therefore tm sales perspectives
DESCRIPTION
Therefore TM Sales Perspectives. What is the Therefore Corporation. R&D Company Document Management Product since 1991 Development in Austria/Vienna Headquarters: Vienna/Austria & Cary/North Carolina, US Partnership with Canon NSO‘s Since 1992 - PowerPoint PPT PresentationTRANSCRIPT
ThereforeTM
Sales Perspectives
R&D Company
– Document Management Product since 1991
– Development in Austria/Vienna
– Headquarters: Vienna/Austria & Cary/North Carolina, US
Partnership with Canon NSO‘s Since 1992
Agreement with Canon Europe since 2002, renewed 2005
– Canon‘s services ready process orientated Document Management offering.
Canon Europe launches Solutions 5 in January 2007
– DMS solution offer of Canon Europe
(details please see Solution 5 resource CD)
Canon is 49% Owner of the ADOS Corporation
– Since 2008, Canon takes 49% Ownership at the ADOS Corporation
– Re-branding process is started in parallel
Company and Product is renamed in ThereforeTM
– Since March 2009 ADOS Corporation is renamed in Therefore Corporation
– In Mai 2009 the new product generation Therefore 2009 will be launched
– People. Process, Information is the new product identification tag line
1991
199220022005
2007
2008
2009
What is the Therefore Corporation
Our Philosophy and shared Values
People. Process. Information
IdentificationCanon is identified as a
end to end solution provider
CustomersLarge number of
existing customers worldwide
Currently more than 1600
ReliabilityWe stand for a reliable
and robust quality product. We take
responsibility for the customers biggest
value.
Future We constantly develop what markets need in
cooperation with Canon
PeopleWe are a solution
community, all sales and technical forces
EnvironmentWe want to help to
create a environment friendly workspace
ThereforeTM document solutions help companies all around the world to work smarter by connecting people and processes to information
Markets
Europe
Middle East
Africa
US and Canada
Australia
ThereforeTM localized so far in 26 languages … EFIGS & more…
Afrikaans, Arabic, Croatian, Czech, Danish, Dutch, English, Estonian, Farsi, Finnish, French, German, Greek, Hungarian, Italian, Norwegian, Polish, Portuguese, Russian, Serbian, Slovenian, Spanish, Swedish, Zulu, …
Industries
Why is DM so important?
The number of paper copy’s and paper output is still increasing today.
Globalism requires to distribute more information than ever before.
40% - 60% of copy’s are not necessary duplications of the same information.
Aprox. 10 Times more information is distributed than in the decade before.
Only 2-3 Times more paper copy’s are created in the same time.
Demands for photocopy cost reduction and environment protection
concerns do influence the habits and requirements of our customers.
Duplication copy’s can be avoided using digital documents and electronic
process management – But they do not extinguish the need for paper output.
Better output quality with more flexibility and less costs per sheet is the
today’s demand for office print and also for professional print.
The paperless office was promised to be realistic. Why should a producer of high quality output devices be interested in the reduction of photocopy’s ?
The paperless office was promised since 1979
Incoming and outgoing Documents must be accessible,
manageable and processed in time during the daily
operations. People and businesses processes depend on
the information flow, they are totally connected.
Documents are relevant in terms of legislation and legal
regulations. Documents are proving company's transactions
and must be safely kept.
“Without your memory you loose your future”
Company’s future development depends on the right
decisions based on the right information in the right moment.
Information is the key factor to success.
Operation
Collaboration
LegislationRegulation
Development
Future growth
What is the value of information?
Limited space is common in classical basements and archives. Temporary
solutions compromise the use and access to information. Digital solutions
improve information access and reduce cost of storage.
The value of information can only be used if the information is available
fast and in a simple way. Digital Storage provides access to information
where you need it and when.
Fire, Water and other elemental forces are a significant danger for
physical paper archives. Information must be protected against
uncontrolled access and falsification. The risk can be eliminated by digital
storage DM Solutions.
Our environment is in danger. Waste and unnecessary use of energy and
material must be avoided. The use of intelligent office solutions reduce
the cost for our planet.
Cost
Collaboration
Protection
Environment
Why must information be managed?
What is our Mission?
Reduce of cost
Improve your document processes
Increase the productivity of your people
Create an environment friendly workspace
Increase document security
Our Mission
Easy useable and logic concepts increase the efficency
4,5 hours
32% of documents are not available when you need
them(Cimtech)
Employees search for documents approximately 4,5
hours per week.
