Documentum ECM 6.5 Road Show

1、1 copyright 2008 emc corporation. all rights reserved.documentum ecm 6.5 road show documentum process suite2 copyright 2008 emc corporation. all rights reserved.learning objectivesafter completing this course, you will be able to: identify a documentum process suite opportunity1qualify the opportuni

2、ty and handle competitive situations3position documentum process suite and its benefits for the customer environment42describe customer challenges and how documentum process suite addresses them3 copyright 2008 emc corporation. all rights reserved.we live in challenging times . 4 copyright 2008 emc

3、corporation. all rights reserved.overall client mandateslimprove return on equity by redesigning business processes and internal workflows quickly and at low cost lreduce process cycle time and compliance costslhandle higher volumes with greater accuracy and less staff than would normally be require

4、d. lretain customers and enhance customer service with a diversity of clientslservice representatives who are better informed about their customers, and far more helpful lspeed execution and deployment of systemslremove information system barriers lplatform that allows reusing and redeploying assets

5、 across business initiativesldiscover vulnerabilities and determine threatslability to realize and monitor targeted benefits and roilcontrol and measure compliancelunlock ip from proprietary vendor technologiesreduce costincrease customer responsivenessreduce complexityreduce risk5 copyright 2008 em

6、c corporation. all rights reserved.why should you care? 1) companies report that implementing bpm were to serve 2 purposes: enable operational process improvement (68%) deliver strategic competitive advantage (59%)*2) bpm and tcm are one of the fastest revenue growth areas. gartner projects a cagr f

7、or 2007- 2011 is 22% and forrester is even more optimistic with a cagr 2007-2011 of 33%.3) emc documentum 6.5 is uniquely positioned to tackle the following business drivers:* bnet6 copyright 2008 emc corporation. all rights reserved.transactional content management from emcemc documentum platformap

8、plicationsinputcontent complianceoutputdocuments& faxesforms& emailsdatafederatedrepositorydocumentmanagementreportsapplicationsdynamiccommunicationsrecordssecurityinformation lifecycle & storageprocesssearch7 copyright 2008 emc corporation. all rights reserved.product descriptiondocumentum 6.5 over

9、view whats new? key functionality why it matters to customers8 copyright 2008 emc corporation. all rights reserved.why customers want documentum d6.5 process suiteproductsbenefits high-fidelity forms - users can now create electronic forms that truly resemble their paper version of the document allo

10、ws organizations to close the gap between paper and electronic forms delivering a rich user experience, while substantially reducing the costs and bottlenecks associated with paper based processing. taskspace provides a highly-configurable, all-in-one business process management experience (leveragi

11、ng web 2.0/ajax-based technologies) productivity is increased due to ease of use. also, because taskspace is highly configurable, there is a lower cost for development, deployment, and maintenance. business activity monitoring (bam), leverages web 2.0, flex-based technologies enabling users to build

12、 rich interactive business performance dashboards within taskspacerich user experience for creating, viewing, and managing dynamic business processes - sense, assess, and respond. it allows for a 360 degree view of critical end-to-end processes which reduces business risks. 9 copyright 2008 emc corp

13、oration. all rights reserved.documentum 6.5 forms builderdeploy eforms that fully resemble their paper counter partseasily create high-fidelity and web-based xforms compliant eformsleverage a common object model to reduce application complexity provide database lookups, data validation, auto-calcula

14、tions directly from within the formoffline forms provides network independence by allowing users to save forms locally. conditional list viewingmaking high-fidelity and html forms intuitive, easy to create, and easy to manage for documentum usersbig picturebenefits:accelerates the development and de

15、ployment of intuitive, process-enabled formsreduces the overhead cost and risk with managing paperoffline forms provides user independence from the networkuse cases: for p&c claims, loan operations, court case management, etc, offline forms allows insurance field agents to fill-out forms at a car ac

16、cident independent of network. forms can enforce policy/business rules and create an audit trail for compliance requirements.10 copyright 2008 emc corporation. all rights reserved.d6 forms builder - key featuresfeaturesdescriptionbenefitshigh fidelity create e-forms that fully resemble their paper c

17、ounterparts, such as ms word or pdf forms.eliminate the overhead costs and risks associated with managing paper documents. leverage existing forms created in ms word or pdf forms.graphical forms designer enables high-fidelity and web-based xml forms created by intuitive, point-and-click interface lo

18、wer cost of development, deployment, and maintenanceshared data model leverages the emc documentum common object modelsubstantially reduce complexity, and simple to have alternative views of the same form data based on role.offline form filling provides network independence by allowing users to save

19、 forms locally.increases productivity for users by allowing network independencedynamic field validation& data integration database lookups, data validation, auto calculations supported. conditional properties can be used to make form fields hidden or read-only based on business logic requirements.

