Panasonic's KVS5055C Scanner Delivers Superior Value

Customers have made Panasonic's KVS5055C hands down the best selling scanner since it was released this past summer. Whether you are looking to replace older scanner hardware or adding document scanning capacity boost your business efficiency with an A3-size, High Speed document scanner. The fast 90 ppm* scan speed and 200-page Automatic Document Feeder of the KV-S5055C make it ideal for both large-volume and distributed scanning environments. Panasonic's unique paper feed mechanism also minimizes the possibility of damaging important documents and ensures precise feeding to make your office work even more efficient.

• Stapled Document Detection: Multiple sensors are used to detect various types of stapled documents, and to immediately stop the scanner when a stapled document is detected. This minimizes damage to both the document and the optical glass
• Ultrasonic Double Feed Detection: The KV-S5055C is equipped with an ultrasonic double feed detection sensor, which accurately detects double feeding even when scanning documents of various thicknesses
• Ionizer: The ion-filled breeze created by the ionizer neutralizes the electrical charge on the documents to be scanned, and reduces the amount of paper dust that clings to their surface. This ion-filled breeze also flows through the paper path and removes paper dust from the scanning glass to reduce the need for the user to clean the glass
• Scanning Glass Cleaning Brush: This brush directly cleans the scan glass to help reduce the amount of paper dust accumulation. This process, along with the Ionizer, helps to reduce the amount of maintenance necessary

Contact info@portfordsolutions.com or visit Panasonic's web site at www.panasonic.com

Creating the Ultimate Web Experience

Customers have high expectations of websites: interactivity, personalization, relevant content, and more. Join us Tuesday November 16th 8am PST as EMC presents a Live Webcast on the best practices for creating, managing, and delivering dynamic web experiences.

With a solution from EMC and Portford, you can meet these demands and improve the entire web publishing process—delivering the most compelling experience to your customers

Attend this event to:

• Learn about the best practices to use the Web to its fullest potential as a tool for marketing, branding, and business growth
• Gain a comprehensive understanding of the powerful technologies EMC has to offer to optimize your web publishing process-from content creation to multi-channel web delivery to web analytics.
• See how organizations have successfully built persuasive online experiences that leverage social media, personalization, realtime tracking, optimization, and rich media

Click here to register for this free EMC Live Event. Click here to see all upcoming EMC Live events.

Contact info@portfordsolutions.comto learn more about best practices for creating, managing, and delivering dynamic web experiences for your customers.

Is Your Document Imaging Environment Ready for Windows 7?

When Microsoft released Windows Vista three years ago we all heard about or personally experienced how Vista was crippling otherwise powerful computers with excessive system requirements and a wide range of other issues. For many organizations these issues were reason enough to simply ignore the new OS and carry on using and ordering new PCs with XP. As XP machines reach the end of their service life and companies like Dell have halted the sale of XP loaded PCs customer are now moving to Windows 7. Though not as revolutionary in appearance as its predecessor, Microsoft has made good on promises of long-awaited refinements, including better performance and better driver and hardware compatibility in Windows 7. Windows 7 accommodates legacy applications by allow them to run in "XP Mode" and for websites designed for older browsers "Compatibility View" is available in Explorer 8. While there are some work arounds for using older versions of applications in Windows 7 it is recommended that you upgrade to the latest Windows 7 supported versions of your document imaging software products. Previous versions of the following EMC and Kofax software products are not supported in Windows 7.

The following software versions will support Windows 7 desktop client installations:

- EMC ApplicationXtender version 6.5
- EMC Captiva Input Accel version 6.0 SP1
- Kofax Capture version 9
- DocuNECT Virtual Print Driver version 4.2
- DocuNECT Desktop Capture version 4.2

Portford customers can easily access the latest versions of their software entitlements through our support portal http://www.portfordsupport.com/. Contact your dedicated account representative today to discuss any plans your organization has to move to Windows 7 and ensure your document imaging environment is prepared.

Contact: info@portfordsolutions.com to learn more about EMC and Kofax compatibility with Windows 7 or click here to search any hardware or software on Microsoft's Windows 7 Compatibility Center.

Enterprise Risk, Compliance, and Quality Management Solutions

Oct. 21, 2010 (Business Wire) -- Pilgrim Software, Inc., a world-leading provider of Enterprise Risk, Compliance and Quality Management (ERCQM) software solutions, today announced a strategic partnership agreement with Portford Solutions Group, Inc., a California-based systems integration software provider. In conjunction with Portford Solutions’ value-added reseller services, Pilgrim will deliver its products to an expanded base of enterprises in the pharmaceutical, food and beverage and other regulated manufacturing industries sectors.

Pilgrim's integrated risk, compliance and quality management software solution helps organizations remain compliant, minimize risk, reduce costs, and operate more effectively. Pilgrim was selected as a partner by Portford from among numerous ERCQM providers for its depth and breadth of integrated solutions and responsiveness throughout the selection process.
By combining its proven solution with Portford’s track record of success as a business-focused software systems integrator, Pilgrim will be able to serve additional markets with its globally recognized automation platform. Portford, in turn, will extend its capabilities as a full-service enterprise compliance and quality management (ECQM) services provider by leveraging Pilgrim’s solution suite.

“Following a detailed assessment of competitive solutions, we selected Pilgrim and are delighted with our decision,” said Bruce Bolton, Co-founder and Partner of Portford Solutions. “We firmly believe in partnering with other best-in-class technology providers to help solve the manufacturing industry’s information technology challenges. By teaming together as strategically aligned solutions providers, Pilgrim and Portford will be able to effectively reach those enterprises that can readily benefit from ERCQM solutions to attain their quality, compliance, and operational goals.”

Together, Pilgrim and Portford Solutions will provide automated, compliance-driven enterprise software solutions to Life Sciences industries, including pharmaceutical manufacturers, health care providers, food and beverage manufacturers and other industrial manufacturing enterprises.

“Pilgrim shares Portford’s vision when it comes to meeting critical industry needs, so partnering with Portford made absolute sense,” said Prashanth Rajendran, Pilgrim Software’s Chief Operating Officer. “We look forward to building a very productive relationship between our two firms which will give our mutual customers the ability to develop sound solutions to increase automation, support, compliance, and productivity.”

