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IBM ECM & Discovery Strategy

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    Объединение возможностей FileNet и IBM позволяет нашим пользователям иметь широчайший в отрасли выбор технологий. Все ключевые технологии продолжают свое развитие.

    As most organizations are discovering, the use of an Information Lifecycle Management system is no longer an optional or discretionary item, it is vital, necessary and required, which makes its success visible. Or, that approximately 30% of people’s time is spent looking for information? It is no easy feat and is the very thing that keeps us up at night. There is no doubt that we are bombarded with information on a 24/7 basis. What’s worse is that the creation of information continues to multiply and grow with each passing year which is making it a business imperative to find better ways to successfully manage business content. How can a business be competitive if 85% of its content is unstructured and if 42% of its transactions are still paper-based? Not only is it difficult to capture and manage information effectively, but what about the significant amount of time and money lost in terms of employee and organizational productivity? As much as 30% of your staff’s time is spent searching for relevant information? Note also that there are key challenges stemming from the storage and information retention side: the need to keep information to comply with regulations OR to comply with good business practices; the need to protect that information so that it is not inadvertently deleted or modified; etc. Explosive data growth coupled with years of decentralized IT management practices have allowed customers' storage environments to grow out of control. They have evolved into expensive, complex systems with fragmented data and legacy management processes. IBM's Information Lifecycle Management solution is designed to help these customers effectively manage and store their information over its lifecycle based on its value to their business operations. So, lets start with the facts: Storage now accounts for over 15% of total IT budgets Data growth is now estimated at over 50% annually --- The average fortune 500 company is running close to 150TB of storage by now and some industries such as healthcare and life sciences are growing their data at one TB a day. And, in most cases, disk usage is under 50%, with 40% redundancies There are a number of problems at the Enterprise Level: , Most companies’ information storage and management systems are inefficient and fragmented. Most Companies don’t have the ability to manage information based on its value to the business which results in excessive costs and missed service level objectives. In addition, explosive data growth is overloading legacy systems such as resulting in significant performance degradation

    Imagine having 20 content repositories, with a “fire breathing” legal executive asking for compliance guarantees and electronic discovery solutions that are risk free….. [Read quote from Gartner – Toby Bell.] Whether it’s 2 or it’s 20…you have this issue. When it really comes to the forefront is when you have a dept of justice, ministry of justice, chief legal officer, or someone in a legal department, ask you – Do you have control over the documents, e-mails, files, etc. in your organization? Do you know where they are? Can you find and produce them within 48-72 hours to satisfy a legal discovery order? Can you put them on hold (suspend their normal disposition schedule) for as long as they are needed? Are these documents being deleted appropriately and at the appropriate time according to a retention plan and file plan? Unfortunately right now because there are so many repositories in so many different locations around the world, that the answer for most organizations is probably “no.” At some point you have to get control over the content environment and it’s not easy.

    Organizations must also content-enable applications, to improve productivity and decision making by providing the ability to create and leverage relevant content as part of the business process. This includes capturing the content created and received across the organization, and providing integrated access to that content from within existing business applications. In addition, organizations must manage the business processes across these areas, automating and streamlining business activities to improve agility and make better decisions, faster.

    See Add’l Slides Section – “SWG Services and BP Connectors”

    With a holistic view of information, a CSR can provide seamless customer service across different product lines. Venetica allows applications to work across disparate systems, such as those acquired through a merger.

    Drives content management process, manages processes & reduces cycle times Event triggered when object created, modified or deleted Document review & approval Publishing content to Website Applying security to objects Events are scriptable to perform any action Events can be applied to class or individual object level It speeds time to Web providing timely, dynamic and fresh content on site – managed very cost effectively By linking events to the business process, content gets published much quicker Events increase a company’s agility and responsiveness by optimizing the CM process This improves the way decisions are made and increases customer service levels

    Интерфейс создания и работы с автоматизированными бизнес-процессами ( workflow) также доступен на русском языке. На рисунке изображен экран Дизайнера Процессов ( Process Designer).

    of 56

    Main Point : Widgets are a small application or piece of dynamic content that can be easily placed into a web page. Business users can add widgets to a mashup. Part of the value of widgets is that they can be easily connected to each other – sometimes called wiring – where a click in one widget automatically updates a view or function in another widget – this is a very simple interface that business users can drag and drop widgets and easily connect them to create something new.

