AIIM Info 2011 Increasing mobile worker productivity
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This session describes how education, healthcare and government organizations can implement a collaborative mobile ECM and Project management strategy for their workforce. Attend as we cover the benefits of using CMIS, mobile applications and devices, and best practices for a mobile ECM delivery strategy. • The value of writing content rich mobile CMIS applications that work against multiple ECM repositories. • How to build a strategy to enable increased mobile worker productivity by created task-oriented ECM and project management related activities delivered on mobile devices. • Mobile ECM best practices that utilize a variety of free and widely available software packages on the iPhone and iPad. • Examples of mobile content delivery and how it has saved local governments time and money.
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AIIM Info 2011 Increasing mobile worker productivity
- 1. Applied Excellence Increasing Worker Productivity with ECM & Collaborative PM on the iPad, iPhone & Android Phones Mike Mahon, CEO & President,mike@ziaconsulting.com Office: 303.443.4004 x203 Cell: 720.289.7424 Cengiz Satir, Manager CM Products & Strategy Cengiz_Satir@us.ibm.com IBM Enterprise Content Management
- 3. Connects to most ECM systems
- 4. Similar to SQL, easy transition
- 5. Proven out on IBM, Alfresco, OpenText, etc.
- 6. Use REST, SOAP for other Communication
- 8. Get a win!
- 9. Leverage Existing IT Assets and Skills
- 10. Use an ESB
- 12. Mobile Wins
- 13. Integration Wins
- 14. CMIS-based tools
- 15. Edit Tools
- 16. Technology to tie in your App to your ECM© Zia Consulting, 2011
- 17. Applied Excellence Does this really matter?
- 20. Workflows & business process
- 21. Content reuse / repurposing
- 22. Archival & records management
- 24. Content lifecycles & single sourcing
- 27. Work is knowledge intensive
- 28. Content is essential for decision making
- 30. Relies on smart people
- 31. Mobile social and content-centric apps (CMIS)
- 38. Office collaborationKEY: 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
- 39. Global business is becoming more social “Social content …. is the fastest-growing category of new content in the enterprise.” — Gartner Which Web Technologies Are Being Adopted By Your Company 64% Source: Information Week - The Growth Imperative, September, 2010 Solve problems in the workplace through experience-based advice; stay current and learn what my peers know. 55% 41.8% CAGR 2008-2013 Make better decisions based on insights from like-minded professionals.1 Source: IDC, August 2009 Sources: 1. Toolbox.com/PJA Social Media Index, August 2010. 2. Wikipedia, December 2010. http://en.wikipedia.org/wiki/List_of_countries_by_population
- 42. Better access to knowledge
- 43. Lower cost of doing business
- 44. Higher revenues1“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
- 45. Challenges of social business + enterprise content Social content has introduced new challenges around managing information Organizations: paralyzed by security and governance concerns Human resources: difficulty increasing worker effectiveness Product development: problems managing and repurposing unstructured content Marketing: challenged with locating subject matter experts
- 47. Enable the right business processes with real-time collaboration capabilities in context
- 48. Nurture adaptiveand participatory communities
- 50. Leverage the right knowledge and skills, quickly responding to market changes with relevant andaccurate information
- 51. Mitigate riskby proactively managing and governing information, and intuitively extending social and collaborative content to broader enterprise content services
- 52. Leverage and extend existing investments in web, email and related applications, providing high ROI
- 53. The results:
- 54. Lower costs
- 55. Better insights
- 59. By 2011, the world will be 10x more instrumented then it was in 2006. Internet connected devices will leap from 500M à 1 Trillion. 1,800 10x growth in 5 years 1,600 1,400 RFID, 1,200 Digital TV, Exabytes 1,000 MP3 players, Smart Phones/Devices, 800 Digital Cameras, VoIP, 600 Medical imaging, Laptops, smart meters, multi-player games, 400 Satellite images, GPS, ATMs, Scanners, Sensors, Digital radio, DLP theaters, Telematics , 200 Peer - to - peer, Email, Instant messaging, Videoconferencing, CAD/CAM, Toys, Industrial machines, Security systems, Appliances 0 2007 2008 2009 2005 2006 2011 2010 Approximately 70% of the digital universe is created by individuals, but enterprises are responsible for 85% of the security, privacy, reliability, and compliance.
