Fishbowl Solutions Mobile ECM Webinar Presentation: iPad Quick Start


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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.
  • Customer Environment: 4 Dual-Core 32GB CPUs
  • Customer Environment: 4 Dual-Core 32GB CPUs
  • Customer Environment: 4 Quad-Core 48GB CPUs
  • 1 min (Jim)BRING an iPad on stage to contrast against a bag filled with manila folders and files
  • 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.
  • 2 mins transition slide - (Freeland)Introduces the problems Medtronic and many other companies face at this very high level
  • So as Jason and 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 Fishbowl iPad app for WebCenter is a native iOS iPad Application. From this application you can search and browse for any content in webcenter. The application requires users to login with their webcenter username and password so they can only see the information they should have access to. Better performance than html.sdf
  • 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.
  • There are five primary screens for the application.  The buttons or search box in the primary top nav section will take the user to the appropriate screen.
  • Mirrors online library
  • Global search allows the user to search for a keyword in the metadata. Search results will be displayed in a grid layout format, with locally cached assets highlighted in the grid layout. Assets will have the same long touch behavior as those found in the search results based on whether you’re searchling local or online content.
  • 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.
  • Assuming 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.
  • Navigation Structure dynamicStored in content server as HCSTCan have as many menu items and nested sub menus as you wantBacked by Simple Metadata QueriesThe left navigation displays content items based on a folder metaphor. Each node in the navigation structure corresponds to a virtual folder of content.  Each “folder” implies associated metadata.  As a folder is selected in the left navigation, results will limit the items returned based on matches to that folder.  The navigation menu will follow a three-level navigation pattern: the as a user selects a folder, the previous parent folder will be displayed as a breadcrumb to navigate backwards, and the children folder options will also be listed below the current folder.  If there are more children folders than the screen can display, the list will become scrollable.The home button will always return the user to the root folder that has no filters applied.  Clicking the home button will also reset the three-level folder navigation to the original view.
  • On left sample folder concept. This would be driven by metadata fields in webcenter – typically pick lists – for industry, target account, content type, etc.
  • video file cannot be encrypted - there is a performance issue with it as wellmetadata drives content dissemination, restrictions on delivery, and local storage.
  • The settings page contains switches to show and hide content by language and other configured metadata fields such as Industry, Product Line, or Content Type. This is also were users can check what app version they are running and what user is logged in.
  • Help files are defined by metadata and automatically sync to the device. Help files can be html, video, images, or pdfs and can be viewed in the online viewer or with external apps.
  • Add to cart.
  • 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.
  • ok, so enough talking let’s see it in action.
  • Fishbowl Solutions Mobile ECM Webinar Presentation: iPad Quick Start

    1. 1. ECM on the Go:A Quick Start iPad Application forMobile Content Management Presented by Fishbowl Solutions 6.14.2012
    2. 2. Agenda + Who is Fishbowl + Fishbowl Mobile Experience + Mobile App & Web Solutions Through Responsive Design + Mobile Innovations + Fishbowl iPad Quick Start Program
    3. 3. About Fishbowl Solutions + 100+ deployments in last 2 years + Focused on portals & content management since 1999 + Solutions offerings & value-add components for Oracle WebCenter + Oracle Specialized Gold Partner for WebCenter Content & WebCenter Portal
    4. 4. About Fishbowl SolutionsWebCenter Mobile User Experience DesignSharePoint Integration Google Search Integration
    5. 5. Fishbowl – Leader in Mobile ECM Experience + 2+ years research and development + Numerous POCs: – iTwitter Portlet – Oracle WebCenter Spaces iPhone – Oracle WebCenter Spaces Native application Expertise + iOS and Android + Objective C, REST, HTML5, ADF Mobile + Responsive design and skinning Customer Successes + Medical device manufacturer and therapy services provider currently deployed with 6,000 iPads + Photo eye and sensor manufacturer went live on April 1, 2012 Award Winning + Forrester Groundswell – Employee Mobile Application - Management + Oracle Fusion Innovation – Oracle WebCenter Content
