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Beyond MPS: What You Can Next
Offer Your MPS Customers
Thomas Schneck, President DocuWare AG

                                        March 22nd, 2011
Company profile

•   DocuWare: a pioneer in document management
         Founded in 1988 by the present directors
         Over 7500 installations and more than 100,000 satisfied customers
         In use in over 70 countries
         Subsidiaries in the USA, Great Britain, France and Spain

     Sales Trends of DocuWare Group with Partners in Millions of €   The DocuWare Group worldwide




                                                                                                    2
Comprehensive Offering


             Document      Enterprise       Electronic
             Management    Content          Archiving
                           Management
                           (ECM)



                                                         Workflow/
Knowledge
                                                         Process
Management
                                                         Management




             Web Content   Input-/Output-   Document
             Management    Management       Retrieval




                                                                      3
Problem: Information Silos

•   1 Process – 4 Searches




     Paper             E-Mail   PC File   ERP data




                                                     4
Solution:Document Management

•   1 Document Pool for All Document Types




     Paper             E-Mail            PC File   ERP data




                                                              5
Your Benefit: Complete Process at a Glance




                                         6
Your Advantage: Automatic Workflows

DMS saves time and lowers
costs

                                                           Status/
                                                           Tasks
                                   Winner 1/12/2008
                                   Winner 1/12/2008
                                                           Stamps
                                        Winner 1/12/2008
                                        APPROVED

                                   APPROVED
                                   APPROVED
    Status Overview of All
    Processes

    Easy to Use – Workflow
    Control Using Stamps

    Fast and Efficient Processes




                                                                     7
Designed to be Sold by the Channel

•   DocuWare: user-friendly, intuitive document management
        Easy to learn                       Excellent to present
        Simple to administer                Available in over 15 languages
        Project volumes: $15,000 –          Target group: SMB 20 to 500
        $30,000 software, hardware, &       employees
        professional services




                                                                             8
Document Optimization Strategies




          -OUTPUT-                 -INPUT-
            Print                 Workflow
    Optimization with MPS   Optimization with DMS
Client Engagement Model


                                  Streamline
                                  Workflows
                                  (DMS)

                 Optimize
                 Infrastructure
                 (Hardware)

   Manage
   Environment
   (MPS)
When do we discuss the MPS-DMS Lifecycle?

•   During initial assessment – Tactically
        To further enhance benefits
        Differentiator to other MPS offerings
        Involve more C-level people


•   As part of on-going optimization and enhancement
    process – Strategically
        To deepen account relationship by providing additional value
The 10 questions to ask to uncover a DMS opportunity!

•   As a follow up to MPS questions …
        Are your printed documents moved around the company?
        Are you printing the same document at different stages?
        Are your printed documents filed internally?
        Are your printed documents retrieved at a later point?
        Do you have to provide printed documents to customer at a later point?
        Are printed documents re-assembled at a later point?
        Are printed documents marked up at a later point?
        Are you using office space for filing space?
        Are you paying for inter-office couriers?
        Are you are paying for off-site storage?
"Measure once SELL twice"

•   DMS ROI can be based on same clear Metrics as MPS
•   Software – based decision tool
        Flexible for different business scenarios
•   Different ROI Strategies
        Cost savings
        Process improvement
        Resource re-allocation
Complimentary to MPS Analysis Tools




                 Analysis
               Information   DMS
FMAudit Link to DW
ROI Categories – Cost Savings




Starting Point        1,140
                       35%
                        0.5


                        45
                         3

                       $ 28

                      $ 156
ROI Categories – Process Improvement




                       $ 3,975,000


                              68


                            8.5 %


                              54

                         $ 12,960
ROI Categories – Resource Re-allocation




                                1
                              25%

                                4


                               6h

                            $8,300


                           $16,600
ROI Presentation
So many more Synergies ...


