Content gov2014 armedia rm_acm_presentation v0 7


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  • Founded in 2002The three founders are still active in the operation of the company.Our governing board of advisors consists of industry leading visionaries such as Howard ShaoWe are vendor neutral, but have strong partnerships with all leading ECM providesDocumentum, Alfresco, Drupal, IBM FileNet, Microsoft SharePoint, Oracle UCMCMMI 3 = Capability Maturity Model Integration (CMMI) = Defined - the process is defined/confirmed/documented and repeatable as a standard business processC3P = consulting preferred partner program
  • - ensure items are ready in the prereview queue for a case not yet in the RMA- RMA- show file plan and retentions- log in as reviewer: eamillar (standard items) or ehmillar (special items)- ePRP - describe screen- get next item- view an item - describe screen- start work- select issues- allocate pages - describe how it affects the records - RMA manages the images resulting from the split - not the entire doc under review- accept- logout- login as qa: egmillar (standard) or eimillar (special)- ePRP- view item- start work- review issues- commit- switch to RMA- show the new case folders - one in "Delete_Immediately" - one in "7_days"- set the case closed date- show "Records eligible for cutoff" query- Cutoff the folders- show "records eligible for destruction" - in a few seconds the "destroy_immediately" items should appear
  • 1. This is a real Mule ESB design artifact. It is not from a drawing tool. When the Mule flow is updated, the diagram is also updated.
  • 1. “create record folder” uses HTTP to call a native Alfresco web script, and “Folder Lookup” uses CMIS; seamless mix of web scripts and CMIS
  • Content gov2014 armedia rm_acm_presentation v0 7

    1. 1. Seamless Records Management Integration Into Your Case Management Solution David Miller, Director of Technology, Armedia James Bailey, President of Armedia
    2. 2. Agenda • • • • • About Armedia About Armedia Case Management Definition of Problem/Opportunity Demonstration of Solution Q&A
    3. 3. Company Profile Who We Are Armedia is a systems integration firm that • Armedia was founded in 2002 • We are approximately 100 consultants and growing • We are headquartered in Atlanta, GA, with offices in Vienna, VA (Washington, DC), and Huntsville, AL specializes in Enterprise Content Management • Armedia is an 8(a)/SDB certified, Veteran Owned business solutions for the Federal Government and • Armedia has earned CMMI Level 3 appraisal commercial customers. Armedia provides full software development lifecycle services, as well • Armedia is vendor neutral, but has strong ECM partnerships with major leading providers • Alfresco Platinum Partner and Certified Training Partner • Member of EMC Documentum’s C3P program as virtualization and cloud services. • Armedia holds a Top Secret facility security clearance with over 40 Top Secret-cleared employees. Collectively, Armedia staff has multiple Alfresco certifications and has successfully delivered dozens of Alfresco projects for government clients • Armedia has been the recipient of numerous awards including: • • • • Alfresco Americas 2013 Federal Partner of the Year Stevie award (The Well Project) InfoWorld 100 Best Website of the Year (The Well Project) Inc. 5000- 2008, 2010, 2011, 2013
    4. 4. Case Management Experience "If we didn’t have Armedia working on this, we would have • Federal Bureau of Investigation failed." • Virtual Case File "We got to market in 110 • Sentinel days. A serious feather in Armedia’s cap is that we started in March and went live in June." "We were pleased with Armedia’s response to our urgent call, their understanding of the Pharma Industry, and their ability to quickly stabilize and update our document management system." Source: Aligned Action LLC | Independent Market Research for Armedia LLC • Federal Conference – Army Strong Bond • OPM Federal Investigative Services • Food and Drug Administration • Consumer Product Safety Commission • Consumer Financial Protection Bureau • DHS United States Citizenship and Immigration Services • Housing and Urban Development • National Science Foundation • Washington Headquarters Services
    5. 5. About Armedia Case Management
    6. 6. What is Armedia Case Management? “We were attracted to Armedia’s full lifecycle expertise in content management and proven track record, particularly since we not only needed technical implementation skills but also strategy and direction on choice of platform and migration of content. We are pleased with the progress we have made toward a system that more fully meets the needs of our member associations.” Dan Hicks, NOLHGA’s Manager of Information Systems. • Case Management Framework • • • • • • • • Manage Cases Manage Case Participants Manage Tasks Manage Documents/Records Workflow Full Text Search Reporting Security / Audit • Seamless User Experience (developed with user in mind) • Intuitive • Progressive Disclosure • Mobile friendly
    7. 7. Case Management Creation and management of cases are easier than ever. • Ability to create and adjudicate complaints • Convert approved complaints to full cases • Advanced filtering • Quick views
    8. 8. Task Management It’s so easy to “get things done”. • Tasks are designed to encourage the user to clear their workload • Easy to mark complete, reassign, etc.
