RightFax 9.0 Sales Training Presentation
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RightFax 9.0 Sales Training Presentation RightFax 9.0 Sales Training Presentation Presentation Transcript

  • RIGHTFAX 9.0 Sales Training What’s New With RightFax
  • Introductions
    • Mark Malone, Senior Product Manager, RightFax
    • Dana Cole, Senior Product Marketing Manager, RightFax
    • Bob Tennant, Senior Product Manager, Support & Services
    • John Nordin, Project Manager, RightFax
    • Tammy Menkerud, Product Marketing Consultant
    • Michael Collins, Product Support Engineer
  • RightFax 9.0 Sales Training Agenda
    • Where We’ve Been and Where We Are
    • What’s New with RightFax 9.0 – Why it matters – How to help you sell
    • Overarching themes and how to use
    • Lifecycle
    • Pricing /Policy and Guidelines
    • Ordering/Fulfillment/Packaging
    • Registration and Feature Activation
    • Support & Maintenance
    • Sales Tools – Intranet Site
    • Reference Materials – Intranet Site
    • Questions
  • Where We’ve Been
    • RightFax 8.5
    • RightFax 8.5 SP4
    • RightFax 8.7
    • Brooktrout Releases (RF 8.7 SP1)
    • Lotus R6
    • Revised backup policy
    • RF 8.5, Service Pack 5
    • RightFax Workflow Wizard
    • RightFax Connector for Hummingbird
  • From Project Javelina to RightFax 9.0
  • Where We Are: Fax Market Drivers
    • “ Fax is not dead…”
      • But “Email is Broken…” (Davidson)
    • Information Technology Spending Trends
      • Consolidation
      • Get more out of investments
      • Security, Privacy, Regulatory concerns
      • EMAIL is “broken”
    • Many existing customers DO NOT have fax as a high priority
      • Reliability: “It just works…” – no need to change
      • HOWEVER: This could be a “bad” thing…
        • Not much attention spent on upgrades, scaling to the enterprise, etc.
  • Where We Are: Fax Market Drivers
    • A VERY LARGE opportunity exists to SELL MORE to our existing customers
      • More upgrades
      • More departments, groups using RightFax
      • More applications to integrate
      • More devices to connect (Multi-Function Products, etc.)
    • How?
      • Leverage value propositions, return on investment (ROI), and total cost of ownership (TCO)
      • Leverage security/privacy concerns
      • Leverage Business Continuity Disaster Recovery (BCDR )
      • Leverage TEAMPLATE; INTERCHANGE
  • RightFax: The Undisputed Market Leader
    • “ In market share for fax servers, Captaris was once again pre-eminent, with a 24.6% share, beating everyone by a factor of two and half ”
    • Computer-Based Fax Report, 2003-2008
    • by Peter J. Davidson
    • “ If a 25 person organization manually faxes 30 two-page documents daily, it’s squandering 1,000 man hours a year.
    • That equates to one employee spending six months each year printing documents and feeding fax machines.”
    • Maury Kauffman Fax Industry Analyst The Kauffman Group
  • What’s New With RightFax 9.0 Why it matters – How to help you sell
    • Captaris RightFax 9.0 extends market-leading RightFax enterprise fax and e-document delivery offerings with flexible enhancements that offer the performance, security and scalability needed by today’s enterprise, while making it more intuitive and simple to deploy, use and manage.
    • By delivering reliable software that simplifies the user’s experience, RightFax helps organizations rapidly improve efficiency and reduce costs through integrating and automating the flow of a full range of fax, paper and electronic documents and data.