                       Consultative
                       Sales People




      CFOs




                            50-500
                          employees
Case study
•   Company: Legal - Rochester
•   MPS opportunity:
        Current MFP client looking to automate meter reads explore MPS opportunity to
        save costs in printing
        Installation of FM Audit Onsite
        −   Discovery of high volume laser printer by internal IT and sales rep resulted in end user
            interview of the rationale/work process supported by high monthly print volume
        −   Legal time sheet reports are printed monthly and distributed to paralegals/attorneys to be
            validated and marked up for client billing

        DMS opportunity:
        −   Handle current paper-based time sheet process electronically
        −   Capture time sheet reports right from print stream, route documents electronically, have
            lawyers mark them up electronically, store them electronically
        −   Resulted in document management sale of $ 24,400 with healthy margins
Why we all need Document Management




  Both managers and staff use 50 percent of their time
  searching for information.
  As a result, they can only use the other half of their
  day to actually make use of that information.
                                                           Source: Reuters Study




                                                                              22
Standard Software – Flexible and Scalable




   All Types of          Corporations            Small-sized
   Industries                                    Businesses
                         Institutions
                         Government              Mid-sized
                         Agencies                Businesses



         DMS – for all Companies and Public Enterprises



                                                               23
For All Industries



                                         Banking //
                                         Banking
Retail // Wholesale
Retail Wholesale       Services
                       Services        Insurance //
                                        Insurance
                                    Financial Services
                                    Financial Services

    Education
    Education
                             Document
                            Management
Public Enterprise //
Public Enterprise
 Administration
  Administration

   Transport //
   Transport           Production
                       Production     Health Care
                                      Health Care
    Logistics
    Logistics           Industry
                         Industry




                                                         24
For All Departments

                                                            Accounting
                                                            Accounting


                                                              Sales
                                                              Sales
                                         Banking //
                                         Banking
Retail // Wholesale
Retail Wholesale       Services
                       Services        Insurance //
                                        Insurance
                                    Financial Services
                                    Financial Services      Production
                                                            Production


    Education
    Education                                              Research &
                                                            Research &
                             Document                      Development
                                                           Development
                            Management
Public Enterprise //
Public Enterprise                                            Logistics
                                                             Logistics
 Administration
  Administration

                                                         Quality Assurance
                                                         Quality Assurance
   Transport //
   Transport           Production
                       Production     Health care
                                      Health care
    Logistics
    Logistics           industry
                         industry
                                                         Human Resources
                                                         Human Resources

                                                          Purchasing and
                                                          Purchasing and
                                                            Controlling
                                                            Controlling
                                                                             25
Customer goal: Doing more with less

Freeing up precious employee time!




   Between my six Service Advisors, I’ve saved
   120 hours a month in time formerly spent on
   document retrieval. Document Management
                                                 Pachis de la Garza
   is a key component in helping my department
                                                 BMW Service Manager
   keep pace with our business.
                                                 Moritz BMW, Dallas, TX




                                                                          26
Customer goal: Workflow automation

Automate Processes – With a Mouse Click




   My Staff and I can now track an invoice
   throughout the entire approval process. With
   one glance I know which invoices have been
   pending approval for too long and my staff          Marsha Hadd
   can easily e-mail a higher level manager for        Accounting Supervisor
   approval. ECM has improved each                     American Engineering
   employee’s document accountability. I no            Testing, Inc.
   longer receive collection calls for invoices that
   I was unaware had been lost in our paper-
   based approval system.

                                                                               27
Customer goal: Mobility


out in the field                    in the office




at home                   at a customer’s office


                                                    28
Customer goal: Mobility

Access Information Worldwide




   ECM’s ability to capture and store our
   project information in a way that will never
   be lost is the biggest advantage the
                                                  Nancy Gerber
   system has brought our company.
                                                  Engineering Technical Aid
   The fact that documents can be retrieved       Structural Integrity
   at a moment’s notice has improved our          Associates
   productivity and given us a competitive
   advantage.


