Alfresco Solutions Introducing Alfresco Workdesk Streamline your document-centric business processes. Build repeatable solutions John Powell Founder Alfresco

business-critical document processes Alfresco streamlines loan origination insurance claims customer invoices legal contracts government records employee forms financial reporting rich media publishing Alfresco’s combination of rock-solid document management, workflow and scalability has been proven time and again to help streamline and automate these business-critical document processes, often saving companies millions of dollars and hours of productivity. We have case study after case study of success in these document-centric business processes. With Alfresco Workdesk added to our line-up, we go even further in helping companies with document centric processes, by making it easier and faster to roll out a solution.

Collaboration-centric? Is your business-critical content challenge Process-centric? Process efficiency Cost savings Customer satisfaction Compliance Collaboration-centric? Organizational productivity Business agility Time-to-market Loan origination Claims processing Deal management Mailroom automation Employee onboarding Customer onboarding Mobile claims assessment Before we go into Alfresco Workdesk, it’s important to understand the different types of content-centric business problems. Think about which ones you have? What BUSINESS VALUE are you trying to get by looking at content solutions. Here are some examples of Process-centric content challenges – you see these in Finance, government, and really the operations of any corporation. The goal of automating these processes is Process Efficiency, Cost savings, Customer or Employee satisfaction, and compliance to processes (think Pharma or HR). Many of the analysts also call this Transactional Content Management. But some challenges are Collaboration-centric… the goal of applying technology to these processes is to gain Organizational, Team or personal productivity, business agility (make decisions faster, with better information), bring products to market faster, etc. And company compliance – record keeping, contracts, etc. Which challenges does your organization face? Content collaboration Media publishing Shared-drive replacement Mobile content management

Collaboration-centric New! Process-centric Process your document queue, access case files, audit. Defined. Collaboration-centric Browse, search, collaborate, organize, share, retain. Ad-hoc. With the introduction of Alfresco Workdesk, Alfresco now has a purpose-built solution for Process-Centric or Transactional content processes. If you think about what you want your users to do in these types of processes, you want them to work on their queue of documents and access case files that are presented in the right business context (maybe it’s an attorney who needs to approve NDAs, or a Clerk who needs to fill out the Customer Number on Contracts). It’s about efficiency. Then, you will want to audit the actions later to make sure people are following the defined process. Alfresco Workdesk was designed to make it easier to automate and streamline process-centric content challenges. But with Collaboration Centric apps, it’s much more ad-hoc. People use the application for browsing, searching, collaborating – keeping things organized into Project Sites or Team sites – sharing content (that’s why Alfresco has social features and activity feeds), and ultimately retaining and archiving content according to legal rules and risk management. Both of these are truly valuable to the enterprise – it just depends on what you need and where your greatest ROI opportunity is.

The Content Management Landscape Integrated with ERP, CRM Records retention Imaging/archiving Process-centric Transactional Content & Workflow Custom content apps Content services Document management Search, organize Sharing Mobile access Enterprise Content Platform Content Collaboration & Intranets Web Content (WCM) Web experiences Channel optimization Digital asset management Archiving

The Content Management Landscape Integrated with ERP, CRM Records retention Imaging/archiving Process-centric Case Management Alfresco Workdesk Custom content apps Content services Document management Search, organize Sharing Mobile access Alfresco platform Alfresco Share This is the mapping of the overall Content Management market to the Alfresco product portfolio. We play now in most of these different segments with Alfresco producsts: The Alfresco repository delivers a solid, scalable and performant Enterprise Content Platform which is the basis for every type of content centric application Alfresco Share is the UI for all use cases with focus around Collaboration, Intranets and pure Document Management Alfresco Workdesk is the tool of choice for process centric usecases in the area of Transactional Content Management Web Content (WCM) Web experiences Channel optimization Digital asset management Archiving

Alfresco Workdesk use cases Top 5 Global Internet Company Uses Alfresco Workdesk for deal document management for their global M&A business. Swiss Insurance Company Uses Alfresco Workdesk to process insurance claims and automate their mailroom operations. US Power Plant Uses Alfresco Workdesk to manage the document workflow for large projects. Global Investment Banking of Top 5 Intl. Bank Uses Alfresco Workdesk for deal management with 3,000 users in 50+ countries. Process Outsourcer for German Savings Banks Uses Alfresco Workdesk to automate hundreds of processes to reduce costs. MODULAR LOGO-SLIDE PROOF POINTS: Touch on the wealth of transactional content management examples… deal room, project management, mailroom automation, case management, insurance claims management, etc. Largest German Savings Bank Uses Alfresco Workdesk to manage credit files easily on any web browser, pulled from a legacy ECM environment.

