This presentation describes expertise of Formative software Solutions in the areas of Enterprise Content Management using IBM Filenet and IBM Datacap

1. IBM ECM Capabilities
Formative Software Solutions Private Limited - Nov 2017

2. Contents
 Formative Software Solutions – Overview
 Few Firsts
 IBM Enterprise Content Management Product experience
 IBM ECM based Solutions andTools
 Customers and Case studies

3. Company Overview

4. Company Overview
Background
 Incorporated in 2009
 Headquartered in Chennai,India with
branch office in Mumbai
 IBM Advanced Business Partner
Solutions
 Enterprise content management
 Portal Solutions
 Business Process Management (BPM)
 Messaging and Collaboration solutions
Services
 Technology Consulting
 Custom application development
 Application management and support
 Solution implementation
 Training
IBM ECM Expertise
 CoreTeam – people with 15+ years of
experience
 Overall experience over 200 man years
 Team comprises of managers, architects,
infrastructure , marketing and sales

5. Few Firsts

6. Few Firsts
One of the few partners to have done end-end SAP integration with
FileNet. Refer https://www-01.ibm.com/software/info/channel-solution-
profiles/Formative_Integrated_Invoice_Processing_SAP.html
 First IBM Content Navigator and ‘External Data Services implementation in
India for CARE Ratings
- ’

7. IBM ECM Suite experience

8. Key Highlights
18 implementations over last seven years for different verticals including -
Financial, Manufacturing, Reality and Government customers
 Geographical spread of Customers – India (10 customers) , UAE (1
customer) , Oman (1 customer) , United States (3 customers) , United
Kingdom (1 customer)
Integration of FileNet & Datacap with core systems like SAP ERP, Custom
.NET ERP, Lawson ERP- ’

9. IBM FileNet Product suite Experience
 IBM Content Navigator
 2.01, 2.02 & 3.0 | External data services with
SAP, custom ERP, Custom database and Lawson
| Plugin development using DOJO | Custom
Step Processor development using DOJO |
DOJO reports
 IBM Case Manager
 Solution development in 5.2 and Custom
application integration
 IBM Records Manager
 Workflow integration | Custom Records
manager navigator plugins | EDS integrated with
RM APIs | Custom code for auto declaration
 Workflow Development
 Custom Step Processor on IBM Content
Navigator integrated with External Data
services | Component manager based dynamic
workflow
 IBM Datacap
 Custom Dot Edit panel that integrates with
SAP , custom database | EDS Plugin for Datacap
| Custom actions to extend Datacap
 IBM Forms / E-Forms
 IBM Forms development withWeb services
integration | E-Forms development for 1
workflow
 IBM Content Collector
 4 implementations of ICC for SAP

10. IBM Datacap Product suite
 IBM Datacap 8.0, 9.0 & 9.1
 8 Implementations
 Customization of panels using C# - 4 customers
 Datacap based solutions
 EDS integration with Datacap Dot edit panel
 EDS integration with Datacap navigator plugin
 Integration of PDF comparison tool with Datacap

11. Tools and Solutions

12. IBM ECM based tools – Content Acquisition Tools
Acquisition
Datacap Based
Solutions
Integrated
metadata
management
ICN Datacap
enablement
Non Datacap
Custom Scanner
Tool
Electronic
Document
Acquisition
Bulk Upload
Excel based
Structure based
Desktop
integrated
FileNet Offline
- Sync tool

13. IBM ECM based tools – Document Approval and handling solutions
Document Handling Solutions
Email Reminders
Document Generation
Auto folder creation based on excel
configuration
Excel configurable External data services
Configurable SAP integrated External data
services
Document Approval Solutions
Email Approval
E-Signature

14. IBM ECM based solutions - Overview
 SAP integrated automated invoice processing
 Datacap, IBM FileNet ,Workplace XT based invoice processing solution
 Refer to http://www-01.ibm.com/software/info/channel-solution-
profiles/Formative_Integrated_Invoice_Processing_SAP.html
 Procure to Pay
 FileNet case foundation for workflow and content
 Custom application for managing user interaction
 Legal case management
 FileNet case foundation
 SAP integrated EDS on IBM Content navigator for user interface
 SAP integrated document acquisition
 EDS integrated ubiquitous document acquisition
Navigator, Datacap , desktop tool and bulk upload

