MarketScope for Automated Document Factory 2.0 Software

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1 MarketScope for Automated Document Factory 2.0 Software Gartner RAS Core Research Note G , Pete Basiliere, Ken Weilerstein, 2 December 2008, R Automated Document Factory 2.0 software does more than manage transaction print and mail operations. Document design and integration that facilitates multichannel publishing are key elements of ADF 2.0 software. WHAT YOU NEED TO KNOW The consequences of not having an automated document factory (ADF) are high. High labor, material and postage costs, poor quality and document integrity, and low company growth and departmental value are the burdens that print and mail operations without an ADF bear. Our MarketScope provides insights into the market and ratings of the ADF 2.0 software providers that can help make your operation world-class. MARKETSCOPE Today, transaction document printing and mailing facilities must be able to produce high volumes of personalized and relevant communications using the latest equipment and software while supporting output in other media. Gartner's Automated Document Factory 2.0 (ADF 2.0) architecture is the blueprint upon which enterprises design a state-of-the-art operation for creating and delivering mission-critical, high-volume documents. The ADF 2.0 software market is segmented into four groups of providers: Mailing-system providers (Bowe Bell+Howell, Kern and Pitney Bowes) that integrate mail piece quality assurance hardware and software into their equipment and provide the overarching systems that facilitate composition, control data input and monitor the entire production process High-volume printer technology providers with a strong transaction document focus (InfoPrint Solutions, Oce and Xero) that complement their device workflow tools with software that supports direct mail and other forms of commercial printing Printer technology providers with a strong direct mail and commercial printing focus (Kodak and HP) that is complemented by software tools that support transaction printing

2 2 Software providers with a strong document composition focus (Compart, Crawford Technologies, Gandlake, GMC Software Technology, ISIS Papyrus Group, Rochester Software Associates, Sefas Innovation, Solimar Systems, StreamServe and Xenos Group) that integrate their offerings with various printer and mail inserter providers' hardware and software Bear in mind that in today's marketplace, most of the ADF 2.0 software technology providers can support more than one form of printed material. Unlike the early ADF implementations, which focused on high-volume billing, policy and check output environments, today's print and mail operations are frequently producing other forms of marketing collateral. Similarly, the tools that are typically employed by print service providers focusing on such collateral are also employed in the production of bills, statements and checks. Although this MarketScope provides significant insight into the ADF 2.0 software technology providers and their product capabilities, it is important to assess their capabilities based on your specific requirements. ADF 2.0 Benefits Gartner surveyed each provider as part of the MarketScope research, probing for information on their sales and customer base as well as on the potential savings, quality improvements and other benefits that typical users eperience. The revenue range was dramatic, with some providers reporting several hundreds of thousands of dollars in sales that were attributed to the annual ADF 2.0 software and service. Customers were primarily located in North America and Western Europe with a small but growing base in Eastern Europe, Latin America and other regions. We also interviewed ADF 2.0 software users about the reasons they implemented an ADF, the selection and implementation process, subsequent eperiences with the provider's training and service organizations, and the benefits they actually derived from their ADF 2.0 implementation. Depending on the nature of the toolset, we found savings ranging from 15% to 100%, where the latter meant elimination of capital, labor or material. The savings were also derived from qualitative improvements, such as piecelevel tracking of their customers' transaction documents throughout printing and mailing, which reduced the cost of regulatory penalties from mismailings. Interestingly, some customers did not try to develop a monetary return on their investment, believing the high levels of document integrity that can be assured with an ADF 2.0 implementation were necessary for them to remain competitive. Reflecting the trends that Gartner research uncovered two years ago, ADF 2.0 software tools from each provider are able to assist organizations with enterprisewide, multichannel content distribution that goes beyond print and mail to include electronic media. Several market trends are converging with ADF 2.0 to encourage this approach as document integrity becomes a core requirement and the ability to dynamically communicate with customers and prospects in multiple media becomes a key component of firms' marketing campaigns. Document