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CARA for Oracle WebCenter Content

                                                                   Next generation user interface and
                                                                   configuration tool suite




         James Kelleher                                      CEO, Generis
         John Klinke                                         Senior Principal, Product Management, Oracle
1   |   © 2012 Oracle Corporation – Proprietary and Confidential
1   |   © 2012 Generis – Proprietary and Confidential
The following is intended to outline our general product direction. It is intended for
information purposes only, and may not be incorporated into any contract. It is not a
commitment to deliver any material, code, or functionality, and should not be relied
upon in making purchasing decisions. The development, release, and timing of any
features or functionality described for Oracle’s products remains at the sole discretion
of Oracle.




2   |   © 2012 Oracle Corporation – Proprietary and Confidential
2   |   © 2012 Generis – Proprietary and Confidential
Agenda


•       Overview of Oracle WebCenter Content
•       Overview of Generis CARA
•       CARA Demo
•       Q&A




    3   |   © 2012 Oracle Corporation – Proprietary and Confidential
    3   |   © 2012 Generis – Proprietary and Confidential
Oracle WebCenter
Empower Your Business. Engage Your Customers.


                                                                   • Optimize information access with content
                                                                     management
                                                                   • Drive sales and loyalty with an engaging
                                                                     cross-channel online experience
                                                                   • Enable self-service extranets, intranets
                                                                     and custom application dashboards
                                                                   • Enhance productivity with social
                                                                     collaboration



4   |   © 2012 Oracle Corporation – Proprietary and Confidential
4   |   © 2012 Generis – Proprietary and Confidential
Content Challenges
Unmanaged, Multiple Silos, Disconnected…




             Reduce Costs                                          Gain Efficiencies   Reduce Risk
5   |   © 2012 Oracle Corporation – Proprietary and Confidential
5   |   © 2012 Generis – Proprietary and Confidential
Oracle WebCenter Content
Single Content Platform
Traditional Content Management                                                Enterprise Applications          Custom Applications

•   Document Management                                                •   Siebel                       • Composite Applications
•   Imaging/Archiving                                                  •   E-Business Suite             • WebCenter Portal
•   Web Content Publishing                                             •   PeopleSoft                   • Oracle Fusion Middleware
•   Records Management                                                 •   JD Edwards                    Applications
•   Digital Asset Management                                           •   L360, i-flex, Primavera      • Other Applications (e.g. .Net, PHP)
                                                                       •   Fusion Apps                  • Microsoft SharePoint




                                                                               WebCenter Content




    6   |   © 2012 Oracle Corporation – Proprietary and Confidential
    6   |   © 2012 Generis – Proprietary and Confidential
Industry Analyst’s Perspective



                                  Gartner Magic Quadrant for
                                 Enterprise Content Management
                                                                  October , 2011




This Magic Quadrant graphic was published by Gartner, Inc. as part of a larger research note and should be evaluated in the context of the entire report. The Gartner report is available upon request from Oracle.



                    7   |   © 2012 Oracle Corporation – Proprietary and Confidential
                    7   |   © 2012 Generis – Proprietary and Confidential
Oracle WebCenter Content
      Comprehensive, Pre-Integrated ECM Platform
Comprehensive                                                             Store   Secure
• Full-featured Document and Digital Asset Management     Capture                          Version
• Business Process Workflow Engine
                                                      Create                                    Index
• Records and Retention Management
• Document Imaging and Capture                                                                       Manage
Pre-Integrated
• Oracle Database and Fusion Middleware
                                                                                                     Cleanse
• Out-of-the-Box Integrations with Business Applications
   (E-Business Suite, Siebel, PeopleSoft, JD Edwards, etc.)
                                                                                                Distribute
• Default Repository for Oracle Fusion Applications

                                                                                        Publish
                                                                          Retain / Search
                                                                          Destroy



       8   |   © 2012 Oracle Corporation – Proprietary and Confidential
       8   |   © 2012 Generis – Proprietary and Confidential
Consolidate on a Single, Scalable Content Repository
Out-of-the-Box Integrations with Business Applications




9   |   © 2012 Oracle Corporation – Proprietary and Confidential
9   |   © 2012 Generis – Proprietary and Confidential
‘Move off Documentum’ Offer



 100% Trade-In Credit for
Documentum Licenses when
  purchasing WebCenter
         Content




10   |   © 2012 Oracle Corporation – Proprietary and Confidential
10   |   © 2012 Generis – Proprietary and Confidential
Generis – Oracle Gold Partner
• Founded in 1997 as a content management consultancy
• Headquarters in New Jersey
• Developed CARA starting in 2001
• Launched CARA v3 in 2010
• Today: Available for the Oracle WebCenter Content platform




