Crafting Innovative and Cost-Effective ECM Solutions with Open Source Tools Technology Services Group Alfresco London Summit 2014

TSG - Alfresco TSG Founded in 1996 as content management solutions consulting firm Global 2000 clients across Pharmaceutical, Utilities, Financial Services, Retail and Manufacturing TSG - Alfresco Alfresco Platinum Partner Alfresco Implementation of the Year 2012 Alfresco Growth Partner of the Year 2013 Alfresco Americas Partner of the Year

Innovative and Cost-Effective Alfresco Solutions Innovative User Interface – Adaptive to unique business issue Technology – Unique Approaches Cost-Effective Reduce add-on costs Reduce start-up costs Leverage Open Source

4 TSG Open Source - FAQ Why Open Source? Commercial Model not viable for consulting firms Promote our brand of services by giving away great software How Open Source? Take “what’s next” solutions for clients Rework to be generic Use at new clients Release to all as Open Source Incorporate client and third party thoughts into source

TSG Document Management Integration Strategy 5 Alfresco Documentum MOSS Share OpenContent Cache “File”

TSG Products HPI (High Performance Interface) Search, View and Authoring Interface Active Wizard eForms, Workflow initiation, review, and approval, Batch Records Open Annotate Web-based annotation tool to gather review comments Open Overlay Overlays and Watermarks on PDFs for controlled distribution Open Migrate High Performance Migration and Bulk Import/Export

High Performance Interface (HPI) Built to enable ECM customers to extend default “do-all” interfaces with a streamlined interface for specific business needs Examples Controlled Documents for Regulated Industries Insurance Policies, Claims, and Reinsurance Legal Accounts Payable Digital Asset Management Engineering Document Management

Initial HPI Interface 8

HPI – Initial Double Pane View 9

HPI 2.2 User Interface 10

Overall Interface Themes High Performance Interface – Performance of interface and of user. Only show what is relevant Ex: Only search on relevant attributes Ex: Show related folders/documents to the user’s business process Easily configurable PDF renditions for view Interface promotes and enforces consistency Attribute population Document Types Security

HPI Architecture HPI HPI ModulesActive Wizard OpenContent Activiti Alfresco Documentum IE8+, Chrome, Firefox jQuery Backbone.JS Twitter Bootstrap Java SpringFramework 3 REST DFC Subsystem Solr/Lucene Solr Java API

HPI Architecture – Front End Single-paged JavaScript application based on Backbone.js framework Minimize page refreshes Leverage Ajax wherever possible Allow clients to easily customize interface Admin interface – allow user to configure: Object types and attributes exposed Search Document and Folder actions others

HPI Architecture – Repository Communication REST Communication with OpenContent web services layer Allow both Alfresco and Documentum clients to use HPI OpenContent Action Framework Provides consistent structure for code that executes against the repository Natural customization point for clients to add custom actions OpenContent uses Activiti APIs directly Allow Documentum clients to use Activiti BPM OC is pinned to the same Activiti version as Alfresco to prevent jar conflicts

Case Studies

Insurance Case Study Has an existing system for managing Policy and Claim Data Mainframe, AS400….. Policy (assign Policy Number, Insured….) Claim (assign Claim Number, Claim Data…) Would like to integrate and document enable that application Typical a “View Documents Button” 16

Example – Integration with Policy and Claim System Claim and Policy created on AS400 System When viewing Claim or Policy can select “View Documents” button Button launches HPI - directly to that Claim or Policy If documents don’t exist, creates empty folder If attributes have changed (ex: Policy Holder) – updates Folder Attributes Bulk Jobs migrated nightly (reports) with OpenMigrate 17

Example Client Architecture AS400 Systems

Example Link http – (AlfrescoServer)/hpi?ClaimNum= Could pass other parameters User Role Current System Ticket User Security … 19

Rolling Migration Approach – First time in Claim File 20 Alfresco Transforming all TIFF’s to PDF Risx- Facs 1 – User Requests Claim Folder 2 – Folder is Migrated “on Demand” 3 – User Accesses Folder and Creates new content in Alfresco

Innovative and Cost-Effective Innovative Leverages existing infrastructure/data Insurance Claim and Policy view Related Folders – Dynamic Combine PDF’s Inbound / Outbound Cost-Effective Rolling Migration – avoid big initial costs Open Source – HPI, Annotation, Overlay, Migration…….

