Workware systems company presentation web aug 11

Software | Consulting | Analytics

TM

Company & Technology Preview

www.workwaresystems.com

August, 2011

Workware Systems Inc.

We perfect analytical and investigative processes in subject matter areas such as fraud detection and identity theft investigations, counterintelligence assessments, automated intelligence collection, incident management, document digitization and search, so that our customers can increase productivity and reduce costs

We specialize in workflow / collaboration, data management,and data analytics

We support innovation and best practice in Case Management

We make information manageable and actionable

To be fast and efficient we use our agile platform, WorkwareOne™, which runs in the Cloud, or appliance, or in a commodity computing cluster, or virtualized on a data center server (or any combination thereof)

We do not disrupt existing systems

We deliver the highest quality solutions at the most efficient cost in the least amount of time—we use Agile Methods on our Agile Platform to achieve these goals

We use our proven Engagement Model that is fact-based, rigidly-structured (in our approach), fast-paced, and problem statement driven

Our product is our capacity to think, to solve, and to quickly delivergreat collaboration solutions on a resilient and adaptive platform

2© Workware Systems Inc. 2011 Proprietary Information

Agile Enterprise-wide SolutionsWorkware Systems delivers phase-deployed, one-of-a-kind, agile enterprise solutions anchored around Workflow / Collaboration, Data Management and Data Analytics

Workflow / Collaboration – we ensure internal collaboration and workflow are actionable, and we integrate these outcomes into existing systems and processes, as well as new ones. We make the results of these functions accessible and shareable across the enterprise (any location, always on) allowing for human interpretation and learning

Data Management – we deliver compelling capability allowing the enterprise to manage the entire data lifecycle including indexing, storage, search, retrieval, and retirement(as necessary) of new and existing data

Data Analytics – we build customized solutions to conduct complex data analysis across different domains and stakeholders, and we build solutions that make large data sets useful and relevant

We put into place management cost reporting so operational tasking can be measured, tracked, reported and improved

We develop these solutions with a high degree of client involvement and with the highest quality commitment on the part of our team of subject matter experts

3

DataManagement

Workflow /Collaboration

DataAnalytics

Task list assignmentWorkflow management &

alertsManagement reports Escalation & approvals Integrated document

management & search

© Workware Systems Inc. 2011 Proprietary Information

An Advanced Web 2.0 Architecture Language

Java

Considering Scala

Clustering Modified Cassandra

Persistence Layer for sets & vectors

Object mapping layer with a Java persistence API & dynamic object capability

Unstructured search

Analytics foundation

Access management

Data management

Workflow execution

WebGL / HTML 5-based UI

4

Dyn

amically Lo

aded


Design goals:Incremental scalabilityInherent redundancySchema resilience

Incorporated Technologies:• Java Implementation with APIs• Cassandra non-SQL data store providesscalable and redundant persistence

• Vaadin / GWT provides HTML-5 based weband mobile user interfaces

• Proprietary components used for parsing andstemming of unstructured data

Power of Bite-Size Solutions

Workware Systems utilizes an enterprise-wide Common Resilient Data Management strategy comprising of new data (incidents, reports, collected information) and incorporated legacy data (physical records, digital artifacts, existing systems)

Meets all users’ requirements through continuous iteration and improvement

Allows for enterprise-wide search and association

Makes information actionable, processes repeatable, and results measurable

5

Common Resilient

Data

Workflow

Search, Set &

Association

“For too long, we have witnessed runaway projects that waste billions of dollars and are years behind schedule. By the time these projects launch—if they launch at all—they are obsolete.”

