An Introduction to ShareVis

1. An Introduction to ShareVis • Business Proposition • IT Positioning • Uses • Usage Example • Workflow Definition • Next Steps Presented by Russ Blaesing Eastern US Bus. Dev. Confidential

2. Business Proposition ShareVis products help companies around the world improve their operations by routing documents and forms through electronic workflows which, in turn: • Accelerates the review and approval processes • Provides easily accessible, actionable information • Compels individuals and teams to action • Provides automated recordkeeping and accountability • Lowers the cost of document and forms processing • Provides business intelligence for continual performance improvement Confidential

3. ShareVis Architecture • ShareVis leverages & runs onWindows SharePoint Services (WSS) • Use Model, Look and Feel • Robustness • Scalability • Infrastructure • ShareVis adds Process-based Information Management • Configurable product,not “service-ware” • Enables seamless enforcement of business processes • ShareVis is built for SharePoint • Together, SharePoint and ShareVis increase the rate and reliability of your business processes ShareVisFormEx™ ShareVis DocEx™ Workflow Engine (ShareVis) • Windows SharePoint Services (WSS) • User management • Permissions • Standard document functionality: • check in / check out • Versioning, etc.. • Search • FREE IIS SQL Server Windows Server 2003 Confidential

4. Complementing Enterprise Systems Sales Engineering Finance . . . Business Processes within existing Enterprise Business System (ERP, PLM, etc., or ShareVis) Confidential

5. DocEx™ Contracts Engineering Drawings Specifications Financial Reports Resumes/Job Apps. Request for Proposal Marketing Collateral Audio/Video FormEx™ Engineering Change Purchase Requisition Quotation ISO 9000/APQP/TS 16949 Order Entry Service Requests Expense Reports Travel & Time Off Request Example Uses Confidential

6. DocEx and FormEx Workflow • Workflow definition uses: • Roles established for information creation/modification/approval • Business Rules (process & data) • Execution and tracking of the process • Who acted -- leverages WSS-established roles and permissions • What they did -- submit, approve/reject, view, comment, revise • When they did it -- determine cycle time • Why -- justification of action • Compel individuals/teams to act on the document/form • Store resulting documents and forms in a well organized manner • Flow information to other enterprise systems • Track/Review/Analyze/Refine the process  Faster, more reliable functioning of your business Confidential

7. DocEx Workflow Example Confidential

8. Starting a DocEx Workflow Starts a DocEx workflow Confidential

9. Getting it Moving Confidential

10. Keeping It Moving Configurable text “One-click” access Process History Confidential

11. What’s On Your Plate Task List Confidential

12. Getting Buy-In and Approval Confidential

13. Who Did What, When? Confidential

14. FormEx Workflow • Use pre-defined workflow processes in combination with forms. • Forms defined using InfoPath + ShareVis extensions for the process activities. • Participants in the process use a ‘thin-client’ form (only need a web browser). • Handle conditions and transitions based on the attributes of the form. • Visibility to form information based on ‘role’ (participants only see relevant information). Starts a FormEx workflow Confidential

15. ShareVis Workflow Designer • Easy to use Windows application • Drag, Drop and Configure • Swimlanes • Publishes workflows to SharePoint sites • Brings design and deployment of sophisticated workflows within the purview of SMEs • Limited IT support required • Requires process orientation and configuration, not programming • Complex workflows developed in hours not weeks Confidential

16. ShareVis Workflow Designer Drag-n-drop Swim lane Confidential

17. Example: 3 Level Approval Process • Engineer, Technician and Supervisor approve document before it continues to Manager and Manager Eq Eng. • One from each of Manager and Manager Eq Eng needs to approve document before it continues to Doc & Training Coord. • If Doc & Training Coord approves the document then it continues to Doc Control. • Doc Control updates meta data and approves final step.Any rejection along the process returns document to initiator. • Notifications alert Initiator of the decisions. Confidential

18. Ad-Hoc Router • Light-weight, browser-based, workflow definition • Highly User-Accessible • Route any “list item” managed by SharePoint with steps like: • Activities – where someone adds something and moves the process forward. • Approvals – where a disposition is rendered. • Notifications – emails sent • Example: route an event for approval before posting Confidential

19. ShareVis Ad-Hoc Router Confidential

20. Plug-ins Confidential

21. Business • ShareVis Document Control • Document Management extensions to SharePoint • Workflow Designer • ShareVis Ad Hoc Router • Basic Support (email 3 bus days, FAQ, lessons learned and community board) • Extended Support • 30h of telephone support • Email reply within 1 business day • Product Upgrade on demand • After warranty period on-demand product upgrade with 40% discount • Pre-Paid Upgrade • After warranty period 20% of license cost/annum upgrades to the latest version • Licensing per virtual server: $19,000 with progressive discount schedule Confidential

22. Summary • Compelling business case • Speed routing and approval of docs/forms • Accountability, recordkeeping, info access. • Improved business intelligence and processes • Ease of integration, design and use • Complements and leverages existing enterprise systems • Moves process control closer to SME • Priced for departmental budgets Confidential

23. Next Steps • Thank You • Addressing your current challenges • Contact Me • rblaesing@sharevis.com • 734.929.0627 (Ann Arbor) Confidential