Ryan Bazler Director, Product Marketing Kofax

Introducing Kofax TotalAgility® Cloud

Agenda

Kofax TotalAgility® Overview

Why the Cloud?

Introducing Kofax TotalAgility® Cloud

What’s New in TotalAgility 7.1

TotalAgility Cloud Architecture Overview

Azure Cloud Overview

Q&A

2

Kofax TotalAgility®

3

TotalAgility provides an essential

connection to

“Systems of Engagement” generate real time,

information intensive communications

“Systems of Record” are enterprise applications designed for internal use

ERP / CRM / LOB

IT & Telecom Infrastructure

ECM & Records

Management

Databases & Other Archives

Transform & Simplify the

Business Critical “First Mile”

of Customer Interactions

Resulting in an

Optimized Customer Experience &

Greatly Reduce Operating Costs

Paper

Faxes

Digital Scanners MFPs/MFDs

Portals

Mobile Devices

MS Office/PDF TIFF / JPEG files

Emails

XML /EDI Data Streams

Kofax TotalAgility Value

4

Improve Information Visibility

Digitize paper for better access

& compliance

Achieve Operational Excellence

Streamline processes to

greatly reduce costs

Increase Customer Intimacy

Establish new levels of

engagement & collaboration

Deliver Total Enterprise Agility

Radically transform &

simplify the First Mile of

customer interactions

Value Proposition

Reduce Operating

Costs

Optimize Customer

Experience

Market Evolution

TotalAgility Key Applications – Smart Process Apps

5

Customer onboarding or account openings Investment account transfers Mortgage & loan applications Trailing documents Financial

Services

Customer onboarding or or account openings New policy quotes Claim submissions Trailing documents Insurance

New patient onboarding Claim submissions Explanation of benefits Trailing documents Healthcare

TotalAgility Key Applications – Smart Process Apps

6

Citizen benefit enrollments Claim submissions License & permit applications & renewals Trailing documents Government

Supply Chain Accounts payable automation Manufacturing Transportation & logistics Wholesale Retail

Other Industries Business process outsourcing Industrial & energy Utilities Telecom

Why the Cloud?

Audience Poll

How are you using the cloud today? Offering services to customers with own infrastructure

Offering services to customers using third-party infrastructure (Amazon, Azure, Rackspace)

Considering offering services in the next 12-24 months

Not considering offering services at this time

Why are you using the cloud?

Why are you not using the cloud?

8

Some Definitions of Terminology

Cloud computing Distributed computing over the internet

Ability to run program/application on many connected computers at same time

9

Source: Wikipedia

Microsoft Azure Cloud

Kofax TotalAgility Cloud

Kofax AP Automation Cloud

Mobile Apps, TotalAgility Thin Client Workspace, etc.

Introducing Kofax TotalAgility® Cloud

TotalAgility Cloud

11

TotalAgility Cloud provides an essential

connection to

“Systems of Engagement” generate real time,

information intensive communications

“Systems of Record” are enterprise applications designed for internal use

ERP / CRM / LOB

IT & Telecom Infrastructure

ECM & Records

Management

Databases & Other Archives

Paper

Faxes

Digital Scanners MFPs/MFDs

Portals

Mobile Devices

MS Office/PDF TIFF / JPEG files

Emails

XML /EDI Data Streams

Transform & Simplify the

Business Critical “First Mile”

of Customer Interactions

Resulting in an

Optimized Customer Experience &

Greatly Reduce Operating Costs

Microsoft Azure Cloud

TotalAgility Cloud Marketecture

System Management MS SQL Database Design Studio Administration

Smart Process Applications

Process Management Predictable & Dynamic Workflows

Services Data

Integration Transformation Mobility BI & Analytics Collaboration Capture Image Capture &

Enhancement Forms Input,

Trailing Documents Collaboration

Alerts, Exception Resolution

Scanners & MFPs, Mobile Devices Web Portals, Faxes/Emails

Electronic Files, XML / EDI , Data

streams

Image Enhancement, Classification,

Separation, Content Extraction,

Extraction Learning Data Validation,

Structured & Unstructured

Process Monitoring Process

Optimization Email Integration

IM/SMS Integration

Near Real Time Analytics

Analytics of TotalAgility Data

Sources

Connectors to 3rd Party Apps

(ECM, ERP, LOB, etc.), Kapow

Katalyst activities, Web Services

Interface

Platform as a Service

Infrastructure as a Service

Applications as a Service

Common Use Cases

Prove out a solution quickly, at low initial cost, compared to standing up an on-premise test/dev system or using a BPO Then deploy to cloud or on-premise