 11   |   © 2012 Oracle Corporation – Proprietary and Confidential
 11   |   © 2012 Generis – Proprietary and Confidential
Generis Customers




12   |   © 2012 Oracle Corporation – Proprietary and Confidential
12   |   © 2012 Generis – Proprietary and Confidential
Oracle WebCenter Content with CARA
      Comprehensive, Pre-Integrated ECM Platform
Comprehensive                                                                            Store   Secure
• Full-featured Document and Image Management                                  Capture                    Version
• Business Process Workflow Engine
                                                                           Create                              Index
• Records and Retention Management
• Document Imaging and Capture                                                                                      Manage
Pre-Integrated
                                                                                            CARA
• Oracle Database and Fusion Middleware
                                                                                                                    Cleanse
• Out-of-the-Box Integrations with Business Applications
   (E-Business Suite, Siebel, PeopleSoft, JD Edwards,
                                                                                                               Distribute
   etc.)
• Default Repository for Oracle Fusion Applications
                                                                                                       Publish
CARA from Generis                                                                        Retain / Search
• Fast, State-of-the-Art User Interface                                                  Destroy
• Configuration Layer to quickly build business use cases
  without coding – major ROI
       13   |   © 2012 Oracle Corporation – Proprietary and Confidential
       13   |   © 2012 Generis – Proprietary and Confidential
CARA for Oracle WebCenter
User Interface
• Fast, ergonomic and functionally rich UI
• Works in any browser, including mobile devices
• Unique features include
         – “Web Desktop” multi-window efficiency within a single browser window
         – Dimensions – navigate using any combination of attributes to build virtual
           dynamic folders
         – Widgets – use default or create your own to display any information
           about documents
         – Dashboards – reporting and management of groups of documents



14   |   © 2012 Oracle Corporation – Proprietary and Confidential
14   |   © 2012 Generis – Proprietary and Confidential
CARA for Oracle WebCenter
Configuration Layer
• Configure all aspects of the UI – including defining anything from the
  full application to a single iFrame depending on user profiles

• Set up business rules including folder paths, security, properties
  screens and rules, dictionaries, taxonomies and more

• Configure your business use case – avoid coding




 15   |   © 2012 Oracle Corporation – Proprietary and Confidential
 15   |   © 2012 Generis – Proprietary and Confidential
Top reasons for CARA




16   |   © 2012 Oracle Corporation – Proprietary and Confidential
16   |   © 2012 Generis – Proprietary and Confidential
CARA “RapidDeploy” Packages
• CARA is enterprise layer
            – Build any configuration for any department / use case
• We have developed “pre-configured packages”
            – “Template” configuration to start your own, save time

               SOPs / Quality                                       Human Resources        Legal



           Regulatory Affairs                                        IT / Validation    Transmittals


          Correspondence &
                                                                         eTMF          Change Control
            Commitment



17   |   © 2012 Oracle Corporation – Proprietary and Confidential
17   |   © 2012 Generis – Proprietary and Confidential
18   |   © 2012 Oracle Corporation – Proprietary and Confidential
18   |   © 2012 Generis – Proprietary and Confidential
19   |   © 2012 Oracle Corporation – Proprietary and Confidential
19   |   © 2012 Generis – Proprietary and Confidential

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CARA User Interface for Oracle WebCenter

