AIM for the Cloud. Product Strategy & Roadmap BlueCielo Meridian Customer Day June 26, 2014 Gilze Rijen The Netherlands
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1 AIM for the Cloud Product Strategy & Roadmap 2014 BlueCielo Meridian Customer Day June 26, 2014 Gilze Rijen The Netherlands Marius Neuhauser, Global Pre-Sales Manager BlueCielo ECM Solutions - June 30,
2 Agenda 1 Product Vision 2 Product Strategy 3 Product Roadmap Mobile solution for Operations & Maintenance 5 Cloud solution for Engineering Collaboration 6 AIM for the Cloud BlueCielo ECM Solutions - June 30,
3 Agenda 1 Product Vision 2 Product Strategy 3 Product Roadmap Mobile solution for Operations & Maintenance 5 Cloud solution for Engineering Collaboration 6 AIM for the Cloud BlueCielo ECM Solutions - June 30,
4 Engineering Data Management for Owner/Operators BlueCielo ECM Solutions - June 30,
5 Product Vision Highly configurable solution (no platform, not scriptable) Web based, HTML5, JavaScript, multi-browser, zero install Service Oriented Architecture for integration Support major RDBMS MS SQL Server / Oracle Scalable (storage and performance), designed for high load Multi-device capabilities, i.e. mobile such as ios and Android Support for/integrations with 3 rd party repositories (e.g. ERP, EAMS, ECM) On-premises and hosted in the Cloud Also available as Apps for SharePoint 2013 and Windows 8 (tablet) BlueCielo ECM Solutions
6 Full Meridian solution in the Cloud Master Data Work In Progress Data Exchange BlueCielo Meridian Enterprise Server Leverage Business Applications Configurable & Adaptive Data Exchange, Rendition, Harvesting Authentication & Authorization BlueCielo ECM Solutions - March 11,
7 Agenda 1 Product Vision 2 Product Strategy 3 Product Roadmap Mobile solution for Operations & Maintenance 5 Cloud solution for Engineering Collaboration 6 AIM for the Cloud BlueCielo ECM Solutions - June 30,
8 Agenda 1 Product Vision 2 Product Strategy 3 Product Roadmap Mobile solution for Operations & Maintenance 5 Cloud solution for Engineering Collaboration 6 AIM for the Cloud BlueCielo ECM Solutions - June 30,
9 Product Roadmap 2014 (RTM) 1Q Q Q Q 2014 Jun 2014 January April June December Explorer 2013 Publisher 2013 Project Portal for SharePoint Meridian 2014 Explorer 2014 Publisher 2014 Meridian 2014 SP1 Explorer 2014 SP1 Publisher 2014 SP1 April Kronodoc 2012 SP3 August Kronodoc 2014 December Kronodoc 2014 SP1 BlueCielo ECM Solutions
10 BC Meridian Product Suite 2014 Master Data Work In Progress Data Exchange BC [M] Read Only Stand alone Or Integrated Master Management System BC [M] Classic Support for Maturity levels Asset Management Module Advanced Project Workflow FDA BC [M] Project Portal for MS SharePoint Hosted and following App model of SharePoint BlueCielo ECM Solutions - March 11,
![levels Asset Management Module Advanced Project Workflow FDA BC [M] Project Portal for MS](/docs-images/42/15846966/images/page_10.jpg "SharePoint Hosted and following App model of SharePoint BlueCielo ECM Solutions - March 11,")
11 BC Meridian Product Suite 2014 Master Data Work In Progress Data Exchange BC [M] Read Only Stand alone Or Integrated Master Management System BC [M] Classic Support for Maturity levels Asset Management Module Advanced Project Workflow FDA BC [M] Project Portal for MS SharePoint Hosted and following App model of SharePoint BlueCielo ECM Solutions - March 11,
![levels Asset Management Module Advanced Project Workflow FDA BC [M] Project Portal for MS](/docs-images/42/15846966/images/page_11.jpg "SharePoint Hosted and following App model of SharePoint BlueCielo ECM Solutions - March 11,")
12 BlueCielo Meridian What s New since 2012? BlueCielo ECM Solutions - June 30,
13 Flexible navigation views Documents can appear on every level in navigation view Ideal of Plant breakdown structures Can be used instead of Explorer view with scopes BlueCielo ECM Solutions - March 11,
14 Notification Improvements Disabled per workflow transition Disabled per document type More flexible notification content Auto subscription for reminders BlueCielo ECM Solutions - March 11,
15 BC Meridian What else is New? Enhanced Webclient CAD integration Ribbons Hypertrieve 5 BlueCielo ECM Solutions - June 30,
