Tuesday Mar 29, 2016

Oracle WebCenter Content for Primavera

Author: Mitchell Palski – Oracle Fusion Middleware Specialist 

Having a content repository integrated with Unifier can turn cluttered, unstructured content into organized assets by making it easier to catalog, access, search, and reuse documentation. Oracle WebCenter can serve as an external content repository and has zero effect on the end-user’s experience interacting with Primavera.

When attaching a document or drawing to a project in Unifier, the interface does not present anything about the underlying content repository which stores the file.

With WebCenter Content (WCC) being used as a content repository for Unifier, the same mechanical HVAC drawing attached to the drawing package is stored in WCC as indicated below.

Within WCC, Unifier creates a unique folder structure to categorize and store documents. The actual file name is an encrypted file name generated when the file is stored in the repository.

Those documents can now be:

  • Indexed for search
  • Entered into external workflows
  • Categorized into categories for retention and disposition
  • Accessed via the WebCenter web browser UI, desktop tools, or mobile app
  • Integrated into external applications and tools via native APIs and web services 
The best part? WebCenter is easy to install and configure with Primavera!
  1. Install WebCenter
  2. Create six custom metadata fields for data that comes from Primavera
  3. Enter WebCenter’s connection information on the Primavera “Repository” tab
If you want to enterprise-grade document management and retention to supplement your instance of Primavera, start with Oracle.

Thursday Mar 24, 2016

Team Informatics: #springintothecloud Webinar Series

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As the clocks have just sprung forward and the weather is warming up, so TEAM Informatics would like you to join us as we Spring into the Cloud!
We will be hosting a series of webinars that will each uniquely cover how TEAM's solutions and Oracle's Public Cloud offerings can benefit different areas of your business. The series will offer insights and demonstrations from our WebCenter experts that you won't want to miss! See below for more information and then click the link to register:

Intelligent Hybrid Cloud: March 31st, 2016 - 1PM CST
Do you have WebCenter Content in place, but are in need of cloud collaboration? Increase your business's productivity and collaboration with TEAM's DOCSConnect and Oracle Documents Cloud Service. Take search and find-ability to the next level with TEAM's Intelligent Content auto-classification system and Elasticsearch integration. 
Join this webinar to learn what utilizing a hybrid cloud enterprise model can do for your business! - Register

HR Review Process: April 7th, 2016 - 1PM CST
Are you looking to have HR review processes and workflows in place? Oracle Documents Cloud Service (DOCS) and Process Cloud Service (PCS) offers you a cloud-based collaborative platform to securely share employee documents while streamlining your HR review processes.
This webinar will focus on the benefits of having HR processes and workflows in one place by utilizing Oracle Documents Cloud Service and Process Cloud Service.  - Register

Marketing / Sales Microsites: April 21st, 2016 - 1PM CST
Do you need a portal for your marketing and sales staff to collaborate and share the most up-to-date marketing collateral? See how Oracle Sites Cloud and Documents Cloud Services are the perfect combination to provide a holistic platform for your teams to work together seamlessly

This webinar will provide a live demonstration of the power of Oracle Sites Cloud and Documents Cloud Services working together! - Register

Doug Thompson Volker Schaberg Korey Berg
President - CEO General Manager Marketing Director
+1 (651) 760-4802 +61.2.9805.0166 + 1 (651) 760-4813
Email Email Email

Tuesday Mar 22, 2016

TekTalk Webinar: 3 Immediate Use Cases for Oracle PaaS

3 Immediate Use Cases for Oracle Platform as a Service
Human Resources * Legal * Field Services
Thursday, March 24, 2016 | 1 PM EST / 10 AM PST

Oracle Cloud Platform meets the unique needs of developers, IT professionals, and business users with a comprehensive, integrated portfolio of platform services that enables them to innovate faster, increase productivity, and lower costs. Customers can use Oracle Cloud Platform to integrate existing IT with next-generation cloud services, accelerate application development and deployment, and lead business transformation.

Innovate Quickly and Confidently with Platform as a Service.

Platform as a Service solutions can help you:
  • Accelerate business innovation
  • Improve business agility and insight
  • Reduce IT cost and complexity
  • Increase productivity and collaboration
During this 30 minute webinar, Troy Allen will provide a demonstration of how TekStream Solutions uses Oracle Cloud Platform to address specific business needs for modern organizations. We'll also present specific use cases for Human Resources, Legal and Field Services teams. Register today!

Monday Mar 21, 2016

REST API Now Supports Metadata in DOCS

Author: Victor Owuor, Senior Director, Oracle

It is our goal that Oracle Documents Cloud Service (DOCS) should be a platform for easily building cloud applications.   To make that possible, we provide a framework for embedding the DOCS user experience within your application.   We also offer a REST API for making calls to DOCS, allowing you to surface its capability within your user interface.  We are proud to announce that the REST API now supports metadata.

We will describe metadata with reference to an application for managing assets for a real estate listing site.   The application will manage the relevant assets within DOCS and surface those assets in UI that it will render separately.   As you would imagine, the application will need to store various images of the properties listed in the application.   For example, there may be a front picture and pictures of various rooms.  Additionally, there will be a need to track additional descriptive information about the assets.  It is that additional descriptive information that we refer to as metadata.  

