Open text applicationxtender 16.3 highlights customerfacing

What’s new in ApplicationXtender 16.3

Chris Wynder

OpenText Confidential. ©2017 All Rights Reserved. 2

Who am I-Product Marketing Manager

Dr. Christopher Wynder

Formerly:

Director of Client Services- ThinkDox Information Management consulting.

-Managed strategic partnerships, Marketing, Implementation and Support

teams.

Senior Consulting Analyst- Info-Tech Research Group.

-Managed the Information management practice including vendor comparisons

(ECM, WCM, Archiving, Productivity suites), implementation strategy and

information governance.

-Also served as Healthcare/Pharma SME.

Canadian Research Chair- Neurodevelopment Genetics and Stem Cells.

-I led a group that studied drug discovery for Brain cancer.

-Collaborated and consulted with Physicians and hospitals to aid in clinical

research programs.

Agenda


• User Experience

• Optimized Document viewer

• Enhanced Text Search

• Result set improvements

• Improved printing support

• Landing Pages

• Productivity

• Web-Based Scanning

• Expanded MSG file support

• Extensibility

• Rest Service Enhancements

• Product Readiness

• CRD – DB/OS/Certification

• Enhancements

Overview of ApplicationXtender 16.3 improvements

Why 16.3 instead of 8.X or 9?“16.3” represents the first release of ApplicationXtender since the move to OpenText. The change from 8.X numbering to

16.X reflects that, by placing ApplicationXtender in the same release number system as all OpenText products.


New ApplicationXtender integrations and upgrades using OpenText products

Document Manager Web Access ApplicationXtender

Connector

OpenText Character

Reader (formerly

RecoSTAR)

OpenText Character

Reader (formerly

RecoSTAR)

OpenText Captiva Toolkit 2.1

Adobe PDFL 15.0.5 SDK Adobe PDFL 15.0.5 SDK


ApplicationXtender


PDF

AX Capture

Package

ApplicationXtender

AX Connector

AX Workflow manager

AX Reports Management

ApplicationXtender provides Capture to Display management of documents

Organize Find Display

Process documents

Increase efficiency

Information sources

AX

Secure documents by saving

directly to AX

Captiva

SNAP

OCC

Classify,

Prepare,

Connect to

process

PDF reports saved

directly into AX

automatically

Search from

LOB apps


For users: “Processes” = “The Apps that they work in”

CRM

PDF

Everyone thinks of each of

their processes as an

“App”.

ApplicationXtender

provides document and

information management

that aligns with your users

thinking about documents.

Documents are only valuable due to their role in completing a process


Easy navigation through all of your “Apps”

Name of App. Is configurable to ensure

that users easily can get work done.

List of all “Apps”

for that person

(and only those

Apps

Easily work with documents within an App with a clean interface.


Organize the process not the documents

In a process based world people are more productive when

their process is repeatable and you don’t need to

remember the file name.

The searches can be re-run over time so that if new

documents are added by a colleague you can find them as

part of the same process.

-when they need the document not when it was added

“I just wish the program could remember my search so I don’t have to

look for all of the documents again”


Use a system that organizes and manages user apps to reduce lost time

9am

DATE

?

5pm

The average user’s day

How many different

applications are

they using

How many different

processes are they

managing

How repeatable is their day?

Most user’s spend their time doing similar but not the same task.

These Barely Repeatable Processes (BRPs) form the core

activities of any job role.

When there is a difference between work tasks and the automated

process, users will break policies and procedures.

ERP/CRM

ApplicationXtender makes it easy for users to go

back to their work to find the documents based

on the process they are working on - not the

filename or time that they uploaded the

document.


Provide the flexibility to find documents that may have multiple uses

Documents often come in based

on a specific process; Accounts

Payable, Quotes, Service

Referrals, information request.

In order to complete the request

you often need to search across

Apps to ensure that no matter

who initially owned the document-

it can be found.

Of course this depends on your

access rights.


Get back to where they left off easily in the next session


ApplicationXtender focuses on providing the platform to fill the gaps in between user information and ECM handling

Adoption and BRPs are linked together. Solve the users’ key

needs and you’ll solve your compliance concerns surrounding

structured documents and records.

Capture Organize UseArchive or

retire

ECM

lifecycle

User

information

lifecycleGenerate Record Use

?

OrganizeRe-

Organize

A search based interface

reduces the need for users

to “remember” document

names.

Users lack the tools to

appropriately archive

content

Process based Apps

ease findability issues

Forget

or store


Quick preview of results using native viewer

Quick preview allows

you to quickly view a

page of content

between documents


Document level processing of Query results


Use an ECM platform that works with how your brain works

Weak

recall

Filename

=

Using ApplicationXtender as

the single storage point

automatically makes files

easier to find through

meeting the location

aspect.

Weak

recall

Description

=

ApplicationXtender’s

process focus and full text

search mean that users can

use access to business or

personal descriptors for

information

Strong

recall=

The human brain needs two

references:

Description and location

Network file servers do a poor

job of giving descriptions

[filename description]

ApplicationXtender is purpose built to support your processes out of the box. The platform can adapt to the

business processes that you already have- rather than changing how you manage your business to fit into the

system.


Easily review documents as part of a process


See the contextual hits in preview mode to reduce search time


Highlights

Meet the new features of ApplicationXtender 16.3


Get an overview of document use as part of the log-in experience

Administrator view

For users that have access and permissions on multiple

applications after logging into AX 16.3 they will see the recent

viewed documents as well as the documents that are

checked out across applications.

User view

For users working in a single application or users without

administrator privileges, the landing page will show only the

document that they have recently viewed


Get back to work quickly with the recently viewed document landing page

At the application level, users will see

their saved queries as well as the most

recent documents created as part of the

application.


Scan directly into ApplicationXtender when using Web Access

Hover text provides users hints on

the type of descriptors that are

allowed for each metadata field.


Modify scanned documents in-app

Modify existing files by direct scan of replacement or

additional pages into documents.

Perform Batch scans directly from Web access.


Completely integrated text search

Search all documents or

select specific documents

to perform text search.

You can even search

within a single document

via the actions drop down.

See the context of the hits and prevalence of

searched term in each document.

For complicated searches on large datasets

you will be able to track how many of the

documents have already been searched


Document preparation for export now a back-end service

Users can now continue working while

printing, exporting or emailing documents.

The icon allows users to track the progress of

the document prep.


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Thank you

Want to learn more about what is next for ApplicationXtender: blogs.opentext.com/author/cwynderopentext-com/

Technology

Open text applicationxtender 16.3 highlights customerfacing