Alfresco Workdesk
Case management just got better with
Alfresco Workdesk.
ZAIZI Webinar
October 09, 2013
Dr. Rainer Pausch...
The Content Management Landscape
Transactional
Content &
Workflow
Content
Collaboration &
Intranets
Enterprise
Content
Plat...
The Content Management Landscape
Alfresco
Workdesk
Alfresco
Share
Alfresco
platform
Web
Content
(WCM)
• Integrated with ER...
Process efficiency
Cost savings
Customer satisfaction
Compliance
Process-Centric
Content Challenges
Friday, 11 October 13
Process efficiency
Cost savings
Customer satisfaction
Compliance
Loan origination
Claims processing
Deal management
Mailroo...
Top 5 Global Internet Company
Uses Alfresco Workdesk for deal
document management for their
global M&A business.
Alfresco ...
Top 5 Global Internet Company
Uses Alfresco Workdesk for deal
document management for their
global M&A business.
Alfresco ...
Top 5 Global Internet Company
Uses Alfresco Workdesk for deal
document management for their
global M&A business.
Alfresco ...
Top 5 Global Internet Company
Uses Alfresco Workdesk for deal
document management for their
global M&A business.
Alfresco ...
Top 5 Global Internet Company
Uses Alfresco Workdesk for deal
document management for their
global M&A business.
Alfresco ...
Top 5 Global Internet Company
Uses Alfresco Workdesk for deal
document management for their
global M&A business.
Alfresco ...
The Alfresco Workdesk difference
Business Role Management
Who you are and your business role determines what
application, c...
Business Roles & Dynamic Views
HR
Legal
FinancePersonalization
BusinessRoles
Alfresco
Content Repository
Alfresco Workdesk...
Delivered anywhere you need
In any web browser
no client install
Drag & Drop, inline editing
Focus on usability (508 compl...
Delivered anywhere you need
In any web browser
no client install
Drag & Drop, inline editing
Focus on usability (508 compl...
New!
Solution Template
alfresco.com
Friday, 11 October 13
Contract Management
Solution
Generic
approach
Configurability
and
extensibility
Turn-key
solution
Friday, 11 October 13
Turn-key solution
Contract Management Solution
for Procurement and Legal
Short time to value! - Ready to use!
Based on Alf...
Contract Management assets
• Business Roles
• Contract Manager, Manager, Legal, Contract
Administrator, …
• Contract templ...
Configurability and
extensibility
Configure business roles
• Select views and functions
Refine data model
• Documents, folder...
Case File
Friday, 11 October 13
Case File
Friday, 11 October 13
Case Processing
Friday, 11 October 13
Document Automation
Friday, 11 October 13
Document Automation
Friday, 11 October 13
Document Automation
Friday, 11 October 13
Summary - Workdesk
For process-centric document challenges and case
management
Business roles, virtual views and configurab...
SUMMIT.ALFRESCO.COM
Friday, 11 October 13
Thank you!
Dr. Rainer Pausch
Director, Product Marketing
rainer.pausch@alfresco.com
Twitter: @jazzonbike
Cell: +49 (176) 1...
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Case management just got better with Alfresco Workdesk

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Customer cases around loan origination and claims processing is loosely structured and highly document centric, making your routine tasks complex - this presentation shows how you can:
- Streamline your case management approach to better focus on your customers.
- Access documents and tasks in one single case file.
- Improve approval time by speeding up case processing with assigned tasks.
- Maintain one source for all your cases and files and still see a simple role-based workspace.
- Include paper correspondence within your case processing by scanning and classifying them

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Case management just got better with Alfresco Workdesk

