You've heard about TotalAgility 7.0, the world's first unified platform for the development and deployment of smart process applications. But did you know it is available both on-premise and in the Cloud? In this presentation you will understand when it makes sense to deploy TotalAgility as a service, and the benefits this type of deployment delivers. You will also learn about the Cloud-specific features and licensing available in the newly announced TotalAgility 7.1 release.

1. Ryan Bazler
Director, Product Marketing
Kofax
Introducing Kofax TotalAgility® Cloud

2. Agenda
 Kofax TotalAgility® Overview
 Why the Cloud?
 Introducing Kofax TotalAgility® Cloud
 What’s New in TotalAgility 7.1
 TotalAgility Cloud Architecture Overview
 Azure Cloud Overview
 Q&A
2

3. Kofax TotalAgility®
3
TotalAgility
provides an essential
connection to
“Systems of Engagement”
generate real time,
information intensive
communications
“Systems of Record”
are enterprise applications
designed for internal use
ERP / CRM / LOB
IT & Telecom
Infrastructure
ECM &
Records
Management
Databases
& Other
Archives
Transform &
Simplify the
Business Critical
“First Mile”
of Customer
Interactions
Resulting in an
Optimized Customer
Experience &
Greatly Reduce
Operating Costs
Paper
Faxes
Digital Scanners
MFPs/MFDs
Portals
Mobile
Devices
MS Office/PDF
TIFF / JPEG files
Emails
XML /EDI
Data Streams

4. Kofax TotalAgility Value
4
Improve
Information Visibility
Digitize paper
for better
access
& compliance
Achieve
Operational
Excellence
Streamline
processes to
greatly reduce
costs
Increase
Customer Intimacy
Establish new
levels of
engagement &
collaboration
Deliver Total
Enterprise Agility
Radically
transform &
simplify
the First Mile of
customer
interactions
Value
Proposition
Reduce
Operating
Costs
Optimize
Customer
Experience
Market Evolution

5. TotalAgility Key Applications – Smart Process Apps
5
Customer onboarding or account openings
Investment account transfers
Mortgage & loan applications
Trailing documentsFinancial
Services
Customer onboarding or or account openings
New policy quotes
Claim submissions
Trailing documentsInsurance
New patient onboarding
Claim submissions
Explanation of benefits
Trailing documentsHealthcare

6. TotalAgility Key Applications – Smart Process Apps
6
Citizen benefit enrollments
Claim submissions
License & permit applications & renewals
Trailing documentsGovernment
Supply Chain
Accounts payable automation
Manufacturing
Transportation & logistics
Wholesale
Retail
Other Industries
Business process
outsourcing
Industrial & energy
Utilities
Telecom

7. Why the Cloud?

8. Audience Poll
 How are you using the cloud today?
 Offering services to customers with own infrastructure
 Offering services to customers using third-party infrastructure (Amazon, Azure,
Rackspace)
 Considering offering services in the next 12-24 months
 Not considering offering services at this time
 Why are you using the cloud?
 Why are you not using the cloud?
8

9. Some Definitions of Terminology
 Cloud computing
 Distributed computing over the internet
 Ability to run program/application on many connected computers at same time
9
Source: Wikipedia
Microsoft Azure Cloud
Kofax TotalAgility Cloud
Kofax AP Automation Cloud
Mobile Apps, TotalAgility Thin
Client Workspace, etc.

10. Introducing Kofax TotalAgility® Cloud

11. TotalAgility Cloud
11
TotalAgility Cloud
provides an essential
connection to
“Systems of Engagement”
generate real time,
information intensive
communications
“Systems of Record”
are enterprise applications
designed for internal use
ERP / CRM / LOB
IT & Telecom
Infrastructure
ECM &
Records
Management
Databases
& Other
Archives
Paper
Faxes
Digital Scanners
MFPs/MFDs
Portals
Mobile
Devices
MS Office/PDF
TIFF / JPEG files
Emails
XML /EDI
Data Streams
Transform &
Simplify the
Business Critical
“First Mile”
of Customer
Interactions
Resulting in an
Optimized Customer
Experience &
Greatly Reduce
Operating Costs

12. Microsoft Azure Cloud
TotalAgility Cloud Marketecture
System
Management MS SQL DatabaseDesign Studio Administration
Smart Process
Applications
Process
Management Predictable & Dynamic Workflows
Services
Data
IntegrationTransformationMobility BI & AnalyticsCollaborationCapture
Image Capture &
Enhancement
Forms Input,
Trailing Documents
Collaboration
Alerts,
Exception
Resolution
Scanners & MFPs,
Mobile Devices
Web Portals,
Faxes/Emails
Electronic Files,
XML / EDI , Data
streams
Image Enhancement,
Classification,
Separation, Content
Extraction,
Extraction Learning
Data Validation,
Structured &
Unstructured
Process
Monitoring
Process
Optimization
Email Integration
IM/SMS
Integration
Near Real Time
Analytics
Analytics of
TotalAgility Data
Sources
Connectors to 3rd
Party Apps
(ECM, ERP, LOB,
etc.), Kapow
Katalyst activities,
Web Services
Interface
Platform as a Service
Infrastructure as a Service
Applications as a Service

