agenda - paperwork · paperwork ecm 5. paperwork bpm 6. paperwork for outlook 7. paperwork for sap...
TRANSCRIPT
1. About Us
2. Digital TRANSFORMATION
3. About PaperWork
4. PaperWork ECM
5. PaperWork BPM
6. PaperWork for Outlook
7. PaperWork for SAP
8. PaperWork Mobile
9. PaperWork API
10. Professional Services
AGENDAPaperWork ECM & BPM
ABOUT USGGSOFT Software Services Ltd.
ABOUT US
We are the leading company in the local ECM industry
We offer a broad range of ECM products that are developed in-house
We have more than 18 years experience developing document management and Enterprise Content Management software and have deep knowledge about global ECM suites such as Documentum, Content Manager, Lombardi, FileNet
COMPANY HISTORYMilestones
FUTURE
1998Foundation of the company by two entrepreneurs
2004Change of shareholder structure, a new team joined in
2009IBM Lombardi Partnership
2010Development of the new version (new product code named ARGUS)
2015Strong sales performance of next generation PaperWork ECM
2001First PaperWork document archive product sales
2007EMC Documentum Partnership
2010Change of strategy, exit from big accounts and focusing on PaperWork product portfolio
2013Commercialisation of next generation PaperWork )code name ARGUS)
2016Re-structuring the business and start of aggressive growth
2020Well known ECM brand with regional existence
OUR VISIONOur vision
WE ARE AİMED TO DO WHAT WE LOVE AND KNOW THE BEST; DEVELOPİNG AND DEPLOYİNG ENTERPRİSE
CONTENT MANAGEMENT TECHNOLOGİES FOR OUR CUSTOMERS
We deploy our exhaustive experience and expertise in the area of managing information and processes
through our software solutions. We have accumulated deep understanding of clients’ needs and accrued
technical expertise by spending more than 18 years in the domain of enterprise content management. We
did not only develop our own PaperWork software, we also implemented global ECM brands such as EMC
Documentum and IBM Lombardi for our clients. Thus enabled us reach and understand the technologies and
abilities of global ECM product vendors. We have applied these know how and expertise to our next
generation ECM products to create best-in-class solutions.
OUR TEAMOur team
WE ARE THE SPECİALİSTS
DIGITAL TRANSFORMATIONKNOWLEDGE & PROCESS MANAGEMENT
7
DIGITAL TRANSFORMATIONHow to create a competitive corporate culture?
EFFECTIVENESS AND EFFICIENCY
Increasing the efficiency of processes
(change management, outsourcing, standardisation and automation)
CAPABILITY and DEVELOPMENT
Improving capability of the employees and identifying capability gaps
CORPORATECULTURE
Encourage collaboration within and beyond the corporate boundaries
8
88% of surveyed CIOs listed improving business Agility as their top priority. Once again the relevant question is “HOW?” Howare they going to improve their organization’s business agility? (The Economist)
In light of the economic downturn, what do you believe are your organization's priorities in terms of
improving agility?
We’re drowning in information and starving for knowledge.
Rutherford D. Rogers (American Librarian)
KNOWLEDGE MANAGEMENTKnowledge Types
Explicit knowledge is documented knowledge that is easy for others to grasp.
Implicit knowledge exists in the employees‘ minds and is therefore difficult for others to grasp.
WORK INSTRUCTIONS, DOCUMENTED PROCESSES,
REPORTS, DRAWINGS…
EMPLOYEE EXPERIENCE,
ROUTINES, AND SKILLS.
KNOWLEDGE MANAGEMENTCompanies and Employees
ORGANIZATION PEOPLE
GENERAL EXPERTISEKnowledge
EXPLICIT KNOWLEDGEWell-articulated; inclusive with knowledge holders
ORGANIZATIONAL KNOWLEDGEKnowledge of the organization
IMPLICIT KNOWLEDGEIndirectly articulated; exclusively from knowledge holders
INDIVIDUAL KNOWLEDGEKnowledge of the organization‘s members
PRACTICAL KNOWLEDGEKnow-how
Knowledge Types
KNOWLEDGE MANAGEMENTKnowledge Storage
DOCUMENTATIONKnowledge storage means that process knowledge, application experience, successful solutions, etc. are documented.
