Technology Market Trends Understanding ECM Agenda Company Background Technology Market Trends Understanding ECM FileNet ECM Product Strategy Why you should consider P8 Key Points: We’ve developed this agenda for you based on the key drivers and challenges we just discussed Our objective during this presentation is to discuss the paradigm shift from the current view of ECM to the new view of ECM that includes Content, Process, Connectivity, and Active content, all of which we will explain At the end we will discuss some of our successes and next steps for moving forward Confirmation Questions: Does this agenda meet your objectives?

FileNet Background Founded 1982 400MM Revenue 23% Earnings returned to R&D 378MM Cash – NO Debt - 1600 Employees 4100+ Customers 81 of Fortune 100 400+ Partners

Business Drivers Relentless quest for competitive advantage How can I… Be smarter, faster, better, cheaper How can I… Be more responsive? Extend my reach? Further reduce my operating costs and cost per transaction? Manage issues before they become problems? Leverage and extend my existing infrastructure investments? Ensure compliance and reduce exposure to risk Sarbanes Oxley,SEC17A, HIPAA, Paper Elimination Act, Six Sigma initiatives

Other Market Trends… Movement from best of breed to single comprehensive vendor solutions Vendor/Systems consolidation – portfolio evaluation Compliance and risk management driving the need for visibility and control Account for how & why decisions are made Corporate growth strategies require more agile and adaptable business applications Organizations making Enterprise decisions …buying departmentally with enterprise view Market Demand for Platform Independence and movement to SOA J2EE, .NET, Web Services

ECM Technology Consolidation IDM Content Technologies RMM VCM WCM Enterprise User Integration: Application / Portals / Collaboration Consolidated Platform: ECM Process & Connectivity Technologies WF EAI BPA BPM

Traditional View of ECM: Content Management Manage all types of content (paper, images, HTML, rich media) and their associated lifecycle Document Management Secure authoring, indexing, versioning and presentation/publishing of technical and/or legal documents Imaging Consolidated storage and access of data-intensive static images and print stream data. Also includes forms capture and processing (OCR/ICR) Key Points: The traditional view of ECM is all about “The Content”. It includes: Web Content Management Content Management Document Management Imaging The problem is that managing content is just one dimension when addressing the real needs of business.

Conventional View of ECM Evolution of CM and ECM Conventional View of ECM Images Print Output EMAIL Audio Docs B.A.R. Web Content Technology that provides a means to… Create, capture Manage, secure Store, retain, destroy Publish, distribute Search, personalize Present, view, print …unstructured digital content Traditionally, Content Management is thought of as the ability to manage many different types of assets. As time progresses, the type and complexity of these assets that organizations must manage grows in an effort to better serve consumer demands. There’s structured, unstructured, complex and compound documents, streaming media, email – the list goes on. At the center of a Content Management solution is a Really Big Repository. This repository is designed to manage all of these various types of assets with content storage and retrieval at the top of list. Now, the market is evolving into a more encompassing solution known as Enterprise Content Management (ECM). The Meta Group has defined ECM as technology that provides a means to create, manage, store, publish and present unstructured content. So, ECM covers more than just content storage and retrieval. There is a lifecycle for content and the idea here to be able to address the complete content lifecycle for any asset type.

The Challenge… The simple management and delivery of content does not provide sufficient value to organizations Content and data must be shared across applications, business processes and organizational boundaries to increase responsiveness and knowledge Enterprises demand a platform that maximizes the value and performance of existing resources by automating underlying business processes and decision making Key Points: As you look to meet the challenges noted earlier, it is important to realize that just managing content is simply not enough. There is much more going on that needs to be considered and managaged Content and data need to be shared across these organizational and application boundaries to improve responsiveness For optimal business performance, enterprises demand the ability to automate decisions in how content is utilized and processes are carried out.

FileNet ECM Enterprise Content Management: Combining Content, Process, and Connectivity to drive Business Value Our ECM solutions allow customers to build and sustain a competitive advantage by managing enterprise content, automating and streamlining their business processes, and simplifying their critical and everyday decision making.

ECM Critical Success Factors Key Points: When looking at ECM…yes, it is important to make sure you can account for and manage all the types of content and associated applications we just discussed… ECM = Content, Process and Connectivity

FileNet P8 An integrated framework for ECM applications Unified content, process, connectivity Single, highly scaleable ECM infrastructure Creates highly agile applications Focused on Customer Priorities: Provides fusion of Content and Process management with core Business applications and systems

Content Collaborate Create, access, and manage Web Pages Forms Electronic Documents Print Output Collaborate Create, access, and manage Structured and unstructured Photos, Graphics, Video Paper Documents & Files Search Lifecycle management Enterprise wide Enterprise Applications (Invoices, Statements, etc.) Email Archiving Let’s begin with the elements involved in ECM - it begins with content: Discuss key activities that ECM enables around content. Fax Secure Meta Data ENTERPRISE WIDE