Fishbowl Mobile Library Tablet Application for Oracle WebCenter Content - May 2013


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  • Fishbowl only focuses on software and services for Oracle WebCenter Content and Portal. Fishbowl is not a Microsoft partner.Most referencable partner in the world.
  • Fishbowl has unique expertise in bringing WebCenter content to mobile device, WebCenter Portal and Spaces user experience design, integrating WebCenter with SharePoint and today’s topic – Google Search Integration and Enterprise Search.
  • Demo box on an iPad!Decreases delays in waiting for print versionIncorporates videos!Decreases cost of buying and shipping product catalogsHuge time saver, increase in customer serviceBest aspects of the app: Ease of useAmount of contentFAST!SeamlessReally really well done
  • 2 mins (Jim)Starting a little bit backwards from the typical People & Process then technology selection, we had the iPad as the delivery mechanism and worked requirements towards that.
  • So as John mentioned Fishbowl has experience extending webcenter content and portal to mobile devices in a variety of ways. As we’ve engaged with customers around their mobile needs over the past several years we’ve seen similar needs come up multiple times. Companies want an easy way to allow sales reps and other knowledge workers to access, sync, and share content from WebCenter from an iPad. This is why we created the quick start. This software and services bundle allows you to take advantage of a ready-built app, customized to your team’s branding, navigation and content sorting needs, and deployed in less than a month.
  • The skinning and UI integtration becomes custom GUI development.  You have to add in full development methodology for concept, prototype, signoff.  Usually several cycles, each taking a week or two.
  • When we talk about managing or interacting with content from mobile devices one of the most important aspects is how you find and organize important content – documents, pictures, videos, etc. The goal is to give users the easiest user experience and provide efficient avenues for finding the documents they need to do their jobs.
  • The app includes several ways of finding and organizing content. The most common of these is through the use of the left navigation. The left navigation follows a hierarchical structure with categories, sub categories, etc. For sales teams this would generally be used to segment content by business unit, product line, and then individual products. It has also been used to segment by target audience, so collateral for selling to the insurance industry would appear in one section and items targeted at healthcare in another category.Because all the content in centrally managed within oracle webcenter content, items can appear in multiple categories without having to be stored multiple times. Subsequently any changes made to an item will be reflected no matter which way the user accesses that piece of content. The navigation structure is tailored to your content and driven by metadata values. The overall navigation structure is shared, but users can turn off sections that they don’t need. So a service tech who only works with electrical projects, could hide sections pertaining to plumbing.
  • In addition to structured navigation, users can also search for items by entering keywords.This metadata and full text search allows uses to search the entire content repository for items matching their query regardless of where or whether those items appear in the structured navigation. Need examples of why this is important. What have other customers needed this for?Both the search and navigation views provide additional filtering to help users narrow down what they are looking for. When users look for content they provide an average of 1.7 keywords. The use of filters helps users get to key content more quickly. These filters are generally broad classifications like documents, images, video, or presentations, but can be customized to best fit your use case.
  • Navigation and Search are the initial ways that users can locate content. Folders allow users to set up their own folders and organize content in a way that is most useful for them.This can be as simple as adding docs to the favorites folder that comes with the app or as complex as creating nested folders for sales calls by territory and customer.Sales reps for customer visitsCommonly used policies. SubcategoriesUser-defined structure / heirarchyAuto synced with updates, deletes, etc.Automatically offline – unless specifically not offline access.The application includes a local folder structure. By default a favorites folder is included with the application. Users may create as many additional folders and subfolders as desired. Folders can contain any content that is available from the app and items can be added to multiple folders. Item can be added to folders from either the Online or Local view. When a user long-presses the item, a “Store to Folder” option will appear and the user can select the folder to add to. The folder view uses the same left nav as the Local and Online content libraries, but in this case, each node represents the content of a local folder. Content items are displayed in the document grid view and any child folders are displayed below the parent folder. Users can create or delete local their folder structure. An “Add Folder” button is present at the bottom of the left nav from the Folder view. Touching that button from the Folder View Landing Page prompts the user to enter a folder name and creates a new top-level folder. Touching the “Add Folder” button from any other location creates the new folder as a child of the active folder. Any items contained in folders will automatically be included in the local content library and will be available offline. These items will be updated each time the app syncs. Users can also remove items from folders by long-pressing the item from the folder view.
