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Intalio Overview
               Intalio, Leader in Open Source BPM




                                                Intalio has the opportunity of becoming the JBoss of SOA.
                                                                    — Edwin Khodabakchian, Vice President, Oracle




                Intalio, Leader in Open Source BPM                                                              1
CONFIDENTIAL
Company Overview


1999           Creation
         JUL

               Intalio creates ExoLab open source project
         AUG

2000           Intalio publishes first white paper on BPMS
         JUN

               Intalio creates BPMI.org
         AUG

               Intalio releases first BPMS
         MAR

2001           BPMI.org releases BPMN 1.0
         JUN

2002           Intalio joins the Oasis WSBPEL TC
         AUG

               Intalio acquires FiveSight Technologies
         MAY

2004           BPMI.org releases BPML 1.0
         DEC

2005           Intalio releases Intalio|BPMS 4.1 and opens Intalio|BPMS Community
         APR

2006           Intalio releases Intalio|BPMS 4.4 and signs its 100th customer
         DEC

2007           After 1 year, Intalio|BPMS is used by over 10,000 organizations in 23 countries
         APR

               Oasis releases WS-BPEL 2.0
         APR

               Intalio releases Intalio|BPMS 5.0 and joins Iona’s Jumpstart Program
         MAY


                 Intalio, Leader in Open Source BPM                                              2
CONFIDENTIAL
BPM: Get Organized




                                                    Systems
      People




               Intalio, Leader in Open Source BPM             3
CONFIDENTIAL
BPM: People, System, Process Interactions


                                  Human to System
                                  System to System
                                  Process to Process (reuse)

               People                                                     Systems
                                                                    SOA
                  HR                                                      Documents

                                                          BPM
          Accounting                                                        Database
                                                        Processes

               Sales                                                          CRM


                            Automated Orchestration of Interactions


                   Intalio, Leader in Open Source BPM                                  4
CONFIDENTIAL
BPM Lifecycle



                                                  Discover
       Business
       Analyst



                                                       Model


                                                   Design
          IT
       Engineer



                                                                         Optimize
                                                   Deploy


                                                   Execute
        End
        Users


                              Interact                         Monitor

      Systems
                                                   Analyse


                  Intalio, Leader in Open Source BPM                                5
CONFIDENTIAL
Intalio|BPMS



                                                   Discover
     BPMN Designer

                                                        Model


                                                    Design

                                                                                       Optimize
                                                    Deploy
     BPEL 2.0 Server
                                                    Execute


                               Interact                         Monitor

     BPEL4People Workflow
                                                    Analyse
                                                                  Business Activity Monitoring (BAM)


                   Intalio, Leader in Open Source BPM                                                  6
CONFIDENTIAL
Intalio|BPMS Standard Based Architecture


   BPMN - Business Process Modeling Notation - A standardized means of
 illustrating a business process. Allows for collaboration between Business users
 and IT organization (common language)
   BPEL 2.0 – Business Process Execution Language –
       Maintained by the OASIS group
       Intalio Designer generates BPEL 2.0
       Intalio Process server executes BPEL 2.0 code.
   BPEL4People – Standardized Human centric BPEL extensions
   WSDL – Web Services Descriptor Language
       All Intalio BPMS processes can be accessed through WSDL
   XForms - Web 2.0 replacement for HTML forms
       Currently rendered to AJAX

          All of these standards are CROSS-PLATFORM compatible!
               All are XML-based: no proprietary code to learn!

                 Intalio, Leader in Open Source BPM                                 7
CONFIDENTIAL
Intalio|BPMS: Platform Editions


                                     Product                                                   Subscription

                       Designer                Server              Workflow
   Open Source
                                                                                      Community
   Edition           BPMN Modeler           BPEL Engine          BPEL4People
                       Eclipse STP           Apache Ode               Tempo
   www.intalio.org


  Community
                                                                                                   Silver
                      Derby             Apache Geronimo Application Server
  Edition             MySQL
  bpms.intalio.com


 Enterprise                                         IBM, JBoss, BEA
                      Oracle                                                                                Gold          Platinum
 Edition             Microsoft
                                      ESB   BAM         BR   Mgt      Portal   ECM
 www.intalio.com


                                                                                     Enterprise Content Management – with Alfresco
                                                                                     Enterprise Portal – with Liferay
                                                                                     Enterprise Management Console – with Hyperic
                                                                                     Business Rules – with OpenLexicon
                                                                                     Business Activity Monitoring – with Eclipse BIRT
                                                                                     Enterprise Service Bus – with Iona



