ECM Industry Trends: Microsoft
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ECM Industry Trends: Microsoft ECM Industry Trends: Microsoft Presentation Transcript

  • ECM Industry Trends: Microsoft & Everyone Else Dan Elam September, 2007
  •   View slide
    • 3 Billion Pages/day
    • 34,000 Pages/Second 24 Hours/day
    • 800 Billion Pages Already on File
    • Electronic info doubles every two years
    Growing Volumes View slide
    • Leading unbiased consultants in ECM-related technology
    • Led by senior industry experts
    • Over $4B of ECM procurements
    • Customers such as IRS, Campbell Soup, and Intel
    Strong knowledge of nearly every available vendor today eVisory Overview
  • ECM Market
    • Mature ECM market
      • Companies > 20 years old
      • 4 th -5 th generation products
      • Industry consolidation
    • Over 200 software OEMs
    • Enterprise implementations for virtually all content
    • Systems hard to implement – harder to keep current
    ECM Market Status Gartner “Magic Quadrant”
  • Legal Issues Driving ECM
    • Federal rules of evidence changed on December 1, 2006
    • No difference between paper and electronic
    • New emphasis on liability and processes
    • Rule says “reasonably” anticipate
    • Ambiguities favor the lawyers
    • Fines already are in the millions of dollars
    Content is New Liability
  • Industry Changes – Inexpensive Storage
  • EDMS and Imaging E-mail & Office Documents Unstructured Content ERM/COLD Forms Capture and Automation Web Transactions The New World of Content Document
  • E-mail Forms Capture and Automation Web Transactions Imaging System Legacy Systems Where is the information? Today ERM/COLD Document
  • Legacy Systems Where is the information? ECM Future Approach
  • Acct: 123456 Date Transaction Amt. Bal. 01-03-94 Stuff $2,500 $2,500 03-04-94 More stuff $ 100 $2,600 03-31-94 Lotsa stuff ($2,600) $ 0 COLD 12349 23478 234872 23 12349 23478 234872 23 12349 23478 234872 23 12349 23478 234872 23 12349 23478 234872 23 12349 23478 234872 23 12349 23478 234872 23 12349 23478 234872 23 12349 23478 234872 23
  • Where is the information? ECM Eventual Approach
    • SaaS as hosted solutions is the fastest growing segment of the market
    • Projected to be over 25% of the market by 2011
    • Software leaders are not SaaS leaders
    • Current leaders: traditional service bureaus like ACS, SourceCorp, Lason
    • Emerging leaders: Related technology companies such as EasyLink, Zantaz
    ECM Market Status
    • Much faster deployment
    • Typically lower risk since vendor is assuming more of the risk
    • Greater security
    • Better uptime (especially remote users)
    • Lower life cycle costs
      • Often not an apples vs. oranges comparison
    • No upgrade worries
    Why use ECM as SaaS?
    • Very complex legacy integration needs
    • Enhanced functionality
    • Integrators with vertical knowledge
    • Doing most development in-house
    • Concerns over data being outside
    • Some scalability issues
    • ROI in a handful of applications
    Why use ECM as software?
    • Typical ECM purchase implementation is about 9 months for a department
    • Typical ECM SaaS is 4-6 weeks
    • Often starts departmental
    • Organization changes to fit the software instead of modifying the software to fit the organization
    Time frames are Very Different
  • EmTAG 2007
    • Mike Alsup, Gimmal Group
    • Toby Bell, Gartner
    • Tony Byrne, CMS Watch
    • John Chickering, Fidelity Investments
    • Jim Cuff, Iron Mountain
    • Tom Dale, IMC
    • Russ Edelman, Corridor Consulting
    • Dan Elam, eVisory
    • Dick Fisher, Cohasset
    * Opinions do not necessarily represent all members or their employers Carl Frappaolo, AIIM Gary Gershon, Imerge Andy Lawrence, Eastman Kodak Bob Larrivee, AIIM Tina Torres, Microsoft Mike Rogers, City of Plano Don Scott, Lead2Succeed Jack Scott, Evaluator Group Paul Steep, Orion Securities Catherine Teti, US GAO EmTAG Committee
    • New round of VC-backed ECM vendors
    • SaaS is eclipsing ASPs
    • Microsoft progress, but not dominance
    • New round of service bureau consolidation
    • Security is becoming more important
    • RM is driving deals, but not a break-out
    • Technology change is largely incremental
    • Interface is poised for radical change
    Industry Trends
    • First new vendors appearing since the dot-com crash
    • Investment money is available again
    • Includes low end ECM vendors & MOSS-centric
    • ECM Component vendors
    • Investment money is available again
    • New consultants for litigation support
    • Oracle still no progress
    New Vendors
    • ASPs and other hosted solutions becoming more important
    • Some vendors privately estimate 50% of their license revenue to be gone with three years
