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Product Overview Confidential – Property of Prism Software / Prepared for Océ Prism Software
Document Lifecycle
Document Lifecycle
[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Prism Products
[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Markets
Prism Customers
Prism Value to Océ ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Top Solutions Required for Océ ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Solutions Successes Already ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Prism is a Partner Doc Record Doc System Doc Form Doc System Prism provides solutions in 5 out of top 7 categories --  One-Stop Shop ► ► ► ► ► Doc System On a scale of 1 to 5, please indicate the frequency with which various solutions are being asked about, with 1 being “never asked about” and 5 being “asked about frequently.”
Prism Support ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Doc Form
Historically Fragmented Market ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
What’s “Variable”
What’s “Variable” Name & Address
What’s “Variable” Name & Signature Name & Address
What’s “Variable” Name & Signature Graphs Name & Address
What’s “Variable” Name & Signature Barcode Graphs Name & Address
What’s “Variable” Personalized Coupons Name & Signature Barcode Graphs Name & Address
What’s “Variable” Personalized Coupons Name & Signature Barcode Graphs Name & Address Images
Why color “Variable” is Important ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
DocForm’s Personalized Color Lit Prism has literature available for your end user to communicate the power of personalized color printing
Features Found Only in  Doc Form
Primary Unique Features ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
2 User Interfaces to Choose From ,[object Object],[object Object],Print shop interface Standard interface
Integrated Postal Certification ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],End User Lit for Module
Reprint Manager ,[object Object],[object Object],[object Object],[object Object]
Present eForms over the Web ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Present eForms over the Web ,[object Object],[object Object],[object Object],[object Object],[object Object]
Add Electronic Signatures ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Advanced RTF Editing for MS Word ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Variable Image Management ,[object Object],[object Object],[object Object],[object Object],[object Object]
Kiosk Screen to Route Forms ,[object Object],[object Object],[object Object],[object Object],[object Object]
Route Documents Remotely ,[object Object],[object Object],[object Object],[object Object],[object Object]
Many More Unique Features ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Many More Unique Features ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Doc Record
All EDMS Not The Same ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Matching the Right EDMS to MFP Channel Increasing Application Cost Increasing Business Complexity SMB Document Management & Dept. Workflow   Cost  $5K-$50K   ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Matching the Right EDMS to MFP Channel Increasing Application Cost Increasing Business Complexity SMB Document Management & Dept. Workflow   Cost  $5K-$50K   ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],MFP Channel
Matching the Right EDMS to MFP Channel Increasing Application Cost Increasing Business Complexity SMB Document Management & Dept. Workflow   SMB Document Management & Enterprise Workflow Additional Features •  Extensive co. info •  Web content •  Personalization •  Extensive workflow •  Real-time  Collaboration Cost  $50K-$200K  Cost  $5K-$50K   ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],MFP Channel Mid-range VARs
Matching the Right EDMS to MFP Channel Increasing Application Cost Increasing Business Complexity SMB Document Management & Dept. Workflow   SMB Document Management & Enterprise Workflow Enterprise Content Management Additional Features •  Extensive co. info •  Web content •  Personalization •  Extensive workflow •  Real-time  Collaboration Cost  $50K-$200K  Cost  $200K-$3M Cost  $5K-$50K   ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Additional Features • Customer Support • Transactions • Collaboration • Role-Based Workflow • EAI • Advanced Collaboration MFP Channel Mid-range VARs Enterprise VARs
Matching the Right EDMS to MFP Channel Increasing Application Cost Increasing Business Complexity SMB Document Management & Dept. Workflow   SMB Document Management & Enterprise Workflow Enterprise Content Management Additional Features •  Extensive co. info •  Web content •  Personalization •  Extensive workflow •  Real-time  Collaboration Cost  $50K-$200K  Cost  $200K-$3M Cost  $2M-$50M+  Cost  $5K-$50K   ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Additional Features • Customer Support • Transactions • Collaboration • Role-Based Workflow • EAI • Advanced Collaboration Additional Features • Supply Chain Optimization • Procurement Support • E-Market Integration  • Advanced Personalization • EDI, XML, Java • Real-Time ATP • Intranet/Internet/ Extranet Contiguous Enterprise Content Management MFP Channel Mid-range VARs Enterprise VARs Enterprise VARs
Matching the Right EDMS to MFP Channel Increasing Application Cost Increasing Business Complexity SMB Document Management & Dept. Workflow   SMB Document Management & Enterprise Workflow Enterprise Content Management Additional Features •  Extensive co. info •  Web content •  Personalization •  Extensive workflow •  Real-time  Collaboration Cost  $50K-$200K  Cost  $200K-$3M Cost  $2M-$50M+  Cost  $5K-$50K   ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Additional Features • Customer Support • Transactions • Collaboration • Role-Based Workflow • EAI • Advanced Collaboration Additional Features • Supply Chain Optimization • Procurement Support • E-Market Integration  • Advanced Personalization • EDI, XML, Java • Real-Time ATP • Intranet/Internet/ Extranet Contiguous Enterprise Content Management MFP Channel Mid-range VARs Enterprise VARs Enterprise VARs
Documents & the SMB Market
Documents & the SMB Market Sweet spot for pricing -- $5K - $15K $10K - $25K $25K - $35K+ $35K - $50K+
Documents & the SMB Market Sweet spot for pricing -- $5K - $15K $10K - $25K $25K - $35K+ $35K - $50K+
Documents & the SMB Market Sweet spot for pricing -- $5K - $15K $10K - $25K $25K - $35K+ $35K - $50K+ You’ll have over 100 times more opportunity with the smaller companies than the larger companies based on # of firms.
