Fishbowl Solutions' Assessment and Scoping Overview

Fishbowl Solutions Assessment and

Scoping Services for Oracle WebCenter

The Leader in Value-Add Software and

Services for Oracle WebCenter

www.fishbowlsolutions.com

Agenda

+ Fishbowl Overview

+ Holistic Consulting Methodology

+ Assessment and Scoping Services Process

+ Why Fishbowl Solutions

+ Questions and Contact Info


About Fishbowl Solutions

Experience+ Over 700 projects since founding in 1999

+ Oracle “Gold” Partner

+ Oracle “Public Sector Pillar Partner”

Expertise+ Portals and Content Management

+ Enterprise Information Management

+ Business Process Automation

Customer Successes+ Across verticals

Award Winning+ Forrester Groundswell Award - Mobile App

+ Oracle Excellence Award

+ Enterprise 2.0 Blazer

+ ECM Architect of the Year

+ Best Places to Work


Technology Delivery Areas

Upgrades

• Migrations

• Content & License Upgrades

• Components

Portal

• Oracle Portals

• IBM Websphere

• Liferay

UCM

• Document Mgt

• Digitization

• Workflow

• Content Delivery

Search

• Index Tuning

• GSA

• Lucene

• Enterprise Search

Integrations

• ERP

• CRM

• SIS

• IFMS

• HRMS

Training

• Admin Training

• User Training

IPM & Capture

• Accounts Payable

• Human Resources

• Scan/Capture

Records/Retention Mgt

• Compliance

• Policies and Procedures

• File Planning

• Archiving

Technology Areas Identified where Fishbowl Can & Has Delivered Solutions


Assessment / Scoping Portfolio

+ Information Management Strategy

+ Infrastructure

– High availability design for all environments

– Back-up and recovery plans

+ Data

– Repository design

– Metadata and security model recommendations

– Migration plan

+ Imaging, Digitization, Digital Assets, Records Management

– ODC/ODDC Upgrade plan

+ Fishbowl Products

+ Workflow

– BPM Integration plan

+ Upgrades

– 11g to 12c recommendations

+ Training options


Leading WebCenter Innovations

WebCenter Mobile WebCenter Portals & Intranets

Google Search Integration SharePoint Integration


Holistic Consulting

Methodology

Fishbowl Solutions Overview

7


A Holistic Approach to WebCenter Consulting

Help Customers Deploy and Further Leverage Oracle

WebCenter Content and Portal to:

1. Consolidate Infrastructure and Software

2. Drive Employee and Customer Efficiencies

3. Reduce Costs

4. Decrease Time to Market

5. Enable Multiple Entry Points

6. Reduce IT Dependency


Rolling out “Holistic ECM”

Onsite Assessment

Roadmap & Governance

Implementation

Info

rma

tio

n S

tra

teg

y

• Benchmarking

• Identification

• Audit

• Collection

• Compliancy

• Security

• Structure

• Processes

Ro

ad

ma

p &

Go

ve

rna

nce • User

Experience Roadmap

• Technology Roadmap

• Governance

• Scoping & Analysis/Design Im

ple

me

nta

tio

n • Services & Products

• Portal

• WCM \ Sites

• Content

• Intranet Framework

• GSA Integration

• SharePoint Integration

• Mobility


The Core of our Methodology

1. Centralize Content Repository

2. Delivery Channels

3. Content Injection & Contribution

3-tiered approach to positioning for a unified architecture






3-tiered approach to positioning for a unified architecture



3-tiered approach to positioning for a unified

architecture






3-tiered approach to positioning for a unified

architecture





Sites(WCM –

SS)Portal (internal)

Portal (external)

BPEL Process Manager

Business Activity Monitoring

Content

Conversion

Server

WCMContribution

Content Mgmt

Document Capture /

Distributed Document Capture

ERPAPPS

Forms

Recognition

Sites(WCM –

SS)

.com

sites

Publish

Po

rtle

t-b

ased

in

teg

rati

on

BPM /

SOA

BPEL

BPMN 2.0

Human Centric

High-Level Unified Architecture

IPM

Mobile

Device

WCMConsumption

DocumentMgmt

RecordsMgmt

SharePoint

SharePoint

Connector


Holistic Content Management

SharePointCollaboration & Contribution

Oracle WebCenter Suite

Document

Management

Digital Asset

Management

Capture &

ImagingWCM

Records

Management

Multi-Channel Access & Delivery

• SharePoint Content

• Business Content

• Transactional Content

Fishbowl Connector

Oracle SOA & BPM

SharePoint Enterprise Portals

Internets & Intranets

ERP & CRM Mobile Access

Portal Solution Accelerator Fishbowl APIApp IntegrationFishbowl Connector

• Project Plans

• Marketing Collateral

• Contracts

• Records

• Invoices

• Purchase Orders

• Expense Reports

• Pictures

• Videos

• Web Content


Products for the Holistic Approach

Value-Add Fishbowl Products to Extend Your ECM Investment

Centralized

Content

Repositories

• Google Search

Appliance

Connector

• SharePoint

Connector

Delivery Channels

• Portal Integration

Suite

• iOS API for iPad

and iPhone

Content Injection

& Contribution

• Enterprise

Batchloader

• Content

Migrator

• Cloud Loader

• Duplicate File

Checker


Why Holistic ECM?