20、ensures data accuracy and completeness and helps decrease reprocessing costs. accelerates work processing by validating the user input immediately within the web client, which improves user-experience and productivity.dynamic barcodes a barcode encodes values such as account number, last name, or ot

21、her key identifying dataenables speedy recognition of data on forms that are filled out electronicallydigital signature supportenables user to digitally sign their form with an electronic signature.the digital signature is tied to the form, as well as to the signer, providing automatic authenticatio

22、n and integrity to forms processing.form version controldesigners can maintain multiple versions of form templates.forms template and associated data can automatically be captured and archived as a formal document of record - further reducing compliance risk.action invocationconfigure buttons on the

23、 form that will trigger a variety of actions when the user presses them. these can include both configurable taskspace actions as well as custom wdk actions. increases productivity by enabling automatic looking up a customer or an account and then filling in the relevant data in the form.form locali

24、zationprovide interactive and flexible localization by translating forms directly in the forms builder ui. local ui form personalization with no programming required.11 copyright 2008 emc corporation. all rights reserved.demonstrationproduct demoforms builder12 copyright 2008 emc corporation. all ri

25、ghts reserved.documentum 6.5 taskspace configurable unified ui for process, content, and performance monitoring document merge for tiff or pdf files supports reorder, deleting, inserting, or extracting of business documents. process console permits “centralized administration” of processes and is lo

26、cated in the taskspace administration tab.highly configurable, all in one user interface for transactional business applicationsthe big picturebenefits: easily tailor intuitive end-user experiences based on a users role accelerating adoption and increasing productivity rapidly build and deploy trans

27、actional applications = faster time to valueuse cases: case-based applications insurance policy administration, claims management, lending government case management, justice/court, workmens compensation, new account opening13 copyright 2008 emc corporation. all rights reserved.d6 taskspace - key fe

28、aturesfeaturesdescriptionbenefitsprocess-content unification taskspace applications that combine processes, documents, interactive forms (high-fidelity or e-forms), and dashboards in a single highly configurable user interface. the all-in-one ui allows for rapid task completion.productivity is incre

29、ased for users since process management, content management, forms management and performance monitoring are encapsulated into a single user interface providing users with all the context needed to make the right decisions, faster.configurable and reusable components configurable and reusable compon

30、ents for visual layout and template types such as: searches, tasks, task lists, documents, folders, etc.significantly reduce the time it takes to deploy business applications, enabling a faster time to value. high-performance document viewing merge for tiff or pdf files and supports reorder, deletin

31、g, inserting, or extracting of documents.provide high-volume, distributed, and large file viewing along with annotations for a more productive user experience. inline foldersdisplay and interact with folders directly within task screens. when one or more folders are associated with a task, users can

32、 se the folder list can perform all available folder action on it.increases user productivity and ease of use by permitting document viewing within inline folders.role-based applications process dashboard permissions implement the role based entitlements of taskspace. a process dashboard is assigned

33、 to a taskspace tab, which in turn is assigned to a taskspace role.quickly tailor intuitive end-user experiences based on users rolesaccelerating adoption and productivity process consoleavailable in “administration tab” of taskspace and allows for conducting process administration functions, such a

34、s performing process control actions .centralized administration within taskspace increases administrator productivity and lowers tco (total cost of ownership). process dashboard (optional)within taskspace, bam provides a highly interactive graphical 360 view of real-time and historical process perf

35、ormance.gain a competitive advantage by delivering superior business performance at a lower cost compared to less effective competitors who rely on manual paper-based processes.14 copyright 2008 emc corporation. all rights reserved.integrated folder and document viewingbenefits:increased productivit

36、y: directly interact with folders within task screens. easily use a folder or search tab to find a process and start it. view, annotate, and redact your scanned documents and other images, including jpegs, bmps, pdfs, and other viewing technologies.15 copyright 2008 emc corporation. all rights reser

37、ved.process console in taskspace available in “administration tab” of taskspace process administration functions view information of in-flight processes perform process control actions easily manage configuration changes easily change process propertiesbenefits: allows for easy configuration and adm

38、inistration right within taskspace. easier to manage and control in-flight processes no separate administration tool all available within a single user-experience.16 copyright 2008 emc corporation. all rights reserved.process consolebenefits: quickly search for specific process instances to view or

39、manage. specific processes can be halted or terminated bulk reassigning of workflow instances.to quickly react to business/operational situations17 copyright 2008 emc corporation. all rights reserved.d6.5 business activity monitoring deploy a real-time centralized 360 degree view of process performa

