Loren Phillips Regional Sales Manager KnowledgeLake

leaders challengers

visionaries niche players

(ab

ility

to

exe

cute

)

(completeness of vision)

IBM

Microsoft

Oracle

EMC

Open Text Autonomy

Day Software

Alfresco

SpringCM

Perceptive SAP

LaserFiche Saperion

Xythos

Siav Newgen

Xerox

Hyland Software

E:/OnMyHardDrive/NotInSharePoint/GrowingEveryDay/ WhenILeaveYouWillNotFindWhatYouNeedInThisMess/ SomeOfTheInformationRelatesToContractsWorthBig$$ToOurCompany

Email Inbox - Outlook

Email Distribution Lists

File Cabinets

Challenge of

Managing Paper Documents

Challenge of

Managing Electronic Documents

Challenge of

Managing Business Processes

Everyone

Participates

Easy to Use

Enterprise Ready

Globally over 2 million licensed users

First vendor to adopt SharePoint since 2003 SharePoint Imaging since 2003

KnowledgeLake is a Fujitsu Group Company 170,000+ employees in 70 countries Annual revenue in excess of $50B

Familiar experience that is natural to the way people work today

Office like interface helps user adoption

Features only turned on when needed

Crawl-Walk-Run • Manual • Barcode • Advanced Capture

And so much more!

Expose Capture via desktop for transactional content • Office and desktop • Rapid save and index to

SharePoint • Auto application of

retention policies

Increases user adoption

Customer Profile

Island Savings Credit Union is a fast-growing, full-service financial institution on Vancouver Island in British Columbia. It is based Duncan, B.C., and has about 57,000 members.

Overview

The KnowledgeLake ECM solution has dramatically improved Island Savings’ operations. It has helped improve the internal mortgage approval processes, resulting in an improved customer experience.

› BUSINESS CHALLENGES

› Paying $100,000 annually for physical storage of its documents

› Paying $50,000 per year to purchase paper

› Lacked standardized document management and business processes

› Movement of documents between offices was costly and slow

› KNOWLEDGELAKE BENEFITS

› Improved Processes, Better Member Experience

› Return on Investment in Eight Months

› Increased Business without Increasing Personnel

Customer Profile

Total Community Options has affiliated companies in the Denver area that provide services to senior citizens to help them stay in their homes or communities as they age.

Overview

Deploying a KnowledgeLake ECM solution on the Microsoft SharePoint intranet is helping TCO achieve its goal of leaner, more efficient operations in its new facility.

› BUSINESS CHALLENGES

› Rooms full of paper documents

› Need to improve workflows by making it easier to find documents

› BENEFITS

› Helps Enable a Streamlined Business Model by reducing demands on physical space

› Easier Access for Remote, Mobile Workers

› Centralized Control of Documents

Brokerage Firm Westbrook Conversion 40 million images

Manufacturing Documentum Conversion

Human Resources FileNet Imaging and COLD Conversion

Health Insurance FileNet Imaging Conversion

University Stellent Conversion

Distributor Optika Conversion

Oil & Gas FileNet Conversion

Ease of Administration

Consistency for Paper and Electronic content

Taxonomy planning – think departmental but plan for the Enterprise!

System Consolidation

Migration strategies

Connect

• Capture E-documents From Desktop, Outlook And Also Drag-n-drop • Accurately Index Documents • Release Into SharePoint Libraries • Complete Process In Just 2-clicks!

Capture

• Scan Paper Documents With Desktop, Departmental And Production Scanners • Index Documents • Release Into SharePoint Libraries

Server

• Capture From Office Copiers, Multi-function Devices, Fax Servers And Network Scanners • Index And Scan Via Web Browser • Automate PDF, OCR Conversion

Imaging

• Database Lookup & Index Automation • Perform Exact Relevance Searches With Any Combination Of Index Values • Central Enterprise Indexing Schema • Zero-footprint Image Viewer

loren.phillips@knowledgelake.com