  • Add from Address BookType in AddressesSend to MultipleBadge IndicatorSecure Temporary Download SiteAssuming an asset has the taxonomy that permits distribution via email, an item can be added to a cart for distribution on a download server. The user can long press “Email Document” in either online, local, or folder view assets and add them to a cart. An indicator will identify how many assets are currently in the cart.The user can manually enter recipients or use the tablet’s native contact list to identify who should be sent a download notification link for the assets selected. The download server will confirm the requester has security permission to view the document before they can allow others to download the file. After sending the request, all users and items will clear from the email cart.
  • Secured Content Sign in with WebCenter credentialsUsers only see items they have access toConfigurable login time cachingMetadata-Based SecurityNormal – Save local & EmailRestricted email deliveryRestricted viewing with 3rd party applicationOn-Line Viewing only
  • Part of creating a tailored user experience includes in use of This can be used for Online, local, and folders will have a unique default landing page displayed when no left navigation structures are selected. The landing pages are managed assets stored in the content repository and specified by a content identifier specified in the HCST file and will be uploaded to the tablet on synchronization events. The assets used as the landing page must be renderable by the default viewer, so there are more restrictions on what content types may be used. Landing pages will be unique for both Android and iOS layouts, requiring entries for all platforms used at the customer.HTML based content that includes an embedded hyperlink will launch the tablet’s web browser. Online, Local, & Folder Home ScreenStored in WebCenterAutomatically SyncSupport for:HTMLPDFPNGUse PossibilitiesCorporate LogoGetting Started GuideFeatured Company InfoGraphic ReplacementKeep LayoutNo image resizingFlexible Engagement ModelYou provide color & logo, we skinWe provide file names & dimensions, you skinRetina Resolution ReadySupport for new iPad Retina Display
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  • Fishbowl Mobile Library Tablet Application for Oracle WebCenter Content - May 2013

    1. 1. Fishbowl Mobile Library TabletApplicationPresented by Fishbowl Solutions5.2.2013
    2. 2. www.fishbowlsolutions.comFishbowl SpeakersJason LamonMarketing Team LeadKim NegaardMobile ECM Product Manager
    3. 3. www.fishbowlsolutions.comAgenda+ Who is Fishbowl Solutions+ Fishbowl’s Mobile ECM History and Offerings+ Mobile ECM Success at Banner Engineering+ Mobility Trends & Business Drivers+ Fishbowl Mobile Library Tablet Application+ Demo & QA
    4. 4. www.fishbowlsolutions.comAbout Fishbowl Solutions+ 100+ deployments in last 2 years+ Focused on portals & content management since 1999+ Solutions offerings & value-add components forOracle WebCenter+ Oracle Specialized Gold Partner for WebCenterContent & WebCenter Portal
    5. 5. www.fishbowlsolutions.comFishbowl Innovation & ExpertiseWebCenter Mobile WebCenter Intranets & PortalsGoogle Search Integration Upgrades & Migrations
    6. 6. www.fishbowlsolutions.comRetrospective: Mobile ECM at Fishbowl2010Fishbowl wins the business from large medical devicemanufacturer to create mobile sales enablement applicationfor Apple iPads2011Medical device manufacturer deploys Fishbowl’s mobile tabletapplication for WebCenter to 6,500 sales reps globallyFishbowl wins Forrester Groundswell award Medical devicemanufacturer wins Oracle Fusion Innovation award2012Fishbowl releases Collaborate mobile applicationBanner Engineering deploys Fishbowl’s mobile tablet applicationfor WebCenter to 3,000+ sales reps and distributorsFishbowl releases ECM iPad app on the Apple App Store2013Fishbowl releases Android application for WebCenter on GooglePlay Fishbowl releases FishbowlToGo phone app for OracleWebCenter on iTunes and Google Play