composition capabilities are also becoming commonplace as ADF 2.0 providers integrate those capabilities. Some ADF 2.0 providers have multichannel output but may lack printer and inserter management control, including real-time piece tracking and reprints, meaning they must partner with other technology providers. From the end user's perspective, this is neither good nor bad. All providers reported not only the theoretical capability but also actual installations where they partnered with a firm that could have provided an end-to-end ADF 2.0 solution but was not selected by the user. Looking ahead, users must be aware that a strong market consolidation trend has emerged in the past two years. HP's The MarketScope is copyrighted December 2008 by Gartner, Inc. and is reused with permission. The MarketScope is an evaluation of a marketplace at and for a specific time period. It depicts Gartner's analysis of how certain vendors measure against criteria for that marketplace, as defined by Gartner. Gartner does not endorse any vendor, product or service depicted in the MarketScope, and does not advise technology users to select only those vendors with the highest rating. Gartner disclaims all warranties, epress or implied, with respect to this research, including any warranties of merchantability or fitness for a particular purpose Gartner, Inc. and/or its Affiliates. All Rights Reserved. Reproduction and distribution of this publication in any form without prior written permission is forbidden. The information contained herein has been obtained from sources believed to be reliable. Gartner disclaims all warranties as to the accuracy, completeness or adequacy of such information. Although Gartner s research may discuss legal issues related to the information technology business, Gartner does not provide legal advice or services and its research should not be construed or used as such. Gartner shall have no liability for errors, omissions or inadequacies in the information contained herein or for interpretations thereof. The opinions epressed herein are subject to change without notice.

3 Table 1. Evaluation Criteria 3 Evaluation Criteria Market Understanding Offering (Product) Strategy Vertical/Industry Strategy Innovation Geographic Strategy Product/Service Market Responsiveness and Track Record Comment Ability of the vendor to understand buyers' wants and needs and to translate those into products and services. Vendors that show the highest degree of vision listen to and understand buyers' wants and needs, and can shape or enhance those with their added vision. The vendor's approach to product development and delivery that emphasizes differentiation, functionality, methodology and feature sets as they map to current and future requirements. The vendor's strategy to direct resources, skills and offerings to meet the specific needs of individual market segments, including vertical markets. Direct, related, complementary and synergistic layouts of resources, epertise or capital for investment, consolidation, defensive or pre-emptive purposes. The vendor's strategy to direct resources, skills and offerings to meet the specific needs of geographies outside the "home" or native geography, either directly or through partners, channels and subsidiaries as appropriate for that geography and market. Core goods and services offered by the vendor that compete in/serve the defined market. This includes current product/service capabilities, quality, feature sets and skills, whether offered natively or through OEM agreements/partnerships as defined in the market definition and detailed in the subcriteria. Ability to respond, change direction, be fleible and achieve competitive success as opportunities develop, competitors act, customer needs evolve and market dynamics change. This criterion also considers the vendor's history of responsiveness. Weighting Standard High Standard Standard Low High Standard Source: Gartner (November 2008) acquisition of Estream and Oracle's purchase of Skywire Software (with its legacy Docucorp offering) are just two of the latest. Hardware providers that recognize the need for a deeper and broader software toolset are driving this trend, which will become even stronger given the severely negative economic conditions present in late 2008 and epected for Market/Market Segment Description Gartner's ADF 2.0 architecture gives technology providers the framework for developing and implementing the strategies and tools necessary for 21st century communications in any media. By doing so, the architecture provides the basis for software solutions that enable end users to ensure print is an integral part of their enterprise's multichannel, CRM-based approach to disseminating marketing messages and financial information. For many enterprises, however, the primary reason for implementing ADF 2.0 is the desire to reduce operating costs, improve product quality and ensure document integrity. Indeed, the global economic downturn eperienced in late 2008 provides the impetus for ADF 2.0 software purchases. Capital ependitures are frozen or reduced at many companies, while software that generates immediate or near-term benefits is purchased, often resulting in a return on investment within a matter of months. ADF 2.0 modules supplied by the technology providers covered in this MarketScope are one key to the operational savings that enterprises are seeking. In this MarketScope, a technology provider is rated as strong positive or positive when the provider's ADF 2.0 suite is a comprehensive offering targeted at high-volume transaction print and mail operations or it actively partners with other providers to do