  1. 1. Alfresco Workdesk Case management just got better with Alfresco Workdesk. ZAIZI Webinar October 09, 2013 Dr. Rainer Pausch Director, Product Marketing Friday, 11 October 13
  2. 2. The Content Management Landscape Transactional Content & Workflow Content Collaboration & Intranets Enterprise Content Platform Web Content (WCM) • Integrated with ERP, CRM • Records retention • Imaging/archiving • Process-centric • Web experiences • Channel optimization • Digital asset management • Archiving • Custom content apps • Content services • Document management • Search, organize • Sharing • Mobile access Friday, 11 October 13
  3. 3. The Content Management Landscape Alfresco Workdesk Alfresco Share Alfresco platform Web Content (WCM) • Integrated with ERP, CRM • Records retention • Imaging/archiving • Process-centric • Case Management • Web experiences • Channel optimization • Digital asset management • Archiving • Custom content apps • Content services • Document management • Search, organize • Sharing • Mobile access Friday, 11 October 13
  4. 4. Process efficiency Cost savings Customer satisfaction Compliance Process-Centric Content Challenges Friday, 11 October 13
  5. 5. Process efficiency Cost savings Customer satisfaction Compliance Loan origination Claims processing Deal management Mailroom automation Employee onboarding Customer onboarding Mobile claims assessment Process-Centric Content Challenges Friday, 11 October 13
  6. 6. Top 5 Global Internet Company Uses Alfresco Workdesk for deal document management for their global M&A business. Alfresco Workdesk use cases Friday, 11 October 13
  7. 7. Top 5 Global Internet Company Uses Alfresco Workdesk for deal document management for their global M&A business. Alfresco Workdesk use cases Global Investment Banking of Top 5 Intl. Bank Uses Alfresco Workdesk for deal management with 3,000 users in 50+ countries. Friday, 11 October 13
  8. 8. Top 5 Global Internet Company Uses Alfresco Workdesk for deal document management for their global M&A business. Alfresco Workdesk use cases US Power Plant Uses Alfresco Workdesk to manage the document workflow for large projects. Global Investment Banking of Top 5 Intl. Bank Uses Alfresco Workdesk for deal management with 3,000 users in 50+ countries. Friday, 11 October 13
  9. 9. Top 5 Global Internet Company Uses Alfresco Workdesk for deal document management for their global M&A business. Alfresco Workdesk use cases Swiss Insurance Company Uses Alfresco Workdesk to process insurance claims and automate their mailroom operations. US Power Plant Uses Alfresco Workdesk to manage the document workflow for large projects. Global Investment Banking of Top 5 Intl. Bank Uses Alfresco Workdesk for deal management with 3,000 users in 50+ countries. Friday, 11 October 13
  10. 10. Top 5 Global Internet Company Uses Alfresco Workdesk for deal document management for their global M&A business. Alfresco Workdesk use cases Swiss Insurance Company Uses Alfresco Workdesk to process insurance claims and automate their mailroom operations. US Power Plant Uses Alfresco Workdesk to manage the document workflow for large projects. Global Investment Banking of Top 5 Intl. Bank Uses Alfresco Workdesk for deal management with 3,000 users in 50+ countries. Largest German Savings Bank Uses Alfresco Workdesk to manage credit files easily on any web browser, pulled from a legacy ECM environment. Friday, 11 October 13
  11. 11. Top 5 Global Internet Company Uses Alfresco Workdesk for deal document management for their global M&A business. Alfresco Workdesk use cases Swiss Insurance Company Uses Alfresco Workdesk to process insurance claims and automate their mailroom operations. US Power Plant Uses Alfresco Workdesk to manage the document workflow for large projects. Global Investment Banking of Top 5 Intl. Bank Uses Alfresco Workdesk for deal management with 3,000 users in 50+ countries. Process Outsourcer for German Savings Banks Uses Alfresco Workdesk to automate hundreds of processes to reduce costs. Largest German Savings Bank Uses Alfresco Workdesk to manage credit files easily on any web browser, pulled from a legacy ECM environment. Friday, 11 October 13
  12. 12. The Alfresco Workdesk difference Business Role Management Who you are and your business role determines what application, content, cases, 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. Friday, 11 October 13
  13. 13. Business Roles & Dynamic Views HR Legal FinancePersonalization BusinessRoles Alfresco Content Repository Alfresco Workdesk enables you to see the right content, at the right time, based on your role.Standard Alfresco One web & mobile views Friday, 11 October 13
  14. 14. Delivered anywhere you need In any web browser no client install Drag & Drop, inline editing Focus on usability (508 compliance) Add-on for advanced editing In your Office application Never leave your Office application Direct access to content & metadata Perform actions from MS-Office & other apps On your iPad and iPhone App for iOS devices Friday, 11 October 13
  15. 15. Delivered anywhere you need In any web browser no client install Drag & Drop, inline editing Focus on usability (508 compliance) Add-on for advanced editing In your Office application Never leave your Office application Direct access to content & metadata Perform actions from MS-Office & other apps On your iPad and iPhone App for iOS devices Friday, 11 October 13
  16. 16. New! Solution Template alfresco.com Friday, 11 October 13
  17. 17. Contract Management Solution Generic approach Configurability and extensibility Turn-key solution Friday, 11 October 13
  18. 18. Turn-key solution Contract Management Solution for Procurement and Legal Short time to value! - Ready to use! Based on Alfresco repository, Activiti process engine and Alfresco Workdesk Business Administrator defines own contract structures and adds company specific document templates using Workdesk UI Friday, 11 October 13
  19. 19. Contract Management assets • Business Roles • Contract Manager, Manager, Legal, Contract Administrator, … • Contract templates (case folders) • Sample documents • Meta data transfer to/from MS Office • Approval Workflows • Reports Friday, 11 October 13
  20. 20. Configurability and extensibility Configure business roles • Select views and functions Refine data model • Documents, folder, objects and relations between objects, define your own cases Add workflows Define nomenclature and design Reusable concepts • ready to use in any other Case Management scenario Well defined extension points Friday, 11 October 13
  21. 21. Case File Friday, 11 October 13
  22. 22. Case File Friday, 11 October 13
  23. 23. Case Processing Friday, 11 October 13
  24. 24. Document Automation Friday, 11 October 13
  25. 25. Document Automation Friday, 11 October 13
  26. 26. Document Automation Friday, 11 October 13
  27. 27. Summary - Workdesk For process-centric document challenges and case management Business roles, virtual views and configurability for flexibility and high efficiency of users Solution templates add additional business value and dramatically reduce time to value Contract Management solution template is a turn-key solution for procurement and base for other solutions Document Automation accelerates document creation and reduces risk of errors Friday, 11 October 13
  28. 28. SUMMIT.ALFRESCO.COM Friday, 11 October 13
  29. 29. Thank you! Dr. Rainer Pausch Director, Product Marketing rainer.pausch@alfresco.com Twitter: @jazzonbike Cell: +49 (176) 117362 70 Skype: dr_rainer_pausch Friday, 11 October 13

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