Content 2.0: Easy Records Management using Ephesoft, Alfresco and Zia: Join Zia in a demonstration on how to scan, classify and release images, email, and contracts into Alfresco's Records Management Module. The webinar would show users how to do 3 things depending on time. 1. Scan, classify and store records in Alfresco and file them in RM - using Ephesoft and Alfresco 2. Inbox monitoring, classifying, and storing email as records in Alfresco and file them in RM using Ephesoft and Alfresco 3. Create, review via workflow, and store agenda's (Zia product that has extended datalists and workflow in Share) in RM

1. From Paper to Electronic Records: Using Alfresco and Ephesoft to easily file Records Mike Mahon, President,mike@ziaconsulting.com Office: 303.443.4004 x203 Cell: 720.289.7424

3. Zia Consulting Overview

4. Ephesoft Overview & Positioning

5. Inbound Rules Route Docs in Alfresco

6. Filing Electronic Docs as Records

8. Boost productivity by creating collaborative work environments

9. Maintain access and control of information through the enterprise

10. Allow employees to find the information they need, when they need it

11. Increase end-user adoption

12. Agile training by using Zia methodology and Rally tools

14. Alfresco Professional Services & OEM Partner

15. Ephesoft Partner

16. IBM PartnerOur Partners

17. Service Offerings Enterprise Content Management (ECM) An ECM is a cultivation of knowledge -- one of the most valuable assets to any organization. A proper ECM system ensures content has integrity through proper version control, allows producers to easily create content and publish it to a variety of mediums, and it automates processes,streamlining the review, approval and distribution of content across an organization. Zia's ECM offerings provide all of these benefits, and more, in a manner tailored to the client's business needs. Enterprise 2.0 Solutions The focus of technology should always be on people. Zia enables our customers to gain tremendous competitive advantage by allowing their team to collaborate more effectively, respond more quickly to changes, and make better decisions. Adopters of Enterprise 2.0 solutions will find they have a more productive, engaged and informed team. Enterprise Mobile Applications Mobile workforce enablement is an increasing trend for Zia’s enterprise customers. Zia’s Fresh Docs ECM application is available for iPhone, iPadand Android platforms. The newly released Fresh Xpense application is a simple expense and receipt capture tool for the iPhone that integrates with Xpenser.com. Zia’s Agile Solution Methodology At its heart, our Agile-based methodology is centered on a close collaborative approach to maximizing value for our customers. Constant client communication is necessary to ensure that each development iteration addresses features with the highest business value, even if those features were unknown at the launch of the project.

19. No Per Use Fees

20. CPU-based pricing

21. Indirect Cost Savings

22. Productivity – more with less

23. Simplicity – no sorting required

24. Admin Overview

25. Create Doc Types and Field Extraction

26. Configure Email and CMIS Integration

27. Provide Scan Operator Overview

29. Route and file documents by type

30. Simple, easy to understand, painless

31. Leverage power of datalists and workflow

32. Simple, usable collaborative interface

34. No Separator Sheets, no Barcode

35. Classify correspondence or letters

36. Advanced Extraction

37. Fixed Form or Free Form extraction

38. Fuzzy Database-document matching

39. Runs on Cloud and Data Centers:

40. Web-based user interface

41. Supports Cloud infrastructure 6

42. 7 Intelligent Document Capture 2011

43. 8 Ephesoft in action Step 1. Identify and collect samples Step2. The system learns the categories Fax Paper E-mail Step 3. Classify incoming documents Step 4. Extract required metadata Policy # Claim ID SSN Date of Birth Date Account # SSN FEIN SSN DATE Loan Application Tax Returns Claims Credit Card Application Letters or Correspondence

44. Administrator Overview

45. Administration:EphesoftBatch Class Management

46. Administration:Adding a new document type Add Name of Doc Type

47. Administration:Adding a new field type Add Type information

48. Administration:Specify the location and pattern of the new field Value locate via search Regular Expression

49. Administration:Adding sample images for new document types Copy Sample Docs Into These Folders

50. Administration:Click ‘Learn Files’ button to train Ephesoft Learn Files Creates Search Index

51. Administration:CMIS configuration

52. Scanning Operator Overview

53. Operator View:Browser-based Scanning

54. Operator View:Scanning complete

55. Operator View:Review classification & validation batches 9 Classification Results 10 Validation Results

56. Operator View:Review accuracy of classification 2 Known and 3 Unknown Doc Types

57. Operator View:Document review is complete Review is Complete Validation is Next

58. Operator View: The Validation step is next

59. Operator View:Inspect validated fields Date is Missing

60. Operator View:Validation is complete Upload to Alfresco is next

61. Scan Artifact Result Overview

62. Explanation:For each document, a TIF, PDF, & XML file are created

63. Explanation:A PDF with a searchable text layer is uploaded to Alfresco with the custom document type applied

64. Alfresco Import Overview

65. Alfresco User View:Custom Inbound Rules Route Documents to the Alfresco Records Management Share Site

66. Alfresco User View:Custom Inbound Rules Complete RM metadata and declare the record.

67. Alfresco User View:Record Management System – Auto Declared Docs

68. Alfresco User View:Metadata from Ephesoft stored in RM System

70. Filing Records should be as easy as possible

71. Zia is PARTNERing with Alfresco & Ephesoft

73. Platinum Alfresco & Ephesoft partner

74. Alfresco brings cost-effective ECM/RM platform

75. Ephesoft revolutionizes scanningImage take from Camandago.com

76. Questions & Answers: Sales 303.443.4004 x203 sales@ziaconsulting.com http://www.ziaconsulting.com/