– Vivek Kundra, Federal CIO

CIO Council September 2010


Capture Complex Nested Data & Processes The real world can rarely be modeled with a

simple set of forms and workflows

Skilled knowledge workers work with complex collections of information

Although there may be some useful simple workflow processes, often it is the interaction between elements of these collections and their consistency which are critically important

WorkwareOne’s simple, yet comprehensive, presentation of these complex collections of data and processes is the key to a successful solution

The data model processes must be able to quickly evolve as requirements evolve

Hard coding a comprehensive application is better than an overly simplistic solution based on folders of forms and linear workflows, but is expensive and slow to adapt when requirements change


Agile Methods + Agile Platform = Agile Solutions

Incident Management & Response

Agile Adaptive Case Management Solutions

Fraud & Identity Theft Investigation

Document Storage & Unstructured Search

Automated Real Time Data Collection & Reporting

Text Data Mining & Predictive Analytics

Regulatory Compliance Applications

Open Source Intelligence Collection


Software | Consulting | Analytics

What We Offer as a Single Solution

1. Adaptive Case Management System

A complete package for managing collaboration and workflow within the enterprise

Flexibility of a custom solution at a COTS price

Resilient to change, when enterprise requirements change

2. Common Resilient Data Repository

Securely manage, store, and search ALL files, documents, case material within the enterprise

Easily integrate all data sources; internal and external

Comprehensive, Case-specific access controls

Accessible anywhere, on any device (web, pad, smart phone)

Near unlimited scalability and built-in redundancy

Very low-cost hardware and software footprint

3. Advanced Data Collection & Collaboration Platform

Automatically collects and updates the repository with a variety of manual and automatically retrieved data as those data change

Manage the collection and case process in a single integrated system

Collaboration within enterprise teams to share, update same cases, and synchronize collection changes

8

“Whereas information enters the intelligence machine by source, it has to leave it by subject; it is this changeover inside the machine that causes all the difficulty.”

– R.V. Jones, Assistant Director, Royal

Air Force Intelligence Section during World War II


Adaptive Case Management

9

What is a Case?

• A Case is a managed collection of information

• A Case can be used to support an investigative process, study an individual or group, follow up on an incident or set of incidents, or accomplish many other analytical and operational activities

• Cases contain both structured and unstructured data and can be conducted through both manual and automated processes

• Forms, workflows, automated processes, and other aspects of a Case are controlled by the Case’s type

• Each Case is an optimal mix of formal and ad hocactions for each activity

• Each Case and artifact has its own access management controls. Read, write, and manage permissions can be set for both roles and individuals

• A complete audit log is maintained for each Case and contains every change made to the Case data and access controls during its lifespan

10

Common Resilient Data Repository


Structured / Unstructured Processes & Data

• We support innovation and the development of best practices not a one-size-fits-all approach to Case Management

• Consistent use of best practices leads to improved outcomes

• Users don’t need process maps—structured and unstructured processes can be supported concomitantly in a Case

• In most Cases, some step-specific data will need to be recorded (e.g. basic forms, memos, or forms with several fields)

• Automated background process to independently assess compliance with internal / external rules and policies at key points in managing a Case

• Warnings of non-compliance are issued, and when non-compliance is serious, the Case progress is blocked pending a remedy for the deficiency


Unstructured Structured

Complex Case Processes

• Cases can be simultaneously updated by users (including users in the field) or automated processes

• Cases are dynamic entities

• Non-users can receive Case data and can submit Case data, subject to set rules and processes

• Cases can be associated with each other, branches created, and consolidated

• Search across all Cases

• Redaction for external reporting

• Reports, dashboards, and Case cost accounting are integral to all stages of Case processing


Web-based User Interface

13

Case Collection

Case Details

Access Controls

Geo-Spatial


Reporting Statistics

Roles & Task Assignments

Case & Repository-wideSearch


Cost Accounting& Stats

Calendaring& Scheduling

Extensive Case Management Support

14

Initiation ProcessingClosure &

Future Reference


Rules & Alerts Assignments Notifications Confirmations Reminders Escalations Approval & Review

Document Authoring& Reporting

Document Authoring External Reporting Discovery / Redaction Tagging Case Management Status

Reporting

Life Cycle Management Closure Discipline Prepare for Discovery Reference to Searchable

