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ECM for Apps Partner Overview Bob Crossman VP E2.0 NATO.

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Presentation on theme: "ECM for Apps Partner Overview Bob Crossman VP E2.0 NATO."— Presentation transcript:

1 ECM for Apps Partner Overview Bob Crossman VP E2.0 NATO

2 Agenda Oracle ECM Strategy ECM for Apps Problem & Solution ECM for Apps Design & Packaging ECM for Apps Integrations Resources Questions? 2

3 ECM for Applications & Middleware Best of Breed ECM Leverage Database & Middleware Consolidation & Federation Oracle ECM Strategy 3 Oracle Content Management Strategy

4 Marketing Sales Legal Finance IT HR Production Accounts Payable Regulatory Compliance IT Project Management Secure Deal Collaboration Contract Management Marketing and Brand Management Secure Research & Collaboration Project Management Information Privacy and Protection Policies & Procedures Board of Directors Claims Processing Why ECM for Apps? Business processes are driven by content…

5 Higher departmental costs: Real estate and shipping for paper storage and transportation Low productivity and increased errors due to manual processes Costly to comply with corporate audits Slower operations: Can’t attach content to workflows for escalations and approvals Hard to collaborate on content (share/review/edit) Hard to find content when you need it Lack of content integrity to efficiently re-use across other applications, websites Low visibility into process bottlenecks Headaches for IT: Application file systems have scalability, performance limitations Costly and complex to integrate “point” solutions with applications Hard to keep up with the user demands for content-enabled apps ECM for Apps Drivers 5

6 Oracle ECM for Apps Increase the agility of business processes Reduce document storage and shipping costs by eliminating paper from high transaction processes Streamline operations with advanced in-context information management for line-of-business users Free up user resources from manual search and retrieval and audits to spend on more valuable tasks Ease collaboration and communication within and beyond the enterprise using library services, web publishing and workflow Increase process visibility with real-time dashboard views

7 Finance HR Sales Oracle ECM for Apps One platform content-enables all applications Enterprise-wide: One content repository supports all applications Open and Integrated: Standards-based, productized integrations Complete: End-to-end, single vendor process automation Strategic: Built in line with Oracle Applications product strategy CONTENT MANAGEMENT

8 Oracle ECM for Apps Momentum

9 “With its Stellent acquisition, Fusion, and enterprise apps footprint, Oracle stands to take a large share of ECM integration to support the enterprise application needs of organizations.” Use ECM to Fire Up Business Processes Forrester Research, 2008

10 Attachments: Replace native application attachment document stores View and attach documents associated with application entities Provide enterprise class scalability and functionality Leverage application content throughout the enterprise Examples: call centers, employee records (reviews, benefits) Imaging: Automate paper-based processes Provide imaging, capture, workflow and document task processing High document routing and mark-up requirements Examples: Accounts payable, time & expense management, order management, employee onboarding, etc... ECM for Apps Integrations Use cases 10

11 ECM for Apps Approach Application Extension Framework & Adapters Objective: Provide a generic integration with business applications enabling customers to content-enable any application module Solution: Application Extension Framework (AXF) Lightweight infrastructure designed to enable access to content and content-centric workflow tasks to easily extend the functionality of business applications Application Adapter for AXF Generic meta-data driven plug-in for each application that passes user context and associated metadata to AXF 11

12 Minimize application footprint Provide configurable integrations to reduce customizations Minimize application footprint Provide configurable integrations to reduce customizations Productized, supported integration with Oracle Applications Componentized solution built on standards Productized, supported integration with Oracle Applications Componentized solution built on standards Bring content to the business application Reduce training and process change impact on users Bring content to the business application Reduce training and process change impact on users AXF/Application Adapter Design Seamless UI Experience Loosely Coupled Back-end Productized, not Customized

13 Application Adapter Releases E-Business Suite Adapter for ECM (Imaging and Attachments for Forms apps) PeopleSoft Adapter for ECM (Imaging) Siebel Adapter for ECM (Attachments) 13 Out Now PeopleSoft Adapter for ECM (Attachments) CY 2009 JD Edwards Adapter for ECM (Imaging and Attachments) E-Business Suite Adapter for ECM (Imaging and Attachments for OAF/HTML apps) Siebel Adapter for ECM (update) CY 2010

14 Application Adapters: $20k/CPU (based upon ECM CPUs running the Adapter) Server Licenses: X I/PM or UCM?  ECM Suite: One SKU provides comprehensive ECM infrastructure for all content-centric business needs: Attachments Imaging Workflow Web Content Management Records Management Etc. ECM for Apps Pricing Oracle Content Management 14