  • 1. CARA for Oracle WebCenter Content Next generation user interface and configuration tool suite James Kelleher CEO, Generis John Klinke Senior Principal, Product Management, Oracle 1 | © 2012 Oracle Corporation – Proprietary and Confidential 1 | © 2012 Generis – Proprietary and Confidential
  • 2. The following is intended to outline our general product direction. It is intended for information purposes only, and may not be incorporated into any contract. It is not a commitment to deliver any material, code, or functionality, and should not be relied upon in making purchasing decisions. The development, release, and timing of any features or functionality described for Oracle’s products remains at the sole discretion of Oracle. 2 | © 2012 Oracle Corporation – Proprietary and Confidential 2 | © 2012 Generis – Proprietary and Confidential
  • 3. Agenda • Overview of Oracle WebCenter Content • Overview of Generis CARA • CARA Demo • Q&A 3 | © 2012 Oracle Corporation – Proprietary and Confidential 3 | © 2012 Generis – Proprietary and Confidential
  • 4. Oracle WebCenter Empower Your Business. Engage Your Customers. • Optimize information access with content management • Drive sales and loyalty with an engaging cross-channel online experience • Enable self-service extranets, intranets and custom application dashboards • Enhance productivity with social collaboration 4 | © 2012 Oracle Corporation – Proprietary and Confidential 4 | © 2012 Generis – Proprietary and Confidential
  • 5. Content Challenges Unmanaged, Multiple Silos, Disconnected… Reduce Costs Gain Efficiencies Reduce Risk 5 | © 2012 Oracle Corporation – Proprietary and Confidential 5 | © 2012 Generis – Proprietary and Confidential
  • 6. Oracle WebCenter Content Single Content Platform Traditional Content Management Enterprise Applications Custom Applications • Document Management • Siebel • Composite Applications • Imaging/Archiving • E-Business Suite • WebCenter Portal • Web Content Publishing • PeopleSoft • Oracle Fusion Middleware • Records Management • JD Edwards Applications • Digital Asset Management • L360, i-flex, Primavera • Other Applications (e.g. .Net, PHP) • Fusion Apps • Microsoft SharePoint WebCenter Content 6 | © 2012 Oracle Corporation – Proprietary and Confidential 6 | © 2012 Generis – Proprietary and Confidential
  • 7. Industry Analyst’s Perspective Gartner Magic Quadrant for Enterprise Content Management October , 2011 This Magic Quadrant graphic was published by Gartner, Inc. as part of a larger research note and should be evaluated in the context of the entire report. The Gartner report is available upon request from Oracle. 7 | © 2012 Oracle Corporation – Proprietary and Confidential 7 | © 2012 Generis – Proprietary and Confidential
  • 8. Oracle WebCenter Content Comprehensive, Pre-Integrated ECM Platform Comprehensive Store Secure • Full-featured Document and Digital Asset Management Capture Version • Business Process Workflow Engine Create Index • Records and Retention Management • Document Imaging and Capture Manage Pre-Integrated • Oracle Database and Fusion Middleware Cleanse • Out-of-the-Box Integrations with Business Applications (E-Business Suite, Siebel, PeopleSoft, JD Edwards, etc.) Distribute • Default Repository for Oracle Fusion Applications Publish Retain / Search Destroy 8 | © 2012 Oracle Corporation – Proprietary and Confidential 8 | © 2012 Generis – Proprietary and Confidential
  • 9. Consolidate on a Single, Scalable Content Repository Out-of-the-Box Integrations with Business Applications 9 | © 2012 Oracle Corporation – Proprietary and Confidential 9 | © 2012 Generis – Proprietary and Confidential
  • 10. ‘Move off Documentum’ Offer 100% Trade-In Credit for Documentum Licenses when purchasing WebCenter Content 10 | © 2012 Oracle Corporation – Proprietary and Confidential 10 | © 2012 Generis – Proprietary and Confidential
  • 11. Generis – Oracle Gold Partner • Founded in 1997 as a content management consultancy • Headquarters in New Jersey • Developed CARA starting in 2001 • Launched CARA v3 in 2010 • Today: Available for the Oracle WebCenter Content platform 11 | © 2012 Oracle Corporation – Proprietary and Confidential 11 | © 2012 Generis – Proprietary and Confidential
  • 12. Generis Customers 12 | © 2012 Oracle Corporation – Proprietary and Confidential 12 | © 2012 Generis – Proprietary and Confidential
  • 13. Oracle WebCenter Content with CARA Comprehensive, Pre-Integrated ECM Platform Comprehensive Store Secure • Full-featured Document and Image Management Capture Version • Business Process Workflow Engine Create Index • Records and Retention Management • Document Imaging and Capture Manage Pre-Integrated CARA • Oracle Database and Fusion Middleware Cleanse • Out-of-the-Box Integrations with Business Applications (E-Business Suite, Siebel, PeopleSoft, JD Edwards, Distribute etc.) • Default Repository for Oracle Fusion Applications Publish CARA from Generis Retain / Search • Fast, State-of-the-Art User Interface Destroy • Configuration Layer to quickly build business use cases without coding – major ROI 13 | © 2012 Oracle Corporation – Proprietary and Confidential 13 | © 2012 Generis – Proprietary and Confidential
  • 14. CARA for Oracle WebCenter User Interface • Fast, ergonomic and functionally rich UI • Works in any browser, including mobile devices • Unique features include – “Web Desktop” multi-window efficiency within a single browser window – Dimensions – navigate using any combination of attributes to build virtual dynamic folders – Widgets – use default or create your own to display any information about documents – Dashboards – reporting and management of groups of documents 14 | © 2012 Oracle Corporation – Proprietary and Confidential 14 | © 2012 Generis – Proprietary and Confidential
  • 15. CARA for Oracle WebCenter Configuration Layer • Configure all aspects of the UI – including defining anything from the full application to a single iFrame depending on user profiles • Set up business rules including folder paths, security, properties screens and rules, dictionaries, taxonomies and more • Configure your business use case – avoid coding 15 | © 2012 Oracle Corporation – Proprietary and Confidential 15 | © 2012 Generis – Proprietary and Confidential
  • 16. Top reasons for CARA 16 | © 2012 Oracle Corporation – Proprietary and Confidential 16 | © 2012 Generis – Proprietary and Confidential
  • 17. CARA “RapidDeploy” Packages • CARA is enterprise layer – Build any configuration for any department / use case • We have developed “pre-configured packages” – “Template” configuration to start your own, save time SOPs / Quality Human Resources Legal Regulatory Affairs IT / Validation Transmittals Correspondence & eTMF Change Control Commitment 17 | © 2012 Oracle Corporation – Proprietary and Confidential 17 | © 2012 Generis – Proprietary and Confidential
  • 18. 18 | © 2012 Oracle Corporation – Proprietary and Confidential 18 | © 2012 Generis – Proprietary and Confidential
  • 19. 19 | © 2012 Oracle Corporation – Proprietary and Confidential 19 | © 2012 Generis – Proprietary and Confidential

