How to extend JD Edwards E1 with Agile Collaboration and Workflow Functionality Session ID#: JDE-100690 This is a subtitle for the presentation Prepared by: Name: Joost van Strien / Anne Fleur Hemmer / Jan Hox Title: Sales Director / Consultant / Developer Company: Forza Consulting #JDEINFOCUS or add your own Twitter handle
Topics Introductions Requirement for Workflow automation Solution components Demo & Features
Topics Introductions
“We provide high-quality application, integration and development services related to Oracle JD Edwards and Oracle Cloud Applications.”
Topics Introductions Requirement for Workflow automation
Why Workflow Triggering tasks related or unrelated to activities within JD Edwards Internal communication platform / social collaboration Replacing paper stacks of incoming and outgoing forms Track progress of tasks Provide roles with limited need for interaction with(in) JDEdwards, with the information they need and an alternative way to feed data into the system Simple & effective user interface Flexibility (instantly) available on mobile devices
Automating ‘non-ERP’ functions ‘Non-ERP’ functions: Process-centric instead of data-centric Acquisition Sales Legal Facility Management Brokers ‘What do I see when I log on, in the morning starting my work’ Obviously, also ERP functions could be enhanced when working with workflow. In the latest releases, watchlists have enabled triggers on tasks and enabled a base workflow structure in JDE.
A comprehensive solution Workflow / flex UI ERP +
Topics Introductions Requirement for Workflow automation Solution components
Solution Components Podio =
Citrix Podio Workflow & Collaboration application Cloud based Offering ‘apps’ for CRM, Project management, Case management any many other functions Own apps and workflows are created in minutes Mobile and desktop html interface Data en datatransfer is encrypted
Citrix Globiflow Workflow automation component ‘Trigger – filter – action’ Add/update items Creation of PDF’s, e-mails Integration of different applications Visualize data in graphs
Solution Components Podio = Sharefile Rightsignature Portal
Citrix Sharefile An Enterprise Document Management system for synchronisation, sharing and storage of documents Data can be stored ‘on premise’ or in the cloud Supports severe corporate data encription policies Integrates with JD Edwards, Podio, MS Outlook & MS Office
Rightsignature To capture handwritten signatures On any device, PC or Mobile Step-by-step guided signing Secure Legally Binding
Portal Portal for 3rd party communication Own branded portal Provide Podio information Allow for data entry No need for technical / Podio experience Easy access via email and password
Integration with JD Edwards Rest integration, taking advantage of AIS Own API development (from JDE to Podio) Using ‘Globilflow’ Saas middleware for the process flows
Topics Introductions Requirement for Workflow automation Solution components Demo & Features
DEMO: Real Estate Customer Case Properties Flow Lead -> Contract -> PDF -> Lease JD Edwards Integration points: 1) JDE -> Podio: Rent rate 2) Podio -> JDE: - Add customer - Add lease
Demo: Real Estate workflow / Commercials
Demo: Real Estate workflow / legal
Features shown in the demo: Podio Apps Integration with Outlook Different views Social collaboration Task triggers Synchronization with JD Edwards (examples) Creation of a .pdf document Automatic e-mailing The applications on Mobile devices Speed / Flexibility of configuring workflows Signature-capture Webform
Globiflow elements Workflow builder Trigger tasks/activities based on events Date triggers Connecting different applications Update / Change Podio forms Generating PDF’s Sending e-mail Send SMS text Integrate with Document Management (Sharefile) Integrate with signature capturing (Rightsignature) Embed Podio forms in a website Insert intelligent links and buttons in e-mails
Portal feature Extend to an Internet Portal Podio in the background Demo of the Portal
1 2 3 Go! Visit us at booth 123 Or at www.forzaconsulting.eu
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