Streamlining Business Processes with Alfresco Workdesk Nov 5, 2013 Mike Mahon, President & CEO, Zia Consulting Stefan Waldhauser, Alfresco Dr. Rainer Pausch, Alfresco

Agenda Workdesk overview Zia Consulting 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 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

Zia Consulting Case Study Legal Department of One of the World’s Largest & Most Successful Companies

The Solution Three Month Initial Implementation Zia’s Roadmap - Focused Assessment Zia’s Agile Delivery Alfresco Workdesk Alfresco Enterprise 3 Departments Assessed 1 Department Went Live

Problem: Not Easy to Find (Millions of s)File Share (Millions of Files)

Problem: Not Secure

Why Do We Use Them?

Build vs. Buy Decision Two Failed Build From Scratch Projects Nothing on Market Addresses All Departments

Requirements & Constraints Easy & Feature RichNo Training Required

Mergers & Acquisitions Login Only 2 Groups

Mergers & Acquisitions Drag & Drop NDA from Desktop

Mergers & Acquisitions Create Project From NDA

Mergers & Acquisitions Taxonomy Created From NDA

The Results - Easy No Training Required Only 3 min videos Tools That Work The Way I Do Office Tools (Word & Adobe) Adopted Worldwide 70:700 Millions of Files Moved from Share Drives

The Results - Smart Business Role Based Highly Customized By Department and Role Rules & Behaviors Process Without Workflow Heavy Lifting Behind The Scenes Upgrades Much Easier UI is Configured, Not Customized Several Major Upgrades Applied

The Business Results Time Saved Projects kicked started and tracked in a timely way Institutionalization & Internalization Simple, Effective and Smart Smart, Effective and Simple Project Security needs met without sacrificing ease Solution integrated with & External Collaboration Tools

Alfresco 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 Tue, 2:00pm Room Palau H3 Building a quick solution with Workdesk Tue, 3:00pm Room Palau H3 Mobile Workdesk Jumpstart Tue, 4:10pm Room Palau H3 Contract Management Lightning talk Tue, 4:10pm Room Palau J

Contact Workdesk Leadership Workdesk Product Marketing

Open Government Open Standards March 6, 2013