Enterprise Output Management

1
Major Mail Users of Australia10th Annual
Conference

• Enterprise Output Management
• Strategies Beyond the 90s

Matt Mahoney Director, Partner Programs Solimar
Systems, Inc.
2
Corporate Overview

• History
• Incorporated in 1991
• Headquartered in San Diego, California
• 4,500 systems installed worldwide
• 45,000 products installed worldwide
• Solutions sold directly and through resellers

3
Corporate Overview

• Technical Expertise
• IBM and Xerox print languages
• Data/print stream conversions
• Host to printer communications
• Centralized print management
• Document composition archiving

4
1990s Business Trends

• Highly competitive markets
• Advances in technology
• Easy access to capital
• Low cost of entry
• Mergers, acquisitions, new product offerings
  fueled growth
• Emphasis on reduced time to market
• Need to differentiate beyond base product
• Value added services
• New business models
• Dramatic increase in IT spending
• Run the business
• Change the business

5
1990s IT Trends

• New Strategic Applications
• ERP, CRM, Web, composition, etc.
• Departmental / Divisional
• Systems to support new business models
• Wired World
• Lots of disparate applications and technologies
• Legacy systems
• New applications
• Many different standards and protocols to support
• More complex document applications
• Color / graphics
• Finishing
• Viewing

6
Whats Changed?

• New business climate
• Global economic downturn
• All industries
• Almost all geographies
• Over capacity of production capability
• Reduced spending / access to capital
• Strong pressure on profitability / survivability
• Accelerating rates of change
• Success increasingly dependent on external
  relationships
• Reduced costs
• Competitive differentiation
• Increased sensitivity to catastrophic risk

7
Whats Changed?

• IT Responds
• 1990s
• IT purchases to support rapid business growth
• 2001/2002
• Slow or nonexistent growth
• Technology glut
• IT spending down 20 from 2000
• Many acquired systems
• Not implemented fully
• Narrowly focused benefits
• Not integrated
• Not achieved expected payback
• Many automated business processes
• Silo-ed
• Manual gateways
• High latency

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Mixture of Processing Platforms
Total Cost of Ownership (Logarithmic)
Single Function, Cloned Servers
Business Logic, Appl. Servers
Large, Reliable Trans. Servers
Huge, 24x7 Trans. Servers
Capabilities
Source Gartner Group May 2002
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Heterogeneous Application Development Environments

• In-house development
• Purchased packages
• Legacy systems
• Outsourced applications

³

À

³
³

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New Business Priorities

• Improve business performance
• Cost control, right-sizing, targeted investments
• Enhance competitive position
• Better, cheaper, faster
• Optimize business processes
• Globalization, outsource, alliances, mergers
• Increase organizational flexibility and agility
• Maximize ability to respond to changes
• Minimize risk

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New Business Priorities

• In the future, the game is going to be won by
  those who are nimble and quick.
• Its not the big versus the small its
  not the smart versus the challenged I think its
  going to be the nimble and the quick
• Dick Swadley
• Senior IT Executive
• RBC Financial Services Group

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What Does it Mean to be Nimble and Quick?

• To be able to quickly, cost effectively, and with
  minimum disruption respond to
• Organizational change
• Alliances, mergers, acquisitions, reorganizations
• Economic change
• Cost cutting, downsizing, outsourcing
• Market change
• Products, business models, competitors, partners,
  channels
• Geopolitical change
• Regulatory, currency, trade barriers, market
  demand
• Technological change
• Scalable, redundancy, obsolescence, availability
• Catastrophic change
• Security, resilience

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IT Priorities

• Optimizing current investments
• Retiring underutilized technologies
• Getting greater utilization of technology already
  in place
• Improve management of an increasingly
  heterogeneous environment
• Maximize flexibility, agility
• Adopt both processes technologies
• Protect organization from risk of change
• Making small innovative investments to fuel
  future business growth
• Enable faster, better, cheaper
• Fast payoff, low risk