- 61. Decouples Web services and content from the content management repository, enabling customers to manage content independently
- 63. Unlocks the full value of content
- 64. Reduces development time to integration applications with ECM Sources
- 66. Choose Your Projects Wisely! Contracts Management System: the official system that stores signed contracts & associated attachments Poor UI Meager search capability Manual load of metadata Slow Performance Memory Leaks Nightly Server Reboots 1 of 14 disconnected Doc Mgmt systems One security role Poor auditing & RM capability Little Staff Expertise; One consulting company © Zia Consulting, 2011
- 68. Exceeded results of all previous Document Management projects
- 69. 12 weeks:
- 70. No infrastructure established before project start
- 71. Staff learned:
- 72. New System
- 73. New Methodology
- 74. Real-time, automated, SOA interface with PeopleSoftDocument Mgmt Functionality Implemented in 4 months Status: © Zia Consulting, 2011
- 75. Applied Excellence How Do I Leverage Existing Assets? SOA and ESB! © Zia Consulting, 2011
- 76. Typical SOA Architecture Users: Formerly Apps and Portals, Mobile is new Trend Applied Excellence Define Business Process and expose via Service Leverage existing IT infrastructure, web sites, mainframes, data warehouses, etc. Image take from Zuzel.org © Zia Consulting, 2011
- 77. The How of an ESB! Applied Excellence Model, edit and design service Register and manage Services Manage, adminster & Debug services Image take from Intro to Oracle ESB © Zia Consulting, 2011
- 79. Support automated contract requests, drafting, council handoff, electronic signatures
- 88. Rules-Driven Task Assignment9 Month Project; Launched January 31st Status: © Zia Consulting, 2011
- 92. FTP Connection for Requisition, PO, Receipt & Contract/Financial Attachments
- 93. CMIS Interface to View Invoices & ContractsDocument Mgmt Functionality Implemented in 4 months Status: © Zia Consulting, 2011
- 94. How does it all Fit together?Contracting Automation Architecture PeopleSoft Financials ECM ESB Workflow Initiation Web Service Start Advanced Workflow (Manual) Requisition RFP Workflow Bootstrap Workflow Revenue Contracts 4 Workflows Scanned Paper Signatures Electronic Signatures Expenditure Contracts 5 Workflows Purchase Order © Zia Consulting, 2011
- 95. Applied Excellence Where does mobile come in? Enable managers to approve ERP, Budgets, Contracts while Out. © Zia Consulting, 2011
- 96. View All Active Workflows on iPad Applied Excellence Sort Active Workflow Restrict View Access to Workflows © Zia Consulting, 2011
- 97. View Budget Workflow on iPad Applied Excellence Workflow Summary and Information Assigned users in budget workflow © Zia Consulting, 2011
- 98. Edit Budget Workflow on iPad Applied Excellence Editing Fields on a workflow © Zia Consulting, 2011
- 99. Applied Excellence How do I expand mobile to save time and money? Creative Problem Solving and Use Standards © Zia Consulting, 2011
- 102. Provide the ability to pull up attachments within a case in CRM
- 104. CMIS Interface to Insert attachments into CRM, and then view them
- 105. Heavy orchestration between CRM and AlfrescoDenvergov.org Document Mgmt Functionality Implemented in weeks Status: © Zia Consulting, 2011
- 107. Work seamlessly with other 311 channels (call center and web)
- 109. Provide the ability to pull up attachments within a case in CRM
- 111. Use Enterprise Service Bus to orchestrate AND control behavior of App
- 112. Write iPhone app as “UI interpreter”, taking commands from ESBiPhone App Document Mgmt Functionality REUSED from previous project Status: © Zia Consulting, 2011
- 113. How do I leverage the existing 311 Web Home? Applied Excellence Submit request online Call via 311 in the City or External # outside © Zia Consulting, 2011
- 114. Applied Excellence Denver 311 Mobile iPhone Application: Mirror What 311 Online Web App Does
- 115. Mobile Case ManagementA real world example Applied Excellence © Zia Consulting, 2011
- 116. Mobile Case ManagementWhat does it do? Applied Excellence Creates work ticket in PeopleSoft Stores content in Alfresco Notifies stakeholders of ticket status changes Secure communication via Oracle Enterprise Service Bus (ESB) © Zia Consulting, 2011