4 4 Figure 1. MarketScope for Automated Document Factory 2.0 Software RATING Strong Negative Caution Promising Positive Strong Positive Bowe Bell+Howell Compart Crawford Technologies Gandlake GMC Software Technology HP InfoPrint Solutions ISIS Papyrus Group Kern Kodak Oce Pitney Bowes Rochester Software Associates Sefas Innovation Solimar Systems StreamServe Xenos Group Xero As of 26 November 2008 Source: Gartner (November 2008) Table 2. Descriptions of Ratings Rating Strong Positive Positive Promising Caution Strong Negative Description The vendor is a solid, stable provider of products, services and solutions. The vendor's solution set aligns with market demand and the vendor's stated strategy. Customers should continue investments. Potential customers should feel comfortable in adding the vendor to their portfolio. The vendor is strong in several specific areas but is more opportunistic than strategic. Customers should feel comfortable making continued investments but should consider making them incrementally. Potential customers should shortlist the vendor as a tactical alternative. The vendor shows potential in specific areas. However, the vendor or specific vendor initiative needs to evolve and mature before the vendor can be considered positive. Customers should monitor the situation closely and develop plans of action for best- and worst-case scenarios. Potential customers should be aware of the issues and opportunities and make decisions accordingly. The vendor is having a tough time responding to challenges in many areas. Customers are advised to find alternatives and withdraw their business as soon as possible. Potential customers should consider the vendor only if no alternatives eist. The vendor faces tough challenges in one or more areas. Customers should weigh the potential risks to the business and craft contingency plans as needed. Potential customers should note the vendor's challenges in their due diligence. Source: Gartner (November 2008)

5 so. Use the market segmentation to identify which provider(s) meet your requirements, and then consider the ratings. For eample, if you require a comprehensive software and hardware solution, engage suppliers that have etensive eperience integrating printers and mail inserters into the ADF 2.0 control and reporting module. On the other hand, if you have proprietary systems for managing your print and mail operations, then work with a provider that can integrate your documents with not only ERP systems but also CRM software. Inclusion and Eclusion Criteria The MarketScope for ADF 2.0 software includes providers that meet the following criteria: Provides software that processes data through three or more of the ADF 2.0 modules (document design and content integration; input; transformation; delivery preparation; control and reporting; and response management) either with its proprietary software or in partnership with another provider, AND Provides software with the ability to accept and repurpose (if needed) content from multiple applications written and eported in multiple file formats, AND Integrates with third-party hardware and software as required by the end user, AND Provides needs assessment and/or professional services (including re-engineering workflows) and technical support, AND EITHER Has at least $2.5 million dollars in annual revenue (in the prior fiscal year) derived from its ADF 2.0 software only, OR Partners with another ADF 2.0 software provider in no fewer than 25 ADF 2.0 environments The following draft eclusion criteria were employed: Software does not meet the criteria noted above, OR Fewer than 50 customers have actually implemented the software We ecluded Oracle, which recently acquired Skywire Software and its legacy Docucorp software, because it had no prior ADF offering and is only now beginning to integrate the acquisition. Rating for Overall Market/Market Segment Overall Market Gartner rates the overall ADF 2.0 software market as positive. Although the original ADF software market has matured, the etended suite of document design and content integration, as well as response analysis products, has been incorporated by a small yet growing number of providers and embraced by an increasing number of enterprises. Vendor Product/Service Analysis Bowe Bell+Howell Product(s): BOWE One Bowe Bell+Howell's ADF 2.0 offering, known as "BOWE One," offers a comprehensive suite with separate modules for production management, item management, data management and customer service. Together these perform all of the original ADF functions (input, transformation, delivery preparation, and control and reporting) as well as ADF 2.0's new document design and content integration. The