ELOprofessional 11 Enterprise Content Management

ELOprofessional 11 Software for Enterprise Content Management

ELOprofessional 11

Enterprise Content Management · www.elo.com

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Enterprise content management (ECM) systems and digital processes will play a pivotal role in the business of the future.

Our ECM system ELOprofessional 11 takes the whole concept a step further: Not only does it provide a central hub for managing data and documents, but it also offers intelligent solutions to support your daily business processes.

ELOprofessional 11 comes equipped with a wide range of functions to make your business fit for the digital future: Besides multiple options for enhancing process efficiency and complying with data protection requirements such as GDPR in a few easy steps, ELO Analytics is one of the highlights of version 11. The standard package includes a built-in analysis component that enables you to create detailed reports of ongoing processes and see how your data is changing over time. Dashboards provides fast access to real-time data in one easy view, so you can make data- backed decisions faster.

ELOprofessional 11 empowers you to leverage information to your advantage so that you stay one step ahead of the competition.

Your future is digital

Sincerely,

Karl Heinz MosbachCEO, ELO Digital Office GmbH

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Intelligent mailroomELO workflowELO AnalyticsELO e-mail management

ELO iSearchCollaboration with ELOMobile working with ELOELO clients

ComplianceData protection with ELO

Connect processes across systems

ELO Invoice ELO Contract ELO VisitorELO KnowledgeELO HR RecruitingELO HR Personnel File

ELO Business Partners ELO webinarsELO referencesELO events

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Contents

Digitization and automation

ECM highlights

Security and data protection

Breaking information barriers

ELO Business Solutions

Additional information

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Digitization and automation

Take yourbusiness digitalDigitize, automate, and analyze processes and information — ELOprofessional 11 leads your business into the digital future.

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Digitize your mailroom

Digitize incoming documents and replace manual tasks with automated processes

You decide how much you want to automate

Use a combination of additional modules and interfaces

With ELOprofessional 11, you can digitize and classify incoming documents, no matter the format or input channel, and forward them to a downstream business process. The functions of ELOprofessional 11 provide the perfect digital medium for handling daily tasks such as signing off invoices, submitting offers, or processing orders.

Our intelligent modules and interfaces speed up processing of your incoming documents according to your requirements: ELO DocXtractor automatically classifies incoming invoices and compares the invoice data with the information that is stored in your ERP system. The ELO Barcode module also processes documents automatically, assigning them to the correct folder based on the retrieved barcode information.

Intelligent mailroom

Automate right from the start

For more information, go to: www.elo.com/en/mailroom

define control

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Automate your business

Automate processes accord-ing to your needs

Trace decisions and establish accountability

Multiple options for analyz-ing processes

Agile processes are a key factor in saving time and money and, ulti-mately, running a successful business. Companies need to automate certain tasks so that documents and information get to where they are needed — fast. This is where the ELO workflow comes into play: It provides the framework for building workflows to auto-mate and replicate internal procedures and processes so that you can streamline repetitive, manual tasks, make informed decisions, and approve requests quickly.

ELOprofessional 11 has a built-in form designer that provides multiple options for integrating your own scripts. In combination with the ability to incorporate server-side processing rules, the ELO workflow is the ideal tool for automating your business processes. Once you have triggered a workflow, you can view the status of a process any time thanks to numerous analysis and visualization options.

ELO workflow

Accelerate your processes

With ELOprofessional 11, you can com-plete workflow tasks even while out of the office.

Digitization and automation

For more information, go to: www.elo.com/en/workflow

decide

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To be successful in today's business world, companies need to be able to derive actionable insight from data and have facts and figures ready to go. The ELO Analytics component integrated in ELOprofessional 11 lets you do exactly this: It connects data from different sources within your ELO system to maintain a clear picture of your company's perfor-mance.

The highly versatile tool lets you build and configure different data views so that you can analyze and use information to suit your pur-poses. It takes just a few clicks to create custom dashboards for invoice ledgers, contract management reports, personnel files, and much more, all the while ensuring strong security for sensitive information. The best-in-class ELO permissions system guarantees that users are only able to view and edit documents and data that they are autho- rized to access.

