RIGHTFAX 9.0 OVERVIEW Enterprise Fax and e-Document Delivery

RIGHTFAX 9.0 OVERVIEW

Enterprise Fax and e-Document Delivery Servers


Agenda

Captaris Overview

Partner Introduction

Fax Server Advantages and Benefits

RightFax Product Line Overview

Q&A


Captaris at a Glance

Leading provider of Business Information Delivery solutions

Financially secure, 22 year track record Public company: NASDAQ: CAPA

$80+ million annual revenue

$95+ million cash balance and no debt

More than 80,000 systems installed worldwide Three million business users in 93 of the Fortune 100

Over 1,000 Reseller Channel Partners with distribution in 44 countries

Strategic alliances with industry leading partners

IBM Lotus, Hewlett Packard, Microsoft, Oracle, Xerox, SAP, Siebel


Expanding Addressable Marketplace

Sources: Davidson Consulting, Ovum, Future, Gartner Group

Business Information Delivery

• Data Capture• Document Archival & Retrieval• Records Management• Document Output Management• Business Process Management• CRM / ERP integrations• Vertical niche applications• Outsourced Services

(Transaction-based messaging)

Business Process

Workflow

Faxe-Document

Delivery

For Key Verticals

• Banking

• Government

• Healthcare

•Manufacturing

• Insurance

• Legal


Captaris Vision and Mission

To become the leading provider ofBusiness Information Delivery solutions by helping companies process and automate their information flow:

From any application or any input

In any format

Through any process

To any delivery channel


The Captaris Business Information Delivery Solution

Captaris enables organizations to automate information flow and businesses processes independent of source data, format, or channel

The solution can be comprehensive or componentized based on customer need set (fax server, open information delivery, workflow/process automation)

BUSINESS INFORMATION

FROM ANY INPUT

APPLICATIONS

ARCHIVAL

CRM

DESKTOP

DOCUMENT MANAGEMENT

EMAIL

ERP

FAX

FORMS

HOST

IMAGING

LEGACY SYSTEMS

BUSINESS INFORMATION TO ANY DELIVERY CHANNEL

BUSINESS

APPLICATIONS

EMAIL

FAX

INTERNET

PRINT & COPY

WIRELESS


Captaris Customers Worldwide


A Sampling of Captaris Strategic Partners


Captaris Product Strategy for 2004 and Beyond

From point products to product line:

Enabling solutions across enterprises at any scale

Leveraging a common architecture

Extensible by partners, customers and strategic developments

RightFaxe-Docs

InterchangeInformationExchange

Teamplate BPA - BPM

InformationAutomation

HumanWorkflow

WorkFlow

Wizard

ProdFax


Captaris Solutions

Business Process Management Applications

Automates & Streamlines Business Processes

Microsoft .NET Integration

Enterprise Fax & e-Document Delivery Solutions

World-wide Market Leader Integrations with Leading

Software Solutions

First Enterprise Content Integration and Information Delivery Solution

Built on Microsoft .NET architecture Backed by Captaris technical expertise

and global network

Who is _______?

Insert your logo here


Channel Partner Slide(s)

WHY USE AN ENTERPRISE FAX SERVER?


“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


Fax is the Cornerstone of Business Communications

5 Billion faxes are sent annually

“Over 90% of US companies are fax-enabled, as fax remains an important channel for critical business communications.” Source: Peter Davidson, Davidson Consulting, 2003

“Fax is going to remain a major form of document distribution at least until 2020…” Source: Worldwide Computer-Based Market Analysis and Forecast, 2000-2005, IDC


Traditional Document Delivery Drawbacks

Mail/post/express delivery

Slow, error prone, costly delays

Expensive

Open to tampering and loss

Security, compliance and privacy issues

Email is not always the correct delivery channel

Not all recipients can receive it

Not legally binding in all countries

If it goes down, what is your alternative?

Security, compliance and privacy issues

EDI/E-commerce

Expensive to implement

Alienates those partners or vendors who do not have EDI


Why Are Enterprise Fax Servers So Important?