In one year every employee wastes 4-5 weeks searching
for misfiled documents4-5 Weeks
32%
Processes optimization to be more efficient
Only 4% of Enterprises have optimized their business processes
AdministrationProduction
90% 4%
Increase the productivity of people
Can you make sure that document access
is centralized and policy based?
Can you access your documents over the
Internet or in the office safely and secure?
Is you document storage protected
against environmental forces?
Can you control who is accessing what kind of
information in your company?
Can you make sure that changes to
documents are recorded or can
be prevented?
Who can ensure you that relevant and
important data is not stored on local
computers?
DM helps to increase document security
Where do we begin?
This is very often the case
Filename = limited search criteria
Fracture = no central storage
Complex structures = No overview
No rule enforcement = Unsystematic storage
The view of Individual’s = Redundancy
Problems with conventional storages
Cost efficient content storage & access
Regulatory legislation demands
Unclear storage of paper and electronic content
Fractured and often chaotic data storage
Defeat the chaos in the content Architecture and reduce environmental complexity and reduce cost.
Customers are searching for solutions
Less energy and material cost, paper output reduction
Searching time reduction for information
Less storage cost and use of space
Central, efficient and lasting storage of information
Storage in compliance to regulatory legislation and directions
Process improvements with the help of electronic workflow
Integration into other applications
Scalability up and down as demands grow and shrink
Capture & distribution of Information of all types
Controlled access to information
Protection of information against disaster, loss and falsification
Local managed and driven solution with local support
Help for better protection of the environment
Cost reduction
Operational Improvement
Productivity Improvement
More Security
Environment friendly
Customers have high expectations
Input
Output
Flow of InformationBusiness processesManag
eProcess
DistributeStore
Retrieve
What’s the additive value we offer?
What should customers know about?
There are obligations to be considerate
Efficient DM saves money, time and energy
There is a difference between DM and archiving
DM technology is ready fully developed today
DM has an effect on the whole company
Product basics
API
Any Appl.
Therefore™ 2009 Software & Relationship
Therefore Core Product
Uniflow
IR
Planet Press
ERP
IR
KOFAX/ IRIS
Powerscan
DR Scanner
IR
ERP
Conn.ERP
Exchange
Conn.
Mail Server
Therefore Workflow
OfficeLinks
MSOutlook
MSOffice
Printer Driver
ERP
Any Appl.
CaptureClient
DR Scanner
IR
Folder
Database
eCOPYConn.
IR
eCOPY
Navigator Viewer
DR Scanner
Simplified - Storage to ThereforeTM
ThereforeTM Server
Backup Storage
2233
11
ThereforeTM Clients32bit or Web Client
Host or ERP SystemData Streams, Output, …
Primary Storage
How paper gets into ThereforeTM? From the MFP Device and its scanning unit, saved
with Canon Meap or eCopy.
► From Hot-folders in the network, scanned by the MFP or any other scanner.
► Scanning with a DR Scanner using ISIS and the ThereforeTM Capture Client. Barcode and OCR can be used.
► Scanning with a DR Scanner TWAIN source in ThereforeTM
Navigator & Viewer
► IRIS Power Scan with forms, OCR, ICR and Barcode recognition and release to ThereforeTM 2009
► Kofax Capture Workflow with forms, OCR, ICR and Barcode recognition and release to ThereforeTM 2009
► Scanning with eCopy Desktop and DR Scanner
Simplified – Retrieval in ThereforeTM
ThereforeTM Server
11
22
ThereforeTM Clients32bit or Web Client
Host or ERP SystemData Streams, Output, …
Primary Storage
Archiving of document
Creation of document
Use & Change of document
Workflow
Save keeping period of document
Retention
End of life time of document
Storageon final Media using HSM
Document gets deleted (Logical or physical)
Primary and backup Storage
Document gets captured and indexed
Retrieve
Retrieve
Retrieve
The Document life circle
Editions at a glance
