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1 software integration outsourcing

2 Introduction... 4 Basic info...5 Branches:...5 General structure of the Company...6 Company profile... 7 Resources...8 People...8 The layout of Talex plot Office building Logistic and Storage Center Existing electricity system Communication system Data processing center New office building IT Systems Integration...14 Implementing Microsoft solutions Implementing basic IT systems for corporations Centralized management systems Integration, migration and consolidation of environments Disaster Recovery, high availability, backup Audits, analysis, implementing security solutions Virtualization and consolidation Backup and recovery Corporate networks IT Security Examples of hardware, software and infrastructure integration projects Rollouts Examples of rollout projects Software Production...22 Software to manage and control processes running in the company ichange Importer ESPI Umowy (Agreements) Sekretariat (Front Office) SZReK CostCenter SWZ (Purchase Support System) Flota (Fleet)

3 SWOR - System supporting management of court trial sessions Kurator (Probation officer) Custom software dedicated to financial institutions Credit Delivery Rating Tool T-Kiosk Software based on Business Intelligence, Workflow and Data Warehouses BPro Outsourcing...34 Collocation Hosting Virtual Private Servers (VPS) Recovery Center High availability and business continuity Monitoring Infrastructure outsourcing Business Continuity TALDESK tool to manage service requests Examples of outsourcing projects Concluding remarks

4 Introduction This document is aimed at presenting TALEX S.A. as an IT company that offers a wide range of advanced services. It also shows how TALEX differs from other companies of similar type. Being a medium sized company, TALEX is able to easily adjust to specific requirements of its clients. This flexibility is of great advantage as it allows quick decisions in today s hectic time controlling business markets. Management of TALEX S.A. puts great emphasis on knowledge and skill of company s engineers. To be in the front line of advanced technology, they participate in various courses and conferences, take examinations that prove their knowledge and give authorization to perform advanced servicing of hardware, infrastructure, systems and applications. This knowledge and skill is confirmed by many certificates from the renowned vendors of hardware and software. Close cooperation between TALEX and Poznan University of Technology provides additional insight into present research projects and allows predicting future trends. This makes possible to make plans and prepare for future demands of the markets. Quite often graduate students of IT department start their work at TALEX to quickly materialize their theoretical knowledge. Main fields of TALEX activities IT systems integration, outsourcing and software development, which are described further in this document require specific resources that must be reliable, safe and easy to expand. TALEX owns almost three hectares of area conveniently located in Poznan, outside the busy traffic of the city center but with easy access to the main lines of communication. The company is located in buildings that were designed from scratch and constructed to meet specific needs of performed tasks and services. Those resources buildings and infrastructure are under constant development. We look far into the future. Blueprints of a new building are ready and having already permission from local authorities, we can start building if the need arises. This document consists of three parts: This introduction General information about TALEX, its employees, competences and resources Description of TALEX main activities This document is intended to our clients and partners - present, future and potential. We in TALEX are always open to new challenges. In this way we can not only prove our competence, skill and reliability but most of all to increase our knowledge and to share ideas. 4

5 Basic info NAME: ABBREVIATED NAME: LEGAL STATUS: TALEX Spółka Akcyjna TALEX S.A. Joint Stock Company DATE OF FOUNDATION: 1989 REGISTRATION: SHARE CAPITAL: District Court in Poznań, Economic Department XXI of the National Court Register, under the number KRS ,000,092 PLN MANAGEMENT BOARD: ADDRESS: Janusz Gocałek President of Management Board Jacek Klauziński Vice President of Management Board Andrzej Rózga Vice President of Management Board Rafał Szałek Member of Management Board TALEX S.A. ul. Karpia 27D Poznań, Poland Tel.: (+48 61) Fax: (+48 61) NUMBER OF EMPLOYEES: 180 (2005), 174 (2006), 167 (2007), 220 (2008), 240 (2009) REVENUES IN MILLION PLN: (2005), 81.6 (2206), (2007), 131.5(2008) Branches: 5

6 General structure of the Company 6

7 Company profile We are an integrator of advanced information systems. We have been operating in the Polish market since 1989 and we have taken part in many projects; each time helping our clients to optimally utilize their information system for business development. We offer complex IT outsourcing services, using the competence of our engineers and secured infrastructure of our Data Center. We deliver integration projects, which require skills and competence in system integration and IT in general. We develop and implement applications, which facilitate and optimize business processes; we deliver dedicated and tailored solutions. Talex implemented ISO 9001:2000 quality management system as well as ISO 27001:2005 security management system. Talex received numerous awards and distinctions, among others Good Company, Forbes Diamonds, Business Gazelle and Leading Poznan Enterprise. The company is listed on Warsaw Stock Exchange. 7

