TM
Therefore
Sales Perspectives
What is the Therefore Corporation

R&D Company
– Document Management Product since 1991
– Development in Austria/Vienna
1991
1992
2002
2005
2007
– 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)
2008

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

2009
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
Our Philosophy and shared Values
Customers
Large number of existing
customers worldwide
Currently more than 1600
Reliability
We stand for a reliable
and robust quality
product. We take
responsibility for the
customers biggest value.
People
Identification
We are a solution
community, all sales and
technical forces
Canon is identified as a
end to end solution
provider
Future
Environment
We constantly develop
what markets need in
cooperation with Canon
We want to help to create
a environment friendly
workspace
Therefore document solutions help companies all around the
world to work smarter by connecting people and processes to
information
TM
 People. Process. 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
Industrial Manufacturing
13%
Banking/Finance
11%
50%
8%
Goverment
8%
4%
Health Care
5%
Chemical, Pharmacy
Trading
Other
Education
Transport
4%
5%
2%
4%
Insurance
2%
4%
2%
Professional Services
General Vertical
3%
3%
4%
Automotive
Food and Beverage
Media & Entertainment
Why is DM so important?
The paperless office was promised since 1979
 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
distributed
than inWhy
the decade
before.
The
paperless
office
was
promisedisto
be realistic.
should
a producer
of high quality output devices be interested in the reduction of photocopy’s
 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.
What is the value of information?
 Incoming and outgoing Documents must be accessible,
Operation
Collaboration
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
Legislation
Regulation
Development
Future growth
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.
Why must information be managed?
 Limited space is common in classical basements and archives. Temporary solutions
Cost
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
Collaboration
when.
 Fire, Water and other elemental forces are a significant danger for physical paper
archives. Information must be protected against uncontrolled access and
Protection
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
Environment
planet.
What is our Mission?
Our Mission
Reduce of cost
Improve your document processes
Increase the productivity of your people
Create an environment friendly
workspace
Increase document security
Processes optimization to be more efficient
32% of documents are not
available when you need them
32%
(Cimtech)
4,5 hours
In one year every employee
wastes 4-5 weeks searching
for misfiled documents
Employees search for documents
approximately 4,5 hours per week.
4-5 Weeks
 Easy useable and logic concepts increase the efficency
Increase the productivity of people
Administration
Production
90%
4%
 Only 4% of Enterprises have optimized their business processes
DM helps to increase document security
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 make sure that
document access is
centralized and policy
based?
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?
Where do we begin?
This is very often the case
Problems with conventional storages
 Filename = limited search criteria
 Fracture = no central storage
 Complex structures = No overview
 No rule enforcement = Unsystematic storage
 The view of Individual’s = Redundancy
Customers are searching for solutions
 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 have high expectations
 Less energy and material cost, paper output reduction
Cost reduction
 Searching time reduction for information
 Less storage cost and use of space
Operational
Improvement
 Central, efficient and lasting storage of information
 Storage in compliance to regulatory legislation and directions
Productivity
Improvement
 Process improvements with the help of electronic workflow
 Integration into other applications
 Scalability up and down as demands grow and shrink
More Security
 Capture & distribution of Information of all types
 Controlled access to information
 Protection of information against disaster, loss and falsification
Environment friendly
 Local managed and driven solution with local support
 Help for better protection of the environment
What’s the additive value we offer?
Input
Flow of Information
Business processes
Manage
Process
Distribute
Store
Retrieve
Output
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
Therefore™ 2009 Software & Relationship
IR
DR
Scanner
eCOPY
Mail
Server
eCOPY
Conn.
Navigator
Viewer
ERP
Exchange
Conn.
IR
Printer
Driver
Uniflow
Any
Appl.
IR
IR
Folder
Therefore
Workflow
Planet
Press
Capture
Client
DR
Scanner
ERP
IR
Therefore Core
Product
KOFAX/
IRIS
Powerscan
ERP
Conn.
ERP
DR
Scanner
Office
Links
API
MS
Office
Any
Appl.
Database
MS
Outlook
Simplified - Storage to ThereforeTM
ThereforeTM Clients
