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Nuxeo CMF, a framework for case centric applications

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Alain Escaffre, Darcy Carrié, and Mariana Cedica present real-word examples of how Nuxeo CMF provides case management solutions for large scale businesses and organizations.

Alain Escaffre, Darcy Carrié, and Mariana Cedica present real-word examples of how Nuxeo CMF provides case management solutions for large scale businesses and organizations.

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  • 18/10/2011
  • 18/10/2011
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  • Transcript

    • 1. Nuxeo CMF A framework for Case Centric applications Alain Escaffre Darcy Carrié Mariana Cedica
    • 2. Introducing Case Management
    • 3. Use Case 1: Car Insurance - Incident claim YES NO
    • 4. Use Case 2: RFP management
    • 5. What are the differences between our 2 Use Cases ? Case 1 (insurance) is business specific while Use Case 2 (RFP) is generic and horizontal Workers are not the same Workflows are different
    • 6. What is similar between our 2 Use Cases ? Both have a custom lifecycle, beginning and end Different documents are stored but always the same type. Documents from various support : office documents, emails, fax … Dates, deadlines and meetings are part of each process Both cases have a global workflow, with the possibility of modifications and exceptions
    • 7. What tool to use ?
      • Raw Document Management ?
        • Great for document organization
        • Usual workflows are too light
      • BPM ?
        • Not adapted for managing documents
        • Workflows not flexible enough
      • BPM + Document Management + lots of integration ?
      • Use A Case Management tool !
    • 8.
      • Multiple use cases with business actions and custom data models to implement
      • Lots of integration with external IT systems
      • A framework to build case-centric applications
      CMF: a framework, not an “out of box” application
    • 9. CAP includes all the common features to manage documents and navigate inside the content repository : CMF based on Nuxeo Content Application Platform (CAP) Locking 1.0, 2.0, 2.1 Versioning and Preview and Annotations
    • 10.
      • Holds structured data
      • Has a specific lifecycle state
      • Contains various “Case Item” of different types, can contain FOLDERS
      Nuxeo CMF : Case Structure
    • 11.
      • Personal and Departmental file plans to organize case work
      • File plans have permissions : Read, File, Manage
      • File plans are shareable
      Nuxeo CMF : File plans
    • 12. Nuxeo CMF : Mailbox Mailboxes support delegation management Mailboxes can be functional or personal Mailboxes receive distributed cases
    • 13. Nuxeo CMF : Content routing 1 - End users can set up Advanced Workflows from the UI 2 - Case will follow simple routes, parallel, conditional, fork, merge, that define a scheduling of steps … 4 – Using Automation, Studio user can configure new kind of Steps with business logic. 3 - A step has a type, each type of step will do something on the case: distribute, create a task… ?
    • 14. Nuxeo CMF : Content routing
      • Technically routes and steps are implemented as documents, which natively brings:
        • Easily configurable security on Routes (sharing Routes, hiding some of the steps of a Route)
        • Easy supervision : Just content routes to set up with Studio !
        • Native Nuxeo I/O format
    • 15. Demo time !
    • 16.
      • Build business templates with Studio
      • Cases, Case items, search screen, all configurable in Studio
      • Create customized content routing steps
      • Coming Soon: Configure tabs, mailboxes, dashboards, …
      Nuxeo CMF : Configurable through Studio
    • 17.
      • Claims management
      • Requests management
      • Certification / Audit process
      • Investigation
      • Human resources process
      • etc……
      Nuxeo CMF : For which projects ?
    • 18. Nuxeo CMF : For which impediments ?
      • Quickly set up and re-set up business oriented workflows
      • Improve visibility on the state of each case and identify where are the blockers so as to optimize your internal process
      • Have an easier integration on the whole life of the cases documents: from capture to archiving, going through ERP
    • 19.
      • A case = an envelope : Incoming or Outgoing
      • Content routing is used to manage mail distribution inside the company
      • Nuxeo Mail template on top of CMF !
      Correspondence
    • 20.
      • Content Routing extension
      • Office templates management
      • Events management
      Roadmap
    • 21. Thank you!

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