    6. 6. Medical Device Manufacturer StreamlinesOverall Sales ProcessCustomer Profile:+ World leader in medical equipment and therapies for cardiovascular, neurological, and musculoskeletal disorders, chronic health conditions, and surgical procedures+ 38,000+ employees worldwideSolution Summary:+ WebCenter application for the iPad that includes navigation “I am amazed how quickly I structure, touch gesture response, and security parameters can find a PDF and prepare for my next meeting. TheBusiness Drivers: amount of time I have+ Increase sales process efficiency between cases varies, so not+ Ensure highest accuracy of product and services collateral needing to load my laptop and waste time booting and+ Display and interact with 3D images and rich content searching for materials makes the iPad and mobile ECM aCustomer Benefits: big productivity gain for me.”+ Time to market improvement+ Reduced printing and storage costs Sales Representative+ Increase in employee, partner, customer satisfaction Cardiovascular Division
    7. 7. Customer Application Screenshot 6,000 Users in Feb 2012
    8. 8. Sensor Manufacturer Expedites Accessto High Value Content Customer Profile: + Manufacturer and distributer of photo eyes, sensors and associated products for industrial and process automation. + 3,000 factory and field representatives and millions of customers worldwide. Solution Summary: + WebCenter application for the iPad and Android tablets that includes navigation structure, touch gesture response, security parameters, and Google Analytics integration. Business Drivers: + Gain competitive advantage by expediting availability of product collateral to sales and distribution + Further leverage centralized content repository Customer Benefits: + Increased accuracy and availability of sales and marketing collateral + Further leverage central content repository
    9. 9. Customer Application Screenshot Live on April 1, 2012 Welcome
    10. 10. Business’ Perspective Better management, organization & presentation of materials
    11. 11. Use Case: Sales Enablement + Business Problem – Limited time to prepare for meetings – Time to market lag for new sales and marketing collateral – Inefficient meetings due to laptop boot times and paper reliance + Relevant Features – App: • Store content for use in offline mode • Synch 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
    12. 12. Use Case: Field Service+ Business Problem + Relevant Features – Environments not conducive to – App: laptops • Store content for use in offline mode – Need to view and interact with • Synch content detailed diagrams, pictures or • Custom folders for easy navigation schematics at scale • Touch gestures – zoom in/out, rotate – Referencing outdated manuals, parts – Tablet: lists, etc. • Highly portable – 2 pounds • 3D, high-resolution platform+ Benefits • Instant On – Decrease time spent servicing or • Long Battery Life maintaining machines and systems – Enable access to visually rich images and drawings – Ensure content accuracy and availability
    13. 13. Day In the Life: Sales Meeting Frantic Freddie Find collateral Print & organize Download • 250 Prep Hours/Year Before (1 hour) (30 minutes) (10 minutes) • $600 Print Costs/Year Switch During Boot laptop Open all assets • Inefficient Meetings between assets • Non-Interactive Return to Prepare for After Email assets office next meeting • Low Close Rates Find and Add Collateral to Customer Folder • Reduced Prep Time Before (5 minutes) • No Print costs - Show and interact with content During • Efficient Meetings - Email content • Highly Interactive After Go to next meeting • High Close RatesConfident Connie
    14. 14. Fishbowl Solutions Mobile ECM OfferingsMobile App & Web SolutionsThrough Responsive Design
    15. 15. WebCenter Interface & UX Design + Experience Visually Rich, Interactive, and • Responsive Design Responsive Design • Reusable templates • User Interface skinning + Expertise • ADF Mobile • REST API • HTML5 • CSS3 • Phonegap
    16. 16. Fishbowl SolutionsResponsive DesignConsulting Services
    17. 17. What is Responsive Design Responsive Web design - approach that suggests that design and development should respond to the user’s behavior and environment based on screen size, platform and orientation. + As the user switches from their laptop to iPad, the website should automatically switch to accommodate for resolution, image size and scripting abilities
    18. 18. Responsive Design Services + Templates for WebCenter Content Sites + One template automatically adjusts for desktops, tablets, and smartphones + Leverages CSS3, HTML5, and JavaScript within WebCenter Content, Portal & Sites + Fishbowl has expertise in both responsive web design and designing for the Oracle WebCenter platform
    19. 19. Responsive, Adaptive Design+ Fluid Grids – Liquid Layouts+ Flexible Images+ Break Points+ Media Queries+ Touch of JavaScript+ Multi orientation and resolution support Flexible grid Flexible Flexible layout system media through media queries
    20. 20. Fluid Grids & Liquid Layouts + Base Framework Skeleton + Can scale to any resolution + Wraps content & Grids + Can Support Desktop to Mobile with 1 template
    21. 21. Flexible Images + Scalable Images + 100% Width attribute + Device Image Optimisation Desktop - Mobile + WebCenter Content Conversion Server
    22. 22. Break Points + Defining flexible template + Resolution Break Points + Break Points are always changing!