- 117. Mobile Case ManagementA living example Applied Excellence List of case options (think workflow or tickets) Generated from ERP Each case type has different information required © Zia Consulting, 2011
- 118. Mobile Case ManagementNew Case and Status of Existing Applied Excellence "Report a Problem": Allows users to create a new case Area for system generated notifications © Zia Consulting, 2011
- 119. Mobile Case ManagementDifferent Case Options Applied Excellence Graffiti or Vandalism has 2 case types you can submit Animal & Pets has 8 case types © Zia Consulting, 2011
- 120. Mobile Case ManagementEnter Metadata and images Applied Excellence Enter required information for the selected case type © Zia Consulting, 2011
- 121. Mobile Case ManagementA living example Applied Excellence Add geo-location information © Zia Consulting, 2011
- 122. Mobile Case ManagementHow did it do it? Applied Excellence Leverage Web Services to Communicate with Mobile Device Secure communication via Oracle Enterprise Service Bus (ESB) CMIS is Communication Protocol between all existing systems © Zia Consulting, 2011
- 123. Applied Excellence What about CMIS? © Zia Consulting, 2011
- 124. Fresh Docs Connects to Any CMIS 1.0 ECM Applied Excellence 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 © Zia Consulting, 2011
- 125. Search Repository Applied Excellence Search “content” returns results © Zia Consulting, 2011
- 126. Edit Metadata Applied Excellence Changes will be stored directly in CMS Systems Access permissions are controlled from repository © Zia Consulting, 2011
- 127. Applied Excellence How do I use the apps on the iPad or other tables? © Zia Consulting, 2011
- 128. How do you edit using native apps on the iPad and save to the CMS? Applied Excellence © Zia Consulting, 2011
- 129. iAnnotate – iPad PDF Annotation Applied Excellence Comments on a PDF Highlighted Text © Zia Consulting, 2011
- 130. DocsToGo– iPad Office Doc Editing Applied Excellence Edit and Save Documents © Zia Consulting, 2011
- 131. KeyNote: iPad Presentation Software Applied Excellence Build and Present Distribute © Zia Consulting, 2011
- 132. Applied Excellence Questions & Answers Mike Mahon, CEO & President,mike@ziaconsulting.com Office: 303.443.4004 x203 Cell: 720.289.7424 CengizSatir, Manager CM Products & Strategy Cengiz_Satir@us.ibm.com Cell: 603.479.1190 IBM Enterprise Content Management
Editor's Notes
- On the left is PeopleSoft, where expenditure contracts begin (in Requisitions, a standard financials functionality). The blue arrows show the expenditure contract process. Through a custom web service that we wrote within Alfresco, a requisition kicks off a bootstrap workflow within Alfresco. This bootstrap workflow creates a task that is assigned to a pool of users depending on the business unit (e.g., Public Works, Human Services) the contract will be for (this is defined in the requisition). The user then has to pick which specific expenditure workflow is used (e.g., a Construction contract workflow vs. a Professional Services expenditure workflow). The user also has the option, if appropriate, to select an RFx (e.g., RFP, RFQ, etc.) workflow to go through a bidding process, before actually going through the contracting process. All expenditure contracts finish with an electronic signature process where the Attorney, Mayor, Clerk & Recorder, Finance Manager and Auditor approve the contract, and then a web service in PeopleSoft is called to complete the expenditure flow by creating a Purchase Order.The orange arrows show the process for revenue contracts. Revenue contracts (and other types like non-financial agreements) are started within Alfresco, using the standard "Start Advanced Workflow" document menu selection. Users have a choice of 4 workflows, plus the RFP process. The revenue contracts can go through the electronic signature process OR a paper signature process, but I only showed the path through the paper process for simplicity. Revenue contracts don't go back to PeopleSoft (because they didn't start there).