15 15 ECM for Apps Imaging

16 EBS & PSFT Adapters for Oracle ECM Imaging Solution Can support any PSFT application or any forms-based EBS app Key imaging markets include: Financials: Accounts Payable, Accounts Receivable, Expense Management Adapter augmented by customizable solution templates Human Resources: Employee On-boarding, Benefits Adapter workflow configurations provide most required functionality Campus Solutions (PeopleSoft): Student On-boarding, Financial Aid Image enablement integration can be provided through configuration (similar to HR solution) Certified with PeopleSoft 9.0 / PeopleTools 8.49 and E-Business Suite and 12.1 Attachments solution for PeopleSoft will be delivered by end of CY09

17 Tightly Integrated User Experience One-click access to imaged documents Retrieve associated images Access work lists Resolve exceptions etc. Oracle I/PM is launched from Application UI to:

18 Secure Annotations & Redactions Oracle I/PM Viewer Browser plug-in and zero foot print viewers Annotate any content Markups individually secured. Enforce redactions No changes to original document Supports 400+ formats Document render layer Secure annotation layer

19 Exception Handling Workflows Accelerates Financial and HR processes Augment native processes with both automated and human workflow steps Routed by task assignment to the right person Triggered by notification Automatic rules-based re- assignment, delegation or escalation if needed

20 Real-Time Process Monitoring Customizable dashboard views Real-time metrics available to managers for staffing decisions and workload shifting: Visibility into in-flight processes at the individual and aggregate level View types including real- time lists, charts and KPIs Business user friendly: - Configurable rules/alerts - User created dashboards (No programming needed)

21 E-Business Suite & PeopleSoft Adapters Imaging Solution APPLICATON ADAPTER Complete tasks and update index values Send async events (e.g. invoice saved, invoice paid) List tasks, perform tasks Access images EBS / PSFT SERVER EBS / PSFT UI I/PM WEB SERVER & BPEL I/PM VIEWER

22 22 ECM for Apps Attachments

23 E-Business Suite Adapter for Oracle ECM Attachments Solution Ad-hoc attachments: Replace native application attachment document stores View and attach documents associated with application entities Provide enterprise class scalability and functionality Leverage application content throughout the enterprise Supports any forms-based E-Business Suite application, but… Imaging solution is better suited for Financials / some HR processes Key focus markets for attachments: Procurement Contracts Order Management Asset Management Employee Records Case Management Account Opening Certified with E-Business Suite 11.x, ,

24 EBS Adapter for ECM - Attachments Easy access to attachments stored in UCM View/Edit Attachments Check-in, Scan, etc. Managed Attachments UI is launched from EBS to:

25 EBS Adapter for ECM - Attachments Document Management functionality for EBS users Check-in and attach content Auto-convert to PDF, HTML, TIFF View attachments and metadata Edit documents using native apps Automatic versioning upon save Update metadata Attach existing UCM content Detach content Delete attachment revisions Invoke content-centric workflows Publish content to web sites, portals Access content via desktop integration

26 EBS Adapter for ECM - Attachments Scanning with Oracle Distributed Document Capture Scanned Image Indexing before Automated Check In to UCM and Attachment to EBS Document Classification Maps to Scan Profile

27 Siebel Adapter for ECM Seamless access to content from within Siebel ‘Managed Attachments’ iFrame displayed from within the Siebel UI UCM check-in dialog launched from button within Managed Attachments > >

28 Seamless UI Integration Advanced ECM functionality from within Siebel Check-in and attach content Auto-convert to PDF, HTML, TIFF View attachments and metadata Edit documents using native apps Automatic versioning upon save Update metadata Attach existing UCM content Detach content Delete attachment revisions Invoke content-centric workflows Publish content to web sites, portals Access content via desktop integration

29 Siebel Adapter for ECM Scanning with Oracle Distributed Document Capture Scanned Image Indexing before Automated Check In to UCM and Attachment to Siebel Document Classification Maps to Scan Profile

30 Siebel Adapter for ECM Search and retrieve attachments User requests details on a contact from Siebel UCM returns page with list of context related attachments Siebel returns integrated view back to the user Siebel iFrame component passes URL with search parameters to UCM UCM SIEBEL CRM SSO

31 Siebel Adapter for ECM Add attachments User clicks on the attachment tab in a Siebel contact Siebel iFrame component passes URL with search parameters to UCM UCM SIEBEL CRM SSO UCM sends check- in screen directly to end user User clicks “New”, which sends a request to UCM User enters additional metadata and checks in the new attachment Siebel BC present UCM page within iFrame in the Siebel interface. Page includes button to add new attachment 5

32 32 ECM for Apps Resources

33 Oracle ECM for Apps Sales Kit Now Available: ECM for Apps E-Business Suite Adapter for ECM: Imaging - Financials ECM for Siebel: Sales | Marketing | Call Center | IT PeopleSoft Adapter for ECM: Imaging - Financials Coming Soon: E-Business Suite Adapter for ECM: Attachments PeopleSoft Adapter for ECM: Imaging - HR ECM for Siebel: Case Management > ECM > Sales Kits

34 Questions? 34 Bob Crossman Tara Palmieri

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