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Applied	
  Excellence	
  




                                              Increasing Worker Productivity
                                               with ECM & Collaborative PM
                                              on the iPad, iPhone & Android
                                                         Phones
                                                                                                                                       Mike	
  Mahon,	
  CEO	
  &	
  President,	
  mike@ziaconsul=ng.com	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  
                                                                                                                                                                                                                                                                                            Office:	
  303.443.4004	
  x203	
  
                                                                                                                                                                           	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  Cell:	
  720.289.7424	
  
                                                                                                                                                 Cengiz	
  Sa=r,	
  Manager	
  CM	
  Products	
  &	
  Strategy	
  
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insert it again.
                                                                                                                                                                                                            	
  Cengiz_Sa=r@us.ibm.com                                                                                                                                   	
  
                                                                                                                                                                                               IBM	
  Enterprise	
  Content	
  Management	
  
Presentation Goals

  Strategy	
  to	
  Increase	
  Mobile	
  ProducBvity	
                  Use	
  CMIS	
  &	
  Standards	
  for	
  Mobile	
  
                                                                    CMIS	
  is	
  an	
  easy	
  to	
  learn	
  standard	
  
     Choose	
  Projects	
  Wisely	
  
                                                                                 Connects	
  to	
  most	
  ECM	
  systems	
  
           Get	
  a	
  win!	
  
                                                                                 Similar	
  to	
  SQL,	
  easy	
  transi=on	
  
     Leverage	
  Exis=ng	
  IT	
  Assets	
  and	
  Skills	
  
                                                                                 Proven	
  out	
  on	
  IBM,	
  Alfresco,	
  
           Use	
  an	
  ESB	
  
                                                                                  OpenText,	
  etc.	
  
     Crea=vely	
  Problem	
  Solve	
  
                                                                          Use	
  REST,	
  SOAP	
  for	
  other	
  Communica=on	
  




   Who	
  Cares?	
                                               Mobile	
  ECM	
  Apps	
  –	
  Free	
  Tools	
  
      ECM	
  Wins	
                                               CMIS-­‐based	
  tools	
  	
  
      Mobile	
  Wins	
                                            Edit	
  Tools	
  
      Integra=on	
  Wins	
                                        Technology	
  to	
  =e	
  in	
  your	
  App	
  to	
  your	
  ECM	
  




                       ©	
  Zia	
  Consul=ng,	
  2011	
  
Applied	
  Excellence	
  




Does this really matter?
The context of content management today

 PaDerns	
                                                  Challenges	
                                   SoluBon	
  
 •    Informa=on	
  is	
  immediate	
                      •    Content	
  access	
  anywhere	
             •    Mobile	
  social	
  and	
  content-­‐
 •    Collabora=ve,	
  	
                                  •    Access	
  and	
  security	
                      centric	
  apps	
  (CMIS)	
  
      ad-­‐hoc	
  processes	
                              •    Workflows	
  &	
  business	
  process	
      •    Content	
  management	
  
 •    Work	
  is	
  knowledge	
  intensive	
  	
           •    Content	
  reuse	
  /	
  repurposing	
      •    Web	
  content	
  management	
  
 •    Content	
  is	
  essen=al	
  for	
  decision	
       •    Archival	
  &	
  records	
                  •    Mobile	
  content	
  access	
  
      making	
                                                  management	
                                •    Messaging,	
  file	
  management	
  
 •    Outcomes	
  are	
  sustained	
                       •    Federated	
  searching	
  	
                •    Comprehensive	
  document	
  
 •    Relies	
  on	
  smart	
  people	
                    •    Content	
  lifecycles	
  &	
  single	
           management	
  
                                                                sourcing	
  	
                              •    Social	
  collabora=on	
  
                                                                                                            •    Office	
  collabora=on	
  


KEY:	
  Content	
  awareness	
                           KEY:	
  Dynamic,	
  cross-­‐                      KEY:	
  Integrated	
  solu=ons	
  to	
  
and	
  ac=on	
  measured	
  in	
                         enterprise	
  access,	
                           enable	
  swii,	
  collabora=ve	
  
hours	
  to	
  minutes	
  	
                             management	
  and	
  control	
                    outcomes	
  
Global business is becoming more social
 “Social	
  content	
  ….	
  is	
  the	
  fastest-­‐growing	
  
 category	
  of	
  new	
  content	
  in	
  the	
  enterprise.”	
                                                   Which Web Technologies Are Being Adopted By Your Company
                                                                                      —	
  Gartner	
  


                                64%	
                                                                                       Source: Information Week - The Growth Imperative, September, 2010




     Solve	
  problems	
  in	
  the	
  workplace	
  through	
  experience-­‐
      based	
  advice;	
  stay	
  current	
  and	
  learn	
  what	
  my	
  peers	
  
                                        know.	
  




