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#AIIM14	
  #AIIM14	
  
#AIIM14	
  
ECM	
  EVOLVED	
  
The	
  New	
  ERA	
  of	
  How	
  Work	
  Gets	
  Done	
  
Pete	
  Smerald	
  
Director	
  Product	
  MarkeGng	
  and	
  Field	
  Enablement	
  
EMC’s	
  Intelligent	
  InformaGon	
  Group	
  
@twiNer	
  
#AIIM14	
  
Discussion	
  Topics	
  
§  Store	
  and	
  retrieve	
  is	
  good,	
  but	
  making	
  use	
  of	
  the	
  
informaGon	
  is	
  beNer	
  
§  ECM	
  has	
  moved	
  from	
  the	
  back	
  office,	
  to	
  the	
  front	
  
office,	
  to	
  the	
  mobile	
  office	
  
§  Cloud	
  is	
  redefining	
  how	
  work	
  gets	
  done	
  
#AIIM14	
  
ECM	
  is	
  an	
  Evolving	
  Process	
  
ECM	
  is	
  an	
  ongoing	
  and	
  evolving	
  strategy	
  for	
  
maximizing	
  how	
  your	
  content	
  will	
  be	
  used	
  
Content	
   Process	
  	
   CollaboraGon	
  
#AIIM14	
  
Driving	
  Forces	
  Behind	
  ECM	
  
	
  
§  Process	
  efficiency	
  
§  CommunicaGons	
  
§  Internal	
  Visibility	
  
§  Regulatory	
  Compliance	
  
#AIIM14	
  
#AIIM14	
  
#AIIM14	
  
Case	
  Management	
  Extends	
  ECM	
  
Gartner	
  Report:	
  Cri?cal	
  Capabili?es	
  for	
  
Case	
  Management	
  Frameworks	
  
March	
  2014	
  
“Case	
  work	
  is	
  nonrou-ne;	
  typically,	
  	
  each	
  work	
  item	
  —	
  
aka	
  "case"	
  —	
  is	
  a	
  unique	
  situa-on	
  that	
  involves	
  complex	
  
interac-ons	
  between	
  content,	
  people,	
  and	
  business	
  or	
  
regulatory	
  policies	
  to	
  achieve	
  an	
  op-mal	
  outcome.”	
  
#AIIM14	
  
•  Capturing	
  and	
  storing	
  all	
  
relevant	
  business	
  arGfacts	
  
such	
  documents,	
  data,	
  social	
  
interacGons	
  and	
  comments	
  	
  
•  Quickly	
  locaGng	
  relevant	
  
content	
  arGfacts	
  and	
  linking	
  to	
  
processes	
  or	
  cases	
  
•  Convergence	
  of	
  ECM,	
  BPM,	
  
and	
  AnalyGcs	
  to	
  drive	
  beNer	
  
informaGon	
  worker	
  
producGvity	
  
Case	
  Management	
  Extends	
  ECM	
  
#AIIM14	
  
Process	
  
Collabora?on	
  
People	
  
Analysis	
  
All	
  InformaGon	
  in	
  Context	
  
	
  Case	
  Management	
  
Awareness	
  
Capture	
  &	
  Output	
  
#AIIM14	
  
Cross	
  Applica?on	
  Loan	
  Processing	
  
Use	
  Case	
  
Apply	
   Underwrite	
   Close	
  	
   Service	
   Payoff	
  
Capture	
  
ECM	
  
Process	
  
Case	
  File	
  
CommunicaGon	
  
Analysis	
  
#AIIM14	
  
Case	
  Management	
  
Systems	
  
are	
  not	
  DesGnaGons	
  
www.aiim.org/infochaos	
  
Do	
  YOU	
  understand	
  the	
  business	
  	
  
challenge	
  of	
  the	
  next	
  10	
  years?	
  
This	
  ebook	
  from	
  AIIM	
  President	
  
John	
  Mancini	
  explains.	
  
#AIIM14	
  
GLOBAL
REINSURANCE
COMPANY
Case Management
•  Banking Mid- & Back-Office
•  Investigations & Exceptions
•  Fraud & Anti-Money Laundering
Unique Solution Elements
•  Re-use enterprise repository to lower TCO
•  MOREC compliant Records Management
•  Integrated data retention policy on
Centera
“…we use SAP CM & Documentum together to eliminate paperwork and
to store AML SARS filings alongside Case Data archives for consistent
Compliance…”
#AIIM14	
  
The	
  way	
  we	
  work	
  is	
  changing	
  
Share	
  Access	
   Send	
  
Anytime Anywhere Any Device
#AIIM14	
  
SYNC	
  &	
  ACCESS	
  
FILES	
  WITH	
  	
  
NO	
  EXTRA	
  
STEPS	
  
OUTSIDE	
  FIREWALL	
  INSIDE	
  FIREWALL	
  
IPAD	
  MACBOOK	
  AIR	
   IPHONE	
  WINDOWS	
  8	
   IPHONE	
   ANDROID	
   MS	
  SURFACE	
  
Users	
  Like	
  &	
  IT	
  Trust	
  
Save	
  a	
  file	
  in	
  any	
  folder	
  and	
  
it’s	
  synced/accessible	
  
everywhere	
  
#AIIM14	
  
END	
  USER	
  &	
  
PROCESS-­‐DRIVEN	
  
SHARING	
  
Securely	
  share	
  content	
  beyond	
  the	
  
firewall	
  through	
  a	
  business	
  
process	
  
#AIIM14	
  
THE	
  3RD	
  PLATFORM	
  OF	
  IT
#AIIM14	
  
ON-­‐PREMISE	
  
OFF-­‐PREMISE	
  
CUSTOMER	
  
MANAGED	
  
EMC	
  
MANAGED	
  
SINGLE	
  TENANT	
  
MULTI-­‐TENANT	
  
DEPLOYMENT	
  
SOLUTIONS	
  
#AIIM14	
  
REDEFINING
EVERYTHING WE DO
Expanding to the 3RD
Platform
#AIIM14	
  
NEXT	
  STEPS	
  
Visit	
  EMC:	
  