About Portford Solutions
Portford Solutions is a world-class consulting and technical services provider to Life Sciences enterprises. Portford Solutions provides a complete, end-to-end Compliance and Quality Management service set to its customers, including strategic consulting, enterprise and SaaS solutions, validation consulting, and document management. Portford Solutions has offices located in Ontario, CA and Irvine, CA. Website: http://www.portfordsolutions.com/.

About Pilgrim Software, Inc.
Pilgrim Software, Inc. is a world-leading provider of Enterprise Risk, Compliance and Quality Management solutions for global organizations. Through its integrated platform, Pilgrim helps organizations manage industry and regulatory compliance, address potential risks, reduce manufacturing costs and improve customer satisfaction. Pilgrim has been named North American Enterprise Compliance & Quality Management Company of the Year – Best Practices by Frost & Sullivan, and winner of its 2010 North American Best-In-Class Customer Value Enhancement Award in the Enterprise Risk, Compliance and Quality Management Market for the Life Sciences Industry. For more information, visit Pilgrim Software’s website at http://www.pilgrimsoftware.com/.

Confronting SharePoint Implementation Challenges

Organizations are increasingly leveraging SharePoint to enable effective document collaboration while making documents available. While a great tool for any organization, SharePoint is not necessarily the right tool for storing all document types. For customers with large volumes of documents and with fixed document types, ApplicationXtender continues to provide capabilities not available in a traditional SharePoint environment.
SharePoint has a number of strong features to support portal and collaborative requirements. In large scale deployments however, organizations often find that SharePoint does not address all of the requirements for content management.

• SharePoint relies upon Microsoft SQL Server databases for storing both content and metadata. This reliance upon SQL databases makes SharePoint difficult to manage and hack up, especially as it scales to store large numbers of documents. In addition, high-availability requirements, such as replication, mirroring, and clustering, are limited and difficult to configure.
• For customers that scan moderate to high volumes of documents or need to store millions of documents, SharePoint may require more than one repository. This introduces challenges to organizations that need to provide a single point of access for all documents.
• SharePoint does not provide imaging features. SharePoint user interfaces are not able to view all common image formats nor does it support image enhancement functions required to improve the quality of scanned images, such as line and border removal, de skewing, noise removal, and rotation.
• SharePoint has limited facilities for developing and executing complex processes in highly scalable environments, requiring extensive customization or reliance upon third-patty tools to provide effective automation and routing.
• Sharepoint provides no capability for archiving old, infrequently accessed content that must be retained for e-discovery, compliance, or long-term preservation. Disconnected silos of SharePoint content are rarely controlled in accordance with corporate policies and external regulations.
• Without relying upon third-party applications, SharePoint does not address the lifecycle of content, especially at its "beginning (document capture) and "end" (publishing, retention management, and archiving).
• Without relying upon third-party applications, SharePoint does not address the lifecycle of content, especially at its "beginning (document capture) and "end" (publishing, retention management, and archiving).

Join us on September 30th at 10am PST to learn how customers have overcome these challenges using Portford's award winning DocuNECT electronic capture platform and ApplicationXtender. With Sharepoint integration for ApplicationXtender, organizations can not only provide ease of use and complete document access through SharePoint, they can continue to leverage the strong document management and capabilities in ApplicationXtender. DocuNECT provides rule based automated capture of any electronic files making it easy to set up COLD reporting and content migration into SharePoint.

Contact info@portfordsolutions.com to find out how Portford can help extend the value of your SharePoint Implementation.

DocuNECT Desktop Analyzer

DocuNECT's powerful desktop tools makes it easy to organize any local content. DocuNECT's Desktop Analyzer is a useful tools for preparing to migrate file shares and use Desktop Capture to index and upload documents to your ApplicationXtender or Documentum repository. In just minutes you can use the Desktop Analyzer to:

• Analyze a Folder Structure
• Determine Document Count, Total Size, No of Duplicates, and Size of Duplicates
• Delete Duplicate Files
• Export a Folder Structure Layout as a CSV File

Whether you are trying to reduce the time required to back up files or preparing to migrate your file share into Microsoft SharePoint, the DocuNECT Desktop Analyzer is an easy first step to organizing your content.

Contact info@portfordsolutions.com to learn more about the Desktop Analyzer

Automated AP Solutions Made Affordable

Form many customers, initiatives around advanced capture and automated accounts payable can be cost prohibitive. While software licensing costs might fit within budget often times the cost of configuring and administrating the solution is not. The decision to replace a manually intensive AP process typically depends on just how high of an investment will be required to achieve the following benefits:

• Automatically identify and extract vendor and accounting information
• Replace manually intensive data entry with quick verification as desired for QC purposes
• Improve visibility into overall cash management
• Reduce processing time and costs

One of biggest reasons why traditional automated AP solutions require extensive implementation services is that most solutions rely on form recognition so that index values will be correctly located and read using zonal OCR technology. Each time a new vendor signs up, a new template needs to be created so that the software knows what that vendor's invoices look like and where to look for fields such as invoice number, amount, date, ect.

Portford's DocuNECT capture platform relies on contextual information from invoices rather than form layout and recognition. A CSV file with vendor information can be used to automatically load DocuNECT's rules engine with which vendor invoices to expect and what data to extract. The result is a more accurate solution which also provides the flexibility to capture invoices from MFPs, emails, virtual print driver, desktop capture, and sFTPs. Since DocuNECT is completely web based there are no client installations for reviewing and verifying invoices and data. Since DocuNECT has no volume restrictions and is affordably priced customers are able to achieve an immediate return on investment.

DocuNECT is tightly integrated with ApplicationXtender, Documentum, and most of the devices and email systems your organization is using today. Call Portford today to discuss why DocuNECT is one of the most cost effective investments your business can make.

Contact: mailto:minfo@portfordsolutions.com to find out just how affordable implementing an automated AP solution can be for your organization.

