Open Text Corporation · TSX:OTEX
Open Text — Investor Day (November 2002)
47 slides from Open Text's investor day presentation, November 2002
Slide 1: Application & Industry Strategy Overview
Application & Industry Strategy Overview Great Minds Working Together Bill Forquer, SVP Business Development November 2002 Copyright © 1995-2002 Open Text Inc. All rights reserved.
Slide 2: Our Talk Today
Our Talk Today ! Open Text Positioning and Sales Model ! Open Text Industry Solutions – Pharmaceutical and Life Sciences – Financial Services – AEC – Government ! Open Text Affinity Partner Showcase – Stonebridge Technologies Inc.
Slide 3: Collaboration and KM
Collaboration and KM Knowledge Repository is fed as a by-product of collaborative work Collaborative Work Knowledge Environment Repository Knowledge Repository is mined to make collaborative working more effective
Slide 4: Collaboration and KM = Livelink
Collaboration and KM = Livelink Knowledge Repository is fed as a by-product of collaborative work Knowledge Repository is mined to make collaborative working more effective
Slide 5: Gartner's Magic Quadrants
Gartner’s Magic Quadrants Collaborative Work Knowledge Environment Repository “Team Collaboration” “Document Mgmt”
Slide 6: Collaboration and KM: Meet, Plan, Save
Collaboration and KM Meet Save Collaborative Work Knowledge Environment Repository Plan Follow Up Continuous Process Improvement in Collaborative Meeting Applications
Slide 7: World Class Customers
World Class Customers Government Computer, Electronics, & Information Pharmaceutical Chemicals Energy & Utilities Aerospace Financial Services & Insurance Construction
Slide 8: Sales Model
Sales Model Customer Hybrid Account MgmtRequirements Sales Vertical Point of Business Requirements Entry Infrastructure Global Requirements Sales Technology Regional Point of Requirements Entry Department Follow-on Enterprise
Slide 9: Solution Model
Solution Model Customer Value Requirements Proposition Business ROI Applications Requirement Infrastructure Requirement Technology Time To Modules Requirement Deploy Department Follow-on Enterprise Addressing Business Requirements
Slide 10: Livelink Solutions Framework
Livelink Solutions Framework Solutions Wireless Portals Browsers Desktop Collaboration Compliance Knowledge Process Content Doorways Activators XML Open APIs J2EE .NET Web Services Livelink Platform
Slide 11: Pharmaceutical and Life Sciences Overview
Pharmaceutical and Life Sciences Overview Martin Sumner-Smith VP, Pharmaceutical Solutions Open Text Corporation Copyright © 1995-2002 Open Text Inc. All rights reserved.
Slide 12: Pharmaceutical & Life Sciences Overview
Pharmaceutical & Life Sciences Overview Mission: “To help realize humanity's quest for longer, healthier, happier lives” ! Drivers: – Highly regulated – Millions of candidates reviewed for each drug that makes it to market • $830 Million spent on bringing one new product to market • Only 1/3rd of pr
Slide 13: Pharmaceutical & Life Sciences Overview
Pharmaceutical & Life Sciences Overview Mission: “To help realize humanity's quest for longer, healthier, happier lives” ! Drivers: – Highly regulated – Millions of candidates reviewed for each drug that makes it to market Collaboration • $830 Million spent on bringing one new product to market • On
Slide 14: Livelink in Pharmaceuticals
Livelink in Pharmaceuticals SUPPORTING E-SIGNATURES CLINICAL FORMS MANAGEMENT MANAGING A FORMAL ASSEMBLING SUBMISSIONS DOCUMENT ACCESS DATA LIFECYCLE IN LEGACY SYSTEMS Review Review Approve Approve Author Author Deploy Deploy
Slide 15: Pharma & Life Science Customers
Pharma & Life Science Customers ! Abbott ! DynPort ! Psychiatric Genomics ! Aerocrine ! Elan ! Pfizer ! Akzo Nobel ! Exelixis ! Rexall Sundown ! Amgen ! Gambro ! Roche ! Amylin ! Genentech ! Santarus ! AstraZeneca ! Genzyme ! Sigma Aldrich ! Aventis ! GlaxoSmithKline ! Spirig ! Avalon ! Immtech ! Tr
Slide 16: Solution Examples
Solution Examples Submissions Alliances Site Audits IND, NDA, Labels Clinical Sales Research Pre-Clinical Development Manufacturing & Marketing Training Standard Operating Skills Manufacturing Procedures Inventories Operations (SOP) Target Clinical Product Selection Trial Management Management Portf
Slide 17: Summary
Summary ! Purchasing driven by regulatory requirements: – Documents & Records – Compliant Processes ! Livelink Advantages 1. Meets regulatory requirements without a third party 2. Strong Document & Records management capabilities (Repository) 3. Strong integrated support for Processes 4. Enables eff
Slide 18: Compliance
= COMPLIANCE Sept. 18, 2002 After a rigorous three-month search and tough testing for three finalists, Exeluas has installed tts new Part 11-comphant system. Kimberly Manhard, vice president of regulatory affairs... Exelms selected Livelink from OpenText in late June, bought it in July and completed
Slide 19: Financial Services Overview
Financial Services Overview Kevin Northover Director of Financial Services Solutions Open Text Corporation Copyright © 1995-2002 Open Text Inc. All rights reserved.