The Alfresco Workdesk difference Business Role Management Who you are and your business role determines what application, content, and actions you see. Dynamic Folders & Views Folders and actions are dynamic, determined by your role in the process. 1 document can live in many views. Configuration over Coding Alfresco Workdesk is designed to be configured to your specific business needs and processes. So, what concepts allow Workdesk to be suited to streamlining business processes? It’s these three things. First, on top of just access control and document control (which Alfresco provides), Workdesk adds Business Role management, that allows you to serve-up content and actions to people based on both who they are and what their role is in a business process. Second, Workdesk has Dynamic Folders & Views. Today, if you just log into Alfresco One, Each Document lives in a Folder, in a Site… a single, specific location for each document. With Workdesk, 1 file can show-up in different folders and views based on who you are and what your context is. For example: let’s say you are an HR Director, and you need to make sure that each new-hire employee has A Current Resume, A Tax Form and A signed Confidentiality Agreement in their OFFICIAL FILE. The HR Director’s view in Workdesk is the Employee File, which contains all three files. He can verify that it is complete. The Lawyer’s view, however, might be a Folder of Confidentiality Agreements that contains ALL the confidentiality agreements for the whole company, alphabetized. That way, if the lawyer ever needs quick access, he has 1 folder to go to. There is only 1 copy of the document – but it can show up in multiple views. Finally, Alfresco Workdesk is designed for configuring your business process into it. A standard content-centric interface will take much longer to customize, through coding, to your needs. Workdesk aims to get you going quickly.

Business Roles & Dynamic Views Alfresco Workdesk enables you to see the right content, at the right time, based on your role. Standard Alfresco One web & mobile views Business Roles Personalization HR Alfresco Content Repository Here is a more visual depiction of where Workdesk sits and what it does. Using the same, robust Alfresco repository that you would use for Content-Centric applications, Workdesk adds the value of Business Roles, Personalization and dynamic views so that the right content is delivered to the right people, when it is needed. You can still use Alfresco One’s standard web and mobile views to access the repository, because it is all built on top of Alfresco. Finance Legal

Delivered anywhere you need In any web browser no client install Drag & Drop, inline editing Focus on usability (508 compliance) Add-on for advanced editing In your Office application Never leave your Office application Direct access to content & metadata Perform actions from MS-Office & other apps On your iPad and iPhone App for iOS devices All of this functionality is delivered no matter how your users want to integrate it into their personal workflows. If they are comfortable with the browser, Alfresco Workdesk offers the most featureful and customizable views. Or, if your users don’t want to leave their desktop, Alfresco Office Workdesk allows them to work their Document processes right on their Windows desktop and in popular Windows Apps, such as MS Office. They can edit metadata and perform actions right from these apps. Finally, Alfresco Mobile Workdesk brings those views to mobile workers on iPads or iPhones.

Smooth Migration: Old Client/Server to Web/Cloud Legacy Business Application Legacy ECM Repository Data Migration Phased over months To Cloud or On Premise August 8, 2012 11

Global Drugs Company uses Workdesk Drug Compliance

Global Drugs company uses WorkDesk Drug Search

Alfresco Workdesk Summary Streamlines document-centric business processes for: Process efficiency Cost savings Customer or employee satisfaction Process compliance Process your documents, access case files, have an audit trail Faster time-to-value by focusing on configuration over coding Delivered in a browser, on the desktop or on mobile devices Common Alfresco infrastructure for multiple content use cases

What is your process-centric content challenge? CONVERSATION STARTER: The point here is for sales to start a conversation with prospects – a BUSINESS conversation around business-critical content challenged. alfresco.com