Finance Industry Setting Trends in Document Imaging

Recent AIIM research indicates that many in the financial, banking, and insurance industries (FBII) operate highly-sophisticated in-house scanning and capture operations. This would appear to make sense, given the fact that these industries were among the first to embrace sophisticated information technologies, dating back to the early 1960s and beyond.
The overall demand for going paperless in this sector, however, is unambiguous, as was sharply articulated in a 2008 interview with John Chickering of Fidelity Investments, one of the largest financial houses: “(Our) storage volumes are growing by leaps and bounds. The research data I’ve seen quote 30 percent annually. That means we’re doubling faster than every three years.

“The more volume we have to manage, the harder it is for us to find what’s important, and so I think we as an industry need to address the volume issue.” A best practice, adds Chickening, “is to embed in the capture of documents (and their use in running a process), the things you need to manage the documents throughout their lifecycles.”
Traditionally, scanning and capture has been considered technically challenging. Achieving high throughput at minimum cost has required specialized machinery and skilled staff, hence the prevalence of service bureaus and outsourcers.

As a result there has been reluctance in various sectors to invest in onsite capture technology, relying instead on low offshore labor rates and cheaper communications, enabling a combination of onshore scanning, with offshore remote keying into corporate legacy systems. But that is changing, as revealed in the AIIM data below.

• 67 percent of respondents do not outsource any scanning or capture services.
  
• 72 percent of all respondents have a centralized scanning and capture facility.
  
• 72 percent also use distributed capture within their organizations (multifunction peripherals, desk-top scanners, branch-office and field-office scanning).
  
• The strongest drivers for scanning and capture are “Improve process throughput (efficiency)” 64 percent; “Records security and accessibility (compliance)” 56 percent; “Improve speed of access (customer service)” 52 percent; and, finally, “Improve searchability/findability of business documents (knowledge management)” 46 percent.
  
• The three largest “barriers to greater strategic adoption of scanning and capture” were “Justifying the investment – demonstrating ROI,” 44 percent; “Resistance to change,” 40 percent; and “Still thought of as scan-to-archive, not scan-to-process” 40 percent.
  
• 51 percent of respondents reported return on investment (ROI) on scanning and capture investments within 12 months or less, with an additional 18 percent reporting ROI within 18 months.
  
• 66 percent index and store scanned images and electronically generated files in the same system.
  
• 80 percent of respondents do not store “significant numbers of scanned images” in SharePoint.
  

How do you feel your organization measures up when it comes to efficiencies gained through document management? Ask Portford today to discuss best practices in your industry and identify how your business process can be improved.

Contact info@portfordsolutions.com to learn more how to expand the value of your investment in document management.

Quickly Scan Your Documents with the ApplicationXtender Capture Package

Among the thousands of ApplicationXtender implementations there are hundreds of capture solutions being used from 3rd party manufacturers or custom solutions. Among the most common tools for desktop scanning is Image Capture (formerly known as scanxtender). When EMC purchased Captiva Software in 2006 the AX roadmap included plans to gradually replace Image Capture with Captiva's powerful desktop scanning application, Quickscan Pro. Customers had grown accustomed to the simplified batch scanning and indexing in the AX desktop client so Image Capture has remained a supported component of every AX software release. For some AX customers scanning documents through Kofax Ascent Capture (now called Capture) a separately licensed enhanced release script was required to submit documents to full text recognition. Rather than continue to license these components separately in AX version 6.5, EMC is now offering an AX capture package for only $700 per desktop which will allow users to use any one desktop scanning option.

The AX Capture Package includes the following products:

• QuickScan Pro for ApplicationXtender
  
• ApplicationXtender for Multi-Function Peripherals
  
• Enhanced Ascent Capture Release Script
  How are you currently scanning your documents? Contact Portford today to discuss the most cost effective document capture solution possible.

Contact info@portfordsolutions.com to learn more about ApplicationXtender 6.5 and the AX Capture Package.

Bringing eDiscovery In-House with EMC SourceOne Kazeon

The eDiscovery process is filled with challenges that can drive up cost and risk. CEOs are asking their IT, Legal and HR department for guidance on how to ensure compliance with new legislation around Information Governance and to be prepared for internal and regulatory investigations.
Be prepared for today’s urgent needs and tomorrow’s impending requirements. Join Portford and EMC at a WebEx event to learn how you can be prepared for litigation and audits by reinforcing proactive, systematic, repeatable business processes within your organization.
Attend our webinar on July 8th at 10am PST to learn how EMC SourceOne-Kazeon delivers comprehensive information governance solutions and enables you to take a proactive approach to legal requests, brining eDiscover in-house. Find out how EMC SourceOne:

• Empowers your organization with classification, security, retention, proper disposition and access to information
  
• Allows you to discover and manage content and apply a secure legal hold across a variety of repositories
• Provides secure authorized investigator access, defensible collection results, and chain of custody
  
• Automates the eDiscovery process and quickly deploys and configures your in-house solution in days and weeks versus months

Kazeon revolutionizes the way companies perform Information Management and eDiscovery by using the Information Server software to intelligently discover, search & index, classify and act on all electronically stored information. Kazeon provides a full spectrum of Information Management solutions, including proactive and reactive eDiscovery, information security and privacy, records management, governance, risk & compliance, and data management. The Kazeon Information Server software automates key eDiscovery functions -- identification, collection, preservation, processing, analysis and review for corporations, service providers, and law firms. Click here to save our our upcoming WebEx meeting July 8th 10am PST in your outlook calendar and learn how your organization can bring the eDiscovery process in house.

xCelerated Composition Platform for Documentum

The EMC Documentum xCelerated Composition Platform (xCP) is the essential application development platform that enables you to quickly build dynamic case-based applications. With the focus on configuration and less coding, you can deliver case-based applications up to fifty percent faster, at a substantially lower cost and with less resources.

In a typical organization the people with the technical expertise to develop custom business applications are not typically the same people closest to the business processes. xCP gives business analysts the ability to build complex business logic above and beyond just the user interface. Giving people that understand the business processes and logic the ability to design and implement applications removes the natural disconnect between Business and IT. The result is a much faster and less expensive implementation of business process management solutions. Since business processes can change over time, further return on investment is realized when business can update and publish revised workflows without burdening IT.

