DEVCON-Social ECM

Content Management + Integration = Instant Collaboration John Giffin, ECM Architect, jgiffin@ziaconsulting.com

Who is Zia? A firm with deep technical expertise & strategic insight, coupled with our Agile software methodology, provides numerous benefits to our customers: ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Our Partners

Service Offerings ,[object Object],An ECM is a cultivation of knowledge -- one of the most valuable assets to any organization. A proper ECM system ensures content has integrity through proper version control, allows producers to easily create content and publish it to a variety of mediums, and it automates processes, streamlining the review, approval and distribution of content across an organization. Zia's ECM offerings provide all of these benefits, and more, in a manner tailored to the client's business needs. Enterprise 2.0 Solutions Enterprise Mobile Applications At its heart, our Agile-based methodology is centered on a close collaborative approach to maximizing value for our customers. Constant client communication is necessary to ensure that each development iteration addresses features with the highest business value , even if those features were unknown at the launch of the project. Zia ’ s Agile Solution Methodology Mobile workforce enablement is an increasing trend for Zia ’ s enterprise customers. Zia ’ s Fresh Docs ECM application is available for iPhone , iPad and Android platforms. The newly released Fresh Xpense application is a simple expense and receipt capture tool for the iPhone that integrates with Xpenser.com. The focus of technology should always be on people. Zia enables our customers to gain tremendous competitive advantage by allowing their team to collaborate more effectively, respond more quickly to changes, and make better decisions . Adopters of Enterprise 2.0 solutions will find they have a more productive, engaged and informed team.

The context of content management today ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],KEY: Content awareness and action measured in hours to minutes KEY: Dynamic, cross-enterprise access, management and control KEY: Integrated solutions to enable swift, collaborative outcomes Patterns Challenges Solutions

Challenges of social business + enterprise content Communication: challenged with locating subject matter and sharing with constituents Organizations: paralyzed by security and governance concerns Human resources: difficulty increasing worker effectiveness Effective Governance: problems managing and repurposing unstructured content

The business value of social content & collaboration ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Traditional ECM & Integration projects are characterized this way High Cost Slow / Limited Adoption Complex

How do I get these systems to work?

Use Open Source, Open Platforms Alfresco , Mule ESB , Salesforce Lower Cost Simple Faster Adoption

Enterprise Service Bus ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Demonstration: Salesforce CRM, Salesforce Chatter Integration with Alfresco via Mule Social Network Microblog Updates

Demonstration: SalesForce CRM, Salesforce Chatter Integration with Alfresco via Mule Chatter Updates

Mule ESB polls Salesforce for updates Salesforce Mule ESB Salesforce Web Service API Salesforce Cloud Connector

Code Review: Mule ESB’s SalesForce Cloud Connector

Mule ESB persists contract to Alfresco Alfresco Mule ESB CMIS Cloud Connector (OpenCMIS) CMIS API

Code Review: Mule ESB’s CMIS Cloud Connector

Alfresco sends workflow notification via Mule ESB Alfresco Mule ESB SMTP Connector Web Service GMail

Code Review: Alfresco Discovers New Opportunity // start a workflow var workflow = actions.create("start-workflow"); workflow.parameters.workflowName = "jbpm$ziawf:checklist"; workflow.parameters["bpm:workflowDescription"] = nodeToProcess.getName(); workflow.execute(nodeToProcess); // tell Mule ESB to send an email try { XMLHttpRequest.open("GET", "http://localhost:8081/services/notify", false, null, null); XMLHttpRequest.send(""); XMLHttpRequest.close(); } catch(ex){ var error = String(ex); logger.log("unable to send notification: " + error); }

Code Review: Mule ESB Web Service Inbound Endpoint and SMTP Endpoint

Alfresco updates status in Salesforce Alfresco Mule ESB Salesforce Cloud Connector Web Service Salesforce

Code Review: Alfresco Workflow Complete // get the SalesForce opportunity ID from contract metadata for (var i = 0; i < bpm_package.children.length; i++) { var pkgItemType = bpm_package.children[i].getTypeShort(); if (pkgItemType == "zia:deal") { var dealContract = bpm_package.children[i]; opportunityId = dealContract.properties["zia:opportunityId"]; logger.log("contract opp id: " + opportunityId); } } // notify Mule ESB that the opportunity’s state has changed try { XMLHttpRequest.open("GET", "http://localhost:8081/services/updatesf?oppid=" + opportunityId, false, null, null); XMLHttpRequest.send(""); var response = XMLHttpRequest.getResponseText(); logger.log("response from Mule ESB: " + response); XMLHttpRequest.close(); } catch(ex) { var error = String(ex); logger.log("web service invocation failure: " + error); }

Code Review: Mule ESB Web Service Inbound Endpoint SalesForce Update

Webinar ,[object Object],[object Object]

Questions & Answers John Giffin, ECM Architect, [email_address]

DEVCON-Social ECM

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