40、nce rapidly build and deploy dynamic, web 2.0 flex-based dashboard within taskspace - no programming automate real-time notification and responses to key business events such as process and resource bottlenecksinteractive dashboards for monitoring and managing business processes in real time(sense,

41、assess & respond)the big picturebenefits: quickly identify and react to situations before they become problems substantially reducing risk and improving overall business agility. greater insight into how business processes are performing, whats working well, where things can be improved increased in

42、telligence - quickly drill-up or down through various dimensions of process performance detail - with a single click use cases: monitor work productivity by region, office, user track sla performance for claims or loan processing, order fulfillment, etc. analyze cost per transaction and average cycl

43、e against expectations, and monitor trends over time. 18 copyright 2008 emc corporation. all rights reserved.d6 bam - key featuresfeaturesdescriptionbenefitsdynamic process dashboard the process dashboard dynamically and simultaneously displays multiple dashlets”, with each dashlet representing a mo

44、nitored process.get a real-time overview of process performance so you can actively manage and control business outcomes. dashboard builder an intuitive drag and drop user interface, the designer drags reports onto the dashboard and then sets properties.build custom dashboards graphically, with no p

45、rogramming. interactive drilldown users can drill-up or down through various dimensions of process performance data. bam dashboard supports two varieties of graphical drill-down reports: single drill-down reports and multi-drill-down reports. drill up or down through process performance detail with

46、a single point and clickactive alerting and response alerts can be defined at different levels of resolution (activities, sub processes, or processes). alerts are based on user-defined criteria and can be used to automatically trigger such actions as sending email or activating a web service.get rea

47、l-time notices of and responses to business events like process and resource bottlenecks and sla escalations to be able to proactively adjust work-in-progress.event management configurable real-time notification and responses to key business events such as process, thresholds, and resource bottlenec

48、kseasily configure and track events across multiple systems and organizations.round-trip process optimization use bam performance data to redesign and continuously improve business processes around efficiency, productivity, responsiveness and profitability. use bam performance data to redesign and c

49、ontinuously improve business processes. process reporting services (prs) generate and format reports and alerts displayed in the dashboard. reports can be formatted as pie charts, bar charts, and tables. published reports can be consumed by a dashboard that displays the report results to end users.

50、10 ootb reports.create compelling and meaningful graphical reports using a drag-and-drop interface. 19 copyright 2008 emc corporation. all rights reserved.dashboard builder in taskspace (design view)16 ootb reportsbenefits: quickly and easily create attractive reports and charts with a graphical dra

51、g-and-drop interface tailored performance views - easy configure individual “dashlet” refresh rates easily build interactive drill-down dashlets from consolidated/aggregate views to a specific process instances20 copyright 2008 emc corporation. all rights reserved.d6.5 process builder process debugg

52、er allows the designer to visually test the process template interactively. sub processes are supported which simplifies the layout configure monitoring of process data for display in dashboards and reporting easily through the graphical layout and data design extended web services capabilities enha

53、nce operational efficiency and control of all business processesthe big picturebenefits: faster time to value: accelerates the building of process workflows and lowers development costs simplifies processing modeling by decreasing mapping complexity quickly deploy standard process templates that can

54、 be reused across multiple applications. 21 copyright 2008 emc corporation. all rights reserved.d6 process builder - key featuresfeaturesdescriptionbenefitsactivity templates/palettes (new)there are several new activity templates that interact with content server and the repository. these activity t

55、emplates watch folders, create objects, and modify objects. (dql inbound activity, dql read, new object, modify object)predefined activity templates represent typical activity types, which lowers costs of development. design, configure, and reuse processes, collaborative workspaces, and integrations

56、 with external systems, all without custom coding. process diagram sub-processesprocess designers can group related activities into sub processes that represent related steps or functions in the process sub processes can be expanded to view the individual activities or collapsed to create a more sim

57、plified process overview.simplifies the layout of a process and provides sub processes to improve the ability of process designers to communicate the business meaning of a process template. process debuggerdebugger allows designers to set break points in their process design, and then run the design

58、 so they can examine and modify process data, test integrations, and acquire and act on tasks.design productivity is increased and costs lowered because the debugger enables designers to graphically and interactively test a process template design from one design tool before moving the workflow to p

59、roduction.configuration of bam monitoringin process builder 6.5, process designers can designate the process template for bam reporting and configure the appearance and layout of the process diagram in bam, from within process builder.accelerates and lowers the costs of building bam dashboards for t

60、he process reporting services.extended web services (process integrator)process builder 6.5 now enables the designer to configure inbound soap integrations as described under process integrator above. additionally the platform exposes a new task management api based upon the oasis ws-human task stan