ECM for Apps Partner Overview Bob Crossman VP E2.0 NATO

Agenda Oracle ECM Strategy ECM for Apps Problem & Solution ECM for Apps Design & Packaging ECM for Apps Integrations Resources Questions? 2

Oracle Content Management Strategy Oracle ECM Strategy ECM for Applications & Middleware Best of Breed ECM Leverage Database & Middleware Consolidation & Federation ECM for Apps is one of our key sales plays for FY10, and over the next few months you’ll see a lot of increased activity in this area, with a new Siebel adapter release, and upcoming releases for PeopleSoft and E-Business Suite. One of the reasons why apps integrations are so important for our business and a cornerstone of our ECM strategy, is that they present a unique opportunity for us in the marketplace. When you look at where Stellent traditionally excelled, it was in the areas of being a best in class ECM solution, with consolidation and federation being its key differentiators. As a part of Oracle, these remain important focus areas, but more emphasis is now being placed on the left hand side of the diagram, on the value of integrating ECM with Oracle technologies brings to our customers. The reason for this is simple; we are the only solution on the market that is able to offer customers content management and applications from one vendor, on one platform, with an integrated product direction. As time progresses, and we see the release of Fusion Applications, this value will become increasingly apparent and provide a clear competitive advantage in the market. 3 3

Why ECM for Apps? Business processes are driven by content… Marketing and Brand Management Project Management Secure Research & Collaboration Information Privacy and Protection Production Marketing Secure Deal Collaboration HR Sales Policies & Procedures Contract Management IT Stepping back a bit, let’s take a look at the value proposition of content-enabling applications. When you look at the processes that run through an organization, many of them are driven by, or heavily dependent upon unstructured content. From Finance, to Human Resources, to Legal, to Sales and Marketing, all aspects of an organizations business have to deal with managing content through a business process. However, most of the systems and business applications that support these processes don’t provide for integrating content within the context of their operations. As a result, departments look for finding ways to map content to their processes, which usually don’t fit the natural flow of tasks. Email, file servers, application file storage systems, workspaces, or even a continued reliance on paper documents have all been used in conjunction with business applications to varying degrees of success, but all feature their own set of limitations that are consistent with typical ECM business pains. Legal IT Project Management Regulatory Compliance Finance Accounts Payable Board of Directors Claims Processing 4 4

ECM for Apps Drivers Higher departmental costs: Real estate and shipping for paper storage and transportation Low productivity and increased errors due to manual processes Costly to comply with corporate audits Slower operations: Can’t attach content to workflows for escalations and approvals Hard to collaborate on content (share/review/edit) Hard to find content when you need it Lack of content integrity to efficiently re-use across other applications, websites Low visibility into process bottlenecks Headaches for IT: Application file systems have scalability, performance limitations Costly and complex to integrate “point” solutions with applications Hard to keep up with the user demands for content-enabled apps The result of the inability to manage content within the context of business applications and processes leads to a number of issues; From a departmental level, it results in higher costs and slower operations, and for IT, it presents a number of headaches. I’ve listed a few of them here, but they’re pretty much the drivers we see for companies looking to image-enable their financials or HR systems, or for companies looking to integrate content within their CRM systems, or attach documents to workflows with order management, and so forth. If you’re familiar with our sales plays in I/PM for E-Business Suite or ECM for Siebel, you’ve seen this kind of stuff before. 5 5

Oracle ECM for Apps Increase the agility of business processes Reduce document storage and shipping costs by eliminating paper from high transaction processes Streamline operations with advanced in-context information management for line-of-business users Free up user resources from manual search and retrieval and audits to spend on more valuable tasks Ease collaboration and communication within and beyond the enterprise using library services, web publishing and workflow Increase process visibility with real-time dashboard views So, from a departmental level, the value of Oracle ECM for Apps really comes from being able to reduce costs and streamline operations. Getting rid of paper results in itself results in immediate savings, but it’s really in the area of process efficiency where much of the market is focused now. The ability for Oracle ECM to provide a centralized repository for all application-related content, surface it within the context of a business application, where it can be modified and collaborated upon, and then send it off via workflow for review and approval, ends up saving valuable time in the course of operations. So, in an area like accounts payable, we see processing times cut in half, which means not only that employees are more productive which saves labour costs, but it also means that the financials department lowers it operational costs by being able to take advantage of things like vendor discounts. These types of metrics are the same whether it be employee on-boarding in HR, event planning and execution in Marketing, or contract management in Sales. 6