8 Resources People People are our most important resource. Presently Talex employees 240 people, majority of who have higher technical education. The company is a very attractive employer in the local market. For many years Talex has been cooperating with higher education institutions in Poznan, offering graduates the possibility to develop their professional career in the company. Talex staff has high competence in the technology of leading global hardware producers (e.g. IBM, HP, Cisco) and software vendors (Microsoft, VMWare, IBM), proved by numerous certifications and specializations. Most important certificates: AIS HP Accredited Integration Specialist ASE HP Accredited Systems Engineer APS HP Accredited Platform Specialist ASP HP Accredited Sales Professional ASC HP Accredited Sales Consultant CCNA Cisco Certified Network Professional CCDA Cisco Certified Design Associate CCNA Cisco Certified Network Associate CCIE Cisco Certified Internetwork Expert IPTSS IP Telephony Support Specialist IPTDS IP Telephony Design Specialist IBM Certified Specialist: iseries Technical Solution Design iseries Technical Solutions Implementation iseries Command Operations iseries System Administration pseries Advanced Technical Expert pseries AIX System Administrator pseries HACMP for AIX System Expert DB2 Universal Database Administrator System Administrator WebSphere MCP - Microsoft Certified Professional MCSE - Microsoft Certified Systems Engineer MCSA Microsoft Certified Systems Administrator MCDBA - Microsoft Certified Database Administrator MCAD Microsoft Certified Application Developer MCSD Microsoft Certified Solution Developer 8

9 VMware Enterprise Partner Gold VMware Authorized Consultant VMware Certified Professional VMware Sales Professional - Server Consolidation Desktop Manageability Business Continuity This is the highest status among Partners in Poland Information Technology Infrastructure Library (ITIL) Managing IT services Managing projects according to PRINCE2 methodology PRINCE2 Foundation PRINCE2 Registered Practitioner Knowledge and skill of our engineers as well as the quality and security of provided services have been confirmed by ISO 9001:2000 and ISO 27001:2005 certificates 9

10 The layout of Talex plot Total area of the plot 27,210 m 2 Office building The Office building has 2,446 m2 of space available. Training halls, technical and service rooms, server rooms as well as storage rooms are located on the ground floor of the 3-. storey building. The building administration rooms are located on the first floor. Office rooms, so called open office area, are on the second floor. The building can accommodate a maximum of 115 people. The central point of the building is the Data Center. Equipped in Lampertz technology, the IT room has independent air conditioning, ventilation, power supply and fire protection systems. The facility fulfills very restrictive security standards and fully complies with technical requirements of IBM for such facilities. 10

11 Logistic and Storage Center The Logistic and Storage Center is located next to the main office and is the main storage and transport resource for our company. The center is divided into two parts: office space and storage section. The office space can be used for storing services, drivers and has room for logistic staff as well as conference room. Hardware technical service team is also located here. The team handles, among others, withdrawn computer hardware. The storage section, with 800 m2 space area, is a typical tall warehouse. It contains special racks capable of storing goods on three levels of europallets. The Storage Center has 3 gates that enable logical division of the space into three separate sections. This allows loading and off-loading goods in specific place. The construction of the sections is flexible. Resources from one section can be moved to another if needed. This gives the possibility to increase the store space very fast and effectively. Existing electricity system The safety of power supply is protected by the following components: Two independent medium voltage (MV) power lines Two private transformer stations Dual section switchboards with loop-back system (if one MV power line from one transformer fails, supply will be switched to the second MV power line), (N+1) redundant power generators backing up two MV power lines, Two sets of UPS, each in (N+1) redundant system, which help the fulfillment of very restrictive energy parameters during switch over, External power generators 11

12 Communication system 3 separate fiber-optic links and radio access links Possibility to connect to all major telecommunication operators Decentralized telecommunication nodes between Talex buildings. These buildings are connected by internal (private) fiber-optics links. Data processing center The key part of the office building is the Data Center. Separated by access routes, the Center is the most strictly protected area in the building. The data processing center is divided into 4 sections: Monitoring Test area Technical area IT room (main server room). This division allows flexible configuration and tuning of systems in the test area. Servers prepared in this way finally are placed in the main server room, where access is controlled by very restrictive security standards and procedures. The IT room was equipped with Lampertz security technology under the supervision of IBM engineers. The center was awarded certificate of compliance with IBM standards for data processing centers. The whole room was designed using technology, that ensures: Fire resistance ( external temperature 1100 degrees Celsius for 1.5 hours) Mechanical resistance (resistant to pressure, flooding) Protection against excessive humidity Constant temperature (precise air conditioning, which maintains temperature and humidity at a constant level) Fire protection system (fire extinguishing using gas safe for people and equipment) Restrictive access control (access card system, 24 hour security protection, CCTV monitoring). 12

