In-Person Meeting @ Opal Sands Resort - March 5, 2024
Welcome
Purpose
● Provide feedback on product plans
● Help us understand how we can solve other business
challenges
● Get to know our team
Advantages
● Benefit from products built with your requirements
● Special opportunities including early beta adoption
● Networking opportunities
WELCOME TO THE BOARD OF CONNECTORS
Agenda
•
9:00 - 9:15 Welcome
•
9:15 - 10:00 Product Strategy
•
10:00 - 10:15 BREAK
•
10:15 - 11:00 Docubee
•
11:00 - 12:00 Demos
•
12:00 - 1:00 LUNCH
•
1:00 - 1:45 Business Challenges Workshop
•
1:45 - 2:00 BREAK and Group Photo
•
2:00 - 2:45 Business Challenges Discussion
•
2:45 - 3:00 Open Q&A
•
3:00 Wrap-up
Agenda
Today’s Presenters
Dan Lee
Senior Product Manager
dlee@accusoft.com
Mark Hansen
Product Manager
mhansen@accusoft.com
Product Strategy
■ PrizmDoc Major Features
● PII Detection and Redaction
● Video playback
● OCR API
● Option to require HTTPS for all communication
● Local Date/Time in Emails
■ Security Improvements
● Updated dependencies across all products to provide
enhanced security
● Highest priority security issues resolved first
● Delivered in incremental preview releases as they were
ready
● Resolved 124 identified CVEs and BDSAs in 2023
● Severity range from 6.5 to 10.0
● Removed OpenSSL from PrizmDoc
2023 HIGHLIGHTS
■
January
○ SmartZone v7.2
■ March
○
ImageGear C/C++ v20.2
○
ImageGear .NET v25.2.1
○ PrizmDoc v13.23
■ April
○ RasterMaster v20.11
■
July
○ VirtualViewer v5.11
○ Barcode Xpress v13.10.0.3424
○ PrizmDoc v13.24
■ September
○
ImageGear C/C++ v20.3
○
ImageGear .NET v25.2.2
■ October
○ PrizmDoc v13.25
○ VirtualViewer v5.12
○ RasterMaster v20.12
○ Barcode Xpress v13.10.0.3454
2023 PRODUCT RELEASES
● Security: Continued improvement of
enterprise-ready security and documentation
● Fidelity: Accurate renderings of documents
● Performance/Stability: Fast rendering and
smooth scrolling, even for large documents
● Growth: Architecture improvements to
facilitate more efficient future development
●
Innovation: Expose document APIs and
functionality that helps customers achieve
document workflow efficiencies
● Ease of Adoption: Easy to install updates,
ability to evaluate to modules and decrease
time to value for new features
● Support: World-class customer support and
success enablement
Focus for 2024
Drive value and growth for our customers
SECURITY
■ One of our top priorities in Q1 is addressing and resolving the highest
security issues, including implementing the LibreOffice upgrade which
further improves security
■ Released PrizmDoc v 13.26 on January 17th including 77 resolved CVEs
and BDSAs
■ Scheduled to deliver PrizmDoc v13.27 and PrizmDoc v14.00 in April 2024
■ PrizmDoc 14 will default to “secure” configuration settings
■ Continuing to prioritize CVEs from the latest scan report
■ Continuing to deliver incremental preview releases to address security
issues as they are resolved
■ Enhancing security scanning tools and process to provide more detailed
identification of potential security risks
COMPLIANCE
■ SOC 2 Type 2 Engagement
○ Principles
■ Security
■ Availability
■ Processing Integrity
■ Confidentiality
■ Privacy
○ Auditors
■
Johanson Group, LLC
○ Governance, Risk and Compliance
Platform
■ Drata
○ Audit Period
■
10/1/23 - 3/31/24
■ SOC 2 Type 2 Report Expectation - 4/30/24
■
ISO 27001 - targeted for Q3 2024
FIDELITY
■ LibreOffice upgrade in PrizmDoc 14
○ This is a major upgrade to PrizmDoc
○ Development started in Q4 2023
○
Initial testing showing results with significant fidelity
improvements
○ High quality rendering of data and chart types in Word,
Excel and PowerPoint documents
○ Scheduled release for PrizmDoc 14 in April 2024
■ Completed development of Azure APIs as an MSO
alternative
○ Azure APIs are relatively new Microsoft offering
○ QA testing identified that Azure APIs do not
consistently render with required fidelity
○ Will continue to monitor and test against new releases
of the Azure APIs so this option can be enabled when
ready
PERFORMANCE/STABILITY
■ PrizmDoc 14 with upgraded LibreOffice
■ Continued focus on how to improve the stability
of PrizmDoc when using the MSO services
■ Additional monitoring to better manage
availability of MSO services
■
Improved logging and reporting of usage events
■ Better communication of recommendations for
clustering and configuration settings
■ Time To First Page (TTFP) enhancements for
Hybrid Viewing
EASE OF USE
Working on documentation update process
and structure improvements
Planning a website redesign to provide for a
more streamlined experience
○ Focus on customer journey
○ Feature and benefit centered solutions
○
Interactive product walkthroughs
Updating training materials internally and
externally
Identifying methods to reduce configuration
required to implement product updates
GROWTH
● Architectural and process improvements
to support future growth and more rapid
iterations
○ Pipeline improvements
○ Continue to improve our
automated test suite
○ Optimizing internal development
processes
● Mandating more frequent dependency
updates
○ This forces us to accept updates
from 3rd party dependencies more
frequently = better security
● Focusing on improved upgradability
○ Handling annotations and
redactions to support more
frequent fidelity upgrades
INNOVATION
■
Increased focus on developing innovative
solutions that address specific business cases,
solve problems, and create value for our
customers
■ Released PII Detection and Redaction with AI
module on January 17th
■ Developed proof of concepts
◆ AI Document Summarization
◆ AI Document Tagging and Classification
■ Using new discovery processes to identify areas
of focus for innovation
■ Prioritizing rapid prototyping to test, validate and
bring innovative solutions to market
PRODUCT DISCOVERY
■ What is a Product Discovery Session?
