Current State of Play TechnologyOne ECM · TechnologyOne ECM Current State of Play General Manager, ECM. ... Student Engagement 14 fields CRM Activity 30 fields Asset Asset Register,

Commercial in confidence May 2014

Geoff Moore

TechnologyOne ECM Current State of Play

General Manager, ECM

Our enterprise vision

The power of a single, integrated enterprise solution

Simple path forward to embrace the future

• Cloud

• Smart mobile devices

• Other technologies and innovations

Ci Anywhere Deployed

❏ Noosa Shire Council❏ South Waikato District Council❏ New Plymouth District Council❏ City of Greater Bendigo❏ City of Melton❏ City of Bayswater❏ City of Fremantle❏ Palerang Council❏ Federation University❏ Central Highlands Regional Council❏ Cassowary Coast Regional Council❏ Rockhampton City Council❏ Minda❏ City of Casey❏ Campaspe Shire Council

Customer Uptake

Legacy Only

❏ Sunshine Coast Council❏ City of Kalgoorlie-Boulder

✓ Search

✓ Task-list

✓ Business Process Management **

○ (New Workflow for ECM)

✓ Add To ECM

✓ Check-out

○ Local, Shared, OneDrive, GoogleDrive, Box,

Dropbox

✓ Check-in

○ Local, Shared, OneDrive, GoogleDrive, Box,

Dropbox

CiAnywhere User Functionality

✓ TechOne Connect

○ email capture and workflow action

✓ Connected Content

✓ Social Media capture

○ Twitter and Facebook

✓ Bulk Action Processing

○ send, relate, lock

✓ Bulk Registration of documents

✓ Personal Saved Searches

✓ Respond

✓ ECM Configuration✓ Connected Content Configuration✓ Rendering Queue Maintenance✓ Index Maintenance✓ Index Linking✓ Index Entry Security Maintenance✓ Quick Add Profile Maintenance✓ Content Management Interoperability Service ✓ Call Type & Call Site maintenance✓ Mime Type Maintenance

CiAnywhere Administration Functionality

Demo

Demo


Geoff Moore

Social Media


Demo

Demo


Facebook C# SDK

The Facebook C# SDK is an open source wrapper for the Facebook FQL and Open Graph APIs. It has been used to simplify the process of retrieving and parsing Facebook posts.

Documentation: http://facebooksdk.net/docs/reference/SDK/Download: <via nuget>

Facebook also provides an online tool called the Graph API Explorer which can be used to help construct queries for the C# SDK: https://developers.facebook.com/tools/explorer Note that FQL does not provide the ability to form traditional joins. Instead, subqueries are used to return multiple result sets. http://stackoverflow.com/a/7990327/522859

http://facebooksdk.net/docs/reference/SDK/



https://developers.facebook.com/tools/explorer



http://stackoverflow.com/a/7990327/522859



Operator - Finds tweets...twitter search: containing both "twitter" and "search". This is the default operator."happy hour": containing the exact phrase "happy hour".love OR hate: containing either "love" or "hate" (or both).beer -root: containing "beer" but not "root".#haiku: containing the hashtag "haiku".from:alexiskold: sent from person "alexiskold".to:techcrunch: sent to person "techcrunch".@mashable: referencing person "mashable"."happy hour" near:"san francisco": containing the exact phrase "happy hour" and sent near "san francisco".near:NYC within:15mi: sent within 15 miles of "NYC".superhero since:2010-12-27: containing "superhero" and sent since date "2010-12-27" (year-month-day).ftw until:2010-12-27: containing "ftw" and sent up to date "2010-12-27".movie -scary :): containing "movie", but not "scary", and with a positive attitude.flight :( : containing "flight" and with a negative attitude.traffic ? : containing "traffic" and asking a question.hilarious filter:links : containing "hilarious" and linking to URLs.

Twitter - filters

Demo

Demo


Geoff Moore

Connected ContentRecords Management for ERP and Operational Systems


What does Connected Content do?

