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 & PackagingECM for Apps IntegrationsResourcesQuestions?2
3 Oracle Content Management Strategy Oracle ECM StrategyECM for Applications & MiddlewareBest of Breed ECMLeverage Database & MiddlewareConsolidation & FederationECM for Apps is one of our key sales plays for FY10, and over the next few months you’ll see a lot of increased activity in this area, with a new Siebel adapter release, and upcoming releases for PeopleSoft and E-Business Suite.One of the reasons why apps integrations are so important for our business and a cornerstone of our ECM strategy, is that they present a unique opportunity for us in the marketplace. When you look at where Stellent traditionally excelled, it was in the areas of being a best in class ECM solution, with consolidation and federation being its key differentiators.As a part of Oracle, these remain important focus areas, but more emphasis is now being placed on the left hand side of the diagram, on the value of integrating ECM with Oracle technologies brings to our customers. The reason for this is simple; we are the only solution on the market that is able to offer customers content management and applications from one vendor, on one platform, with an integrated product direction. As time progresses, and we see the release of Fusion Applications, this value will become increasingly apparent and provide a clear competitive advantage in the market.33
4 Why ECM for Apps? Business processes are driven by content… Marketing and Brand ManagementProject ManagementSecure Research & CollaborationInformation Privacy and ProtectionProductionMarketingSecure Deal CollaborationHRSalesPolicies & ProceduresContract ManagementITStepping back a bit, let’s take a look at the value proposition of content-enabling applications. When you look at the processes that run through an organization, many of them are driven by, or heavily dependent upon unstructured content.From Finance, to Human Resources, to Legal, to Sales and Marketing, all aspects of an organizations business have to deal with managing content through a business process. However, most of the systems and business applications that support these processes don’t provide for integrating content within the context of their operations. As a result, departments look for finding ways to map content to their processes, which usually don’t fit the natural flow of tasks. , file servers, application file storage systems, workspaces, or even a continued reliance on paper documents have all been used in conjunction with business applications to varying degrees of success, but all feature their own set of limitations that are consistent with typical ECM business pains.LegalIT Project ManagementRegulatory ComplianceFinanceAccounts PayableBoard of DirectorsClaims Processing44
5 ECM for Apps Drivers Higher departmental costs: Real estate and shipping for paper storage and transportationLow productivity and increased errors due to manual processesCostly to comply with corporate auditsSlower operations:Can’t attach content to workflows for escalations and approvalsHard to collaborate on content (share/review/edit)Hard to find content when you need itLack of content integrity to efficiently re-use across other applications, websitesLow visibility into process bottlenecksHeadaches for IT:Application file systems have scalability, performance limitationsCostly and complex to integrate “point” solutions with applicationsHard to keep up with the user demands for content-enabled appsThe result of the inability to manage content within the context of business applications and processes leads to a number of issues; From a departmental level, it results in higher costs and slower operations, and for IT, it presents a number of headaches. I’ve listed a few of them here, but they’re pretty much the drivers we see for companies looking to image-enable their financials or HR systems, or for companies looking to integrate content within their CRM systems, or attach documents to workflows with order management, and so forth. If you’re familiar with our sales plays in I/PM for E-Business Suite or ECM for Siebel, you’ve seen this kind of stuff before.55
