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Alfresco
Vision and Roadmap
Bas	
  Peters	
  
Solu-ons	
  Architect	
  
bas.peters@alfresco.com	
  
CPU based 
subscription 
model

24/7, 365 day
"follow-the-sun"
support 

Open 
Source

1300+ 

active customers in

180 
countries

95%

4 billion

documents

300 

recurring
subscriptions

employees
Founded in 

7 million
users

2005

San Mateo

Atlanta

London

Maidenhead 

Sydney

Japan
Alfresco in 
information
intensive industries

Government &
Intelligence

Banking &
Insurance

Manufacturing

Media &
Publishing

High Tech
Alfresco 
Customers




From the 2013 Gartner ECM Magic Quadrant
Alfresco Vision
Simple + Smart
!
!
!
Hybrid ECM
Control the lifecycle of content from
behind the firewall to the cloud
Press Agency

Advertising Agency

Media Agency

Firewall

ECM
http://blogs.alfresco.com/wp/connected-enterprise-survey-results/
Content Chaos
Advertising Agency

Media Agency

Alfresco

Sync

Press Agency

Alfresco

Firewall
Alfresco Roadmap
Simple + Smart
Alfresco 
Platform

Document	
  Management	
  

Full	
  access	
  to	
  all	
  the	
  features	
  needed	
  to	
  manage	
  your	
  documents	
  
including	
  version	
  control,	
  access	
  control	
  and	
  workflow.	
  

Collabora-on	
  

Use	
  Alfresco	
  to	
  create	
  department,	
  project	
  or	
  team	
  sites.	
  	
  Invite	
  other	
  
users	
  and	
  collaborate.	
  

Cloud	
  Sync	
  

Allows	
  employees	
  to	
  select	
  documents	
  and	
  folders	
  from	
  Alfresco	
  on-­‐
premise	
  and	
  sync	
  them	
  to	
  Alfresco	
  in	
  the	
  cloud.	
  Alfresco	
  is	
  the	
  only	
  
Hybrid	
  ECM	
  plaKorm	
  in	
  the	
  world	
  with	
  a	
  seamless	
  cloud	
  sync.	
  

Records	
  Management	
  

Need	
  an	
  extra	
  level	
  of	
  compliance?	
  Install	
  the	
  addi-onal	
  Records	
  
Management	
  module	
  to	
  manage	
  your	
  records.	
  

Case	
  Management	
  

Get	
  a	
  holis-c	
  view	
  of	
  the	
  lifecycle	
  of	
  a	
  case,	
  with	
  relevant	
  content	
  in-­‐
context,	
  based	
  on	
  business	
  roles.	
  Efficient	
  content	
  crea-on,	
  process	
  
management,	
  deadline	
  monitoring,	
  repor-ng	
  and	
  archiving	
  for	
  cases	
  
of	
  any	
  kind.	
  

Mobile	
  Access	
  

Download	
  the	
  free	
  Alfresco	
  Mobile	
  app	
  for	
  iOS	
  or	
  Android	
  to	
  access	
  all	
  
of	
  your	
  content	
  on	
  the	
  go.	
  
Alfresco 4.2
•  New Collaboration Options
•  Simplified User Interface
•  Workflow Enhancements
•  Ease of Administration
•  Simple Records Management
Disclaimer
The roadmap themes that follow are
areas that we will be working towards
but no commitments yet
Desktop Sync!
• 
• 
• 
• 

Simple sync and share
Easy collaboration
Hybrid
Easy application integration
Roadmap and delivery
•  The next major release of Alfresco One will be
announced at Summit 2014
•  The following are the prioritized themes:
+ Reporting and Analytics 
+ Improved Search
+ Office Integration
+ Kickstart and End-user modeling
+ Accessibility 
•  Additional Continuous Improvement Items will also
be delivered, currently being prioritized
Reporting and Analytics
•  Market Problem
+  Customers have no information on the type or volume of content, how
it is being used and how user adoption is progressing
•  Requirements
+  Provides graphical and tabular views on how the ECM system is being
used
•  Features
+  Number and types of each type of content stored
+  Repository growth
+  Uploads, downloads, shares
+  Most viewed documents
+  User metrics - numbers, activity levels, top 10 users
+  Custom reports
+  Reports can be selected for different date ranges to give trend
information
Office Integration
• 
• 

• 

Market Problem
+  MS Office and SharePoint is ubiquitous, end-users use both to perform their jobs
and there is resistance to changing they way they work
Requirements
+  Allow Alfresco to masquerade as SharePoint from the perspective of an end user
using MS Office applications
+  Allow end-users to interact with content held in Alfresco from within MS Office
applications without leaving their normal working environment
Features
+  Check in and out documents
+  Add metadata
+  Launch Activiti workflows 
+  Act on Activiti workflows e.g. approve documents, provide feedback
+  Treat Alfresco as any other shared drive from within Windows with enhanced
WebDAV capabilities
+  Take advantage of document management functionality from within Adobe
Acrobat and Reader
SharePoint Integration
•  Market Problem
+ SharePoint is ubiquitous with users trained and processes
established to manage content. Alfresco needs to co-exist
with SharePoint as a content repository

•  Requirements
+ Allow end users to access content stored in Alfresco from
within a SharePoint portal.

