Enterprise Content Management meets Open Source Cheryl McKinnon, CMO @ Nuxeo [email_address] Or Twitter @CherylMcKinnon ECM 101

What is ECM? Enterprise Content Management Accepted definition: AIIM (The ECM Association – aiim.org) “ the strategies, methods and tools used to capture, manage, store, preserve, and deliver content and documents related to organizational processes. ECM tools and strategies allow the management of an organization's unstructured information, wherever that information exists”

Enterprise Content Management

Accepted definition:

AIIM (The ECM Association – aiim.org)

“ the strategies, methods and tools used to capture, manage, store, preserve, and deliver content and documents related to organizational processes. ECM tools and strategies allow the management of an organization's unstructured information, wherever that information exists”

What is ECM? Evolving technology category since 2000 Intended to create umbrella group over point solutions for: Document Management, Records Management, Workflow, Search, Capture/Scanning, Basic Collaboration, Publishing, Archiving

Evolving technology category since 2000

Intended to create umbrella group over point solutions for:

What is ECM?

Why Think About ECM Now? Disruptive Forces are At Play Uncertainty about Economy Demographic Shifts in the Workplace Rise of Web 2.0, Mobile & Social Content in Business Changing Laws & Regulations

Uncertainty about Economy

Demographic Shifts in the Workplace

Rise of Web 2.0, Mobile & Social Content in Business

Changing Laws & Regulations

Why Do Companies Use It? 1. Productivity Gains 2. Cost and Risk Reduction

Why Do Companies Use It? Productivity Gains: Users find right/accurate information Automate routine tasks / transactions Work electronically with distributed teams Stop reinventing the wheel Protect & preserve corporate memory

Users find right/accurate information

Automate routine tasks / transactions

Work electronically with distributed teams

Stop reinventing the wheel

Protect & preserve corporate memory

Why Do Companies Use It? Risk/Cost Reduction Meet external legal/regulatory needs Eliminate duplicate / obsolete content Audit information activity trail Granular security on electronic content

Meet external legal/regulatory needs

Eliminate duplicate / obsolete content

Audit information activity trail

Granular security on electronic content

Elements of ECM Capture / Create Integration to mainstream authoring tools Batch import E-mail capture Check-in/Check-out

Capture / Create

Integration to mainstream authoring tools

Batch import

E-mail capture

Check-in/Check-out

Elements of ECM Share/Collaborate Team Workspaces Discuss and Comment Version Control Annotation and Markup Unique URLs for Content

Share/Collaborate

Team Workspaces

Discuss and Comment

Version Control

Annotation and Markup

Unique URLs for Content

Elements of ECM Process / Review Ad-hoc or templated workflow Push Content to Reviewers Manage Deadlines Assign Tasks Preview diverse formats

Process / Review

Ad-hoc or templated workflow

Push Content to Reviewers

Manage Deadlines

Assign Tasks

Preview diverse formats

Elements of ECM Publish/Archive Approved & Final Content Made Available to Users Simple Push to Intranet, Extranet, other Repositories Manage Storage & Retention Align Lifecycle with Policies

Publish/Archive

Approved & Final Content Made Available to Users

Simple Push to Intranet, Extranet, other Repositories

Manage Storage & Retention

Align Lifecycle with Policies

Elements of ECM Search / Find Retrieve Content via Query: Metadata, Text, Subject Save/Share Routine Searches Develop Virtual Folder Structures / Taxonomy Tagging for User Generated Metadata

Search / Find

Retrieve Content via Query: Metadata, Text, Subject

Save/Share Routine Searches

Develop Virtual Folder Structures / Taxonomy

Tagging for User Generated Metadata

Open Source Market Overview Will 2010 be the Breakout Year? Leading Industry Analysts Tracking Open Source ECM Vendors formally Small but growing overall market share Time for new approach to ROI measurement Education and FUD reduction essential to Open Source acceptance

Will 2010 be the Breakout Year?

Leading Industry Analysts Tracking Open Source ECM Vendors formally

Small but growing overall market share

Time for new approach to ROI measurement

Education and FUD reduction essential to Open Source acceptance

Who is Nuxeo? Founded in 2000 Widely Deployed in Europe Opened North American Operations in 2009 Dedicated to Enterprise Content Management Available under LPGL Galaxy Partner Program for Integrators/ISVs

Founded in 2000

Widely Deployed in Europe

Opened North American Operations in 2009

Dedicated to Enterprise Content Management

Available under LPGL

Galaxy Partner Program for Integrators/ISVs

Want to Learn More? Our blogs http://blogs.nuxeo.com/ Download Nuxeo DM 5.3 or try our Cloud Edition http://www.nuxeo.com/en/downloads Read analyst opinion http://www.nuxeo.com/en/downloads/white-papers/butler-form Contact us http://www.nuxeo.com/en/about/contact

Our blogs

http://blogs.nuxeo.com/

Download Nuxeo DM 5.3 or try our Cloud Edition

http://www.nuxeo.com/en/downloads

Read analyst opinion

http://www.nuxeo.com/en/downloads/white-papers/butler-form

Contact us

http://www.nuxeo.com/en/about/contact