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ECM for Apps Partner Overview Bob Crossman VP E2.0 NATO

ECM for Apps Partner Overview Bob Crossman VP E2.0 NATO. Agenda. Oracle ECM Strategy ECM for Apps Problem & Solution ECM for Apps Design & Packaging ECM for Apps Integrations Resources Questions?. Oracle Content Management Strategy. 3.

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ECM for Apps Partner Overview Bob Crossman VP E2.0 NATO

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  1. ECM for Apps Partner OverviewBob Crossman VP E2.0 NATO

  2. Agenda • Oracle ECM Strategy • ECM for Apps Problem & Solution • ECM for Apps Design & Packaging • ECM for Apps Integrations • Resources • Questions? 2

  3. Oracle Content Management Strategy 3

  4. Why ECM for Apps?Business processes are driven by content… Marketing and Brand Management Secure Research & Collaboration Project Management Information Privacy and Protection Marketing Production Secure Deal Collaboration Sales HR Policies & Procedures Contract Management IT Legal Regulatory Compliance IT Project Management Finance Board of Directors Accounts Payable Claims Processing

  5. ECM for Apps Drivers • Higher departmental costs: • Real estate and shipping for paper storage and transportation • Low productivity and increased errors due to manual processes • Costly to comply with corporate audits • Slower operations: • Can’t attach content to workflows for escalations and approvals • Hard to collaborate on content (share/review/edit) • Hard to find content when you need it • Lack of content integrity to efficiently re-use across other applications, websites • Low visibility into process bottlenecks • Headaches for IT: • Application file systems have scalability, performance limitations • Costly and complex to integrate “point” solutions with applications • Hard to keep up with the user demands for content-enabled apps 5

  6. Oracle ECM for AppsIncrease the agility of business processes • Reduce document storage and shipping costs by eliminating paper from high transaction processes • Streamline operations with advanced in-context information management for line-of-business users • Free up user resources from manual search and retrieval and audits to spend on more valuable tasks • Ease collaboration and communication within and beyond the enterprise using library services, web publishing and workflow • Increase process visibility with real-time dashboard views

  7. Oracle ECM for AppsOne platform content-enables all applications Enterprise-wide: One content repository supports all applications Open and Integrated: Standards-based, productized integrations Complete: End-to-end, single vendor process automation Strategic: Built in line with Oracle Applications product strategy Finance HR Sales CONTENT MANAGEMENT

  8. Oracle ECM for Apps Momentum

  9. <Insert Picture Here> Use ECM to Fire Up Business Processes Forrester Research, 2008 “With its Stellent acquisition, Fusion, and enterprise apps footprint, Oracle stands to take a large share of ECM integration to support the enterprise application needs of organizations.”

  10. ECM for Apps IntegrationsUse cases • Attachments: • Replace native application attachment document stores • View and attach documents associated with application entities • Provide enterprise class scalability and functionality • Leverage application content throughout the enterprise • Examples: call centers, employee records (reviews, benefits) • Imaging: • Automate paper-based processes • Provide imaging, capture, workflow and document task processing • High document routing and mark-up requirements • Examples: Accounts payable, time & expense management, order management, employee onboarding, etc... 10

  11. ECM for Apps ApproachApplication Extension Framework & Adapters • Objective: • Provide a generic integration with business applications enabling customers to content-enable any application module • Solution: • Application Extension Framework (AXF) • Lightweight infrastructure designed to enable access to content and content-centric workflow tasks to easily extend the functionality of business applications • Application Adapter for AXF • Generic meta-data driven plug-in for each application that passes user context and associated metadata to AXF 11

  12. AXF/Application Adapter Design • Bring content to the business application • Reduce training and process • change impact on users Seamless UI Experience • Minimize application footprint • Provide configurableintegrations to reducecustomizations Loosely Coupled Back-end • Productized, supported integration • with Oracle Applications • Componentized solution builton standards Productized, not Customized

  13. Application Adapter Releases Out Now • E-Business Suite Adapter for ECM (Imaging and Attachments for Forms apps) • PeopleSoft Adapter for ECM (Imaging) • Siebel Adapter for ECM (Attachments) CY 2009 • PeopleSoft Adapter for ECM (Attachments) CY 2010 • JD Edwards Adapter for ECM (Imaging and Attachments) • E-Business Suite Adapter for ECM (Imaging and Attachments for OAF/HTML apps) • Siebel Adapter for ECM (update) 13

