fred - simple, smart and swift ecm - webinar v3.0

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Alfresco Desktop V 3.0 Make your content work Peter Morel – XeniT Sept 2014

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Page 1: Fred - Simple, Smart and Swift ECM - webinar V3.0

Alfresco Desktop V 3.0Make your content work

Peter Morel – XeniT

Sept 2014

Page 2: Fred - Simple, Smart and Swift ECM - webinar V3.0

Simple

Navigation pane Details pane Metadata pane Preview pane(multiple view modes)

Favourites & Saved Searches

Metadata Columns( selecting, sorting, column sets, …)

Viewing & Editing Simple search

Page 3: Fred - Simple, Smart and Swift ECM - webinar V3.0

Simple

• Layout familiar to the users

• Functionality design based on recognition, repetition, ...

• Convenient navigation

• Easy (pre)view of content and metadata

• Simple extended search capabilities

• No training required

Sophistication through

Simplicity

Page 4: Fred - Simple, Smart and Swift ECM - webinar V3.0

Smart

• Guides the users

• Supports corporate ECM goverance

• Provides multiple views andoverviews

• Integration with Outlook (and Lotus Notes)

• Combines the server and PC power using the installed SW

Mai

l as

link

Permissions

Cre

ate

do

cum

ent

Metadata export

Metadata validation

Wo

rkfl

ow

s

Co

nte

xt d

rive

n m

enu

’s

Processes automation

Suggesting metadataConnect to

Metadata DB

Gro

up

ing

ZoomCo

lum

n s

elec

tio

n Saved Searches

Facetted Search

Digital signature

Create PDF

Compare documents

Page 5: Fred - Simple, Smart and Swift ECM - webinar V3.0

Smart - extendable

• Example: validation of project content on a construction site

Page 6: Fred - Simple, Smart and Swift ECM - webinar V3.0

Smart - extendable

• Example: Mail routing in an organizationWorkflow Chains

Page 7: Fred - Simple, Smart and Swift ECM - webinar V3.0

Swift

• Super fast browsing and search• Persistant local caching of metadata

• Works the same way from anywhere

• Remembers where you left

• Personalisation

• Fast and extended search

• Many handy features making it fast to use

FavoritesSave

d S

earc

hes

Documents I’m Editing

Zip

file

s Drag & Drop folders to Alfresco

Exp

ort

met

adat

aAutocompletion

Save views

Page 8: Fred - Simple, Smart and Swift ECM - webinar V3.0

If you want to build an ECM culture in your company and let your organization become an ECM champion

make sure your ECM is Simple, Smart and Swift

Page 9: Fred - Simple, Smart and Swift ECM - webinar V3.0

Start using

and Fun to use

it is Simple, Smart and Swift

Page 10: Fred - Simple, Smart and Swift ECM - webinar V3.0

Super fast browser – Everywhere!

Fred customer with main office in Belgium and offices at West Coast

“This is a wonderful tool! I was able to successfully browse through the directories, open existing documents and create and edit new documents with very little difficulty. It is surprisingly responsive. The first launch is a little slow as expected, but after the initial launch the performance was excellent - much faster than I expected. This will be very useful.”

Angela from the West Coast

January 22, 2015 11

Page 11: Fred - Simple, Smart and Swift ECM - webinar V3.0

Some customers

January 22, 2015 12

Insurance Hospital Government

GovernmentIndustry Government

Government

HospitalityFinanceOil and material trading

Construction

Industry Finance

Government

Page 12: Fred - Simple, Smart and Swift ECM - webinar V3.0

Fred’s been travelling in the world

January 22, 2015 13

Visit http://www.xenit.eu/fred and register for a free trial

or send your questions to [email protected]

Page 13: Fred - Simple, Smart and Swift ECM - webinar V3.0

What’s new in Fred 3.0

Page 14: Fred - Simple, Smart and Swift ECM - webinar V3.0

Taking content on the road - Read

Page 15: Fred - Simple, Smart and Swift ECM - webinar V3.0

Metadata auto completion

Page 16: Fred - Simple, Smart and Swift ECM - webinar V3.0

Exporting metadata for reporting

Page 17: Fred - Simple, Smart and Swift ECM - webinar V3.0

Enhanced preview

Page 18: Fred - Simple, Smart and Swift ECM - webinar V3.0

Enhanced Favorites

Personalised repository

Page 19: Fred - Simple, Smart and Swift ECM - webinar V3.0

Printing documents

Page 20: Fred - Simple, Smart and Swift ECM - webinar V3.0

Enhanced search feedback

Page 21: Fred - Simple, Smart and Swift ECM - webinar V3.0

What is coming up

• Fred 3.1 – Nov 2014• Off-line sync – write mode

• + new features in different area’s

• Fred 3.2 – Jan 2014• + new features in different area’s

More information on

http://www.xenit.eu/fred/release-history

Page 22: Fred - Simple, Smart and Swift ECM - webinar V3.0

What is coming up

• More auto completion support

• Workflow enhancements: ex filtering on tasks

• Mass metadata update

• More client configurations pushed from the server side

• Search grouping: enable totals of numeric fields

• Saved search: add grouping configuration

• Application demonstration: invoice approval process

Page 23: Fred - Simple, Smart and Swift ECM - webinar V3.0

bringing ECM closer to you