Applied Excellence

Fresh ProjectCollaboration Project Management

Utilizing Alfresco Enterprise 3.3

Mike Mahon, President, mike@ziaconsulting.com

Applied Excellence

• Introductions

• Zia Consulting Overview

• Fresh Project Slide Presentation

• Fresh Project Demo

• Q & A

Agenda

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Who is Zia?A firm with deep technical expertise and strategic insight, coupled with our Agile software delivery methodology, provides numerous benefits to our

customers:

Benefits• Achieve ROI by delivering improved operational efficiencies

• Boost productivity by creating collaborative work environments

• Maintain access and control of information through the enterprise

• Allow employees to find the information they need, when they need it

• Increase end-user adoption

• Agile training by using Zia methodology and Rally tools

• Raving fan customers

Professional Qualifications• Highly-experienced senior staff consisting of Business Analysts,

Enterprise Architects, Software Engineers and Data Architects

• Alfresco Professional Services Partner

• IBM Partner

• Kofax Partner

Our Partners

Applied ExcellenceEnterprise Content Management (ECM)

Enterprise 2.0 Solutions

Enterprise Mobile Applications

At its heart, our Agile-based methodology is centered on a close collaborative approach to maximizing value for our customers. Constant client communication is necessary to ensure that each development iteration addresses features with the highest business value, even if those features were unknown at the launch of the project.

Zia’s Agile Solution Methodology

Mobile workforce enablement is an increasing trend for Zia’s enterprise customers. Zia’s Fresh Docs ECM application is available for iPhone, iPad and Android platforms. The newly released Fresh Xpense application is a simple expense and receipt capture tool for the iPhone that integrates with Xpenser.com.

The focus of technology should always be on people. Zia enables our customers to gain tremendous competitive advantage by allowing their team to collaborate more effectively, respond more quickly to changes, and make better decisions. Adopters of Enterprise 2.0 solutions will find they have a more productive, engaged and informed team.

An ECM is a cultivation of knowledge -- one of the most valuable assets to any organization. A proper ECM system ensures content has integrity through proper version control, allows producers to easily create content and publish it to a variety of mediums, and it automates processes, streamlining the review, approval and distribution of content across an organization. Zia's ECM offerings provide all of these benefits, and more, in a manner tailored to the client's business needs.

Service Offerings

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Why Fresh Project?What problem does it solve?

• Quick Win for ECM Implementation

• Minimal IT Involvement

– Collaboration without burying IT with support requests

• Low Cost

• Scalable

• Short timeframe to install

– Upgrade to 3.3 Enterprise

– Download configured VM or run in the cloud

– Install into your existing 3.3 environment

Web-based project management and collaboration

Installed as amps in Alfresco Enterprise 3.3 Share

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Fresh ProjectKey Features

• Alfresco ECM System

• Administrator or IT access only to the template Share site

• Access control defined by group and user

• Project Management Institute PMI-based

• Configurable UI for Site Dashboard

• Project and Portfolio Status Dashlets

• Data list project tracking

• Social Collaboration

Applied ExcellenceProject Template

Configurable Project Site

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• Configurable Site Dashboard• Custom Data Lists for project tracking• Access control for groups and users managed via

custom data lists• Project Template Share Site customized by

Admin• Customized Document Library

Applied ExcellencePortfolio & Project Management

Two Rollup Dashlets To Monitor Status

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Project Site RollupShows project status for Customer XYZ Site Only

My Dashboard RollupShows portfolio status for all of My Sites

Applied ExcellencePMI-Based Folder Structure

• Configurable• Based on Software

Development Lifecycle• Consistent folder structure

allows for easy navigation of project files

• Admin can manage template folder structure based on business needs of the organization

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Applied ExcellenceFresh Project Data Lists

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• Issue Items– Situation, problem, or an activity that has happened or is happening which impacts

upon the approved Project Plan

• Risk Items– Situation, problem, or an activity that may happen which impacts upon the

approved Project Plan

• Action Items– Task to be documented, tracked, and completed by a project staff member

• Change Requests– Vehicle for communicating change to a project plan

• Project Status– Key parameters to track the health of a project

Applied ExcellenceGroup and User Management

Two Custom Data Lists manage access to template-based sites

Group Access DashletAllows Admin to manage group access and role to project template based sites

User Access DashletAllows Admin to manage individual access and role to project template based sites

Applied ExcellenceZia Custom SearchIn Context or Highlighted Search

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Fresh Project Demo

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Questions & Answers

Sales303.443.4004 x203

sales@ziaconsulting.com

http://www.ziaconsulting.com/home/freshproject/