Alfresco Lunch & Learn by Zia May 2011

Lunch & Learn Washington, DC

Mike Mahon, President, mike@ziaconsulting.com Cell: 720.289.7424

Pat Myers, VP, pmyers@ziaconsulting.com

Eric Harper, Director, eharper@ziaconsulting.com

Agenda

• Zia Overview

• Solutions

• Document Scan & Email Archival for Small Departments

• RFP Management in Share Overview

• Mobile Enablement with CMIS & Alfresco

• Agile Workflow

• Use Alfresco like a Share Drive

• Large Scale Scanning (Mailroom automation)

• Tie it Together

• Q & A

Who is Zia?A firm with deep technical expertise & strategic insight, coupled with our Agile software methodology, provides numerous benefits to our customers:

Benefits• Achieve ROI by delivering improved operational efficiencies

• Boost productivity by creating collaborative work environments

• Maintain access and control of information through the enterprise

• Allow employees to find the information they need, when they need it

• Increase end-user adoption

• Agile training by using Zia methodology and Rally tools

• Raving fan customers

Professional Qualifications• Highly-experienced, accredited senior staff consisting of Business Analysts,

Enterprise Architects, Software Engineers and Data Architects

• Platinum Alfresco Professional Services & OEM Partner

• Platinum Ephesoft Partner

• Alfresco Partner of The Year Award for Best Project Implementation with Denver

• IBM Partner

Our Partners

Enterprise Content Management (ECM)

Enterprise 2.0 Solutions

Enterprise Mobile Applications

At its heart, our Agile-based methodology is centered on a close collaborative approach to maximizing value for our customers. Constant client communication is necessary to ensure that each development iteration addresses features with the highest business value, even if those features were unknown at the launch of the project.

Zia’s Agile Solution Methodology

Mobile workforce enablement is an increasing trend for Zia’s enterprise customers. Zia’s Fresh Docs ECM application is available for iPhone, iPad and Android platforms. The newly released Fresh Xpense application is a simple expense and receipt capture tool for the iPhone that integrates with Xpenser.com.`

The focus of technology should always be on people. Zia enables our customers to gain tremendous competitive advantage by allowing their team to collaborate more effectively, respond more quickly to changes, and make better decisions. Adopters of Enterprise 2.0 solutions will find they have a more productive, engaged and informed team.

An ECM is a cultivation of knowledge -- one of the most valuable assets to any organization. A proper ECM system ensures content has integrity through proper version control, allows producers to easily create content and publish it to a variety of mediums, and it automates processes, streamlining the review, approval and distribution of content across an organization. Zia's ECM offerings provide all of these benefits, and more, in a manner tailored to the client's business needs.

Service Offerings

Why choose Alfresco?Open Source & Open Standards!

Cost

Users Development and Support

Technical

Easy to Use Integration with existing work ‘metaphors’ Secure

Developer Availability - XML and Spring Open Source – leverage the work of others Availability of qualified Professional Services

Direct Cost Savings Socket-based Licensing Built-in Web Service support Indirect Cost Savings

Productivity Simplicity

Perfect Fit for our Technical Goals Features to solve our complex integration

needs Proven ability to Scale Commodity Hardware Support for Virtualization

Fresh Capture:

Catch and Release Tool for Scanned Docs, Emails & Records

Archive and Store Email & Attachments

Intelligent Document Capture

Work through a capture queue and assign metadata

Release into Alfresco and store as a record

Search ResultsSearch locations, sort by relevance, metadata and index

information results

Social Content Use Case:

RFP Management using Zia’s Simple Workflow Tool

Site DashboardRecent activity, Project Status, Colleagues

Site DashboardMy Tasks

RFP Collaboration

RFP Collaboration

RFP Collaboration

Fresh Docs: Mobile ECM

Easily skinned for your organization

Mobile Browse and Search iPad and iPhone

Email PDF

Customized and Branded Experience

Customizable and Branded experience to access your ECM on Tablet and Mobile Devices

Agile Workflow Solution:

Biz Processes defined in workflow can be difficult to define, implement and adopt

Agile Workflow with Fresh Process:What does it do?

Pre-packaged Workflow Processes built into system

Securely Integrates with CRM & Business Systems

Rules-driven Task Assignment & Easily Customized Metadata

Dashboard of real-time view of all contracts, cases and policies

Business Intelligence Integration

Electronic Signatures

Contract Automation Architecturewith Fresh Process

AlfrescoBusiness & CRM

Integration

Purchase Order

Bootstrap Workflow

Expenditure Contracts

5 Workflows

Revenue Contracts

4 Workflows

Scanned Paper

Signatures

Electronic Signatures

Requisition

Workflow Initiation Web Service

RFP Workflow

Start Advanced Workflow (Manual)

Start Contract Workflow

Review Contract Request Task

Fast forward to Vendor Signature Task

Process Dashboard

Contract Approval Task (with Electronic Signature)

How do I connect to a remote repository like a network drive?

Use a CMIS Client like Adobe Drive to connect

Securely Connect to Your Remote Servers

Use Alfresco Like Your Share Drive

Servers are shown connected in Finder or as Mapped Drive on

Windows

Check-in/Check-out

Leverage Folder-based rules to extend functionality and map current

processes

Large Scale Mailroom Automation with Alfresco and Ephesoft

Ephesoft: Intelligent Document Capture

• Content Classification and Separation• No Separator Sheets, no Barcode

• Classify correspondence or letters

• Advanced Extraction

• Fixed Form or Free Form extraction• Fuzzy Database-document matching

• Runs on Cloud and Data Centers• Web-based User Interface

• Supports Cloud infrastructure

Intelligent Document Capture

Old Way Ephesoft Way

License could cost $100K+ Zero Cost, No License Fees

Priced by images & users No limits on images and users

Proprietary Software(Vendor Lock-in)

Open Source(No Risks)

Fortune 1000 Fortune 50,000

99% Thick Client1% Thin Client

100% Thin Client100% Web Based

Runs only on Windows Runs on Windows, Linux, Oracle, IBM

Commercial OCR Commercial & Free OCR

Ephesoft in action

Loan Application

Tax Returns Claims Credit Card Application

Letters or Corresponden

ce

Step 3. Classify incoming documentsStep 2. The system learns the

categories

Step 1. Identify and collect samples

SSN

FEIN

SSN

DATE

Policy #

Claim ID

SSN

Date of Birth

Date

Account #

FaxPaper E-mail

Step 4. Extract required metadata

How do I tie it all together?

How Do I Tie it Together?

Create a focused, management or labor intensive problem to solve.

Perform an assessment

Use an Agile Approach

Get a Win

Sell the win to the executive team

Organically Grow The Success

Questions & Answers:

Mike Mahon, President & CEO303.443.4004 x203mike@ziaconsulting.comhttp://www.ziaconsulting.com/