ECM Document Repository

✓ Automatic capture and registration

✓ Reduce document copies✓ Improve audit✓ Compliance and governance

One place to store … one place to search

ECM the default document repository for all TechnologyOne products

What Indexes are included*

StudentStudentEngagement14 fields

CRM Activity30 fields

AssetAsset Register, Number, Description

Application7 fields

ContractProfile, Number, Description, Stage, Effective Date

CreditorChart Name, Account Number, Description, Status, ABN

CRM Contact14 fields

Customer9 fields

DebtorChart Name, Account Number, Description, Status, ABN

EmployeeEmployee Id, Name, Class, Status

InfringementId, No, Type, Date, Offence Code, Status

Land8 fields

PartyProfile, Profile No, Party No, Desc, Cust/Supplier Info

ProductCatalog Code, Product No, Description, Type

ProjectWorks System, Project Code, Description

Property11 fields

SupplierCatalog Code, Profile, Desc, Account No, Ledger Code

Attachment

How does Connected Content work

Financials ADF ECM

Chart Account

Maintenance

Attachment Control for

Chart Account

ADF Attachment

table

Server Folder

Add File

Save

Connected Content DP


Financials ADF ECM

Chart Account

Maintenance

Attachment Control for

Chart Account

Product Entity Metadata Retrieval

ADF Attachment

table

Server Folder

Metadata Syncing

ECM Metadata

ECM Incache

AttachmentsCapture

Server Folder Housekeeping

Add File

Save

Product Entity Details

Create/Update Indexes

Copy document to ECM


Ci Anywhere

Delete document

Connected Content DP


P&R Proformas ADF ECM

Proforma Document Generation

Proforma Entity

Attachments

Product Entity Metadata Retrieval

ADF Attachment

table

Server Folder

Metadata Syncing

ECM Metadata

ECM Incache

AttachmentsCapture

Server Folder Housekeeping

Add File

Product Entity Details


Copy document to ECM


Ci Anywhere

Delete document

Proforma Document

table

Proforma Attachment DP Engine

Save

Demo

Demo


Geoff Moore

TechnologyOne ECM

Future DevelopmentsFor a Cloud first, Mobile First World


Our vision

We build and deliver truly great products and great services that transform business and make life simple for our customers.

Transforming business, making life simple

The future of enterprise software, today

Cloud computing

TechnologyOne CloudEnterprise software as a service

Enterprise software, incredibly simple

Smart mobile devices

Ci AnywhereAny device. Any where. Any time

• All future development projects depicted in the following roadmap are subject to change

• TechnologyOne recommends that sites make deployment timing decisions based on actual delivered software not target delivery dates.

Disclaimer

Mar-Apr 2015 May-Jun 2015 Jul-Aug 2015 Future

2015 B 2016 AProve Content Management Interoperability Service

Status: Draft April 2015

Prove CMIS capabilityCo

re

Build and document sample code for utilising CMIS Web Service with ECM


2015 B 2016 ANew Workflow Phase 2



re

Progression of effort to replace existing ECM Workflow with TechnologyOne BPM Workflow

New Workflow Phase 2Co

re New Workflow Phase 3


re

Core


2015 B 2016 ASentence and Destruction



re

Lift of existing functionality to CiA


re

Sentence and Destruction (DeZope)Cl

assic

New Workflow Phase 3


re

Core


2015 B 2016 AFiltering from Index Tags



re

Ability to use an index tag to filter or change the search result from the Document Search card/thumbnail view


re


assic

Filtering from Index TagsCo

re



re

Core


2015 B 2016 ABack Office RM Functions Part 2



re

Replace ECM Configuration screens that presently use Classic and CiNew reporting services for CiA data


re


assic


re

Back office RM Functions Part 2Cl

assic



re

Core


2015 B 2016 AData Migration - Import and Export



re

Delivery of ECM import and Export


re


assic


re


assic

Data MigrationConstructionCl

assic



re

Core


2015 B 2016 AIndex Management



re

- Create Indexes- Manage indexes- Replace Indexes- ‘Link’ indexes


re


assic


re


assic


assic

Index ManagementBa

cken

d



re

Core


2015 B 2016 AAccess Replacement



re

Ensure CMIS supports and can replace the Access module.


re


assic


re


assic


assic

Index ManagementBa

cken

d

Access Replacement

(CMIS)Clas

sic



re

Core


2015 B 2016 AMy QAPs



re

- Provide a user the ability to define the indexes and metadata against an existing QAP