•  Features
+ Users can search Alfresco, navigate libraries and perform
all the standard file operations normally available from
within SharePoint
Content Application Tools
•  Market Problem
+  Enterprises have business specific requirements around Content and
Process Management that require customization of ECM systems.
This customization currently requires engineering resource (coding)

•  Requirement
+  Produce Content Application Tools to give Business Analysts/LOB
Managers who do not have the development skills or resources
required, the ability to customize their ECM to match their business
needs through configuration.

•  Features"
The two features proposed in this category are:
+  Share Workflow Tool: Kickstart
+  End User Modeling
Share Workflow Tool (Kickstart)
•  Market Problem 
+ Customers build custom process solutions, this is typically done
with IT or consultants
+  Line of business managers (AP, Purchasing,..) would like to create ad
hoc workflows without IT resources

•  Requirements
+ An extension to Alfresco Share that enables line of business
managers to create their own simple content based workflows 

•  Features Include:
+  Drag and drop interface with simple steps
+  Single use or re-use (template) workflows
+  Share with group
End User Modeling
•  Market Problem 
+  Content Models define the business context for content
+  We have exceptionally strong modelling capabilities under the
covers however….
+  Today they require technical knowledge

•  Requirements
+  A user interface for content modelling enables the Business Analyst/
LOB manager to define and manage the business context for their
content

•  Features Include:
+  Configure Aspects (property groups), Modify basic display layout,
define/modify forms including Search, Data Entry, View/
Edit Forms
Improved Search
•  Market Problem

+ Search is Not Intuitive
•  Why can’t it just be like Google (or Amazon or eBay…)

+ Rich metadata (a key strength and differentiator) is not matched
by the search capabilities
+ If you can’t find it, it doesn’t exist

•  Requirements

+ Provide a simple, consumer-like search experience
+ Allow search to be a primary interface
+ Support knowledge mining, discovery and re-use

•  Features include:
+ Auto-Suggest Terms, Filtered (Faceted) Results, Search Term
Highlighting, More Like This, Reusable Searches
Accessibility
•  Market Problem
+  Public sector organisations mandate accessibility compliant solutions
•  Requirements
+  This feature addresses Industry and Government standards for
Accessibility
+  Regulatory Compliance
•  Standards
+  W3Cs Web Content Accessibility Guidelines & US Section 508
Compliance
•  Features
+  Full Keyboard Navigation, User Agent (Browser) Zoom support, High
Contrast Theme, Screen Reader Support, WAI-ARIA Widgets
Mobile Server Add-On
•  Market Problem 
+ Increasing number of mobile devices accessing Alfresco
+  Majority of mobile enterprise deployments require customized apps
yet often configuration of Alfresco app would suffice

•  Requirements

+ Administrative tool to control device/user access
+ Administrative tool to manage mobile content including role
based access

•  Features Include:
+  Registering devices for secure access and notification
+  Remote wipe stored content
+  Configuration of individual device’s features and personalization
+  Push content (briefcase)
?	
  

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Amplexor Alfresco ECM Solutions Seminar - Alfresco Vision And Roadmap 2014

