Integrating Alfresco with MS Dynamics

Managing Content with MS Dynamics

©2016 Zia Consulting, Inc

What, Why, How, Where Sales Contracts, Customer

Service Cases, Invoices, PO’s, Save Money, Enhance

Governance, Increase Satisfaction

MS Dynamics/Activiti/Alfresco Financial Services, Technology,

Healthcare, and more…


Your Document ProcessesWhere You Spent Money Where You Spend Money


Costly Error-ProneSlowCompl

ex

People, Paper, Process


What’s in it for You? ROI <9 months 50%+ Increase in Productivity 85% Reduction in Processing

Time Expedited Sales Cycles Secure Collaboration Enterprise Governance


What If Systems Were Integrated?Your Users Our Users

©2015 Zia Consulting, Inc. All Rights Reserved.


And Processes Were Simplified?Your Process Our Process

©2015 Zia Consulting, Inc. All Rights Reserved.


And Governance Was Automated? Your Records

ManagementOur Records

Management

Zia MS Dynamics Automation Solutions


Use Case: Invoice Automation MS Dynamics ERP Integration Any Source: Paper, Fax, Email, Upload Intelligent Capture Content Hub — DM/RM

Less Than 3 Months Saving Hundreds of Hours Annually 90%+ Accuracy


Use Case: Contracts Management Work exclusively within MS Dynamics CRM

Sales Contracts Partner Agreements, etc…

Advanced BPM/Workflow Sync to Alfresco ECM Outlook Integration Secure External Collaboration


Use Case: Case Management Work exclusively within MS Dynamics CRM

Customer Service Cases Marketing Resource Management

Technology, Manufacturing, Financial Services, Healthcare

Sync to Alfresco ECM Internal / External Collaboration


Automating Compliance Archiving from MS Dynamics Access from MS Dynamics Alfresco RM

DoD5015.02 Automated File Plan (from MS Dynamics)

Disposition – Delete, Store


Automating Security

Automated Policy Application From Alfresco ECM For Existing Tools

Outlook SharePoint, DropBox, etc…

Copy & Paste/Print Screen Monitoring & Reporting


Introducing SeeUnity Echo - Content Synchronization Fusion - Content Integration MS Dynamics + Alfresco Velocity – Content Migration Multi-repository solutions for FileNet,

Documentum, OpenText, Box… Solving SharePoint / Office365

Demo

Who is Zia?

EST.

2003Boulder, CO

CriticalNot

Casual

Controlling Chaos +

Delivering Rapid ROIProcess

& Integrati

on

OpenPlatform

s

Content People


Next Steps Integration Webinar Series:

Part 1 – Solving SAP Part 2 – Solving Salesforce

http://www.ziaconsulting.com/resources/recorded-webinars/ Modernization Webinar Series

Migrating from Documentum Automation with Activiti BPM Easy Records Management

http://www.ziaconsulting.com/events-calendar/

http://www.ziaconsulting.com/resources/recorded-webinars/






Questions?

Phil RobinsonSVP Business Development

Zia [email protected]

mailto:[email protected]