The application might need to track an address for each property.  The address comprises a collection of:
  • A street address
  • A city
  • A state
  • A country
Each of those is referred to as a metadata field in DOCS.  The related fields are grouped in a metadata collection.  The application will define multiple collections and each folder or document could be associated with several collections.  For example, in additional to the address collection, properties on sale might also be associated with a forsale collection, including the following fields:
  • A sale price
  • Property taxes
  • Previous sale prices
In contrast, properties for a rental property would instead be associated with a for-rent collection, including the following fields:
  • Rental price
  • Lease term
DOCS allows an administrator to easily define metadata collections and the fields in it.   In the example above, an administrator would define the address collection as follows:
POST …/metadata/Address?fields=Street,City,State

He can trivially alter the address collection to include a country as follows:

PUT …/metadata/Address?addFields=Country

Once a collection and its fields are defined, any user can assign it to a folder or a document.  The calls for doing so are as follows:

POST …/folders/{folder id}/metadata/Address
POST …/files/{file id}/metadata/Address

 Of course, only users with contributor access to the folder or document may assign a collection.

Having assigned the collection, users may set values for the various fields in the collection as follows: 

POST …/folders/{folder id}/metadata?collection=Address&Zip=55347&City=Minneapolis
POST …/files/{file id}/metadata?collection=Address&Zip=55347&City=Minneapolis

Collections and values assigned to a folder are inherited by both its sub-folders and any documents within it.  The inherited value can be overridden by assigning a specific value for the metadata field to an item.

 All of the metadata properties would be of little value if you could not retrieve metadata values previously assigned to a document.   We allow you to do that in a simple call that is formatted as follows:

GET …/folders/{folder id}/metadata
GET …/files/{file id}/metadata

That call returns the metadata values in a JSON object that is contained within the HTTP response.  A sample response is shown below:

Additional information about the metadata feature is available here.

Friday Mar 18, 2016

TekTalk Webinar: Next Generation Accounts Payable Automation & Dynamic Discounting

Next Generation Accounts Payable Automation & Dynamic Discounting Designed Specifically For Oracle E-Business Suite

Invoice processing is time-consuming and expensive work. This is especially true if your invoicing involves paper-based processes, manually-conducted approvals and manual data-entry into Oracle E-Business Suite. These inefficient methods affect the bottom line by increasing costs, creating liability and causing cash management, reconciliation & reporting challenges. 

Transform Your Accounts Payable into a Profit Center with Next Generation AP Automation from Inspyrus:
  • Automate up to 90% of invoice processing with automated 2-way or 3-way match and automated invoice creation with all Oracle ERP business applications 
  • Streamline operations with best practice workflows, eliminating paper, cutting manual data entry and preventing associated errors
  • Get real-time visibility into your end-to-end process with 360º Analytics, including Compliance, Automation and Efficiency metrics 
  • New Dynamic Discount Management enables organizations to save an additional 1 to 2% of annual spend
During this 30-minute webinar, TekStream and Inspyrus will provide a quick overview of this brand new AP Automation solution as well as give attendees a live demo. You don't want to miss it, register today!

Thursday Mar 10, 2016

Webcast Q&A: Next-Generation Accounts Payable Automation and Dynamic Discounting

Next-Generation Accounts Payable Automation and Dynamic Discounting

We wanted to capture the great Q&A session that occurred during the Next-Generation Accounts Payable Automation and Dynamic Discounting webcast! If you missed the live webcast, you can view the on demand webcast here.

Q: A lot of your competitors claim they can provide 80% automation. How is your offering different?
A: What we provide is measurable automation - this is what most of our customers are getting, The automation we talk about is end-to-end process automation. Not just for a portion of the process. When our competitor’s talk about 80% automation, they are talking about what you could potentially get with OCR. They provide really poor integration with your ERP system and that is where the real problem is. That is the traditional approach where after OCR, about 82% of invoices end up with exceptions in your ERP system and so your AP personnel have to manually resolve those invoices one-by-one. o Our next generation approach provides you end-to-end automation. Not only do we provide best-in-class OCR, but we have cracked the code on how we integrate real-time with your ERP systems and provide exception-free creation of invoices and 2-way and 3-way matching.

Q: Can your cloud offering integrate with our on-premise ERP systems? 
A: We have Oracle E-Business Suite and JD Edwards. Yes, our cloud offering can integrate with your on-premise of cloud ERP systems. A lot of our customers have different ERP systems. We can integrate with multiple ERP systems seamlessly and provide real-time integration, and unified Application, Workflow and Analytics across all your multiple ERP systems.

Q: How is this different from Fusion AP? And Fusion Automated Invoice Processing?
A: Fusion AP and Automated Invoice processing uses the traditional approach. 1. There is almost no control on the OCR engine that is provided 2. unvalidated data is passed over to Fusion AP where all exceptions have to be handled manually one by one 3. 2-way matching is only partially automated 4. 3-way matching is not automated at all 5. Workflow capabilities are almost non-existent with very little ability to do re-assignment, routing 6. Work-queues capabilities are almost non-existent

Q: How is your 2-way and 3-way matching different from competition?
A: There are vendors who claim they do automated 2-way and 3-way match. However they handle a small % of the use-cases. E.g. for 2-way matching, invoices that need to be matched against blanket Pos are not properly handled For 3-way matching, cases where receipts happen after invoices come in are not handled These are just a few examples. Inspyrus provides a complete solution - that handles all such use-cases. Tried and tested with customers across a lot of verticals.

Q: We receive invoices via mail, email and EDI. Can your offering provide us a consistent process for all these?
A: Yes. Irrespective of how you receive your invoices, we provide a consistent Application, Workflow and Analytics for all of these.

