Mobile ECM Using Zia's Fresh Docs & Denver 311- Case Mgmt


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An overview of using mobile technology in the local government sector to improve efficiency, communication with constituents and drive innovation.

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  • Pay Parking and Traffic tickets Report graffiti, potholes or noise complaints Signup for email alerts, water eBilling, etc Apply for jobs, pet licenses, etc
  • Oracle ESB is Key Part of Oracle’s SOA provides a loosely-coupled framework for inter-application messaging. An ESB service is designed and configured and registered to ESB Server. The ESB Server supports multiple protocol bindings for message delivery, including HTTP/SOAP, JMS, JCA, WSIF and Java, Delivery methods can be synchronous/asynchronous, request/reply or publish/subscribe models. Currently, the ESB Server does not support Remote Method Invocation.
  • ESB Server The ESB Server is the server to which you register the ESB services that you have designed using JDeveloper ESB Designer and configured using the ESB Console. ESB Console The ESB Console provides a Web-based interface for managing, administering, and debugging services that you have registered with the ESB Server. ESB Metadata Server The database that holds your ESB metadata such as schemas, transformations, and routing rules. 4. Oracle Jdeveloper Oracle JDeveloper is a graphical and user-friendly way to model, edit, and design the services that comprise an Oracle Enterprise Service Bus system.
  • All kidding aside, enough architecture diagrams.
  • Mobile ECM Using Zia's Fresh Docs & Denver 311- Case Mgmt