    9. 9. Business Process Management Streamlined workflow to drive efficiency. • We’ve taken our research and created an easy approach for collaboration and approval.
    10. 10. Document Management Armedia Case Management integrates with many ECM repository to include Alfresco, EMC Documentum, FileNet , and Microsoft SharePoint. • SOA-based architecture • Services exposed at RESTful APIs • Document and Records Management support through integration • Directory Services integration • On-premise or Cloud deployment
    11. 11. Armedia Case Management - Architecture Smart Phones Web Browsers Presentation Layer Integrated Portal Dashboard Extensible UI Admin Control Panel Spring MVC / REST Services Spring Security Enterprise Service Bus 3rd Party Application Integration Services FTP MQ JDBC Full Text Search Authorization Document /Case lifecycle Reports /Queries Business Activity, Rul es Authentication Workflow Services Audit Services Data Access Control Dashboard Queries/Alerts CMIS RM APIs Enterprise Repository Databases File MSMQ JMS SMTP/IMAP E-mail LDAP User Directory
    12. 12. Armedia Case Management Process Overview - DEMO
    13. 13. The Compliance Problem
    14. 14. Problem Statement Integration “We are very pleased with the end results and the team was great and easy to work with. They were professional and knowledgeable and helping us achieve our main goal of improving efficiency for county employees to better serve and inform the citizens and business partners of the Gwinnett County.” Denise Kenson, Enterprise Solutions StrategyWeb Architect Manager for the Gwinnett County government. • Compliance with Presidential Memorandum on Managing Federal Government Records • Compliance with paperless initiatives • Compliance with retention policies • Desire not to have staff concerned about retention • Desire for efficient compliance via automation
    15. 15. OPM Document Approval and RMA Integration DEMO
    16. 16. About the OPM Application OPM Imaging System Manages all images for security clearance investigations. • Stores and manages all document images collected for every federal security clearance investigation performed by OPM (over 90% of all clearance investigations) • Everyone in this room that has a federal security clearance has a case file and document images in this OPM application -- your records are being managed by Alfresco
    17. 17. OPM Document Approval Scenario Document Approval “Electronic Pre- Review Process”: labelled “ePRP” in the user interface • Document received about a subject + Stored separately from approved case images; restricted access control • User reviews the document + List and summarize adverse information + Remove inappropriate pages per business rules • User approves the document + Now listed with other official case documents + Now under RMA control
    18. 18. Armedia Case Management Alfresco RMA Integration – Technical Overview
    19. 19. What Just Happened? Technical Overview “We are very pleased with the solution that Armedia provided us. Their ability to deliver a custom cloud-based solution within weeks enabled us to immediately scale our business and increase production.” - Steve Davis, President of • The OPM application: + Split the approved document into a releasable image (sent to the requesting agency) and a nonreleasable image • The Enterprise Service Bus: + Chose the RMA category folder based on business rules + Orchestrated Alfresco service calls • Alfresco + Stored the split images + Created, filed, and completed the records
    20. 20. How Does the ESB Choose the Category Folder? Business Rules Isolated to one part of the ESB flow • The set-rma-params ESB flow converts the incoming approved document properties into RMA parameters + document type => category folder (retention policy) + case number => record folder + agency => originating organization + etc. • Clearly the set-rma-params flow is specific to OPM business rules; must be updated to support other organizations • set-rma-params may be pushed to a business rules engine in the future • Otherwise the RMA integration is generic and can be reused for any customer
    21. 21. Alfresco RMA Integration • Enterprise Service Bus Main Flow
    22. 22. Alfresco RMA Integration
    23. 23. So What? The Takeaway Has this 30 minutes been worth it? • If you need to seamlessly integrate your applications and your records repository • If you need to automate your business processes or your case files • If you need to leverage your structured and unstructured information to make mission decisions: Armedia + Alfresco = Smart + Simple!
    24. 24. Thank You James Bailey President - Armedia (m) +1.213.925.2584 (o) +1.703.272.3270 (f) + 1.703.935.3030 Come and see us at the table outside for more information! David Miller Director of Technology - Armedia (m) +1.703.517.3430 (o) +1.571.261.8640 (f) +1.703.935.3030