6 Oracle ECM for Apps Increase the agility of business processes Reduce document storage and shipping costs by eliminating paper from high transaction processesStreamline operations with advanced in-context information management for line-of-business usersFree up user resources from manual search and retrieval and audits to spend on more valuable tasksEase collaboration and communication within and beyond the enterprise using library services, web publishing and workflowIncrease process visibility with real-time dashboard viewsSo, from a departmental level, the value of Oracle ECM for Apps really comes from being able to reduce costs and streamline operations.Getting rid of paper results in itself results in immediate savings, but it’s really in the area of process efficiency where much of the market is focused now. The ability for Oracle ECM to provide a centralized repository for all application-related content, surface it within the context of a business application, where it can be modified and collaborated upon, and then send it off via workflow for review and approval, ends up saving valuable time in the course of operations. So, in an area like accounts payable, we see processing times cut in half, which means not only that employees are more productive which saves labour costs, but it also means that the financials department lowers it operational costs by being able to take advantage of things like vendor discounts.These types of metrics are the same whether it be employee on-boarding in HR, event planning and execution in Marketing, or contract management in Sales.6
7 Oracle ECM for Apps One platform content-enables all applications Enterprise-wide:One content repository supports all applicationsOpen and Integrated:Standards-based, productized integrationsComplete:End-to-end, single vendor process automationStrategic:Built in line with Oracle Applications product strategyFinanceHRSalesFor IT, Oracle ECM for Apps provides the ability to simplify IT infrastructure, maximize existing investment, and have the peace of mind of knowing that they’ve made a strategic investment.With a centralized ECM platform to content-enable all apps, IT can use a shared services model to integrate content within a wide array of apps to meet specific use cases, but centralize the administration. So, it no longer needs to worry about integrating and managing a variety of point solutions that integrate with departmental apps, which add system complexity and make it difficult to strategically plan long term for infrastructure expansion.Oracle ECM for Apps also offers an end-to-end, single vendor solution for applications, content management, and process automation, simplifying vendor maitenence and support, and providing the knowledge that they’re well set up for Fusion Applications and Applications Unlimited, with Oracle ECM providing the content engine for those releases.CONTENT MANAGEMENT
9 <Insert Picture Here> Use ECM to Fire Up Business ProcessesForrester Research, 2008“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.”9
10 ECM for Apps Integrations Use cases Attachments:Replace native application attachment document storesView and attach documents associated with application entitiesProvide enterprise class scalability and functionalityLeverage application content throughout the enterpriseExamples: call centers, employee records (reviews, benefits)Imaging:Automate paper-based processesProvide imaging, capture, workflow and document task processingHigh document routing and mark-up requirementsExamples: Accounts payable, time & expense management, order management, employee onboarding, etc...There are two use case scenarios how we approach the market with our apps integrations. First, is ad-hoc attachments, which is the use case which you often see in front-office operations such as sales, marketing, call centers, and some HR functions. Here, the use case is centered around lower volumes of content that are being produced by a small number of people, but sometimes consumed by a wider audience. In this case, we may also be replacing a native file store that once was adequate, but as business needs have changed, has not kept up with user and IT requirements.The second use case is around high volume document processing. This is really for back-office, heads down operations, where the whole objective is to process content that usually starts in paper form as fast and efficiently as possible. Workflows tend to be more complex, with more emphasis on routing and exception handling. You see this use case in financial operations, employee and student on-boarding and order management.1010
11 ECM for Apps Approach Application Extension Framework & Adapters Objective:Provide a generic integration with business applications enabling customers to content-enable any application moduleSolution:Application Extension Framework (AXF)Lightweight infrastructure designed to enable access to content and content-centric workflow tasks to easily extend the functionality of business applicationsApplication Adapter for AXFGeneric meta-data driven plug-in for each application that passes user context and associated metadata to AXFOur approach to solving these different business problems is to release a set of application-specific adapters based upon a standardized application extension framework, that are open and customizable to a specific customer use case.So, the AXF can be viewed as the infrastructure piece that enables the plumbing, or adapter to connect the application system and Oracle ECM.11
