HUG 2005 HUG 2005 halFILE Users halFILE Users ConferenceConference

Welcome to San Welcome to San AntonioAntonio

hhalFILE alFILE UUsers sers GGet et SmarterSmarter

Mission statementMission statement Our Our missionmission is straightforward and is straightforward and

effective: effective: To continuously To continuously educateeducate our members, our members, facilitate facilitate networkingnetworking among colleagues among colleagues and hal Systems representatives, and and hal Systems representatives, and influenceinfluence future hal Systems products.future hal Systems products.

This Conference is aboutThis Conference is about YOUYOU

Special Guest SpeakersSpecial Guest Speakers Doug Bello - D. Bello AssociatesDoug Bello - D. Bello Associates

• Featured speaker – ‘Offshore data entry’Featured speaker – ‘Offshore data entry’• Pasadena, CaliforniaPasadena, California

Mark Storey – Extract SystemsMark Storey – Extract Systems• Featured Speaker – ‘OCR magic’Featured Speaker – ‘OCR magic’• Middleton, WisconsinMiddleton, Wisconsin

Pat Mann – SoftPro CorporationPat Mann – SoftPro Corporation• Largest Title Closing & AutomationLargest Title Closing & Automation software companysoftware company• Raleigh, North Carolina Raleigh, North Carolina

Welcome & Thanks to our Welcome & Thanks to our VendorsVendors

Fujitsu – Rob TurnerFujitsu – Rob Turner• (scanners, printers) (scanners, printers)

and our Imaging products Distributorand our Imaging products Distributor Cranel – Hope TheisCranel – Hope Theis

(Fujitsu, Kofax, Monitors, scanners, printers)(Fujitsu, Kofax, Monitors, scanners, printers)

Visit their display tables outside the Ballroom

Ask them about your ‘hardware’

Some of our Resellers are Some of our Resellers are here:here:

RIT GroupRIT Group • McKinney, TXMcKinney, TX• David DowntainDavid Downtain

TDMS – Texas Document Management SystemsTDMS – Texas Document Management Systems• Denison TexasDenison Texas• Mike Hathaway & Lucia HathawayMike Hathaway & Lucia Hathaway

Extract SystemsExtract Systems• Wisconsin & FloridaWisconsin & Florida• Mark StoreyMark Storey

And soon to be reseller – Cass Systems, Dallas TXAnd soon to be reseller – Cass Systems, Dallas TX• Carl Riewerts & Ingrid Nunez-RiewertsCarl Riewerts & Ingrid Nunez-Riewerts

hal Systems Staffhal Systems Staff20+ year employees:20+ year employees:

Richard Hahn – Richard Hahn – Product DevelopmentProduct Development Karen Duncan - Karen Duncan - AdministrationAdministration Tom Hokanson – Tom Hokanson – Software DevelopmentSoftware Development Jimmy Dean – Jimmy Dean – Support ServicesSupport Services Heda Elmendorf – Heda Elmendorf – AccountingAccounting and myselfand myself

6 of 14 employees with 158 years of ‘hal’ experience

Christopher Smith – SW Development-Christopher Smith – SW Development-AustinAustin

James Tabor – Support – AustinJames Tabor – Support – Austin Dave Persful – Sales/Marketing - DallasDave Persful – Sales/Marketing - Dallas Kathy Taylor – Sales/Marketing – DenverKathy Taylor – Sales/Marketing – Denver James Martin – Marketing – DallasJames Martin – Marketing – Dallas And home minding the fort – Linda And home minding the fort – Linda

Goad, Hana Malick & Heda ElmendorfGoad, Hana Malick & Heda Elmendorf

hal Systems Staffhal Systems Staff

Beginnings ……Beginnings ……19741974……….……….

Almost a garage...Austin 6th street 1981

From the Oil Industry …..

Petroleum Accounting Software Products 1975-1995

………….….. To Present Day..….. To Present Day.

To Document Imaging …..

