cignex datamatics - alfresco clms solution

Alfresco based

CLMS Solution

July 19, 2012

Presented By Harish Ramachandran – Cofounder & VP – Global Presales, CIGNEX Datamatics

Arun Nithyanandam – CLMS Architect, CIGNEX Datamatics

CIGNEX Datamatics Confidential

Today’s Agenda

• About Alfresco

• What does CIGNEX Datamatics do?

• Alfresco Platform

– Delivering Integrated Business Ecosystem

• Contract Lifecycle Management – CLMS based on Alfresco

– Demonstration

• Free Assessment Offer

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Alfresco is now the largest open source content management company in the world

Founded in 2005, with offices in London & Atlanta

Over 3 million community downloads

250+ global channel partners

2,500 customers in 55 countries, including…

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The Alfresco Platform

Document Management Capture, share & retain corporate content, including

documents, video, images & graphics files

Records Management Ensure governance, compliance and retention of

company or government records

Web Content Services Author, collaborate & publish to Drupal, Liferay,

JBoss Portal or your custom web app

Enterprise Collaboration Create, share, collaborate, iterate & discuss content.

Then publish to social channels.

Open Source Platform Build content-rich apps and websites using RESTful

APIs or Java & open standards like CMIS & JSR 168

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The Alfresco 4 Business Case

Forrester Study, December 2011: Alfresco Enterprise pays for itself in 10 months. But Alfresco Enterprise 4 goes even further, with…

• Increased User Adoption = Increased Enterprise Value

– The more employees that use ECM, the more ROI

• Decreased Need for Other Tools = Fewer Vendors, Lower Costs

– Built-in social publishing, free mobile apps save you money

• Performance, Scalability & Admin Improvements = Lower Operating Costs – Less downtime, more users and content per instance, easier administration

saves time & money

• B2B Collaboration Outside the Firewall = Higher Productivity

– With Alfresco in the cloud sync (due Summer 2012), employees can more easily collaborate with outside partners and suppliers, meaning higher overall productivity

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About CIGNEX Datamatics

A subsidiary of Datamatics Group Services Limited

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What Does CIGNEX Datamatics Do?

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Saving

Tim

e

Since 2000, CIGNEX Datamatics has helped clients save over $500 Million USD by adopting commercial Open Source software across 250+ implementations

CIGNEX Datamatics Confidential 8

portals

intranets

e-commerce

social collaboration

integration & ESB

mobile apps

SAP/ ERP apps

CLMS

web content management

document management

records management

digital asset management

big data/analytics

business intelligence

business process/BPO

enterprise search

Open Source Center of Excellence (CoE)

DAM

Where We Can Help You


Alfresco Practice at CIGNEX Datamatics

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• Close working relationship since 2005 – Platinum Partner

– Conduct Alfresco training worldwide

• Global Platinum Partner – Deployed over 50 enterprise solutions

– Over 50 Alfresco consultants

– Developed Accelerators & frameworks • Toolkit: Migration from Documentum

• Contract Lifecycle Management

• Achievements – Alfresco “Recognized Developer”

– Authored 4 Alfresco Books

– 2010: Alfresco Partner of the Year

– 2008: Best North American implementation of the Year

– 2007: WCM Implementation of the Year

2010 Alfresco APAC Partner of the Year

2010 Alfresco North America Partner of the Year


Alfresco as a Platform

Delivering IBE - Integrated Business Ecosystem

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Building a technology platform to compete in the connected economy

Stake Holders

ECM

E-commerce

Learning Management

ERP

CRM

BI

Business Portals

Legacy Applications

• Employees

• Clients

• Partners

• Suppliers

• Government

• Bank

Alfresco: Integrated Business Ecosystem


Alfresco Implementations by CIGNEX Datamatics

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Industry

Healthcare High Tech Telecom, Media, Entertainment

BFSI Education Government Travel &

Hospitality

Document Management

Record Management

Web Content Services

Enterprise Collaboration

Content Integration And Services

Integrations

Applications

Solutions

ECM, Portals & Social Collaboration, Workflows (Staffing Solutions, CLMS)


Alfresco Integrations by CIGNEX Datamatics

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Alfresco DM

External Feeds (News XML, ZIP, Email, Scanners, Fax, Others)

External Apps (Digital Assets, Meta-

Data)

DAM System, Asset Storage

RESTful Web Services/ Web Scripts/ CMIS

Administrators

RPM

Versioning

Search

Transformations

Workflow

Scripting

Security

Templates

Rules Engine

Modeling

X-forms


Contract Life Cycle Management

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Why CLMS ?

