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Oracle WebCenter is the user engagement platform for social business—connecting people and information.
Updated: 7 hours 37 min ago

Multi-Channel Service Delivery

Fri, 2014-11-07 10:18
By Mitchell Palski, Oracle WebCenter Sales Consultant
This week we’re happy to have Oracle WebCenter expert Mitchell Palski join us for a Q&A around Multi-Channel Service Delivery. 
Q: So Mitchell, what exactly do you mean by Multi-Channel Service Delivery? A multi-channel service delivery approach allows your organization to provide the best all-around user experience across multiple communication channels. Increasingly powerful and user-friendly technologies are creating opportunities for organizations to offer new ways to interact with end users in order to respond to their needs more effectively. 
By taking advantage of the introduction of devices such as smartphones, interactive voice response systems, digital television, and self-service terminals, organizations can make use of multiple channels to increase end user participation.
Organizations should envision new forms of interaction that allow service providers to be as accessible and responsive as possible. Multichannel service delivery is the provision of public services by various means in an integrated and coordinated way. End users can make selections according to their specific needs and circumstances to receive consistent outcomes across channels. The result is in an increase in user satisfaction and a growing trust in the organizations they are doing business with.
Q: Why is it important in today’s business environment to provide a trustworthy multi-channel experience to customers, employees, partners and citizens? The ability to deliver superior customer service and support across multiple channels isn't necessarily a requirement to be Best-in-Class. It is, however, a trait of leading organizations that are looking to lead their customers to newer media of information discovery and service interaction. What really differentiates leading organizations is investing in the consistency and effectiveness of a strong service experience regardless of the channel being leveraged. By architecting a service platform that is designed for multi-channel service delivery, you are setting your organization up for lower service costs, greater agent effectiveness and improved customer satisfaction.
We talked about trust being an important factor. In today’s world, ease of use and information security is more important than ever before. In parallel, the range of device types accessing our information systems is growing exponentially. User reluctance is certainly warranted, so in order to drive user participation with new systems an organization needs to address both ease of use AND information security. Building a platform that is consistent across all channels is critical as you engage new users. Perception is everything, and inconsistent user experiences inherently leave the perception that a system is unstable (even if that’s not the case). 
Q: You touched on some of the benefits of delivering a strong multi-channel service experience including lowering service costs and improving customer satisfaction. Are there other benefits you could highlight for our readers? By providing a multi-channel delivery platform, you are positioning your organization to leverage that platform for its own benefit. Improved customer experience gives your organization an opportunity to:
  • Increase your sales conversion rate
  • Generate revenue through “convenience” fees
  • Improve effectiveness of organizational promotions

Q: So if someone was looking to dive in and begin delivering services across multiple channels, how would they get started and what technologies are available to them?
The Oracle solution for Multi-Channel service delivery is a combination of two Fusion Middleware products – Oracle WebCenter and Oracle Business Process Management. Oracle WebCenter is the next generation user engagement platform that allows for rapid development of responsive user interfaces. WebCenter provides organizations with a toolset to deliver role-based user experiences that are intuitive, social, and allow for easy content management. Oracle Business Process Management – also known as BPM – is the engine that drives self-service capabilities. BPM streamlines and automates existing processes into well-oiled workflows that rely on any combination of human and system-driven events to reach business goals. The integration between these products is seamless, leading implementers to stress-free implementations and faster time-to-production.

Thank you, Mitchell for sharing your best practices on Multi-Channel Service Delivery.  If you’d like to listen to a podcast on this topic, you can do so here

Webcast: WebCenter Content & Imaging for Oracle Application Customers

Tue, 2014-11-04 11:15

WebCenter Content & Imaging for Oracle Application Customers

Thursday, November 13, 2014 
11:00 AM - 12:00 PM EST

Register here - Learn from industry experts how »Oracle WebCenter« extends and streamlines document management

Join Oracle & Sofbang on November 13th for an informative free webinar on WebCenter Content and Imaging.

WebCenter Content is Oracle’s best-in-breed comprehensive Enterprise Content Management system (ECM). It gives the user everything that they need to create and manage a wide range of content across the enterprise. It also offers an enterprise class solution for centralized imaging and capture.

