FishbowlToGo Mobile App Webinar - June 2013
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FishbowlToGo is a mobile app that allows users to access content from Oracle WebCenter on their iPhone or Android devices. It provides features like searching for content, viewing documents, creating favorites, checking in new items, and reviewing workflow assignments. The app streamlines business processes by enabling tasks like invoice and purchase order approval from mobile devices. It also allows quick access to important documents on the go without paper copies. The app is available for free on app stores but a premium version provides additional capabilities when used with a FishbowlToGo license on the WebCenter server.
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FishbowlToGo Mobile App Webinar - June 2013
- 1. FishbowlToGo Mobile App for Oracle WebCenter Content Webcast Presented by Fishbowl Solutions 6.6.2013
- 2. www.fishbowlsolutions.com Agenda + Who is Fishbowl Solutions + Mobility Trends & Business Drivers + FishbowlToGo Mobile App Overview + Demo + Use Cases + Deployment & Technical Details + Questions
- 3. www.fishbowlsolutions.com About Fishbowl Solutions + 100+ deployments in last 2 years + Focused on portals & content management since 1999 + Solutions offerings & value-add components for Oracle WebCenter + Oracle Specialized Gold Partner for WebCenter Content & WebCenter Portal
- 4. www.fishbowlsolutions.com Fishbowl Innovation & Expertise WebCenter Mobile WebCenter Intranets & Portals Google Search Integration Upgrades & Migrations
- 5. www.fishbowlsolutions.com Retrospective: Mobile ECM at Fishbowl 2010 Fishbowl wins the business from large medical device manufacturer to create mobile sales enablement application for Apple iPads 2011 Medical device manufacturer deploys Fishbowl’s mobile tablet application for WebCenter to 6,500 sales reps globally Fishbowl wins Forrester Groundswell award Medical device manufacturer wins Oracle Fusion Innovation award 2012 Fishbowl releases Collaborate mobile application Banner Engineering deploys Fishbowl’s mobile tablet application for WebCenter to 3,000+ sales reps and distributors Fishbowl releases ECM iPad app on the Apple App Store 2013 Fishbowl releases Android app for WebCenter on Google Play Fishbowl releases FishbowlToGo phone app for Oracle WebCenter on iTunes and Google Play
- 6. www.fishbowlsolutions.com Business’ Perspective Better management, organization & presentation of materials
- 7. www.fishbowlsolutions.com Mobile Options from Fishbowl • Virtual Binder for Content Consumption • Guided Navigation + Search • Custom User-Created Content Folders • Online / Offline File Sync • External Content Sharing • Custom applications • Tailored Use Case • Oracle WebCenter integrations • Leverages Fishbowl API • Enabling Mobile Access to Web Sites • Single Template, Multiple Experiences • Mobile WebCenter Content Access • Search & Favorites • Workflow Review • Content Check-In Custom Mobile ApplicationsFishbowlToGo Phone App (iOS & Android) Mobile Library Tablet App (iOS & Android) Responsive Design for WebCenter
- 8. www.fishbowlsolutions.com What is FishbowlToGo? + Native App for iPhone or Android + Access WebCenter Content items + Free Download on iTunes and Google Play
- 9. www.fishbowlsolutions.com Why FishbowlToGo? 1. Enable mobile access to crucial information – Documents – Reports – Presentations – Images – Audio and video files
- 10. www.fishbowlsolutions.com Why FishbowlToGo? 2. Reduce business process bottlenecks – Waiting on contract approval – “I’ll check it in when I’m back in the office…” – “I couldn’t remember the process, so...”