16 BlueCielo Meridian 2014 Joint Meridian, Explorer, Publisher RTM planned end of June Expected availability for partners and customers in July Main Meridian enhancements: Support AutoCAD family 2015 & Inventor 2015 HyperTrieve 5 (general availability) Integrated setup of Meridian, Publisher, Explorer Integrate Meridian and Explorer audit trail Integrate Meridian and Explorer notifications WebAccess improvements AutoVue Desktop Deployment as replacement for AutoVue Desktop Version Citrix related usability enhancements BlueCielo ECM Solutions - June 30,
17 BC Meridian Product Suite 2014 Master Data Work In Progress Data Exchange BC [M] Read Only Stand alone Or Integrated Master Management System BC [M] Classic Support for Maturity levels Asset Management Module Advanced Project Workflow FDA BC [M] Project Portal for MS SharePoint Hosted and following App model of SharePoint BlueCielo ECM Solutions - March 11,
![levels Asset Management Module Advanced Project Workflow FDA BC [M] Project Portal for MS](/docs-images/42/15846966/images/page_17.jpg "SharePoint Hosted and following App model of SharePoint BlueCielo ECM Solutions - March 11,")
18 Explorer Client BlueCielo ECM Solutions - June 30,
19 BC Explorer Client BlueCielo ECM Solutions - June 30,
20 Navigation View BlueCielo ECM Solutions - June 30,
21 Property Based Navigation BlueCielo ECM Solutions - June 30,
22 BC Meridian Explorer 2014 BlueCielo ECM Solutions - June 30,
23 Agenda 1 Product Vision 2 Product Strategy 3 Product Roadmap Mobile solution for Operations & Maintenance 5 Cloud solution for Engineering Collaboration 6 AIM for the Cloud BlueCielo ECM Solutions - June 30,
24 BlueCielo Meridian Explorer for ipad BlueCielo ECM Solutions - June 30,
25 Agenda 1 Product Vision 2 Product Strategy 3 Product Roadmap Mobile solution for Operations & Maintenance 5 Cloud solution for Engineering Collaboration 6 AIM for the Cloud BlueCielo ECM Solutions - June 30,
26 BC Meridian Product Suite 2014 Master Data Work In Progress Data Exchange BC [M] Read Only Stand alone Or Integrated Master Management System BC [M] Classic Support for Maturity levels Asset Management Module Advanced Project Workflow FDA BC [M] Project Portal for MS SharePoint Hosted and following App model of SharePoint BlueCielo ECM Solutions - March 11,
27 Plant modification projects BlueCielo ECM Solutions - June 30,
28 Collaboration with Supplier Network Approver Engineer Asset Owner CAD Engineer Integrated Contractor BlueCielo ECM Solutions - June 30,
29 Business Issues Companies want to have full control over: What is provided to who, when and how What is received from who, when and how Including logging discussions threads and reasons for changes Contractors or suppliers may have different levels of access to the project documentation, based on their contract Controlling the exchange process helps to achieve: Improved project progress Contractual compliance leading to aduquate invoicing Create ensurance for possible future prosecutions BlueCielo ECM Solutions - June 30,
30 BlueCielo Meridian Project Portal for For any Owner/Operator with engineering-intensive capital assets and a need to manage many modification projects, the BlueCielo Meridian Project Portal is the only Microsoft SharePoint based portal that offers full collaboration with the entire supplier network without giving direct access to the internal master data and workflows. This means that data consistency and compliance can be guaranteed and costs related to hand-over of critical engineering content are minimized. BlueCielo ECM Solutions - June 30,
31 Key Capabilities 1. Engineering collaboration Notifications Viewing & Redline Audit trail Mass Upload with XLS 2. Change projects using Work Packages Handling recipient lists and due dates Review and comments Submittals Reporting & Dashboards 3. Full Document Control environment Transmittal Management Distribution Matrices Work with Master Document lists Close and Archive projects BlueCielo ECM Solutions - June 30,
32 Scenario 1: Engineering Collaboration Use Cases: Customers with tightly integrated Engineering Contractors Customers who want to provide documents to different locations Customers with just little data exchange needs BlueCielo ECM Solutions - June 30,
![Scenario 1: Engineering Collaboration Projects [M] Contractor [M]-PP Start Create Project Create Project copy Assign documents to Contractor Create](/docs-images/33/15846966/images/33-0.png "document copy Make modifications Verify returned documents Submit to Meridian Upload new version Documents approved BlueCielo ECM Solutions - 2013")