13 New office building We have ready plans for expanding the office building in our park. We are planning to build new, larger office building, with total space of 4,510 m2. We have complete architectural design and all permits required to start investment. This allows us to offer very shortly, a complete office infrastructure, that fulfills highest standards of safety and comfort. The new facility will be located south of the existing office building, where employee car park is presently situated. The building will be connected by communication routes on the ground floor. The main entrance to the whole building will be moved to the east side of the newly designed section. The architectural design adopted is a composition of geometrical blocks merged in two planes: horizontal and vertical. First: North-south axle, bound by southern entrance with a dominant in the form of glass staircase of the existing building. Second: East-west axle bound by newly designed entrance from the east side, accented by block of hall going through every storey and crowned with a vertical accent panoramic lift in a cylinder space, opening into the hall. 13

14 IT Systems Integration Talex has participated in a number of integration projects ranging from server and storage integration, high availability clusters implementing, to networks designing and building, software optimizing and testing, and mass roll-outs. All of these projects has been highly rated by our partners, and each time competence, skills and deep knowledge of Talex consultants and engineers where stressed. We offer integration at different levels hardware, operating systems, infrastructure and application. Our engineers have knowledge and skills confirmed by certificates of renowned hardware and software vendors to apply most advanced solutions. Generally we provide: Complex consolidation and virtualization of server environments o VMware vsphere 4 o Microsoft Hyper-V o Citrix XenServer o IBM Power Systems (PowerVM, PowerHA) High availability solutions and Disaster Recovery o Server clusters o Data replication o Recovery procedures o Computational power of Cloud Computing o Proprietary Data Center Environment of terminals and virtual desktops o Complex migration of user and application to terminals environment o VMware View, ThinApp o MS Terminal Server 2008 o Citrix XenApp, XenDesktop o Adapting NC / thin client station Solutions for group work and Microsoft infrastructure o Dedicated portals of workflow and document circulation based on SharePoint o Group work and information circulation at the company based on Exchange Server o Basic infrastructure elements and information security at the company: Active Directory, File&Print, ISA Server o o o Environment managing and monitoring: SCCM, SCOM, alternative solutions of Symantec Altiris MSCS high availability solutions, e.g. for SQL Server engine Windows Server farms of terminals Infrastructure integration at all levels o Server platforms (HP, IBM, Dell, Sun, Fujitsu, etc.) 14

15 o Disk arrays o SAN networks(fc, iscsi, Converged) o Central backup solutions o Complex migration of physical environments to virtual Quite often IT systems integration requires extensive testing of integration components and their configuration. This can be done in Talex IT laboratories. We were involved in advanced tests of IT environment to provide the best solutions satisfying client s specific requirements, e.g.: Deployment of EMC Symmetrix and SRDF between bank locations Deployment of HP9000 N4000 as the platform for a credit card management system Deployment of HACMP cluster on IBM RS/6000 for Cortex credit card system Deployment of IBM RS/6000 S80 as the platform for a central database Deployment of Minibank24 architecture running on Sun Microsystems E3500 and E420R Implementing Microsoft solutions Talex is one of the Gold Microsoft Certified Partners in Poland. We offer various services based on Microsoft software and technology (e.g. support, consulting, proof of concept, volume licensing). For our financial clients, we have implemented corporate Active Directory domains, Exchange mail servers, high availability MS clusters. Talex is also implementing Microsoft SharePoint portals for collaboration and content management. We have wide and in-depth experience in the management of desktop technology system migrations, patch management, remote administration. Implementing basic IT systems for corporations Designing and implementing document workflow systems and corporate portals based on SharePoint Portal Server and IIS. Designing and implementing business B2B systems, data synchronization (BizTalk, Microsoft Identity Lifecycle Manager 2007, Microsoft Identity Integration Server). Designing and implementing corporate mail servers based on Exchange Server. Database solutions based on SQL Server. Reporting and analysis systems based on Microsoft and Business Objects. Corporate systems and business applications on demand. Centralized management systems Remote management systems based on Symantec (Altiris) and Microsoft (Systems Management Server/System Center Configuration Manager 2007). IT systems monitoring with MOM/SCOM and NetIQ. Automated desktop and server installation systems (proprietary solutions, Symantec Altiris, Microsoft). Integration, migration and consolidation of environments Migrating to Active Directory and integration with Active Directory. Consolidation and redesign of IT environments based on Microsoft technology. 15

