WHAT VERSION OF ORACLE WEBCENTER CONTENT IS YOUR ORGANIZATION USING?

Poll Question

Integrate and Streamline the Management of Enterprise Content within Oracle WebCenter

Fishbowl Solutions

+

Agenda

• Fishbowl Solutions Overview

• Business Problems

• Product Overview

– Enterprise Batch Loader

– Workflow Solution Set

• Use Cases

• Summary

• Questions

About Fishbowl Solutions

Experience• Over 700 projects since founding in 1999• Oracle “Gold” Partner• Oracle “Public Sector Pillar Partner”

Expertise• Portals and Content Management• Enterprise Information Management• Business Process Automation

Customer Successes• Across verticals

Award Winning• Forrester Groundswell Award - Mobile App• Oracle Excellence Award• Enterprise 2.0 Blazer• 2009 ECM Architect of the Year

Leading WebCenter Innovations

WebCenter Mobile WebCenter Portals & Intranets

Google Search Integration 11g Upgrades

Fishbowl Consulting Services

+ WebCenter Content+ Document Management

+ Digital Asset Management

+ Image & Process Management

+ Forms Recognition

+ WebCenter Portal+ Employee Intranets

+ Vendor or Partner Extranets

+ Customer Portal

+ ADF \ SOA+ BPM (business process management)+ ERP Integrations+ Installations, Configuration, Performance Tuning, Solution Design,

Development, Implementation

+Records Management

+Web Content Management

+Document Capture

+Content Consolidation

WHAT PRESENTS THE BIGGEST CHALLENGE TO LOADING CONTENT INTO ORACLE WEBCENTER?

Poll Question

Overview, Use Cases & Customer Successes

Enterprise Batch Loader

Many Options for Loading Content

• Ad-Hoc – Single or few items– Digital assets– Drag and Drop, Preview, Tag

• Ad-Hoc – Multiple items– Browser-based

• Systematic Scheduling– Run as a service

Web-Based Batchloader

Batch Load Features - Comparison

Feature Oracle Batch Loader Enterprise Batch Loader

Easily load thousands of documents X X

Batch-loaded files enter workflow X

Can run on an external server X

Watches folder for items in check-in X

User interface to specify metadata X

Business Problems – Integrating Content

• Disconnected data sources

• Multiple system access

• Delayed decisions

• Content silos

Customer Success: Manufacturing

Customer Profile: • Control valve and regulator manufacturer• Long-time Oracle WebCenter customer with hundreds of

thousands of documents

Business Problems: • Multiple content check-in processes required programming• Content check-ins occurred one at a time requiring many hours to

complete• Difficulty synching database data with WebCenter metadata

Benefits with Enterprise Batch Loader: • Saved labor hours by eliminating the programming required to

load content into WebCenter• Content is more readily available as batch loads occur more

frequently• Check-in triggers provide immediate data updates

Enterprise Batch Loader: Overview

• Content Migration Component– Standalone pre-processor

• Workflow Injection• Enterprise Business System

Integration– Metadata mapping

• Consolidate and Centralize Enterprise Content

• Use Cases:

• ERP Integrations

• CAD Integrations

• Large Volume Migrations

• Document Imaging

Consolidate and Batch Load Information Into WebCenter

Use Cases

• ERP Integrations: JD Edwards & PeopleSoft • Sales report distribution• Profit/Loss statements

• CAD Integrations: • Drawings to PDF

• Large volume content migrations: • File share to WebCenter• Third-party ECM to WebCenter

• Document imaging: • Hard copy conversion (TIFF to PDF) for

documents requiring wet signatures

How Enterprise Batch Loader Works

1. Pre-processor watches directory for files2. Pre-processor reads the contents of the

file and parses to create a Batch Load File3. Enterprise Batch Loader takes appropriate

action – reads metadata and performs check in

1 2 3

Additional Features

• Enterprise Batch Loader– Throttling– Scheduling– Emails administrators upon errors– Supports WebCenter Content 7.5,

10 and 11g

Enterprise Batch Loader – Business Benefits

• Centralize repository• Minimal administration• Configurable• Increase time to value for Oracle