                      Intalio, Leader in Open Source BPM                                                                                8
CONFIDENTIAL
Intalio Subscription Programs


                                      Silver                       Gold           Platinum
                                      9am-5pm                     9am-5pm
Support Times                                                                      24x7x365
                                       Mon-Fri                     Mon-Fri

Response Times                    2 business days              4 business hours     1 hour

Developer Assist

Updates/Patches

Intalio Network

Assurance

Indemnification                                                                    optional

Subscription provides access to Customer Support Portal:
          Registration Module (pre-define your environments)
          Certified Answers (internal knowledgebase)
          Case Management (open/update/close support cases)


                     Intalio, Leader in Open Source BPM                                       9
CONFIDENTIAL
Enablement and Empowerment

Subscription Services
   Technical Support from our Experts - Production Support and Developer Assistance
      Silver Support – Development support – 8x5 coverage with 1 business day response time
      Gold Support – Production support – Non-Mission Critical – 8x4 coverage with 4 business hour
    response time
      Platinum Support – Production support – Mission Critical – 24x7 coverage with 2 hour response
   Intalio Network - Access to the Intalio support and case management system along with
   internal knowledge base

Training and Professional Services
     Public Training - Regularly scheduled classes around the world
     Onsite Training
          Cost effective for larger development teams
          Reduce travel and disruption
     Consulting is delivered via
          Certified Systems Integration partners
          Intalio Consulting organization offering:
               Design Review and Alignment of Best Practice
               Configuration and Customization
     QuickStart – Combines Onsite training and services to ensure your teams success

                    Intalio, Leader in Open Source BPM
                    Intalio,Leader in Open Source BPM                                                 10
CONFIDENTIAL
How Customers are Using Intalio

Company                   Country                 Industry     Usage
Avaya                     US                      Telco        Real Time Service Fulfillment
BAE Systems               UK                      Defense      ERP Extension for Order Fulfillment
BP                        UK                      Energy       Consolidation of Business Applications
Callatay & Wouters        Belgium                 Banking      SOA Migration of Banking Application
Coghead                   US                      Software     Web-based Business Application
                                                               Development
Diamelle                  US                      Software     Identity Management
France Telecom            France                 Telco         Service Provisioning
GD                        Netherlands             Health       Farm Animals Certification
LexisNexis                US                      Publishing   Order Fulfillment
Northrop Grumman          US                      Defense      Data Aggregation for law enforcement
OperMix                   Canada                  Software     Integrated Business Suite
State of Queensland       Australia               Government   Exchange Infrastructure for State
                                                               Development & Planning
TeliaSonera               Finland                 Telco        Mobile Network Installation &
                                                               Maintenance

                      Intalio, Leader in Open Source BPM                                                11
 CONFIDENTIAL
Testimonials

Our experience in sales coaching and practice improvement has            We used to work with JBoss jBPM before we switched to Intalio's
demonstrated that customer-related processes are the most                BPM product. Intalio|BPMS is much easier to use, and its scope of
critical and complex in any organization. Our customers are now          applicability a lot broader. Intalio|BPMS is a very powerful BPM
starting to realize how BPM can be applied to customer                   tool for business analysts. It bridges the gap between Business
satisfaction and loyalty building. Over other BPM solutions that         and IT in an elegant, easy to use manner. Using this product, we
are available in the market today, I believe Intalio|BPMS is the         experienced massive acceleration in deploying portal-based
best choice for many reasons: it protects customer investments           business processes.
over the long term using standard approaches and technologies,
                                                                         — Konstantin Bohm, Ancud IT
it represents the lowest total cost of ownership, and above all, it is
                                                                         SOA is in the DNA of every Intalio engineers, and we believe that
highly flexible and reactive, allowing us to change processes on
                                                                         support for the BPMN and BPEL industry standards is highly
the fly.
                                                                         critical to any BPM strategy.
— Hicham Jellab, OperMix
                                                                         — Mauricio Bitencourt, Projeler
Intalio|BPMS perfectly completes Thaler's new Service Oriented           It is refreshing to meet with a company where everybody speaks
Architecture. It makes service orchestration and composite               the same language and everyone knows their product in and out.
applications a reality, without having to write a single line of
                                                                         — Mauricio Alvarez, NextStage
code. Application development enters a new era where business
takes control back from IT.                                              Intalio's training brings out the magic of this incredibly powerful
                                                                         software.
— Pierre-Philippe Bastin, C&W
                                                                         — Tom Debevoise, BKA, Inc.
Using Intalio|BPMS will allow projects to be deployed within two
                                                                         Intalio's product has reached a level of maturity and
to four weeks, instead of the multi-month or multi-year cycles
                                                                         sophistication that makes it the absolute leader in the BPMS
traditionally associated with large-scale IAM projects. We
                                                                         space.
evaluated many other BPM solutions currently available on the
                                                                         — Mirela Cukovic, Broadlane
market, but no other product came close to Intalio's in terms of
robustness, scalability, and ease of deployment.                         After building three prototypes with Intalio and two competing
                                                                         products, I was sure that the Intalio approach was the best.
— Ameet Shah, Diamelle
                                                                         — Heinz Drews, Computer Sciences Corporation