Document Imaging Software Products 1992-present

Software ProductsSoftware Products

halFILEhalFILETMTM

- Document Manager - Document Manager halCOLDhalCOLD

TMTM

- Report Manager (our 1st Imaging product)- Report Manager (our 1st Imaging product) halFILE CountyCashierhalFILE CountyCashier

TMTM

(County Recorders) (County Recorders) e.halFILEe.halFILE

TMTM

- Internet Document Manager- Internet Document Manager halTRACKhalTRACK

TMTM

- Title Order Manager- Title Order Manager CountyRecords.comCountyRecords.com - Internet portal with- Internet portal with

e-commerce (for the sale of documents & images over e-commerce (for the sale of documents & images over the web)the web)

Document Imaging Applications

Our Customer BaseOur Customer Base Title Industry–Abstractors, agents - 285Title Industry–Abstractors, agents - 285 Government-(County, State & City) - 39Government-(County, State & City) - 39 Education-(colleges, K-12 districts) - 9Education-(colleges, K-12 districts) - 9 Financial & Insurance -(bank, actuarial, insurance, Financial & Insurance -(bank, actuarial, insurance,

foundation)-16foundation)-16 Oil & Gas-(exploration, service companies) - 17Oil & Gas-(exploration, service companies) - 17 Human Resource & Accounting Departments - 5Human Resource & Accounting Departments - 5 Service & Other-25Service & Other-25

• Auto dealershipAuto dealership• Drug store chainDrug store chain• PublisherPublisher• Doctors & Health centers - 4Doctors & Health centers - 4

Title IndustryTitle Industry• some use some use halFILEhalFILE as a Title Plant, others use as a Title Plant, others use

it to store Policy Filesit to store Policy Files• some do bothsome do both• some use some use e.halFILEe.halFILE to access them over the to access them over the

internet & sell these documents to othersinternet & sell these documents to others• Some use Some use halTRACKhalTRACK to receive and track to receive and track

orders for Insurance or applicationsorders for Insurance or applications

Title Industry Title Industry CustomersCustomers

Government CustomersGovernment Customers• County Clerks /RecordersCounty Clerks /Recorders use use CountyCashierCountyCashier

to receive/scan document filings and prepare to receive/scan document filings and prepare invoices for feesinvoices for fees

• County AssessorsCounty Assessors use halFILE to access Land use halFILE to access Land RecordsRecords

• County CourtsCounty Courts use halFILE to manage case use halFILE to manage case filesfiles

• State Health & Human Services DepartmentsState Health & Human Services Departments use halFILE to manage purchase orders, use halFILE to manage purchase orders, invoices, medical records & personnel filesinvoices, medical records & personnel files

• some use some use e.halFILEe.halFILE to let the public access to let the public access their documents using e.halFILEtheir documents using e.halFILE

Customers/IndustriesCustomers/Industries EducationEducation

• Colleges - Colleges - Admissions, Admissions, AdministrationAdministration

• Independent Independent School Districts - School Districts - AdministrationAdministration

Oil & Gas IndustryOil & Gas Industry• Exploration, Exploration,

ServiceService

Insurance CompaniesInsurance Companies Financial IndustryFinancial Industry

• Banks, Trust, Banks, Trust, Mortgage, Mortgage, Foundations, Foundations, ActuarialActuarial

OthersOthers• Publishing Co, Publishing Co,

Hospital, Medical, Hospital, Medical, Auto DealershipAuto Dealership

Meet some of our clients Meet some of our clients here todayhere today

from the farthest away - Alaska from the farthest away - Alaska • Fairbanks Title AgencyFairbanks Title Agency (at HUG 4 years) (at HUG 4 years)• several are from Washington state, several are from Washington state,

California, and FloridaCalifornia, and Florida oldest clients (have run halFILE the longest)oldest clients (have run halFILE the longest)

• Jackson County ClerkJackson County Clerk - Edna, TX - Edna, TX halFILE site #3 (1993)halFILE site #3 (1993)

• Texas TitleTexas Title (spin off(spin off - Coastal Title)–Victoria & Port Lavaca TX - Coastal Title)–Victoria & Port Lavaca TX halFILE site # 8 (1993)halFILE site # 8 (1993)