LOSS OF KNOWLEDGEOften knowledge is not sufficiently documented or shared and is irretrievably lost.
USABLE
For making existing knowledge easy to find and use, structured filing must be put in place.
EFFICIENT
A sensible document storage space is an effective method to facilitate the use of explicit knowledge.
CATEGORIZED
When categorizing, the structure should be adjustable and not binding. Then, the most efficient possible transfer of knowledge can take place.
CONSISTENT
After setting the rights, the existing structure must be able to be updated.
KNOWLEDGE MANAGEMENTStructured Filing
All activities and processes for the creation, implementation and maintenance of transactional relationships to exchange products in terms of satisfaction of needs (or corporate objectives) to the most favorable conditions.
Autor unknown
BUSINESS PROCESS MANAGEMENTProcess Management
EVERY BUSINESS PROCESS HAS FIVE ASPECTS:
Regulation aspect What is done when, how and why?
Organizational aspect Who is accomplishing which task and where?
Informational aspect Which kind of information is transferred? How?
Controlling aspect Is the process reaching its target?
Safety aspect Who is authorized to do what within the process?
BUSINESS PROCESS MANAGEMENTSub Processes
Buying process
MAIN PROCESS
Obtain Proposals
Compare Proposals
Audit Potential Supplier
Place an Order
Collect Goods
Goods for Further Processing
SUB PROCESSES
BUSINESS PROCESS MANAGEMENTPHASES
REGULATION AND CONSTANT IMPROVEMENT OF PROCESSES
STABILIZATION OF PROCESSES
STRUCTURING PROCESSES
PHASE 1 PHASE 2 PHASE 3 PHASE 4
DESCRIPTION OF PROCESSES
PREPARING PROCESS WORK
BUSINESS PROCESS MANAGEMENTBenefits
PROCESS COSTS KEY FIGURES
PROCESS TIME KEY FIGURES PROCESS TIME QUALITY KEY FIGURES
PROCESS RESULTKEY FIGURES
COURSE OF PROCESSKEY FIGURES
Customer satisfaction
Employee moral
Adherence to schedules
…
Employee qualification
Service level
Flexibility
Risk priority number
Process capability index
…
Process total time
Ø delivery time
Ø calculated delivery time
Share of order handling time in process total time
Reaction times
…
Process cost rate
Part of short term degradable costs on process overall costs
Part of a cost type on process overall costs
...
PROCESS COSTS KEY FIGURES
PROCESS TIME KEY FIGURES PROCESS TIME QUALITY KEY FIGURES
PROCESS RESULTKEY FIGURES
COURSE OF PROCESSKEY FIGURES
Customer satisfaction
Employee moral
Adherence to schedules
…
Employee qualification
Service level
Flexibility
Risk priority number
Process capability index
…
Process total time
Ø delivery time
Ø calculated delivery time
Share of order handling time in process total time
Reaction times
…
Process cost rate
Part of short term degradable costs on process overall costs
Part of a cost type on process overall costs
...
DIGITAL TRANSFORMATIONIt’s Time to Change
Optimization of processes and an adequate integration into corporate culture and business strategies
Considers technical issues as well as organizational matters like the corporate culture and the management; includes concerned personnel
Procedure to assist companies when optimizing methods, processes and systems to increase efficiency
Create value added chain, where every step is conductive to accomplish products and performances
Effective path to transformation from product/services oriented organizations to customer oriented organizations.
