1 octotools™ jbm systems, inc 4 bald hill lane peabody, ma 01960 978-535-7676 [email protected]...
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OctoTools™
JBM Systems, Inc
4 Bald Hill Lane
Peabody, MA 01960
978-535-7676
Copyright © 2004-2006 JBM Systems, Inc
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OctoTools OutlineSince I am not presenting to you in person
and people that read this document may have varying degrees of knowledge, I may have some concepts and pages that you are already aware of, I apologize.
My goals are:• Provide some general background about
technologies that OctoTools incorporates like Electronic Forms and archiving.
• Provide overview of OctoTools features.• Provide some ideas about financial
justification.• Skip to Sample forms and reports
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OctoTools™ Multi-Function Software SolutionOctoTools is Multi-Function Software to
complement your Multi-Function Printers(MFP)s and printers.
Just like Burger King® has its large share of the market my meeting customer needs with its “Have it your way”® approach, using OctoTools™ and its companion products you can:
• Meet many more customer requirements with out of the box software
• Differentiate yourselves by providing solutions that include MFPs, printers, workstations, servers, storage systems, service and consulting.
• Allow you to provide total solutions.
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Thinking outside the boxand Selling Solutions
Printers Copiers & MFPs
Archiving SystemsMICR Check Solutions
Preprinted checks
Imaging & Document Archiving
Report Distribution
All rights acknowledged to the trademark owners
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OctoTools™ is a Multi-Function Document System
• Legacy Report Enhancement Without Program Changes
• Add Barcodes – most common 1D & 2D• Webification of Applications • Electronic Forms• Document Archiving• Report to PDF• Report Bursting • Document Distribution• Variable Data Printing (VDP)• Act as a “feeder system” for content
managers• MICR Check Printing• Report to Excel (CSV)
JBM Systems, Inc 978-535-7676www.octotools.com [email protected]
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OctoTools Data Flow
OctoTools Template(OTP)
Designer - Build a One Time Design
OctoToolsRunTime (ORN)
Data from RPM/FTP or
WATCHER
OutputProfile
Outputs
E-mail PDF Fax
PCL/PS/MFP/ Digital copier
Run Time
Checks and reports
i/Series (AS400) Z/OS AIX, SCO, HP/UX
Linux
“any flavor”
Xerox DT180
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Why Electronics Forms ?Electronic Forms supported by
OctoTools™ are pre-designed images of a desired PDF or paper form (to be printed).
• Electronic forms are not preprinted, they are printed “on demand”.
• No inventory is required• When forms are changed, there is
nothing to be discarded.• No degradation in copies verses a multi-
part form.• Each form may be electronically altered
based on input data.• Inexpensive production and merging with
data, without reentering.• Inexpensive storage.• Instant disaster recovery vs. preprinted
forms
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Why Document Archiving ?
You may ask, “Why should I make document archiving available to my clients, it will reduce business”?
There are many reasons it is required and should not decrease revenue.
• Sarbanes-Oxley Act of 2002 requires records (report retention) and prohibits destruction thereof. Paper reports take lots of space and are difficult to store and retrieve. Archiving to disk or DVD solves those problems.
• Online retrieval of documents such as invoices are major part a CRM application, they save time and improve productivity.
• These days all customers are looking to save money. Printing paper can be a big target. If you supply the document archiving solution you can tackle the problem and still retain the account. Very few accounts have gone entirely paperless.
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Why PDF ?
• PDF is a Portable Document Format that was created by Adobe® to allow a document to be created on one system and viewed or printed on any other. For example, you can design a document on a Mac® and view on Windows® or Linux and print on any printer including HP®, Dell®, Xerox®, Canon®, Ricoh®.
• It is universally accepted document medium across all major software platforms. The Adobe reader is freely available.
• Documents are saved and transmitted to the reader in compressed format. This saved bandwidth and disk space.
• Documents may be encrypted and electronically signed.
• PDF documents are completely searchable as opposed to TIFF and many other imaging formats.
