OmniDocs Enterprise Content Management Suite

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1 PRODUCT BROCHURE OmniDocs Enterprise Content Management Suite

2 Newgen OmniDocs ECM Suite Newgen OmniDocs Enterprise Content Management (ECM) Suite is the market leading solution to enable digital transformation of your enterprise. It allows the end-to-end management of enterprise content like paper documents, forms and electronic files, right from capture to processing, to distribution and disposition. OmniDocs ECM Suite offers smart tools and innovations to ensure that information originating from multiple sources is captured at the right instance, stored in a secured central repository and made accessible across the organization. The solution delivers contextual information to business stakeholders for improved collaboration, smarter decision making and enhanced customer satisfaction. It provides the flexibility to access or deliver content over Mobile and Cloud creating a highly connected and digital workplace. OmniDocs ECM Suite offers a robust US Department of Defense Standard (DoD ) certified Records Management System to ensure coverage of regulatory requirements around document storage and disposition. Business Benefits Improved Customer Satisfaction through quick turnaround time, accurate responses and better visibility of document centric, customer facing processes Greater Compliance through standardization, robust records management and extensive audit capabilities Enhanced Productivity through delivery of contextual content to the business user, enhancing efficiency and reusability Reduced Operating Costs through electronic handling of critical content in all forms, right from its capture, storage and management to delivery

3 Positioned as a 'Visionary' in Gartner ECM MQ 2014 Positioned as a 'Strong Performer' in Forrester ECM Wave 2013 Newgen Differentiators Integrated homogenous product suite for complete content life-cycle management Ability to leverage innovative technologies such as Social Media, Mobile, Analytics and Cloud Global delivery model for shorter project cycles Lower Total Cost of Ownership (TCO) OmniDocs ECM Suite Create / Capture Process and Manage Archive/ Record DoD Certified MS Office Scanner / MFP Mobile Fax CAD/ XML/ PDF Social Content Centralized Repository Strong Search Capabilities Enterprise Class Security Highly Scalable Advanced Content Analytics Audit Trails

4 Document Management OmniDocs Document Management solution is highly optimized to store and retrieve large volumes of documents. It enables precise metadata based searches, library services, access permissions and version control for faster access and better management of documents. It enhances information accessibility, facilitates fast retrieval and secures content in all its forms. These functions are essential as organizations seek to improve efficiency, share knowledge and reduce risk. Newgen OmniDocs ECM suite has carved out a special dimension for us in the area of technical operations robustness that is unheard off in the Pharma space. Chief Information Officer, Leading Global Pharmaceutical Company : Platform independent repository to store content in multiple file formats Easy retrieval by access through web interfaces Comprehensive library services including check-in / check-out and versioning Search content on profile, user defined indexes, date and document content Audit trails Comprehensive reports on transacted documents Support for viewing and annotating on image documents through HTML5 based viewer Secured access to content ensuring document confidentiality and integrity of records Supports interoperability through CMIS compliance Supports open standards like PDF/ A Geographic Information Systems (GIS) for linking, storing and retrieval of documents with the help of third party integrations Support for e-signature with third party integrations for seamless approvals and nonrepudiations

5 Capture and Imaging OmniDocs ECM Suite leverages smart capture and imaging tools to ensure that vital enterprise information from documents, files, s and the web are captured and leveraged effectively. OmniScan - Scan, Digitize, Deliver Brings agility to enterprise level document capture and scanning. Scan using powerful GUI based templates Immediate and batch mode scanning with policy based upload Smart data extraction through integration with OCR, ICR and Barcode applications Document Quality Analyzer (DQA) technology for automated image enhancements and corrections. OmniScan Web For easy scanning from any desk across the organization, ideally suited for inserting additional pages and ad-hoc scanning. ZapIn - Capture on the Go Built on the scalable Newgen Enterprise Mobility Platform (NEMP), ZapIn is a mobile capture application allowing users to capture information from physical documents with relevant metadata and initiate business processes on the go. Mobile capture with advanced document imaging and extraction Automated image compression, enhancement, color conversion, and multiple image creation Geo-fencing and tagging for location intelligence Available on Android/ ios and Windows OmniExtract OmniExtract is a smart way of extracting information from structured, semi-structured and unstructured documents. Automatic extraction of printed and hand-written information Recognition of optical characters, machine printed characters and MICR fonts Export of content to external applications after intuitive verification supported by intelligent probability algorithms for error checking Capture from Other Sources Tight integration for capture from MS Office Rule based capture capability from MS Exchange & Lotus Notes Mail Servers Connectors for FAX servers, FTP based document upload WebDAV Support - Add/view/browse repository through Windows Explorer File import services for bulk document import Newgen mobile capture offering- ZapIn enabled us to spread our customer base exponentially, across the far-fetched parts of the country. General Manager-IT Leading Asian Bank

