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Integrate and Streamline the Management of Enterprise Content within Oracle WebCenter If you are struggling with how long it takes to integrate and load content from other systems and applications into Oracle WebCenter, and then effectively manage that content through its lifecycle using workflows, then please join us for this webinar as we discuss use cases for two of our most-popular WebCenter components – Enterprise Batch Loader and Workflow solutions Set. Enterprise Batch Loader Do you need an easier way to link information across multiple business systems? Do you struggle with slow processes to batch load content? Workflow Solution Set Are you considering using Oracle WebCenter Content workflows but not sure where to begin? Do you ever need to audit what happened in your workflows? Have you ever had difficulty finding content that is in workflow and its status?
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Integrate and Streamline the Management of Enterprise Content within Oracle WebCenter
Fishbowl Solutions
+
Agenda
• Fishbowl Solutions Overview
• Business Problems
• Product Overview
– Enterprise Batch Loader
– Workflow Solution Set
• Use Cases
• Summary
• Questions
About Fishbowl Solutions
Experience• Over 700 projects since founding in 1999• Oracle “Gold” Partner• Oracle “Public Sector Pillar Partner”
Expertise• Portals and Content Management• Enterprise Information Management• Business Process Automation
Customer Successes• Across verticals
Award Winning• Forrester Groundswell Award - Mobile App• Oracle Excellence Award• Enterprise 2.0 Blazer• 2009 ECM Architect of the Year
Leading WebCenter Innovations
WebCenter Mobile WebCenter Portals & Intranets
Google Search Integration 11g Upgrades
Fishbowl Consulting Services
+ WebCenter Content+ Document Management
+ Digital Asset Management
+ Image & Process Management
+ Forms Recognition
+ WebCenter Portal+ Employee Intranets
+ Vendor or Partner Extranets
+ Customer Portal
+ ADF \ SOA+ BPM (business process management)+ ERP Integrations+ Installations, Configuration, Performance Tuning, Solution Design,
Development, Implementation
+Records Management
+Web Content Management
+Document Capture
+Content Consolidation
Many Options for Loading Content
• Ad-Hoc – Single or few items– Digital assets– Drag and Drop, Preview, Tag
• Ad-Hoc – Multiple items– Browser-based
• Systematic Scheduling– Run as a service
Web-Based Batchloader
Batch Load Features - Comparison
Feature Oracle Batch Loader Enterprise Batch Loader
Easily load thousands of documents X X
Batch-loaded files enter workflow X
Can run on an external server X
Watches folder for items in check-in X
User interface to specify metadata X
Business Problems – Integrating Content
• Disconnected data sources
• Multiple system access
• Delayed decisions
• Content silos
Customer Success: Manufacturing
Customer Profile: • Control valve and regulator manufacturer• Long-time Oracle WebCenter customer with hundreds of
thousands of documents
Business Problems: • Multiple content check-in processes required programming• Content check-ins occurred one at a time requiring many hours to
complete• Difficulty synching database data with WebCenter metadata
Benefits with Enterprise Batch Loader: • Saved labor hours by eliminating the programming required to
load content into WebCenter• Content is more readily available as batch loads occur more
frequently• Check-in triggers provide immediate data updates
Enterprise Batch Loader: Overview
• Content Migration Component– Standalone pre-processor
• Workflow Injection• Enterprise Business System
Integration– Metadata mapping
• Consolidate and Centralize Enterprise Content
• Use Cases:
• ERP Integrations
• CAD Integrations
• Large Volume Migrations
• Document Imaging
Consolidate and Batch Load Information Into WebCenter
Use Cases
• ERP Integrations: JD Edwards & PeopleSoft • Sales report distribution• Profit/Loss statements
• CAD Integrations: • Drawings to PDF
• Large volume content migrations: • File share to WebCenter• Third-party ECM to WebCenter
• Document imaging: • Hard copy conversion (TIFF to PDF) for
documents requiring wet signatures
How Enterprise Batch Loader Works
1. Pre-processor watches directory for files2. Pre-processor reads the contents of the