Proven, reliable technology

T.30 standard, robust, time-tested

Secure—tamper-resistant images

Legally binding documents

Universally accessible and accepted

Cost-effective, with a proven ROI, low TCO

Convenient and easy to use

Use existing infrastructure—email, desktop, ERP, CRM, multifunction devices etc.

Low cost, high impact

Users and recipients still want fax!


Impact of Enterprise Fax

Direct costs

Fax machines, toner, paper

Phone lines, long distance

Indirect costs

Productivity improvements

Faster turnaround time for service Order processing Customer response

Faster business cycles

Avoided costs

Legal/liability

Proof of receipt, audit trail

Privacy, regulatory


Application similar to email servers which allow users, applications and devices to send and receive faxes without a walk to the fax machine.

What is a Fax Server?





Advantages of a Fax Server

For the Organization

Cost savings/Fast ROI

Improved productivity

Streamlined processes

Shortened business cycle

Extends existing systems

For the User

No waiting in line at the fax machine

Saves time

Convenient and easy to use

Confirmation and audit trail

For Administrators

Easy to deploy and manage

Reliable and easy to control

Enhanced security

Eliminates fax machines and phone lines

Integrates with network system and applications

For Customers and Suppliers

Improved customer service

Faster response times

Reliable

Universal access


The RightFax Advantage

Global market leader

Enterprise scalability

Proven reliability

Simple to use and manage

Innovative forward-looking technology

Industry expertise

Integrations and partnerships


RightFax Means Savings

NUMBER OF PAGES FAXED 100 200 300 500 1000

Mail cost per page $1.03 $1.03 $1.03 $1.03 $1.03

COST IF MAILED $103 $206 $309 $515 $1030

RightFax cost per page* .10 .10 .10 .10 .10

COST IF FAXED $10 $20 $30 $50 $100

MONTHLY SAVINGS $1,860 $3,720 $5,580 $9300$18,600

*Based on averages of intrastate and interstate phone rates at various time during the day


RightFax Improves Productivity and Efficiency

Quick and easy to deploy, use and manage

Integrates inbound and outbound faxing with desktop and email applications

Automates document delivery from back-office applications

Eliminates the need to wait in line to fax documents

Frees up resources for more strategic activities


RightFax Gives Control and Reliability

#1 Reason customers buy RightFax?

24 X 7 reliability

Robust fax engine

Scalable and modular

Single point of administration

Microsoft 2003 Standard and Enterprise Server certified

Microsoft SQL Server 2003 database

Microsoft Active Directory support


RightFax Leverages Your Infrastructure

Integrates seamlessly into your existing environment

Integrations with leading email, ERP, CRM, host, legacy applications, multifunction devices and more

Multiple integration touch points including various APIs, connectors, FCL, embedded codes, XML

Streamlines business practices without changing the way you do business

Partnerships and integrations with Microsoft Exchange, IBM Lotus Notes, SAP, Oracle, FileNet, Siebel, Xerox, Canon, HP and more


RightFax Future Proofs Your Investments

Proven leading edge technology

Integration with leading hardware and software products

Financially secure, 20+ year track record

Strong training, support and implementation services


RightFax Improves Customer Service

“…each of our approximately 300 employees fax our vendors nearly 20 pages worth of purchase orders and sales reports daily—a total of 6,000 pages per day. These vendors…want this important and confidential information to get to them quickly and without security concerns.”


RightFax Improves Efficiency

“RightFax offers flexibility in its use. Incorporation into other environments returns efficiency gains for every business unit.”—Russ Perdomo, Vice President of Network Faxing


RightFax Supports Compliance

“We needed a fax solution that would fit within current regulatory compliance for capturing correspondence and client information and keeping it in an organized, secured manner."—John Parchman, Manager of Workflow Engineering


RightFax Integrates into Your Business Processes

“…Our business relies on our ability to communicate, and we rely on RightFax.”



Captaris RightFax is the proven market leader in enterprise fax and e-document delivery solutions that achieve significant cost reduction by integrating and automating business information.

RightFax seamlessly integrates with desktop, email, CRM, ERP, imaging, document management and other business applications to efficiently and securely send and receive virtually any document from any application via fax, email, print devices or the Internet.


