Trip Management Sample Application xCelerator « TripPlanner »                                  euroscript Systems France  ...
Agenda – TripPlanner xCeleratorPresentation of the TripPlanner sample applicationSpecific use caseBenefits of the xCP appr...
TripPlanner xCelerator PresentationWhy a Trip Management Sample Application?   Business Interests:          Business trave...
TripPlanner xCelerator Presentation Our goals and objectives with the TripPlanner xCelerator:       We propose to share wi...
Agenda – TripPlanner xCeleratorPresentation of the TripPlanner sample applicationSpecific use caseBenefits of the xCP appr...
TripPlanner xCeleratorLet’s introduce the TripPlanner sample application:        One company        Three key employees   ...
TripPlanner xCelerator    6 steps have been modelized for the TripPlanner                      xCeleratorStep 1 – Trip req...
TripPlanner xCeleratorStep 1 – Trip request          John Smith is based in Paris and has to go to Las Vegas for the      ...
TripPlanner xCeleratorStep 2 – Automatic analysis          The request is automatically pre-analyzed by the application.  ...
TripPlanner xCeleratorStep 3 – Validation and request treatment          Mary Doe, John’s Manager, has to validate the tri...
TripPlanner xCeleratorStep 3 – Validation and request treatment          Marion Dupont received an email / task to proceed...
TripPlanner xCeleratorStep 4 – Automatic transformation & generation of a Memo          Once the request has been validate...
TripPlanner xCeleratorStep 5 – User Trip Memo          John Smith received an mail readable on any device             Atta...
TripPlanner xCeleratorStep 5 – User Trip Memo (bis)          John Smith received an mail readable on any device           ...
TripPlanner xCeleratorStep 5 – User Trip Memo (ter)          John Smith can inform his contacts on Twitter and Facebook   ...
TripPlanner xCeleratorStep 6 – Manager interface          Mary Doe has direct access to the Business Activity Monitoring  ...
TripPlanner xCelerator  Step 6 – Manager interface (bis) Ability to monitor processperformance & productivityFor instance:...
TripPlanner xCelerator    Step 6 – Manager interface (ter)         Follow-up of        TripPolicy KPIsFor instance:- Avera...
Agenda – TripPlanner xCeleratorPresentation of the TripPlanner sample applicationSpecific use caseBenefits of the xCP appr...
TripPlanner xCelerator | Technical PresentationTechnical aspectsxCP TripPlanner is based on the following software and tec...
TripPlanner xCelerator | Technical PresentationTechnical aspectsxCP TripPlanner is based on the following software and tec...
TripPlanner xCeleratorReusability advantagesThe "TripPlanner" follows the xCP philosophy and its technical design combines...
TripPlanner xCelerator - Estimated gainsEstimated gains The company has a direct control on its Corporate travel policies ...
TripPlanner xCelerator - Estimated gainsDelay between a Trip request and the booking reduced by 50% (at least) Tasks      ...
Agenda – TripPlanner xCeleratorPresentation of the TripPlanner sample applicationSpecific use caseBenefits of the xCP appr...
TripPlanner xCelerator                                                                                    Captiva InputAcc...
TripPlanner xCelerator – Processes Overview                                                                               ...
TripPlanner xCelerator – Processes Overview                                                               “Processing Trip...
TripPlanner xCelerator – Processes OverviewThe “Send Trip Memo” process template is fully automatic. Itgenerates iCalendar...
Agenda – TripPlanner xCeleratorPresentation of the TripPlanner sample applicationSpecific use caseBenefits of the xCP appr...
TripPlanner xCelerator - Estimated WorkloadWorkload for TripPlanner v1                                                    ...
TripPlanner xCelerator - Estimated WorkloadWorkload for TripPlanner v2                                                    ...
TripPlanner xCelerator - ConclusionThanks to the TripPlanner xCelerator:      Employees can travel with a complete Memo re...
