alfresco lunch & learn by zia may 2011
TRANSCRIPT
Lunch & Learn Washington, DC
Mike Mahon, President, [email protected] Cell: 720.289.7424
Pat Myers, VP, [email protected]
Eric Harper, Director, [email protected]
Agenda
• Zia Overview
• Solutions
• Document Scan & Email Archival for Small Departments
• RFP Management in Share Overview
• Mobile Enablement with CMIS & Alfresco
• Agile Workflow
• Use Alfresco like a Share Drive
• Large Scale Scanning (Mailroom automation)
• Tie it Together
• Q & A
Who is Zia?A firm with deep technical expertise & strategic insight, coupled with our Agile software 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, accredited senior staff consisting of Business Analysts,
Enterprise Architects, Software Engineers and Data Architects
• Platinum Alfresco Professional Services & OEM Partner
• Platinum Ephesoft Partner
• Alfresco Partner of The Year Award for Best Project Implementation with Denver
• IBM Partner
Our Partners
Enterprise 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
Why choose Alfresco?Open Source & Open Standards!
Cost
Users Development and Support
Technical
Easy to Use Integration with existing work ‘metaphors’ Secure
Developer Availability - XML and Spring Open Source – leverage the work of others Availability of qualified Professional Services
Direct Cost Savings Socket-based Licensing Built-in Web Service support Indirect Cost Savings
Productivity Simplicity
Perfect Fit for our Technical Goals Features to solve our complex integration
needs Proven ability to Scale Commodity Hardware Support for Virtualization
Fresh Capture:
Catch and Release Tool for Scanned Docs, Emails & Records
Archive and Store Email & Attachments
Intelligent Document Capture
Work through a capture queue and assign metadata
Release into Alfresco and store as a record
Search ResultsSearch locations, sort by relevance, metadata and index
information results
Social Content Use Case:
RFP Management using Zia’s Simple Workflow Tool
Site DashboardRecent activity, Project Status, Colleagues
Site DashboardMy Tasks
RFP Collaboration
RFP Collaboration
RFP Collaboration
Fresh Docs: Mobile ECM
Easily skinned for your organization
Mobile Browse and Search iPad and iPhone
Email PDF
Customized and Branded Experience
Customizable and Branded experience to access your ECM on Tablet and Mobile Devices
Agile Workflow Solution:
Biz Processes defined in workflow can be difficult to define, implement and adopt
Agile Workflow with Fresh Process:What does it do?
Pre-packaged Workflow Processes built into system
Securely Integrates with CRM & Business Systems
Rules-driven Task Assignment & Easily Customized Metadata
Dashboard of real-time view of all contracts, cases and policies
Business Intelligence Integration
Electronic Signatures
Contract Automation Architecturewith Fresh Process
AlfrescoBusiness & CRM
Integration
Purchase Order
Bootstrap Workflow
Expenditure Contracts
5 Workflows
Revenue Contracts
4 Workflows
Scanned Paper
Signatures
Electronic Signatures
Requisition
Workflow Initiation Web Service
RFP Workflow
Start Advanced Workflow (Manual)
Start Contract Workflow
Review Contract Request Task
Fast forward to Vendor Signature Task
Process Dashboard
Contract Approval Task (with Electronic Signature)
How do I connect to a remote repository like a network drive?
Use a CMIS Client like Adobe Drive to connect
Securely Connect to Your Remote Servers
Use Alfresco Like Your Share Drive
Servers are shown connected in Finder or as Mapped Drive on
Windows
Check-in/Check-out
Leverage Folder-based rules to extend functionality and map current
processes
Large Scale Mailroom Automation with Alfresco and Ephesoft
Ephesoft: Intelligent Document Capture
• Content Classification and Separation• No Separator Sheets, no Barcode
• Classify correspondence or letters
• Advanced Extraction
• Fixed Form or Free Form extraction• Fuzzy Database-document matching
• Runs on Cloud and Data Centers• Web-based User Interface
• Supports Cloud infrastructure
Intelligent Document Capture
Old Way Ephesoft Way
License could cost $100K+ Zero Cost, No License Fees
Priced by images & users No limits on images and users
Proprietary Software(Vendor Lock-in)
Open Source(No Risks)
Fortune 1000 Fortune 50,000
99% Thick Client1% Thin Client
100% Thin Client100% Web Based
Runs only on Windows Runs on Windows, Linux, Oracle, IBM
Commercial OCR Commercial & Free OCR
Ephesoft in action
Loan Application
Tax Returns Claims Credit Card Application
Letters or Corresponden
ce
Step 3. Classify incoming documentsStep 2. The system learns the
categories
Step 1. Identify and collect samples
SSN
FEIN
SSN
DATE
Policy #
Claim ID
SSN
Date of Birth
Date
Account #
FaxPaper E-mail
Step 4. Extract required metadata
How do I tie it all together?
How Do I Tie it Together?
Create a focused, management or labor intensive problem to solve.
Perform an assessment
Use an Agile Approach
Get a Win
Sell the win to the executive team
Organically Grow The Success
Questions & Answers:
Mike Mahon, President & CEO303.443.4004 [email protected]://www.ziaconsulting.com/