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®

Presented by

Stephen Ayoub PO Box 20094

Tampa, FL 33622-0094(813) 259-9444

www.ControlYourInfo.comemail: stevea@controlyourinfo.com__________________________________

Master Developers, Inc. (MDI)

An Information Management Company(Formerly, DMS, Inc. d/b/a Document Management & Support)

ERMElectronicRecords Management

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Company History

• Master Developers, Inc. Founded 1994

• Services Small Companies to Fortune 1000 Clients Nationally

• 1999 Tampa Bay Business Journal “Book Of List” Rank Top

Service Companies

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Presenting…

The ONE and Only ONE

ONE Application

ONE Module

ONE Window

ONE Point for All Functionality

ONE Day Installation

ONE Hour User Training

ONE Price for Number of Licensed Users

NO Competition

CONTROL Information Management System ©Imaging – Content Management (ECM) – Workflow – Collaboration - Records Management (ERM)

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CONTROL® … Cost

Product Users Cost Per User

Control Complete System 1 $1,500

Control Complete System 5-9 $1,250

Control Complete System 10-24 $1,000

Control Complete System 25-49 $800

Control Complete System 50-99 $500

Control Complete System 100-200 $350

Installation Included

Control Maint., Support and Upgrades 1 Year Included

Training 1 Day Initial Install Included, additional training @

$1500/day plus expenses

Software Maintenance (After 1st Yr.) Per Year 18%

Amazingly, Control cost a fraction of all other products on the

market today.

No “scan” licenses or per-click capture OCR fees.

Records Lifecycle(Aiim)

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CONTROL INFORMATION MANAGEMENT SYSTEM ®

 

CONTROL® is “module-free.” Everything (production-level

image capture and indexing - w/OCR, document management,

records management, workflow, web browser interface) is

included and it all runs out of a single main window.

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CONTROL® … Repository

 

CONTROL® is a centralized on-line repository into which users

scan, index and store a wide variety of electronic documents. It

manages all the documents it contains, internal and external,

and routes them through the organization based on established

business rules (workflow).

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CONTROL ® … Setup

 

Pre-tested turnkey setup

All functions of Control can be setup and tested in the comfort of

the vendor’s own office. Every custom system configuration can

be thoroughly stress tested under production conditions without

client participation or oversight. Setup and revisions will be

quick, stress-free and pleasant for both the vendor and the

client.

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CONTROL ® … Technology

  

CONTROL’s multi-tier architecture leverages Microsoft's

document and document management technologies with

the .NET 3.0 platform. The modular and layered design utilizes

scalable data sources at the lowest tier while providing

extendible user client interfaces from rich client Windows

Presentation Foundation (WPS) and XMAL to thin client Internet

access and Web Services at the higher tiers.

Additional 200 pages of technical manual available upon request

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InformationInformation

“Organizations recognize that information represents the lifeblood in running their business, and networks represent the veins and arteries.” Richard R. Roscitt AT&T Solutions Outsoursing Practice

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The Content Management Crisis

• Unstructured content is growing at 92% CAGR (Enterprise Storage Group)

• Typical office worker spends 40% of time looking for information

• Professionals spend over 500 hrs. annually reviewing and routing files

• Another 150 looking for incorrectly filed documents

• U.S. cos. $25-35B annually filing, storing and retrieving paper (IDC)

• By 2004, organizations will maintain 30 times more data than in 1999 (Gartner)

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Heighten Demand for Document Imaging

• Corporate scandals– Wrongful accounting practices– Records management fraud

• New regulatory bodies and guidelines

• Compounding existing regulatory bodies and guidelines

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Content Exists in Numerous Formats

Most of today’s records start out in electronic form…

• Graphics• Electronic Word &

Spreadsheets• Email & Faxes• Audio Clips• Streaming Media (Video)• Web Content

Non Electronic Records…• Incoming Correspondence• Signed Documents• Handwritten Notes

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Volume of Paper(PricewaterhouseCoopers Study)

• Average organization:

– Makes 19 copies of each document

– Spends $20 in labor to file each document

– Spends $120 in labor searching for each misfiled document

– Loses 1 out of every 20 documents

– Spends 25 hours recreating each lost document

– Spends 400 hours per year searching for lost files

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Impact of IT Disasters on U.S. Companies

43% did not reopen after a disaster & 29% more closed within 3 years.