Q: We have Oracle E-Business Suite and SAP for our ERP systems. Will your solution integrate with both our ERP systems?
A: Yes,our solutions comes pre-integrated with Oracle E-Business Suite and SAP and if you have both ERP systems, a single instance of our application will be integrated with both.

Q: Is the solution set specific to Oracle's eBusiness suite or can this solution bolt on to something like MS Dynamics to replace the AP transactions processing?
A: The solution is available for most major ERP systems including MS Dynamics. Also available for SAP, PeopleSoft & JD Edwards.

Q: 100% of our invoices are coded to a Project/Task/Expenditure Type in E Business Suite. Does this support full coding validation against Project related invoices?
A: Yes, it does.

Q: How does this solution compare to BPM?
A: BPM is a technology. What we are presenting here is a specialized pre-built Solution that is based on (leverages) Oracles BPM technology, along with Imaging, Content Management, OCR/OFR and SOA integration.

Q: What is OCR?
A: OCR - Optical Character Recognition. It allows characters to be extracted from an image. e.g. for an invoice, it allows us to automatically extract header and line-level information.

Q: We have Oracle E-Business Suite and SAP for our ERP systems. Will your solution integrate with both our ERP systems?
A: Yes,our solutions comes pre-integrated with Oracle E-Business Suite and SAP and if you have both ERP systems, a single instance of our application will be integrated with both.

Q: Would this solution work if we have a mix of invoices where some are match to po and some are match to receipt?
A: Yes, that is very common.

Q: How is this different from iSupplier? Can we use this instead of iSupplier?
A: If you are using iSupplier, I wouldn't suggest replacing it. If you are not, this would be a good alternative.

Q: What kind of validations happens when it hits the unified workflow?
A: Whatever is required for the successful creation of the invoice in the ERP system. Basically, validation against every setup, rule, config of the ERP system.

Q: Will this work if I have many suppliers with different invoices formats?
A: Yes - The solution leverages pattern-based recognition rather than relying on invoice templates.

Q: Supplier Enablement - is that integrated with the ERP systems? And is it integrated with your invoice automation?
A: Yes, it is. That is a clear differentiator. Invoice Automation, Supplier Enablement and Dynamic Discounting are part of the same suite of applications.

Q: Do you have the capability of electronic signatures on invoices?
A: Yes.

Q: Would we need to configure our matching rules within the tool?
A: No, we use matching rules that are setup in your ERP system.

Q: How do you automate GL How do you onboard customers for dynamic discounting?
A: We can use specific rules to automate GL coding. e.g. if you want to use specific vendor or invoice line description and use that to always code the invoice to a specific account. Suppliers are onboarded for dynamic discounting using a specialized Dynamic Discounting program. That consists of identifying suppliers that have the highest propensity to provide you discounts and targeting them. The onboarding is done by an outreach program.

Q: What's involved to get to automated GL coding?
A: If there are specific business rules that you can tell us to automate GL coding - say for a particular vendor or for certain descriptions on invoice lines, we can automate GL coding.

Q: Is the integration to the ERP systems unidirectional or bidirectional?
A: Our integration is real-time with the ERP system. We don't need to store any ERP information in our system. We do bring in information about payments back into our system - thus making it bidirectional.

Q: Is complex approval rules able to be used with this application?
A: Yes, we can handle all kinds of complex approval rules.

Q: Does it work with third party ocr solution?
A: It could work with third party OCR if that ocr is able to send out a structured document (e.g. XML) after the OCR
100% of our invoices are coded to a Project/Task/Expenditure Type in E Business Suite. 

Q: Does this support full coding validation against Project related invoices?
A: Yes, it does.

Q: Can vendors integrate into this solution as well, as in submitting invoices EDI to the cloud offereing (instead of emailing to customer who then turns around and uploaded into AP solution)?
A: Absolutely. Then can send EDI invoices to our cloud.

Q: Will the 3 way match verify the Project number, from the Oracle Projects module?
A: Yes, it can.

Q: Can we self-host?
A: Yes, this can be hosted in your data center.

Q: Why would you pay an invoice prior to approval?
A: The workflow/validation process will ensure that the invoice is approved before it is submitted for payment.

Q: Is Oracle SOA required for downstream integration to other ERP, including SAP, etc?
A: Oracle SOA comes embedded in this solution. That is the integration framework we use to integrate with all the ERP systems.

Q: Do you offer French user interface ? Also, do you host in Canada?
A: Yes, the interface is available in French. Our hosting partner, Rackspace, offers hosting options in Canada.

Q: Do you have the capability for invoices to obe signed off electronically by an authorized signer?
A: Yes, all approvals are electronic.

Q: Is one of the 24 languages covered by OCR Chinese?
A: Simplified Chinese - yes

Q: Do you offer e-payment?
A: Payments are generally done as part of your regular payment process. We do not provide any capability for that.

Q: Do suppliers submit invoices directly to Inspyrus or EBS?
A: They can do that via email or send EDI invoices.

Q: Will it integrate with an ancient PO/RO system that is not Oracle?
A: Yes, we have the ability to integrate with 3rd party PO systems.

Q: Can you briefly explain how this is based on Oracle webcenter? We have WebCenter right now and we want to know how we can utilize it.
A: Yes, it is built on Oracle WebCenter. You can reach out to Inspyrus for more information. www.inspyrus.com

Q: After the OCR data extraction, if there are any errors/mistakes, how are they corrected before pushing into the ERP?
A: Inspyrus provides a unified application where these are corrected - as part of the workflow.