Oracle ECM for Apps One platform content-enables all applications Enterprise-wide: One content repository supports all applications Open and Integrated: Standards-based, productized integrations Complete: End-to-end, single vendor process automation Strategic: Built in line with Oracle Applications product strategy Finance HR Sales For IT, Oracle ECM for Apps provides the ability to simplify IT infrastructure, maximize existing investment, and have the peace of mind of knowing that they’ve made a strategic investment. With a centralized ECM platform to content-enable all apps, IT can use a shared services model to integrate content within a wide array of apps to meet specific use cases, but centralize the administration. So, it no longer needs to worry about integrating and managing a variety of point solutions that integrate with departmental apps, which add system complexity and make it difficult to strategically plan long term for infrastructure expansion. Oracle ECM for Apps also offers an end-to-end, single vendor solution for applications, content management, and process automation, simplifying vendor maitenence and support, and providing the knowledge that they’re well set up for Fusion Applications and Applications Unlimited, with Oracle ECM providing the content engine for those releases. CONTENT MANAGEMENT

Oracle ECM for Apps Momentum

<Insert Picture Here> Use ECM to Fire Up Business Processes Forrester Research, 2008 “With its Stellent acquisition, Fusion, and enterprise apps footprint, Oracle stands to take a large share of ECM integration to support the enterprise application needs of organizations.” 9

ECM for Apps Integrations Use cases Attachments: Replace native application attachment document stores View and attach documents associated with application entities Provide enterprise class scalability and functionality Leverage application content throughout the enterprise Examples: call centers, employee records (reviews, benefits) Imaging: Automate paper-based processes Provide imaging, capture, workflow and document task processing High document routing and mark-up requirements Examples: Accounts payable, time & expense management, order management, employee onboarding, etc... There are two use case scenarios how we approach the market with our apps integrations. First, is ad-hoc attachments, which is the use case which you often see in front-office operations such as sales, marketing, call centers, and some HR functions. Here, the use case is centered around lower volumes of content that are being produced by a small number of people, but sometimes consumed by a wider audience. In this case, we may also be replacing a native file store that once was adequate, but as business needs have changed, has not kept up with user and IT requirements. The second use case is around high volume document processing. This is really for back-office, heads down operations, where the whole objective is to process content that usually starts in paper form as fast and efficiently as possible. Workflows tend to be more complex, with more emphasis on routing and exception handling. You see this use case in financial operations, employee and student on-boarding and order management. 10 10

ECM for Apps Approach Application Extension Framework & Adapters Objective: Provide a generic integration with business applications enabling customers to content-enable any application module Solution: Application Extension Framework (AXF) Lightweight infrastructure designed to enable access to content and content-centric workflow tasks to easily extend the functionality of business applications Application Adapter for AXF Generic meta-data driven plug-in for each application that passes user context and associated metadata to AXF Our approach to solving these different business problems is to release a set of application-specific adapters based upon a standardized application extension framework, that are open and customizable to a specific customer use case. So, the AXF can be viewed as the infrastructure piece that enables the plumbing, or adapter to connect the application system and Oracle ECM. 11

