The financial services industry is under scrutiny to be transparent in today's market. With increasing regulations, ever-changing customer expectations and the unpredictability of today's economic market, the financial service sector is looking to open source technology to meet their demands and lower overall costs.

1. ECM 101 for
Financial Services

2. Agenda
• Who is Alfresco?
• What is Enterprise Content
Management?
• Case studies
• Q&A

3. Maidenhead, UK Global Headquarters Atlanta, US Headquarters
Alfresco is now the largest private,
pure-play open source software
company in the world.
3 million+ downloads of Alfresco community
2000+ customers from 43+ countries
250+ global channel partners
21 consecutive quarters of revenue growth
founded in 2005

4. Founders
Alfresco people
John Powell
CEO
Enterprise Software + Former COO of
Business Objects
Content Management +
Commercial Open Source John Newton
CTO & Chairman
Former founder of
Documentum
Management Team Experience
Investors

5. Sample Alfresco Customers
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6. Complete Content
Alfresco Platform What we do
Management
Electronic
Document Web Content Records Email
Management Collaboration Management Management Archive
Digital Asset
Management
Workflow
Image
Management
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7. Document
Management
• Common uses
o Store, search, manage content with central repository
o Content sharing, versioning, workflow/approval
• Benefits
o Save time, simplify searching
o Improve knowledge sharing, work smarter
• Highlights
o Simple as shared drive, integration with MS Office
o Web access, security & permissions
o Any kind of content

8. Collabora1on
• Common uses
o Team/departmental sites
o Collaboration for project management
o Simple document tags, keywords
• Benefits
o Empower users and teams easily
o Simple UI -- intuitive, low learning curve
• Highlights
o Rapid roll-out and adoption
o Web 2.0 services all within same platform

9. Web
Content
Management
• Common uses
o Content authoring, workflow
o Feed the presentation layer
o Structured content (press releases, articles, images)
• Benefits
o No surprises on your site
o Reduce dependence on IT
• Highlights
o Whole site versioning and rollback
o In-context preview

10. Records
Management
• Common uses
o Identify, classify, preserve records (documents)
o Retrieve records for auditing; purge records over time
o Maintain evidence of contracts, certificates, legal content
• Benefits
o Compliance support with audit history
o Integrity via security and roles (i.e. file/write, search/read)
• Highlights
o “RM for the rest of us” - dramatically lower cost
o Multiple import points – web, CIFS, email (IMAP)

11. Email
integra1on,
archiving
• Common uses
o Simply email content into Alfresco
o Document/archive emails specific to a project or matter
o Individual “drag and drop” email into Alfresco repository
• Benefits
o Integrate with existing communication methods
o Easy adoption
• Highlights
o Any email technology with IMAP
o Includes email attachments

12. Digital
Asset
Management
• Common uses
o Basic/light DAM- store, manage rich media & large files
o Catalogue file types, metadata, set up rules for media
• Benefits
o Same repository
o Storage policies driven by business rules
• Highlights
o CIFS, WebDAV, FTP, multi-file upload
o Thumbnailing, preview capability out of the box

13. Image
management
• Common uses
o Digitize physical records, go “paperless”
o Inbound paper management (invoices, contracts, forms)
o Simple capture through shared drive interface
• Benefits
o Efficiency through electronic search and storage
o Full text indexing, metadata capture
• Highlights
o Automate rules and business process
o Integrate with scanning/OCR technologies (i.e. Kofax)

14. Customer Spotlight: HR Block
Challenge: H&R Block wanted a flexible, easy- to-use document
management system to capture clients' tax documents and move them
digitally to its tax preparers' offices.
Solution: By choosing Alfresco, H&R Block was able to meet its goal of
choosing to scale both technically and economically. H&R Block paid one-
tenth of a similar commercial product support contract. The company's
initially doing several deployments at headquarters, but it wanted a cost low
enough to leave open the possibility of a major rollout to its extensive
branch offices.
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15. Customer Spotlight: The P&V Group
Challenge: To be able to archive the records properly within the group’s
existing system, a large proportion of the scanned documents had to be
handled manually. The task at hand was two-pronged: the solution needed
to provide an answer to short-term requirements, while at the same time
align with the P&V Group’s longer-term vision regarding ECM.
Solution: By choosing Alfresco, P&V was able to have a single standard
platform for their EMC and DM systems. Over time, they could integrate and
expand into WCM. The Alfresco solution is meeting its targets with flying
colors. First scan recognition has risen from less than 60% to 97%. Documents
are now loaded automatically into the archive and made available to users
online. Additionally, a range of document flows have also been optimized,
which has generated additional savings. Today, the archives contain in
excess of 14 million documents.
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16. Customer Spotlight: Caceis Investor Services
Challenge: The problem needing to be solved consisted of two parts: The
company is legally obliged to keep a record of all our customers'
documents, which, at the start of the project in 2007, represented around
80,000 pages, with increasingly large storage space requirements. The
second challenge was that of transactional orders and validating signatures.
Solution: The Alfresco business model, based on open source software,
enables flexible solutions to be offered with an excellent TCO, compared
with proprietary solutions. Alfresco has provided a permanent solution for
Caceis to accommodate high volumes of data combined with secure
shared access to information.
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17. Demo

18. Q&A
• If you have questions, please enter
them in the Q&A panel.
• Bob.duley@alfresco.com
• 770-658-4414
• Mark.frazer@alfresco.com