RightFax Product Line Overview

Enterprise fax

Windows 2000/2003-based desktop and email faxing

E-document delivery

RightFax Universal Information Exchange (UIX)

Automated delivery of documents generated from ERP, CRM, host, legacy and other business systems

Integration offerings

Industry offerings

Add-on modules and connectors

Services and support


A Single Source for Enterprise Fax and E-document Delivery


Oracle, SAP, PeopleSoft, JD Edwards

Microsoft Exchange, IBM Lotus Notes, SMTP, Groupwise, etc.

Microsoft Office, IBM Lotus Smart Suite, etc.

Siebel, Oracle, Goldmine, Onyx

iManage, FileNet, Hummingbird,Cardiff

JetForm, Streamserve, Optio

Xerox, Canon, eCopy, Hewlett Packard

Seamless Integration


Flexible Business Information Delivery

If you can print it, then you can fax it

Add-on modules and connectors integrate faxing capabilities with any email package

Data streams which normally are sent to a line printer and printed on a pre-printed form, can be sent to the RightFax server


Send Any Document

Electronically send and receive any document including:

Documents created from any desktop application

Documents generated from CRM and ERP applications

Fax broadcasts

Email and SMS messages

Confidential or sensitive documents such as contracts or transaction confirmations

Mission critical documents such as purchase orders, invoices, shipping notifications

Document management and imaging

XML documents

And more…


RightFax Enterprise Fax Servers

RightFax Business Server

Entry-level server for workgroups, departments or small companies

1 channel included; 30 maximum

Unlimited user license

RightFax Enterprise Server

For national or global organizations that want to combine the power of multiple RightFax servers on their network

1 channel included; 1024 maximum

Unlimited user license


RightFax Servers (Continued)

RightFax Satellite Server

For separate workgroups or branch offices that need the full networking resources available from a main office

15 user licenses

2 channels included, 2 virtual ports

RightFax Enterprise Suite

Bundles RightFax Enterprise Server with additional modules for increased functionality at an affordable price:

RightFax Microsoft Exchange Module

RightFax Lotus Notes Module

RightFax PDF Module

RightFax SNMP Module


RightFax Server Feature Highlights

Efficient, easy document delivery

Cost reduction and recovery

Simplified installation and management

Reporting, monitoring and audit trail

Security and compliance

Reliability, scalability and fault tolerance

Note: Not all features highlighted available with all servers.


Efficient, Easy Document Delivery/Receipt

Send and receive documents directly from desktop applications from built-in RightFax client or Web browsers

Email integration

Bi-directional SMS support for text messages in RightFax mailbox

Broadcast fax

Immediate or scheduled delivery

Intelligent rules for sending, receiving and management

Intelligent inbound routing—DID, DTMF, DNIS, CSID, ISDN, OCR and other inbound routing methods

Create and send documents from native applications

Library documents

Phonebook integration

Client localization


Simplified Installation and Management

Certified on Microsoft Windows Standard and Enterprise Server 2003

Support for Microsoft Office XP or Windows XP Platforms

Robust synchronization with Active Directory

Open Microsoft SQL database

Sophisticated administrative interfaces—local or remote via the Web

Intuitive set up and management tools

System-wide pager alerts


Enterprise Reliability, Scalability and Fault Tolerance

Scalable

Accommodate growth, scale processes for redundancy and optimize throughput and rendering

Microsoft SQL Server database

Automatic backup

Conduct automatic backups without suspending operations to ensure maximum uptime

Adjustable bandwidth

Adjust channels automatically to send, receive or both, during peak intervals to control fax traffic volumes

Load-balancing options

Cluster options


Reporting, Monitoring and Audit Trail

Comprehensive fax usage reports

Monitor fax usage for cost recovery, billing or tracking purposes using built-in reporting tools or customize reports

Alerting and monitoring

Comprehensive options for monitoring RightFax servers, databases and gateways to improve reliability, speed response times and support disaster recovery efforts

Customizable notifications for tracking and audit trail

Real-time fax status

Fax archival

Record inbound and outbound faxes for audit trail and to support security and regulatory compliance


