Migrating Your Business from Documentum to Alfresco
•Download as PPTX, PDF•
1 like•457 views
In this webinar we will review our specific migration methodology—ActiveMigrate—with best practices for moving your content based on our experience from dozens of successful Alfresco migration projects. ActiveMigrate is focused on delivering your content and workflow, without disruption to your business.
Recommended
Recommended
More Related Content
Similar to Migrating Your Business from Documentum to Alfresco
Similar to Migrating Your Business from Documentum to Alfresco (20)
More from Zia Consulting
More from Zia Consulting (20)
Recently uploaded
Recently uploaded (20)
Migrating Your Business from Documentum to Alfresco
- 1. Moving Away from Documentum
- 2. ©2016 Zia Consulting, Inc Why Move? Technology Driven Maintenance Costs Upgrade Costs & Complexity Moving to the Cloud Business Driven Limiting Growth Limiting Profitability
- 3. ©2016 Zia Consulting, Inc Your Documentum Business Processes What You Spent What You Got
- 4. ©2016 Zia Consulting, Inc Costly Error- ProneSlowComple x People, Paper, Process
- 5. ©2016 Zia Consulting, Inc Why Not Move? Migration Costs Migration Risks Disruption to Business
- 6. ©2016 Zia Consulting, Inc What If You Could Migrate Seamlessly? Current Users Future Users ©2015 Zia Consulting, Inc. All Rights Reserved.
- 7. ©2016 Zia Consulting, Inc And Processes Could be Simplified? Your Process Our Process ©2015 Zia Consulting, Inc. All Rights Reserved.
- 8. ©2016 Zia Consulting, Inc And Systems Could be Modernized? How You Work Today How You Can Work Tomorrow
- 9. ©2016 Zia Consulting, Inc Prove It! Baldwin & Lyons Insurance 10 Million Documents Over 7 days Colorado Courts 25 Million Documents 15+ Metadata Fields to Preserve Leading Technology Company Documentum Replacement Critical Integrations to ERP & Other Core Systems
- 10. ©2016 Zia Consulting, Inc Why Migrations Fail Wrong Business Scenario Chosen Lack of Overall Vision Disregard User Adoption / User Experience Over Customization & Slow Delivery
- 11. ©2016 Zia Consulting, Inc Keys to Success Ease of Use (aka User Adoption) High Business Value Get a Quick Win Experience AND Methodology are Critical
- 12. ©2016 Zia Consulting, Inc Introducing ActiveMigrate™ Zia Migration Methodology Focused on Strategic & Tactical One Team Quick Iterations Leverage Best-in-Class Migration Tools “Lazy” Migrations
- 13. ©2016 Zia Consulting, Inc Getting Started = ROI Start with Business Justification Understand AND Sell the ROI Don’t Go It Alone Assess Current Situation Determine Costs (HW, people, storage) Benefit to LOB Cost of Doing Nothing Break it Down
- 14. ©2016 Zia Consulting, Inc Our 7 Step Process Follow a Framework Understand Business Drivers Gather Content Info AND How Content is Used Prepare Target System Detailed Audit Trail User Validation Methodology Discovery Extraction Transformation Business Rules Content Migration Auditing & Indexing Final Verification
- 15. ©2016 Zia Consulting, Inc Learn More!