• National Teachers Associates InsuranceNational Teachers Associates Insurance

Dallas (1995) Dallas (1995) – halFILE site #31– halFILE site #31

HUG Veterans – 4 yearsHUG Veterans – 4 years

Elizabeth ModisetteElizabeth Modisette – Central Title – Central Title Company, Longview TexasCompany, Longview Texas

Sheree GibbsSheree Gibbs – Guardian Title Co., Decatur – Guardian Title Co., Decatur TexasTexas

Sandy McCarverSandy McCarver – Southern National Bank, – Southern National Bank, Sugarland TexasSugarland Texas

Staci HinesStaci Hines – Wise County Title, Decatur – Wise County Title, Decatur TexasTexas

Fairbanks TitleFairbanks Title – all the way from Alaska – all the way from Alaska

2005 Accomplishments2005 Accomplishments Made our 378Made our 378thth halFILE sale halFILE sale Reached 4,870 halFILE user seatsReached 4,870 halFILE user seats Released halFILE V2.2, e.halFILE V2.2 & Released halFILE V2.2, e.halFILE V2.2 &

CountyCashier V2.2CountyCashier V2.2 Upgraded 118 clients to Ver 2.2Upgraded 118 clients to Ver 2.2 Added 5 new counties to Added 5 new counties to

CountyRecords.com (17 total)CountyRecords.com (17 total) And we are holding our 4And we are holding our 4 thth Annual HUG Annual HUG

conference!conference!

2005 Million Image 2005 Million Image AwardsAwards

18 new ‘Million Image Award winners18 new ‘Million Image Award winners 1 client hit 50 million images being 1 client hit 50 million images being

managed by managed by halFILEhalFILE 1 client hit 25 million images1 client hit 25 million images We hit 20 million images on our e-We hit 20 million images on our e-

commerce site – commerce site – CountyRecords.comCountyRecords.com

halFILE now ManageshalFILE now Manages

•are under halFILE are under halFILE management, by our management, by our clients and ourselves clients and ourselves (best (best estimate).estimate).

Over 400,000,000 pages!Over 400,000,000 pages!

Fun & GamesFun & Games We will be drawing tickets at the We will be drawing tickets at the

beginning of each session beginning of each session The lucky winners get hal t-shirts or The lucky winners get hal t-shirts or

caps, Texas wine, San Antonio t-shirts caps, Texas wine, San Antonio t-shirts and other fun gifts........and other fun gifts........

…………Dinner tonight!Dinner tonight! at the at the Rio RioRio Rio CantinaCantina on on

the Riverthe River….. Top ….. Top floor….Authentic upscale floor….Authentic upscale Mexican restaurantMexican restaurant• about 100 yards down to about 100 yards down to

the right, across the riverthe right, across the river• RSVP with Karen at the RSVP with Karen at the

registration deskregistration desk

Housekeeping itemsHousekeeping items

Please fill out the session evaluationsPlease fill out the session evaluations Vote for where to have Vote for where to have Hug 2006Hug 2006 If you need assistance with anything, see If you need assistance with anything, see

Karen or the Hilton concierge.Karen or the Hilton concierge. Free wireless access on the ground andFree wireless access on the ground and

11stst floor of the Hotel. floor of the Hotel.

Special Awards for our Special Awards for our early adopters – early adopters – halFILE halFILE

PioneersPioneers

halFILE Pioneer halFILE Pioneer AwardAward

Colorado Record DataColorado Record DataDenver ColoradoDenver Colorado

Installed halFILE in September 2003Installed halFILE in September 2003Just 24 months later…… Just 24 months later……

they have they have 50 Million Pages50 Million Pages from 11 from 11 counties available on the WEB using counties available on the WEB using

halFILE & e.halFILE e-commercehalFILE & e.halFILE e-commerce

www.coloradorecorddata.comwww.coloradorecorddata.com(Chris Broekema accepting)(Chris Broekema accepting)

halFILE Pioneer halFILE Pioneer AwardAward

Stewart Title Guaranty – Stewart Title Guaranty – Employee ServicesEmployee Services

