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© Copyright Karomi 2009
Karomi Overview


 Corporate Overview
 •     In the market since 2003
 •     Headquartered in Chennai, India with Global Partners in the US,
       Middle-East, Africa and Latin America
 •     Ongoing partnerships with innovative technology partners in the
       Healthcare, Financial Services, Manufacturing, Telecom, and
       Enterprise product verticals
 •     Dedicated team of Product Developers and Implementation /
       Professional Services.
 •     Over 10,000 user licenses deployed


     Karomi develops products and solutions that address the knowledge
                 management requirements of an organization




                                                                         2
Geographic Reach



                                                               UK


                                        Minneapolis, MN, USA
                                                                              Saudi Arabia

                                                                                        New Delhi, India
                                                                                                   Kolkata, India
         Guadalajara, Mexico
                                                                            Mumbai, India

                                                                                                Chennai India

                                                                                 Kenya




                                                         Corporate Headquarters
                       #1 Manikodi Sreenivasan Nagar, Akar’s Tech Park, Chennai – 600 004, India| Phone: (+91)(44) 29780170


                                Sales Office                                       Partner Network
                               Chennai, India                                       India                 Mexico
                               New Delhi, India                                     Saudi Arabia          USA
                                                                                    Kenya                 UK



© Copyright GlobalLogic 2008                                                                                                  3
Clients




          4
Products

       Document                            Workflow                         Application
      Management                            BPM                              Builder
Enterprise level system that    Business Process Automation           A development platform where
manages the entire life-cycle   product that helps organizations      users can build web-based
of the document. Includes:      streamline their business workflow.   applications without writing
• Scanning                         • Process designer                 code.
• OCR                              • eForm Designer                      • Web 2.0 interface
• Meta-data                        • Business Activity Monitoring        • Enterprise Portal
• Version Control                    (BAM)                               • Content Management
• Workflow                         • Reporting and Charting              • Document Management
• Search                           • Dashboard                           • Workflow
• Retrieval                        • Integration with LOB                • Alerts
• Archiving                          applications                        • External system
                                   • Built-in Alerts, Reminders             integration
                                     and Escalations




                                                                                                     5
DMS Overview




               6
Features


Capture
          • Scanning, OCR, Indexing, Barcode, Imaging
          • Upload File
          • Create File online

Document Lifecycle
      • New File, Check-in, Check-out, Publish
      • Archive, Back-up
      • Version control

Access control
       • Read, Write, Update, Full-control
       • User, Group, Role and Meta-data based access
       • Repository, Folder and Document Level access control

Meta-data Management
        • Meta-data Form builder, Any type of data-type
        • Link meta-data to external Databases and applications
                                                                  7
Features


Indexing
        • Manual Indexing using Meta-data fields
        • Automatic document content indexing
        • Automatic indexing using OCR fields

Search
         • Free-text search in document content
         • Meta-data search

Document viewer
      • Multi-format viewer
      • Annotation capabilities
      • Document comparison

Digital Rights Management
         • Permit/Disable Print, Save, Cut-Copy-Paste
         • Password protect, Watermark, Header/Footer, Banner
         • Set view expiry date

                                                                8
Features

Store
         • User-defined hierarchy
         • Multiple Repositories
         • Meta-data storage

Collaboration
        • Add / View Comments
        • Annotations and Markup
        • Distribution and Subscription

Workflow
       • Serial and Parallel workflow support
       • Built-in alerts and escalation
       • Workflow monitoring and status reporting

Audit Logs
        • Audit logs of all actions
        • Filtered by document or user by date

                                                    9
Features

Integrations
         • Desktop Integration – Use DMS from within Windows
         Explorer
         • MS Office Integration – Use DMS from within Word,
         Excel, PowerPoint
         • Email Integration – Outlook plug-in to archive emails into
         the DMS directly from Outlook
         • WebDAV Integration – WebDAV based client tool for
         DMS access


ERP Integration
        • Integrates easily with SAP
        • Integrate with any external application using Web
        Services, API or custom pages




                                                                        10
Document Scanning




                    11
Directory Browsing




   Customizable document hierarchy, Support for any type of file

                                                                   12
Uploading Documents




               Uploading documents


                                     13
Document Properties




      Version Control, Security, Audit Logs, Approvals
                                                         14
Security




           Folder and Document security



                                          15
Content Search




             Content Search
                              16
Meta-Data Search




              Meta-data search


                                 17
Distribution list




           Distribution list, subscription, approver list


                                                            18
Document Annotation




                      19
Workflow / BPM
  Overview




                 20
Features

eForm Builder
       • Drag-and-drop eForm builder
       • Set mandatory fields and validations
       • Auto-populate fields
       • Auto-generated reference number
       • Attach documents of any type
       • Add comments
       • Calculations and Formula builder
       • Populate drop-down from external database

Process Builder
       • Graphical Process builder
       • Set business rules for routing
       • Serial and Parallel routing support
       • Alerts, Reminders and Escalation
       • Email triggers
       • Link multiple forms to same workflow
       • Support for sub-process
       • Integrate to external systems
                                                     21
Features

