SOLUTION OVERVIEW
EMC DOCUMENTUM XCP Accelerate the development of custom content-enabled solutions to support case management
ESSENTIALS
• For IT:
– Accelerate the application
lifecycle and decrease
deployment complexity
– Eliminate the need for
traditional development
– Effectively accommodate
changes and upgrades
to systems, environment
and infrastructure
– Improve the user experience
and boost productivity
– Enhance enterprise
applications with content
– Reduce costs and improve
operational efficiency
– Handle data security and
information integrity
• For the business:
– Build the foundation for
intelligent case management
– Improve visibility into
customers and trends
– Manage and relate
information from many
sources
– Automate the decision-
making process with
flexibility for human insight
In an ideal world, creating and developing solutions to meet the requirements
of individual business use cases would be fast and easy. Instead of expecting
users to make do with one-size-fits-all solutions, or painstakingly building coded
custom applications, IT departments could deliver solutions quickly and adapt
them as business needs change. Instead of incurring the expense of building,
maintaining, integrating and upgrading custom applications, your IT team could
cut costs and reduce lengthy development cycles. You could deliver modern
applications with elegant, intuitive user interfaces and built-in process steps
for individual use cases, capable of pulling together information from a variety
of disparate sources and providing a complete audit trail.
In fact, that ideal state is a reality today. With EMC® Documentum® xCP, IT teams
can build a wide range of cloud-ready business solutions to support information-
intensive, decision-oriented and process-centric requirements. For example:
• An insurance company must manage and relate information from multiple
systems and sources, including Big Data. A complete record of all related
content, correspondence and interactions must be maintained for audit or
regulatory purposes, with full visibility into customer activity and the ability
to monitor trends.
• A commercial bank must automate and improve decision-making processes
for customer service, such as whether to approve or reject an application for a
product or service—a loan, a line of credit and so on. Measurements such as
key performance indicators are required for continuous process improvement.
• A healthcare provider must automate manual, repetitive or exception-based
processes, yet allow for human insight. Work queues must be established
across a set of information workers with a variety of skills to ensure that work
can be delegated or escalated to other individuals as appropriate.
EMC Documentum xCP offers an entirely new approach to these and similar
scenarios. In short, xCP is a flexible development platform designed to help IT
teams quickly and cost-effectively compose modern applications to expose and
exploit the full value of the organization’s information—deploying content-enabled
solutions on top of the Documentum platform. xCP accelerates the application
lifecycle, decreases deployment complexity and effectively accommodates
changes and upgrades to systems, environment and infrastructure, while enabling
design of personalized user interfaces. The result is a new level of flexibility for
IT in meeting the needs of the enterprise for streamlined processes, productivity
improvements and better business outcomes.
SOLUTION OVERVIEW
CENTRALIZING RELATED INFORMATION IN AN ACCESSIBLE CASE FOLDER
Today, most knowledge workers managing a transaction must search through
multiple sources to gather the right content. They expect that the file contains
all the right evidentiary documentation to support decision-making as well as
compliance—which, in fact, it may or may not.
xCP streamlines this manual, error-prone process with a mechanism in place
to assure completeness of documentation. Rather than a workflow-driven
process, the case management approach supported by xCP recognizes the
interdependent relationships between data, content, people, systems and
policies.
xCP employs an enhanced data model and integrated content analytics that help
identify, collect and manage related information and interactions in the right
context. This information is stored in a common location: a case folder. The case
folder maintains a complete record of any content that was added, viewed or
changed, including any interactions that took place between people, decisions
that were made, and processes and policies that were applied. This “virtual folder”
enables all users involved to collaborate on a particular case.
With a holistic view of cases centered around a specific transaction, users have
a complete view of relevant information and access to related deliverables.
They can create, locate, view, revise and manage any type or format of content—
including video, images, forms, documents, e-mail, records and correspondence—
using full-text search and faceted navigation to find what they need quickly.
