ECM Enterprise Content Management | DMSEXPO | 2006 | Ulrich Kampffmeyer

Enterprise Content Management Definitions, components, and challenges Dr. Ulrich Kampffmeyer DMS EXPO Köln, 19. September 2006 P R O J E C T C O N S U L T Unternehmensberatung Dr. Ulrich Kampffmeyer GmbH

Contents

Babylon: Terms & Acronyms

Definition

The „5 C“ of ECM

ECM Components

Market Developments and Trends

Outlook

Babylon: Terms & Acronyms

© PROJECT CONSULT 2002 Records Management Electronic Document -Management Imaging MultiMedia-Datenbanken Web Content Management Enterprise Content Management EAI BPM EDM Workflow EDM EDRMS Elektronische Archivierung Collaborative Commerce ASP / DMCO Document Warehouse Optical Filing E-Business Business Process Management Digital Signature Groupware Collaborative Commerce Knowledge Management Engineering Document Management Document Related Technologies Content Management Scanning Media Asset Management Enterprise Application Integration COLD Digital Rights Management DMS Intranet Repository Portale Document Management ILM UDM Digital Asset Management MAM iECM IDOM EDM Enterprise Content Integration ECI CMS DRM REA Revisionssichere Archivierung E-Mail Management KM ERM IRS DM WCM DRT EDM Business Process Management BPM Capture Output Management Multi Channel Distribution Preservation EAkte TCM IDARS VCM DAM Elektronische Signatur eSignature Information Lifecycle Management Single Instance Archivierung Preservation Compliant Transaction Archiving CTA Electronic Records Management Single Source Publishing Workflow Wissensmanagement Collaboration Enterprise Content Management OMS

© PROJECT CONSULT 2002 Records Management Electronic Document -Management Imaging MultiMedia-Datenbanken Web Content Management Enterprise Content Management EAI BPM EDM Workflow ECM EDRMS Elektronische Archivierung Collaborative Commerce ASP / DMCO Document Warehouse Optical Filing E-Business Business Process Management Digital Signature Groupware Collaborative Commerce Knowledge Management Engineering Document Management Document Related Technologies Content Management Scanning Media Asset Management Enterprise Application Integration COLD Digital Rights Management DMS Intranet Repository Portale Document Management ILM UDM Digital Asset Management MAM iECM IDOM EDM Enterprise Content Integration ECI CMS DRM REA Revisionssichere Archivierung E-Mail Management KM ERM IRS DM WCM DRT EDM Business Process Management BPM Capture Output Management Multi Channel Distribution Preservation EAkte TCM IDARS VCM DAM Elektronische Signatur eSignature Information Lifecycle Management Single Instance Archivierung Asset Management Compliant Transaction Archival CTA Electronic Records Management Single Source Publishing Workflow Wissensmanagement Collaboration Enterprise Content Management OMS ECM DCT TCM UDO PDD PDM BI

© PROJECT CONSULT 2002 Records Management Electronic Document -Management Imaging MultiMedia-Datenbanken Web Content Management Enterprise Content Management EAI BPM EDM Workflow ECM EDRMS Elektronische Archivierung Collaborative Commerce ASP / DMCO Document Warehouse Optical Filing E-Business Business Process Management Digital Signature Groupware Collaborative Commerce Knowledge Management Engineering Document Management Document Related Technologies Content Management Scanning Media Asset Management Enterprise Application Integration COLD Digital Rights Management DMS Intranet Repository Portale Document Management ILM UDM Digital Asset Management MAM iECM IDOM EDM Enterprise Content Integration ECI CMS DRM REA Revisionssichere Archivierung E-Mail Management KM ERM IRS DM WCM DRT EDM Business Process Management BPM Capture Output Management Multi Channel Distribution Preservation EAkte TCM IDARS VCM DAM Elektronische Signatur eSignature Information Lifecycle Management Single Instance Archivierung Asset Management Compliant Transaction Archival CTA Electronic Records Management Single Source Publishing Workflow Wissensmanagement Collaboration Enterprise Content Management OMS DCT TCM UDO PDD PDM BI ECM

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ERP CRM CMS

E RP C R M CM S ECM

Definition

AIIM International, 2001 Unstructured Content Data Business Processes STORE MANAGE DELIVER PRESERVE CAPTURE

Enterprise Content Management: Technologies used to Capture, Manage, Store, Preserve, and Deliver Content and Documents related to Organizational Processes.

Enterprise Content Management is a Strategy or Vision , not a single Product!