- Provide the ability to apply a set of index entries from a Personal tag

- Provide the ability to register a document on the basis of another document


re


assic


re


assic


assic

Index ManagementBa

cken

d

Access Replacement

(CMIS)Clas

sic


re

My QAP’sCore


re


2015 B 2016 ATechOne Connect Enhancements



re

Provide additional T1 Connect secondary commands, eg Index entry, use tags, use My QAPs


re


assic


re


assic


assic

Index ManagementBa

cken

d

Access Replacement

(CMIS)Clas

sic


re

My QAP’sCore

T1 Connect EnhancementsCo

re


re


2015 B 2016 ACloud File Picker & More Collaboration Environments



re

- Provide a single file picker for all cloud storage environments

- Provide additional cloud support including dropbox, box, accellion, owncloud and sugarsync


re


assic


re


assic


assic

Index ManagementBa

cken

d

Access Replacement

(CMIS)Clas

sic


re

My QAP’sCore


re

Cloud File Picker and new supportCo

re


re


2015 B 2016 AOutlook ‘app’ for Office 365



re

Build a demonstrable addin/app for Outlook 365


re


assic


re


assic


assic

Index ManagementBa

cken

d

Access Replacement

(CMIS)Clas

sic


re

My QAP’sCore


re


re

Outlook 365 Addin

- SKO

Core


re


2015 B 2016 AAccessibility Support (WCAG)



re

Make ECM User eXperience changes to meet the WCAG AA standard.


re


assic


re


assic


assic

Index ManagementBa

cken

d

Access Replacement

(CMIS)Clas

sic


re

My QAP’sCore


re


re

Outlook 365 Addin

- SKO

Core

WCAG certification

Back

end


re


2015 B 2016 ACMIS Codeplex Samples



re

- Update CMIS .Net Framework to the latest version

- Provide Codeplex sample code for a series of functions that would aid ECM customisation at sites


re


assic


re


assic


assic

Index ManagementBa

cken

d

Access Replacement

(CMIS)Clas

sic


re

My QAP’sCore


re


re

Outlook 365 Addin

- SKO

Core

WCAG certification

Back

end

Provide Codeplex SamplesCo

re


re


2015 B 2016 ACMIS Codeplex Samples



re

Build a series of apps to support document and email capture for Office 365


re


assic


re


assic


assic

Index ManagementBa

cken

d

Access Replacement

(CMIS)Clas

sic


re

My QAP’sCore


re


re

Outlook 365 Addin

- SKO

Core

WCAG certification

Back

end


re


reOffice 365 Apps

SupportCore


2015 B 2016 AGeneral User Enhancements



re

Provide time for genuine User eXperience and useability changes based on feedback in Community and from early adopters


re


assic


re


assic


assic

Index ManagementBa

cken

d

Access Replacement

(CMIS)Clas

sic


re

My QAP’sCore


re


re

Outlook 365 Addin

- SKO

Core

WCAG certification

Back

end


re


reOffice 365 Apps

SupportCore

General User EnhancementsBa

cken

d


2015 B 2016 ACiAnywhere Support and Enhancement Tasks



re

Contingency for Support & Enhance tasks that will be performed by the CiAnywhere team for ECM


re


assic


re


assic


assic

Index ManagementBa

cken

d

Access Replacement

(CMIS)Clas

sic


re

My QAP’sCore


re


re

Outlook 365 Addin

- SKO

Core

WCAG certification

Back

end


re


reOffice 365 Apps

SupportCore


cken

d

CiA S&E

Back

end


2015 B 2016 APersonal Tags



re

- Ability to apply Personal tags to indexes and documents- Ability to search for a tag and see its contents


re


assic


re


assic


assic

Index ManagementBa

cken

d

Access Replacement

(CMIS)Clas

sic


re

My QAP’sCore


re


re

Outlook 365 Addin

- SKO

Core

WCAG certification

Back

end


re


reOffice 365 Apps

SupportCore


cken

d

CiA S&E

Back

end

Personal TagsCore


2015 B 2016 AWebforms Replacement



re

- Ability for the workflow to ask for a form to be filled in- Allow a form to be captured as a document- Allow a form to provide initiation of a workflow