Security and Compliance

Windows and SQL security

Take advantage of your network’s established Windows security system

Customizable dialing rules

Gain precise control of outbound faxing by specifying rules and restrictions over how faxes are sent

Two-tiered administration

Privacy administrator can view fax content but ordinary administrators are blocked from viewing content

Do not dial—anti-spam

Viewing and delegate privileges

Secure printing


Cost Reduction and Recovery

Eliminate stand-alone fax machines, fax modems, telephone lines, postage and associated equipment, labor and supplies

Intelligent Least-cost Routing options

Scheduled or immediate delivery

Billing codes

Dialing rules

Reporting

Proof of send and receipt


RightFax E-document Delivery Feature Highlights

RightFax UIX

Automate delivery and receipt of application-generated documents such as purchase orders, invoices, confirmations etc.

Integrate with business applications ERP, CRM, document management, host systems

Immediate or scheduled delivery via fax, email, Internet or SMS

Integration Wizard

Integrates using FCL, embedded codes, Java and XML etc.

Document-based host notifications


RightFax Universal Information Exchange


RightFax UIX Offerings

Business Integration

Entry-level solution

Integrates with up to two applications

Automates the delivery of up to two document forms

Targeted at low volume throughput

Fax and print delivery options

Optional email delivery

Enterprise Integration

Automates document delivery from multiple applications

Targeted at high-volume throughput applications

Fax, email or Internet delivery options

Includes RightFax Enterprise Suite and network faxing capabilities


RightFax Integration Offerings

RightFax for SAP

Solution tailored for SAP environments

Provides automated, unattended electronic delivery of documents from SAP

PDF document conversion

Includes Captaris Premium Support

RightFax for Oracle

Solution tailored for Oracle environments

Provides automated, unattended electronic delivery of documents from Oracle

PDF document conversion

Includes Captaris Premium Support


RightFax Industry Solutions

RightFax Financial Edition

Tailored for the financial services industry

Provides all the functionality of the Enterprise Suite

Automated delivery of financial documents and other business information

Certified and encrypted document delivery

Captaris Premium Support

RightFax Healthcare Edition

Tailored for the healthcare industry

Provides all the functionality of the Enterprise Suite

Automated delivery of healthcare documents and other business information

Certified and encrypted document delivery

Captaris Premium Support


RightFax Add-on Modules and Connectors

RightFax Workflow Wizard

RightFax Microsoft Exchange Module

RightFax Lotus Notes Module

Alerting and Monitoring Module

Integration Module

InternetLink Module

PDF Module

SecureDocs Module

SNMP Alerting Module

RightFax Web Access

RightFax Document Management Connector

RightFax Connector for Hummingbird Enterprise DM

RightFax Connector for Oracle CRM

RightFax Connector for SAP R/3

RightFax Connector for FileNet P8


Customer Services

Captaris Implementation Services

Specific expertise in the deployment, implementationand integration of RightFax

Ongoing services from the initial installation and configuration through enhancement and customization

On-site or remote implementation services, depending on customer needs

Captaris Technical Support

Worldwide access to certified, experienced Captaris support professionals providing timely, effective responses to technical issues

Complete range of support offerings to meet all customer needs including 7X24 support and Enterprise class support

Flexible plan durations


Customer Services (continued)

Captaris Training

Offers IT managers, Captaris Channel Partners and end-users technical training on the full Captaris product line

Available at Captaris in Tucson, AZ, Bellevue, WA and various partner locations and regional sites

Visit www.captaris.com/customer_support/training


Summary: Why Captaris and RightFax?

Clear leader - Financially sound, long-standing market leader in enterprise fax and e-document delivery

Reliable technology - Certified, built-in and proven integrations and partnerships leading technology vendors

Simplicity - Easy to deploy, use and manage

Interoperability - Single architecture, built from the ground up to provide integrated fax and e-document delivery

Flexibility - Intelligent integration, data recognition, information delivery and notification tools

Outstanding support - Experienced global channel partners and Captaris support and customization services

THANK YOU

Please visit our Web site at www.captaris.com for more information.

http://www.captaris.com/