response management function found in ADF 2.0 is provided through partners. BOWE One is available worldwide and supported in North America by Bowe Bell+Howell and in Europe by Bowe Systec, each with its own sales and service organization. Bowe Bell+Howell augments this with implementation, project management and on-site training services that the comple, large-scale ADFs spanning a wide range of documents require. Customers typically operate the full-fledged production printers from InfoPrint, Kodak, Oce, and Xero, but Bowe One can also be used with Canon, Dainippon Screen, HP, Konica Minolta, Ricoh and Xeikon printers. Besides Bowe Bell+Howell and Bowe Systec inserters, the other major inserter brands supported include Kern, Mailcrafters and Pitney Bowes, with many customers employing more than one brand. Bowe Bell+Howell has offered a comprehensive ADF product suite for several years, first with its "Jets" and "IntellaCtr" products and now with the net-generation, integrated BOWE One. The company's inserting hardware and software epertise make its offering worth an in-depth evaluation by enterprises seeking an upgrade of their print and mail operations to ADF 2.0. Rating: Strong Positive 5

6 6 Compart Product(s): DocBridge Suite Though Compart is best known for transformation software, which was its first product, DocBridge spans the original ADF modules (input, transformation, delivery preparation, and control and reporting) with its partners. Enterprises with strong printing and mail inserting equipment and epertise that are interested in enhancing legacy applications by reformatting them into personalized transpromo documents, as well as creating new applications, and enabling output to multiple paper and electronic channels should investigate Compart's offering. Compart's customer base is predominantly European with a substantial and rapidly growing presence in North America and some representation in the other major world regions, as well. Customers are found in most industries but with banking, insurance and other financials dominating, as well as production printing service bureaus, especially outside of its core European market. Customers operate DocBridge Pilot with all of the major printer brands and with inserters from Bowe Systec, Kern, and Pitney Bowes, while inserters from Bowe Bell+Howell and MegaSpirea can also be supported. Unlike some of its counterparts, Compart primarily supports its customers remotely, though almost always on a one-to-one personal basis, rather than through Web self-service. Crawford Technologies Product(s): PRO Suite (Document Re-engineering, Dynamic Document Archive, Enterprise IMB, Transform, and Workflow product families) Crawford Technologies' support of ADF 2.0 begins with the transformation module and spans delivery preparation to control and reporting. PRO Suite can be augmented with partners' document design and input software. The company's approach is not to make ADF systems but to make ADF systems better. Instead of selling systems, Crawford goes into environments with some or all of the ADF 2.0 modules and strives to improve them. This is an especially compelling sales proposition to transactional printing operations with a significant investment in a "home grown" ADF application that they have outgrown (or that they no longer have the skilled staff to support) or are using software from a printer or inserter technology provider with limited functionality that they have outgrown. Customers use all of the most common production printer brands, while a few less common ones, such as Dainippon Screen, Riso and Xeikon can also be supported, and inserters from Bowe Bell+Howell, Bowe Systec, Kern and Pitney Bowes are found in some sites. Most of Crawford Technologies' customers are in North America, with some in Western and Eastern Europe, and a smaller number in other regions, such as Latin America and the Pacific Rim. Financial services and production service bureaus dominate. The company's main presence is in North America and the U.K., with a minority of customers in Europe and other regions ecept the Middle East and Africa. The predominant industries are financial services and service bureaus. Crawford Technologies provides hands-on service but mostly supports its customers remotely, relying partly on Web-based technology. Gandlake Product(s): Enterprise Layer Suite Gandlake has a track record stretching back to the early days of ADF. The company has provided solutions to the U.K. public sector, having worked with the central government's departments and defense agencies for several years. Gandlake also provides ADF solutions to the largest billing utility in the U.K., as well as financial services organizations. Gandlake's ADF 2.0 modules include input, control and reporting, and response management, with partners filling in most of the remaining functions. LaserServe is Gandlake's document creation and distribution engine and the core of its Enterprise Layer suite. Other components of the suite include electronic bill presentment

