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EMC Bay Area Momentum User Group 2011 - Integrating SharePoint with xCP Case Management
 

EMC Bay Area Momentum User Group 2011 - Integrating SharePoint with xCP Case Management

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    EMC Bay Area Momentum User Group 2011 - Integrating SharePoint with xCP Case Management EMC Bay Area Momentum User Group 2011 - Integrating SharePoint with xCP Case Management Presentation Transcript

    • Integrating SharePoint with xCP Case Management Karin Ondricek Product Marketing, EMC Information Intelligence Group Musfizan Mustapa EMC IIG Professional Services© Copyright 2011 EMC Corporation. All rights reserved. 1
    • Business Reality Organizations Respondents needed to either are committed or will customize or buy third-party consider SharePoint for products to allow SharePoint to their business meet their needs Source: IDC 2009 Source: AIIM Market Intelligence Report on SharePoint 2010© Copyright 2011 EMC Corporation. All rights reserved. 2
    • Strong integration with Office Enabled rapid adoption of collaboration technology Easy to deploy No ability to do federated Rapid adoption and governance architecture inhibits operational efficiency Lacks business process management Does not support high-value content management needs© Copyright 2011 EMC Corporation. All rights reserved. 3
    • Forrester on SharePoint BPM issuesExcerpts from Forrester report “SharePoint and Finding the Sweet Spot”• Many customers mistake SharePoint’s workflow ease of use for enterprise BPM support• The assumption that SharePoint is suitable for general purpose BPM is flawed. Microsoft itself recommends against use of SharePoint for enterprise BPM• Enterprise BPM in SharePoint will require lots of custom code.• The processes targeted by SharePoint are simplistic; enterprise processes are not.• Governance is critical for cross-functional processes…unchecked site proliferation throughout the enterprise can create real headaches.© Copyright 2011 EMC Corporation. All rights reserved. 4
    • Why BPM?• Beyond workflow – Automate activities – Transactional task-oriented focus• Orchestrate human processes – Dynamic, non-deterministic process – Knowledge workers impact process flow• Orchestrate processes across applications – Connect back-end systems – Inbound/outbound integration© Copyright 2011 EMC Corporation. All rights reserved. 5
    • Two flavors of coupling SharePoint & BPM SharePoint as the client SharePoint users as participants© Copyright 2011 EMC Corporation. All rights reserved. 6
    • Satisfy All Critical NeedsUse Microsoft SharePoint and EMC Documentum xCP Together Data People Process Content Need to orchestrate Reporting Events PROCESSES | INFORMATION | INTERACTIONS In order to make Collaboration Communication an optimal business decision. Policies© Copyright 2011 EMC Corporation. All rights reserved. 7
    • Process Automation and Deployment• Integration with business applications• Queue management and task assignments• Intuitive graphical process modeling• Agile change management• Rapid application development and deployment© Copyright 2011 EMC Corporation. All rights reserved. 8
    • Process and Application Integration • Connect systems, data and people CRM • Outbound and inbound message and event correlation Enterprise ESB/EAI Web Services Individuals applications • Built-in graphical data mapping and transformations • Robust protocols support: JMS, HTTP/S, SOAP, SMTP, WSDL, S/FTP, JDBC, POJO, FAX • “Event-Action” model for ESB-based integration (loose coupling) Content and Process Servers • Adapter-ready (JCA or Web Services-based) for tight coupling© Copyright 2011 EMC Corporation. All rights reserved. 9
    • Purpose built UI for business processes Unites process, content, forms, and monitoring 360-degree view of case work High- performance document viewing Role-based Configurable actions© Copyright 2011 EMC Corporation. All rights reserved. 10
    • Real-Time Process PerformanceIdentify and react to situations before they become problems . Dynamic KPI tracking Interactive charts and drilldowns Active alerts and response Invoke tasks or new processes from within Dashboards or alerts© Copyright 2011 EMC Corporation. All rights reserved. 11
    • Eliminating Paper Based Processes© Copyright 2011 EMC Corporation. All rights reserved. 12
    • BACKEliminating Paper Based Processes Strategic use of technology to provideWhy do something? superior customer service as a competitive differentiatorWhy do it now?Why do it with EMC?© Copyright 2011 EMC Corporation. All rights reserved. 13
    • BACKEliminating Paper Based Processes • Decreasing profit margins in face of growing competition • Rapidly changing economy, product set, andWhy do something? regulatory environment • Strict regulationsWhy do it now? • Permanent threat around data securityWhy do it with EMC?© Copyright 2011 EMC Corporation. All rights reserved. 14
    • BACKEliminating Paper Based Processes  High performance across global environment  Robust storage and virtualization architecture  Single security model regardless of applicationWhy do something?  Integrated functionality across multipleWhy do it now? processes  “Official” copy of content in a single repositoryWhy do it with EMC?© Copyright 2011 EMC Corporation. All rights reserved. 15
    • BACKEliminating Paper Based Processes Trade Corp OTC Reconcil- Investor Pricing Accting Capture Actions Process iation ServicesWhat they did Automated seven major processes - completely eliminating paperWhat products they usedValue they received© Copyright 2011 EMC Corporation. All rights reserved. 16
