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Emc World Evergreen Preso 5 16 07 With Demo Slides

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  • 1. Evergreen Investments: Using EMC Web Publisher for Secure Access to Financial Information Christine Weaver Valbona LaChapelle Bryant Bonner 1 © Copyright 2007 EMC Corporation. All rights reserved.
  • 2. Question When was the last time you examined your investments? Which Subsidiary of Wachovia Corporation – Is a Broadly Diversified Asset Management Organization – Is the 20th Largest Mutual Fund Company – Currently Manages $312* Billion in Assets (*as of 3/31/2007) – Employs More Than 1400 People – Created the First Mutual Fund, “Family of Funds” 2 © Copyright 2007 EMC Corporation. All rights reserved.
  • 3. Agenda Using Web Publisher for Secure Access to Financial Information About InvestNet – Introduction – Goals – Challenges About the Solution – The Intranet – The Technology Behind It – The Results Demo Future Direction 3 © Copyright 2007 EMC Corporation. All rights reserved.
  • 4. About InvestNet Evergreen Investments’ intranet site Gateway for delivering Evergreen information and resources Used by sales, portfolio management and business support Over 2,500 site users within Evergreen & Wachovia A million visits per year Over 7,000 downloadable documents available Heavily regulated environment (NASD, SEC, SAS70) 4 © Copyright 2007 EMC Corporation. All rights reserved.
  • 5. Goals for the New Intranet Site Create a collection of specific portals, not just site sections – Feed specific audiences into targeted areas – Use EMC Documentum Web Publisher Increase publishing efficiency – Upload or update large collections of documents – Feed individual documents into multiple portals Ensure secure access and the right permissions Do it quick! Evergreen had an aggressive timeline for the project 5 © Copyright 2007 EMC Corporation. All rights reserved.
  • 6. Challenges of the Original Intranet Site The static, HTML-based site was increasingly complex in size, scope and functionality – Site was a collection of documents and complex navigation – Needed a more efficient way to update multiple documents – Needed a change control process to ensure compliance and adherence to audit requirements Required complex site security – Specific content had to be restricted – Content authors needed varying degrees of access – Administration of security had to be a non-IT function 6 © Copyright 2007 EMC Corporation. All rights reserved.
  • 7. About the Solution The technology behind the new InvestNet site Develop Site Approve Framework Compliance Alignment J2EE Struts Contribute Migrate Enhanced User Leverage Existing Experience Data 7 © Copyright 2007 EMC Corporation. All rights reserved.
  • 8. About the Solution The technology behind the new InvestNet site Develop Site Approve Framework Compliance Alignment J2EE Struts Contribute Migrate Enhanced User Leverage Existing Experience Data 8 © Copyright 2007 EMC Corporation. All rights reserved.
  • 9. About the Solution The technology behind the new InvestNet site Develop Site Approve Framework Compliance Alignment J2EE Struts Contribute Migrate Enhanced User Leverage Existing Experience Data 9 © Copyright 2007 EMC Corporation. All rights reserved.
  • 10. About the Solution The technology behind the new InvestNet site Develop Site Approve Framework Compliance Alignment J2EE Struts Web Publisher Customizations Bulk Updater / Importer Contribute Migrate Enhanced User Leverage Existing Experience Data 10 © Copyright 2007 EMC Corporation. All rights reserved.
  • 11. About the Solution The technology behind the new InvestNet site Develop Site Approve Framework Compliance Alignment J2EE Struts Author Approve Published Content Content Page Revise Contribute Migrate Enhanced User Leverage Existing Experience Data 11 © Copyright 2007 EMC Corporation. All rights reserved.
  • 12. Demo 12 © Copyright 2007 EMC Corporation. All rights reserved.
  • 13. earn More Creation of Site Navigation Scenario One 13 © Copyright 2007 EMC Corporation. All rights reserved.
  • 14. Creation of Site Navigation 14 © Copyright 2007 EMC Corporation. All rights reserved.
  • 15. Creation of Site Navigation 15 © Copyright 2007 EMC Corporation. All rights reserved.
  • 16. Creation of Site Navigation 16 © Copyright 2007 EMC Corporation. All rights reserved.
