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TRANSCRIPT
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Solving your Legacy ECM Dilemma
Ryan McVeighVice PresidentZia Consulting
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• What’s the Problem?• Alfresco for the Enterprise• Why Zia?• Introducing WeWebU• The OpenWorkdesk Solution
Today’s AgendaToday’s Agenda
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• You want something newer, better, stronger, faster, cheaper (or more open!).
BUT…• It’s (often) hard to migrate. It’s (often)
expensive to migrate. AND…
• First time enterprise-wide technology deployments are most likely to fail.
What’s the Problem?What’s the Problem?
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Did you know?•44% of SharePoint Enterprises are also using additional ECM systems
Actually it’s two problems:•Co-Habitating•Migrating
What’s the Problem?What’s the Problem?
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Document ManagementCapture, share & retain corporate content,
including documents, video, images &
graphics files
Records ManagementEnsure governance, compliance and
retention of company or government
records
Web Content ServicesAuthor, collaborate & publish to Drupal,
Liferay, JBoss Portal or your custom web app
Enterprise CollaborationCreate, share, collaborate, iterate & discuss
content. Then publish to social channels.
Open Source PlatformBuild content-rich apps and websites using
RESTful APIs or Java & open standards like
CMIS & JSR 168
Open Source ENTERPRISE Content Management
Open Source ENTERPRISE Content Management
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• Solutions from Paper to Mobile• Enterprise Content Management• Intelligent Document Capture• UI/Portal Solutions• Enterprise Integration• Enterprise Mobility
Why Zia?Why Zia?
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MobileMobile
Content AnywhereContent Anywhere
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Partnerships…Partnerships…
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MobileMobile
and Products.and Products.
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For Your OrganizationFor Your Organization
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andANNOUNCING…
andANNOUNCING…
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Deployment Anywhere, Solutions Here
Deployment Anywhere, Solutions Here
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Enterprise Mobile CMSEnterprise Mobile CMS
• Alfresco Mobile• Fresh Docs • Mobile Workdesk
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• ECM/BPM Consulting Pedigree• Now a leading ISV:
• OpenWorkdesk• ZIDI
• And introducing – MobileWorkdesk• IBM • + • +
Introducing WeWebUIntroducing WeWebU
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Finance Insurance Government and more...
Transactional Content ManagementTransactional Content Management
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Introducing OpenWorkdeskIntroducing OpenWorkdesk
• Feature rich suite of applications on top of
– All IBM ECM repositories
– compliant repositories
• Key concepts– Advanced eFile Management– Case Management– Different views on information
• Tailorable• Role dependent
– Configuration vs. coding
• Web-UI with cutting-edge usability– Accessibility (508 compliant)– Zero installation
• Advanced Viewing
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• Zero Installation on Client• Seamless Integration with Office
• Search, Edit• Check-In/Check-Out• Create & Index
• Broad version support• Office 2003, Office 2007, Office
2010• Broad product support
• Word, Excel, PowerPoint, Outlook, Visio, Scanning
• Support for other applications• E.g. Adobe Acrobat X, OpenOffice,
LibreOffice• Multi-Language Support
• English, German, others upon request
What’s a ZIDI?What’s a ZIDI?
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• Designed for 1000s of users and millions of documents
• For your ECM Repository:• IBM FileNet• IBM CM8• Alfresco• EMC Documentum• Open Text
• Unique App + Server Approach• Personalized content• Central administration and
configuration• Server pushes additional
business logic to the app
MobileWorkdeskEnterprise Mobile CMS
MobileWorkdeskEnterprise Mobile CMS
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A Picture is Worth….A Picture is Worth….
