DOPiX –Customer Communication

Right content. Right time. Best possible way.

Overview

IBM‘s ASF End-of-Service accouncement

About icon

What makes us stand out

References

Our partners

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IBM‘s End-of-Service announcement

• IBM and icon are partnering since many many years• icon worked in the IBM lab in Böblingen on the ASF development• ASF (and DCF) have the status ‚iced product‘ in IBM since many years. The final ASF release

was ASF 3.4 and was released 9 years ago. DCF had no further develpoment since morethan 20 years.

• The ASF and DCF customers need a future-proof successor for these products.• The sucessor should solve two purposes that on the first view look contractictionary

• Full investment protection for templates, DCF source code, call and callback interfaces, processes etc. (including mainframe!)

• Modern multi channel Customer Communications Solution with state-of-the-art features, interfaces, architecture and platform

• IBM selected DOPiX as the successor and announced end-of-service for ASF by September 2017

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About icon

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Customer communication management

Software vendor and consulting firm focusing on document creation and output management

Founded in Stuttgart, Germany, in 1995; founder-managed; shareholder now is the world‘s #2 in mailing solutions -NEOPOST

DOPiX (Document Platform in excellence) has been in the market since 2001; on-going enhancement of functionalities

Our offices − Stuttgart, Germany

− New York City, United States

− Vienna, Austria

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Our responsibility

DOPiX is the leading customer communication solution for the financial services and insurance industries in Germany, Austria and Switzerland

More than 50 installations in Europe, Africa and the US

75% of the top 30 insurance companies and 30% of the top 10 banks in Germany, Austria and Switzerland use DOPiX as their customer communication solution

Customer communication with DOPiX:Right Content. Right Time. Best Possible Way.

About iconA selection of our customers:

20132001 2002 2003 2005 2011200920082004 2006 2007 2010 2012 2014

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About icon

We are a profitable company enjoying considerable market success thanks to satisfied customers, a skilled and highly motivated workforce, reliable partners and a future-proof product portfolio.

We focus on what we do best – providing state-of-the art and efficient customer communication solutions across all output channels, from fully-automated to highly-interactive.

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Our mission statement: Reliable and future-proof with a clear focus

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Our strategies

Qualification strategyDevelopment of future-proof customer communication management tools based on the requirements of our manycustomers, while catering for the needs of the future market

Growth strategyInternationalization and expansion into new markets

with our own international branches (Vienna, NYC)with our customers (roll-outs)with our globally operating expert partners

Sector strategyFocus on companies with high-volume customer communication and/or complex documents. Target sectors include insurance and financial services, the public sector and utilities

What makes us stand out

DOPiX has been developed with an emphasis on optimized customer communication based onefficient business processes since 2001 (first product delivery). It is designed to comply with thecomprehensive requirements of the German insurance and financial market. The system has anopen design, which ensures that all processes and settings can be customized. As DOPiX supportsmultilingualism and many types of date and currency formats, it has “opened up to the world”over the past few years.

Find out more about the special features that make DOPiX stand out from the competition.

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DOPiX – Differentiators vs. 3rd party products

Only one integrated system for all scenarios• Fully interactive (even replacing MS Word), at the same time 100% Corporate Design and process compliant• Serial Letters, automatic or interactive with WYSIWYG-Editor• Background documents on demand (many APIs for web and workflow integration etc.)• High Volume batch (many interfaces)

Future oriented platform – all relevant platforms and technologies can be used• Platforms: X86 Windows, X86 Linux, Solaris, pSeries AIX, iSeries, zLinux, zOS, PURE App• Databases: DB2, UDB, Oracle DB, MS-SQL-Server, Java-DB• Technologies: Websphere App Server, Websphere MQ, JBOSS, Apache/Tomcat, IBM Portal Server• Interfaces: XML in und out, RMI, HTTP(S), Pipes, IP native, MQ, Java queueing, IMS, CICS• Connections to all relevant archiving systems (including certified IBM CMOD new page indexing standard) • All platforms can be used in a mix and match manner and can be transitioned into each other• Customer has full fexibilty in architecture decisions and architecture enhancements

Common Features – included in the standard product!

Output Channel independent document pool• Channel specific and optimized generation of the output – direct and without conversion• Temporary storage for workflows, re-rendering and approval processes

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DOPiX – Differentiators vs. 3rd party products

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Integrated ASF and DCF replacement – recommended by IBM• Binary compatible interfaces (IMS, CICS) Investment protection for calling applications• Workflow can be configured identical to ASF Investment protection for ASF-based processes• ASF GIL and ASF components (including DCF and DCF macros) can be utilized Investment protection for content• The customer decides how the transition into the new world should happen, e.g.:

– 1:1 re-use, in parallel new application with new content can be created „state of the art“ without ASF restrictions – Content renewal with soft transition whilst keeping the interfaces, the data callbacks and the processes

Special Features – included in the standard product!