EMC plans on releasing xCP version 2.0 in January 2011. Customers are encouraged to evaluate using xCP for new development since new version of xCP will be based on DFS instead of the currently WDK based product.

Interested in learning more about xCP? Contact Portford today to set up a webex demonstration or visit the EMC Community Network

EMC World Overview

Thousands of EMC customers and partners attended EMC World in Boston May 10th - 13th and had the opportunity to attend 91 presentations on Documentum and 2 presentations on ApplicationXtender. EMC's Content Management and Archiving (CMA) family of products (which includes Documentum, Captiva, and ApplicationXtender) has been changed to the Information Intelligence Group (IIG). While the overall them of EMC World was "Journey to the Private Cloud", the theme for Documentum was the xCelerated Composition Platform (xCP) which is a combination of Business Process Management, TaskSpace, and Forms Builder Tools. See the following article in this newsletter for more details on xCP.

Many feel that Centerstage still lacks some of the document management functionality found in Webtop and some collaboration features the eRoom provide. EMC continues to focus development on Centerstage which has now been available for two years in limited and wide release. Next year EMC plans to make the SDK for Centerstage available which should lead to a much wider adoption among Documentum customers.

Overall, Documentum and ApplicationXtender were not the major focus at EMC World which is why Portford provides our customers regular webex seminars, a content rich support portal, and our blog keep our customers current on the issues and products that concern them the most.

getsmart AIIM Whitepaper: The changing landscape of document capture - Are you ready to capture more than just paper?

Although Microsoft SharePoint offers some powerful features and functionality it has the same issue as every document or content management system on the market, it is only as effective as the content it manages. For example, if your SharePoint system only manages a small subset of your regulated business documents then your company is still at risk. We are moving into a world with regulations from HIPAA, SEC, Sarbanes Oxley, IRS, FDA, DoD, and others, prompting us to get our documents under control.

Download the whitepaper to see how DocuNECT can help extend the value of your Microsoft SharePoint implementation.

If you would like information about the new products features please contact your dedicated account representative or email: dan.segura@portfordsolutions.com or visit www.portfordsolutions.com

DocuNECT Web-based Barcode Generate

Portford is pleased to announce the release of the barcode separator sheet module for DocuNECT. Users can now create scanning barcode separator sheets to easily separate and index documents.



If you would like information about the new products features please contact your dedicated account representative or email: dan.segura@portfordsolutions.com or visit www.portfordsupport.com

Webinar: In-House eDiscovery for Corporations with Simplicity and Defensibility

EMC SourceOne™ eDiscovery – Kazeon automates in-house identification, collection, preservation (legal hold), processing, analysis, review, and policy-based management of unstructured content. It works with data sources such as file shares, desktops, laptops, Microsoft Exchange, Microsoft SharePoint, IBM Lotus Domino, Symantec Enterprise Vault, and EMC Documentum. The product enables your legal and IT teams to respond rapidly and efficiently to today's information governance needs, including litigation, investigations, and compliance. In addition, you can proactively discover, classify, manage, and preserve information according to business value and risk.

Join us June 3rd at 10am PST for a free online seminar to learn how EMC SourceOne eDiscovery - Kazeon delivers the following features and benefits.

• Enhanced effectiveness for litigation and investigations - Perform in-house eDiscovery on potentially relevant information quickly, accurately, and defensibly
• Lower eDiscovery costs - Reduce or eliminate outsourcing costs through in-house eDiscovery processes that are automated and repeatable
• Maximized defensibility - Employ a pure eDiscovery solution and proven litigation hold process, including audit trails and chain-of-custody
• Increased IT and legal efficiency - Establish the business value of ESI for easier identification, management, and retrieval
• Full-functionality, in-house eDiscovery - Proved complete Early Case Assessment and First-Pass Review capabilities for in-house counsel

Join us June 3rd at 10am PST for an overview and demonstration of EMC SourceOne™ eDiscovery – Kazeon.

To Register
This is a free event, however registration is limited. If you have any questions, please contact:
dan.segura@portfordsolutions.com or call (949) 333-0331.

Webinar: What's New in ApplicationXtender v6.5

Over 7500 customers from a broad range of industries have deployed ApplicationXtender for document imaging, workflow, reports management, and archiving. EMC has again raised the bar for transactional content management solutions with ApplicationXtender 6.5. Based on customer and partner feedback substantial new features and functionality have been added in version 6.5. Information Rights Management Services (IRM) is among the powerful new features now available. IRM for AX allows customers to dynamically control permissions such as view, edit, print, and distribute even after a document has been sent to a third party.

Join us for an overview and demonstration of Information Rights Management for AX and other features included with the purchase of AX version 6.5:

• Retention Manager - enables business to easily configure document retention and disposition policies in the AX to mitigate risk and meet compliance goals
• SDK, CDK, and Web Services Documentation Kit – provides the complete set of tools to integrate AX with your own Windows business solutions
• AX for Microsoft Office 2007 – allows you to integrate AX content management functionality into Microsoft Office applications
• Media Distribution – provides a complete content distribution mechanism for AX, allowing organizations to distribute content via CD, DVD, or Blu-Ray to third parties in a secure self-contained format

Who should attend?
Existing ApplicationXtender customers and organizations interested in evaluating an industry leading document management solution.

When is it?
DATE: May 6th, 2010
TIME: 10:00 to 11:00 am PT/ 1:00 to 2:00 pm ET
PLACE: WebEx

To Register
This is a free event, however registration is limited. If you have any questions, please contact:
dan.segura@portfordsolutions.com or call (949) 333-0331.

Webinar: Turn SharePoint Plans into Reality with DocuNECT

Over 70% of participants in a recent AIIM survey indicated that their companies currently use or have immediate plans to use SharePoint 2007/MOSS for Collaboration/workspaces and Document management (check in/check out). File share replacement, scanning/imaging, and email management applications were significantly lower priority SharePoint applications according to those surveyed. SharePoint can be used for collaboration "out-of-the-box" but many organizations struggle with leveraging the platform for managing transactional content, records, and emails with traditional capture solutions.

