Oracle Documaker Enterprise Edition Leading The Next Generation of Enterprise Document Automation Solutions

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1 Oracle Documaker Enterprise Edition Leading The Next Generation of Enterprise Document Automation Solutions Dave Webster Sales Director EMEA Oracle Insurance

2 Agenda: Understand how Documaker compliments ECM Complete your offering Get an appreciation of Oracle Documaker What does it do? Expand your Oracles solutions portfolio Increase your revenues

3 What Forrester is Saying During the next five years, there will be powerful and transformational DOCCM platforms built on advanced authoring, workflow, business rules, integration with enterprise marketing platforms, and SOA. These will emerge as true enterprise solutions and fulfil requirements across all DOCCM segments. Enterprises that maintain point solutions without adopting enterprise solutions will struggle to meet emerging customer experience expectations. ECM vendors and others are building out their DOCCM offerings through acquisitions. Oracle s recent acquisition of Skywire Software in 2008 for example. The Forrester Wave : Document Output For Customer Communications Management,, June 25,

4 Which ECM vendors did this... EMC Documentum Document Science Xpression HP Content Management Services Exstream Dialogue OpenText Streamserve Persuasion IBM Content Manager Partner strategy

5 Enterprise Document Automation Mission Critical Application Improve customer satisfaction Optimise business operations Reduce cost and drive efficiency Policy holders often only know their insurers through the documents they receive from them. Making these documents clear, relevant, attractive, and (most importantly) error-free is one of the best things insurers can do from a customer satisfaction and retention point of view. Source: Novarica, Deconstructing ECM for Insurers Document Management, Document Creation, and Content Management, Executive Brief, June

6 Oracle Documaker Transforms Enterprise Document Automation <Insert Picture Here> 6

7 What IDC is Saying Oracle Documaker provides an enterprise platform for the design, generation, and multichannel distribution of statements and invoices, customer correspondence, and other business documents. Documaker's output management capabilities such as batch printing support for highvolume structured communications including transpromo and multichannel presentment. Templates and a browser-based client support the generation of on-demand and interactive documents. Source: Melissa Webster, IDC, Worldwide Dynamic Enterprise Publishing Software, Forecast and Analysis Report, August

8 Oracle Documaker Automates Design, Production, Multi-Channel Distribution All of your Publishing To all of your Channels Supporting all Business Processes 8

9 Oracle Documaker Create Once, Publish to One or Many Transaction Systems Billing Claims C Policy Customer Satisfaction Lien holder/ third party Documaker Print shop Agent/ broker Templates/Formats Regulator 9

10 Oracle Documaker Complete Document Lifecycle Management Create: create and capture documents Manage: store, version, index, manage documents Distribute: Web, , filter documents Publish: print, publish to Web, view Retain with Oracle Universal Content Manager (Oracle UCM); declare, classify, archive, retain and search Create Capture Store Retain Search Version Index Publish Oracle Universal Content Manager Efficiency Manage Distribute (c) 2010, Oracle Corporation. All rights reserved. This document is provided for information purposes only. 10

11 Any Environment Consolidation Structured On Demand Interactive Documaker MRL 11

12 Graphically Rich Financial Statements

13 Personalised Correspondence Marketing messages inserted based on business rules

14 Dynamic Web Publishing Satisfaction Integrate in real time via Web services Generate PDF or interactive documents Support HTML, MIME , and other outputs Archive into Oracle UCM (or other ECM system) 14

15 Documaker creates SMS notifications Keep Customers Informed Marketing promotions Account notifications Claims information Pull to web site

16 Leverage your Website SMS and pull customers and Partners to your web site to view and download their documents And that Creates Cross Selling opportunities for you!

17 Highly Interoperable Solution Consolidation Supports more insurance platforms, integration methods, databases and outputs than any other EDA solution: Platform independent Windows, Unix (Solaris, AIX, Linux), Mainframe Database independent ODBC / JDBC Data independent (any input file format) Flat file, XML, any data source Device independent , SMS, HTML, XML, PDF, RTF, fax, MIME 14 print stream outputs Electronic delivery and data export 17

18 Sample Customers

19 <Insert Picture Here> Introducing Oracle Documaker Enterprise 19

20 Introducing Oracle Documaker Enterprise Next Generation Enterprise Document Automation Oracle Documaker Enterprise Documaker Interactive Documaker Word Add-in Documaker Document Factory Documaker Studio 20

21 Why Choose Oracle Documaker Enterprise? The Leading Enterprise Document Automation Solution Business user empowerment Breadth and depth of document automation support Documaker Document Factory Out-of-the-box accelerators Oracle technology 21

22 Authoring / Design Tools Oracle Documaker Enterprise How it all fits together for next generation document automation Transactional Applications (Dynamic Data) Analytics, Reports: End User Web-based Applets Customer Service Archive / retrieval Business Application Documents Interactive Correspondence Documaker Studio Word-Based Authoring SOA Suite: ESB, WS ADF Identity Suite Oracle Fusion Middleware Oracle BPM Universal Content Management (UCM) App. Server Webdav Systems Mgmt Documaker Server Publishing Job Tracker System Management Dashboard Administrative Tools Oracle 11G Database ODBC / JDBC

23 Presentation Documaker Enterprise Edition in action... For URL details please contact

24 Create Branded, Compliant Correspondence Oracle Documaker Interactive Efficiency Collaborate around document creation Leverage world class workflow Accelerate production with correspondence use cases Gain insight via Dashboards, Analytics, Reports Manage production centrally 24

25 Create Forms and Dynamic Content Oracle Documaker Studio Efficiency Powerful multi-user forms development promotes workgroup and team-based development methodologies Author content and design templates once to reuse across multiple documents Tight integration between content, data and logic for improved compliance Impact analysis tools and integrated testing Integrated library management 25

26 Improve Visibility for Decision Support Oracle Documaker Document Factory Efficiency Access to the information you need to make fast and accurate enterprise document decisions Dashboards, analytics and reporting capabilities Granular level data Full Search and Filter capabilities Just in Time Control/Scheduling Productivity analysis Error Reporting 2011, Oracle Corporation. All rights reserved. This document is provided for information purposes only. 26

27 Oracle Documaker Enterprise Transforming Enterprise Content Automation Improve stakeholder experience and satisfaction Accelerate, manage and optimise business operations Reduce cost, drive efficiency and support consolidation 27

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