12 AXF/Application Adapter Design Seamless UI ExperienceBring content to the business applicationReduce training and processchange impact on usersLoosely CoupledBack-endMinimize application footprintProvide configurable integrations to reduce customizationsThere are 3 main value statements around our integration design:The first is based on a seamless UI experience, where the user is exposed to content within the context of their normal operations and within the context of the business application UI. This is a key selling point for departmental users, and an expectation about how content management should be exposed to them; in many ways, they don’t want to know that their leaving their application environment. We attempt to support this experience as much as possible.As opposed to a tightly-integrated front-end, we approach back end integration oppositely. Here we use a loosely-coupled approach, leveraging web services to minimize hard coding between the two systems. The expectation here is that an ECM system should not impact the management of the application environment, to ensure system integrity and present minimal disruptions for maintenenance and upgrades.Finally, we provide a productized, supported integrations based on open standards, so that there is less ongoing reliance on services, which is something we see in competing point ECM solutions, and customers have the ability to extend and customize their systems as they see fit.Productized, supported integrationwith Oracle ApplicationsComponentized solution built on standardsProductized,not Customized
13 Application Adapter Releases Out NowE-Business Suite Adapter for ECM (Imaging and Attachments for Forms apps)PeopleSoft Adapter for ECM (Imaging)Siebel Adapter for ECM (Attachments)CY 2009PeopleSoft Adapter for ECM (Attachments)CY 2010JD 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)1313
14 ECM for Apps Pricing Oracle Content Management 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:AttachmentsImagingWorkflowWeb Content ManagementRecords ManagementEtc.Finally, just a bit on packaging and pricing. The price for the upcoming adapters will remain consistent with the E-Business Suite and Siebel Adapters, at $20k per ECM CPU running the Adapter.One thing that is important to note is that with the upcoming release of I/PM 11g, the issue we’ve had about which technology to go with should no longer be a key concern. The value we are presenting to the market is a platform for content-enabling Oracle applications, and now that our ECM platform will be consolidated, the direction is to promote ECM Suite as the licensing option, and then work out which integration to show the customer based on their use case.The strategic value for customers is in purchasing the Suite, as it provides the ability to content-enable any Oracle Application they choose, and can support the widest variety of use cases.1414
16 EBS & PSFT Adapters for Oracle ECM Imaging Solution Can support any PSFT application or any forms-based EBS appKey imaging markets include:Financials:Accounts Payable, Accounts Receivable, Expense ManagementAdapter augmented by customizable solution templatesHuman Resources:Employee On-boarding, BenefitsAdapter workflow configurations provide most required functionalityCampus Solutions (PeopleSoft):Student On-boarding, Financial AidImage enablement integration can be provided through configuration (similar to HR solution)Certified with PeopleSoft 9.0 / PeopleTools 8.49 and E-Business Suite and 12.1Attachments solution for PeopleSoft will be delivered by end of CY0916
17 Tightly Integrated User Experience One-click access to imaged documents Oracle I/PM is launched from Application UI to:Retrieve associated imagesAccess work listsResolve exceptionsetc.Once imaged documents have been committed to I/PM, I/PM then pushes them through to Oracle E-Business Suite with whatever metadata have been attached to documents via the capture process. With the I/PM integration, native E-Business Suite UI functions are leveraged to ease user adoption and accelerate processing. For example, to call up an invoice via the Payables Workbench, icons such as the zoom key or the paperclip attachment are used to expose the image.Additional menu items can be added to the Workbench UI such as ‘Search Vendor Documents’, which exposes the I/PM concept of Saved Searches, where all imaged documents with shared criteria will be available for access from one virtual folder. For example, if you search on a vendor name, it will display all documents stored in I/PM; invoices, contracts, purchase orders and so on.The final piece of UI integration comes by way of a task viewer and a task list to work through lists of images such as invoices. It includes process related and exception handling commands to facilitate faster and more efficient processing; these commands are provided via out-of-the box solution templates that are fully customizable based on a specific customer use case. We’ll cover more about these solution templates when we look at the E-Business Suite Adapter for I/PM.
