A common question from companies considering Alfresco for content management is what to do with their legacy ECM systems. In many cases, they want to run Alfresco alongside their existing system for some period of time, and then gradually migrate their content. Join Alfresco Partner of the Year – Zia Consulting – to learn how OpenWorkdesk will allow users to interact with both Alfresco and any CMIS compatible repository in a multi-repository environment. The presentation will include a specific demonstration of OpenWorkdesk running against both Alfresco and IBM FileNet with a single user interface, and will also discuss how the gradual migration to Alfresco takes place.

1. Solving your Legacy Ryan McVeigh
Vice President
ECM Dilemma Zia Consulting

2. Today’s Agenda
• What’s the Problem?
• Alfresco for the Enterprise
• Why Zia?
• Introducing WeWebU
• The OpenWorkdesk Solution

3. What’s the Problem?
• You want something newer, better,
stronger, faster, cheaper (or more open!).
BUT…
• It’s (often) hard to migrate. It’s (often)
expensive to migrate.
AND…
• First time enterprise-wide technology
deployments are most likely to fail.

4. What’s the Problem?
Did you know?
•44% of SharePoint Enterprises are also
using additional ECM systems
Actually it’s two problems:
•Co-Habitating
•Migrating

5. Open Source
ENTERPRISE Content Management
Document Management
Capture, share & retain corporate content, including
documents, video, images & graphics files
Records Management
Ensure governance, compliance and retention of
company or government records
Web Content Services
Author, collaborate & publish to Drupal, Liferay,
JBoss Portal or your custom web app
Enterprise Collaboration
Create, share, collaborate, iterate & discuss
content. Then publish to social channels.
Open Source Platform
Build content-rich apps and websites using RESTful
APIs or Java & open standards like CMIS & JSR
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6. Why Zia?
• Solutions from Paper to Mobile
• Enterprise Content Management
• Intelligent Document Capture
• UI/Portal Solutions
• Enterprise Integration
• Enterprise Mobility

7. Mobile
Content Anywhere

8. Partnerships…

9. and Products.
Mobile
INSIGHT
for

10. For Your Organization

11. and
ANNOUNCING…

12. Deployment Anywhere, Solutions
Here

13. Enterprise Mobile CMS
• Alfresco Mobile
• Fresh Docs
• Mobile Workdesk

14. Introducing WeWebU
• ECM/BPM Consulting Pedigree
• Now a leading ISV:
• OpenWorkdesk
• ZIDI
• And introducing – MobileWorkdesk
• IBM
• +
• +

15. Transactional Content Management
Finance Insurance Government and more...

16. Introducing OpenWorkdesk
• Feature rich suite of applications on
top of
– All IBM ECM repositories
– compliant repositories
• Key concepts
– Advanced eFile Management
– Case Management
– Different views on information
• Tailorable
• Role dependent
– Configuration vs. coding
• Web-UI with cutting-edge usability
– Accessibility (508 compliant)
– Zero installation
• Advanced Viewing

17. What’s a ZIDI?
• Zero Installation on Client
• Seamless Integration with Office
• Search, Edit
• Check-In/Check-Out
• Create & Index
• Broad version support
• Office 2003, Office 2007, Office
2010
• Broad product support
• Word, Excel, PowerPoint, Outlook,
Visio, Scanning
• Support for other applications
• E.g. Adobe Acrobat X, OpenOffice,
LibreOffice
• Multi-Language Support
• English, German, others upon
request

18. MobileWorkdesk
Enterprise Mobile CMS
• Designed for 1000s of users and millions
of documents
• For your ECM Repository:
• IBM FileNet
• IBM CM8
• Alfresco
• EMC Documentum
• Open Text
• Unique App + Server Approach
• Personalized content
• Central administration and
configuration
• Server pushes additional
business logic to the app

19. A Picture is Worth….

20. So about that Problem
Actually it’s two problems:
•Co-Habitating
•Migrating
The OpenWorkdesk Solution
•CMIS
•And Much More

21. Content Management
Interoperability Services
• May 2010
• Broad Industry
Support – EMC,
Microsoft, IBM,
Alfresco
• Over 50 Product
Implementations
• Repositories
• Clients