16 Configuration and security audits. Designing and implementing server farms for remote access, application virtualization and terminal solutions based on VMware, Citrix, Microsoft, 2X and ThinPrint products Disaster Recovery, high availability, backup Implementation of Windows clusters. Real time backup based on Double-Take Software and Microsoft technology. Audits, analysis, implementing security solutions IT security audits and analysis. Implementing anti-spam and anti-virus solutions from leading vendors such as McAfee, Symantec, Microsoft, TrendMicro and Sophos. Implementing solutions for hardening corporate IT security based on ISA Server. Talex has the status of Large Account Reseller (LAR) which entitles us to sell Select Volume licenses. Also, we have the Microsoft Gold Certified Partner certificate in the following competences: Data Management Solutions confirming our competencies in the area of data warehousing, business intelligence, OLAP data analysis, data mining, and reporting tools. Information Worker Solutions demonstrate proficiency and maximize revenue potential for Microsoft information worker technologies. Unified Communication Solutions confirming our competencies in the area of building and integrating communication systems throughout organizations. Licensing Solutions confirming our competencies in the area of license provisioning and management. Virtualization and consolidation Due to the increasing computing power of servers, their average utilization does not exceed 20%. A question thus arises - how do you effectively utilize existing hardware resources? The answer is virtualization! Virtualization is about separating the physical hardware layer from the operating system. It enables a single physical machine to run multiple virtual machines, each with its own operating system. Each virtual machine is allocated its own RAM, processor, and network interface resources, along with an operating system and a range of application software, whilst at the same time remaining independent from other machines. The operating system on a virtual machine sees a complete hardware and application environment independent from that of the physical server. Talex is able to deploy and configure virtual environments based on solutions from: VMware, the global leader in virtualization solutions. Citrix, XenServer 16

17 The most often realized benefits of virtualization include: Consolidation of IT environments and reduced hardware demands. High availability of systems and applications. Reduced downtime and the time needed to provide on-demand computing power. Simplification of environment administration and management procedures. Reduced total cost of ownership (TCO) of IT infrastructures. Backup and recovery Data management is one of the biggest challenges facing IT professionals today. IT infrastructures are required to support business-critical applications with zero tolerance for downtime or data loss. To ensure that the process of data recovery is simple and reliable you need proven technology and procedures. Talex solves major recovery challenges through inhouse expertise and world-leading products. Our backup & recovery services include: Designing and implementing backup & recovery procedures Implementing centralized backup solutions Secure data carriers transportation Backup copies stored in our Data Center Corporate networks Talex designs end-to-end corporate computer networks. We have experience in implementing projects of various sizes and in many technologies. Our solutions are based on hardware from reputable manufacturers (e.g. CISCO, Molex, Krone) to ensure the highest level of quality and security. Talex implements projects in the following areas: LAN, WAN, and MAN networks. Building Internet nodes. Building WLANs (wireless local-area networks). Building VPNs (virtual private networks). Broadband DWDM systems. Network infrastructure migrations. Voice transmission through IP networks and IP telephony. Structural cabling. Security systems: surveillance TV, CCTV monitoring, alarm systems, access control, mechanical protection and integrated protection systems. 17

18 IT Security IT system security is a key area of a company's ability to function. A company's immunity to attacks against its resources, determines the safety of transactions, operations, and ongoing activities. That is why proper and effective protection of the IT environment is so important. Correct deployment of an IT security policy requires comprehensive knowledge of many areas, such as operating systems, applications and communications. In such a critical area, it is worth having a proven partner capable to ensure the necessary levels of protection. Talex offers several options to improve the level of IT security for organizations. They include application solutions, hardware solutions, and end-to-end security policies. The services provided by Talex, among others, cover the following areas: IT environment centralization to the extent of account management and authentication based on Active Directory services. Designing secure mail infrastructure. Environment security analysis and auditing. Deploying IT environment management mechanisms (MS MOM, MS SMS, MS ISA Server). Remote 24/7 monitoring of critical services and servers. Deploying mechanisms for data archiving, automatic patch distribution, and remote workstation installation. Examples of hardware, software and infrastructure integration projects Automation of credit delivery for individuals process (decision rules, scoring cards, workflow management) o integrated products: Strata, MQ Series, XMLink, WebSphere o customer: bank Automation of determining ratings of bank customers (Basel II requirements) and behavioral scoring o integrated products: Strata, MQ Series, XMLink, Tuxedo, DB2 o customer: bank Deployment of analytic and reporting environment (Front-end and back-end scoring reports) o integrated products: AbInitio, Business Objects o customer: bank Deployment of a warehouse and an application to control the budget of the bank o integrated products: Red Brick, Data Junction, Oracle, Teradata o customer: bank Deployment of SAP (project run by a consortium); TALEX tasks: data cleansing process o integrated products: SAP Business Warehouse, Oracle, MS SQL, Leon (TALEX proprietary application) o customer: utility company 18