There is no longer any need to search through disparate systems; related data
is centralized, and case folders are generated dynamically that store, manage
and route a complete record of related items, readily and easily available. Creating
an end-to-end audit trail is simple.
AT A GLANCE: DOCUMENTUM XCP IN THE REAL WORLD
Eaton Vance is one of the oldest
and best-known investment
management firms in the United
States. IT analysts recognized that
manual processes for capturing
and accessing new-account
paperwork were resource-intensive,
inefficient and error-prone, and
made it difficult to meet regulatory
obligations. Without a good
tracking system for the paperwork,
it was easy to miss transactions—
a costly oversight. By adopting an
automated capture, management
and workflow solution based on
EMC Documentum, Documentum
xCP and Captiva, the company has
achieved significant efficiencies
for both end users and managers—
and increased the number of new-
account openings by 24%.
SOLUTION OVERVIEW
And the user experience is role-based and contextual, presenting a personalized
view of information. With built-in content and process analytics, xCP supports
comprehensive reporting, enabling the user to view dashboards, charts and
dynamic reports associated with roles. This way, users receive access to the
relevant information required to support their decision-making. They can improve
their visibility into customers, for example, and set up their own key performance
indicators to monitor specific trends.
AUTOMATING DECISION-MAKING PROCESSES
Every enterprise has some policy or procedure in place for managing approvals,
whether formal and structured or informal and ad hoc. Controls are often
bypassed, however, as people step outside established processes in the interests
of time or expediency.
Regulated industries as well as policy-driven enterprises, on the other hand,
must follow set processes and standard operating procedures without deviation.
Yet they require flexibility for exceptions and situations where expert review
and approval is in order.
xCP automates management of controlled documents and workflows while
eliminating time-consuming manual steps, supporting compliance and validation
of rules-based processes. The workflow presents a complete set of information
for each step, with the proper controls in place, to support consistent, sound
decision-making.
All documentation involved during and after the approvals process is managed and
then archived in a secure repository for complete records and efficient auditing.
LEVERAGING REUSABLE CONTENT AND MODELS
Let’s take a look at how xCP works. xCP is built on the EMC Documentum
platform, leveraging its core content management capabilities: content import
and export, metadata, versioning renditions, security and library services.
The Documentum platform accepts and indexes all content types, paper or
electronic, and can access information from any business system.
All user interfaces and process models created with xCP are reusable, because they
are stored and versioned in the Documentum platform. Integrated composition
tools enable the rapid design of solutions that leverage business processes,
information models, reports and multiple data sources including big data.
xCP is integrated with EMC Captiva, which intelligently captures documents and
data and transforms it into usable electronic format for indexing and proper
queuing. It also integrates with EMC Document Sciences xPression for document
creation and distribution. xPression is a single platform supporting brand-
compliant corporate communications that can be generated to the customer’s
preference, then stored and archived.
AT A GLANCE: DOCUMENTUM XCP IN THE REAL WORLD
Halkbank, one of Turkey’s most
successful full-service banking
institutions, recognized that its
legacy document management
system was impeding its
ambitious growth plans. Unreliable
performance and lost documents
were no longer acceptable, and
inefficiencies undermined customer
service. In just three days, Halkbank
deployed and migrated assets
to centralized Documentum
repositories. Using Document xCP,
workflow efficiencies improved
150%, with the staff scanning
over 200% more documents per
day. Today, over 25,000 individual
Halkbank workflows are managed
daily by Documentum xCP
and Captiva.
SOLUTION OVERVIEW
xCP is broadly used by companies to build in-house solutions, by the EMC
Enterprise Content Division to create use-case-specific applications, and by
EMC partners to create solutions for their customers.
OFFERING SPECIALIZED FEATURES FOR DEVELOPERS
The xCP Designer contains a full library of prebuilt UI widgets, business-process
activity templates and data services. Use of data services reduces the cost of
coding and maintaining connections with internal systems by leveraging standards-
based messaging within a business process. This enables the exchange of data
and triggering actions in other business systems of record, such as customer
relationship management, ERP, supply chain management and databases at
runtime. Virtually all HTML-based business systems are supported, and no changes
are required to the infrastructure of the calling application. Integration can be
configured quickly by a fairly junior consultant.