Key Benefits of WebCenter
  • Provides fast ROI by eliminating paper, automating business processes & reducing time and labor costs associated with manual data entry
  • Provides ongoing ROI by enabling wide scale enterprise imaging use and increasing delivery of data to back-office applications
  • Maximizes existing investments in Oracle FMW & applications
  • Safe, strategic investment as the default imaging solution for the next generation of Oracle applications
Register here -

Oracle Roundtables: Next Gen Digital Experience & Engagement (Dallas & Chicago)

Mon, 2014-11-03 10:34
Oracle Corporation Next Gen Digital Experience & Engagement

Connecting Experiences to Outcomes

The world has changed to one that’s always on, always-engaged, requiring organizations to rapidly become “digital businesses.” In order to thrive and survive in this new economy, having the right digital experience and engagement strategy and speed of execution is crucial. 

But where do you start? How do you accelerate this transformation? 

Attend this roundtable to hear directly from leading industry analysts from Forrester Research, Inc., Blast Radius, client companies, and solution experts as they outline the best practice strategies to seize the full potential of digital experience and engagement platform. Gain insights on how your business can deliver the exceptional and engaging digital experiences and the drive the next wave of revenue growth, service excellence and business efficiency. 

We look forward to your participation at the Solution Roundtable. 

Register now for the November 12 event or call 1.800.820.5592 ext. 12830.

Register now for the November 13 or call 1.800.820.5592 ext. 12864.

Blast Radius

Red Button Top Register Now (Dallas) Red Button Bottom Red Button Top Register Now (Chicago) Red Button Bottom Calendar November 12, 2014
10:30 a.m. - 11:45 a.m. Renaissance Dallas Renaissance Dallas
2222 N. Stemmons Fwy.
Dallas, TX 75207 Calendar November 13, 2014
10:30 a.m. - 11:45 a.m. The Westin O'Hare The Westin O'Hare
6100 N River Rd
Rosemont, IL 60018 Featuring:

James L. McQuivey James L. McQuivey, Ph.D.
Vice President, Principal Analyst serving CMO Professionals, Forrester 

Oracle Day - Dallas

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Webcast Q&A: Next-Generation Accounts Payable Process Automation

