AIIM Info 2011 Increasing mobile worker productivity

Applied Excellence

Increasing Worker Productivity with ECM & Collaborative PM on the iPad, iPhone & Android

Phones

Mike Mahon, CEO & President, [email protected]

Office: 303.443.4004 x203 Cell: 720.289.7424

Cengiz Satir, Manager CM Products & Strategy [email protected]

IBM Enterprise Content Management

Use CMIS & Standards for Mobile

Who Cares? Mobile ECM Apps – Free Tools

Strategy to Increase Mobile Productivity

ECM Wins Mobile Wins Integration Wins

CMIS-based tools Edit Tools Technology to tie in your App to your ECM

CMIS is an easy to learn standard Connects to most ECM systems Similar to SQL, easy transition Proven out on IBM, Alfresco, OpenText,

etc. Use REST, SOAP for other Communication

Choose Projects Wisely Get a win!

Leverage Existing IT Assets and Skills Use an ESB

Creatively Problem Solve

Presentation Goals

© Zia Consulting, 2011

Applied Excellence

Does this really matter?

The context of content management today

• Content access anywhere• Access and security• Workflows & business process• Content reuse / repurposing• Archival & records management• Federated searching • Content lifecycles & single

sourcing

• Information is immediate• Collaborative,

ad-hoc processes• Work is knowledge intensive • Content is essential for decision

making• Outcomes are sustained• Relies on smart people

• Mobile social and content-centric apps (CMIS)

• Content management• Web content management• Mobile content access• Messaging, file management• Comprehensive document

management• Social collaboration• Office collaboration

CChallengesSolution

PPatterns

KEY: Content awareness and action measured in hours to minutes

KEY: Dynamic, cross-enterprise access, management and control

KEY: Integrated solutions to enable swift, collaborative outcomes

Global business is becoming more social

Solve problems in the workplace through experience-based advice; stay current and learn what my peers

know.

64%

Make better decisions based on insights from like-minded professionals.1

55%Sources: 1. Toolbox.com/PJA Social Media Index, August 2010. 2. Wikipedia, December 2010. http://en.wikipedia.org/wiki/List_of_countries_by_population

Source: IDC, August 2009

Source: Information Week - The Growth Imperative, September, 2010

41.8% CAGR 2008-2013

Which Web Technologies Are Being Adopted By Your Company

“Social content …. is the fastest-growing category of new content in the enterprise.”

— Gartner

http://www.idc.com/home.jsp

Benefits of the social transformation

“Social media has shifted control of the corporate message away from the organization and towards consumers and other stakeholders, and running away and hiding is no longer the safe option.”

Burson-Marsteller“The Global Social Media Check-up,” February 2010

Source: 1. “How companies are benefiting from Web 2.0”: McKinsey Global Survey Results, September 2009

69%Of workers report their companies have

gained measurable business benefits,including:– More innovative products and

services

– More effective marketing

– Better access to knowledge

– Lower cost of doing business

– Higher revenues1

People are transforming the way they interact and the way they work, driving real business results:

Marketing: challenged with locating subject matter experts

Organizations: paralyzed by security and governance concerns

Human resources: difficulty increasing worker effectiveness

Product development: problems managing and repurposing unstructured content

Challenges of social business + enterprise content

Social content has introduced new challenges around managing information

Intersection of social and content

Improve the strength and speed of connecting people with content

Enable the right business processes with real-time collaboration capabilities in context

Nurture adaptive and participatory communities

Provide new, efficient and cost-effective ways for people to create high value content

It is about the people, content, the work they do, and how others leverage it

Connect the right subject matter experts with content producers and consumers

Leverage the right knowledge and skills, quickly responding to market changes with relevant and accurate information

Mitigate risk by proactively managing and governing information, and intuitively extending social and collaborative content to broader enterprise content services

Leverage and extend existing investments in web, email and related applications, providing high ROI

The results:

–Lower costs

–Better insights

–Improved productivity

–Better decision making

–Improved customer satisfaction

The business value of social content

IBM Social Content Management, a different and Smarter Approach

Infrastructure and Centralized

Open and collaborative

Ad-hoc Collaboration

Community oriented

Metadata oriented

Content relevance… user tags & ratings

Inside the firewall

Inside & Outside the firewall

Document Centric

People Centric

ECM, Evolving and ExtendingAll content is equal; focus was on creating an infrastructure to store and manage everything

After Social ContentIdentify what content matters, why, and to whom, then apply the right content solution

By 2011, the world will be 10x more instrumented then it was in 2006. Internet connected devices will leap from 500M à 1 Trillion.

