ThereforeTM

Sales Perspectives

R&D Company

– Document Management Product since 1991

– Development in Austria/Vienna

– Headquarters: Vienna/Austria & Cary/North Carolina, US

Partnership with Canon NSO‘s Since 1992

Agreement with Canon Europe since 2002, renewed 2005

– Canon‘s services ready process orientated Document Management offering.

Canon Europe launches Solutions 5 in January 2007

– DMS solution offer of Canon Europe

(details please see Solution 5 resource CD)

Canon is 49% Owner of the ADOS Corporation

– Since 2008, Canon takes 49% Ownership at the ADOS Corporation

– Re-branding process is started in parallel

Company and Product is renamed in ThereforeTM

– Since March 2009 ADOS Corporation is renamed in Therefore Corporation

– In Mai 2009 the new product generation Therefore 2009 will be launched

– People. Process, Information is the new product identification tag line

1991

199220022005

2007

2008

2009

What is the Therefore Corporation

Our Philosophy and shared Values

People. Process. Information

IdentificationCanon is identified as a

end to end solution provider

CustomersLarge number of

existing customers worldwide

Currently more than 1600

ReliabilityWe stand for a reliable

and robust quality product. We take

responsibility for the customers biggest

value.

Future We constantly develop what markets need in

cooperation with Canon

PeopleWe are a solution

community, all sales and technical forces

EnvironmentWe want to help to

create a environment friendly workspace

ThereforeTM document solutions help companies all around the world to work smarter by connecting people and processes to information

Markets

Europe

Middle East

Africa

US and Canada

Australia

ThereforeTM localized so far in 26 languages … EFIGS & more…

Afrikaans, Arabic, Croatian, Czech, Danish, Dutch, English, Estonian, Farsi, Finnish, French, German, Greek, Hungarian, Italian, Norwegian, Polish, Portuguese, Russian, Serbian, Slovenian, Spanish, Swedish, Zulu, …

Industries

Why is DM so important?

The number of paper copy’s and paper output is still increasing today.

Globalism requires to distribute more information than ever before.

40% - 60% of copy’s are not necessary duplications of the same information.

Aprox. 10 Times more information is distributed than in the decade before.

Only 2-3 Times more paper copy’s are created in the same time.

Demands for photocopy cost reduction and environment protection

concerns do influence the habits and requirements of our customers.

Duplication copy’s can be avoided using digital documents and electronic

process management – But they do not extinguish the need for paper output.

Better output quality with more flexibility and less costs per sheet is the

today’s demand for office print and also for professional print.

The paperless office was promised to be realistic. Why should a producer of high quality output devices be interested in the reduction of photocopy’s ?

The paperless office was promised since 1979

Incoming and outgoing Documents must be accessible,

manageable and processed in time during the daily

operations. People and businesses processes depend on

the information flow, they are totally connected.

Documents are relevant in terms of legislation and legal

regulations. Documents are proving company's transactions

and must be safely kept.

“Without your memory you loose your future”

Company’s future development depends on the right

decisions based on the right information in the right moment.

Information is the key factor to success.

Operation

Collaboration

LegislationRegulation

Development

Future growth

What is the value of information?

Limited space is common in classical basements and archives. Temporary

solutions compromise the use and access to information. Digital solutions

improve information access and reduce cost of storage.

The value of information can only be used if the information is available

fast and in a simple way. Digital Storage provides access to information

where you need it and when.

Fire, Water and other elemental forces are a significant danger for

physical paper archives. Information must be protected against

uncontrolled access and falsification. The risk can be eliminated by digital

storage DM Solutions.

Our environment is in danger. Waste and unnecessary use of energy and

material must be avoided. The use of intelligent office solutions reduce

the cost for our planet.

Cost

Collaboration

Protection

Environment

Why must information be managed?

What is our Mission?

Reduce of cost

Improve your document processes

Increase the productivity of your people

Create an environment friendly workspace

Increase document security

Our Mission

Easy useable and logic concepts increase the efficency

4,5 hours

32% of documents are not available when you need

them(Cimtech)

Employees search for documents approximately 4,5

hours per week.

In one year every employee wastes 4-5 weeks searching

for misfiled documents4-5 Weeks

32%

Processes optimization to be more efficient

Only 4% of Enterprises have optimized their business processes

AdministrationProduction

90% 4%

Increase the productivity of people

Can you make sure that document access

is centralized and policy based?