Thu, 2014-10-30 14:41
On October 16, Nilay Banker, Founder & CEO, Inspyrus and Chris Preston, Sr. Director Customer Strategies, Oracle presented on a webcast "Next-Generation Accounts Payable Process Automation." We had a ton of questions come in during the webcast, and Nilay has graciously answered and addressed them for us in this blog post Q&A.
A lot of your competitors claim they can provide 80% automation. How is your offering different? 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.
Can your cloud offering integrate with our on-premise ERP systems?  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.
We receive invoices via mail, email and EDI. Can your offering provide us a consistent process for all these? Yes. Irrespective of how you receive your invoices, we provide a consistent Application, Workflow and Analytics for all of these.
We have Oracle E-Business Suite and SAP for our ERP systems. Will your solution integrate with both our ERP systems? 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.
What is your typical implementation timeline? Our standard implementation takes between 8 to 10 weeks.
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? The solution is available for most major ERP systems including MS Dynamics. Also available for SAP, PeopleSoft & JD Edwards.
Can you talk more about how Suppliers can be included? Suppliers can be included in a couple of ways:
  1. As part of the invoice processing workflow if you want to reject invoices with missing information and send it back to the suppliers for them to resubmit.
  2. Provide suppliers self-service access to view status of invoices, payments and to create invoices online including PO flips.
How about list of values within the tool - master data and transactional data ? Will you draw from the ERP? The application is integrated real-time with Oracle EBS, SAP, PeopleSoft and JD Edwards. All master and transactional data are drawn from the ERP system.
How does this solution compare to BPM? 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.
Would this solution work if we have a mix of invoices where some are match to po and some are match to receipt? Yes, that is very common.
And is this an Inspyrus solution or out of the box with WebCenter Imaging? This solution from Inspyrus comes out-of-the-box with Oracle WebCenter Imaging, Forms Recognition and Capture.
Does the application also integrate with some of the cloud based application like SAP's Business By Design? Yes, it does.
I wasn't clear about how the system can create the GL code without PO matching? Business rules can be applied to automate GL-coding for non-PO invoices.
Does this support Project related invoice coding for those that use E Business Suite - Project Accounting? Yes, project coding is supported out-of-the-box.
Does this application have an integration to Oracle Fusion? Integration with Oracle Fusion will be available in Feb 2015.
What kind of validations happens when it hits the unified workflow? 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.
What is the backbone (Content Storage, Workflow, etc.) of the application? Underlying technology is Oracle WebCenter Content & Oracle BPM.
Need to know if the application has its own database to store scanned copies of invoices or we need to have content management tool? This solution from Inspyrus and Oracle comes out-of-the-box with Oracle WebCenter Imaging, Forms Recognition and Capture - includes WebCenter Content which is the content management repository.
Does this solution utilize Oracle IPM? This is built on top of Oracle IPM. You can reach out to Nancy Tiano. We have been talking to Land O'Lakes recently.
For invoices emailed - e.g. a .pdf file, can they be automatically sent for OCR? Yes, every attachment in the email is automatically sent for OCR.
Does OCR support all language invoices? There is support for about 24 languages. Most major ones.
Is SOA Suite a requirement for delivery to the downstream ERP systems? Including Oracle EBS, MS Dynamics, SAP, etc? WebCenter Imaging includes run-time licenses of BPM Suite and SOA Suite. SOA Suite is used as the integration tool for integration with all the mentioned ERP systems.
Can this be integrated into other ERP systems besides the ones mentioned? We develop integrations to other ERP systems all the time. Yes, we can build new integrations as needed.
Is this replacing workspace and IPM application? This leverages Oracle WebCenter Capture, Forms Recognition and Imaging.
Do you have the capability of electronic signatures on invoices? Yes.
How do you handle disputes or discrepencies for invoices with exceptions? These are handled as part of the invoice processing workflow.
How does the application "standardize" emailed invoice files for ingestion into capture? WebCenter Capture can monitor email inboxes. It extracts invoices that are attached to these email inboxes. These attachments could come into a variety of different formats eg. PDF, Word, Excel, PNG, JPG etc. Capture converts that into a standard TIFF format.
Would we need to configure our matching rules within the tool? No, we use matching rules that are setup in your ERP system.
The solution does consolidate the number of applications and move the matching upstream, but how will this assist in reducing the 82% exceptions? Are the exceptions just being moved upstreamed? We enrich the data prior to validation and scrub it.
How much does this cost in terms of software license if we want to implement? This is a packaged offering and some customers have unique requirements. SO best if you can reach out to your Oracle sales rep or Inspyrus (
Can you throw some more light on Unified workflow, in other words are we using oracle workflow tool , ability to customize workflow? Workflows are built using Oracle BPM Suite. Plenty of capabilities to customize that.
Does this solution use SOA Suite 12c? Still under certification.
What's involved to get to automated GL coding? 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.
Can you override GL coding on Invoices matched to a PO? Or is this functionality only for non-PO matched invoices? Yes, we can do that.
Can suppliers submit their invoices directly in this case or it provides only status access to their invoices? Yes, suppliers can submit their invoices online.
Is the integration to the ERP systems unidirectional or bidirectional? 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.
There are different formats used by suppliers, how does OCR recognize content of invoices and processs them? WebCenter Forms Recognition is a Pattern-Recognition based OCR engine. It does not rely on the use of templates or anchors or tags as other OCR engines do. It understands and recognizes patterns of information and so has a much higher rate of extraction than other template-based OCR engines.
Is complex approval rules able to be used with this application? Yes, we can handle all kinds of complex approval rules.
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?
Yes, it does.
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)? Absolutely. Then can send EDI invoices to our Cloud.
Will the 3 way match verify the Project number, from the Oracle Projects module? Yes, it can.
Can we self-host? Yes, this can be hosted in your data center.
Is Oracle SOA required for downstream integration to other ERP, including SAP, etc? Oracle SOA comes embedded in this solution. That is the integration framework we use to integrate with all the ERP systems.
Do we have to buy a particular machine for imaging? If you can reach out to your Oracle sales rep or Inspyrus ( - they can provide you details.
Do you have the capability for invoices t obe signed off electronically by an authorized signer? Yes, all approvals are electronic.
Is one of the 24 languages covered by OCR Chinese? Simplified Chinese - yes
Is there a charge for suppliers submitting directly? No additional charge to suppliers for submitting directly.
Does it provide invoice attachments?. Yes, it does.
Who provides the OCR? Supplier? We do the OCR as part of the solution.
Does Inspryus handle non PO invoices that require multiple approvers? Yes.
How is this exception free? There would not be any exceptions when the invoices are pushed to the ERP system.
Do we need to have separate server for attachments? No, the solution comes with a content management system where attachments/images are stored - WebCenter Content.
Do suppliers submit invoices directly to Inspyrus or EBS? They can do that via email or send EDI invoices.
How much does the whole implementation cost? This is a packaged offering and some customers have unique requirements. SO best if you can reach out to your Oracle sales rep or Inspyrus (
Will it integrate with an ancient PO/RO system that is not Oracle? Yes, we have the ability to integrate with 3rd party PO systems.
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. Yes, it is built on Oracle WebCenter. You can reach out to Inspyrus for more information.
After the OCR data extraction, if there are any errors/mistakes, how are they corrected before pushing into the ERP? Inspyrus provides a unified application where these are corrected - as part of the workflow.
You replied that all your approvals are electronic - can they be visible like a digital signature in pdf? We do not touch the pdf - for compliance reasons. The electronic approvals are available as a separate document tied to the invoice record.
What is the cost of the system? This is a packaged offering and some customers have unique requirements. So best if you can reach out to your Oracle sales rep or Inspyrus (
Automatic GL coding. What criteria\invoices should satisfy for Automatic GL coding proper work?

