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360 4.1 ServicePack 6

360 4.1 ServicePack 6. Planned features. KEG 10.02.2013. Software Innovation - Mission & Vision. Mission Software Innovation is committed to helping organizations manage, share and use information - turning it into their most valuable asset

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360 4.1 ServicePack 6

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  1. 360 4.1 ServicePack 6 Planned features KEG 10.02.2013

  2. Software Innovation - Mission & Vision • MissionSoftware Innovation is committed to helping organizations manage, share and use information - turning it into their most valuable asset • VisionThe future-proof choice for information management!

  3. Important trends in ECM • By 2015, at least 60% of information workers will interact with content applications using a mobile device • By 2015, 80% of ECM vendors will provide cloudservice alternatives • ECM vendors are adding business process support capabilities • ECM vendors are investing in improving ease-of-use. 20% of historical ECM projects are failing due to poor user experience Cloud Information Social Mobile

  4. Road Map 360 – 2012-13

  5. A new Way of Work • «How to createproductscustomerslove?» • Product Discoverybefore Product Development and Delivery • Customer references before release • Inspiration: MartyCagan: Silicon Valley Product Group (SVPG) http://www.svproduct.com/ • Canyouuse it? willyouuse it? • Will thecustomerbuy it? • Canwebuild it? • Identify Minimum Viable Product and describewhat to build

  6. Main Releases 2012-13 2013 2012 • eGov elements • Document Exchange & Dispatch • OpenGov Cases • eWorker Win8 • «CaseMngmt in Outlook» • RA:FS process RM • Technical Case • InformaitionActRecquests • RecordMngmt Reports • General features • Policy Documents: Distribution matrix • Progress plans (decisionpoints) • Searchimprovemetns • Document Folders • Notification framework • Updated standard packages 4Q DEC SEPT MAY Updates 4.1 SP5 4.1 SP7 4.1 SP6 RTM 4.1 SP6 GA • Technology Alignment • Office 2013 client support • SharePoint 2013 support • Cloud pilots • SharePoint Search • Web Office Apps • New Admin. • Graph. Workflow • Social/Yammer • New Look & Feel • New DocProd

  7. Open Government - Publishing - Communication:dispatch & exchange

  8. Open Government: Online Information Access via Cloud Portals • Public access to - records- documents- cases- meetings • Online orderingofdocumentsaccording to Information Act Laws

  9. Public Journal integratedwithInformation ActRequestmodule • Online orderingofdocumentsthatis not published • Butcan be requestedaccording to the Public Information Act Auto import ofrequests 360 Cloud On Premise

  10. Online Access to governmentmeetings • Public access to - meetings- Agenda cases- documents- protocols

  11. Online Access to Building License / planning… cases • Public access to specific case types • BING mapsintegrationbasedon adresses

  12. OpenGovernment: Electronic Dispatch & Exchange ofDocuments • SecureDocument Exchange • B2B • SecureDispatch to Inboxes • B2C (& B2B) • Functionality • Facsimileintodocument • Conversion into PDF/A • Signing & Encryption via PKI

  13. New dispatchchannels in ServicePack 6 • Denmark: • «Datafølgeseddel» (B2B) – documentexchange • DKAL (B2C) • Norway • Altinn via MXA (B2B) - • Altinn via SvarUT (B2C) - personal mailbox • Digipost (B2C) – personal mailbox • BEST/EDU (B2B) – documentexchange

  14. January 2013 Project Collaboration using SharePoint & 360

  15. How 360° adds value to the SharePoint investment • SharePoint is a toolbox – not an application • SharePoint needsheavycustomizationto offer more than simple doc.mngt & collaboration – 360 offers standard solutionsontop • SharePoint is separate informationsites - 360 complementswith a centralcompliantrecordsrepository • 360 enhance SharePoint functionality in many areas (Outlook integration, revision management, accesscontrol, auditing, relationalnavigationetc) • Standard applicationsreduces total costofownership BUT SHAREPOINT IS A GREAT PLATFORM FOR ECM SOLUTIONS!

