Solutions for QED Financial Systems Online Help Software

8 MARCH 2007

STRICTLY PRIVATE AND CONFIDENTIAL

This document contains information that is confidential and proprietary to QED Financial Systems, Inc. This information may be used only for the purpose of evaluating QED’s products and services and may not be disclosed to any other person or entity in any form whatsoever. The contents of this document and the associated software applications, online help files, and all accompanying documentation are the proprietary property of QED Financial Systems, Inc. No part of these documents may be reproduced or copied, in whole or in part, in any form or by any means – manual, graphical, electronic, or mechanical, including photocopying, recording, taping, scanning, or information retrieval systems – without the express prior written permission from QED.

All versions and releases of QED software applications, all printed and electronic documentation, and all related materials are the confidential and proprietary information and trade secrets of QED Financial Systems, Inc., regardless of whether or not any portion thereof is, or may be, patented, registered for trademark or copyrighted. All necessary steps must be taken to protect QED software applications and related materials from disclosure to any other party, person, firm, or corporation, without the express prior written consent of QED in each and every instance.

QED®, Q2, IMS-2000™, VisualQED®, iPAS™, QReturns™ and QTMS™ are trademarks of QED Financial Systems, Inc. All other brand and product names contained herein are the trademarks or registered trademarks of their respective holders.

QED Financial Systems, Inc. is headquartered at: 10,000 Sagemore Drive, Marlton, New Jersey 08053 tel: 856.797.1200 fax: 856.797.9719 www.QEDFinancialSystems.com

DOCUMENT INFORMATION

This document was originally prepared on 03/08/2007.

page – i –

CONTENTS TIAL

N OVERVIEW 1 Existing Approach 1 FIDE Reasons to Change 1 Possible Solutions 1 My Suggested Solution 1 CON

SOFTWARE COMPARISON 2 TLY

C MadCap Flare 2 Features 2 TRI Importing RoboHelp files 2 S Adobe RoboHelp 3 D

N Features 3

A New to Version 6 3

Chart 4 General Comparison 4

HTED Specific Comparison 5

G MadCap Flare Costs 8 PYRI CO

– MS TE S Y S IAL NC A N FI

ED Q R O F S ON TI U L SO

page – ii – Overview

Overview TIAL N Existing Approach FIDE QED Financial Systems, Inc. currently uses Adobe RoboHelp version X5 to create its

CON online user manuals for customers. TLY

C Reasons to Change TRI

S Adobe recently released a new version of RoboHelp for upgrading. D

N When Adobe purchased Macromedia (and RoboHelp) in 2005, many RoboHelp

A users feared that RoboHelp would become obsolete, so they switched to MadCap Flare. MadCap Flare has a very similar interface to RoboHelp because former RoboHelp

HTED developers created it. G Possible Solutions PYRI MadCap Flare – www.madcapsoftware.com/products/flare CO

– Adobe RoboHelp – www.adobe.com/products/robohelp

MS My Suggested Solution TE S Y I suggest that we purchase MadCap Flare because: S

IAL Flare boasts in being compatible with Office 2007 and Windows Vista. RoboHelp is only compatible with Windows 2000/XP and up to Office 2003. NC

A Flare can automatically generate Microsoft Word 2007documents, while RoboHelp N does not support Microsoft Office 2007 (what we use at QED). If we could generate FI

Word documents from the online help software, we would save time by not having to copy and paste all the text between files whenever we need to update the content. ED Flare uses XML markup, which is more current in the industry. RoboHelp only uses Q

R HTML markup. O F ONS ONS TI U L

SO page – 1 –

Software Comparison

Software Comparison TIAL N MadCap Flare FIDE

Features CON Generate multiple output formats – Microsoft HTML Help (.chm), DotNetHelp,

TLY Microsoft Word (.doc), Adobe FrameMaker (.fm), XML Paper Specification, C DOCX, PDF

TRI Single-source/XML publishing without having to know XML programming –

S Easily reuse and repurpose content for any format, standard, device or platform. Use

D conditional tags, variables, and snippets. Create context-sensitive Help. N

A Visual editor to write and edit content like in Word – Customize work environment. View and edit multiple documents at once. Auto-numberings. Automated wizards for Table of Contents and Search sections.