15. Reference materials
 Desktop integrated bulk upload tool -
https://drive.google.com/file/d/0B70f95oFcxOoNUFpN0hNd3FtQ3M/view
 Filenet Offline solution -
https://docs.google.com/file/d/0B0e2clwsA6OQM1o1NDFGOWdNUk0/edit?p
li=1

16. Customers and Case studies

17. Our IBM ECM Suite Customers

18. Few of our case studies – Case Foundation
Customer Solution Product Benefits
Large Capsule Manufacturer SAP integrated Accounts payable IBM FileNet Case FoundationV 5.0
Datacap
Able to integrate 7 companies in
SAP
Productivity benefits up to 50%
One of the largest manufacturers
of automotive graphics
SAP integrated Accounts payable IBM FileNet Case FoundationV 5.0
Datacap
Document integration with SAP .
Helps in audit purposes
Large Europe based RailTransport
system manufacturer
Non Confirmation Items Report
Approval process integrated with
Lawson ERP running on IBM OS2
IBM FileNet Case Foundation 5.2
IBM Content Navigator
Able to monitor process and act
quickly.
Complete visibility of the
processes.
Productivity improvement
Related document search and
retrieval
Large Europe based RailTransport
system manufacturer
SGRNTracking System IBM FileNet Case Foundation 5.1
Workplace
Able to monitor process and act
quickly.
Complete visibility of the
processes.
Productivity improvement
Related document search and
retrieval

19. Few of our case studies – Case Foundation - Continued
Customer Solution Product Benefits
Mumbai based large real
estate re-developer
Legal process management IBM FileNet Case
Foundation 5.2
IBM Content Navigator
Legal cases management..
Reminders based on status
and hearing date
Retrieve documents
Mumbai based large real
estate re-developer
Sales Process automation IBM FileNet Case
Foundation 5.2
IBM Content Navigator
Able to report sales
volumes, in-progress items
and total
Large wind energy
manufacturer
SAP integrated Pricing
sheet review process and
linking with PO creation
process
IBM FileNet Case
Foundation 5.2
IBM Content Navigator
Entire Procurement
process automation.
Paperless processes
Large PSU chemical and
fertilizer manufacturing
SAP integrated Contract
Management solution
IBM FileNet Case
Foundation 5.2
IBM Content Navigator
Implemented complex
approval processes.
Reduced total time taken

20. Few of our case studies – Content Foundation
Customer Solution Product Benefits
Mumbai based large real
estate re-developer
SAP integrated document
management for 10
departments
IBM FileNet Case
Foundation 5.2
IBM Content Navigator
Enterprise document
management
Large wind energy
manufacturer
Document management
system for 8 departments
IBM FileNet Case
Foundation 5.2
IBM Content Navigator
Enterprise document
management
Large Financial Rating
organization
Core system integrated
Document management
IBM FileNet Case
Foundation 5.2
IBM Content Navigator
Able to add / view
documents from their core
system used for ratings.
Auditing and reporting
purposes
Compliance and document
availability checks

21. Few of our case studies – Datacap
Customer Solution Product Benefits
Large insurance software
systems provider
Datacap services exposed as
REST to perform the operation
with PDF conversion
 IBM Datacap 9.0
 FileNet 5.2
Easy integration with other
components of the system
One of prominent builders in
Mumbai ,India
 Automated capture of signed
version of generated
documents based on
document number captured
using OCR technology
 Exported to FileNet as next
version of the original
document
 IBM Datacap 8.1
 FileNet 5.2
•Able to digitize all signed
documents without any manual
work
•Time and cost savings
One of India's leading diversified
financial services conglomerates
 Datacap based document
capture
 Integrated with DB2 database
for metadata drop downs
 Integrated with third party
solution for PDF compare
 IBM Datacap 8.1
 FileNet 5.1
•Digitization of various types of
customer related documents
•Ability to store both unsigned
and signed versions of
documents for audit purposes
•Comparison of signed and
unsigned to find potential
changes in documents
•Fool proof method to compare
signed and unsigned documents

22. THANK YOU