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.

In case you missed the webcast, you can view the on demand version here

Oracle WebCenter Contract Lifecycle Management

Wed, 2014-10-29 07:44
Oracle WebCenter Contract Lifecycle Management

Contracts rule B2B relationships. Whether you’re a growing mid-market company or a large-scale global organization, you need an effective system to manage surges in contract volumes and ensure accuracy in reporting. Contract Lifecycle Management (CLM) is the proactive, methodical management of a contract from initiation through award, compliance and renewal. Implementing CLM can lead to significant improvements in cost savings and efficiency. Also, CLM can help companies minimize liability and increase compliance with legal requirements.


TekStream’s CLM software is built on Oracle’s industry leading document management system, WebCenter Content, and is designed to seamlessly integrate with enterprise applications like JD Edwards, PeopleSoft and Oracle’s Enterprise Business Suite (EBS).  Combining Oracle’s enterprise level applications with TekStream’s deep understanding of managing essential business information, delivers a contract management tool powerful enough to facilitate even the most complex processes. TekStream’s solution tracks and manages all aspects of your contract work streams from creation and approval to completion and expiration. Companies can rely on TekStream’s CLM to ensure compliance and close deals faster.



  • Centralized repository for all in-process and executed contracts. This ensures that users can quickly find documents “in-flight” or review decisions and details about contracts previously executed.
  • Increase efficiency through better control of the contract process.  By utilizing dynamic workflows based on the actual text of the contracts (and supporting documents), the review process of in-flight contracts becomes more streamlined and targeted. Workflows allow you to review terms and clauses before they become a costly oversight. For example, targeted workflows ensuring that the right people are reviewing the right information at the right time.
  • Support for “Evergreen” contracts help to improve contract renewal rates.  TekStream’s CLM notifies the correct parties when contracts are due for renewal/review and initiates the appropriate workflow streams.  Too many times, organizations fail to capitalize on opportunities to renew or improve existing contracts by missing key negotiation or renewal dates.
  • Improve compliance to regulations and standards by providing clear and concise reporting of procedures and controls. TekStream’s CLM also provides robust Records Management features including document controls for holds and freezes during litigation along with audit details of when documents are reviewed, archived, and destroyed.  The ability to accurately retrieve and report financial data like contracts, greatly reduces time, effort and cost during quarterly and annual audits.
  • Existing Process
    • 5 people x 4 hrs/contract x 2 contracts/day x $250/hour = $10,000/day
  • TekStream CLM
    • 5 people x 2 hrs/contract x 2 contracts/day x $250/hour = $5,000/day
Learn more about TekStream's Oracle WebCenter Contract Lifecycle Management and join us for a webcast on Thursday, October 30 at 10:00am PT!

Webinar: TekStream Offers Breakthrough in Contract Lifecycle Management for Oracle WebCenter

Mon, 2014-10-27 08:23

Contracts rule B2B relationships. Whether you’re a growing mid-market company or a large-scale global organization, you need an effective system to manage surges in contract volumes and ensure accuracy in reporting.