Q: You replied that all your approvals are electronic - can they be visible like a digital signature in pdf?
A: We do not touch the pdf - for compliance reasons. The electronic approvals are available as a separate document tied to the invoice record.

Q: What criteria/invoices should satisfy for Automatic GL coding proper work?
A: If there are specific business rules that you can tell us to automate GL coding - say for a particular vendor or for certain descriptions on invoice lines, we can automate GL coding.

Wednesday Mar 09, 2016

Webcast Q&A: Marketing Asset Management Integrated with Marketing Cloud

WEBCAST Marketing Asset Management Integrated with Marketing Cloud

Thank you to everyone who joined us last Wednesday on our live webcast: Marketing Asset Management Integrated with Marketing cloud; we appreciate your interest and the great Q&A that followed! For those who missed it or who would like to watch it again, we now have the on-demand replay available for the webcast here.

Mariam Tariq

On the webcast, Mariam Tariq, Senior Director of Product Management -- Content and Process at Oracle discussed how organizations are struggling with managing marketing assets across multiple digital channels where content on each channel (web, email, Facebook page, etc.) is created and delivered by different teams of marketers using different technologies. Mariam gave specific examples and a great demonstration to show audience members how you can enable IT to empower Line of Business by putting the power to create rich microsites in their hands -- driving business agility and innovation.

We also wanted to capture some of the most asked questions and Mariam’s responses here. But please do follow up with us and comment here if you have additional questions or feedback. We always look forward to hearing from you.

Q: Rather than pushing assets directly into other system or even using the microsite portal to share them, can or marketing team simply share links directly from Document Cloud and not use Process or Sites Cloud?

Mariam: Absolutely. If you need only the collaboration platform, you can use Documents on its own. Keep in mind that Documents Cloud includes limited use of Sites Cloud for test use cases. So you can try out Sites Cloud with Documents. 

Q: Since you didn’t show Oracle SRM in the demo, can you explain how that integration works?

Mariam: There is a release coming this spring with Documents integration into Oracle SRM. Oracle SRM to quickly summarize enables social marketers to create and manage social feeds. This includes a layout editor to create Facebook pages and ability to schedule and publish updates like twitter posts. In SRM, you will see a button allowing you to directly access Documents Cloud content like an image. The file will get copied into SRM and you can then use that file in your social messages.

Q: Can the approvers get email about tasks?

Mariam: Most definitely. Approvers get an email about the task with a link to take them directly into Process Cloud to review the files and do the approval.

Q: How does pricing work?

Mariam: Documents and Process are user based pricing starting. Sites Cloud is priced on a metric called ‘interactions’ which is a measure for data consumption, so essentially priced by the amount of data delivered across all your microsites.  More detail is available at cloud.oracle.com.

Q: With the website tool you showed, can we restrict who has access to the site?

Mariam: Yes. Absolutely. You can secure access to the site. 

Q: Are the conversation features you showed in Document Cloud related to the Oracle Social Network offering… it looks similar?

Mariam: Yes. We have officially rolled Oracle Social Network (OSN) into Documents Cloud. Since the social collaboration process often involves sharing and discussing documents like Word and PowerPoint files, the feedback we received from our customers was to simply merge the two rather than having a separate service for each. So now, the OSN features are part of Documents. You can directly access the comments and discussions in context of the organized files and folders of Documents Cloud rather than referencing documents in a separate interface.

Q: Where are the assets stored? Isn't WebCenter Sites from Oracle a content repository?

Mariam: WebCenter Sites is definitely used as a content management system. It's on-premise. Documents Cloud is a multi-tenant cloud solution. You can use them both together. What Documents Cloud provides you is a flexible cloud-based collaboration platform that you can also use with external agencies. Those assets can be consumed within WebCenter Sites. This is a 'hybrid' cloud to on-premise setup. Now in WebCenter Sites you can reference the cloud assets directly from Documents. A subset of your assets could be managed this way. It simply provides a more nimble cloud collaboration extension to complement WebCenter Sites (or any WCM system).

Q: Is it "all push" to customers/clients or is there a feedback loop from customers/clients to track the success of the campaign?

Mariam: In the demo, we're simply pushing the content out cross-channel. We have analytics coming later in this year that will show consumption of the content that will help with the feedback loop to measure engagement.

In case you missed the webcast and would like to listen to the on demand version, you can do so here.

Monday Mar 07, 2016

Digital Collaboration Webcast - March 10

Oracle Corporation
Find new ways to collaborate more effectively among citizens, employees, partners, and other agencies

Today’s digital workplace requires going beyond simple file sharing in the Cloud to delivering the next wave of productivity, efficiency, and workgroup innovation. Agencies and organizations need services that blend content, people, process and communications--enabling better and faster decisions while accelerating how work gets done. Unlike first generation content-only Cloud vendors, Oracle provides an integrated productivity suite of Cloud services that helps business communicate more effectively by automating business processes involving content.

Adapting existing systems to meet today’s needs face many challenges, including:

  • Support multi-channel requirements
  • Simplify communications to include content rich business processes that span multiple applications
  • Enable mobile applications for field workers who need access to content in context with applications
Oracle’s Digital Collaboration solution addresses these challenges by providing:


  • Convenient file sharing and collaboration, anywhere, anytime, via any device
  • Simplified process automation – business friendly composition, configurable rules, auto-generated forms, process health and SLA monitoring
  • Actionable alerts and security controls
  • Integrations with SaaS and On-Premise applications
  • Mobile Web, interactive content, and rich Websites
During the webinar you will learn how Oracle and TekStream help you create a unique digital collaboration environment for your organization. You will see how to use a micro-site to upload documents, route them for approval, and provide an online collaboration experience for your users.