                                                                         29
Follow the Money




                               49%



                         36%



                   37%



        51%




                                     30
Success with DMS




                   31
Roles in Sales Process




                         32
First-Class Instruction and Training

  Self-study online training courses: study when and where you want and at your
  own pace
  Intensive classroom training: acquire solid sales and product knowledge
  Regular training courses, workshops and Webinars on the latest topics, product
  enhancements and new content




                                                                                  33
In-House Use of DMS software

•   Immediately apply new knowledge
        Accumulate project & configuration experience
        First reference for customers
        Profit directly from DMS yourself
        Sales people experience firsthand the benefits-become comfortable with
        DMS




                                                                                 34
Structured Sales Process

•   Always benefit-oriented
        All steps clearly defined: from lead generation to closing and subsequent
        account management
        Specially tailored to sales of solutions




Lead                                                                       Account
Generation           Solution           Offer            Closing           Management


                                                                                    35
Structured Sales Process

•   Sales and technology specialists working together




                   Lead         Solution   Offer        Closing   Account
                   Generation                                     Management


    Sales
    professional


    Solution
    specialist



                                                                               36
Structured Sales Process

•   Intensive sales support for all phases of solution sales
        Comprehensive marketing and demo material: Print, Web, Video …
        Numerous templates and services
        Partner branding possible for many media




Lead                                                                 Account
Generation           Solution         Offer            Closing       Management


                                                                              37
Support in the field

   Kick off                 Briefing / Marketing plan /                                      1
   Kick off
                            Setting the deadline for first info seminar (in about 6 weeks)
                                                                                             2

                            First info seminar /
                                                                                             3
   Obtain prospects
   Obtain prospects
                            Present DMS in its entirety "from start to finish"               4
                                                                                             5
   Design solutions         Develop individual solutions and ROIs /
   Design solutions                                                                          6
                            Draw up individual presentation
                                                                                             7
   Obtain leads             Closing presentations to decision makers /                       8
   Obtain leads
                            Continue to fill sales pipeline
                                                                                             9

   Complete projects        Create full solution or requirements specification / Repeat      10
   Complete projects
                            and perform sales activities / Update marketing plan
                                                                                             11

                            Complete DMS training courses /
                                                                                             12
  Technical know-how
  Technical know-how
                            Configuration and installation of in-house system                13



On Site support for every stage of the structured sales process
On Site support for every stage of the structured sales process

                                                                                                  38
Profiles of Success

•   Example: Royal Imaging Services,       2010 Sales with DocuWare: $ 1,288,000
                                           2010 Sales with DocuWare: $ 1,288,000
    LLC, Houston, TX
        Authorized DocuWare Partner                                              Existing customers
        (ADP) since 2004                                                             Recurring
                                            Software                               Maintenance
        Dealer Type: VAR/Service Bureau     $ 490,000                                 $215,000
                                                                                   Professional
                                            Hardware                                  Services
                                            $ 256,000                                $ 327,000
•   Preferred Marketing Strategy           New customers
        Optimization of Internet Search
        Engines
                                           Development of sales with DocuWare
        Participation in Lead Groups       500 %
        Involvement of Direct Sales Team
                                           300 %


                                           100 %
                                                   2005    2006   2007    2008      2009     2010

                                                                                                  39
Profiles of Success

•   Example: J & H, Inc., Bozeman, MT      2010 Sales with DocuWare: $ 990,000
                                           2010 Sales with DocuWare: $ 990,000
        Authorized DocuWare Partner
        (ADP) since 1996                                                        Existing customers

        Dealer Type: Copier Reseller                                                  Recurring
                                                                                    Maintenance
        Total revenues in 2010: $ 6m      Software $ 440,000                          $ 430,000
                                          Hardware
                                          $ 40,000                                  Professional
                                                                                       Service s
                                                                                       $ 80,000
•   Preferred Marketing Strategy          New customers

        Direct phone calls to potential
        customers                         Development of sales with DocuWare

