Fishbowl Solutions' Assessment and Scoping Overview
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Fishbowl Solutions can help envision additional uses for your Oracle WebCenter investment and integrate it with your technology roadmap. Watch this presentation to learn more!
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Fishbowl Solutions' Assessment and Scoping Overview
- 1. Fishbowl Solutions Assessment and Scoping Services for Oracle WebCenter The Leader in Value-Add Software and Services for Oracle WebCenter
- 2. www.fishbowlsolutions.com Agenda + Fishbowl Overview + Holistic Consulting Methodology + Assessment and Scoping Services Process + Why Fishbowl Solutions + Questions and Contact Info
- 3. www.fishbowlsolutions.com About Fishbowl Solutions Experience + Over 700 projects since founding in 1999 + Oracle “Gold” Partner + Oracle “Public Sector Pillar Partner” Expertise + Portals and Content Management + Enterprise Information Management + Business Process Automation Customer Successes + Across verticals Award Winning + Forrester Groundswell Award - Mobile App + Oracle Excellence Award + Enterprise 2.0 Blazer + ECM Architect of the Year + Best Places to Work
- 4. www.fishbowlsolutions.com Technology Delivery Areas Upgrades • Migrations • Content & License Upgrades • Components Portal • Oracle Portals • IBM Websphere • Liferay UCM • Document Mgt • Digitization • Workflow • Content Delivery Search • Index Tuning • GSA • Lucene • Enterprise Search Integrations • ERP • CRM • SIS • IFMS • HRMS Training • Admin Training • User Training IPM & Capture • Accounts Payable • Human Resources • Scan/Capture Records/ Retention Mgt • Compliance • Policies and Procedures • File Planning • Archiving Technology Areas Identified where Fishbowl Can & Has Delivered Solutions
- 5. www.fishbowlsolutions.com Assessment / Scoping Portfolio + Information Management Strategy + Infrastructure – High availability design for all environments – Back-up and recovery plans + Data – Repository design – Metadata and security model recommendations – Migration plan + Imaging, Digitization, Digital Assets, Records Management – ODC/ODDC Upgrade plan + Fishbowl Products + Workflow – BPM Integration plan + Upgrades – 11g to 12c recommendations + Training options
- 6. www.fishbowlsolutions.com Leading WebCenter Innovations WebCenter Mobile WebCenter Portals & Intranets Google Search Integration SharePoint Integration
- 8. www.fishbowlsolutions.com A Holistic Approach to WebCenter Consulting Help Customers Deploy and Further Leverage Oracle WebCenter Content and Portal to: 1. Consolidate Infrastructure and Software 2. Drive Employee and Customer Efficiencies 3. Reduce Costs 4. Decrease Time to Market 5. Enable Multiple Entry Points 6. Reduce IT Dependency
- 9. www.fishbowlsolutions.com Rolling out “Holistic ECM” Onsite Assessment Roadmap & Governance Implementation InformationStrategy • Benchmarking • Identification • Audit • Collection • Compliancy • Security • Structure • Processes Roadmap&Governance • User Experience Roadmap • Technology Roadmap • Governance • Scoping & Analysis/Design Implementation • Services & Products • Portal • WCM Sites • Content • Intranet Framework • GSA Integration • SharePoint Integration • Mobility
- 10. www.fishbowlsolutions.com The Core of our Methodology 1. Centralize Content Repository 2. Delivery Channels 3. Content Injection & Contribution 3-tiered approach to positioning for a unified architecture
- 11. www.fishbowlsolutions.com The Core of our Methodology 1. Centralize Content Repository 2. Delivery Channels 3. Content Injection & Contribution 3-tiered approach to positioning for a unified architecture
- 12. www.fishbowlsolutions.com The Core of our Methodology 3-tiered approach to positioning for a unified architecture 1. Centralize Content Repository 2. Delivery Channels 3. Content Injection & Contribution
- 13. www.fishbowlsolutions.com The Core of our Methodology 3-tiered approach to positioning for a unified architecture 1. Centralize Content Repository 2. Delivery Channels 3. Content Injection & Contribution