PaperWork
ECM & BPM
DIGITAL ORIENTATION WITH PAPERWORKPaperWork helps orientation in companies which strongly influenced the effectiveness of collaboration and processes
Technological Orientation(innovation, perfectionism)
Employee Orientation(satisfaction, qualification)
Efficiency Orientation(optimization, cost reduction)
Social Orientation(environment, public, image)
Marketing Orientation(market share, competitive advantage)
Financial Orientation
(result, revenue, profitability, liquidity)
Quality Orientation (improvement, ISO-certification, quality price)
Customer Orientation(customer satisfaction, customer loyalty)
ABOUT PAPERWORKPaperWork ECM & BPM
PaperWork ECM & BPMTechnical Architecture
PaperWork Content Repository
Integratio
n Service
s (.N
et, SOA
P, JA
SON
AP
Is)
Web Client
Business Process Management(Automatic & manual tasks, Rule engine)
Electronic Form Designer
Workflow Designer & Rule Engine
Content Transformation Services
Document Capture & Imaging
Compliance Services
(E-Signature, e-Invoice, Registered e-
mail)
Extended Components
(SAP, Microsoft CRM, Logo, Netsis
connetcors)
Content/Library Services(HTML Viewer, Check-in/Check-out, Versioning, Virtual Documents, Renditions, Upload/Download)
Rep
ort
ing
& A
nal
ytic
s
Directory Services
Full-text Search OCR
Security Services
Audit Logs
Electronic Forms
Content Services
Archive Services
Mobile Client Client for Outlook SAP Client Custom Clients
PaperWork ECM Product SuiteComponents of PaperWork ECM (as of Q1-2107)
PaperWork Enterprise Content
Server
PaperWork Workflow Server
Compliance Services
(available seperatly)
Archive Services(available
seperately)
Extended Components
(available seperately)
User Interface
Document ArchiveWorkflow Design
StudioE-Signature CAS Bundle PW UI
Document Management
Electronic Forms Studio
E-Invoice Archive Compression Pack
Outlook UI
Document Imaging & OCR
Business Rule Engine Registered e-MailCustom UI
Content Transformation
Process Execution Engine
Logo Tiger ERP Extension
SAP UI
Document Viewing Netsis ERP Extension Mobil UI
Reporting & Analytics
PaperWork Enterprise Content ManagementContent Repository
Database Content attributes are stored in a
relational database for rapid query and retrieval
Full Text Index PaperWork platform maintains a full-
text index of all text-based content assets stored within the Documentum repository so it can rapidly search through large collections of unstructured information
File System Content assets are stored as files in file
stores. A file store can be a file system of the host operating system or a content-addressed storage (CAS) system
Directory Services Integrates with existing Directory
Services such as AD or LDAP
PaperWork Enterprise Content ManagementContent & Library Services
Check-in/check-out, also known as library services, is essentially a mechanism that prevents two users from making changes on the same content at the same time. It’s enables users to know which version is the latest one, and to find out who made changes last.
Virtual documents provide a way to combine multiple documents in multiple formats into a single document. Each component exists as an independent object in the repository. Combine different types of related content into the same document.
Versioning is a core limitation of most operating systems, which manage files in a very basic way and do not allow even simple versioning. Versioning is a very important capability, which PaperWork has been providing for many years, allowing users to track versions of files they’re working on.
Subscription services let you take control of your sensitive documents by alerting you any activities performed by other users. Users can subscribe any document to get timely information about deletion, changes, access, etc.
Access control enables you to ensure that only the right people with the right privileges can access your organization’s content – especially sensitive content that must be securely protected. That’s a core functionality of content management.
Search services enables users query documents based on their metadata or search through repository against a specific phrase ensuring query and search performance are not effected by the size of the repository.
Check in/out Virtual Documents
Versioning Subscription Services
Access Control Search Services
PaperWork Enterprise Content ManagementBasic Content Services
Security
Default user name and password uses in-line authentication
Login thresholds
Session time outs
Audit of logins
Directory server validation
Open authentication plug-in framework
Authentication
Singlesign-on
Electronic
signatures
Auditing
Encryption
PaperWork Enterprise Content ManagementBasic Content Services
Versioning Minor Major Current
Version 1.0
Version 1.1 …
Version 2.0
Version 1.2
Version 2.1, current
Versioning
Versioning is an automated process that creates a historical record of a document. Each time you check in or branch a document, PaperWork creates a new version of the object without overwriting the previous version. All the versions of a particular document are stored in a virtual hierarchy called a version tree. Each version on the tree has a numeric version label and optionally, one or more symbolic version labels.
