aiim info 2011 increasing mobile worker productivity
TRANSCRIPT
Applied Excellence
Increasing Worker Productivity with ECM & Collaborative PM on the iPad, iPhone & Android
Phones
Mike Mahon, CEO & President, [email protected]
Office: 303.443.4004 x203 Cell: 720.289.7424
Cengiz Satir, Manager CM Products & Strategy [email protected]
IBM Enterprise Content Management
Use CMIS & Standards for Mobile
Who Cares? Mobile ECM Apps – Free Tools
Strategy to Increase Mobile Productivity
ECM Wins Mobile Wins Integration Wins
CMIS-based tools Edit Tools Technology to tie in your App to your ECM
CMIS is an easy to learn standard Connects to most ECM systems Similar to SQL, easy transition Proven out on IBM, Alfresco, OpenText,
etc. Use REST, SOAP for other Communication
Choose Projects Wisely Get a win!
Leverage Existing IT Assets and Skills Use an ESB
Creatively Problem Solve
Presentation Goals
© Zia Consulting, 2011
Applied Excellence
Does this really matter?
The context of content management today
• Content access anywhere• Access and security• Workflows & business process• Content reuse / repurposing• Archival & records management• Federated searching • Content lifecycles & single
sourcing
• Information is immediate• Collaborative,
ad-hoc processes• Work is knowledge intensive • Content is essential for decision
making• Outcomes are sustained• Relies on smart people
• Mobile social and content-centric apps (CMIS)
• Content management• Web content management• Mobile content access• Messaging, file management• Comprehensive document
management• Social collaboration• Office collaboration
CChallengesSolution
PPatterns
KEY: Content awareness and action measured in hours to minutes
KEY: Dynamic, cross-enterprise access, management and control
KEY: Integrated solutions to enable swift, collaborative outcomes
Global business is becoming more social
Solve problems in the workplace through experience-based advice; stay current and learn what my peers
know.
64%
Make better decisions based on insights from like-minded professionals.1
55%Sources: 1. Toolbox.com/PJA Social Media Index, August 2010. 2. Wikipedia, December 2010. http://en.wikipedia.org/wiki/List_of_countries_by_population
Source: IDC, August 2009
Source: Information Week - The Growth Imperative, September, 2010
41.8% CAGR 2008-2013
Which Web Technologies Are Being Adopted By Your Company
“Social content …. is the fastest-growing category of new content in the enterprise.”
— Gartner
Benefits of the social transformation
“Social media has shifted control of the corporate message away from the organization and towards consumers and other stakeholders, and running away and hiding is no longer the safe option.”
Burson-Marsteller“The Global Social Media Check-up,” February 2010
Source: 1. “How companies are benefiting from Web 2.0”: McKinsey Global Survey Results, September 2009
69%Of workers report their companies have
gained measurable business benefits,including:– More innovative products and
services
– More effective marketing
– Better access to knowledge
– Lower cost of doing business
– Higher revenues1
People are transforming the way they interact and the way they work, driving real business results:
Marketing: challenged with locating subject matter experts
Organizations: paralyzed by security and governance concerns
Human resources: difficulty increasing worker effectiveness
Product development: problems managing and repurposing unstructured content
Challenges of social business + enterprise content
Social content has introduced new challenges around managing information
Intersection of social and content
Improve the strength and speed of connecting people with content
Enable the right business processes with real-time collaboration capabilities in context
Nurture adaptive and participatory communities
Provide new, efficient and cost-effective ways for people to create high value content
It is about the people, content, the work they do, and how others leverage it
Connect the right subject matter experts with content producers and consumers
Leverage the right knowledge and skills, quickly responding to market changes with relevant and accurate information
Mitigate risk by proactively managing and governing information, and intuitively extending social and collaborative content to broader enterprise content services
Leverage and extend existing investments in web, email and related applications, providing high ROI
The results:
–Lower costs
–Better insights
–Improved productivity
–Better decision making
–Improved customer satisfaction
The business value of social content
IBM Social Content Management, a different and Smarter Approach
Infrastructure and Centralized
Open and collaborative
Ad-hoc Collaboration
Community oriented
Metadata oriented
Content relevance… user tags & ratings
Inside the firewall
Inside & Outside the firewall
Document Centric
People Centric
ECM, Evolving and ExtendingAll content is equal; focus was on creating an infrastructure to store and manage everything
After Social ContentIdentify what content matters, why, and to whom, then apply the right content solution
By 2011, the world will be 10x more instrumented then it was in 2006. Internet connected devices will leap from 500M à 1 Trillion.