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Leading IT Projects

• Complete major in-progress projects
• ERP
• CRM
• Infrastructure enhancements
• Faster, cheaper, more reliable
• Reduce / optimize staff costs
• Flexibility, security
• Internet based applications
• Web services
• Extended organization information delivery

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Leading IT Projects
Source Morgan Stanley CIO Survey
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IT Investment Priorities
Value
New Applications
Integration Technology
2000
2001
2002
2003
Source Gartner Group
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New Integration Technologies

• Lego-like development strategies
• Infrastructure
• Applications
• Application servers
• Gateway technologies
• Middleware
• Messaging
• Database gateways
• Intelligent routing
• Communications
• Transformations
• Output Management Systems

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Output Technology Trends

• Highly competitive market
• Compressed hardware margins
• Reduced investment in RD
• Vendor consolidation
• Vendors shift to services and solutions
• Software and integration skills become critical

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Print Data StreamsFuture Trends

• Xerox LCDS/Metacode market share is declining
• AFP market space remains steady / slightly
  growing
• Legacy data streams will be with us for the
  foreseeable future
• PostScript PDF becoming de-facto standard for
  new network production print applications

Source 2000-2001 Technology Trends Survey, Cap
Ventures , Xplor International, 2001
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Document Delivery

• Print shifts accelerating
• Internal ? VIEW/DISTRIBUTED PRINT
• B2B ? VIEW/PRODUCTION PRINT
• B2C ? PRINT
• Web enabled B2C applications not significantly
  reducing print but strategic
• Growth of light production printer class
• Transactional color still a few years away
• Growth in output management technologies to
  front-end
• Production devices
• Distributed devices
• Other presentation technologies
• In 2003, over 35 of office multifunction
  products will operate with server based document
  management software
• Gartner Group November 2002

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Output Management Middleware Technologies

• Connectivity
• Legacy to legacy
• Legacy to IP
• Data Stream Transformations
• Legacy to new
• New to legacy
• Management
• Manual
• Rule based automation

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Benefits of Output Management Technologies

• Integrate disparate technologies
• Production
• Distributed
• Multi-vendor
• Viewing
• Archive
• Support for rapid change
• New technology acquisition
• Organizational changes
• Scale up scale down
• Opportunity to lower costs
• Reduction of errors
• Automated matching of job to device
• Enhanced technology utilization and ROI
• Staff productivity

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Electronic Document Delivery Technology

• Electronic Document Delivery
• Report distribution (splitting, routing,
  management)
• Viewing
• Archiving
• Enterprise Content Management
• Traditionally 3 distinct categories
• Document Management
• Imaging
• COLD or ERM

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Why Electronic Document Delivery?

• Rapidly increasing document volume and complexity
• Too much for traditional file cabinet processes
  to manage
• Too complex for traditional presentation
  technologies to support
• Operational cost reduction
• Distribution costs
• Printing costs
• Help desk costs
• Internal productivity improvements
• Faster information delivery
• Easier to find relevant information
• More automated processes
• Strategic benefits
• Customer satisfaction
• Leverages current investments
• Extends organizational reach
• Integrates disparate applications, systems,
  environments

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Electronic Document Delivery Technology

• Product trends
• Convergence of capabilities
• Expanded capabilities to support new objects
  types (Web, email, IP, etc.)
• Many systems sold as suites
• Challenges
• New systems can be
• Complex
• Expensive
• Take considerable resources/time to implement
• Many new systems are new GUIs on top of old
  engines
• Highly proprietary
• Limited foundational functionality
• Trade-offs between thin and thick client
• Functionality
• Ease/Cost of implementation and support

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Strategies to Maximize Document Delivery
Capabilities