PaperWork Enterprise Content ManagementBasic Content Services
Virtual Documents
Virtual Document capability is one important area of PaperWork Platform. Virtual documents provide a way to combine multiple documents in multiple formats into a single document. Each component exists as an independent object in the repository. Virtual documents allow users to:• Share document components in multiple
virtual documents. • Combine different types of related content
into the same document (as an organizational tool).
• Increase flexibility of user access (multiple users can simultaneously check out and maintain different parts of the virtual document).
Virtual Documents
HR Employee File
Employee Photo
Employment Proposal
Consent Letter
Benefits File
PaperWork Enterprise Content ManagementBasic Content Services
HTML Viewer
• Display various types of document images inline
• Create and modify annotations• Configuration of viewer controls• View images inline with the document meta
data• Preview local files before import• View document renditions• View images as a workflow attachment
PaperWork Enterprise Content ManagementArchive Services
Web Services
Shared Folders
Batch Processing
PaperWork Repository
Monitoring e-mail addresses for incoming
e-mails
Documents saved in shared folders
Documents through web services
Batch import of documents
PaperWork Business Process ManagementBusiness Process Management
BPM is a management practice that provides for governance of a business process environment toward the goal of improving agility and operational performance.
• Workflow
• Imaging & Document Management
• EAI: Integration with Business Systems
• Measurements, Tracking, reporting and Control
Execute & Deploy
Optimize &Improve
Manage &Monitor
ProcessAnalysis & Design
NEW PROCESS
EmployeeCostumer
Supplier
Retailer
BusinessPartner
“Cross-functional, end-to-end processes are the ones that matter most to the bottom line: to overall efficiency, customer satisfaction, compliance, and responsiveness”
— Bruce Silver & Associates
PaperWork Business Process Management
ANALYSIS & DESIGN OF PROCESS
PROCESS CAPTURE & DESİGN
MODELİNG OF “TO BE” PROCESSES
DEFİNİTİON OF BUSİNESS RULES
Analysis & Design Optimize & ImproveExecute & Deploy Manage & Monitor1 2 3 4
PaperWork Business Process Management
IMPLEMENTATION OF PROCESS
POİNT & CLİCK CONFİGURATİON
RİCH FORMS GUI
POWERFUL SCRİPTİNG
INTEGRATİON WİTH EXİSTİNG SOFTWARE APPLİCATİONS
AGİLE CHANGE MANAGEMENT
Analysis & DESIGN OPTIMIZE & IMPROVEEXECUTE & DEPLOY MANAGE & MONITOR1 2 3 4
PaperWork Business Process Management
MANAGEMENT AND MONITORING OF PROCESS
RESOLVE İNEFFİCİENCİES
REAL-TİME ALERTS
OPERATİONAL DASHBOARDS
BUSİNESS REPORTS
Analysis & DESIGN OPTIMIZE & IMPROVEEXECUTE & DEPLOY MANAGE & MONITOR1 2 3 4
PaperWork Business Process Management
PERFORMANCE MEASUREMENT (KPI)
PROCESS OPTİMİZATİON
CONTİNUOUS İMPROVEMENT
DELİVER RETURN ON INVESTMENT (ROI)
EVALUATE AND IMPROVE PROCESS
ANALYSIS & DESIGN OPTIMIZE & IMPROVEEXECUTE & DEPLOY MANAGE & MONITOR1 2 3 4
PaperWork Business Process ManagementPaperWork for Outlook
Combines the rich user experience of Outlook with the BPM functionality of PaperWork. Embrace the functionality of Outlook that knowledge workers are most familiar with. Extend the Outlook “platform” via PaperWork’s process services to address process management challenges.
