Streamlining Business Processes at PGA TOUR with Alfresco Workdesk Nov 13, 2013 Doug Edwards, The PGA TOUR Terence McDevitt, Blue Fish Development Group Michael Waldrop, Director of Solutions Engineer, Alfresco Stefan Waldhauser, Director Alfresco Business Solutions

Agenda Workdesk overview PGA TOUR Case Study Workdesk Contract Management Closing

The Content Management Landscape Transactional Content & Workflow Content Collaboration & Intranets Enterprise Content Platform Web Content (WCM) Integrated with ERP, CRM Records retention Imaging/archiving Process-centric Case Management Web experiences Channel optimization Digital asset management Archiving Custom content apps Content services Document management Search, organize Sharing Mobile access Records retention

The Content Management Landscape Alfresco Workdesk Alfresco Share Alfresco One platform Web Content (WCM) Integrated with ERP, CRM Records retention Imaging/archiving Process-centric Case Management Web experiences Channel optimization Digital asset management Archiving Custom content apps Content services Document management Search, organize Sharing Mobile access Records retention

#SummitNow Workdesk delivers Process efficiency Cost savings Customer satisfaction Compliance Contract Management Claims processing Deal management Mailroom automation Employee onboarding Customer onboarding Loan origination Contract Management Claims processing Deal management Mailroom automation Employee onboarding Customer onboarding Loan origination

The Workdesk difference Business Role Management Dynamic Folders & Views Configuration over Coding

Business Roles & Dynamic Views HR Legal Proc. Personalization Business Roles Alfresco Content Repository Workdesk enables you to see the right content, at the right time, based on your business role. Standard Alfresco Share web & mobile views

#SummitNow PGA TOUR and Alfresco Workdesk Nov 13, 2013 Doug Edwards, The PGA TOUR Terence McDevitt, Blue Fish Development Group

#SummitNow PGA TOUR Information Systems Supports: 5 Tours: PGA TOUR Champions Tour Web.com Tour PGA TOUR Canada PGA TOUR Latinoamerica 120+ tournaments 1,300 computer users 600+ players and agents 17 Tournament Players Clubs 30 remote locations World Golf Hall of Fame Staff of 50 IT Professionals

#SummitNow Why Workdesk? Flexible, business role-based access Streamlined UI – Quick access to files Seamless integration with MS Office via Office Workdesk Configuration vs. code Highly extensible framework Robust mobility application (Mobile Workdesk)

#SummitNow The TOUR’s Approach to Implementation Success Technology alone does not get the job done Focus on compelling business cases Thorough requirements gathering Solid pre-project planning Engage vendor(s)/partner(s) early and often Communicate, Communicate, Communicate Embrace constraints quickly Process does not equal perfection

#SummitNow The Project Goal = Workdesk to become singular entry point for working with business documents Departmental approach to rollout Migrate from network share drives to Workdesk Migrate from Alfresco Share to Workdesk

#SummitNow Business-Specific Use Cases Marketing PowerPoint metadata solution Legal contracts and executed documents 3-Party Agreements External Sharing use case Departmental General use case User Home use case

#SummitNow Project Status Workdesk customized/branded to PGA TOUR standards Business use cases developed and deployed: Marketing (in production) Legal (in UAT) General staff (in UAT) “External Sharing” use case dev. completed & in testing Working daily to continue adding new users and departments

#SummitNow Our Findings Business users say… The Workdesk interface is easy to learn and use The advanced search options are great Love the advanced metadata editing options Easy to drill-down to documents that matter Implementation team says Workdesk is… Configuration and deployment is a breeze Customizable, if really needed Documentation and support has been fantastic

#SummitNow Learn More about The TOUR’s Workdesk Implementation A TOUR use case and the Workdesk Contract Management Template will be the basis for a technical session on Friday: Integrating Alfresco with DocuSign’s REST API Room Cape 9.40am–10.30am Please contact us!

Workdesk Contract Management “Do you have adequate control of your agreements?”

How Contract Management can help Take workload off from the Procurement and Legal people Enhance productivity and reduce mistakes Save money

Demo!

Key benefits for the business Improve efficiency Get back control Save money Short time to value

More Workdesk presentations Workdesk: Technical Insights Wed, 12:10pm Room Cape Cod Building a quick solution with Workdesk Wed, 2:00pm Room Cape Cod Mobile Workdesk Jumpstart Wed, 3:00pm Room Cape Cod Integrating Alfresco with DocuSign’s REST API Fri, 9:40am Room Cape Cod

Recorded Webinars Is Alfresco Workdesk right for your business? alfresco-workdesk-right-your-business alfresco-workdesk-right-your-business Workdesk Contract Management workdesk-work-contracts-management workdesk-work-contracts-management

Contact Workdesk Leadership Workdesk Product Marketing

Open Government Open Standards March 6, 2013