7 and document management modules. Its customers already use Bowe Bell+Howell and Pitney Bowes inserters, while Gandlake can etend its support to support Bowe Systec and Kern. Partners include HP Estream, Oce, Pitney Bowes Group 1, PrintSoft and Sefas Innovation. Customers can epect a more intimate relationship with Gandlake than with most competitors that rely on automated Web-based service; inquiries are answered by and by telephone. Gandlake also customizes its software to each customer's specific needs, an offering that is especially appealing to enterprises with unique applications or production processes. Rating: Promising GMC Software Technology Product(s): PrintNet T GMC Software Technology's PrintNet PA provides the framework for its ADF 2.0 solution, with components incorporating the document design and content integration, input, control and reporting, and response management modules. The remaining modules are provided by partners, including Bowe Bell+Howell, EFI, Kern, Oce, Xeikon, Xero and others. Though GMC Software has customers all over the world, its primary customer bases are in Western Europe, with a concentration on banking, and in North America, with a concentration in statement outsourcing and insurance markets. The company's presence in other regions also tends to focus on service bureaus and insurance. GMC Software's products enable its customers to design, compose and publish personalized communications and transaction documents in paper and electronic media, with workflow automation and output management capabilities built in. GMC Software is ISO:9001:2000- certified and employs Capability Maturity Model Integration (CMMI) process improvement methodology in its software development. Enterprises with strong digital printing and mail inserting epertise that are interested in epanding into the production of personalized transpromo documents and direct marketing campaigns in multiple channels should investigate GMC Software's offering. HP Product(s): HP Estream HP's Estream software focuses primarily on commercial print applications. The company does support generated output for use on Canon, Ricoh and Xeikon devices, but there is not a close partnership arrangement. Rather, HP Estream is primarily a content management tool that integrates with ADF 2.0 workflows. As a result, HP s software includes the document design and content integration, input, transformation, and response management modules. HP is willing to partner with other print and mail hardware and software technology providers. It has also demonstrated success in remaking traditional transactional documents into compelling communications. These factors make HP Estream worthy of consideration for enterprises transitioning to dynamic multichannel publishing. HP s ADF 2.0 customer base includes financial services and statement outsourcing companies, with almost 90% of them generating both print and electronic output. Current clients are mainly located in Western Europe and North America, with a growing presence in other regions. Rating: Promising InfoPrint Solutions Product(s): InfoPrint Workflow InfoPrint Solutions has a long but little-known history of major ADF implementations, starting when the company was an arm of IBM. The company focused on custom implementations, however, as a natural etension of its high-volume transaction output printers and the InfoPrint software tools that ran them. InfoPrint developed the necessary connectivity to a wide range of printers and inserters, with the output integrated with InfoPrint's control and reporting software. Beginning in 2007, InfoPrint "productized" its offering so, while customization is still available, the basic or "standardized" software toolset can be implemented by a wider range of users. 7

8 8 As a result, InfoPrint's toolset covers the original ADF modules: input, transformation, delivery preparation, and control and reporting. InfoPrint provides the complete ADF 2.0 suite by partnering with some of the other technology providers covered in this MarketScope to provide document design and content integration, response management, and marketing analytics. InfoPrint's primary customer base is dominated by banking, financial services, utility and statement outsourcing companies. It has customers in nearly every region but primarily in North America and Western Europe. InfoPrint Solutions draws on the epertise developed through numerous, very-large-scale ADF implementations. Enterprises must evaluate the InfoPrint Workflow product when seeking a robust ADF 2.0 solution capable of managing the entire publishing workflow. Rating: Strong Positive ISIS Papyrus Group Product(s): ISIS Papyrus Software Suite ISIS Papyrus Group's software spans all si of the of ADF 2.0 modules, and most date to well before Though it operates in all world regions ecept for the Middle East and Africa, its headquarters are in Switzerland, and most of its business by far is in Europe. Its ADF 2.0 software is used mostly by banks and service bureaus. Banks often seek partners that understand their industry, and they find in ISIS Papyrus the relevant epertise necessary to capitalize on ADF 2.0. ISIS Papyrus has customers with a wide range of printers and most of the top brands of inserters, such as Bowe Bell+Howell, Bowe Systec and Pitney Bowes, installed