• Recommendations
• Simplify IT environment where practical
• Standardization
• Retire obsolete assets
• Build application gateways to optimize
  investments
• Application development
• Hardware purchases
• Enhanced availability, redundancy, utilization,
  flexibility, agility
• Implement output management technologies at an
  enterprise level
• Reduce costs associated with point solutions
• Leverage capabilities beyond production print
• Investigate new Document Delivery technologies as
  a means of
• Linking disparate applications
• Extending organizational reach
• Reducing costs
• Enhancing organizational flexibility

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Enterprise Output Management Technologies
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Enterprise Output Management Systems (EOMS)
EOMS Typical Area of Influence
Host Computer
OS
Print
Databases
Applications
Archive
Document
Driver/PSF
Data Stream or File
View
Internet
Fax/Email
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Enterprise Output Management Systems (EOMS)
Physical Connections and Protocols
Print
Archive
Output Management System
Computer
View
Internet
Connection Examples
Fax/Email
BUS/TAG TCP/IP ESCON
RJE FTP SCSI
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Enterprise Output Management Systems (EOMS)
Data Stream Conversions
Print
Archive
Output Management System
Computer
View
Internet
Conversion Examples
Fax/Email
AFP LCDS/Metacode PCL
PostScript PDF TIFF
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EOMS Positioning
Print
Cluster
Print
Print
Controller
Print
Output Management System
Computer
Archive
View
Internet
Fax/Email
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Output Management Environments
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Output Management Environments
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Output ManagementEmerging Environments

• Distributed / remote printing
• Production legacy to PostScript / PCL
• Offline service bureau
• Tape Input
• AFPDS
• Archive systems
• Metacode, AFPDS, PDF, TIFF
• Automated distribution systems
• Email, fax, FTP
• New business application packages
• PCL, PostScript to production print

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Introducing
Solimar Output Management Middleware Solutions
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Solimar Product Positioning
Print
Cluster
Print
Print
Controller
Print
Computer
Archive
View
Internet
Fax/Email
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Solimar Product Capabilities

• Management Capabilities

• Auto / manual processing
• Automatic routing
• Auto start commands
• Auto job retain / delete
• Timed release
• Banner / trailer pages
• Bookmaking
• Data blocking

• Pre-pend / append data
• Checkpoint stop / restart
• File naming
• Job separation
• Load balancing
• Job tracking / accounting
• Search and replace
• Reprints

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Solimar Product Capabilities

• Connectivity Modules

• INPUT
• BUS/TAG Channel
• ESCON Channel
• SNA/RJE
• Tape
• Twinax
• TCP/IP
• FTP Queuer
• Novell Queuer
• Parallel
• File Queuer

• OUTPUT
• BUS/TAG Channel
• Disk Spooler
• Novell Spooler
• Parallel
• IPDS via IP
• Xerox SCSI SDI
• TCP/IP
• FTP
• Windows Spooler
• Trash Can

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Solimar Product Capabilities

• Transform Modules

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Professional Services

• 1. Pre-configured PC system
• Install / configure all modules
• Load printer resource files
• Transfer resources to CD
• Initial configuration setup
• 2. Structured custom training
• San Diego, CA
• On-site
• 3. On-site configuration
• Setup and testing by Solimar technicians
• 4. Custom development requests

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Solimar Differentiators

• Maximum functionality
• Connectivity
• Process management
• Transforms
• Resource management
• Distributed production
• Maximum flexibility
• Modular
• Concurrent processing
• Automated manual control
• Processing performance
• Transform fidelity
• Product reliability

• Low cost of support
• Fully integrated solution
• Industry standard technology
• Development capabilities
• Responsiveness
• New functionality
• Ease of use graphical interface
• Installation
• Operation
• Support
• Change
• Expert technical support
• Large, satisfied client base
• Corporate stability and direction

42
Solimar Worldwide Distribution Network
43
Putting It All Together
44
Solimar New Product Offering
Print
Cluster
Print
Print
Controller
Print
Computer
Archive
View
Internet
Electronic Document Delivery
Fax/Email
45
Customer Case Studies
46
LASON Information Management

