Datacap Taskmaster

When complete, please submit to

Techline per submission instructions below
This questionnaire SHOULD NOT be given to customers to answer without an IBMer's/Business
Partner’s active participation.

IBM: DON’T FORGET TO INCLUDE THE SIEBEL OPPORTUNITY#.

Client Name:

Street Address:
City, State Zip:
Client Contact: e-Mail:
Phone Number: Fax:

Requester IMT/GMT Client IMT/GMT

IBM Sales contact:

Phone number:
Business Partner Name:
Bus. Partner contact: e-Mail:
Phone number: Fax:
Industry/Business Description:
Opportunity #:

What is a sizing estimate?

A sizing is an approximation (not a guarantee) of the hardware or software resources required for new
Datacap application solution(s). It is intended to support pre-sales activity aimed at addressing IBM
Client requirements for existing and short-term growth requirements.

It is important to understand that the sizing estimate is a pre-sales effort mainly based on benchmark
performance data; it should not replace capacity planning for installed systems. You can use the sizing
estimate for pre-installation planning; however, once you are in the process of implementing your
solution you should work with an IBM Capacity Planning consultant to monitor and predict the ongoing
resource requirements.

Customer results may vary, and IBM assumes no liability for actual results that differ from the sizing.

IBM/Customer Confidential when completed Page 1

 General Planning for Sizing Questionnaire Instructions

Introduction
Thank you for providing this information for sizing your environment. This information will allow us
to determine the appropriate non-functional requirements we need to collect in order to make a
recommendation based on your business environment and requirements.
The accuracy of this sizing estimate is dependent upon many variables such as the accuracy of the
information provided by you, the customer, (we recognize that it may be difficult to provide exact
numbers on your environment) and the actual usage of the system in a real-time environment.
Sizing should be viewed as an iterative process.
Techline sizing support offering is a technical marketing support program for IBM reps and eligible
business partners. This is not a post-install offering and it is not a service to customers. The
estimates are intended to help you roughly size the processor capacity needed for a solution in
situations prior to implementation and deployment. Ideally a pilot workload running in a test
environment would provide a more accurate sizing estimate than the results from this sizing
process.
IBM reps or business partners, perhaps in conversation with your customer, should fill out this
questionnaire. This questionnaire should NOT be given out to customers to answer without
an IBMer's active participation. In other words, we expect you to be knowledgeable enough
about the customer’s plans to use any information they have on the nature of their work to make
appropriate assumptions that we will use for the sizing estimate, and answer the questions below.

IBM/Customer Confidential when completed Page 2

 Instructions for Completing the Questionnaire
Please follow these steps to complete the questionnaire:
 Make Sure You Have the Current Version of the Questionnaire
 Over time we revise the Sizing Questionnaire, and before taking the time to complete it you should make sure you
have the most recent version. For a softcopy of the questionnaire, please download from

IBM
http://w3-03.ibm.com/support/techline/sizing/swsz_ind.html
Internal

Business
Partners

1. Complete the questionnaire

Please read each question carefully to understand the response being requested. If you are unsure of a question,
please review the “What do we mean? Why do we ask?” section located at the end of this document.
2. Submit your completed Questionnaire
Submit your completed questionnaire and any other items for consideration to Techline via

IBM
http://w3-03.ibm.com/support/techline/na/trg/form.html
Internal

Assistance
If you need assistance at any stage please contact Techline:

North America, Europe, South Africa, Middle

AP
Latin America East and Asia
e-mail

IBM/Customer Confidential when completed Page 3

 Datacap Taskmaster Sizing and Planning Questionnaire
This questionnaire should be used in conjunction with the IBM FileNet P8 Platform Questionnaire,
IBM Integrated CM8+DM+RM Sizing Questionnaire or IBM Case Manager Sizing Questionnaire
when appropriate. You can skip the document scanning/import questions in those
questionnaires.

Section A: Taskmaster Scanning Actions

Does your customer have a requirement for a specific hardware
vendor?
If yes, please provide any guidance here. No

Are you proposing a virtualized Datacap deployment?

Please provide any guidance or comments here:
No

1. How many hours per day will scanning take place? 8:00AM-1:00PM
2. How many documents are scanned per day? 1
This is the number of assembled documents, not pages.