Editor's Notes

  • #6: But as you know, there are many challenges you face with unstructured content: poorly managed, multiple silos, disconnected (so the right people don’t have access to the right docs).
  • #8: Oracle has been recognized by the major industry analysts as a leader in the enterprise content management (ECM) space. Even within sub-categories of ECM, Oracle is a recognized leader, for example - Records Management.
  • #9: Oracle’s ECM offering is ‘WebCenter Content’. (Previously called ‘Universal Content Management’ or UCM) The WebCenter Content platform is unique in the market because it is: Comprehensive: Oracle provides a single, complete, integrated enterprise content management (ECM) platform – enabling you to reduce complexity and implement a solution with the lowest total cost of ownership. By better managing content as a strategic asset and more easily integrating content into enterprise applications and business processes, Oracle helps you reduce costs, gain efficiencies, minimize risk and create value with improved business agility. Our content management platform is comprehensive and feature-rich, enabling you to quickly implement and build out content-centric workflows across the organization, from regulatory to clinical to manufacturing. With the goal of helping you optimize operations as well as mitigate risk. Pre-Integrated: Our platform provides pre-integrated adapters with Oracle’s Business Applications, providing faster ROI and improved business responsiveness by connecting critical business content to existing business processes. Oracle Content Management is a key part of other Oracle middleware technologies, is strategic to Oracle Applications Unlimited, and is the content platform for all Oracle Fusion Applications. Which means Oracle will continue to invest in the technology – adding in new integrations, features and certifications. ---- Join the thousands of other organizations around the world who have selected Oracle for their enterprise content management needs.
  • #10: Consolidate on a scalable, feature-rich content repository Out of the Box Integrations to meet the needs of business users while reducing costs for IT. Standardize on WebCenter Content as your scalable, feature-rich document repository for all your important enterprise applications: Siebel, JD Edwards, E-Business Suite, PeopleSoft, etc. “ There are also integrations available for other business applications like SAP’s” (note: these are offered through our partner ecosystem. For example, Deloitte offers SAP integrations for WebCenter Content.) Benefits: Reduce management and storage costs. Minimize regulatory and legal risks. Need robust platform for regulatory and business documents Ensure consistent records and retention policies Enable easier collaboration and sharing Ensure content quality, accessibility, and reuse (example: can give users who don’t have seat license for application access to documents for view-only or even edit rights) Have a robust, scalable foundation for all content   Screenshot shows Siebel CTMS. Oracle WebCenter Content can be the centralized repository for all documents in Siebel and other applications.  
  • #14: Oracle’s ECM offering is ‘WebCenter Content’. (Previously called ‘Universal Content Management’ or UCM) The WebCenter Content platform is unique in the market because it is: Comprehensive: Oracle provides a single, complete, integrated enterprise content management (ECM) platform – enabling you to reduce complexity and implement a solution with the lowest total cost of ownership. By better managing content as a strategic asset and more easily integrating content into enterprise applications and business processes, Oracle helps you reduce costs, gain efficiencies, minimize risk and create value with improved business agility. Our content management platform is comprehensive and feature-rich, enabling you to quickly implement and build out content-centric workflows across the organization, from regulatory to clinical to manufacturing. With the goal of helping you optimize operations as well as mitigate risk. Pre-Integrated: Our platform provides pre-integrated adapters with Oracle’s Business Applications, providing faster ROI and improved business responsiveness by connecting critical business content to existing business processes. Oracle Content Management is a key part of other Oracle middleware technologies, is strategic to Oracle Applications Unlimited, and is the content platform for all Oracle Fusion Applications. Which means Oracle will continue to invest in the technology – adding in new integrations, features and certifications. ---- Join the thousands of other organizations around the world who have selected Oracle for their enterprise content management needs.
  • #17: Title Month Year