Can you access your documents over the

Internet or in the office safely and secure?

Is you document storage protected

against environmental forces?

Can you control who is accessing what kind of

information in your company?

Can you make sure that changes to

documents are recorded or can

be prevented?

Who can ensure you that relevant and

important data is not stored on local

computers?

DM helps to increase document security

Where do we begin?

This is very often the case

Filename = limited search criteria

Fracture = no central storage

Complex structures = No overview

No rule enforcement = Unsystematic storage

The view of Individual’s = Redundancy

Problems with conventional storages

Cost efficient content storage & access

Regulatory legislation demands

Unclear storage of paper and electronic content

Fractured and often chaotic data storage

Defeat the chaos in the content Architecture and reduce environmental complexity and reduce cost.

Customers are searching for solutions

Less energy and material cost, paper output reduction

Searching time reduction for information

Less storage cost and use of space

Central, efficient and lasting storage of information

Storage in compliance to regulatory legislation and directions

Process improvements with the help of electronic workflow

Integration into other applications

Scalability up and down as demands grow and shrink

Capture & distribution of Information of all types

Controlled access to information

Protection of information against disaster, loss and falsification

Local managed and driven solution with local support

Help for better protection of the environment

Cost reduction

Operational Improvement

Productivity Improvement

More Security

Environment friendly

Customers have high expectations

Input

Output

Flow of InformationBusiness processesManag

eProcess

DistributeStore

Retrieve

What’s the additive value we offer?

What should customers know about?

There are obligations to be considerate

Efficient DM saves money, time and energy

There is a difference between DM and archiving

DM technology is ready fully developed today

DM has an effect on the whole company

Product basics

API

Any Appl.

Therefore™ 2009 Software & Relationship

Therefore Core Product

Uniflow

IR

Planet Press

ERP

IR

KOFAX/ IRIS

Powerscan

DR Scanner

IR

ERP

Conn.ERP

Exchange

Conn.

Mail Server

Therefore Workflow

OfficeLinks

MSOutlook

MSOffice

Printer Driver

ERP

Any Appl.

CaptureClient

DR Scanner

IR

Folder

Database

eCOPYConn.

IR

eCOPY

Navigator Viewer

DR Scanner

Simplified - Storage to ThereforeTM

ThereforeTM Server

Backup Storage

2233

11

ThereforeTM Clients32bit or Web Client

Host or ERP SystemData Streams, Output, …

Primary Storage

How paper gets into ThereforeTM? From the MFP Device and its scanning unit, saved

with Canon Meap or eCopy.

► From Hot-folders in the network, scanned by the MFP or any other scanner.

► Scanning with a DR Scanner using ISIS and the ThereforeTM Capture Client. Barcode and OCR can be used.

► Scanning with a DR Scanner TWAIN source in ThereforeTM

Navigator & Viewer

► IRIS Power Scan with forms, OCR, ICR and Barcode recognition and release to ThereforeTM 2009

► Kofax Capture Workflow with forms, OCR, ICR and Barcode recognition and release to ThereforeTM 2009

► Scanning with eCopy Desktop and DR Scanner

Simplified – Retrieval in ThereforeTM

ThereforeTM Server

11

22

ThereforeTM Clients32bit or Web Client

Host or ERP SystemData Streams, Output, …

Primary Storage

Archiving of document

Creation of document

Use & Change of document

Workflow

Save keeping period of document

Retention

End of life time of document

Storageon final Media using HSM

Document gets deleted (Logical or physical)

Primary and backup Storage

Document gets captured and indexed

Retrieve

Retrieve

Retrieve

The Document life circle

Editions at a glance

Small Business (storage & retrieval)

Personal Edition– DMS for a single user environments

Workgroup Edition– DMS for departments and Workgroups up to 20 Users

Business Editions (process management)