ELO Analytics

Monitor performance in one place

Digitization and automation

One-click information management

Customizable options for analyzing data from your ELO system

Visualize data with the help of diagrams, tag clouds, or metrics

Dashboard auto-refresh function

For more information, go to: www.elo.com/en/analytics

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ELO e-mail management

Total control over your e-mails

Storing e-mails in line with retention policies poses a challenge for every company. There are two important factors that need to be con-sidered here: statutory retention periods for business-related docu-ments and the protection of personal data. With ELOprofessional 11 and the e-mail management solutions ELOxc for Microsoft EWS and ELO for IBM Notes, your business is well equipped to overcome this challenge.

ELOprofessional 11 offers e-mail archiving for long-term storage and automatically saves e-mail messages to the folders you specify, making e-mail management an integral part of your company's ECM strategy. Thanks to automated, rule-based and server-based e-mail archiving, you maintain a complete and accurate audit trail for all correspondence and are compliant with data protection regulations such as GDPR.

Unlock the potential ofinformation in e-mails

Integrate e-mails in business processes

Automated e-mail archiving with retention policies

Seamless integration in Microsoft Outlook and IBM Notes

Long-term archiving

Automation

Transparency

Compliance

Rule-based

Digitization and automation

For more information, go to: www.elo.com/en/e-mail

Different file and document formats

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ECM highlights

Lay the ground-work for your success

ELOprofessional 11 helps you build the foundation for growing your business thanks to fast search functions, multiple tools for collaboration, and a range of different clients and mobile apps.

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ELO iSearch

Don't search, find

The ELO iSearch module integrated in ELOprofessional 11 lets you find important business information and documents in an instant, saving you time and resources. ELO iSearch searches your entire ELO reposi-tory as well as integrated third-party applications such as ERP, CRM, and e-mail systems. This greatly improves the quality of the search results that are returned, giving you the correct information in the right context.

ELO iSearch features numerous functions to help you find the infor- mation you need even faster, such as a range of intelligent filters for narrowing down the possible matches. And, as soon as you start to type a search term, ELO iSearch automatically displays suggestions related to the search term you entered as well as synonyms.

The search function in ELOprofessional 11 not only looks up the metadata or key-wording information, but also searches the full text contents of the actual document.

ELOprofessional 11 presents you with the most relevant information at a glance, so you can focus on your core business.

ECM highlights

Contract

Contract action

Contract addendum

Contract administration

Contract audit

Contract authority

Contract award

Contract bond

Contract budget

Contract carrier

Agreement

Finding what you need just got easier

Smart search functions

Integrate third-party applications

Locate information in full text contents and metadata

For more information, go to: www.elo.com/en/isearch

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Today

July 2017

Invoice approved!

July 2, 2017, 11:47 a.m.

Nadine Bell

Shipment has gone out!

July 2, 2017, 1:19 p.m.

Anthony May

I've filed the invoice. Can you check it?

July 2, 2017, 10:23 a.m.

Anthony May

Should we place another order?Nadine Bell

September 22, 2017, 2:41 p.m.

In today's world, the need for effective teamwork is a critical factor in the success of any business. ELOprofessional 11 offers collaboration tools that meet these needs, allowing employees to work together on projects.

The ELO feed provides a platform for exchanging information and documents in one convenient place. Employees can use the feed to dis-cuss project details, collaborate on documents in real time, or mention other colleagues to get their attention on a particular idea or process.

Collaboration with ELO

Make collaboration happen at all levels

ECM highlights

The tool also enables users to carry out polls and link addi-tional documents as well as add hashtags to categorize docu-ments under a specific topic.

My ELO is a personalized infor-mation hub that offers each user a quick at-a-glance view of upcoming tasks, new posts in the ELO feed, or recently used documents — simply a great way to stay organized.

More efficientteamwork

Share information quickly and easily

See who has made changes to documents

My ELO keeps important information in view

For more information, go to: www.elo.com/en/collaboration

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Mobile productivity is a fundamental aspect of today's workplace culture. ELOprofessional 11 provides you with all the tools you need to enable employees to work from any location, on any device.

Through our apps for smartphones and tablets ELO for Mobile Devices, ELO QuickScan, and the new ELO Connect, users have access to all the ECM functions they need to do their jobs effectively. No matter whether you are working from home, on the train, on the way to a meeting, or need to transfer documents to the ELO repository with your smartphone camera — mobile solutions with ELOprofessional 11 provide maximum flexibility.