19 Deployment of an analytic and reporting system based on balanced score cards o integrated products: MS SQL, Business Objects, InfoTal, Leon (the last two are TALEX proprietary applications) o customer: utility company Automation of preparing reports for the Securities and Exchange Commission and stock exchange authorities o integrated products: Customer proprietary ERP and warehouse systems, Excel worksheets o customer: investment fund Deployment of Microsoft Office SharePoint Server farm for Warta S.A.: o users o High availability and scalability o Applied solution: multilayer MOSS farm File migration from FileNet Dedicated portal for presentation and information/data exchange Project of migration and extension of MS Exchange organization for WARTA S.A. o Migration of organization to Exchange 2003 o Providing secure access from zones of limited confidence through OWA Project of domain modernization and mail systems for WARTA S.A. o boxes o Consolidation of many mailbox servers ARI@DNA system based on IBM DB2 Data Warehouse Enterprise Edition o System to manage data warehouse o Provides access to current data stored in central database o Integrates data from many distributed source systems o During loading data checks links between different scopes of data Rollouts Today IT environment has to follow changing business needs, software and systems upgrades. The pressure to keep up with the business' expectations makes IT departments to change the way they work. For companies which are about to upgrade theirs hardware infrastructure, Talex has prepared rollout services. Rollout is a mass deployment of IT hardware including pre-installation, logistics, installation at client's offices, as well as de-installation and utilization. Rollout stages: audit of existing infrastructure, hardware stocktaking Talex prepares a complete report of auditing branches with detailed list of equipment to withdraw collecting hardware being a partner of main IT hardware producers Talex negotiates best offers and buys the equipment configuring and installation workstations and servers are preinstalled at Talex' Rollout Factory with accordance to client's specification implementing at the agreed term the hardware is installed at final locations. The process may be performed at weekends or outside working hours not to disturb any normal activity of the staff recycling the withdrawn equipment and hardware are transported to Talex' Logistics Center where it is utilized and recycled where possible. The data stored 19

20 on HDD is erased and destroyed permanently with degaussing or physical destruction Talex owns the Rollout Factory and Logistics Center which allow multiple (even hundreds) workstations and servers preparation in a limited time. Due to pre-installation process the hardware may be installed at final location during a single day. It may be also run during a night or weekend, so that it doesn't interrupt normal working hours. We have developed dedicated software and special procedures that allow a real-time monitoring of the whole process. Project managers have up-to-date information and data from any local branch or office. Examples of rollout projects Rollout BZWBK Complete hardware replacement in Banks' branches across the whole Poland to allow implementation of the new centralized IT system. Time frame: , rollout has been run during 38 weekends Scope: 427 branches and outlets pcs of installed hardware workstations 488 servers printers pcs of network devices 484 scanners pcs of withdrawn hardware Rollout ING A rollout of IT infrastructure to implement a centralized CEDS (Common European Desktop Services) - desktop management system. Time frame: 2005 Scope: 329 branches and outlets pcs of installed hardware workstations 315 servers pcs of withdrawn hardware Rollout Millennium A mass rollout of computer hardware at all bank's branches. Time frame: 2005, work carried out in 2 months Scope: 301 branches and outlets pcs of installed hardware workstations 301 servers 303 network printers pcs of withdrawn hardware 20

21 Rollout KB Rollout of IT infrastructure in headquarters and branch offices. Time frame: Scope: 20 headquarter units 80 branches 280 outlets Installed: sets of computers printers About 90 tons of withdrawn hardware Ministry of Education School Libraries To provide, install and configure hardware and software located at the libraries of primary and high schools. The project was sponsored by European Social Fund. Time frame: 2006, work carried out in 54 days (work days only and during working hours) Scope: 841 libraries all over Poland o More than 3000 pcs of installed hardware o PC workstations o Servers o Multifunction devices o Structural cabling o Internet and WAN network connection o System and educational software o User trainings 54 service teams working simultaneously Central project management EU procedures and detailed reporting 36 months warranty (SLA) Ministry of Education Internet Laboratories for schools To provide, install and configure hardware and software located at the Internet laboratories of primary and high schools. The project was sponsored by European Social Fund. Time frame: 2007, work carried out in 60 days (work days only and during working hours) Scope: 878 laboratories More than 5000 pcs of installed hardware o PC workstations o Servers o Multifunction devices o Structural cabling o Internet and WAN connection o System and educational software o User training 62 service teams working simultaneously EU procedures and detailed reporting 36-month warranty (SLA) 21

22 Software Production Software production and implementing is an important area of Talex operations on behalf of its clients, particularly in banking and financial market. Talex provides a wide portfolio of its dedicated software products which covers areas of risk management, business process management, workflow and document management. Our products can generally be divided into three main categories: Software to manage and control processes running in a company Custom software dedicated to financial institutions Software based on Business Intelligence, Workflow and Data Warehouses Those categories intertwine as we develop products that are general in their nature and can be easily adapted to specific needs of our clients. 22

23 Software to manage and control processes running in the company ichange ichange is the system to manage projects and tasks. It provides space for tasks, information and documents exchange Allows to control project status by project managers and steering committees Keeps required level of confidentiality 23