Process Monitoring
       • Inbox, Outbox for all users
       • Track status of all workflows
       • Tracking view with workflow information
       • Search and filter within views
       • Drill-down to view process history and eforms
       • Security – See only workflow where you are involved

Reporting and Dashboard
        • Report builder for analyzing data
        • Report security
        • Summary, Grid and Chart reports
        • 15 different chart types
        • Drill-down option in charts
        • Configure dashboards




                                                               22
Workflow Designer




                    23
e-Form Designer




                  24
Process Monitoring




                     25
Dashboard




            26
Business Solutions




                     27
Solutions

Document Management
               - Usage: Scan, Archive, Search & Retrieve
               - Usage: Employee Record Management
               - Usage: Invoice Management
               - Usage: Legal Document Management
               - Usage: Engineering Drawing Management
Digital Asset Management
               - Repository of Images, Documents, Audio, Video
               - Thumbnails, Previews
               - Download, Re-purpose, Transform, Convert
               - Customizable Meta-data and tagging
               - Full text OCR of scanned documents
               - Extensive search features
               - Workflow to manage Creative Agency jobs
               - Target: Corporate Communications
               - Target: Marketing and Brand Management
                                                                 28
Solutions

Artwork Management
             - Artwork Repository (Version control, security)
             - Artwork Approval workflow, alerts, escalations
             - Annotation tool, Measurement tool
             - Artwork Image Comparison, Text comparison
             - Barcode, Pharmacode, Braille recognition
             - Target: Pharmaceutical Companies
             - Target: Food / Beverages Industry
             - Target: Consumer Goods (FMCG)

Contract Management
             - Contracts, Agreements, Licenses (Fire, Food, etc.)
             - Contract Approval workflow, alerts, escalations
             - Expiry alerts
             - Target: Legal Departments of Companies
             - Target: Logistics and Supply Chain companies
             - Target: Retail Store chains for License Mgmt
                                                                    29
Solutions

Project Document Control
             - Drawing Management
             - Incoming and Outgoing Transmittals
             - Document Numbering and Status Tracking
             - Master Document Register
             - Distribution Matrix and Alerts
             - Document Approval
             - Target: Construction companies, Oil and Gas
             - Target: Green field projects, Energy Sector

Quality Management System (QMS)
              - ISO Document Control
              - Audit Management
              - NC tracking
              - Corrective and Preventive Action (CAPA)
              - Target : General Manufacturing, Food, Beverages
                                                                  30
Solutions


      Corporate                       Quality              Manufacturing

• Contract Management        • Quality DMS (ISO)        • Engineering Drawing
                                                        Management
• Leave Management           • Audit Management
                                                        • Engg. Change Request
• Travel and Expense         • Non-Conformance
                             Management                 • New Product Development
• Patent & Copyright
Mgmt.                        • Corrective and           • Kaizen Process
                             Preventive Action (CAPA)
                                                        • Customer Complaint

      Marketing                      Finance                Construction

• Digital Asset Management   • Capital Exp. Mgmt.       • Drawing Management
(DAM)
                             • Vendor Payment Process   • Correspondence Mgmt
• Packaging Artwork
Management                                              • Transmittals