in customer sites, and Mailcrafters and MegaSpirea also supported. It supports its customers in an automated, Web-based fashion, as well as oneto-one by phone and , but relies mostly on remote support, with a fee for on-site visits. Kern Product(s): MailFactory Suite Kern's MailFactory Suite is a customizable, modular ADF 2.0 software suite that covers the delivery preparation, control and reporting, and response management modules. Through partnerships with other ADF 2.0 software providers, MailFactory Suite can interface with other document production and workflow tools. Kern has banking, insurance, financial services, health, utility and statement outsourcing customers in all regions, via 14 subsidiaries and 90 distributors. Its customers employ the major printer brands and even some of its competitors' inserters. Indeed, MailFactory Suite is designed to accommodate a wide variety of inserter control file architectures, enabling it to adapt to different configurations, and user-defined databases. Kern supports its customers through a combination of direct and indirect online approaches, including remote access over virtual private networks, as well as a Web repository. As an inserter manufacturer, it is also able to take advantage of its on-site staffing. Kern's inserting hardware and software epertise make its offering worth an in-depth evaluation by enterprises upgrading their mail operations to ADF 2.0. Kodak Product(s): Prinergy Kodak offers a unified workflow that is tuned to the commercial printing marketplace, typically partnering with Sefas Innovation, Pitney Bowes' Emte Software, Compart and others when ADF 2.0 architecture is needed. Nevertheless, a majority of the full-color pages run on Versamark printers are in transactional environments. Kodak's Prinergy and Insight tools work well together to provide ADF 2.0 functionality, providing document design and content integration, input, and response management capabilities. It partners with other providers, such as Pitney Bowes' Emte unit in the U.S., when ADF 2.0 architecture is being implemented.

9 Along with a strong North American presence, Kodak's ADF 2.0 offering is also strong in Asia/Pacific and Japan. The company finds that service bureaus are among its biggest customers. The recognition that many of its customers are in a commercial environment, coupled with a willingness to partner with other providers in a custom ADF 2.0 implementation, makes Kodak's offering worth consideration for enterprises transitioning from a strictly monochrome, transactional print and mail operation to a multichannel publishing venture. Rating: Promising Oce Product(s): Prisma Oce, which has a strong production printer offering, currently focuses on the input, transformation, delivery preparation, and control and reporting modules. However, it partners with several companies for the ADF 2.0 tools outside its own hardware. For eample, in October 2008, Oce announced plans to integrate Sefas Innovation's tools into its Prisma workflow. The continued development of its software offering, coupled with the depth of its production printer offering, makes Oce a viable ADF 2.0 provider for many enterprises, especially ones that are employing highspeed color printers to produce transpromo documents. The company has a geographically broad ADF 2.0 customer base, ranging from Western Europe to North America, Brazil and Asia/Pacific. Similarly, its customer base is broad with significant presence among enterprises producing transaction documents, direct mail and (increasingly) book production. Pitney Bowes Product(s): DFWorks Pitney Bowes was one of the first companies to incorporate the ADF concept into its product line. Today its ADF 2.0 offering spans the breadth of dynamic, multichannel communication publishing while also incorporating location intelligence into document creation. The company offers a complete suite of ADF 2.0 modules of its own while also partnering with other firms as the customer dictates. Its Emte subsidiary, for instance, offers software that normalizes any printer language so the user may modify, re-create and/or suppress eisting input. While accepting data output directly from its own and Kern's inserters, Pitney Bowes' mail piece tracking software also accepts data captured by camera systems mounted on other devices. For printed pieces, its software enables scheduling and resource analysis, as well as job costing, enabling customers in some cases to completely eliminate certain capital, labor and material costs. Pitney Bowes' ADF 2.0 tools are used by hundreds of customers, primarily located in North America and Europe, spanning the banking, insurance, financial services, healthcare, utility and statement outsourcing markets. The company employs a dedicated team of workflow solution analysts who are available to perform detailed efficiency analyses and then recommend, design and manage improvements ranging from minor changes to process reengineering. Pitney Bowes' epertise, coupled with its hardware and software toolset, makes its ADF 2.0 software offering a benchmark against which enterprises should compare other products. Rating: Strong Positive Rochester Software Associates Product(s): Enterprise Workflow System Rochester Software Associates (RSA) offers a suite of products for job submission, data stream transformation and output management that work as a system or separately, and which the company will tailor to the client's needs. RSA's software also works with other providers' (such as GMC Software's and XMPie's) products to provide document composition and ADF 2.0 support. Its AutoFlow product enables jobs to be programmed to run on various printers based on business rules and printer capabilities. For eample, all monochrome jobs under 50 pages long with stapling will run on any printer, freeing up operators to print different jobs or perform other tasks. 9