                                55%	
  
       Make	
  beker	
  decisions	
  based	
  on	
  insights	
  from	
  like-­‐
                                                                                                                                                  41.8% CAGR
                                                                                                                                                   2008-2013



                         minded	
  professionals.1	
  
                                                                                                                                                                       Source: IDC, August 2009



Sources: 1. Toolbox.com/PJA Social Media Index, August 2010. 2. Wikipedia, December 2010. http://en.wikipedia.org/wiki/
List_of_countries_by_population
Benefits of the social transformation
People are transforming the way they interact and the way they work, driving real business results:



                           69%	
  
                  Of workers report their companies have
                  gained measurable business benefits,including:
                      –  More innovative products and services
                        –  More effective marketing
                        –  Better access to knowledge
                        –  Lower cost of doing business
                        –  Higher revenues1



    “Social	
  media	
  has	
  shi.ed	
  control	
  of	
  the	
  corporate	
  
    message	
  away	
  from	
  the	
  organiza8on	
  and	
  towards	
                               Burson-­‐Marsteller	
  
    consumers	
  and	
  other	
  stakeholders,	
  and	
  running	
  	
                              “The	
  Global	
  Social	
  	
  
    away	
  and	
  hiding	
  is	
  no	
  longer	
  the	
  safe	
  op8on.”	
                         Media	
  Check-­‐up,”	
  	
  
                                                                                                    February	
  2010	
  
Source: 1. “How companies are benefiting from Web 2.0”: McKinsey Global Survey Results, September 2009
Challenges of social business + enterprise content
Social	
  content	
  has	
  introduced	
  new	
  challenges	
  around	
  managing	
  informa=on	
  


                                        Organizations: paralyzed by security and
                                        governance concerns


                                         Human resources: difficulty increasing worker
                                         effectiveness

                                         Product development: problems managing and
                                         repurposing unstructured content


                                        Marketing: challenged with locating subject
                                        matter experts
Intersection of social and content
It	
  is	
  about	
  the	
  people,	
  content,	
  the	
  work	
  they	
  do,	
  and	
  how	
  others	
  leverage	
  it	
  


  Improve the strength and speed of
   connecting people with content

  Enable the right business processes with
   real-time collaboration capabilities in
   context

  Nurture adaptive and participatory
   communities

  Provide new, efficient and cost-effective
   ways for people to create high value
   content
The business value of social content
  Connect the right subject matter experts with content producers and consumers
  Leverage the right knowledge and skills, quickly responding to market changes with
   relevant and accurate information
  Mitigate risk by proactively managing and governing information, and intuitively
   extending social and collaborative content to broader enterprise content services
  Leverage and extend existing investments in web, email and related applications,
   providing high ROI
  The results:
   – Lower costs
   – Better insights
   – Improved productivity
   – Better decision making
   – Improved customer satisfaction
IBM Social Content Management, a different
and Smarter Approach
                                                                            Aier	
  Social	
  Content	
  
                                                                            Iden8fy	
  what	
  content	
  maJers,	
  why,	
  and	
  to	
  
                                                                            whom,	
  then	
  apply	
  the	
  right	
  content	
  solu8on	
  	
  

                                                                                      People	
  Centric	
  

ECM,	
  Evolving	
  and	
  Extending	
  
All	
  content	
  is	
  equal;	
  focus	
  was	
  on	
  crea8ng	
  an	
               Open	
  and	
  collabora8ve	
  
infrastructure	
  to	
  store	
  and	
  manage	
  
everything	
  
        Document	
  Centric	
                                                         Community	
  oriented	
  	
  

      Infrastructure	
  and	
  Centralized	
                                          Content	
  relevance…	
  	
  
                                                                                      user	
  tags	
  &	
  ra8ngs	
  
      Ad-­‐hoc	
  Collabora=on	
  

      Metadata	
  oriented	
                                                          Inside	
  &	
  Outside	
  the	
  firewall	
  
      Inside	
  the	
  firewall	
  
By 2011, the world will be 10x more instrumented then it was in 2006.
  Internet connected devices will leap from 500M à 1 Trillion.
                   1,800
                                     10x"
                   1,600
                                  growth in"
                   1,400           5 years
                   1,200                                                                      RFID,
        Exabytes




                                                                                      Digital TV,
                   1,000
                                                                                     MP3 players,
                    800                                                        Smart Phones/Devices,
                                                                         Digital Cameras, VoIP,
                    600
                                                                       Medical imaging, Laptops,
                                                                  smart meters, multi-player games,
                    400
                                                            Satellite images, GPS, ATMs, Scanners,
                                                       Sensors, Digital radio, DLP theaters, Telematics ,
                    200                     Peer-to-peer, Email, Instant messaging, Videoconferencing,
                                      CAD/CAM, Toys, Industrial machines, Security systems, Appliances
                       0
                           2005     2006        2007         2008         2009        2010        2011


Approximately 70% of the digital universe is created by individuals, but enterprises are
       responsible for 85% of the security, privacy, reliability, and compliance.
The Role of CMIS in Social Content Management
Using Content Management Interoperability Services (CMIS) to enable applications


                                                    Reduce Costs and Risks

                                      Reduces the cost and complexity of building ECM based
                                       applications -- unlocking content customer’s already have
                                      Decouples Web services and content from the content
                                       management repository, enabling customers to manage content
                                       independently
   Cut Costs and                      Dramatically simplifies application development of common Web
                                       services and Web 2.0 interfaces
      Improve
     Employee                                          Increase Productivity
    Productivity                      Makes finding and accessing content easier
                                      Unlocks the full value of content
                                      Reduces development time to integration applications with ECM
                                       Sources
                                      Grows the ISV and developer community that provide critical
                                       customer solutions to complex business problems
Applied	
  Excellence	
  




How do I implement a mobile ECM
           Strategy?
Choose Your Projects Wisely!
Contracts	
  Management	
  System:	
  the	
  official	
  system	
  that	
  stores	
  signed	
  contracts	
  &	
  
                                associated	
  aDachments          	
  
                            Poor	
  UI	
  	
  
                                                                                           Meager	
  search	
  capability	
  

                             Manual	
  load	
  of	
  metadata	
  
                                                                                                               Slow	
  Performance	
  


                             Memory	
  Leaks	
  	
  