Business Edition– DMS for medium and large sized Companies

1. One Runtime for all Editions

2. All limitations and functionalities

are organized by the License File

3. Upgrade compatibility of all

Editions

without merge from Personal Edition to

Enterprise Edition

Edition compatibility

eCopy License

Device Access License

Capture Client

• Named User

• Concurrent User

• Mixed

Client Access License

Connector License

MFP Device License

Enterprise Server

Workflow connector

SAP Connector

Dynamics NAV Connector

MOSS 2007 Connector

Exchange Connector

Lotus Notes Connector

Ascent Capture Release Module

COLD Report Management

3 dimensional license

Standards and Support

Platforms and standardsComponent Supported platform or standard

ThereforeTM Server 32bit: Windows 2003, 200864bit: Windows 2008*

ThereforeTM Client 32bit: Windows 2000, XP, VistaBrowser based Client: IE 5.5+ , Mozilla Firefox 1.04+

Scanning ISIS KOFAX Capture, IRIS PowerscanTWAINeCopy meap, ShareScanCanon Meap

Security Windows Active Directory, Local SecurityRSA - Digital signature for all documents

Database ORACLE 8, 8i, 9i, 10x, 11x, …Microsoft SQL Server 2000, 2005, 2008IBM DB2 Version 7 and higher

Storage RAID(DAS), NAS, SAN, NetApp FASMO/UDO(Plasmon) single Drive & Jukeboxes**

*) Support planed for Therefore 2009 in Mai 2009**) Jukebox support is likely to be discontinued in future as Plasmon has announced not to continue Jukebox production

ThereforeTM

Storage of documents

ThereforeTM Storage elements and relationship

ThereforeTM

Category

ThereforeTM

Document

ThereforeTM

Retention Policy

ThereforeTM

Storage Policy

ThereforeTM

ServerStorage on /BUFFER

Storage on Media on a

Device

ThereforeTM

Migration

Delete from Media on a

Device

ThereforeTM

Retention Queue

ThereforeTM

Storage Queue

ThereforeTM .thex file format

► Open Packing Conventions (Open xml)

► Part of Office Open XML Standard (Microsoft, ISO)

► Based on xml and zip

► State-of-the-art concept for compound files

► Used by Office (.docx, .xlsx, .pptx, …)

► Benefits

► Content is compressed

► Easier handling of document information through xml

► Index Information, Pages (original file Name), …

► Open Standard

► WinZip required for open/read operations

+ +

ThereforeTM Database SQL Database (SQL Server, Oracle, IBM-DB2)

Stores all application meta data information

– Configuration of the application infrastructure

– Category definition

– Security configuration

– Dictionary’s, Data types

– Storage settings, Schedules, …

– Media Information

– Workflow definitions

Stores all document meta data information

– Document information data

– Document index data

– Document status and media information

– Workflow information for documents

– Digital signature Information

Stores Staging queues

– Storage staging queues

– Retention staging queue

ThereforeTM Category

Document type in ThereforeTM

Definition of Index data set to label ThereforeTM documents stored in it

Defines access security to ThereforeTM documents stored to it

Options & Settings

– Water mark image

– Full text settings

– Document preview settings

– Check out comment settings

– Field tab order

– Document Export naming convention

Can be organized/sorted in a tree folder structure

Can be part of a storage policy (if not set, documents remain in Buffer)

Can be part of a retention policy (if not set, documents stay on Media)

Step 1: ThereforeTM paper capture processes

Capture Save on BufferClassification

Doc

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sc

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and

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The

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It is

now

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a c

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and

ha

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it.

The

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The

refo

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It le

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and

is

tran

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The

refo

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ata

base

The

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22

1133

Store Document

44

local Primary Storage

local Primary Storage

Primary Storage

NAS, SAN

ThereforeTM Business Server 1

ThereforeTM Business Server 2

ThereforeTM storage processes – 2 Business Servers

Backup Storage

Central Backup Storage

Central Backup Storage

local Primary Storage

local Primary Storage

Primary Storage

NAS, SAN

11

11

22

11 Primary Storage

22 Backup Storage

local cachinglocal caching

ThereforeTM Home Server 1

ThereforeTM Home Server 2

Scenario: ThereforeTM pre-fetch process – 2 Business

Servers

11

11

local cachinglocal caching

Remote cachingRemote caching

Remote cachingRemote caching

22

22

ThereforeTM

Security

ThereforeTM Permission overview Active directory (Domain) Security

– Single sign on for client connection in domains

– LDAP is supported

Local Security

– User definition on Server client is connecting

Security is set in the ThereforeTM Solution Designer

– Permissions are stored in the ThereforeTM Database

– Security settings are object oriented, different permissions for different object types

– Document permissions can be summarized in Permission Sets (Roles) for easy deployment

– Security information is stored in ThereforeTM Database

Security can alternatively be defined in the

ThereforeTM Rights Server

– Individual rights check, executed by a customized DLL

– Bypass of standard security settings if AD is not used

ThereforeTM Document related security Object Types

– Category root folder• Root folder for category's in the Design section.

