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2. 2 Captaris Workflow Microsoft SharePoint User Group 16 May 2006

3. 3 Agenda ► Intro to Captaris ► What is Workflow? ► Build vs. Buy – Assessing a Workflow Tool ► Demonstration ► Coming Soon… Workflow 6.0 ► New Horizons – Workflow 7.x

4. 4 Captaris Workflow Alchemy ► ► Document Centric,.NET Workflow Tool ► ► Automates & Streamlines Business Processes ► ► Records Management and Data Archiving ► ► Compliance-based solution RightFax ► ► World-wide Market Leader in Enterprise Fax & e- Doc Delivery ► ► Deep Integrations with Leading Enterprise Software Solutions Captaris Product Offering

5. 5 Captaris Workflow

6. 6 Workflow Definition ► Business has repeatable daily business functions: ► purchase order approvals ► expense claim submissions ► sales orders ► Documenting the flow of these functions ► Progression ► business rules ► assignment

7. 7 Why Workflow? Common Scenarios ► Process improvement (pain points / bottle necks) ► Approval process – repetitive or duplicate efforts ► Compliance (ISO, SOX) ► Decision Transparency ► Employee, Customer and Supplier tie-in ► Knowledge transfer (retention)

8. 8 Assessing A Workflow Tool Build vs. Buy

9. 9 Assessing a Workflow Tool – The Must-Have Checklist for Successful Workflow Implementation 1. The workflow tool must Provide BOTH SIDES of the Workflow Equation 2. The tool must Enable the END USER in all FOUR functional areas 3. The workflow tool must have INTEGRATION FLEXIBILTY 4. The tool and the vendor must clearly define the SCALABILITY + FLEXIBILITY Model

10. 10 #1 - Good Workflow Tools Are Two Sided

11. 11 #2 - Acknowledge the End User USER Flexibility Knowledge Workers Interface Flexibility | Participation in Design Process Designers IDE | Wizards | Components | Open Platform | Model-Run Administrators TCO Reduction | AD Synch | Standards | Visual Mapping Business Managers BAM | Escalation | Process ROI Management

12. 12 #3 - Integration Capability ► Accessibility ► Integration Components ► XML ► Open Platform ► ‘A workflow tool that cannot easily integrate, with flexibility, into enterprise architecture and applications will not provide long-term competitive benefits to an organization…’ WFMC SharePoint CMS Integration BizTalk InfoPath Outlook RightFax

13. 13 #4 - Scalability and Flexibility Model ► Users ► Processes ► Servers ► Infrastructure Architecture ► Pricing

14. 14 i.e. Captaris Workflow Components SharePoint Office InfoPath CMS MBS BizTalk Captaris Workflow Captaris Workflow Wizards Workflow IDE Visual Studio VB.NET Developers Information Workers Administrators Business Managers RightFax Exchange Webforms Information Workers WebService XML

15. 15 DEMO

16. 16 Captaris Workflow 6.0 Coming soon…

17. 17 Captaris Workflow 6.0 ► New Technology & New Workspace for Developers ► Microsoft Visual Studio 2005 Development Canvas ► Adoption of Microsoft Technology ► (.NET 2.0, SQL 2005, Visual Studio 2005) ► Provide developers with very robust environment

18. 18 IDE (Business Analyst Development Canvas) ► Drag & Drop ► Low Code solutions ► Leverages Custom Actions REVISON REQUIRED

19. 19 Visual Studio 2005 (Development Canvas) Drag and Drop Workflow Code in VB or C# Access Custom Actions Template to Build Custom Actions Debug, break points, code edit Reference databases, Web Services, other applications

20. 20 Workflow Simulation 2.0 ► New Units concept ► Expand to include sub processes ► Track Revenue ► ROI Analysis ► Compare Sessions

21. 21 Captaris Workflow 7.x Looking forward to new horizons

22. 22 Engine Persists Tracking Timers Workflow Objects Captaris Workflow 6.0 Process Data Workflow Design Windows Workflow API Timelines Roles User Interfaces Engine Captaris Workflow API System Activities Captaris Workflow 7.0 Captaris Custom Activities   Build custom activities layer on top of Windows Workflow that parallels Captaris workflow objects such as task, event, web form.   Implement Persistence and Tracking services that redirect workflow activity to our current database.   Build extended windows workflow sdk around windows workflow Captaris.Workflow.Simulation Captaris.Workflow.Runtime. Captaris.Workflow.Design Captaris Workflow 7.x (2006 - 2008) Business Analyst Developer Info Worker Business Analyst Developer Info Worker

23. 23 Thank You kevingrobler@captaris.com