re


assic


re


assic


assic

Index ManagementBa

cken

d

Access Replacement

(CMIS)Clas

sic


re

My QAP’sCore


re


re

Outlook 365 Addin

- SKO

Core

WCAG certification

Back

end


re


reOffice 365 Apps

SupportCore


cken

d

CiA S&E

Back

end

Personal TagsCore

Webforms ReplacementCl

assic


2015 B 2016 ACi Maintenance Replacement



re

Remove the remaining Ci use in ECM - User Maintenance, Report creation


re


assic


re


assic


assic

Index ManagementBa

cken

d

Access Replacement

(CMIS)Clas

sic


re

My QAP’sCore


re


re

Outlook 365 Addin

- SKO

Core

WCAG certification

Back

end


re


reOffice 365 Apps

SupportCore


cken

d

CiA S&E

Back

end

Personal TagsCore


assic

Ci Maintenance ReplaceCo

re


2015 B 2016 ACi Maintenance Replacement



re

Provide time for Connected Content enhancements based on Community feedback and early adopters


re


assic


re


assic


assic

Index ManagementBa

cken

d

Access Replacement

(CMIS)Clas

sic


re

My QAP’sCore


re


re

Outlook 365 Addin

- SKO

Core

WCAG certification

Back

end


re


reOffice 365 Apps

SupportCore


cken

d

CiA S&E

Back

end

Personal TagsCore


assic


re

Connected Content

Enhancements

CC


2015 B 2016 AIncache Improvements



re

Provide tier based storage


re


assic


re


assic


assic

Index ManagementBa

cken

d

Access Replacement

(CMIS)Clas

sic


re

My QAP’sCore


re


re

Outlook 365 Addin

- SKO

Core

WCAG certification

Back

end


re


reOffice 365 Apps

SupportCore


cken

d

CiA S&E

Back

end

Personal TagsCore


assic


re

Connected Content

Enhancements

CC

CiA S&EBa

cken

d

Incache ImprovementsBa

cken

d


2015 B 2016 AVERS Compliance (CiAnywhere)



re

Ensure the VERS compliance components are completely supported by a CiA only installation


re


assic


re


assic


assic

Index ManagementBa

cken

d

Access Replacement

(CMIS)Clas

sic


re

My QAP’sCore


re


re

Outlook 365 Addin

- SKO

Core

WCAG certification

Back

end


re


reOffice 365 Apps

SupportCore


cken

d

CiA S&E

Back

end

Personal TagsCore


assic


re

Connected Content

Enhancements

CC

CiA S&EBa

cken

d


cken

d

VERS ComplianceCore


2015 B 2016 AExif/GPS metadata



re

Upon registration of a photo, pull additional details from the objects automatically, including the XML EXIF detail and GPS coordinates


re


assic


re


assic


assic

Index ManagementBa

cken

d

Access Replacement

(CMIS)Clas

sic


re

My QAP’sCore


re


re

Outlook 365 Addin

- SKO

Core

WCAG certification

Back

end


re


reOffice 365 Apps

SupportCore


cken

d

CiA S&E

Back

end

Personal TagsCore


assic


re

Connected Content

Enhancements

CC

CiA S&EBa

cken

d


cken

d

VERS ComplianceCore

Exif/GPS metadataCore


2015 B 2016 AConnected Content Navigation



re

Provide the ability to navigate from a Connected Content index entry (tag or result) to the transaction (CiAnywhere app)


re


assic


re


assic


assic

Index ManagementBa

cken

d

Access Replacement

(CMIS)Clas

sic


re

My QAP’sCore


re


re

Outlook 365 Addin

- SKO

Core

WCAG certification

Back

end


re


reOffice 365 Apps

SupportCore


cken

d

CiA S&E

Back

end

Personal TagsCore


assic


re

Connected Content

Enhancements

CC

CiA S&EBa

cken

d


cken

d

VERS ComplianceCore


Connected Content NavigationCC


2015 B 2016 AMultimedia Streaming Support



re

- Stream large files (video audio) without a requirement to ‘fully’ download the file for viewing- Provide ‘markers’ for time spots and notes (ie mark a moment in a video with a note)