22. The CMIS Solution

23. More than just CMIS…
• Deep integration to IBM ECM Platform
via Native API’s
• IBM FileNet P8 Content Manager
• IBM FileNet IS
• IBM Content Manager 8
• IBM Content Manager on Demand
• IBM FileNet P8 BPM
• Strategic Partnership with Alfresco
• CMIS+
• Activiti
• Cloud Alignment

24. What about SharePoint?
• Microsoft did not deliver CMIS compliance with
SharePoint 2010
• In July 2012 - Microsoft reached out to WeWebU,
Zia (and other CMIS TC members) to work together
on the CMIS compliance of SharePoint 2013
• WeWebU will test OpenWorkdesk against a pre-
release of SharePoint 2013 in the upcoming weeks
• OpenWorkdesk will support co-existence (and
migration) scenarios of Alfresco and
SharePoint

25. Back to our Solution

26. The OpenWorkdesk Solution
• Native support for IBM content repositories - IBM
FileNet IS, FileNet P8, IBM Content Manager, IBM
CMoD…
• CMIS+ support for Alfresco
• CMIS support for EMC Documentum, SharePoint*,
etc…
• Separation of investments in ECM back-end and
investments in ECM front-end
• Minimization of risk in migration projects, smooth
migration path

27. Why OpenWorkdesk
• Product (via Project)
• Roadmap and release plan
• Documentation and Training for users,
administrators and developers
• Developer tool-kit
• Enterprise Architecture
• Implementation of the reference architecture of
IBM/FileNet
• Layer-model, object-oriented, J2EE
• Browser-based front-end, no client installation
• Highly scalable with optimized performance

28. OpenWorkdesk – Ease of Use (1)
• Integrated clipboard, similar to
office applications and Windows
Explorer
• Automatic creation of file
structures by means of virtual or
physical folders
• Keyboard shortcuts

29. OpenWorkdesk – Ease of Use (2)
• Context-sensitive menus
accessed by right mouse-click
• Context-sensitive help and
tool-tips

30. OpenWorkdesk – Data Hygiene
Field manager
Automatic validation of input
Automatic formatting of data fields

31. OpenWorkdesk – Role Management
• Innovative role management facilitates implementation of applications for different user
groups
• The user always gets exact those functions he needs.
• The user starts working in the right context.
User C
User A
User B

32. OpenWorkdesk – Multitenancy
• Several designs can be used at the same time
• Tenant-dependent administration
• Separated storage of documents and metadata depending on the tenant
 Enterprise-wide solutions need just 1 deployment!
ONE
Deployment

33. OpenWorkdesk –
Adding Multiple Documents via Drag & Drop
• Drag & drop from Windows Explorer to OpenWorkdesk

34. OpenWorkdesk –
Bulk Indexing with Parallel Viewing
• Fast indexing of a batch of documents
• Inheritance of metadata from one document to the next

35. OpenWorkdesk –
Semi-Virtual Folders (1)
• Build folder structure
based on metadata
• Inheritance of
metadata from top
knot to added
documents

36. OpenWorkdesk –
Semi-Virtual Folders (2)
• Build folder structure
based on metadata
• Structured access based
on these folders

37. OpenWorkdesk –
Ajax Data Grid
• Inline-editing of
metadata
• Thumbnail views

38. OpenWorkdesk –
BPM Fast Processing
• Pull-function for work items
• Routing of work items through priorities
• Direct Access on documents and metadata from result lists
• Direct access on eFile management from work item
• Bulk processing of work items

39. OpenWorkdesk –
BPM Virtual Group Boxes
• Simple, flexible routing of work
items (1)

40. OpenWorkdesk –
BPM Virtual Group Boxes
• Simple, flexible routing of work
items (2)

41. OpenWorkdesk –
BPM Virtual Group Boxes
• Overview for e.g. managers or call-
center agents with search function

42. Plugin to Launch a Workflow with a
Document (1)

43. Plugin to Launch a Workflow with a
Document (2)

44. Graphical Configuration Tool with
Integrated Help

45. Where OpenWorkdesk?
• Financial Documents
• Credit Applications
• Loan Applications
• Change/Exemption Orders
• Case Management
• Customer Folders (Bank, Insurance, etc…)
• Deal Management (Investment Banking, etc…)
• Employee dossiers
• Government Documents
• Birth / Death certificates
• Change of address forms
• Document Applications

46. Ryan McVeigh
Questions? VP, Zia Consulting
ryan@ziaconsulting.com