– Category Folder• A Folder to sort Category’s. Access permission set for all category’s

in the particular folder. Inheritance from parent object.

– Category• A single ThereforeTM category. Access permission for this particular

category. Inheritance from parent object.

– Sub-Category• A Keyword list used in a ThereforeTM category for indexing

documents. Depending on the used keyword, access permissions can be set for documents. Inheritance from parent object.

– Document• A single ThereforeTM document. Access permission to the

document in normally inherited from its category. Inheritance from parent object.

Inheritance

– Inheritance can be broken at any level. The object then has independent access permissions from its parent object.

ThereforeTM Document related rights

ThereforeTM

Integrated Workflow

A simplified order management

OFFICE DESK: PO arrives per mail or gets scanned inOFFICE DESK: PO arrives per mail or gets scanned in

ACCOUNTING: Order is processed in the ERP system

ACCOUNTING: Order is processed in the ERP system

CUSTOMER SERVICE: Order is processed to be delivered

CUSTOMER SERVICE: Order is processed to be delivered

CUSTOMER SERVICE: Order is packed and sent by FedEX. Mail confirms order and

delivery to customer

CUSTOMER SERVICE: Order is packed and sent by FedEX. Mail confirms order and

delivery to customer

ACCOUNTING: Invoicing process is started, Order is

closed

ACCOUNTING: Invoicing process is started, Order is

closedThe whole process has to be done in 48 hours

The whole process has to be done in 48 hours @@

APPROVAL: Discount will have to be approved by

Manager

APPROVAL: Discount will have to be approved by

Manager

Input Order comes in

Input Order comes in

ProcessOrder Processing

ProcessOrder Processing

Search &…Retrieve Order in ERP

Search &…Retrieve Order in ERP

OutputDelivery goes out

OutputDelivery goes out

Flow of Information

Additive Value to the customer

Functionality in the Workflow Expiration / Overdue escalation

– Time management in minutes, hours and working days for process and

task

– E-Mail notification in case of overdue Workflow Instances

– Escalation tasks to handle overdue in activities

– Calendar function with working hours, weekend and holidays

E-Mail notifications

– SMTP Message routing

History & Audit Trail

– Detailed History for every Workflow Instance

Process Owner

– Can view all Workflow Instances

– Can reroute running Workflow Instances

Task assignment to users an groups

API Integration Workflow ActiveX API, Therefore Objects

@@

C++C++

Workflow Dialog for users

InstructionsInstructions

ActionsActions

DocumentsDocuments

InformationInformation

His

tory

His

tory

Ind

ex d

ata

Ind

ex d

ata

The process definition

Start: Saving of a document starts Workflow instance

Start: Saving of a document starts Workflow instance

Task: One step in the process (manual)

Task: One step in the process (manual)

Transaction: Link between Tasks. The

condition defines in witch way to proceed

Transaction: Link between Tasks. The

condition defines in witch way to proceed

Workflow in intuitive graphical way…

Processes can now be

designed in a

graphical interface.

Print, zoom and auto-

manage functions

help to make the

design easy and fast.

Instance history, better examination using graphical view of processes…

Users can view the

instances in a graphical

animation. The flow can be

tracked in a green color,

every position in the

history can be activated in

the graphic, play mode

allows animated

examination.

Play: Play mode shows animated history of the

instance

Play: Play mode shows animated history of the

instance

Graphic: The animation in the

graphic uses colors to highlight the path of the instance and the different events.

Graphic: The animation in the

graphic uses colors to highlight the path of the instance and the different events.

Protocol: The line oriented protocol shows all entry's for

each event in the log file.

Protocol: The line oriented protocol shows all entry's for

each event in the log file.

Graphical view of the current process

ThereforeTM

Questions?

ThereforeTM

HVALA