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Case Management
— or —
Workflow in Plone Intranet
The current state of
Plone Intranet
Plone Intranet 1.0b1
Plone 5.0 & Patternslib 2.0.11
Features
Dashboard
Collaboration
Library
Search
User profiles
Apps
Case...
The current state of
Workflow in Plone
Structured
Workflow
Every possible step is known in advance
Exceptions are not possible, unless
known in advance.
Four eyes
principle
Exemplary workflow
I’VE LOOKED
AT IT TWICE
New Complete Reviewed Approved
submit QA approve
Hey, do your math!
Fix your spelling!
Dammit, I forgot to…
Trash
How it is
implemented in:
Germany
–@zagy in 2005
„Many standards and standardisation processes, working
groups and products are available. Many of them are ...
Unstructured
Workflow
Only next station is known in advance
It adapts as we go…
What very well
may happen
In any country,
including Germany…
Neverending cycles
You may want some control back…
You need both — together
The Metromap Project
Best of both worlds
Honour external constraints
Support people internally
Mandatory steps
Permissions rule who can complete a phase and who can view/edit
Arbitrary Tasks
Every Team member can add, edit, complete tasks
Tasks by State
Tasks are assigned to states
Everybody in the team can edit them
Meant to support the team
The Case Manager App
A filter and a progress report
The Integrator’s role
Case management is flexible
Permissions and roles are
complex
Workflow design is delicate
Processes ar...
Runs in
production
since 28.9.2015
Technology
Plone intranet 1.0b1
ZEO, Memcached
Solr
Celery & Redis
Nginx/Varnish/Haproxy
Auth via Active Directory
Deploym...
Main benefits
Search
Previews
Structured case process
Available everywhere
Communication support
Very high user acceptance
Expert Review
—vs—
User Testing
Thank you!
Try Plone Intranet - Join the Consortium - Have fun - we did!
Case management in plone intranet
Case management in plone intranet
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Case management in plone intranet

Combining structured and unstructured workflow to control business with Plone Intranet - how it is done. Also a case study on the first customer Plone Intranet project.

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Case management in plone intranet

  1. 1. Case Management — or — Workflow in Plone Intranet
  2. 2. The current state of Plone Intranet
  3. 3. Plone Intranet 1.0b1 Plone 5.0 & Patternslib 2.0.11 Features Dashboard Collaboration Library Search User profiles Apps Case management
  4. 4. The current state of Workflow in Plone
  5. 5. Structured Workflow Every possible step is known in advance Exceptions are not possible, unless known in advance.
  6. 6. Four eyes principle Exemplary workflow I’VE LOOKED AT IT TWICE
  7. 7. New Complete Reviewed Approved submit QA approve Hey, do your math! Fix your spelling! Dammit, I forgot to… Trash
  8. 8. How it is implemented in: Germany
  9. 9. –@zagy in 2005 „Many standards and standardisation processes, working groups and products are available. Many of them are more complicated than necessary without fulfilling the promised goals.“
  10. 10. Unstructured Workflow Only next station is known in advance It adapts as we go…
  11. 11. What very well may happen In any country, including Germany…
  12. 12. Neverending cycles You may want some control back…
  13. 13. You need both — together
  14. 14. The Metromap Project
  15. 15. Best of both worlds Honour external constraints Support people internally
  16. 16. Mandatory steps Permissions rule who can complete a phase and who can view/edit
  17. 17. Arbitrary Tasks Every Team member can add, edit, complete tasks
  18. 18. Tasks by State Tasks are assigned to states Everybody in the team can edit them Meant to support the team
  19. 19. The Case Manager App A filter and a progress report
  20. 20. The Integrator’s role Case management is flexible Permissions and roles are complex Workflow design is delicate Processes are seldom clearly defined
  21. 21. Runs in production since 28.9.2015
  22. 22. Technology Plone intranet 1.0b1 ZEO, Memcached Solr Celery & Redis Nginx/Varnish/Haproxy Auth via Active Directory Deployment via Batou
  23. 23. Main benefits Search Previews Structured case process Available everywhere Communication support Very high user acceptance
  24. 24. Expert Review —vs— User Testing
  25. 25. Thank you! Try Plone Intranet - Join the Consortium - Have fun - we did!

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