                                                                                   Nightly	
  Server	
  Reboots	
  



                           One	
  security	
  role	
  	
                            1	
  of	
  14	
  disconnected	
  
                                                                                     Doc	
  Mgmt	
  	
  systems	
  
                          Poor	
  audiBng	
  &	
  
                           RM	
  capability	
  	
  
                                                                               LiDle	
  Staff	
  ExperBse;	
  
                                                                            One	
  consulBng	
  company	
  



 ©	
  Zia	
  Consul=ng,	
  2011	
  
Get a Win!
           First Project: Contracting and Financial Records
  	
  

• 	
  Implemented	
  a	
  New	
  ECM	
  System	
  
         • 	
  Exceeded	
  results	
  of	
  all	
  previous	
  
               Document	
  Management	
  projects	
  
• 	
  12	
  weeks:	
  
            • 	
  No	
  infrastructure	
  established	
  before	
  
              project	
  start	
  
• 	
  Staff	
  learned:	
  
            • 	
  New	
  System	
  
            • 	
  New	
  Methodology	
  
•  	
  Real-­‐=me,	
  automated,	
  SOA	
  interface	
  with	
  
   PeopleSoi	
  



                                                                      Document	
  Mgmt	
  Func=onality	
  	
  
                                              Status:	
  	
             Implemented	
  in	
  4	
  months	
  
         ©	
  Zia	
  Consul=ng,	
  2011	
  
Applied	
  Excellence	
  




                                     How Do I Leverage Existing Assets?
                                               SOA and ESB!




©	
  Zia	
  Consul=ng,	
  2011	
  
Typical SOA Architecture
   Users: Formerly                     Applied	
  Excellence	
  
 Apps and Portals,
Mobile is new Trend




   Define Business
Process and expose
        via Service




Leverage existing IT                   Image take from
                                          Zuzel.org
 infrastructure, web
  sites, mainframes,
   data warehouses,
                 etc.

  ©	
  Zia	
  Consul=ng,	
  2011	
  
The How of an ESB!
                                                                   Applied	
  Excellence	
  




        Model, edit and
        design service




     Register and
  manage Services

                                     Manage, adminster &
                                         Debug services



                                                           Image take from
                                                            Intro to Oracle
                                                                  ESB
©	
  Zia	
  Consul=ng,	
  2011	
  
Example of Leveraging Existing Assets:
             Contracting Automation – ECM Win!
                                                                           Business	
  Problem:	
  
                                              Standardize	
  process,	
  improve	
  efficiency,	
  increase	
  transparency	
  
                                             Support	
  automated	
  contract	
  requests,	
  draiing,	
  council	
  handoff,	
  
                                                                                electronic	
  signatures	
  
                                           Allow	
  city	
  agencies	
  to	
  search	
  for	
  and	
  retrieve	
  informa=on	
  about	
  in-­‐
                                                               process	
  requests	
  and	
  completed	
  contracts	
  

                                                               Document	
  Management	
  Needs:	
  
                                                                             Mul=ple	
  Work	
  Flows	
  
                                                      Addi=onal	
  Web	
  Service	
  Integra=ons	
  with	
  PeopleSoi	
  

                                                                          Technical	
  Approach:	
  
                                                                    Alfresco	
  Advanced	
  Workflow	
  
                                                                          Custom	
  Extensions:	
  
                                             •  Workflow	
  Web	
  Service	
         	
  
                                                                              •  Electronic	
  Signature	
   •  Workflow	
  Dashboard	
  
                                               •  Bootstrap	
  Workflow	
             •  Rules-­‐Driven	
  Task	
  
                                                                                          	
                             •  Oracle	
  Business	
  
                                                                                               Assignment	
                  Intelligence	
  



                                                                                                         9	
  Month	
  Project;	
  
                                     Status:	
  	
                                                    Launched	
  January	
  31st	
  
©	
  Zia	
  Consul=ng,	
  2011	
  
Example of Leveraging Existing Assets:
                      Procure-to-Pay (P2P) – Integration Win!
                                                                         Business	
  Problem:	
  
                                                 Automate	
  the	
  City’s	
  procurement	
  processes	
  in	
  PeopleSoi	
  
                                                          Paper-­‐based,	
  disconnected,	
  minimal	
  controls	
  


                                                             Document	
  Management	
  Needs:	
  
                                             View	
  Requisi=on,	
  PO,	
  Receipt	
  &	
  Contract/Financial	
  Akachments	
  
                                                  WITHOUT	
  breaking	
  delivered	
  PeopleSoi	
  Func=onality	
  	
  
                                                                      View	
  Invoices	
  &	
  Contracts	
  


                                                                       Technical	
  Approach:	
  
                                                                 Crea=on	
  of	
  Mul=ple	
  Repositories	
  
                                             FTP	
  Connec=on	
  for	
  Requisi=on,	
  PO,	
  Receipt	
  &	
  Contract/Financial	
  
                                                                               Akachments	
  
                                                          CMIS	
  Interface	
  to	
  View	
  Invoices	
  &	
  Contracts	
  



                                                                                           Document	
  Mgmt	
  Func=onality	
  	
  
                                     Status:	
  	
                                           Implemented	
  in	
  4	
  months	
  
©	
  Zia	
  Consul=ng,	
  2011	
  
How does it all Fit together?
                             Contracting Automation Architecture
      PeopleSoa	
                                                         ECM	
  
       Financials	
                  E
        Requisi=on	
                 S   Workflow	
  Ini=a=on	
  
                                           Web	
  Service	
  
                                                                                        Start	
  Advanced	
  
                                                                                       Workflow	
  (Manual)	
  
                                     B
                                              Bootstrap	
                 RFP	
  
                                              Workflow	
                 Workflow	
  



                                             Expenditure	
                                   Revenue	
  
                                              Contracts	
                                    Contracts	
  

                                            5	
  Workflows	
                                4	
  Workflows	
  




         Purchase	
                                                                    Scanned	
  
                                                       Electronic	
  
          Order	
                                                                        Paper	
  
                                                       Signatures	
  
                                                                                      Signatures	
  

©	
  Zia	
  Consul=ng,	
  2011	
  
Applied	
  Excellence	
  




                                       Where does mobile come in?
                                     Enable managers to approve ERP,
                                       Budgets, Contracts while Out.




