rightfax 9.0 sales training presentation

RIGHTFAX 9.0 Sales Training

What’s New With RightFax

RightFax 9.0 Sales Training

Dial in: +1 706 679 1975 Pin 320 7027 or within U.S. Toll Free 1-877-403-6046

Introductions

Mark Malone, Senior Product Manager, RightFax

Dana Cole, Senior Product Marketing Manager, RightFax

Bob Tennant, Senior Product Manager, Support & Services

John Nordin, Project Manager, RightFax

Tammy Menkerud, Product Marketing Consultant

Michael Collins, Product Support Engineer



RightFax 9.0 Sales Training Agenda

Where We’ve Been and Where We Are

What’s New with RightFax 9.0 – Why it matters – How to help you sell

Overarching themes and how to use

Lifecycle

Pricing/Policy and Guidelines

Ordering/Fulfillment/Packaging

Registration and Feature Activation

Support & Maintenance

Sales Tools – Intranet Site

Reference Materials – Intranet Site

Questions



Where We’ve Been

RightFax 8.5

RightFax 8.5 SP4

RightFax 8.7

Brooktrout Releases (RF 8.7 SP1)

Lotus R6

Revised backup policy

RF 8.5, Service Pack 5

RightFax Workflow Wizard

RightFax Connector for Hummingbird



From Project Javelina to RightFax 9.0



Where We Are: Fax Market Drivers

“Fax is not dead…”

But “Email is Broken…” (Davidson)

Information Technology Spending Trends

Consolidation

Get more out of investments

Security, Privacy, Regulatory concerns

EMAIL is “broken”

Many existing customers DO NOT have fax as a high priority

Reliability: “It just works…” – no need to change

HOWEVER: This could be a “bad” thing… Not much attention spent on upgrades, scaling to the enterprise, etc.



Where We Are: Fax Market Drivers

A VERY LARGE opportunity exists to SELL MORE to our existing customers

More upgrades

More departments, groups using RightFax

More applications to integrate

More devices to connect (Multi-Function Products, etc.)

How?

Leverage value propositions, return on investment (ROI), and total cost of ownership (TCO)

Leverage security/privacy concerns

Leverage Business Continuity Disaster Recovery (BCDR )

Leverage TEAMPLATE; INTERCHANGE



RightFax: The Undisputed Market Leader

“In market share for fax servers, Captaris was once again pre-eminent, with a 24.6% share, beating everyone by a factor of two and half”

Computer-Based Fax Report, 2003-2008

by Peter J. Davidson



“If a 25 person organization manually faxes 30 two-page documents daily, it’s squandering 1,000 man hours a year.

That equates to one employee spending six months each year printing documents and feeding fax machines.”

Maury KauffmanFax Industry AnalystThe Kauffman Group

What’s New With RightFax 9.0

Why it matters – How to help you sell



Captaris RightFax 9.0 extends market-leading RightFax enterprise fax and e-document delivery offerings with flexible enhancements that offer the performance, security and scalability needed by today’s enterprise, while making it more intuitive and simple to deploy, use and manage.

By delivering reliable software that simplifies the user’s experience, RightFax helps organizations rapidly improve efficiency and reduce costs through integrating and automating the flow of a full range of fax, paper and electronic documents and data.



RightFax 9.0 Launch Themes

Enterprise scalability, reliability and performance

Simplified administration and deployment

Simplified use for a better user experience

Future proofing investments

Enhanced features to support security and regulatory compliance

Globalization and enhanced support of International customers



RightFax 9.0 Customer Benefits

Lower TCO

Faster ROI

Quicker and simpler deployment and adoption

Greater scalability, reliability performance and interoperability

Enhanced efficiency and productivity

Forward looking, future proof technology



RightFax 9.0 Partner Benefits

Opens up opportunities for more penetration within new and existing enterprise accounts

Positions fax servers as forward-looking technology with longevity and innovation

Re-affirms the strong commitment Captaris and our partners have in North America and Internationally moving forward



