The document discusses a case management solution built by Armedia using Alfresco for FederalConference.com to manage their Army Strong Bonds events. It provides an overview of Alfresco and Armedia, the business needs of FederalConference.com including efficiency and visibility, and the high-level design of the solution including an Alfresco-based case management system, bulk event ingestion from Excel, and custom workflows. It then demonstrates the solution and discusses the technology components used to build it.

1. Armedia Case Management with
Alfresco ECM
October 9, 2012
Melissa Meinert, Alfresco Channel Marketing Coordinator
James Bailey, Armedia President
Balaji Rajamani, Armedia Senior Project Manager

2. Agenda
• Alfresco Overview
• Armedia Overview
• Armedia Case Management
• Solution Demo
• Q&A

3. What is Alfresco?
Alfresco is the cloud connected content platform
that allows you to work anywhere, on any device,
with the apps of your choice
business critical content platform
in the cloud, on-premise or both
tablet & mobile workplace
in the cloud, on-premise or both
open standard API for content apps
in the cloud, on-premise or both
in the cloud on-premise or both
multi-tenant SaaS full ECM platform enterprise cloud sync

4. …the largest open
Alfresco Success source content
management
2,300 enterprises company in the
customers in 75 countries
world.
6.6 million users
70% of which are paid
3.3 billion files
being managed globally
active community
thousands of developers, 300+ partners
revenue by quarter since founding

5. Enterprise Customers
70% With over 10,000
employees
scale & service to meet the demands of
some of the largest companies in the
world
Customers in 75 countries
a truly global company, with 24x7 support
capability around the world
Commercial, government, NGO
& education
a healthy mix of customers &
requirements, across industries
90% Renewal rate
our subscription model creates an
accountable relationship with our
customers

6. Alfresco Platform
Alfresco Enterprise
A robust, modern ECM platform
focused on scalability & usability
Consumer like UI
drag-and-drop HTML5 & integrations with content
tools
Alfresco Cloud
B2B collaboration
document management & collaboration feature set
Quick evolution
fast release cycle for new features
Surpassing popular cloud services
metadata, folder rules, workflow, support for
WebDAV
Alfresco Mobile
Secure access to Alfresco
Browse sites, folders & files

7. Armedia Case Management with
Alfresco ECM:
FederalConference.com Case Study
>>James Bailey, Balaji Rajamani from Armedia
>>October 9, 2012

8. Contents
• Introduction
– About Armedia
– About FederalConference.com
– About Army Strong Bonds
• Armedia Case Management with Alfresco
• FederalConference.com Case Study
– Business Drivers
– High Level Concept
– Solution Design
– Solution Demo
• Questions
• Technology Stack

9. About Armedia
Enterprise Content Management, Case & Records Management
• Design and Implementation of Enterprise Content / Case / Record Management solutions leveraging
Alfresco, EMC Documentum, IBM FileNet and Microsoft SharePoint.
• Certified content management professionals
• Partnership with major ECM vendors including Alfresco, Documentum, FileNet and SharePoint
• Also staff experience with Oracle UCM/Stellent and OpenText..
Implementation and Advisory Services
• Case Management
• Portal architecture, design and implementation services
• Document Scanning, Indexing and Hosting
• Business Process Reengineering
• Business Intelligence and Information Access / Search
• Program Management Office
• Custom web applications (.NET and JEE)
CMMI Level 3 appraised
• Standardize Delivery Methodology
• Agile and Test Driven Development Principles
8(a)/SDB thru 2014, Veteran owned, and LDBE thru 2014

10. Armedia provides services end to end or point solutions in support of your Electronic
Document/Case Management/Records Management program…
Intermediate
Capture Document Control Collaboration Deliver
Processing
Caliente OCR Document Document Review Delivery
File Server Zonal OCR Management Document Approval Web Content
Database Language Records Content Sharing PDF / Print
Scan Translation Management Wiki User Interface Design
Kofax Web Services Case Management Blog Search
Captiva Entity Relationship Web Content Social Networking Fast
(InputAccel) Processing Management Calendaring Lucene
Email Auto Redaction Autonomy
Web Crawl Categorization Analytics and Reporting
Business Objects
Cognos
i2 Analyst Notebook
Palantir
Workflow / Business Process Management
Security: Access Control, Authorization, Audit Trails, E-Signatures
Program Management: Governance, Business Process Re-Engineering, Enterprise
Architecture, Project Management, Regulatory Compliance, Virtualization
Operations: Performance Management, Production Support, Information Lifecycle Management
(including- data management, archiving)

11. Customers

12. About ACM
• Case Management Framework
– Manage Case
– Manage Case Participants
– Manage Task
– Manage Documents/Records
– Workflow
– Search / Reporting
– Security / Audit
• Seamless User Experience
(developed with user in mind)
– Intuitive
– Progressive Disclosure
• Mobile friendly

13. Features – Case Management
• Ability to create draft cases
• Advanced filtering
• Quick views

14. Features – Task Management
• Formal activities within a case (e.g. interviews)
• Assign and track closure of tasks
• Easy to mark complete, reassign, etc.