©	
  Zia	
  Consul=ng,	
  2011	
  
View All Active Workflows on iPad
                                                     Applied	
  Excellence	
  




 Sort Active Workflow




Restrict View Access
        to Workflows




  ©	
  Zia	
  Consul=ng,	
  2011	
  
View Budget Workflow on iPad
                                      Applied	
  Excellence	
  




 Workflow Summary
    and Information




  Assigned users in
   budget workflow



 ©	
  Zia	
  Consul=ng,	
  2011	
  
Edit Budget Workflow on iPad
                                      Applied	
  Excellence	
  




 Editing Fields on a
           workflow



 ©	
  Zia	
  Consul=ng,	
  2011	
  
Applied	
  Excellence	
  




                                     How do I expand mobile to save time and
                                                    money?
                                        Creative Problem Solving and Use
                                                    Standards




©	
  Zia	
  Consul=ng,	
  2011	
  
Web Project – Uses SOA, CMIS and REST
                 311 Online (with Attachments)
                                                                                 Business	
  Problem:	
  
                                               Provide	
  ci=zens	
  with	
  a	
  web	
  channel	
  to	
  submit	
  requests	
  for	
  services	
  
                                             Feed	
  directly	
  and	
  work	
  seamlessly	
  with	
  CRM	
  System	
  employed	
  by	
  311	
  
                                                                                          Call	
  Center	
  


                                                                    Document	
  Management	
  Needs:	
  
     311	
                                        Support	
  the	
  ability	
  for	
  ci=zens	
  to	
  submit	
  akachments	
  (forms	
  or	
  
                                                                           suppor=ng	
  documenta=on)	
  
                                                  Provide	
  the	
  ability	
  to	
  pull	
  up	
  akachments	
  within	
  a	
  case	
  in	
  CRM	
  
                                               Provide	
  mechanism	
  for	
  downstream	
  Work	
  Order	
  systems	
  to	
  pull	
  up	
  
                                                                                same	
  akachments	
  


Denvergov.org	
                                                                Technical	
  Approach:	
  
                                              Crea=on	
  of	
  CRM	
  Repository	
  –	
  metadata	
  for	
  case	
  #	
  and	
  work	
  order	
  #	
  
                                              CMIS	
  Interface	
  to	
  Insert	
  akachments	
  into	
  CRM,	
  and	
  then	
  view	
  them	
  
                                                             Heavy	
  orchestra=on	
  between	
  CRM	
  and	
  Alfresco	
  


                                                                                                         Document	
  Mgmt	
  Func=onality	
  
                                        Status:	
  	
                                                       Implemented	
  in	
  weeks	
  
   ©	
  Zia	
  Consul=ng,	
  2011	
  
Creative Problem Solving!
                                                311 Online iPhone App
                                                                                    Business	
  Problem:	
  
                                                Provide	
  ci=zens	
  with	
  a	
  mobile	
  channel	
  to	
  submit	
  requests	
  for	
  services	
  
                                                   Work	
  seamlessly	
  with	
  other	
  311	
  channels	
  (call	
  center	
  and	
  web)	
  
                                                 How	
  do	
  you	
  create	
  a	
  mobile	
  app	
  when	
  you	
  don’t	
  have	
  the	
  bench	
  to	
  
                                                                                           maintain	
  it?	
  


                                                                       Document	
  Management	
  Needs:	
  
                                                  Support	
  ability	
  for	
  ci=zens	
  to	
  submit	
  akch	
  (pictures	
  or	
  map	
  images)	
  
                                                     Provide	
  the	
  ability	
  to	
  pull	
  up	
  akachments	
  within	
  a	
  case	
  in	
  CRM	
  
                                                  Provide	
  mechanism	
  for	
  downstream	
  Work	
  Order	
  systems	
  to	
  pull	
  up	
  
                                                                                   same	
  akachments	
  


                                                                                  Technical	
  Approach:	
  
                                                          Reuse	
  CRM	
  Repository	
  /CMIS	
  Interface	
  from	
  311	
  Online	
  
iPhone	
  App	
                                 Use	
  Enterprise	
  Service	
  Bus	
  to	
  orchestrate	
  AND	
  control	
  behavior	
  of	
  App	
  
                                                   Write	
  iPhone	
  app	
  as	
  “UI	
  interpreter”,	
  taking	
  commands	
  from	
  ESB	
  


                                                                                                    Document	
  Mgmt	
  Func=onality	
  
     ©	
  Zia	
  Consul=ng,	
  2011	
     Status:	
  	
                                             REUSED	
  from	
  previous	
  project	
  
How do I leverage the
                                     existing 311 Web Home?
                                                              Applied	
  Excellence	
  




    Submit request
             online




Call via 311 in the
City or External #
           outside

©	
  Zia	
  Consul=ng,	
  2011	
  
Applied	
  Excellence	
  




Denver 311 Mobile iPhone Application:
Mirror What 311 Online Web App Does
Mobile Case Management
                                       A real world example   Applied	
  Excellence	
  




