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Alfresco streamlines business-critical document processes loan origination insurance claims

Alfresco streamlines loan origination, insurance claims, invoices, and more. Drive process efficiency, cut costs, ensure customer satisfaction, and enhance collaboration. Explore process-centric and collaboration-centric solutions like loan origination, claims processing, deal management, and employee onboarding. Discover Alfresco Workdesk's features and benefits for your business processes. Optimize content management with Alfresco's Enterprise Content Platform and Content Collaboration & Intranets solutions. Benefit from the top 5 global internet company using Alfresco Workdesk for deal document management. Alfresco Workdesk offers dynamic views, configuration options, and smooth migration from legacy systems.

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Alfresco streamlines business-critical document processes loan origination insurance claims

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  1. Alfresco SolutionsIntroducingAlfresco WorkdeskStreamline your document-centric business processes.Build repeatable solutionsJohn Powell Founder Alfresco

  2. Alfresco streamlines business-critical document processes loan origination insurance claims customer invoices legal contracts government records employee forms financial reporting rich media publishing

  3. Is your business-critical content challenge • Process-centric? • Process efficiency • Cost savings • Customer satisfaction • Compliance • Collaboration-centric? • Organizational productivity • Business agility • Time-to-market • Compliance Loan origination Claims processing Deal management Mailroom automation Employee onboarding Customer onboarding Mobile claims assessment Content collaboration Media publishing Shared-drive replacement Mobile content management

  4. New! • Collaboration-centric • Browse, search, collaborate, organize, share, retain. Ad-hoc. • Process-centric • Process your document queue, access case files, audit. Defined.

  5. The Content Management Landscape • Integrated with ERP, CRM • Records retention • Imaging/archiving • Process-centric Transactional Content & Workflow • Custom content apps • Content services • Document management • Search, organize • Sharing • Mobile access Enterprise Content Platform Content Collaboration &Intranets WebContent (WCM) • Web experiences • Channel optimization • Digital asset management • Archiving

  6. The Content Management Landscape • Integrated with ERP, CRM • Records retention • Imaging/archiving • Process-centric • Case Management Alfresco Workdesk • Custom content apps • Content services • Document management • Search, organize • Sharing • Mobile access Alfresco platform Alfresco Share WebContent (WCM) • Web experiences • Channel optimization • Digital asset management • Archiving

  7. Top 5 Global Internet CompanyUses Alfresco Workdesk for deal document management for their global M&A business. Alfresco Workdesk use cases Swiss Insurance CompanyUses Alfresco Workdesk to process insurance claims and automate their mailroom operations. US Power Plant Uses Alfresco Workdesk to manage the document workflow for large projects. Global Investment Banking of Top 5 Intl. BankUses Alfresco Workdesk for deal management with 3,000 users in 50+ countries. Process Outsourcer for German Savings Banks Uses Alfresco Workdesk to automate hundreds of processes to reduce costs. Largest German Savings BankUses Alfresco Workdesk to manage credit files easily on any web browser, pulled from a legacy ECM environment.

  8. The Alfresco Workdesk difference • Business Role ManagementWho you are and your business role determines what application, content, and actions you see. • Dynamic Folders & ViewsFolders and actions are dynamic, determined by your role in the process. 1 document can live in many views. • Configuration over CodingAlfresco Workdesk is designed to be configured to your specific business needs and processes.

  9. Business Roles & Dynamic Views HR Alfresco Workdesk enables you to see the right content, at the right time, based on your role. Standard Alfresco One web & mobile views Business Roles Personalization AlfrescoContent Repository Finance Legal

  10. Delivered anywhere you need • In any web browser • no client install • Drag & Drop, inline editing • Focus on usability (508 compliance) • Add-on for advanced editing • In your Office application • Never leave your Office application • Direct access to content & metadata • Perform actions from MS-Office & other apps • On your iPad and iPhone • App for iOS devices

  11. Smooth Migration:Old Client/Server to Web/Cloud Legacy Business Application Legacy ECM Repository • Data Migration • Phased over months • To Cloud or On Premise

  12. Global Drugs Company uses Workdesk Drug Compliance

  13. Global Drugs company uses WorkDesk Drug Search

  14. Alfresco Workdesk Summary • Streamlines document-centric business processes for:Process efficiency Cost savings Customer or employee satisfaction Process compliance • Process your documents, access case files, have an audit trail • Faster time-to-value by focusing on configuration over coding • Delivered in a browser, on the desktop or on mobile devices • Common Alfresco infrastructure for multiple content use cases

  15. What is yourprocess-centric content challenge? alfresco.com

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