Please join Oracle and TekStream on March 10th to understand how you can take advantage of a transformative, Cloud-based, digital experience for your organization.

We look forward to seeing you!

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Thursday Mar 03, 2016

CMSWire Webinar Q&A: Best Practices for Digital Experience Adoption

Thank you to everyone who joined us last Thursday on our live webcast: Best Practices for Digital Experience Adoption; we appreciate your interest and the great Q&A that followed! For those who missed it or who would like to watch it again, we now have the on-demand replay available for the webcast here.

On the webcast, Lori Alcala, B2B Content Strategist and Writer and Kellsey Ruppel, Sr. Product Marketing Manager at Oracle had an interactive discussion that examined the results of a major collaboration, digital experience and engagement survey. Audience members were able to discover how their industry peers create and manage their content through multiple channels and drive their digital efforts for greater connections with customers, employees, partners and the general public. Kellsey and Lori talked about survey results from over 150 respondents, gave best practices for self-service and business automation and discussed social collaboration and content drivers.

We also wanted to capture some of the most asked questions and our experts' responses here. But please do follow up with us and comment here if you have additional questions or feedback. We always look forward to hearing from you.

Q: Is there a way to give LoB managers autonomy for small, local projects without complicating and jeopardizing the information assets of the enterprise? 

Kellsey: Yes there is. And this is something we get asked quite frequently from our customers as they are looking to resolve outstanding technology needs without IT involvement. From marketing and sales to HR and finance, LoB managers are looking for nimble technology solutions that they can deploy quickly and easily, while maintaining security and governance. As we discussed today, a comprehensive cloud collaboration solution will allow you to securely and effectively collaborate with employees and your external ecosystem, share and access work documents that are tied to business process and even your applications at anytime, from anywhere and on any device, allowing you to drive business process automation and decision making on the go and power collaborative, more relevant communications.

Q: In theory, it seems that giving marketing or other departments more control over their websites will help them see various benefits. But are businesses really ready to make that shift?

Lori: This is actually a question we asked in the survey – If your organization could create plug-and-play websites, web apps or other web experiences without relying on IT, would colleagues in your business unit be willing to do so? We found that more than half (54%) said yes, they’d be willing as long as they had proper training. 18% were interested but said they didn’t have the capability in their department, and only 10% said they’re not interested. So, it looks like organizations are willing to move in this direction providing they have the parameters in place to do so.

Q: We definitely need to know more about  how to get more stakeholders into the system. So what is your advice for bringing this kind of digital engagement strategy to upper management? How do you get them more involved in the process of starting something like this? 

Kellsey: So I think this is a great question and this is probably one that everybody is probably thinking like “yeah this is really great technology!” and “this is all good in theory, but how do you actually get buy-in? And once you actually do get that buy-in and implement it, how does it all work?” I think we need to first take a step back, and we talked earlier about the benefits of being able to bring together disparate systems to collaborate anywhere and simplify that process automation and being able to communicate better. You can illustrate that as we did today and even take these survey results to your upper management and show them that these are the challenges that not only we are facing, but hundreds of other people are seeing them as well. And I think once you can effectively communicate, everybody already knows it's a challenge, but communicating those benefits and showing how other customers are achieving those results -- saving time, saving money, I think that’s a really good place to start.

Lori: Yeah, so like with any initiative, you want to come to the table with some evidence. So as Kellsey said, maybe take some of the data that we have from the survey and showing your upper management that having these kinds of systems in place can really help you collaborate and communicate better internally. Having some numbers is always very helpful in being able to sway upper management to get those decisions made.

Q: Do you have recommendations on strategy that fosters staff adoption of new collaborative systems? How do you get everyone on your teams to align themselves on this collaborative system? 

Lori: With any initiative again, when you're trying to get this kind of adoption it's really important to speak to the employees and let them know what's in it for them. So if there's a new system, how is it going to help them? And how do the efforts that result from this contribute to the larger strategic objectives of the larger organization? We see that a lot of employees are very disconnected from their companies and there are all kinds of studies that talk about disengagement of today's employees. And that’s because they don't know what they are and what their efforts with how they are contributing to where their company is going. So I think for upper management it's really important that they are kind of stepping up those communication efforts to let people know what division is, what the messaging is, so that everybody is on the same page. They understand what it is that they are contributing to the overall company, and then how these kinds of tools can help them to do those things much better. 

Kellsey: And what I have found with the different technologies that are rolled out, is to start small. Start with a small pilot project and see how that works -- how are the users resonating with it? What are the capabilities? What other enhancements can be made? Because you can really learn and grow from that, and then finding a champion is another recommendation I have. Find one individual or a team that really knows things and will get their hands dirty. Someone who knows the technology and then they can be the poster child and train others and really be the champion of that project. 

Q. Are there concerns or issues with allowing LOB departments the power of creating their own websites?

Kellsey: Whether it’s a CFO calculating sales commissions or a marketing manager tracking ad campaigns, “shadow IT projects” are springing up throughout the enterprise. These departmental deployments have the advantage of speed, but without a comprehensive platform to structure these initiatives, the organization as a whole can quickly find itself with disconnected technology silos that complicate IT security, administration, and maintenance. Some business units invest in short-term solutions without considering the long-term ramifications of integration, scalability, performance, and reliability. Here is where the Oracle Cloud Platform and specifically our Documents, Process and Sites Cloud Services can help as they empower business users to create micro-communities that bring together content, people, and ideas. You can standardize on Oracle’s secure platform for content management, file sharing, website creation, and workforce collaboration. It streamlines access to content and business processes via web, desktop, mobile, and off-line options.  