  • 1. Alfresco Vision and Roadmap Bas  Peters   Solu-ons  Architect   bas.peters@alfresco.com  
  • 2. CPU based subscription model 24/7, 365 day "follow-the-sun" support Open Source 1300+ active customers in 180 countries 95% 4 billion documents 300 recurring subscriptions employees Founded in 7 million users 2005 San Mateo Atlanta London Maidenhead Sydney Japan
  • 3. Alfresco in information intensive industries Government & Intelligence Banking & Insurance Manufacturing Media & Publishing High Tech
  • 5. 
 From the 2013 Gartner ECM Magic Quadrant
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  • 10. Hybrid ECM Control the lifecycle of content from behind the firewall to the cloud
  • 16. Alfresco Platform Document  Management   Full  access  to  all  the  features  needed  to  manage  your  documents   including  version  control,  access  control  and  workflow.   Collabora-on   Use  Alfresco  to  create  department,  project  or  team  sites.    Invite  other   users  and  collaborate.   Cloud  Sync   Allows  employees  to  select  documents  and  folders  from  Alfresco  on-­‐ premise  and  sync  them  to  Alfresco  in  the  cloud.  Alfresco  is  the  only   Hybrid  ECM  plaKorm  in  the  world  with  a  seamless  cloud  sync.   Records  Management   Need  an  extra  level  of  compliance?  Install  the  addi-onal  Records   Management  module  to  manage  your  records.   Case  Management   Get  a  holis-c  view  of  the  lifecycle  of  a  case,  with  relevant  content  in-­‐ context,  based  on  business  roles.  Efficient  content  crea-on,  process   management,  deadline  monitoring,  repor-ng  and  archiving  for  cases   of  any  kind.   Mobile  Access   Download  the  free  Alfresco  Mobile  app  for  iOS  or  Android  to  access  all   of  your  content  on  the  go.  
  • 17. Alfresco 4.2 •  New Collaboration Options •  Simplified User Interface •  Workflow Enhancements •  Ease of Administration •  Simple Records Management
  • 18. Disclaimer The roadmap themes that follow are areas that we will be working towards but no commitments yet
  • 19. Desktop Sync! •  •  •  •  Simple sync and share Easy collaboration Hybrid Easy application integration
  • 20. Roadmap and delivery •  The next major release of Alfresco One will be announced at Summit 2014 •  The following are the prioritized themes: + Reporting and Analytics + Improved Search + Office Integration + Kickstart and End-user modeling + Accessibility •  Additional Continuous Improvement Items will also be delivered, currently being prioritized
  • 21. Reporting and Analytics •  Market Problem +  Customers have no information on the type or volume of content, how it is being used and how user adoption is progressing •  Requirements +  Provides graphical and tabular views on how the ECM system is being used •  Features +  Number and types of each type of content stored +  Repository growth +  Uploads, downloads, shares +  Most viewed documents +  User metrics - numbers, activity levels, top 10 users +  Custom reports +  Reports can be selected for different date ranges to give trend information
  • 22. Office Integration •  •  •  Market Problem +  MS Office and SharePoint is ubiquitous, end-users use both to perform their jobs and there is resistance to changing they way they work Requirements +  Allow Alfresco to masquerade as SharePoint from the perspective of an end user using MS Office applications +  Allow end-users to interact with content held in Alfresco from within MS Office applications without leaving their normal working environment Features +  Check in and out documents +  Add metadata +  Launch Activiti workflows +  Act on Activiti workflows e.g. approve documents, provide feedback +  Treat Alfresco as any other shared drive from within Windows with enhanced WebDAV capabilities +  Take advantage of document management functionality from within Adobe Acrobat and Reader
  • 23. SharePoint Integration •  Market Problem + SharePoint is ubiquitous with users trained and processes established to manage content. Alfresco needs to co-exist with SharePoint as a content repository •  Requirements + Allow end users to access content stored in Alfresco from within a SharePoint portal. •  Features + Users can search Alfresco, navigate libraries and perform all the standard file operations normally available from within SharePoint
  • 24. Content Application Tools •  Market Problem +  Enterprises have business specific requirements around Content and Process Management that require customization of ECM systems. This customization currently requires engineering resource (coding) •  Requirement +  Produce Content Application Tools to give Business Analysts/LOB Managers who do not have the development skills or resources required, the ability to customize their ECM to match their business needs through configuration. •  Features" The two features proposed in this category are: +  Share Workflow Tool: Kickstart +  End User Modeling
  • 25. Share Workflow Tool (Kickstart) •  Market Problem + Customers build custom process solutions, this is typically done with IT or consultants +  Line of business managers (AP, Purchasing,..) would like to create ad hoc workflows without IT resources •  Requirements + An extension to Alfresco Share that enables line of business managers to create their own simple content based workflows •  Features Include: +  Drag and drop interface with simple steps +  Single use or re-use (template) workflows +  Share with group
  • 26. End User Modeling •  Market Problem +  Content Models define the business context for content +  We have exceptionally strong modelling capabilities under the covers however…. +  Today they require technical knowledge •  Requirements +  A user interface for content modelling enables the Business Analyst/ LOB manager to define and manage the business context for their content •  Features Include: +  Configure Aspects (property groups), Modify basic display layout, define/modify forms including Search, Data Entry, View/ Edit Forms
  • 27. Improved Search •  Market Problem + Search is Not Intuitive •  Why can’t it just be like Google (or Amazon or eBay…) + Rich metadata (a key strength and differentiator) is not matched by the search capabilities + If you can’t find it, it doesn’t exist •  Requirements + Provide a simple, consumer-like search experience + Allow search to be a primary interface + Support knowledge mining, discovery and re-use •  Features include: + Auto-Suggest Terms, Filtered (Faceted) Results, Search Term Highlighting, More Like This, Reusable Searches
  • 28. Accessibility •  Market Problem +  Public sector organisations mandate accessibility compliant solutions •  Requirements +  This feature addresses Industry and Government standards for Accessibility +  Regulatory Compliance •  Standards +  W3Cs Web Content Accessibility Guidelines & US Section 508 Compliance •  Features +  Full Keyboard Navigation, User Agent (Browser) Zoom support, High Contrast Theme, Screen Reader Support, WAI-ARIA Widgets
  • 29. Mobile Server Add-On •  Market Problem + Increasing number of mobile devices accessing Alfresco +  Majority of mobile enterprise deployments require customized apps yet often configuration of Alfresco app would suffice •  Requirements + Administrative tool to control device/user access + Administrative tool to manage mobile content including role based access •  Features Include: +  Registering devices for secure access and notification +  Remote wipe stored content +  Configuration of individual device’s features and personalization +  Push content (briefcase)
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