www.crawfordtech.com sunrise sales training. crawford technologies overview founded in 1995...

www.crawfordtech.com

SunRise Sales Training


Crawford Technologies Overview• Founded in 1995 CrawfordTech is

a global software and services company

• Toronto, New York, Fort Collins, Boston, London primary locations

•3 Business Arenas• Enterprise Output Management

(EOM)• Archive Management Solutions • Document Accessibility Services

Best of Show 2009Honorable Mention

Canada’s Fastest Growing Companies 2010 ,2011 &2012

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1. What is SunRise?• A bit about how it works and how it is different and why it is

better

2. Features, Advantages & Benefits

3. Business Problems Solved

4. Competitive overview

5. SunRise Demo

Agenda


• SunRise is a Java Web Application (runs under most popular application servers) that performs the transformation and merging of Enterprise Content Management (ECM) documents using PRO Transforms and Aspose.

• Web services interface• XML based API• Manages INI and ICF configurations• Manages connections to ECM repositories• Uses PRO API• Uses Aspose libraries for MS Office conversions

• SunRise provides companies with a web service interface for transforming data and documents.

What is SunRise?


How does SunRise work?

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User or ApplicationCMOD / other repository

Application Server(e.g. WebSphere)

1 A document request is passed to

SunRise using SunRise’s RESTful API

2 SunRise retrieves the requested documents using the configuration

files associated with that Report Type and presents the results * SunRise uses multi-threading,

Resource Caching and Connection Pooling to maximize performance and

parallelism

SunRise

HTTP

PDF

Request & retrieval of specific AFP/other document


Example XML sent to SunRise

1. Invokes SunRise

2. Asks SunRise to convert a file it is about to receive

3. Asks SunRise to retrieve a specific document from CMOD

4. Results are automatically presented


Business Problems Solved• Organizations that have requirements, whether financially or customer

driven, to present stored documents to users or customer services representatives.

For example:

• Any organization that needs to present stored documents internally or externally using a web-based interface

• Present in PDF/UA format• Redact before presenting• Electronic envelope

• Easier to use configuration tools for document enhancement ‘on the way out’

• PRO Designer• Document enhancement doesn’t even exist on most in-place systems


• Management of connections, transforms, threads integration of other modules /**

• * @param params• * @param is• * @param os• * @param configFileName• * @return• * @throws CtiException• */• protected int convertAfpToPdf(String[] params, InputStream is, OutputStream os, String configFileName)• throws CtiException {• int rc = Hlcjapi.convertFile(is, FormatType.LANGUAGE_AFP, os, DriverCode.ODD_PDF,• configFileName, 0, 0, params);• return rc; * @param params• * @param is• * @param os• * @param configFileName• * @return• * @throws CtiException• */• protected int convertAfpToPdf(String[] params, InputStream is, OutputStream os, String configFileName)• throws CtiException {• int rc = Hlcjapi.convertFile(is, FormatType.LANGUAGE_AFP, os, DriverCode.ODD_PDF,• configFileName, 0, 0, params);• return rc;• }

SunRise replaces all of this

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Web Application – including connection pooling• /**• * @param params• * @param is• * @param os• * @param configFileName• * @return• * @throws CtiException• */• protected int convertAfpToPdf(String[] params, InputStream is, OutputStream os, String configFileName)• throws CtiException {• int rc = Hlcjapi.convertFile(is, FormatType.LANGUAGE_AFP, os, DriverCode.ODD_PDF,• configFileName, 0, 0, params);• return rc;• } * @param is• * @param os• * @param configFileName• * @return• * @throws CtiException• */• protected int convertAfpToPdf(String[] params, InputStream is, OutputStream os, String configFileName)• throws CtiException {• int rc = Hlcjapi.convertFile(is, FormatType.LANGUAGE_AFP, os, DriverCode.ODD_PDF,• configFileName, 0, 0, params);• return rc;• }

• * @param is• * @param os• * @param configFileName• * @return• * @throws CtiException• */• protected int convertAfpToPdf(String[] params, InputStream is, OutputStream os, String configFileName)• throws CtiException {• int rc = Hlcjapi.convertFile(is, FormatType.LANGUAGE_AFP, os, DriverCode.ODD_PDF,• configFileName, 0, 0, params);• return rc;• } * @param is• * @param os• * @param configFileName• * @return• * @throws CtiException• */• protected int convertAfpToPdf(String[] params, InputStream is, OutputStream os, String configFileName)• throws CtiException {• int rc = Hlcjapi.convertFile(is, FormatType.LANGUAGE_AFP, os, DriverCode.ODD_PDF,• configFileName, 0, 0, params);• return rc;• }• * @param is• * @param os• * @param configFileName• * @return• * @throws CtiException• */• protected int convertAfpToPdf(String[] params, InputStream is, OutputStream os, String configFileName)• throws CtiException {• int rc = Hlcjapi.convertFile(is, FormatType.LANGUAGE_AFP, os, DriverCode.ODD_PDF,• configFileName, 0, 0, params);• return rc;•

