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FileNet Training

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

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  1. FileNet Training August 7, 2014

  2. Agenda FileNet Overview Introduction to Content Engine Introduction to Process Engine Introduction to Aplication Engine FileNet in General Case Studies & Excercises Queries

  3. An Office Environment Storage How do I manage all the content? Let it be in store Paper Form

  4. An Office Environment Contd… How do I search one document from so many? Please wait while we find your document I need my document

  5. Other Problems due to Manual Processes It’s not enough to “MANAGE” Content !

  6. What is Enterprise Content Management?

  7. 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

  8. 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

  9. How FileNet function as an ECM Product

  10. What is Business Process Manager?

  11. 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

  12. 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

  13. Business Process Management ERP CRM LegacyApplications DataWarehouse Process Content Employees Suppliers Process Partners Customers Connectivity Email 3rd PartyApplications Other ContentSources 12

  14. 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

  15. 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

  16. 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

  17. 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

  18. FileNet Workplace Overview Demo on Workplace Demo on Customization

  19. Agenda FileNet Overview Introduction to Content Engine Introduction to Process Engine Introduction to Aplication Engine FileNet in General Case Studies & Excercises Queries

  20. Business Objects

  21. FileNet Document Lifecycle

  22. Workplace Overview My Workplace Browse Create/Modify Folders Create/Modify/Append/Annotate Documents Level of Customization Security

  23. Search Templates Type of Search Templates

  24. FileNet Enterprise Manager MMC console Administrative console Creation of Document Class, Custom Object classes

  25. Q & A

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