    23. 23. Media Queries + Muscles & Skin + CSS Queries – Screen resolution & orientation + Single Base multiple Looks
    24. 24. Touch of JavaScript + Browsers don’t all support CSS3 Media queries + Custom JS implementation incorporated – to support Browsers like IE.
    25. 25. Demo
    26. 26. Fishbowl SolutionsMobile Application Innovations
    27. 27. WebCenter Spaces Oracle iPhone App + Overview: + iPhone Access to WebCenter Spaces – Manage connections – Group projects + Features & Benefits: + Easily consolidate messages + Clean, recognizable UI + People Connection search + Local file system and “Open In” support + Bookmark favorite items
    28. 28. WebCenter SpacesFishbowl Mobile Collaboration + Overview: + Native Application – iOS, BlackBerry, Android and Windows Access to WebCenter Spaces – Manage connections – Group projects – Access WebCenter via browser + Features & Benefits: + Synchronize content + 3 touch content upload + Pull content from external sources + Interactions cached for offline access + Portable to ADF Mobile + Technologies: + HTML5, CSS3, Phonegap
    29. 29. Demo
    30. 30. Oracle Desktop Integration Suite – WebDav + WebCenter Content WebDav Folders management
    31. 31. WebCenter SpacesMobile Integration Suite Overview: • Native Application – iOS, BlackBerry, Android and Windows Access to WebCenter Content – Manage Assets within Webcenter Content Webdav Folders Features & Benefits: • Synchronize content • Media uploads – photo & video • Interactions cached for offline access • Portable to ADF Mobile Technologies: • Jquery Mobile, HTML5, CSS3, Phonegap
    32. 32. Demo
    33. 33. Engaging With Fishbowl Solutions Positioning for Develop Mobile WebCenter Portal Application Similar Responsive Design to LinkedIn template update to & Sites Integration WebCenter through the REST API Phase 1 Phase 2 Phase 3
    34. 34. The Future and what we can do now toenhance the users journey+ Voice Enablement+ Device Integrations – Mobile touch, gamepads+ Touch Events PS5+ Spatial Gesture Integrations – Kinect Xbox360 & PC
    35. 35. Fishbowl Solutions iPad App Quick Start Program for WebCenterSoftware & Services Offering to ExtendWebCenter Content to the iPad
    36. 36. Why Quick Start + World Leaders in WebCenter Mobility + Similar Customer Needs + Customer Want a Solution That Is: – Easy to Use – Proven and Successful – Quick Launch Time
    37. 37. Mobile Quick Start Defined + Native iPad Application + Search & Browse for Content + Maintain WebCenter Security + Online & Local Content Libraries + View Content + Share Content via Email to Secure Download Site + Organize Local Content into Folder Structure + Metadata-Driven Navigation for Virtual Folder Browsing
    38. 38. Launching in Less than a MonthNavigation Metadata Email Cart Skinning & UI Analytics Digital Signing Testing LaunchDefinition Tuning Configuration Integration Integration Define Taxonomy for File download Skin with Integration with Apple User Testing Launch App navigation content component corporate color Google Enterprise hierarchy availability, sort installation and scheme & logo Analytics Deployment structure order, and configuration Signing filters DAYS 1-4 DAYS 4-10 DAYS 10-12 DAYS 12-14 DAYS 14-17 DAYS 17-20 DAYS 20-25 DAYS 25-30
    39. 39. Starting from Scratch Application Navigation Email Cart Analytics Digital Signing Testing Launch Definition Configuration Integration Development Define File download Integration with Apple User Testing Launch App metadata component Google Enterprise Develop custom navigation installation and Analytics Deployment hierarchy configuration Signing iOS application to structure communicate with WebCenter Content and view, download, sync, store, and email content from within the iPad. DAY 100 DAYS 1 - 75
