Barbara Lemke's presentation on Alfresco Workdesk from Stockholm Meetup in May 2013

1. Barbara Lemke
Solutions Engineer
Alfresco Business Solutions
Alfresco Stockholm Meetup
Workdesk

2. The open platform for
business-critical content
management and
collaboration.

3. The open platform for
business-critical content
management and
collaboration.

4. Alfresco Workdesk streamlines
business-critical
document processes
"
loan origination
insurance claims
customer invoices
legal contracts
government records

5. Document Management in their
global M&A-business on Alfresco
for 150 users – further rollout
planned to 1.000 users
1. Largest German savings bank w/
5000+ users
2. 100 different business processes
in a private cloud environment for
20+ savings banks
(Swiss accident insurance) :
Processing of incoming mail
(insurance claims) for 2.500 users
Deal management application in
global investment banking – 3.000
users in 50+ countries
Migration of mission critical legacy
ECM system to Alfresco – 800 users
WW #1 High Tech

6. What makes Workdesk different?
1. Management of BUSINESS-roles
• vs. just access control in Share
2. VIRTUAL FOLDERS and views
• Context: users see just what they need to work on,
when they need to work on it (content & actions)
3. CONFIGURATION instead of coding
• Configure Workdesk to your business requirements

7. Adaptable business applications

8. On the device of choice
Alfresco Workdesk
• With any web browser
• Focus on usability (508
compliance)
Alfresco Office Workdesk
• From the desktop within client
applications
• MS Word, Adobe Acrobat, etc.
Alfresco Mobile Workdesk
• With iOS devices

9. On the ECM system of choice

10. Alfresco Workdesk delivers more value
much faster than ever before
the cost
the time
• Avoid heavy customizations of Share
• Reduce implementation costs
• Lower project risks
• Get a better project done faster

11. Alfresco Workdesk
BPM
HR
AccessRights
BusinessRoles
eFileModule(HR)
Custo-
mers
Claims
R2
Business
View & Need
Business
Users
eFileModule(Claims)eFileModule(Customers)BPMModuleDifferentModuleInstances
From Technical to Business View
Technical
View

12. Transactional Content Applications
• Financial services
• Insurance
• Public sector
Case Management
• Incorporate Activiti as needed
• Virtual folders
• Business-roles based
Federated scenarios with legacy repositories
• Smooth migration from legacy repositories
Alfresco Workdesk

13. Legacy
ECM Repository
Legacy
Business Application
Smooth Migration:
Old Client/Server to Web/Cloud
Data Migration
- Phased over months
- To Cloud or On Premise

14. Business-role management
Web-UI with cutting-edge usability
• Accessibility (Section 508 compliant)
• Zero installation
• Drag and Drop
Productivity enhancing features
• E-Mail integration
• Bulk operations
• Mass operations
• In-line editing of meta data
Add-Ons
• Direct editing of MS Office and pdf
• Thumbnail generation
• Advanced Viewing
Alfresco Workdesk

15. Alfresco Office Workdesk
• Direct access to content
and meta data
• No other UI needed
• No client installation
• Support of various
combinations of
applications and
Windows OS
The Power of Workdesk for Desktop Applications

16. Alfresco Mobile Workdesk
Dedicated App for iOS
devices
Business role concept
• App looks and behaves
differently for different
user groups
• Concentration on relevant
information
• No need for different
apps

17. Existing Mobile ECM Apps –
One Size fits all Approach
Repository
Business
Users

18. HR
Customers
Claims
MobileWorkdesk
Server
Personalization
BusinessRoles
Mobile Workdesk – Custom
flavors of just one app
Repository
Business
Users

19. Test Mobile Workdesk!
Get the App from
Apple App Store
• Pre wired to demo
server
• Ready to test
http://bit.ly/get_amwd

20. Difference to Alfresco Share and Mobile
Workdesk, Office Workdesk,
Mobile Workdesk
Alfresco Share, Alfresco Mobile
Description
Suite of applications for the creation of
business critical content centric applications
(using several different ECM repositories)
General purpose clients for Alfresco
Main concept
Applications for different user groups are
created by a combination of configuration and
business roles. Development framework for
customer specific enhancements.
Different user groups can access content (and
simple processes) organized in "sites". Users
have different access rights grouped in roles.
Main purpose
Business Applications, Transactional Content
management, eFile-management, Case
Management
Collaboration, Document Management
Main Benefit
Fast realization of customer specific business
application with no or little coding.
Fast realization of collaboration sites with pre-
defined document model and user roles.
Examples
Customer folders, human resources
application, claims management, contract
management, invoice verification, custom
applications
Creation of marketing material, collecting
information, project documentation, temporary
document storage

21. „… decided for Alfresco
Workdesk because this solution
convinced technical as well as
functional. Alfresco Workdesk is
highly scalable and flexible.”
„ Alfresco Workdesk is a
solution that meets the demands
of our users and an application
platform that contributes to raising
our employee’s productivity and
also provides the optimal support
of our business processes.“
„Using Alfresco Workdesk cuts the
time required to support a project to
approximately one third. As the
current process now includes
preparing documents for long term
storage and records management,
the full savings impact is even
greater.“
“… we can not only
guarantee highest quality but also
achieve shorter mail delivery and
processing times leading to a
significant increase in
productivity, customer
satisfaction, and over all lower
processing costs.“
US power plant

22. What is your
business-critical
content challenge?
alfresco.com