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Alfresco Workdesk – Technical Insights
November 05, 2013 Martin Kappel
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Workdesk delivers Process efficiency Cost savings
Customer satisfaction Compliance Loan origination Claims processing Deal management Mailroom automation Employee onboarding Customer onboarding Mobile claims assessment
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Outstanding Benefits Workdesk Office Workdesk & Mobile Workdesk
Common Framework & Configuration Business Roles Flexible Configuration (Semi-) Virtual Folders
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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
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Outstanding Benefits Virtual Views / Folders
One document can live in many views Document Routing
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Virtual Folders Unlimited Business Views
User Perspective: Documents are automatically filed in respective Case File Technical Perspective: Workdesk searches for documents
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Technical vs. Business View
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Outstanding Benefits Configuration over Coding Business Roles
Business Views Features
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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
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Plugin Concept Everything is represented through Plugins
Based on Java Classes Different types of Plugins Master Plugins Record Plugins Document Plugins
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Plugin Concept Master Plugins Record Plugins Document Plugins
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Architecture Alfresco Repository Users & Groups Security
Alfresco Share Alfresco Workdesk Office Workdesk Alfresco Repository Users & Groups Security & Access Control Content Model & Rules Content
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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
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Insight!
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