Portford has integrated SharePoint distribution in our award winning DocuNECT electronic capture platform. DocuNECT can automatically capture electronic files from Folders, FTPs, sFTPs, email, fax servers, and apply your business rules to distribute documents and data directly into SharePoint. DocuNECT's standard features can be used to migrate documents from file shares to SharePoint and automatically create document folders and document properties based on existing folder/file naming structure. DocuNECT's advanced capture features can be used to automatically classify documents and extract the data required to instantiate a workflow in SharePoint. SharePoint customers can also leverage DocuNECT's desktop capture tools such as the Virtual Print Driver and the Windows Explorer integration allowing users to quickly capture and index electronic files.

Don't miss a live demonstration and overview of DocuNECT can add value to your existing SharePoint implementation:

• Automatically classify and index TIFF/PDF images and MS Office files based on your business rules
• Capture files directly from any application using the DocuNECT Virtual Print Driver for SharePoint
• Automatically capture an unlimited volume of files from Multi-function copiers, fax servers, email, sFTPs and FTPs
• Quickly implement a distributed capture process using DocuNECT's intuitive and completely web-based user interface
• Automatically rotate, clean up, and apply industry leading image compression without sacrificing quality or performance

Who should attend?
End Users and Administrators interested in increasing the value of their SharePoint implementation with any of following applications:

• Migrate documents from network folders to SharePoint
• Enable document scanning into SharePoint from network scanner/copiers
• Automatically kick-off a workflow from emails and faxes received
• Print electronically from any print enabled application directly into SharePoint
• Quickly organize and index batches of files from the desktop into SharePoint

When is it?
DATE: April 14th, 2010
TIME: 10:00 to 11:00 am PT/ 1:00 to 2:00 pm ET
PLACE: WebEx

To Register
This is a free event, however registration is limited. If you have any questions, please contact:
dan.segura@portfordsolutions.com or call (949) 333-0331.

Keep Track of Capture with the DocuNECT Dashboard

Portford is pleased to announce the release of the DocuNECT Capture Dashboard (v2.3). The dashboard provides a complete summary of the entire DocuNECT system, including:

1) Alerts for system issues, such as connectors that are not active or running, connectors that have an error, and batches that have errors.

2) Status information can also be emailed. If the email function is switched off an email will still be received if any system issues are found. The email distribution can have multiple email addresses.

3) Provides a System Issues summary section at the top of the HTML and Email that provides areas that contains issues.

4) Monitors storage space, providing a warning if any of the storage locations have less than 25% capacity free.

5) Reports the current version of the database and CaptureLifecycle runtime as well as displaying latest released version from Portford's web site.

6) Deletes connector logs before a certain number of days to allow a rolling window of connector logs to be kept.

7) Backs up configuation information. All the Cabinets, CaptureLifecycles, and all the "Last Run" Connector Logs. These are also included as attachments on the status email to allow this to be forwarded onto support if required



If you would like information about the new products features please contact your dedicated account representative or email: dan.segura@portfordsolutions.com or visit www.portfordsupport.com

Electronic Document Capture on the Rise

Historically paper has been the primary source of document transfer between employees, customers and business prtners. Recent studies have shown that the use of electronic documents are on the rise. Whether it is a contract, an invoice, purchase order, order form, or any other document, it makes sense to transfer these documents electronically as it can help to speed up the underlying business processes.

At a recent AIIM roadshow, the AIIM President John Mancini presented the following statistics:


DocuNECT, Portford's electronic document capture platform, can process a number of different types of document formats from different sources. The business rules defined for processing documents are independant of the document format and can help with the transition from processing paper to processing electronic documents.

If you would like information about the new products features please contact your dedicated account representative or email: dan.segura@portfordsolutions.com or visit www.portfordsupport.com

Important Product Updates

The anticipated end of life for ApplicationXtender version 5.4x is December 31st, 2010. As mentioned in previous announcements, the end of life for ApplicationXtender version 5.3x was on June 30th 2009. The next update to ApplicationXtender will be version 6.5 instead of the previously announced version 6.0 Service Pack 1. Please make sure to contact Portford to make arrangements to upgrade and ensure uninterrupted support services. The availability of the following software versions have been announced or forecasted:

• ApplicationXtender v6.5 (expected in April 2010)
• ApplicationXtender Workflow Manager Concurrent Licensing (expected in April 2010)
• Information Rights Management for ApplicationXtender (expected in April 2010)
• Quickscan Pro v4.7 (Including Sharepoint Export - now available on EMC.com)
• Documentum 6.5 SP2 (now available)
• Documentum CenterStage (limited release)
• Captiva CaptureFlow Designer for IA 6.0 SP1 (now available)
• DocuNECT 4.2 (now available)
• Kofax Capture 9.0
• Kofax Express 2.0

If you would like information on any of the above products please contact your dedicated account representative or email: dan.segura@portfordsolutions.com or visit www.portfordsupport.com

Meet Portford's New Management Team

Thanks to our customers and partners, Portford was fortunate to experience tremendous growth in 2009 and we look forward to continued success as we celebrate our 10th anniversary. Each year Portford has expanded the range of services delivered and in an effort to maintain quality in each area we have re-organized into three business groups:

Technical Services Group
Brad Grell – Technical Services Director: The technology group focuses on EMC Documentum and Portford DocuNECT software support, software upgrades, technical implementations, integrations and software sales.

Consulting Services Group
Sam Gramlich – Vice President of Consulting Services: The consulting group provides project management and project lifecycle support for business and software implementation projects.

Managed Services Group
Verna Goodloe – Vice President of Managed Services: The managed services group provides a range of outsourced document services, including off-site document conversion (in Ontario), document bookmarking, data entry and extraction and information management.