6 Workflow & Business Process Management OmniDocs ECM suite intelligently orchestrates the flow of content within the enterprise by leveraging a robust process based framework. It effectively manages Document Centric Workflows from the point of content origination to the final delivery of output across multiple enterprise applications. Graphical Process Modeler for designing document centric business processes Newgen Process Modeler with user-friendly, drag and drop GUI helps design document centric business processes. Drag and drop feature for easy designing of processes Capturing process related information both at design and implementation levels Intuitive forms with built-in data validations Highly configurable, easy-to-build efficient user desktops Newgen supports easy development of highly efficient functional desktops for human interaction. Personalization of work-desks for role based management of information and tasks Building platform independent forms leveraging an intuitive form builder Configurable user experience to cater to enterprise and individual preferences 360-degree Business Activity Monitoring to monitor process performance Newgen Business Activity Monitoring tool drives realtime process monitoring and analytical insights across processes. Customized dashboards for information drill-down regarding process and content engagement Rule based alerts for all stakeholders enabling faster bottleneck resolution Extensively define KPIs and manage exceptions

7 Records Management DoD certified Records Management System from Newgen helps organizations to comply with regulatory and legal policies for long-term archival of content. It provides support for defining and enforcing record classification, retention and disposition policies. : Manage and track physical location of documents Record retention, storage and retrieval policies Policy-based filing and archival structure Management of physical records and media Extensive reports and audit trails Comprehensive search on file-plan and records based on general content properties, date range and metadata fields Support for marking vital records and legal hold requirements Easy options for end users to search and make records from Document Management interface and also make request for physical records Social Media Records Management Social Media is an increasingly important tool for enterprises to engage with customers. Due to the dynamic nature of social media content organizations require holistic lifecycle management of content at an enterprise level. Recent Regulatory mandates from National Archive and Records Administration (NARA) direct all US government agencies to manage social media records in accordance with the standard record management policies. Newgen has extended its DoD certified records management system to provide comprehensive management of social content, right from capture, processing to archival. Supports Facebook, Twitter, LinkedIn, Google+ Archival of social messages as records in a given classification scheme Retention and disposition policies for social records View and search social media conversation threads Specialized handling of social media content for size optimization and scalability Newgen's scalable OmniDocs ECM has resulted in improved business performance and productivity through faster turn-around times, and enhanced visibility around document centric transactions. Chief Executive Officer, Leading African Insurer

8 OmniDocs ECM Suite Digitally transforming content and processes across organizations Enterprise Content Archival In addition to comprehensive management of content lifecycle OmniDocs ECM also supports archival of content from various other workgroups and business systems. Examples include: Archival Rule-based archival of s from MS Exchange and Lotus Notes mail servers. Sharepoint Content Archival Long term archival and management of SharePoint content, enabling organizations to promote content assets from SharePoint workgroup repositories to OmniDocs ECM suite. Enterprise Report Data Archival Newgen Enterprise Report Management archives and distributes reports across the organization. As an integral part of this suite, the web based solution automatically indexes and archives data and allows users with appropriate rights to search and retrieve various reports in real time. With best in class technology, it possesses 90% data compression capabilities. OmniDocs ECM on Mobile In addition to Mobile Capture (ZapIn), Newgen offers a broad range of ECM features on mobile. Business users can view, search, download, upload and documents 'on the fly'. These documents can also be downloaded on mobile devices for reading in no connectivity zones and offline usage. Workflow features are available in an easy and intuitive way to support mobile users. OmniDocs ECM on Cloud Newgen OmniDocs ECM Suite on Amazon (AWS) Cloud is a novel and cost-effective alternative to traditional document management. The cloud offering provides access to Newgen ECM capabilities, enabling lower overhead, elastic capacity management and lower CAPEX requirement. This leads to better information management, responsiveness and scalability. The solution provides enterprise grade Service Level Agreements and complies with major Security and Regulatory standards. Customers have the option to deploy the platform at their preferred location using nine data centers across the globe. The AWS infrastructure complies with major industry standards including HIPPA (for healthcare), FedRAMP(for Federal government), SOC 1/ISAE 3402, SOC 2, PCI DSS Level 1(Payment Card Industry) among others.

