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Knowledge that matters Extend JD Edwards with Powerful workflows

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Page 1: Extend JD Edwards with Powerful workflows...Knowledge that matters Why Workflow Automation Triggering tasks in a specific sequence Replacing paper stacks of incoming and outgoing forms

Knowledge that matters

Extend JD Edwards with Powerful workflows

Page 2: Extend JD Edwards with Powerful workflows...Knowledge that matters Why Workflow Automation Triggering tasks in a specific sequence Replacing paper stacks of incoming and outgoing forms

Knowledge that matters

Topics

Introductions

Requirement for workflow automation

Solution components

Demo & features

Page 3: Extend JD Edwards with Powerful workflows...Knowledge that matters Why Workflow Automation Triggering tasks in a specific sequence Replacing paper stacks of incoming and outgoing forms

Knowledge that matters

“We provide high-quality application, integration and

development services related to Oracle JD Edwards and Oracle

Cloud Applications.”

Page 4: Extend JD Edwards with Powerful workflows...Knowledge that matters Why Workflow Automation Triggering tasks in a specific sequence Replacing paper stacks of incoming and outgoing forms

Knowledge that matters

Page 5: Extend JD Edwards with Powerful workflows...Knowledge that matters Why Workflow Automation Triggering tasks in a specific sequence Replacing paper stacks of incoming and outgoing forms

Knowledge that matters

Page 6: Extend JD Edwards with Powerful workflows...Knowledge that matters Why Workflow Automation Triggering tasks in a specific sequence Replacing paper stacks of incoming and outgoing forms

Knowledge that matters

Topics

Introductions

Requirement for workflow automation

Solution components

Demo & features

Page 7: Extend JD Edwards with Powerful workflows...Knowledge that matters Why Workflow Automation Triggering tasks in a specific sequence Replacing paper stacks of incoming and outgoing forms

Knowledge that matters

Why Workflow Automation

Triggering tasks in a specific sequence

Replacing paper stacks of incoming and outgoing

forms

Track progress of tasks, ownership

Internal communication platform / social

collaboration

Related or unrelated to activities within JD Edwards

Communicate with outside world

Page 8: Extend JD Edwards with Powerful workflows...Knowledge that matters Why Workflow Automation Triggering tasks in a specific sequence Replacing paper stacks of incoming and outgoing forms

Knowledge that matters

Automating ‘non-ERP’ functions

‘Non-ERP’ functions: Dynamic process, input & use

Sales / CRM

Legal / Purchase Contract Management

Facility Management / Inspections

Case Management / Complaints

Page 9: Extend JD Edwards with Powerful workflows...Knowledge that matters Why Workflow Automation Triggering tasks in a specific sequence Replacing paper stacks of incoming and outgoing forms

Knowledge that matters

Requirements

Simple & effective user interface

Available on mobile devices

Flexibility

Fast delivery

Provide roles with limited need for interaction

with(in) JDEdwards,

▪ with the information they need

▪ and an alternative way to feed data into the system

Page 10: Extend JD Edwards with Powerful workflows...Knowledge that matters Why Workflow Automation Triggering tasks in a specific sequence Replacing paper stacks of incoming and outgoing forms

Knowledge that matters

ERP Workflow / flex UI

+

A comprehensive solution

Page 11: Extend JD Edwards with Powerful workflows...Knowledge that matters Why Workflow Automation Triggering tasks in a specific sequence Replacing paper stacks of incoming and outgoing forms

Knowledge that matters

Topics

Introductions

Requirement for workflow automation

Solution components

Demo & features

Page 12: Extend JD Edwards with Powerful workflows...Knowledge that matters Why Workflow Automation Triggering tasks in a specific sequence Replacing paper stacks of incoming and outgoing forms

Knowledge that matters

=Podio

Solution Components

Portal

Page 13: Extend JD Edwards with Powerful workflows...Knowledge that matters Why Workflow Automation Triggering tasks in a specific sequence Replacing paper stacks of incoming and outgoing forms

Knowledge that matters

Citrix Podio

Agile workflow & collaboration application

Cloud based

Offering ‘apps’ for CRM, Project management,

Case management and many other functions

Own apps and workflows are created in

minutes

Mobile and desktop html interface

Data en datatransfer is encrypted

Page 14: Extend JD Edwards with Powerful workflows...Knowledge that matters Why Workflow Automation Triggering tasks in a specific sequence Replacing paper stacks of incoming and outgoing forms