©	
  Zia	
  Consul=ng,	
  2011	
  
Mobile Case Management
                                         What does it do?     Applied	
  Excellence	
  




            Creates work ticket in PeopleSoft




                            Stores content in Alfresco



     Notifies stakeholders of ticket status
                                  changes


           Secure communication via Oracle
               Enterprise Service Bus (ESB)




©	
  Zia	
  Consul=ng,	
  2011	
  
Mobile Case Management
                                         A living example     Applied	
  Excellence	
  




                         List of case options
                  (think workflow or tickets)




                              Generated from ERP




             Each case type has different
                    information required




©	
  Zia	
  Consul=ng,	
  2011	
  
Mobile Case Management
                                     New Case and Status of Existing   Applied	
  Excellence	
  




                     "Report a Problem":
        Allows users to create a new case
               Area for system generated
                             notifications




©	
  Zia	
  Consul=ng,	
  2011	
  
Mobile Case Management
                                      Different Case Options   Applied	
  Excellence	
  



                    Graffiti or Vandalism has 2 case
                                types you can submit




                             Animal & Pets has 8 case types




©	
  Zia	
  Consul=ng,	
  2011	
  
Mobile Case Management
                                     Enter Metadata and images   Applied	
  Excellence	
  




  Enter required information for the
                 selected case type




©	
  Zia	
  Consul=ng,	
  2011	
  
Mobile Case Management
                                         A living example     Applied	
  Excellence	
  




                Add geo-location information




©	
  Zia	
  Consul=ng,	
  2011	
  
Mobile Case Management
                                          How did it do it?   Applied	
  Excellence	
  




                 Leverage Web Services to
            Communicate with Mobile Device


           Secure communication via Oracle
               Enterprise Service Bus (ESB)


            CMIS is Communication Protocol
               between all existing systems




©	
  Zia	
  Consul=ng,	
  2011	
  
Applied	
  Excellence	
  




                                     What about CMIS?




©	
  Zia	
  Consul=ng,	
  2011	
  
Fresh Docs Connects to Any CMIS 1.0 ECM
                                              Applied	
  Excellence	
  




           Can connect to any CMIS 1.0
                    compliant System




 Alfresco Enterprise 3.3.x and IBM
                Filenet P8 Shown




  Tested against OpenText, Nuxeo,
        Day, & SharePoint as well


©	
  Zia	
  Consul=ng,	
  2011	
  
Search Repository
                                                         Applied	
  Excellence	
  




     Search “content” returns results




©	
  Zia	
  Consul=ng,	
  2011	
  
Edit Metadata   Applied	
  Excellence	
  




            Changes will be stored directly in
                               CMS Systems




         Access permissions are controlled
                          from repository




©	
  Zia	
  Consul=ng,	
  2011	
  
Applied	
  Excellence	
  




                               How do I use the apps on the iPad or other
                                                tables?




©	
  Zia	
  Consul=ng,	
  2011	
  
How do you edit using native apps on
  the iPad and save to the CMS?                                               Applied	
  Excellence	
  




                                                Preview Doc




                              Edit and Return                 Send document
                               to Fresh Docs                     to Editor



©	
  Zia	
  Consul=ng,	
  2011	
  
iAnnotate – iPad PDF Annotation   Applied	
  Excellence	
  




                   Comments on a PDF



                Highlighted Text




©	
  Zia	
  Consul=ng,	
  2011	
  
DocsToGo– iPad Office Doc Editing    Applied	
  Excellence	
  




Edit and Save Documents




 ©	
  Zia	
  Consul=ng,	
  2011	
  
KeyNote:
                   iPad Presentation Software
                                                         Applied	
  Excellence	
  




                        Build and Present




                                            Distribute

©	
  Zia	
  Consul=ng,	
  2011	
  
Applied	
  Excellence	
  




   Questions & Answers

Mike	
  Mahon,	
  CEO	
  &	
  President,	
  mike@ziaconsul=ng.com	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  
                                                                                                                                                                    Office:	
  303.443.4004	
  x203	
  
                                                   	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  Cell:	
  720.289.7424	
  
              Cengiz	
  Sa=r,	
  Manager	
  CM	
  Products	
  &	
  Strategy	
  
                                                                                    	
  Cengiz_Sa=r@us.ibm.com                                                                                                                                   	
  
                                                                       IBM	
  Enterprise	
  Content	
  Management	
  

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Increasing worker productivity_with_ecm_and_collaborative_project_management