93% that suffered a significant data loss went out of business within 5 years.

Source: Disaster Recovery Journal

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U. S. Regulations

• Government Paper Elimination Act

• HIPAA• Gramm-Leich-Bliley• Sarbanes-Oxley• The Interagency

White Paper on Sound Practices to Strengthen the Resilience of the U.S. Financial System

• Patriot Act• SEC 17a3-4• Federal Rule of

Litigation Discovery

• DoD 5015.2-STD/DITSCAP

• FDA• Fair Standards Act

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Classification

Systematic identification and arrangement

of business activities and/or records into

categories according to logical structured

conventions, methods, and procedural rules

represented in a classification system

Source: ISO 15489

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Compliance & Audit Trails

Document Management: checkin/checkout, versioning, content types, document metadata, offline

Workflow: business process for real people, review/approval, light-weight process customization, high-end workflow development

Policy and Compliance: Records Management, expiration, IRM protection, auditing

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Define Best Practices for Worldwide Data Management and Security

• Regulations define mandates regarding data:– Accessibility– Security– Protection– Privacy– Long-term storage

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Imaging Is All About….

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Document Technologies Market Revenue

The total revenue opportunity for suppliers of software, hardware, maintenance and services

is expected to grow to

more than $51 billion in the year 2007, and

$28 billion for Software alone.Gardner Group

There are no market limitations for Document Management Software.

Any and all Companies need this business process to compete in today's environment, provide disaster protection, as well to be in

compliance with government regulations.

Banking – Mortgage – Legal – Medical - Government – Education – Pharmaceutical – Insurance – Manufacturing – Distributors – Utilities ….

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Document Imaging DeliversDocument Imaging Delivers

The averageexecutive spendsover 3 hours perweek looking formission information.

In the office, anaverage of 60% ofeach person’s time isspent processingdocuments

The average office worker wastes over 2 weeks per year looking for lost or misplaced files.

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Document Management Motivators

Primary 2003-04 (Sarbanes-Oxley & HIPAA)

0 5 10 15 20 25

Other

ISO 9000

Regulatory

Customer Support

Regulatory

Reuse

Competiitiveness

EDD

Cost savings

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Compliance

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Imaging Presents a Clear Strategic and Economic Advantage Over Conventional Duplication.

Imaging Copy Service

Portability Rapid Duplication Turnaround No Lost Documents No Out of Order Documents No Damaged Documents Instant Retrieval Instant Chronological Organizing Computer Query Capability Digital Volumes Sent via Mail No Transportation Costs Disaster Recovery Protection Multi-user Sharing of Documents No Clutter Lower Overall Cost Internet & Intranet Ready

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500,000 Pages

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Control® is a centralized on-line repository into which users scan, index and store a wide variety of electronic documents. It manages all the documents it contains, internal and external, allowing users to retrieve and view them quickly and easily, manipulate them (insert, delete, append, annotate, redact, associate textual notes, etc), distribute them (print, fax, e-mail), and route them through the organization based on established business rules (workflow).

By nature, it also creates disaster recovery capabilities if effective backup practices are implemented, especially in the case of paper-intensive operations.

Unlike other technologies offering workflow and information management capabilities, Control’s unified object-oriented technology is intended to allow companies to implement complex solutions in less time, with less effort, across a broader range of multi-use applications and at a dramatically reduced cost of ownership.

Control® Is….

