FederalConference.com needed a case management solution to support their increased workload from winning a contract to plan 3,000 Army Strong Bonds events annually. They implemented an Alfresco-based case management solution called Armedia Case Management to drive efficiencies, provide visibility, and automate workflows. The solution included bulk ingestion of event data, customized interfaces, document management, and mobile accessibility to support FederalConference.com's increased event planning needs.

1. FEDERALCONFERENCE.COM
Alfresco based Armedia Case
Management Solution

2. Contents
• Introduction
– About Armedia
– About FederalConference.com
– About Army Strong Bonds
• Business Drivers
• High Level Concept
• Solution Design
• Solution Demo
• Alfresco based Armedia Case Management Solution
– Armedia Content Cloud
– Customization & Integration
• Questions

3. About Armedia
 Services:
 Design and Implementation of Enterprise Content / Case / Record
Management solutions
 Primary technologies: Alfresco, EMC Documentum, IBM FileNet and
Microsoft SharePoint
 Products:
 Armedia Caliente – Bulk multiplatform content migration tool
 Armedia Case Management – case management application framework with
vertical solution built around Investigative Case Management
 Armedia CONNtext – IBM Maximo -> FileNet connector
 GuidedAlfresco – native iPad application to educate users on Alfresco
 Government & Commercial Past Performance
 CMMI Level 3 appraised
 8(a)/SDB, Veteran owned, and 60+% staff carry a TS clearance

4. Customers
4

5. About FederalConference.com
• A service-disabled veteran-owned small business,
FederalConference.com provides professional event planning
services for both governmental and commercial clients at an
affordable price.
• Currently planning and delivering over 3,000 events annually for the
federal government. Services include
– Site Selection, Graphic Design, Printing, Professional Staffing, Event
Management, Food & Beverage Management, Audio Visual, Transportation
Management, Child Care and Administrative / Logistical Support.
• FederalConference.com pioneered a fast-paced, assembly line
event planning process that includes an automated event
management system to streamline and expedite the process
involved with delivering successful events for our clients.

6. About Army Strong Bonds
• Strong Bonds is a unit-based, chaplain-led program which assists
commanders in building individual resiliency by strengthening the
Army Family. The core mission of the Strong Bonds program is to
increase individual Soldier and Family member readiness through
relationship education and skills training.
• Strong Bonds is conducted in an offsite retreat format in order to
maximize the training effect. The retreat or “get away” provides a
fun, safe, and secure environment in which to address the impact of
relocations, deployments, and military lifestyle stressors.

7. Business Problem
• FederalConference.com provides quality planning services for
governmental and corporate conferences, events and meetings at
an affordable price.
• Upon winning for the Army Strong Bonds
program, FederalConference.com needed to support an additional
3,000 events per year, a few orders of magnitude more events than
before.
• The sheer increase in number of events means more staff, more
office space, and more automation to maintain the level of
seamless event organization for which FederalConference.com is
known.

8. Business Drivers
• Drive Efficiencies Throughout Event Management Process
• Enhancing Office Automation
• Greater Visibility into Event As It Is Processed
• Standardization of Records Keeping & Centralization of Event Files
• Automated Workflow – Event & Task Assignment & Tracking
• Customized /On-Demand Reports
• Monitoring of Employee Workflow
• Date /Time stamped to ensure timeliness of Process
• Accessibility - Real-time access (24/7)
• Ability to easily modify and adapt system to meets client’s
emerging/evolving business needs

9. Armedia Case Management
an Alfresco Based Solution
FEDERALCONFERENCE.COM
Event & Task Management
In support of Army Strong Bonds

10. High Level Concept

11. Solution Design
• User Interface/Framework
– Web 2.0: HTML5 / CSS3 / JavaScript, AJAX, JSON …
– jQuery with many plugins
• Bulk Ingestion of Events
– Events added quarterly based on simple Excel spreadsheet
– Batch program reads the spreadsheet and uses Alfresco API to create events
• Alfresco Integration
– CMIS all the way
– Add / Retrieve / Version documents
– Full-text search
• Hosted Case Management Solution
– Customized UI & Branding
– Customized Workflow
– Taxonomy & Content Model (objects & metadata)
– Role-based security and authentication
– Document Management
– File Plan & Records Management

12. Why Alfresco?
• Records Management
– DOD 5015.2 complaint
• CMIS Support
• Scalability
• Search

13. Solution Demo

14. About ACM
• Case Management Framework
– Manage Case
– Manage Case Participants
– Manage Task
– Manage Documents/Records
– Workflow
– Search / Reporting
– Security / Audit
• Seamless User Experience
(developed with user in mind)
– Intuitive
– Progressive Disclosure
• Mobile friendly

15. Features – Case Management
• Ability to create draft cases
• Advanced filtering
• Quick views

16. Features – Task Management
• Formal activities within a case (e.g. interviews)
• Assign and track closure of tasks
• Easy to mark complete, reassign, etc.

17. Features – Document Management
• We’ve conducted our research and created
an easy approach for connecting with
collaborators/approvers.

18. Features – Integration
• Services Based Architecture
• RESTful APIs
• Integrations Directory Services
• CMIS support for repository access
(Records Management)

19. User Experience
“We believe in building software based on user research and carefully
measured data. That’s how we get it right the first time!”
• Test early, Test often
• Do user research and persona development
• Use qualitative and quantitative measuring techniques
• Respond to change quickly

20. ACM User Interface

21. Questions
• Armedia
– info@armedia.com
– http://www.armedia.com
Offices:
• Washington DC Metro
– 8221 Old Courthouse Rd, Suite 206
– Vienna, VA 22182
– 703-272-3270
• Atlanta Metro
– 200 Galleria Parkway, Suite 440
– Atlanta, GA 30339
– 678-945-4417