Barbara Lemke Solutions Engineer Alfresco Business Solutions

Alfresco Stockholm Meetup Workdesk

The open platform for�business-critical content management and collaboration.

The open platform for�business-critical content management and collaboration.

Alfresco Workdesk streamlines

business-critical document processes " loan origination insurance claims customer invoices legal contracts government records

Document Management in their global M&A-business on Alfresco for 150 users – further rollout planned to 1.000 users

1.  Largest German savings bank w/ 5000+ users

2.  100 different business processes in a private cloud environment for 20+ savings banks

(Swiss accident insurance) : Processing of incoming mail (insurance claims) for 2.500 users

Deal management application in global investment banking – 3.000 users in 50+ countries

Migration of mission critical legacy ECM system to Alfresco – 800 users

WW #1 High Tech

What makes Workdesk different?

1.  Management of BUSINESS-roles •  vs. just access control in Share�

2.  VIRTUAL FOLDERS and views

•  Context: users see just what they need to work on, when they need to work on it (content & actions)

3.  CONFIGURATION instead of coding •  Configure Workdesk to your business requirements�

Adaptable business applications

On the device of choice Alfresco Workdesk

•  With any web browser •  Focus on usability (508

compliance)

Alfresco Office Workdesk •  From the desktop within client

applications •  MS Word, Adobe Acrobat, etc.

Alfresco Mobile Workdesk

•  With iOS devices

On the ECM system of choice

Alfresco Workdesk delivers more value �much faster than ever before

the cost�the time� •  Avoid heavy customizations of Share •  Reduce implementation costs •  Lower project risks •  Get a better project done faster

Alfresco Workdesk

BP

M

HR

Access R

ights

Business R

oles

eFile Module (H

R)

Custo- mers

Claims

R2

Business View & Need

Business Users

eFile Module (C

laims)

eFile Module (C

ustomers)

BP

M M

odule D

ifferent Module Instances

From Technical to Business View Technical

View

Transactional Content Applications

•  Financial services •  Insurance •  Public sector

Case Management •  Incorporate Activiti as needed •  Virtual folders •  Business-roles based

Federated scenarios with legacy repositories •  Smooth migration from legacy repositories

Alfresco Workdesk

Legacy ECM Repository

Legacy Business Application

Smooth Migration:�Old Client/Server to Web/Cloud

Data Migration -  Phased over months - To Cloud or On Premise

Business-role management Web-UI with cutting-edge usability •  Accessibility (Section 508 compliant) •  Zero installation •  Drag and Drop

Productivity enhancing features •  E-Mail integration •  Bulk operations •  Mass operations •  In-line editing of meta data

Add-Ons •  Direct editing of MS Office and pdf •  Thumbnail generation •  Advanced Viewing�

Alfresco Workdesk

Alfresco Office Workdesk

•  Direct access to content and meta data

•  No other UI needed •  No client installation •  Support of various

combinations of applications and Windows OS

The Power of Workdesk for Desktop Applications

Alfresco Mobile Workdesk Dedicated App for iOS

devices Business role concept

•  App looks and behaves differently for different user groups

•  Concentration on relevant information

•  No need for different apps

Existing Mobile ECM Apps –�One Size fits all Approach

Repository

Business Users

HR

Customers

Claims

MobileWorkdesk Server

Personalization

Business R

oles

Mobile Workdesk – Custom flavors of just one app

Repository

Business Users

Test Mobile Workdesk! Get the App from �

Apple App Store •  Pre wired to demo

server •  Ready to test

http://bit.ly/get_amwd

Difference to Alfresco Share and Mobile Workdesk, Office Workdesk, Mobile Workdesk

Alfresco Share, Alfresco Mobile

Description Suite of applications for the creation of business critical content centric applications (using several different ECM repositories)

General purpose clients for Alfresco

Main concept

Applications for different user groups are created by a combination of configuration and business roles. Development framework for customer specific enhancements.

Different user groups can access content (and simple processes) organized in "sites". Users have different access rights grouped in roles.

Main purpose Business Applications, Transactional Content management, eFile-management, Case Management

Collaboration, Document Management

Main Benefit Fast realization of customer specific business application with no or little coding.

Fast realization of collaboration sites with pre-defined document model and user roles.

Examples

Customer folders, human resources application, claims management, contract management, invoice verification, custom applications

Creation of marketing material, collecting information, project documentation, temporary document storage

„… decided for Alfresco Workdesk because this solution convinced technical as well as functional. Alfresco Workdesk is highly scalable and flexible.”

„ Alfresco Workdesk is a solution that meets the demands of our users and an application platform that contributes to raising our employee’s productivity and also provides the optimal support of our business processes.“

„Using Alfresco Workdesk cuts the time required to support a project to approximately one third. As the current process now includes preparing documents for long term storage and records management, the full savings impact is even greater.“

“… we can not only guarantee highest quality but also achieve shorter mail delivery and processing times leading to a significant increase in productivity, customer satisfaction, and over all lower processing costs.“

US power plant

What is your�business-critical content challenge?

alfresco.com