Beginning in April, each or our groups will be offering news and information in our monthly newsletter specific to the issues and challenges facing our customers. Portford's sales and support offices are now based in our Irvine, CA location. Please be note that office telephone numbers will change for many of us

If you would like information please contact your dedicated account representative or email: dan.segura@portfordsolutions.com or visit www.portfordsupport.com

Information Rights Management In EMC ApplicationXtender 6.5

EMC is expected to announce general availability of ApplicationXtender 6.5 in April 2010. Among the most exciting new features available in 6.5 is embed ed Information Rights Management (IRM). IRM allows dynamic control and management of information by enabling content owners to decide who gets to view, edit, print or email documents and who does not. Now integrated into ApplicationXtender 6.5, IRM polices can be configured in App Gen (AX Administration) providing dynamic control of your organization's content even after it has left the corporate firewall.

Benefits of IRM for ApplicationXtender:
Persistent protection — Ensures that documents, messages and attachments are protected at rest, in transit and even after they're distributed to recipients.

Dynamic policy control — Allows content owners to define and change user permissions (view, forward, copy or print) and recall or expire content even after distribution.

Automatic expiration — Provides your customers the ability to automatically revoke access to documents, emails and attachments at any point, thus allowing information security policies to be enforced wherever content is distributed or stored.

Continuous audit trail — Provides confirmation that content was delivered and viewed and offers proof of compliance for your customer's security policies.

If you would like information about the new products features please contact your dedicated account representative or email: dan.segura@portfordsolutions.com or visit www.portfordsupport.com

Turn Your SharePoint Plans into Reality with DocuNECT

Since 2001 Microsoft SharePoint has been widely adopted as set of Web-based productivity, collaboration and productivity tools, as well as a platform upon which companies can develop line-of-business applications. Over 70% of participants in a recent AIIM survey indicated that their companies currently use or have immediate plans to use SharePoint 2007/MOSS for Collaboration/workspaces and Document management (check in/check out). File share replacement, scanning/imaging, and email management applications were significantly lower priority SharePoint applications according to those surveyed. SharePoint can be used for collaboration "out-of-the-box" but many organizations struggle with leveraging the platform for managing transactional content, records, and emails with traditional capture solutions.

In response to customer demand, Portford has integrated SharePoint distribution in our award winning DocuNECT electronic capture platform. DocuNECT can automatically capture electronic files from Folders, FTPs, sFTPs, email, fax servers, and apply your business rules to distribute documents and data directly into SharePoint. DocuNECT's standard features can be used to migrate documents from file shares to SharePoint and automatically create document libraries and document column properties based on existing folder/file naming structure. DocuNECT's advanced capture features can be used to automatically classify document and extract the data required to instantiate a workflow in SharePoint. SharePoint customers can also leverage DocuNECT's desktop capture tools such as the virtual print driver and the windows explorer integration allowing users to quickly capture and index electronic files.

On April 14th, Portford will be hosting a WebEx demonstration and overview of DocuNECT electronic capture for SharePoint. Dont miss this opportunty to learn how DocuNECT can turn your organization's SharePoint Plans into reality

If you would like information about the new products features please contact your dedicated account representative or email: dan.segura@portfordsolutions.com or visit www.portfordsupport.com

Product Update: DocuNECT and Documentum ApplicationXtender

Portford has extended the integration with Documentum's ApplicationXtender (AX) product, adding the following features:

• The distribution from DocuNECT to AX support multiple indexes per document
• COLD documents can now be exported along with image and foreign file documents
• Documents can be exported from an AX search, a saved query. In addition DocuNECT will update an index value to keep track of the documents as they are being exported

If you would like information about the new products features please contact your dedicated account representative or email: dan.segura@portfordsolutions.com or visit www.portfordsupport.com

Important Product Updates

The anticipated end of life for ApplicationXtender version 5.4x is December 31st, 2010. As mentioned in previous announcements, the end of life for ApplicationXtender version 5.3x was on June 30th 2009. The next update to ApplicationXtender will be version 6.5 instead of the previously announced version 6.0 Service Pack 1. Please make sure to contact Portford to make arrangements to upgrade and ensure uninterrupted support services. The availability of the following software versions have been announced or forecasted:

- ApplicationXtender v6.5 (expected by March 31st 2010)
- ApplicationXtender Workflow Manager Concurrent Licensing (expected by March 31st 2010)
- Information Rights Management for ApplicationXtender (expected by March 31st 2010)
- Quickscan Pro v4.7 (Including Sharepoint Export - now available on EMC.com)
- Documentum 6.5 SP2 (now available)
- Documentum CenterStage (limited release)
- Captiva CaptureFlow Designer for IA 6.0 SP1 (now available)
- DocuNECT 4.2 (now available)
- Kofax Capture 9.0
- Kofax Express 2.0

If you are unsure of what software version you are running or would like information about new products or upgrades please contact your dedicated account representative or email: dan.segura@portfordsolutions.com or visit www.portfordsupport.com

Kofax 9 Released

In January, Kofax announced the release of the latest version of it's popular Capture software, formerly know as Ascent Capture. Capture is commonly used to scan, index, and distribute documents in to ApplicationXtender and Documentum. The following are among the features available in Capture 9.0:

• Remote Site High Availability. Provides automatic fail over for remote site licensing resulting in increased reliability and business continuity
• Additional Recognition Language Support. Now supporting Simplified Chinese (Simplified and Traditional, Thai, Japanese, Korean, Hebrew, and Yiddish to accommodate globalization
• Automatic Customization Deployment. Makes it easier to deploy and install Kofax Capture customizations to stations and remote sites to reduce deployment and support costs
• MSI Based Installer. Ability to choose to use either setup.exe installer or new .MSI based installer to easily deploy and manage Kofax Capture software and patches
• Multiple Administration Module Users. Allows multiple users to simultaneously access the Administration module to minimize configuration and deployment costs
• PDF Versioning. Allows you to select the PDF output format version to ensure that the PDF output format that is compliant with corporate standards
• Report Viewer on Servers. Allows the use of Report Viewer on servers for simplified administration
• Batch Class Update. Update the batch class for current batches providing flexibility to correct issues found in production requiring batch class changes without rescanning the batch
• .NET Versions of Database and Text Export Connectors. Database and text export connectors are .NET based to leverage the latest development tools from Microsoft. Easily customized using standard tools
• Document Routing. Custom module API’s to split a batch into sub batches. Enables routing of individual documents to specific operators.You may also route documents to specific operators to accommodate parallel processing of large batches
• Microsoft Windows 7 Certification. Support for the latest Microsoft operating systems

Contact Dan Segura for more information on Kofax 9

The new EMC Documentum ApplicationXtender Workflow Manager for AX 6.0 offers advanced capabilities for creating departmental and horizontal solutions to common business challenges. With ApplicationXtender Workflow Manager, you can improve business performance and reduce costs within and across functional business units. You can also maximize investments in your organization’s current and future IT infrastructure.