Knowledge that matters

Citrix Globiflow

Workflow automation component

‘Trigger – filter – action’

Add/update items

Creation of PDF’s, e-mails

Integration of different applications

Page 15: Extend JD Edwards with Powerful workflows...Knowledge that matters Why Workflow Automation Triggering tasks in a specific sequence Replacing paper stacks of incoming and outgoing forms

Knowledge that matters

Integration with JD Edwards

Rest integration, taking advantage of AIS

Own API development (from JDE to Podio)

Using ‘Globilflow’ Citrix Saas middleware for the

process flows

Page 16: Extend JD Edwards with Powerful workflows...Knowledge that matters Why Workflow Automation Triggering tasks in a specific sequence Replacing paper stacks of incoming and outgoing forms

Knowledge that matters

Portal

Portal for 3rd party communication

Own branded portal

Provide Podio information

Allow for data entry

Cloud based solution

Page 17: Extend JD Edwards with Powerful workflows...Knowledge that matters Why Workflow Automation Triggering tasks in a specific sequence Replacing paper stacks of incoming and outgoing forms

Knowledge that matters

Topics

Introductions

Requirement for workflow automation

Solution components

Demo & features

Page 18: Extend JD Edwards with Powerful workflows...Knowledge that matters Why Workflow Automation Triggering tasks in a specific sequence Replacing paper stacks of incoming and outgoing forms

Knowledge that matters

DEMO

Podio

JDE – Podio Integration

Podio – Portal Integration

Page 19: Extend JD Edwards with Powerful workflows...Knowledge that matters Why Workflow Automation Triggering tasks in a specific sequence Replacing paper stacks of incoming and outgoing forms

Knowledge that matters

Features of Podio:

Podio Apps

Speed / Flexibility of configuring workflows and apps

Instantly available on Mobile devices

Different views, queries

Integration with Outlook

Social collaboration

Synchronization with JD Edwards

Webform

Page 20: Extend JD Edwards with Powerful workflows...Knowledge that matters Why Workflow Automation Triggering tasks in a specific sequence Replacing paper stacks of incoming and outgoing forms

Knowledge that matters

Globiflow elements

Workflow builder

Trigger tasks/activities based on events

Date triggers

Connecting different applications

Update / Change Podio forms

Generating PDF’s

Sending e-mail

Send SMS text

Integrate with Document Management (Sharefile)

Integrate with signature capturing (Rightsignature)

Embed Podio forms in a website

Insert intelligent links and buttons in e-mails

Page 21: Extend JD Edwards with Powerful workflows...Knowledge that matters Why Workflow Automation Triggering tasks in a specific sequence Replacing paper stacks of incoming and outgoing forms

Knowledge that matters

=

Podio

Sharefile

Rightsignature

Portal

Solution Components - Options

Page 22: Extend JD Edwards with Powerful workflows...Knowledge that matters Why Workflow Automation Triggering tasks in a specific sequence Replacing paper stacks of incoming and outgoing forms

Knowledge that matters

Citrix Sharefile

An Enterprise Document Management system

for synchronisation, sharing and storage of

documents

Data can be stored ‘on premise’ or in the cloud

Supports severe corporate data encription

policies

Integrates with JD Edwards, Podio, MS

Outlook & MS Office

Page 23: Extend JD Edwards with Powerful workflows...Knowledge that matters Why Workflow Automation Triggering tasks in a specific sequence Replacing paper stacks of incoming and outgoing forms

Knowledge that matters

Rightsignature

To capture handwritten signatures

On any device, PC or Mobile

Step-by-step guided signing

Secure

Legally Binding

Page 24: Extend JD Edwards with Powerful workflows...Knowledge that matters Why Workflow Automation Triggering tasks in a specific sequence Replacing paper stacks of incoming and outgoing forms

Knowledge that matters

Portal

Portal for 3rd party communication

Own branded portal

Provide Podio information

Allow for data entry

Cloud based solution

Page 25: Extend JD Edwards with Powerful workflows...Knowledge that matters Why Workflow Automation Triggering tasks in a specific sequence Replacing paper stacks of incoming and outgoing forms

Knowledge that matters

Thank You!