• CTI API code – with resource caching

• /**• * @param params• * @param is• * @param os• * @param configFileName• * @return• * @throws CtiException• */• protected int convertAfpToPdf(String[] params, InputStream is, OutputStream os, String configFileName)• throws CtiException {• int rc = Hlcjapi.convertFile(is, FormatType.LANGUAGE_AFP, os, DriverCode.ODD_PDF,• configFileName, 0, 0, params);• return rc;• }

• ODWEK/other repository code • /**• * @param params• * @param is• * @param os• * @param configFileName• * @return• * @throws CtiException• */• protected int convertAfpToPdf(String[] params, InputStream is, OutputStream os, String configFileName)• throws CtiException {• int rc = Hlcjapi.convertFile(is, FormatType.LANGUAGE_AFP, os, DriverCode.ODD_PDF,• configFileName, 0, 0, params);• return rc;• } * @param params• * @param is• * @param os• * @param configFileName• * @return• * @throws CtiException• */• protected int convertAfpToPdf(String[] params, InputStream is, OutputStream os, String configFileName)• throws CtiException {• int rc = Hlcjapi.convertFile(is, FormatType.LANGUAGE_AFP, os, DriverCode.ODD_PDF,• configFileName, 0, 0, params);• return rc;• }


Reasons For SunRise in place of PRO API standalone• SunRise has built in capabilities to access CMOD, P8 and CMIS

repositories.• There is no need to create and maintain code that access these repositories (manage

connections, work with and understand repositories API’s, manage data etc.).

• SunRise has a plug-in to IBM’s Content Navigator• Applications using ICN (eDiscover, CaseManager, CMOD apps. etc.) can access SunRise

and request the transformation and merging of any support document format (Any PRO Transform supported format as well as MS Office formats)

• Sunrise provides users with web service access to CrawfordTech transforms• This is a benefit for organizations that have a requirement to access a conversion from a

web application or remote process (online banking, bill payment, ECM processes etc.)• The Server side model is a benefit because it provides application services without requiring

a client aplication. No need to download a program on the user’s desktop i.e. AFP viewer.• If the user is writing a web application, SunRise provides an already tested and working

solution.


Reasons For SunRise in place of PRO API standalone• Running transforms under an application server provides horizontal scaling

• An application server can be configured to run on several computers or nodes. This is used for high availability applications (fail over) and for applications that require dynamic computing power based on daily loads.

• Sunrise simplifies the integration of transforms into an enterprise environment

• SunRise’s is designed for developers who need transforms for their application. It does not require knowledge of AFP and CrawfordTech INI files.

• SunRise is a natural upsell path to our API’s/EXE’s• An opportunity may consist of the need for our API or a need for SunRise. It depends on

the client’s use case.

• SunRise has a planned roadmap and will continue to be expanded. For example, support for more repositories, ability to search for content and MS Office support.

• Users who have already built an application similar to SunRise have to maintain the code and add resources if they wish to grow the product.


SunRise vs. CMOD SDK• SunRise replaces the CMOD SDK. It is so

much easier to implement• SunRise has many features that are above

and beyond the capabilities of the CMOD SDK, especially connection pooling and resource management (we’ll explain these in a couple minutes)


Key message: Customers prefer the SunRise approach

• Much easier to implement• Fits within a customers existing

application-server based environment• Conforms to how customers already

invoke applications in their environment

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Features, Advantages & BenefitsFeature Advantage Benefit

All CTI software is shipped within each PRO Transform Module

Add on features such as document re-engineering, redaction & PDF/UA are easily added through license string changes only.

Customer change management is much simplified, reducing staff effort, improving staff productivity and speeding project implementation.

Built upon the existing CTI Infrastructure of rich document content information management.

CTI’s proven abilities in font management, processing throughput, and rich document content management come ‘built-in’ with this new product immediately.

Provides best in class productivity, accuracy and add-on feature availability.A future-safe solution.

Runs under an App server (e.g. WebSphere)

Easily fits into customer app server computing environments.

Customers will require minimal IT support to install and manage SunRise, using existing staff skills, therefore minimizing costs.

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Web based API Integration with SunRise is through simple XML-based and JSON-based requests sent via standard HTTP communications.

Integration is easy, using standard client server techniques, meaning implementation efforts are minimized using existing in-house skills, reducing costs and complexity.

Resource Caching for CMOD – As requests for files and their resources are processed the most common resources are ‘cached’

Reduces the quantity of files required and the overall amount of data required to fulfill document retrievals from CMOD.

Reduces the workload on the customer’s CMOD system, network and other system components. This reduces upfront system costs and lengthens the useful life of those systems, therefore avoiding initial and future costs.

Resource Caching for CMOD Improves performance Minimizes system investments required to achieve desired performance reducing initial and ongoing costs

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Multi-processing and Multi-threading

By taking advantage of server hardware that has multi-core CPUs and multiple CPUs, several simultaneous document retrieval and processing requests may be processed simultaneously.

Performance of the app server is maximized.This reduces upfront system costs and lengthens the useful life of those systems, therefore avoiding initial and future costs.

