Integrating with Alfresco Liferay provides the ability to fully integrate with Alfresco to take care of Users, Communities and Permissions synchronization so that Users can see Alfresco as a Liferay CMS and use it through Liferay portlets. These portlets include Alfresco Client and Alfresco Content. Important Alfresco is the leading open source for enterprise content.
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Welcome – thank you 30 min webinars – specific topic – fit or not Today – look at one of fastest growing business suites – obviously a bit different – ERP, CRM – combination of some legacy technologies, and now into the cloud Look at the specific interaction between Dynamics and the documents involved – how do you create contracts, how do you share them and approve – internally and externally – how do you store them as records – and how do you find them Absolutely not suggesting replacement – about how you manage documents associated With Our IP as Zia – understanding how to apply modern, really next-generation technologies to your business process – about delivering true business solutions – advanced BPM, Records Management – and even tools like intelligent capture, email integration So let’s get started
Last slide – is this fit – well here it is on one slide Any Dynamics use cases – wide range, contacts to invoices – as said, both ERP & CRM – talk a bit about both – but demo on CRM side today Word docs, spreadsheets – even images & videos Sales, marketing, corporate legal, corporate finance/accounting Why? What are we hearing – cost and time to manage documents , very manual + concerns over compliance & archiving + employee satisfaction (two screens) / applicant satisfaction / customer satisfaction / vendor satisfaction – How – integration between Dynamics & Alfresco – with Activiti BPM managing entire process Where – Insurance, Banks, Technology Healthcare including growing list of some of worlds largest companies
Like to have a bit of fun with this one - So what do we mean here – Invested in core business applications – in this case Dynamics – perhaps cost as much as a few of these cars How much time spent on contracts or invoice automation - how manage paper, workflow, access to documents, storing of records, - and yet often these are areas where substantial cost savings can occur We’ll talk about what those savings can look like About day-to-day business processes of your sales or marketing or service organization
Costly – Do you know how much money is spent in your organization managing the paper & processes around contracts approvals or customer service cases Complex – Using Dynamics – sort out internal / external collaboration – and dealing w/ paper, faxes, email Slow – Modern consumer – want instant access, instant answers – where’s my contract / invoice Manually entering data – perhaps from one screen to the next Error Prone What happens w/ manual entry – errors
We see over & over with automation solutions like these – and obviously different w/ invoice vs. contracts vs. case management automation – but generally we see Over 50% increase, less than 9 months ROI, significant reduction in processing time With Dynamics integration – what are we talking about - Faster time to revenue (w/ automation of sales contacts), increased customer or vendor or employee satisfaction Collaboration – internal & external, always secure what if you could effectively & efficiently actually achieve compliance / rm
Truly integrated – could work in Dynamics exclusively or Alfresco exclusively – our EasyECM approach And had integration with tools like Outlook seemlessly And Single system of record, with access for all What is ultimately the value of letting people use the tools they know, and work with every day – enhances productivity and adoption of systems and processes Again – profitibility, enterprise governance
Simplify business process – workflow tool that was flexible to match your business processes Take very manual, complex paper-based approval and signature process and rationalize/automate Task-based, role-based approvals of contracts or campaigns or invoices
And if process of Records Management was automated All content from dynamics was archived properly, in a enterprise class RM system With automatic application of retention & disposition schedules With appropriate access from both dynamics or Alfresco directly We’ll show you in the demo today
So what does this solution look like No surprise – dyanmics business application – Alfresco Content Hub - ECM “single system of record” Activiti for BPM And again leveraging tools like Outlook Integration And finally – one part we haven’t discussed – virtually all automation solutions – leverage intelligent capture, embedded into solution itself – automatically classify documents w/in contracts/case process or extract/validate invoices
We can’t automate, our invoices aren’t standardized – they arrive as Paper, Fax, Email, Upload, EDI. All of our invoices are so different, we don’t have any single large vendor or small group of vendors Our business rules are too complex to automate – with approvals, exception processes, etc… Workflow – including email routing, approvals, tasks Microsoft Dynamics AX Ereplacement parts – less that 3 month, hundreds of hours of employee time, 90%+ accuracy
Again – stay w/in dynamics – whether working on sales contract, partner/vendor agreement But get benefits of Alfresco ECM – version control, access control – also enterprise search With automated metadata capture External Collaboration – perhaps with outside legal counsel or maybe customer themselves What if could be automatically secured, discuss in a couple of slides
