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Alfresco Master Content Management

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Organisations are also deploying Master Data Management solutions to provide key referential information for all aspects of their business such as as customer, product, employee, partner, citizen or …

Organisations are also deploying Master Data Management solutions to provide key referential information for all aspects of their business such as as customer, product, employee, partner, citizen or government agency. This referential information can be used across all the systems for operational and collaborative purposes. It also provides the basis of delivering operational Business Intelligence (BI).

Based on their experience of implementing Alfresco for a number of financial services organisations, Zaizi will present how Alfresco has integrated with Master Data Management to provide a Master Content Management platform. This webinar will highlight the capabilities of Alfresco and Zaizi’s expertise in delivering a content management service that delivers accurate information to users in the context of their need, irrespective of whether it’s in an email message, a document, an image or a transaction.

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  • 1. Alfresco Master Content Management Pulling together an accurate view of organisational content and delivering it in a trusted manner, as a service Aingaran Pillai CEO, ZAIZI Alfresco Master Content ManagementWednesday, 27 March 13
  • 2. • Zaizi is a consultancy and systems integrator specialising in assembling smart content solutions using Alfresco. • Our team have experience building and delivering a wide range of enterprise solutions including document and web content management systems, portals and corporate extranets on Alfresco. • We are an Alfresco certified Platinum Partner. • Alfresco Partner of the Year 2012! • Working with a number of large financial services firms. Alfresco Master Content ManagementWednesday, 27 March 13
  • 3. "Already the UK is producing some great young technology companies such as Mindcandy, moo.com and Zaizi that have embraced principles of opportunity and boundless vision and combined them with first- rate engineering and design ideas." - John Powell, Founder & CEO of Alfresco, March 2012 Alfresco Master Content ManagementWednesday, 27 March 13
  • 4. Financial Services need Document Management Alfresco Master Content ManagementWednesday, 27 March 13
  • 5. Challenging Times 2008 Alfresco Master Content ManagementWednesday, 27 March 13
  • 6. Challenging Times 2012 Alfresco Master Content ManagementWednesday, 27 March 13
  • 7. Data Management gains prominence • Systemic risk at the heart of the financial crisis of 2008 • Accurate view of risk • Focus of industry and regulators (e.g. Dodd–Frank Wall Street Reform Act, European Market Infrastructure Regulation, Solvency II directives and the Basel Accords) • All of these legislative initiatives require companies to comply with standards and are dependent on the availability of accurate and comparable data from many diverse sources. Alfresco Master Content ManagementWednesday, 27 March 13
  • 8. Enterprise Data Management (EDM) Council • Established in 2005 as non-profit trade association to create and implement standards for effective data management. • Board of Directors (2010): Babson Capital, Bank of America, Barclays, BNY Mellon, Broadridge, Citigroup, Credit Suisse, Deutsche Bank, Federal Reserve Bank of NY, GoldenSource Corporation, HSBC, IBM Corporation, JP MorganChase, Lloyds, M&G Investments, Nordea Bank, Northern Trust, Royal Bank of Canada, Standard & Poor’s, State Street Corporation, SunGard, Thomson Reuters • “...foundation of effective data management and an essential building block for business process automation.” Alfresco Master Content ManagementWednesday, 27 March 13
  • 9. Data Management Maturity Model (DMM) • Developed by Carnegie Mellon University Software Engineering Institute (SEI) and the Enterprise Data Management (EDM) Council. • Defines requirements for developing a data management strategy, implementing governance, managing data operations, improving data quality and integrating data effectively into business processes. • Based on Capability Maturity Model Integration (CMMI) methodology, DMM provides a comprehensive and standarised mechanism to establish a data management culture within organisations. Alfresco Master Content ManagementWednesday, 27 March 13
  • 10. Large amounts of data in unstructured documents & emails. E.g. over-the- counter (OTC) contracts! Alfresco Master Content ManagementWednesday, 27 March 13
  • 11. Documents Everywhere • Workflow Process • Case Management • Publishing • Web Content • Records Management • Document Scanning • Collaboration Alfresco Master Content ManagementWednesday, 27 March 13
  • 12. Workflow Processes • Lending • Mortgage origination • Student loan origination • Commercial property lending • Bond issuance deal management • Private mortgage insurance underwriting Alfresco Master Content ManagementWednesday, 27 March 13
  • 13. Case Management • Account Management • Account Opening • New employee on-boarding • Insurance claims • Legal contracts • CRM integration Alfresco Master Content ManagementWednesday, 27 March 13
  • 14. Publishing • Document Publishing • Proposal Generation • Sales & marketing collateral • Analyst research • Insurance product information • Customer bank statements Alfresco Master Content ManagementWednesday, 27 March 13
  • 15. Web Content • Information Portals • Investor Portal • Multi-lingual • Sales & marketing information portal • Intranet portal • Web site collateral • Personal banking portal • Insurance claim handling portal Alfresco Master Content ManagementWednesday, 27 March 13
  • 16. Records Management • Record Retention, Search & Disposal • Employee Records • Customer account records • Deal contracts Alfresco Master Content ManagementWednesday, 27 March 13
  • 17. Scanning • Document Scanning & Metadata extraction • Application form scanning • Supporting documentation • Faxes • Emails Alfresco Master Content ManagementWednesday, 27 March 13
  • 18. Emails (Not Archiving) • Email Management • Emails relating to trades and deals • Emails relating to customer • Faxes emailed in Alfresco Master Content ManagementWednesday, 27 March 13
