Armedia Case Management with Alfresco ECM

October 9, 2012

Melissa Meinert, Alfresco Channel Marketing CoordinatorJames Bailey, Armedia PresidentBalaji Rajamani, Armedia Senior Project Manager

Agenda

• Alfresco Overview• Armedia Overview• Armedia Case Management• Solution Demo• Q&A

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 platformin the cloud, on-premise or both

tablet & mobile workplacein the cloud, on-premise or both

open standard API for content appsin the cloud, on-premise or both

in the cloudmulti-tenant SaaS

on-premisefull ECM platform

or bothenterprise cloud sync

Alfresco Success 2,300 enterprisescustomers in 75 countries

6.6 million users70% of which are paid

3.3 billion filesbeing managed globally

active communitythousands of developers, 300+ partners

revenue by quarter since founding

…the largest open source content management

company in the world.

Enterprise Customers70% With over 10,000 employeesscale & service to meet the demands of some of the largest companies in the world

Customers in 75 countriesa truly global company, with 24x7 support capability around the world

Commercial, government, NGO & educationa healthy mix of customers & requirements, across industries

90% Renewal rateour subscription model creates an accountable relationship with our customers

Alfresco PlatformAlfresco Enterprise

A robust, modern ECM platformfocused on scalability & usability Consumer like UIdrag-and-drop HTML5 & integrations with content tools

Alfresco Cloud B2B collaborationdocument management & collaboration feature set Quick evolutionfast release cycle for new features

Surpassing popular cloud servicesmetadata, folder rules, workflow, support for WebDAV

Alfresco MobileSecure access to Alfresco

Browse sites, folders & files

Armedia Case Management with Alfresco ECM:

FederalConference.com Case Study

>>James Bailey, Balaji Rajamani from Armedia>>October 9, 2012

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

About ArmediaEnterprise 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

CaptureIntermediate Processing

CollaborationDocument

ControlDeliver

Workflow / Business Process Management

Caliente File Server DatabaseScan

KofaxCaptiva (InputAccel)Email

Web Crawl

OCR Zonal OCRLanguage

TranslationWeb ServicesEntity

Relationship Processing

Auto Categorization

Document ReviewDocument ApprovalContent SharingWikiBlogSocial NetworkingCalendaringRedaction

Document Management

Records Management

Case Management

Web Content Management

Delivery Web Content PDF / PrintUser Interface DesignSearch Fast Lucene AutonomyAnalytics and Reporting Business Objects Cognos i2 Analyst Notebook Palantir

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)

Armedia provides services end to end or point solutions in support of your Electronic Document/Case Management/Records Management program…

Customers

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

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

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

Features – Document Management

• We’ve conducted our research and created an easy approach for connecting with collaborators/approvers.

Features – Integration• Services Based Architecture

• RESTful APIs

• Integrations Directory Services• CMIS support for repository access (Records

Management)

User Experience

• Test early, Test often• Do user research and persona development• Use qualitative and quantitative measuring techniques• Respond to change quickly

“We believe in building software based on user research and carefully measured data. That’s how we get it right the first time!”

ACM Use CasesCase Management• Law Enforcement• Medical• Social Services

Complaint Management

Event Management

Task Management

ACM User Interface

About FederalConference.comProfile

• 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)

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.

Business DriversDrive 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

Armedia Case Management an Alfresco Based Solution

FEDERALCONFERENCE.COMEvent & Task Management

In support of Army Strong Bonds

High Level Concept

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

Why Alfresco?

• Documents Management– Version Control– DOD 5015.2 compliance

• Content Management Interoperability Services (CMIS) Support

• Scalability• Search–Metadata– Full-text Search

Solution Demo

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

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

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

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