Prove out and deploy a solution without consuming IT resources or CAPEX budget

Kofax partners Use as a training and demo tool

Resell the Kofax service (authorized partners only)

Offer your own service

13

Features and Benefits

Unified platform in the cloud

Rapid prototyping and deployment

Avoid capital expenditures

Low startup costs

Improved IT utilization

Avoid software upgrades

Unified legacy system integration

Certified security, reliability and business continuity

Flexible deployment options

Subscription-based pricing

14

TotalAgility Deployment Options

15

Platform

Cloud-based

Infrastructure

Deployment Options

License Type

Support

Managed infrastructure

TotalAgility 7.1 TotalAgility Cloud

Customer supplied

No Yes

Dedicated

Perpetual One year subscription

Separate support contract Included

No Yes

Dedicated Infrastructure Multi-tenant

Dedicated Shared

Dedicated Tenancy Multi-tenant

Cloud

Use Case End customer software

BPO, service bureaus/centers

End customer service

End customer service

On-Premise

Offering

What’s New in Kofax TotalAgility® 7.1

What’s New in TotalAgility 7.1

Single import/export integration server Reduce integration TCO for importing and exporting

Kofax Analytics for TotalAgility now available on-premise and in the Cloud Make informed, effective decisions sooner, and gain insight to optimize processes

Offer TotalAgility as a service to multiple customers or departments Avoid the need to install, configure, manage and maintain TotalAgility systems for each

customer or business unit

New Kapow Katalyst data integration activity type Make processes more efficient and intelligent by leveraging outside data sources

High speed remote scanning Link TotalAgility servers across geographically disparate sites to increase remote scanning

throughput

17

TotalAgility Integration Server

18

TotalAgility Cloud provides an essential

connection to

“Systems of Engagement” generate real time,

information intensive communications

“Systems of Record” are enterprise applications designed for internal use

ERP / CRM / LOB

IT & Telecom Infrastructure

ECM & Records

Management

Databases & Other Archives

Paper

Faxes

Digital Scanners MFPs/MFDs

Portals

Mobile Devices

MS Office/PDF TIFF / JPEG files

Emails

XML /EDI Data Streams

On-Premise Integration Server

Kofax Analytics for TotalAgility® – On-Premise and Cloud

19

TotalAgility On-Premise Multi-Tenancy

20

BPO, Service Bureau, Shared Service Center

Customer or Dept 1

Customer or Dept 2

Customer or Dept 3

Customer or Dept 4

Customer or Dept 5

Customer or Dept 6

Virtual Machine in the Cloud

Hardware or Virtual Machine On-Premise

Kapow Katalyst™ integration

21

Single End-to-End Customer Facing Business Process

Customer

Configure data integration activities as steps in the process

Read, aggregate, validate against outside data sources Automate manual, data-rich sub-processes as part of a larger end-to-end process

Leverage customer and competitive info available on the web

Aggregate data from many other internal systems and use in the main process

Validate captured data against aggregated data results

Kapow Activity Kapow Activity

Other New Features

High-Speed Remote Scanning

TotalAgility servers linked across geographically disparate sites for high-speed remote scanning

Assign workload in any server arrangement

New capture activity: “send to another TotalAgility system”

Leverages Kofax Reporting’s built-in capabilities to collect data across different sites

Central license server for licensing, with backup license server capability

Thin Client Validation Enhancements

Customizable interface, two-monitor support, multi-image thumbnail panel, batch editing shortcut keys for move, split, merge

Mobile Enhancements

New controls and events in the forms designer for enhanced mobile user experience

Usability Enhancements

Enhanced process design with emphasis on “consume” experience being more context sensitive

22

Kofax TotalAgility® Cloud Architecture Overview

TotalAgility Cloud Architecture

24

Azure Storage

TotalAgility “Live” Azure Cloud Service - hosts multiple tenants for “Live”

deployment

Azure Web Role (1 role, multiple load balanced instances, at least 2 for SLA)

Azure Worker Roles

(4 roles, multiple instances, at least 2 per role for SLA)