2005 2006 2007 2008 2009 2010 20110

200

400

600

800

1,000

1,200

1,400

1,600

1,800

Exa

byt

es

RFID,

Digital TV,

MP3 players,

Smart Phones/Devices,Digital Cameras, VoIP,

Medical imaging, Laptops,smart meters, multi-player games,

Satellite images, GPS, ATMs, Scanners,Sensors, Digital radio, DLP theaters, Telematics ,

Peer-to-peer, Email, Instant messaging, Videoconferencing,CAD/CAM, Toys, Industrial machines, Security systems, Appliances

10xgrowth in5 years

Approximately 70% of the digital universe is created by individuals, but enterprises are responsible for 85% of the security, privacy, reliability, and compliance.

Cut Costs and Improve

Employee Productivity

Reduce Costs and Risks

Reduces the cost and complexity of building ECM based applications -- unlocking content customer’s already have

Decouples Web services and content from the content management repository, enabling customers to manage content independently

Dramatically simplifies application development of common Web services and Web 2.0 interfaces

Increase Productivity

Makes finding and accessing content easier

Unlocks the full value of content

Reduces development time to integration applications with ECM Sources

Grows the ISV and developer community that provide critical customer solutions to complex business problems

The Role of CMIS in Social Content ManagementUsing Content Management Interoperability Services (CMIS) to enable applications

Applied Excellence

How do I implement a mobile ECM Strategy?

Choose Your Projects Wisely!

Contracts Management System: the official system that stores signed contracts & associated attachments

Meager search capability

Nightly Server Reboots

1 of 14 disconnectedDoc Mgmt systems

Poor auditing &RM capability

Memory Leaks

Manual load of metadata

One security role

Poor UI

Slow Performance

Little Staff Expertise;One consulting company


Get a Win!First Project: Contracting and Financial Records

Status: Document Mgmt Functionality Implemented in 4 months

• Implemented a New ECM System• Exceeded results of all previous

Document Management projects• 12 weeks:

• No infrastructure established before project start

• Staff learned:• New System• New Methodology

• Real-time, automated, SOA interface with PeopleSoft


Applied Excellence

How Do I Leverage Existing Assets?

SOA and ESB!


Applied Excellence

Typical SOA Architecture

Users: Formerly Apps and Portals,

Mobile is new Trend

Define Business Process and expose

via Service

Leverage existing IT infrastructure, web sites, mainframes, data warehouses,

etc.

Image take from Zuzel.org


http://www.zuzel.org/wp-content/view.php?q=service+oriented+architecture

Applied Excellence

The How of an ESB!

Model, edit and design service

Register and manage Services

Image take from

Intro to Oracle ESB

Manage, adminster & Debug services


http://download.oracle.com/docs/cd/B31017_01/integrate.1013/b28212/intro_qs.htm

http://download.oracle.com/docs/cd/B31017_01/integrate.1013/b28212/intro_qs.htm

Example of Leveraging Existing Assets:Contracting Automation – ECM Win!

Business Problem: Standardize process, improve efficiency, increase transparency Support automated contract requests, drafting, council handoff,

electronic signatures Allow city agencies to search for and retrieve information about in-

process requests and completed contracts

Document Management Needs: Multiple Work Flows

Additional Web Service Integrations with PeopleSoft

Technical Approach: Alfresco Advanced Workflow

Custom Extensions:

Status: 9 Month Project; Launched January 31st

• Workflow Web Service• Bootstrap Workflow

• Electronic Signature• Rules-Driven Task

Assignment

• Workflow Dashboard• Oracle Business

Intelligence


Example of Leveraging Existing Assets: Procure-to-Pay (P2P) – Integration Win!

Business Problem: Automate the City’s procurement processes in PeopleSoft

Paper-based, disconnected, minimal controls

Document Management Needs: View Requisition, PO, Receipt & Contract/Financial Attachments

WITHOUT breaking delivered PeopleSoft Functionality View Invoices & Contracts

Technical Approach: Creation of Multiple Repositories

FTP Connection for Requisition, PO, Receipt & Contract/Financial Attachments

CMIS Interface to View Invoices & Contracts

Status: Document Mgmt Functionality Implemented in 4 months


ESB

How does it all Fit together?Contracting Automation Architecture

ECMPeopleSoft Financials

Purchase Order

Bootstrap Workflow

Expenditure Contracts

5 Workflows

Revenue Contracts

4 Workflows

Scanned Paper

Signatures

Electronic Signatures

RequisitionWorkflow Initiation

Web Service

RFP Workflow

Start Advanced Workflow (Manual)


Applied Excellence

Where does mobile come in?

Enable managers to approve ERP, Budgets, Contracts while Out.


