Mobility

1. Mobility Methods for document access while away from the office

2. Options Summary No DMS installed Remote Desktop • RDP • Parallels • GotoMyPc • Citrix Cloud Access • Box • DropBox • Egnyte Using a DMS • Cloud DMS • Remote Desktop • Web Module • iPad – mobile device • Check out • Enterprise Option

3. Remote Desktop Desktop based • RDS • Parallels • GotoMyPc • Cons • For smaller firms • More difficult management • Pros • Secure and Convenient • The attorney logs into their familiar desktop

4. Remote Desktop Server Based • Citrix • MS terminal server • Pros • Large firm capable • Central management of desktops • Remote access to familiar desktop remotely • Cons • Expensive solution • Expertise to maintain • All win apps may not work properly or at all • Robust Connection needed as well as redundant

5. Cloud Access ABA Opinions • Box • DropBox • Egnyte • Citrix Sharefile ”The opinions universally adopt “reasonable care” as the standard for attorneys looking to store their data in the cloud. Unfortunately, you will be hard pressed to find concrete guidelines of what constitutes reasonable care” http://www.americanbar.org/publications/gp_solo/2013/january_february/clearing_cloud.html

6. Cloud Access Box.com Security Features Box has a better toolset for enterprises to manage security and access controls for users. • Admins can now dictate whether individual users and groups may share folders and files with external users. • Admins can block or enable a user's specific devices from accessing the service. • Extra log-in security -- if Box notices a user logging in from an unrecognized IP address or browser on an unknown device, it will ask them to validate via email. • Integration with Samsung Knox, a new mobile device management platform being planned by Samsung. • Integration with two data loss prevention systems, CipherCloud and Code Green. Companies with highly regulated documents use DLP systems to scan documents for particular types of information, such as Social Security or credit card numbers, then apply policies that restrict sharing and usage. • Analytics provided with partner GoodData that allow companies to see how employees are using Box -- for instance, how many documents they're uploading. • Active Directory , SSO Support • 256-bit AES encryption

7. Remote data access options using a DMS

8. Options Using a DMS • Cloud DMS • Remote Desktop • Web Module • iPad – mobile device • Check out • Enterprise Option

9. Cloud DMS Netdocuments Worldox GX3 Cloud

10. Cloud DMS Pros • Convenience – anywhere anytime access • Secure Data Center • Data Backup • Managed Servers, Patch's etc • Lower monthly price , instead of upfront purchase • Need to consider reduction in onsite resources Cons • More cost for software long term • Only as good as your internet connection • Typically no ‘offline option • Will appear a little slower and some delays if your used to a traditional DMS solution

11. Cloud DMS 5 user Pricing • While over three years traditional onsite DMS for 5 users is approximately half the cost of cloud, the following must be taken into consideration: • Server cost and replacement • Storage • Backup • Patch’s & Upgrades • Personnel to manage and monitor

12. Cloud DMS Most Cloud providers will have far better security, Redundancy, processes, and certifications than a typical firm could afford to implement An issue for your firm may be that someone ‘else’ is in control of this and not the firms trusted IT staff.

13. Cloud DMS Cloud DMS Considerations: • Where is the data center • Who manages the servers and supports them? • Reputation/existing clients • Redundancy / recovery • SLA

14. Cloud DMS Examine your weakest link Local Office Internet Connection Support Staff Hardware Data Center

15. Cloud DMS GX3 Cloud Demo

16. Remote Desktop Desktop based • RDS • Parallels • GotoMyPc • Cons • For smaller firms • More difficult management • Pros • Secure and Convenient • The attorney logs into their familiar desktop

17. Remote Desktop Server Based • Citrix • MS terminal server • Pros • Large firm capable • Central management of desktops • Remote access to familiar desktop remotely • Cons • Expensive solution • Expertise to maintain • All win apps may not work properly or at all • Robust Connection needed as well as redundant

18. Web Modules • Remote access from any computer • Web interface • Scaled down feature set • Typically no app integration • Limited email integration

19. iPad – Mobile Device • Convenient access • Adequate search and viewing • Limited Editing • Manual check in process • Document access is only as good as your connection • I-pad sandboxing prevents robust application integration • Normally no cost apps

20. Check out / Check in • Becoming a legacy feature • Files on servers are locked to prevent editing until documents are checked back in.

21. Enterprise Option • Essentially GX3 Cloud but on your servers • Allows for in-office access through standard application • Remote connectivity provides full Worldox application via published app and Worldox communication server for full local desktop application access • No learning curve. Users have same experience in office or out. • Easily install in your choice of data center for private cloud access

22. Enterprise Option Documents Remote Office MS Terminal Server Worldox Enterprise Server Hotel Home Same experience, your choice of delivery! Main Office

23. Thank you Ray Zwiefelhofer President World Software Corporation