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OctoTools Saves Money & Trees• The economics of print elimination is compelling.
Customers are aware of this, so why not provide a solution that can meet all the customer’s requirements: print, server and storage? OctoTools can provide the software solutions.
• Depending on the reduction of your print output volume, you can save thousands of dollars per day in paper, supplies, labor and overhead costs.
• The data recorded on a single CDROM can save a minimum of $1570 and storage space for almost 1000 pounds of paper.
• A common 100 gb hard disk can save an organization over $875,000 and storage space for more than 25 million pages, 480,000 pounds of paper.
• The costs for small and departmental lasers can be 5-6 cents, large quarter million dollar enterprise 2-3 cents.
Compute your own savings
http://www.jbmsystems.com/avalanche-of-savings.xls
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OctoTools Payback
• At a very conservative rate of 3.5 cents per page,
OctoTools will pay itself off in under 150,000 pages or just 30 cases of print being eliminated. After this time, OctoTools will continue to accrue savings.
• Your ROI may be less than 4 weeks.• Other areas for potential savings:• Elimination of preprinted forms.• Improvements in productivity.• Better records retention.• Elimination of distribution time and costs
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Actual Saving Examples• BJs Wholesale as used OctoTools to convert from
microfiche. Their savings as been in excess of $125,000 per year. Productivity has jumped due the a tripling of usage vs fiche. http://www.jbmsystems.com/case4.html
• Alaska Department of Labor saved 90,000 pages in just weeks when distributing to 30 offices. The monthly savings were in excess of $3,200, the ROI was less than one month. The productivity and time gains were even more important than the dollar savings. http://www.jbmsystems.com/case20.html
• Congressional Budget Office (CBO) saved over one million pages of printing within the first 18 months using JBM Systems technology. http://www.jbmsystems.com/case14.html
• Curtis1000 reduced access to customer invoices from 10 minutes to 2 seconds. http://www.jbmsystems.com/case18.html
• Credibom, a credit union based in Portugal archived over 2.5 million pages in their second month of usage. http://www.jbmsystems.com/case16.html
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How Can You Benefit ?OctoTools is a versatile low cost Variable Data
Printing (VDP) package that can help sell solutions at higher profit margin.
• Many clients require interfacing between copiers/MFP’s and host computers.
• Host computers from many platforms contain valuable data that must be printed.
• Many Information Technology (IT) shops use proprietary printing systems like Xerox, IBM 3900 and Oce® for legacy.
• IT shops traditionally have end of month/quarter peaks where they must have expensive capacity that remains unused at other periods.
• You can replace a Xerox DT 6180 with 5 50ppm printers, can provide more print speed and provide fallback capability that a single Xerox print cannot provide. Each printer costs about $2,000-$2,500 with expanded input, duplexer and output trays. Your solution provides about the same 1.2 million pages per month at a total cost of less than $10,000-$12,500. Add on OctoTools and a small workstation/server and you have an incredible printing system.
• If more capacity is required, just add another printer. OctoTools provides a low cost alternative to the other packages since it does not charge for speed nor number of attached printers.
• Report archiving and retieval is integrated in OctoTools at no addition cost as an extra bonus.
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How can OctoTools™ help ?
• OctoTools is multipurpose VDP printing/archiving software that has most of the features of other VDP programs but at lower cost.
• Justify technology upgrades in existing clients for color printers. Color output can improve looks and can increase customer response.
• There are no charges for additional printers or for the speed of the printer. Many competitors charge up to $15,000 for high speed printers.
• A lower cost basis allows you to build in more profit margin, add more professional services or just win bids that you could not otherwise have done due to price.
• OctoTools support all platforms, you don’t need one system for AS/400 and another for Unix.
• OctoTools is feature rich and continues to add more capabilities. Print, PDF archiving, email, fax are all supported for one price and without changing a single line of source code.