    • Software-As-A-Service (SaaS) models use common platform to share data instead of having multiple hosted solutions – further drives down costs to users
    • Vendors like SpringCM, Critical Technologies, and others are getting serious investment money, real management teams, and real sales
    Hosted Solutions
    • Microsoft attempting to define ‘ECM’ on their own terms
    ECM Components SharePoint 2007
    • Microsoft attempting to define ‘ECM’ on their own terms
    SharePoint Components Source: Microsoft SharePoint 2007
    • Microsoft attempting to define ‘ECM’ on their own terms
    • Tight integration to Office, Exchange
    • Forms, RM, Portal, etc
    • Outlook becomes the user interface
    • Integrated search
    SharePoint Components Source: Microsoft SharePoint 2007
    • Captures metadata for SharePoint
    • Forces upgrades due to file format
    • Integrates SaveAs to SharePoint
    • Makes it much harder for competitors to displace Office
    Office 2007
    • Will educated users quickly – much faster than AIIM & ARMA
    • Significantly change VAR landscape (especially for vertical)
    • Bring ECM to the SMB market
    • Confuse the customer base
    MOSS Impact
  • Imaging System Sharepoint UI Search RM Sharepoint Storage ECM Storage Microsoft view of ECM Document ERM/COLD
  • ECM Imaging System Sharepoint UI Search RM ECM Storage Sharepoint as ECM Middleware Document ERM/COLD
    • MOSS (Sharepoint) continues to gain installations
    • Little displacement for established larger vendors
    • Significant functional and technical gaps
    • Some pressure on low end vendors
    • Microsoft efforts regarding hosted solutions will either help or hurt ASP/SaaS vendors (but will not be indifferent)
    • MOSS is still a serious threat to ECM industry, but consultants and AIIM largely overstate ‘imminent danger ’
    Microsoft MOSS
    • Some limited ECM consolidation
    • More on the way: Hyland as prep, OpenText eventually
    • Look for ASP/SaaS consolidation quickly as investment dollars drive aggregation
    • Significant action in the service bureau market: including box storage (box storage companies are worth more than software in 2007)
    Industry Consolidation
    • True enterprise deals are forcing very advanced security
      • IRS (Negative TIN check)
      • Financial Services
      • Customer-facing applications
    • Content security is still coming gradually, but laws are already driving issues: “Auditability is key given that 32 states currently have strong data breach laws with both civil and criminal penalties.”
    • New capabilities may be emerging from Adobe that include security and digital rights for paper
  • Smart Copier Adobe’s Vision Secure Document Normal Document Policy Server Normal Document
  • ECM Repository Adobe’s Vision Policy Server
    • Important… but not critical (except for compliance)
    • Increasingly managing non-records & even temporary info
    • Customers largely do not understand issues of records management
    • ARMA is still the source instead of AIIM
    • More content than ever: Wikis/Blogs, video, VOIP, SMS, instant messages, e-mail, etc.
    • RM is probably still the single biggest driver for enterprise deals (vs. departments)
    Records Management
    • Advances are more to help in the demo than to help the user with an actual business problem
    • Pace of industry innovation has slowed
    • Products basically work/look the same
    • Most products now use SOA or are migrating
    • Enhanced browser functionality (i.e., containers, AJAX)
    • Search improves, but incrementally (crawlers emerging)
    • XML making progress, OpenDoc unclear
    Technology Changes
    • iPhone (and iPod) demonstrates that superior user interface can rapidly increase market share even against established standards
    • Microsoft Surface is example of potential interface to significantly change ECM
    • New 3D technology is another possibility
    New Interfaces
  • Microsoft Surface
  • Surface for ECM
  • Surface for ECM
  • Surface for ECM
  • Surface for ECM
  • Surface for ECM
  • Surface for ECM
  • Are you looking for Nick Loy’s police records? Surface for ECM
  • 3D Displays
  • Image copyright by ACM, 2002 3D Displays
  • 3D Displays
    • Search – Still important, but no clear market leaders emerging for inside firewall
    • Classification – Increasingly important because of unstructured data, but tools aren’t gaining market share
    • Funding is there for RM (especially with compliance), but vast gaps in how to solve the problem: “No one really knows how to do Enterprise Records Management yet, but everyone likes to listen to consultants explain it.”
  • Dan Elam [email_address] 804-342-7400 For More Information