9 Technology Landscape OmniDocs ECM suite lends organizations both flexibility and scalability to grow in a highly demanding marketplace. Businesses across the globe have benefitted by orchestrating large volumes of enterprise data and converting it into actionable intelligence. Scalable for managing high volumes of documents OmniDocs ECM suite is highly optimized to store and retrieve large volumes of documents. J2EE and Unicode based architecture Newgen OmniDocs ECM suite is platform independent and can be deployed on multiple application servers and industry standard databases. It is built leveraging a multi-tier; scalable J2EE based architecture with support for clustering and load balancing. It is Unicode-based and the multi-lingual support makes it operational across geographies. Integration with business systems using Web Services, Messaging and XML API Newgen OmniDocs ECM Suite offers integration with other business applications including Web services, JMS, EJBs, invoking URLs, SAP Archive Link and BAPI. Integration adaptors are available for systems such as SAP, Oracle ebusiness Suite, Finnacle, and SharePoint among others. Enterprise Class Security OmniDocs ECM suite has been successfully audited against customers' internal security, compliance and server hardening policies across verticals like Banks, BPO, Insurance, Telecom, Healthcare and Public Sector. The product suite provides strong security features and audit trails of all actions are archived in the system. Access permissions on folders and documents through access control lists with support for user/group/role-based rights. Authentication support includes strong password policies, LDAP/SSO support, PKI/Biometrics, and digital signatures. Maker-checker support for administrative operations is also provided. Newgen has successfully delivered one of the world's largest ECM deployments with its OmniDocs ECM suite implemented at a leading insurance firm, managing nearly 10 billion documents, accessed by more than enterprise users for servicing over 390 million customers.

10 Newgen OmniDocs ECM Suite: Global Customer Success Stories State Public Safety Department in the US Leading Healthcare Payer in North America 30,000 users across the state benefitted from Secured Records Management Improved Service Level Agreement adherence with 50% increase in user efficiency One of Asia s Largest Private Sector Bank Added 500,000 accounts in 8 months using Mobile Capture A Pan African Bank Deployment in 32 countries enabled savings of approximately $ 70 MILLION $ Leading Bank in EMEA Statutory Enterprise of Government of Australia Reduced throughput time for customer on-boarding by 70% Citizen satisfaction increased by 99%

11 Customizable Platform: Delivering Industry Business Solutions OmniDocs ECM suite is a flexible and customizable platform facilitating the development of a wide range of business solutions. Newgen has delivered some industry leading, vertical specific solutions leveraging OmniDocs ECM Suite. Banking Account Opening Loan Origination Loan Servicing FATCA Compliance Mortgage Insurance New Business Policy Servicing Claims Service Request Management e-statements Trade Finance Corporate Credit Commercial Lending Wealth Management Payments Government Correspondence Management Committee & Meeting Management Grants Management Audit & Inspection Complaints & Grievance Case Management Shared Services Accounts Payable Accounts Receivable General Ledger P/O and Requisitions SOXA Compliance Freight Billing Healthcare Member Enrollment Appeals and Grievances Claims Management Provider Contracting

12 About Newgen Newgen Software is a leading global provider of Business Process Management (BPM), Enterprise Content Management (ECM) Adaptive Case Management (ACM) and Customer Communication Management (CCM), with a global footprint of installations in over 58+ countries with large, mission-critical solutions deployed at the world's leading Banks, Insurance firms, BPO's, Healthcare Organizations, Government, Telecom Companies & Shared Service Centers. Newgen's Quality Systems are certified against ISO 9001:2008 and Information Security Standard, ISO 27001:2013. Newgen has been assessed at CMMi Level3. WRITE TO US USA & CANADA: [email protected] INDIA: [email protected] APAC: [email protected] EMEA: [email protected] FOR SALES QUERY DIAL USA & CANADA: +1 (202) INDIA: APAC: EMEA: +44 (0) , ,