1. How to extend JD Edwards E1 with Agile Collaboration and Workflow Functionality
Session ID#: JDE
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

2. Topics Introductions Requirement for Workflow automation
Solution components
Demo & Features

3. Topics
Introductions

4. “We provide high-quality application, integration and development services related to Oracle JD Edwards and Oracle Cloud Applications.”

7. Topics
Introductions
Requirement for Workflow automation

8. 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

9. 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.

10. A comprehensive solution
Workflow / flex UI
ERP +

11. Topics Introductions Requirement for Workflow automation
Solution components

12. Solution Components
Podio =

13. 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

14. Citrix Globiflow Workflow automation component
‘Trigger – filter – action’
Add/update items
Creation of PDF’s, s
Integration of different applications
Visualize data in graphs

15. Solution Components
Podio =
Sharefile
Rightsignature
Portal

16. 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

17. Rightsignature To capture handwritten signatures
On any device, PC or Mobile
Step-by-step guided signing
Secure
Legally Binding

18. 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 and password

19. 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

20. Topics Introductions Requirement for Workflow automation
Solution components
Demo & Features

21. 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

22. Demo: Real Estate workflow / Commercials

23. Demo: Real Estate workflow / legal

24. 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 ing
The applications on Mobile devices
Speed / Flexibility of configuring workflows
Signature-capture
Webform

25. Globiflow elements Workflow builder
Trigger tasks/activities based on events
Date triggers
Connecting different applications
Update / Change Podio forms
Generating PDF’s
Sending
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 s

26. Portal feature Extend to an Internet Portal Podio in the background
Demo of the Portal

27. 1 2 3 Go!
Visit us at booth 123
Or at

28. Thank You !

29. Please complete the session evaluation We appreciate your feedback and insight Session ID#