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Open text applicationxtender 16.3 highlights customerfacing

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This short webinar goes through some of the highlights of what is available in OpenText's ApplicationXtender in the upcoming 16.3 release

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Open text applicationxtender 16.3 highlights customerfacing

  1. 1. What’s new in ApplicationXtender 16.3 Chris Wynder
  2. 2. OpenText Confidential. ©2017 All Rights Reserved. 2 Who am I-Product Marketing Manager Dr. Christopher Wynder Formerly: Director of Client Services- ThinkDox Information Management consulting. -Managed strategic partnerships, Marketing, Implementation and Support teams. Senior Consulting Analyst- Info-Tech Research Group. -Managed the Information management practice including vendor comparisons (ECM, WCM, Archiving, Productivity suites), implementation strategy and information governance. -Also served as Healthcare/Pharma SME. Canadian Research Chair- Neurodevelopment Genetics and Stem Cells. -I led a group that studied drug discovery for Brain cancer. -Collaborated and consulted with Physicians and hospitals to aid in clinical research programs.
  3. 3. Agenda
  4. 4. OpenText Confidential. ©2017 All Rights Reserved. 4 • User Experience • Optimized Document viewer • Enhanced Text Search • Result set improvements • Improved printing support • Landing Pages • Productivity • Web-Based Scanning • Expanded MSG file support • Extensibility • Rest Service Enhancements • Product Readiness • CRD – DB/OS/Certification • Enhancements Overview of ApplicationXtender 16.3 improvements Why 16.3 instead of 8.X or 9? “16.3” represents the first release of ApplicationXtender since the move to OpenText. The change from 8.X numbering to 16.X reflects that, by placing ApplicationXtender in the same release number system as all OpenText products.
  5. 5. OpenText Confidential. ©2017 All Rights Reserved. 5 New ApplicationXtender integrations and upgrades using OpenText products Document Manager Web Access ApplicationXtender Connector OpenText Character Reader (formerly RecoSTAR) OpenText Character Reader (formerly RecoSTAR) OpenText Captiva Toolkit 2.1 Adobe PDFL 15.0.5 SDKAdobe PDFL 15.0.5 SDK
  6. 6. OpenText Confidential. ©2017 All Rights Reserved. 6 ApplicationXtender
  7. 7. OpenText Confidential. ©2017 All Rights Reserved. 7 PDF AX Capture Package ApplicationXtender AX Connector AX Workflow manager AX Reports Management ApplicationXtender provides Capture to Display management of documents Organize Find Display Process documents Increase efficiency Information sources AX Secure documents by saving directly to AX Captiva SNAP OCC Classify, Prepare, Connect to process PDF reports saved directly into AX automatically Search from LOB apps
  8. 8. OpenText Confidential. ©2017 All Rights Reserved. 8 For users: “Processes” = “The Apps that they work in” CRM PDF Everyone thinks of each of their processes as an “App”. ApplicationXtender provides document and information management that aligns with your users thinking about documents. Documents are only valuable due to their role in completing a process
  9. 9. OpenText Confidential. ©2017 All Rights Reserved. 9 Easy navigation through all of your “Apps” Name of App. Is configurable to ensure that users easily can get work done. List of all “Apps” for that person (and only those Apps Easily work with documents within an App with a clean interface.
  10. 10. OpenText Confidential. ©2017 All Rights Reserved. 10 Organize the process not the documents In a process based world people are more productive when their process is repeatable and you don’t need to remember the file name. The searches can be re-run over time so that if new documents are added by a colleague you can find them as part of the same process. -when they need the document not when it was added “I just wish the program could remember my search so I don’t have to look for all of the documents again”
  11. 11. OpenText Confidential. ©2017 All Rights Reserved. 11 Use a system that organizes and manages user apps to reduce lost time 9am DATE ? 5pm The average user’s day How many different applications are they using How many different processes are they managing How repeatable is their day? Most user’s spend their time doing similar but not the same task. These Barely Repeatable Processes (BRPs) form the core activities of any job role. When there is a difference between work tasks and the automated process, users will break policies and procedures. ERP/CRM ApplicationXtender makes it easy for users to go back to their work to find the documents based on the process they are working on - not the filename or time that they uploaded the document.