Insurance Demo

Additional Resources Policy and Claim Solution for Insurance ion_for_insurance.jsphttp:// ion_for_insurance.jsp Alfresco Webinars Recorded – August 21 st processing-adding-modern-ecm-your-existing-claim-andhttp:// processing-adding-modern-ecm-your-existing-claim-and Upcoming – October 21 st – Rolling Migration versus-big-bang-migrationhttp:// versus-big-bang-migration

Manufacturing Compliance Case Study Compliance is all about Making sure that right people are seeing the right document at the right time…… And ensuring that they are not seeing the wrong document – resulting in out of compliance

Why are viewing the wrong documents such an issue? If a product is made, and the wrong SOP is followed, it could have bad results….

What are the wrong documents? Unapproved – Unreleased – DRAFT - Superseded Printed last week Word version that could be changed……

Ensuring right document Consumers only see Approved-Major Versions not DRAFT System via Workflow Approval only way to create Approved Versions – Authors can only create DRAFT Consumer only see PDF with Watermarks on Approved Copies

Key Compliance Components Versioning Typically X.1 DRAFT – X.0 Effective Security Consumers – can only access Effective Authors/Reviews/Approvers Viewing PDF Overlays to ensure correct document Approval Right people approve…..everytime

What is a Change Request (CR) or Change Order (CO)? Form completed to initiate a change to a document(s) or process Needs to be signed off by people responsible for the change Provides Auditability for FDA on Reason, Description and Justification for Change as well as supporting signatures

Example of a Change Request Change cap on bottle due to leakage Identify documents affected Purchase Specification, Bill of Materials, Packaging Instructions, other documents (per product – additional changes to documents for other products) Write up instructions, dates and other information for implementing the change Need to route the change to people/functional areas charged with responsibility of approving change

Approval Interface Workflow Actions

Hospira – Alfresco and Mobile

Innovative and Cost-Effective Innovative Smart Form to create Change Request – guarantee compliance Interface – Versioning, Lifecycle, Security, CR Approval Cost-Effective Open Source + Alfresco OpenAnnotate, OpenOverlay iPad Viewer – Printing Costs

Demo

Additional Resources Compliance Solution for Regulated Industries egulated_industries.jsphttp:// egulated_industries.jsp Alfresco Webinars Recorded – July 31 st - LIMS management-systems-modern-approach-leveraginghttp:// management-systems-modern-approach-leveraging Blog - Modernizing Controlled Documentation and Batch Records manufacturing-modernizing-controlled-documentation-and-batch-records/ manufacturing-modernizing-controlled-documentation-and-batch-records/ Blog - Batch Records Admin Product Demo 01f374cbb896http:// 01f374cbb896

Engineering Case Study Being able to begin and manage engineering project documentation Begin with Standard Templates Monitor status of project with documents that are updated when complete Would like to create project Create folder – populate with copies of current templates in DRAFT format 36

Engineering Project Unique Components Creation of Template Folders Limited Access Contains current templates to be used on certain projects Creation of Project Initiation Copy of All Templates Update of Document Names Set as DRAFT with PDF Overlays Management of Project Easy reporting – documents compared to due dates with status

Innovative and Cost-Effective Innovative Template “Folder” Reporting – Flexible based on Ad-Hoc Search Cost-Effective Open Source + Alfresco OpenAnnotate, OpenOverlay

Additional Resources Engineering and Construction Management g_construction_solution.jsphttp:// g_construction_solution.jsp

Digital Asset Ray to add….same format

Digital Archive and Search Large amount of digital assets Assets need to be indexed with relevant information Increasing number of “digital born” assets Accessibility by the Organization Typically via Difficult to know what is available Multiple renditions / formats required 41

Digital Archive and Search Workflow for Indexing Assets Bulk Indexing of digital assets Bulk upload in batches Review process to validate metadata Collection Functionality Create subsets of content from search results Create public collections to share with colleagues Faceted Search / Gallery View Easily filter assets View related assets / renditions.

Innovative and Cost-Effective Innovative Configurable interface for digital assets Virtual Slides / Annotations JPEG200 Integration OCR Google Glass POC S3 for Large Uploads Cost-Effective Open Source + Alfresco OpenAnnotate, OpenMigrate, HPI

Annotations

Google Glass Integration Prototype

Contacts Dave Giordano – Ray Wijangco – Or stop by our booth…..