33 Scenario 1: Engineering Collaboration Projects [M] Contractor [M]-PP Start Create Project Create Project copy Assign documents to Contractor Create document copy Make modifications Verify returned documents Submit to Meridian Upload new version Documents approved BlueCielo ECM Solutions
34 Scenario 2: Change Projects Using Work Packages Use cases: Customers executing plant modification projects with contractors and suppliers Customers using working procedures and structures (like Work Breakdown Structures) for executing projects BlueCielo ECM Solutions - June 30,
35 Scenario 2: Change Projects Using Work Packages Projects [M] Contractor [M]-PP Start Create Project Create Project copy Acknowledge work package Create Work Package Create Work Package copy Make modifications Verify returned documents Submit to Meridian Upload new version Documents approved BlueCielo ECM Solutions
36 Scenario 3: Full Document Control Environment Use cases: Customers outsourcing work for many medium and large modification projects Collaboration with different external partners and authorities Customers using Master Document Register (MDR) or List (MDL) Customers with large, complex capital (greenfield) projects BlueCielo ECM Solutions - June 30,
![Scenario 3: Full Document Control Environment Projects [M] Start Document Controller [M]-PP Notification Contractor or Supplier [M]-PP Create Project Create Project copy Transmittal Sheet Transmittal](/docs-images/33/15846966/images/37-0.png "Sheet Acknowledge work package Create work package Create work package copy Create Distribution Package Create Distribution Package copy Make modifications Verify returned documents Submit to")
37 Scenario 3: Full Document Control Environment Projects [M] Start Document Controller [M]-PP Notification Contractor or Supplier [M]-PP Create Project Create Project copy Transmittal Sheet Transmittal Sheet Acknowledge work package Create work package Create work package copy Create Distribution Package Create Distribution Package copy Make modifications Verify returned documents Submit to Meridian Inspect Submittal Create Submittal Documents approved Create Submittal Copy Submittal to Document Controller BlueCielo ECM Solutions
38 Demo Outline by Coen Vromans How to create a Work Package Create new Work Package in Meridian Sync to [M]-PP Show status change in Meridian Workflow on Work Package How to control document flow in [M]-PP Explanation of GUI in [M]-PP Monitor progress with Dashboard Pick up new Work Package Use Distribution Matrix to create Distribution Package Send out Distribution Package to contractor How to work as a contractor Check for new Transmittals Acknowledge Distribution Package Download/Upload documents with XRefs Comment document Create Submittal How to review incoming documents View documents Check for comments Approve/Reject BlueCielo ECM Solutions - June 30,
39 BlueCielo Meridian Project Portal Benefits Improved Efficiency Online document availability Accurate project delivery overview Document history trace log Reduced time to retrieve, find and view documents Optimized Quality Single source for operators and engineering contractors Controlled and transparent review and approval process Improved data consistency Reduced Cost Fully SharePoint based Reduced paper work Less printing cost Less distribution cost Accurate information Keep licensee to operate Proven track record Regulatory Compliance Track record for packages and documents Electronic signatures and watermarking Compliant with industry standards BlueCielo ECM Solutions - June 30,
40 Agenda 1 Product Vision 2 Product Strategy 3 Product Roadmap Mobile solution for Operations & Maintenance 5 Cloud solution for Engineering Collaboration 6 AIM for the Cloud BlueCielo ECM Solutions - June 30,
41 AIM for the Cloud Step 1 Hosted in Azure Master Data Outsourced modification projects BlueCielo Meridian Enterprise Server Leverage Business Applications Configurable & Adaptive Data Exchange, Rendition, Harvesting Authentication & Authorization BlueCielo ECM Solutions - March 11,
42 AIM for the Cloud Step 2 Hosted or On-Premises Master Data Work In Progress Data Exchange BlueCielo Meridian Enterprise Server Leverage Business Applications Configurable & Adaptive Data Exchange, Rendition, Harvesting Authentication & Authorization BlueCielo ECM Solutions - March 11,
43 AIM for the Cloud Product Strategy & Roadmap 2014? Marius Neuhauser, Global Pre-Sales Manager BlueCielo ECM Solutions - June 30,
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