www.emc.com/ecm	
  
	
  
Stop	
  by	
  our	
  booth	
  for	
  demonstraGons	
  
and	
  more	
  informaGon	
  
Enterprise Content Management Evolved

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Enterprise Content Management Evolved

  • 1. #AIIM14  #AIIM14   #AIIM14   ECM  EVOLVED   The  New  ERA  of  How  Work  Gets  Done   Pete  Smerald   Director  Product  MarkeGng  and  Field  Enablement   EMC’s  Intelligent  InformaGon  Group   @twiNer  
  • 2. #AIIM14   Discussion  Topics   §  Store  and  retrieve  is  good,  but  making  use  of  the   informaGon  is  beNer   §  ECM  has  moved  from  the  back  office,  to  the  front   office,  to  the  mobile  office   §  Cloud  is  redefining  how  work  gets  done  
  • 3. #AIIM14   ECM  is  an  Evolving  Process   ECM  is  an  ongoing  and  evolving  strategy  for   maximizing  how  your  content  will  be  used   Content   Process     CollaboraGon  
  • 4. #AIIM14   Driving  Forces  Behind  ECM     §  Process  efficiency   §  CommunicaGons   §  Internal  Visibility   §  Regulatory  Compliance  
  • 7. #AIIM14   Case  Management  Extends  ECM   Gartner  Report:  Cri?cal  Capabili?es  for   Case  Management  Frameworks   March  2014   “Case  work  is  nonrou-ne;  typically,    each  work  item  —   aka  "case"  —  is  a  unique  situa-on  that  involves  complex   interac-ons  between  content,  people,  and  business  or   regulatory  policies  to  achieve  an  op-mal  outcome.”  
  • 8. #AIIM14   •  Capturing  and  storing  all   relevant  business  arGfacts   such  documents,  data,  social   interacGons  and  comments     •  Quickly  locaGng  relevant   content  arGfacts  and  linking  to   processes  or  cases   •  Convergence  of  ECM,  BPM,   and  AnalyGcs  to  drive  beNer   informaGon  worker   producGvity   Case  Management  Extends  ECM  
  • 9. #AIIM14   Process   Collabora?on   People   Analysis   All  InformaGon  in  Context    Case  Management   Awareness   Capture  &  Output  
  • 10. #AIIM14   Cross  Applica?on  Loan  Processing   Use  Case   Apply   Underwrite   Close     Service   Payoff   Capture   ECM   Process   Case  File   CommunicaGon   Analysis  
  • 11. #AIIM14   Case  Management   Systems   are  not  DesGnaGons  
  • 12. www.aiim.org/infochaos   Do  YOU  understand  the  business     challenge  of  the  next  10  years?   This  ebook  from  AIIM  President   John  Mancini  explains.  
  • 13. #AIIM14   GLOBAL REINSURANCE COMPANY Case Management •  Banking Mid- & Back-Office •  Investigations & Exceptions •  Fraud & Anti-Money Laundering Unique Solution Elements •  Re-use enterprise repository to lower TCO •  MOREC compliant Records Management •  Integrated data retention policy on Centera “…we use SAP CM & Documentum together to eliminate paperwork and to store AML SARS filings alongside Case Data archives for consistent Compliance…”
  • 14. #AIIM14   The  way  we  work  is  changing   Share  Access   Send   Anytime Anywhere Any Device
  • 15. #AIIM14   SYNC  &  ACCESS   FILES  WITH     NO  EXTRA   STEPS   OUTSIDE  FIREWALL  INSIDE  FIREWALL   IPAD  MACBOOK  AIR   IPHONE  WINDOWS  8   IPHONE   ANDROID   MS  SURFACE   Users  Like  &  IT  Trust   Save  a  file  in  any  folder  and   it’s  synced/accessible   everywhere  
  • 16. #AIIM14   END  USER  &   PROCESS-­‐DRIVEN   SHARING   Securely  share  content  beyond  the   firewall  through  a  business   process  
  • 17. #AIIM14   THE  3RD  PLATFORM  OF  IT
  • 18. #AIIM14   ON-­‐PREMISE   OFF-­‐PREMISE   CUSTOMER   MANAGED   EMC   MANAGED   SINGLE  TENANT   MULTI-­‐TENANT   DEPLOYMENT   SOLUTIONS  
  • 19. #AIIM14   REDEFINING EVERYTHING WE DO Expanding to the 3RD Platform
  • 20. #AIIM14   NEXT  STEPS   Visit  EMC:   www.emc.com/ecm     Stop  by  our  booth  for  demonstraGons   and  more  informaGon