Mobile working with ELO

Mobility creates new opportunities for your business

ELO for Mobile Devices keeps you connected to your data and colleagues — wherever you are.

The ELO ECM apps for iOS and Android

ELO for Mobile Devices

ELO QuickScan

ELO Connect

ECM highlights

Work areas

Feed history

Filters

For more information, go to: www.elo.com/en/mobility

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Other state-of-the-art ECM functions

Document storage in line with retention policies

Version control and version history

ELO permissions concept

Automation with server-side processing rules

Document check-in and checkout

Customizable notes and stamps

Easy document exchange with ELO links

Duplicate check to prevent redundant data

Workflow functionality for automated processes

... and much more!

The option to work on different devices and across multiple platforms has become the norm for most companies. ELO's multi-client strategy supports this approach: Not only have we developed a range of clients for different operating systems, but the ELO Web Client, which supports all popular browsers and mobile platforms, provides a flexible option for accessing data.

You benefit from the entire portfolio of ECM functions and components in all clients. The easy-to-navigate menu structure ensures that you will find your way around functions such as the workflow or the ELO feed without any issues — no matter which ELO client you are currently using.

We also offer ECM functions for the most frequently used Microsoft Office applications: ELO DMS Desktop integrates ELO clients in Microsoft Word, Excel, and PowerPoint. What is more, the ELO Client for Microsoft Outlook integrates the functions of ELOprofessional 11 in your usual workspace, providing you with a level of flexibility that is un-matched.

ELO clients

Take flexibilityto a new level

A range of ELO clients to meet all needs

ELO for Mobile Devices01 iPad client + iPhone client02 Android tablet client + Phone client

Desktop clients03 Web Client04 Java Client for Windows 05 macOS Java Client

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ECM highlights

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Security and data protection

Your data insafe handsThanks to the numerous functions in ELOprofessional 11, you are well equipped to meet statutory obliga-tions for the retention of documents and comply with the latest data protection regulations.

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Compliance

Get data security right

Data security and privacy are increasingly integral parts of the informa-tion policy landscape. When it comes to storing important or sensitive data and business documents, ELOprofessional 11 offers the necessary platforms and tools to ensure that you are able to meet statutory regulations. In addition, there are numerous ELO functionalities that enable you to implement internal compliance guidelines quickly, transparently, and securely.

The solution incorporates a range of basic functions, such as version control, logs, permissions, and encryption algorithms, to help you meet the criteria for storing data and documents in line with legislation. These inbuilt functions that are easily configured to meet your require-ments lay the groundwork for successful compliance.

Compliance

GoBD

GDPR

Security and data protection

Store data in linewith regulatoryrequirements

Safeguard against data loss

Audit trail of changes and non-modifiable version history

Comply with and monitor retention obligations and deadlines

Archiving ensures long-termaccessibility

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Data protection with ELO

Handle personal data efficiently

The role of businesses in protecting users' personal data has become a central concern for companies across all industries, especially since the European Union's General Data Protection Regulation, or GDPR, came into effect on May 25, 2018. Companies that take the necessary mea-sures to ensure that the personal information of their users is safe will be a big step ahead of their competitors, while those who fail to comply will face heavy fines.

The standard software package already comes with a wide range of functions to enable companies and data protection officers to imple-ment the new regulatory requirements, such as assigning permissions to prevent unauthorized employees from accessing data. In addition, ELOprofessional 11 lets you easily tag data as personal and delete it after a certain amount of time according to the limits specified under GDPR.

Manage data protection with ELOprofessional 11

Set permissions to eliminate unauthorized access

Encrypt sensitive data

Keep a log of data access

Mark personal data manually or automatically

Erase data after a specific time period or event

Document the associated processes

Separate data into what is personally identifiable and what is not

Form database for process-ing activities

Security and data protection

With just a single click in ELOprofessional 11 you can protect your employees' personal data.

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Breaking information barriers

Seamless inte-gration with your processes

Enable information to travel easily between systems with numerous modules and interfaces that blend perfectly with your existing IT infrastructure.

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ELOprofessional 11 is an ECM system that delivers value, extracting information from different sources and feeding it into a central system. Intelligent interfaces communicate seam-lessly with your other programs, maximizing the potential of your business's success.