24 Importer ESPI Importer ESPI addresses the needs of quoted companies and enables quick and easy generation of stock-market reports compliant with ESPI (electronic information transfer system), from the company data stored in ERP systems, Excel sheets, or data warehouses. As a quoted company, Talex itself is obliged to use the ESPI system. Leveraging our experience with similar projects (such as FSE data transfer from Excel to the EMITENT system), we have developed two programs: ESPI Importer and ESPI B2B Importer. Automation of the report generation process eliminates errors which might occur in reports. Umowy (Agreements) The application is designed for the enterprises that keep company documents in an electronic form or that plan to introduce a solution of this type. The system allows to create a database of scanned contracts and contracting parties, to which these contracts apply. The system is a user-friendly application, which is handled with the use of an Internet browser. It allows to create a database of contracting parties, containing all hitherto signed contracts. In this database, there are both individual scanned pages of a contract as well as a text description containing basic information on this subject. Thanks to this, there is a possibility of quick finding of a given contract and all other contracts connected with it. Sekretariat (Front Office) The Sekretariat system supports the process of organizing and managing documents incoming and outgoing to/from the company. It registers documents electronically and thus enables establishing a central repository of mail correspondence for the whole organization. Both incoming and outgoing documents are cataloged and registered under specific categories. The application provides a user-friendly interface which enables fast retrieval of a specific document against any criteria, such as internal number, contractor name, receipt date, subject, etc. Features: storing electronic copies of all incoming and outgoing documents definable relationships between documents flexible definitions of access to documents for users and groups unambiguous assignment of the document status 24

25 SZReK extensive search engine to retrieve documents adding keywords to a document registration of the date and time of the last modification of a document contractor list with the correspondence history web-based interface, providing access to all functions through a web browser automatic notification (via ) of document adding, redirecting, or closing viewing the document flow history access to the document redirection report, with the possibility to check the time of document processing by a given employee. The SZReK system enables automation of processing requests, complaints, and comments in the company or another organization. It makes it possible to define paths for the complaint processing and to automate the document and process flow. SZReK is an exceptionally flexible solution which enables deploying an efficient and effective system to improve relationships with customers through faster and more thorough consideration of customers comments. Features: registration of complaints and praises from: o customers o prospective customers o other persons assigning each case to a specific owner referring cases to other persons for consulting at any stage of complaint processing adding attachments to a case defining various privilege levels for users and groups establishing and defining substitute owners if the original owner is absent for a longer time opening a new case with data transferred from a closed case (case follow-up) registration of the undertaken actions case history definable views with selected information on the case, with support for filtering and sorting data export to the MS Excel format web-browser interface 25

26 extensive reporting: o operating reports o supplementary reports o analytic reports o quality reports built-in search engine integration with other systems used in the company, e.g. CRM, customer database, etc. automated generation of letters and notifications to customers implementing a defined complaint consideration process with automated invocation of individual process steps. CostCenter CostCenter system helps to account for and control budgets allocated to field employees, such as sales representatives. The system may be also used to streamline and automate any process related to cost document flow in a company. Thanks to the built-in flexible project design tools, the system enables document flow schemes to be defined quickly, with full support for document access and reporting. Features: graphical environment for defining processes and document flow schemes authentication and authorization with any mechanism (database, IDAP, text file) support for single sign-on (SSO) authentication web-based user environment central document repository with built-in compression mechanisms defining roles and user groups automatic creation of document flow history (e.g. for invoices) notification of actions in the system defining any validation rules for the entered data adding attachments and comments at individual stages of the invoice flow an extensive invoice retrieval mechanism advanced reporting flexible definitions of budgeting periods and categories. Benefits: automation of invoice processing accounting the sales teams on the basis of to-date utilization of allocated budgets assigning expenses to separate budget categories precisely defined document flow with clearly identified stages and persons responsible at each stage assigning defined roles and access rights to the documents fast access to the current information through an extensive reporting system. 26

27 SWZ (Purchase Support System) SWZ automates and centralizes the internal purchasing proccess. The cost of internal purchases can be limited and lowered by: automating decreasing work consumption, centralizing benefit from scale effect (ability to negotiate better conditions and prices from contractors), standardizing developing unified business standards of hardware and office materials controlling sharing current information about ordered and used materials Implemented in SWZ solutions (based on BPro workflow engine) supports easy integration and modification of the system to support any other processes in the organization (e.g.: vacation, internal orders). Flota (Fleet) The product is designed for the companies that use their own means of transport in their business activity (cars, trucks). It allows optimizing the use of the company s machinery fleet, which is not assigned to specific persons. Thanks to this, the costs connected with maintenance of own transport fleet can be reduced. The car reservation system is a userfriendly application, which is handled with the help of an Internet browser. This application is very useful as a system assisting the work of a company cars dispatcher. Due to a possibility of automatic car reservation by employees, a dispatcher only confirms the reservation of a specified car in accordance with the parameters (e.g. car type, anticipated date and time of reservation) defined by an employee. The dispatcher defines in the system all parameters concerning the cars owned by a company. After completing the travel, the employee registers necessary information in the system by completing a waybill form (e.g. mileage, refueling, comments on the condition of a car, costs of parking, etc.). SWOR - System supporting management of court trial sessions SWOR is a system supporting management of court trial sessions, with such functions as electronic case list and central repository of judicial documents. The system can be flexibly customized to the specific needs of individual courts and therefore perfectly support management of court sessions. 27

