Open Bee TM DMS Solutions Our Vision Bring

Open Bee. TM DMS Solutions

Our Vision Bring “A to Z easy to use” solutions to help Companies solving their document related issues

Business Information Management Centralize Share Anything Securely Collaborate 07/10/2020 In real time

Overview of Open Bee. TM Solutions Incoming documents (Paper, Pdf, ERP, Business tool, Microsoft Office : Word, Excel, Power. Point, Outlook) Instant Search & Retrieval Document Managemen t Open Bee™ ESC : Long term Archival Open Bee™ Workflow Manager : documents approval Open Bee™ Portal (Cloud or on Premise) Notification, alerts, … Company Documents capture solutions § § § Open Bee™ Scan Open Bee™ Doc Office Manager Open Bee™ Sync Open Bee™ ERP Manager Open Bee™ Capture 07/10/2020 Customers Secured documents sharing Suppliers Employees Open Bee™ Mobile : access documents on the go

Capture Solutions

Documents capture solutions Manual Open Bee™ Scan Automatic Control Panel indexing PC indexing Automatic Barcode recognition Renaming Open Bee™ Doc Office Manager Microsoft Office documents indexing Open Bee™ ERP Manager Open Bee™ Sync Open Bee™ Capture Zonal OCR Bulk upload Folders creation sync client Invoices Recognition OCR

Open Bee™ Scan: a solution tailored to your volume of paper documents § Low volume: File and index paper documents directly from your MFP control panel. § Standard volume: File and index paper documents directly from your workstation. § High volume: File and index paper documents automatically thanks to barcode recognition 07/10/2020 Capture Solutions

Open Bee™ Scan: Filing of scanned paper documents from MFP Control Panel 07/10/2020 Capture Solutions § Open Bee™ Scan displays your scanning workflows to your MFP control panel. § It enables you to index documents using different criterias such as customizable drop down lists (customers, products, suppliers, . . . ), text, number or date fields. § Once indexed, scanned documents are dynamically filed to Open Bee. TM Portal DMS.

Open Bee™ Scan: Filing of scanned paper documents from Workstation Use your mouse to copy / paste metadatas directly from within the documents (instead of typing it) 07/10/2020 Capture Solutions § Open Bee™ Scan displays all captured scanned documents on your workstation. § It enables you to index documents using different criteria such as customizable drop down lists (customers, products, suppliers, . . . ), text, number or date fields. § Once indexed, scanned documents are dynamically filed to the desired folder of Open Bee. TM Portal.

Open Bee™ Scan: Barcode Recognition Capture Engine 07/10/2020 Capture Solutions § Open Bee™ Scan supports barcode recognition, enabling documents to be autoindexed while being scanned. § It detects any 1 D/2 D barcode on the scanned pages. § It files documents automatically and logically based on the captured metadata.

Open Bee™ Doc Office Manager: Filing of MS Office documents Office workers can now easily share and archive MS Office documents (Word, Excel, …) as well as emails, directly from within their preferred Microsoft application, increasing workgroup productivity through improved access to information. § File to Open Bee Portal, any Word, Excel, Power. Point documents or Outlook emails, right from the ribbon of your Microsoft Office application § Add few tags such as document type, date… 07/10/2020 Capture Solutions

Sync tool for bulk upload, synchronization of local folder § Automatically upload paper documents (scanned from MFP & Scanner Devices) to Open Bee. TM Portal Filing Area. § Synchronize a dedicated local folder (located on the user’s workstation) with Open Bee. TM Portal. § Bulk upload of documents/folders to Open Bee. TM Portal. 07/10/2020 Capture Solutions

File information right from ERP § Single or multiple documents filing § Automatic documents filing and renaming through zonal OCR technology § Enable Digital signature of documents from mobile device 07/10/2020 Capture Solutions

Document Filing

Open Bee. TM Portal: Scanning wizards APP for vertical markets Integration of Pre defined scanning filing workflows for various vertical markets (Healthcare, Insurance, Government, Home Office, retail…) 07/10/2020 Document Filing

OCR Conversion Service to PDF/A OCR Text + Image Open Bee™ Portal integrates leading OCR Conversion engine from ABBYY so as to provides: 07/10/2020 § Optical character recognition (OCR) so that any document can be searched and retrieved from any words contained in it. § Conversion to full text Adobe PDF/A format. § Support of Asian Languages (Thai, Vietnamese, Simplified and Traditional Chinese). Document Filing

Open Bee. TM Portal: Dynamic filing based on metadata Based on metadata that have been manually imputed, Open Bee. TM Portal performs: 07/10/2020 • An automatic renaming of the documents. • A dynamic filing of the documents into self generated folder/sub folder architecture. • A storage of metadatas into the database for easy search when times require Document Filing

Information Management

Information Management Paper Video PDF Images ERP Email Excel Word Power. Point Business tool Open Bee. TM Portal Activity Dashboard Documents Repository Secured Sharing Smart Work Environment Digital Workplaces Approval Workflows

