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1.
Adaptive case management
using

Workdesk

2.
Contents
!  

Trends in the DM Market

!  

Alfresco Workdesk
¬ 
¬ 

Positioning and benefits
Demo

3.
Trends in the DM Market
4.
Trends in the DM market
!  

Todo

5.
6.
Alfresco Workdesk:
Positioning and benefits
7.
Alfresco Workdesk:
Positioning and benefits
• 
• 
• 
• 
• 

e-Files and Case Management
Integration with CRM, ERP, …
Imaging/archiving/compliance/traceability
Workflow/BPM
Examples: contract management, legal case
management, claims management, health records,
HR file management

Documentcentric
applications
• 
• 
• 
• 

Custom content apps
Content services
Behaviour and rules
Permissions

Enterprise
Content
Platform

Enterprise
collaboration

Web
Content
and Experience
Management

• 
• 
• 
• 

• 
• 
• 
• 
• 

Documents, forums, wikis, blogs
Sharing
Social features
Mobile access
Examples: project sites,
knowledge sharing groups,
intranets and extranets

Web content publishing
Mobile platforms
Multilingual
Branding

8.
Alfresco Workdesk:
Positioning and benefits

Alfresco
Workdesk

Alfresco
Share

Alfresco
Repository
Web
Content
(WCM)

9.
Alfresco Workdesk:
Positioning and benefits
!  

Architecture

Alfresco Share	


Alfresco Workdesk	


Office Workdesk	


Alfresco Repository	

Users	

&	

Groups	


Security	

& Access
Control	


Content
Model &
Rules	


Content	


10.
Alfresco Workdesk:
Positioning and benefits
!  

Key differentiators

Agility & 	

Usability	

solutions	


! 

Business Role Management
Who you are and your business role determines what application, content, and actions you
see.

! 

Dynamic Folders & Views
Folders and actions are dynamic, determined by your role in the process. 1 document can
live in many views.

! 

Configuration Over Coding
Alfresco Workdesk is designed to be configured to your specific business needs and
processes.

11.
Alfresco Workdesk:
Positioning and benefits
Standard Alfresco Share
web & mobile views

Dynamic folders & views

Business Role Mgmt

Alfresco
Content Repository

Workdesk enables you to see
the right content, at the right
time, based on your business
role.

HR

Proc.

Legal
12.
Alfresco Workdesk:
Positioning and benefits
!  

Dynamic folders

13.
Alfresco Workdesk:
Demo
14.
Alfresco Workdesk: Demo
!  

Context
¬ 
¬ 

!  

Contract management solution for windmill operator
Purchase contract for a new windmill

Roles

Contract Manager

Legal Department

Contract
Administrator

works with contracts

approves contracts
(simplified UI)

creates and provides
contract templates
15.
Alfresco Workdesk: Demo
!  

Scenario
Decision to
Purchase
Windmill
Green Energy

creation of
contract

Hurricane Windmills

vendor sends
contract via
mail

Green Energy

prepare RFP

Green Energy

send RFP to
vendor
(Hurricane Windmills)

Green Energy

save
received
contract

•  Get response to RFP
•  Vendor sends
Proposal
•  Negotiations with
Vendor
•  Etc.

Green Energy

approve and
sign contract
16.
17.

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Amplexor Alfresco ECM Solutions Seminar - Adaptive Case Management using Workdesk

  • 1. 1.
  • 3. Contents !   Trends in the DM Market !   Alfresco Workdesk ¬  ¬  Positioning and benefits Demo 3.
  • 4. Trends in the DM Market 4.
  • 5. Trends in the DM market !   Todo 5.
  • 6. 6.
  • 8. Alfresco Workdesk: Positioning and benefits •  •  •  •  •  e-Files and Case Management Integration with CRM, ERP, … Imaging/archiving/compliance/traceability Workflow/BPM Examples: contract management, legal case management, claims management, health records, HR file management Documentcentric applications •  •  •  •  Custom content apps Content services Behaviour and rules Permissions Enterprise Content Platform Enterprise collaboration Web Content and Experience Management •  •  •  •  •  •  •  •  •  Documents, forums, wikis, blogs Sharing Social features Mobile access Examples: project sites, knowledge sharing groups, intranets and extranets Web content publishing Mobile platforms Multilingual Branding 8.
  • 9. Alfresco Workdesk: Positioning and benefits Alfresco Workdesk Alfresco Share Alfresco Repository Web Content (WCM) 9.
  • 10. Alfresco Workdesk: Positioning and benefits !   Architecture Alfresco Share Alfresco Workdesk Office Workdesk Alfresco Repository Users & Groups Security & Access Control Content Model & Rules Content 10.
  • 11. Alfresco Workdesk: Positioning and benefits !   Key differentiators Agility & Usability solutions !  Business Role Management Who you are and your business role determines what application, content, and actions you see. !  Dynamic Folders & Views Folders and actions are dynamic, determined by your role in the process. 1 document can live in many views. !  Configuration Over Coding Alfresco Workdesk is designed to be configured to your specific business needs and processes. 11.
  • 12. Alfresco Workdesk: Positioning and benefits Standard Alfresco Share web & mobile views Dynamic folders & views Business Role Mgmt Alfresco Content Repository Workdesk enables you to see the right content, at the right time, based on your business role. HR Proc. Legal 12.
  • 13. Alfresco Workdesk: Positioning and benefits !   Dynamic folders 13.
  • 15. Alfresco Workdesk: Demo !   Context ¬  ¬  !   Contract management solution for windmill operator Purchase contract for a new windmill Roles Contract Manager Legal Department Contract Administrator works with contracts approves contracts (simplified UI) creates and provides contract templates 15.
  • 16. Alfresco Workdesk: Demo !   Scenario Decision to Purchase Windmill Green Energy creation of contract Hurricane Windmills vendor sends contract via mail Green Energy prepare RFP Green Energy send RFP to vendor (Hurricane Windmills) Green Energy save received contract •  Get response to RFP •  Vendor sends Proposal •  Negotiations with Vendor •  Etc. Green Energy approve and sign contract 16.
  • 17. 17.