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You're reading from  Alfresco One 5.x Developer???s Guide - Second Edition

Product typeBook
Published inFeb 2017
Reading LevelBeginner
PublisherPackt
ISBN-139781787128163
Edition2nd Edition
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Authors (2):
Benjamin Chevallereau
Benjamin Chevallereau
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Benjamin Chevallereau

Benjamin Chevallereau is a French software architect, based in London, who has been working on Alfresco projects for the last 8 years and Ephesoft projects for the last 3 years. He implemented solutions for small companies and global organizations in different domains such as transport, finance, and government. He has worked for different Alfresco-recognized partners in France, the UK, and USA, including Armedia LLC, Zaizi, Michelin / Wipro, and BlueXML. He is also one of the committers and PMC members of the Apache CMIS Chemistry project.
Read more about Benjamin Chevallereau

Jeff Potts
Jeff Potts
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Jeff Potts

Jeff Potts is the founder of Metaversant Group, Inc., a consulting firm focused on content management, search, and workflow. Jeff brings over 20 years of Enterprise Content Management implementation experience to organizations of all sizes including the Fortune 500. Throughout his consulting career he has worked on a number of projects for clients across the media and entertainment, airline, consumer packaged goods, and retail sectors. Jeff began working with and blogging about Alfresco in November of 2005. In 2006 and 2007, he published a series of Alfresco tutorials and published them on his blog, ecmarchitect.com. That work, together with other Community activity in Alfresco's forum, Wiki site, and JIRA earned him Alfresco's 2007 Community Contributor of the Year Award. In the past, Mr. Potts has worked for Alfresco Software, Inc. as Chief Community Officer, Optaros as Senior Practice Director, and Hitachi Consulting as Vice President where he ran the ECM practice.
Read more about Jeff Potts

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Example used throughout this book


In this book, we'll assume we are rolling out Alfresco throughout a consulting firm. Professional services firms make great examples because they tend to generate a variety of different documents. The other reason is that document and content management is usually a big challenge, which is the core to the business. But the examples should be applicable to any business that generates a significant amount of documents.

The example firm, SomeCo, wants to leverage document and content management throughout the organization to make it easier to find important information, streamline certain business processes, and secure sensitive documents.

SomeCo's company organization is pretty standard. It consists of operations, sales, human resources, marketing, and finance/legal. Examples of the different types of content each department is concerned with are shown in the following table:

Department

Example document types

Format and process notes

Finance/legal

Client proposals for project work

Statements of work

Master services agreements

Non-disclosure agreements

  • Microsoft Word and Adobe PDF.

  • Several iterations between the firm and the client before a final version is completed.

  • Some documents may require internal review and approval.

Marketing

Case studies

Whitepapers

Marketing plans

Marketing slicks/promotional material

  • Microsoft Word, Microsoft PowerPoint, Adobe PDF, and Adobe Flash.

  • Mostly single-author content.

  • Some content may come from third parties.

  • Some content may need to be published on the website.

Human resources

Job postings

Resumes

Interview feedback

Offer letters

Employee profiles

/Biographies

Project reviews

Annual reviews

  • Microsoft Word, Adobe PDF, and HTML.

  • Single-author content with consumers being spread throughout the company.

  • Some content formats are unpredictable (such as resumes). Some are very standard and could be templatized (such as offer letters).

  • With the exception of job postings, none of this content should go near the Web.

  • Some content needs strict internal permissions.

Sales

Forecast

Presentations

Proformas

  • Microsoft Excel and Microsoft PowerPoint.

  • Some business process and automated document-handling possibilities such as forecast.

  • Searchability of presentations is important.

Operations

Methodology

Utilization reports

Status reports

  • All Microsoft Office formats.

  • Some opportunity for integration into enterprise systems such as time tracking and project management.

Examples throughout the rest of the book will show how Alfresco can be implemented and customized to meet the needs of the various organizations within SomeCo. During a real implementation, time would be spent gathering requirements, selecting the appropriate components to integrate with the solution, finalizing architecture, and structuring the project. There are plenty of other books and resources that discuss how to roll out content management across an enterprise and others that cover project methodologies. So none of that will be covered here.

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Authors (2)

author image
Benjamin Chevallereau

Benjamin Chevallereau is a French software architect, based in London, who has been working on Alfresco projects for the last 8 years and Ephesoft projects for the last 3 years. He implemented solutions for small companies and global organizations in different domains such as transport, finance, and government. He has worked for different Alfresco-recognized partners in France, the UK, and USA, including Armedia LLC, Zaizi, Michelin / Wipro, and BlueXML. He is also one of the committers and PMC members of the Apache CMIS Chemistry project.
Read more about Benjamin Chevallereau

author image
Jeff Potts

Jeff Potts is the founder of Metaversant Group, Inc., a consulting firm focused on content management, search, and workflow. Jeff brings over 20 years of Enterprise Content Management implementation experience to organizations of all sizes including the Fortune 500. Throughout his consulting career he has worked on a number of projects for clients across the media and entertainment, airline, consumer packaged goods, and retail sectors. Jeff began working with and blogging about Alfresco in November of 2005. In 2006 and 2007, he published a series of Alfresco tutorials and published them on his blog, ecmarchitect.com. That work, together with other Community activity in Alfresco's forum, Wiki site, and JIRA earned him Alfresco's 2007 Community Contributor of the Year Award. In the past, Mr. Potts has worked for Alfresco Software, Inc. as Chief Community Officer, Optaros as Senior Practice Director, and Hitachi Consulting as Vice President where he ran the ECM practice.
Read more about Jeff Potts