Document Management Solution

Document and Content Process Management for the Enterprise

Xerox DocuShare

Deliver

Manage

Automate

Collaborate

Exchange

The Dual Challenges of Enterprise Content Management:

Controlling millions of routine, ad hoc business documents handled on a daily basis by thousands of knowledge workers. Automating processes that use information contained in the specific documents generated by repetitive operational tasks.

Routine business documents handled on a daily basis by thousands of Knowledge workers

Email, IMs, Blogs, Wikis

Forms Processing
Correspondence, memos, corporate communications

Contracts Processing

Statements, invoices, product orders

Documents generated by repetitive operational tasks.

Rich media images, audio, video

Application Processing
Operational records and filings

Payment Processing
Sales manuals, marketing collateral, parts catalogues

These challenges overlay the enterprise need to effectively secure, control, and retain content, while supporting line-of-business needs for access and reuse, process improvement, and compliance. The solution lies in deploying Enterprise Content Management (ECM) products that address both requirements, while sharing a common, core technology to reduce IT complexity and leverage information management.

The result? A more nimble, more accountable, and more competitive organization.

Products Specific to Enterprise Needs

Industry-specific applications

DocuShare CPX

Enterprise Content and Process Manager

Rich ECM Automation to Integrate Content, People, and Processes

DocuShare

Enterprise Content Manager

Essential ECM for Document Management, Collaboration, Personal Productivity, and Compliance

Single Technology Platform

Core Content and Records Management

The Xerox DocuShare Family of ECM Products

Xerox DocuShare Enterprise Content Manager
Content control for every knowledge worker Xerox DocuShare delivers document and content management to the average knowledge worker in a flexible, easily deployed Web-based software application. These users collectively handle vast amounts of diverse business content as a part of routine operations, and are frequently asked to engage in one-off or ad hoc activities that generate both paper and electronic documents, as well as discussions, emails, and pointers to other content. DocuShare enables these workers to rapidly bring diverse content types into a secure, indexed, and searchable repository, share them with other approved users, and effectively manage them using basic routing and approval, check-in/check-out, version control, collaboration, and information publishing capabilities. This basic ECM functionality enables information to be immediately available to any part of the organization, speeding information flow through ad hoc processes and linking people and content into a vital, responsive enterprise. With the addition of the optional Xerox DocuShare Records Manager, DocuShare users can extend their content management capabilities to include classification and declaration of documents as recordswith minimal training required, and while leveraging familiar desktop applications and DocuShare.

Xerox DocuShare CPX Enterprise Content and Process Manager

Accelerates specific business processes Xerox DocuShare CPX enables knowledge workers to connect advanced ECM to repetitive content processes. An intuitive CPX dashboard supports work queuing and process participation, allowing teams to automate handling of recurring content types, such as invoices and forms, that are frequently generated by specific business functions. This enables organizations to link content-centric processes into the larger document and records management strategy of the entire enterprise.

DocuShare CPX lets managers apply content rules to the automation of content within discreet business processes, speeding collaboration and applying a unified approach to handling, controlling, and regulating valuable business information.

Xerox DocuShare Records Manager

Records Management for Every Knowledge Worker Xerox DocuShare Records Manager leverages DocuShares ECM environment to provide intuitive Electronic Records Management (ERM) tools that have been specifically designed to address the divergent needs of both Records Managers and knowledge workers. Built to map to the ways organizations work, DocuShare Records Manager allows RM staff to define and manage compliance policies and procedures, while enabling any authorized knowledge worker in the enterprise to easily

and accurately classify and declare records. This distributed RM functionality eliminates the need for typical workers to learn and apply specific RM policiesremoving fear and risk from the process by making classification and declaration as familiar and routine as any other document management task.

Xerox Hardware and Professional Services: Enabling the Document Lifecycle Solution
Organizations of every size can maximize the efficiency and lower the total cost of ownership of their DocuShare installation by leveraging Xerox equipment and professional services to create an end-to-end, document lifecycle management solution tailor-made for their unique needs. Xerox multifunction devices support scanning and imaging of paper documents into digital files ready for processing and storage within the DocuShare ECM environment, while Xerox production printers provide high quality document output from electronic files managed in DocuShare. Each Xerox service and component is tightly integrated in DocuShare and guaranteed by Xerox.

