Every case management application is different, just like every organization that routes a case through a particular process has different requirements. Routing a mortgage application in a financial services company is very different from routing an insurance claim or routing product proposals in a highly regulated environment. With the Nuxeo Platform, you can build the case management application that adapts to your business context in a fraction of the time it would take to develop a solution on your own. You can get a working prototype running in days or weeks, by using Nuxeo Studio to define your business content models, permission sets, and workflows.

1. Content Management Platform
For Business Applications/
Brendan Coveney
Thibaud Arguillere
Case Management with
the Nuxeo Platform
Wednesday, September 11, 13

2. What is Case Management?
2
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3. What is a Case?
3
Information that aids the
resolution of an issue
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4. Where do cases come from?
• Physical Documents
• Emails
• Data Entry
• Other Systems
• Twitter and other social collaboration networks
• Other
4
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5. What is Case Management?
5
A “case” is any project, transaction, service or response that is
“opened” and “closed” over a period of time to achieve
resolution of a problem, claim, request, proposal, development or
other complex activity. It is likely to involve multiple persons
inside and outside of the organization, with varying relationships
to each other, as well as multiple documents and messages.
http://www.aiim.org/What-is-Case-Management
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6. What is Case Management?
6
Creating, ingesting, routing,
collaborating on, maintaining and
managing cases and their
associated processes
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7. What is Case Management?
7
Getting the right information to the right
people at the right time so they can
make the right decisions
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8. How does Nuxeo help?
8
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9. Nuxeo, the Company
9
Nuxeo supports customers in creating,
building, maintaining, deploying and
operating business applications
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10. A Case Management Platform
10
Case storage
Relations
Versions
Templates
Indexing
Search
Web UI
Mobile UI
Forms
Widgets
Gadgets
Workflow
Lifecycle
Retention
Security
Authentication
Audit
Comments
Annotations
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11. The Nuxeo Platform Approach
Nuxeo Platform
100% Open Source Content Management Platform
Content Application Platform
A packaged development framework for building
content-centric applications
YOUR CONTENT-CENTRIC APPLICATION
Document Management
Manage structured and unstructured content and
document repositories
Case Management
Manage document-based business processes
(ex: claims and invoices processing)
Digital Asset Management
Manage and publish collections of digital assets
including images, audio, and video
Nuxeo Connect Subscription
Services for Dev & Ops
Maintenance
Hot Fixes and Service Packs,
automated maintenance tools
Tech Support
Different Service Level Agreements
scaled for project criticality
Nuxeo IDE
IDE integrating with Studio to
extend the Platform
Nuxeo Studio
Online Customization and Configuration
Toolset
Nuxeo Marketplace
Online marketplace for plugins,
solutions and templates for the Platform
Develop, Build, Extend, Configure, Package
Social Collaboration
Collaborate and share with your teams
and communities in a social environment
TrainingServices+ProfessionalServices
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12. The Nuxeo Platform Approach
12
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13. Demo
13
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14. Nuxeo Case Management
14
• Flexible Case Creation
• Ingestion
• Routing
• Queues
• Events, Alerts and Escalations
• Auditing and Reporting
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15. What is Case Management?
15
Getting the right information to the right
people at the right time so they can
make the right decisions
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16. Nuxeo Studio
A Platform for Content Applications
16
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17. Key Features
• Case Definition
• Content Views & Form
Design
• Case Routing
• Content Automation,
Content Transformation
• Tab Configuration
• Search form design and
composition
• Vocabulary Management
(for controlled list of
choices)
• Application Branding
• Email Templating
• User and Groups
configuration
• Widget Configuration
17
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18. 18
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19. Benefits
• Develop Faster: start fast, reuse
• Focus on your model and business logic, not on
plumbing
• Deploy & Update Easily on your various platforms
thanks to the Update Center & Nuxeo Marketplace
• Protect your investment: Forward Compatibility
Guaranteed! No more upgrades that break your
customization work
19
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20. APIs
• Native REST API for CRUD functions in the repository
• All Cases can be read/updated using a JSON representation (making it easy to
consume from any language, including browser-based JS)
• Object representation customized using Adapters
• Content Automation: high-level API to define business logic by
assembling Operations
• An Operation is a unit of business logic doing some work (fetch document,
change property, snapshot, move, etc.)
• Operations can be contributed by plugins (in addition to the 150+ built-in)
• Operations are grouped into Automation Chains for creating complex logic
• Content Automation operations and chains are offered as part of the
REST API, forming an extensible API to the platform
• Any feature of the UI is available through the REST API
20
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21. What is Case Management?
21
Getting the right information to the right
people at the right time so they can
make the right decisions
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22. Questions?
22
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23. What’s Next?
23
Upcoming Webinars
• Building Applications with
the Nuxeo Platform for a
Real Estate Group - with
customer Vilogia
• Tuesday, Sept 17
• Using Vaadin to Integrate
Nuxeo and Liferay - with
partner Océane Consulting
• Tuesday, Sept 24
www.nuxeo.com/webinars
NUXEOWORLD.COM/
REGISTER
Wednesday, September 11, 13

24. Thank You!
24
Brendan Coveney - GM, Americas and APAC
Phone: (+1) 408-506-8630
e-mail: bcoveney@nuxeo.com
Follow me: @bcoveney
Thibaud Arguillere - Sales Engineer
e-mail: targuillere@nuxeo.com
Follow me: @ThibArg
Wednesday, September 11, 13