AT A GLANCE: DOCUMENTUM XCP IN THE REAL WORLD
Tata Power, India’s largest
integrated power company, lacked
control over core business activities
that relied on unstructured data.
Manual workflow processes
resulted in lack of visibility into
non-transaction-based activities,
hindering critical decision-making.
Via Documentum xCP and Captiva,
Tata Power can now extract value
from unstructured data while
automating complex information-
intensive processes. The company
reduced workflow cycle times by
40%, and has gained access to real-
time monitoring and analytics to
drive informed business decisions.
Automating and integrating
processes enables the organization
to work effectively as a single entity
that shares information.
Through an active xCP development community, your team can access prebuilt
software accelerators, sample applications, libraries, utilities and design
patterns that incorporate best practices, accelerating time to value.
Deploying xCP involves a single installation of a single extremely lightweight
browser component. Nothing needs to change on the user’s desktop to enable
additional use cases.
CONTENT-ENABLING EXISTING APPLICATIONS WITH XIS
xIS, a standard component of xCP (no additional license required), represents a
new wave of systems integration. xIS enables delivery of rich, contextual content
at the click of a button without customization—essentially, documents on demand
without the need for costly integration software.
SOLUTION OVERVIEW
xIS is a small browser add-in that scrapes HTML and passes it to xCP. A lightweight
Web service tells the add-in what to scrape and what xCP page to call, based
on the URL from which xIS is called. The add-in provides rapid insight from the
source applications.
For the user, xIS is invisible; the user clicks on a browser button while looking at
an enterprise application—a CRM solution, for example. Context is passed from
the screen to the xCP application, with the key data already filled in.
From an IT perspective, xIS is in use without any change to the enterprise
application, as context is scraped from the underlying application’s HTML. HTML
is parsed and processed to deliver the context-appropriate xCP functionality.
(xIS does not include the browser component, since that depends on how your
company chooses to implement it in its current infrastructure.)
EVOLVING TO INTELLIGENT CASE MANAGEMENT
Traditionally used in social services, healthcare, banking, insurance and legal
environments, case management is a pattern of work that is rapidly expanding
into many other industries. Organizations are recognizing that a case management
approach can make information easily accessible, up-to-date, quickly tracked
and more manageable in the context of business processes.
EMC Documentum xCP represents the ultimate foundation for the move to
intelligent case management—merging enterprise content management (ECM),
business process management (BPM) and analytics to boost the productivity
of knowledge workers. ECM captures and stores all relevant business artifacts,
and enables them to be located quickly. BPM focuses on the processes and
workflows involved. Analytics extracts and organizes information to provide
relevant insight.
Intelligent case management takes these capabilities even further to manage
the entire lifecycle of your case processes, providing document and data capture,
ECM, BPM, search and analytics, collaboration, customer communications and
records management. With EMC Documentum xCP, your organization has the key
building blocks in place for intelligent case management—to work smarter and
faster while reducing risk, improving customer service and lowering total cost
of ownership.
REALIZING THE BENEFITS
Documentum xCP is available today—a proven solution that EMC has continually
improved to meet the needs of today’s enterprise. Organizations that want to
boost productivity for business users and developers alike, support effective
decisions and improve business outcomes have realized a rapid return on
investment with xCP.
CONTACT US
To learn more about EMC
Documentum xCP, contact your
local representative or
authorized reseller—or visit us
at www.emc.com.
EMC2, EMC, the EMC logo, and Documentum are registered trademarks or trademarks of EMC Corporation in the United States and other countries. © Copyright 2015 EMC Corporation. All rights reserved. Published in the USA. 03/16 Solution Overview H14954
EMC believes the information in this document is accurate as of its publication date. The information is subject to change without notice.
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