  • 19. Additional Uses • Lending • Consumer banking - statement management • Community Lending • Trade confirmations • Small business lending • Collections and payment processing • Auto lending • Investment advisor mobile sales • Debt & equity underwriting Alfresco Master Content ManagementWednesday, 27 March 13
  • 20. Unstructured Data Avalanche http://cto.vmware.com/2013-predictions-for-big-data/ Alfresco Master Content ManagementWednesday, 27 March 13
  • 21. The Information Infrastructure • Enterprise Content Management is an importance competence and infrastructure technology Mobile • Vital due to Web Shared Drive 1. Compounding growth of content Email generated. 2. Integration of content with business Applications processes. SharePoint 3. Supporting mobile business user access and collaboration. 4. Maintaining governance and control to support regulatory and legal compliance. Alfresco Master Content ManagementWednesday, 27 March 13
  • 22. The Information Infrastructure Platform Web Mobile Shared Drive Email Applications SharePoint Alfresco Master Content ManagementWednesday, 27 March 13
  • 23. Enabling Enterprise Information Management • Data integration with CRM, ERP or Master / Reference Data Systems enables; • Single view of customers or counterparty. • Useful to drive business intelligence to provide better operational insights. • Full audit capabilities • Enhanced Security for compliance & reporting Alfresco Master Content ManagementWednesday, 27 March 13
  • 24. Master Data Management (MDM) • Systematic approach to define and manage an organisation’s master data. • Examples of Master Data include details of Employees, Customers, Suppliers, Products, Group Company, Counterparties and other information assets. • Move towards a “single version of the truth”. • Utilised for operational or analytical use cases. http://www.information-management.com/news/1059676-1.html Alfresco Master Content ManagementWednesday, 27 March 13
  • 25. Master Data Management (MDM) Solutions • MDM Solutions consist of data collection, transformation, normalisation and data consolidation & governance features. • Ultimately, data stored within a central store. • Pull changes or listen for change notifications. NoSQL Database SOA Architecture with Message Queues Database Linked Data Cloud Alfresco Master Content ManagementWednesday, 27 March 13
  • 26. Alfresco Talend Connector Alfresco Master Content ManagementWednesday, 27 March 13
  • 27. Alfresco Flexible Data Model Alfresco Master Content ManagementWednesday, 27 March 13
  • 28. Extendable Security Model • Hierarchical Group / Role based security model insufficient to cover all the required security restrictions required for a global organisation. User B • Extended Security model based on metadata attributes provide. Group A • Not hierarchical. • White lists & Black Lists • E.g. Employee Citizenship, Security clearance, Counterparty, Desks Alfresco Master Content ManagementWednesday, 27 March 13
  • 29. Metadata & Security Inheritance • Define metadata and security features at the top level. • Documents and sub-folders inherit metadata & security settings • Users & Line of business applications, just store documents • Alfresco automatically tags, classifies and specialise the content type Alfresco Master Content ManagementWednesday, 27 March 13
  • 30. Alfresco Content As Service - Not CMIS • Alfresco supports CMIS (Content Management Interoperability Services). Standard interface for applications. • However, CMIS is too chatty for applications. • Line of business applications not interested in storage. • Easy to build custom API for CRUD. • Hide information architecture logic from third party applications. Alfresco Master Content ManagementWednesday, 27 March 13
  • 31. Content As Service - API Management • Very important to manage API lifecycle! • Not all line of business applications want to upgrade at the same time. • API Access is authenticated for access. • OAuth 2.0 for web & Kerberos for Enterprise • Application Access Management is also key! • API Keys to ensure application access is monitored and tracked. • Apply Cloud Public API best practice to enterprise! Alfresco Master Content ManagementWednesday, 27 March 13
  • 32. Enabling Knowledge Workers • Adaptive Case Management based on integrated information strategy using Alfresco Workdesk • Case Data is Center not Process • SOP as guidance / frame for work • Holistic View on Data / Information • E.g. Customer / Counterparty KYC Process Alfresco Master Content ManagementWednesday, 27 March 13
  • 33. Semantic Technologies • EDM Council working Semantic Repository to bring together structured and unstructured data. It will enable data interoperability across organisations • EU directive to share and make available government data in machine readable format as Linked Open Data. • UK’s Open Data Institute (ODI) driving government and industry adoption of Open Linked Data. Alfresco Master Content ManagementWednesday, 27 March 13
  • 34. Content Enriched & Linked http://live.dbpedia.org/page/New_York_Knicks “The Knicks came into this as favourites despite losing three of their last four games as they top the Atlantic division of the Eastern Conference.” http://live.dbpedia.org/page/Atlantic_Division_(NBA) http://live.dbpedia.org/page/Eastern_Conference_Champions Alfresco Master Content ManagementWednesday, 27 March 13
  • 35. About New York Knicks Alfresco Master Content ManagementWednesday, 27 March 13
  • 36. Open Linked Data Cloud Alfresco Master Content ManagementWednesday, 27 March 13
  • 37. Private Linked Data Cloud Alfresco Master Content ManagementWednesday, 27 March 13
  • 38. Open Corporates - Open Data of The Corporate World Alfresco Master Content ManagementWednesday, 27 March 13
  • 39. Summary • Data Management is the focus of industry and regulators. • Industry bodies such as EDM Council are establishing best practice framework for data governance and clear evolutionary path to establish a data management culture within Financial Services organisations. • Financial services organisations are going to have to improve how they manage ALL their information assets for compliance and regulatory reasons. • Given the volume of data growth in the next years, will need to look at the new generation cloud scalable technologies such as Alfresco. • Alfresco’s open source extendable architect makes it the perfect solution to build Master Content Management systems on. Alfresco Master Content ManagementWednesday, 27 March 13
  • 40. Thank You! Aingaran Pillai ainga@zaizi.com Alfresco Master Content ManagementWednesday, 27 March 13