AIIM International ERP Web Content Management Doc Mgmt Imaging Domino Exchange RDMS File System Workflow Collaboration Data Warehousing Mining EAI E-Business AP/AR RM/A CRM HRM Enterprise Content Management – infrastructure Enterprise Enterprise Applications Applications Enterprise Enterprise Content Content Management Management Infrastructure Infrastructure Integration Integration

AIIM International ERP Web Content Management Doc Mgmt Imaging Domino Exchange RDMS File System Workflow Collaboration Data Warehousing Mining EAI E-Business AP/AR RM/A CRM HRM ECM concept # 1 Middleware Enterprise Enterprise Applications Applications Enterprise Enterprise Content Content Management Management Infrastructure Infrastructure Integration Integration

AIIM International ERP Web Content Management Doc Mgmt Imaging Domino Exchange RDMS File System Workflow Collaboration Data Warehousing Mining EAI E-Business AP/AR RM/A CRM HRM ECM concept # 2 Independent Services for all Applications Enterprise Enterprise Applications Applications Enterprise Enterprise Content Content Management Management Infrastructure Infrastructure Integration Integration

AIIM International ERP Web Content Management Doc Mgmt Imaging Domino Exchange RDMS File System Workflow Collaboration Data Warehousing Mining EAI E-Business AP/AR RM/A CRM HRM ECM concept # 3 Uniform, Federated Enterprise Repository for all Types of Information Enterprise Enterprise Applications Applications Enterprise Enterprise Content Content Management Management Infrastructure Infrastructure Integration Integration

The « 5 C » of ECM

Content

Collaboration

Compliance

,,. . . whoever knowingly alters, destroys, mutilates, conceals, covers up, falsifies or makes a false entry in any record, document or tangible object with intent to impede, obstruct or influence the investigation or proper administration of any matter within the jurisdiction of any department or agency of the United States or any case filed under title 11 or in relation to, or contemplation of any such matter of case, shall be fined under this title, imprisoned not more than 20 years , or both." (Sarbanes-Oxley Act of 2002, Sec. 802, §1519)

Continuity

Cost

ECM Components

AIIM Model for ECM Enterprise Content Management CAPTURE PRESERVE DELIVER STORE MANAGE STORE WCM RM WF/BPM DM Collab

CAPTURE Input Management Input

Barcode

COLD/ERM

E-Billing

Aggregation

Financial Applications

XML

Forms Processing E-Forms/Web-Forms

ERP

Application created

OMR

Microfilm

ICR

Rich Media

HCR

Form

OCR

Office Documents

Indexing Input Designs Categorization Recognition Human created

CAPTURE Human created Input

Barcode

COLD/ERM

E-Billing

Aggregation

XML

ERP

Application created

OMR

Microfilm

ICR

Rich Media

HCR

Form

OCR

Office Documents

CAPTURE Application created Input

Barcode

COLD/ERM

E-Billing

Aggregation

XML

ERP

Application created

OMR

Microfilm

ICR

Rich Media

HCR

Form

OCR

Office Documents

CAPTURE Recognition Input

Barcode

COLD/ERM

E-Billing

Aggregation

XML

ERP

Application created

OMR

Microfilm

ICR

Rich Media

HCR

Form

OCR

Office Documents

CAPTURE Forms Processing Input

Barcode

COLD/ERM

E-Billing

Aggregation

XML

ERP

Application created

OMR

Microfilm

ICR

Rich Media

HCR

Form

OCR

Office Documents

CAPTURE COLD Input

Barcode

COLD/ERM

E-Billing

Aggregation

XML

ERP

Application created

OMR

Microfilm

ICR

Rich Media

HCR

Form

OCR

Office Documents

CAPTURE Indexing & Classification Input

Barcode

COLD/ERM

E-Billing

Aggregation

XML

ERP

Application created

OMR

Microfilm

ICR

Rich Media

HCR

Form

OCR

Office Documents

MANAGE WCM RM WF/ BPM DM Collab

MANAGE Document Management

Check-in/Check-out

Version Management

Search and Navigation

Visualization

STORE WCM RM WF/BPM DM Collab

MANAGE Collaboration

Collaborative authoring

Knowlege bases

Whiteboards

Video conferencing

Consolidation of information

MANAGE Web Content Management

Content creation

Publication process

Conversion

Security

Web site visualization

MANAGE Records Management

Filing structures and file plans

Thesaurus

Retention periods

Metadata

Archive management

MANAGE Business Process Management

Process and structure organization

Process design

Vizualisation of Process

Routing

Monitoring

Parallel and sequential processing

Reminders, deadlines

Checking

Logging

STORE Repositories Library Services Technologies

STORE

File Systems

Content Management Systems

Databases

Data Warehouses

Repositories

STORE

Search/Retrieval

Version Control

Check In/Check Out

Audit Trail

Library Services

STORE Technologies

Hard Disk

RAID

SAN

NAS

Optical

OD

DVD

CD

Tape

STORE Repositories Library Services Technologies ILM Information Lifecycle Management

PRESERVE

Archive

Paper

Microfilm

NAS/SAN

WORM HD

WORM OD

WORM TAPE

Deletion

PRESERVE Long-term archiving

Digital optical storage media:

WORM OD (Write Once Read Many Optical Disk)

CD (Compact Disk)

DVD (Digital Versatile Disk)

CD (Compact Disk)

Is there still a need for „True“ WORM media?

