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Solutions for QED Financial Systems Online Help Software

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QEDFINANCIAL SYSTEMS

©

COPYRIGHT AND CONFIDENTIALITY STATEMENT

Copyright by QED Financial Systems, 1987 – 2007. All Rights Reserved.

This document contains information that is confidential and proprietary to QED Financial Systems, Inc. This information may be used only for the purpose of evaluating QED’s products and services and may not be disclosed to any other person or entity in any form whatsoever. The contents of this document and the associated software applications, online help files, and all accompanying documentation are the proprietary property of QED Financial Systems, Inc. No part of these documents may be reproduced or copied, in whole or in part, in any form or by any means – manual, graphical, electronic, or mechanical, including photocopying, recording, taping, scanning, or information retrieval systems – without the express prior written permission from QED.

All versions and releases of QED software applications, all printed and electronic documentation, and all related materials are the confidential and proprietary information and trade secrets of QED Financial Systems, Inc., regardless of whether or not any portion thereof is, or may be, patented, registered for trademark or copyrighted. All necessary steps must be taken to protect QED software applications and related materials from disclosure to any other party, person, firm, or corporation, without the express prior written consent of QED in each and every instance.

QED®, Q2, IMS-2000™, VisualQED®, iPAS™, QReturns™ and QTMS™ are trademarks of QED Financial Systems, Inc. All other brand and product names contained herein are the trademarks or registered trademarks of their respective holders.

QED Financial Systems, Inc. is headquartered at: 10,000 Sagemore Drive, Marlton, New Jersey 08053 tel: 856.797.1200 fax: 856.797.9719 www.QEDFinancialSystems.com

DOCUMENT INFORMATION

This document was originally prepared on 03/08/2007.

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L CONTENTS

OVERVIEW 1 Existing Approach 1 Reasons to Change 1 

Possible Solutions 1 My Suggested Solution 1 

SOFTWARE COMPARISON 2 MadCap Flare 2 

Features 2 Importing RoboHelp files 2 

Adobe RoboHelp 3 Features 3 New to Version 6 3 

Chart 4 General Comparison 4 Specific Comparison 5 MadCap Flare Costs 8 

Overview

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Existing Approach

QED Financial Systems, Inc. currently uses Adobe RoboHelp version X5 to create its online user manuals for customers.

Reasons to Change

Adobe recently released a new version of RoboHelp for upgrading.

When Adobe purchased Macromedia (and RoboHelp) in 2005, many RoboHelp users feared that RoboHelp would become obsolete, so they switched to MadCap Flare.

MadCap Flare has a very similar interface to RoboHelp because former RoboHelp developers created it.

Possible Solutions

MadCap Flare – www.madcapsoftware.com/products/flare

Adobe RoboHelp – www.adobe.com/products/robohelp

My Suggested Solution

I suggest that we purchase MadCap Flare because:

Flare boasts in being compatible with Office 2007 and Windows Vista. RoboHelp is only compatible with Windows 2000/XP and up to Office 2003.

Flare can automatically generate Microsoft Word 2007documents, while RoboHelp does not support Microsoft Office 2007 (what we use at QED). If we could generate Word documents from the online help software, we would save time by not having to copy and paste all the text between files whenever we need to update the content.

Flare uses XML markup, which is more current in the industry. RoboHelp only uses HTML markup.

Software Comparison

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MadCap Flare

Features

Generate multiple output formats – Microsoft HTML Help (.chm), DotNetHelp, Microsoft Word (.doc), Adobe FrameMaker (.fm), XML Paper Specification, DOCX, PDF

Single-source/XML publishing without having to know XML programming – Easily reuse and repurpose content for any format, standard, device or platform. Use conditional tags, variables, and snippets. Create context-sensitive Help.

Visual editor to write and edit content like in Word – Customize work environment. View and edit multiple documents at once. Auto-numberings. Automated wizards for Table of Contents and Search sections.

Multiple language interfaces – English, Japanese, German or French; Unicode-compliant

Import existing content to save time – Import from Microsoft Word, Adobe FrameMaker, HTML, RoboHelp, and HTML Help. Flare converts them all to XML.

Easy Sync – With Word or FrameMaker, edit the original source file and still publish through Flare. Supports two different workflows.

Industry standard markup – Generate pure, clean, compliant XML.

Similar workflow – Designed by former RoboHelp product experts but with a cleaner, more user-friendly interface.

Compatibility – Compatible with Microsoft Word 2007 and Windows Vista.