  • RightFax 9.0 Launch Themes
    • Enterprise scalability, reliability and performance
    • Simplified administration and deployment
    • Simplified use for a better user experience
    • Future proofing investments
    • Enhanced features to support security and regulatory compliance
    • Globalization and enhanced support of International customers
  • RightFax 9.0 Customer Benefits
    • Lower TCO
    • Faster ROI
    • Quicker and simpler deployment and adoption
    • Greater scalability, reliability performance and interoperability
    • Enhanced efficiency and productivity
    • Forward looking, future proof technology
  • RightFax 9.0 Partner Benefits
    • Opens up opportunities for more penetration within new and existing enterprise accounts
    • Positions fax servers as forward-looking technology with longevity and innovation
    • Re-affirms the strong commitment Captaris and our partners have in North America and Internationally moving forward
  • Key Features and Enhancements
    • Open Database - Microsoft SQL server
    • .NET-based Web Client
    • B i-directional SMS text messaging
    • Active Directory enhancements
    • Do not fax/Do not dial
    • IBM Lotus Notes Enhancements
    • Security and privacy enhancements
    • Fax over IP support
    • EICON board support - (Non-U.S. markets only)
  • RightFax 9.0 - New SQL DB RAIMA RAIMA API Translation GWs EFM Web Client FaxUtil Other RF API MSDE SQL, but tested and supported on MS SQL 2000 Standard Edition Conservative approach = maintain reputation of reliability SQL
  • What’s in the Database (and what’s not)
    • In SQL:
      • All data previously in stored in Raima is now in SQL
        • Documents and Contacts to Configurations and Signatures
      • Prefix tables are now stored in SQL
    • Not in SQL:
      • Alerts & Monitors
      • Least Cost Routing tables
      • Activity log
  • Obsolesced Tools
    • Keybuild.exe
    • DBCheck.exe
    • Rescue.exe
  • More about SQL in RF 9.0
    • MSDE ships in the box
      • No additional cost to customer
    • Option to install MSDE, or point to their own SQL 2000
    • Fields in RAIMA = Fields in MSDE
    • Preservation of ALL API’s
      • Backwards compatible ! – VERY IMPORTANT
    • Preservation of all client applications
      • (2 versions backwards will be supported)
  • More about SQL in RF 9.0 (cont.)
    • RightFax now adheres to OPEN DB Standards
    • Can use any SQL tools for analysis, maintenance, reporting – very easy
    • Can do reporting w/o using the API, for example
    • 3 RD - party integrations can be simplified
      • Can add data to the DB and we’ll pass it through
    • Unlimited fax records in SQL 2000
    • Some limits to MSDE
  • Recommending SQL
    • MSDE
      • Small, Mid-Size solutions
      • < 800,000 fax images
      • Business, workgroup, departments
      • NO Clustering
      • No out of the box tools
    • SQL Server 2000
      • We allow them to install RightFax on THEIR SQL server
      • Medium-to-large installations
      • UNLIMITED Fax records
      • Clustering Support
      • We support RightFax, but we do not support customer’s SQL Server 2000
  • RF 9.0 Database Schema
  • New Web Client – RightFax Web Access
    • New .NET-based Web Client
    • “ Zero footprint” deployment
        • Feature parity with FaxUtil (mostly, and in some cases, MORE)
    • Localization in PFIGS-FC (Portuguese, French, Italian, German, Spanish, French Canadian)
  • RightFax Web Access
  • RWA (continued)
    • Near Feature Parity with FaxUtil
    • Look and feel of Outlook Web Access
    • Improve upon UI to be more web friendly
    • Use a new .Net API for communicating directly with SQL
    • ASP.Net
  • RightFax Web Access Advantages
    • No excessive navigation
    • No excessive spawning of more windows
    • Great UI space savings
    • Enhanced paging
    • Local times used -- not server times
    • Now supports delegate logins
    • Etc…
  • RightFax 9.0 - Short Messaging Services
    • Send SMS from FaxUtil, Outlook, Web Client, Notes and SMTP Gateway
    • Enhanced Push Proxy Gateway (PPG) and RF interaction
      • Notifications, status, etc. – BETTER!
    • Single install – PPG now part of RightFax
    • Process inbound SMS message – RF Mailbox
    • Production SMS {doctype} – with tracking!
  • PPG Install
  • PPG Services Installed
  • RightFax 9.0 - Active Directory Enhancements
    • Support of synchronization by Organizational Unit (OU)
    • Sync by Active Directory Groups
        • Support multiple domains – new!
          • Browsing for domains will include single and multiple selections.
  • Notes – SMS SendTo
  • SMS from Outlook
  • FaxUtil – Send SMS
  • FaxUtil – Outbound View
  • FaxUtil -Inbound View
  • RightFax 9.0 - Do not Fax
    • Create Dialing Rules to support do-not-fax initiatives
      • Enhance rules to link to fax numbers
      • Create “silent alarms”
  • RightFax 9.0 - Lotus Notes Enhancements
    • Notes/Domino clustering
    • iNotes Template (Domino Web Access)
        • Extend template to include links to web –based faxing forms
        • Support all THREE integration methods
    • Notes log file
    • SecureDocs
    • Enhanced reporting, “doclinks”, etc.