Connect processesacross systems

Let integra-tion work for you

Integrates perfectly with SAP and Salesforce

The module ELO Business Logic Provider (BLP) connects ELOprofessional 11 seamlessly with your ERP system or CRM solution. ELO BLP extracts and merges all your important information, such as documents within ECM systems, data sets in an ERP system, or customer data in Salesforce, so that they can be utilized in subsequent processes. All this can be done from within your existing systems without having to switch applications.

ELOprofessional 11 – Your one-stop informa-tion platform

Integrate different software systems and components

Multitask easily across systems

Combine important business data into a holistic view

Of course, ELOprofessional 11 works in synthesis with a wide range of systems and integrates with virtually every infrastructure. Today, we offer more than 70 different connectors for application in ERP alone.

Make ELOprofessional 11 and the wide range of adaptable modules and interfaces the ECM system of choice for your organization.

Breaking information barriers

For more information, go to: www.elo.com/en/integration

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Breaking information barriers

ELO Backup ServerLong-term storage of documents the easy way

ELO BarcodeAutomatically keyword, index, and archive documents with barcode scanning

ELO Business Logic Provider (BLP)Intelligent middleware for connecting processes

ELO COLDFully automated bulk import of printer output and spool data

ELO DocXtractor (DocX)Intelligent, automated analysis and processing of inbound documents

ELO for Mobile DevicesStay connected, any place, any time

ELO for SAPRobust integration with SAP ECC

ELO for SharePointTwo systems – one world

ELO Notebook ClientKnowledge at your fingertips

ELO Notes Server (SAND)Advanced e-mail management for IBM Notes

ELO QuickScanScan and file documents any time, anywhere

ELO ReplicationAutomatic data comparison between multiple locations

ELO XML ImportImport bulk data the fast way

Modules and interfaces for your business

Find out what our additional modules can do and configure ELOprofessional 11 to match your business needs:

www.elo.com/en/modules-and-interfaces

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ELO Business Solutions

Our solutionsfor your businessYour everyday processes are at the heart of our best practice solutions: Get to know the extensive portfolio of ELO Business Solutions.

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The benefits of digital invoice managementwith ELO Invoice

Manage incoming invoices and monitor deadlines

Overview of all your invoices in a convenient dashboard

Automated invoice processingProcess invoices fast, no matter what format they are in

Integration with existing ERP systems

Easy to connect to SAP, MS Dynamics NAV, DATEV, and many other ERP solutions

Simple-to-use invoice formsForm views let you get invoices approved faster

Implementing an automated invoice processing solution saves your accounts payable department valuable time and resources. No matter whether you work with electronic or paper-based invoices, the real challenge lies in quickly and efficiently processing different formats and handling a greater number of invoices than would otherwise be possible. After all, employees need to capture and check incoming invoices, assign them to cost centers, route them for approval, and integrate them to the company's ERP systems. The end-to-end invoice processing solution ELO Invoice supports your entire accounts payable process.

Take the headache out of managing invoices and generate reports and statistics in just a few clicks.

ELO Invoice processes incoming invoices automatically, checks the invoice against the data stored in your ERP system, and finally exports it. An integrated invoice dashboard ensures that you maintain an overview of all invoices in circulation.

ELO Invoice

Best-in-class invoice solution from ELO

For more information, go to: www.elo.com/en/invoice

ELO Business Solutions

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The benefits of workingwith ELO Contract

Practical integrated calendarCompact view of reminders and termination dates

Digital contract filesManage contracts and related documents

Integrated availability of information

Integrate contract data from other applications

Store contracts in a secure repository

Maintain compliance and abide by retention legislation

Contract governance and evaluation options

Monitor ongoing contracts

For more information, go to: www.elo.com/en/contract

Every business relationship is based on a contract. The terms of a con-tract establish the rights and obligations of each party, and articulate your company's expectations of service providers, customers, or your employees. It is therefore essential that your organization has trans-parent and standardized contract processes in place, especially when you have a large number of active contracts, which makes it more diffi-cult to keep track of contract terms and deadlines. By making use of automated processes and smart search tools, you can be more produc-tive and ultimately save time and resources.

ELO Contract is a digital contract management solution based on best practice methods that does all of this and more.

ELO Contract gives you com-plete control of your contracts across their entire life cycle, from drafting to negotiation to execution and expiration. The integrated contract manage-ment dashboard provides an at-a-glance view of all contracts with a wide range of options for analyzing contract data. You benefit from a rapidly deploy-able solution which can be easily customized to meet your requirements.