Host or ERP System
32bit or Web Client
Data Streams, Output, …
Primary Storage
Backup Storage
1
3
2
ThereforeTM Server
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
Host or ERP System
ThereforeTM Clients
Data Streams, Output, …
32bit or Web Client
Primary Storage
2
1
ThereforeTM Server
The Document life circle
Retrieve
Primary and
backup Storage
Retrieve
Document gets
captured and
indexed
Archiving of
document
Creation of
document
Use &
Change of
document
Workflow
Storage
on final Media
using HSM
Retention
Document
gets deleted
(Logical or physical)
End of life time
of document
Save keeping
period of
document
Retrieve
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
Edition compatibility
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
3 dimensional license
Device Access
License
Client Access
License
Connector
License
Workflow connector
Capture Client
COLD Report Management
eCopy License
SAP Connector
• Named User
• Concurrent User
MFP Device License
Dynamics NAV Connector
• Mixed
MOSS 2007 Connector
Exchange Connector
Enterprise Server
Lotus Notes Connector
Ascent Capture Release
Module
Standards and Support
Platforms and standards
Component
Supported platform or standard
Therefore Server
32bit: Windows 2003, 2008
64bit: Windows 2008*
Therefore Client
32bit: Windows 2000, XP, Vista
Browser based Client: IE 5.5+ , Mozilla Firefox
1.04+
Scanning
ISIS
KOFAX Capture, IRIS Powerscan
TWAIN
eCopy meap, ShareScan
Canon Meap
Security
Windows Active Directory, Local Security
RSA - Digital signature for all documents
Database
ORACLE 8, 8i, 9i, 10x, 11x, …
Microsoft SQL Server 2000, 2005, 2008
IBM DB2 Version 7 and higher
Storage
RAID(DAS), NAS, SAN, NetApp FAS
MO/UDO(Plasmon) single Drive & Jukeboxes**
TM
TM
*) 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
TM
Therefore
Storage of documents
ThereforeTM Storage elements and relationship
ThereforeTM
Document
ThereforeTM
Retention
Policy
ThereforeTM
Retention
Queue
ThereforeTM
Storage Policy
ThereforeTM
Category
ThereforeTM
Server
Storage on
/BUFFER
ThereforeTM
Storage Queue
ThereforeTM
Migration
Delete from
Media on a
Device
Storage on
Media on a
Device
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 Therefore TM documents stored in it
 Defines access security to Therefore TM 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)
Capture
Classification
Store Document
The Document
resides on the
Therefore Buffer
and waits for
further processing
to the final Media
according to the
storage policy.
All Index data is
stored in the
Database
It leaves the
Client and is
transported to the
Therefore Server.
The Document is
stored into
Therefore.
3
It is now belonging
to a category and
has got all indexes
describing it.
The Document gets
classified and
indexed.
Document is
scanned in or
captured and
temporarily
saved on the
client
Step 1:
ThereforeTM paper capture processes
2
1
4
Save on Buffer
ThereforeTM storage processes – 2 Business Servers
ThereforeTM Business Server local Primary
1
Storage
Central Backup
Storage
1
2
Backup
Storage
1
Primary Storage
2
Backup Storage
Primary
Storage
NAS,
SAN
ThereforeTM Business
Server 2
1
Primary
Storage
NAS,
SAN
local Primary
Storage
Scenario:
ThereforeTM pre-fetch process
– 2 Business Servers
ThereforeTM Home
Server 1
Remote caching
2
1
ThereforeTM Home
Server 2
local caching
Remote caching
2
1
local caching
TM
Therefore
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
TM
Therefore
Integrated Workflow
A simplified order management
OFFICE DESK: PO arrives
per mail or gets scanned in
ACCOUNTING: Order is
processed in the ERP system
CUSTOMER SERVICE: Order
is processed to be delivered
APPROVAL: Discount will
have to be approved by
Manager
The whole process has
to be done in 48 hours
CUSTOMER SERVICE: Order is packed and
sent by FedEX. Mail confirms order and
delivery to customer
@
ACCOUNTING: Invoicing
process is started, Order is
closed
Additive Value to the customer
Flow of
Information
Input
Process
Search &…
Output
Order comes in
Order Processing
Retrieve Order in ERP
Delivery goes out
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
C++
 Task assignment to users an groups
 API Integration Workflow ActiveX API, Therefore Objects
Workflow Dialog for users
Actions
History
Instructions
Information
Index data
Documents
The process definition
Start: Saving of a document
starts Workflow instance
Task: One step in the
process (manual)
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.
Transaction: Link
between Tasks. The
condition defines in witch
way to proceed
Graphical view of the current process
Play: Play mode shows
animated history of the
instance
Instance history, better
examination using
graphical view of
processes…
Graphic: The
animation in the
graphic uses colors
to highlight the path
of the instance and
the different events.
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.
Protocol: The line oriented
protocol shows all entry's for
each event in the log file.
TM
Therefore
Questions?
TM
Therefore
HVALA