10 10 The company sells direct and through distributors. With a very strong presence in North America and Western Europe, RSA is seeing growth in China. The company's sales are well-balanced over the banking, insurance, financial services, healthcare, utility and statement outsourcing sectors, with a large manufacturing customer base in Western Europe. RSA's offering focuses on the document design and content integration, input, control and reporting, and response management modules. Coupled with its WebCRD tool for print ordering, its offering is especially attractive to enterprises with unique applications to produce, whether on paper or online. Sefas Innovation Product(s): Open Print Suite Sefas Innovation's ADF 2.0 software applies to the document design and content integration, input, control and reporting, and response management modules. Its suite enables collaboration on document design, automates document production, supports print stream enhancement and optimizes the production process from input through printing, insertion and delivery including real-time monitoring and control. The Open Print suite enables multichannel delivery and tracks every document through all channels. Sefas is a software provider with a significant and viable ADF 2.0 solution set worth in-depth consideration. Bowe Bell+Howell, Oce and Xero have integrated Sefas' solution, while the company also partners with printer provider InfoPrint Solutions and inserter manufacturers Kern and Pitney Bowes to enable its clients to implement a comprehensive ADF 2.0 architecture. Customers are mainly financial services and insurance companies, with the remainder including service bureaus, utilities and government agencies. La Poste, the French postal system, recently acquired a majority share of Sefas with the intent to leverage its software for a "distribute then print" offering. Solimar Systems Product(s): Print/Director, SOLsearcher Enterprise Solimar Systems' enterprise output management offering enables document re-engineering, transformation and data optimization for production and distributed print, as well as multichannel environments. The company's solutions ingest virtually all print data streams, resources and composition system output into the Solimar servers. ADF 2.0 modules supported by its PDF-based workflows are document design and content integration, input, and control and reporting. Solimar works with other providers, such as EMC Document Sciences, GMC Software, HP Estream, Xero's XMPie subsidiary and a full range of printer and inserter providers. The company's customer base is primarily in North America, Western Europe and Latin America, and epansion into Asia/Pacific has begun. Solimar is eperiencing significant growth, partly through epansion from customers requiring re-engineering and data optimization in multiple media. Solimar derives most of its revenue from the banking, insurance, financial services, healthcare, utility and statement outsourcing markets. Solimar's customers typically benefit from improvements in data mining, enhanced document design (especially for transpromo printing), device and data stream optimization, and an "any to any" workflow. StreamServe Product(s): Persuasion Although well-known for its document composition and output management solutions, StreamServe's software also applies to the ADF 2.0 document design and content integration, input, and transformation modules. Not constrained by print, the company's software enables users to output to electronic media, including e- mail and fa. StreamServe has a customer base that includes Western and Eastern Europe, North America, and other regions. While its

11 strongest single market is utilities (regardless of region), it has a significant client base in banking, manufacturing and financial services. StreamServe leverages these eperiences to enable its customers not only to create new or refine eisting applications but also to lower print production costs. dynamically and in multiple media. As such, the company warrants consideration when pulling together ADF 2.0 modules from different technology providers. Rating: Promising 11 While other tools will be necessary to implement the delivery preparation, control and reporting, and response management modules, StreamServe's software offering is a viable option for enterprises that are using the ADF 2.0 architecture to epand beyond simple legacy application output, whether in print or other media. Xenos