1. Mary Mansour Lead Sales Engineer Leveraging MFPs at the Point of Origination™

2. Systems & Processes Production scanners Centralized Back office Remote Branch offices Point of Origination: Extending Systems & Processes 2 Customer locations Field workers MFPs FAX Electronic Smart phones & tablets Desktop scanners & web portals Smart phones & tablets Point of Origination

3. Systems & Processes Production scanners Centralized Back office Remote Branch offices Point of Origination: Extending Systems & Processes 3 Customer locations Field workers MFPs FAX Electronic Smart phones & tablets Desktop scanners & web portals Smart phones & tablets Point of Origination

4. Kofax Front Office Server Topology 4 Mobile Devices (Via KMC) KFS Web Client KFS MFP Connector

5. Kofax Front Office Server Enables familiar, front office equipment (MFPs, scanners) to initiate back office business processes  For large and medium enterprises  Extends capture capabilities to knowledge workers  Enables thin client scanning Benefits  Transactions are accelerated at reduced costs  Transaction critical data is captured earlier and more accurately  Single vendor solution for all capture requirements  Apply standard business rules to all captured documents and data 5 Point of Origination

6. Making MFP Capture Work - Challenges & Requirements 6 Secure Chain of Custody 1. 2. A Single Point of Administration 3. Productive Device Interfaces 4. Alleviate Unproductive Data Entry at the MFP 5. End-to-end Real-time Diagnostics 6. Technical Expertise & Support 7. Support for Convenient, Adhoc Tasks

7. Secure Chain of Custody  Environments tend to be highly distributed  Regulatory compliance requires demonstrable controls  Overlapping 3 rd party applications lack sufficient integration  Some MFP’s do not support necessary protocols  Tight integration from MFP to the capture subsystem  Seamless authentication  MFPs that support the latest transfer protocols  MFPs with robust device programming interfaces 7 1. Business ChallengesCapability Requirements

8. Single Point of Administration 8 2.  Third party MFP scanning applications require separate/duplicate workflow rules and structure  Manual setup may be unsustainable  Multiple systems create multiple, disconnected points of failure  Some systems lack the necessary depth of information  Administer from a single interface, deploy to any device  Automatically publish workflows to any device and location  Provide a single point for activity tracking logs Business ChallengesCapability Requirements

9. Single Admin Console & Unified Capture Rules 9

10. Productive Device Interfaces 10 3.  Users don’t want to be trained  Users want to complete work tasks quickly and simply  One workflow from many platforms  Single sign-on  Dynamic custom interfaces  Real-time notifications  Minimal data entry  Unified rules, workflows and process steps Business ChallengesCapability Requirements

11. Unified Workflows Across Devices & Interfaces 11

12. Touchless Processing Capabilities 12 4.4. 4.4.  Users cannot manage the subtlety of capture rules  Keying data on distributed devices has quickly diminishing returns  High rates of data errors upstream, can readily undermine decisions downstream  An integrated capture subsystem  Fluid and responsive information access  No keying for the MFP end-user Business ChallengesCapability Requirements

13. System Notifications 13

14. System Uptime & End-to-End Real-Time Diagnostics 14 5.5. 5.5.  Devices are highly distributed, can’t visit them all  Network connections can sometimes fail  We can’t diagnose where device related failures originate  Automated software deployment & updates  Real-time monitoring  Offline operation Business ChallengesCapability Requirements

15. Offline Capture Capability  Continuous use in environments with high or intermittent network latency  Auto Synchronization  Improves productivity of distributed workers  Full functionality  Scanning & document editing  Address book look ups  Browsing: Folders & SharePoint  Queue jobs

16. Capture Expertise & Support 16 6.6. 6.6.  Oftentimes, MFP resellers  understand copy, print and scan  See scanning & capture as the same  Primary concern is the hardware  Purchasing tends to drive the hardware purchase  Strategic expertise beginning with the end in mind  Meaningful references, demonstrable success Business ChallengesCapability Requirements

17. Successful and Growing Headquarters:Irvine, CA Founded:1985 Employees:1,200+ in 37 countries Channel partners:800+ FY12 Results Total revenues: $262.5m Adjusted EBITDA: $48.5m Adjusted EBITDA margin: 18.5% Cash at June 30, 2011: $81.1m Successful Customers:20,000+ Software seats:150,000+ ERP, CRM, LOB integrations:Tens of thousands Focused on Innovation 13% of software revenue goes into R&D 17

18. Support for Convenient Adhoc Tasks 18 7.7. 7.7.  Departmental users want more control for simple tasks at the MFP  Functionality needs to be dynamic  To support Capture and Adhoc Scanning, requires separate applications  A single platform that supports both use cases  Dynamic access and interaction with repositories and network file shares Business ChallengeCapability Requirements

19. Support for Convenient Adhoc Tasks 19 KFS 4.0 Adhoc Capture to Process View Folders Create Folders Manual Data Entry Capture Shortcuts Embedded Rules Touchless Processing Unified Chain of Custody Single point of control 7.7. 7.7.

20. Dynamic Ad-hoc Scanning  New architecture for dynamic convenience scanning  Supports SharePoint 2010, 2007 & Office 365  Visually browse folder destinations  Simplifies scan processes that do not require capture rules  One product, two scanning options  Dynamic ad-hoc scanning  Integrated Touchless Processing  The only product in the market to support both 20

21. Making MFP Capture Work - Challenges & Requirements 21 Secure Chain of Custody 1. 2. A Single Point of Administration 3. Productive Device Interfaces 4. Alleviate Unproductive Data Entry at the MFP 5. End-to-end Real-time Diagnostics 6. Technical Expertise & Support 7. Support for Convenient Adhoc Tasks Complete Multi-channel Support 8.

22. Leader in Forrester’s Multichannel Capture Wave™ Highest position! Strongest market presence!

23. Systems & Processes Production scanners Centralized Back office Remote Branch offices Point of Origination: Extending Systems & Processes 23 Customer locations Field workers MFPs FAX Electronic Smart phones & tablets Desktop scanners & web portals Smart phones & tablets Point of Origination

24. Summary 24

25. Scoring Kofax Front Office Server Secure Chain of Custody 1. 4. Alleviate Unproductive Data Entry at the MFP 3. Productive Device Interfaces 2. A Single Point of Administration 5. End-to-end Real-time Diagnostics 6. Technical Expertise & Support 7. Support for Convenient Adhoc Tasks Complete Multi-channel Support 8.

26. Case Study – MFP Capture in the Front Office  Challenges before Kofax  Manual account opening and claims processing processes initiated by mail and fax from 325 sales brokerage branches  No visibility into transaction status until the company received and processed the documents  Lost or misplaced documents caused transaction delays, frustrated brokers, and customers  Results with Kofax Front Office Server  Broker sends customer documents from MFP in broker office  Broker receives immediate feedback and confirmation, and has visibility of status  Faster account opening and improved customer service European Financial Services Company – Insurance Document Processing

27. Customer Profile – Mobile Capture  Third largest GSM telecom operator in Europe  Mobile capture pilot initially, then rollout to Sales staff in 1000+ outlets  Field will use iPad app to capture customer applications and supporting documentation  Data extracted and sent to internal approval processes  Goal is to activate customer phones while the customer is still in the branch  Plans for existing customers to use company’s native self- service mobile app to also capture documents European Telecom Operator – In-Branch Customer On-Boarding

28. Questions? 28