• Marketing Automation

                                                                                    31
Thank You!




© Copyright Karomi 2009

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Karomi Dms And Workflow

  • 2. Karomi Overview Corporate Overview • In the market since 2003 • Headquartered in Chennai, India with Global Partners in the US, Middle-East, Africa and Latin America • Ongoing partnerships with innovative technology partners in the Healthcare, Financial Services, Manufacturing, Telecom, and Enterprise product verticals • Dedicated team of Product Developers and Implementation / Professional Services. • Over 10,000 user licenses deployed Karomi develops products and solutions that address the knowledge management requirements of an organization 2
  • 3. Geographic Reach UK Minneapolis, MN, USA Saudi Arabia New Delhi, India Kolkata, India Guadalajara, Mexico Mumbai, India Chennai India Kenya Corporate Headquarters #1 Manikodi Sreenivasan Nagar, Akar’s Tech Park, Chennai – 600 004, India| Phone: (+91)(44) 29780170 Sales Office Partner Network Chennai, India India Mexico New Delhi, India Saudi Arabia USA Kenya UK © Copyright GlobalLogic 2008 3
  • 5. Products Document Workflow Application Management BPM Builder Enterprise level system that Business Process Automation A development platform where manages the entire life-cycle product that helps organizations users can build web-based of the document. Includes: streamline their business workflow. applications without writing • Scanning • Process designer code. • OCR • eForm Designer • Web 2.0 interface • Meta-data • Business Activity Monitoring • Enterprise Portal • Version Control (BAM) • Content Management • Workflow • Reporting and Charting • Document Management • Search • Dashboard • Workflow • Retrieval • Integration with LOB • Alerts • Archiving applications • External system • Built-in Alerts, Reminders integration and Escalations 5
  • 7. Features Capture • Scanning, OCR, Indexing, Barcode, Imaging • Upload File • Create File online Document Lifecycle • New File, Check-in, Check-out, Publish • Archive, Back-up • Version control Access control • Read, Write, Update, Full-control • User, Group, Role and Meta-data based access • Repository, Folder and Document Level access control Meta-data Management • Meta-data Form builder, Any type of data-type • Link meta-data to external Databases and applications 7
  • 8. Features Indexing • Manual Indexing using Meta-data fields • Automatic document content indexing • Automatic indexing using OCR fields Search • Free-text search in document content • Meta-data search Document viewer • Multi-format viewer • Annotation capabilities • Document comparison Digital Rights Management • Permit/Disable Print, Save, Cut-Copy-Paste • Password protect, Watermark, Header/Footer, Banner • Set view expiry date 8
  • 9. Features Store • User-defined hierarchy • Multiple Repositories • Meta-data storage Collaboration • Add / View Comments • Annotations and Markup • Distribution and Subscription Workflow • Serial and Parallel workflow support • Built-in alerts and escalation • Workflow monitoring and status reporting Audit Logs • Audit logs of all actions • Filtered by document or user by date 9
  • 10. Features Integrations • Desktop Integration – Use DMS from within Windows Explorer • MS Office Integration – Use DMS from within Word, Excel, PowerPoint • Email Integration – Outlook plug-in to archive emails into the DMS directly from Outlook • WebDAV Integration – WebDAV based client tool for DMS access ERP Integration • Integrates easily with SAP • Integrate with any external application using Web Services, API or custom pages 10
  • 12. Directory Browsing Customizable document hierarchy, Support for any type of file 12
  • 13. Uploading Documents Uploading documents 13
  • 14. Document Properties Version Control, Security, Audit Logs, Approvals 14
  • 15. Security Folder and Document security 15
  • 16. Content Search Content Search 16
  • 17. Meta-Data Search Meta-data search 17
  • 18. Distribution list Distribution list, subscription, approver list 18
  • 20. Workflow / BPM Overview 20
  • 21. Features eForm Builder • Drag-and-drop eForm builder • Set mandatory fields and validations • Auto-populate fields • Auto-generated reference number • Attach documents of any type • Add comments • Calculations and Formula builder • Populate drop-down from external database Process Builder • Graphical Process builder • Set business rules for routing • Serial and Parallel routing support • Alerts, Reminders and Escalation • Email triggers • Link multiple forms to same workflow • Support for sub-process • Integrate to external systems 21
  • 22. Features Process Monitoring • Inbox, Outbox for all users • Track status of all workflows • Tracking view with workflow information • Search and filter within views • Drill-down to view process history and eforms • Security – See only workflow where you are involved Reporting and Dashboard • Report builder for analyzing data • Report security • Summary, Grid and Chart reports • 15 different chart types • Drill-down option in charts • Configure dashboards 22
  • 26. Dashboard 26
  • 28. Solutions Document Management - Usage: Scan, Archive, Search & Retrieve - Usage: Employee Record Management - Usage: Invoice Management - Usage: Legal Document Management - Usage: Engineering Drawing Management Digital Asset Management - Repository of Images, Documents, Audio, Video - Thumbnails, Previews - Download, Re-purpose, Transform, Convert - Customizable Meta-data and tagging - Full text OCR of scanned documents - Extensive search features - Workflow to manage Creative Agency jobs - Target: Corporate Communications - Target: Marketing and Brand Management 28
  • 29. Solutions Artwork Management - Artwork Repository (Version control, security) - Artwork Approval workflow, alerts, escalations - Annotation tool, Measurement tool - Artwork Image Comparison, Text comparison - Barcode, Pharmacode, Braille recognition - Target: Pharmaceutical Companies - Target: Food / Beverages Industry - Target: Consumer Goods (FMCG) Contract Management - Contracts, Agreements, Licenses (Fire, Food, etc.) - Contract Approval workflow, alerts, escalations - Expiry alerts - Target: Legal Departments of Companies - Target: Logistics and Supply Chain companies - Target: Retail Store chains for License Mgmt 29
  • 30. Solutions Project Document Control - Drawing Management - Incoming and Outgoing Transmittals - Document Numbering and Status Tracking - Master Document Register - Distribution Matrix and Alerts - Document Approval - Target: Construction companies, Oil and Gas - Target: Green field projects, Energy Sector Quality Management System (QMS) - ISO Document Control - Audit Management - NC tracking - Corrective and Preventive Action (CAPA) - Target : General Manufacturing, Food, Beverages 30
  • 31. Solutions Corporate Quality Manufacturing • Contract Management • Quality DMS (ISO) • Engineering Drawing Management • Leave Management • Audit Management • Engg. Change Request • Travel and Expense • Non-Conformance Management • New Product Development • Patent & Copyright Mgmt. • Corrective and • Kaizen Process Preventive Action (CAPA) • Customer Complaint Marketing Finance Construction • Digital Asset Management • Capital Exp. Mgmt. • Drawing Management (DAM) • Vendor Payment Process • Correspondence Mgmt • Packaging Artwork Management • Transmittals • Marketing Automation 31
  • 32. Thank You! © Copyright Karomi 2009