18 Secure Annotations & Redactions Oracle I/PM Viewer Browser plug-in and zero foot print viewersAnnotate any contentMarkups individually secured. Enforce redactionsNo changes to original documentSupports 400+ formatsWhen an invoice image is opened up via E-Business Suite, it launches the I/PM Viewer. The Viewer is a web-based application that enables you to view, annotate and mark-up images. You can highlight, make sticky notes, add redactions and so forth. These mark-ups are stored as layers on top of the native document that is stored in the I/PM repository. So, the original document remains untouched. These layers are also secured with the ability to relate them to permissions, which helps to adhere with corporate compliance guidelines. For example, information concealed by redactions can be made viewable only to those who are AP managers, but not clerks.Secure annotation layerDocument render layer
19 Exception Handling Workflows Accelerates Financial and HR processes Augment native processes with both automated and human workflow stepsRouted by task assignment to the right personTriggered by notificationAutomatic rules-based re-assignment, delegation or escalation if neededOracle IPM includes a restricted use license of the Business Process Management Suite. This includes the BPEL Process Manager, which complements the existing workflows available in Oracle E-Business Suite, but does not replace or duplicate functionality.So, for example in Oracle Financials Release 12 you have workflows for coding and distributions and approvals of invoices, so we don’t replace that. Instead, I/PM will handle the front-end workflow of getting the invoice into the Financials system, and from there the Financials workflow can take over.However, earlier releases of Oracle Financials don’t have as advanced workflow capabilities, and here I/PM will step in to cover those gaps in task assignment, routing and approvals.
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 levelView types including real-time lists, charts and KPIsBusiness user friendly:- Configurable rules/alerts- User created dashboards (No programming needed)Through it’s integration with Oracle Business Activity Monitoring, I/PM offers real-time visibility into financial processes. Leveraging BPEL’s integration with BAM, sensors can be input along workflows to trigger reports and provide dashboard views of key metrics via BAM’s highly customizable UI. For business managers, it’s a valuable tool to gain insight into bottlenecks, and be able to take action to ultimately reduce cycle times.
21 E-Business Suite & PeopleSoft Adapters Imaging Solution List tasks, perform tasksAccess imagesI/PM VIEWEREBS / PSFT UIAPPLICATON ADAPTEREBS / PSFT SERVERI/PM WEB SERVER & BPELLet’s take a look how the Adapter works.Accounts payable clerks often have to search for invoices submitted by a particular vendor – the clerk enters the vendor information into the PeopleSoft Payables Invoice Workbench and executes the search.The scanned invoice is accessible via the PeopleSoft UI. Organizations can also secure the integrations – exposing different menus to different PeopleSoft responsibilities.Clicking on the menu item executes a search in Oracle I/PM passing the supplier number of the selected invoice as the parameter to the search. The search returns all the correspondence, such as contracts or W9s, or invoice images that have been received from this supplier. The documents are opened in the Oracle I/PM viewer allowing the user to annotate the document if necessary e.g. to post a note about an incorrect address.The search that is executed as well as the mapping between the record information that is being displayed and the search parameters in Oracle I/PM is configured via the Adapter. This approach allows additional searches to be made available e.g. during invoice data entry the organization may also want to be able to search for all invoice images from a vendor that have the same invoice number to validate whether a new invoice is a duplicate or a re-submission.Send async events (e.g. invoice saved, invoice paid)Complete tasks and update index values
22 <Insert Picture Here> ECM for Apps Attachments22
23 E-Business Suite Adapter for Oracle ECM Attachments Solution Ad-hoc attachments:Replace native application attachment document storesView and attach documents associated with application entitiesProvide enterprise class scalability and functionalityLeverage application content throughout the enterpriseSupports any forms-based E-Business Suite application, but…Imaging solution is better suited for Financials / some HR processesKey focus markets for attachments:Procurement ContractsOrder ManagementAsset ManagementEmployee RecordsCase ManagementAccount OpeningCertified with E-Business Suite 11.x, ,23
24 EBS Adapter for ECM - Attachments Easy access to attachments stored in UCM Managed Attachments UI islaunched from EBS to:View/Edit AttachmentsCheck-in, Scan, etc.