Slide 20: Livelink in Financial Services
Livelink in Financial Services Insurance Banking Brokerage ! Front Office and Sales ! Core Operations ! Collaborative Knowledge Management
Slide 21: Market Overview: Trends
Market Overview: Trends ! Revenue Enhancement – Collaborative Products – Wealth Management Sector ! Regulatory and Compliance – HIPAA – Research Authoring and Distribution – Policies, Procedures and Legal Documentation ! Operations – Business Continuity – Straight Through Processing – Custody and Tr
Slide 22: Financial Services Customers
Financial Services Customers ! 50+ in North America ! 50+ in EMEA – Wells Fargo - AFLAC – First USA Bank - AIG – Banco Bilbao de Viscaya - AON – Goldman Sachs - AXA – Merrill Lynch - Credit Suisse Financial Services – Yorkshire Bank Plc - John Hancock – Instinet Corporation - Marsh – GE Capital - TD
Slide 23: Financial applications
Financial applications ! Compliance Management ! Straight Through Processing ! Sell Side Research ! Operational Risk, Market Risk ! Mergers and Acquisitions ! Global Intranets ! Service Centers ! Brand Management etc…
Slide 24: Spotlight: AXA (Equitable)
Spotlight: AXA (Equitable) ! AXA Success Story – – Situation • AXA needed a way to communicate more effectively with field agents, and improve the response time associated with new business submission and processing. – Problem • Poor document control was delaying the closure of new business, and gen
Slide 25: Spotlight: Wells Fargo
Spotlight: Wells Fargo ! Wells Fargo Success Story – Situation • Wells Fargo Bank, considered a technology leader in their industry, had a “home-grown” portal that they were looking to improve. – Problem • The “home-grown” system delivered the same information to all customers – there was no persona
Slide 26: Siemens Financial Services
Siemans Financial Services – Situation ! Equipment financing unit needs to be able to make large scale risk decisions. – Problem ! Market- and Customer Orientation and Know how to be improved. – Implication ! Integration of Financial Engineering and Industrial Know how is essential to credit risk as
Slide 27: Summary
Summary ! Many line of business opportunities - despite the market ! Strong interest in Compliance and Policy management ! Livelink advantages – broadening collaboration to the enterprise – integrating consistently across departmental silos – Time to deploy ! Refine the vertical analysis ! Identify
Slide 28: Livelink for AEC
Livelink for AEC Chris Vassalotti Director of AEC Solutions Open Text Corporation Copyright © 1995-2002 Open Text Inc. All rights reserved.