• OctoTools has one low price without charging for number or speed of printers
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Octotools Capabilities
• Fully Unattended Operation• Create Electronic Forms• Replace Pre-printed forms• Print to any Windows printer- PCL, PS, GDI, Digital Copiers• Reformatting Legacy Applications to be Web Accessible• Enhance Text Reports to User Friendly Format • Bursting/Splitting/Distributing Reports as PDF• Archiving Reports for LAN/WAN/Internet access, as PDF
Archive reports can eliminate or replace sensitive fields as desired. An example is, removing the signature and MICR characters from an archived check.
• Option to create/copy a form under MS Word using RTF• Mail merge • Automatic Emailing and faxing of report• 128 bit Encryption of PDFs that are archived and/or
emailed. This allows sending documents securely by email.
• Act as a “feeder system” for content managers like Xerox’s DocuShare®, Filenet®, IBM’s Content Manager® and Documentum®.
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Additional OctoTools Capabilities
• GUI based design environment • Built-in Post Script and PCL
printer output • Drag and Drop placement of all
elements • Automatic dynamic text and
forms merge • Text boxes for dynamic and
static text & Data • Design elements, objects,
images & text boxes • User defined "green bar" type
striping • "Watched" directory support • Conditioned based data
formatting • Dynamic switch of overlays
based on data • Barcodes including 2D PDF417
& Postnet• Email URL or whole file • Bookmarks • Multiprocessor support • Variable opacity of elements
and backgrounds • Multiple counters for page/line • Convert GIF, JPEG, BMP,
TIFF, PNG to PDF
• Conditional formatting - changing format and values based in input
• Conditional paper control including duplexing and paper source selection
• Automatic Text to PDF generation
• Dynamic line and character position indicator
• Report bursting and drill down • Specify paper orientation &
size • Generate file name based on
data in the file • Select from any true-type font
and size • Immediate visual results • Color JPG, TIFF, GIF, BNP,
PNG image import • Automatic email and report
distribution • Searchable PDF • Watermarking • Acrobat® compatible
encryption • Accounting statistics • Non-stop operatorless
conversion • CSV Input
Go To Sample forms and reports
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Hardware/Software Platforms
OctoTools is Windows based but supports virtually all hardware platforms that have TCP/IP
• i/Series(AS400)• Unix, Linux, AIX, HP/UX, SCO• zSeries (Z/OS, OS/390, VM, VSE)• Windows (all versions)• MSDOS• Open VMS• Tandem
• HP3000
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OctoTools Customer Base
OctoTools’ customer base is composed of
• 50% iSeries (AS400)• 35% Unix/Linux/Aix etc• 15 % Windows, Open VMS,
zSeries, HP3000
Applications• 60% Invoicing• 30% Financial GL, AP, AR and
other Reporting• 10% Other
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Hardware/Software
OctoTools was built using the .NET Framework 1.1 using C#
• OctoTools runs with Windows XP/2003/2000/NT4 on server, professional or home editions.
• OctoTools has been certified by Veritest to run 2003 server
• OctoTools has run on 4 way servers without any problems and will support multiple streams being processed simultaneously.
Minimum Configuration• Any x86 system that supports .NET• 1 GHZ and 256MB for light print loads
Recommended Configuration• 2.8+ Celeron, Pentium, Athlon or equivalent• 512-1024MB depending on OS and concurrent
processing streams• A $300-$700 PC can perform the job for most
users, big “industrial strength servers” are not required.
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OctoTools Recently Added Features
• Provide security by allowing sensitive information to reside offline on a flash memory key ring.
1. Some output must use preprinted forms, but if that data is stored in archives it is useless.
2. OctoTools will be able to suppress fixed test for preprinted forms, yet provide the full for PDF.
• Chinese, Japanese, Korean and Right to Left character sets
• Excel/CSV extraction when a report is created
• ODBC Database Input• Turnkey, high performance Enterprise
Level upgrade codename “Turbo”, extra cost module.
We Listen To Our Customers. Many new features have been added to meet customer needs.