AXF/Application Adapter Design Seamless UI Experience Bring content to the business application Reduce training and process change impact on users Loosely Coupled Back-end Minimize application footprint Provide configurable integrations to reduce customizations There are 3 main value statements around our integration design: The first is based on a seamless UI experience, where the user is exposed to content within the context of their normal operations and within the context of the business application UI. This is a key selling point for departmental users, and an expectation about how content management should be exposed to them; in many ways, they don’t want to know that their leaving their application environment. We attempt to support this experience as much as possible. As opposed to a tightly-integrated front-end, we approach back end integration oppositely. Here we use a loosely-coupled approach, leveraging web services to minimize hard coding between the two systems. The expectation here is that an ECM system should not impact the management of the application environment, to ensure system integrity and present minimal disruptions for maintenenance and upgrades. Finally, we provide a productized, supported integrations based on open standards, so that there is less ongoing reliance on services, which is something we see in competing point ECM solutions, and customers have the ability to extend and customize their systems as they see fit. Productized, supported integration with Oracle Applications Componentized solution built on standards Productized, not Customized

Application Adapter Releases Out Now E-Business Suite Adapter for ECM (Imaging and Attachments for Forms apps) PeopleSoft Adapter for ECM (Imaging) Siebel Adapter for ECM (Attachments) CY 2009 PeopleSoft Adapter for ECM (Attachments) CY 2010 JD Edwards Adapter for ECM (Imaging and Attachments) E-Business Suite Adapter for ECM (Imaging and Attachments for OAF/HTML apps) Siebel Adapter for ECM (update) 13 13

ECM for Apps Pricing Oracle Content Management Application Adapters: $20k/CPU (based upon ECM CPUs running the Adapter) Server Licenses: X I/PM or UCM?  ECM Suite: One SKU provides comprehensive ECM infrastructure for all content-centric business needs: Attachments Imaging Workflow Web Content Management Records Management Etc. Finally, just a bit on packaging and pricing. The price for the upcoming adapters will remain consistent with the E-Business Suite and Siebel Adapters, at $20k per ECM CPU running the Adapter. One thing that is important to note is that with the upcoming release of I/PM 11g, the issue we’ve had about which technology to go with should no longer be a key concern. The value we are presenting to the market is a platform for content-enabling Oracle applications, and now that our ECM platform will be consolidated, the direction is to promote ECM Suite as the licensing option, and then work out which integration to show the customer based on their use case. The strategic value for customers is in purchasing the Suite, as it provides the ability to content-enable any Oracle Application they choose, and can support the widest variety of use cases. 14 14

<Insert Picture Here> ECM for Apps Imaging 15

EBS & PSFT Adapters for Oracle ECM Imaging Solution Can support any PSFT application or any forms-based EBS app Key imaging markets include: Financials: Accounts Payable, Accounts Receivable, Expense Management Adapter augmented by customizable solution templates Human Resources: Employee On-boarding, Benefits Adapter workflow configurations provide most required functionality Campus Solutions (PeopleSoft): Student On-boarding, Financial Aid Image enablement integration can be provided through configuration (similar to HR solution) Certified with PeopleSoft 9.0 / PeopleTools 8.49 and E-Business Suite 11.5.10 and 12.1 Attachments solution for PeopleSoft will be delivered by end of CY09 16

Tightly Integrated User Experience One-click access to imaged documents Oracle I/PM is launched from Application UI to: Retrieve associated images Access work lists Resolve exceptions etc. Once imaged documents have been committed to I/PM, I/PM then pushes them through to Oracle E-Business Suite with whatever metadata have been attached to documents via the capture process. With the I/PM integration, native E-Business Suite UI functions are leveraged to ease user adoption and accelerate processing. For example, to call up an invoice via the Payables Workbench, icons such as the zoom key or the paperclip attachment are used to expose the image. Additional menu items can be added to the Workbench UI such as ‘Search Vendor Documents’, which exposes the I/PM concept of Saved Searches, where all imaged documents with shared criteria will be available for access from one virtual folder. For example, if you search on a vendor name, it will display all documents stored in I/PM; invoices, contracts, purchase orders and so on. The final piece of UI integration comes by way of a task viewer and a task list to work through lists of images such as invoices. It includes process related and exception handling commands to facilitate faster and more efficient processing; these commands are provided via out-of-the box solution templates that are fully customizable based on a specific customer use case. We’ll cover more about these solution templates when we look at the E-Business Suite Adapter for I/PM.