  16. Collaboration in SharePoint projectsites • Challenges experienced by Governmentorganizationsusing SharePoint sites for projectcollaboration: • Documentscreated in theprojectsiteare not properlyjournalized & archived in 360 • Externalincomingdocumentscreated in 360 via e-mail or scanningare not directlyavailable in the SharePoint projectssites • Documentscreated in the SharePoint site not available for non-projectmembers • No cleardistinctionbetweentemplates & documents in the SharePoint sites • Limited documentproductionfeatures in the SharePoint site

  17. ServicePack 6A new 360 webpartavailable for SharePoint sites Createdocuments in 360 usingtemplates or upload Filter the list using «cases» as document folders ….. Or search for projectdocuments…. Make «reports» using standard 360 searchviews

  18. Can be used as anyother SharePoint webpart

  19. Integrated documentproductionusingthe 360 templateselector

  20. Can be used in any SharePoint site The connection to a 360 projectcan be set via webpart parameter

  21. And from localSharePoint libraries in thesiteyoucanstill usethe 360 RM connector or «360 archiving» functions

  22. Simple Case Management in Outlook

  23. ServicePack5: WeintroducedSearch/Browse, Preview, Get, Send & Save

  24. In ServicePack 6: Weextendwith Case Management features The supportedprocess:

  25. «App» development …from IOS & Android to Windows 8

  26. eWorker for Windows 8 Status dashboard Search & retrieval Document Distribution PerformworkflowTasks MS Office integration IntroducingeWorker (Manager) for Windows 8

  27. 360 Policy Documents - Introducing Push Distribution & Auditreporting

  28. 360 Policy Documents • Document Administration • Versions – Revisions – Approval – Audit • Presentation support • URL links – WebServices – Webparts • NEW SP6: Active Distribution & Audit support • Distribution plans - Notifications – Reports & Audits • & (simple handbook management)

  29. Why «push» distributionof policy documents? • Automatedistributionofnewrevisions • Push notifications to subscribers • Collectreceipts – logging user • Support audits • Whichrevisionswereout at DD.MM.YYYY? • Had Person Xread Doc Y at DD.MM.YYYY? • Who has NOT read Doc Z • Target Customers • Organisationsneedingstrict handling ofprocedures • Organisationsthatare targets for audits

  30. 1. Createdistributiongroups & distribution plans

  31. 2: Distributetasks to userswhennewrevisions is published And all to a newemployee

  32. 3: End-usersnotified in task-inbox & via e-mail

  33. 4: Reports for managers, doc.responsible and auditors Status for a given user Status for a given revision Statis for a given userat a given date

  34. Miscnewfeatures

  35. Fulltextsearch in title& namefields • «All ofthesewords», «Someofthesewords» as well as theprevious «Exactphrase» introduced

  36. Criterias in «dynamicfavourites» cannow be edited

  37. A userdefinedresultlistcannow be set as default listein a «Favourite» webpart

  38. Progress plan enhancements • Decisionpoints • Select thenextstep to be taken at a decisionpoint • The system insertsnewphases in thecurrent plan • Improveduserinterface • Reporting webpartsnowalsoavailable for projects

  39. New web-based reports for recordscontrol • Public registry • Ongoingregistry • Backlog list • Maturity list • Downgrade list • Transfer list • Archive Summary

  40. Improvements in the360 Plan & BuildingLicense module (NOR) • A new «Responsibility Holder» Register • Improvedsearchfunctionality • Misc metadata enhancements • OpenGov Cases – internetpublishingofplan&building cases (seesep slide • Progress plan enhancements (see separate slide)

  41. Improvements in the360 Plan & BuildingLicense module (SWE) • Handling recievers for documentproduction • Improved FIR integration • Progress plan enhancements (see separate slide) • (OpenGov Cases – internetpublishingofplan&building cases (seesep slide)

  42. Supporting a processorientedwayofwork(includingtheSwedish RA:FS standard) • Createdocumentsaccording to a processoriented file plan • Record type as lowestlevel • Inheritsaccess info, retentionetc from the fileplan/record type • A newAdminmodule for FilePlanregistration • Includingimporting from Excel

  43. Improvements in the360 Information Actrequestmodule • Requestinformationabout a Case or a theme • Handle such a request as «a case» • Automatic ordering from Public Journal Azure • (see separate slide)

  44. Document folders in entities & hierarchicalbrowsing • To be updated • Planned • Ability to createdocument folders inside a standard entity (case, project, …) • Ability to browsehierarchicallythroughprojects, subprojects, cases, documents and files

  45. Board Manager – administrationofboardmembers

  46. Separate function for administrationofboardmembers

  47. …and for administrationofdistribution info

  48. New standard packageconfigurations

  49. Reconfigured standard packages 360 Business 360 Public SWE 360 Public Int’rnl Menus Desktops Standard values TB updated TB updated

  50. Technology roadmap

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