Yoga Docs™ is RPI’s Lightweight Web Client for ImageNow & OnBase

Especially for many Perceptive Content (ImageNow) customers, web client functionality and performance is often limited due to technical requirements for enterprise software. To provide a simpler and more light-weight solution, RPI has developed the HTML based web-client, Yoga Docs™. This client provides many of features and functionality necessary for business users, while minimizing issues related to performance and platform responsiveness.

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Transcript

John Marney:
Hello, and thank you for joining us once again on RPI Consultants Wednesday series. Today’s topic is “What’s new in Yoga?” Yoga is our proprietary lightweight HTML client. First a few housekeeping items. The webinar will be recorder and will be available on our YouTube and our website. That will be done swiftly here this week.

For everyone dialing in today, you will be receiving a copy of the slide deck via email so don’t feel like you need to screenshot everything. We do have a moderator standing by to take questions so feel free to use the GoToWebinar question window to submit questions, and if appropriate they’ll interrupt us in the middle or they’ll just save questions until the end.

And of course, you know, please if you have any webinar ideas, any topics you’d like to see covered across the spectrum of solutions and products that we work with, please don’t hesitate to offer some suggestions. Whether it be via webinar or just email us, we would love to entertain those.

Alright. Today we had a webinar over health care solutions this morning. Today of course, right now you’re watching the yoga webinar and at 3 central we have another webinar on technical and solution health checks that RPI offers.

On May 2nd, which is our webinar Wednesday next month, we have a webinar in the morning on outlook integration for OnBase. In early afternoon we have Kofax Products and Solutions. Its an overview of all of the different things that Kofax offers.

Then later in the afternoon we have planning your next upgrade for your ECM and OCR platforms. A little bit about me. My name is John Marney. I’m the manager of solution delivery here at RPI Consultants on the imaging team. Over 8 years of ECM and OCR design implementation experience. Majority of my experience has been in back office, solutions, accounts payable, human resources, often in hospitals or health organizations. I am OnBase installer and KTA essentials certified, and many people don’t know this about me, but I am actually a failed NFL wide receiver.

Alex Lindsey:
It’s true.

John Marney:
As is Alex I guess.

Alex Lindsey:
He failed very hard. My name is Alex Lindsey. I’m a senior solution architect here with RPI Consultants. I’ve got over 6 years working with ECM, Workflow products as well as OCR products. My focus is a lot on automation. So if you have solutions or processes in place and you have a software suite or you don’t, I’m here to help you work through scenarios that you guys could find to automate your processes and make it a little bit easier for your end users. I also specialize in accounts payable quite a bit so if you have questions about that, hit me up. Also I’m a big fan of whiskey and a novice ax thrower.

John Marney:
So what’s our agenda today?

Alex Lindsey:
Okay, so were gonna start off first by talking a little bit about our RPI Consultants. We are narcissists, so we just love to talk about ourselves. Were gonna talk about yoga. What it is. We’ve got previous slide decks, and previous presentations on what Yoga is as we were releasing it. And then were gonna really just jump into the new features. Show you what’s new and our latest release and how it can help you. Well also talk about our road map and what’s coming down the road. We also have a demonstration for you today. A video kind of highlighting some of the new features in particular the recording dashboard that were very excited about. Then well close up with a summary and open it up for questions with you guys.

So a little bit about ourselves. We are RPI Consultants we have about 80 full time Consultants, project managers. A lot of resources that can help you. A lot of different areas. We’ve got a very strong focus on the in four practice. The majority of the people that are based in Baltimore are focused on that practice, but we also have offices in Tampa and Kansas City, where we are broadcasting from as well. From our team, we focus on the imaging strategy.

So if you have ECM products or OCM products to basically extract data off of documents and stuff like that, we are the team to come talk to. But if you need business process analysis or any kind of managed services. If you have admins that are just neck deep with all the software products that you have, come talk to us, and we may be able to help you out.

John Marney:
We are partners with Hyland, Kofax, and Infor. Okay, so what is Yoga? Yoga is an HTML 5 again front-end client developed by RPI. It was originally built for ImageNow, our perceptive content, but really it is platform agnostic. Could work with just about anything. Probably the biggest thing to say about it is that it does not require anything other than a modern browser. So where as WebNow required Java, there are other products that have required Silverlight, you know, Shockwave Player. In fact, there’s not even, on the backside, there’s no Apache Tomcat required. Yoga Studio, to differentiate, Yoga Studio is the backend of Yoga. It is a node JS application server, which is very lightweight. Easy to download. Easy to install.

And it connects to Perceptive Content via calls to integration server. So quick overview of some of the functionality that Yoga offers. There are views for your documents folders and your tasks. You can open documents, and modify them, and route them inside your Workflow processes. Of course, you can apply annotations such as stamps and sticky notes, and for approvals you can even complete tasks. You can view eForms including the AP eForm, which is well known by many of the people viewing, I imagine.

You can retrieve documents via direct URL using document ID or meta data keys. And of course, the platform is easily customized to your specific needs without an expensive app development project.

Alex Lindsey:
So some of the other functionality overviews. So it is mobile responsive. So like John Mentioned, you just need an HTML 5 browser. So that includes your tablets, your phones, and other devices. Even Blackberries if you guys are still using those. There is again no Java dependencies so if you are a Perceptive customer using WebNow, that’s a big hooray for you guys. It doesn’t consume a user license on log-in as well, so that’s kind of a nice feature as well. You can deploy multiple instances of this pretty easily across different organizations or different departments for instance. And it can basically be accessed by the internet, intranet, or both. If you have a, and you’ll see in the reporting dashboard, if you wanted to give users the ability to run a report or see this report for instance, you can post that to your intranet, the link on your intranet site, and make that available to people.

John Marney:
Right. So what are some of the requirements?

Alex Lindsey:
So some of the requirements. Perceptive Content 7.1.5 or higher. Based on our setup right now that’s what we have. It can work on older versions like 7.1.3, but there are some limited features mostly to do with integration server and how that connection happens. You’ll also need Node.js. That is a free download. So you don’t have to worry about any extra costs associated with that. We will need a direct database to access for the Yoga Reporting Studio. That’s basically just to allow Yoga to go and read off of the Inow database table, to pull workflow processes, index values, items associated with your documents that are in workflow for instance, to kind of pull that information out so we can display that. Integration server with transaction packs is also required, and there is really no specific type license that you need for this.

John Marney:
Okay. So let’s go over some of the newer features, and then we’ll talk a little bit about what’s coming up. So, one of the new things that were really excited about is the Yoga Reporting Studio. This is a solution dashboard that includes some reporting features.

Alex Lindsey:
This is something that we’ve been working on for quite a while now. John and I have been working on it. We’ve got developers doing it. We’ve got a team of people doing QA on all the pieces as well. Really what it’s supposed to do is give you a snapshot of a particular Workflow process or processes. If you wanna point it to multiple you can. But really just give you a snapshot of where documents are in your Workflow. So, as you’re processing recruitment documents or onboarding documents for HR solutions, or if you are accounts payable and, I mean, invoice lifecycle is a big