Key Features and Enhancements

Open Database - Microsoft SQL server

.NET-based Web Client

Bi-directional SMS text messaging

Active Directory enhancements

Do not fax/Do not dial

IBM Lotus Notes Enhancements

Security and privacy enhancements

Fax over IP support

EICON board support - (Non-U.S. markets only)



RightFax 9.0 - New SQL DB

RAIMA

RAIMA

AP

I T

ran

slat

ion

GWs

EFM

Web Client

FaxUtil

Other

RF

AP

I

MSDE SQL, but tested and

supported on MS SQL 2000 Standard

Edition

Conservative approach = maintain reputation of reliability

SQL



What’s in the Database (and what’s not)

In SQL:

All data previously in stored in Raima is now in SQL Documents and Contacts to Configurations and Signatures

Prefix tables are now stored in SQL

Not in SQL:

Alerts & Monitors

Least Cost Routing tables

Activity log



Obsolesced Tools

Keybuild.exe

DBCheck.exe

Rescue.exe



More about SQL in RF 9.0

MSDE ships in the box

No additional cost to customer

Option to install MSDE, or point to their own SQL 2000

Fields in RAIMA = Fields in MSDE

Preservation of ALL API’s

Backwards compatible ! – VERY IMPORTANT

Preservation of all client applications

(2 versions backwards will be supported)



More about SQL in RF 9.0 (cont.)

RightFax now adheres to OPEN DB Standards

Can use any SQL tools for analysis, maintenance, reporting – very easy

Can do reporting w/o using the API, for example

3RD- party integrations can be simplified

Can add data to the DB and we’ll pass it through

Unlimited fax records in SQL 2000

Some limits to MSDE



Recommending SQL

MSDE

Small, Mid-Size solutions

< 800,000 fax images

Business, workgroup, departments

NO Clustering

No out of the box tools

SQL Server 2000

We allow them to install RightFax on THEIR SQL server

Medium-to-large installations

UNLIMITED Fax records

Clustering Support

We support RightFax, but we do not support customer’s SQL Server 2000



RF 9.0 Database Schema



New Web Client – RightFax Web Access

New .NET-based Web Client

“Zero footprint” deployment

Feature parity with FaxUtil (mostly, and in some cases, MORE)

Localization in PFIGS-FC (Portuguese, French, Italian, German, Spanish, French Canadian)



RightFax Web Access



RWA (continued)

Near Feature Parity with FaxUtil

Look and feel of Outlook Web Access

Improve upon UI to be more web friendly

Use a new .Net API for communicating directly with SQL

ASP.Net



RightFax Web Access Advantages

No excessive navigation

No excessive spawning of more windows

Great UI space savings

Enhanced paging

Local times used -- not server times

Now supports delegate logins

Etc…



RightFax 9.0 - Short Messaging Services

Send SMS from FaxUtil, Outlook, Web Client, Notes and SMTP Gateway

Enhanced Push Proxy Gateway (PPG) and RF interaction

Notifications, status, etc. – BETTER!

Single install – PPG now part of RightFax

Process inbound SMS message – RF Mailbox

Production SMS {doctype} – with tracking!



PPG Install



PPG Services Installed



RightFax 9.0 - Active Directory Enhancements

Support of synchronization by Organizational Unit (OU)

Sync by Active Directory Groups

Support multiple domains – new! Browsing for domains will include single and multiple selections.



Notes – SMS SendTo



SMS from Outlook



FaxUtil – Send SMS



FaxUtil – Outbound View



FaxUtil -Inbound View



RightFax 9.0 - Do not Fax

Create Dialing Rules to support do-not-fax initiatives

Enhance rules to link to fax numbers

Create “silent alarms”



RightFax 9.0 - Lotus Notes Enhancements

Notes/Domino clustering

iNotes Template (Domino Web Access)

Extend template to include links to web –based faxing forms

Support all THREE integration methods

Notes log file

SecureDocs

Enhanced reporting, “doclinks”, etc.