2a. What percentage, if any, will be scanned in color? 0%

3. What is the average number of pages per document for scanned documents? 2
4. What is the average document size (KB)
200KB
This is the document size, not the page size.
10
4a. Estimate the average number of properties.
5. When will document background processing take place? Choose
6. How many hours after Scan Time will background processing take place, if any? 6
7. What percentage of pages will be processed by OCR or ICR engines?
NOTE: Not all pages of a scanned document have to contain data to OCR.
100%
Overestimating this percentage could greatly increase the number of
cores/pvus needed.
8. Will documents be exported to a repository? Choose
9. What is the Target Repository? Choose
10. To what format will documents be exported? Choose
11. Will Taskmaster Web be used as part of this Solution? Choose
12. Estimate the number of concurrent Taskmaster Web clients. 0
13. For how many days will data, documents, and support files be retained in the
7 days
capture system after they are exported?
14. Are you proposing IBM Classification Module as part of the Datacap solution? Choose

IBM/Customer Confidential when completed Page 4

 Section B: Optional Taskmaster Vscan Actions

1. How many hours per day will file import take place? 8:00AM-5:00PM
2. How many documents are imported per day? 1

3. What is the percentage for each type of file format for imported document? Office 0%

PDF 0%

TIFF 0%

JPEG 0%
4. What is the average number of pages per document for imported documents? 2
5. What is the average document size (KB) 200KB
This is the document size, not the page size.

5a. Estimate the average number of properties. 10

6. When will document background processing take place? Choose
7. How many hours after Import Time will background processing take place, if
6
any?
8. What percentage of pages will be processed by OCR or ICR engines?
NOTE: Not all pages of a scanned document have to contain data to OCR.
100%
Overestimating this percentage could greatly increase the number of
cores/pvus needed.
9. Will documents be exported to a repository? Choose
10. What is the Target Repository? Choose
11. To what format will documents be exported? Choose
12. Will Taskmaster Web be used as part of this Solution? Choose
13. Estimate the number of concurrent Taskmaster Web clients. 0
14. For how many days will data, documents, and support files be retained in the
7 days
capture system after they are exported?
15. Are you proposing IBM Classification Module as part of the Datacap solution? Choose

IBM/Customer Confidential when completed Page 5

 Section C: Optional Email Connector
Only complete this section if you are actively proposing the Datacap Email Connector solution.

Choose the Target Email System: Choose

1. How many hours per day will Email capture take place? 7:00AM-7:00PM
2. How many Emails are captured per day? 1
3. What percentage of Emails have attachments? 30%
4. What is the average Email size (KB)?
40KB

5. What is the average attachment size (KB)? 200KB

This is the document size, not the page size.

5a. Estimate the average number of properties. 10

6. What is the percentage for each type of file format for attachments? Office 0%

PDF 0%

TIFF 0%

JPEG 0%
7. What is the average number of pages per document for imported documents? 2
8. When will background processing take place? Choose
9. How many hours after Capture Time will background processing take place, if
6
any?
10. Will Emails be processed by OCR or ICR engines? Choose
11. Will Attachments be processed by OCR or ICR engines? Choose
12. What percentage of attachment pages will be processed by OCR or ICR
engines?
NOTE: Not all pages of attached documents have to contain data to OCR. 100%
Overestimating this percentage could greatly increase the number of
cores/pvus needed.
13. Will emails/attachments be exported to a repository? Choose
14. What is the Target Repository? Choose
15. To what format will emails/attachments be exported? Choose
16. Will Taskmaster Web be used as part of this Solution? Choose
17. Estimate the number of concurrent Taskmaster Web clients. 0
18. For how many days will data, documents, and support files be retained in the
7 days
capture system after they are exported?
19. Are you proposing IBM Classification Module as part of the Datacap solution? Choose

Section D: Additional Comments

Enter any additional comments in the space provided below.

IBM/Customer Confidential when completed Page 6

 USE THIS AREA TO GIVE DETAILS THAT MAY BE VALUABLE TO THE TECHLINE SIZING
SPECIAIST PROVIDING YOUR SIZING ESTIMATE.

YOUR SIZING ESTIMATE IS ONLY AS GOOD AS THE INFORMATION YOU PROVIDE.

Please remember to attach the completed work products to your response to Techline. A Techline specialist will be
contacting you shortly to discuss your request.

IBM/Customer Confidential when completed Page 7