  14. ECM for Apps PricingOracle Content Management • Application Adapters: • $20k/CPU (based upon ECM CPUs running the Adapter) • Server Licenses: XI/PM or UCM? ECM Suite: One SKU provides comprehensive ECM infrastructure for all content-centric business needs: • Attachments • Imaging • Workflow • Web Content Management • Records Management • Etc. 14

  15. <Insert Picture Here> ECM for Apps Imaging 15

  16. EBS & PSFT Adapters for Oracle ECMImaging Solution • Can support any PSFT application or any forms-based EBS app • Key imaging markets include: • Financials: • Accounts Payable, Accounts Receivable, Expense Management • Adapter augmented by customizable solution templates • Human Resources: • Employee On-boarding, Benefits • Adapter workflow configurations provide most required functionality • Campus Solutions (PeopleSoft): • Student On-boarding, Financial Aid • Image enablement integration can be provided through configuration (similar to HR solution) • Certified with PeopleSoft 9.0 / PeopleTools 8.49 and E-Business Suite 11.5.10 and 12.1 • Attachments solution for PeopleSoft will be delivered by end of CY09

  17. Tightly Integrated User ExperienceOne-click access to imaged documents • Oracle I/PM is launched from Application UI to: • Retrieve associated images • Access work lists • Resolve exceptions • etc.

  18. Secure Annotations & RedactionsOracle I/PM Viewer • Browser plug-in and zero foot print viewers • Annotate any content • Markups individually secured. Enforce redactions • No changes to original document • Supports 400+ formats Secure annotation layer Document render layer

  19. Exception Handling WorkflowsAccelerates Financial and HR processes • Augment native processes with both automated and human workflow steps • Routed by task assignment to the right person • Triggered by email notification • Automatic rules-based re-assignment, delegation or escalation if needed

  20. Real-Time Process Monitoring Customizable dashboard views • Real-time metrics available to managers for staffing decisions and workload shifting: • Visibility into in-flight processes at the individual and aggregate level • View types including real-time lists, charts and KPIs • Business user friendly: • - Configurable rules/alerts • - User created dashboards (No programming needed)

  21. E-Business Suite & PeopleSoft Adapters Imaging Solution List tasks, perform tasks Access images I/PM VIEWER EBS / PSFT UI APPLICATON ADAPTER EBS / PSFT SERVER I/PM WEB SERVER & BPEL Send async events (e.g. invoice saved, invoice paid) Complete tasks and update index values

  22. <Insert Picture Here> ECM for Apps Attachments 22

  23. E-Business Suite Adapter for Oracle ECMAttachments Solution • Ad-hoc attachments: • Replace native application attachment document stores • View and attach documents associated with application entities • Provide enterprise class scalability and functionality • Leverage application content throughout the enterprise • Supports any forms-based E-Business Suite application, but… • Imaging solution is better suited for Financials / some HR processes • Key focus markets for attachments: • Procurement Contracts • Order Management • Asset Management • Employee Records • Case Management • Account Opening • Certified with E-Business Suite 11.x, 12.0.4+, 12.1.1+

  24. EBS Adapter for ECM - Attachments Easy access to attachments stored in UCM • Managed Attachments UI is • launched from EBS to: • View/Edit Attachments • Check-in, Scan, etc.

  25. EBS Adapter for ECM - Attachments Document Management functionality for EBS users Check-in and attach content Auto-convert to PDF, HTML, TIFF View attachments and metadata Edit documents using native apps Automatic versioning upon save Update metadata Attach existing UCM content Detach content Delete attachment revisions Invoke content-centric workflows Publish content to web sites, portals Access content via desktop integration

  26. EBS Adapter for ECM - AttachmentsScanning with Oracle Distributed Document Capture Document Classification Maps to Scan Profile Scanned Image Indexing before Automated Check In to UCM and Attachment to EBS

  27. Questions? Bob Crossman Robert.crossman@oracle.com Tara Palmieri tara.palmieri@oracle.com 34

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