HTED Multiple language interfaces – English, Japanese, German or French; Unicode- G compliant Import existing content to save time – Import from Microsoft Word, Adobe

PYRI FrameMaker, HTML, RoboHelp, and HTML Help. Flare converts them all to XML.

CO Easy Sync – With Word or FrameMaker, edit the original source file and still

– publish through Flare. Supports two different workflows. Industry standard markup – Generate pure, clean, compliant XML. MS Similar workflow – Designed by former RoboHelp product experts but with a TE

S cleaner, more user-friendly interface. Y Compatibility – Compatible with Microsoft Word 2007 and Windows Vista. S

IAL Importing RoboHelp files NC

A 1. Select File > Import. N 2. Browse for .xpj file. FI

3. Click Open. ED 4. Enter new project name. Q

R 5. Click Finish. O

F File structure and topic organization is maintained. Flare cleans the code and improves functionality by using XML. ONS ONS TI U L

SO page – 2 –

Software Comparison

Adobe RoboHelp TIAL N Features

FIDE Conditional content – Apply conditional tags to Table of Contents and index items, folders, and topics for different formats, users, and purposes.

CON Graphics and multimedia support – Integrate graphics such as screenshots, and enhance help systems with sound files, Flash animation, and video clips.

TLY Hyperlinks, pop-ups, and image maps – Add links to text and graphics that lead to C other topics, rollover messages, and pop-up windows.

TRI Single-sourcing output – FlashHelp, Compiled HTML Help, JavaHelp, Oracle

S Help, WebHelp, and WinHelp. D

N Batch processing – Generate and publish multiple help systems and documentation

A in multiple formats.

Automated wizards – Quickly generate Tables of Contents, indexes, glossaries and related topics. HTED

G Topic templates – Create topics from templates with predefined headers, footers, tables, text, and images. International language support – Create output in 11 different languages. PYRI CO

New to Version 6 –

User-defined variables – Global variables for text elements to for quick changes. MS RoboScreen Capture – Capture screens, edit screen captures, and export images TE

S from within RoboHelp. Y S Adobe RoboSource Control – Share projects and files to help facilitate collaboration when working with others.

IAL Adobe PDF support – Generate accessible PDF files with hyperlinks and

NC bookmarks using Adobe Acrobat Elements (included with RoboHelp 6). A

N Command line compilation – Compile help systems without launching RoboHelp.

FI Usage reports on build tags – View the number and type of build tags used in a project. ED Numerous compatibility and stability improvements – enhanced user interface, Q

R improved import of Word content, improved installers, and improved publishing of

O projects. F Adobe Captivate integration. Easier WinHelp migration support. ONS ONS TI U L

SO page – 3 –

Software Comparison

Chart TIAL N General Comparison FIDE MadCap Flare Adobe RoboHelp

Open topics in tabs to view multiple Open one topic at a time CON Editing topics pages at once.

TLY Undo specific actions back to when Undo only up to the last 100 actions Undo option C the file was last saved

TRI Editing styles Style guide opens in a tab Style guide opens in a pop-up box

S Markup format XML HTML D

N Word, FrameMaker, RoboHelp, HTML, XML, PDF, FrameMaker, Word A Import HTML, HTML Help

Word, FrameMaker, XML, Microsoft FlashHelp, Compiled HTML Help, Export HTML Help (.chm), DotNetHelp, JavaHelp, Oracle Help, WebHelp, HTED DOCX, PDF WinHelp G Conditional tags; variables; Multiple online formats; conditional Single-sourcing snippets; context-sensitive content PYRI Multiple interfaces; Unicode- Create in 11 languages Languages CO compliant

– Works with Word 2007 and Windows Windows 2000/XP Compatibility Vista MS

TE Content management features; file

S Collaboration access restrictions; track document

Y evolution S RoboScreen Capture; RoboSource 3; Extras Adobe Acrobat Elements IAL