Software Development Support

Rich Environment for the Development of Unique ECM Applications Xerox DocuShare can provide the necessary toolkits, connectors, and documentation required to engage in rapid customization of DocuShare products to create highly specific vertical and horizontal content management and process automation applications. This enables the flexible and strategic deployment of DocuShare and DocuShare CPX to maximize the efficiency and cost-effectiveness of the overall solution.

Two Challenges, Two Outstanding Products

Addressing both the core and complex requirements of ECM, the Xerox DocuShare family of products offer an innovative solution two focused enterprise content management applications built on one common platform. Xerox DocuShare provides a turnkey application that enables document management, collaboration, review and approval, and Web publishing to support information sharing at all points of the enterprise. Xerox DocuShare CPX offers the advanced ECM functionality required for integrating and automating content, sophisticated collaboration, and business processes around specific functional tasks, such as mortgage loan or life insurance applications, medical information privacy forms, or employment contracts management. Both products offer a solid package of features and functionality delivered in a highly flexible and scalable way for fast and broad adoption within the enterprise. And DocuShare products are highly customizable, so every installation is uniquely suited to the specialized content and processes that drive each organization. One, Open, Scalable, Contemporary Platform All Xerox DocuShare products are built on the DocuShare Enterprise Content Platform, recognized for its ease of installation, administration, and use.

This central technology core simplifies deployments and reduces IT complexity, despite the typically heterogeneous mix of databases, servers, directory services, and storage systems found in today's enterprise. This allows Xerox DocuShare products to easily scale from small installations to thousands of users, without requiring IT to

perform extensive replanning of capital and human resources. At the desktop level, this single platform enables rapid deployment of the DocuShare and DocuShare CPX applications, quickly delivering support for both ad hoc management of day-to-day information and the creation and management of content-centric business processes.

Comparative Product Line Features

Feature
DocuShare DocuShare CPX

World-class Solutions for Document and Content Management Xerox offers decades of experience delivering real-world content solutions to some of the most prestigious businesses and government agencies in the world. This tradition of excellence is continued with the Xerox DocuShare family of products mission-critical ECM solutions strategically focused on creating greater productivity and efficiency at all points of the enterprise. Today, Xerox offers organizations the widest range of document management equipment, software, and services, tightly integrated and available from the worlds most trusted document resource.

Enterprise Content Management Capabilities

Basic ECM Services:
Document Management Versions & Renditions Web Presentation/Access Permissions and Security Routing and Notification Full-text Search Metadata Tagging Desktop Client Integration Ad-hoc/team Collaboration Basic Content Publishing/Web Publishing

Ad-hoc/Opt-in Content Federation across DocuShare Servers Multi-step Document Routing Client-side E-mail Management via Microsoft Outlook Client Enterprise Infrastructure Connectivity
Support for Oracle, DB2 and SQL Databases Support for Microsoft Active Directory, SunONE Directory Server

Guest access DocuShare Records Manager module Localized into English (E); French (F); German (G); Spanish (S) DocuShare Archive Server module Option E, F, G, S Option E, F

Enterprise Content Management Capabilities

PDF Renditioning (Convert TIFF and Office formats to PDF) Document Export Metadata Versioning

Content Process Automation

Content Rules (Scripted Actions) Content Transformation via Scripted Actions (Content Rules)
Server-side E-mail Management via DocuShare E-mail Agent

Knowledge Network
XML Conversion Contextual Indexing and Search Microsoft Excel Integration

Content-Centric Collaboration
Team Workspaces and Project-Centric Views Asynchronous Team Collaboration
Wikis Blogs Threaded Discussions Interact Collaborative Documents Attach Discussions/Comments to Documents

Realtime Collaboration (Online Meetings via WebEx)

Integration and Developer Support

Enterprise Workflow with Workflow Developer Studio

For more information on how the range of DocuShare ECM products can bring greater efficiency and productivity to your organization, contact a Xerox Sales Representative at 800-735-7749 or visit us online at http://docushare.xerox.com
Copyright 2006 Xerox Corporation. All Rights Reserved. Xerox and DocuShare are registered trademarks of Xerox Corporation. All other trademarks are the property of their respective companies and are recognized as such. 2/2006