What’s New for 2013 Steve Allen CEO, iDatix Corproation

What’s the Plan for the Future? Sharpen Our Focus Expand Sales and Marketing eForms BI Progression Enhancements SaaS Cool Stuff! Success

Strategic Roadmap Methodology  What are the industry Gaps and Drivers? (Look for Opportunity, Set Vision)  What do our Clients Need?  Utilize the Industry Experts for input  How do we compare with the industry?  What gaps should we fill as they pertain to our industry/specialty focus?  Are we implementing technology that leaps ahead of our competition?  How do we balance our roadmap with checkbox equalizers?  What might change the roadmap?  How do we leverage limited resources?

Product Roadmap Process  Strategic Roadmap Methodology ● Production Vision ● Roadmap Mix  Strategy  Client Drivers ● Industry Evaluation  Client Review  Round Table Review  Forrester and other Expert Review  Product Current Status Evaluation ● Set 1 Year Goals  Establish Long Term Vision and Roadmap ● What does the future hold?

The Roadmap Funnel > 5% 50%25% 20% Prospect Drivers Strategic Technical Debt Client Drivers Releases Service Packs Custom

Current Functionality Assessment

Current Functionality – BPM Breakdown

Drives New Features and Functionality  Composition Environment ● Development Usability ● Project Container ● Version Control ● Debugging ● Performance Testing ● Solution Frameworks  User Experience Development ● Multichannel Support ● Mashup Capabilities  Integration Components ● Events ● Process Data Management ● Database Adapters ● Portal Integration  Business Rules Management ● Rule Repository ● Rule Definition ● Rule Availability ● Rules Management ● Rules Integration  Workflow Logic ● Workload Balancing ● Skills-based Routing ● Dynamic Subprocesses  Product Architecture ● Virtualization ● BPM SaaS  Process Modeling ● Modeling Components ● Web Based Modeling ● Import/Export Options  Optimization ● Predictive Analytics ● Process Simulation ● Automated Discovery ● Recommendations  Repository ● Authorization Controls ● Deployment Model ● Audit Trail ● Governance Controls  Work Management ● Configurable Worklists ● Process Guidance Wizards ● Advanced Monitoring  In Flight Modifications ● In flight process migration  Process Intelligence ● Analysis Workbench ● Data Aggregation ● Alerts  Social Interaction ● Embedded Social Components ● 3 rd Party Social Connectivity ● Calendars

Set Targets, Goals, Focus and Priorities

Core LOB Operations and Integrations  Predefined Integrations with Core Applications ● NetSuite ● SAP ● Great Plains, Dynamics ● Lawson ● JDA ● EPIC  Data Containers within iSynergy and Progression  Hierarchal Documents, Data and Content (Information)  More Options to Drive and Automate the Process

Information at the Core of Business LINE OF BUSINESS APPLICATIONS ERP Share Point AP/A R HRCRM Custom & Industry Specific iDatix Solutions CAPTURE………STORE ……… PROCESS ……… DISPLAY ……… REPORT INFORMATION ORGANIZED INTEGRATED ACCESS VIA CLOUD, MOBILE OR NETWORK SUBJECTS Product Customer CaseEmployee Service INTERACTIONS ACCESSIBLE ACTIONABLE EXECUTIVE ▼ ______________ VIEW / WORK MANAGER ▼ ____________ __ VIEW / WORK WORKER ▼ ____________ __ VIEW / WORK

Its About Information  Integrating Actionable Data  Interactive Manipulation  Multi System Views and Updates  Supporting Analytics  Travels with the Flow of Work  Rules that Drive the Process  Creative Control of the Process DataContent

So What Does it Look Like?  No More Applications  You will define ALL Documents  Documents can Contain Data  Documents can Contain Documents “Members”  Data may or may not be Indexes  With Membership Comes Privileges  Document Data is Live and Interactive  What’s Missing?

Enhanced Search Flexibility  Searches will be more Refined  You will have Dependent Index Values  More Flexible Saved Queries  Easily Hide or Show Relevant Search Fields

Amazing Results!

More INFORMATION

Document / Data View

Traditional View

Keep Cases Handy

Documents are Where They Need to Be

You know what needs to be done

Case History

Thank you!