ELO Business Solutions

ELO Contract

Keep an eye on the fine print

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Create an immediate positive impression of your company by ensuring that you give visitors a professional welcome from the moment they walk through your front door. An efficient reception desk should also have total visibility of all visitors on your premises, be able to easily coordinate meetings with all meeting attendees, as well as book rooms or additional resources, arrange catering, and handle changes and cancellations.

Thanks to digital visitor management with ELO Visitor, you can auto-mate these processes and deliver a fluid guest experience.

ELO Visitor

First impressions count

Greet your visitors with a wel-come screen and personalized ID badges as soon as they arrive at reception. ELO Visitor also enables you to record infor- mation about meetings and visitors and securely store it in a structured repository in ELOprofessional 11. Thanks to an integrated dashboard func-tion for monitoring visitors, you can always keep track of who is currently on your premises or who has signed out and can also generate statistics on the visitor flow.

Create and issue personalized ID badges in no time at all.

ELO Business Solutions

Benefits of a digital visitor management systemwith ELO Visitor

Coordinate visits easilyRegister visitors and enter their details in advance so that they instantly feel welcome

Personal welcomeGreet visitors with a personalized screen

Customized visitor badgesCreate ID badges based on the data entered

Up-to-date visitor listsGenerate a one-click list of all visitors on site

Ensure data protectionEasily delete visitor data to meet GDPR requirements

For more information, go to: www.elo.com/en/visitor

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The ability to pool knowledge resources in a company and use them effectively is crucial for success in the digital future. Understanding what information is important and sharing this with employees is essential to achieve the best possible results. Efficient, company-wide knowledge management calls for appropriate tools that give people access to all the relevant information they need.

Business Solution ELO Knowledge integrates all your company's data into a one-stop intelligent knowledge database. Powerful interfaces break down in-house data silos to create a centrally accessible infor-mation and knowledge platform, ensuring data integration among all departments.

ELO Knowledge

Tap into your knowledge assets

ELO Knowledge enables you to establish a community where your employees support each other, share their knowledge, and drive good ideas forward.

The ELO Community allows users to effortlessly share knowledge.

ELO Business Solutions

Modern knowledge management withELO Knowledge

Share knowledge company-wideELO collaboration tools enable employees to exchange information easily and foster effective teamwork

Drive ideas forwardFind new solutions with the inte-grated idea management function

Motivate employeesCreate an incentive to share know-ledge with a reward system

Find information fastFind relevant information in no time with ELO iSearch

Build a central knowledge platform

Integrate data silos into a meaningful knowledge base

For more information, go to: www.elo.com/en/knowledge

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Manage your recruitment cycle effectively and transparently with Busi-ness Solution ELO HR Recruiting. The all-in-one tool allows you to easily submit job requests, accept applications, and conveniently store candidate information in your master HR system or the ELO digital personnel file. Thanks to automatic deletion functions and a user- dependent permissions concept, you also meet the latest data privacy requirements set out in GDPR.

ELO HR Recruiting not only saves you time and resources, but you also benefit from streamlined processes from the moment you request a vacancy to the new employee's onboarding.

ELO HR Recruiting

Streamline recruitment processes

Thanks to the integrated job portal, you can automatically advertise jobs with a single click, such as on your own company website. Checklists and config-urable reminder functions allow you to keep track of the entire recruitment cycle. A dashboard function to group and rank can-didates supports you during the selection process.

Digital candidate management with ELO HR Recruiting

Meet data protection regulationsStay in line with GDPR and ensure that data is erased automatically

Easily transfer candidate dataConveniently integrates with existing systems

Automated recruitment processEfficient processes from job request to onboarding

Extensive ranking systemCompare candidate profiles and skill sets

ELO HR Recruiting lets you have critical data at your fingertips on a mobile device, such as during an interview.

ELO Business Solutions

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Digitization and automation of business processes is also open- ing up new opportunities in the field of human resources. Busi-ness solution ELO HR Personnel File enables you to create an electronic personnel file that contains all the documentation relating to the employment relationship, no matter what format it takes.

ELO HR Personnel File

Redefining HR tasks

All correspondence, such as e-mail applications, reference letters, and leave requests, is stored in a central location.