25 EBS Adapter for ECM - Attachments Document Management functionality for EBS users Check-in and attach contentAuto-convert to PDF, HTML, TIFFView attachments and metadataEdit documents using native appsAutomatic versioning upon saveUpdate metadataAttach existing UCM contentDetach contentDelete attachment revisionsInvoke content-centric workflowsPublish content to web sites, portalsAccess content via desktop integration
26 EBS Adapter for ECM - Attachments Scanning with Oracle Distributed Document Capture The solution also provides an integration with ODDC … this enables EBS users to do ad-hoc scanning and attaching to EBS entities any documents they receive in paper form. Document Classification is mapped to Scan profile via configuration and allows scanning at different resolutions or color settings for different document types without user intervention. The ODDC web interface allows image manipulation as well as indexing, with the ability to pre-fill index values passed over from EBS, or facilitate database lookups for picking index values, etc… the scanned image is then sent to UCM and automatically attached to the EBS entity from which the user invoked the Scan operation.Document Classification Maps to Scan ProfileScanned Image Indexing before Automated Check In to UCM and Attachment to EBS
27 Siebel Adapter for ECM Seamless access to content from within Siebel Siebel Files attachment screens provide view of ECM contentInline viewing of documents in Oracle ECM from within SiebelAccess to Siebel content via desktop applicationsDesktop integration provides folder access to Siebel content managed in Oracle ECM from Windows Explorer, MS Outlook, and Lotus NotesBroad suite of ECM services applied to Siebel contentRM, DAM, WCM, Imaging, Archiving>‘Managed Attachments’ iFrame displayed from within the Siebel UIUCM check-in dialog launched from button within Managed Attachments>
28 Seamless UI Integration Advanced ECM functionality from within Siebel Check-in and attach contentAuto-convert to PDF, HTML, TIFFView attachments and metadataEdit documents using native appsAutomatic versioning upon saveUpdate metadataAttach existing UCM contentDetach contentDelete attachment revisionsInvoke content-centric workflowsPublish content to web sites, portalsAccess content via desktop integration
29 Siebel Adapter for ECM Scanning with Oracle Distributed Document Capture The solution also provides an integration with ODDC … this enables Siebel users to do ad-hoc scanning and attaching to Siebel entities any documents they receive in paper form. Document Classification is mapped to Scan profile via configuration and allows scanning at different resolutions or color settings for different document types without user intervention. The ODDC web interface allows image manipulation as well as indexing, with the ability to pre-fill index values passed over from Siebel, or facilitate database lookups for picking index values, etc… the scanned image is then sent to UCM and automatically attached to the Siebel entity from which the user invoked the Scan operation.Document Classification Maps to Scan ProfileScanned Image Indexing before Automated Check In to UCM and Attachment to Siebel
30 Siebel Adapter for ECM Search and retrieve attachments User requests details on a contact from SiebelSIEBEL CRM1SSO2Siebel returns integrated view back to the user4Siebel iFrame component passes URL with search parameters to UCM3UCM returns page with list of context related attachmentsUCM
31 Siebel Adapter for ECM Add attachments 1User clicks on the attachment tab in a Siebel contactSIEBEL CRMSiebel BC present UCM page within iFrame in the Siebel interface. Page includes button to add new attachment23User clicks “New”, which sends a request to UCMSiebel iFrame component passes URL with search parameters to UCMSSOUCM sends check-in screen directly to end user45User enters additional metadata and checks in the new attachmentUCM
33 Oracle ECM for Apps Sales Kit Now Available:ECM for AppsE-Business Suite Adapter for ECM:Imaging - FinancialsECM for Siebel:Sales | Marketing | Call Center | ITPeopleSoft Adapter for ECM:Coming Soon:AttachmentsImaging - HRCase Management> ECM > Sales Kits
34 Questions? Bob Crossman Robert.firstname.lastname@example.org Tara Palmieri 34