TekStream and Oracle would like to invite you to an introduction webinar on a exciting new engineered solution we are offering around Contract Lifecycle Management for Oracle WebCenter. This technology provides organizations with a consolidated and secure platform to logically ingest, and organize contracts and supporting documents with intuitive workflow processing for the total contract lifecycle. The Webinar is schedule for Thursday, October 30th at 2PM EST.
Solution Summary
TekStream’s Contract Lifecycle Management (CLM) software is built on Oracle’s industry leading document management system, WebCenter Content, and is designed to seamlessly integrate with enterprise applications like JD Edwards, PeopleSoft and Oracle’s Enterprise Business Suite (EBS). Combining Oracle’s enterprise level applications with TekStream’s deep understanding of managing essential business information, delivers a contract management tool powerful enough to facilitate even the most complex processes. TekStream’s solution tracks and manages all aspects of your contract work streams from creation and approval to completion and expiration. Companies can rely on TekStream’s CLM to ensure compliance and close deals faster.
Join us to learn more about how our innovative new solution can address the cost and complexity of Contract Lifecycle Management and provide the following benefits:
Solution Benefits
  • Centralized repository for all in-process and executed contracts.
  • Increase efficiency through better control of the contract process.
  • Support for “Evergreen” contracts help to improve contract renewal rates.
  • Improve compliance to regulations and standards by providing clear and concise reporting of procedures and controls.
30 button 2

Planning the Perfect Oracle WebCenter Sites 11g Upgrade

Wed, 2014-10-22 07:38
By Curtis Fox, CTO at Manifesto Digital

Originally released in 2011, Oracle WebCenter Sites 11g has subsequently had a couple of additional releases which have added lots of new functionality and addressed issues. The latest is (or 11.8 for brevity's sake), and was released in late 2013.

Fatwire 7.6 (the previous version of the product) will be out of Premier Support in early 2016, which means no more Patches, Updates, Fixes, Certification or Tools and no access to other Oracle services for that version of the software.

If you’re using an older 7.x version of the product, and you haven’t already started planning an upgrade to Oracle WebCenter Sites 11g, now’s probably the time to do so.

New Features in Oracle WebCenter Sites 11g
The most recent version provides a raft of new and improved features over the older Fatwire releases. There is new functionality from both business user and developer standpoints. Here’s a high level summary of what you will find:

User interface
The user interface has undergone a total redesign. There are now two distinct interfaces, Contributor and Administrator. Contributor is where editorial folk will do their work. It now has a visual editing capability, including the ability to drag and drop content directly into the page and edit in situ. The interface is now tabbed, allowing for multiple pages to be opened at the same time. It also includes improved search features. Administrator is where your power users and technical folk can work with site design and configuration, publishing, user management, mobile device setup and integrations. 

Mobile Website Support

There are new tools for the development, preview and delivery of mobile websites. For editorial users mobile website support provides a series of device specific previews.This gives users an indication of what the site will look like rendered in a range of devices. There’s also product support for providing device specific templates and Site Plans to allow editorial users to create device specific versions of a site. From an Administrative point of view, you can add new devices and device groups, each with their own user agent and screen sizes to allow users to preview for new device types as they’re released.

Vanity URL Support
There is now out of the box support for producing custom URLs, which used to be a custom development task most implementations needed to undertake. The ability to automatically generate friendly and stable URLs provides editorial users with much greater control over the URLs for assets, which is useful for SEO. It also provides stable URLs for things like downloadable documents - meaning the URL to your annual report won’t change every time you publish it.

3rd Party Integration Framework
The proxy asset framework, new in Oracle WebCenter Sites 11.8, provides an out of the box way to integrate with external content sources, such as YouTube or other video sources, essentially allowing editorial users to drag and drop these videos into pages as they create them.

Engage Interface
The personalisation part of Oracle WebCenter Sites has also undergone an interface redesign, making it easier for editorial staff to create and recommend segmented content to users. With past versions editorial users sometimes found the creation and management process challenging - this update addresses those issues.

Sites Integrations Oracle WebCenter Sites 11.8 provides a number of new integrations with other parts of the Oracle product set. Real-Time Decisions can now be used to return a list of recommendations for a visitor based on their profile and WebCenter Content Connector allows for scheduled syncing of content.