re


assic


re


assic


assic

Index ManagementBa

cken

d

Access Replacement

(CMIS)Clas

sic


re

My QAP’sCore


re


re

Outlook 365 Addin

- SKO

Core

WCAG certification

Back

end


re


reOffice 365 Apps

SupportCore


cken

d

CiA S&E

Back

end

Personal TagsCore


assic


re

Connected Content

Enhancements

CC

CiA S&EBa

cken

d


cken

d

VERS ComplianceCore



Multimedia Streaming supportCo

re

CiA S&E

Back

end


2015 B 2016 AAdditional Social Media Support



re

- LinkedIn, Yammer, Instagram, Generic RSS feed capture


re


assic


re


assic


assic

Index ManagementBa

cken

d

Access Replacement

(CMIS)Clas

sic


re

My QAP’sCore


re


re

Outlook 365 Addin

- SKO

Core

WCAG certification

Back

end


re


reOffice 365 Apps

SupportCore


cken

d

CiA S&E

Back

end

Personal TagsCore


assic


re

Connected Content

Enhancements

CC

CiA S&EBa

cken

d


cken

d

VERS ComplianceCore




re

CiA S&E

Back

end

Additional Social Media SupportCo

re


2015 B 2016 ABuilt in Basic OCR



re

- LinkedIn, Yammer, Instagram, Generic RSS feed capture


re


assic


re


assic


assic

Index ManagementBa

cken

d

Access Replacement

(CMIS)Clas

sic


re

My QAP’sCore


re


re

Outlook 365 Addin

- SKO

Core

WCAG certification

Back

end


re


reOffice 365 Apps

SupportCore


cken

d

CiA S&E

Back

end

Personal TagsCore


assic


re

Connected Content

Enhancements

CC

CiA S&EBa

cken

d


cken

d

VERS ComplianceCore




re

CiA S&E

Back

end


re

Built in Basic OCR

Back

end


2015 B 2016 AReimagine



assic


assic

Index ManagementBa

cken

d


re


re

Access Replacement

(CMIS)Clas

sic Multimedia Streaming supportCo

re

My QAP’sCore


re


re



cken

d


re


Time Zone awarenessBa

cken

d

Multi Language CapabilityBa

cken

d

Database ReImagine ResearchBa

cken

d

CDN - Cached Document

SupportBack

end

VERS ComplianceCore

Universal File Access - T1

DriveBack

end

Built in Basic OCR

Back

end

ECM Cloud Connector Research

Core

Office 365 Apps SupportCo

re


re New Workflow Phase 3Co


reDocument Security

ReImagine Research

Back

end


reT1 Connect

EnhancementsCore

Sentence and Destruct

ReImagine

Core

Personal TagsCore


assic


assic Outlook

365 Addin - SKO

Core

Connected Content

Enhancements

CC


cken

d

CiA S&E

Back

end

CiA S&EBa

cken

d

CiA S&E

Back

end

WCAG certification

Back

end

Can ECM on premise use a Cloud based storage platform?Reimagine Retention and DisposalMulti-language supportReimagine ECM data structuresTime-zone awarenessReimagine SecuritySupport for Content Delivery NetworkUniversal File Access - T1 Cloud


2015 B 2016 AECM Roadmap



assic


assic

Index ManagementBa

cken

d


re


re

Access Replacement

(CMIS)Clas

sic Multimedia Streaming supportCo

re

My QAP’sCore


re


re



cken

d


re


Time Zone awarenessBa

cken

d

Multi Language CapabilityBa

cken

d

Database ReImagine ResearchBa

cken

d

CDN - Cached Document

SupportBack

end

VERS ComplianceCore

Universal File Access - T1

DriveBack

end

Built in Basic OCR

Back

end

ECM Cloud Connector Research

Core

Office 365 Apps SupportCo

re




reDocument Security

ReImagine Research

Back

end


reT1 Connect

EnhancementsCore

Sentence and Destruct

ReImagine

Core

Personal TagsCore


assic


assic Outlook

365 Addin - SKO

Core

Connected Content

Enhancements

CC


cken

d

CiA S&E

Back

end

CiA S&EBa

cken

d

CiA S&E

Back

end

WCAG certification

Back

end

Documents

Current State of Play TechnologyOne ECM · TechnologyOne ECM Current State of Play General Manager, ECM. ... Student Engagement 14 fields CRM Activity 30 fields Asset Asset Register,