  • 1. Applied  Excellence   Increasing Worker Productivity with ECM & Collaborative PM on the iPad, iPhone & Android Phones Mike  Mahon,  CEO  &  President,  mike@ziaconsul=ng.com                         Office:  303.443.4004  x203                                                                                      Cell:  720.289.7424   Cengiz  Sa=r,  Manager  CM  Products  &  Strategy   The image cannot be displayed. Your computer may not have enough memory to open the image, or the image may have been corrupted. Restart your computer, and then open the file again. If the red x still appears, you may have to delete the image and then insert it again.  Cengiz_Sa=r@us.ibm.com   IBM  Enterprise  Content  Management  
  • 2. Presentation Goals Strategy  to  Increase  Mobile  ProducBvity   Use  CMIS  &  Standards  for  Mobile     CMIS  is  an  easy  to  learn  standard     Choose  Projects  Wisely     Connects  to  most  ECM  systems     Get  a  win!     Similar  to  SQL,  easy  transi=on     Leverage  Exis=ng  IT  Assets  and  Skills     Proven  out  on  IBM,  Alfresco,     Use  an  ESB   OpenText,  etc.     Crea=vely  Problem  Solve     Use  REST,  SOAP  for  other  Communica=on   Who  Cares?   Mobile  ECM  Apps  –  Free  Tools     ECM  Wins     CMIS-­‐based  tools       Mobile  Wins     Edit  Tools     Integra=on  Wins     Technology  to  =e  in  your  App  to  your  ECM   ©  Zia  Consul=ng,  2011  
  • 3. Applied  Excellence   Does this really matter?
  • 4. The context of content management today PaDerns   Challenges   SoluBon   •  Informa=on  is  immediate   •  Content  access  anywhere   •  Mobile  social  and  content-­‐ •  Collabora=ve,     •  Access  and  security   centric  apps  (CMIS)   ad-­‐hoc  processes   •  Workflows  &  business  process   •  Content  management   •  Work  is  knowledge  intensive     •  Content  reuse  /  repurposing   •  Web  content  management   •  Content  is  essen=al  for  decision   •  Archival  &  records   •  Mobile  content  access   making   management   •  Messaging,  file  management   •  Outcomes  are  sustained   •  Federated  searching     •  Comprehensive  document   •  Relies  on  smart  people   •  Content  lifecycles  &  single   management   sourcing     •  Social  collabora=on   •  Office  collabora=on   KEY:  Content  awareness   KEY:  Dynamic,  cross-­‐ KEY:  Integrated  solu=ons  to   and  ac=on  measured  in   enterprise  access,   enable  swii,  collabora=ve   hours  to  minutes     management  and  control   outcomes  
  • 5. Global business is becoming more social “Social  content  ….  is  the  fastest-­‐growing   category  of  new  content  in  the  enterprise.”   Which Web Technologies Are Being Adopted By Your Company —  Gartner   64%   Source: Information Week - The Growth Imperative, September, 2010 Solve  problems  in  the  workplace  through  experience-­‐ based  advice;  stay  current  and  learn  what  my  peers   know.   55%   Make  beker  decisions  based  on  insights  from  like-­‐ 41.8% CAGR 2008-2013 minded  professionals.1   Source: IDC, August 2009 Sources: 1. Toolbox.com/PJA Social Media Index, August 2010. 2. Wikipedia, December 2010. http://en.wikipedia.org/wiki/ List_of_countries_by_population
  • 6. Benefits of the social transformation People are transforming the way they interact and the way they work, driving real business results: 69%   Of workers report their companies have gained measurable business benefits,including: –  More innovative products and services –  More effective marketing –  Better access to knowledge –  Lower cost of doing business –  Higher revenues1 “Social  media  has  shi.ed  control  of  the  corporate   message  away  from  the  organiza8on  and  towards   Burson-­‐Marsteller   consumers  and  other  stakeholders,  and  running     “The  Global  Social     away  and  hiding  is  no  longer  the  safe  op8on.”   Media  Check-­‐up,”     February  2010   Source: 1. “How companies are benefiting from Web 2.0”: McKinsey Global Survey Results, September 2009
  • 7. Challenges of social business + enterprise content Social  content  has  introduced  new  challenges  around  managing  informa=on   Organizations: paralyzed by security and governance concerns Human resources: difficulty increasing worker effectiveness Product development: problems managing and repurposing unstructured content Marketing: challenged with locating subject matter experts
  • 8. Intersection of social and content It  is  about  the  people,  content,  the  work  they  do,  and  how  others  leverage  it    Improve the strength and speed of connecting people with content  Enable the right business processes with real-time collaboration capabilities in context  Nurture adaptive and participatory communities  Provide new, efficient and cost-effective ways for people to create high value content
  • 9. The business value of social content   Connect the right subject matter experts with content producers and consumers   Leverage the right knowledge and skills, quickly responding to market changes with relevant and accurate information   Mitigate risk by proactively managing and governing information, and intuitively extending social and collaborative content to broader enterprise content services   Leverage and extend existing investments in web, email and related applications, providing high ROI   The results: – Lower costs – Better insights – Improved productivity – Better decision making – Improved customer satisfaction
  • 10. IBM Social Content Management, a different and Smarter Approach Aier  Social  Content   Iden8fy  what  content  maJers,  why,  and  to   whom,  then  apply  the  right  content  solu8on     People  Centric   ECM,  Evolving  and  Extending   All  content  is  equal;  focus  was  on  crea8ng  an   Open  and  collabora8ve   infrastructure  to  store  and  manage   everything   Document  Centric   Community  oriented     Infrastructure  and  Centralized   Content  relevance…     user  tags  &  ra8ngs   Ad-­‐hoc  Collabora=on   Metadata  oriented   Inside  &  Outside  the  firewall   Inside  the  firewall  