Contributor Framework
Modifications to the core product have historically been problematic, particularly during the upgrade process. This new framework provides a means for developers to customise the product in a supportable, easily upgradable way. Given all the new features it’s definitely worth knowing about and even trialling the new version of the software to see what new functionality is available in Oracle WebCenter Sites 11g. It’ll be useful to see how those features align with both your users’ expectations and your digital and technical strategies.

Managing the Upgrade Process

To ensure that any upgrade is a success, from both business and technical perspectives, a number of essential steps and processes should be considered. 

1. Plan
A good upgrade plan should identify the following phases:

  • What benefits will the upgrade bring?
  • Which problems does the upgrade solve?
  • Will the upgrade cause any new problems?
  • What work needs to be done to implement new features?
  • What work needs to be done to preserve current features?
  • What sort of test coverage do we need?
  • What has changed in the product from an end users perspective?
  • How will these changes affect how they perform their day to day work?
  • When is the best time to perform the upgrade?
  • Will you need an outage and if so for how long?
  • What happens if something goes wrong? What’s your rollback plan?
Post upgrade support
  • Who does a user talk to if there’s something they can’t work out how to do?

2. Familiarise Yourself with the New Features
How many times have you discovered that the new functionality an upgrade promises isn’t quite what it seems or that you can’t use it immediately because of the way your current system is designed or implemented? Make sure you do your homework and understand at the technical level what the impact of new changes in the product will have on your system.

3. Understand your Key Business User Functionality
Make sure you know which functions of your system are used most by your users and which are fundamental to the ongoing functioning of the business.
If you don’t already have it, think about performing an audit of the functionality the system provides. This information can provide the basis of a contract between the business and the developers performing the upgrade.

4. Provide a Safety Net
Once you’ve got a handle on your current functionality and the impact of the new product upgrade it’s time to get your developers some protection. Whether it’s manual or automated you should make sure you have some test coverage of your key business user functionality.

5. Customisations

One of the big barriers to upgrading earlier versions of the Fatwire product was how customisations to the product itself behaved. Each change made to the product needed to be assessed against the upgraded version and a choice made about how to fold it back in to the upgraded product. Oracle WebCenter Sites 11g has much better support for customisations that survive upgrades – but if you’re coming from an earlier version of the product you should make sure that all the changes that have been made to the core application are documented and assessed. This is also an area in which having some test coverage is a boon.

6. Make End User Training a Core Part of the Program
Particularly if the changes an upgrade brings are large – and the leap from the old Fatwire product to WebCenter Sites 11g certainly is – you should make end user training a core part of your programme. It’s easy to forget how disruptive large changes to a piece of software can be. If there’s a new way of doing something within the product or you’re asking users to change how they think about how their content is structured or produced, then you should take steps to help soften that blow.

7. Practice Makes Perfect
Practice running the upgrade against a ‘real’ environment – the closer you can get your test upgrade environment to the real thing, the more issues you’ll catch early in the process. Make sure the upgrade process is described in step by step detail – each time you practice the upgrade make sure that you follow your own instructions. The first few times you’ll find small errors or additions that need to be documented. For the real upgrade you want to make the process as easy to follow as possible.

About the Author
Curtis Fox is the CTO at Manifesto Digital. He's a solution architect with a wealth of experience who's created publishing solutions for organizations across the globe. His recent projects include launching the National Trust’s website on a new platform and working with Avios on product upgrades. Before helping to found Manifesto Curtis was a Senior Principal Consultant at Oracle for Web Experience Management.

Evolution of WCM – Reduce IT Burden with WCM Workflows

Mon, 2014-10-20 13:01

By Mitchell Palski, Oracle WebCenter Sales Consultant

Identifying the Problem
Public Sector organizations often times face painful challenges managing their enterprise content. Too many organizations leverage multiple disparate content management systems that present difficulties in standardizing where and how content is processed and stored. The results are manual business processes that are not only tedious and inefficient, but also lack the functionality to provide adequate content quality-assurance, approval automation, and process traceability. To compound upon those issues, these processes also frequently depend on the involvement of development staff to drive and manage their completion. Content management tasks that are business-driven rely on IT resources, limiting the productivity of the organization to deliver new innovative IT services.

Oracle WebCenter - Complete Enterprise Content Management
Oracle WebCenter is the center of engagement for business. It helps people work together more efficiently through contextual collaboration tools that optimize connections between people, information, and applications and ensures users have access to the right information in the context of the business process in which they are engaged. One of the Oracle WebCenter products is Oracle WebCenter Content – an enterprise-class content management solution that empowers employees and content-enables business processes throughout your organization. Oracle WebCenter Content helps organizations lower costs and reduce risks while improving productivity and agility.