2005 2006 2007 2008 2009 2010 20110
200
400
600
800
1,000
1,200
1,400
1,600
1,800
Exa
byt
es
RFID,
Digital TV,
MP3 players,
Smart Phones/Devices,Digital Cameras, VoIP,
Medical imaging, Laptops,smart meters, multi-player games,
Satellite images, GPS, ATMs, Scanners,Sensors, Digital radio, DLP theaters, Telematics ,
Peer-to-peer, Email, Instant messaging, Videoconferencing,CAD/CAM, Toys, Industrial machines, Security systems, Appliances
10xgrowth in5 years
Approximately 70% of the digital universe is created by individuals, but enterprises are responsible for 85% of the security, privacy, reliability, and compliance.
Cut Costs and Improve
Employee Productivity
Reduce Costs and Risks
Reduces the cost and complexity of building ECM based applications -- unlocking content customer’s already have
Decouples Web services and content from the content management repository, enabling customers to manage content independently
Dramatically simplifies application development of common Web services and Web 2.0 interfaces
Increase Productivity
Makes finding and accessing content easier
Unlocks the full value of content
Reduces development time to integration applications with ECM Sources
Grows the ISV and developer community that provide critical customer solutions to complex business problems
The Role of CMIS in Social Content ManagementUsing Content Management Interoperability Services (CMIS) to enable applications
Applied Excellence
How do I implement a mobile ECM Strategy?
Choose Your Projects Wisely!
Contracts Management System: the official system that stores signed contracts & associated attachments
Meager search capability
Nightly Server Reboots
1 of 14 disconnectedDoc Mgmt systems
Poor auditing &RM capability
Memory Leaks
Manual load of metadata
One security role
Poor UI
Slow Performance
Little Staff Expertise;One consulting company
© Zia Consulting, 2011
Get a Win!First Project: Contracting and Financial Records
Status: Document Mgmt Functionality Implemented in 4 months
• Implemented a New ECM System• Exceeded results of all previous
Document Management projects• 12 weeks:
• No infrastructure established before project start
• Staff learned:• New System• New Methodology
• Real-time, automated, SOA interface with PeopleSoft
© Zia Consulting, 2011
Applied Excellence
How Do I Leverage Existing Assets?
SOA and ESB!
© Zia Consulting, 2011
Applied Excellence
Typical SOA Architecture
Users: Formerly Apps and Portals,
Mobile is new Trend
Define Business Process and expose
via Service
Leverage existing IT infrastructure, web sites, mainframes, data warehouses,
etc.
Image take from Zuzel.org
© Zia Consulting, 2011
Applied Excellence
The How of an ESB!
Model, edit and design service
Register and manage Services
Image take from
Intro to Oracle ESB
Manage, adminster & Debug services
© Zia Consulting, 2011
Example of Leveraging Existing Assets:Contracting Automation – ECM Win!
Business Problem: Standardize process, improve efficiency, increase transparency Support automated contract requests, drafting, council handoff,
electronic signatures Allow city agencies to search for and retrieve information about in-
process requests and completed contracts
Document Management Needs: Multiple Work Flows
Additional Web Service Integrations with PeopleSoft
Technical Approach: Alfresco Advanced Workflow
Custom Extensions:
Status: 9 Month Project; Launched January 31st
• Workflow Web Service• Bootstrap Workflow
• Electronic Signature• Rules-Driven Task
Assignment
• Workflow Dashboard• Oracle Business
Intelligence
© Zia Consulting, 2011
Example of Leveraging Existing Assets: Procure-to-Pay (P2P) – Integration Win!
Business Problem: Automate the City’s procurement processes in PeopleSoft
Paper-based, disconnected, minimal controls
Document Management Needs: View Requisition, PO, Receipt & Contract/Financial Attachments
WITHOUT breaking delivered PeopleSoft Functionality View Invoices & Contracts
Technical Approach: Creation of Multiple Repositories
FTP Connection for Requisition, PO, Receipt & Contract/Financial Attachments
CMIS Interface to View Invoices & Contracts
Status: Document Mgmt Functionality Implemented in 4 months
© Zia Consulting, 2011
ESB
How does it all Fit together?Contracting Automation Architecture
ECMPeopleSoft Financials
Purchase Order
Bootstrap Workflow
Expenditure Contracts
5 Workflows
Revenue Contracts
4 Workflows
Scanned Paper
Signatures
Electronic Signatures
RequisitionWorkflow Initiation
Web Service
RFP Workflow
Start Advanced Workflow (Manual)
© Zia Consulting, 2011
Applied Excellence
Where does mobile come in?
Enable managers to approve ERP, Budgets, Contracts while Out.
© Zia Consulting, 2011
Applied Excellence
View All Active Workflows on iPad
Sort Active Workflow
Restrict View Access to Workflows
© Zia Consulting, 2011
Applied Excellence
View Budget Workflow on iPad
Workflow Summary and Information
Assigned users in budget workflow
© Zia Consulting, 2011
Applied Excellence
Edit Budget Workflow on iPad
Editing Fields on a workflow
© Zia Consulting, 2011
Applied Excellence
How do I expand mobile to save time and money?