  • 11. By 2011, the world will be 10x more instrumented then it was in 2006. Internet connected devices will leap from 500M à 1 Trillion. 1,800 10x" 1,600 growth in" 1,400 5 years 1,200 RFID, Exabytes Digital TV, 1,000 MP3 players, 800 Smart Phones/Devices, Digital Cameras, VoIP, 600 Medical imaging, Laptops, smart meters, multi-player games, 400 Satellite images, GPS, ATMs, Scanners, Sensors, Digital radio, DLP theaters, Telematics , 200 Peer-to-peer, Email, Instant messaging, Videoconferencing, CAD/CAM, Toys, Industrial machines, Security systems, Appliances 0 2005 2006 2007 2008 2009 2010 2011 Approximately 70% of the digital universe is created by individuals, but enterprises are responsible for 85% of the security, privacy, reliability, and compliance.
  • 12. The Role of CMIS in Social Content Management Using Content Management Interoperability Services (CMIS) to enable applications Reduce Costs and Risks   Reduces the cost and complexity of building ECM based applications -- unlocking content customer’s already have   Decouples Web services and content from the content management repository, enabling customers to manage content independently Cut Costs and   Dramatically simplifies application development of common Web services and Web 2.0 interfaces Improve Employee Increase Productivity Productivity   Makes finding and accessing content easier   Unlocks the full value of content   Reduces development time to integration applications with ECM Sources   Grows the ISV and developer community that provide critical customer solutions to complex business problems
  • 13. Applied  Excellence   How do I implement a mobile ECM Strategy?
  • 14. Choose Your Projects Wisely! Contracts  Management  System:  the  official  system  that  stores  signed  contracts  &   associated  aDachments   Poor  UI     Meager  search  capability   Manual  load  of  metadata   Slow  Performance   Memory  Leaks     Nightly  Server  Reboots   One  security  role     1  of  14  disconnected   Doc  Mgmt    systems   Poor  audiBng  &   RM  capability     LiDle  Staff  ExperBse;   One  consulBng  company   ©  Zia  Consul=ng,  2011  
  • 15. Get a Win! First Project: Contracting and Financial Records   •   Implemented  a  New  ECM  System   •   Exceeded  results  of  all  previous   Document  Management  projects   •   12  weeks:   •   No  infrastructure  established  before   project  start   •   Staff  learned:   •   New  System   •   New  Methodology   •   Real-­‐=me,  automated,  SOA  interface  with   PeopleSoi   Document  Mgmt  Func=onality     Status:     Implemented  in  4  months   ©  Zia  Consul=ng,  2011  
  • 16. Applied  Excellence   How Do I Leverage Existing Assets? SOA and ESB! ©  Zia  Consul=ng,  2011  
  • 17. Typical SOA Architecture Users: Formerly Applied  Excellence   Apps and Portals, Mobile is new Trend Define Business Process and expose via Service Leverage existing IT Image take from Zuzel.org infrastructure, web sites, mainframes, data warehouses, etc. ©  Zia  Consul=ng,  2011  
  • 18. The How of an ESB! Applied  Excellence   Model, edit and design service Register and manage Services Manage, adminster & Debug services Image take from Intro to Oracle ESB ©  Zia  Consul=ng,  2011  
  • 19. Example of Leveraging Existing Assets: Contracting Automation – ECM Win! Business  Problem:    Standardize  process,  improve  efficiency,  increase  transparency    Support  automated  contract  requests,  draiing,  council  handoff,   electronic  signatures    Allow  city  agencies  to  search  for  and  retrieve  informa=on  about  in-­‐ process  requests  and  completed  contracts   Document  Management  Needs:     Mul=ple  Work  Flows     Addi=onal  Web  Service  Integra=ons  with  PeopleSoi   Technical  Approach:     Alfresco  Advanced  Workflow     Custom  Extensions:   •  Workflow  Web  Service     •  Electronic  Signature   •  Workflow  Dashboard   •  Bootstrap  Workflow   •  Rules-­‐Driven  Task     •  Oracle  Business   Assignment   Intelligence   9  Month  Project;   Status:     Launched  January  31st   ©  Zia  Consul=ng,  2011  
  • 20. Example of Leveraging Existing Assets: Procure-to-Pay (P2P) – Integration Win! Business  Problem:     Automate  the  City’s  procurement  processes  in  PeopleSoi     Paper-­‐based,  disconnected,  minimal  controls   Document  Management  Needs:     View  Requisi=on,  PO,  Receipt  &  Contract/Financial  Akachments   WITHOUT  breaking  delivered  PeopleSoi  Func=onality       View  Invoices  &  Contracts   Technical  Approach:     Crea=on  of  Mul=ple  Repositories     FTP  Connec=on  for  Requisi=on,  PO,  Receipt  &  Contract/Financial   Akachments     CMIS  Interface  to  View  Invoices  &  Contracts   Document  Mgmt  Func=onality     Status:     Implemented  in  4  months   ©  Zia  Consul=ng,  2011  
  • 21. How does it all Fit together? Contracting Automation Architecture PeopleSoa   ECM   Financials   E Requisi=on   S Workflow  Ini=a=on   Web  Service   Start  Advanced   Workflow  (Manual)   B Bootstrap   RFP   Workflow   Workflow   Expenditure   Revenue   Contracts   Contracts   5  Workflows   4  Workflows   Purchase   Scanned   Electronic   Order   Paper   Signatures   Signatures   ©  Zia  Consul=ng,  2011  
  • 22. Applied  Excellence   Where does mobile come in? Enable managers to approve ERP, Budgets, Contracts while Out. ©  Zia  Consul=ng,  2011  
  • 23. View All Active Workflows on iPad Applied  Excellence   Sort Active Workflow Restrict View Access to Workflows ©  Zia  Consul=ng,  2011  