Importing RoboHelp files

1. Select File > Import.

2. Browse for .xpj file.

3. Click Open.

4. Enter new project name.

5. Click Finish.

File structure and topic organization is maintained.

Flare cleans the code and improves functionality by using XML.

Software Comparison

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L Adobe RoboHelp

Features

Conditional content – Apply conditional tags to Table of Contents and index items, folders, and topics for different formats, users, and purposes.

Graphics and multimedia support – Integrate graphics such as screenshots, and enhance help systems with sound files, Flash animation, and video clips.

Hyperlinks, pop-ups, and image maps – Add links to text and graphics that lead to other topics, rollover messages, and pop-up windows.

Single-sourcing output – FlashHelp, Compiled HTML Help, JavaHelp, Oracle Help, WebHelp, and WinHelp.

Batch processing – Generate and publish multiple help systems and documentation in multiple formats.

Automated wizards – Quickly generate Tables of Contents, indexes, glossaries and related topics.

Topic templates – Create topics from templates with predefined headers, footers, tables, text, and images.

International language support – Create output in 11 different languages.

New to Version 6

User-defined variables – Global variables for text elements to for quick changes.

RoboScreen Capture – Capture screens, edit screen captures, and export images from within RoboHelp.

Adobe RoboSource Control – Share projects and files to help facilitate collaboration when working with others.

Adobe PDF support – Generate accessible PDF files with hyperlinks and bookmarks using Adobe Acrobat Elements (included with RoboHelp 6).

Command line compilation – Compile help systems without launching RoboHelp.

Usage reports on build tags – View the number and type of build tags used in a project.

Numerous compatibility and stability improvements – enhanced user interface, improved import of Word content, improved installers, and improved publishing of projects.

Adobe Captivate integration.

Easier WinHelp migration support.

Software Comparison

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General Comparison

MadCap Flare Adobe RoboHelp

Editing topics Open topics in tabs to view multiple pages at once.

Open one topic at a time

Undo option Undo specific actions back to when the file was last saved

Undo only up to the last 100 actions

Editing styles Style guide opens in a tab Style guide opens in a pop-up box

Markup format XML HTML

Import Word, FrameMaker, RoboHelp, HTML, HTML Help

HTML, XML, PDF, FrameMaker, Word

Export Word, FrameMaker, XML, Microsoft HTML Help (.chm), DotNetHelp, DOCX, PDF

FlashHelp, Compiled HTML Help, JavaHelp, Oracle Help, WebHelp, WinHelp

Single-sourcing Conditional tags; variables; snippets; context-sensitive

Multiple online formats; conditional content

Languages Multiple interfaces; Unicode-compliant

Create in 11 languages

Compatibility Works with Word 2007 and Windows Vista

Windows 2000/XP

Collaboration Content management features; file

access restrictions; track document evolution

Extras RoboScreen Capture; RoboSource 3; Adobe Acrobat Elements

Cost $899 $999 new, $499 upgrade

Software Comparison

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Feature MadCap Flare Adobe RoboHelp

Table of Contents Editor Yes Yes

Multiple Tables of Contents Yes

Modular Tables of Contents Yes

Unicode Support Yes

English/Western European language support Yes Yes

Double-byte/Asian language support Yes

Eastern European language support Yes

Localization of user interface in web output Yes

Source documents validate against a known schema

Yes

Configurable user interface Yes

XML-based Yes

Hidden/proprietary project files Yes

All project files XML-based for compatibility Yes

XML-based files compatible with any source control application

Yes

View and filter all content files in a project Yes

Management of recent files and projects Yes

Visual editor Yes Yes

Multiple document interface Yes

Indexing to the character level Yes

Access to document structure Yes

Ability to add tables Yes Yes

Copy/paste one cell at a time Yes Yes

Copy/paste entire rows Yes

Copy/paste entire columns Yes

Copy/paste multiple table cells Yes

Tables support local formatting Yes Yes

Tables support external CSS formatting Yes

Software Comparison

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same CSS for easy updating/maintenance Yes

Unlimited number of table CSS style sheets per project

Yes

Tables CSS support pattern formatting Yes

Microsoft Word import via older RTF technology

Yes

Microsoft Word import via modern XML schema

Yes

Auto-create CSS during Microsoft Word import Yes Yes

Ability to map Microsoft Word styles to CSS during import

Yes

Automatically check imported Microsoft Word source documents for updates when building outputs (Easy Sync)