ELO HR Personnel File also allows you to automate your HR processes so that your employees can focus on other tasks. For example, it is possible to trigger standard processes with the help of work- flows when employees join or leave the company. And, HR staff can easily monitor important dates and approval processes, which means less time is spent managing time-consuming tasks. Finally, ELO HR Personnel File helps you meet the new data protection re-quirements imposed under GDPR.

The digital personnel file – ELO HR Personnel File

Create organizational chartsBuild a quick view of your company's hierarchy

Analyze processesVisualize HR processes with intelli-gible dashboards

Capture and securely manage HR data

Manage your documents in one location and meet GDPR require-ments

Easy process controlIntegrate HR tasks into existing processes and HR systems

GDPR complianceMeet deletion deadlines in accor- dance with statutory requirements

Thanks to ELO HR Personnel File, you can create employee ID cards in just a few clicks.

For more information, go to: www.elo.com/en/personnel-file

ELO Business Solutions

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Additional information

Your success is what matters to usChoose ELOprofessional 11 and confidently move your business into the digital future. So what is the next step? We would be happy to provide you with more information.

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Additional information

Get to know ELO

With ELO webinars, it's easy to keep up to dateTake advantage of our free webinars and find out everything you need to know about document management and enterprise content management with ELO.

For more information, go to:www.elo.com/en/webinars

Find the partner that meets your require-mentsThere are more than 1,000 certified ELO Business Partners worldwide, giving you the assurance of a competent, trusted partner, wherever you are.

For more information, go to:www.elo.com/en/partnerfinder

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Our customers, their success storiesCompanies of all sizes and industries already run better thanks to ELO prod- ucts and solutions. Read our success stories of how these customers use ELO to optimize their processes.

Experience ELO live at numerous eventsWe take part in a large number of national and international trade fairs and events. What is more, we organize our own events, such as the ELO ECM Tour, the ELO ECM Conference, and many more — we look forward to seeing you there!

For more information, go to:www.elo.com/en/events

For more information, go to:www.elo.com/en/referencefinder

ELOprofessional 11Software for Enterprise Content Management

ELO®, ELOprofessional®, ELOenterprise®, ELOoffice®, and ELO ECM Suite® are registered trademarks of ELO Digital Office GmbH in Germany and/or other countries. SAP®, SAP NetWeaver®, and SAP S/4HANA® are registered trademarks of SAP and their respective companies in Germany and/or other countries. Microsoft®, Windows®, Excel®, PowerPoint®, and SharePoint® are registered trademarks of Microsoft Corporation in the USA and/or other countries. Other company, product, or service names may be trademarks of other companies. This publication serves only as non-binding general information and is not a substitute for a detailed, individual consultation. ELO reserves the right to change information in this publication at any time without prior notification. Technical characteristics and functions may vary, particularly from country to country. You can obtain the latest information on ELO® software products, contract terms, and prices from the ELO® companies, ELO® Business Partners, and/or ELO® Channel Partners. The product information reflects the current product status. The subject and extent of the services are exclusively defined in the respective contracts. ELO® does not guarantee, warrant, or assure as specific properties that its products or other services provide compliance with specific laws or regulations. The customer is responsible for compliance with security regulations and other regulations defined by national and international law. We reserve the right to make changes and assume no liability for errors and misprints. Reproduction and/or distribution, in part or in whole, is only allowed with written consent from ELO Digital Office GmbH. © Copyright ELO Digital Office GmbH 2018-2019. All rights reserved. I Item no. A011-PP-EN I 20190327

ELO® erhalten Sie bei:

Weitere Informationen: www.elo.com/en/eloprofessional

European headquartersELO Digital Office GmbH, Tübinger Strasse 43, 70178 Stuttgart, Germany; info@elo.com

AsiaPT ELO Digital Office Indonesia, AKR Tower (Gallery West), 16 A Floor, Jl. Panjang No.5 Kebon Jeruk, Jakarta Barat 11530, Indonesia; info@elo.co.id

USA ELO Digital Office Corporation, 50 Milk Street, 16th floor, Boston, MA 02109, USA; info-usa@elo.com

Asia –PacificELO Digital Office AU/NZ Pty Ltd, Level 7, 146 Arthur St, North Sydney NSW 2060, Australia; info@elodigital.com.au