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How Will OctoTools Affect Your Expenses and Productivity
• Save by switching to improved technology. Many people are still using dot-matrix, line printers and multipart paper forms. The forms are expensive, and bottom copies may be difficult to read. Laser printers and Multi Function Printers (MFP).
• OctoTools also provides a side benefit of a report archive. The archive is complementary to the printing and will improve access to documents and customer satisfaction.
• Report Archiving is being deployed in many companies to save money and space. Larger more expensive systems are being put in. You do not have to spend large sums of money to do this with OctoTools. In most cases OctoTools pays for itself in under 1-2 months. A lower cost system should allow you to win more bids.
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OctoTools Guarantee
JBM Systems believes in customer satisfaction. We have two policies in place in order to meet that goal.
• OctoTools is downloadable and is always available for a 21 day “test drive”. We strongly believe in “Proof of Concept” and provide OctoTools at no charge to carry it out. There is no obligation and we provide presales support as needed.
• We usually defer issuing the permanent product license key until 30 days after customer acceptance and payment of invoice. If OctoTools has not met the customer’s expectations and we cannot solve it, the product will be deinstalled and a refund issued (if the invoice was paid). We have never had anyone invoke these terms.
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SummaryReasons for installing OctoTools:• Companies can save money and improve
productivity.• OctoTools can be cost justified very
quickly• Easy to use, changes can be made by IT
staff or end users without requiring expensive consulting time.
• Windows based, will service multiple platforms and applications. Charges are not affected by mainframe and server sizes.
• There are no charges for number and size of printers.
• Capabilities that meet the client’s needs.• We listen to our clients needs and
continually enhance Octotools to support their requirements.
• Excellent support• OctoTools guarantee
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Sample Input/Output
Enhance Your Legacy Output
With Minimal Time & Effort
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Text invoice from AS/400. Note the corvette red
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Invoice reformatted using OctoTools
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A return causing a credit to be issued. Note yellow
A negative balance is really a credit
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Dynamically added signature and date received from external file
Scanned image
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ADP Auto Dealer Customer Invoice Data From Unix
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ADP Auto Dealer Customer Invoice Data From Unix
Can print on any printer or PDF !!!
36Note the Continues
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Mail Merge Example – Text from Unix
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OctoTools supports RTF for design input. Microsoft Word was used to design the letter and was copied/pasted to OctoTools. This is the resulting merged letter.
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Inserted Form Created Using Microsoft Word
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Inserted form Created Using Microsoft Word
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Data formatted for CMS1500 HHS1500 form
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CMS1500 can print to form or PDF
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Accounts payable check that would be sent to a preprinted form
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OctoTools has a Security Feature for Check Printing.
MICR Fonts, Signatures and Logos will not be stored on the computer.
A Check will be Voided, as shown below, without a required USB Key.
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Checks Printed with the Security Key
Carried by Authorized Personnel
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Multi-language including Chinese/Korean/Japanese
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OctoTools ODBC Database Selection
OctoTools is able to select input from ODBC databases including Microsoft Access, MS-SQL, MY-SQL. More databases including Oracle will be forthcoming
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To select an element, just click the column heading
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Generated Using OctoTools ODBC Drag and Drop Interface
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Notice how easy it is to follow columns and rows
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Commission report from Z/OS
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Z/OS commission report striped yellow/white 1x1 lines
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Automatically Numbered – try to loose your place !
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Stripped Data with Automatic Line Numbering
with Exception Checking
Note that if total dollars base < 500 the line to made red
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Z/OS commission report striped alternating 1 line 4 colors.
I picked “Easter Colors”, it is easy to pick any one you wish.
It is very difficult to lose your place when following across.
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Z/OS commission report striped green/white 1x1 lines
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Z/OS commission report striped green/white 3x3 lines
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Quick QuestionsOr Focus for Live Demo
• Create Corvette invoice
• Demo OctoTools EE with Turbo
• OctoSign Example
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JBM Systems, IncContact Information
Sales and Technical Support
Telephone 978-535-7676
Primary contact for medium-large deals
Murray Bob
We can customize
Private label
Create forms as part of professional services