Document Management Softwarea/k/a

Information Management – Content Management – Knowledge Management

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Control® (Electronic Document Management System) is a suite of modules (all integrated) developed by MDI to provide a centralized customer information system that contains a global view of all related data and documents. Control ® integrates with Microsoft ‘s SharePoint providing unlimited flexibility and functionality.

Scanning - Image Processing – Bar coding - Indexing – Searching - OCR - Routing - Workflow – Manage Internal & External Docs - Tickler - Production Manger – Reporting – Quality Control – Collaboration – Document Linking – Record Keeping - Archiving - Administration

By combining the capabilities of Control®, information in its various forms can be shared throughout the business organization, resulting in improved operating efficiencies and more informed management decision making. Control is designed around and integrated with Microsoft’s operating system and Office suite of products. There is no competing product that addresses the complexities of managing documents on an enterprise level with the same ease and dependability as Control®.

Unlike other technologies offering workflow and information management capabilities, Control’s unified object-oriented technology is intended to allow companies to implement complex solutions in less time, with less effort, across a broader range of multi-use applications and at a dramatically reduced cost of ownership.

Control® Functionality

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Benefits of Imaging

•Reduce the Physical Space Requirements

• Allow a Complete Backup of Records

• Simultaneous Access by More Than One Person

• Many Different Methods of Finding a Records

• Requests for Information Quickly and Efficiently

• Provides Disaster Protection

Paper

to

Digital

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Why Choose Control

1. Powerful functionality

2. Price - Fraction of the cost compared to competition

3. All modules bundled – not al a carte

4. Ease of installation

5. Ease of end user training

6. Customizable to industry and language within minutes

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What makes Control better than the competition?

To begin with, Control® was conceived and designed by end-users as opposed to programmers. This is a huge factor.

Unlike the competition, the developers of Control® owned and operated a document imaging / indexing service bureau for over 20 years and understand first hand what it takes to process millions of documents.

The developers and architect sold, installed, integrated, trained, and supported over 10 different competitors software applications. This provided for a competitive advantage by keeping the good and fixing shortcomings of other systems.

Simply stated, no other product, worldwide, offers all the advantages of Control® :

Module free, no click charge for scan and COR, simple installation, user training in minutes and at a cost that is unbeatable.

Control® vs. Competition

Competitive matrix available upon request

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Batch Indexing Interface:

The datagrid displays the names of the fields in reverse video and in the tab order. Required fields are in red letters. The name of the active field displays above the text box. The data entered replaces the fieldname and the video changes to the normal setting.

Click in the row of a completed data entry to return to that field. Press the Tab key to return to the normal tab order.

The Batch Indexing interface has a Reject and a Save button. The Scan-Time Indexing does not have these buttons:

Click the Reject button to send a document back for correction.Click the Save button to keep any image modifications.

Batch Indexing

Control - System Startup

Control - Project Setup

Cont…

Control - Project Setup cont…

Control - Production

Cont…

Control – Production cont…

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Control - Task Relationships

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Capture / Imaging

Capture Mapping Inspection

Rescan - The current page (displayed by the viewer) is the beginning of the document, a page within the document, or the last page.

Insert/Append - The current page (displayed by the viewer) is the beginning of the document, a page within the document, or the last page. The documents in the scanner hopper are inserted after the page in view. If the page in view is the last page, the pages in the scanner hopper are appended to the end of the document. Rotate - The Scanner Setting selection is intended to orient a series of documents that must be rotated. However, a specific document can be rotated as an edit function. Delete - Delete a single page or delete multiple pages and/or documents in succession.

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Reasons VARs and Reasons VARs and Integrators Integrators Are Choosing Are Choosing C o n t r o l C o n t r o l ®

1. Cost Savings - lower cost to acquire, lower cost to operate due to no click and pay

2. Ease of Use - Easy Installation and User Friendly

3. Performance - Retrieval Speeds of .05 Second to 3 Seconds

4. Scalability - Single User to Entire Corporation

5. Web-enabled - Intranet/ Internet & E-mail

6. Flexibility - Multiple options available to configure with Control®