13. Common Use Cases
 Prove out a solution quickly, at low initial cost, compared to
standing up an on-premise test/dev system or using a BPO
 Then deploy to cloud or on-premise
 Prove out and deploy a solution without consuming IT resources
or CAPEX budget
 Kofax partners
 Use as a training and demo tool
 Resell the Kofax service (authorized partners only)
 Offer your own service
13

14. Features and Benefits
 Unified platform in the cloud
 Rapid prototyping and deployment
 Avoid capital expenditures
 Low startup costs
 Improved IT utilization
 Avoid software upgrades
 Unified legacy system integration
 Certified security, reliability and business continuity
 Flexible deployment options
 Subscription-based pricing
14

15. TotalAgility Deployment Options
15
Platform
Cloud-based
Infrastructure
Deployment
Options
License Type
Support
Managed
infrastructure
TotalAgility 7.1 TotalAgility Cloud
Customer supplied
No Yes
Dedicated
Perpetual One year subscription
Separate support contract Included
No Yes
Dedicated
Infrastructure
Multi-tenant
Dedicated Shared
Dedicated
Tenancy
Multi-tenant
Cloud
Use Case End customer
software
BPO, service
bureaus/centers
End customer
service
End customer
service
On-Premise
Offering

16. What’s New in Kofax TotalAgility® 7.1

17. What’s New in TotalAgility 7.1
 Single import/export integration server
 Reduce integration TCO for importing and exporting
 Kofax Analytics for TotalAgility now available on-premise and in the
Cloud
 Make informed, effective decisions sooner, and gain insight to optimize processes
 Offer TotalAgility as a service to multiple customers or departments
 Avoid the need to install, configure, manage and maintain TotalAgility systems for each
customer or business unit
 New Kapow Katalyst data integration activity type
 Make processes more efficient and intelligent by leveraging outside data sources
 High speed remote scanning
 Link TotalAgility servers across geographically disparate sites to increase remote scanning
throughput
17

18. TotalAgility Integration Server
18
TotalAgility Cloud
provides an essential
connection to
“Systems of Engagement”
generate real time,
information intensive
communications
“Systems of Record”
are enterprise applications
designed for internal use
ERP / CRM / LOB
IT & Telecom
Infrastructure
ECM &
Records
Management
Databases
& Other
Archives
Paper
Faxes
Digital Scanners
MFPs/MFDs
Portals
Mobile
Devices
MS Office/PDF
TIFF / JPEG files
Emails
XML /EDI
Data Streams
On-Premise Integration Server

19. Kofax Analytics for TotalAgility® – On-Premise and Cloud
19

20. TotalAgility On-Premise Multi-Tenancy
20
BPO, Service Bureau,
Shared Service Center
Customer or Dept 1
Customer or Dept 2
Customer or Dept 3
Customer or Dept 4
Customer or Dept 5
Customer or Dept 6
Virtual Machine in the
Cloud
Hardware or Virtual
Machine On-Premise

21. Kapow Katalyst™ integration
21
Single End-to-End Customer Facing Business Process
Customer
 Configure data integration activities as steps in the process
 Read, aggregate, validate against outside data sources
 Automate manual, data-rich sub-processes as part of a larger end-to-end process
 Leverage customer and competitive info available on the web
 Aggregate data from many other internal systems and use in the main process
 Validate captured data against aggregated data results
Kapow Activity Kapow Activity

22. Other New Features
 High-Speed Remote Scanning
 TotalAgility servers linked across geographically disparate sites for high-speed remote scanning
 Assign workload in any server arrangement
 New capture activity: “send to another TotalAgility system”
 Leverages Kofax Reporting’s built-in capabilities to collect data across different sites
 Central license server for licensing, with backup license server capability
 Thin Client Validation Enhancements
 Customizable interface, two-monitor support, multi-image thumbnail panel, batch editing shortcut
keys for move, split, merge
 Mobile Enhancements
 New controls and events in the forms designer for enhanced mobile user experience
 Usability Enhancements
 Enhanced process design with emphasis on “consume” experience being more context sensitive
22