Oracle WebCenter includes best of breed web content management (WCM) capabilities that segregates its user interface into distinct roles that provides a productive and focused user experience. These WCM capabilities provide revolutionary web content management tools that allow business users to access and update web content from their browsers, their desktops, and their business applications. Some of Oracle WebCenter’s content management features include:

  • User-focused, specialized interfaces
  • Desktop integration with Microsoft Office products and Windows Explorer
  • Mobile apps for smart phones and tablets
  • Embedded BPM Suite provides one platform for workflows and approvals 

 Some of Oracle WebCenter’s WCM-specific features include:

  • Services-based architecture enables web content management services to be consumed in web, portal and development environments 
  • Automatic conversion of +500 document and image formats 
  • Integrated with digital asset management capabilities 
  • In-context updates of content 
  • Support for multi-lingual sites

 As an integrated component of your enterprise solution, Oracle WebCenter Content: 

  •  Easily deploys and integrates for an immediate ROI
  • Ensures that content meets organizational compliance standards
  • Drives increased productivity through business user engagement

Workflow and Oracle WebCenter Content
Before designing a workflow, organizations must evaluate how their current processes operate. Process flow diagrams are a great way to create visual representations of your existing processes. It’s important to review, analyze, and improve your existing process models before implementing them. Oracle WebCenter has tight out-of-the-box integration with Oracle Business Process Management (BPM) Suite which includes Oracle Process Composer – a web-based tool that enables business users to design and test business processes in a visual representation. 

Oracle BPM is the enterprise class process management tool of choice when delivering complex service-based workflows to your organization. No matter which tool(s) your organization uses, it is always important to:

  1. Understand your process flow
  2. Verify the metadata needed to complete the workflow
  3. Understand what users and/or roles will be responsible for each step

If your workflows are relatively simple, your business analysts can model them using tools like Microsoft Visio. Your organization can then leverage the native workflow engine within Oracle WebCenter Content to deliver those content-based workflows.

The Oracle WebCenter Content native workflow engine provides three types of workflows:

  • A basic workflow defines the review process for specific content items, and must be initiated manually
  • A criteria workflow is used for content that enters a workflow automatically based on metadata that matches predefined criteria
  • A sub-workflow is initiated from a step in another workflow and is created in the same manner as criteria workflows. Sub-workflows are useful for splitting large, complex workflows into manageable pieces

Email is sent to the participating contributors and reviewers involved in workflow steps. Reviewers can review content, reject or approve content, and view information about the content and the workflow. If the content is rejected, reviewer can enter a message to explain the reason for rejection. The message is sent to the reviewers assigned to the last step allowing a contribution. Those reviewers can then check out the content, edit it and check the content back in.

Benefits of Workflow to WCM
Designing a workflow requires you to examine and understand your business processes, helping you find areas for improvement. Setting up workflows for a business process can provide several advantages:

  • Workflows provide good reporting metrics. They can produce an audit trail of who signed off on content at various points of the life cycle of the content
  • Workflows help get the right information to the right person at the right times

 Automated workflows remove human dependencies and reduce risk for your organization.

If your current processes rely heavily on manual human intervention, here are some of the long term and short term risks that your organization faces:

Short Term  Long Term  “Fat fingering” errors  Lack of institutional knowledge for workflows  Inconsistent publishing and branding  Decreased IT productivity  Lost or forgotten content updates  Inability to analyze and enhance existing processes  Frustrated employees and end users  Loss of user-loyalty due to outdated web content

Implementing workflows to manage the web content of your enterprise is a safe, low-risk investment with a tremendous upside. Aside from the ROI your organization will realize from content-publishing efficiencies, workflow-enabled web content also relieves the burden of making administrative updates from your IT staff. The result of a workflow-driven web content management system is an improved web experience for end users and a more productive, happier workplace for your employees. Consider implementing Oracle WebCenter Content and it’s WCM capabilities to empower your business users and deliver a sustainable solution for your enterprise.

The Next-Generation of Accounts Payable Processing is Here

Wed, 2014-10-15 09:25

Automate 80% of invoice processing, eliminating paper, manual data entry and associated errors - while optimizing cash management, accruals and financial statement accuracy.

