Focused Assessment Zia’s Agile Delivery Alfresco Workdesk Alfresco Enterprise 3 Departments Assessed 1 Department Went Live

10. Problem: Not Easy to Find Email (Millions of Emails)File Share (Millions of Files)

11. Problem: Not Secure

12. Why Do We Use Them?

13. Build vs. Buy Decision Two Failed Build From Scratch Projects Nothing on Market Addresses All Departments

14. Requirements & Constraints Easy & Feature RichNo Training Required

15. Mergers & Acquisitions Login Only 2 Groups

16. Mergers & Acquisitions Drag & Drop NDA from Desktop

17. Mergers & Acquisitions Create Project From NDA

18. Mergers & Acquisitions Taxonomy Created From NDA

19. The Results - Easy No Training Required Only 3 min videos Tools That Work The Way I Do Office Tools (Word & Adobe) Email Adopted Worldwide 70:700 Millions of Files Moved from Share Drives

20. The Results - Smart Business Role Based Highly Customized By Department and Role Rules & Behaviors Process Without Workflow Heavy Lifting Behind The Scenes Upgrades Much Easier UI is Configured, Not Customized Several Major Upgrades Applied

21. The Business Results Time Saved Projects kicked started and tracked in a timely way Institutionalization & Internalization Simple, Effective and Smart Smart, Effective and Simple Project Security needs met without sacrificing ease Solution integrated with Email & External Collaboration Tools

22. Alfresco Workdesk Contract Management “Do you have adequate control of your agreements?”

23. How Contract Management can help Take workload off from the Procurement and Legal people Enhance productivity and reduce mistakes Save money

24. Demo!

25. Key benefits for the business Improve efficiency Get back control Save money Short time to value

26. More Workdesk presentations Workdesk: Technical Insights Tue, 2:00pm Room Palau H3 Building a quick solution with Workdesk Tue, 3:00pm Room Palau H3 Mobile Workdesk Jumpstart Tue, 4:10pm Room Palau H3 Contract Management Lightning talk Tue, 4:10pm Room Palau J

27. Contact Workdesk Leadership stefan.waldhauser@alfresco.com Twitter: @StWaldhauser Workdesk Product Marketing rainer.pausch@alfresco.com Twitter: @jazzonbike

28. Open Government Open Standards March 6, 2013