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GlobalWise Investments (GWIV) via wholly-owned subsidiary Intellinetics, Inc., is a leading-edge technology company

focused on Enterprise Content Management (ECM) solutions for the digital age. The ECM industry continues to grow rapidly as a result of unrestricted proliferation of digital content within today’s business environment. Leveraging its proprietary cloud-based computing software, GlobalWise is poised to capture a significant market share of this burgeoning industry. GlobalWise’s ECM service is delivered to customers via five unique delivery models which cover the spectrum of business needs: Cloud/Saas (Software as a Service), Hardware Vendor Integrated Service, Software Vendor Integrated Service, Premise (Client-Server), Hybrid (Premise & Cloud/Saas). This diversity gives advanced security & privacy features with an on-demand structure needed for large Tier 3 and Tier 4 businesses that are currently underserved by the market. The Intellinetics platform defines a new industry benchmark and game-changing approach by combining advanced virtualization & automated content management with an open and service-oriented architecture using web services. The company provides strategies, tactics, and technologies used to manage paper and digital assets from capture to long-term archive, without the need for manual processes conducted by a full time employee. GlobalWise’s management boasts a combined total of over 60 years in ECM leadership and industry experience. The ECM industry is expected to exceed $5.1 billion by 2013 with Gartner predicting a compound annual growth rate of 9.5%. IBM Market Insights predicts adoption of cloud computing to grow by 26% CAGR between 2010 through 2013. Leveraging management and key department heads, Intellinetics has a strong foundation from which to capture significant market share within the lucrative $149 billion Business Software & Services industry.

Key Investment Highlights •

Cutting-Edge Solutions that Increase Productivity and Cut Costs

ECM Industry Expected to Exceed $5.7 Billion by 2014 with 10.1% CAGR

Industry’s First ECM App Store to Drive Mobility Usage and Capability

Market Leader with Proprietary Software and Experienced Management CONTACT COMPANY


Globalwise Investments, Inc.

Mission Investor Relations

2190 Dividend Drive Columbus, Ohio 43228-3806

3645 Marketplace Blvd. Suite 130-280 Atlanta, GA 30344 Phone: (404) 941-8975

Phone: (614) 388-8909

Please see disclaimers on the MissionIR website

Products GlobalWise Investments, via wholly owned subsidiary Intellinetics, offers software products based on open architecture compatible with all major operating systems. They’re also Open Database Compliant (ODBC) for seamless integration into virtually any existing database environment. Designed with the look and functionality of Windows, Intellinetics software is simple to deploy, use, and maintain. Intellinetics’ software uses an innovative mass-storage algorithm to compress stored information so that files matching search specifications can be retrieved in sub-second time, regardless of the number of files, the size of the network, or the number of simultaneous users.

Solutions GlobalWise Investments goal is to help organizations devise and implement solutions based on their unique needs. The company takes a team approach to study those needs, apply what has been learned, and deliver superior products, service, and support. The result is a solution that lowers costs, improves efficiencies, and empowers people to think and work in new ways. The GobalWise Investments Engagement Methodology is called Excellence In Motion (EIM). EIM follows best practices, including methodologies and standards set forth by the Project Management Institute designed to minimize risk, decrease costs, and ensure project outcomes meet each client organization’s objectives. Communications planning, team-building, knowledge transfer, and quality assurance are the tenets of any solution delivery, with a focus on measured, client-defined success criteria.

Open Cloud / Saas (Software as a Service) Based Platform “On-demand” business application software providing enterprise content storage and management via the Internet

Target Markets For more than two decades, GlobalWise Investments, via wholly owned subsidiary Intellinetics, Inc., has been delivering advanced, mission critical, electronic content management system solutions and services for public and private sector throughout the United States and Canada. Intellivue™, the company’s flagship platform, offers substantial savings to any size organization in virtually any industry by offering them immediate access to all of their corporate information securely, at their desktop or via the Web. Utilizing this system flexibility, Intellivue™ has seen great success in the following target vertical markets that include: • • • • • • •

Accounts Payable Automotive Dealership Education K-12 Financial Services Healthcare Higher Education Human Resources

• • • • • •

Law Enforcement Corrections Legal Manufacturing Distribution Public Sector Retail Special Education

Case Studies Corporations and state and local agencies around the U.S. use GlobalWise Investments software solutions to simplify storage and speed-up retrieval of electronic and scanned paper documents. The company’s mission is to provide effective innovative technological solutions that have been validated time and again. GlobalWise Investments wholly owned subsidiary, Intellinetics, has experience in many environments, with more than 65 installations in a broad array of enterprises, including automotive dealers, retail, healthcare, insurance, banking, manufacturing, warehousing, and government installations at the federal, state, and local levels. Below are selected case studies of Intellinetics solutions that empowered our clients to control mission-critical information and better serve their own clients. • • • • • •

Careworks Ohio Department of Insurance OSHP Web Access Module Ricart Automobile Empire Savannah PD TMC

GlobalWise™ - The Complete ECM Solution


Social Content

Workflow / BPM

HW distributed capture

Easy Portal Integration Collaboration

Supporting Business Processes

Automated indexing/linking

Sharing & Supporting Project Teams

Routing Content

Advanced OCR content extraction

Check-in / Check-out

Assigning Work Tasks

High volume & ad-hoc capabilities Image Clean-up: De-speckle / De-skew

Audit Trails

Extended Components

Simple Document Review & Approval

E-forms (OEM) Web Analytics (Advanced OCR)

Records Management


Compliance Policies

Intuitive retention policy admin

Workflow / Change Mgt

Application Integration (DirectVue™)