                              Intalio, Leader in Open Source BPM                                                                          12
  CONFIDENTIAL

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Intalio Company Profile And Bpms

  • 1. Intalio Overview Intalio, Leader in Open Source BPM Intalio has the opportunity of becoming the JBoss of SOA. — Edwin Khodabakchian, Vice President, Oracle Intalio, Leader in Open Source BPM 1 CONFIDENTIAL
  • 2. Company Overview 1999 Creation JUL Intalio creates ExoLab open source project AUG 2000 Intalio publishes first white paper on BPMS JUN Intalio creates BPMI.org AUG Intalio releases first BPMS MAR 2001 BPMI.org releases BPMN 1.0 JUN 2002 Intalio joins the Oasis WSBPEL TC AUG Intalio acquires FiveSight Technologies MAY 2004 BPMI.org releases BPML 1.0 DEC 2005 Intalio releases Intalio|BPMS 4.1 and opens Intalio|BPMS Community APR 2006 Intalio releases Intalio|BPMS 4.4 and signs its 100th customer DEC 2007 After 1 year, Intalio|BPMS is used by over 10,000 organizations in 23 countries APR Oasis releases WS-BPEL 2.0 APR Intalio releases Intalio|BPMS 5.0 and joins Iona’s Jumpstart Program MAY Intalio, Leader in Open Source BPM 2 CONFIDENTIAL
  • 3. BPM: Get Organized Systems People Intalio, Leader in Open Source BPM 3 CONFIDENTIAL
  • 4. BPM: People, System, Process Interactions Human to System System to System Process to Process (reuse) People Systems SOA HR Documents BPM Accounting Database Processes Sales CRM Automated Orchestration of Interactions Intalio, Leader in Open Source BPM 4 CONFIDENTIAL
  • 5. BPM Lifecycle Discover Business Analyst Model Design IT Engineer Optimize Deploy Execute End Users Interact Monitor Systems Analyse Intalio, Leader in Open Source BPM 5 CONFIDENTIAL
  • 6. Intalio|BPMS Discover BPMN Designer Model Design Optimize Deploy BPEL 2.0 Server Execute Interact Monitor BPEL4People Workflow Analyse Business Activity Monitoring (BAM) Intalio, Leader in Open Source BPM 6 CONFIDENTIAL
  • 7. Intalio|BPMS Standard Based Architecture BPMN - Business Process Modeling Notation - A standardized means of illustrating a business process. Allows for collaboration between Business users and IT organization (common language) BPEL 2.0 – Business Process Execution Language – Maintained by the OASIS group Intalio Designer generates BPEL 2.0 Intalio Process server executes BPEL 2.0 code. BPEL4People – Standardized Human centric BPEL extensions WSDL – Web Services Descriptor Language All Intalio BPMS processes can be accessed through WSDL XForms - Web 2.0 replacement for HTML forms Currently rendered to AJAX All of these standards are CROSS-PLATFORM compatible! All are XML-based: no proprietary code to learn! Intalio, Leader in Open Source BPM 7 CONFIDENTIAL
  • 8. Intalio|BPMS: Platform Editions Product Subscription Designer Server Workflow Open Source Community Edition BPMN Modeler BPEL Engine BPEL4People Eclipse STP Apache Ode Tempo www.intalio.org Community Silver Derby Apache Geronimo Application Server Edition MySQL bpms.intalio.com Enterprise IBM, JBoss, BEA Oracle Gold Platinum Edition Microsoft ESB BAM BR Mgt Portal ECM www.intalio.com Enterprise Content Management – with Alfresco Enterprise Portal – with Liferay Enterprise Management Console – with Hyperic Business Rules – with OpenLexicon Business Activity Monitoring – with Eclipse BIRT Enterprise Service Bus – with Iona Intalio, Leader in Open Source BPM 8 CONFIDENTIAL
  • 9. Intalio Subscription Programs Silver Gold Platinum 9am-5pm 9am-5pm Support Times 24x7x365 Mon-Fri Mon-Fri Response Times 2 business days 4 business hours 1 hour Developer Assist Updates/Patches Intalio Network Assurance Indemnification optional Subscription provides access to Customer Support Portal: Registration Module (pre-define your environments) Certified Answers (internal knowledgebase) Case Management (open/update/close support cases) Intalio, Leader in Open Source BPM 9 CONFIDENTIAL