- 14. www.fishbowlsolutions.com Sites (WCM – SS) Portal (internal) Portal (external) BPEL Process Manager Business Activity Monitoring Content Conversion Server WCM Contribution Content Mgmt Document Capture / Distributed Document Capture ERPAPPS Forms Recognition Sites (WCM – SS) .com sites Publish Portlet-based integration BPM / SOA BPEL BPMN 2.0 Human Centric High-Level Unified Architecture IPM Mobile Device WCM Consumption Document Mgmt Records Mgmt SharePoint SharePoint Connector
- 15. www.fishbowlsolutions.com Holistic Content Management SharePoint Collaboration & Contribution Oracle WebCenter Suite Document Management Digital Asset Management Capture & Imaging WCM Records Management Multi-Channel Access & Delivery • SharePoint Content • Business Content • Transactional Content Fishbowl Connector Oracle SOA & BPM SharePoint Enterprise Portals Internets & Intranets ERP & CRM Mobile Access Portal Solution Accelerator Fishbowl APIApp IntegrationFishbowl Connector • Project Plans • Marketing Collateral • Contracts • Records • Invoices • Purchase Orders • Expense Reports • Pictures • Videos • Web Content
- 16. www.fishbowlsolutions.com Products for the Holistic Approach Value-Add Fishbowl Products to Extend Your ECM Investment Centralized Content Repositories • Google Search Appliance Connector • SharePoint Connector Delivery Channels • Portal Integration Suite • iOS API for iPad and iPhone Content Injection & Contribution • Enterprise Batchloader • Content Migrator • Cloud Loader • Duplicate File Checker
- 17. www.fishbowlsolutions.com Why Holistic ECM? + Think Big Picture – Move beyond information silos & isolated departments or projects – Ask the right questions up front so you don’t wind up down the wrong path + Infrastructure for the Long Haul – Where will you be in 1 year? … 3 years? + Lower Total Cost of Ownership – New projects take less time – Little to no refactoring – Benefit from reusable frameworks
- 18. www.fishbowlsolutions.com Assessment and Scoping Service Process Fishbowl Solutions Overview
- 19. www.fishbowlsolutions.com Overview of Proposed Assessment 19 Weeks Week 1 Week 2 Week 3 Week 4 Pre-Engagement • Technology & Process Questionnaires • Review Architecture Diagrams Onsite Assessment • Goals & Objectives • Current Process Review • Vendor Process Review • User Interviews Enhancement and Deep Dives • Interview Follow Up • Research • Deliverable Check Points Strategy Finalization & Presentation • Business Process Recommendations • Prioritized Roadmap
- 20. www.fishbowlsolutions.com • Business Goals • Technical Goals • Target Architecture • Understand Current Strategies Onsite Assessment Days 1 to 5 Goals & Objectives Vendor Process Review • Process Inputs, Execution and Outputs • Pain Points • Ability to Improve • Capability Enabling Technologies • Value Proposition and Metrics Current Process Review As a solution progresses through project phases, SA Reviews are normally held prior to Explore and Develop PDP gate reviews. Project team’s request an SA Review prior to making final solution design selection. User Interviews • Knowledge Workers / Users • Application Managers • Shared Services • Enterprise Architect • Infrastructure Operations • Leadership (CIO) • Security & Compliance Days 1 to 5 Deliverables • Detailed Meeting Cadence & Agenda • Daily Status Report • Current State Assessment and Recap of Observations (DRAFT) • High-Level Point of View on Recommendations • Review Deliverable with Core Team Resources Required • Process Inputs, Execution and Outputs • Pain Points • Improvement Opportunities • Capability Enabling Technologies • Value Proposition and Metrics Agenda Hrs Resources Kickoff 1 Core & Extended Team Leadership 1 Core & SME Architects 1 Core & SME Users 1 Core & SME Shared Services 1 Core & SME Security 1 Core & SME App Managers 1 Core & SME Infrastructure 1 Core & SME Recap & Next Steps 1 Core Team Onsite Assessment