Yes

Microsoft Word output via older RTF technology

Yes

Microsoft Word output via modern XML schema

Yes

Include hyperlinks in Microsoft Word documents

Yes

Convert links to page number cross references in Microsoft Word documents

Yes

Import FrameMaker .mif files Yes Yes

Import FrameMaker .fm files Yes Yes

Import FrameMaker book files Yes

Edit future content in Flare or in source FrameMaker documents

Yes

Automatically check imported Adobe FrameMaker source documents for updates when building outputs (Easy Sync)

Yes

Command line compile capability Yes

Hard coded links Yes Yes

Concept (A-link) based Yes Yes

Index (K-link) based Yes

Conditional text Yes Yes

Conditional images Yes Yes

Software Comparison

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Conditional tables Yes Yes

Conditional table rows Yes

Conditional table columns Yes

Conditionals on Table of Contents books Yes

Conditionals on Table of Contents pages Yes

Variables Yes Yes

Re-usable content library (Snippets) Yes

Single-source images in conjunction with MadCap Capture

Yes

Context-sensitive Microsoft HTML Help Yes Yes

Embedded context-sensitive Help for .Net applications

Yes

Web application developer can control context-sensitive windows using JavaScript

Yes Yes

Help author can control context-sensitive windows using built-in editor (no JavaScript to write, no developer input)

Yes

Copied from www.mapcapsoftware.com/products/flare

Software Comparison

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L MadCap Flare Costs

Product Quantity Retail Price Savings Our Price

Flare Version 2.5 2 $1,798 $800 $998

Bronze Maintenance – 12 months 1 $449 $50 $399

Gold Maintenance – 12 months 1 $549 $50 $499

Platinum Maintenance – 12 months 1 $949 $143 $806

Capture 1 $89 $89 $0

Discounted prices expire 4/30/07

$400 off Flare

10% off yearly Bronze and Gold rates; $15% off Platinum rate

Capture free for each user when we buy Flare

Maintenance includes upgrades for a year; MadCap guarantees at least one upgrade per year; Upgrades without a maintenance plan cost $499

Remit to: MadCap Software 11230 Sorrento Valley Road San Diego, CA 92121

Wire Transfer Info: MadCap Software, Inc. Acc# A/C 201 247 269 Routing # 3222 717 24 CitiBank 113-A N. El Camino Real Encinitas, CA USA 92024 Bank Contact: Debbie Harp 760-436-9233

Send PO to: Fax 858-320-0338 attn: Jennifer Email: jmorse@madcapsoftware.com Include on PO: --bill to/ship address --email PO# and Net 30 Terms --signature

Help, Web, and Print Publishing

Developed by former core members of the RoboHelp® team, MadCap Flare is the most powerful, flexible, and innovative Help authoring tool ever developed.

Key Features:XML Support• Pure XML content creation• HTML to XHTML conversionImport Existing Content• Adobe® FrameMaker® (.fm, .mif, .book)• Microsoft® Word™• HTML• RoboHelp®• Existing HTML Help projectsGenerate Multiple Outputs• Cross-browser, cross-platform Help• Microsoft® HTML Help (.chm)• Help for .NET applications• Adobe® FrameMaker® (.fm, .mif, .book)• Adobe® PDF• Microsoft® Word™Multi-Language Support• Fully Unicode enabled• Double-byte support• Extended language support (Including Eastern European and Asian languages)• Localized WebHelp skinsMore Single-Sourcing Features• Single-sourcing images• Variables (re-usable text)• Snippets (re-usable content)• Conditional text• Easy sync for imported MS Word/FrameMaker documentsEase of Use• Autonumbering• Visual document structure display• View and edit multiple documents simultaneously• Command line compiling• Character and symbol library• Enhanced WYSIWYG editor• Enhanced search and index• Create embedded context-sensitive Help• Customizable style sheets for tables• Drag and drop table columns and rows• Color selection tool• View/filter/access all files from one list

MadCap Flare is specifically designed for professional Technical Writers, Software Developers, Web Application Developers, IT and Human Resource professionals who need a quick and easy way to compose content with all of the reuse and flexibility of the XML format.

Since no knowledge of XML is required, Flare lets writers focus on creating content and keep pace with the industry evolution to XML without having to learn any programming.

MadCap Flare features a unique patent-pending visual editor that allows you to write content just like you would in Microsoft® Word™. Flare maintains content in pure XML for the ultimate in single-sourcing flexibility, allowing you to easily reuse and repurpose your content to virtually any format, standard, device, or operating system.

Who Needs MadCap Flare?