28 Kurator (Probation officer) The Kurator system supports the daily tasks of probation officers. The system registers the cases and the probationer data, as well as facilitates preparation of the necessary documents, motions, and reports. 28

29 Custom software dedicated to financial institutions Credit Delivery CreditDelivery is a system that supports credit application processing. Thanks to rules for application approval or rejection, the application consideration process becomes much faster. Also, the system provides aggregate indices for analysts to support risk assessment. The first use of the CreditDelivery system is for analyzing loan applications, but it may be successfully used for application processing in leasing, insurance, brokerage, and banking institutions, as well as in government agencies which support third-party activities in such areas as entrepreneurship incentives, unemployment reduction, etc. Features: A single system instance supports multiple types of application processing for various products, such as: o loan products o insurance products o directed subsidies. The system is parameterized to enable the user to enter modifications, such as for: o rules for automatic rejection and review o process definition, with particular attention to new processes supporting newly introduced products o granting privileges to individual employees, assigning them to groups, and assigning system roles to them o defining and modifying score cards for individual application types o feeding data from relative databases, internal vertical systems, data warehouses containing the cooperation history, or external data sources. The interface enables downloading data from the (national) Credit Information System. Mechanisms for controlling the process flow and exception handling. Support for promotional campaigns of the loan within five minutes type. Each process may have an execution priority, enabling easy implementation of business rules related to time restrictions imposed on the application processing for various products. The system enables analysts and administrators to work through a web browser. 29

30 Rating Tool RatingTool system is an advanced specialized solution providing the homogenous, flexible and efficient environment to manage the internal customer rating systems. This tool satisfies the requirements necessary for the implementation of Basel II by financial institutions. By clearing up and effective management of the internal rating systems it makes valuable contribution to improvement of corporate risk estimation methods and processes. The system includes the following modules: Designer a module to create, modify, and manage rating models User a module providing options for end users, enabling them to calculate ratings from the defined rating models, as well as to view archived ratings Administrator a module which provides, among other functions, a mechanism for monitoring and automatically renew the calculated ratings. The Designer module provides an environment for creating and modifying rating models. A rating model is a definition of all elements necessary to conduct a complete rating process. The User module enables the user to specify which rating model is applicable to the given customer, to execute the rating process, and to print a report summarizing the whole rating process. Additionally, the application enables viewing all archived ratings for the given customer, the list of all operations related to the given customer, and the history of all operations related to the rating process. The Administrator module, in addition to standard configuration management options, provides two specific mechanisms which significantly improve management of the whole internal rating system: Monitoring module, which checks the time limits of rating renewals by users. Depending on the configuration parameters, users responsible for rating renewals may receive Automatic renewal (rating ongoing) module, which enables the ratings to be periodically renewed without active involvement of the users. The renewal is based on the parameters saved during the last rating process, supplemented with up-todate data fetched by automatic data feeding interfaces. 30

31 T-Kiosk T-Kiosk is a complete solution for mobile web access points. It gives full control over Internet Explorer run in a kiosk, securing connections according to pre-defined rules. It may be used for: public web access points, in banks as self-managed information points, in shopping centers as multimedia-information points, railways, airports as web access points. Technology T-Kiosk is based on Internet Explorer "hosting" mechanism. It separates IE from user's commands building an extra layer that filters incoming and outgoing network connections. Due to predefined rules IE may execute only connections that are allowed by T-Kiosk. It is possible to control commands' parameters, e.g. security level, cache, writing history pages. T-Kiosk may also block hard drive write permission, printers and printing management and IE history. Features blocking defined web pages blocking access to IE configuration tools automatic logoff from SSL connections opening IE instances in a single frame privacy control - blocking access to history of web pages viewed by previous user third party components blocking continuous monitoring of unauthorized operations secure viewing and printing PDF visualization according to internal Corporate Identity audio and video streaming support customized host operating system 31

32 Software based on Business Intelligence, Workflow and Data Warehouses Talex has proprietary business-intelligence solutions capable to provide clear and comprehensive information to managers at all levels of the company using existing data sources, such as ERP or CRM systems. Thanks to using multiple data sources at the same time, business intelligence reports provide a more thorough view of the current situation in the company or in selected areas of its operations. Such knowledge enables making decisions in a much shorter time. Talex Business Intelligence is a ready-made solution to prepare reports and analyses for the management. Its architecture includes: data warehouse dynamic analysis environment the InfoTal information portal for making the reports and analyses available to the users. Talex offers also well recognized BI solutions of Business Objects and Cognos. BPro BPro is a workflow engine enabling document- and task-flow management. The system has been designed to enable simple and seamless integration with any information-flow management solutions and applications. Using BPro as a foundation, it is possible to build any workflow system based on defined document- and task-flow rules. With BPro it is possible to move a significant portion of the processing logic and workflow processes to XML files external to the application code. The processing, which follows a specific definition, may be initiated either by the system or in result of an explicit invocation from any module, e.g. after a new user is created, a new customer is added, a new invoice is entered, etc. The three core BPro components are: process definitions stored in XML files QD a component which initializes and manages a queue of messages waiting for processing XML interpreter which performs the processing. The following systems have been developed on the basis of BPro: Sekretariat document flow system. The system enables automatic registration of all documents incoming or outgoing to/from the company and their further processing and flow. It also provides a central document repository with defined retrieval and access rules. 32

