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Documentum – J2EE ApplicationMatter ManagementClopay

Documentum – J2EE Application,

Customer is a leading services based company in the space of Corporate Governance. Corporates with their growing business and looking for a better collaboration with board members and directors require a tool having collaborative workspace with file cabinet/membership applications, browser based document import/storage function. eBoard Room is a secure, online workspace used to electronically manage board book documents, meeting status, communications and private document storage. Authorized users can access the boardroom work areas and documents anytime, anywhere!

Challenges

• Member level access with defined privileges for different document catariges
• Maintain members status with respect to prior board meetings
• Maintain Expired / Cancelled meetings and related documents

Approach

• Developed a web-based solution allowing the members to track present and previous board / committee meetings along with their documents.
• For document storage and versioning EMC’s Content Management tool was used
• Developed a web Service for Documentum related actions using DFC and DQL.
• Member level access for different document Categories is achieved by developing a relationship between board / committee memberships and their related document Categories.
• Enforcing Board and Member level security allows the members to access their own documents and documents to which they have privilege to view.
• Keeping the members status in tact with date driven approach allows tracking member details as of the meeting date.
• Performance tests and Stress testing is done at higher than normal simulated loads. Load testing is performed and measured the response times for critical transactions or processes to confirm the application meets the required performance norms.

Benefits

• Centralized access to board and committee documents for authorized users for collaborative work.
• A secure private location for board books and sensitive data.
• Online scheduling of meetings and RSVP tracking.
• Email notification and reminders of upcoming meetings.
• Private document storage for individual board members

Matter Management

Customer is a leading document management, specialising in the areas of manage a centralized repository for their document, storage and backup services. Law firms with their growing business and looking for a better collaboration with other departments and vendors, our client reaped the opportunity to build an solution that fulfills the need of companies and the law firms to manage the documents related to the lawsuits. The application was build around data management solution of legal matter management, e-billing and documents. They envisaged an application that would allow for a seamless workflow between matter management, document management and e-billing system.

Challenges

• Mapping the Business needs to workflow between the matter, document and eBilling.
• Centralized access to documents for authorized users
• Designing customizable reporting tool for users.
• Managing the business process flow for invoice generation, billing and payments in the eBill module.

Approach

• Developed a web-based solution allowing customers to access their matters, documents and submit invoices.
• In order to achieve a seamless workflow, developed relationships between a matter, its related documents and an invoice.
• For document storage and versioning, used EMC’s Content Management. Developed web service for Documentum related actions using DFC and DQL.
• Developed a reporting engine allowing the customer to customize their reports between matter, document and invoice.
• Developed an e-billing module Comprise of a billing engine to upload / create invoices. Designed additional functionalities that would allow them to achieve the same in multiple formats such as text, XML.
• Provided a mechanism by embedding a link to their case document in e-mail their by accessing the document upon authentication
• Performance tests and Stress testing is done at higher than normal simulated loads. Load testing is performed and measured the response times for critical transactions or processes.

Benefits

• E-mail notification with a link to case document
• Better collaborative access to legal documents and invoices with other departments, outside counsels, and vendors
• Easy access to the documents for references and better visibility on the e-billing process
• Shorter turn around time on bill payments
• A secure environment for clients to comunicate internally and with out said counsel and vendors

Clopay

Introduction

This document provides Brief introduction about the Evoke Technologies, which provides services in the area of technology and support with presentation of our valued client’s Product Manufacturing process. And also describes our technology strength and capabilities.

Evoke ERP Expertise

• Client 1 engagement – Largest Manufacturing of Garage doors in US.

