Transcript SummitNow - Alfresco

Streamlining Business
Processes at PGA TOUR
with Alfresco Workdesk
13 Nov 2013
Doug Edwards, The PGA TOUR
Terence McDevitt, Blue Fish Development Group
Michael Waldrop, Director of Solutions Engineer, Alfresco
Stefan Waldhauser, Director Alfresco Business Solutions
Agenda
• Workdesk overview
• PGA TOUR Case Study
• Workdesk Contract Management
• Demo Workdesk Contract Management
• Closing
The Content Management Landscape
•
Transactional
Content &
Workflow
•
Custom content apps
• Content services
•
Enterprise
Content
Platform
Web experiences
• Channel optimization
• Digital asset management
• Archiving
Integrated with ERP, CRM
• Records retention
• Imaging/archiving
• Process-centric
• Case Management
Content
Collaboration
&
Intranets
Web
Content
(WCM)
•
Document management
• Search, organize
• Sharing
• Mobile access
• Records retention
The Content Management Landscape
•
Alfresco
Workdesk
•
Custom content apps
• Content services
•
Alfresco One
platform
Web experiences
• Channel optimization
• Digital asset management
• Archiving
Integrated with ERP, CRM
• Records retention
• Imaging/archiving
• Process-centric
• Case Management
Alfresco
Share
Web
Content
(WCM)
•
Document management
• Search, organize
• Sharing
• Mobile access
• Records retention
Workdesk delivers
Process efficiency
Cost savings
Customer satisfaction
Compliance
The Workdesk difference
• Business Role Management
• Dynamic Folders & Views
• Configuration over Coding
Business Roles & Dynamic Views
Workdesk enables you to see
the right content, at the right
time, based on your business
role.
Standard Alfresco Share
web & mobile views
HR
Personalization
Business Roles
Alfresco
Content Repository
Finance
Legal
PGA TOUR and
Alfresco Workdesk
13 November 2013
Doug Edwards, The PGA TOUR
Terence McDevitt, Blue Fish Development Group
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PGA TOUR Information
Systems Supports:
• 5 Tours:
• PGA TOUR
• Champions Tour
• Web.com Tour
• PGA TOUR
Canada
• PGA TOUR
Latinoamerica
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120+ tournaments
1,300 computer users
600+ players and agents
17 Tournament Players
Clubs
• 30 remote locations
• World Golf Hall of Fame
• Staff of 50 IT
Professionals
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Why Workdesk?
• Flexible, business role-based access
• Streamlined UI – Quick access to files
• Seamless integration with MS Office via
Office Workdesk
• Configuration vs. code
• Highly extensible framework
• Robust mobility application (Mobile Workdesk)
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The TOUR’s Approach to
Implementation Success
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Technology alone does not get the job done
Focus on compelling business cases
Thorough requirements gathering
Solid pre-project planning
Engage vendor(s)/partner(s) early and often
Communicate, Communicate, Communicate
Embrace constraints quickly
Process does not equal Perfection
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The Project
• Goal = Workdesk to become singular
entry point for working with business
documents
• Departmental approach to rollout
• Migrate from network share drives to
Workdesk
• Migrate from Alfresco Share to Workdesk
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Business-Specific Use Cases
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Marketing PowerPoint metadata solution
Legal contracts and executed documents
3-Party Agreements
External Sharing use case
Departmental General use case
User Home use case
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Project Overview and Status
*** To be completed with up-to-date info just
prior to Summit ***
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Our Findings
Business users say…
• The Workdesk interface is easy to learn and use
• The advanced search options are great
• Love the advanced metadata editing options
• Easy to drill-down to documents that matter
Implementation Team says Workdesk is…
• Configuration and deployment is a breeze
• Customizable, if really needed
• Documentation and support has been fantastic
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Learn More about The TOUR’s
Workdesk Implementation
A TOUR use case and the Workdesk Contract Management
Template will be the basis for a technical session on Friday:
• Integrating Alfresco with DocuSign’s REST API
Room Four @ 9.40am–10.30am
Please Contact Us!
• [email protected]
• [email protected]
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Workdesk
Contract Management
“Do you have adequate control of
your agreements?”
How Contract Management can help
• Take workload off from the
Procurement and Legal people
• Enhance productivity and
reduce mistakes
• Save money
Demo!
Key benefits for the business
Improve efficiency
Get back control
Save money
Short time to value
More Workdesk presentations
•
Workdesk: Technical Insights
Wed, 12:10pm Room Four
•
Building a quick solution with Workdesk
Wed, 2:00pm Room Four
•
Mobile Workdesk Jumpstart
Wed, 3:00pm Room Four
•
Integrating Alfresco with DocuSign’s REST API
Fri, 9:40am Room Four
Recorded Webinar
Is Alfresco Workdesk right for your
business?
http://www.alfresco.com/events/webinars/
alfresco-workdesk-right-your-business
Contact
Workdesk Leadership
[email protected]
Twitter: @StWaldhauser
Workdesk Product Marketing
[email protected]
Twitter: @jazzonbike
Open Government
Open Standards
March 6, 2013