33 CostCenter invoice registration system. The system helps to account for and control budgets allocated to field employees (sales representatives). It supports the invoice flow process from registration to accounting instructions, with up-todate monitoring of the budget utilization. Credit Delivery loan application processing system. It supports and automates the loan application processing based on predefined decision rules. SZREK complaint processing system. It enables automation of processing requests, complaints, and comments in the company or another organization. It makes it possible to define paths for the complaint processing and to automate the document and process flow. 33

34 Outsourcing Talex is ready to offer a wide range of outsourcing services. We have created a unique Data Center that has independent communication systems, power supplies, air condition and ventilation. The main server room can be divided into smaller sections, according to the requirements and needs of the customer. At the same time, the modular construction ensures the flexibility to expand the facility as necessary. Our customers have the possibility to rent computational power of servers, to store their data and to use applications running on our servers. They may install their applications and IT systems on our hardware and use the unique infrastructure of our Data Center. Customers applications are entirely secure. Our offer in the field of outsourcing includes: replicating the entire customer's IT infrastructure at our Data Center running applications, processing and storing data on behalf of the customer administering, controlling and servicing IT systems monitoring IT systems using our unique Remote Control Center help in solving running problems in IT systems of our customers All this creates a comfortable environment for our customers. They know that their most vital resources are in hands of highly specialized staff and operated by sophisticated modern tools and utilities. Presently TALEX provides outsourcing services for large financial institutions. We offer business continuity and recovery center for one of Polish commercial banks. The service includes all necessary infrastructure (from desktops, servers, phones, telecommunication lines, to social rooms and separate parking places). A preconfigured hardware is ready to be used within a few hours. Talex Data Center is also used to collocate servers of one the biggest financial institution in Poland. 34

35 Data Center Services Talex offers end-to-end hosting and collocation services. Fast access to the information is presently one of the core success-enabling factors. Make sure that your portfolio information and your services are always available to the customers. While selecting a partner to provide hosting for your applications and web sites, take into consideration whether such partner ensures: data security business continuity high availability technical support. If you choose Talex, you will get all this as standard. For more demanding customers, Talex has an offer of additional services: customer s resource administration ASP for selected applications an extensive package of maintenance services backup office deployment comprehensive backup data center service. Talex has its own Data Center which ensures the highest level of security and continuity of IT systems and environments. The Data Center is equipped with: independent communications links (3 fiber paths) own power supply system (2 transformer stations, redundant UPS units, power generator) precise air conditioning system integrated access-control, CCTV monitoring, and fire systems. 35

36 Collocation Talex offers space in its own Data Center, together with all infrastructure to ensure system security and operation continuity. Collocation in the Talex Data Center guarantees: the highest level of physical safety (continuous supervision, access control, CCTV monitoring) operation continuity (redundant UPS systems, power generator, two independent transformer stations) connectivity through fiber links provided by independent operators (connections in any technology, with charging for bandwidth or for amount of transferred data) communications security (IPS probes, firewall, 24-h monitoring) precise air conditioning (stabile environmental parameters (temperature and humidity), redundant A/C systems). Corporate customers We understand the challenges faced by managers of extensive IT environments in the largest enterprises and corporations. We offer customized, scalable solutions addressing the business needs of such customers. For the corporate customers, we have a collocation offer including: racks (42U) separate compartment any amount of space. Small and medium-size business For smaller companies in which IT is not their core business, finding a reliable IT partner may result in a significant change of the market presence. You can place your servers in our Data Center and have a guarantee of the highest security and reliability. Focus on your core business and let us to take care of what we have expertise in. Lease computing power Talex offers a new type of services lease of computing power. Instead of purchasing a server, you may only purchase processor computing power and memory on a VMware virtual farm in our Data Center. You get exactly as much power as you need at the given moment. When the load of your systems increases, we will provide more power for you. Hosting Talex offers secure, efficient, and scalable hosting services. We offer a complete, modern data center environment with hosting plans adjusted to the customers individual requirements. When you choose application hosting in our Data Center, you get the highest levels of security and reliability, flexible plans corresponding to your needs, and guaranteed 24x7 availability of your servers. The hosting offer includes: guaranteed continuity (also under SLA) physical security of the Data Center scalability to meet the current needs of your business support and maintenance for system environments (patches, updates, system configuration) data safety and confidentiality (Talex has the ISO 27001:2005 Information Security Management System certificate) 36

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