Office Manager Integrated Document, Contact and Schedule Manager Office Productivity for the rest of us

Slide 2 Contents 1.What is Office Manager? 2.Who is it for? 3.Design Features 4.How it Works 5.Platform & Development 6.Summary

Slide 3 What is Office Manager?  A broadly based, cost-effective platform of horizontal industry applications on which integrated vertical solutions may be built  A single- or multi-user application for managing all of a person’s or organisation’s documents and other critical data  A tool for enhancing personal productivity and enterprise efficiency and security Conceptually: An integrated Document Manager, Contact Manager, Group Schedule Manager and More

Slide 4 What is Office Manager?  Secure - Office Manager provides record-level access control managed by group and/or by individual user  Browser- based – the client workstation needs a modern browser and no more  Fast – Office Manager delivers SQL response data to the browser virtually instantaneously Operationally: Available as a monthly online Subscription Service (ASP model)

Slide 5 Contents 1.What is Office Manager? 2.Who is it for? 3.Design Features 4.How it Works 5.Platform & Development 6.Summary

Slide 6 Who can use Office Manager? Anybody who needs to manage their documents efficiently is a prospective user of Office Manager (especially if they want to manage their contacts, appointments and tasks in an integrated environment)  Work Groups who need to share a single data store  e.g. company department, project teams. ( SMEs are Workgroups!)  Single Users especially those who travel for business  e.g. “one-man-band” entrepreneurs, researchers, journalists  Enterprises who can use the group and personal record linking to fine tune security but have the entire company using a single data store  Charities Even charities can afford Office Manager

Slide 7 Who must use Office Manager? The Prime Target Market for Office Manager is any person, company, government department, institution or other organisation who or which: must serve data, especially documents, on a time-sensitive basis to its clients, customers or members or the public needs to identify archived documents rapidly and retrieve them reliably may be called upon to prove that it has discharged its duty of care or performed its professional obligations and understands the importance of investing in the resources and enforcing the disciplines needed to create the library.

Slide 8 Contents 1.What is Office Manager? 2.Who is it for? 3.Design Features 4.How it Works 5.Platform & Development 6.Summary

Slide 9 Core Design Elements The strength and speed of Office Manager lie in its simplicity of design and function enhanced by the intelligent application of cutting edge technical resource  Unique Entities  The Office Manager data structure represents the common objects of commercial life as unique entities each of which is only recorded once and linked to other Entities without a hierarchical structure  Power Search  Even with hundreds of thousands of records to search, enter a word or a part word in the Power Search box and only those records show that include that string. Enter up to 6 words to hone your search. Core Design Elements :  Find-Link-Jump  The multi-dimensional relational links you create in Office Manager allow you to jump with a single click to any Entity that interests you

Slide 10 Strength in Simplicity  Prime Entities  These are the basic building blocks of commercial and management vocabulary: Person, Org, Address, Venue, Project, Resource & Concept  Link Entities  Real things that only exist as a relationship between two Prime Entities: Relatives, Residents, Branches, Affiliates, Executives 4 Entity Types:  Doc Entities  Everything important to do with managing documents: Author, Addressee, Project/File, Custodian, Bundles etc.  Action Entities  The tools to help you manage your life: Events, Tasks and Notes The classic, simple structure of Office Manager allows for easy creation of Custom Entities

Slide 11 Entities Reflect Life

Slide 12 Document & Action Entities

Slide 13 Contents 1.What is Office Manager? 2.Who is it for? 3.Design Features 4.How it Works 5.Platform & Development 6.Summary

Slide 14 Technical Structure Data Store Backup Browser on Client Internet mySQL/SQLServer Website Data Engine PDA (Future) HTTP ColdFusion Server SSL/Firewall One way to implement office Manager – over the Internet

Slide 15 How it Works Internet, VPN or Leased Line Laptop Single User Secretary Desktop User Contractors Enterprise Data Centre ColdFusion mySQL or SQLServer Unique Data Store Offman Data Centre Unique Data Store Office LAN Suppliers Clients

Slide 16 Activity Cycle Link Any Document or Action Entity to any Prime Entity or Document and follow your train of thought single click by single click Find exactly the document or data you need instantly Track tasks and note performance Enter Enter and Manage Contacts, Documents, Events, Tasks, Notes, Calendars and Alerts Track task performance Retrieve Print lists and bundles for litigation discovery, completions, due diligence, meetings etc Find-Link-Jump Output A Classic Activity Cycle

Slide 17 Benefits to the Customer Find individual records from 1,000s in seconds Single-click jump to the record you want Follow your train of enquiry across boundaries Reduce time wasted searching for lost data Data Integrity Improve Customer Satisfaction Everybody sees the same data Eliminate synchronisation problems Avoid duplication of data Respond to client’s needs faster Allow client secure access 24/7 Reduce costly attendance time Enhance Efficiency & Productivity

Slide 18 Contents 1.What is Office Manager? 2.Who is it for? 3.Design Features 4.How it Works 5.Platform & Development 6.Summary

Slide 19 Broad-based Platform Horizontal Market Applications Prime Module and Action Module Vertical Market Solutions Company Secretarial Lawyers Package Mixed Modules Prime Entities, Documents, Tasks, Events, Notes, Calendars, Alerts Accounting, Affiliate Tracking, Membership Custom Modules

Slide 20 Contents 1.What is Office Manager? 2.Who is it for? 3.Design Features 4.How it Works 5.Platform & Development 6.Summary

Slide 21 Our Place in the Market Integrated Management of n Contacts and Prime Entities n Documents n Actions Events Tasks Notes Calendars and Alerts n Custom Entities Data Singularity Store Once Access Randomly (SOAR) Everybody works on a single set of data: Everyone is always up to date Eliminate synchronisation problems Find-Link-Jump n Power Search n No hierarchies/folders n Single-click jump to Entity: Prime Document Action Anywhere Any time Anyhow n Browser and internet connection n 24/7/365 n Your Server or Ours Offman Online monthly subscription Office Intranet/Extranet Laptop or desktop n Low starting cost A Unique Combination of Features

Slide 22 Conclusion Just Log On! Office Manager Integrated Contact, Document and Schedule Manager Has the potential to be a disruptive technology creating a new horizontal platform for productive management of personal and enterprise contacts and documents integrated with vertical industry applications of all kinds and for all purposes