Secure Annotations & Redactions Oracle I/PM Viewer Browser plug-in and zero foot print viewers Annotate any content Markups individually secured. Enforce redactions No changes to original document Supports 400+ formats When an invoice image is opened up via E-Business Suite, it launches the I/PM Viewer. The Viewer is a web-based application that enables you to view, annotate and mark-up images. You can highlight, make sticky notes, add redactions and so forth. These mark-ups are stored as layers on top of the native document that is stored in the I/PM repository. So, the original document remains untouched. These layers are also secured with the ability to relate them to permissions, which helps to adhere with corporate compliance guidelines. For example, information concealed by redactions can be made viewable only to those who are AP managers, but not clerks. Secure annotation layer Document render layer

Exception Handling Workflows Accelerates Financial and HR processes Augment native processes with both automated and human workflow steps Routed by task assignment to the right person Triggered by email notification Automatic rules-based re-assignment, delegation or escalation if needed Oracle IPM includes a restricted use license of the Business Process Management Suite. This includes the BPEL Process Manager, which complements the existing workflows available in Oracle E-Business Suite, but does not replace or duplicate functionality. So, for example in Oracle Financials Release 12 you have workflows for coding and distributions and approvals of invoices, so we don’t replace that. Instead, I/PM will handle the front-end workflow of getting the invoice into the Financials system, and from there the Financials workflow can take over. However, earlier releases of Oracle Financials don’t have as advanced workflow capabilities, and here I/PM will step in to cover those gaps in task assignment, routing and approvals.

Real-Time Process Monitoring Customizable dashboard views Real-time metrics available to managers for staffing decisions and workload shifting: Visibility into in-flight processes at the individual and aggregate level View types including real-time lists, charts and KPIs Business user friendly: - Configurable rules/alerts - User created dashboards (No programming needed) Through it’s integration with Oracle Business Activity Monitoring, I/PM offers real-time visibility into financial processes. Leveraging BPEL’s integration with BAM, sensors can be input along workflows to trigger reports and provide dashboard views of key metrics via BAM’s highly customizable UI. For business managers, it’s a valuable tool to gain insight into bottlenecks, and be able to take action to ultimately reduce cycle times.

E-Business Suite & PeopleSoft Adapters Imaging Solution List tasks, perform tasks Access images I/PM VIEWER EBS / PSFT UI APPLICATON ADAPTER EBS / PSFT SERVER I/PM WEB SERVER & BPEL Let’s take a look how the Adapter works. Accounts payable clerks often have to search for invoices submitted by a particular vendor – the clerk enters the vendor information into the PeopleSoft Payables Invoice Workbench and executes the search. The scanned invoice is accessible via the PeopleSoft UI. Organizations can also secure the integrations – exposing different menus to different PeopleSoft responsibilities. Clicking on the menu item executes a search in Oracle I/PM passing the supplier number of the selected invoice as the parameter to the search. The search returns all the correspondence, such as contracts or W9s, or invoice images that have been received from this supplier. The documents are opened in the Oracle I/PM viewer allowing the user to annotate the document if necessary e.g. to post a note about an incorrect address. The search that is executed as well as the mapping between the record information that is being displayed and the search parameters in Oracle I/PM is configured via the Adapter. This approach allows additional searches to be made available e.g. during invoice data entry the organization may also want to be able to search for all invoice images from a vendor that have the same invoice number to validate whether a new invoice is a duplicate or a re-submission. Send async events (e.g. invoice saved, invoice paid) Complete tasks and update index values

<Insert Picture Here> ECM for Apps Attachments 22

E-Business Suite Adapter for Oracle ECM Attachments Solution Ad-hoc attachments: Replace native application attachment document stores View and attach documents associated with application entities Provide enterprise class scalability and functionality Leverage application content throughout the enterprise Supports any forms-based E-Business Suite application, but… Imaging solution is better suited for Financials / some HR processes Key focus markets for attachments: Procurement Contracts Order Management Asset Management Employee Records Case Management Account Opening Certified with E-Business Suite 11.x, 12.0.4+, 12.1.1+ 23

EBS Adapter for ECM - Attachments Easy access to attachments stored in UCM Managed Attachments UI is launched from EBS to: View/Edit Attachments Check-in, Scan, etc.