  • 10. Enablement and Empowerment Subscription Services Technical Support from our Experts - Production Support and Developer Assistance Silver Support – Development support – 8x5 coverage with 1 business day response time Gold Support – Production support – Non-Mission Critical – 8x4 coverage with 4 business hour response time Platinum Support – Production support – Mission Critical – 24x7 coverage with 2 hour response Intalio Network - Access to the Intalio support and case management system along with internal knowledge base Training and Professional Services Public Training - Regularly scheduled classes around the world Onsite Training Cost effective for larger development teams Reduce travel and disruption Consulting is delivered via Certified Systems Integration partners Intalio Consulting organization offering: Design Review and Alignment of Best Practice Configuration and Customization QuickStart – Combines Onsite training and services to ensure your teams success Intalio, Leader in Open Source BPM Intalio,Leader in Open Source BPM 10 CONFIDENTIAL
  • 11. How Customers are Using Intalio Company Country Industry Usage Avaya US Telco Real Time Service Fulfillment BAE Systems UK Defense ERP Extension for Order Fulfillment BP UK Energy Consolidation of Business Applications Callatay & Wouters Belgium Banking SOA Migration of Banking Application Coghead US Software Web-based Business Application Development Diamelle US Software Identity Management France Telecom France Telco Service Provisioning GD Netherlands Health Farm Animals Certification LexisNexis US Publishing Order Fulfillment Northrop Grumman US Defense Data Aggregation for law enforcement OperMix Canada Software Integrated Business Suite State of Queensland Australia Government Exchange Infrastructure for State Development & Planning TeliaSonera Finland Telco Mobile Network Installation & Maintenance Intalio, Leader in Open Source BPM 11 CONFIDENTIAL
  • 12. Testimonials Our experience in sales coaching and practice improvement has We used to work with JBoss jBPM before we switched to Intalio's demonstrated that customer-related processes are the most BPM product. Intalio|BPMS is much easier to use, and its scope of critical and complex in any organization. Our customers are now applicability a lot broader. Intalio|BPMS is a very powerful BPM starting to realize how BPM can be applied to customer tool for business analysts. It bridges the gap between Business satisfaction and loyalty building. Over other BPM solutions that and IT in an elegant, easy to use manner. Using this product, we are available in the market today, I believe Intalio|BPMS is the experienced massive acceleration in deploying portal-based best choice for many reasons: it protects customer investments business processes. over the long term using standard approaches and technologies, — Konstantin Bohm, Ancud IT it represents the lowest total cost of ownership, and above all, it is SOA is in the DNA of every Intalio engineers, and we believe that highly flexible and reactive, allowing us to change processes on support for the BPMN and BPEL industry standards is highly the fly. critical to any BPM strategy. — Hicham Jellab, OperMix — Mauricio Bitencourt, Projeler Intalio|BPMS perfectly completes Thaler's new Service Oriented It is refreshing to meet with a company where everybody speaks Architecture. It makes service orchestration and composite the same language and everyone knows their product in and out. applications a reality, without having to write a single line of — Mauricio Alvarez, NextStage code. Application development enters a new era where business takes control back from IT. Intalio's training brings out the magic of this incredibly powerful software. — Pierre-Philippe Bastin, C&W — Tom Debevoise, BKA, Inc. Using Intalio|BPMS will allow projects to be deployed within two Intalio's product has reached a level of maturity and to four weeks, instead of the multi-month or multi-year cycles sophistication that makes it the absolute leader in the BPMS traditionally associated with large-scale IAM projects. We space. evaluated many other BPM solutions currently available on the — Mirela Cukovic, Broadlane market, but no other product came close to Intalio's in terms of robustness, scalability, and ease of deployment. After building three prototypes with Intalio and two competing products, I was sure that the Intalio approach was the best. — Ameet Shah, Diamelle — Heinz Drews, Computer Sciences Corporation Intalio, Leader in Open Source BPM 12 CONFIDENTIAL