Open Bee. TM Portal: Document Management Store all your documents online in one location with Open Bee. TM Portal, so that they are easier to manage. You can organize your documents and locate them easily with smart indexing options and share them with just a click of your mouse. 07/10/2020 Information Management

Open Bee. TM Portal: User Dashboard 07/10/2020 Information Management Activity Dashboard

Open Bee. TM Portal: Documents Search & Retrieval The Open Bee. TM Portal solution enables your corporate users to retrieve documents instantaneously according to highly relevant search modes that are fast and easy to use (Title, key words, author, date, content. . . ). § Access corporate information from any networked workstation equiped with a web browser. § Retrieve any documents (Word, Excel, Email, PDF, etc. ) using a simple search box or create advanced search criterias. § Browse your Windows type folders structure to precisely locate a file. 07/10/2020 Information Management Documents Repository

Document sharing Secured Sharing Easily share documents with colleagues, clients or partners regardless of file size. 07/10/2020 § Quickly share individual files as links. § Send a link to your contacts so that they can use it to view individual documents. § No limit in GB for file Transfer § Password protected transfers § No need to own a license Information Management

Open Bee. TM Portal: Online Workspaces Digital Workplaces Connect and work better as a team, with Open Bee. TM Portal smart collaborative tool. You can invite others to edit, review and comment on your documents in real-time, so you can meet team deadlines more effectively. Create EXTRANET and customers portal in a few clicks 07/10/2020 Information Management

Brand Open Bee. TM Portal to your corporate graphical guidelines Digital Workplaces § Change colour scheme § Add your own login picture § Add your logo § Customise emails sent by the system 07/10/2020 Information Management

Open Bee. TM Portal: Document Approval Workflows Transform the way you do business with Open Bee. TM Workflow management software. 07/10/2020 § Easily run documents approval workflows among your organization. § Graphical, drag and drop, 100% web based Process Designer. § Customize templates once and re-use often. § Build simple (linear) to complex (conditional) approval processes. § Complete approval tasks with the click of a button Information Management

Open Bee. TM Portal: Admin Console The admin console makes it easy to manage and keep a track of all your users and have control over user actions. Decide to what extent users can have access to your documents, by assigning user roles and permissions. 07/10/2020 Information Management

Open Bee. TM Portal: Version Control Find the right version, every time. The version control features of Open Bee. TM Portal ensure you always have access to the latest version of a document. It's easy to see what has changed, who did it and when the change was made, so you don't have to worry about out-of-date documents or manually sorting through multiple versions. 07/10/2020 Information Management

Open Bee. TM Portal: Document Subscriptions Open Bee. TM Portal allows users to subscribe to and to be notified of edits to documents or changes to folders they have subscribed to. When an existing document is updated or a document is added to a folder, the user receives email notification that the change has occurred, who has changed it, and receives a secure link to directly access the document 07/10/2020 Information Management

Mobile Access

Open Bee. TM Mobile App for i. OS and Android Easy to use, Open Bee. TM Mobile for i. Phone, i. Pad any Android devices gives you the following features: § View files directly on your Smartphone, Tablet. § Retrieve any documents within seconds through the powerful search engine. § File and Share pictures taken with your device with co-workers. § Save files to your device for offline access. § Manage your workflow tasks. § View Dashboards to access favorite documents or to follow documents threads, … 07/10/2020 Mobile Access

Open Bee. TM Mobile App for i. OS and Android 07/10/2020 Mobile Access

Start Small, Grow big Paper Management Document Approval Secured Sharing Business Process Optimization Customers Portal 1 Department 2/3 Departments Customer I Few contacts All company 07/10/2020 Mobile Access Customer III Customer IV

Customer case Studies

Example of case studies in vertical markets • Accounting – Accounts payable, sales order processing, purchase requisitions • Education – Students files (Admission applications, …) • Financial Services – new account opening, Loan applications, … • Government – Tax forms, vehicle registration, business licenses, benefits forms • Healthcare – Patient enrollment, insurance claims, prescription orders • Hotel – Customers records, Accounts payable • Human Resources – Employee files and forms, electronic pay slip distribution • Legal – Case management, customers portal, contract management • Manufacturing – quality control • Marketing / sales – Intranet for company or department (sales force), communication approval 07/10/2020

E Gaming - Online Poker Our customer is one of the leading online gambling groups with several million customers in multiple countries. It offers sports betting as well as poker and casino, games CHALLENGES To register, each new customer needs to provide by Web, by Fax or by Mail several documents (such as a photo ID, front & back of cards, credit card statements, a signed Purchase Authorization form). The large volume of incoming paper documents was generating significant loss of time needed to manually record and file the information. Another challenge was to reduce operating cost through increased selfservice. 07/10/2020 SOLUTION § Automatic documents filing through barcode recognition § Centralised records archiving BENEFITS The processing, storing and retrieving of records has been significantly improved which generate: § Cost savings § Gain of time § More consistent content

Student records management See how Ecoris, a multi sites business school, managed to overcome its paper processing challenges related to students records Click here 07/10/2020 Cas clients