EBS Adapter for ECM - Attachments Document Management functionality for EBS users Check-in and attach content Auto-convert to PDF, HTML, TIFF View attachments and metadata Edit documents using native apps Automatic versioning upon save Update metadata Attach existing UCM content Detach content Delete attachment revisions Invoke content-centric workflows Publish content to web sites, portals Access content via desktop integration

EBS Adapter for ECM - Attachments Scanning with Oracle Distributed Document Capture The solution also provides an integration with ODDC … this enables EBS users to do ad-hoc scanning and attaching to EBS entities any documents they receive in paper form. Document Classification is mapped to Scan profile via configuration and allows scanning at different resolutions or color settings for different document types without user intervention. The ODDC web interface allows image manipulation as well as indexing, with the ability to pre-fill index values passed over from EBS, or facilitate database lookups for picking index values, etc… the scanned image is then sent to UCM and automatically attached to the EBS entity from which the user invoked the Scan operation. Document Classification Maps to Scan Profile Scanned Image Indexing before Automated Check In to UCM and Attachment to EBS

Siebel Adapter for ECM Seamless access to content from within Siebel Siebel Files attachment screens provide view of ECM content Inline viewing of documents in Oracle ECM from within Siebel Access to Siebel content via desktop applications Desktop integration provides folder access to Siebel content managed in Oracle ECM from Windows Explorer, MS Outlook, and Lotus Notes Broad suite of ECM services applied to Siebel content RM, DAM, WCM, Imaging, Archiving > ‘Managed Attachments’ iFrame displayed from within the Siebel UI UCM check-in dialog launched from button within Managed Attachments >

Seamless UI Integration Advanced ECM functionality from within Siebel Check-in and attach content Auto-convert to PDF, HTML, TIFF View attachments and metadata Edit documents using native apps Automatic versioning upon save Update metadata Attach existing UCM content Detach content Delete attachment revisions Invoke content-centric workflows Publish content to web sites, portals Access content via desktop integration

Siebel Adapter for ECM Scanning with Oracle Distributed Document Capture The solution also provides an integration with ODDC … this enables Siebel users to do ad-hoc scanning and attaching to Siebel entities any documents they receive in paper form. Document Classification is mapped to Scan profile via configuration and allows scanning at different resolutions or color settings for different document types without user intervention. The ODDC web interface allows image manipulation as well as indexing, with the ability to pre-fill index values passed over from Siebel, or facilitate database lookups for picking index values, etc… the scanned image is then sent to UCM and automatically attached to the Siebel entity from which the user invoked the Scan operation. Document Classification Maps to Scan Profile Scanned Image Indexing before Automated Check In to UCM and Attachment to Siebel

Siebel Adapter for ECM Search and retrieve attachments User requests details on a contact from Siebel SIEBEL CRM 1 SSO 2 Siebel returns integrated view back to the user 4 Siebel iFrame component passes URL with search parameters to UCM 3 UCM returns page with list of context related attachments UCM

Siebel Adapter for ECM Add attachments 1 User clicks on the attachment tab in a Siebel contact SIEBEL CRM Siebel BC present UCM page within iFrame in the Siebel interface. Page includes button to add new attachment 2 3 User clicks “New”, which sends a request to UCM Siebel iFrame component passes URL with search parameters to UCM SSO UCM sends check-in screen directly to end user 4 5 User enters additional metadata and checks in the new attachment UCM

<Insert Picture Here> ECM for Apps Resources 32

Oracle ECM for Apps Sales Kit Now Available: ECM for Apps E-Business Suite Adapter for ECM: Imaging - Financials ECM for Siebel: Sales | Marketing | Call Center | IT PeopleSoft Adapter for ECM: Coming Soon: Attachments Imaging - HR Case Management http://ias.us.oracle.com > ECM > Sales Kits

Questions? Bob Crossman Robert.crossman@oracle.com Tara Palmieri tara.palmieri@oracle.com 34