Multi-processing and Multi-threading(has an additional benefit)

By taking advantage of server hardware that has multi-core CPUs and multiple CPUs, several simultaneous document retrieval and processing requests may be processed simultaneously.

Service Level objectives are more easily achieved improving customer satisfaction. System upgrades to achieve required Service Levels are avoided, therefore avoiding initial and future costs.

High performance Enables one system to effectively serve more users.

Reduces initial and ongoing costs for the system.

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SunRise - Business Problems Solved• Reduces print and mail costs through a

high performance ePresentment system• Meets security, regulatory and accessibility

requirements through redaction, PDF/UA and other add-on capabilities

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SunRise - Business Problems Solved• Improve Customer Satisfaction through

improved response time retrieving customer documents – e.g. customer service

• Reduces costs associated with in-house development of a high performance document retrieval system . . . SunRise is ready to go:• Reduces internal development and testing costs• Reduces internal support costs• Ongoing enhancements and features will become

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Competitive Overview & Comparison

• Products that provide ePresentment solutions. • Viewers• Document Composition programs• Conversion engines• Direct



• Viewers• Solutions such as Snowbound or Brava Viewer have

the ability to present documents from a repository to users.Pros• Companies with ECM solutions need to have a viewer. This can be

a native viewer such as IBM’s Daeja viewer (free) or a purchased viewer such as Snowbound.

• Viewers support most document formats

Cons• Viewers are not used for combining documents of various formats• Viewers only support raster output formats such as GIF, TIFF or

JPEG• Viewers are not built for extreme loads. They are built to process

and present a single document at a time.



• Document Composition Programs• Document Composition Programs such as HP Extream

have the ability to build output for printing and mailing and create a copy for archiving/presentment (typically PDF).Pros• Same solution that builds mail pieces, can be used for ePresentment

(PDFs)

Cons• Requires extra licensing for PDF output• Does not provide a dynamic approach to presenting documents.

Documents stored in ECM/Archivng solution will still require a way to present.

• Redaction, Accessible PDF, Electronic envelope and other required document types are not available

• Documents that are not part of mailing process are not supported



• Document Conversion Engines• Document Conversion Engines such as Adlib, provide tools for

converting document formats to PDF. These are not print file converters.

• Pros• Often inexpensive solutions• Support all document formats (MS Office, Image) within

repository

• Cons• Requires additional programming to build an ePresentment

solution• Program to pull from each repository

• Program to present content• Program to manage all conversion process

• Do not support print formats such as AFP


• Xenos – ‘Content Services Document Transform’• Has a similar feature set• Customers typically want to move away from Xenos• Full information here: http://www.actuate.com/content-

services/products/document-transform/

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• Xenos – ‘Repository Edition’

• Same as Content Services Document Transform has a similar feature set and adds repository capability

• Repository somewhat compares to DDA

• Customers typically want to move away from Xenos• Full information here: http://www.actuate.com/content-

services/products/repository/

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• Direct Competition• Actuate (Xenos) and their Content Services

Document Transform and their Repository Edition

• Pros• Have an established user base including very large

customers

• Cons• Almost all customers want to move away from Xenos due to

licensing and other contractual disputes• Products support print streams only


Portfolio Alignment• SunRise fits into the same target markets as

our other Products – EOM, ECM, AMS, DAS• SunRise enables the sale of additional

Products after the initial install – Redaction, Ops Express (remove bar codes), Transpromo Express (targeted marketing), PDF/UA (accessible PDFs), Riptide, additional Transforms to and from different formats.

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Customer Environments• Technical:

• Medium to Large CMOD installations that contain transactional documents

• Industry:• Banking, Insurance, Credit Card, Print Service

Providers• Organizations that need to present transactional

documents for customer service and end customers• Organizations that also have security and

accessibility requirements to meet industry rules and regulations in these areas

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Prospecting• Accounts that have existing solutions for

Transactional documents in CMOD:• Investigate if current system can perform

redaction:• HIPPA• Freedom of Information Act, but still needs redaction

• Investigate if current system can produce Accessible PDFs, PDF/UA

• PPACA (Patient Protection and Affordable Care Act), Americans with Disability Act and other regulations require this and other types of accessible documents

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Prospecting• Accounts that have existing Xenos

Repository Edition:• Investigate if they are happy with their current

solution• Are they having any surprises from a licensing,

support or increased costs point of view?• Use standard Xenos knockout approaches• Could be an important part of knocking out

Xenos in general as customer may not think there is an alternative to repository component

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Pricing• $25,000 per SunRise Production Server

license. $6,250 for a non-prod. license.It includes:• SunRise Server for CMOD. Includes:

• CMOD connection• Resource caching feature• Connection Pooling feature• NO TRANSFORM LICENSES INCLUDED – select

these from the price list

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Demonstration

www.crawfordtech.com 31

Wrap Up• Questions, Discussion

www.crawfordtech.com sunrise sales training. crawford technologies overview founded in 1995...

Documents

param os

param configfilename

param params

sunrise work

outputstream os

string configfilename

throws ctiexception

int rc