About DocRecord ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Key Features ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Easy to Sell ,[object Object],[object Object],[object Object],[object Object]
Configurations ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Easy to Scale Up ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
DocRecord Desktop Client The DocRecord Desktop Client is the primary means of searching and retrieving files in DocRecord.
Folder Pane Files in DocRecord are organized into folders, which are displayed in a fully customizable tree structure.
Windows Security Security permissions can be set on files in DocRecord for all Windows users and groups, using the familiar Active Directory structure.
Awaiting Commit & Work In Process The  Awaiting Commit  and  Work In Process  folders provide “quality assurance” checkpoints on files coming in from the Automation Server, allowing for manual verification of indexing information before committal into DocRecord.
Index Field Choices Defining choices for a category index field limits the user to a predefined dropdown list of selectable index values.
Check In / Check Out Checking out a document allows the adding of annotations to the document, in addition to ensuring that no two users are attempting to edit the document at once.
Version Control & History Version control and history ensures that no previous versions of documents are lost, and includes the ability to view, purge, and roll back to previous versions.
Basic Search The Basic Search allows for the searching of keywords within any text searchable documents; the search results are then displayed with keyword highlighting and the ability to jump between keyword search hits in the document.
Advanced Search The Advanced Search allows for a variety of different searches, including searching within a category’s index fields.
Bates Stamping DocRecord provides the ability to create and apply a fully customizable Bates Stamp to a set of documents as they are printed out.
Web Searches DocRecord Web Client allows users to access files in DocRecord via a web browser.
Advanced Web Searches DocRecord Web Client users have access to the complete range of search tools that Desktop Client users have, including the Basic Search and Advanced Search.
Web Search Results Documents returned in the Search Results will appear, allowing Web Client users to view documents in their default viewer.
Automation Server The DocRecord Automation Server can be used to watch network shared folders for files coming in (from a scanner or other source), and those files can then be automatically OCR’d, indexed, and sent into DocRecord ready for archival.
OCR Templates OCR templates in the Automation Server can be used to setup zonal as well as full-page OCR regions; that information can then be used to automatically index the files as they are sent to DocRecord.
Automated Splitting of Scans Advanced conditional rules can be defined in conjunction with OCR triggers to handle batch scanning environments, including the intelligent detecting of different types of documents in a mixed batch scan.
Doc Record DocRecord Web Server DocRecord Desktop Client DocRecord Imaging Client DocRecord Print Server DocRecord Automation Server DocRecord API Manual Input • Desktop Manual Input • Web • Scanner • MFP Printer Manual Input • Any   application   can “print”   a file to   DocRecord Auto Input • Web • Scanner • MFP Printer Auto Input • DocForm • DocTransform • DocSystem • 3rd Party App Records stored in Microsoft SQL Server Local network document viewing and retrieval Internet document viewing and retrieval through Web browser
Doc System
[object Object],[object Object],[object Object],Doc System
Workflows Don’t Have to be Hard Most people think creating a workflow looks like this…  confusing and complex.
Doc System ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Doc System ,[object Object]
Doc System ,[object Object]
Process Documents and Files ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Doc System
Simple Pull Down Menus Simple pull-down menus make ‘process items’ selection easy and quick.
Simple Pull Down Menus Simple pull-down menus make ‘process items’ selection easy and quick.
Simple Pull Down Menus Simple pull-down menus make ‘process items’ selection easy and quick.
Simple Pull Down Menus Simple pull-down menus make ‘process items’ selection easy and quick.
Doc System ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Doc System ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Doc System  – How it Works
Doc Transform
Doc Transform  - Overview ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Markets & Industries ,[object Object],[object Object],[object Object],[object Object],[object Object]
Features ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
How it Works
Print Translation
Desktop Client ,[object Object],[object Object],[object Object],[object Object],[object Object]
Questions & Discussion

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Full Prism Solution Overview

  • 1. Product Overview Confidential – Property of Prism Software / Prepared for Océ Prism Software
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  • 10. Prism is a Partner Doc Record Doc System Doc Form Doc System Prism provides solutions in 5 out of top 7 categories -- One-Stop Shop ► ► ► ► ► Doc System On a scale of 1 to 5, please indicate the frequency with which various solutions are being asked about, with 1 being “never asked about” and 5 being “asked about frequently.”