- 11. www.fishbowlsolutions.com Why FishbowlToGo? 3. Make content management convenient – Quick Access to Common Items – Workflow Review, Approve, & Reject – Content Check-In
- 12. www.fishbowlsolutions.com Why FishbowlToGo? 4. Discourage ad-hoc work-arounds – Consumer solutions with no IT control – Going from memory / going without – Referencing outdated paper copies
- 13. www.fishbowlsolutions.com Why FishbowlToGo? 5. Make unproductive time productive – Waiting… in line… for kids… for colleagues… – Cab ride, subway, or airport – Arrive early for meeting
- 14. www.fishbowlsolutions.com FishbowlToGo Features Overview + Search for Content + View Documents + Create Favorites + Check-In New Items + Review Workflow Assignments
- 19. www.fishbowlsolutions.com Check-In Setup + Mobile Check-in Profiles + Default values applied on check-in + Editable values presented to users
- 21. www.fishbowlsolutions.com Benefits of Mobile Check-In + Expediting process – Get invoices in faster – Take advantage of discount period – Make content available to others + Kick off workflow + Get approval faster – Contracts – Customer information
- 23. www.fishbowlsolutions.com Benefits of Mobile Workflow Review + Items move through workflow more quickly + Speeds up business processes: – Invoice or Purchase Order approval – Contract Reviews + Content is released for consumption sooner: – Sales / marketing brochures materials – Company announcements or news releases + Better Customer Responsiveness – Release content to customers more quickly
- 24. www.fishbowlsolutions.com Finding & Accessing Content: “Open-In”
- 25. www.fishbowlsolutions.com Finding & Accessing Content: Favorites
- 26. www.fishbowlsolutions.com Benefits of Mobile Access & Favorites + Quick access to docs most critical to your work – Project plans – Schedules – Product Info + Eliminate paper copies and binders – Bulky to carry – Can be outdated
- 27. www.fishbowlsolutions.com WebCenter Access: App vs. Web With App + Simple + Quick + Native Integrations – Camera – Other Apps + Workflow – 5 taps, no scrolling, no typing + Check-In Image – 7 taps, 1 metadata field On Web + Login form + Longer load times + Not sized for mobile – Hard to read the menus – Lots of scrolling around + Workflow – 14 taps, plus scrolling, zooming, and typing + Check-In Image – 10 taps, 6 metadata fields
- 28. www.fishbowlsolutions.com Maintain WebCenter Security + Secured Content – Sign in with WebCenter credentials – Users only see items they have access to + Maintain IT Control/ Infrastructure – Can be inside firewall – Access control + Give users a way to use WebCenter on-the-go so they don’t set up their own
- 29. www.fishbowlsolutions.com Free vs. Premium Versions Free Premium Content Search X X Favorites X X Basic Document Info X X Open-In Other Apps X X Email Files X X Workflow Queue List X X Mobile-Optimized Full Document Info X Photo & Video Check-In X Check-In from Other Apps (Open-In) X Mobile-Optimized Search X Workflow Info & Comments X Workflow Approve & Reject X Native File Access X
- 30. www.fishbowlsolutions.com Deployment Process Free Version 1. Download free app from iTunes or Google Play 2. Type in server address Premium Version 1. Enterprise buys FishbowlToGo license 2. Component installed on WebCenter Content server 3. Premium features automatically activate for users with free app
- 32. www.fishbowlsolutions.com What’s Next + Try it on iTunes & Google Play + Meet with a WebCenter Mobile Expert + Schedule a Demo – 952.465.3400 – sales@fishbowlsolutions.com Contact sales by the end of June for special introductory pricing
- 33. 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
Editor's Notes
- Fishbowl only focuses on software and services for Oracle WebCenter Content and Portal. Fishbowl is not a Microsoft partner.Most referencable partner in the world.
- Fishbowl has unique expertise in bringing WebCenter content to mobile device, WebCenter Portal and Spaces user experience design, integrating WebCenter with SharePoint and today’s topic – Google Search Integration and Enterprise Search.
- When we talk about managing or interacting with content from mobile devices one of the most important aspects is how you find and organize important content – documents, pictures, videos, etc. The goal is to give users the easiest user experience and provide efficient avenues for finding the documents they need to do their jobs.
- In their email – maybe from a customer, vendor, or another business unit – it needs to get checked in so others can access/approve, etc.
- Customer – quotes,
- Add from Address BookType in AddressesSend to MultipleBadge IndicatorSecure Temporary Download SiteAssuming an asset has the taxonomy that permits distribution via email, an item can be added to a cart for distribution on a download server. The user can long press “Email Document” in either online, local, or folder view assets and add them to a cart. An indicator will identify how many assets are currently in the cart.The user can manually enter recipients or use the tablet’s native contact list to identify who should be sent a download notification link for the assets selected. The download server will confirm the requester has security permission to view the document before they can allow others to download the file. After sending the request, all users and items will clear from the email cart.
- Navigation and Search are the initial ways that users can locate content. Folders allow users to set up their own folders and organize content in a way that is most useful for them.This can be as simple as adding docs to the favorites folder that comes with the app or as complex as creating nested folders for sales calls by territory and customer.Sales reps for customer visitsCommonly used policies. SubcategoriesUser-defined structure / heirarchyAuto synced with updates, deletes, etc.Automatically offline – unless specifically not offline access.The application includes a local folder structure. By default a favorites folder is included with the application. Users may create as many additional folders and subfolders as desired. Folders can contain any content that is available from the app and items can be added to multiple folders. Item can be added to folders from either the Online or Local view. When a user long-presses the item, a “Store to Folder” option will appear and the user can select the folder to add to. The folder view uses the same left nav as the Local and Online content libraries, but in this case, each node represents the content of a local folder. Content items are displayed in the document grid view and any child folders are displayed below the parent folder. Users can create or delete local their folder structure. An “Add Folder” button is present at the bottom of the left nav from the Folder view. Touching that button from the Folder View Landing Page prompts the user to enter a folder name and creates a new top-level folder. Touching the “Add Folder” button from any other location creates the new folder as a child of the active folder. Any items contained in folders will automatically be included in the local content library and will be available offline. These items will be updated each time the app syncs. Users can also remove items from folders by long-pressing the item from the folder view.
- Customer – quotes,
- Secured Content Sign in with WebCenter credentialsUsers only see items they have access toConfigurable login time cachingMetadata-Based SecurityNormal – Save local & EmailRestricted email deliveryRestricted viewing with 3rd party applicationOn-Line Viewing only