1. Success Factors and New Concepts to Really Go Paperless Heiko Robert managing partner, ecm4u GmbH

2. Wernher von Braun “Our two greatest problems are gravity and paperwork. Gravity we could have coped with.” “Bei der Eroberung des Weltraums sind zwei Probleme zu lösen: die Schwerkraft und der Papierkrieg. Mit der Schwerkraft wären wir fertig geworden.” Wernher von Braun (23 March 1912 – 16 June 1977) leading figures in the development of rocket technology in Germany and the United States

3. even though … … he didn’t have to work paperless!

4. Promises of the ECM industry Solving problems with Limited overview Search Space for storing paper Inconsistent and redundant filing Knowledge where latest document is Access outside the office …

5. BITKOM survey [2013] 90-95% the companies in Germany are not working with ECM/DMS systems in their daily job Why? to complex / to complicated to use to expensive (process costs & implementation)

6. From our customers not simple enough Time consuming Context lacking Loosing documents Process support Guidance Tools support

7. From our customers not simple enough Time consuming Context lacking Loosing documents Process support Guidance Tools support

8. Process support Business Process != Workflow The Benchmark: Paper Open Processes: File Folder Closed Processes: Archive Easy to annotate any document

9. Process support Business Process != Workflow The Benchmark: Paper Open Processes: File Folder Closed Processes: Archive Easy to annotate any document Alfresco ???

10. looking for models document review process hub for living documents syc / async for multiple devices feedback as annotations and markup (PDF or Office format)

11. ecm4u Concepts Working Folder (as File Folder) new docs filed by business object outside (e.g. customer correspondence, invoice) Reference Files Process like file folder Assignee(s) Reviewer(s) Approver Notifications on handover

12. ecm4u Concepts Working Folder (as File Folder) new docs filed by business object outside (e.g. customer correspondence, invoice) Reference Files Process like file folder Assignee(s) Reviewer(s) Approver Notifications on handover

13. How to give Documents context?

14. ecm4u Document Queue Independant from Alfresco Source / Target can be Alfresco Accessed from / integrated in any Application Forms change on type select Form reads/writes Masta data Alfresco is one target

15. Support for file plans Automatic filing behavior (based on document types) No Java Programming / no deployment (metadata, conventions, Java Scripts) Support case counters external Master Data

16. How to handle context in Alfresco ecm4u master data controls for Alfresco Forms

17. New Concepts & Solutions Upcoming article in iX (german magazine) UI concepts & Alfresco Client alternatives PDF as best translation for paper Data vs. Documents & Combinations Master Data

18. Combine Data and Document Create PDF as digital printout attach data (and/or docs)

19. New Use Cases (Germany) electronic invoices in PDF/A containing all invoice data as XML inbound Extract data File automatically Connect with master data Outbound Create ZUGFeRD compliant PDF invoices from data and printout

20. sorely missed in Alfresco Creating and managing PDFs Support for Annotation & PDF Livecycle stored independant Integrated in basic client Worth to take a look to FileConverter Pro - X KEY tsgrp/OpenAnnotate flexpaper

21. Message Do it much more simple to use It’s all about context Process != Workflow Contact us to share & reuse best practice for business objects and processes

22. Resources About us http://www.ecm4u.de http://www.ecm-market.de