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Actually it’s two problems:•Co-Habitating•MigratingThe OpenWorkdesk Solution•CMIS•And Much More
So about that ProblemSo about that Problem
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Content Management Interoperability Services
Content Management Interoperability Services
• May 2010• Broad Industry
Support – EMC, Microsoft, IBM, Alfresco
• Over 50 Product Implementations• Repositories• Clients
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The CMIS SolutionThe CMIS Solution
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• Deep integration to IBM ECM Platform via Native API’s • IBM FileNet P8 Content Manager• IBM FileNet IS• IBM Content Manager 8• IBM Content Manager on Demand• IBM FileNet P8 BPM
• Strategic Partnership with Alfresco• CMIS+• Activiti• Cloud Alignment
More than just CMIS…More than just CMIS…
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• Microsoft did not deliver CMIS compliance with SharePoint 2010
• In July 2012 - Microsoft reached out to WeWebU, Zia (and other CMIS TC members) to work together on the CMIS compliance of SharePoint 2013
• WeWebU will test OpenWorkdesk against a pre-release of SharePoint 2013 in the upcoming weeks
• OpenWorkdesk will support co-existence (and migration) scenarios of Alfresco and SharePoint
What about SharePoint?What about SharePoint?
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Back to our SolutionBack to our Solution
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• Native support for IBM content repositories - IBM FileNet IS, FileNet P8, IBM Content Manager, IBM CMoD…
• CMIS+ support for Alfresco• CMIS support for EMC Documentum, SharePoint*,
etc…
• Separation of investments in ECM back-end and investments in ECM front-end
• Minimization of risk in migration projects, smooth migration path
The OpenWorkdesk SolutionThe OpenWorkdesk Solution
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• Product (via Project)• Roadmap and release plan• Documentation and Training for users,
administrators and developers• Developer tool-kit
• Enterprise Architecture• Implementation of the reference architecture of
IBM/FileNet• Layer-model, object-oriented, J2EE• Browser-based front-end, no client installation• Highly scalable with optimized performance
Why OpenWorkdeskWhy OpenWorkdesk
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OpenWorkdesk – Ease of Use (1)
• Integrated clipboard, similar to office applications and Windows Explorer
• Automatic creation of file structures by means of virtual or physical folders
• Keyboard shortcuts
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OpenWorkdesk – Ease of Use (2)• Context-sensitive menus
accessed by right mouse-click
• Context-sensitive help and tool-tips
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OpenWorkdesk – Data Hygiene
Field managerAutomatic validation of input
Automatic formatting of data fields
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OpenWorkdesk – Role Management
• Innovative role management facilitates implementation of applications for different user groups
• The user always gets exact those functions he needs.• The user starts working in the right context.
User AUser A
User BUser B
User CUser C
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OpenWorkdesk – Multitenancy• Several designs can be used at the same time• Tenant-dependent administration• Separated storage of documents and metadata depending on the tenant Enterprise-wide solutions need just 1 deployment!
ONE Deployment
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OpenWorkdesk – Adding Multiple Documents via Drag & Drop
• Drag & drop from Windows Explorer to OpenWorkdesk
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OpenWorkdesk – Bulk Indexing with Parallel Viewing
• Fast indexing of a batch of documents• Inheritance of metadata from one document to the next
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OpenWorkdesk – Semi-Virtual Folders (1)
• Build folder structure based on metadata
• Inheritance of metadata from top knot to added documents
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OpenWorkdesk – Semi-Virtual Folders (2)
• Build folder structure based on metadata
• Structured access based on these folders
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OpenWorkdesk – Ajax Data Grid
• Inline-editing of metadata
• Thumbnail views
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OpenWorkdesk – BPM Fast Processing
• Pull-function for work items• Routing of work items through priorities • Direct Access on documents and metadata from result lists• Direct access on eFile management from work item• Bulk processing of work items
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OpenWorkdesk – BPM Virtual Group Boxes
• Simple, flexible routing of work items (1)
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OpenWorkdesk – BPM Virtual Group Boxes
• Simple, flexible routing of work items (2)
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OpenWorkdesk – BPM Virtual Group Boxes
• Overview for e.g. managers or call-center agents with search function
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Plugin to Launch a Workflow with a Document (1)
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Plugin to Launch a Workflow with a Document (2)
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Graphical Configuration Tool with Integrated Help
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• Financial Documents• Credit Applications• Loan Applications• Change/Exemption Orders
• Case Management• Customer Folders (Bank, Insurance, etc…)• Deal Management (Investment Banking, etc…)• Employee dossiers
• Government Documents• Birth / Death certificates • Change of address forms• Document Applications
Where OpenWorkdesk?Where OpenWorkdesk?