Portford and EMC will present and demonstrate the new AX Workflow Manager on February 23rd at 10am PST. Contact Portford to learn more about the features and benefits available in ApplicationXtender's new Workflow Manager:

- Discover, analyze, and design: Use the Visual Process Designer to build workflow automations
- Workflow console - Centrally integrate, categorize, and manage your processes
- Built-in .NET - Enjoy maximum customization and advance integration using .NET
- Out-of-the-box workflow samples - Implement a workflow solution in minutes
- User-friendly Process Builder tool - Design, test, and implement with coding or IT support
- Built-in reporting and forms support - Monitor and analyze user and process performance with built-in reports. Use the provided forms templates or create your own.
- Support for Microsoft SQL and Oracle DB - Ensure ease of implementation and compatibility with support for the latest databases.
Contact: info@portfordsolutions.com for more information on AX 6.0 Workflow Manager

Contact Dan Segura for more information on AX Workflow Manager

Portford Sponsors AIIM in March

Come to AIIM’s FREE, one-day seminar in Anaheim CA, to learn about solutions to solve your information management challenges. Join how to drive paper out of your core document-intensive processes; legal and e-discovery issues; information governance guidelines, and change management implications.

Portford and EMC will be presenting in the morning general session and providing live product demonstrations of EMC Documentum 6.5 and ApplicationXtender 6.0 through out the day. AIIM's ECM Seminar is a free event held held on March 16th from 8am to 2pm at the Sheraton Anaheim Hotel.

Date: 3/16/2010
Place: Sheraton Anaheim Hotel
Address: 900 South Disneyland Drive Anaheim, CA 92802

Visit www.AIIM.org for more information about AIIM. Click here for details on the ECM Seminar on schedule and activities.

Contact Dan Segura for more information on AX or DocuNECT

Have you got the data you need?

Business Intelligence platforms are an integral part of business today, analyzing structured data to make better business decisions. With data still being locked in paper and electronic documents the question remains…do you have all the data you need to make the right business decisions?

DocuNECT is a powerful data extraction platform that can compliment an existing business intelligence platform by organizing and extracting unstructured data in different types of documents and converting it to structured data.

At the heart of DocuNECT is a powerful business rules engine that can apply intelligent algorithms to identify data. DocuNECT works natively with Microsoft Office documents, emails, text, HTML, XML, and Adobe PDF documents to allow a wide variety of information can be processed. DocuNECT also has a built in OCR engine that can utilize the same business rules engine to extract data from PDF and TIFF image based documents.

Find out how DocuNECT can become part of your business intelligence platform by contacting Dan Segura.

Webinar: ApplicationXtender Workflow Manager Overview and Demonstration

Portford cordially invites you to join us for exciting overview and demonstration of EMC Documentum’s ApplicationXtender Workflow Manager. Join us to learn how EMC and Portford are meeting the demands of new and existing ApplicationXtender customers by delivering product enhancements and integrations such as the new Workflow Manager. EMC Senior Systems Engineer , David Frank will be providing a live demonstration of the new Workflow Manager and taking customer questions.

Register today by saving this calendar appointment to learn more about the new features and exciting developments around the ApplicationXtender suite of products including:

• Workflow Manager
• Microsoft Office 2007 Integration
• Microsoft SharePoint Integration
• Information Rights Management (coming soon in AX 6.5)
• DocuNECT for AX - Electronic Document Capture
• ApplicationXtender Product Roadmap

Who Should Attend this Webex?

• ApplicationXtender Customers considering upgrading or rolling out document management to new areas of their business
• AX Administrators that want to learn about new features and capabilities
• Companies evaluating workflow and document management solutions

When is it?
DATE: Februay 23th, 2010
TIME: 10:00 am - 11:00 pm PST
PLACE: Webex

Agenda
10:00 am -10:05 am
Introductions: Dan Segura - Portford Service Manager and David Frank - EMC Senior Systems Engineer

10:05 am -10:15 am
Review of what's new in AX version 6.0 and the new features to be available in version 6.5

10:15 am -10:50 am
Live demonstration of ApplicationXtender Workflow Manager

10:50 am -11:00 am
Questions and Answer

To Register
This is a free event, however registration is limited. If you have any questions, please contact:
dan.segura@portfordsolutions.com or call (909) 532-8571.

Webinar: Take Control and Reduce Your Financial Statement Audit Costs

Learn How to Quickly and Easily Generate an Audit Readiness Balanced Scorecard Designed to Reduce Your Audit Costs and Complexity.

Other benefits of the VeriComply Audit Readiness Balanced Scorecard include:

• Improved transparency and compliance
• Single point of truth, no surprises
• Early detection of gaps in controls or potential audit adjustments
• Cost effective
• Enhance employee effectiveness and oversight
• Ensure timely audits
• Minimize personal and corporate risk
• Improved relationships with your independent auditors

About the Presenters

Marc Blythe
Marc brings more than 20 years’ experience advising companies of all sizes on their accounting and financial reporting requirements. Marc is currently President of Blythe Global Investors. He was previously an audit partner at Ernst & Young where he designed and implemented their global audit approach and various quality control processes as well as created industry-specific tools, templates and knowledge bases that continue to be used worldwide by E&Y executives.

Roger Cohen
Roger is CEO & Founder of VeriComply. He has over 20 years experience as an innovative legal problem solver and trusted advisor with Brobeck, Phleger and Harrison and Dorsey and Whitney. He completed over $10 billion in transactions and advisory work for such companies as Wells Fargo Bank, New Century Financial Corporation, Finova, Friedman Billings Ramsey and Co., CrossPoint Venture Partners, Westar Capital, Sunstone Hotel Investors, Triad Financial Corporation and numerous emerging growth companies.

