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RIGHTFAX 9.0 OVERVIEW
Enterprise Fax and e-Document Delivery Servers
RIGHTFAX 9.0 OVERVIEW
Agenda
Captaris Overview
Partner Introduction
Fax Server Advantages and Benefits
RightFax Product Line Overview
Q&A
RIGHTFAX 9.0 OVERVIEW
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
RIGHTFAX 9.0 OVERVIEW
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
RIGHTFAX 9.0 OVERVIEW
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
RIGHTFAX 9.0 OVERVIEW
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
ERP
FAX
FORMS
HOST
IMAGING
LEGACY SYSTEMS
BUSINESS INFORMATION TO ANY DELIVERY CHANNEL
BUSINESS
APPLICATIONS
FAX
INTERNET
PRINT & COPY
WIRELESS
RIGHTFAX 9.0 OVERVIEW
Captaris Customers Worldwide
RIGHTFAX 9.0 OVERVIEW
A Sampling of Captaris Strategic Partners
RIGHTFAX 9.0 OVERVIEW
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
RIGHTFAX 9.0 OVERVIEW
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
RIGHTFAX 9.0 OVERVIEW
Channel Partner Slide(s)
WHY USE AN ENTERPRISE FAX SERVER?
RIGHTFAX 9.0 OVERVIEW
“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
RIGHTFAX 9.0 OVERVIEW
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
RIGHTFAX 9.0 OVERVIEW
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
RIGHTFAX 9.0 OVERVIEW
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!
RIGHTFAX 9.0 OVERVIEW
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
RIGHTFAX 9.0 OVERVIEW
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?
RIGHTFAX 9.0 OVERVIEW
RIGHTFAX 9.0 OVERVIEW
RIGHTFAX 9.0 OVERVIEW
RIGHTFAX 9.0 OVERVIEW
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
RIGHTFAX 9.0 OVERVIEW
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 9.0 OVERVIEW
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 9.0 OVERVIEW
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 9.0 OVERVIEW
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 9.0 OVERVIEW
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 9.0 OVERVIEW
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 9.0 OVERVIEW
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 9.0 OVERVIEW
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 9.0 OVERVIEW
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 9.0 OVERVIEW
RightFax Integrates into Your Business Processes
“…Our business relies on our ability to communicate, and we rely on RightFax.”
RIGHTFAX 9.0 OVERVIEW
RIGHTFAX 9.0 OVERVIEW
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 9.0 OVERVIEW
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
RIGHTFAX 9.0 OVERVIEW
A Single Source for Enterprise Fax and E-document Delivery
RIGHTFAX 9.0 OVERVIEW
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
RIGHTFAX 9.0 OVERVIEW
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
RIGHTFAX 9.0 OVERVIEW
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 9.0 OVERVIEW
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 9.0 OVERVIEW
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 9.0 OVERVIEW
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.
RIGHTFAX 9.0 OVERVIEW
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
RIGHTFAX 9.0 OVERVIEW
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
RIGHTFAX 9.0 OVERVIEW
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
RIGHTFAX 9.0 OVERVIEW
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
RIGHTFAX 9.0 OVERVIEW
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
RIGHTFAX 9.0 OVERVIEW
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 9.0 OVERVIEW
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 9.0 OVERVIEW
RightFax Universal Information Exchange
RIGHTFAX 9.0 OVERVIEW
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 9.0 OVERVIEW
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 9.0 OVERVIEW
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 9.0 OVERVIEW
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
RIGHTFAX 9.0 OVERVIEW
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
RIGHTFAX 9.0 OVERVIEW
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
RIGHTFAX 9.0 OVERVIEW
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.