track3, session 5, implementing documentum and captiva based application and business process...

Cloud Meets Big Data1

17-18 November 2011. Grand Hyatt - Mumbai



Implementing Documentum And Captiva Based Applications And Business Process Automation

Implementing Documentum And Captiva Based Applications And Business Process Automation



Implementing Documentum And Captiva Based

Applications And Business Process Automation

Presented By: Jaydip Gohel



Reliance Group

Leadership Position•India’s largest private sector enterprise•India’s largest petrochemical producer•Largest refining capacity at any single location•Largest producer of Polyester Fibre and Yarn•5th largest producer of Paraxylene and Polypropylene•8th Largest producer of Purified Terephthalic Acid and Mono Ethylene Glycol

Group Activities Span Across•Exploration & Production•Gas Pipe Line•Refining•Petrochemicals•Synthetic Fibers, Textiles•Retail Marketing•Life Sciences•Infotel

Fortune 500 companyTurnover : Rs. 2,58,651 Crore ($ 58,000 million)

Net Profit : Rs. 20,286 Crore ($ 4,549 million)



Business Challenge – ECM BPM

Implement world class ECM-BPM system:

•To accommodate the needs of ECM-BPM for diverse business verticals•Scalable to enterprise level both horizontally and vertically•To serve as central system -integrate with other platforms seamlessly•Capable to automate content based business processes•Smooth Change Management



Implementation – Products Used

• Documentum Product Suite• eRoom Products• Captiva Product Suite• Database: Leading products• Hardware: Hybrid Sun Solaris and Windows servers• Storage: EMC Symmetrix SAN storage• Customized components and tools – A solution called REIMS

(Reliance Enterprise Information Management System)

Documentum

Documentum ECM Suite•CS, Webtop, DA, DAB, FTIDocumentum BPM suite•Manager, Modeler, Simulator, Navigator, AnalyzerDocumentum service components•DTS, BPS, CS4SAP, RPS, BOCS, TCS, MTSDocumentum Forms Builder, IRMBrava universal viewer and redlining software

eRoom

eRoom Enterprise StandardeRoom ViewereRoom Real-time Services

Captiva

Input AccelUniversal ClientsStandard ExportMulti Directory WatchPrime OCRDispatchereInput



Components, Tools & Configuration

COMPONENTS, TOOLS & CONFIGURATION

• WBS AND TAXONOMY• DOCUMENT NUMBERING• DOCUMENT TYPE DEFINITION• PROJECT ROLES/GROUPS• PROJECT SECURITY• BUSINESS PROCESS CONFIGURATION• BUSINESS RULES• DISTRIBUTION LIST• eTRANSMITTAL• IE UTILITY• eROOM CONFIGURATION -SUPPLIER

DELIVERABLES• eROOM – BIDS & PROPOSALS• REPORTS• RETRIEVAL - SAVED SEARCHES• SAP INTEGRATION

• WBS AND TAXONOMY• DOCUMENT NUMBERING• DOCUMENT TYPE DEFINITION• PROJECT ROLES/GROUPS• PROJECT SECURITY• BUSINESS PROCESS CONFIGURATION• BUSINESS RULES• DISTRIBUTION LIST• eTRANSMITTAL• IE UTILITY• eROOM CONFIGURATION -SUPPLIER

DELIVERABLES• eROOM – BIDS & PROPOSALS• REPORTS• RETRIEVAL - SAVED SEARCHES• SAP INTEGRATION



User Community

ClientProcess/

Application

Projects

Engineering Deliverable Management

Procurement – Bids and Proposal

Hardcopy PO Package Capture

QMS



Contd.

ClientProcess/

Application

Manufacturing Sites

Administration and Commercial

Retail

E&P, S&T, Gas Transportation, Life Sciences and Others

Technology Network

Maintenance/ MOC Processes

Operations

Daily Report generation and Distribution

Customer Forms capture

Various



EPCO Phase

Project Phase

•Pre Project Approval Phase •Project Configuration•Delivery Review & Approval•Redlining & Consolidation•Bids & Proposal Management•Supplier Deliverable Management•QMS•Progress Report•Status Report

HOTO Phase

•Technical Capitalization•Data Quality•Data Export & Massaging•Data Import•Sanity Check•HOTO Progress Report

O&M Phase

•Change Management•‘As Built’ Management•Maintenance Management•HSEF•Technology Networks•Codes & Standards•Knowledge Base



Reliance ProjectsReliance Projects

Supplier / ContractorSupplier / Contractor

Engineering Process Automation

INTERNAL PROCESS

WORKFLOW FOR REVIEW/APPROVA

L

DCC VALIDATIONS

DCC

INFO ONLY RECIPIENT

SINGLE POINT CONSOLIDATION

WORKFLOW STATUS

MONITORING & REPORT

ONLINE REDLINING

MRQ-PR LINKING (SAP Integration)

eROOM

Bulk Import

RFQ Package Creation

If MRQ

eTransmittal



CaptivaCaptiva

Forms Capture Automation

BULK SCANNING DIRECTORY WATCH

IMAGE ENHANCEMENT &

BARCODE READING

SIGNATURE CROPPING

EXPORT TO DOCUMENTUM

INDEXING



Benefits

Centralized Repositories:•Online, Access controlled, Quick retrieval from anywhere on Intranet from single source• Version integrity, better transparency and online availability of history details •Elimination of disparate file systems and content based applications•Improved interoperability

Business Process Automations

•Improved turn around time of content based business processes•On the fly creation of archives and records – accuracy of data•Automated MIS reports and status tracking•Standardization of processes, access control storage structure, templates, file formats



Future Automations

Business Process Automations

•Implementation of mobile application for executives on the move•End to end process automation for QA processes for all phases of EPC project•Use of BPS for workflow exchange with other platforms for integrated business processes•Integrated system (Documentum, Captiva and SAP) for CMS processes•Automation of on-site processes and use of Documentum mobile application•Leverage use of Captiva for auto-capture of hard copy contents•AUTOMATE MORE PROCESSES

Horizontal and Vertical Expansion



Thank You