Link Documents in Web Browsers with Yoga Link Chrome Extension

Yoga Link is a new web browser extension for Chrome that allows you to link keywords from applications like Lawson, PeopleSoft, and Dynamics to open documents in Yoga or OnBase’s web client. With Yoga Link, you can now successfully link documents without being required to have the full Perceptive Content or OnBase Unity client running.

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Transcript

John Marney:
Hello, and welcome to another RPI Webinar Wednesday. Today, we’re talking about our proprietary Yoga Link browser extension. Yoga Link gives the ability to quickly search and index documents inside of your ECM. A few things real quick before we get started, of course, this webinar will be recorded and shared on our blog and on our YouTube channel very shortly. For everyone dialing in, the slide deck, of course, will be emailed out to everybody. We also have someone standing by to take questions, so feel free to type those up in the GoToWebinar questions pane and submit those.

Of course, if you have any ideas for additional webinar topics we are happy to entertain them. We’ll put together content on anything you would like to know about, whether it is ECM related, ERP related, business process automation, robotic process automation, anything that is even potentially related to what we do.

Next month in our webinar series, we are going to be discussing Kofax TotalAgility in the morning. Then, we’ll have a webinar on frequently requested frame ware enhancements, things that we are often approached to implement, at one in the afternoon.

Most of you probably know me, but my name is John Marney. I’m the manager of Solution Delivery here on the imaging team at RPI. Many years of experience inside of ECM and OCR products, designing and implementing. Majority of my experience has been in the back office space, largely with healthcare companies, and I do hold some OnBase and Kofax certifications.

Alex Lindsey:
My name is Alex Lindsey. I’m a senior solution architect with RPI Consultants. I’ve been working in the ECM and automation space for over six years now, love it quite a bit. Like to automate things and integrate with all kinds of ERPs. Also, a whiskey aficionado.

Little bit on our agenda today, we’re going to talk a little bit about ourselves, again, we’re going to go into an overview of what Yoga Link is and how it might be able to help you, talk about some use cases and examples, and we also have a demonstration video for you to basically see what it would look like if you were integrating with your web-based ERP. We’ll also go over just some tech specs and roadmap for some future enhancements for that. Then, we’ll just open up for Q&A after that.

A little bit about ourselves, we are RPI consultants. We have over 80 full-time consultants, project managers and technical resources and experts and SMEs, if you will. We have offices located in Baltimore, here in Kansas City, as well as down south in Tampa Bay. We run the gamut of services and work with a number of different software products and ERPs and for the Perceptive, which we have a lot of experience with, OnBase, especially Kofax and Brainware as well.

John Marney:
All right. Let’s jump in. What is Yoga Link? Yoga Link allows you to speedily configure web-based document indexing and document retrieval. Quick overview, it allows you to quickly integrate your web-based ERP with a web-based ECM client. For example, PeopleSoft is a web-based ERP that could be integrated with Perceptive Experience, your web-based ECM. Another example is, and this is what you’ll see in our demonstration video later, Lawson 10, web-based ERP, with Yoga Docs, our web-based ECM client. It’s very easy to install and maintain. It is a browser extension. It’s very end user friendly.

Some of the features, so there’s two primary features. Number one, the ability to scrape values from your ERP and assign them to index keys or keywords in your ECM client. The second major piece of functionality is the ability to retrieve documents or look them up and view them, based on the available ERP keywords and values. Typically, this means this is a very quick process, less than or as much as one second to process any action. Even better, there’s no custom coding or custom development required to make this happen. It can all be done within the browser itself.

Alex Lindsey:
Talking a little bit about compatibility. Essentially, there are a few requirements, and we’ll get into other requirements as well. If you have an HTML-based, web-based ERP like Lawson, PeopleSoft, JD Edwards, that’s kind of where the ERPs are moving towards to have a more HTML-based platform for their end users, to access their information. It’s easier. It’s more robust. It allows you to scale a little bit better. If you have one of those, then you’re eligible.

Same thing, if you have an ECM solution in place or an indexing solution in place that uses HTML web-based client, so that could be Yoga Docs, which we’ll talk about a little bit later, Perceptive Experience, OnBase web client, KTA, Box, essentially any workflow platform or ECM document storage that allows you to access documents through an HTML browser will allow you to do that.

It also works with shifting values and values inside of a span. A span basically means like an HTML element, like a text box or something like that. Good example of that is, let’s say, you have a screen pulled up and Lawson in on the back end or JD Edwards on the back end of that element on that site. It says Acme Corp and then the address. Essentially allows you to find that specific value that you need to find, because sometimes those can shift depending on where it is. Did you have anything else to add on that?

John Marney:
Yeah. Just to clarify from the other direction, this is not compatible with a thick client ERP, such as Dynamics 2012, which we still see quite a bit of, or SAP, which uses a thick client. So how does it work?

Alex Lindsey:
Essentially, how it works, is you take your information from your ERP over here, and you put it in your ECM over here. Just grab it and put it somewhere else. That’s the gist of it.

John Marney:
Thank you, Patrick Star for helping us with that one.

So a few benefits. This does not require a full or thick software client. It can’t work with them anyway, but it’s actually definitely a benefit. Most of our clients are wanting to move to web-based clients and web-based systems, and one of the few things holding them back are current indexing solutions that require that thick client, and that’s because web clients support faster indexing and retrieval performance. It also means you don’t have to deploy that thick client out to a bunch of machines.

It doesn’t require custom scripts, like I mentioned. Most frequently, we see custom scripting required for things like that vendor name field like we mentioned. This is able to fetch that without any need for that. It’s very keyboard/user experience friendly, so as you’ll see in the demonstration video, actions can be triggered via simple keyboard shortcuts. And, of course, it is ECM and ERP agnostic with the limitations that we have already discussed.

So what are a few use cases? What isn’t a use case might be a better question.

Alex Lindsey:
That’s actually the better question is what can’t you use it for? So if you are an ECM client with a web-based ERP that has an indexing solution, or maybe you deployed solutions in the past, and we’ve seen this a lot of times, or maybe you’ve used it a lot, maybe you didn’t, or you ran into issues potentially during an implementation where the scripting sometimes works, sometimes doesn’t type of thing. That’s a good use case for you to deploy this with a web-based ECM. You could use Yoga Docs, for instance, to deploy, or re-deploy a solution, or to play a new solution to a new department.

Again, it runs the gamut basically anywhere within your enterprise. You’ve got your Back Office, your HR, your Higher Ed, your medical records, your insurance applications, anything like that. If you’re capturing documents into your ECM, and you want to pull information off of your ERP, web-based ERP, this is a great way to do it.

John Marney:
Absolutely. Okay, we’re gonna jump into a demonstration. This video’s maybe not even five minutes. When we come back from that, we’ll discuss the roadmap and a few text backs.

Speaker 3:
Hello, and welcome to the demonstration for RPI’s Yoga Link. Yoga Link is a browser extension meant to integrate web-based ERPs with web-based ECM clients. Yoga Link has two major pieces of functionality. Number one is to scrape information from your ERP and apply that information to document index information in your ECM client. Number two is to scrape information from your ERP and perform a lookup into your ECM client to find and retrieve documents.

First, I’m going to demonstrate these two pieces of functionality, then I’m goin