Overview of the workplace from the future:
How companies build their Offices, what is their vision.
And how the PDF Editing intergartes within the Digital Workplace ecosystem
2. Digital Workplace: Overview
The Digital workplace consist in creating an
environment that will help any employee
optimize their productivity and well being,
while helping the company reduce costs.
The target architecture should take into
account:
- Accessibility: let employees securely acess
their content anywhere
- Mobility: allow employees to get out of the
office and work where they need to
- Moving Paperless: replace paper with apps
and save in paper related costs
- Real-Time collaboration: let employees can
collaborate and discuss in real time like in
an office
At the Office At HomeTravelling
Real Time
Collaboration
Real Time
Discussion
Document Access Data Access
Apps
3. Digital Workplace: How to build it
Server Environment
Personal Desktop Environment
Mobile Device Environment
Desktop Default Apps
PLATFORMS
ECM
CORPORATE APPS
SPECIFIC APPS
When building a digtal wokplace, a company usually goes step
by step; following a process going from the infrrastructure to the
specific need.
- A key to start is to choose the ideal hardware platform, one
or a few operating systems that will match the end-user
needs (eg: marketing teams usually choose mac, when legal
prefer PC).
- Then the system architect will choose the software that
everyone will use almost daily to access content, process it
and secure it. These needs usually apply to most of the
employees.
- The last step is to create the specifics use case that will
require specific software.
To reach a perfect architecture, the company has to create a
hardware & software ecosystem that can perfectly:
- Provide an answer to the users busines needs: have
functionalities to adress every use case
- Facilitate the busines processes, by integrating each app
into an optimized workflow and each other
Digital
Signature
CRM
PDF Editing Tool
4. Foxit end user solutions: fits in a digital world
Phantom PDF
Track
Control
Secure
Mobile PDFFoxit Reader
4
Read
Edit
Share
Secure
Read
Edit
In the context of a digital
workplace, Foxit has developped a
technology that fits all of the
company needs regarding PDF
edition:
- Read a document in a secure
environment
- Read and edit a document out
of the office
- Edit, share, secure, collaborate
a document easily from any
device
- Have analytics and feedback
on any document
- Stay connected to your
document from anywhere
5. Phantom PDF: Work from anywhere
Phantom PDF for Business
pour vos appareils mobiles
Phantom PDF Online avec
tous vos navigateurs
Phantom PDF pour tous vos
OS
Mobile Online Desktop
To be able to adapt to all the companies needs, Foxit is compatibe with all of the work environments, in order to
integrate perfectly in any digital environment
6. Phantom PDF: seamless integration with your workflows
- Keep your data in your ECM systems in conformity with your data and record management
policies
- Native integration with you desktop apps and environments
- Use your existing Digital & signature tools within Phantom PDF
C
7. A Digital Workplace in motion: Use Case 1: Dan the salesguy
2.30 PM, 31st of December. After a few months of work, Dan a
SalesGuy, is about to sign a big deal, he thinks he can get the deal
signed by COB today. His optimized digital wokplace will help him
- The quote is exported under the PDF
format.
- He opens it on Phantom PDF, checks if
everything is normal, then uses the outlook
integration to send it for approval to Eric, his
manager
2.45pm
- Eric sees directly an error in the
numbers.
- He creates a comment to highlight the
error. He sends back the document to Dan
3.12pm
- Dan finishes a customer meeting. Being
outside, he uses his PDF mobile editing
app to modify his document. Then he
sends it to his customer, Wendy
4pm
- Dan creates a quote on Salesforce2.33pm - Wendy opens the PDF and verifies evey
line.
- She sees that everyting is fine, so she
uses the Phantom PDF Docusign
Intergration to sign the contract
5.25pm
5.45
Dan receives the contract, opens it with
Phantom PDF to verify the signature and
saves it to Documentum with the
integration within Phantom
6PM: Dan even has the time to go for a drink before joining his family
for NY Eve!
Eric is happy.
8. A Digital Workplace in motion: Use Case 2: The legal department
Jenny is a lawyer in a big Law Firm. She has to deal with various
documents processing various subjects today
- On Phantom PDF, she blackines the
customer payment information for no one to
be able to see it later
- She now can save it in Imanage from
Phantom PDF. The folder access rights will be
automatically applied
- Jenny now receives an Associate
employment contract that she has to sign
- She uses the integrated Foxit Signature
to put he initials on each page.
- To sign the contract, she uses the
Docusign Integration
- She now can send the document to her
new Associate using the Outlook
integration
09 am
- Jenny, opens an invoice in an Excel file and
creates a PDF within the Excel thanks to the
Phantom PDF Integration
08.30 am
09:07
- Now Jenny receives 100 employment
contracts from a Due Diligence process.
Before saving them all in the DD folder, she
creates an action wizard and deletes all the
confidential information in less than one
minute
09.10: after a very productive early morning, Jenny can go and enjoy
her morning coffee
- For the record, she will transform the
document in PDF-A and saves it into a
NetDocument where a record
management policy will apply
automatically
09.03 pm
08.40 am
08.55 am
9. A Digital Workplace in motion: Use Case 3: the connected R&D
DepartmentSarah, Head of R&D department in a pharmaceutical company, is
working on a recipe to create a new medicine
- Sarah now shares her document to her
team. As her office is trying to reduce
paper costs, she deactivates the printing
option for a few teams.
- After sending the document, she
realizes that the documpent was sent
to an external person. That should not
see it. In a minute, she revoques access
to this person, that will not be able to
access the content.
- With the analytics integration from
Phantom PDF, Sarah sees that only a few
people have read the documents, and even
less have commented
05/06
- Sarah is working on Google docs on her new
formula. After finishing creating a first draft,
she uses the Phantom PDF/Gsuite integration
to save the document as a PDF
02/06
07/06
- Now that she has all the reviews, she
can update the document. She now
sends, throught Connected PDF, an
alert stating that the document has
been updated, to make sure that
everyone reads the latest verion
08/06 : Sarah can now send the document to the legal health
autorities for them to validate the go to market
- To make sure everyone has read the
document and gives a feedback, Sarah
organizes a shared review. Everyone will
now comment read the document
together and comment it, while the
comment will be viewed in real time by
the others
06/06
9.30am to
10.30am
02/06
02/06