Alfresco Workdesk – Technical Insights November 05, 2013 Martin Kappel

Workdesk delivers Process efficiency Cost savings Customer satisfaction Compliance Loan origination Claims processing Deal management Mailroom automation Employee onboarding Customer onboarding Mobile claims assessment

Outstanding Benefits Workdesk Office Workdesk & Mobile Workdesk Common Framework & Configuration Business Roles Flexible Configuration (Semi-) Virtual Folders

WHAT YOU SEE IS WHAT YOU NEED Outstanding Benefits Role Management Deliver content relevant to a role Avoids the noise of other content & features WHAT YOU SEE IS WHAT YOU NEED

Outstanding Benefits Virtual Views / Folders One document can live in many views Document Routing  Docs@Work

Virtual Folders Unlimited Business Views User Perspective: Documents are automatically filed in respective Case File Technical Perspective: Workdesk searches for documents

Technical vs. Business View

Outstanding Benefits Configuration over Coding Business Roles Business Views Features

Configuration Steps to build a solution Specify Business & Use Cases Define Data Model (Alfresco) Configure Business Views and Templates Configure Case Files and Features Assign Solution Artifacts to Business Roles

Plugin Concept Everything is represented through Plugins Based on Java Classes Different types of Plugins Master Plugins Record Plugins Document Plugins

Plugin Concept Master Plugins Record Plugins Document Plugins

Architecture Alfresco Repository Users & Groups Security Alfresco Share Alfresco Workdesk Office Workdesk Alfresco Repository Users & Groups Security & Access Control Content Model & Rules Content

Scenario Overview On-Premise On-Premise Cloud W i n d p a r k Windmills W i n d p a r k Windmill Management Issue Reports Fault Registration I s s u e R e p o r t s Cloud Field Worker

Insight!