Slide 29: About AEC
About AEC Construction is a $3.7 tn sector globally Key Stakeholder Distribution of global construction Categories activity(1) US$ Billions North Asia (2): 746 North America: Property Owners / Developers 1,338 Middle East(3): 98 Government / Regulatory Bodies Eastern Europe: 86 Architects South Amer
Slide 30: Project Lifecycle
Project Lifecycle Collaborative Construction Interactions applications which adhere to principles of: Inception Design Operations Feasibility Specification Construction Maintenance 1. Accountability Government / Regulatory Authorities 2. Accessibility 3. Auditability Property Owners / Developers wil
Slide 31: Livelink in AEC
Livelink in AEC MULTIPLE WORKSPACES DRAWING VIEWING AND REDLINING FORM DRIVEN TASKS & WORKFLOW PROJECT CALENDARS & DIARIES
Slide 32: Open Text/Causeway
Open Text/Causeway ! Causeway Technologies, Inc – leading provider of Web-based solutions to companies involved in the design, construction and maintenance of commercial, industrial and infrastructure assets. ! Livelink for Construction (Causeway Collaboration) – developed by Causeway Technologies a
Slide 33: Livelink for Construction - 3 A's
Livelink for Construction - 3 A’s ….. allows clients, designers, engineers, contractors, suppliers and manufacturers and other construction professionals instant access to relevant project documents and information, …. a comprehensive and secure collaborative knowledge management centre that harness
Slide 34: Enterprise Platform
Enterprise Platform Project Collaboration: virtual project teams/workspaces, online meetings, document control, viewing & redlining RFIs, submittals, change orders, etc Legal Department: claims research and Finance/Accounting: Project updates, preparation, contract/subcontract change order notificat
Slide 35: Partners & Users
Partners & Users ! Partners – Causeway Technologies – Primavera – Prime Contract • BuildAct (Middle East) – Ebuild.ca • Off Design (UK Architects) – Bentley Systems – asBuilt – Cimmetry Systems – Informative Graphics ! Users – Arup – Capital One – Hatch Engineering – Wyeth – Parsons Engineering – DM
Slide 36: Feedback
Feedback New York City Transit, US “ We have been very happy with the product’s ability to tie our large project team together and enable us to coordinate the enormous flow of documents generated” - Tim Perini (May 2002) HBG , UK “ While [competitors] were busy designing the VHS, Causeway went and d
Slide 37: Summary
Summary ! Adds value to all stakeholders ! Applicable across verticals (Financial Services, Pharma, Government, Telecoms, Energy, etc) ! Addresses key issues of accountability, accessibility, and auditability ! Livelink for Construction advantages – broadening collaboration to the enterprise – Broad
Slide 38: Government Solutions
Government Solutions Cost Effective Minimize Complexity Campbell Robertson Give Back Time Director of Government Solutions November 7, 2002 Copyright © 1995-2002 Open Text Inc. All rights reserved.
Slide 39: Hottest Opportunities in Government
Hottest Opportunities in Government ! In addition to continued growth in e-government, outsourcing, and information assurance, there will be strong demand for the following: – Enterprise Solutions – Knowledge Management – Content Management – Web Enablement – Portals – Server Consolidation – Data Mi
Slide 40: Government Opportunities
Government Opportunities ! Open Text has over 1200 Government deployments world wide to-date ! The US IT Government Budget is over $60B ! The Canadian IT Government Budget is over $6B ! Key Opportunities – Homeland Security Office – Information Sharing – Reduction of Paper – Collaboration and Knowle
Slide 41: Livelink for Government
Livelink for Government COLLABORATION & VIRTUAL TEAMING RECORDS MANAGEMENT (DoD 5015.2) GPEA PROCESS MANAGEMENT COMPLIANCE MANAGEMENT
Slide 42: Livelink Advantages
Livelink Advantages ! Time to Deploy ! Compliance/Regulatory Focused Agencies – Value Proposition Predictability ! Science and Research Agencies – Value Proposition: Innovation and Knowledge ! Cross Agency or Collaborative Needs – Value Proposition: Secure Information Sharing ! Integrated Collaborat
Slide 43: Summary
Summary ! Strong Existing Presence in Government ! Strong interest in Case/Compliance and Policy management ! Livelink advantages – Can address GPEA now – Can deploy information sharing solutions with collaboration now ! Strong IT Budget spending ! Further refinement and definitions of solution sets
Slide 44: Introducing Stonebridge Technologies Inc.
Introducing Stonebridge Technologies Inc. Diann Bishop VP Client Services Stonebridge Technologies Inc Copyright © 1995-2002 Open Text Inc. All rights reserved.
Slide 45: Stonebridge Technologies
OPEN TEXT corm rPoRmatTts Bw ,stonebridge Kerr-McGee Picks mal SiSxtoons 8 PUTTING TECHNOLOGY TO WORK. Stonebridae for Business Intelligence Solution Click here to register for the Cognos Finance Webinar Dobson Cellular Selects Stonebridge for Data Warehousing Solution Join us in Chicago for Live L!
Slide 46: Open Text: Great Minds Working Together
OPEN TEXT Cc OO AR PO R A TIO N Great Minds Working Together™
Slide 47: Livelink Application Portfolio
Livelink Application Portfolio Target Market Pharma Govt Fin AEC Others Servic Application es LL for Regulated Documents X X X LL for New Product Development X X X LL for Program Mgmt X X LL for Construction X LL for Learning Mgmt X X X X X LL for Skills Mgmt X X X X X LL Records Mgmt X X X X X