    7. 7. www.fishbowlsolutions.comMobile Options from Fishbowl• Virtual Binder for Content Consumption• Guided Navigation + Search• Custom User-Created Content Folders• Online / Offline File Sync• External Content Sharing• Custom applications• Tailored Use Case• Oracle WebCenter integrations• Leverages Fishbowl API• Enabling Mobile Access to Web Sites• Single Template, Multiple Experiences• Mobile WebCenter Content Access• Search & Favorites• Workflow Review• Content Check-InCustom Mobile ApplicationsFishbowlToGo Phone App (iOS & Android)Mobile Library Tablet App (iOS & Android) Responsive Design for WebCenter
    8. 8. www.fishbowlsolutions.comMobile ECM Success atBanner EngineeringFishbowl Solutions WebCenter Mobility
    9. 9. Company BackgroundBanner Engineering Corp.■ Designs, manufactures and distributesphoto eyes, sensors and associatedproducts for industrial and processautomation–worldwide■ Market leader in the US■ Hundreds of new and complex technicalproducts released every year■ Over 30,000 productsBanner ValuesCustomers FirstIntegrity AlwaysQuality in EverythingNew Solutions –Every Day
    10. 10. 30,000+ProductsSalesCollateralThousandsof SalesPeopleInformationDistribution&CustomerServiceChallengeThe Challenge
    11. 11. Previous “Day in the Life”During Business Day■ Trunk Loads of Paper─ Catalogs, brochures,product datasheets─ Trying to forecast theright material for theday’s appointments■ Copies of sales collateral─ No automated way toupdate content■ Missing Content– Make note of requestedinformation to send later– Time sensitiveEvening Work■ Review day’s To-Do list■ Deliver missing content– Find content onBanner’s web site– Download– Attach to email– Many hours afterinitial appointment■ Upon content delivery, thesales person is no longerwith the customer to providethe “value statement”
    12. 12. Banner’s SolutioniPad B2BMAY 2012Android B2BJUL 2012iPad B2CJAN 2013
    13. 13. Current “Day in the Life”During Business Day■ Much less paper− Some catalog &brochures for “leavebehinds”■ More interactive■ More timely information■ Better use of scarcecustomer meeting time■ More sales callsEvening Work■ Less time sensitive items onToDo list■ More personal time
    14. 14. iPad/Android App ProjectDefining the Benefits■ True differentiator– Unmatched by competitors■ Anywhere access to sales collateral– Rapid access during the sales call at thecustomer location– Immediate ability to send documents ad hoc– High quality presentation■ Efficiency tool and time saver– Ease of use– Ability to organize content
    15. 15. www.fishbowlsolutions.comBusiness’ PerspectiveBetter management, organization &presentation of materials
    16. 16. www.fishbowlsolutions.comThe Rise of the Tablet in the Enterprise+ Convenience+ IncreasedProductivity+ BYOD+ Applications+ MDMSource: SocialCast
    17. 17. www.fishbowlsolutions.comUse Case: Sales Enablement+ Business Problem– Limited time to prepare for meetings– Time to market lag for new collateral– Inefficient meetings+ Relevant Features– App:• Store content for use in offline mode• Sync content• Custom folders for easy navigation• Email cart• Download and usage analytics– Tablet:• 3D, high-resolution platform• Instant On• Long Battery Life+ Benefits– Increase sales process efficiency– Ensure content accuracy and availability– Reduced paper handling costs
    18. 18. www.fishbowlsolutions.comUse Case: Field Service+ Benefits– Decrease time spent servicingor maintaining machines andsystems– Enable access to visually richimages and drawings– Ensure content accuracy andavailability+ Relevant Features– App:• Store content for use in offline mode• Synch content• Custom folders for easy navigation• Touch gestures – zoom in/out, rotate– Tablet:• Highly portable – 2 pounds• 3D, high-resolution platform• Instant On• Long Battery LifeFrom This:To This:
    19. 19. www.fishbowlsolutions.comPoll Question
    20. 20. www.fishbowlsolutions.comMobile Library Tablet AppFishbowl Solutions
    21. 21. www.fishbowlsolutions.comLaunching in About a MonthNavigationDefinitionLaunchSkinning &UI IntegrationEmail CartConfigurationDefinenavigationhierarchystructureTaxonomy forcontentavailability,sort order, andfiltersFile downloadcomponentinstallationandconfigurationSkin withcorporatecolor scheme& logoDAYS 1-4User TestingDAYS 12-14DAYS 4-10MetadataTuningTestingDAYS 10-12 DAYS 20-25Launch AppAnalyticsIntegrationDAYS 14-17Integrationwith GoogleAnalyticsDigitalSigningDAYS 17-20AppleEnterpriseDeploymentSigningDAYS 25-30