    • BACKEliminating Paper Based ProcessesWhat they didWhat products they usedValue they received© Copyright 2011 EMC Corporation. All rights reserved. 17
    • BACKEliminating PaperWhat they did Automated seven major processes - completely eliminating paperWhat products they usedValue they received© Copyright 2011 EMC Corporation. All rights reserved. 18
    • BACKEliminating Paper Based Processes • Real-time information to global clients • Increase capacity by 30% • New service offerings --> 15% YOY growthWhat they did • Increased compliance capabilities – opened opportunity to operate in more countriesWhat products they used • Improved Microsoft SQL server manageabilityValue they received and performance© Copyright 2011 EMC Corporation. All rights reserved. 19
    • SharePoint Documentum Framework© Copyright 2011 EMC Corporation. All rights reserved. 20
    • SDF - Key Use Cases Expose Documentum BPM in SharePoint Process Worker Process Engine, BAM, QuickFlow, xForms, InfoPath Leverage Records Management (RM)* Compliance and Integrated Rights Management (IRM) The SDF provides specific solutions like Solutions Legal Matter Management, Plant & Facilities Management * RPS works with the SDF and MyD4SP OOTB© Copyright 2011 EMC Corporation. All rights reserved. 21
    • SDF Overview• A professional services framework – Extends the products – Designed for process worker use cases – Integrates to Documentum security and compliance products – Key focus on Case Management – SOA and Cloud Focused• Key areas include Government, Life Sciences and Financial Services© Copyright 2011 EMC Corporation. All rights reserved. 22
    • Demo© Copyright 2011 EMC Corporation. All rights reserved. 23
    • SharePoint Documentum Framework (SDF) Data Services WebParts SDK Browse BAM WWF Integration Search Advanced .Net DLLs IRM Integration Search C# based Inbox Tasks MCL (Move, Copy and Link) Workflow Administration History Event Listener, InfoPath Subscriptions My Documents DFS User Management and DFSX Content Mapper Properties CMIS* REST* Contextual* xCP 2.0* Wikis and Blogs* xDB and xPlore* Publishing© Copyright 2011 EMC Corporation. All rights reserved. 24
    • The SharePoint xCP xCeleratorTypical use cases• Receiving and completing xCP tasks within SharePoint• Routing key documents for external approval• Using SharePoint as a ‘transmittals’ portal• Working with third-party systems (e.g., SAP)© Copyright 2011 EMC Corporation. All rights reserved. 25
    • The SharePoint xCP xCelerator cont.• A SharePoint WebPart – using an ‘Inbox’ metaphor – A set of code to kick off a business process – A set of web services (DFSX) – A solution pack for deployment© Copyright 2011 EMC Corporation. All rights reserved. 26
    • View of Inbox Web Part on a page© Copyright 2011 EMC Corporation. All rights reserved. 27
    • Task Details for an Inbox task© Copyright 2011 EMC Corporation. All rights reserved. 28
    • Solution: An Information Management Platform Strategy Advanced business Centralized policy process support management Case-based applications, w/ Federated Records transactional processes and image management Management Comprehensive Minimize operational compliance & lifecycle complexity & TCO management Avoid creation of information DoD 5015.2 Version 3, VERS, silos & server sprawl ISO 15489, ISO 15408 Advanced Security Access information Encryption, Mandatory Access Controls, extended across systems permissions, dynamic IRM, Management of all Federated Search, cross- auditing file types system integration e.g., CAD/CAM, XML, images, Rich Media and paper© Copyright 2011 EMC Corporation. All rights reserved. 29
    • Questions?© Copyright 2011 EMC Corporation. All rights reserved. 30
    • For more informationPlease visit these websites: • Documentum xCP Interactive Tour – http://www.emc.com/collateral/demos/microsit es/xcp/index.htm • Documentum xCP microsite – www.emc.com/xcp • SharePoint xCP xCelerator in xCP Community – https://community.emc.co m/docs/DOC-9937© Copyright 2011 EMC Corporation. All rights reserved. 31
    • THANK YOU© Copyright 2011 EMC Corporation. All rights reserved. 32
    • Shaw Group: SharePoint front end to Dctm© Copyright 2011 EMC Corporation. All rights reserved. 33
    • Shaw GroupWorkflow functionality – Vendor review• Bulk import from vendor• Data validation• Import to Documentum• Populate workflow© Copyright 2011 EMC Corporation. All rights reserved. 34
    • UniCredit Group• Italy based, banking organization, with over 40 million customers and operations in 22 countries.• Project focus includes CRM, IT projects, customer documents• 8 Week Project• $95 (US) Billion in revenue in 2008• 177,000 employees• Large SharePoint and Documentum customer, initial rollout to 5k users, later phase 20k – WebParts – SAP integration – xCP – Forms, workflow and large processes© Copyright 2011 EMC Corporation. All rights reserved. 35
    • Additional Capabilities from EMC• EMC Documentum IRM TaskSpace Digital Asset DCM SAP Microsoft Office SharePoint Information Rights Mgmt Manager iViews and Documentum Client for Outlook Web Parts and Web Services• My Documentum for Microsoft SharePoint Application Server• My Documentum for Microsoft Outlook EMC Documentum Platform• EMC Captiva Regulated Content Lifecycle Documentum xCP (BPM) Imaging Intelligent Capture Management Management PROCESS SERVICES• EMC Document Sciences Desktop Integration Records Mgmt Auto Classification Digital Asset Mgmt Transformations Federated Search XML Services Information Rights Mgmt Customer Communications CONTENT SERVICES• EMC SourceOne Storage Optimization Trusted Content Services Integrated Archiving Backup and Recovery SharePoint Archiving REPOSITORY SERVICES© Copyright 2011 EMC Corporation. All rights reserved. 36