Services offered

• Implementation and Maintenance Support
• Data Conversion/Interface development
• Forms and Reports Customization and Development
• Module Enhancements and Extensions
• Work Flow Customizations
• Upgradation Support

Business Need:

To sell various products to dealers and end users using iStore

• Retail sales
• Bulk sales
• Spares sales
• Warranty sales

Develop a web based Store that can be used to

• Create Orders
• View Orders
• Save Orders
• Cancel Orders
• Pay Online
• View /Print Invoice (s)
• Track Delivery Status
• Search
• Orders
• Payments
• Invoices
• Provide Role based access to
• Internal User
• External User

Work Flow

• Customize Oracle iStore
• Oracle Configurator used with iStore to capture order data and provide intelligence regarding selection of products
• Oracle’s Configurator allows the designer to build Guided Buying and Selling Questions to allow the user to select the service or services they require and then show the available options or products.

Configurator Modeling

• Configurator Developer is a tool for configuring products and services by building Configuration Models
• Using Configurator Developer we build Models, Configuration Rules and User Interfaces(UI)
• Models – Represent the structure of the products or services that need to be configured
• Rules – Guide end users to generate any custom product/service configuration that is valid
• UI – Reflects the Model structure and defines the appearance of the runtime Oracle Configurator

Configurator Developer

• When the Model and UI are ready for testing, a Configurator Developer makes them available to specific hosting applications by publishing them
• Publishing - process that creates a copy of a configuration model’s structure, rules, and UI on a specific database to make it available for testing or production use from different hosting applications

Bill of Materials

• Leverages existing PTO/ATO data already in Oracle Inventory (INV) and Bills of Material.
• The process of configuring the model does not modify the original data in the BOM and INV applications
• The imported BOM data is a snapshot of the BOM at the time of import

Oracle Configurator Developer

• Maintains consistency between configuration models and the downstream manufacturing process

Oracle Configurator Developer

• A configurator Developer is a tool for configuring products and services by building Configuration Models
• Using Configurator Developer we build Models, Configuration Rules and User Interfaces (UI)
• Models – Represent the structure of the products or services that need to be configured
• Rules – Guide end users to generate any custom product/service configuration that is valid
• UI – Reflects the Model structure and defines the appearance of the runtime Oracle Configurator

Define Configuration Rules

• Maintains consistency between configuration models and the downstream manufacturing process

Oracle Configurator Developer

• Map Customer Needs and Product Options
• Determine Valid Options
• Support Multiple Rule Types
• Logic
• Numeric
• Compatibility
• Explicit
• Property
• Design charts

Process Flow –Ordering

Enterprise Modules

JDE migration and support

• Evoke Technologies maintains the ERP systems, Oracle E Business suite and Jd Edwards
• Users log the tickets and the CLOPAY help desk assigns the tickets to Evoke.
• Evoke solves issues like login, balancing and reconciling the financial transactions.
• Prepared the process documentation which involves the regular processes like entering sales order, receiving a PO item, printing invoices etc.

Advantages

• Step by Step screen shots with briefing will help the users to perform their jobs effectively.
• Minimizes the Class room training time for new users.
• Preparing the System Documentation for all the modules used by Client.
• Specific to Client and contains information relevant to a Client user where as JDE documentation is voluminous and complex for the user to understand and generic for all JDE users.
• Explains the uses of extra fields added as part of the customization to the screens and UBES.

Purpose

• To maintain the customization information based on the process and module.
• Information is Handy when migrating to new versions or to new ERP’s.

Migration

Brief about our valued Client(s)

Client is a Building Products Company, a part of Corporation, is a leader in the manufacturing of Garage doors. It’s the world’s largest residential garage door manufacturer. Client has manufacturing plants in various locations in US.

Work flow

The major functions are Receiving work order, procuring material and disposition of material for processing the products at production lines.

Oracle ERP application handles work order and resource level. Manufacturing unit follow the work order and production processes. Once finished products are ready for ship, shipment process starts to load the truck and distribute them to customer.

The following picture describes work flow at shop floor

Services provide by Evoke

Technology

Evoke has technology experts in various skills like Dotnet, Java, Oracle Database, Oracle Apps, Testing and Product Customization etc…

Strengths and Abilities

• On time completion of schedules
• Sophisticated technical team
• Flexible work environment