Small Business (storage & retrieval)
Personal Edition– DMS for a single user environments
Workgroup Edition– DMS for departments and Workgroups up to 20 Users
Business Editions (process management)
Business Edition– DMS for medium and large sized Companies
1. One Runtime for all Editions
2. All limitations and functionalities
are organized by the License File
3. Upgrade compatibility of all
Editions
without merge from Personal Edition to
Enterprise Edition
Edition compatibility
eCopy License
Device Access License
Capture Client
• Named User
• Concurrent User
• Mixed
Client Access License
Connector License
MFP Device License
Enterprise Server
Workflow connector
SAP Connector
Dynamics NAV Connector
MOSS 2007 Connector
Exchange Connector
Lotus Notes Connector
Ascent Capture Release Module
COLD Report Management
3 dimensional license
Standards and Support
Platforms and standardsComponent Supported platform or standard
ThereforeTM Server 32bit: Windows 2003, 200864bit: Windows 2008*
ThereforeTM Client 32bit: Windows 2000, XP, VistaBrowser based Client: IE 5.5+ , Mozilla Firefox 1.04+
Scanning ISIS KOFAX Capture, IRIS PowerscanTWAINeCopy meap, ShareScanCanon Meap
Security Windows Active Directory, Local SecurityRSA - Digital signature for all documents
Database ORACLE 8, 8i, 9i, 10x, 11x, …Microsoft SQL Server 2000, 2005, 2008IBM DB2 Version 7 and higher
Storage RAID(DAS), NAS, SAN, NetApp FASMO/UDO(Plasmon) single Drive & Jukeboxes**
*) Support planed for Therefore 2009 in Mai 2009**) Jukebox support is likely to be discontinued in future as Plasmon has announced not to continue Jukebox production
ThereforeTM
Storage of documents
ThereforeTM Storage elements and relationship
ThereforeTM
Category
ThereforeTM
Document
ThereforeTM
Retention Policy
ThereforeTM
Storage Policy
ThereforeTM
ServerStorage on /BUFFER
Storage on Media on a
Device
ThereforeTM
Migration
Delete from Media on a
Device
ThereforeTM
Retention Queue
ThereforeTM
Storage Queue
ThereforeTM .thex file format
► Open Packing Conventions (Open xml)
► Part of Office Open XML Standard (Microsoft, ISO)
► Based on xml and zip
► State-of-the-art concept for compound files
► Used by Office (.docx, .xlsx, .pptx, …)
► Benefits
► Content is compressed
► Easier handling of document information through xml
► Index Information, Pages (original file Name), …
► Open Standard
► WinZip required for open/read operations
+ +
ThereforeTM Database SQL Database (SQL Server, Oracle, IBM-DB2)
Stores all application meta data information
– Configuration of the application infrastructure
– Category definition
– Security configuration
– Dictionary’s, Data types
– Storage settings, Schedules, …
– Media Information
– Workflow definitions
Stores all document meta data information
– Document information data
– Document index data
– Document status and media information
– Workflow information for documents
– Digital signature Information
Stores Staging queues
– Storage staging queues
– Retention staging queue
ThereforeTM Category
Document type in ThereforeTM
Definition of Index data set to label ThereforeTM documents stored in it
Defines access security to ThereforeTM documents stored to it
Options & Settings
– Water mark image
– Full text settings
– Document preview settings
– Check out comment settings
– Field tab order
– Document Export naming convention
Can be organized/sorted in a tree folder structure
Can be part of a storage policy (if not set, documents remain in Buffer)
Can be part of a retention policy (if not set, documents stay on Media)
Step 1: ThereforeTM paper capture processes
Capture Save on BufferClassification
Doc
ume
nt is
sc
anne
d in
or
capt
ured
and
te
mpo
raril
y sa
ved
on t
he
clie
nt
The
Doc
umen
t ge
ts
clas
sifie
d a
nd
inde
xed.
It is
now
be
long
ing
to
a c
ateg
ory
and
ha
s go
t al
l ind
exes
de
scrib
ing
it.
The
Doc
umen
t is
st
ore
d in
to
The
refo
re.
It le
ave
s th
e C
lient
and
is
tran
spor
ted
to t
he
The
refo
re S
erve
r.
All
Inde
x da
ta is
st
ore
d in
th
e D
ata
base
The
Doc
umen
t re
side
s on
the
T
here
fore
Buf
fer
and
wai
ts f
or
furt
her
proc
essi
ng
to t
he f
inal
Med
ia
acco
rdin
g t
o th
e st
ora
ge p
olic
y.