Creative Problem Solving and Use Standards
© Zia Consulting, 2011
Web Project – Uses SOA, CMIS and REST 311 Online (with Attachments)
311
Denvergov.org
Business Problem: Provide citizens with a web channel to submit requests for services
Feed directly and work seamlessly with CRM System employed by 311 Call Center
Document Management Needs: Support the ability for citizens to submit attachments (forms or
supporting documentation) Provide the ability to pull up attachments within a case in CRM
Provide mechanism for downstream Work Order systems to pull up same attachments
Technical Approach: Creation of CRM Repository – metadata for case # and work order # CMIS Interface to Insert attachments into CRM, and then view them
Heavy orchestration between CRM and Alfresco
Status: Document Mgmt Functionality Implemented in weeks
© Zia Consulting, 2011
Creative Problem Solving! 311 Online iPhone App
iPhone App
Business Problem: Provide citizens with a mobile channel to submit requests for services
Work seamlessly with other 311 channels (call center and web) How do you create a mobile app when you don’t have the bench to
maintain it?
Document Management Needs: Support ability for citizens to submit attch (pictures or map images)
Provide the ability to pull up attachments within a case in CRM Provide mechanism for downstream Work Order systems to pull up
same attachments
Technical Approach: Reuse CRM Repository /CMIS Interface from 311 Online
Use Enterprise Service Bus to orchestrate AND control behavior of App Write iPhone app as “UI interpreter”, taking commands from ESB
Status: Document Mgmt Functionality REUSED from previous project© Zia Consulting, 2011
Applied Excellence
How do I leverage the existing 311 Web Home?
Submit request online
Call via 311 in the City or External #
outside
© Zia Consulting, 2011
Applied Excellence
Denver 311 Mobile iPhone Application:
Mirror What 311 Online Web App Does
Applied Excellence
Mobile Case ManagementA real world example
© Zia Consulting, 2011
Applied Excellence
Mobile Case ManagementWhat does it do?
Creates work ticket in PeopleSoft
Stores content in Alfresco
Notifies stakeholders of ticket status changes
Secure communication via Oracle Enterprise Service Bus (ESB)
© Zia Consulting, 2011
Applied Excellence
Mobile Case ManagementA living example
List of case options(think workflow or tickets)
Generated from ERP
Each case type has different information required
© Zia Consulting, 2011
Applied Excellence
Mobile Case ManagementNew Case and Status of Existing
"Report a Problem":Allows users to create a new case
Area for system generated notifications
© Zia Consulting, 2011
Applied Excellence
Mobile Case ManagementDifferent Case Options
Graffiti or Vandalism has 2 case types you can submit
Animal & Pets has 8 case types
© Zia Consulting, 2011
Applied Excellence
Mobile Case ManagementEnter Metadata and images
Enter required information for the selected case type
© Zia Consulting, 2011
Applied Excellence
Mobile Case ManagementA living example
Add geo-location information
© Zia Consulting, 2011
Applied Excellence
Mobile Case ManagementHow did it do it?
Leverage Web Services to Communicate with Mobile Device
Secure communication via Oracle Enterprise Service Bus (ESB)
CMIS is Communication Protocol between all existing systems
© Zia Consulting, 2011
What about CMIS?
Applied Excellence
© Zia Consulting, 2011
Applied Excellence
Fresh Docs Connects to Any CMIS 1.0 ECM
Can connect to any CMIS 1.0 compliant System
Alfresco Enterprise 3.3.x and IBM Filenet P8 Shown
Tested against OpenText, Nuxeo, Day, & SharePoint as well
© Zia Consulting, 2011
Applied Excellence
Search Repository
© Zia Consulting, 2011
Search “content” returns results
Applied Excellence
Edit Metadata
Changes will be stored directly in CMS Systems
Access permissions are controlled from repository
© Zia Consulting, 2011
How do I use the apps on the iPad or other tables?
Applied Excellence
© Zia Consulting, 2011
Applied Excellence
How do you edit using native apps on the iPad and save to the CMS?
Preview Doc
Send document to
Editor
Edit and Return to
Fresh Docs
© Zia Consulting, 2011
Applied Excellence
iAnnotate – iPad PDF Annotation
Comments on a PDF
Highlighted Text
© Zia Consulting, 2011
Applied Excellence
DocsToGo– iPad Office Doc Editing
Edit and Save Documents
© Zia Consulting, 2011
Applied Excellence
KeyNote: iPad Presentation Software
Build and Present
Distribute
© Zia Consulting, 2011
Applied Excellence
Questions & Answers
Mike Mahon, CEO & President, [email protected]
Office: 303.443.4004 x203 Cell: 720.289.7424
Cengiz Satir, Manager CM Products & Strategy [email protected]
Cell: 603.479.1190IBM Enterprise Content Management