PFIGS-FC localization

Renamed to RightFax Lotus Notes Module



Mail Template



SMS in Notes



SecureDocs from Lotus Notes



iNotes and RightFax



RightFax 9.0 Security and Privacy Enhancements

Provides two-tiered administration – privacy administrator can view fax content but ordinary administrators are blocked from viewing content·

Limit RF ADMIN from viewing faxes

Log an entry each time a fax is viewed



RightFax 9.0 - Fax over IP

Fax Over IP (T.37/T.38)

Brooktrout 3.3 SDK SupportFoIP via 1034 board (T.38)

Excellent value proposition for customers

Brooktrout Technology Expansion – details coming soon

Software-only FoIP: Coming after 9.0

T.37 Support in RF 9.0Activate as a “channel”



TR1034 with IP Fax Support

Additional Ethernet connectionfor IP Fax support

Standard RJ45 for T1/E1 PRI

Firmware download / “expansion”to switch from

IP Ready to IP Enabled



FoIP Transport (T.37)

Supports T.37 Store and Forward Fax over IP.

Store and Forward fax is an email with a G4 TIFF attached.

Send only



FoIP T.37 Status in FaxUtil



Eicon Fax Boards

Introduction of Eicon Fax Boards

DIVA Server v 7.5

BRI and E1 boards – for now

Not in North America



Other Features and Enhancements

System Universal ID (“SUID”)

A unique system ID that follows a RightFax System

Changing the Server’s GUID disconnects it from its configuration data

Server GUID identifies server dependent data

North American Edition and International Editions

Eliminate cross-regional competition (namely North America)

MMR’s selling to Non-North American customers

Protect regional price points and programs

Online Registration - Web feature activation

No paper forms to complete or manage



Other Features and Enhancements Cont.

Greenwich Mean Time (Universal Coordinated Time) – TTI Line

Displays the local time relative to Greenwich Mean Time (GMT). If this new option is not selected, the TTI line will display the local time at the fax’s place of origin.

T.434 BFT always Off

Enhances security to support security and compliancy issues

Alerting/Monitoring Enhancements

Allow process termination for multi-instance processes

Fax Reporter Enhancements

Takes advantage of SQL

Includes the ability to report on fax work requests



Other Features and Enhancements Cont.

Win 2000/2003 Certification·

Active Directory Synchronization Enhancements

Remote Board Servers on a WAN

Remote board services can now truly be remote and can be geographically away from the main server



Alerting & Monitoring

We’re adding more stats to alert!



DocTransport allows many types of Document Delivery.

Built for future expansion.

Components of DocTransport

Legacy BoardServer

DocTransport

BrooktroutBoards

Intel/DialogicBoards

EiconBoards

DocPlusSMSFax over IP

T.37

RightFax (Internal)



DocTransport Service



RF 9.0: A single source for enterprise fax and e-document delivery

RightFax 9.0 Operational Information

Packaging, Pricing, Ordering, Fulfillment, Support, Maintenance and Other Resources



RightFax 9.0 Post Launch Deliverables

Sharp

Special download (TBD) – up to 10-20 days after 11

MFDs- Xerox enhancements that were in 8.7

Special download (TBD) – up to 10-20 days out

Project Scorpion – Q1 2005

Document Management Connector

30-45 days

FileNet Connector

30-45 days

Industry and application bundles

30-45 days

Some things will be available in the weeks following 11/1/04



Pricing and Ordering

There are price changes and ordering changes

More details to come

A “channel is a channel is a channel”

Document delivery channels – NOT JUST FAX !

PSTN Fax, FoIP (T.37); Brooktrout, Eicon, SMS, etc. etc.

NO MORE SERIAL CARDS !!



Price Increase Coming – Sell Now

We will be announcing a price increase effective January 1, 2005.

More details to come…

Create urgency for Q4!!



New RightFax Package



Product Policy and Guidelines

End user license agreement (EULA)

Appendix A to be removed

Policy about product co-dependencies, usage, etc will be moved to a price book or via a bulletin

Examples

SBS – now 4 channels

Business Integration allowances

Document Delivery ChannelsFax, FoIP, SMS, etc,



Packaging changes cont.