23. Kofax TotalAgility® Cloud Architecture
Overview

24. TotalAgility Cloud Architecture
24
Azure Storage
TotalAgility “Live” Azure Cloud Service
- hosts multiple tenants for “Live”
deployment
Azure Web Role
(1 role, multiple load balanced
instances, at least 2 for SLA)
Azure Worker Roles
(4 roles, multiple instances, at least 2
per role for SLA)
TotalAgility “Dev” Azure Cloud Service
- hosts multiple tenants for “Dev”
deployment
Azure Web Role
(1 role, multiple load balanced
instances, at least 2 for SLA)
Azure Worker Roles
(4 roles, multiple instances, at least 2
per role for SLA)
Process/Form Designer,
Forms Workspace,
Transformation Designer
KSMS Server
- public VM hosted by
customers in Azure or
other web hosting
provider
SQL Azure Tenant
Databases
(one database per
Tenant, with
separate Live, Dev
and Reporting
schemas)
SQL Azure Master
Tenants Database
(stores Tenant
configuration data,
connection strings)
Table Storage
(stores diagnostic and
Reporting data)
Blob Storage
(stores Document data)
Queue Storage
(stores Reporting data)
HTTPs
HTTPs

25. TotalAgility Cloud Architecture
TotalAgility Cloud Service – hosts multiple tenants
Web Role
(multiple load balanced instances, at
least 2 for SLA)
Multi Tenant IIS Website
Core Worker Role
(multiple instances, at least 2 for SLA)
- performs automatic activities,
monitoring, job archiving/scheduling
for each tenant
Reporting Worker Role
(multiple instances, at least 2 for
SLA)
- transforms reporting data from
Reporting Staging DB schema to
Main DB schema for each tenant
Cache Role
(multiple instances, at least 2
for SLA)
- caches tenant data for server
settings, business calendar
Transformation Server
Worker Role
(multiple instances, at least 2 for SLA)
- performs document separation,
classification, extraction, image
processing for each tenant
Tenant databases and
Master Tenant database
Azure Storage
(Table, Queue, Blob)
Tenant Management IIS
Website

26. TotalAgility Cloud Architecture
2 Azure Cloud Services – “Live” and “Dev”
 Each cloud service has 5 Azure roles (1 Web role, 4 Worker roles)
 Each role has 2 VM instances for Azure SLA of 99.95% up-time; if a VM
goes down, another is automatically spun up
 Total VM instances = (5 * 2) * 2 = 20
 Customers given two URLs, one for Live and one for Dev
 Import/export data between the deployments using TotalAgility Designer
SQL Azure
 1 tenant database per tenant (max size 150GB); stores processes, jobs,
activities, forms, documents, folders, reporting data.
 Contains 4 DB schemas: Main Live, Main Dev, Reporting Staging Live,
Reporting Staging Dev
 1 master tenant database: stores tenant config data and connection strings
 Data automatically replicated 3 times

27. TotalAgility Cloud Architecture
Azure Storage
 Table storage – stores diagnostic data for each tenant and in-transit
reporting data
 Queue storage – stores reporting data to be processed
 Blob storage – stores runtime document binary data; each tenant uses
separate container
 Data automatically replicated 3 times
 Currently using 1 storage account for all tenants; maximum storage
account size 200TB; future requirement to allow multiple storage accounts
to be configured
Transformation Designer
 Installed locally on client machine and configured to point to TotalAgility
Azure Tenant URL
Kofax Search and Matching Server (KSMS)
 Connect to on-premise KSMS server, or host KSMS server and make it
publicly available to the internet

28. Azure Cloud Overview

29. Modern platform for the world’s apps
Cloud OS
Our Vision: To deliver a consistent cloud application hosting experience on all Microsoft-powered
clouds providing customers with a common user experience, cloud-optimized services,
consistent APIs, and unified development tools.

30. COMPUTE STORAGE NETWORKING
BUSINESS
INTELLIGENCE
DATA API
managedautomatedusage based
economicselastic
always up.
always on.
hybridopen
flexible
New
Existing
+
hybrid
Other Service
Providers
Your Data Center
Windows
Azure

32. • Web Apps
• Virtualized Workloads
• Cloud Services
Windows Azure Web Sites
EXECUTIONENVIRONMENT
CLOUD ENABLED SERVICES
HOSTINGOPTIONS
WEB
Windows Virtual Machines
on Windows and Azure
VIRTUAL
Windows Azure Worker Role
Windows Server w/ .NET 4.5

33. 40 million
registered IDs
476 million
unique users
120 billion call
minutes (Q1)
50 million Office
Web App Users
on track to be one of
Microsoft’s fastest
growing offers ever
60 million people
storing documents
4.3 billion searches
(Oct 2012)
10,000s+ customers
100s+ every day
36,000 customers
(60%+ online)
Microsoft Cloud Experience: By the numbers
Windows Store open
in 120 countries

34. TotalAgility Cloud Recap
34

35. Q&A

36. For further information, please contact:
 Ryan Bazler
 Director, Product Marketing, Kofax
 Phone: +1-949-783-1352
 Email: Ryan.Bazler@Kofax.com