Q: How can you best ensure brand consistency when empowering your marketing and communications department with these easy to build CMS's and portals?

Kellsey: So with that, I think that you need to make sure that you have processes in place up front so that you aren't running into those discrepancies. Because as you know, that can be very detrimental to your brand if there isn't that consistency across different channels that we talked about today. So putting those processes in place, having workflow, and then being able to automate those processes so that it's not something that is a headache or nightmare for these departments.

Lori: And I can add to that. The processes are very important and part of that is making sure that you are monitoring it and not just putting a process in place in and letting it go. And automation will really help, but in making sure that people are adhering to those processes and are adhering to any documentation that you provided will really help kind of keep all of the branding in line. 

Q: How do you adjust your strategy when you have a company using mobile tools to collaborate? Do you need to adjust for mobile use? 

Lori: Yeah I have just read a couple of studies, there was a B2B content preferences study that talks about how you know how people are now asking for and putting a very high priority on content that is mobile enabled. So it it's really important that your company, when you're developing content, that you think about the kind of these short and easy to digest little bites that you can publish your content. And then there are all kinds of technical things that maybe Kellsey can speak to, but I remember reading an article little while back about how of employees bring their own devices to the work place and there's this concern about security and that the issue is not really that device itself but the software that people are bringing in. So Kellsey, maybe you can talk a little bit about that concern.

Kellsey: Yes, absolutely.  And I think that is interesting that you bring up bring your own device because I was listening to your response and that was the first thing that popped in my head as well. It’s very important that companies do realize that they need to have a mobile component when they’re delivering these collaborative tools because we all have a mobile device, that’s just now the nature of the world we live in. So definitely being able to scale on a mobile device is critical and very important. And so, being able to adjust for mobile use is all about trial and error. Being able to create that software, try it on the mobile device, make sure it renders properly, and just recognizing the fact that you need to have mobile is critical.

If you were unable to join us for the webcast, you can view the on demand version here

Monday Feb 29, 2016

Public Cloud – Plain Vanilla or Business Logic Tailored to You

Brent Seaman, Vice President, Cloud Solutions, Mythics, Inc.

When you think Public Cloud, do you think “vanilla”? Many people do.

Many SaaS applications are built to run essentially out-of-the-box and to be configurable without much room for customization. While that works for many organizations, some business problems benefit from a tailored application that maps to unique business processes. In those instances, when a custom process needs modeled or when process automation enhances efficiency, I’ve found that Business Process Management (BPM) tools are the place to turn.

In the fall of 2015, Mythics bought Oracle Process Cloud Service (OraclePCS or PCS) to aid in automating certain business processes in our operations. In the professional services industry, proposals, agreements, and contracts are more routine than getting an oil change or eating dinner. Mythics has processes common to other organizations. The ones of interest were not part of a particular CRM or ERP tool, but do interface with those systems. We chose automating the Statement of Work approval process as our first endeavor with OraclePCS.

Compared to BPM software installed on-premise, Oracle Process Cloud Service eliminates the IT burden for BPM infrastructure. It puts the problem and solution in the hands of the line of business (LoB) where the process expertise exists. OraclePCS also allows progression of processes from a Development or Test environment to UAT and Production either to the Cloud or to on-premises BPM infrastructure. Even though Mythics has expertise to efficiently stand up an on-premise BPM infrastructure, OraclePCS allowed us to eliminate those activities and better manage one of our most precious commodities – time.

With a growing business that is intent on remaining agile in operations, quick and effective innovation is important for Mythics. Process modeling and implementation accelerators came in handy for us on the very first use of Oracle PCS. We modeled the process in Business Process Composer and were able to test the process flow using the Play function - which most closely resembles the debug function of some Integrated Development Environments – allowing us to step through the process in a play-by-play fashion. Once all routes prove out with the Play feature, the process can be promoted to a Test environment or to Production.

A key approach we took with the toolset is to combine Oracle Process Cloud Service with Oracle Documents Cloud Service (OracleDOCS or DOCS). We use DOCS in conjunction with PCS to manage the documents associated with the process. Documents can be used to kick-off a process, for in-work editing, and to release an approved state. Processes use documents – they naturally fit together.

The desktop sync client in DOCS allows us to drop a SOW or other supporting documents into the opportunity folder to feed the approval request process with reference items. This folder example happens to be from Windows. The same function exists for Mac OSX.

Below, is an example of the corresponding folder from a web browser. The desktop sync function allows users to work offline when not connected to the network, and it automatically syncs to the Document Cloud Service when reconnected to the network. We have used several different browsers without issue, including IE, Safari, Chrome, and Firefox.

In addition to browser access, we recently started using mobile apps as part of the approval process for PCS and DOCS. By clicking on our opportunity folder link in the PCS form, the appropriate DOCS folder automatically opens in the Oracle Documents mobile app (available on both Android and iOS). We have approvers using this functionality to review and approve from their mobile devices.

DOCS is a common repository for use across many Cloud services and can be leveraged for a variety of uses. We plan to leverage our investment of this Cloud tool with other projects, which include pulling in share drive content and integrating to our CRM tool for a standard of record.