        Utilizing business partners to    200 %
        recommend DocuWare to clients
        in a vertical market              100 %

        Informational Seminars
                                             0%
                                                  2005     2006   2007   2008      2009     2010

                                                                                               40
Profiles of Success
•   Example: Impact Networking,
    Chicago, IL
        Authorized DocuWare Partner           2010 Sales with DocuWare: $ 1,800,000
                                              2010 Sales with DocuWare: $ 1,800,000
        (ADP) since 2006
                                                                                      Existing customers
        Dealer Type: Copier reseller
                                                                                    Recurring Mntce.
        Total revenues in 2010: $ 30m                                                       $ 200,000
                                              Software                                 Prof. Services
                                              $ 300,000
•   Preferred Marketing Strategy                                                           $ 750,000

                                                                                          Hardware
        Qualifying clients and setting                                                    $ 550,000
        appointments through our general      New Customers
        sales force of 35+ reps
        Quarterly “Tech Shows” with a         Development of sales with DocuWare
        minimum of 25-30 attendees at         300 %
        various events (5 Chicago
        Blackhawks Events per year with       200 %
        50+ companies, 100+ Attendees)
                                              100 %
        18 Impact local tech shows per year           2005    2006   2007    2008       2009     2010

                                                                                                      41
Thank You for Listening

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What's Beyond MPS for Your Customers