Key features
Native integration with Microsoft Outlook
Comprehensive process management
Start and participate processes within Outlook Interface
Key benefits
Familiar interface will increase usage and reduce training
Continue to work within Outlook
Combines the rich user experience of Outlook with the BPM functionality of PaperWork. Embrace the functionality of Outlook that knowledge workers are most familiar with. Extend the Outlook “platform” via PaperWork’s process services to address process management challenges.
Key features
Native integration with Microsoft Outlook
Comprehensive process management
Start and participate processes within Outlook Interface
Key benefits
Familiar interface will increase usage and reduce training
Continue to work within Outlook
PaperWork Enterprise Content ManagementPaperWork for SAP
• Accessing of information anytime, anywhere, including the ability to retrieve various documents from the business process (e.g. vacation request, employees hiring, purchase order) within SAP GUI
• Creating structured documents based on information from the SAP system
• Using PaperWork for SAP solution expose PaperWork components invoked directly from SAP (e.g. transaction PA20) menu in SAP GUI – adhering to the general SAP look and feel.
• At each stage of the process, documents such as the requests, price quotes, purchase orders, and invoices are fed into and managed by the SAP® ERP modules.
• Accessing of information anytime, anywhere, including the ability to retrieve various documents from the business process (e.g. vacation request, employees hiring, purchase order) within SAP GUI
• Creating structured documents based on information from the SAP system
• Using PaperWork for SAP solution expose PaperWork components invoked directly from SAP (e.g. transaction PA20) menu in SAP GUI – adhering to the general SAP look and feel.
• At each stage of the process, documents such as the requests, price quotes, purchase orders, and invoices are fed into and managed by the SAP® ERP modules.
PaperWork Mobile ClientNative IOS and Android User Interfaces
Key Features
• Intuitive and easy to use user interface
• Native IOS and Android mobile applications
• Push notifications regarding tasks and contents received
Key Benefits
• Support for the mobile workforce enables access to PaperWork repository content anywhere or any time
• Enable mobile workers to remain active participants in project teams and critical business processes
• Access content in repository and act on tasks
PaperWork Application Programming InterfacesProductivity Layer & Process Connectors
Productivity Layer
• PaperWork provides the Productivity Layer Classes, a rich set of application programming interfaces (APIs) that exposes the functionality of the core services provided by the PaperWork platform
Process Connectors
• Connect processes with those applications that run key aspects of the business
• Connect external systems, applications, and people• Outbound and inbound message and event correlation• Built-in graphical data mapping and transformations• Robust protocols support: HTTP/S, SOAP, WSDL, ODBC• Adapter-ready (Web Services-based) for tight coupling
Enterprise applications
Web ServicesEAI Individuals
Content and Process Servers
CRM
PaperWork ECM & BPMSample Use
Finance Corporate Services
• Accounts payable
• Accounts receivable
• Claims and dispute resolution
• Supplier management
• Order-to-cash
• Procure-to-pay
• Benefits administration
• Employeeon-boarding
• Employee off-boarding
• Employee performance review
• Customer correspondence
• Call center
• Constituent service
• Contracts management
• Legal matter management
• Auditing and compliance
• Environment, health and safety
• Facilities and equipment management
• Quality and performance monitoring
• Travel management
Human Resources Customer Service Legal
PaperWork ECM & BPMSample Use
Public Sector Financial Services Insurance HealthcareEnergy & Utilities
• Process safety management
• Transmittals process
• SOP processing
• Benefits eligibility
• Investigative case management
• Grants management
• Tax processing
• Unemployment
• Welfare Services
• Loan origination
• New account opening
• Dispute resolution
• Wealth Management
• P&C claims processing
• Underwriting
• New account opening
• Policy management
• Payer claims processing
• Policy & procedure management
• Virtual patient records
• Legal contracts management
• Member enrollment
REFERENCES
SELECTED CUSTOMERSFull list of references and customer stories can be found on our website
SELECTED CUSTOMERSFull list of references and customer stories can be found on our website
SELECTED CUSTOMERSFull list of references and customer stories can be found on our website
QUESTİONS ANSWERS