[Webinar] Case management with the Nuxeo Plattform - 09.10 - EN

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Every case management application is different, just like every organization that routes a case through a particular process has different requirements. Routing a mortgage application in a financial services company is very different from routing an insurance claim or routing product proposals in a highly regulated environment. With the Nuxeo Platform, you can build the case management application that adapts to your business context in a fraction of the time it would take to develop a solution on your own. You can get a working prototype running in days or weeks, by using Nuxeo Studio to define your business content models, permission sets, and workflows.

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Content Management PlatformFor Business Applications/

Brendan CoveneyThibaud Arguillere

Case Management with the Nuxeo Platform

Wednesday, September 11, 13

What is Case Management?

2

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What is a Case?

3

Information that aids the resolution of an issue

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Where do cases come from?

• Physical Documents

• Emails

• Data Entry

• Other Systems

• Twitter and other social collaboration networks

• Other

4

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What is Case Management?

5

A “case” is any project, transaction, service or response that is “opened” and “closed” over a period of time to achieve

resolution of a problem, claim, request, proposal, development or other complex activity. It is likely to involve multiple persons

inside and outside of the organization, with varying relationships to each other, as well as multiple documents and messages.

http://www.aiim.org/What-is-Case-Management

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What is Case Management?

6

Creating, ingesting, routing, collaborating on, maintaining and

managing cases and their associated processes

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What is Case Management?

7

Getting the right information to the right people at the right time so they can

make the right decisions

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How does Nuxeo help?

8

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Nuxeo, the Company

9

Nuxeo supports customers in creating, building, maintaining, deploying and

operating business applications

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A Case Management Platform

10

Case storageRelationsVersions

Templates

IndexingSearch

Web UIMobile UIFormsWidgetsGadgets

WorkflowLifecycleRetention

Security Authentication

Audit

CommentsAnnotations

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The Nuxeo Platform Approach

Nuxeo Platform100% Open Source Content Management Platform

Content Application PlatformA packaged development framework for building

content-centric applications

YOUR CONTENT-CENTRIC APPLICATION

Document ManagementManage structured and unstructured content and

document repositories

Case ManagementManage document-based business processes

(ex: claims and invoices processing)

Digital Asset ManagementManage and publish collections of digital assets

including images, audio, and video

Nuxeo Connect SubscriptionServices for Dev & Ops

MaintenanceHot Fixes and Service Packs, automated maintenance tools

Tech SupportDifferent Service Level Agreements

scaled for project criticality

Nuxeo IDEIDE integrating with Studio to

extend the Platform

Nuxeo StudioOnline Customization and Configuration

Toolset

Nuxeo MarketplaceOnline marketplace for plugins,

solutions and templates for the Platform Develop, Build, Extend, Configure, Package

Social CollaborationCollaborate and share with your teams

and communities in a social environment

Trai

ning

Ser

vice

s +

Prof

essi

onal

Ser

vice

s

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The Nuxeo Platform Approach

12

Wednesday, September 11, 13

Demo

13

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Nuxeo Case Management

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• Flexible Case Creation

• Ingestion

• Routing

• Queues

• Events, Alerts and Escalations

• Auditing and Reporting

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What is Case Management?

15

Getting the right information to the right people at the right time so they can

make the right decisions

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Nuxeo Studio

A Platform for Content Applications

16

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Key Features

• Case Definition

• Content Views & Form Design

• Case Routing

• Content Automation, Content Transformation

• Tab Configuration

• Search form design and composition

• Vocabulary Management (for controlled list of choices)

• Application Branding

• Email Templating

• User and Groups configuration

• Widget Configuration

17

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Benefits

• Develop Faster: start fast, reuse

• Focus on your model and business logic, not on plumbing

• Deploy & Update Easily on your various platforms thanks to the Update Center & Nuxeo Marketplace

• Protect your investment: Forward Compatibility Guaranteed! No more upgrades that break your customization work

19

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APIs• Native REST API for CRUD functions in the repository

• All Cases can be read/updated using a JSON representation (making it easy to consume from any language, including browser-based JS)

• Object representation customized using Adapters

• Content Automation: high-level API to define business logic by assembling Operations

• An Operation is a unit of business logic doing some work (fetch document, change property, snapshot, move, etc.)

• Operations can be contributed by plugins (in addition to the 150+ built-in)

• Operations are grouped into Automation Chains for creating complex logic

• Content Automation operations and chains are offered as part of the REST API, forming an extensible API to the platform

• Any feature of the UI is available through the REST API20

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What is Case Management?

21

Getting the right information to the right people at the right time so they can

make the right decisions

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Questions?

22

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What’s Next?

23

Upcoming Webinars

• Building Applications with the Nuxeo Platform for a Real Estate Group - with customer Vilogia• Tuesday, Sept 17

• Using Vaadin to Integrate Nuxeo and Liferay - with partner Océane Consulting• Tuesday, Sept 24

www.nuxeo.com/webinars

NUXEOWORLD.COM/REGISTER

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Thank You!

24

Brendan Coveney - GM, Americas and APACPhone: (+1) 408-506-8630e-mail: bcoveney@nuxeo.comFollow me: @bcoveney

Thibaud Arguillere - Sales Engineere-mail: targuillere@nuxeo.comFollow me: @ThibArg

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