Dovetail Webinar Data Management & Optimization

1. Clarify Data Management & Optimization Rusty Coleman – VP Sales & Marketing Gary Sherman - CTO

2. Dovetail Background Founded in 1995 as First Choice Software to provide value-add software & services to the Clarify market for data management, application customization, and other complementary solutions. Expanded offerings in 2001 introducing CRM for Clarify (thin-client agent application that runs on a Clarify database). Changed name in 2006 to Dovetail Software and released search, archive management, and mobility solutions for the Clarify market. Introduced CRM for service and support in 2008 to the broader CRM market.

4. Ensure data integrity

5. Maintain system performance

7. Clarify Data Management Alternatives Disk Storage Expansion Short-term benefits Long-Term implications Tuning & Optimization Sometimes necessary as applications change Diminishing returns as database size increases Purge & Recovery Simple way to “remove” data and reduce database size Creates risk if frequent data recovery is required Archiving Most efficient and cost-effective way to move selected data offline Can be difficult to retrieve data quickly if needed

9. Archived more frequently

10. Located through fast search process

11. Restored for online access if required

12. Production storage costs can be managed

13. System performance impacts reduced

14. Data management costs controlled

16. DATA ACCESS Clarify client accessing the production database, which contains old cases. Production Database Old Cases

17. PURGE Purge the old cases from the database into a DAT file. Production Database Old Cases ArchiveSoftware DAT File of Old Cases

18. ARCHIVED DATA VIEW Viewer can query and view data from the DAT files. DAT File of Old Cases Production Database

19. ARCHIVED DATA VIEWER Software is used to restore the archived cases. One Case DAT File of Old Cases Production Database ArchiveSoftware

20. ARCHIVE DATABASE Import DAT file of old cases into an archive database. Production Database Archive Database ArchiveSoftware Old Cases DAT File of Old Cases

21. Archived Case Viewer (Browser-Based) Archive Database Old Cases Production Database

22. Archived Case Viewer (Browser-Based) Can be integrated within the Clarify client. Archive Database Old Cases Production Database

23. Archived Case Viewer (Browser-Based) Can be integrated easily with other web applications such as Amdocs or Salesforce.com.

24. Demonstration Dovetail Archive Manager

25. Questions