Learn more about Accounts Payable Processing and AP Process Automation!

Webcast: The Next-Generation of Accounts Payable Processing is Here

Learn how A/P Process Automation can deliver significant results in terms of cost savings, processing time and resource efficiency to your existing Oracle and non-Oracle ERP applications.

Next-Generation Accounts Payable Process Automation

Wed, 2014-10-08 08:47
Oracle Corporation Next-Generation Accounts Payable Process Automation The Next Generation of Accounts Payable Invoice Processing Is Here

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

Change the game with the Next-Generation of A/P Process Automation
  • Automate up to 80% of invoice processing, eliminating paper, manual data entry and associated errors
  • Streamline operations with automated invoice creation, 2/3-way matching and by easily connecting to a variety of leading ERP business applications
  • Realize benefits faster, by leveraging new Cloud and on-premise deployment options & capabilities
Join this webcast to learn how Next-Gen A/P Process Automation can deliver significant results in terms of cost savings, processing time and resource efficiency to your existing Oracle and non-Oracle ERP applications.

Register now.
Red Button Top Register Now Red Button Bottom Live Webcast Calendar October 16, 2014
10 a.m. PT / 1 p.m. ET SPEAKERS Chris Preston Chris Preston
Sr. Director
Customer Strategies
Oracle Nilay Banker Nilay Banker
Founder & CEO
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Oracle OpenWorld 2014 Highlights

Tue, 2014-10-07 06:28

As Oracle OpenWorld 2014 comes to a close, we wanted to reflect on the week and provide some highlights for you all!

We say this every year, but this year's event was one of the best ones yet. We had more than 35 scheduled sessions, plus user group sessions, 10 live product demos, and 7 hands-on labs devoted to Oracle WebCenter and Oracle Business Process Management (Oracle BPM) solutions. This year's Oracle OpenWorld provided broad and deep insight into next-generation solutions that increase business agility, improve performance, and drive personal, contextual, and multichannel interactions. 

Oracle WebCenter & BPM Customer Appreciation Reception

Our 8th annual Oracle WebCenter & BPM Customer Appreciation Reception was held for the second year at San Francisco’s Old Mint, a National Historic Landmark. This was a great evening of networking and relationship building, where the Oracle WebCenter & BPM community had the chance to mingle and make new connections. Many thanks to our partners Aurionpro, AVIO Consulting, Bezzotech, Fishbowl Solutions, Keste, Redstone Content Solutions, TekStream & VASSIT for sponsoring!

Oracle Fusion Middleware Innovation Awards 

Oracle Fusion Middleware Innovation honors Oracle customers for their cutting-edge solutions using Oracle Fusion Middleware. Winners were selected based on the uniqueness of their business case, business benefits, level of impact relative to the size of the organization, complexity and magnitude of implementation, and the originality of architecture. This year’s winners for WebCenter were Bank of Lebanon and McAfee.

This year’s winners for the BPM category were State Revenue Office, Victoria and Vertafore.

Congratulations winners! 

Oracle Appreciation Event at Treasure Island

We stayed up past our bedtimes rocking to Aerosmith and hip-hopping to Macklemore & Ryan Lewis and Spacehog at the Oracle Appreciation Event. These award-winners—plus free-flowing networking, food, and drink—made Wednesday evening magical at Treasure Island. Once we arrived on Treasure Island, we saw that it had been transformed and we were wowed by the 360-degree views of Bay Area skylines (with an even better view from the top of the Ferris wheel). We tested our skills playing arcade games between acts, and relaxed and enjoyed ourselves after a busy couple of days.


Cloud was one of the OOW shining spotlights this year. For WebCenter and BPM, we had dedicated hands-on labs for Documents Cloud Service and Process Cloud Service @ the Intercontinental. In addition, we had live demos including Documents Cloud Service, Process Cloud Services and Oracle Social Network (OSN) throughout the week. Documents Cloud Service and OSN were featured prominently in the Thomas Kurian OOW Keynote (from the 46 minute mark) and the FMW General Session (from the 40 minute mark). 

The Oracle WebCenter & BPM Community

Oracle OpenWorld is unmatched in providing you with opportunities to interact and engage with other WebCenter & BPM customers and experts from among our partner and employee communities. It was great to see everyone, make new connections and reconnect with old friends. We look forward to seeing you all again next year!