Developed by former core members of the RoboHelp® team, MadCap Flare is the first true single-sourcing tool with the ability to import and export both Microsoft® Word™ and Adobe® FrameMaker® formats. Flare empowers technical writers, Help authors and documentation professionals to harness the power and benefits of XML without requiring any knowledge of the XML language or XML programming. For true single-sourcing and same-day publishing, create and/or import existing content from one set of source documents and easily output to multiple formats for the creation of:• Help systems• Knowledge bases• Online policies and procedures• Web publishing• Intranet publishing• Printed manuals and documentation

What is MadCap Flare?

• RoboHelp® Projects• Other HTML Help Projects• Microsoft® Word™• Adobe® FrameMaker®• HTML files• XHTML files

• HTML Help• WebHelp• DotNetHelp• Microsoft® Word™• Adobe® FrameMaker®• PDF

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Ultimate Authoring Suite

The ultimate alternative to Adobe® FrameMaker®. Efficiently produce and manage large documentation sets using native XML, native Unicode, and CSS, without sacrificing ease of use.

Easily record, enhance, and publish software simulations for use in sales and marketing, technical support, eLearning, and Help systems.

Easily capture anything that is displayed on your computer screen as an editable image, and then integrate it into your Flare project.

MadCap Flare V2 o�ers seamless integration with the entire MadCap family of products to create the ultimate authoring suite.

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Flare Authoring Environment

Flexible window panes for opening items, enhancing projects, and customizing user interface

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Visual structure bars in the XML Editor for quickly working with or moving topic content

DHTML effects (such as drop-down and expanding text) for condensing content

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What customers are saying:“In my search for a Help documentation tool, I didn’t expect to find one that would equal RoboHelp. I was surprised and delighted to see that Flare not only equaled RoboHelp in its features and ease of use, but surpassed it! The interface is sleek and easy for an ex-RoboHelp-er to learn, the functionality is improved, and the folder structure finally makes sense!”

Emily Bivona LMI Government Consulting

“Holy Toledo! Man, that Flare search is fast! We’re all impressed and very, very happy with the speed… You’ve hammered that last nail into RoboHelp’s coffin for us…” Mike, Technical Writer Summit FT Products

“I was able to import existing RoboHelp projects with little to no cleanup. Thank you for developing a Help authoring tool that we can painlessly transition to.” Karen N. Koba Westbrook Technologies, INC

“I couldn’t believe how smooth the conversion from RoboHelp was!! Thanks for a great product; I can’t wait to see what you add in the future!!” Elizabeth Wenzel Network Intelligence, former RoboHelp user of 15 years

“Just for the record, I'm not someone who normally writes to companies to give them unsolicited feedback, but I thought you might want to know that I'm very impressed with MadCap Flare. After a year of struggling with RoboHELP for FrameMaker and a year before that (at a different company) trying to figure out Quadralay WebWorks, it's a welcome relief to have a product that actually has the features and functions I want in an easy to use interface.” Brian Naughton Stratify

© 2006, MadCap Software, Inc. and its licensors. All rights reserved. MadCap Software, the MadCap Software logo and Flare are trademarks or registered trademarks of MadCap Software, Inc. in the United States and/or other countries. Other marks are the properties of their respective owners.

about madcapMadCap Software is just a new name for a group of familiar faces that have been leading the technical writing community for over a decade. MadCap is home to some of the most experienced software architects and product experts in the industry, including many former core members of eHelp® Corporation, creators of RoboHelp®. With its flagship product, MadCap Flare, MadCap Software is leading the technical communications industry into the future.

US/Canada TollfreeWorldwide Tel

Worldwide Fax

1-888-MadCap1+1 858-320-0387+1 858-320-0338

MadCap Software, Inc.11230 Sorrento Valley RoadSan Diego, California 92121www.madcapsoftware.comsales@madcapsoftware.com

Datasheet

Create engaging help content with easeWith RoboHelp 6 software, you don’t have to start from scratch. Leverage existing help projects or import content from HTML, XML, Adobe PDF, Adobe FrameMaker®, and Microsoft Word documents—RoboHelp splits properly tagged information into help topics and keeps existing tables of contents, indexes, and glossaries. Work in your preferred authoring environment—use the built-in RoboHelp HTML editor, Macromedia® Dreamweaver® or any other popular HTML editor, or Microsoft Word to create engaging content. Work with automated wizards and templates to quickly build professional help systems and knowledge bases that incorporate standard and advanced help features, including tables of contents, indexes, glossaries, graphics, sound, video, and simulations. Use the built-in screen capture and image editing tool to capture screens, edit screen shots, and export images to over 20 image file formats. Easily create context-sensitive help by linking your help system to your application.