  • 24. View Budget Workflow on iPad Applied  Excellence   Workflow Summary and Information Assigned users in budget workflow ©  Zia  Consul=ng,  2011  
  • 25. Edit Budget Workflow on iPad Applied  Excellence   Editing Fields on a workflow ©  Zia  Consul=ng,  2011  
  • 26. Applied  Excellence   How do I expand mobile to save time and money? Creative Problem Solving and Use Standards ©  Zia  Consul=ng,  2011  
  • 27. Web Project – Uses SOA, CMIS and REST 311 Online (with Attachments) Business  Problem:    Provide  ci=zens  with  a  web  channel  to  submit  requests  for  services    Feed  directly  and  work  seamlessly  with  CRM  System  employed  by  311   Call  Center   Document  Management  Needs:   311     Support  the  ability  for  ci=zens  to  submit  akachments  (forms  or   suppor=ng  documenta=on)     Provide  the  ability  to  pull  up  akachments  within  a  case  in  CRM     Provide  mechanism  for  downstream  Work  Order  systems  to  pull  up   same  akachments   Denvergov.org   Technical  Approach:     Crea=on  of  CRM  Repository  –  metadata  for  case  #  and  work  order  #     CMIS  Interface  to  Insert  akachments  into  CRM,  and  then  view  them     Heavy  orchestra=on  between  CRM  and  Alfresco   Document  Mgmt  Func=onality   Status:     Implemented  in  weeks   ©  Zia  Consul=ng,  2011  
  • 28. Creative Problem Solving! 311 Online iPhone App Business  Problem:    Provide  ci=zens  with  a  mobile  channel  to  submit  requests  for  services    Work  seamlessly  with  other  311  channels  (call  center  and  web)    How  do  you  create  a  mobile  app  when  you  don’t  have  the  bench  to   maintain  it?   Document  Management  Needs:     Support  ability  for  ci=zens  to  submit  akch  (pictures  or  map  images)     Provide  the  ability  to  pull  up  akachments  within  a  case  in  CRM     Provide  mechanism  for  downstream  Work  Order  systems  to  pull  up   same  akachments   Technical  Approach:     Reuse  CRM  Repository  /CMIS  Interface  from  311  Online   iPhone  App     Use  Enterprise  Service  Bus  to  orchestrate  AND  control  behavior  of  App     Write  iPhone  app  as  “UI  interpreter”,  taking  commands  from  ESB   Document  Mgmt  Func=onality   ©  Zia  Consul=ng,  2011   Status:     REUSED  from  previous  project  
  • 29. How do I leverage the existing 311 Web Home? Applied  Excellence   Submit request online Call via 311 in the City or External # outside ©  Zia  Consul=ng,  2011  
  • 30. Applied  Excellence   Denver 311 Mobile iPhone Application: Mirror What 311 Online Web App Does
  • 31. Mobile Case Management A real world example Applied  Excellence   ©  Zia  Consul=ng,  2011  
  • 32. Mobile Case Management What does it do? Applied  Excellence   Creates work ticket in PeopleSoft Stores content in Alfresco Notifies stakeholders of ticket status changes Secure communication via Oracle Enterprise Service Bus (ESB) ©  Zia  Consul=ng,  2011  
  • 33. Mobile Case Management A living example Applied  Excellence   List of case options (think workflow or tickets) Generated from ERP Each case type has different information required ©  Zia  Consul=ng,  2011  
  • 34. Mobile Case Management New Case and Status of Existing Applied  Excellence   "Report a Problem": Allows users to create a new case Area for system generated notifications ©  Zia  Consul=ng,  2011  
  • 35. Mobile Case Management Different Case Options Applied  Excellence   Graffiti or Vandalism has 2 case types you can submit Animal & Pets has 8 case types ©  Zia  Consul=ng,  2011  
  • 36. Mobile Case Management Enter Metadata and images Applied  Excellence   Enter required information for the selected case type ©  Zia  Consul=ng,  2011  
  • 37. Mobile Case Management A living example Applied  Excellence   Add geo-location information ©  Zia  Consul=ng,  2011  
  • 38. Mobile Case Management How did it do it? Applied  Excellence   Leverage Web Services to Communicate with Mobile Device Secure communication via Oracle Enterprise Service Bus (ESB) CMIS is Communication Protocol between all existing systems ©  Zia  Consul=ng,  2011  
  • 39. Applied  Excellence   What about CMIS? ©  Zia  Consul=ng,  2011  
  • 40. Fresh Docs Connects to Any CMIS 1.0 ECM Applied  Excellence   Can connect to any CMIS 1.0 compliant System Alfresco Enterprise 3.3.x and IBM Filenet P8 Shown Tested against OpenText, Nuxeo, Day, & SharePoint as well ©  Zia  Consul=ng,  2011  
  • 41. Search Repository Applied  Excellence   Search “content” returns results ©  Zia  Consul=ng,  2011  
  • 42. Edit Metadata Applied  Excellence   Changes will be stored directly in CMS Systems Access permissions are controlled from repository ©  Zia  Consul=ng,  2011  
  • 43. Applied  Excellence   How do I use the apps on the iPad or other tables? ©  Zia  Consul=ng,  2011  
  • 44. How do you edit using native apps on the iPad and save to the CMS? Applied  Excellence   Preview Doc Edit and Return Send document to Fresh Docs to Editor ©  Zia  Consul=ng,  2011  
  • 45. iAnnotate – iPad PDF Annotation Applied  Excellence   Comments on a PDF Highlighted Text ©  Zia  Consul=ng,  2011  
  • 46. DocsToGo– iPad Office Doc Editing Applied  Excellence   Edit and Save Documents ©  Zia  Consul=ng,  2011  
  • 47. KeyNote: iPad Presentation Software Applied  Excellence   Build and Present Distribute ©  Zia  Consul=ng,  2011  
  • 48. Applied  Excellence   Questions & Answers Mike  Mahon,  CEO  &  President,  mike@ziaconsul=ng.com                                                         Office:  303.443.4004  x203                                                                                      Cell:  720.289.7424   Cengiz  Sa=r,  Manager  CM  Products  &  Strategy    Cengiz_Sa=r@us.ibm.com   IBM  Enterprise  Content  Management