A proactive & methodical management of Contracts from initiation through award, to compliance and renewal

Acts as a key link between Strategy & Execution

Encompasses all critical business functions – Sales

Marketing

Purchases

Finance

Legal

HR & Suppliers/Customers

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Benefits of CLMS

• Key Benefits – Cut contract cycle time, greater visibility and boost productivity

• Centralized Repository and an Enterprise-wide, structured process to manage contract creation and execution

• Automated workflow for contract review and approvals

• Recognize revenue quicker

• Take advantage of renegotiation to improve terms

• Effectively manage contract milestones via automated alerts

– Ensure Compliance

• Avoiding penalties and sanctions by ensuring operational and regulatory compliance

• Obligations management capabilities and key performance indicators to improve contract compliance and performance

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CIGNEX Datamatics Contract Management Expertise

• Over 10 Years in the Contract Management Domain

• Industries

– Pharmaceutical, BFSI, Bio Tech, Media, Diagnostics, Energy, Defense, Manufacturing, Consumer Goods

• Involved In

– Business Analysis

– Design

– Implementation

– Roll out

– Product Management

• Open Source

– Contract Management Solution

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Contract Lifecycle Management Solution

Based on

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Alfresco 4.0 for CLMS

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Alfresco as a CLMS

Activiti Workflow

Site Administration

Share Drag & Drop

Content Platform

For portals

Cloud

• Central Repository with security privileges • Automated business processes – Workflow, Business Process Management • Facilitating collaboration among departments • Reducing manual overheads as well as paper or storage costs • Document retention & compliance to regulations


Metadata

Workflow Approvals

Contract Document

Compliance

Correspondence

Contract History

CIGNEX Datamatics’ CLMS Framework

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Features of CLMS Framework

Contract Creation

Contract Negotiation

Contract Execution

Contract Administration

Contract Analysis

Spend Details Preferred Suppliers Resource Optimization Process Improvements

Amendments, Renewals Commitments Notifications / Alerts Search & Reports Terminations

Drafting Reviews, Approvals Validations Storage, Audit Trails

3rd Party Approvals Redlining Versioning Activation

Capture signatures Setup Expirations Central Repository

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Contracts live a complex lifecycle


Drafting Best Process Workflow

Applicable to Draft New Agreement Action New Agreements created in the system Multiple Activities Draft agreement Internal reviews Internal approvals External negotiations Collect signatures Activate Agreement

Activity Description Default Responsible Owner

Draft Document Prepare documents Contract Manager

Reviews Review agreement language based on clause level reviews

Reviewers

Approvals Approve based on Approval authority / Corporate policies

Contract Approver

Negotiations Negotiate with external party Contract Manager

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Why an Auto Parts Company needed CLMS

• Client Overview – From a single store in 1950s to over 3,500 stores with more 45,000

team members

• Why Open Source based CLMS was needed? – To manage all their supplier agreements

– To renew their supplier agreements with the latest approved supplier policies

– To properly maintain multiple versions through redlines during negotiation

– To enforce internal approval policies and guidelines

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Customized CLMS for an Auto Parts Company

• Benefits – Only approved

product lines in the agreement

– Ensure validity of the agreement by having policy driven approvers and signatories

• Solution Features – Integrate with

Supplier Master for approved product lines

– Integrate with Supplier Master for Signature Authority

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PO based on Contract

Spend Details recorded in Contract

Products / Services

Contracts

Purchasing PO’s Receipts Invoices

Suppliers

Payment System

Send Payment on 3-way match

Mark Payment Sent

DOA Approvals

Active Directory Reports


CLMS Framework Technical Specifications

• Technology Platform – Alfresco 4.0 Enterprise Edition

– OS: Redhat Enterprise Linux

– Database: MySQL

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Customized CLMS for a Bank

Solution Overview

• Implementation of a regional procurement & Contract management system for a southeast Asian bank – Multi-country roll-out and support for 3 languages

– Integration with Peoplesoft Account Management & Accounts Payable Systems

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Benefits • Reduced TCO by 70%

for a leading Asian Banking & Financial Services Group by rolling out an Alfresco based Contracts & Procurement System across 5 countries

• Improved operational efficiency by 90% and migrated 5,000+ legacy contracts


Demonstration

Contract Lifecycle Management

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Based on


Creation of a Contract

• Contract is created by either uploading any current document / folder or by creating a new file

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Drafting of Contract

• Contract which was uploaded / created goes through the next step of creating workflow

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Contract Workflow Management

• After the contract is created, it is termed as “Draft Contract” as it is still under the process of reviewing and negotiation through the workflow operation as shown below

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Contract Negotiation

• This workflow enables the negotiation phase where the particular contract is selected and particular comment is added for the workflow process

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Contract Review

• The particular contract is sent to the designated authority for reviewing, changing the T&C’s, updating prices and to send for vendor signature

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Status of a Contract Analysis

• This dashlet shows contracts which are • Active / Executed

• Awaiting Activation (Approval)

• Cancelled

• Inactive

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Dashlet - My Tasks

• User Tasks – A dashlet on each User’s page shows the upcoming tasks and status

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Free Assessment Offer

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This assessment enables companies to maximize existing IT assets and

build a roadmap of the vetted Open Source technology options to:

• Reduce software costs up-to 70%

• Help generate opportunities for growth and service

The FREE Assessment Offer Includes:

• Situation Analysis

• Gap Analysis

• Recommendations/Roadmap

For more information, please visit:

www.cignex.com/alfresco-freeassessment

or contact us at [email protected]

http://www.cignex.com/alfresco-freeassessment



mailto:[email protected]


Thank You. Questions?

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CIGNEX Datamatics makes Open Source work for you! Arun Nithyanandam [email protected] 1-408-886-9945

Harish Ramachandran [email protected] 1-408-886-9934