Cost $899 $999 new, $499 upgrade NC A N FI

ED Q R O F ONS ONS TI U L

SO page – 4 –

Software Comparison

Specific Comparison

TIAL Feature MadCap Flare Adobe RoboHelp N Table of Contents Editor Yes Yes

FIDE Multiple Tables of Contents Yes

Modular Tables of Contents Yes

CON Unicode Support Yes

TLY English/Western European language support Yes Yes C Double-byte/Asian language support Yes TRI Eastern European language support Yes S

D Localization of user interface in web output Yes N A

Source documents validate against a known Yes schema

Configurable user interface Yes HTED

G XML-based Yes

Hidden/proprietary project files Yes PYRI All project files XML-based for compatibility Yes CO

– XML-based files compatible with any source Yes control application

MS View and filter all content files in a project Yes TE

S Management of recent files and projects Yes Y Visual editor Yes Yes S

Multiple document interface Yes IAL Indexing to the character level Yes NC

A Access to document structure Yes N

FI Ability to add tables Yes Yes

ED Copy/paste one cell at a time Yes Yes

Q Copy/paste entire rows Yes R

O Copy/paste entire columns Yes F Copy/paste multiple table cells Yes

ONS ONS Tables support local formatting Yes Yes

TI Tables support external CSS formatting Yes U L

SO page – 5 –

Software Comparison

Unlimited number of tables can share the Yes

same CSS for easy updating/maintenance

Unlimited number of table CSS style sheets Yes TIAL per project N

Tables CSS support pattern formatting Yes

FIDE Microsoft Word import via older RTF Yes technology

CON Microsoft Word import via modern XML Yes schema

TLY Auto-create CSS during Microsoft Word import Yes Yes C Ability to map Microsoft Word styles to CSS Yes

TRI during import S Automatically check imported Microsoft Word Yes D

N source documents for updates when building

A outputs (Easy Sync)

Microsoft Word output via older RTF Yes technology HTED Microsoft Word output via modern XML Yes G schema

Include hyperlinks in Microsoft Word Yes PYRI documents CO

Convert links to page number cross references Yes – in Microsoft Word documents

MS Import FrameMaker .mif files Yes Yes

TE Import FrameMaker .fm files Yes Yes S

Y Import FrameMaker book files Yes S Edit future content in Flare or in source Yes

IAL FrameMaker documents

NC Automatically check imported Adobe Yes

A FrameMaker source documents for updates

N when building outputs (Easy Sync) FI

Command line compile capability Yes

ED Hard coded links Yes Yes Q

R Concept (A-link) based Yes Yes O

F Index (K-link) based Yes

Conditional text Yes Yes

ONS ONS Conditional images Yes Yes TI U L

SO page – 6 –

Software Comparison

Conditional index terms Yes

Conditional tables Yes Yes

TIAL Conditional table rows Yes N Conditional table columns Yes

FIDE Conditionals on Table of Contents books Yes

Conditionals on Table of Contents pages Yes CON Variables Yes Yes

TLY Re-usable content library (Snippets) Yes C Single-source images in conjunction with Yes

TRI MadCap Capture

S Context-sensitive Microsoft HTML Help Yes Yes D

N Embedded context-sensitive Help for .Net Yes A

applications

Web application developer can control Yes Yes context-sensitive windows using JavaScript HTED

G Help author can control context-sensitive Yes windows using built-in editor (no JavaScript to write, no developer input) PYRI

CO Copied from www.mapcapsoftware.com/products/flare

– MS TE S Y S IAL NC A N FI

ED Q R O F ONS ONS TI U L

SO page – 7 –

Software Comparison

MadCap Flare Costs

TIAL Product Quantity Retail Price Savings Our Price N Flare Version 2.5 2 $1,798 $800 $998

FIDE Bronze Maintenance – 12 months 1 $449 $50 $399

Gold Maintenance – 12 months 1 $549 $50 $499

CON Platinum Maintenance – 12 months 1 $949 $143 $806

TLY Capture 1 $89 $89 $0 C Discounted prices expire 4/30/07 TRI $400 off Flare S

D 10% off yearly Bronze and Gold rates; $15% off Platinum rate N A

Capture free for each user when we buy Flare Maintenance includes upgrades for a year; MadCap guarantees at least one upgrade per year; Upgrades without a maintenance plan cost $499 HTED G PYRI CO