file and parses to create a Batch Load File3. Enterprise Batch Loader takes appropriate
action – reads metadata and performs check in
1 2 3
Additional Features
• Enterprise Batch Loader– Throttling– Scheduling– Emails administrators upon errors– Supports WebCenter Content 7.5,
10 and 11g
Enterprise Batch Loader – Business Benefits
• Centralize repository• Minimal administration• Configurable• Increase time to value for Oracle
WebCenter Content
Customer Success: Manufacturing
Customer Profile: • Manufacturer of medium and high voltage electrical equipment
for the utility and industrial markets
Business Problems: • Manual, delay-prone process for maintaining hard copies of
drawings• No self-service access to drawings by different user groups• Integrations needed for two different CAD systems, including
metadata updates
Benefits with Enterprise Batch Loader: • Return on investment achieved within one year• Save about 200 hours per year just loading content• Reduced delays and version control errors
Types of Workflow
• Business Process – Oracle BPM and BPEL– Invoice approvals– Time and Expense approvals
• Content-Based– 1, 2 or 3 steps– Press release approvals– Capital Expenditure Requests
Business Problems – Workflow Automation
• Complex
• Non-comprehensive audit trails
• Limited view into process steps - email
• Inability to fully leverage workflow capabilities
Customer Success: National Newspaper
Customer Profile: • Large newspaper in the United States• Needed a better way to track and record all documents
associated with Capital Expenditure Requests (CERs)
Business Problems:• Review process was not visual enough so it took reviewers a
long time to approve, edit, or reject documents • CER forms and related documents could not be searched for in
WebCenter making it difficult to find approved CER forms
Benefits with Workflow Solution Set:• Dashboard provides quick view into process steps• Users can attach related documents, see and participate in
discussion threads, and are provide next-step options• Search interface where users can search on metadata • Reduced the burden on IT, and reduced the amount of time
executives spend on deciding how and where to spend money
Workflow Solution Set: Overview
• Value-Add Workflow Component
• Simplified Workflow Interface
• Nine Combined Components, Sample Tokens and Scripts
• Streamline Implementations and Improve User Experience
• Features:
• Workflow History
• Workflow Search
• Workflow in Queue
• Approve with Comments
• Custom Email Notifications
• Update Release Date
• Review Pane Customization
• Accept/Reject In Email
• Workflow Timeout Helper
Simplify and Enhance WebCenter Workflows
Additional Features
• Workflow Solution Set: – Custom email notifications– Update release date– Review pane customization– Accept/Reject in email– Workflow timeout helper
Workflow Solution Set – Business Benefits
• Extend capabilities• Enhanced experiences• Increased insight• Realize the full power of
WebCenter Content workflows
Customer Success: Manufacturing
Customer Profile: • Manufacturer of medium and high voltage electrical equipment
for the utility and industrial markets
Business Problems: • Non-conformance issues take weeks to resolve• Paper-based process was slow but provided familiarity across
company• Limited visibility into complete process causes inability to measure
Benefits with Workflow Solution Set: • Non-conformance issues resolved in days instead of weeks• Electronic forms emulated paper forms, and upon check in,
immediately trigger workflow• Complete audit trail of workflow activity
Summary
• Enterprise Batch Loader– Integrate and Automate– Ensure Access from WebCenter
• Workflow Solution Set– Extend and Further Leverage– Reduce complexity– Enhance user experience– Streamline management
Fishbowl Summer Webinar Series
• Discover Fishbowl's Packaged Tools for Oracle WebCenter Automation
– September 5th, 12pm CST
• Accelerate Content Access and Updates with Subscription Notifier for Oracle WebCenter
– Recording
register and recordings: fishbowlsolutions.com/news/webinars
twitter: @FishbowlE20
facebook: facebook.com/fishbowlsolutions
linkedIn: join our groups webcenter content & webcenter portal
web: fishbowlsolutions.com email: [email protected]
phone: +1.952.465.3400 blog: cfour.fishbowlsolutions.com
Contact Us to Learn More