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Captaris Workflow

Captaris Workflow. Microsoft SharePoint User Group 16 May 2006. Agenda. Intro to Captaris What is Workflow? Build vs. Buy – Assessing a Workflow Tool Demonstration Coming Soon… Workflow 6.0 New Horizons – Workflow 7.x. Captaris Product Offering. Captaris Workflow. RightFax.

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Captaris Workflow

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  1. Captaris Workflow Microsoft SharePoint User Group 16 May 2006

  2. Agenda • Intro to Captaris • What is Workflow? • Build vs. Buy – Assessing a Workflow Tool • Demonstration • Coming Soon… Workflow 6.0 • New Horizons – Workflow 7.x

  3. Captaris Product Offering Captaris Workflow RightFax • World-wide Market Leader in Enterprise Fax & e- Doc Delivery • Deep Integrations with Leading Enterprise Software Solutions • Document Centric, .NET Workflow Tool • Automates & Streamlines Business Processes Alchemy • Records Management and Data Archiving • Compliance-based solution

  4. Captaris Workflow

  5. Workflow Definition • Business has repeatable daily business functions: • purchase order approvals • expense claim submissions • sales orders • Documenting the flow of these functions • Progression • business rules • assignment

  6. Why Workflow? Common Scenarios • Process improvement (pain points / bottle necks) • Approval process – repetitive or duplicate efforts • Compliance (ISO, SOX) • Decision Transparency • Employee, Customer and Supplier tie-in • Knowledge transfer (retention)

  7. Assessing A Workflow Tool Build vs. Buy

  8. Assessing a Workflow Tool – The Must-Have Checklist for Successful Workflow Implementation • The workflow tool must Provide BOTH SIDES of the Workflow Equation • The tool must Enable the END USER in all FOUR functional areas • The workflow tool must have INTEGRATION FLEXIBILTY • The tool and the vendor must clearly define the SCALABILITY + FLEXIBILITY Model

  9. #1 - Good Workflow Tools Are Two Sided

  10. #2 - Acknowledge the End User USER Flexibility Knowledge Workers Interface Flexibility | Participation in Design Process Designers IDE | Wizards | Components | Open Platform | Model-Run Administrators TCO Reduction | AD Synch | Standards | Visual Mapping Business Managers BAM | Escalation | Process ROI Management

  11. Integration SharePoint CMS InfoPath BizTalk Outlook RightFax #3 - Integration Capability • Accessibility • Integration Components • XML • Open Platform • ‘A workflow tool that cannot easily integrate, with flexibility, into enterprise architecture and applications will not provide long-term competitive benefits to an organization…’ WFMC

  12. #4 - Scalability and Flexibility Model • Users • Processes • Servers • Infrastructure Architecture • Pricing

  13. i.e. Captaris Workflow Components Information Workers RightFax Information Workers Exchange Captaris Workflow Wizards SharePoint Captaris Workflow Office Workflow IDE InfoPath CMS Visual Studio VB.NET MBS BizTalk Developers Webforms WebService XML Business Managers Administrators

  14. DEMO

  15. Captaris Workflow 6.0 Coming soon…

  16. Captaris Workflow 6.0 • New Technology & New Workspace for Developers • Microsoft Visual Studio 2005 Development Canvas • Adoption of Microsoft Technology • (.NET 2.0, SQL 2005, Visual Studio 2005) • Provide developers with very robust environment

  17. IDE (Business Analyst Development Canvas) • Drag & Drop • Low Code solutions • Leverages Custom Actions REVISON REQUIRED

  18. Visual Studio 2005 (Development Canvas) • Drag and Drop Workflow • Code in VB or C# • Access Custom Actions • Template to Build Custom Actions • Debug, break points, code edit • Reference databases, Web Services, other applications

  19. Workflow Simulation 2.0 • New Units concept • Expand to include sub processes • Track Revenue • ROI Analysis • Compare Sessions

  20. Captaris Workflow 7.x Looking forward to new horizons

  21. Developer Developer Business Analyst Business Analyst Info Worker Info Worker Captaris.Workflow.Design Captaris.Workflow.Runtime. Captaris.Workflow.Simulation System Activities Workflow Objects Process Data Workflow Design Captaris Workflow 7.x (2006 - 2008) Captaris Workflow 7.0 Captaris Workflow 6.0 • Build custom activities layer on top of Windows Workflow that parallels Captaris workflow objects such as task, event, web form. • Implement Persistence and Tracking services that redirect workflow activity to our current database. • Build extended windows workflow sdk around windows workflow Captaris Custom Activities Captaris Workflow API Windows Workflow API User Interfaces Engine Roles Engine Timers Timelines Tracking Persists

  22. Thank Youkevingrobler@captaris.com

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