Knowledge Base Retention Policies FOIA ManagementManagement Reporting

& Operational Metrics

System Wide Features Manage large numbers and types of cases quickly and efficiently Record activities, identify case bottlenecks, manage resources Attach any type of document / artifact securely to case Add notes, comments, wiki-style collaboration Cross-case search & retrieval Real-time insights, follow ups and early corrective action Complex case life cycle management Audit trails, discovery, and redaction (when necessary)

InitiationManual System-

Generated

Case Product (Report) Production

• Different Case types may have different (and customizable) “product” (output, reports, etc.) requirements

• Web-based support for collaborative document authoring and report generation

• Repetitive tasks are automated to maximize team efficiency

• Content is managed, and watchdogs can be set for Case supervision

• Compliance rules automatically checked

• Document management and access controls are core functionality

• Import data, search results, external data and artifacts (any digital format) into the production process

• Secure reports in repository, and send electronically or print

• Alerts, follow up, and audit trails supported for electronic transmission



16


• Securely manage, store, and search ALL files, documents, case materials, media, and artifacts

– The Common Resilient Data Repository can store, manage and make searchable almost any type of digital information

– Simple process to get information into the repository in an orderly and secure way

• Comprehensive, Case-specific access controls

– Completely definable, secure, and dynamic

• Accessible anywhere, on any device (web, pad, phone)

– All HTML5 / WebGL

• Near unlimited scalability and built-in redundancy

– Automatic redundancy of all data (inc. Terabytes!)

• Very low-cost hardware and software footprint

– Commodity class hardware

– No Microsoft®, Oracle™, etc. license fees

– Web 2.0 technology base with large developer community


Search All Repository Data

18


• The Common Resilient Data Repository is a fast, efficient, and highly scalable store of information and knowledge

• Both structured (records, logs, forms) and unstructured (email, transcriptions, images, audio) information can be searched at the same time

• Data can be tagged, actioned, shared, and retired, as necessary

• Very fast, secure and controlled access within a Case or before a Case is created

• Access via web-pad, or other mobile device, anywhere subject to security protocols


AC

CESS C

ON

TRO

L LAYER

Scalable, Fast, Redundant Data Storage

• The Common Resilient Data Repository is a highly modified Apache Cassandra-based, distributed storage and retrieval system for managing structured (forms and records) and unstructured data (documents, email, transcriptions, images)

• Designed to scale to a very large size across many commodity servers, with no single point of failure.

• Data storage is secure and redundant with small footprint

• Reliability, at this scale, is an expensive challenge for prior generation database technologies

• In contrast, the Common Resilient Data Repository runs on top of an infrastructure of potentially dozens of nodes (possibly spread across different enterprise data centers)

• At this scale, small and large components can fail without impact; the repository manages its persistent state in the face of these possible failures ensuring reliability and scalability for stakeholders who rely on this service, at a low cost structure never before achieved

• Design goals met – scalability, high performance, high availability and applicability with a simple data model that supports dynamic control over data layout and format

19

▪ Data are distributed across the nodes in the cluster using consistent hashing based methods and on an order preserving hash function so that agency analysts can perform range scans over the data for analysis at some later point▪ Cluster membership is maintained via a “Gossip” style membership algorithm. Failures of nodes within the cluster are monitored using an accrual style failure detector▪ High availability is achieved using replication and the platform actively replicates data across data centers▪ The platform exhibits incremental scalability properties which can be achieved as easily as dropping nodes and having them automatically bootstrapped with data


Advanced Data Collection &Collaboration Platform

20

WorkwareOne pervasive functions:

Forms management and document authoring

Adaptive workflow and process management

Secure document storage and serialization

Search, association and retrieval

Reports and alerting

Case cost accounting and reporting

Legacy data integration

Lead to product deployment measured in weeksnot months… Improve and expand, as required

Accelerate time to deployment

Manage changing priorities

Increase productivity

Ensure software quality

Improve alignment of IT objectives

Reduce risk, reduce cost (dramatically lower IT expenditures)