– MS TE S Y S IAL NC A N FI

Q Remit to: Wire Transfer Info: Send PO to:

R MadCap Software MadCap Software, Inc. Fax 858-320-0338 attn: Jennifer 11230 Sorrento Valley Road Acc# A/C 201 247 269 Email: [email protected] O

F San Diego, CA 92121 Routing # 3222 717 24 Include on PO: CitiBank --bill to/ship address 113-A N. El Camino Real --email PO# and Net 30 Terms Encinitas, CA USA 92024 --signature

ONS ONS Bank Contact: Debbie Harp 760-436-9233 TI

U L SO

page - 8 - Help, Web, and Print Publishing

Developed by former core members of the RoboHelp® team, MadCap Flare is the most powerful, flexible, and innovative Help authoring tool ever developed. Key Features:

XML Support • Pure XML content creation • HTML to XHTML conversion Import Existing Content • Adobe® FrameMaker® (.fm, .mif, .book) • Microsoft® Word™ • HTML • RoboHelp® • Existing HTML Help projects Generate Multiple Outputs • Cross-browser, cross-platform Help What is MadCap Flare? • Microsoft® HTML Help (.chm) • Help for .NET applications Developed by former core members of the RoboHelp® team, • Adobe® FrameMaker® (.fm, .mif, .book) MadCap Flare is the first true single-sourcing tool with the ability to • Adobe® PDF import and export both Microsoft® Word™ and Adobe® FrameMaker® formats. Flare empowers technical writers, Help authors and documentation • Microsoft® Word™ professionals to harness the power and benefits of XML without requiring Multi-Language Support any knowledge of the XML language or XML programming. • Fully Unicode enabled For true single-sourcing and same-day publishing, create and/or • Double-byte support import existing content from one set of source documents and easily • Extended language support (Including output to multiple formats for the creation of: Eastern European and Asian languages) • Localized WebHelp skins • Help systems • Knowledge bases More Single-Sourcing Features • Online policies and procedures • Single-sourcing images • Web publishing • Variables (re-usable text) • Intranet publishing • Snippets (re-usable content) • Printed manuals and documentation • Conditional text • Easy sync for imported MS Who Needs MadCap Flare? Word/FrameMaker documents MadCap Flare is specifically designed for professional Technical Ease of Use Writers, Software Developers, Web Application Developers, IT and • Autonumbering Human Resource professionals who need a quick and easy way to • Visual document structure display compose content with all of the reuse and flexibility of the XML format. • View and edit multiple documents simultaneously Since no knowledge of XML is required, Flare lets writers focus on creating • Command line compiling content and keep pace with the industry evolution to XML without • Character and symbol library having to learn any programming. • Enhanced WYSIWYG editor MadCap Flare features a unique patent-pending visual editor that • Enhanced search and index • Create embedded context-sensitive Help allows you to write content just like you would in Microsoft® Word™. • Customizable style sheets for tables Flare maintains content in pure XML for the ultimate in single-sourcing • Drag and drop table columns and rows flexibility, allowing you to easily reuse and repurpose your content to • Color selection tool virtually any format, standard, device, or operating system. • View/filter/access all files from one list

• RoboHelp® Projects • HTML Help • Other HTML Help Projects • WebHelp • Microsoft® Word™ • DotNetHelp • Adobe® FrameMaker® • Microsoft® Word™ • HTML files • Adobe® FrameMaker® • XHTML files • PDF Flare Authoring Environment

1 13 16 14 Multi-document interface for 2 opening many topics, TOCs, glossaries, style sheets, and other 17 documents at the same time 3 Flexible window panes for opening items, enhancing projects, and 15 18 customizing user interface 4

5 1 14 16 6 2 10 15

3 7 Visual structure bars in the XML Editor for quickly working with or moving topic content 17 4 8 5

6 18

9 7

11 10

12 11 DHTML effects (such as drop-down and expanding text) for condensing 13 content 8

12 9

Ultimate Authoring Suite

MadCap Flare V2 o ers seamless integration with the entire MadCap family of products to create the ultimate authoring suite.