• Situation
• Large, multi-site service bureau
• Demanding environment
• Tight turnaround times
• High variability of job formats
• Print jobs created on many different platforms,
  with different formats and languages
• Customers demand high degree of job fidelity,
  accuracy, integrity
• Printing environment
• 7 Xerox and 4 IBM production printers
• Print volumes
• 10 million LCDS pages per month
• 2 million PostScript/PCL pages per month

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LASON Information Management

• Problems
• Printer or mainframe based queue management
• Offline tape input
• Restart / job recovery
• Load balancing
• Resource management
• Operator turnover
• High training costs
• Risk of errors
• No automated backup process
• Tight deadlines make it difficult to quickly and
  accurately resolve problems

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LASON Information Management

• Solution

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LASON Information Management

• Benefits
• Job queuing saved 33 in overall processing time
• Eliminated the need for custom programming or
  font table setup to process jobs
• Intuitive GUI meant reduced operator training and
  errors
• Eliminated tape drives on printers
• Automated backup process on network
• Stored after job processed
• Purged weekly
• Use PDF transform for proofing, reprints, and
  customer acceptance

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Knoxville Utilities Board

• Situation
• Large utility providing 9 counties with gas,
  electric, water, and sewer services
• Print for own needs as well as for other local
  utility companies
• Computing environment
• IBM Mainframe, AIX, NT
• 2 Xerox 4850 LPS and various low to mid volume
  distributed network printers
• Key Application
• Internal reports

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Knoxville Utilities Board

• Problems
• Two types of print jobs
• Mainframe / LCDS
• Network / PCL
• Wanted to enable any job to any printer in
  order to
• Reduce distribution costs
• Better meet the needs of the business users
• Lower costs
• Better match print technology with application
  requirement

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Knoxville Utilities Board

• Solution

53
Knoxville Utilities Board

• Benefits
• Reduced time to distribute key reports from 1 day
  to minutes
• Staff savings distribution no longer had to
  begin work at 5am
• Business teams more productive
• Able to automatically support various printer
  types capabilities
• Lower total cost of operation

54
State Government Services

• Situation
• Data processing division for mid-size US State
  government
• Need to manage and distribute print jobs to
  distributed government offices
• Environment
• IBM Mainframe, Unix, PCs
• Printing IPDS and PCL
• Printing capabilities
• 2,500 remote PCL printers
• 115 counties
• 1.8 million print jobs per month

55
State Government Services

• Problems
• Need to distribute AFP/IPDS print jobs to low and
  mid volume distributed printers
• Costly SNA dedicated lines
• Employed various solutions
• IPDS cards on printers
• Deployed OS/2 print servers in each branch office
• Used 3rd party conversion software/hardware
• Purchased expensive IPDS capable printers
• High support costs
• No standardized solution
• Multiple vendors, support contracts, service
  levels
• Distributed server management
• 200 remote servers
• Limited backup / recovery capability

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State Government Services

• Solution

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State Government Services

• Benefits
• Utilizes low-cost, standardized platforms
• IPDS to PCL conversion is fast
• Automated, logic driven report distribution
• Eliminated 200 remote print servers
• Improved fault tolerance server failure disables
  only 15 of a branch office printers
• Reduced telecom costs
• Allows departments to acquire best printer for
  their business versus network compatibility
• Greatly reduced support costs
• Standardized solution
• Eliminates mixed printer environment issues
• Centralized servers
• Easy to configure, make changes, expand

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Summary

• The last few years have been challenging
• Changing business priorities
• Changing IT expectations
• Reduced resources
• Output management middleware can be a key success
  enabler in todays complex document delivery
  environment
• Reduce costs
• Optimize manpower
• Maintain flexibility
• Maximize investments

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Major Mail Users of Australia10th Annual
Conference

• Thank You!

Questions or copies of the presentation sales_at_sol
imarsystems.com