  • 1. Beyond MPS: What You Can Next Offer Your MPS Customers Thomas Schneck, President DocuWare AG March 22nd, 2011
  • 2. Company profile • DocuWare: a pioneer in document management Founded in 1988 by the present directors Over 7500 installations and more than 100,000 satisfied customers In use in over 70 countries Subsidiaries in the USA, Great Britain, France and Spain Sales Trends of DocuWare Group with Partners in Millions of € The DocuWare Group worldwide 2
  • 3. Comprehensive Offering Document Enterprise Electronic Management Content Archiving Management (ECM) Workflow/ Knowledge Process Management Management Web Content Input-/Output- Document Management Management Retrieval 3
  • 4. Problem: Information Silos • 1 Process – 4 Searches Paper E-Mail PC File ERP data 4
  • 5. Solution:Document Management • 1 Document Pool for All Document Types Paper E-Mail PC File ERP data 5
  • 6. Your Benefit: Complete Process at a Glance 6
  • 7. Your Advantage: Automatic Workflows DMS saves time and lowers costs Status/ Tasks Winner 1/12/2008 Winner 1/12/2008 Stamps Winner 1/12/2008 APPROVED APPROVED APPROVED Status Overview of All Processes Easy to Use – Workflow Control Using Stamps Fast and Efficient Processes 7
  • 8. Designed to be Sold by the Channel • DocuWare: user-friendly, intuitive document management Easy to learn Excellent to present Simple to administer Available in over 15 languages Project volumes: $15,000 – Target group: SMB 20 to 500 $30,000 software, hardware, & employees professional services 8
  • 9. Document Optimization Strategies -OUTPUT- -INPUT- Print Workflow Optimization with MPS Optimization with DMS
  • 10. Client Engagement Model Streamline Workflows (DMS) Optimize Infrastructure (Hardware) Manage Environment (MPS)
  • 11. When do we discuss the MPS-DMS Lifecycle? • During initial assessment – Tactically To further enhance benefits Differentiator to other MPS offerings Involve more C-level people • As part of on-going optimization and enhancement process – Strategically To deepen account relationship by providing additional value
  • 12. The 10 questions to ask to uncover a DMS opportunity! • As a follow up to MPS questions … Are your printed documents moved around the company? Are you printing the same document at different stages? Are your printed documents filed internally? Are your printed documents retrieved at a later point? Do you have to provide printed documents to customer at a later point? Are printed documents re-assembled at a later point? Are printed documents marked up at a later point? Are you using office space for filing space? Are you paying for inter-office couriers? Are you are paying for off-site storage?
  • 13. "Measure once SELL twice" • DMS ROI can be based on same clear Metrics as MPS • Software – based decision tool Flexible for different business scenarios • Different ROI Strategies Cost savings Process improvement Resource re-allocation
  • 14. Complimentary to MPS Analysis Tools Analysis Information DMS
  • 16. ROI Categories – Cost Savings Starting Point 1,140 35% 0.5 45 3 $ 28 $ 156
  • 17. ROI Categories – Process Improvement $ 3,975,000 68 8.5 % 54 $ 12,960
  • 18. ROI Categories – Resource Re-allocation 1 25% 4 6h $8,300 $16,600
  • 20. So many more Synergies ... Consultative Sales People CFOs 50-500 employees
  • 21. Case study • Company: Legal - Rochester • MPS opportunity: Current MFP client looking to automate meter reads explore MPS opportunity to save costs in printing Installation of FM Audit Onsite − Discovery of high volume laser printer by internal IT and sales rep resulted in end user interview of the rationale/work process supported by high monthly print volume − Legal time sheet reports are printed monthly and distributed to paralegals/attorneys to be validated and marked up for client billing DMS opportunity: − Handle current paper-based time sheet process electronically − Capture time sheet reports right from print stream, route documents electronically, have lawyers mark them up electronically, store them electronically − Resulted in document management sale of $ 24,400 with healthy margins
  • 22. Why we all need Document Management Both managers and staff use 50 percent of their time searching for information. As a result, they can only use the other half of their day to actually make use of that information. Source: Reuters Study 22
  • 23. Standard Software – Flexible and Scalable All Types of Corporations Small-sized Industries Businesses Institutions Government Mid-sized Agencies Businesses DMS – for all Companies and Public Enterprises 23
  • 24. For All Industries Banking // Banking Retail // Wholesale Retail Wholesale Services Services Insurance // Insurance Financial Services Financial Services Education Education Document Management Public Enterprise // Public Enterprise Administration Administration Transport // Transport Production Production Health Care Health Care Logistics Logistics Industry Industry 24
  • 25. For All Departments Accounting Accounting Sales Sales Banking // Banking Retail // Wholesale Retail Wholesale Services Services Insurance // Insurance Financial Services Financial Services Production Production Education Education Research & Research & Document Development Development Management Public Enterprise // Public Enterprise Logistics Logistics Administration Administration Quality Assurance Quality Assurance Transport // Transport Production Production Health care Health care Logistics Logistics industry industry Human Resources Human Resources Purchasing and Purchasing and Controlling Controlling 25
