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Intelligent Document Capture Ian Pope, VP, EMEA

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1 Intelligent Document Capture Ian Pope, VP, EMEA

2 Company Founded 2010, product shipped Feb 2011, 28 employees Management Executive staff has 80+ years direct capture experience Sales Channel Partner model: 85 approved partners in 16 countries Business Model Open Source model: Subscription for Enterprise Edition; Free for Community (10K+ users in 35 countries) Cloud-Ready Can be used On-premise or as SaaS on Ephesoft’s Cloud Customers Throughout the World, including Spain, UK, USA, NL, Austria, South Africa, Australia, Italy ……………… Fast Facts

3 Capture (scan or Import) Automatic Classification & Separation Data extraction Validation Export (CMIS, XML, etc) Technology stack 100% thin client, 3 tier architecture Leveraging open source tools on the JAVA platform Lucene, Hibernate, Tomcat/JBOSS, MySQL/SQL Express, Tesseract Recostar Professional OCR (OpenText) for Enterprise Edition TWAIN scanner drivers; CMIS import and export Product Overview

4 Ephesoft Solution Social Security # DateAmount Purchase Order # Address 2. Learns from samples 3. Classifies incoming documents and extract data 1. Identifies the categories 4. Outputs metadata to start business process flow PAPER DOCS FAX LOANAPPLICATION IRS 1040 APPRAISALINVOICELETTER

5 Mortgage/Loan Processing - Requires accurate document ID among similar forms & data extraction. Insurance Forms Processing – Signed forms required to purchase insurance policy or start claims. General Mailroom – All document types come into Mailroom/Postroom – need to be quickly classified/separated and delivered electronically to desk top. HR – Process applications/CV’s/Employee Records – Needs to be Secure. Government – Wide variety of docs – Improve response times – Case Management – Records Management. Some Sample Use Cases

6 Ephesoft identifies vendors, & verifies addresses Ensures vendor, product, quantities, and pricing is accurate Table/line-item extraction Integrates with ERP system: o Example is o Ephesoft selected due to low cost with full capabilities, ease of implementation, and ability to scale o Solution saves 100’s of accounting labour hours/month, improves accuracy over manual entry, enables capture of early payment discounts, and eliminates physical storage Use Case Accounts Payable

7 Some Customers!

8 “The most innovative company in Capture.” - Ralph Gammon, editor of Document Imaging Report “Ephesoft will shake up the industry.” - Harvey Spencer, HAS Associates A needed addition to the CMIS community” - CMIS Committee Great reviews from 500+ buyers of the Ephesoft book - What Others Are Saying About Us

9 Old WayEphesoft Way High initial license cost; system could cost $$$Zero initial license; low subscription cost Priced by images & usersNo limits on images and users Proprietary-Vendor Lock-inOpen Source / Open Standards (Lower Risks) Fortune 1000Fortune 50,000 70% Thick Client 30% Thin Client 100% Thin Client On-premises or SaaS (Cloud ready) Runs only on WindowsRuns on Windows and Linux Commercial OCRCommercial & Free OCR No Web Service APIsOnly Capture Company with Web API’s How Is Ephesoft Different?

10 Ephesoft Inc. EMEA office – London Ian Pope, VP Sales & Marketing 44 (0)

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