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[Webinar] Case management with the Nuxeo Plattform - 09.10 - EN

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Every case management application is different, just like every organization that routes a case through a particular process has different requirements. Routing a mortgage application in a financial services company is very different from routing an insurance claim or routing product proposals in a highly regulated environment.
With the Nuxeo Platform, you can build the case management application that adapts to your business context in a fraction of the time it would take to develop a solution on your own. You can get a working prototype running in days or weeks, by using Nuxeo Studio to define your business content models, permission sets, and workflows.

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[Webinar] Case management with the Nuxeo Plattform - 09.10 - EN

  1. 1. Content Management Platform For Business Applications/ Brendan Coveney Thibaud Arguillere Case Management with the Nuxeo Platform Wednesday, September 11, 13
  2. 2. What is Case Management? 2 Wednesday, September 11, 13
  3. 3. What is a Case? 3 Information that aids the resolution of an issue Wednesday, September 11, 13
  4. 4. Where do cases come from? • Physical Documents • Emails • Data Entry • Other Systems • Twitter and other social collaboration networks • Other 4 Wednesday, September 11, 13
  5. 5. What is Case Management? 5 A “case” is any project, transaction, service or response that is “opened” and “closed” over a period of time to achieve resolution of a problem, claim, request, proposal, development or other complex activity. It is likely to involve multiple persons inside and outside of the organization, with varying relationships to each other, as well as multiple documents and messages. http://www.aiim.org/What-is-Case-Management Wednesday, September 11, 13
  6. 6. What is Case Management? 6 Creating, ingesting, routing, collaborating on, maintaining and managing cases and their associated processes Wednesday, September 11, 13
  7. 7. What is Case Management? 7 Getting the right information to the right people at the right time so they can make the right decisions Wednesday, September 11, 13
  8. 8. How does Nuxeo help? 8 Wednesday, September 11, 13
  9. 9. Nuxeo, the Company 9 Nuxeo supports customers in creating, building, maintaining, deploying and operating business applications Wednesday, September 11, 13
  10. 10. A Case Management Platform 10 Case storage Relations Versions Templates Indexing Search Web UI Mobile UI Forms Widgets Gadgets Workflow Lifecycle Retention Security Authentication Audit Comments Annotations Wednesday, September 11, 13
  11. 11. The Nuxeo Platform Approach Nuxeo Platform 100% Open Source Content Management Platform Content Application Platform A packaged development framework for building content-centric applications YOUR CONTENT-CENTRIC APPLICATION Document Management Manage structured and unstructured content and document repositories Case Management Manage document-based business processes (ex: claims and invoices processing) Digital Asset Management Manage and publish collections of digital assets including images, audio, and video Nuxeo Connect Subscription Services for Dev & Ops Maintenance Hot Fixes and Service Packs, automated maintenance tools Tech Support Different Service Level Agreements scaled for project criticality Nuxeo IDE IDE integrating with Studio to extend the Platform Nuxeo Studio Online Customization and Configuration Toolset Nuxeo Marketplace Online marketplace for plugins, solutions and templates for the Platform Develop, Build, Extend, Configure, Package Social Collaboration Collaborate and share with your teams and communities in a social environment TrainingServices+ProfessionalServices Wednesday, September 11, 13
  12. 12. The Nuxeo Platform Approach 12 Wednesday, September 11, 13
  13. 13. Demo 13 Wednesday, September 11, 13
  14. 14. Nuxeo Case Management 14 • Flexible Case Creation • Ingestion • Routing • Queues • Events, Alerts and Escalations • Auditing and Reporting Wednesday, September 11, 13
  15. 15. What is Case Management? 15 Getting the right information to the right people at the right time so they can make the right decisions Wednesday, September 11, 13
  16. 16. Nuxeo Studio A Platform for Content Applications 16 Wednesday, September 11, 13
  17. 17. Key Features • Case Definition • Content Views & Form Design • Case Routing • Content Automation, Content Transformation • Tab Configuration • Search form design and composition • Vocabulary Management (for controlled list of choices) • Application Branding • Email Templating • User and Groups configuration • Widget Configuration 17 Wednesday, September 11, 13
  18. 18. 18 Wednesday, September 11, 13
  19. 19. Benefits • Develop Faster: start fast, reuse • Focus on your model and business logic, not on plumbing • Deploy & Update Easily on your various platforms thanks to the Update Center & Nuxeo Marketplace • Protect your investment: Forward Compatibility Guaranteed! No more upgrades that break your customization work 19 Wednesday, September 11, 13
  20. 20. APIs • Native REST API for CRUD functions in the repository • All Cases can be read/updated using a JSON representation (making it easy to consume from any language, including browser-based JS) • Object representation customized using Adapters • Content Automation: high-level API to define business logic by assembling Operations • An Operation is a unit of business logic doing some work (fetch document, change property, snapshot, move, etc.) • Operations can be contributed by plugins (in addition to the 150+ built-in) • Operations are grouped into Automation Chains for creating complex logic • Content Automation operations and chains are offered as part of the REST API, forming an extensible API to the platform • Any feature of the UI is available through the REST API 20 Wednesday, September 11, 13
  21. 21. What is Case Management? 21 Getting the right information to the right people at the right time so they can make the right decisions Wednesday, September 11, 13
  22. 22. Questions? 22 Wednesday, September 11, 13
  23. 23. What’s Next? 23 Upcoming Webinars • Building Applications with the Nuxeo Platform for a Real Estate Group - with customer Vilogia • Tuesday, Sept 17 • Using Vaadin to Integrate Nuxeo and Liferay - with partner Océane Consulting • Tuesday, Sept 24 www.nuxeo.com/webinars NUXEOWORLD.COM/ REGISTER Wednesday, September 11, 13
  24. 24. Thank You! 24 Brendan Coveney - GM, Americas and APAC Phone: (+1) 408-506-8630 e-mail: bcoveney@nuxeo.com Follow me: @bcoveney Thibaud Arguillere - Sales Engineer e-mail: targuillere@nuxeo.com Follow me: @ThibArg Wednesday, September 11, 13

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