  • 26. Customer goal: Doing more with less Freeing up precious employee time! Between my six Service Advisors, I’ve saved 120 hours a month in time formerly spent on document retrieval. Document Management Pachis de la Garza is a key component in helping my department BMW Service Manager keep pace with our business. Moritz BMW, Dallas, TX 26
  • 27. Customer goal: Workflow automation Automate Processes – With a Mouse Click My Staff and I can now track an invoice throughout the entire approval process. With one glance I know which invoices have been pending approval for too long and my staff Marsha Hadd can easily e-mail a higher level manager for Accounting Supervisor approval. ECM has improved each American Engineering employee’s document accountability. I no Testing, Inc. longer receive collection calls for invoices that I was unaware had been lost in our paper- based approval system. 27
  • 28. Customer goal: Mobility out in the field in the office at home at a customer’s office 28
  • 29. Customer goal: Mobility Access Information Worldwide ECM’s ability to capture and store our project information in a way that will never be lost is the biggest advantage the Nancy Gerber system has brought our company. Engineering Technical Aid The fact that documents can be retrieved Structural Integrity at a moment’s notice has improved our Associates productivity and given us a competitive advantage. 29
  • 30. Follow the Money 49% 36% 37% 51% 30
  • 32. Roles in Sales Process 32
  • 33. First-Class Instruction and Training Self-study online training courses: study when and where you want and at your own pace Intensive classroom training: acquire solid sales and product knowledge Regular training courses, workshops and Webinars on the latest topics, product enhancements and new content 33
  • 34. In-House Use of DMS software • Immediately apply new knowledge Accumulate project & configuration experience First reference for customers Profit directly from DMS yourself Sales people experience firsthand the benefits-become comfortable with DMS 34
  • 35. Structured Sales Process • Always benefit-oriented All steps clearly defined: from lead generation to closing and subsequent account management Specially tailored to sales of solutions Lead Account Generation Solution Offer Closing Management 35
  • 36. Structured Sales Process • Sales and technology specialists working together Lead Solution Offer Closing Account Generation Management Sales professional Solution specialist 36
  • 37. Structured Sales Process • Intensive sales support for all phases of solution sales Comprehensive marketing and demo material: Print, Web, Video … Numerous templates and services Partner branding possible for many media Lead Account Generation Solution Offer Closing Management 37
  • 38. Support in the field Kick off Briefing / Marketing plan / 1 Kick off Setting the deadline for first info seminar (in about 6 weeks) 2 First info seminar / 3 Obtain prospects Obtain prospects Present DMS in its entirety "from start to finish" 4 5 Design solutions Develop individual solutions and ROIs / Design solutions 6 Draw up individual presentation 7 Obtain leads Closing presentations to decision makers / 8 Obtain leads Continue to fill sales pipeline 9 Complete projects Create full solution or requirements specification / Repeat 10 Complete projects and perform sales activities / Update marketing plan 11 Complete DMS training courses / 12 Technical know-how Technical know-how Configuration and installation of in-house system 13 On Site support for every stage of the structured sales process On Site support for every stage of the structured sales process 38
  • 39. Profiles of Success • Example: Royal Imaging Services, 2010 Sales with DocuWare: $ 1,288,000 2010 Sales with DocuWare: $ 1,288,000 LLC, Houston, TX Authorized DocuWare Partner Existing customers (ADP) since 2004 Recurring Software Maintenance Dealer Type: VAR/Service Bureau $ 490,000 $215,000 Professional Hardware Services $ 256,000 $ 327,000 • Preferred Marketing Strategy New customers Optimization of Internet Search Engines Development of sales with DocuWare Participation in Lead Groups 500 % Involvement of Direct Sales Team 300 % 100 % 2005 2006 2007 2008 2009 2010 39
  • 40. Profiles of Success • Example: J & H, Inc., Bozeman, MT 2010 Sales with DocuWare: $ 990,000 2010 Sales with DocuWare: $ 990,000 Authorized DocuWare Partner (ADP) since 1996 Existing customers Dealer Type: Copier Reseller Recurring Maintenance Total revenues in 2010: $ 6m Software $ 440,000 $ 430,000 Hardware $ 40,000 Professional Service s $ 80,000 • Preferred Marketing Strategy New customers Direct phone calls to potential customers Development of sales with DocuWare Utilizing business partners to 200 % recommend DocuWare to clients in a vertical market 100 % Informational Seminars 0% 2005 2006 2007 2008 2009 2010 40
  • 41. Profiles of Success • Example: Impact Networking, Chicago, IL Authorized DocuWare Partner 2010 Sales with DocuWare: $ 1,800,000 2010 Sales with DocuWare: $ 1,800,000 (ADP) since 2006 Existing customers Dealer Type: Copier reseller Recurring Mntce. Total revenues in 2010: $ 30m $ 200,000 Software Prof. Services $ 300,000 • Preferred Marketing Strategy $ 750,000 Hardware Qualifying clients and setting $ 550,000 appointments through our general New Customers sales force of 35+ reps Quarterly “Tech Shows” with a Development of sales with DocuWare minimum of 25-30 attendees at 300 % various events (5 Chicago Blackhawks Events per year with 200 % 50+ companies, 100+ Attendees) 100 % 18 Impact local tech shows per year 2005 2006 2007 2008 2009 2010 41
  • 42. Thank You for Listening