Agenda – TripPlanner xCeleratorPresentation of the TripPlanner sample applicationSpecific use caseBenefits of the xCP appr...
TripPlanner xCelerator - ReleasesTripPlanner xCelerator      This last version (v2) has been released on February 2011    ...
QuestionsSupport informationThe TripPlanner Sample Application xCP xCelerator is not supported by EMC.It is supported by e...
Thank you for your attention.
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Euroscript TripPlanner (xCP sample application)

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This application illustrates the benefits of xCP through the creation of this business process that exists in every organization: the management of travel requests.

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Euroscript TripPlanner (xCP sample application)

  1. 1. Trip Management Sample Application xCelerator « TripPlanner » euroscript Systems France February 2011, v2
  2. 2. Agenda – TripPlanner xCeleratorPresentation of the TripPlanner sample applicationSpecific use caseBenefits of the xCP approachApplication previewConclusionReleases TripPlanner Sample Application xCelerator, February 2011
  3. 3. TripPlanner xCelerator PresentationWhy a Trip Management Sample Application? Business Interests: Business travel expenses are one of the controllable costs and any reduction can lead to a better profitability, Companies are always looking for some new ways to reduce their travel costs while increasing the quality of service at the same time, During the last decades, travel costs reduction has often been achieved with new Corporate travel policies and negotiation with third party travel agencies, Organizations are now looking for solutions that improve their business process and offer a better service to their employees. Technical Interests: The Management of travel requests is a Business process that exists in every Company, It is a perfect example to show the benefits of xCP to easily implement an application. TripPlanner Sample Application xCelerator, February 2011
  4. 4. TripPlanner xCelerator Presentation Our goals and objectives with the TripPlanner xCelerator: We propose to share with the EMC Community our 15 years of experienced skills related to document and content management, as well as publishing, We offer a new approach to manage PDF Forms, We prove that applications based on xCP xCelerator can be user-friendly: using new kind of devices: Blackberry, iPhone, iPad, etc. interacting with modern and famous other technologies: Google Maps, Twitter, Facebook, etc. We integrate xCelerators from the Community, maximizing the functional cover of the solution and minimizing the specific development,To summarize, we want to show to our customers, partners & colleagues how an application can easily be implemented in 7 days using xCP. TripPlanner Sample Application xCelerator, February 2011
  5. 5. Agenda – TripPlanner xCeleratorPresentation of the TripPlanner sample applicationSpecific use caseBenefits of the xCP approachApplication previewConclusionReleases TripPlanner Sample Application xCelerator, February 2011
  6. 6. TripPlanner xCeleratorLet’s introduce the TripPlanner sample application: One company Three key employees John Smith Marion Dupont Mary Doe Consultant Assistant Manager TripPlanner Sample Application xCelerator, February 2011
  7. 7. TripPlanner xCelerator 6 steps have been modelized for the TripPlanner xCeleratorStep 1 – Trip requestStep 2 – Automatic analysisStep 3 – Validation & request treatmentStep 4 – Automatic transformation & generation of a MemoStep 5 – User Trip MemoStep 6 – Manager interface TripPlanner Sample Application xCelerator, February 2011
  8. 8. TripPlanner xCeleratorStep 1 – Trip request John Smith is based in Paris and has to go to Las Vegas for the EMC World Convention. John has 2 different ways to fulfill his request 1. Paper Form 2. Adobe PDF Form (sent by email) TripPlanner Sample Application xCelerator, February 2011
  9. 9. TripPlanner xCeleratorStep 2 – Automatic analysis The request is automatically pre-analyzed by the application. A module has been designed to get information from the Adobe PDF Forms in order to use it as process variables or metadata of the process package. For instance, the system is able to check long distance and/or extended trips before sending the request into an approval Workflow. As the Business Trip is far from John’s country, his demand has to be validated by Mary Doe, his manager. This Step can be easily modelized for every Corporate travel policies. The technology used by "TripPlanner" application to read PDF Forms has been integrated in another xCelerator called “PDF Form Reader” TripPlanner Sample Application xCelerator, February 2011
  10. 10. TripPlanner xCeleratorStep 3 – Validation and request treatment Mary Doe, John’s Manager, has to validate the trip. Mary has received an email and can validate the trip by a Web application. TripPlanner Sample Application xCelerator, February 2011
  11. 11. TripPlanner xCeleratorStep 3 – Validation and request treatment Marion Dupont received an email / task to proceed to booking. The web application allows Marion to enter all the information needed for the Trip Memo (vouchers, etc.) as well as the reporting activities (costs, etc.).