+ Think Big Picture– Move beyond information silos & isolated

departments or projects – Ask the right questions up front so you don’t wind up

down the wrong path

+ Infrastructure for the Long Haul– Where will you be in

1 year? … 3 years?

+ Lower Total Cost of Ownership– New projects take less time– Little to no refactoring – Benefit from reusable

frameworks


Assessment and Scoping

Service Process

Fishbowl Solutions Overview


Overview of Proposed Assessment

19

Weeks

Week 1 Week 2 Week 3 Week 4

Pre-Engagement

• Technology & Process

Questionnaires

• Review Architecture

Diagrams

Onsite

Assessment

• Goals & Objectives

• Current Process

Review

• Vendor Process

Review

• User Interviews

Enhancement and

Deep Dives

• Interview Follow Up

• Research

• Deliverable Check

Points

Strategy

Finalization &

Presentation

• Business Process

Recommendations

• Prioritized Roadmap


• Business Goals

• Technical Goals

• Target Architecture

• Understand Current

Strategies

Onsite AssessmentDays 1 to 5

Goals & Objectives Vendor Process Review

• Process Inputs, Execution and Outputs

• Pain Points

• Ability to Improve

• Capability Enabling Technologies

• Value Proposition and Metrics

Current Process Review

As a solution progresses through project

phases, SA Reviews are normally held

prior to Explore and Develop PDP gate

reviews.

Project team’s request an SA Review prior

to making final solution design selection.

User Interviews

• Knowledge Workers / Users

• Application Managers

• Shared Services

• Enterprise Architect

• Infrastructure Operations

• Leadership (CIO)

• Security & Compliance

Days 1 to 5 Deliverables

• Detailed Meeting Cadence & Agenda

• Daily Status Report

• Current State Assessment and Recap

of Observations (DRAFT)

• High-Level Point of View on

Recommendations

• Review Deliverable with Core Team

Resources Required

• Process Inputs, Execution and Outputs

• Pain Points

• Improvement Opportunities

• Capability Enabling Technologies

• Value Proposition and Metrics

Agenda Hrs Resources

Kickoff 1 Core & Extended Team

Leadership 1 Core & SME

Architects 1 Core & SME

Users 1 Core & SME

Shared Services 1 Core & SME

Security 1 Core & SME

App Managers 1 Core & SME

Infrastructure 1 Core & SME

Recap & Next

Steps

1 Core Team

Onsite

Assessment


Onsite Assessment Typical Agenda

21

Onsite

Assessment

Day 1

Current Process and Infrastructure

• Introductions

• Review Goals and Objectives

• Technical Capability SWOT

• Architecture Overview

• User Interviews (Whenever appropriate)

Day 2

Process Mapping

• Workflow Review

• Capture Review

• Reporting Needs

• Application Integration

Day 3

Data & Security

• Discuss Content Migrations

• Security

• Retention Management

• Project Governance

• Infrastructure and Project Planning

Day 4

Complete Interviews & Data Collection

• Complete Investigations

• Additional Interviews

Day 5

Check Point

• Review

• Next Steps


DeliverablesStrategy

Finalization &

Presentation

Deliverable Description

Scope & Analysis Document The primary purpose of this document is to outline:

• All core objectives and high-level requirements.

• Incorporate or document any existing or

required network diagrams, use cases, and

process flows.

• Document resources available and relevant

timeline milestones.

• Provide initial high-level design and

implementation recommendations.

• Provide a narrative for a proposed project

implementation.

High Level Project Plan The delivered project plan will incorporate a

resource and work plan along with milestone dates

and deliverables and should serve as the first draft

of the working project plan.

Architecture Diagram Consisting of the architecture proposed.

Use Case Data Flow Diagrams These documents will capture the current ‘as-is’

process for any workflows or data flows required as

part of the business process.


Why Fishbowl Solutions?

• Proven WebCenter Experience• 15+ years implementing, customizing, and supporting Oracle WebCenter

• Oracle WebCenter Content & Portal specialized

• Most Referencable WebCenter Partner in the World• Strong references across vertical markets in North America and EMEA

• 200+ WebCenter projects in the last 2 years

• Holistic Consulting Approach to WebCenter Projects• Further leverage WebCenter as infrastructure

• Realize short-terms wins while ensuring long-term success

• Proven Digitization Expertise and Experiences• Project scoping and assessments

• Back-file conversions using Kofax and WebCenter

• Integrating disparate data sources

• Business process flow design


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phone: +1.952.465.3400 blog: cfour.fishbowlsolutions.com

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