- 21. www.fishbowlsolutions.com Onsite Assessment Typical Agenda 21 Onsite Assessment Day 1 Current Process and Infrastructure • Introductions • Review Goals and Objectives • Technical Capability SWOT • Architecture Overview • User Interviews (Whenever appropriate) Day 2 Process Mapping • Workflow Review • Capture Review • Reporting Needs • Application Integration Day 3 Data & Security • Discuss Content Migrations • Security • Retention Management • Project Governance • Infrastructure and Project Planning Day 4 Complete Interviews & Data Collection • Complete Investigations • Additional Interviews Day 5 Check Point • Review • Next Steps
- 22. www.fishbowlsolutions.com Deliverables Strategy Finalization & Presentation Deliverable Description Scope & Analysis Document The primary purpose of this document is to outline: • All core objectives and high-level requirements. • Incorporate or document any existing or required network diagrams, use cases, and process flows. • Document resources available and relevant timeline milestones. • Provide initial high-level design and implementation recommendations. • Provide a narrative for a proposed project implementation. High Level Project Plan The delivered project plan will incorporate a resource and work plan along with milestone dates and deliverables and should serve as the first draft of the working project plan. Architecture Diagram Consisting of the architecture proposed. Use Case Data Flow Diagrams These documents will capture the current ‘as-is’ process for any workflows or data flows required as part of the business process.
- 23. www.fishbowlsolutions.com Why Fishbowl Solutions? • Proven WebCenter Experience • 15+ years implementing, customizing, and supporting Oracle WebCenter • Oracle WebCenter Content & Portal specialized • Most Referencable WebCenter Partner in the World • Strong references across vertical markets in North America and EMEA • 200+ WebCenter projects in the last 2 years • Holistic Consulting Approach to WebCenter Projects • Further leverage WebCenter as infrastructure • Realize short-terms wins while ensuring long-term success • Proven Digitization Expertise and Experiences • Project scoping and assessments • Back-file conversions using Kofax and WebCenter • Integrating disparate data sources • Business process flow design
- 24. www.fishbowlsolutions.com twitter: @FishbowlE20 facebook: facebook.com/fishbowlsolutions linkedIn: join our groups webcenter content & webcenter portal web: fishbowlsolutions.com email: info@fishbowlsolutions.com phone: +1.952.465.3400 blog: cfour.fishbowlsolutions.com Contact Us to Learn More
Editor's Notes
- 1 minutes What do you know about Fishbowl Solutions? Who are the other Oracle partners you have used in the past? Have you used OCS? What has your experiences been with these other partners?
- Jason 1 to 2 Our current software and services initiatives for Oracle WebCenter are shown here. We have recently been focused on developing products that provide Oracle WebCenter customers with new ways to contribute content. This includes solutions for Mobile ECM, extending Oracle WebCenter capabilities to iPhone, iPad and Android devices. Additionally, we have products that provide robust batch load capabilities of digital assets and then providing users with interactive ways to tag and group photographs, illustrations, and other creative assets. And our SharePoint connector provides users of both SharePoint and Oracle WebCenter Content with that desired SharePoint front-end collaboration and content contribution backed by the power of Oracle and finally the topic of today’s discussion the Google Search Appliance connector to enable WebCenter customers to harness the power of Google Search within WebCenter Content.
- Contribution model (Web Site, UCM Interface, webdav, desktop integration, Fishbowl’s Enterprise Batch Loader, etc..)
- What documents and document types are you currently storing in WebCenter? Policies, marketing content, contracts, invoices, etc. How much? Upgrade plan? Challenges uncovered so far? What platforms are you currently using for Eaton.com, your Portals, etc.? How much content on your Portals will there be to migrate and how much will be starting from scratch?
- Process owners, support staff, DBAs, process executors,