  • 17. Creation of Site Navigation 17 © Copyright 2007 EMC Corporation. All rights reserved.
  • 18. Creation of Site Navigation 18 © Copyright 2007 EMC Corporation. All rights reserved.
  • 19. Creation of Site Navigation 19 © Copyright 2007 EMC Corporation. All rights reserved.
  • 20. Creation of Site Navigation 20 © Copyright 2007 EMC Corporation. All rights reserved.
  • 21. Creation of Site Navigation 21 © Copyright 2007 EMC Corporation. All rights reserved.
  • 22. Creation of Site Navigation 22 © Copyright 2007 EMC Corporation. All rights reserved.
  • 23. Creation of Site Navigation 23 © Copyright 2007 EMC Corporation. All rights reserved.
  • 24. earn More Bulk Import of Business Documents Scenario Two 24 © Copyright 2007 EMC Corporation. All rights reserved.
  • 25. Bulk Import of Business Documents 25 © Copyright 2007 EMC Corporation. All rights reserved.
  • 26. Bulk Import of Business Documents 26 © Copyright 2007 EMC Corporation. All rights reserved.
  • 27. Bulk Import of Business Documents 27 © Copyright 2007 EMC Corporation. All rights reserved.
  • 28. Bulk Import of Business Documents 28 © Copyright 2007 EMC Corporation. All rights reserved.
  • 29. Bulk Import of Business Documents 29 © Copyright 2007 EMC Corporation. All rights reserved.
  • 30. Bulk Import of Business Documents 30 © Copyright 2007 EMC Corporation. All rights reserved.
  • 31. Bulk Import of Business Documents 31 © Copyright 2007 EMC Corporation. All rights reserved.
  • 32. Bulk Import of Business Documents 32 © Copyright 2007 EMC Corporation. All rights reserved.
  • 33. earn More Bulk Update of Business Documents Scenario Three 33 © Copyright 2007 EMC Corporation. All rights reserved.
  • 34. Bulk Update of Business Documents 34 © Copyright 2007 EMC Corporation. All rights reserved.
  • 35. Bulk Update of Business Documents 35 © Copyright 2007 EMC Corporation. All rights reserved.
  • 36. Bulk Update of Business Documents 36 © Copyright 2007 EMC Corporation. All rights reserved.
  • 37. Bulk Update of Business Documents 37 © Copyright 2007 EMC Corporation. All rights reserved.
  • 38. Bulk Update of Business Documents 38 © Copyright 2007 EMC Corporation. All rights reserved.
  • 39. Bulk Update of Business Documents 39 © Copyright 2007 EMC Corporation. All rights reserved.
  • 40. Bulk Update of Business Documents 40 © Copyright 2007 EMC Corporation. All rights reserved.
  • 41. Bulk Update of Business Documents 41 © Copyright 2007 EMC Corporation. All rights reserved.
  • 42. Bulk Update of Business Documents 42 © Copyright 2007 EMC Corporation. All rights reserved.
  • 43. Bulk Update of Business Documents 43 © Copyright 2007 EMC Corporation. All rights reserved.
  • 44. Bulk Update of Business Documents 44 © Copyright 2007 EMC Corporation. All rights reserved.
  • 45. About the Solution A more robust and secure intranet InvestNet is now a dynamic site with systematic navigation Each user has access to a specific business portal Documents can be placed into Documentum once and published across portals Up to 100 documents can be updated at once Site and access security is built in and maintained by the Web site business owners 45 © Copyright 2007 EMC Corporation. All rights reserved.
  • 46. About the Solution The results of the deployment Satisfies the regulatory and audit requirements for the content maintained on the site Maintained integrity of content management process Ability for business users to maintain both content and navigation Consistent business content across web site Reduction in IT maintenance costs Improved ability to scale with business strategy 46 © Copyright 2007 EMC Corporation. All rights reserved.
  • 47. Future Direction InvestNet’s next steps Migration of ASW intranet site from SQL Server to EMC Documentum technology Enhancements to Web Publisher bulk importer/updater and search features InvestNet delivery via Evergreen Extranet Intranet site delivery to third party broker/dealer business partners and outside U.S. Utilize Google for enhanced search 47 © Copyright 2007 EMC Corporation. All rights reserved.

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