    • PFIGS-FC localization
    • Renamed to RightFax Lotus Notes Module
  • Mail Template
  • SMS in Notes
  • SecureDocs from Lotus Notes
  • iNotes and RightFax
  • RightFax 9.0 Security and Privacy Enhancements
    • Provides two-tiered administration – privacy administrator can view fax content but ordinary administrators are blocked from viewing content·
      • Limit RF ADMIN from viewing faxes
      • Log an entry each time a fax is viewed
  • RightFax 9.0 - Fax over IP
    • Fax Over IP (T.37/T.38)
      • Brooktrout 3.3 SDK Support
        • FoIP via 1034 board (T.38)
        • Excellent value proposition for customers
        • Brooktrout Technology Expansion – details coming soon
        • Software-only FoIP: Coming after 9.0
      • T.37 Support in RF 9.0
        • Activate as a “channel”
  • TR1034 with IP Fax Support Additional Ethernet connection for IP Fax support Standard RJ45 for T1/E1 PRI Firmware download / “expansion” to switch from IP Ready to IP Enabled
  • FoIP Transport (T.37)
    • Supports T.37 Store and Forward Fax over IP.
    • Store and Forward fax is an email with a G4 TIFF attached.
    • Send only
  • FoIP T.37 Status in FaxUtil
  • Eicon Fax Boards
    • Introduction of Eicon Fax Boards
      • DIVA Server v 7.5
      • BRI and E1 boards – for now
      • Not in North America
  • Other Features and Enhancements
    • System Universal ID (“SUID”)
      • A unique system ID that follows a RightFax System
      • Changing the Server’s GUID disconnects it from its configuration data
      • Server GUID identifies server dependent data
    • North American Edition and International Editions
      • Eliminate cross-regional competition (namely North America)
      • MMR’s selling to Non-North American customers
      • Protect regional price points and programs
    • Online Registration - Web feature activation
      • No paper forms to complete or manage
  • Other Features and Enhancements Cont.
    • Greenwich Mean Time (Universal Coordinated Time) – TTI Line
      • Displays the local time relative to Greenwich Mean Time (GMT). If this new option is not selected, the TTI line will display the local time at the fax’s place of origin.
    • T.434 BFT always O ff
      • Enhances security to support security and compliancy issues
    • Alerting/Monitoring Enhancements
      • Allow process termination for multi-instance processes
    • Fax Reporter Enhancements
      • T ake s advantage of SQL
      • Include s the ability to report on fax work requests
  • Other Features and Enhancements Cont.
    • Win 2000/2003 Certification·
    • Active Directory Synchronization Enhancements
    • Remote Board Servers on a WAN
      • Remote board services can now truly be remote and can be geographically away from the main server
  • Alerting & Monitoring We’re adding more stats to alert!
    • DocTransport allows many types of Document Delivery.
    • Built for future expansion.
    Components of DocTransport Legacy BoardServer DocTransport Brooktrout Boards Intel/Dialogic Boards Eicon Boards DocPlus SMS Fax over IP T.37 RightFax (Internal)
  • DocTransport Service
  • RF 9.0: A single source for enterprise fax and e-document delivery
  • RightFax 9.0 Operational Information Packaging, Pricing, Ordering, Fulfillment, Support, Maintenance and Other Resources
  • RightFax 9.0 Post Launch Deliverables
    • Sharp
      • Special download (TBD) – up to 10-20 days after 11
    • MFDs- Xerox enhancements that were in 8.7
      • Special download (TBD) – up to 10-20 days out
      • Project Scorpion – Q1 2005
    • Document Management Connector
      • 30-45 days
    • FileNet Connector
      • 30-45 days
    • Industry and application bundles
      • 30-45 days
    Some things will be available in the weeks following 11/1/04
  • Pricing and Ordering
    • There are price changes and ordering changes
    • More details to come
    • A “channel is a channel is a channel”
      • Document delivery channels – NOT JUST FAX !
      • PSTN Fax, FoIP (T.37); Brooktrout, Eicon, SMS, etc. etc.
    • NO MORE SERIAL CARDS !!
  • Price Increase Coming – Sell Now
    • We will be announcing a price increase effective January 1, 2005.
    • More details to come…
    • Create urgency for Q4!!
  • New RightFax Package
  • Product Policy and Guidelines
    • End user license agreement (EULA)
      • Appendix A to be removed
      • Policy about product co-dependencies, usage, etc will be moved to a price book or via a bulletin
    • Examples
      • SBS – now 4 channels
      • Business Integration allowances
      • Document Delivery Channels
        • Fax, FoIP, SMS, etc,
  • Packaging changes cont.