    1. 1. Mobile ECM & Case Management using: Alfresco, Oracle SOA/ESB & PeopleSoft CRM Applied Excellence Mike Mahon, President, Office: 303.443.4004 x203 Cell: 720.289.7424
    2. 2. Agenda Applied Excellence <ul><li>Introductions </li></ul><ul><li>Zia Consulting Overview </li></ul><ul><li>Denver Architecture Overview </li></ul><ul><li>Mobile Case Management Presentation </li></ul><ul><li>Q & A </li></ul>
    3. 3. Who is Zia? A firm with deep technical expertise and strategic insight, coupled with our Agile software delivery methodology, provides numerous benefits to our customers: Applied Excellence <ul><li>Benefits </li></ul><ul><li>Achieve ROI by delivering improved operational efficiencies </li></ul><ul><li>Boost productivity by creating collaborative work environments </li></ul><ul><li>Maintain access and control of information through the enterprise </li></ul><ul><li>Allow employees to find the information they need, when they need it </li></ul><ul><li>Increase end-user adoption </li></ul><ul><li>Agile training by using Zia methodology and Rally tools </li></ul><ul><li>Raving fan customers </li></ul><ul><li>Professional Qualifications </li></ul><ul><li>Highly-experienced senior staff consisting of Business Analysts, Enterprise Architects, Software Engineers and Data Architects </li></ul><ul><li>Alfresco Professional Services Partner </li></ul><ul><li>IBM Partner </li></ul>Our Partners
    4. 4. Service Offerings Applied Excellence Enterprise Content Management (ECM) Enterprise 2.0 Solutions Enterprise Mobile Applications At its heart, our Agile-based methodology is centered on a close collaborative approach to maximizing value for our customers. Constant client communication is necessary to ensure that each development iteration addresses features with the highest business value , even if those features were unknown at the launch of the project. Zia ’ s Agile Solution Methodology Mobile workforce enablement is an increasing trend for Zia ’ s enterprise customers. Zia ’ s Fresh Docs ECM application is available for iPhone , iPad and Android platforms. The newly released Fresh Xpense application is a simple expense and receipt capture tool for the iPhone that integrates with The focus of technology should always be on people. Zia enables our customers to gain tremendous competitive advantage by allowing their team to collaborate more effectively, respond more quickly to changes, and make better decisions . Adopters of Enterprise 2.0 solutions will find they have a more productive, engaged and informed team. An ECM is a cultivation of knowledge -- one of the most valuable assets to any organization. A proper ECM system ensures content has integrity through proper version control, allows producers to easily create content and publish it to a variety of mediums, and it automates processes , streamlining the review, approval and distribution of content across an organization.  Zia's ECM offerings provide all of these benefits, and more, in a manner tailored to the client's business needs.
    5. 5. Applied Excellence Denver 311 Call Center and Web Interface
    6. 6. 311 Web Home Applied Excellence 5 Submit request online Call via 311 in the City or External # outside
    7. 7. Applied Excellence Oracle Service Oriented Architecture (SOA) and Enterprise Service Bus (ESB) Explanation
    8. 8. Typical SOA Architecture Applied Excellence 5 Users: Formerly Apps and Portals, Mobile is new Trend Define Business Process and expose via Service Leverage existing IT infrastructure, web sites, mainframes, data warehouses, etc. Image take from
    9. 9. The How of an ESB! Applied Excellence 5 Model, edit and design service Register and manage Services Image take from Intro to Oracle ESB Manage, adminster & Debug services
    10. 10. Applied Excellence Alfresco Config
    11. 11. High Availablility, Clustered Alfresco Instances Applied Excellence 5 Users Users
    12. 12. Applied Excellence Call Center Config
    13. 13. Denver’s Call Center Infrastructure Applied Excellence 5 Image take from
    14. 14. Applied Excellence Denver 311 Mobile iPhone Application
    15. 15. Project Goals Applied Excellence Cost Users Development and Support Technical <ul><li>Easy to Use </li></ul><ul><li>Must start small as a pilot before rollout </li></ul><ul><li>Secure </li></ul><ul><li>Minimize new skill development </li></ul><ul><li>Open Source – leverage the work of others </li></ul><ul><li>Availability of qualified Professional Services </li></ul><ul><li>Direct Cost Savings </li></ul><ul><ul><li>Use Denver SOA team to write service </li></ul></ul><ul><ul><li>Use Zia’s Mobile ECM knowledge </li></ul></ul><ul><li>Indirect Cost Savings </li></ul><ul><ul><li>Productivity </li></ul></ul><ul><ul><li>Simplicity </li></ul></ul><ul><li>Leverage Oracle ESB </li></ul><ul><li>Minimize Integration Effort </li></ul><ul><li>Leverage Existing Hardware </li></ul><ul><li>Leverage PeopleSoft CRM Call Center </li></ul><ul><li>Leverage Alfresco </li></ul>
    16. 16. Mobile Case Management A real world example Applied Excellence 12
    17. 17. Mobile Case Management What does it do? Applied Excellence 12 Creates work ticket in PeopleSoft Stores content in Alfresco Notifies stakeholders of ticket status changes Secure communication via Oracle Enterprise Service Bus (ESB)
    18. 18. Mobile Case Management A living example Applied Excellence 12 List of case options (think workflow or tickets) Generated from ERP Each case type has different information required
    19. 19. Mobile Case Management New Case and Status of Existing Applied Excellence 12 &quot;Report a Problem&quot;: Allows users to create a new case Area for system generated notifications
    20. 20. Mobile Case Management Different Case Options Applied Excellence 12 Graffiti or Vandalism has 2 case types you can submit Animal & Pets has 8 case types
    21. 21. Mobile Case Management Enter Metadata and images Applied Excellence 12 Enter required information for the selected case type
    22. 22. Mobile Case Management A living example Applied Excellence 12 Add geo-location information
    23. 23. What about CMIS? Applied Excellence
    24. 24. Fresh Docs Connects to Any CMIS 1.0 ECM Applied Excellence 5 Can connect to any CMIS 1.0 compliant System Alfresco Enterprise 3.3.x and IBM Filenet P8 Shown Tested against Nuxeo, Day, & SharePoint as well
    25. 25. Search Repository Applied Excellence 11 Search “content” returns results
    26. 26. Edit Metadata Applied Excellence 7 Changes will be stored directly in CMS Systems Access permissions are controlled from repository
    27. 27. How do you edit using native apps on the iPad and save to the CMS? Applied Excellence 8
    28. 28. Applied Excellence 8
    29. 29. Applied Excellence 9
    30. 30. Summary Applied Excellence Common Sense Decisions Strong Partnerships Image take from <ul><li>Denver is PARTNERing with Zia </li></ul><ul><li>Zia brings expertise </li></ul><ul><li>Alfresco brings cost-effective OS platform </li></ul><ul><li>Denver strong management & strong core </li></ul><ul><li>Deliver Solutions Customers Want </li></ul><ul><ul><li>Easy to use apps, on common devices </li></ul></ul><ul><li>Leverage Existing Assets </li></ul><ul><ul><li>IT Investments – PeopleSoft, Oracle, Alfresco </li></ul></ul><ul><ul><li>Knowledge from In-House teams </li></ul></ul>
    31. 31. Questions & Answers Applied Excellence Sales 303.443.4004 x203 [email_address]
    32. 32. Applied Excellence Image take from