Applied Excellence

View All Active Workflows on iPad

Sort Active Workflow

Restrict View Access to Workflows


Applied Excellence

View Budget Workflow on iPad

Workflow Summary and Information

Assigned users in budget workflow


Applied Excellence

Edit Budget Workflow on iPad

Editing Fields on a workflow


Applied Excellence

How do I expand mobile to save time and money?

Creative Problem Solving and Use Standards


Web Project – Uses SOA, CMIS and REST 311 Online (with Attachments)

311

Denvergov.org

Business Problem: Provide citizens with a web channel to submit requests for services

Feed directly and work seamlessly with CRM System employed by 311 Call Center

Document Management Needs: Support the ability for citizens to submit attachments (forms or

supporting documentation) Provide the ability to pull up attachments within a case in CRM

Provide mechanism for downstream Work Order systems to pull up same attachments

Technical Approach: Creation of CRM Repository – metadata for case # and work order # CMIS Interface to Insert attachments into CRM, and then view them

Heavy orchestration between CRM and Alfresco

Status: Document Mgmt Functionality Implemented in weeks


Creative Problem Solving! 311 Online iPhone App

iPhone App

Business Problem: Provide citizens with a mobile channel to submit requests for services

Work seamlessly with other 311 channels (call center and web) How do you create a mobile app when you don’t have the bench to

maintain it?

Document Management Needs: Support ability for citizens to submit attch (pictures or map images)

Provide the ability to pull up attachments within a case in CRM Provide mechanism for downstream Work Order systems to pull up

same attachments

Technical Approach: Reuse CRM Repository /CMIS Interface from 311 Online

Use Enterprise Service Bus to orchestrate AND control behavior of App Write iPhone app as “UI interpreter”, taking commands from ESB

Status: Document Mgmt Functionality REUSED from previous project© Zia Consulting, 2011

Applied Excellence

How do I leverage the existing 311 Web Home?

Submit request online

Call via 311 in the City or External #

outside


Applied Excellence

Denver 311 Mobile iPhone Application:

Mirror What 311 Online Web App Does

Applied Excellence

Mobile Case ManagementA real world example


Applied Excellence

Mobile Case ManagementWhat does it do?

Creates work ticket in PeopleSoft

Stores content in Alfresco

Notifies stakeholders of ticket status changes

Secure communication via Oracle Enterprise Service Bus (ESB)


Applied Excellence

Mobile Case ManagementA living example

List of case options(think workflow or tickets)

Generated from ERP

Each case type has different information required


Applied Excellence

Mobile Case ManagementNew Case and Status of Existing

"Report a Problem":Allows users to create a new case

Area for system generated notifications


Applied Excellence

Mobile Case ManagementDifferent Case Options

Graffiti or Vandalism has 2 case types you can submit

Animal & Pets has 8 case types


Applied Excellence

Mobile Case ManagementEnter Metadata and images

Enter required information for the selected case type


Applied Excellence

Mobile Case ManagementA living example

Add geo-location information


Applied Excellence

Mobile Case ManagementHow did it do it?

Leverage Web Services to Communicate with Mobile Device

Secure communication via Oracle Enterprise Service Bus (ESB)

CMIS is Communication Protocol between all existing systems


What about CMIS?

Applied Excellence


Applied Excellence

Fresh Docs Connects to Any CMIS 1.0 ECM

Can connect to any CMIS 1.0 compliant System

Alfresco Enterprise 3.3.x and IBM Filenet P8 Shown

Tested against OpenText, Nuxeo, Day, & SharePoint as well


Applied Excellence

Search Repository


Search “content” returns results

Applied Excellence

Edit Metadata

Changes will be stored directly in CMS Systems

Access permissions are controlled from repository


How do I use the apps on the iPad or other tables?

Applied Excellence


Applied Excellence

How do you edit using native apps on the iPad and save to the CMS?

Preview Doc

Send document to

Editor

Edit and Return to

Fresh Docs


Applied Excellence

iAnnotate – iPad PDF Annotation

Comments on a PDF

Highlighted Text


Applied Excellence

DocsToGo– iPad Office Doc Editing

Edit and Save Documents


Applied Excellence

KeyNote: iPad Presentation Software

Build and Present

Distribute


Applied Excellence

Questions & Answers

Mike Mahon, CEO & President, [email protected]

Office: 303.443.4004 x203 Cell: 720.289.7424

Cengiz Satir, Manager CM Products & Strategy [email protected]

Cell: 603.479.1190IBM Enterprise Content Management

AIIM Info 2011 Increasing mobile worker productivity

Technology

Transcript of AIIM Info 2011 Increasing mobile worker productivity