Daniel Schmidt Product Marketing Manager

1. Consolidating and Optimizing Communication Driven Processes Using Kofax Communication Server (KCS) Daniel SchmidtProduct Marketing Manager

2. Session Agenda • Business and Technology Trends • Business Processes rely on Communication • Live demos • Use Cases and Success Stories Please turn your mobile / smart phones on!

3. Overview about Communication-Related Processes • Communication related processes are everywhere! Financial Services Insurance • Claims Processing • Customer Services / Correspondence • Policy Management • Account Opening • Loan / Mortgage Processing • Card and Payment Services • Risk, Fraud, and Compliance • Customer Service • Trade Orders & Confirmation Government • Digital Mailroom • Overdue Payment Recovery • Citizen Benefits Enrollment Transport & Logistics • Exchange flight information • Alerting in case of incidents • Ticketing • Airplane service • Back-office processes Healthcare • Physician Referral Process • Risk Management • Patient Appointments, Reminder

4. Trends • Business Trends • Customer centric approaches • Efficient business processes (e.g. On-boarding, claims handling, ...) • Improve compliance and protect customer information Prompt or „real-time“ communication is key to be successful!

5. Trends • Technology Trends • Standardizing on Microsoft • Infrastructure consolidation • Migration to VoIP and FoIP

6. Benefits of Automation • Reduce costs • Improve processing time, reduce effort • Shorten response time and provider better services and higher quality • Reduce call center work load • Reduce lookup time for documents • Improve compliance • No lost documents • Secure customer data (HIPAA / Data breach notification) • Get visibility of processes, provides tracking • Support and simplify auditing

7. Live Demo – Step 1: Registration • Turn on your mobile/smart phone • Text your email address as SMS to +43 664 43 62 476e.g: +43 664 43 62 476 yourname@yourcompany.com • You can win a prize at the end of the session! Note: Your phone number and email address will be deleted right after this session! It will be not further used other than for this demo. KofaxCommunication Server WWW SMS Web Portal

8. Who Is Using the Infrastructure? • Who is using and working with the communication services? • What business proceses are relying on it? • Can the business processes by optimized by adding automated communication capabilities?

9. Identify Communication-related Processes Business document Sorting RECEIVED ID: 123456 March 12 2012 Original copy is sent (faxed or mail run) to next business unit Kofax How long does this process take? What are the costs of this process? What about compliance? What about the customer?(sender of the document)

10. Identified Pain Points • Department Issues: • Documents are processed today within 48-72 hrs! Goal: 24 hrs but the wish is: 8hrs! • Lost documents, delayed processing • Slow response times • High overtimes (no new hires allowed) • Lack of visibility of process • Slow processing => a lot of calls f. status check • Resending of documents is required on a regular base (duplicates) • (and yes, also) IT: • High (and sometimes unknown!) operational costs • Compliance issues REVENUE IMPACT!

11. Enterprise Communication Platform With Kofax Communication Server, Kofax provides an Enterprise Business Communication Platform Financial Services Insurance • Claims Processing • Customer Services / Correspondence • Policy Management • Account Opening • Loan / Mortgage Processing • Card and Payment Services • Risk, Fraud, and Compliance • Customer Service • Trade Orders & Confirmation Government • Digital Mailroom • Overdue Payment Recovery • Citizen Benefits Enrollment Transport & Logistics • Exchange flight information • Alerting in case of incidents • Ticketing • Airplane service • Back-office processes Healthcare • Physician Referral Process • Risk Management • Patient Appointments, Reminder

12. Case Study • Goal: “Communication with the customer and especially internal communication were supposed to be optimized” • Optimize email and SMS communication with customer • Optimize internal communication for emails and voice mails • 18 processes communication enabled, improve personal productivity • Connecting 3,500 MFPs to KCS • Single communication platform to reduce costs • Result: Savings of USD 650k / year

13. Live Demo – Step 2: Automated Communication via email • You will receive right now an email with the success story mentioned before. KofaxCommunication Server SMS WWW Web Portal E-mail

14. Accept cargo orders and confirm cargo orders Transport Company Cargo order Confirmation

15. Accept cargo orders and confirm cargo orders Transport Company Cargo order Confirmation

16. Accept cargo orders and confirm cargo orders Transport Company Cargo order Confirmation KofaxPlatform

17. Kofax Communication Server ERP / CRM / ECM / Workflow Fax,Telex KofaxCommunication Server KofaxCapture Voice Desktop E-mail SMS, MMS E-mail MFPs, Fax devices Public InterfacesMessages In / Out Enterprise InfrastructureOrigination & Termination Archiving Billing Monitoring,Reporting

18. Enterprise Ready

19. Today’s environment • Many individual devices • Fixed phone lines for each • Long distance charges • High maintenance effort • No tracking and control

20. Consolidated Communication Infrastructure • Reduce costs via • least cost routing • internal document routing • reduced amount of phone lines • Chain of custody • Improved compliance and security Partner KCS Customer

21. Live Demo – Step 3: Automated Voice Call for the Winner • Winner receives a voice call – NOW! SMS KofaxCommunication Server WWW E-mail Web Portal Voice

22. Questions from the Audience?

23. Thank you For further information, please contact: Daniel Schmidt Product Marketing Manager Email: daniel.schmidt@kofax.com