Product Preview: Yoga Flexible Software 2021 & Beyond

Yoga Flexible Software by RPI Consultants helps fill the gaps between your everyday business requirements and your enterprise solutions that don’t quite meet them. We know these gaps well because we see them all the time.

From robust digital content capture to simple and light-weight document viewing, easy to design and deploy forms to custom alerts and notifications, and dynamic API data interfaces to unified reporting and analytics, Yoga exists to reduce complexity and cumbersome custom development between systems.

As our partners’ software evolves to close some of the gaps and even create some new ones, Yoga Flexible Software is also evolving to be more compact, light-weight, and maintenance free while providing important features and tools that reduce manual activities and points of failure.

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Transcript

John Marney:

If you haven’t done this for a webinar before, just be aware that we are going to send a recording of the webinar, or a link to the recording after we’re done, as well as the deck. And you can submit any questions that you have through the GoTo Webinar Panel, there’s a questions area you can type it up there and that will come to us. Feel free to submit questions as we go, save them for the end, whatever you would like to do. The content will probably take us about 20, 25, 30 minutes, somewhere in that range so definitely won’t need a full hour today. Today we’re going to be talking about Yoga for 2021 and beyond. Yoga is RPI’s proprietary software platform, and there’s a few different products in there which we’re going to go through, and so let’s dive in.

John Marney:

So before we get into the content of our presentation, I do want to highlight a couple of upcoming presentations that we have. We do try to do webinars, fresh webinars, every first Wednesday of a month. And so next webinar Wednesday on November 4th. We have two presentations. The first is Yoga Forms for GHR. So we’re going to be talking a little bit about this in our presentation here but this presentation in November will go even deeper into discussing the out of the box form library that we’re making available for human resources and Infor GHR. And then the second presentation of the day will be Chad Tucker and Oscar Gutierrez reviewing new features and functionality in Kofax Total Agility 7.8.

John Marney:

In addition to that, we do have individual Yoga product webinars, so there are four products that we’re really talking about today. We are working on scheduling individual webinars for each of those which will contain a deeper dive into the features as well as the product demonstrations. And so keep an eye out for that if you are interested in something that you see in this presentation. And of course, any of our past current and future webinars can be accessed on rpic.com/webinars or on our YouTube page.

John Marney:

Okay, so my name is John Marney. I’ve been with RPI for about six and a half years. I have been working on business process automation and systems integration for over 10 years. I am our Yoga product manager as well as our devops manager. And so as part of that, I do quite a bit of cloud architecting primarily in Azure. And Mike would you introduce yourself.

Michael Madsen:

Hello everyone my name is Michael Madsen. I’m a lead consultant with RPI Consultants. I’ve been with RPI for a little over five years, but have been working with software integrations and support for, same as John about 10 years. I specialize in a lot of different business processes. I’ve worked with accounts payable, human resources, higher education, medical, manufacturing, automation, I’ve even worked with pharmaceutical solutions, so I wear a lot of different hats even though the terms change between business processes, the integration language generally stays the same so that’s kind of how we’re able to do that kind of stuff. I’m the Yoga Docs product owner so I specialize with kind of the design and look and feel and how the Yoga Docs platform works that we’ll be talking about today.

Michael Madsen:

So to kick us off, I’ll just go through some of the information that we’ll talk about today. So first, we’ll kind of go over some high level and more specific examples of the gaps between enterprise software and business requirements. We’ll go through a section that’s just bridging the gap with Yoga Flexible Software, so we’ll talk about Yoga Capture, Yoga Docs, Yoga Forms and Yoga Connect, the four different products that we utilize to bring together the yoga suite. And then we’ll talk about how you can get started with Yoga and then we’ll finish up with some summaries and questions.

Michael Madsen:

So our first section, the gaps between enterprise software and business requirements. This is kind of just for us to start brainstorming some things that you might have in your business that you notice is a gap or that eats up a lot of your time that you wish you could automate or that you wish you had a custom solution or something that was just easier for you to change on the fly to make work with your specific business process. So this section is just talking about when things don’t fit. So what I’ll be covering here is just some of the really high level gaps, and then after this slide, we’ll get into some more specifics so we can kind of try to identify these gaps a little bit more generally.

Michael Madsen:

So for ERPS/CRMs, we see a lot of gaps with content storage management and access, just your general document retrieval. Sometimes reporting can be an issue too. ECMs/BPMs, general user experience can sometimes be poor, not every platform was built with a great UI in mind. And even though it was built with the developers wonderful code in mind, they may not have been thinking about the end users. Data and document capture, workflow, transformation, all of these steps can be difficult depending on the platform you’re utilizing.

Michael Madsen:

External providers. So patients, employees, customers, suppliers, there may be data that you know that you h