    40. 40. Architecture Mobile Content Server Device Native Application Remote Service API <HTTP(S)> JSON Data Mobility API Mobility Components Local Local Storage DB
    41. 41. App Overview
    42. 42. Primary Nav + Navigate to 5 Primary Views – Online Content Library – Local Content Library – Folders – Email Cart – Global Search (Online or Local)
    43. 43. Online Content Library+ Online WebCenter Repository+ 9-Up Grid View+ Swipe for More+ Thumbnails+ Touch to View+ Long-Press Actions
    44. 44. Local Content Library+ Local WebCenter Repository+ Offline Access+ 9-Up Grid View+ Swipe for More+ Local Thumbnails+ Touch to View+ Long-Press Actions+ Sync with Online Version
    45. 45. Global Search+ Available Local or Online+ 12-Up Grid View+ Keyword Search+ Sort by Title or Date
    46. 46. Folder View+ Add from Address Book+ Type in Addresses+ Send to Multiple+ Badge Indicator
    47. 47. Email Cart+ Add from Address Book+ Type in Addresses+ Send to Multiple+ Badge Indicator+ Secure Temporary Download Site
    48. 48. Quick Filters + Four quick filters + Metadata Query Define Filters – Can be complex or simple queries + One at a time
    49. 49. Left Nav + Virtual Folder Nodes + Metadata Driven + Multilayer Navigation + Mirrored for Online & Local + Stored in Content Server as HCST Configuration File
    50. 50. Left Nav
    51. 51. Sync Content + Keep local copies up-to-date – Sync local content with latest versions + Local Library + Local Folders + Navigation + Help Files
    52. 52. Maintain WebCenter Security + Secured Content – Sign in with WebCenter credentials – Users only see items they have access to – Configurable login time caching
    53. 53. Additional Content Security + Metadata-Based Security – Normal – Save local & Email – Restricted email delivery – Restricted viewing with 3rd party application – On-Line Veiwing only + Optional File Encryption – For storage on local device file system – Cannot encrypt video
    54. 54. Settings+ Control What Content You See+ Hide Irrelevant Results+ Metadata Driven+ Examples – Language – Types – Industry – Product Line
    55. 55. Help+ Help Files in WebCenter+ Automatically Stores Help Locally+ Syncs Updates+ Multiple Types – Video – Images – PDF – etc.
    56. 56. Analytics + Integration with Google Analytics + Built in Event Tracking + See who’s using the app + See what content is… – Viewed most – Shared most – Not viewed
    57. 57. Analytics Examples
    58. 58. Skinning + Graphic Replacement – Keep Layout – No image resizing + Flexible Engagement Model – You provide color & logo, we skin – We provide file names & dimensions, you skin + Retina Resolution Ready – Support for new iPad Retina Display
    59. 59. Skinning
    60. 60. Fishbowl Skin
    61. 61. Sample Skin
    62. 62. Fishbowl Skin 2
    63. 63. Landing Pages + Online, Local, & Folder Home Screen + Stored in WebCenter + Automatically Sync + Support for: – HTML – PDF – PNG + Use Possibilities – Corporate Logo – Getting Started Guide – Featured Company Info
    64. 64. Code Signing + Enterprise signing – Requires Apple Enterprise Account – App does not need Apple Approval – Can be given to partners or employees
    65. 65. Demo
    66. 66. Questions?
    67. 67. What’s Next+ Meet with a Fishbowl WebCenter Mobile Expert+ Schedule a Demo+ Contact Us for More Info • 952.465.3400 • + NEW! Android Tablet App – Also Available
    68. 68. Questions?
    69. 69. Fishbowl Summer Webinar Series+ Preview Fishbowls SharePoint Connector for Oracle WebCenter Version 2.0 – Beta Customers Wanted! – June 21st, 12pm CST register:
    70. 70. Contact Us web: email: phone: +1.952.465.3400 blog: twitter: @FishbowlE20 facebook: linkedIn: join our groups webcenter content & webcenter portal