Casey Jones - Sr. Regional Sales Manager KnowledgeLake, Inc.

Gary Tullier – Sr. Systems Engineer – KnowledgeLake, Inc.

Globally over 2 million licensed users

First vendor to adopt SharePoint since 2003 SharePoint Imaging since 2003 First Mover with SharePoint

Fujitsu is a stakeholder in KnowledgeLake & KL software is shipped with every Fujitsu scanner

2010 FASTEST GROWING COMPANY IN AMERICA

“KnowledgeLake is a go-to partner for scanning and capture for SharePoint 2010. They have built their solution entirely on the SharePoint platform, providing a consistent user experience and helping organizations drive great value from their existing technology investments.

KnowledgeLake specializes in scanning and capture, has a deep understanding of the SharePoint platform, and a rich heritage in the ECM industry. Their focus and expertise helps organizations extend our platform, bringing the world of scanning and capture to SharePoint.” Ryan Duguid, Senior Product Manager Office Business Platform Marketing Group Microsoft Corporation

Ryan is responsible for SharePoint Enterprise Content Management, having moved to Redmond from Microsoft New Zealand where he was a Technology

Specialist responsible for evangelizing the Microsoft Office system.

http://www.scottrade.com/index.asp

http://www.knowledgelake.com/resources/casestudies/Pages/union-document-management-legal.aspx

“By using KnowledgeLake and Microsoft SharePoint, Midwest Operating Engineers (Local 150) have gained sufficient savings in many operational functions. We achieved our original payback projection of less than 5 months and today we have found many other savings that have improved our business processes. With the ease of use with KnowledgeLake’s products, we have substantially increased our user adoption. Based on the results we have accomplished, we are now more efficient and productive in many of our operations.”

Ron Borden - Executive Director of IT MOEITS Technology Services (Local 150)

Off-Site Storage, 49%

Office Equipment,

22%

Paper, Supplies and

Ink, 1%

Mailing/Fax Services, 28%

Hard Dollars

Searching, Retrieval & Returning

Paper Doc, 56% Audit

Assessment 21%

Legal/Contracts 6%

Executives Searching

for Docs 5%

Misplaced Docs 6%

Copying Docs, Filing &

Electronics 6%

Soft Dollars

Payback: 4.1 Months (Net Inv/Oper Sav after Tax * 12)

Average Return on Investment (ROI):

294% (Oper Sav/Net Investment)

Investment Cost Per User:

$333 Per Month

Net Investment Savings Generated Per User:

$1,546 Per Month

Economic Life: 3 Years

Corporate Tax Bracket: 35%

Use KnowledgeLake and SharePoint to Solve ECM Problems So what are the problems?

Compelling Factors $Offsite storage of paper $Office floor space cost $ Security of paper assets $ Audit prep and execution $Dispersed workforce $ Copy, fax, and courier costs

An average paper document

gets copied 19 times**

$220 in Labor to reproduce a lost document*

$120 in Labor to find a misfiled paper document*

$20 in Labor to file a paper document*

There are over 4 trillion

paper documents in the U.S. alone, growing at a rate of 22% per year**

* PricewaterhouseCoopers ** Coopers & Lybrand

E:/OnMyHardDrive/NotInSharePoint/GrowingEveryDay/ WhenILeaveYouWillNotFindWhatYouNeedInThisMess/ SomeOfTheInformationRelatesToContractsWorthBig$$ToOurCompany

Enterprise Content Management and SharePoint

Challenge of

Managing Paper Documents

Challenge of

Managing Electronic Documents

Challenge of

Managing Business Processes

Business Process and Forms

Enterprise Content Management

Portal

Search

Business Intelligence

Collaboration

Brokerage Firm Westbrook Conversion 40 million images

Manufacturing Documentum Conversion

Human Resources FileNet Imaging and COLD Conversion

Health Insurance FileNet Imaging Conversion

University Stellent Conversion

Distributor Optika Conversion

Oil & Gas FileNet Conversion

The Three “E”s

Everyone Participates

Easy to Use

Enterprise Ready

Connect

• Capture E-documents From Desktop, Outlook And Also Drag-n-drop • Accurately Index Documents • Release Into SharePoint Libraries • Complete Process In Just 2-clicks!

Capture

• Scan Paper Documents With Desktop, Departmental And Production Scanners • Index Documents • Release Into SharePoint Libraries

Server

• Capture From Office Copiers, Multi-function Devices, Fax Servers And Network Scanners • Index And Scan Via Web Browser • Automate PDF, OCR Conversion

Imaging

• Database Lookup & Index Automation • Perform Exact Relevance Searches With Any Combination Of Index Values • Central Enterprise Indexing Schema • Zero-footprint Image Viewer

How does SharePoint become an ECM Platform?

• Ease of Use • Consistent Look & Feel • Increased User Adoption • Industry Compliances

• Leveraging SharePoint as a Repository •Works with SharePoint 2007 or 2010 • Integrated into SharePoint • Business Process Workflow & Automation

• Low Cost of Ownership • No Volume or Click Charges •Modular Deployment

• Leveraging Existing Technology Investment • Fast User Adoption (low training costs) •Quick ROI

Justifying a KnowledgeLake/SharePoint Solution