  12. 12. TripPlanner xCeleratorStep 4 – Automatic transformation & generation of a Memo Once the request has been validated and the booking done, the system generates an email to John Smith: Body: HTML Memo with all the information needed step by step - reservation numbers, vouchers, maps, etc. This email also includes a pre-generated link to publish automatically the travel on the employee’s personal social networks (facebook, twitter) Attachment: a PDF version of the Memo (with detailed itineraries, vouchers and maps) as well as all iCalendar invitations (train, plane) This email has been carefully designed to be readable on any device: laptop, iPhone, Blackberry, other SmartPhone, …. TripPlanner Sample Application xCelerator, February 2011
  13. 13. TripPlanner xCeleratorStep 5 – User Trip Memo John Smith received an mail readable on any device Attachments: iCalendar invitations PDF version of the Memo Dynamic HTML with direct links to the step information Pre-generated link to publish on facebook, twitter, etc. TripPlanner Sample Application xCelerator, February 2011
  14. 14. TripPlanner xCeleratorStep 5 – User Trip Memo (bis) John Smith received an mail readable on any device Blackberry & iPhone views PDF version (with itineraries, vouchers and maps) TripPlanner Sample Application xCelerator, February 2011
  15. 15. TripPlanner xCeleratorStep 5 – User Trip Memo (ter) John Smith can inform his contacts on Twitter and Facebook Pre-filled status by clicking on pre- generated links Pre-generated links to publish on Twitter, facebook, etc. TripPlanner Sample Application xCelerator, December 2010 xCelerator, February 2011 TripPlanner Sample Application
  16. 16. TripPlanner xCeleratorStep 6 – Manager interface Mary Doe has direct access to the Business Activity Monitoring of her Company. The new version (v2) of TripPlanner includes two dashboard designed to improve Manager’s life and optimize their time. Thanks to the BAM (Business Activity Monitoring), a strong focus can be made on the reporting functionalities. With a simple web access, a Manager is now able to follow the up-to-date travel planning and access to some useful reports. TripPlanner Sample Application xCelerator, February 2011
  17. 17. TripPlanner xCelerator Step 6 – Manager interface (bis) Ability to monitor processperformance & productivityFor instance:- Number of requests per user- Average Time delay, in hours, forthe treatment of a demand- Number of demands validated bythe direction last month- ... TripPlanner Sample Application xCelerator, February 2011
  18. 18. TripPlanner xCelerator Step 6 – Manager interface (ter) Follow-up of TripPolicy KPIsFor instance:- Average distance of the trips- Average trip distance per user- Total trips cost per user- Days away from office peruser and per year- ... TripPlanner Sample Application xCelerator, February 2011
  19. 19. Agenda – TripPlanner xCeleratorPresentation of the TripPlanner sample applicationSpecific use caseBenefits of the xCP approachApplication previewConclusionReleases TripPlanner Sample Application xCelerator, February 2011
  20. 20. TripPlanner xCelerator | Technical PresentationTechnical aspectsxCP TripPlanner is based on the following software and technologies: xCP • Content Server: documents storage, processes execution, etc. • Forms Builder: design of the TaskSpace forms (trip organization for instance) • Process Builder: design of the main process, plus 2 sub processes • xCelerators from EDN Community • Generate Number: automatic identification of the Trip objects • xDQL xCelerator: serialization of the trip information in XML • Deep Export: export maps images used for the generation of PDF memo • TaskSpace: configuration of an Application, with some customized screens to validate requests, organize of the trip • BAM: Business Activity Monitoring Captiva InputAccel and Dispatcher: to process paper-based trip requests TripPlanner Sample Application xCelerator, February 2011