When is it?
DATE: Februay 18th, 2010
TIME: 10:00 am - 11:00 pm PST
PLACE: Goto Meeting
https://www1.gotomeeting.com/register/873357416

To Register
This is a free event, however registration is limited. If you have any questions, please contact:
dan.segura@portfordsolutions.com or call (909) 532-8571.

Webinar: Advanced Capture using DocuNECT on 1/26/09

Discover how Portford has advanced the electronic capture platform which EMC awarded the "Best New Offering for ApplicationXtender" at EMC Word 2009. Join us to learn what's new in DocuNECT v 4.2 and find out how Portford has raised the bar for advanced electronic capture for ApplicationXtender and Documentum 6.5.

Don't miss a live demonstration and overview of DocuNECT v 4.2 for AX/D6.5. Find out how your organization can benefit from the powerful features DocuNECT has to offer:

• Automatically classify and index TIFF/PDF images and MS Office files using DocuNECT's new and improved business rules engine
• Capture files directly from any application using the DocuNECT Virtual Print Driver for AX/D6.5
• Automatically capture an unlimited volume of files from Multi-function copiers, fax servers, email, sFTPs and FTPs
• Quickly implement a distributed capture process using DocuNECT's intuitive and completely web-based user interface
• Automatically rotate, clean up, and apply industry leading image compression without sacrificing quality or performance

Who should attend? Existing AX/D6.5 customers and existing DocuNECT customers interested in expand the capabilities of their document management systems

When is it?
DATE: January 26th, 2010
TIME: 10:00 am - 10:45 pm PST
PLACE: WEBEX
MEETING NUMBER: 575536292
PASSWORD: docunect1

To Register
This is a free event, however registration is limited. If you have any questions, please contact: dan.segura@portfordsolutions.com (909) 532-8571

Document Compression and OCR Server

Portford announces a major update to its DocuNECT OCR and Compression server. The new version has the following features:

1) Uses algorithmic compression on PDF and TIFF based image files to significantly reduce the storage on file shares and document management systems
2) Inherits previously OCR'd pages
3) Will OCR or re-OCR pages
4) Support for Documentum D6 and D6.5

Important Product Updates

The anticipated end of life for ApplicationXtender version 5.4x is December 31st, 2010. As mentioned in previous announcements, the end of life for ApplicationXtender version 5.3x was on June 30th 2009. The next update to ApplicationXtender will be version 6.5 instead of the previously announced version 6.0 Service Pack 1. Please make sure to contact Portford to make arrangements to upgrade and ensure uninterrupted support services. EMC and Portford have announced that the following software version to become available:

- ApplicationXtender v6.5 (release rescheduled for early 2010)
- Quickscan Pro v4.7 (Including Sharepoint Export - now available on EMC.com)
- eInput v2.1
- Pixtools v8.3
- Input Accel 6.0 SP1 (now available)
- Documentum 6.5 SP2 (now available)
- Documentum CenterStage (limited release)
- Captiva CaptureFlow Designer for IA 6.0 SP1 (now available)
- DocuNECT 4.2 (release scheduled 1/2010)

If you are unsure of what software version you are running or would like information about new products or upgrades please contact your dedicated account representative or email: dan.segura@portfordsolutions.com or visit www.portfordsupport.com

AIIM Study on Capture: Local, Central, Outsource - What's Working Best?

AIIM (www.aiim.org) is the community that provides education, research, and best practices to help organizations find, control and optimize their information. For more than 60 years, AIIM has been the leading non-profit organization focused on helping users understand the challenges associated with managing documents, content, records and business processes.

This survey was taken by 882 individual members of the AIIM community between November 3rd and November 17th, 2009, using a Web-based tool. Invitations to take the survey were sent via e-mail to a selection of the 65,000 AIIM community members. information and records management professionals, IT staff and line of business executives. Here is a summery of some interesting findings from this survey.

- Centralized in-house scanning and mailroom scanning are set for a considerable growth in take up compared to outsourced scanning and capture.

- Distributed scanning on MFPs is set for some growth compared to desktop scanning.

- Also set for a considerable increase is automated recognition via OCR, ICR, etc and automated classification.

- Despite the long term preferred strategies, sales next year of dedicated scanning hardware is set to drop, with MFPs just holding their own. Capture software and modules are the only areas of spend set to rise.

- Knowledge management in the form of improved searchability of business documents is the highest driver for scanning, closely followed by compliance and business process improvement.

- 46% of users report ROIs within 12 months, with two-thirds seeing returns within 18 months. These are consistent across many types of content and process, with invoices, contracts and application forms being the most popular.

- Legal admissibility of scanned documents is still seen as an issue in over a quarter of businesses.

- 30% of the sample use outsourced services, citing “No staff management overheads” as the main benefit, along with cost per scan.

- Integrating the scanned files back into the internal system is a bigger outsourcing issue than security breaches or lost documents. Quality of indexing is an issue for 30%.

- 48% of respondents have a centralized, in-house scanning service, citing better indexing and closer integration with the process as the main benefits.

- Meeting demands for fast turnaround is given as the biggest issue with central scanning operations, followed by logistics and space problems.

- 78% of those surveyed have some form of distributed scanning via MFPs, desk top scanners or branch-office scanners. Ownership of the process by the line of business owners is given as the main advantage, as well as improved utilization of MFPs.

- The biggest drawback of distributed scanning is training staff to index properly and maintaining quality of indexing over time.

- Whilst 32% of organizations report that the consumption of paper and/or number of photocopies is still increasing, this is equally balanced by those who feel it is decreasing.

- 25% of scanned documents are photocopied prior to scanning. Only 31% of scanned documents are destroyed after scanning, with a further 32% being archived off-site.

- Only 38% of paper-originated records are scanned and archived electronically.

- 51% of scanned documents are 100% “born digital”, i.e., come direct from a printer.

- 37% of organizations are scanning over half of their incoming documents. 12% scan more than 80%.

- As regards accurate recognition and capture, on average 6.5% of scanned documents are rejected at QA or require intervention.