- 16. Activiti BPM 2010 Introducing Alfresco & Activiti
- 18. Who is Zia? EST. 2003 Boulder, CO Critic al Not Casual Controlling Chaos + Delivering Rapid ROI Process & Integratio n Open Platforms Content People
- 19. ©2016 Zia Consulting, Inc Next Steps ActiveMigrate™ Webpage - ziaconsulting.com/migrate Modernization Webinar Series Automation with Activiti BPM Easy Records Management Upcoming Events: - ziaconsulting.com/events-calendar
- 20. Questions? Phil Robinson SVP Business Development Zia Consulting phil@ziaconsulting.com
Editor's Notes
- Welcome – thank you 30 min webinars – specific topic – fit or not Today – look at one of fastest growing business suites – obviously a bit different – ERP, CRM – combination of some legacy technologies, and now into the cloud Look at the specific interaction between Dynamics and the documents involved – how do you create contracts, how do you share them and approve – internally and externally – how do you store them as records – and how do you find them Absolutely not suggesting replacement – about how you manage documents associated With Our IP as Zia – understanding how to apply modern, really next-generation technologies to your business process – about delivering true business solutions – advanced BPM, Records Management – and even tools like intelligent capture, email integration So let’s get started
- Nike, Intel Last slide – is this fit – well here it is on one slide Any Dynamics use cases – wide range, contacts to invoices – as said, both ERP & CRM – talk a bit about both – but demo on CRM side today Word docs, spreadsheets – even images & videos Sales, marketing, corporate legal, corporate finance/accounting Why? What are we hearing – cost and time to manage documents , very manual + concerns over compliance & archiving + employee satisfaction (two screens) / applicant satisfaction / customer satisfaction / vendor satisfaction – How – integration between Dynamics & Alfresco – with Activiti BPM managing entire process Where – Insurance, Banks, Technology Healthcare including growing list of some of worlds largest companies
- Like to have a bit of fun with this one – NY prospect – accounts payable – don’t wanna go through another upgrade Bank of the West – print and rescan into LOS So what do we mean here – Invested in core business applications – in this case Dynamics – perhaps cost as much as a few of these cars How much time spent on contracts or invoice automation - how manage paper, workflow, access to documents, storing of records, - and yet often these are areas where substantial cost savings can occur We’ll talk about what those savings can look like About day-to-day business processes of your sales or marketing or service organization
- Costly – Do you know how much money is spent in your organization managing the paper & processes around contracts approvals or customer service cases Complex – Using Dynamics – sort out internal / external collaboration – and dealing w/ paper, faxes, email Slow – Modern consumer – want instant access, instant answers – where’s my contract / invoice Manually entering data – perhaps from one screen to the next Error Prone What happens w/ manual entry – errors
- Last slide – is this fit – well here it is on one slide Any Dynamics use cases – wide range, contacts to invoices – as said, both ERP & CRM – talk a bit about both – but demo on CRM side today Word docs, spreadsheets – even images & videos Sales, marketing, corporate legal, corporate finance/accounting Why? What are we hearing – cost and time to manage documents , very manual + concerns over compliance & archiving + employee satisfaction (two screens) / applicant satisfaction / customer satisfaction / vendor satisfaction – How – integration between Dynamics & Alfresco – with Activiti BPM managing entire process Where – Insurance, Banks, Technology Healthcare including growing list of some of worlds largest companies
- Truly integrated – could work in Dynamics exclusively or Alfresco exclusively – our EasyECM approach And had integration with tools like Outlook seemlessly And Single system of record, with access for all What is ultimately the value of letting people use the tools they know, and work with every day – enhances productivity and adoption of systems and processes Again – profitibility, enterprise governance
- Simplify business process – workflow tool that was flexible to match your business processes Take very manual, complex paper-based approval and signature process and rationalize/automate Task-based, role-based approvals of contracts or campaigns or invoices
- And if process of Records Management was automated All content from dynamics was archived properly, in a enterprise class RM system With automatic application of retention & disposition schedules With appropriate access from both dynamics or Alfresco directly We’ll show you in the demo today
- We can’t automate, our invoices aren’t standardized – they arrive as Paper, Fax, Email, Upload, EDI. All of our invoices are so different, we don’t have any single large vendor or small group of vendors Our business rules are too complex to automate – with approvals, exception processes, etc… Workflow – including email routing, approvals, tasks Microsoft Dynamics AX Ereplacement parts – less that 3 month, hundreds of hours of employee time, 90%+ accuracy
