REGIONS NUMBER ONE PROVIDER OF IT SOLUTIONS
GBM Correspondence Management System
AGENDA
OVERVIEW
GBM Overview
Why GBM?
GBM for ECMS
References
TARASUL
Business Challenges
What is Tarasul
Business Features
Business Differentiators
TECHNICAL
TARASUL
Technical Differentiators
Components
Architecture
Implementations
Support
DEMO
Script
Live Demo
AGENDA
OVERVIEW
GBM Overview
Why GBM?
GBM for ECMS
References
TARASUL
Business Challenges
What is Tarasul
Business Features
Business Differentiators
TECHNICAL
TARASUL
Technical Differentiators
Components
Architecture
Implementations
Support
DEMO
Script
Live Demo
WHY GBM? DEEP SOLUTION EXPERIENCE
STRONG SOLUTION
CAPABILITY
Deep expertise in
architecting workflow
and document
management solutions
across business
verticals
Solution architects
have thousands of
man days of expertise
in various ECM and
BPM platforms
Strong track record of
to solving business
problems with
technology solutions
COST
EFFECTIVENESS
DEEP BUSINESS
EXPERTISE
Healthy mix of onsite
and offshore delivery
model
One of the
leading providers
of ECM solutions
Highly Competitive
price without any
compromise on quality
Involved with several
CMS implementations
in the Gulf and across
the globe*
Solution architects
with experience in
various ECM and BPM
platforms
Architects among
the few IBM
authorized | FileNet
trainers
YEARS OF LEADERSHIP IN ECMS
2014
5
2015
ECM REFERENCES
CMS REFERENCES
MERAAS
MOF
RAK EGA
DOPA
Enterprise Content
Management (Legal
& Finance Dept.)
Property
Management
System
Enterprise Content
Management
HR Worklow
Business process
management (Legal
Dept.)
Enterprise Content
Management
12 Departments
Connected
Oracle ERP
integration
SAP Integration
Ipad interface
Notary Management
System – RAK Courts
Digital Signature
Digitization / Backlog
(more than 8 Million
documents)
Digitization /
Backlog
IBM Datacap (Data
Capturing)
AGENDA
OVERVIEW
GBM Overview
Why GBM?
GBM for ECMS
References
TARASUL
Business Challenges
What is Tarasul
Business Features
Business Differentiators
TECHNICAL
TARASUL
Technical Differentiators
Components
Architecture
Implementations
Support
DEMO
Script
Live Demo
BUSINESS USER CHALLENGES
Slow
response
and wrong
decision
Large number
of papers and
missing files with
manual l o w
Retention not
defined
Challenges
Wrong/Multi
ple/Duplicated
Versions
Large
Volume and
unstructured
contents
WHAT IS TARASUL
Is a centralized web based solution that helps organizations to electronically manage ,
collaborate, track and audit their day to day correspondences. It uses IBM latest technology to
help building a cost effective paperless environment.
TARASUL IS NOT EMAIL REPLACEMENT:
Automatically registers incoming and outgoing correspondences.
Monitors and controls actions related content.
Tracks and manages decisions.
Uses Collaboration and Content Management approach.
Incoming
Module
Outgoing
Module
Smart
Mobile
Application
Internal
Memos
and
Circulars
Reports and
Tracking
Archiving
BUSINESS FEATURES
While Standard Features of CMS
SECURITY
User Permission
Department Permission
Advance Security scheme
Audit trail – Who?
When? What? Minimal
IT involvement
CONTENT MANAGEMENT
Linked Document
Versioning
Detailed Document history – capturing all actions
Annotation
Collaboration
USER EXPERIENCE
User Correspondence Inbox
Department Correspondence Inbox
Delegation – out of office & Assistant
Bilingual, with support for En,AR
Search (General , Content advanced and saved)
Reports (Statistical ,Dashboard ,Follow Up ,History)
Notification (Email , SMS)
BUSINESS DIFFERENTIATORS
COMPLIANCE
SECURITY
ADD ON
Tarasul Has Built
in Compliance
solution (IRM)
Add on to
manage security
internally and
even when sent
to external
recipients
GBM
MIGRATION
Never lose Old
content by
migrating and
backlogging the
old
correspondences
MOBILITY
State of the art
application to
help connecting
and taking
decisions while
moving
AGENDA
OVERVIEW
GBM Overview
Why GBM?
GBM for ECMS
References
TARASUL
Business Challenges
What is Tarasul
Business Features
Business Differentiators
TECHNICAL
TARASUL
Technical Differentiators
Components
Architecture
Implementations
Support
DEMO
Script
Live Demo
TECHNICAL DIFFERENTIATORS
Policy Add On
IBM Enterprise record
IBM Atlas Policy for
eDiscovery and
retention users
Security Add On
Seclore Right
management
Cosign Digital
Signature
GBM Migration
One time Migration
tool from many
sources (Other ECM,
Filesystems,
Database,..)