Long-term Retention

Web Content Mgt

On-demand content (WebVue™) Robust SDKs & APIs Plug-ins for content authors

GlobalWise On Demand Solutions Store™ an ECM Industry First

Compliance Policies Automated dispositions Secure legal / Audit Holds

Management William J. “BJ” Santiago, President and CEO BJ has more than 20 years of senior executive-level management experience with an emphasis in sales, operations and M&A activities in the public and private sectors. During his previous tenure at Lexmark, BJ was hand selected in 2008 by the Lexmark CEO to launch and lead all operations for the newly formed Content Management Sales Practices for North America, which was using the Intellinetics platform. Through this business venture, Intellinetics recognized BJ’s ability as an ECM industry thought leader. From here, BJ became a natural catalyst for Intellinetics’ business development and strategy. BJ served eight years as a United States Army Infantry Officer and is a veteran of Operation Desert Storm. Matthew Chretien, EVP and Chief Technology Officer Matt is a co-founder of Intellinetics and a strategic entrepreneur backed by more than 20 years of experience in technology sales, consulting, and software product life cycle management within the aerospace, public safety, government, and select commercial markets. After graduating from The Ohio State University with an engineering degree in 1990, Matt spent two years in the Fisher College of Business Doctoral Program at Ohio State in computer science to work on his Ph.D. During this period, Matt discovered his research would be far too narrow to satisfy his interests and ultimately co-founded Intellinetics in 1994. Michael Chretien, VP and Corporate Counsel Mike is a co-founder of Intellinetics. After graduating from the University of Massachusetts with a Bachelor of Arts in economics in 1961, Mike joined the United States Marine Corps and retired in 1965 as a 1st Lieutenant. Mike continued to serve his country for 26 years in a storied career in law enforcement and foreign counter intelligence. After retirement from government service, Mike continued his career in the law enforcement field by studying for his juris doctorate and was awarded a law degree from Capital University Law School in 1991. Mike’s next move was founding Intellinetics with his son Matt to focus on records management and using his law enforcement background as a client resource to consult and assist with document storage and various other IT-related solutions. Thomas D. Moss, Chief Software Engineer Tom is a co-founder of Intellinetics and director of the company’s software research and development efforts. He boasts 20 years of expertise in database application design and document imaging software technologies, and was dually degreed in mathematics and computer science at the University of Wisconsin. Michael A. Beck, Director of Operations Mike brings to Intellinetics 17 years of IT experience, including IT management, hands on technical experience, departmental management, staff development, budget development and management, network design, large-scale project management, creation of new IT telecommunications department, contract negotiations, vendor management, and technology migrations. Mike has the ability and skill to consistently bring projects in on time and within budget.

Management (cont.) Neil C. Campbell, Director of Software Products Group Neil has 16 years of experience in the IT field with an emphasis in infrastructure design, software architecture, and productivity improvement solutions. Neil spent 11 years at Abbott Laboratories with focus on manufacturing IT operations and warehouse management systems before he joined Intellinetics as a project manager in fall of 2006. Neil was promoted to Director of Software products in 2008, where he currently contributes visionary leadership, thoughtful interpretation, diagnosis, and resolution to complex business issues facing companies today and in the future. Neil holds a bachelor’s degree from Ohio University and industry certifications from Microsoft, Cisco, Extreme Networks, HP, Dell, Marathon Technologies and IBM. Jim Perry, Director of Business Development Jim has more than 15 years of executive sales and marketing experience providing Electronic Content Management (ECM), workflow, and advanced data capture solutions into the healthcare, government and insurance markets. Jim previously served as a Senior Account Executive for ImageSoft, Inc. where he was responsible for selling and developing ECM solutions into the healthcare, government, manufacturing and insurance markets. Jim was personally responsible for innovating and developing a marketing plan for the healthcare vertical market that resulted in ImageSoft being recognized in 2008 as No. 1 of more than 200 reseller integrators of OnBase ECM Software in the United States. Randy Love, Director of Business Development Over the past 10 years of his 25 year IT career, Randy’s efforts have been focused on the ECM market. Most recently he worked 4 years as the VP of Sales and Business Development at an Ohio based ECM provider counting a number of complex, multimillion dollar imaging solutions to his team’s credit. He also spent 4 years as a Government Industry Manager at Hyland Software where he was credited with assisting partners on numerous high profile public sector projects as well as leading direct efforts on a statewide SAP integration deal. Prior to focusing on the ECM industry, Randy spent five years marketing mobile data software solutions to criminal justice agencies and 10 years in the commercial sector with a national systems integration firm. Early in his career, Randy worked as a Systems Engineer and Programmer Analyst, which has transcended to the technical aptitude he brings to his current position. He is a Certified Document Imaging Architect (CDIA+), AIIM ECM Practitioner, and graduated with a Bachelor of Science in Computer Science from Youngstown State University. Robert Simmons, Director of Business Development Robert’s experience in the print and imaging industry spans 15 years. He most recently served as the Director of Enterprise Solution Architecture for Samsung Electronics. Robert has been responsible for creating programs and services that analyze vertical market requirements for document and output solutions, which have identified millions of dollars in cost savings and efficiency gains. Robert has specialized in developing programs and solutions for healthcare, government, and education customers in North America. Robert holds a bachelor’s degree in psychology from Lee University and an MBA from the University of Phoenix.

GWIV Investor Summary  
GWIV Investor Summary  

GlobalWise Investments, Inc. (GWIV), via wholly-owned subsidiary Intellinetics, Inc., is a leading-edge technology company focused on Enterp...