■ How is the information gathered?
■ How do we use the information in our
decision making?
■ How long after a discovery session
would a new feature or product be
delivered?
PRODUCT DISCOVERY
■ Scheduled Product Discovery Sessions
● Dates/Topics (please contact your Account
Manager for details)
TIMELINE AND MILESTONES
● Please contact your Account Manager for details
Break
Board of Connectors
23
Docubee Solutions
Gather
Collect information
to use in contracts
and agreements.
Generate
Create contracts
swiftly through
templates, AI, or
create and edit
your own.
Share
Route contracts
seamlessly for
editing, review,
and approval.
Collaborate
Easily work with
internal and
external
participants to edit
and redline
documents in real-
time.
Sign
Capture secure,
compliant, and
legally binding
signatures on any
device.
Integrate
Connect to the
systems you use
daily, or build into
your application
with our APIs.
KEY FEATURES
●
Integrate Docubee eSign API into site or applications
●
Ability to embed powerful workflows into applications
●
Native integrations with major platforms like Salesforce, Google Drive
●
Connects to thousands of apps/CRMs using Zapier
●
Use data from other systems via webhooks and API calls
KEY BENEFITS
●
Allows you to focus on your applications core features
● Makes working across platforms easier
●
Give better visibility into data
●
Allows you to use data from existing systems to save time
●
Creates unified experience for customers
Integrate
24
Connect to the systems you use daily, or build into your
application with our APIs.
01
Logo
01
QUESTION
How are you handling
complicated document routing
or eSignature in your apps
today?
Docubee API
Drop In Components
● Workflow
● Forms
● eSignature
WORKFLOW/FORMS
●
Collect data via webforms
●
Full support for validation and input masks
●
File upload support
●
Conditional Logic for hiding and showing fields
●
Full embeddable with white label support
● Merge & Assemble Documents using Collected Data
● Webhook Support
●
Rest API
●
Generate documents using advanced templating including
conditional inclusion or exclusion of content.
STANDALONE FORM BUILDER
●
Drop In Form Builder
●
JSON Data Backend
Slide Title
Docubee API
27
01
Workflow In-App /
Test Harness Demo
KEY FEATURES
●
Automated signature workflows with full customization
●
Fully secure and legally binding, compliant with industry standards
●
Real-time signing and tracking
● Mobile friendly
SECURE AND LEGAL BINDING
●
Adobe Trust Certified (AATL) Digital Signature
●
Embeddable signing interface, allowing users to place fields on documents and collect
legally-binding signatures
●
Seamlessly Embed in your applications with full white-label support
● We meet or exceed HIPAA requirements to ensure both protection and compliance
●
Document Authentication and Security
○
Knowledge Based Authentication
○
Password
○
SMS Two Factor
Sign
29
Capture secure, compliant, and legally binding signatures on any device.
02
E-Sign Harness Demo
Learn More
31
https://linktr.ee/Mark_Hansen
Mark Hansen
Product Manager, Docubee
Thank You
32
Demos
Lunch
Business Challenges
Workshop
Topic #1
One Thing: What would the one thing
be that you would want added to the
Accusoft product(s) you use today?
Topic #2
Outcomes: Desired outcomes in your
document management workflow
that you are not able to achieve
today?
Topic #3
Opportunities: What are the “steps” in
your current workflow that produce
challenges or present opportunity for
efficiency improvements?
Break and Group Photo
Business Challenges
Discussion
Q&A
Wrap Up