CIGNEX Datamatics - Alfresco CLMS Solution
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Transcript of 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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CIGNEX Datamatics Confidential
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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CIGNEX Datamatics Confidential
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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CIGNEX Datamatics Confidential
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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CIGNEX Datamatics Confidential
About CIGNEX Datamatics
A subsidiary of Datamatics Group Services Limited
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CIGNEX Datamatics Confidential
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
CIGNEX Datamatics Confidential
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
CIGNEX Datamatics Confidential
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
CIGNEX Datamatics Confidential
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)
CIGNEX Datamatics Confidential
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
CIGNEX Datamatics Confidential
Contract Life Cycle Management
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CIGNEX Datamatics Confidential
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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CIGNEX Datamatics Confidential
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 Confidential 17
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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CIGNEX Datamatics Confidential
Contract Lifecycle Management Solution
Based on
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CIGNEX Datamatics Confidential
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
CIGNEX Datamatics Confidential 20
Metadata
Workflow Approvals
Contract Document
Compliance
Correspondence
Contract History
CIGNEX Datamatics’ CLMS Framework
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CIGNEX Datamatics Confidential 21
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
CIGNEX Datamatics Confidential 22
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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CIGNEX Datamatics Confidential
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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CIGNEX Datamatics Confidential
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
CIGNEX Datamatics Confidential
CLMS Framework Technical Specifications
• Technology Platform – Alfresco 4.0 Enterprise Edition
– OS: Redhat Enterprise Linux
– Database: MySQL
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CIGNEX Datamatics Confidential
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
CIGNEX Datamatics Confidential
Demonstration
Contract Lifecycle Management
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Based on
CIGNEX Datamatics Confidential
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]
CIGNEX Datamatics Confidential
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