TotalAgility “Dev” Azure Cloud Service - hosts multiple tenants for “Dev”

deployment

Azure Web Role (1 role, multiple load balanced instances, at least 2 for SLA)

Azure Worker Roles

(4 roles, multiple instances, at least 2 per role for SLA)

Process/Form Designer, Forms Workspace, Transformation Designer

KSMS Server - public VM hosted by customers in Azure or

other web hosting provider

SQL Azure Tenant Databases

(one database per Tenant, with

separate Live, Dev and Reporting

schemas)

SQL Azure Master Tenants Database

(stores Tenant configuration data, connection strings)

Table Storage (stores diagnostic and

Reporting data)

Blob Storage (stores Document data)

Queue Storage (stores Reporting data)

HTTPs

HTTPs

TotalAgility Cloud Architecture

TotalAgility Cloud Service – hosts multiple tenants

Web Role (multiple load balanced instances, at

least 2 for SLA)

Multi Tenant IIS Website

Core Worker Role (multiple instances, at least 2 for SLA)

- performs automatic activities, monitoring, job archiving/scheduling

for each tenant

Reporting Worker Role (multiple instances, at least 2 for

SLA) - transforms reporting data from Reporting Staging DB schema to Main DB schema for each tenant

Cache Role (multiple instances, at least 2

for SLA) - caches tenant data for server

settings, business calendar

Transformation Server Worker Role

(multiple instances, at least 2 for SLA) - performs document separation, classification, extraction, image

processing for each tenant

Tenant databases and Master Tenant database

Azure Storage (Table, Queue, Blob)

Tenant Management IIS Website

TotalAgility Cloud Architecture

2 Azure Cloud Services – “Live” and “Dev”

Each cloud service has 5 Azure roles (1 Web role, 4 Worker roles)

Each role has 2 VM instances for Azure SLA of 99.95% up-time; if a VM goes down, another is automatically spun up

Total VM instances = (5 * 2) * 2 = 20

Customers given two URLs, one for Live and one for Dev

Import/export data between the deployments using TotalAgility Designer

SQL Azure

1 tenant database per tenant (max size 150GB); stores processes, jobs, activities, forms, documents, folders, reporting data.

Contains 4 DB schemas: Main Live, Main Dev, Reporting Staging Live, Reporting Staging Dev

1 master tenant database: stores tenant config data and connection strings

Data automatically replicated 3 times

TotalAgility Cloud Architecture

Azure Storage

Table storage – stores diagnostic data for each tenant and in-transit reporting data

Queue storage – stores reporting data to be processed

Blob storage – stores runtime document binary data; each tenant uses separate container

Data automatically replicated 3 times

Currently using 1 storage account for all tenants; maximum storage account size 200TB; future requirement to allow multiple storage accounts to be configured

Transformation Designer

Installed locally on client machine and configured to point to TotalAgility Azure Tenant URL

Kofax Search and Matching Server (KSMS)

Connect to on-premise KSMS server, or host KSMS server and make it publicly available to the internet

Azure Cloud Overview

Modern platform for the world’s apps

Cloud OS

Our Vision: To deliver a consistent cloud application hosting experience on all Microsoft-powered clouds providing customers with a common user experience, cloud-optimized services, consistent APIs, and unified development tools.

COMPUTE STORAGE NETWORKING BUSINESS INTELLIGENCE DATA API

managed automated usage based

economics elastic always up. always on.

hybrid open

flexible

New

Existing +

hybrid

Other Service Providers

Your Data Center

Windows Azure

• Web Apps • Virtualized Workloads • Cloud Services

Windows Azure Web Sites

EXECUTION ENVIRONMENT

CLOUD ENABLED SERVICES

HOSTING OPTIONS

WEB

Windows Virtual Machines on Windows and Azure

VIRTUAL

Windows Azure Worker Role Windows Server w/ .NET 4.5

40 million registered IDs

476 million unique users

120 billion call minutes (Q1)

50 million Office Web App Users

on track to be one of Microsoft’s fastest

growing offers ever

60 million people storing documents

4.3 billion searches (Oct 2012)

10,000s+ customers 100s+ every day

36,000 customers (60%+ online)

Microsoft Cloud Experience: By the numbers

Windows Store open in 120 countries

TotalAgility Cloud Recap

34

Q&A

For further information, please contact:

Ryan Bazler Director, Product Marketing, Kofax Phone: +1-949-783-1352 Email: Ryan.Bazler@Kofax.com