Collaborate with other contributorsWith RoboHelp 6, you don’t have to go it alone. Rely on powerful content management features to facilitate collaboration among

multiple help authors. Allow telecommuters, remote office workers, and occasionally connected authors to contribute to your project. Restrict file access to one user at a time to prevent overwrites. Stay organized and track document evolution with time and date stamps, file editing histories, and automated file comparisons. At any time, roll back a document to any pervious version.

Take your help onlineDon’t just publish and forget about your web-based help systems and knowledge bases. Use Adobe RoboHelp Server 6 to extend and support the capabilities of RoboHelp 6. Deploy server-based FlashHelp® projects. Develop help systems for use with the Microsoft .NET Framework, deploy and manage up-to-date online content, and control and monitor the use of web-based help systems and knowledge bases in real time through a web interface. View detailed usage reports that identify those areas of your help system where users have difficulties, and then update your web-based help on the fly to resolve those issues and improve those areas, even after the release of your application.

ADOBE® ROBOHELP® 6 EASILY CREATE PROFESSIONAL HELP SYSTEmS AND kNOwLEDgE BASESAdobe RoboHelp 6 enables help authors and technical communicators to author, manage, and publish compelling content for embedded help systems and standalone knowledge bases.

Import formats

Easily turn general content into a help system

Output formats

HTMLWord

FrameMakerPDFXML

Other help projects

FlashHelpWebHelp

HTML HelpWinHelp

XMLHTML

Oracle HelpJavaHelp

Printed docs (Word/PDF)

RoboHelp built-inHTML editor

Other popularHTML editors

Microsoft Word

Build help systems in your preferred authoring environment

Easily turn general content into a help system

System requirements

RoboHelp 6

• Windows® 2000/XP

• 300MHz Intel® Pentium® II processor

• 128MB RAM (256MB recommended)

• 400MB hard drive space

RoboHelp Server 6

• Windows XP with IIS 5.0/6.0, Windows Server™ 2003 with IIS 6.0, or Windows 2000/2000 Server with IIS 5.0

• 300MHz Intel Pentium II processor

• 128MB RAM (256MB recommended)

• 100MB hard drive space

Features and benefitsUser-defined variables Define global variables for certain text elements to quickly change placeholders globally.

Conditional content Apply conditional tags to table of contents and index items, folders, and topics to tailor output for different formats, users, and purposes.

RoboScreen Capture Capture screens, edit screen captures, and export images to common file formats from within your authoring environment.

Adobe PDF support Generate accessible PDF files with support for hyperlinks and bookmarks with Adobe Acrobat® Elements.

Adobe RoboSource Control Share projects and files with this powerful content management system for version control.

Usage reports on build tags Generate snapshots of the number and type of build tags used in your help project.

graphics and multimedia support Integrate graphics such as screenshots, and enhance help systems with MP3 sound files (requires local desktop MP3 player), Adobe Flash® animations, and AVI video clips.

Hyperlinks, pop-ups, and image maps Add links to text and graphics that lead to other topics, rollover messages, and customized pop-up windows.

Single-sourcing outputGenerate multiple online formats—including FlashHelp, Compiled HTML Help, JavaHelp, Oracle Help, WebHelp, and WinHelp—and use conditional content to output custom content from the same source project.

Command line compilation Compile help systems from the command line without launching RoboHelp 6.

Batch processing Generate and publish multiple help systems and documentations in multiple formats at the click of a button.

Automated wizards Quickly generate tables of contents, indexes, glossaries, related topics, and more.

Topic templates Ensure consistency by creating topics from templates with predefined headers, footers, tables, text, images, and so on.

multi-author support Leverage powerful content management features to stay organized and help facilitate collaboration when working with others.

International language support Create localized output in 11 different languages.

Adobe Systems Incorporated 345 Park Avenue San Jose, CA 95110-2704 USA www.adobe.com

Adobe, the Adobe logo, Acrobat, Dreamweaver, Flash, FlashHelp, FrameMaker, Macromedia, RoboHelp, and “Better by Adobe” are registered trademarks or trademarks of Adobe Systems Incorporated in the United States and/or other countries. Intel and Pentium are trademarks or registered trademarks of Intel Corporation or its subsidiaries in the U.S. and other countries. Windows and Windows Server are either registered trademarks or trademarks of Microsoft Corporation in the United States and/or other countries. All other trademarks are the property of their respective owners.

© 2006 Adobe Systems Incorporated. All rights reserved. Printed in the USA.

95007625 11/06

Better by Adobe.™

For more information

For more information on Adobe RoboHelp 6, go to www.adobe.com/products/robohelp.