15. Features – Document Management
• We’ve conducted our research and
created an easy approach for
connecting with
collaborators/approvers.

16. Features – Integration
• Services Based Architecture
• RESTful APIs
• Integrations Directory Services
• CMIS support for repository access
(Records Management)

17. User Experience
“We believe in building software based on user research and
carefully measured data. That’s how we get it right the first
time!”
• Test early, Test often
• Do user research and persona development
• Use qualitative and quantitative measuring techniques
• Respond to change quickly

18. ACM Use Cases
Case Management
• Law Enforcement
• Medical
• Social Services
Complaint Management
Event Management
Task Management

19. ACM User Interface

20. About FederalConference.com
Profile
• A service-disabled veteran-owned small business, FederalConference.com provides
professional event planning services for both governmental and commercial clients
at an affordable price.
Volume
• Currently planning and delivering over 3,000 events annually for the federal
government. Services include:
• Site Selection, Graphic Design, Printing, Professional Staffing, Event Management,
Food & Beverage Management, Audio Visual, Transportation Management, Child
Care and Administrative / Logistical Support.
Rapid Growth fueled by technology
• FederalConference.com pioneered a fast-paced, assembly line event planning
process that includes an automated event management system to streamline and
expedite the process involved with delivering successful events for our clients.
• 7000 percent growth since 2006 (23rd fastest growing company per Inc 500)

21. About Army Strong Bonds
Strong Bonds is a unit-based, chaplain-led
program which assists commanders in
building individual resiliency by
strengthening the Army Family. The core
mission of the Strong Bonds program is to
increase individual Soldier and Family
member readiness through relationship
education and skills training.
Strong Bonds is conducted in an offsite
retreat format in order to maximize the
training effect. The retreat or “get away”
provides a fun, safe, and secure
environment in which to address the impact
of relocations, deployments, and military
lifestyle stressors.

22. Business Drivers
Drive Efficiencies Throughout Event Management Process
Enhancing Office Automation
Greater Visibility into Event As It Is Processed
Standardization of Records Keeping & Centralization of Event Files
Automated Workflow – Event & Task Assignment & Tracking
Customized /On-Demand Reports
Monitoring of Employee Workflow

23. Armedia Case Management
an Alfresco Based Solution
FEDERALCONFERENCE.COM
Event & Task Management
In support of Army Strong Bonds

24. High Level Concept

25. Solution Design
User Interface/Framework
• Web 2.0: HTML5 / CSS3 / JavaScript, AJAX, JSON …
• jQuery with many plugins
Bulk Ingestion of Events
• Events added quarterly based on simple Excel spreadsheet
• Batch program reads the spreadsheet and uses Alfresco API to create events
Alfresco Integration
• CMIS all the way
• Add / Retrieve / Version documents
• Full-text search
Hosted Case Management Solution
• Customized UI & Branding
• Customized Workflow
• Taxonomy & Content Model (objects & metadata)
• Role-based security and authentication
• Document Management
• File Plan & Records Management

26. Why Alfresco?
• Documents Management
– Version Control
– DOD 5015.2 compliance
• Content Management Interoperability
Services (CMIS) Support
• Scalability
• Search
– Metadata
– Full-text Search

27. Solution Demo

28. Questions
• Armedia
– info@armedia.com
– http://www.armedia.com
Offices:
• Washington DC Metro
– 8221 Old Courthouse Rd, Suite 206
– Vienna, VA 22182
– 703-272-3270
• Atlanta Metro
– 200 Galleria Parkway, Suite 440
– Atlanta, GA 30339
– 678-945-4417

29. ACM Customization & Integration
• Extensions
– Dashboard: added portlets for NCI (via jQuery table library)
• Customizations
– Event Checklist
• Gathers all information needed to fulfill each event
• Customized for NCI’s specific needs
• Built on jQuery wizard plugin
– Workflow
• Custom-built (not using JBPM)
• Specific workflow coded just for NCI
• Custom JavaScript library / Spring MVC controllers
• Integrations
– Alfresco Repository via CMIS (Document Management, Search)
– Authentication & Access Control via LDAP
– Event Bulk Load via Excel, jExcel library, and Alfresco API

30. Components
• CMS - Alfresco Enterprise 3.4
• Virtualization - VMware ESXi 4.0.1, vCenter 4.0
• Storage – Shared NAS
• OS – 64 bit Linux (CentOS/RedHat)
• Java – OpenJDK 1.6.0_20
• Authentication – Spring Security / OpenLDAP
• Database – Oracle Express 10g
• Application Server - Tomcat 6.0.32 with APR and JSVC
• Application Framework: Spring, Spring MVC, Spring Security
• User Interface
– Web 2.0 (HTML 5 / CSS3 / JavaScript)
– jQuery + many plugins

31. Contents
• Introduction
• About Armedia
• Business Drivers
• High Level Concept
• Solution Design
• Solution Demo
• Alfresco in the Cloud
• Cool Stuff
• Hosted DRMS Solution
• The Ingredients
• Questions