Similarly, we plan to leverage the Process Cloud Service technology across other processes. Our approach was to start with one business process, support the organizational change to process automation, then to expand to other processes. Some organizations may take a different approach, but this one made natural sense to us. We are currently mapping a process for environment (VM) provisioning process for our Technology Innovation Center. Future implementations will include processes for procurement approval, new employee on-boarding, event planning, and solution development.

I joined a webcast in November with David Le Strat from Oracle Product Management to share our experience. My recorded portion is in the second half of this webcast. A collection of the Q&A from that session can be found here. A brief video summarizing the benefits from our solution strategy can be found here.

In Summary

For anyone looking at stepping into the Cloud, process mapping and automation is a safe way to start. You can define your process as big or small as you like. You can update the process over time. You can determine how many people to involve in the process from the start. Starting at the right size project for you will help with adoption of the application.

Business Process Management is certainly a way to achieve quick time to benefits. Automating processes in this way provides ancillary benefits like traceability, reporting, cycle time reduction, and process improvement.

When considering a process automation project with BPM tools, consider a manageable scope and grow from there and make sure to include a good communication plan from the start. Stakeholders will want to know what is planned and how things turned out. In addition, the broader organization will want to be well informed along the way.

If any part of this blog article was interesting to you, you may also like other Cloud Computing articles by Mythics. One good summary of the Oracle Cloud Platform Services by Shawn Ruff is in this collection.

Consider connecting with us at Oracle CloudWorld in DC on March 24. Oracle is planning several different areas of interest from HR, Marketing, and Customer Services cloud applications to Back Office and industry focused sessions.

Friday Feb 26, 2016

Webcast: Marketing Asset Management Integrated with Marketing Cloud

Oracle Corporation
WEBCAST Marketing Asset Management Integrated with Marketing Cloud
Drive Marketing Effectiveness with Oracle Cloud Solutions

Organizations are struggling with managing marketing assets across multiple digital channels where content on each channel (web, email, Facebook page, etc.) is created and delivered by different teams of marketers using different technologies.

Join this webcast to learn how you can enable IT to empower Line of Business by putting the power to create rich microsites in their hands -- driving business agility and innovation.
  • Save money by enabling non-technical users to create microsites for content sharing and distribution
  • Reduce approval and process bottlenecks via automation
  • Coordinate marketing asset management across channels
Register Now for this webcast.
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Live Webcast

Calendar March 2, 2016
10:00 AM PT
/ 1:00 PM ET
#OracleDOCS #OraclePCS #OracleSCS
Mariam Tariq
Mariam Tariq,
Senior Director Product
Content and Process, Oracle
Integrated Cloud Applications and Platform Services
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Thursday Feb 25, 2016

Partner Webcast: WebCenter Sites Automation Toolkit

You're Invited to attend Redstone's Live Webcast: 'WebCenter Sites Automation Toolkit'
When: Thursday, March 8th at 3:00 PM CDT

The WebCenter Sites Automation Toolkit is a set of tools and systems that enable WebCenter Sites administrators, developers and users to automate processes such as: asset import, asset creation, bulk updates and mirroring of environments with WebCenter Sites 11g and 12c versions. During this live webcast, Redstone will provide an overview and live demonstration of the WebCenter Sites Automation Toolkit. At the conclusion of the live demonstration, we'll field questions from the audience. 

Special Offer
All registered attendees interested in Redstone's WebCenter Sites Automation Toolkit will receive a limited time offer for discounted Toolkit licensing.  Redstone will also make a special announcement at the end of the Webcast regarding a new product offering coming soon!

Webcast Agenda
  1. Automation Toolkit Overview
  2. Solution Demo
  3. Q & A 

Wednesday Feb 24, 2016

Webinar: Best Practices for Digital Experience Adoption

Digital experience strategies and technologies are ever-changing in this competitive ecosystem. How does your organization stack up against others in key practices like collaboration and business automation?

Join CMSWire with Oracle for a one-hour webinar to examine the results of a major digital experience and engagement survey. Discover how your industry peers create and manage their content through multiple channels and drive their digital efforts for greater connections with their customers, employees, partners and the general public.

Thursday, February 25th at 11:00am PT / 2:00pm ET / 19:00 GMT

This webinar will cover:
  • Survey results from over 100 respondents
  • Self-service and business automation practices
  • Social collaboration and content drivers
Register today!

Tuesday Feb 23, 2016

Why Oracle Documents Presenter Should be Your New Favorite Mobile App?

Author: Mark Paterson, Director, Oracle Documents Cloud Service Product Management

If you work in marketing and are looking for better ways to mobilize your sales teams and to provide them with the right collateral you should consider Oracle Documents Cloud Service as part of your Sales Enablement solution.

The way in which Oracle Documents Cloud Service allows you to collect, collaborate, and share collateral through folders is a perfect way to work together as a team on the needed collateral, and an easy way to then share that collateral with the entire sales team. What was missing earlier was a tool that you could provide to each sales team member that would give them a way to effectively present the collateral and engage with the customer.

To solve this, we’ve introduced the Oracle Documents Presenter mobile app. It gives your sales reps a way to present content stored in Oracle Documents Cloud Service from their mobile tablet in a rich and visually appealing way and it ensures that they always have the right up to date collateral available to them.

Here’s how it works…

Build an Interactive presentation

Simply create a folder, add your content, and apply your branding.

Perhaps start with a top level folder called ‘Feature Collateral’ and then add sub folders for each of your company’s products and then sub folders for presentations, success stories, and data sheets.