Houston TexasHouston Texas

Installed halFILE in September 2003Installed halFILE in September 2003First employee/benefits department of First employee/benefits department of

a major corporationa major corporation

Over 7,000+ Active EmployeesOver 7,000+ Active Employees(Blythe Smith accepting)(Blythe Smith accepting)

halFILE Pioneer halFILE Pioneer AwardAward

Southern Title, Inc.Southern Title, Inc.Harvey, New OrleansHarvey, New Orleans

Installed halFILE in August 1999Installed halFILE in August 1999Hurricane Katrina SurvivorHurricane Katrina Survivor

Used halfile for immediate disaster recoveryUsed halfile for immediate disaster recovery in another cityin another city

Over a dozen databases from Closed Files,Over a dozen databases from Closed Files,to Accounting to Tax Documents-they scan to Accounting to Tax Documents-they scan

everythingeverything(Sandy Tribadeux accepting)(Sandy Tribadeux accepting)

50 MILLION IMAGES50 MILLION IMAGES

Colorado Record DataColorado Record DataDenver ColoradoDenver Colorado

25 MILLION IMAGES25 MILLION IMAGESmercury companies, incmercury companies, inc

Denver, ColoradoDenver, Colorado

(Better known as Security Title Guaranty)(Better known as Security Title Guaranty) Bought halFILE in 1996, e.halFILE in Bought halFILE in 1996, e.halFILE in

20012001 Have 28,000,000 pages under halFILE Have 28,000,000 pages under halFILE

managementmanagement 12 Databases, 38 scanners, two major 12 Databases, 38 scanners, two major

applications (Title plant & policy, Human applications (Title plant & policy, Human Resources)Resources)

20 MILLION IMAGES20 MILLION IMAGES

hal Systems Corporationhal Systems CorporationAustin, TexasAustin, Texas

CountyRecords.com web siteCountyRecords.com web site

• 17 counties in 5 states 17 counties in 5 states (TX,WA,IA,MN,OK)(TX,WA,IA,MN,OK)

• 20 million pages under e.halFILE20 million pages under e.halFILE

1 MILLION IMAGE 1 MILLION IMAGE AWARDSAWARDS

Abbey Title Co. – Joplin MissouriAbbey Title Co. – Joplin Missouri First National Title – Little Rock, ArkansasFirst National Title – Little Rock, Arkansas Central Title Co. – Longview, TexasCentral Title Co. – Longview, Texas Pioneer Abstract Co. – McAlester, TexasPioneer Abstract Co. – McAlester, Texas Title Midwest-Data Center – Topeka, KansasTitle Midwest-Data Center – Topeka, Kansas Guardian Title Co. – Decatur, TexasGuardian Title Co. – Decatur, Texas

1 MILLION IMAGE 1 MILLION IMAGE AWARDSAWARDS

Barker Title Co. – Sherman, TexasBarker Title Co. – Sherman, Texas Corporate Title & Escrow Co. – Traverse City, MichiganCorporate Title & Escrow Co. – Traverse City, Michigan Universal Title of North Texas – Hurst, TexasUniversal Title of North Texas – Hurst, Texas Standard Land Title Co. – Decatur, TexasStandard Land Title Co. – Decatur, Texas LandAmerica Commonwealth Title of Ft. Worth, TexasLandAmerica Commonwealth Title of Ft. Worth, Texas Blue Star Title Co. – Ft. Worth, TexasBlue Star Title Co. – Ft. Worth, Texas Trinity Valley Title – Athens, TexasTrinity Valley Title – Athens, Texas Colonial Title Co. – Athens, TexasColonial Title Co. – Athens, Texas American Title Co. of East Texas – Mesquite, TexasAmerican Title Co. of East Texas – Mesquite, Texas LandAmerica Production Center – Mesquite, TexasLandAmerica Production Center – Mesquite, Texas Stewart Title Guaranty – Tampa, FloridaStewart Title Guaranty – Tampa, Florida Goodhue County Abstract – Red Wing, MinnesotaGoodhue County Abstract – Red Wing, Minnesota

and Remember: “There's no such thing asa bad hug, only good ones and great ones.”

HUGS

halFILE Users Get Smarter

Now on with the Conference…….Now on with the Conference…….Session I – halFILE V2.2 enhancementsSession I – halFILE V2.2 enhancements