Seamless SAP integration• Direct into the SAP-GUI (SAP skill available)• Additional BC-XOM interface (SAP certified) for high volume output, SAP RFC server and Client

Unique rich function set of the DOPiX suite• Powerful and highly configurable end user interface – optimized for users in the banking and insurance industry • Template Development workflow with automatic staging, auditable and SOX-compliant• Read, integrate and write archived documents, also interactively in the GUI or in automatic mode• Powerful statistical functions help optimizing the template set and deliver accounting information• DOPiX Smartadmin – template development and maintenance for business users

DOPiX features – special modules

DOPiX/SmartAdmin supports text administration in the business department, enables a quicker time to marketfor insurance products

DOPiX/Desktop attaches archived documents to customer correspondence, an efficiency booster for users, ensures process reliability

DOPiX/Flow ensures compliance and auditability thanks to the process-controlled transfer of new and/or modified components, conflict handling, release workflow

DOPiX/Stacc collects data about system use, evaluation at component and document level, user-related data, analysis for system optimization and efficiency gains

DOPiX/Designer creates PDFs with input fields that can be filled, mapping of closed-loop processes

DOPiX/ObjectPanorama enables audit-proof recording of templates

DOPiX/Teo provides an integrated text optimizer for improved comprehensibility

DOPiX/QualityCenter provides a test framework to reduce the testing efforts in the business department

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DOPiX features – document creation

Users can move text components freely, working in a WYSIWYG view

Logic at the subdocument or component can be executed during document creation

Automatic hyphenation with OpenOffice, hyphenation can also be suppressed

Automatic generation of tables of contents including manual setting of heading levels

Clipboard function, saving of individual components with users/user groups

Processes Data can be loaded (callback service) during document creation

Processes Highly customized documents can be resumed, modified and newly created after many years. When resumed, the documents will meet current CD requirements (e.g. for commercial industry insurance)

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DOPiX features – for documents

One document for all output channels (multi-channel), from PDFs, archives, emails to text messages

One document for all types of processing such as batch or interactive

One document for multiple languages and brands

All output formats are created directly and not by conversion (improved quality)

No programming is required in document administration; all features, including logic, can be configured

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DOPiX features – other special features

General DOPiX is future-proof because it is software and hardware independent; DOPiX can be used with all relevant platforms and technologies, enabling a high degree of flexibility when it comes to the design of architecture

General DOPiX does not require any programming, neither for the system settings nor for document administration

Project Only DOPiX enables one-to-one migration from IBM’s ASF text system

Project DOPiX is implemented by icon’s specialists; therefore, the manufacturer is directly involved

Project DocumentFactory for efficient template change at a fixed price

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References

In the following, we will present four reference projects, including their special requirements,and provide a list of customers who replaced ASF with DOPiX. If you are interested, we canput you in touch with these customers. In addition, we can name further customers whomight be of interest.

More than 80,000 users work with DOPiX every day.

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Reference (1)

Ergo – implementing the motto “to insure is to understand”

Selection process with 30 providers – 5 providers shortlisted

Replacement of legacy systems, introduction of an group-wide system

Batch and interactive document creation

Revision of letter formats, review for comprehensibility

Considerably reduced number of templates, reduction in complexity

In 2012, DOPiX in production for the commercial industry insurance (replacing Word)

3,000 active current users, template development in the business department (about 100 users)

Know-how transfer in the first year of the project; today, Ergo handles its projects independently.

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Customer success stories – our project with...

Reference (2)

AXA – Specialist product DOPiX convinces

Corporate CCM at AXA had already been set up

The solution did not fully meet the requirements of the Life division

Group management granted special permission to choose another CCM solution

DOPiX meets the special requirements of life insurance

Stage 1: CCM for LifeFactory

Stage 2: Replacement of ASF / DCF

Stage 3: Replacement of Isis Papyrus

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Customer success stories – our project with...

Reference (3)

UNIQA – DOPiX goes East

DOPiX has been the national CCM platform and, since 2014, also the international CCM platform

In 2010, DOPiX was introduced as the ASF successor in Austria

Roll-out in 19 Eastern European countries scheduled from 2015 onwards, using a new insurance platform

Services for the national affiliates provided by icon via service hubs in the respective countries

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Customer success stories – our project with...

Reference (4)

ING DIBA – DOPiX online 24/7

In 2006, DOPiX was introduced for interactive document creation –Word was replaced on more than 1,000 workstations

In 2007, DOPiX became the platform for document creation on the ING-DIBA website− Uninterrupted 7/24 operation for 7 years

− Maintenance, development and release change during operation

− Covered by icon’s SLA

Since 2008, users have employed DOPiX for batch and online document creation as part of capital measures, etc.

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Customer success stories – our project with...

References for ASF replacements

• DEVK• Kreditanstalt für Wiederaufbau• LVM• Nürnberger Lebensversicherung• Provinzial Nord-West• Signal Iduna• Uniqa• Generali• Bundesrechenzentrum Austria• Concordia

Customers using DOPiX as an ASF replacement

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Systems at Generali

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DOPiX I

GEOS Kfz Batch – productiv since 2014actual 2.000 user, „Freeze“

AIX Compose

DOPiX II

GEOS Kern – start 01.01.2016actual 2.000 user

Linux Compose

DOPiX/Grey

ASF-1:1 migration – start 01.10.2015package design for Generali

VScript Compose

CTV ASF SystemeCTV ASF Systeme

CTV ASF systems

Stufe1:01.10.2015 – 31.12.2016

Stufe2:01.01.2016 – 31.12.2017

Stufe3:ab 01.10.2016

Stufe3:01.01.2017 – 30.09.2017

Lena, FS/CD, Vitalityintegration

Stufe 1 – Build up Grey and migrate ASF

Stufe 2 – Build up GEOS Kern and integration Lena

Stufe 3 - Migration to GEOS Kern

Our partners

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Further information

• 110

Number of icon staff

• Brainsphere• CSC• Doculution• FCB• IBM• Incedo• Intesi• MSG• Outrange

Partners (sales, technology and implementation partners)

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Capacities/resources with DOPiX know-how

Any questions?

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icon Systemhaus GmbHHauptstaetter Strasse 7070178 Stuttgart

+49 711 806098-0info@icongmbh.de

www.icongmbh.de