22
1133
Store Document
44
local Primary Storage
local Primary Storage
Primary Storage
NAS, SAN
ThereforeTM Business Server 1
ThereforeTM Business Server 2
ThereforeTM storage processes – 2 Business Servers
Backup Storage
Central Backup Storage
Central Backup Storage
local Primary Storage
local Primary Storage
Primary Storage
NAS, SAN
11
11
22
11 Primary Storage
22 Backup Storage
local cachinglocal caching
ThereforeTM Home Server 1
ThereforeTM Home Server 2
Scenario: ThereforeTM pre-fetch process – 2 Business
Servers
11
11
local cachinglocal caching
Remote cachingRemote caching
Remote cachingRemote caching
22
22
ThereforeTM
Security
ThereforeTM Permission overview Active directory (Domain) Security
– Single sign on for client connection in domains
– LDAP is supported
Local Security
– User definition on Server client is connecting
Security is set in the ThereforeTM Solution Designer
– Permissions are stored in the ThereforeTM Database
– Security settings are object oriented, different permissions for different object types
– Document permissions can be summarized in Permission Sets (Roles) for easy deployment
– Security information is stored in ThereforeTM Database
Security can alternatively be defined in the
ThereforeTM Rights Server
– Individual rights check, executed by a customized DLL
– Bypass of standard security settings if AD is not used
ThereforeTM Document related security Object Types
– Category root folder• Root folder for category's in the Design section.
– Category Folder• A Folder to sort Category’s. Access permission set for all category’s
in the particular folder. Inheritance from parent object.
– Category• A single ThereforeTM category. Access permission for this particular
category. Inheritance from parent object.
– Sub-Category• A Keyword list used in a ThereforeTM category for indexing
documents. Depending on the used keyword, access permissions can be set for documents. Inheritance from parent object.
– Document• A single ThereforeTM document. Access permission to the
document in normally inherited from its category. Inheritance from parent object.
Inheritance
– Inheritance can be broken at any level. The object then has independent access permissions from its parent object.
ThereforeTM Document related rights
ThereforeTM
Integrated Workflow
A simplified order management
OFFICE DESK: PO arrives per mail or gets scanned inOFFICE DESK: PO arrives per mail or gets scanned in
ACCOUNTING: Order is processed in the ERP system
ACCOUNTING: Order is processed in the ERP system
CUSTOMER SERVICE: Order is processed to be delivered
CUSTOMER SERVICE: Order is processed to be delivered
CUSTOMER SERVICE: Order is packed and sent by FedEX. Mail confirms order and
delivery to customer
CUSTOMER SERVICE: Order is packed and sent by FedEX. Mail confirms order and
delivery to customer
ACCOUNTING: Invoicing process is started, Order is
closed
ACCOUNTING: Invoicing process is started, Order is
closedThe whole process has to be done in 48 hours
The whole process has to be done in 48 hours @@
APPROVAL: Discount will have to be approved by
Manager
APPROVAL: Discount will have to be approved by
Manager
Input Order comes in
Input Order comes in
ProcessOrder Processing
ProcessOrder Processing
Search &…Retrieve Order in ERP
Search &…Retrieve Order in ERP
OutputDelivery goes out
OutputDelivery goes out
Flow of Information
Additive Value to the customer
Functionality in the Workflow Expiration / Overdue escalation
– Time management in minutes, hours and working days for process and
task
– E-Mail notification in case of overdue Workflow Instances
– Escalation tasks to handle overdue in activities
– Calendar function with working hours, weekend and holidays
E-Mail notifications
– SMTP Message routing
History & Audit Trail
– Detailed History for every Workflow Instance
Process Owner
– Can view all Workflow Instances
– Can reroute running Workflow Instances
Task assignment to users an groups
API Integration Workflow ActiveX API, Therefore Objects
@@
C++C++
Workflow Dialog for users
InstructionsInstructions
ActionsActions
DocumentsDocuments
InformationInformation
His
tory
His
tory
Ind
ex d
ata
Ind
ex d
ata
The process definition
Start: Saving of a document starts Workflow instance
Start: Saving of a document starts Workflow instance
Task: One step in the process (manual)
Task: One step in the process (manual)
Transaction: Link between Tasks. The
condition defines in witch way to proceed
Transaction: Link between Tasks. The
condition defines in witch way to proceed
Workflow in intuitive graphical way…
Processes can now be
designed in a
graphical interface.
Print, zoom and auto-
manage functions
help to make the
design easy and fast.
Instance history, better examination using graphical view of processes…
Users can view the
instances in a graphical
animation. The flow can be
tracked in a green color,
every position in the
history can be activated in
the graphic, play mode
allows animated
examination.
Play: Play mode shows animated history of the
instance
Play: Play mode shows animated history of the
instance
Graphic: The animation in the
graphic uses colors to highlight the path of the instance and the different events.
Graphic: The animation in the
graphic uses colors to highlight the path of the instance and the different events.
Protocol: The line oriented protocol shows all entry's for
each event in the log file.
Protocol: The line oriented protocol shows all entry's for
each event in the log file.
Graphical view of the current process
ThereforeTM
Questions?
ThereforeTM
HVALA