Content-Aware Integration with SharePoint®

Transform® Filer: One-Click Indexing, Storage & Retrieval from Any Source Application April 4, 2013

Today’s Agenda

•  Meet the Presenter Troy Kloberdanz | Business Development Manager

•  Content Management Challenges

•  Product Overview

•  Customer Case Study

•  Q&A

Melbourne,  AUS  

Frankfurt,  Germany  

Paris,  France  

New  Malden,  UK  Reading,  UK  

HerAord,  UK  

Portsmouth,  NH  Great  Neck,  NY  East  Brunswick,  NJ  

Raleigh,  NC  AlphareIa,  GA  

Portland,  ME  

New  Zealand  

London,  UK  

Wilton,  CT  

Marlton,  NJ  

About Bottomline Technologies

Norcross,  GA  

1,000+ Employees Worldwide

Offices in

US, EMEA & Asia-Pac

NASDAQ: EPAY

Revenue $224M

10,000+ Global Customers

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23 Years of Continuous Growth & Success

• 1000+ employees worldwide • Award winning solutions • Customer-driven innovation • Solution depth across multiple markets • Long-standing customer relationships • Recognized as a “Best Place to Work” winner

Revenue  

Data

Data

Data

Content Management Challenges •  No central place to manage documents

•  No efficient retrieval or content search for documents

•  Content silos

•  No document lifecycle management

Manufacturing

Financials Sales

Human Resources

BUSINESS APPLICATIONS

Content Management Solution •  Document Lifecycle Management

•  Enterprise Search & Retrieval

•  Collaboration

•  Records Management

Data

Data Data

Transform Filer

SharePoint

Departments

Business Apps

Manufacturing

Financials Sales

Human Resources

SharePoint

SharePoint Adoption Challenges

•  Users must know proper document destination

•  Users must know proper indexing… if they add index data at all

•  Taxonomy and folder structure becomes chaotic

•  Storage, search and retrieval becomes a manual process that disrupts workflow

Link Business Applications & SharePoint •  Keeps users in familiar business applications for more efficient retrieval and storage

•  Reduce time to research and recall information

•  Give users an easy-to-learn process

•  Minimize end user training for IT

•  Store all content in one location: SharePoint

Easily Link Content

Transform Filer User BUSINESS APPLICATION

Transform Filer Benefits

Simplify SharePoint usage and increase adoption

Satisfied Users •  Eliminate time searching in file cabinets or shared directories •  Faster access to information •  Eliminate duplicate data entry •  Less distractions; extension of application •  Improved customer service

Happy IT Staff •  Reduced training and IT costs •  Use existing infrastructure •  Connect information silos

What it Does

•  One-Click find for retrieving relevant documents in SharePoint from the Business Application

•  One-Click accurate indexing of documents for storage into SharePoint from the Business Application

•  No code integration of Business applications with SharePoint

•  Drag and drop setup & configuration

•  Centrally managed from one location

•  Windows, Browser and Emulators

Content Management Challenges Addressed

•  Common Examples •  Receiving Packing Slips •  Sales Order Processing

•  SharePoint On-boarding with accurate indexing data

•  Easier retrieval using indexed data

On-boarding Receiving Documents

Easily Link Content

Transform Filer

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User

RCT116 TIMELYSH0001

BUSINESS APPLICATION

Sales Order Tracking

Easily Link Content

Transform Filer User

2413

4243

2413

4243

BUSINESS APPLICATION

Realized Value

•  Increased Productivity

•  Simplifies SharePoint Usage

•  Higher User Adoption

•  More Focus - Less Distractions

•  SharePoint is the Document Management Platform

•  Lower Total Cost of Ownership and Support

Customer Case Study Transform Filer

•  British overseas territory with a high degree of internal self-government •  Governor is responsible for police, external affairs, internal security

and defense Company

•  Departments were paper-intensive

•  Back-up documents were not effectively or securely stored

•  Upgrading to JDE E1 and SharePoint 2010; desired a method to easily integrate without a complex effort

•  Introduction of new software platforms required considerable training

Problem

Create an electronic record of documentation required for each payment, and then accurately associate those documents with the correct transactions in JDE for easy reference and retrieval.

Solution

•  30% reduction in time to process payments •  All required documentation now correctly associated with each payment

in EnterpriseOne, dramatically reducing time to research and recall information, as well as increasing accuracy

•  Reduction in physical storage space, including the elimination of 2 off-site facilities previously required for paper retention

Results

Troy Kloberdanz Manager, Business Development

325 Corporate Drive

Portsmouth, NH 03801

P 303.557.2543

M 303.888.6956

tkloberdanz@bottomline.com

www.bottomline.com

For more information, please contact:

Thank You!

Visit us at Booth #705