Group Product(s): Xenos Enterprise Server, including d2e Vision, terminalone, infoweb, Integrated Document Solution Xenos Group has etensive eperience in high-volume print stream transformation. Integrated Document Solution (IDS) is a one-to-one customer correspondence management solution that integrates EMC Document Sciences' Pression with Xenos terminalone Transform (structured data transformation) and Xenos infoweb (multichannel delivery and e-presentment) products, enabling business users to create, format, control, transform, store and present variable data documents. IDS is one of the solutions on the new Xenos Enterprise Server. Growing through acquisition, the company has become an enterprise information management software provider with a strong focus on enabling the leading providers of integrated document archive and retrieval systems. While enabling print stream transformation with its d2e product to many large service bureaus in Europe, North America and Brazil for over 15 years, the company does not currently have formal partner relationships in the print/mail space. Xero Product Name: FreeFlow Suite Xero's ADF 2.0 software focuses on managing workflow through the printing operation, including the management of devices from competing suppliers, but not the physical inserting and mailing. FreeFlow incorporates document design and content integration, input, transformation and, through its XMPie offering, response management. Its Process Manager module has the rules capability to determine how a job will flow and to what equipment. Xero's printers and controllers are found in many production printing centers, some of which have an ADF. So even though FreeFlow software is intended mainly for direct mail and commercial printing, it also plays a role in many ADF installations. Xero's offering has no inherent ability to link directly to mail inserters, relying on partners to provide the connectivity. For its transpromo print offering, the company partners with GMC Software, Solimar, Pitney Bowes Emte and others to provide the necessary ADF 2.0 tools. The FreeFlow Suite is available globally, with strong presence in customer sites in the Americas and Europe. From a transaction document perspective, Xero's customer base is weighted to financial services, healthcare, utility and statement outsourcing companies. Enterprises with a high transaction document output, whether produced on Xero or another provider's production printers, will find the FreeFlow a viable ADF 2.0 software toolset. Xenos' IDS focuses heavily on the ADF 2.0 document design and content integration module. Given its design tools, however, Xenos provides users with the ability to output content

12 12 Vendors Added or Dropped We review and adjust our inclusion criteria for Magic Quadrants and MarketScopes as markets change. As a result of these adjustments, the mi of vendors in any Magic Quadrant or MarketScope may change over time. A vendor appearing in a Magic Quadrant or MarketScope one year and not the net does not necessarily indicate that we have changed our opinion of that vendor. This may be a reflection of a change in the market and, therefore, changed evaluation criteria, or a change of focus by a vendor. Gartner MarketScope Defined Gartner's MarketScope provides specific guidance for users who are deploying, or have deployed, products or services. A Gartner MarketScope rating does not imply that the vendor meets all, few or none of the evaluation criteria. The Gartner MarketScope evaluation is based on a weighted evaluation of a vendor's products in comparison with the evaluation criteria. Consider Gartner's criteria as they apply to your specific requirements. Contact Gartner to discuss how this evaluation may affect your specific needs. In the below table, the various ratings are defined: MarketScope Rating Framework Strong Positive Is viewed as a provider of strategic products, services or solutions: Customers: Continue with planned investments. Potential customers: Consider this vendor a strong choice for strategic investments. Promising Shows potential in specific areas; however, eecution is inconsistent: Customers: Consider the short- and long-term impact of possible changes in status. Potential customers: Plan for and be aware of issues and opportunities related to the evolution and maturity of this vendor. Caution Faces challenges in one or more areas. Customers: Understand challenges in relevant areas, and develop contingency plans based on risk tolerance and possible business impact. Potential customers: Account for the vendor's challenges as part of due diligence. Strong Negative Has difficulty responding to problems in multiple areas. Customers: Eecute risk mitigation plans and contingency options. Potential customers: Consider this vendor only for tactical investment with short-term, rapid payback. Positive Demonstrates strength in specific areas, but eecution in one or more areas may still be developing or inconsistent with other areas of performance: Customers: Continue planned investments. Potential customers: Consider this vendor a viable choice for strategic or tactical investments, while planning for known limitations.