WebCenter Content

Customer Success: Manufacturing

Customer Profile: • Manufacturer of medium and high voltage electrical equipment

for the utility and industrial markets

Business Problems: • Manual, delay-prone process for maintaining hard copies of

drawings• No self-service access to drawings by different user groups• Integrations needed for two different CAD systems, including

metadata updates

Benefits with Enterprise Batch Loader: • Return on investment achieved within one year• Save about 200 hours per year just loading content• Reduced delays and version control errors

WHAT IS YOUR ORGANIZATIONS BIGGEST CHALLENGE WITH WEBCENTER CONTENT WORKFLOWS?

Poll Question

Overview, Use Cases & Customer Successes

Workflow Solution Set

Types of Workflow

• Business Process – Oracle BPM and BPEL– Invoice approvals– Time and Expense approvals

• Content-Based– 1, 2 or 3 steps– Press release approvals– Capital Expenditure Requests

Content-Based Example

Business Problems – Workflow Automation

• Complex

• Non-comprehensive audit trails

• Limited view into process steps - email

• Inability to fully leverage workflow capabilities

Customer Success: National Newspaper

Customer Profile: • Large newspaper in the United States• Needed a better way to track and record all documents

associated with Capital Expenditure Requests (CERs)

Business Problems:• Review process was not visual enough so it took reviewers a

long time to approve, edit, or reject documents • CER forms and related documents could not be searched for in

WebCenter making it difficult to find approved CER forms

Benefits with Workflow Solution Set:• Dashboard provides quick view into process steps• Users can attach related documents, see and participate in

discussion threads, and are provide next-step options• Search interface where users can search on metadata • Reduced the burden on IT, and reduced the amount of time

executives spend on deciding how and where to spend money

Workflow Solution Set: Overview

• Value-Add Workflow Component

• Simplified Workflow Interface

• Nine Combined Components, Sample Tokens and Scripts

• Streamline Implementations and Improve User Experience

• Features:

• Workflow History

• Workflow Search

• Workflow in Queue

• Approve with Comments

• Custom Email Notifications

• Update Release Date

• Review Pane Customization

• Accept/Reject In Email

• Workflow Timeout Helper

Simplify and Enhance WebCenter Workflows

Features – Workflow History

content info page

full history

Features – Workflow Search

Features – Workflow in Queue

Features - Approve with Comments

Additional Features

• Workflow Solution Set: – Custom email notifications– Update release date– Review pane customization– Accept/Reject in email– Workflow timeout helper

Workflow Solution Set – Business Benefits

• Extend capabilities• Enhanced experiences• Increased insight• Realize the full power of

WebCenter Content workflows

Customer Success: Manufacturing

Customer Profile: • Manufacturer of medium and high voltage electrical equipment

for the utility and industrial markets

Business Problems: • Non-conformance issues take weeks to resolve• Paper-based process was slow but provided familiarity across

company• Limited visibility into complete process causes inability to measure

Benefits with Workflow Solution Set: • Non-conformance issues resolved in days instead of weeks• Electronic forms emulated paper forms, and upon check in,

immediately trigger workflow• Complete audit trail of workflow activity

Summary

• Enterprise Batch Loader– Integrate and Automate– Ensure Access from WebCenter

• Workflow Solution Set– Extend and Further Leverage– Reduce complexity– Enhance user experience– Streamline management

Fishbowl Summer Webinar Series

• Discover Fishbowl's Packaged Tools for Oracle WebCenter Automation

– September 5th, 12pm CST

• Accelerate Content Access and Updates with Subscription Notifier for Oracle WebCenter

– Recording

register and recordings: fishbowlsolutions.com/news/webinars

Questions?

twitter: @FishbowlE20

facebook: facebook.com/fishbowlsolutions

linkedIn: join our groups webcenter content & webcenter portal

web: fishbowlsolutions.com email: info@fishbowlsolutions.com

phone: +1.952.465.3400 blog: cfour.fishbowlsolutions.com

Contact Us to Learn More