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  • 16. What’s “Variable” Name & Signature Name & Address
  • 17. What’s “Variable” Name & Signature Graphs Name & Address
  • 18. What’s “Variable” Name & Signature Barcode Graphs Name & Address
  • 19. What’s “Variable” Personalized Coupons Name & Signature Barcode Graphs Name & Address
  • 20. What’s “Variable” Personalized Coupons Name & Signature Barcode Graphs Name & Address Images
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  • 22. DocForm’s Personalized Color Lit Prism has literature available for your end user to communicate the power of personalized color printing
  • 23. Features Found Only in Doc Form
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  • 45. Documents & the SMB Market
  • 46. Documents & the SMB Market Sweet spot for pricing -- $5K - $15K $10K - $25K $25K - $35K+ $35K - $50K+
  • 47. Documents & the SMB Market Sweet spot for pricing -- $5K - $15K $10K - $25K $25K - $35K+ $35K - $50K+
  • 48. Documents & the SMB Market Sweet spot for pricing -- $5K - $15K $10K - $25K $25K - $35K+ $35K - $50K+ You’ll have over 100 times more opportunity with the smaller companies than the larger companies based on # of firms.
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  • 54. DocRecord Desktop Client The DocRecord Desktop Client is the primary means of searching and retrieving files in DocRecord.
  • 55. Folder Pane Files in DocRecord are organized into folders, which are displayed in a fully customizable tree structure.
  • 56. Windows Security Security permissions can be set on files in DocRecord for all Windows users and groups, using the familiar Active Directory structure.
  • 57. Awaiting Commit & Work In Process The Awaiting Commit and Work In Process folders provide “quality assurance” checkpoints on files coming in from the Automation Server, allowing for manual verification of indexing information before committal into DocRecord.
  • 58. Index Field Choices Defining choices for a category index field limits the user to a predefined dropdown list of selectable index values.
  • 59. Check In / Check Out Checking out a document allows the adding of annotations to the document, in addition to ensuring that no two users are attempting to edit the document at once.
  • 60. Version Control & History Version control and history ensures that no previous versions of documents are lost, and includes the ability to view, purge, and roll back to previous versions.
  • 61. Basic Search The Basic Search allows for the searching of keywords within any text searchable documents; the search results are then displayed with keyword highlighting and the ability to jump between keyword search hits in the document.
  • 62. Advanced Search The Advanced Search allows for a variety of different searches, including searching within a category’s index fields.
  • 63. Bates Stamping DocRecord provides the ability to create and apply a fully customizable Bates Stamp to a set of documents as they are printed out.
  • 64. Web Searches DocRecord Web Client allows users to access files in DocRecord via a web browser.
  • 65. Advanced Web Searches DocRecord Web Client users have access to the complete range of search tools that Desktop Client users have, including the Basic Search and Advanced Search.
  • 66. Web Search Results Documents returned in the Search Results will appear, allowing Web Client users to view documents in their default viewer.
  • 67. Automation Server The DocRecord Automation Server can be used to watch network shared folders for files coming in (from a scanner or other source), and those files can then be automatically OCR’d, indexed, and sent into DocRecord ready for archival.
  • 68. OCR Templates OCR templates in the Automation Server can be used to setup zonal as well as full-page OCR regions; that information can then be used to automatically index the files as they are sent to DocRecord.
  • 69. Automated Splitting of Scans Advanced conditional rules can be defined in conjunction with OCR triggers to handle batch scanning environments, including the intelligent detecting of different types of documents in a mixed batch scan.
  • 70. Doc Record DocRecord Web Server DocRecord Desktop Client DocRecord Imaging Client DocRecord Print Server DocRecord Automation Server DocRecord API Manual Input • Desktop Manual Input • Web • Scanner • MFP Printer Manual Input • Any application can “print” a file to DocRecord Auto Input • Web • Scanner • MFP Printer Auto Input • DocForm • DocTransform • DocSystem • 3rd Party App Records stored in Microsoft SQL Server Local network document viewing and retrieval Internet document viewing and retrieval through Web browser
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  • 73. Workflows Don’t Have to be Hard Most people think creating a workflow looks like this… confusing and complex.
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  • 78. Simple Pull Down Menus Simple pull-down menus make ‘process items’ selection easy and quick.
  • 79. Simple Pull Down Menus Simple pull-down menus make ‘process items’ selection easy and quick.
  • 80. Simple Pull Down Menus Simple pull-down menus make ‘process items’ selection easy and quick.
  • 81. Simple Pull Down Menus Simple pull-down menus make ‘process items’ selection easy and quick.
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  • 84. Doc System – How it Works
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Editor's Notes

  1. Prism’s products are DocForm, DocSystem, DocRecord, and DocTransform.
  2. The major markets that Prism’s applications are sold into are…
  3. About 1/3 or Prism’s customers are Fortune 1000 customers, government, education, and financial services; and the other 2/3 are regional customers.