Amplexor Seminar - EMC Documentum - KBC case by Jan De Greef and Gino Vicari

1. Gino Vicari - KBC
Jan De Greef - Amplexor
eLegacy

2.  30/04/2014  2 
eLegacy Services
Trust
Life-rent
Legacy
Heritage

3.  Paperless office
 No more fixed office desks
 Improve efficiency
 Faster access to information
 Quicker response time
 Faster throughput
 Less FTEs
 30/04/2014  3 
Business Case

4.  Build vs Apple approach (50% fit) vs xCP
 Typical case management
 RAD tool / building blocks
 Fast POC / demo
 Thumbnail previews
 Low evolutionary maintenance cost
 Good support by presales EMC
 30/04/2014  4 
Why xCP 2.0 ?

5.  30/04/2014  5 
eLegacy Overview
EMC² Documentum
xCP2.0
application
Scanning & Fax
KOFAX
Mail application
Lotus Notes
Manual
Upload & editing
Mainframe
Dossier creation & update

6.  30/04/2014  6 
Demo
 Send mail to monitored mailbox with “smart reference” and
attachments
 Treat incoming mail from task list
 Create new document / reply with use of template
 Search case files (dossier) & View case files
 Create new case file
 Search documents and Browse through folder structure
 Manage application: specific role manages choice lists,
templates, …

7.  30/04/2014  7 
Demo

8.  30/04/2014  8 
Demo Summary
 Integrations with scanning, fax, e-mail, mainframe
 Automatic document dispatching based on “smart
reference” (CIS)
 Document and dossier centric application
 Role based user interface
 Managing (interdependent) choice lists by application
managers
 Dossier- and document searching / filtering including facets
 Dossier- and document creation
 Relations between documents and / or dossiers

9.  30/04/2014  9 
Lessons Learned
 Requirement analysis still paramount
 Workshops and POCs very valuable
 Beware of iterrative approach
=> stimulates business creativity
 Documentum expertise required
for server setup
 Heavy refactor => minimal effort
 Very productive after initial learning
period
 0% code is not just sales talk

10.  30/04/2014  10 
xCP2.1: Improvements
 Type adoption: import existing types
 Type fragments: use of common properties and behaviour
 Page fragments: reuse parts of pages
 Alerts and alert queries: uses historical data (BAM)
 UI events: indirect communication between pages
 Session parameters
 Custom action flows: create your own wizzard
 Process debugging and Process versioning
 Preview mode: verify your changes locally before deploying
 Drag&Drop and seamless editing
 xCP Rest services: integration with mobile apps, …

11.  30/04/2014  11 
Questions