Easily capture anything that is displayed on your computer screen as an editable image, and then integrate it into your Flare project.

Easily record, enhance, and publish software simulations for use in sales and marketing, technical support, eLearning, and Help systems.

The ultimate alternative to Adobe® FrameMaker®. Efficiently produce and manage large documentation sets using native XML, native Unicode, and CSS, without sacrificing ease of use. What customers are saying:

“In my search for a Help documentation tool, I didn’t expect to ﬁnd one that would equal RoboHelp. I was surprised and delighted to see that Flare not only equaled RoboHelp in its features and ease of use, but surpassed it! The interface is sleek and easy for an ex-RoboHelp-er to learn, the functionality is improved, and the folder structure ﬁnally makes sense!” Emily Bivona LMI Government Consulting

“Holy Toledo! Man, that Flare search is fast! We’re all impressed and very, very happy with the speed… You’ve hammered that last nail into RoboHelp’s cofﬁn for us…” Mike, Technical Writer Summit FT Products

“I was able to import existing RoboHelp projects with little to no cleanup. Thank you for developing a Help authoring tool that we can painlessly transition to.” Karen N. Koba Westbrook Technologies, INC

“I couldn’t believe how smooth the conversion from RoboHelp was!! Thanks for a great product; I can’t wait to see what you add in the future!!” Elizabeth Wenzel Network Intelligence, former RoboHelp user of 15 years

“Just for the record, I'm not someone who normally writes to companies to give them unsolicited feedback, but I thought you might want to know that I'm very impressed with MadCap Flare. After a year of struggling with RoboHELP for FrameMaker and a year before that (at a different company) trying to figure out Quadralay WebWorks, it's a welcome relief to have a product that actually has the features and functions I want in an easy to use interface.” Brian Naughton Stratify about madcap

MadCap Software is just a new name for a group of familiar faces that have been leading the technical writing community for over a decade. MadCap is home to some of the most experienced software architects and product experts in the industry, including many former core members of eHelp® Corporation, creators of RoboHelp®. With its flagship product, MadCap Flare, MadCap Software is leading the technical communications industry into the future.

MadCap Software, Inc. 11230 Sorrento Valley Road San Diego, California 92121 US/Canada Tollfree 1-888-MadCap1 www.madcapsoftware.com Worldwide Tel +1 858-320-0387 [email protected] Worldwide Fax +1 858-320-0338

© 2006, MadCap Software, Inc. and its licensors. All rights reserved. MadCap Software, the MadCap Software logo and Flare are trademarks or registered trademarks of MadCap Software, Inc. in the United States and/or other countries. Other marks are the properties of their respective owners. Datasheet

ADOBE® ROBOHELP® 6 EASILY create PROFESSIONAL Help systems and knowledge bases

Adobe RoboHelp 6 enables help authors and technical communicators to author, manage, and publish compelling content for embedded help systems and standalone knowledge bases.

Create engaging help content with ease multiple help authors. Allow telecommuters, With RoboHelp 6 software, you don’t have remote office workers, and occasionally to start from scratch. Leverage existing help connected authors to contribute to your projects or import content from HTML, project. Restrict file access to one user at a XML, Adobe PDF, Adobe FrameMaker®, and time to prevent overwrites. Stay organized Microsoft Word documents—RoboHelp splits and track document evolution with time properly tagged information into help topics and date stamps, file editing histories, and and keeps existing tables of contents, indexes, automated file comparisons. At any time, roll and glossaries. Work in your preferred back a document to any pervious version. authoring environment—use the built-in Take your help online RoboHelp HTML editor, Macromedia® Don’t just publish and forget about your Dreamweaver® or any other popular HTML web-based help systems and knowledge bases. editor, or Microsoft Word to create engaging Use Adobe RoboHelp Server 6 to extend and content. Work with automated wizards and support the capabilities of RoboHelp 6. Deploy templates to quickly build professional help server-based FlashHelp® projects. Develop systems and knowledge bases that incorporate help systems for use with the Microsoft .NET standard and advanced help features, Framework, deploy and manage up-to-date including tables of contents, indexes, online content, and control and monitor the glossaries, graphics, sound, video, and use of web-based help systems and knowledge simulations. Use the built-in screen capture bases in real time through a web interface. and image editing tool to capture screens, View detailed usage reports that identify those edit screen shots, and export images to over areas of your help system where users have 20 image file formats. Easily create context- difficulties, and then update your web-based sensitive help by linking your help system help on the fly to resolve those issues and to your application. improve those areas, even after the release Collaborate with other contributors of your application. With RoboHelp 6, you don’t have to go it alone. Rely on powerful content management features to facilitate collaboration among Features and benefits System requirements User-defined variables Single-sourcing output

