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Work Together Effectively
Implementing a CRM system
with Alfresco and Activiti
Giuseppe Malanga
Solution architect at Zaizi
Work Together Effectively
Alfresco 5
•  SOLR4
•  No more explorer UI
•  Search improvements
•  Aikau framework
Work Together Effectively
Alfresco 5 Activiti 1.4
•  SOLR4
•  No more explorer UI
•  Search improvements
•  Aikau framewor...
Work Together Effectively
CRM System
Work Together Effectively
CRM System
•  Customer Relationship Management
(CRM) helps businesses enter,
analyse, and track ...
Work Together Effectively
Correspondence Management
System
Work Together Effectively
How to implement in Alfresco
•  Custom Alfresco Model
•  Business process
•  Business Roles
•  C...
Work Together Effectively
The logical model (1)
Customer	
Contacts	
Cases	
References	
•  Customer centric
model
•  A cust...
Work Together Effectively
The logical model (2)
Case	
Events	 Documents	
•  A case can have
–  Many events
–  Many documen...
Work Together Effectively
From Logical model to Alfresco
model
•  1 type and for each entity an aspect?
•  1 type for each...
Work Together Effectively
From Logical model to Alfresco
model
Work Together Effectively
Workflow
Work Together Effectively
Business Roles
•  Different roles: logger, drafter, QAer,
workflow manager
•  Custom dashlets
•  ...
Work Together Effectively
Demo(1)
Work Together Effectively
Analytics (Demo)
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Correspondence and case management with Alfresco & Activiti - Giuseppe Malanga

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From the Alfresco Meetup for Government event 3rd February.

Guiseppe Malanga, Solution Architect at Zaizi takes us through the workflow process as it runs Alfresco as a UI and Activiti running in the background to power these processes, as well as a full reporting module.

Published in: Technology
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Correspondence and case management with Alfresco & Activiti - Giuseppe Malanga

  1. 1. Work Together Effectively Implementing a CRM system with Alfresco and Activiti Giuseppe Malanga Solution architect at Zaizi
  2. 2. Work Together Effectively Alfresco 5 •  SOLR4 •  No more explorer UI •  Search improvements •  Aikau framework
  3. 3. Work Together Effectively Alfresco 5 Activiti 1.4 •  SOLR4 •  No more explorer UI •  Search improvements •  Aikau framework •  Separate webapp •  New BPMN and step editors •  Configuring custom forms •  Packaging and group workflows
  4. 4. Work Together Effectively CRM System
  5. 5. Work Together Effectively CRM System •  Customer Relationship Management (CRM) helps businesses enter, analyse, and track customer information. •  CRM systems also provide a methodology for storing, measuring, and managing customer interactions. •  CRM systems enable companies to analyse customer data and ultimately measure business performance to determine where their strengths and weaknesses lie
  6. 6. Work Together Effectively Correspondence Management System
  7. 7. Work Together Effectively How to implement in Alfresco •  Custom Alfresco Model •  Business process •  Business Roles •  Custom backed Logic –  Policies, actions •  Custom User Interface –  Custom Document library views –  Custom Dashlets
  8. 8. Work Together Effectively The logical model (1) Customer Contacts Cases References •  Customer centric model •  A customer can have –  Many contacts –  Many cases –  Many references
  9. 9. Work Together Effectively The logical model (2) Case Events Documents •  A case can have –  Many events –  Many documents •  Documents refer always to an event
  10. 10. Work Together Effectively From Logical model to Alfresco model •  1 type and for each entity an aspect? •  1 type for each entity? •  Hybrid solution: – For each entity a type (no properties) – For each type a mandatory aspect (with properties)
  11. 11. Work Together Effectively From Logical model to Alfresco model
  12. 12. Work Together Effectively Workflow
  13. 13. Work Together Effectively Business Roles •  Different roles: logger, drafter, QAer, workflow manager •  Custom dashlets •  Custom execute button
  14. 14. Work Together Effectively Demo(1)
  15. 15. Work Together Effectively Analytics (Demo)

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