- Last slide – is this fit – well here it is on one slide Any Dynamics use cases – wide range, contacts to invoices – as said, both ERP & CRM – talk a bit about both – but demo on CRM side today Word docs, spreadsheets – even images & videos Sales, marketing, corporate legal, corporate finance/accounting Why? What are we hearing – cost and time to manage documents , very manual + concerns over compliance & archiving + employee satisfaction (two screens) / applicant satisfaction / customer satisfaction / vendor satisfaction – How – integration between Dynamics & Alfresco – with Activiti BPM managing entire process Where – Insurance, Banks, Technology Healthcare including growing list of some of worlds largest companies
- Last slide – is this fit – well here it is on one slide Any Dynamics use cases – wide range, contacts to invoices – as said, both ERP & CRM – talk a bit about both – but demo on CRM side today Word docs, spreadsheets – even images & videos Sales, marketing, corporate legal, corporate finance/accounting Why? What are we hearing – cost and time to manage documents , very manual + concerns over compliance & archiving + employee satisfaction (two screens) / applicant satisfaction / customer satisfaction / vendor satisfaction – How – integration between Dynamics & Alfresco – with Activiti BPM managing entire process Where – Insurance, Banks, Technology Healthcare including growing list of some of worlds largest companies
- We can’t automate, our invoices aren’t standardized – they arrive as Paper, Fax, Email, Upload, EDI. All of our invoices are so different, we don’t have any single large vendor or small group of vendors Our business rules are too complex to automate – with approvals, exception processes, etc… Workflow – including email routing, approvals, tasks Microsoft Dynamics AX Ereplacement parts – less that 3 month, hundreds of hours of employee time, 90%+ accuracy
- Again – stay w/in dynamics – whether working on sales contract, partner/vendor agreement But get benefits of Alfresco ECM – version control, access control – also enterprise search With automated metadata capture External Collaboration – perhaps with outside legal counsel or maybe customer themselves What if could be automatically secured, discuss in a couple of slides
- Content Info – Volume of Data, Changes to Documents, Metadata & Properties, Sources of Content, Target Location, Document Lifecycle
- Previous in series – probably not Next ones – mentioned throughout
- Mature, proven technology – both Alfresco ECM in 2005 and Activiti BPM from 2010 As see – now over 200 customers, with over 7 billion docs stored in Alfresco Open source – but more important to us is open platform Tagline is Simple, Smart, Secure – Alfresco combines the smarts IT needs with the simplicity users love and the security business can count on. Simple - Work Any Way, Anywhere Content access from familiar apps and devices Seamless integration with the apps people “live in,” like Microsoft Outlook, Microsoft Office, Google Docs, and Salesforce Mobile access from tablets and smartphones Access via friendly web-based UI or desktop file system Smart – look at Activiti - Automated workflow— Replaced complex, manual process with simple, flexible, task-based workflows Integrated with email for notices/reminders and is auditable across all steps Advanced, actionable analytics to drive business process improvements Introducing Alfresco Activiti BPM - Alfresco Activiti provides a highly scalable, Java-based, BPMN2.0 workflow and BPM application targeted at business users, developers, and administrators. Designed to simplify the workflow process while still delivering enterprise-class BPM, Activiti delivers intuitive task management, with mobile access, and simple process execution. Security – both data security – which we’ll cover in 3rd webinar – but also features like Records Management Robust capabilities built for ease of use DOD 5015.02 certified records management Automated, rules-based lifecycle management Full audit trail for compliance reporting Single solution to manage records and other content Where work in insurance – some of the biggest names obviously – and many others not listed here
- Show you a case management demo – focus today on the “sync” features – add a document (image) in dynamics, sync to Alfresco, then add a document to Alfresco – show you via outlook email integration as bonus feature – sync to MS dynamics – and then lastly, show how an “event” or action in Dynamics – closing a case – can trigger RM in Alfresco
- Our History / Our Focus We do content – not just any content, but critical. With a focus on process-intensive content Take our skills and build repeatable solutions on open platforms To again help you control your chaos and automate your manual/paper-centric processes And as said at the outset – really about addressing what happens in your business every day
- Previous in series – probably not Next ones – mentioned throughout