    • RightFax for Oracle – no support for Infinite wireless extension
    • RightFax for SAP -– no support for Infinite wireless extension
    • RightFax Healthcare Edition – no support for Infinite wireless extension
    • RightFax Financial Edition– no support for Infinite wireless extension
  • Name Changes
    • Gateway for Microsoft Exchange
    • Gateway for Lotus Notes
    • RightFax Web Client
    • RightFax Microsoft Exchange Module
    • RightFax Lotus Notes Module
    • RightFax Web Access
    NOW  NOW  Why the changes? These names better reflect the complete capabilities of the modules and answer competitive pressures surrounding use of “gateway” terminology. NOW 
  • Order Fulfillment
    • We’re making order fulfillment easier
    X X NO more serial cards and registrations cards !! BNT 0870000
  • FoIP Order Fulfillment
    • Order as “Document Delivery Channels
    • Order Upgrade of IP Ready Boards to IP Enabled? ($1,000)
    • If customers get a port upgrade – FoIP is FREE
    • 1N Boards now shipping with 9.0 !
  • Registration and Feature Activation
    • Registration is now required
      • WebBump
      • Call ins
    • Single install CD still installs MOST of RightFax product
  • Support
    • No substantial changes for 9.0
      • Minor adjustments coming in Q1/05
    • Upgrade request information for support plan holders sent during launch week.
    • Certified Partners will need to recertify on 9.0
      • Complete recertification of two technicians by 2/28/05
      • Details on test availability coming soon
  • Marketing and Sales Programs
    • Competitive Take-Out Programs
    • Upgrade Now
    • Brooktrout Rebate Program
    • And more to come!
  • Sales Tools
    • RF 9.0 Guide to New Features
    • RF 9.0 Features, Benefits and Advantages
    • RF 9.0 Messaging
    • RF 9.0 Sales FAQ
    • Captaris Consultative Selling Reference Guide
    • Tech Support Briefings about New Architecture
  • Collateral
    • Brochures
      • Enterprise Fax and e-Document Delivery Solutions
      • Automating Business Communications
  • Collateral
    • Datasheets and Overviews
      • RightFax Family of Products
      • RightFax Overview
      • RightFax Server Requirements
      • Enterprise Server Datasheet
      • Business Server Datasheet
      • Enterprise Suite Datasheet
      • Microsoft Exchange Module Datasheet
      • Lotus Notes Module Datasheet
      • UIX Datasheet
      • Workflow Wizard Datasheet
      • Web Access Datasheet
      • SecureDocs Datasheet
      • FaxUtil Datasheet
      • Enterprise Fax Manager Datasheet
      • Connector for Hummingbird DM 5 Datasheet
      • Document Management Connector Datasheet
      • Connector for FileNet P8 Datasheet
      • RightFax for SAP Product Offerings Overview
      • RightFax for SAP Solutions Datasheet
      • RightFax for Oracle Product Offerings Overview
      • RightFax for Oracle Datasheet
      • Financial Edition Datasheet
      • Healthcare Edition Datasheet
      • Xerox Datasheet
      • Canon Datasheet
      • MFD Datasheet
      • Top Five Ways RightFax Supports HIPAA Compliance
      • Top Five Ways RightFax Supports Sarbanes-Oxley
      • AND MORE…..
  • Collateral and Presentations
    • Whitepapers and Guides
      • RightFax IBM Lotus Notes White Paper
      • RightFax Microsoft Exchange White Paper
      • RightFax UIX White Paper
      • RightFax SAP White Paper
      • RightFax Oracle White Paper
      • Xerox White Paper
      • Canon White Paper
      • MFD White Paper
      • RightFax 9.0 Guide to New Features
      • RightFax Streamline Guide
      • RightFax SAP Streamline Guide
      • RightFax Oracle Streamline Guide
      • RightFax Financial Services Streamline Guide
      • RightFax Healthcare Streamline Guide
      • HIPAA White Paper
    • Presentations
      • RightFax Server Overview
      • RightFax Add-On Modules
      • Using and Administering RightFax
      • RightFax Email Integrations
      • RightFax UIX
      • RightFax Financial Edition
      • RightFax Healthcare Edition
      • RightFax and SAP
      • RightFax and Oracle
      • RightFax and Xerox
      • RightFax and Canon
      • RightFax and HP
    • Customer FAQs
      • RightFax SAP FAQ
      • RightFax Oracle FAQ
      • RightFax FileNet FAQ
  • Questions?
    • Q &A
  • THANK YOU Please visit our website at www.captaris.com for more information.