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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.

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Nuxeo CMF, a framework for case centric applications

  1. 1. Nuxeo CMF A framework for Case Centric applications Alain Escaffre Darcy Carrié Mariana Cedica
  2. 2. Introducing Case Management
  3. 3. Use Case 1: Car Insurance - Incident claim YES NO
  4. 4. Use Case 2: RFP management
  5. 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. 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. 7. What tool to use ? <ul><li>Raw Document Management ? </li></ul><ul><ul><li>Great for document organization </li></ul></ul><ul><ul><li>Usual workflows are too light </li></ul></ul><ul><li>BPM ? </li></ul><ul><ul><li>Not adapted for managing documents </li></ul></ul><ul><ul><li>Workflows not flexible enough </li></ul></ul><ul><li>BPM + Document Management + lots of integration ? </li></ul><ul><li> Use A Case Management tool ! </li></ul>
  8. 8. <ul><li>Multiple use cases with business actions and custom data models to implement </li></ul><ul><li>Lots of integration with external IT systems </li></ul><ul><li>A framework to build case-centric applications </li></ul>CMF: a framework, not an “out of box” application
  9. 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. 10. <ul><li>Holds structured data </li></ul><ul><li>Has a specific lifecycle state </li></ul><ul><li>Contains various “Case Item” of different types, can contain FOLDERS </li></ul>Nuxeo CMF : Case Structure
  11. 11. <ul><li>Personal and Departmental file plans to organize case work </li></ul><ul><li>File plans have permissions : Read, File, Manage </li></ul><ul><li>File plans are shareable </li></ul>Nuxeo CMF : File plans
  12. 12. Nuxeo CMF : Mailbox Mailboxes support delegation management Mailboxes can be functional or personal Mailboxes receive distributed cases
  13. 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. 14. Nuxeo CMF : Content routing <ul><li>Technically routes and steps are implemented as documents, which natively brings: </li></ul><ul><ul><li>Easily configurable security on Routes (sharing Routes, hiding some of the steps of a Route) </li></ul></ul><ul><ul><li>Easy supervision : Just content routes to set up with Studio ! </li></ul></ul><ul><ul><li>Native Nuxeo I/O format </li></ul></ul>
  15. 15. Demo time !
  16. 16. <ul><li>Build business templates with Studio </li></ul><ul><li>Cases, Case items, search screen, all configurable in Studio </li></ul><ul><li>Create customized content routing steps </li></ul><ul><li>Coming Soon: Configure tabs, mailboxes, dashboards, … </li></ul>Nuxeo CMF : Configurable through Studio
  17. 17. <ul><li>Claims management </li></ul><ul><li>Requests management </li></ul><ul><li>Certification / Audit process </li></ul><ul><li>Investigation </li></ul><ul><li>Human resources process </li></ul><ul><li>etc…… </li></ul>Nuxeo CMF : For which projects ?
  18. 18. Nuxeo CMF : For which impediments ? <ul><li>Quickly set up and re-set up business oriented workflows </li></ul><ul><li>Improve visibility on the state of each case and identify where are the blockers so as to optimize your internal process </li></ul><ul><li>Have an easier integration on the whole life of the cases documents: from capture to archiving, going through ERP </li></ul>
  19. 19. <ul><li>A case = an envelope : Incoming or Outgoing </li></ul><ul><li>Content routing is used to manage mail distribution inside the company </li></ul><ul><li>Nuxeo Mail template on top of CMF ! </li></ul>Correspondence
  20. 20. <ul><li>Content Routing extension </li></ul><ul><li>Office templates management </li></ul><ul><li>Events management </li></ul>Roadmap
  21. 21. Thank you!

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