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Amplexor Alfresco ECM Solutions Seminar - Adaptive Case Management using Workdesk

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Amplexor Alfresco ECM Solutions Seminar - Adaptive Case Management using Workdesk by Tom Laureys (Amplexor)

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Page 1: Amplexor Alfresco ECM Solutions Seminar - Adaptive Case Management using Workdesk

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Page 2: Amplexor Alfresco ECM Solutions Seminar - Adaptive Case Management using Workdesk

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Adaptive case management

using

Workdesk

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Contents

!   Trends in the DM Market

!   Alfresco Workdesk ¬  Positioning and benefits ¬  Demo

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Trends in the DM Market

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Trends in the DM market

!   Todo

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Alfresco Workdesk:

Positioning and benefits

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Alfresco Workdesk: Positioning and benefits

Document-centric

applications

Enterprise collaboration

Enterprise Content Platform

Web Content

and Experience Management

•  e-Files and Case Management •  Integration with CRM, ERP, … •  Imaging/archiving/compliance/traceability •  Workflow/BPM •  Examples: contract management, legal case

management, claims management, health records, HR file management

•  Custom content apps •  Content services •  Behaviour and rules •  Permissions

•  Documents, forums, wikis, blogs •  Sharing •  Social features •  Mobile access •  Examples: project sites,

knowledge sharing groups, intranets and extranets

•  Web content publishing •  Mobile platforms •  Multilingual •  Branding

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Alfresco Workdesk: Positioning and benefits

Alfresco Workdesk

Alfresco Share

Alfresco Repository

Web Content (WCM)

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Alfresco Workdesk: Positioning and benefits

!   Architecture

Alfresco Repository

Alfresco Share Office Workdesk Alfresco Workdesk

Users &

Groups

Security & Access Control

Content Model &

Rules Content

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Alfresco Workdesk: Positioning and benefits

!   Key differentiators

!   Business Role Management Who you are and your business role determines what application, content, and actions you see.

!   Dynamic Folders & Views Folders and actions are dynamic, determined by your role in the process. 1 document can live in many views.

!   Configuration Over Coding Alfresco Workdesk is designed to be configured to your specific business needs and processes.

Usa

bilit

y A

gilit

y &

so

luti

ons

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Alfresco Workdesk: Positioning and benefits

HR

Legal

Proc. D

ynamic folders &

views

Business R

ole Mgm

t

Alfresco Content Repository

Workdesk enables you to see the right content, at the right time, based on your business role.

Standard Alfresco Share web & mobile views

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Alfresco Workdesk: Positioning and benefits

!   Dynamic folders

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Alfresco Workdesk:

Demo

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Alfresco Workdesk: Demo

!   Context ¬  Contract management solution for windmill operator ¬  Purchase contract for a new windmill

!   Roles

Contract Manager Legal Department Contract Administrator

works with contracts approves contracts (simplified UI)

creates and provides contract templates

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Alfresco Workdesk: Demo

!   Scenario

Decision to Purchase Windmill

•  Get response to RFP •  Vendor sends

Proposal •  Negotiations with

Vendor •  Etc.

creation of contract prepare RFP

send RFP to vendor

(Hurricane Windmills)

Green Energy Green Energy

Green Energy Green Energy Hurricane Windmills

vendor sends contract via

mail

save received contract

approve and sign contract

Green Energy

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