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OpenText Webinar - Smart View Custom Menus & more
- 1. OpenText Confidential. ©2020 All Rights Reserved. FOR OPENTEXT LIVE WEBINAR June 4th 2020 1 The content of this slide is property of AnswerModules S.a.g.l. © 2020 All Rights Reserved. OpenText & ZOOM are trademarks or registered trademarks of the OpenText Corporation and ZOOM Video Communications. Other trademarks, product names, brands and service names are properties of their respective owners. Live Webinar SmartView Custom Menus & More for OpenText Content Suite & Extended ECM 4th June 2020 Patrick Vitali - CEO & CTO Paolo Rimoldi - Sales & Strategic Alliances
- 2. OpenText Confidential. ©2020 All Rights Reserved. FOR OPENTEXT LIVE WEBINAR June 4th 2020 2 The content of this slide is property of AnswerModules S.a.g.l. © 2020 All Rights Reserved. OpenText & ZOOM are trademarks or registered trademarks of the OpenText Corporation and ZOOM Video Communications. Other trademarks, product names, brands and service names are properties of their respective owners. Disclaimer AnswerModules & OpenText™ are independent entities and neither party has authority to make any representations or commitments on behalf of the other. All information and other materials provided in this webinar were provided by AnswerModules. Webinar content is informational only, general in nature, and does not constitute professional advice. It is your responsibility to evaluate the accuracy and completeness of all information provided during the webinar. OpenText™ has no liability whatsoever for your use of any of the information or materials provided during this webinar and is not responsible for the content, accuracy or opinions express during such webinars. The webinars are not investigated, monitored or checked for accuracy or completeness by OpenText™. For more information about the products offered by AnswerModules, please write to info@answermodules.com
- 3. OpenText Confidential. ©2020 All Rights Reserved. FOR OPENTEXT LIVE WEBINAR June 4th 2020 3 The content of this slide is property of AnswerModules S.a.g.l. © 2020 All Rights Reserved. OpenText & ZOOM are trademarks or registered trademarks of the OpenText Corporation and ZOOM Video Communications. Other trademarks, product names, brands and service names are properties of their respective owners. Intro to the Module Suite Fully integrated add-on (no footprint / dependencies) Tools to extend & enhance the standard capabilities Build & modify solutions as your business evolves The smartest way to deliver robust & tailored solutions on Content Suite & Extended ECM
- 4. OpenText Confidential. ©2020 All Rights Reserved. FOR OPENTEXT LIVE WEBINAR June 4th 2020 4 The content of this slide is property of AnswerModules S.a.g.l. © 2020 All Rights Reserved. OpenText & ZOOM are trademarks or registered trademarks of the OpenText Corporation and ZOOM Video Communications. Other trademarks, product names, brands and service names are properties of their respective owners. 4 Why is Module Suite the only add on you’ll ever need? We can cover many of our requirements and do more on Content Suite without the need for external implementations or solutions” -The Durst Organization OFFERS A SMART STACK It requires zero infrastructure, doesn’t use proprietary languages and it’s not dependent on other modules (ex: WebReports) INCREASES ADOPTION Boosts end-user adoption thanks to streamlined UIs & tailored business logics that match individual needs MAXIMIZES ROI Extends and opens new use cases on CSP/xECM within the organization preserving your initial investment ACCELERATES DELIVERY Thanks to low-coding, drag & drop editors & configurable snippets, development Lead Time decreases significantly
- 5. OpenText Confidential. ©2020 All Rights Reserved. FOR OPENTEXT LIVE WEBINAR June 4th 2020 5 The content of this slide is property of AnswerModules S.a.g.l. © 2020 All Rights Reserved. OpenText & ZOOM are trademarks or registered trademarks of the OpenText Corporation and ZOOM Video Communications. Other trademarks, product names, brands and service names are properties of their respective owners. What can you do with Module Suite? Professional Forms • Dynamic Form Fields • Robust Validation • Off-line & mobile forms Smart Workflows (WF) • Automate any process • Add custom WF steps • Simplify WF maps Facilitate Integrations • Integrate 3d party platforms • Integrate custom legacy systems • Integrate with DocuSign & ZOOM Simplified UI • Tailored SmartUI & ClassicUI • Surface only relevant info & tasks • Boost end-user productivity All through a low-coding & Agile Development approach