  21. 21. TripPlanner xCelerator | Technical PresentationTechnical aspectsxCP TripPlanner is based on the following software and technologies: Other technologies • Adobe PDF forms: electronic submission of the trip request, by email • Google Maps API: generation of detailed itineraries, maps • Social Networks: direct link to facebook, twitter from the trip memo send by email • Additional Java libraries: • FOP: generation of PDF memo with maps • iText: data extraction from PDF Forms, PDF merging TripPlanner Sample Application xCelerator, February 2011
  22. 22. TripPlanner xCeleratorReusability advantagesThe "TripPlanner" follows the xCP philosophy and its technical design combines severalxCelerator from the Community : xDQL xCelerator (https://community.emc.com/docs/DOC-8174) Deep Export and Generate Number (https://community.emc.com/docs/DOC-7268) PDF Form Reader (https://community.emc.com/docs/DOC-9863)The technology used by "TripPlanner" application to read PDF Forms has been integratedin another xCelerator developed by euroscript and called “PDF Form Reader”(https://community.emc.com/docs/DOC-9863).The solution also uses reusable design patterns from applications developed byeuroscript (Google APIs, PDF merging).Such a solution can be very easily deployed to any company in few days. Theglobal process is adaptable to every organization’s travel policies by simpleconfiguration. TripPlanner Sample Application xCelerator, February 2011
  23. 23. TripPlanner xCelerator - Estimated gainsEstimated gains The company has a direct control on its Corporate travel policies and their application. Moreover, all demands and validations can be traced. Employees do not lose time to prepare their Trip. They know that all information needed during their Business travel is on the Trip Memo. Approval time is reduced, since the manager has access to a single work queue with all trip requests to be validated, with optional email notification. Less paper, more electronic submissions. The Assistant can focus on reservations rather filing paper forms. Management has a direct access to the Business travel expenses & reporting. TripPlanner Sample Application xCelerator, February 2011
  24. 24. TripPlanner xCelerator - Estimated gainsDelay between a Trip request and the booking reduced by 50% (at least) Tasks Initial delay New delay with xCP Trip request by the employee 15 min 10 min Paper forms management by the Assistant 3 hours 2 hours (validation, filing, etc) If needed, validation by a Manager 1 - 3 days 1 day Bookings 1 day 1 day 2 min Reporting of travel costs by the Assistant 15 min (fully integrated in the screen dedicated to trip organization) Update of the “travel planning” (with trips of all the 0 min 5 min employees of the department) by the Assistant (automatic) Time usually consumed by the traveler 3 min - To prepare his trip (localization, itineraries, etc.) 30 - 60 min (printing of a single memo, - To print different elements (vouchers, etc.) with all information) TripPlanner Sample Application xCelerator, February 2011
  25. 25. Agenda – TripPlanner xCeleratorPresentation of the TripPlanner sample applicationSpecific use caseBenefits of the xCP approachApplication previewConclusionReleases TripPlanner Sample Application xCelerator, February 2011
  26. 26. TripPlanner xCelerator Captiva InputAccel Scan Plus User Interface TripPlanner Sample Application xCelerator, February 2011
  27. 27. TripPlanner xCelerator – Processes Overview The “TripPlanner” processThe “TripPlanner” process template isthe main process. It manages theinbound channels, the data extractionfrom the PDF Form, the identificationand storage of the trip object, and thentriggers 2 sub processes:• “Processing Trip Request”• “Send Trip Memo” TripPlanner Sample Application xCelerator, February 2011