The team responsible for the collateral can all have it synchronized to their desktop making it really easy to edit and collaborate on it until it is done.

The look and feel of how it will look when presented through Oracle Documents Presenter can be customized by the simple addition of background and folder icon images

Then Publish It

Easily share the folder with your team, your organization, your company. Now everyone has the latest collateral.

When changes are made in the future everyone continues to access the latest and greatest collateral.

You can even surface the folder through your company’s CRM system so that anyone using the CRM can view and download the contextual collateral they need.

Take It with You

Your curated content is always available to present and always up to date.

The sales reps get notified and can then choose to take it with them on their tablets by adding it to their Oracle Documents Presenter list of presentations.

Once they’ve downloaded the presentation to their tablet, they’re ready to go. Even if they’re not connected, the files are there, ready to present.

When changes are made in the future, Oracle Documents Presenter informs the user so they can make sure they always have the most up to date content no matter where they are.

Captivate Your Audience

Wow everyone with dynamic, visually stunning, interactive content that can be presented with customizable branding.

It’s that easy!

Oracle Documents Presenter can be your solution for more than just Sales Enablement.

Perhaps you work in in field service and need to empower your technicians ensuring they have up to date access to critical information, specifications, and training material. Oracle Documents Presenter can enable service organizations to automatically deliver to technician’s tablets the content, interactive forms, or knowledge they need to do their job.

For a quick peek at Oracle Documents Presenter, take a look at this brief product video.

Oracle Documents Presenter is currently available for the iPad (coming soon for Android devices).

Friday Feb 19, 2016

Webcast Replay, Q&A: Driving Innovation with Cloud Self Service and Engagement

Thank you to all who joined us last Wednesday on our live webcast: Driving Innovation with Cloud Self-Service and Engagement; we appreciate your interest and the Q&A that followed. For those who missed it or who would like to watch it again, we now have the on-demand replay available for the webcast here.

On the webcast, our Cloud executive, David Le Strat discussed the key market trends that are driving the transformation in IT's responsibilities and line of business users' engagement. He then went on to discuss some common use cases for collaboration, business automation and self service, and community engagement that we are seeing in the market today and how Oracle Cloud Content and Process solutions address these evolving needs. The value proposition becomes incredibly powerful for Oracle Applications and Oracle SaaS customers as Oracle Cloud Content and Process extends these and other applications' collaboration, self-service and sites communications capabilities. Do give the webcast a watch and you may find use cases that hit close to home.

We also wanted to capture some of the most asked questions and our experts' responses here. But please do follow up with us and comment here if you have additional questions or feedback. We always look forward to hearing from you.

Q. Do you see these solutions being used by IT or by business users? I am in marketing and am wondering how "user-friendly" these solutions are.

A. Cloud solutions are specifically designed to be LoB/user friendly with drag and drop interfaces, easy navigation and template based building. The solutions are also mobile-optimized for anytime, anywhere, any device use and consumption. So, all the convenience you see and experience in your consumer world has now been brought to extend your enterprise content and process collaboration and sites building capabilities. Do try out the free trial at cloud.oracle.com/documents  to experience the ease and intuitiveness first hand. Your IT counterparts will be pleased to have an enterprise-grade, standards-based, pluggable, secure and fully auditable solutions in place that minimize IT reliance and you will be pleasantly surprised at the convenience, ease of use and on-boarding.

Q. Does Oracle Documents Cloud work with your WebCenter Content Management?

A. Yes. To avoid information silos, Oracle Documents Cloud Service integrates with your source of record, your existing content management system like Oracle WebCenter Content so that the content you have access to and you share is in sync with your source of record. We recommend you look at IDC paper on Hybrid Content Management that addresses this very point.

Q. To confirm, the idea with Sites Cloud is to build interactive sites?

A. Yes. Oracle Sites Cloud Service enables users to build microsites and community sites that brings together people, content, processes and even conversations. Integration with Oracle Documents Cloud ensures that content is being leveraged from Oracle Documents Cloud content repository. Processes can be kicked-off, tracked, worked on via integration with Oracle Process Cloud from within Sites and conversations can be easily embedded again as part of Oracle Documents Cloud Service. Do check out https://cloud.oracle.com/en_US/cloud-sites  for more information.

Q. Is Documents Presenter available as part of Oracle Documents Cloud Service or is this a separate application to be purchased?

A. The Presenter app is available as part of Oracle Documents Cloud Service. The Presenter app allows you to curate relevant content available in Oracle Documents Cloud Service, and present it in visually appealing format right off your iPad. You can view a short video on Presenter here.

Q. Will Cloud Documents be integrated with Oracle SaaS Apps to facilitate the collaboration in the Cloud?

A. Yes. It is integrated with Oracle SaaS apps like Oracle Sales Cloud, Oracle Marketing Cloud and we will continue to extend such integration capabilities. Oracle SaaS and Application customers will find great synergies and ease in leveraging Oracle Cloud Content and Process with their existing investments.

Q. Can we view some demos of the solution for marketing or sales?

A. Yes, very much so. Please reach out to your Oracle account rep or connect with us via Comments here on this blog and we would be happy to go through each of these use cases with you in detail or any that is more closely related to your specific needs. Thank you for your interest.


Oracle Cloud Content and Process power the next wave of productivity, mobile efficiency, and workgroup innovation. Only Oracle offers an integrated suite of content, process and sites cloud services that enable business users to easily collaborate anywhere, simplify business automation, and communicate more effectively.


« June 2016