- 6. OpenText Confidential. ©2020 All Rights Reserved. FOR OPENTEXT LIVE WEBINAR June 4th 2020 6 The content of this slide is property of AnswerModules S.a.g.l. © 2020 All Rights Reserved. OpenText & ZOOM are trademarks or registered trademarks of the OpenText Corporation and ZOOM Video Communications. Other trademarks, product names, brands and service names are properties of their respective owners. Smart View Custom Menu Items Creating UIs that are truly tailored to individual business needs. Module Suite is the only solution offering this function on Content Suite & Extended ECM
- 7. OpenText Confidential. ©2020 All Rights Reserved. FOR OPENTEXT LIVE WEBINAR June 4th 2020 7 The content of this slide is property of AnswerModules S.a.g.l. © 2020 All Rights Reserved. OpenText & ZOOM are trademarks or registered trademarks of the OpenText Corporation and ZOOM Video Communications. Other trademarks, product names, brands and service names are properties of their respective owners. Get Inspired! (Multi)select objects in the browse view and perform custom actions such as: Create multiple Connected Workspaces & organize relationships Merge documents (Pdf, Word etc.) Grant permission to users Start an e-signing process (e.g. DocuSign) Apply a new naming convention Change folder/files name Synchronize data with LOB applications Start a predefined workflow Change metadata
- 8. OpenText Confidential. ©2020 All Rights Reserved. FOR OPENTEXT LIVE WEBINAR June 4th 2020 8 The content of this slide is property of AnswerModules S.a.g.l. © 2020 All Rights Reserved. OpenText & ZOOM are trademarks or registered trademarks of the OpenText Corporation and ZOOM Video Communications. Other trademarks, product names, brands and service names are properties of their respective owners. Potentially Any End-User Requires Custom Menus! BENEFITS AUTOMATION Supports automation of tasks & daily working routines LOW-CODING Simple configuration of pre-packaged script parameters, no need to write any code ROLE BASED UIs Turning from static to adaptive menus that can be adjusted quickly to better server changing users needs FEATURES REAL-TIME CONFIGURATION A configurable code snippet to create your own menu items EXTREME CONTROL Custom commands can be made visible to all users or specific groups PERSONALIZATION Choose the icon, color etc. of the new menu option and whether to place it at the folder or parent category level
- 9. OpenText Confidential. ©2020 All Rights Reserved. FOR OPENTEXT LIVE WEBINAR June 4th 2020 9 The content of this slide is property of AnswerModules S.a.g.l. © 2020 All Rights Reserved. OpenText & ZOOM are trademarks or registered trademarks of the OpenText Corporation and ZOOM Video Communications. Other trademarks, product names, brands and service names are properties of their respective owners. Zero Lead Time from Concept to Development -Skills Learn Content Server SDK (Javascript) or WebReports / OScript Dev. Effort Test Dev. Test Prep. Test Prod. -Essential Teams Liase with System Admins to deploy on the file system / server -Skills Learn Content Script / Module Suite -Dev. Effort Configure pre-packaged code snippet -Essential Teams Sit with business users to discuss their needs & prototype them in real-time 1-5 days OWN CUSTOM DEVELOPMENT 5 minutes WITH MODULE SUITE < - >
- 10. OpenText Confidential. ©2020 All Rights Reserved. FOR OPENTEXT LIVE WEBINAR June 4th 2020 10 The content of this slide is property of AnswerModules S.a.g.l. © 2020 All Rights Reserved. OpenText & ZOOM are trademarks or registered trademarks of the OpenText Corporation and ZOOM Video Communications. Other trademarks, product names, brands and service names are properties of their respective owners. ZOOM Integration Preview BUSINESS VALUE SAMPLE USE CASES DISTRIBUTED TEAMS MULTI-SITE TEAMS TEAMS WITH SATELLITE WORKERS • Enables automation (workspace users are included in the Zoom invite automatically; recordings are saved in the workspace directly) • Creates highly efficient UIs to boost remote work scenarios • Centralizes teamwork around workspaces, helping with the tracking of activities & documents • Project Management & status updates • Scheduling Assistant (ex. Board members meeting) • HR: alignment meetings, remote job interviews & candidate’s folders • Team Building initiatives
- 11. OpenText Confidential. ©2020 All Rights Reserved. FOR OPENTEXT LIVE WEBINAR June 4th 2020 11 The content of this slide is property of AnswerModules S.a.g.l. © 2020 All Rights Reserved. OpenText & ZOOM are trademarks or registered trademarks of the OpenText Corporation and ZOOM Video Communications. Other trademarks, product names, brands and service names are properties of their respective owners. ZOOM Integration Features 1 Kick-off ZOOM meeting from selected Workspaces or documents with just 1 click 2 3 You can also choose to add external people to collaborate on the same document 4 Videocall recordings are saved in the Workspace automatically Invitations emails are sent to all Workspace members automatically