  28. 28. TripPlanner xCelerator – Processes Overview “Processing Trip Request” processThe “Processing Trip Request”process template includes 2 manualactivities:• the manager approval (only forlong trips, according to anautomatic preliminary evaluation,based on the distance andduration),• the organization of the trip by theassistant.Then, many automatic activities arein charge of the retrieval ofadditional information (itinerarymaps, location maps, detaileditineraries) and generation of thetrip memo (HTML and PDFformats). TripPlanner Sample Application xCelerator, February 2011
  29. 29. TripPlanner xCelerator – Processes OverviewThe “Send Trip Memo” process template is fully automatic. Itgenerates iCalendar events (reminders) for trip steps by Trainor Plane, and finally sends the trip memo (HTML body, PDF “Send Trip Memo” Processmemo and iCalendar events in attachment) TripPlanner Sample Application xCelerator, February 2011
  30. 30. Agenda – TripPlanner xCeleratorPresentation of the TripPlanner sample applicationSpecific use caseBenefits of the xCP approachApplication previewConclusionReleases TripPlanner Sample Application xCelerator, February 2011
  31. 31. TripPlanner xCelerator - Estimated WorkloadWorkload for TripPlanner v1 Men.days [Analysis] Study of the EMC-Documentum xCP Best Practices Guide and the reusable 1 xCelerator [Analysis] Brainstorming & Design of the sample application 1 [Build] Installation of the different software 1 [Build] Integration with Captiva & process implementation 2 [Build] Specific Development, including the first version of the “PDF Form Reader 3 xCelerator” [Build] Reuse and modification of design patterns 1 [Implementation] Process Builder 4 [Implementation] Form Builder 3 [Implementation] Integration of the different components 1 [Implementation] Testing and fixing bugs 1 [Marketing] Demo Scenario & associated tests 1 [Marketing] Installation Guide & Marketing PowerPoint 1 TOTAL MEN.DAYS 20 TripPlanner Sample Application xCelerator, February 2011
  32. 32. TripPlanner xCelerator - Estimated WorkloadWorkload for TripPlanner v2 Men.days [Implementation] BAM 2 [Marketing] Installation Guide & Marketing PowerPoint 2 TOTAL MEN.DAYS 4 TripPlanner Sample Application xCelerator, February 2011
  33. 33. TripPlanner xCelerator - ConclusionThanks to the TripPlanner xCelerator: Employees can travel with a complete Memo readable from any device Processing time of every Trip request is reduced by 50% Managers can have a direct access to the system to validate request and to follow-up the Corporate Travel Expenses Such an application has been designed, built and implemented in few days using xCP. The global process is adaptable to every organization’s travel policies by simple configuration. TripPlanner Sample Application xCelerator, February 2011
  34. 34. Agenda – TripPlanner xCeleratorPresentation of the TripPlanner sample applicationSpecific use caseBenefits of the xCP approachApplication previewConclusionReleases TripPlanner Sample Application xCelerator, February 2011
  35. 35. TripPlanner xCelerator - ReleasesTripPlanner xCelerator This last version (v2) has been released on February 2011 It includes: – new functionalities such as reports & Business Activity Monitoring – detailed documentation & user manualPDF Form Reader xCelerator First version released on February 2011 (https://community.emc.com/docs/DOC-9863) This xCelerator is designed to get information from an Adobe PDF Form in order to use it as process variables or metadata of the process package TripPlanner Sample Application xCelerator, February 2011
  36. 36. QuestionsSupport informationThe TripPlanner Sample Application xCP xCelerator is not supported by EMC.It is supported by euroscript International (http://www.euroscript.com).ContactsPlease feel free to contact us for any question: • Julien Fontaine, Consultant, julien.fontaine@eurodoc.com • Benoit Mittau, Project Leader, benoit.mittau@eurodoc.com • Wilhelm Peraud, Developer, wilhelm.peraud@eurodoc.com TripPlanner Sample Application xCelerator, February 2011
  37. 37. Thank you for your attention.

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