21

Defineearliestdeployableapplication

Feed

bac

k, Im

pro

vem

ent,

Exp

ansi

on

or

Polic

y C

han

ge


Platform Tools Ensure Fast Deployment

WorkwareOne Workflow Highlights

WorkwareOne contains a comprehensive workflow engine that makes it easy to build extensible workflows

WorkwareOne offers a large number of options for associating processing logic in the data acquisition, analysis, and user interface subsystems

Workflows are dynamic and changeable when policies and procedures change

WorkwareOne adapts and evolves as the enterprise environment changes and develops—on-the-fly in real time

22

Reliable state transition management Task management – allows a user to see the tasks associated with several projects Audit logging Timers – to trigger escalation, notification, and other processing Dashboards and reports for monitoring active flows and for measuring effectiveness


WorkwareOne Analytics Foundation

Key design goal of WorkwareOne analytics is to sift actionable intelligence from an ever increasing flood of data and to prepare the data for subsequent efficient processing

Unstructured search is pervasive across the WorkwareOnecounterintelligence platform and application environment

Advanced link analysis needs to go beyond simple “from-to” connections with time and strength attributes (e.g. email and telephone traffic fit this model well)

With large datasets, link analysis needs to derive implied links to add to the existing explicit links; i.e. 100s of types of links between entities rather than the very few explicit links in the raw data. This is core to supporting CI investigations

Full-text search, collaborative filtering, and graph proximity are all matrix operations and the persistence model for WorkwareOne’s analytics is vectors (We store sets which can be turned into vectors when appropriate which also makes it easy to store sparse vectors)

WorkwareOne has the capacity for millions of set members and simultaneous write/read from nodes in a cluster, without locking, and using Apache Cassandra for set storage

Since WorkwareOne has sets, it therefore has indexing and does not need a relational database for other persistence aspects of the platform


WorkwareOne Platform BenefitsHighly Flexible

– Allows for ever-evolving requirements

– Agile platform & agile methods permit incremental requirements fulfillment (not necessarily all at once). Deliver early, deliver often

– Get quick operational deployments, evolve to meet new requirements

– Act fast and adjust, on-the-fly, as necessary

Highly Scalable

– Quickly add commodity class computing resources when needed (high performance, low cost)

– No downtime when expanding storage or processing capabilities

Highly Customizable

– Incrementally adapts, but fully functional for quick deployment on many diverse operational functions

Highly Distributed

– Capable of being distributed across locations, load balanced, redundant, and web-accessible

24

Secure, shared repositoryWorkflow and automation based on Use Case Dashboards and reportsWorkflow specific forms, processes, metrics, and reports

which can be incrementally added and extended, as required Collaboration to move work efficiently between users Audit logs and hash reports to provide detailed history Automated (“push”) reminders Cross-referencing of information Keyword search Instance specific access controls Searchable document repository Integration with other systems to avoid redundant data entry Automatic status and activity reporting Automated collection of information from other sources

WorkwareOne Core Capability


A Custom Solution at a COTS Price

• A complete package for managing the Case Management investigation, collaboration and workflow in the team

• Flexibility of a custom solution at a COTS price. Do more for less cost.

• Change as required, when requirements change (included in package), subject to defined limitations

• Extendable through a simple contract at pre-defined lower than market rates, or support for internal staff to make changes

• No charges for system maintenance and platform upgrades for 12 months from date of installation


Sample Hardware Footprint

26

• 5 X Low-cost, High performance Serverseach with:

– 16GB RAM

– 1TB disk

• Web Accessible

• WorkwareOne &Custom Application S/W

• Installation

• Updates & Support (12 months)

• Configuration options:

– Rack

– Desktop cluster

– Virtualized in DataCenter


Commercial-in-Confidence & Proprietary Information 27

✉ [email protected]: ☎ (888) 291-9015

✆ +1 (206) 905 4628 International

Mailing Address: 815 First Avenue, #375Seattle, WA 98104

Engineering Offices: 114 Alaskan Way South, 2nd FloorSeattle, WA 98104

Workware systems company presentation web aug 11

Technology

Transcript of Workware systems company presentation web aug 11