- 12. OpenText Confidential. ©2020 All Rights Reserved. FOR OPENTEXT LIVE WEBINAR June 4th 2020 12 The content of this slide is property of AnswerModules S.a.g.l. © 2020 All Rights Reserved. OpenText & ZOOM are trademarks or registered trademarks of the OpenText Corporation and ZOOM Video Communications. Other trademarks, product names, brands and service names are properties of their respective owners. The Future is Now: Welcome to the New Normal CONTENT SERVER 1. From an offer stored in CSP, I send a Zoom meeting to a Client via a custom menu option 2. A folder in Core Share is created automatically for the customer to access during the call 3. The Zoom invitation will include the link to the document 4. Using a custom menu item, I start a Core Signature process to finalize the offer 5. The customer will receive a Core Signature envelope to sign 6. Once the offer has been signed, the document will be synched back on CSP/xECM EXAMPLESCENARIO
- 13. OpenText Confidential. ©2020 All Rights Reserved. FOR OPENTEXT LIVE WEBINAR June 4th 2020 13 The content of this slide is property of AnswerModules S.a.g.l. © 2020 All Rights Reserved. OpenText & ZOOM are trademarks or registered trademarks of the OpenText Corporation and ZOOM Video Communications. Other trademarks, product names, brands and service names are properties of their respective owners. Optimized Scheduled Scripts: Chain Job BENEFITS • Lightens DB memory while scripts are running • Streamlines the execution of complex scripts • Avoids errors occurring to end users while scripts & users are working on the same data USE CASES Optimizing bulk operations such as: • Massive updates of documents • Massive import of data from external systems • Bulk creation of connected workspaces, folder structures etc. FEATURES • Define Number of Chunks, transactions & functions to be executed • Track all running transactions & verify progress The new “Chain Job” is a script that leverages the Map Reduce function to split massive operations into smaller chunks / transactions and execute them in parallel
- 14. OpenText Confidential. ©2020 All Rights Reserved. FOR OPENTEXT LIVE WEBINAR June 4th 2020 14 The content of this slide is property of AnswerModules S.a.g.l. © 2020 All Rights Reserved. OpenText & ZOOM are trademarks or registered trademarks of the OpenText Corporation and ZOOM Video Communications. Other trademarks, product names, brands and service names are properties of their respective owners. An Example: Bulk Document Upload Scheduled Script Scheduled Chain Job Script 87 minutes completion time 62,5 minutes completion time Upload Speed: 3,8 docs / min Upload Speed: 5,3 docs / min First document available after 87 minutes First document available after 2 minutes! 25 lines of code! Test Conditions: •Single-server installation on VMWare virtualized server, Windows 2016, MS SQL Server 2016. memory 8GB RAM, 4 Processors •OpenText Content Server 16.2.11 •Distributed Agent with default configuration & 3 active workers •20.000 documents to uploade, each document size was 240KB
- 15. OpenText Confidential. ©2020 All Rights Reserved. FOR OPENTEXT LIVE WEBINAR June 4th 2020 15 The content of this slide is property of AnswerModules S.a.g.l. © 2020 All Rights Reserved. OpenText & ZOOM are trademarks or registered trademarks of the OpenText Corporation and ZOOM Video Communications. Other trademarks, product names, brands and service names are properties of their respective owners. Who is AnswerModules Product oriented company focused on delivering innovative add-on solutions dedicated to extending and enhancing Content Suite & Extended ECM’s capabilities OpenText™ 2019 EMEA Innovation / Technology Award Winner First 3rd party technology certified for OpenText™ Cloud 100+ community of customers & partners worldwide Swiss-based but operating globally
- 16. Thank you twitter.com/opentext linkedin.com/company/opentext opentext.com Paolo Rimoldi Sales and Strategic Alliances Manager p.rimoldi@answermodules.com +41 91 25 20 259 answermodules.com linkedin.com/company/answermodules
Editor's Notes
- AnswerModules is an OpenText Solution Extension Partner. We’re a product company focused on delivering innovative solutions for Content Suite and Extended ECM Our solutions are trusted globally by over 100 organizations from different industries and of various sizes