    22. 22. www.fishbowlsolutions.comStarting from ScratchDevelop customiOS applicationto communicatewith WebCenterContent andview, download,sync, store, andemail contentfrom within theiPad.DAYS 1 - 75ApplicationDevelopmentDAY100NavigationDefinitionLaunchEmail CartConfigurationDefinemetadatanavigationhierarchystructureFile downloadcomponentinstallationandconfigurationUser TestingTestingLaunch AppAnalyticsIntegrationIntegrationwith GoogleAnalyticsDigitalSigningAppleEnterpriseDeploymentSigning
    23. 23. www.fishbowlsolutions.comWhat is it?+ Native iPad or Android Tablet App+ Mobile Content Library– Virtual Binder / Folder+ Online and Offline Access+ Sync
    24. 24. www.fishbowlsolutions.comFinding & Organizing Content: Navigation+ HierarchicalNavigation+ Virtual ContentFolders / Sections+ Defined by Metadata+ User control to turnsections ON or OFF
    25. 25. www.fishbowlsolutions.comFinding & Organizing Content: Search & Filter+ Search: Metadata & Full-text Search+ Filter: Available from Search or Navigation views
    26. 26. www.fishbowlsolutions.comFinding & Organizing Content: Folders+ User-created organization structure+ Simple Favorites or Complex Structure+ Offline Access
    27. 27. www.fishbowlsolutions.comSharing Content+ Email via Secure Download Site
    28. 28. www.fishbowlsolutions.comMaintain WebCenter Security+ Secured Content– Sign in with WebCentercredentials– Users only see items theyhave access to+ Metadata-Based Security– Normal – Save local & Email– Restricted email delivery– Restricted viewing with 3rdparty application– On-Line Viewing only
    29. 29. www.fishbowlsolutions.comUser Experience+ Skinning+ Landing pages– Corporate Logo– Getting Started Guide– Featured Company Info
    30. 30. www.fishbowlsolutions.comAnalytics+ Integration withGoogle Analytics+ Built in Event Tracking+ See who’s using the app+ See what content is…– Viewed most– Shared most– Not viewed
    31. 31. www.fishbowlsolutions.comDistribution+ iPad– Enterprise• App does not need Apple Approval• Can be internally distributed to employees– Standard• Requires Apple Approval• Distributed on iTunes+ Android– Ad Hoc• Can be distributed internally or externally– Via Google Play• Google Play Developer Account• Posted on Google Play Store
    32. 32. www.fishbowlsolutions.comMobile App ArchitectureiOS Device Oracle Content ServerLocalDBLocalStorageMetadataContentRepositoryAndroid DeviceLocalDBLocalStorageFishbowl Solutions’Mobility API Libraryfor iOSObjective-C libraryNative iOSApplication*Objective-C Code(Xcode Project)Fishbowl SolutionsMobility API - SharedWebCenter ComponentContent Server Component<HTTP(S)>JSON DataFishbowl Solutions’Mobility API Libraryfor AndroidJava libraryNative AndroidApplication*Java Code(Eclipse Project)<HTTP(S)>JSON Data
    33. 33. www.fishbowlsolutions.comMobile Benefits & ROI+ Quick time to market+ Improved sales rep productivityand efficiency– 20% close rate increase for onecustomer+ Decrease service times whileincreasing customer satisfaction+ Reduction in print anddistribution costs– Create once, publish everywhere+ App stores enable widespreadadoption“I am amazed how quickly Ican find a PDF and preparefor my next meeting. Theamount of time I havebetween cases varies, sonot needing to load mylaptop and waste timebooting and searching formaterials makes the iPadand mobile ECM a bigproductivity gain for me.”Cardiovascular SalesRep in California
    34. 34. www.fishbowlsolutions.comPoll Question
    35. 35. www.fishbowlsolutions.comDemo
    36. 36. www.fishbowlsolutions.comWhat’s Next+ Meet with a Fishbowl WebCenter Mobile Expert+ Schedule a Demo• 952.465.3400•• Try it! iTunes & Google Play – “Fishbowl Solutions”
    37. 37. www.fishbowlsolutions.comQuestions?
    38. 38. www.fishbowlsolutions.comFishbowl News! FishbowlToGo Now Available• Access Your WebCenterContent items from youriPhone or Android• Free Download• Search “FishbowlToGo”
    39. 39. www.fishbowlsolutions.comtwitter: @FishbowlE20facebook: join our groups webcenter content & webcenter portalweb: email: info@fishbowlsolutions.comphone: +1.952.465.3400 blog: cfour.fishbowlsolutions.comContact Us