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FileNet Training. August 7, 2014. Agenda. FileNet Overview Introduction to Content Engine Introduction to Process Engine Introduction to Aplication Engine FileNet in General Case Studies & Excercises Queries. An Office Environment. Storage.
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FileNet Training August 7, 2014
Agenda FileNet Overview Introduction to Content Engine Introduction to Process Engine Introduction to Aplication Engine FileNet in General Case Studies & Excercises Queries
An Office Environment Storage How do I manage all the content? Let it be in store Paper Form
An Office Environment Contd… How do I search one document from so many? Please wait while we find your document I need my document
Other Problems due to Manual Processes It’s not enough to “MANAGE” Content !
Content Forms Web Pages Electronic Documents Print Output Photos, Graphics, Video Paper Documents & Files Enterprise Applications (Invoices, Statements, etc.) Email Databases Fax Collaborate Create, access, and manage Search Lifecycle management Archive Secure ENTERPRISE WIDE 6
Enterprise Content Management Storage How do I manage all the content? Let it be in store • “Enterprise Content Management: the technologies, tools, and methods used to : • Capture • Manage • Store • Preserve & • Deliver content across an enterprise.” Deliver Content Across Enterprise Store & Preserve Capture Manage
Process Transactions Human Resources Web Content Review & Approval Regulatory Compliance Contract Review Customer Service Auditable Consistency and control Automate, streamline, and optimize Simulate and analyze Handle exceptions Activating content ENTERPRISE WIDE 10
Connectivity ERP CRM LegacyApplications DataWarehouse Employees Suppliers Partners Customers People to people Multiple repositories Systems to people Virtual Content Management Systems to systems Email 3rd PartyApplications Other ContentSources 11
Business Process Management ERP CRM LegacyApplications DataWarehouse Process Content Employees Suppliers Process Partners Customers Connectivity Email 3rd PartyApplications Other ContentSources 12
BPM – Business Benefits Increased Efficiency Enhanced Effectiveness • Data Entry • Reduce Manual Data Entry / reuse data once entered • Improve time to capture data • Eliminate / reduce errors • Multi-Channel Integration • Better customer experience • Process Automation • Reduction of cycle time • Lower cost / higher volumes of transactions • Effective SLA tracking • Process Monitoring and escalations • Equitable distribution of work • Real time visibility to processes • Process Optimization • Simulate processes • Eliminate Process Bottlenecks • Re-engineer processes • Increase ROI on existing systems • Handle exceptions faster and better • Better monitoring and capture of exceptions • Auto-approvals • Straight through processing • Improved Decision Making • Better review process results in better decisions • Faster decisions because of availability of all data • Consistent Execution • Process driven rather than people driven • Better and predictable customer experience Supports Agility • Improved Regulatory Compliance • Flexible system enables faster regulatory compliance • Supports changing market demands • Facilitates implementation of newer processes and business models
Content Engine Architecture APIs provide extensible Platform for development and cross repository queries J2EE compliant application server Highly scalable Object-oriented, extensible metadata model for data representation
Process Engine Architecture Workflow enabled architecture Email Notification Rules Connectivity Framework Process Task Manager – configure and manage process services Workflow database Component Integrators provides extensible Integration framework
Application Engine Architecture Workplace: Build using WAT framework Leverages XSL for rendering Graphic interfaces – PTM, PD, PCC , PA, etc Content and Process API Workplace Configuration and Customization
FileNet Workplace Overview Demo on Workplace Demo on Customization
Agenda FileNet Overview Introduction to Content Engine Introduction to Process Engine Introduction to Aplication Engine FileNet in General Case Studies & Excercises Queries
Workplace Overview My Workplace Browse Create/Modify Folders Create/Modify/Append/Annotate Documents Level of Customization Security
Search Templates Type of Search Templates
FileNet Enterprise Manager MMC console Administrative console Creation of Document Class, Custom Object classes