- CSP = Content Server / Content Suite / Extended ECM
- We’ve discussed and seen the technical and practical benefits of leveraging Module Suite . From a business and investment perspective we identify for main values: Creating easy-to-use, intuitive and tailored business solutions facilitates their own adoption as well as the adoption of CSP in general A zero-footprint keeps things lean while an easy to learn toolset allows most technical users to become productive in just a matter of days Thanks to low-coding delivering a solution or application takes a fraction of the time. And you can employ truly agile methodology. All in all the Module Suite is about maximizing your EIM investment. In other words “doing more, with less effort and delivering awesome results” ---------------------------------------- Before going into Q&A, I’d like to make 2 quick annoucnemtns
- FORM: Enhancing the standard form framework and adding a visual drag&drop form builder Create very advanced forms that can be used to collect and process information in pretty much any scenario. WORKFLOWS We’re not adding a new WF engine, we’re enhancing the standard WF engine Add automation and personalized steps in order to drive efficiency and productivity INTEGRATIONS Module Suite is used to facilitate the integration with other platforms and systems Be those home-grown systems or productized platforms such as DocuSign and ZOOM UI As we’ll see today, Module Suite can bring several advantages when crafting tailored interfaces in both the Smart and Classic view The objective is normally to provide the most productive experience possible to the the business users
- To our knowledge, Module Suite is the only solution that allows you to add custom menu items in the SmartUI. The idea behind this feature is quite straightforward…. to allow you to further tailor and further personalize the UI to you business’ specific needs. Even thought it might seem like a fairly simple innovation, the impact this has is huge. It allows you to open a host of new scenarios for what is essentially the main mechanism with which users interact with the system.
- What are some possible use-cases for custom menu items? Example: we could select multiple Word documents in a folder and in one click merge them, add a cover page and apply a naming convention Or we could select a document and start an approval process with one click As always with Module Suite, the use-cases are extremely flexible, can have a wider range of complexity and are pretty much endless.
- One of the primary characteristics of this new feature is that it employ the low-coding approach of Module Suite Creating a custom menu item is a question of configuring a pre-packaged item. We’ve also kept the ability to employ a fine-grained approach to permission. In other words access to custom commands can be managed even on the level of a single user. The benefits of Custom Menu Items can be summed up in 3 key points: automation at the service of productivity, supporting tailored UIs for efficiency employing an agile methodology….more on the next slide
- What differentiates our solution is that is has an almost zero lead time from concept to deployment The traditional approach would take knowledge on the SDK, development time and deployment time. All in all it could take between 1-5 days. While with the Module Suite it can be done in a matter of minutes, by 1 person sitting along side the LOB and without any restarts --------------------------------------- I’m sure you’re all quite eager to see the live demo of the Custom Menu items in Smart View…but bear with me just a couple of more minutes as I’d like to introduce the ZOOM integration that we’ll be showing as well
- I’m sure that this item in the agenda caught your attention It’s safe to assume that smart working and remote collaboration will become more and more prevalent. For this reason we’ve implemented an integration between CSP and ZOOM. For this initial development of the ZOOM integration, we've made it ready to use in the context of Connected Workspaces. Why CWS? Simply put, by their nature these are the most relevant CSP objects for collaboration. With a ZOOM integration we further enhance their collaborative aspects. CWS can be thought of as both the catalyst for virtual meetings as well as the container for all the relevant pre/post meeting content
- We see the ZOOM integration as just one piece of the puzzle in implementing a 100% digital process for the new way of working This is an example of how 4 tools can be used seamlessly to discuss and finalize a contract 100% remotely. Let’s say I need to discuss and offer or a contract with an external party