CD (Compact Disk)

Is there still a need for „True“ WORM media?

Alternatives

WORM Tape

WORM Harddisk with special software/firmware proctection

PRESERVE

Archive

Paper

Mikrofilm

NAS/SAN

CAS

WORM

WORM-TAPE

Deletion Long-term Archiving implies Continuous Migration

DELIVER Output Management

Datatransfer via EDI, XML and other formats

Digital TV

Email and Fax

Digital TV

Paper

DELIVER Transformation

Datatransfer via

Digital TV

Paper

Email and Fax

DELIVER Security

Digital TV

Datatransfer via EDI, XML and other formats

Digital TV

Paper

Email and Fax

Datatransfer via

DELIVER Distribution

CAPTURE PRESERVE DELIVER STORE MANAGE STORE WCM RM WF/BPM DM Collab ECM Model 2003 ECM House 2005

ECM House

DAM Digital Asset Management

E-Mail Management

EAI Enterprise Application Integration

Search/Retrieval

Content Integration

Backup/Recovery

Longterm Archival

Migration

Localization

DRM Digital Rights Management

New residents in the ECM-House

Market Developments & Trends

ECM Suites

ECM integrated Systems

ECM Components & Services

ECM Outputmanagement Storage/Archivierung Hardware Database ERP-Workflow/ Records Manag. WCM/Portal Integration Competing vendors Collaboration

"Traditional" DMS and ECM Vendors

International ECM Vendors

IBM

FileNet

EMC Documentum

OpenText

Hummingbird , Mobius, BancTec, OnBase and others

Midsize ECM Vendors

Ceyoniq

d.velop

Docuware

Easy

ELO

H & S

Optimal Systems

Saperion

SER

Zylab

and some 100 more

The "Attackers"

Collaboration

Microsoft

Vista with Workflow, Sharepoint Portal Server, InfoPath, Exchange

IBM Websphere, Domino

Oracle 10g Content Services , Workflow

Office Communication Office Operating System

Output Management

Adobe

Betasystems

ISIS

XEROX

and others

Print Document Management COLD Multi Channel Single Source Publishing

„ Printer“-Hardware

XEROX

CANON

Brother

Lexmark

Ricoh

and others

All-in-One- Printer-Copier- Fax-Scanner

Databases

IBM

Oracle

Microsoft

and others

"BLOB" Storage Media Asset Management

Storage-System Vendors

EMC

HDS

HP

IBM

NetApp

SUN

and others

ILM Information Lifecycle Management Archiving

System Vendors

More and more …

Industry Solutions

ERP Standard-Software

SAP

Oracle

Sage

and others

Records Management Workflow

Web Content Management

Vignette

Stellent

Interwoven

and many others

… as well as Open Source …

WCM e-Business ECM

The market grows fast …

The market grows fast … But the growth is shared among many old and new competitors

~ 1 ~

Is ECM only a Vision?

ECM with its comprehensive goal is not a product, but rather a vision, a strategy, and at best a solution portfolio. The claim of having one solution for every application from a single source is simply not realistic.

~ 2 ~

Convergence

WCM, ECM, portals and other document related technologies are blending together. Only a few vendor portfolios come up to ECM’s claims.

~ 3 ~

Consolidation

The market is swamped with ECM products and ECM components. Like the other software and IT market segments, the ECM market will consolidate.

~ 4 ~

The Value of Information

Information has only inherent value when it is used as knowledge in processes. The value of information must be considered in planning and operations alike, and justifies investments in ECM as infrastructure.

~ 5 ~

Our Dependence on Information

The dangerous dependence on the availability and correctness of electronic information is constantly growing. Companies, government and society are already today completely dependent on the availability of electronic information.

~ 6 ~

Information Overflow

We suffer from information overflow. Identifying the valuable, important information is a tedious process. Systematic, accurate, and focussed access to exponentially growing information volumes gets more and more important.

~ 7 ~

Information Gap

The first gaps in electronic information preservation have occurred. Electronic knowledge has already been irretrievably lost. The orderly and long-term usable storage of valuable information is growing in importance.

~ 8 ~

Value of ECM

The real value of ECM solutions is not adequatly communicated to the potential endusers and decision makers. The necessity of ECM is an issue for the management of every company and has to be communicated in regard to business issues, business continuity, compliance, and competition implications.

~ 9 ~

ECM as Infrastructure

ECM will become infrastructure at the level of operating systems, databases and software services. ECM basic functionality is a commodity.

~ 10 ~

A Problem of our Generation:

The change of a physical, tangible world of information into a virtual world. Our children will laugh about the problems we face today.

Dr. Ulrich Kampffmeyer E-Mail: Ulrich.Kampffmeyer@PROJECT-CONSULT.com This presentation and the related text documentation in English, German and French can be downloaded from our website: www.PROJECT-CONSULT.com