Case or Campaign Management Again – dynamics a bit different than what discussed w/ salesforce – strong push around customer service/support, or even marketing campaigns management Across range of sectors – tech/ecommerce, but also insurance/banking, manufacturing of different types, and even healthcare Same story – work in dynamics – sync back – interal/external collab
What does this give us – not to belabor the point – but allows work in dyanmics, with an enterprise system of record – address key concerns around governance – how & what to retain, how & when to delete or store Directly, automatically archive out of dynamics But still provide access as needed and appropriate within dynamics What really wanna cover on this slide - Alfresco RM – designed for enterprise class & scale – meets and exceeds DoD5015.02 certification Important here – open platform allows us to automate creation of file plan with retention & disposition schedule including for example move to long-term (aka cheaper) storage
We Can Protect Your Content Anywhere… Without Changing User Behavior! Automated As said – existing tools But even protect Copy & Paste, Print Screen And equally critical – monitoring & reporting
Synchronization – publish, archive, and synchronize content across multiple repositories or systems Integration – access & manage content from one or more repositories or systems - the ability to create a new document, search, email a document, view the metadata, etc. Search and find cases and related documents across one or many repositories Drag and drop to move or import documents to external repositories Preview documents in hover view Migration – as appropriate – and used often, ActiveMigrate webinar next month Single platform – also access content legacy ECM’s or even SharePoint
Show you a case management demo – focus today on the “sync” features – add a document (image) in dynamics, sync to Alfresco, then add a document to Alfresco – show you via outlook email integration as bonus feature – sync to MS dynamics – and then lastly, show how an “event” or action in Dynamics – closing a case – can trigger RM in Alfresco
Our History / Our Focus We do content – not just any content, but critical. With a focus on process-intensive content Take our skills and build repeatable solutions on open platforms To again help you control your chaos and automate your manual/paper-centric processes And as said at the outset – really about addressing what happens in your business every day
Previous in series – probably not Next ones – mentioned throughout
I have a website that uses Amazon Web Services(AWS) infrastructure. I wrote the entire back end code in java myself and have a front end as well. I have been advised to use Alfresco as public cloud backend to reduce development effort and quickly go to market. The web app is in java and uses struts with jQuery and javascript as front end components. I have the following questions:
Alfresco has a war file by itself. I'm kinda newbie to these things but how do i run two wars and connect the front end to Alfresco in the Tomcat server? Is that possible between, virtually, the two apps?
If i can separate the front end cleanly from backend of my existing app, how do i integrate it with Alfresco? Does the parameters for each of the struts Actions execute method sufficient for getting access to Alfresco or do i have to do something else? I know about CMIS and REST api calls but dont know which to choose. Does it work in an environment where there are two war files(Alfresco and my front end) running as two apps in Tomcat?
I use the website for storing documents. Do i have to keep my existing metadata table for documents or does Alfresco provide one such option without bandwidth and call overhead in AWS?
Is Alfresco SDK for community or enterprise edition same as Cloud API one?
I need to integrate my own front end to Alfresco because it has unique capabilities not found in Alfresco. Using scripting capability in Alfresco is not an option for me. I prefer asking these questions on Stack Overflow because i think i can get better answers than in Alfresco forums. I appreciate your thoughts.
I have been advised to use Alfresco as public cloud backend
I'm not sure whether you mean that you want to use Alfresco in the Cloud or whether you want to deploy Alfresco as a part of a cloud based service that you are providing yourself.
Alfresco in the Cloud provides a developer API that you should find useful for building content driven applications upon.
Alternatively if you want to deploy your own Alfresco repository instances you'll find a rich set of services and APIs for building your own applications there as well. There are many books and tutorials on this subject as well as active forums.
If you want to manage content + metadata then Alfresco is a good choice for this - it is written specifically for managing content and metadata. You could reproduce some of this functionality yourself but Alfresco has a sophisticated type system, handles large files and has spent a lot of time sorting out the sort of problems you would encounter when developing these apps.
Addressing your numbered questions specifically...
alfresco.war is the repository application. If you are running your own front-end application from a separate war file then it can still communicate to the Alfresco repository via REST APIs and CMIS.
Please clarify you question regarding Struts actions. Regarding CMIS and REST, see answer to (1).
You would be advised to store metadata either in Alfresco or in your own storage mechanism - I don't think there would be much point in running Alfresco if you don't use its own metadata mechanism.
Alfresco SDK is for building against your own deployed instances of Alfresco, whereas the Cloud API is for building applications against the Alfresco in the Cloud 'software as a service' model.
pogulpogul
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