Mobility
Advanced HTML5
Interface
Smart Ofice – iPad
application
IBM Stored IQ
Implementation
Technolog
y
User Experience
Faster Implementation
(4-6 weeks)
Built on top of IBM
Content Navigator
Support to multiple
themes
Easy to upgrade
Easy designer with
zero development
effort
HTML5 document
viewer
IBM Atlas Policy for
eDiscovery and
retention users
Platform
Open standard
architecture, alignment
with SOA best practices
Scalability,
Performance,
Availability
SOLUTION COMPONENTS
MS Ofice/
Outlook
GBM CMS
LOB
Integration Services
Third Party
(Seclore /
Cosign)
Third Party
(Seclore /
Cosign)
IBM Content Navigator
ECM Experience
IBM CONTENT PLATFORM ENGINE
IBM
Datacap
IBM
DATACAP
Rules
Runner
Presentation Layer
ARCHITECTURE
GBM CMS and Archiving System
CMS Framework
Business logic
Service Layer
Content Platform
CMS UI/
Portal / Web app
Connectivity
LOB
Oracle ERP, SAP
Database
FileNet P8
Content Repositories
Db2 , SQL , Oracle
Directory
Service
IBM Tivoli, MS AD, Novell
Data Layer
IBM Content Platform
IMPLEMENTATION METHODOLOGY
STEP
STEP
STEP
STEP
STEP
01
Gather
Configuratio
n
Requirement
02
Install
Deploy
Configur
e
03
User
Training
UAT
04
Go Live
05
Support
GBM SUPPORT
Covers the following
Support IBM FileNET Software
Support for the GBM Customize
application/s
Periodic health check of the
FileNET environment.
SUPPORT (PROPOSED)
L1 support to be done by GBM
On-Call Support
Support Window- CUSTOMER working hours
(8:00 AM to 3:00PM ,Sunday to Thursday)
L2 support will be done by GBM
On Site visit if reqd.
Application bug fixes, configuration issues etc.
Support Window- CUSTOMER working hours
(8:00 AM to 3:00PM ,Sunday to Thursday)
ON GOING SUPPORT
System Support
GBM will provide onsite and offsite (remote) 8X5 support for the FileNet
environment platform.
For any product related issues, GBM will assist CUSTOMER to raise a
Problem Management Request (PMR)
Open PMR
Follow-up with IBM to solve the issue
Application Support
GBM will do preventive maintenance on a monthly basis to ensure the
running of the IBM FileNET services and GBM custom application.
IBM FileNET Software
IBM Hardware/s
GBM Application /s
GBM will service any new request from Emarat for any enhancements for the
existing application as long as these enhancements do not exceed 3 mandays monthly
SUPPORT RESPONSE TIME (PROPOSED)
Severity of Error / Response Time
GBM Response
Initial response from Engineer
Severit
y
Severity 1
Severity 2
Severity 3
4 hours
8 hours
24 hours
Error Definition
1
Mission critical functionalities of the application SOFTWARE are not functional
2
Critical functionalities of the application are not operational
3
Cosmetic / Usability features of the application SOFTWARE are not functional
AGENDA
OVERVIEW
GBM Overview
Why GBM?
GBM for ECMS
References
TARASUL
Business Challenges
What is Tarasul
Business Features
Business Differentiators
TECHNICAL
TARASUL
Technical Differentiators
Components
Architecture
Implementations
Support
DEMO
Script
Live Demo
DEMO DEFINITION
User Role
User Role
Central Office Desk (COD) (Ahmed)
Initiates incoming letter workflow by uploading letter and assigning
it to appropriate reviewer.
Incoming Letter Reviewer (Bahgat)
Review and decide decision on incoming letters.
Reviews and provides feedback on Incoming letter.
Incoming Letter Sector Head Reviewer (Allam)
Initiate Outgoing correspondence workflow.
Outgoing Letter Initiator (Mansour)
Respondent (Lutfi)
1. Initiate Outgoing letter correspondence workflow.
Outgoing Letter Reviewer (Zanati)
2. Prepare Draft letter and submit for manager review.
3. Review Draft letter and provide approval for delivery of letter.
Workflow fields
Description
Document Title
User enter the suitable document title of incoming letter.
Document ID
This will be a text field where auto generated document id will be displayed.
From Company/Ministry
This will be a text field where user enter the name of organization from where this document came.
Document Attachments
Incoming letter/document will be scanned and attached through upload component.
Reviewer Sector Name
User will select the sector name for which document is received.
Reviewer Division Name
User will select the division name for which document is received.
Reviewer Name
User will select the reviewer name for whom document should be reviewed. User should be
DEMO SCENARIO
UC 1
UC 2
UC 3
UC 4
•
•
•
•
•
•
•
•
•
•
Ahmed Log in
Create Incoming
Send to Bahgat
for review
Bahgat Review
Add comment
Send to Allam for
head manager
review
•
•
•
Head Manager
(Allam) Review
Add comments
Send for review
Send for Action
Mansour Log in
Create Out going
Send to Lutfi for
review
DEMO SCENARIO
UC 5
UC 6
UC 7
UC 8
•
•
•
•
•
•
•
•
Lutfi prepare
draft
Add comment
Send to Zanati
for Final
Approval
•
Zanati log
Review and add
comments
Send to ahmed
for print and send
•
•
Ahmed print out
going
Print Receipt
Send Out going as
email
Receipt received
Receipt attached
to original
correspondence
REGIONS NUMBER ONE PROVIDER OF IT SOLUTIONS
GBM Correspondence Management System