RoboHelp 6 Define global variables for certain text Generate multiple online formats—including • Windows® 2000/XP elements to quickly change placeholders FlashHelp, Compiled HTML Help, JavaHelp, • 300MHz Intel® Pentium® II processor globally. Oracle Help, WebHelp, and WinHelp—and • 128MB RAM (256MB recommended) use conditional content to output custom Conditional content • 400MB hard drive space content from the same source project. Apply conditional tags to table of contents and RoboHelp Server 6 index items, folders, and topics to tailor output Command line compilation • Windows XP with IIS 5.0/6.0, Windows for different formats, users, and purposes. Compile help systems from the command Server™ 2003 with IIS 6.0, or Windows line without launching RoboHelp 6. 2000/2000 Server with IIS 5.0 RoboScreen Capture • 300MHz Intel Pentium II processor Capture screens, edit screen captures, and Batch processing • 128MB RAM (256MB recommended) export images to common file formats from Generate and publish multiple help systems • 100MB hard drive space within your authoring environment. and documentations in multiple formats at the click of a button. Adobe PDF support Generate accessible PDF files with support Automated wizards for hyperlinks and bookmarks with Adobe Quickly generate tables of contents, indexes, Acrobat® Elements. glossaries, related topics, and more.

Adobe RoboSource Control Topic templates Share projects and files with this Ensure consistency by creating topics from powerful content management system templates with predefined headers, footers, for version control. tables, text, images, and so on.

Usage reports on build tags Multi-author support Generate snapshots of the number and type Leverage powerful content management of build tags used in your help project. features to stay organized and help facilitate collaboration when working with others. Graphics and multimedia support Integrate graphics such as screenshots, and International language support enhance help systems with MP3 sound files Create localized output in 11 different (requires local desktop MP3 player), Adobe languages. Flash® animations, and AVI video clips.

Hyperlinks, pop-ups, and image maps Add links to text and graphics that lead to other topics, rollover messages, and customized pop-up windows.

For more information Easily turn general content into a help system For more information on Build help systems in your preferred authoring environment Adobe RoboHelp 6, go to www.adobe.com/products/robohelp. Import formats Output formats

FlashHelp WebHelp HTML RoboHelp built-in HTML Help Word HTML editor WinHelp FrameMaker XML PDF Other popular HTML XML HTML editors Oracle Help ™ Other help projects Better by Adobe. JavaHelp Microsoft Word Printed docs (Word/PDF)

Easily turn general content into a help system

Adobe, the Adobe logo, Acrobat, Dreamweaver, Flash, FlashHelp, FrameMaker, Macromedia, RoboHelp, and “Better by Adobe” are registered trademarks or trademarks of Adobe Systems Incorporated in the United States and/or other countries. Intel and Pentium are trademarks or registered Adobe Systems Incorporated trademarks of Intel Corporation or its subsidiaries in the U.S. and other countries. Windows and Windows Server are either registered trademarks or 345 Park Avenue trademarks of Microsoft Corporation in the United States and/or other countries. All other trademarks are the property of their respective owners. San Jose, CA 95110-2704 USA © 2006 Adobe Systems Incorporated. All rights reserved. Printed in the USA. www.adobe.com 95007625 11/06