  12. 12. OpenText Confidential. ©2017 All Rights Reserved. 12 Provide the flexibility to find documents that may have multiple uses Documents often come in based on a specific process; Accounts Payable, Quotes, Service Referrals, information request. In order to complete the request you often need to search across Apps to ensure that no matter who initially owned the document- it can be found. Of course this depends on your access rights.
  13. 13. OpenText Confidential. ©2017 All Rights Reserved. 13 Get back to where they left off easily in the next session
  14. 14. OpenText Confidential. ©2017 All Rights Reserved. 14 ApplicationXtender focuses on providing the platform to fill the gaps in between user information and ECM handling Adoption and BRPs are linked together. Solve the users’ key needs and you’ll solve your compliance concerns surrounding structured documents and records. Capture Organize Use Archive or retire ECM lifecycle User information lifecycle Generate Record Use ? Organize Re- Organize A search based interface reduces the need for users to “remember” document names. Users lack the tools to appropriately archive content Process based Apps ease findability issues Forget or store
  15. 15. OpenText Confidential. ©2017 All Rights Reserved. 15 Quick preview of results using native viewer Quick preview allows you to quickly view a page of content between documents
  16. 16. OpenText Confidential. ©2017 All Rights Reserved. 16 Document level processing of Query results
  17. 17. OpenText Confidential. ©2017 All Rights Reserved. 17 Use an ECM platform that works with how your brain works Weak recall Filename = Using ApplicationXtender as the single storage point automatically makes files easier to find through meeting the location aspect. Weak recall Description = ApplicationXtender’s process focus and full text search mean that users can use access to business or personal descriptors for information Strong recall= The human brain needs two references: Description and location Network file servers do a poor job of giving descriptions [filename description] ApplicationXtender is purpose built to support your processes out of the box. The platform can adapt to the business processes that you already have- rather than changing how you manage your business to fit into the system.
  18. 18. OpenText Confidential. ©2017 All Rights Reserved. 18 Easily review documents as part of a process
  19. 19. OpenText Confidential. ©2017 All Rights Reserved. 19 See the contextual hits in preview mode to reduce search time
  20. 20. OpenText Confidential. ©2017 All Rights Reserved. 20 Highlights Meet the new features of ApplicationXtender 16.3
  21. 21. OpenText Confidential. ©2017 All Rights Reserved. 21 Get an overview of document use as part of the log-in experience Administrator view For users that have access and permissions on multiple applications after logging into AX 16.3 they will see the recent viewed documents as well as the documents that are checked out across applications. User view For users working in a single application or users without administrator privileges, the landing page will show only the document that they have recently viewed
  22. 22. OpenText Confidential. ©2017 All Rights Reserved. 22 Get back to work quickly with the recently viewed document landing page At the application level, users will see their saved queries as well as the most recent documents created as part of the application.
  23. 23. OpenText Confidential. ©2017 All Rights Reserved. 23 Scan directly into ApplicationXtender when using Web Access Hover text provides users hints on the type of descriptors that are allowed for each metadata field.
  24. 24. OpenText Confidential. ©2017 All Rights Reserved. 24 Modify scanned documents in-app Modify existing files by direct scan of replacement or additional pages into documents. Perform Batch scans directly from Web access.
  25. 25. OpenText Confidential. ©2017 All Rights Reserved. 25 Completely integrated text search Search all documents or select specific documents to perform text search. You can even search within a single document via the actions drop down. See the context of the hits and prevalence of searched term in each document. For complicated searches on large datasets you will be able to track how many of the documents have already been searched
  26. 26. OpenText Confidential. ©2017 All Rights Reserved. 26 Document preparation for export now a back-end service Users can now continue working while printing, exporting or emailing documents. The icon allows users to track the progress of the document prep.
  27. 27. OpenText Confidential. ©2017 All Rights Reserved. 27 documentum.opentext.com/application-Xtender/offerings/applicationxtender/ twitter.com/opentext linkedin.com/company/opentext Thank you Want to learn more about what is next for ApplicationXtender: blogs.opentext.com/author/cwynderopentext-com/

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