RightFax for Oracle – no support for Infinite wireless extension

RightFax for SAP -– no support for Infinite wireless extension

RightFax Healthcare Edition – no support for Infinite wireless extension

RightFax Financial Edition– no support for Infinite wireless extension



Name Changes

Gateway for Microsoft Exchange

Gateway for Lotus Notes

RightFax Web Client

RightFax Microsoft Exchange Module

RightFax Lotus Notes Module

RightFax Web Access

NOW

NOW

Why the changes? These names better reflect the complete capabilities of the modules and answer competitive pressures surrounding use of “gateway” terminology.

NOW



Order Fulfillment

We’re making order fulfillment easier

BNT 0870000

XX

NO more serial cards and registrations cards !!



FoIP Order Fulfillment

Order as “Document Delivery Channels

Order Upgrade of IP Ready Boards to IP Enabled? ($1,000)

If customers get a port upgrade – FoIP is FREE

1N Boards now shipping with 9.0 !



Registration and Feature Activation

Registration is now required

WebBump

Call ins

Single install CD still installs MOST of RightFax product



Support

No substantial changes for 9.0

Minor adjustments coming in Q1/05

Upgrade request information for support plan holders sent during launch week.

Certified Partners will need to recertify on 9.0

Complete recertification of two technicians by 2/28/05

Details on test availability coming soon



Marketing and Sales Programs

Competitive Take-Out Programs

Upgrade Now

Brooktrout Rebate Program

And more to come!



Sales Tools

RF 9.0 Guide to New Features

RF 9.0 Features, Benefits and Advantages

RF 9.0 Messaging

RF 9.0 Sales FAQ

Captaris Consultative Selling Reference Guide

Tech Support Briefings about New Architecture



Collateral

Brochures

Enterprise Fax and e-Document Delivery Solutions

Automating Business Communications



Collateral

Datasheets and Overviews RightFax Family of Products RightFax Overview RightFax Server Requirements Enterprise Server Datasheet Business Server Datasheet Enterprise Suite Datasheet Microsoft Exchange Module

Datasheet Lotus Notes Module Datasheet UIX Datasheet Workflow Wizard Datasheet Web Access Datasheet SecureDocs Datasheet FaxUtil Datasheet Enterprise Fax Manager

Datasheet Connector for Hummingbird DM

5 Datasheet

Document Management Connector Datasheet

Connector for FileNet P8 Datasheet

RightFax for SAP Product Offerings Overview

RightFax for SAP Solutions Datasheet

RightFax for Oracle Product Offerings Overview

RightFax for Oracle Datasheet Financial Edition Datasheet Healthcare Edition Datasheet Xerox Datasheet Canon Datasheet MFD Datasheet Top Five Ways RightFax

Supports HIPAA Compliance Top Five Ways RightFax

Supports Sarbanes-Oxley AND MORE…..



Collateral and Presentations

Whitepapers and Guides RightFax IBM Lotus Notes White

Paper RightFax Microsoft Exchange White

Paper RightFax UIX White Paper RightFax SAP White Paper RightFax Oracle White Paper Xerox White Paper Canon White Paper MFD White Paper RightFax 9.0 Guide to New Features RightFax Streamline Guide RightFax SAP Streamline Guide RightFax Oracle Streamline Guide RightFax Financial Services

Streamline Guide RightFax Healthcare Streamline

Guide HIPAA White Paper

Presentations RightFax Server Overview RightFax Add-On Modules Using and Administering

RightFax RightFax Email Integrations RightFax UIX RightFax Financial Edition RightFax Healthcare Edition RightFax and SAP RightFax and Oracle RightFax and Xerox RightFax and Canon RightFax and HP

Customer FAQs RightFax SAP FAQ RightFax Oracle FAQ RightFax FileNet FAQ



Questions?

Q &A

THANK YOU

Please visit our website at www.captaris.com for more information.

http://www.captaris.com/

rightfax 9.0 sales training presentation

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