Solving your Legacy ECM Dilemma

Ryan McVeighVice PresidentZia Consulting

• What’s the Problem?• Alfresco for the Enterprise• Why Zia?• Introducing WeWebU• The OpenWorkdesk Solution

Today’s AgendaToday’s Agenda

• 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?

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?

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

• Solutions from Paper to Mobile• Enterprise Content Management• Intelligent Document Capture• UI/Portal Solutions• Enterprise Integration• Enterprise Mobility

Why Zia?Why Zia?

MobileMobile

Content AnywhereContent Anywhere

Partnerships…Partnerships…

MobileMobile

and Products.and Products.

For Your OrganizationFor Your Organization

andANNOUNCING…

andANNOUNCING…

Deployment Anywhere, Solutions Here

Deployment Anywhere, Solutions Here

Enterprise Mobile CMSEnterprise Mobile CMS

• Alfresco Mobile• Fresh Docs • Mobile Workdesk

• ECM/BPM Consulting Pedigree• Now a leading ISV:

• OpenWorkdesk• ZIDI

• And introducing – MobileWorkdesk• IBM • + • +

Introducing WeWebUIntroducing WeWebU

Finance Insurance Government and more...

Transactional Content ManagementTransactional Content Management

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

• 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?

• 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

A Picture is Worth….A Picture is Worth….

Actually it’s two problems:•Co-Habitating•MigratingThe OpenWorkdesk Solution•CMIS•And Much More

So about that ProblemSo about that Problem

Content Management Interoperability Services

Content Management Interoperability Services

• May 2010• Broad Industry

Support – EMC, Microsoft, IBM, Alfresco

• Over 50 Product Implementations• Repositories• Clients

The CMIS SolutionThe CMIS Solution

• 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…

• 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?

Back to our SolutionBack to our Solution

• 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

• 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

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

OpenWorkdesk – Ease of Use (2)• Context-sensitive menus

accessed by right mouse-click

• Context-sensitive help and tool-tips

OpenWorkdesk – Data Hygiene

Field managerAutomatic validation of input

Automatic formatting of data fields

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

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

OpenWorkdesk – Adding Multiple Documents via Drag & Drop

• Drag & drop from Windows Explorer to OpenWorkdesk

OpenWorkdesk – Bulk Indexing with Parallel Viewing

• Fast indexing of a batch of documents• Inheritance of metadata from one document to the next

OpenWorkdesk – Semi-Virtual Folders (1)

• Build folder structure based on metadata

• Inheritance of metadata from top knot to added documents

OpenWorkdesk – Semi-Virtual Folders (2)

• Build folder structure based on metadata

• Structured access based on these folders

OpenWorkdesk – Ajax Data Grid

• Inline-editing of metadata

• Thumbnail views

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

OpenWorkdesk – BPM Virtual Group Boxes

• Simple, flexible routing of work items (1)

OpenWorkdesk – BPM Virtual Group Boxes

• Simple, flexible routing of work items (2)

OpenWorkdesk – BPM Virtual Group Boxes

• Overview for e.g. managers or call-center agents with search function

Plugin to Launch a Workflow with a Document (1)

Plugin to Launch a Workflow with a Document (2)

Graphical Configuration Tool with Integrated Help

• 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?

Questions?Ryan McVeigh

VP, Zia Consultingryan@ziaconsulting.com