    1-Build

    1. SENSE: Aggregate & correlate business events form multiple applications BAM integrates with operational applications and legacy systems from other areas in the customer’s environment via standard interfaces Allowsfor the creation of Key Performance Indicators (KPIs) that are more meaningful and useful to the business. BAM receives and retrieves event and context data through agents; gather metrics from External sources and view KPI dashboards 2. CORRELATE: Operational Dashboard provides Always Up-To-Date Visibility: Metrics continuously updated, Correlation X multiple systs Self-Service Interface: Personalizable consoles, Drill down to detailed data, Flexible Business Rules Creation: User defined rule & alert creation, Graphical watch pts Role Based Access & Security: Op visibility by job title or function, Automatic data filtering 3. ESCALAE: Ability to quickly or proactively take direct action, resolve whatever issue or opportunity may exist. The Dashboard will also display alerts to notify, users of issues. An alert can call a business process via XML Web Services. So when a threshold violation causes an alert to be triggered an automatic escalation mechanism is engaged. Allows other events/actions or notifications to be launched automatically – increasing organizational agility Provide true operational performance management (BPM +BAM+Analysis/Reporting+Sim)

    Here is another view that expands on that concept. We’ve already discussed the problem of growing piles of information that are not managed, not searchable and not secure. The first step in getting this information under control is to be able to collect it; by this we mean to define policies and rules and provide a means for the appropriate content to be moved, copied or stubbed into an ECM repository. This capability is provided by an IBM family of Content Collection and Archiving offerings that we’ll describe in detail later in this presentation. The rules and policies, leveraging metadata about the information, can then be applied to put the content where appropriate and to manage as appropriate: eg to put under records management control, to manage for eDiscovery, or to discard. Advanced classification helps to analyze text in e-mail or documents to be able to differentiate say non-critical e-mail or documents from critical ones, and to define different categories or taxonomies of how those documents needs to be handled. Records Management then securely manages retention and disposition for the information in a controlled audited manner. Last but not least a set of eDiscovery tools provides searching and analytics to help automate and optimize the process of responding to legal discovery requests.

    Favorites, Groups & Events

    IBM ECM & Discovery Strategy - Presentation Transcript

    1. FileNet - платформа для консолидации задач по работе с документами и другой неструктурированной информацией Дмитрий Лактионов, IBM SWG [email_address]
    2. План презентации
      • Новости и итоги 2008 года
      • Обзор технологий FileNet
      • Новые технологии:
        • IBM Content Collector
        • IBM Classification Module
    3. IBM ECM - Эволюционный путь развития Сохранение инвестиций Единая архитектура и сервисы Использование лучших решений "Tango" COMPLETE!
    4. TANGO – результаты:
      • Использование FileNet BPM для хранилища на базе IBM Content Manager 8 (CM8)
      • Доступ к ресурсам СМ8 через UI FileNet
      • Реализация Active Content для CM8
      • Интеграция с collaboration- средствами ( SharePoint & QuickR )
      • Интеграция с новыми технологиями ICM & ICC
      • и т.д.
      "Tango" COMPLETE!
      • 2008 ключевые моменты
        • SharePoint для P8
        • P8 4.5 & CM 8.4
        • BPM & FRM для CM8
        • Quickr Services для CM8 и FN P8
        • ECM Widgets
        • CFS теперь входит в FN CM для IBM ECM Repositories
        • P8 BPM & RM для CMOD
        • P 8 zLinux support
      Q2 Q3 Q4 Q1 Platform Workplace XT 1.1.2 ECM Roadmap 2008 Imaging and Report Mgmt Content Management SharePoint for P8 2.2 Quickr for ECM 1.0 P8 4.5 CM 8.4.1 Image Services 4.1.2 OnDemand MP 8.4.1 P8 4.5 Workplace XT 1.1.3 CFS 4.5 Content Integrator 8.5 lanned Projected Released Capture 5.2 OnDemand i5 6.1 ISRA 3.4 WEBi 1.0.3 ECM Widgets 4.5
    6. Обзор технологий FileNet
    7. Вводные данные . . . Источник : IBM & Industry Studies, Customer Interviews 30% рабочего времени затрачивается на поиск 85% информации - неструктурированная IT в поиске средств минимизации расходов, стандартизации и повышения эффективности 60%-80% сотрудников не могут найти необх. инф. 81% бизнеса связаны с использованием нестр. информ. 64% - ежегодный прирост информации Свыше 15% IT бюджета тратится на закупку новых хранилищ В среднем для Fortune 500 объем хранилищ составляет ~150TB Объем хранилищ измеряется в TB, PB & Exabyte
      • 8 8 % компаний имеют более одного хранилища
      10+ 7 to 9 4 to 6 2 to 3 1 10% 11% 27% 40% 12% Число хранилищ Вводные данные (2)
    9. Структура решения IBM ECM User Services Federation / Integration SERVICES Application Services Records & Retention Management Forms Management Report Management Web Content Management Image Capture Document Management e-Mail Management and Compliance Search & Discovery Business Process Management Collaboration & Communication Digital Asset Management CLIENTS Portals & Web Apps LOB & ISV Solutions Desktop Applications REPOSITORIES IBM FileNet Repository IBM Content Mgr Repository Additional Content Sources Storage Services Storage Services Compliance Tiered Storage Data Management Mgmt Console SVC - Virtualization
    10. «Лоскутная технология» Департамент HR Департамент N LDAP / Каталог пользоват. Image Capture and Long-Term Storage Server Storage Mgmt System Department N - Capture Image Capture Image Processing Image Release User Access Search & Retrieval Image Capture and Long-Term Storage Server Storage Mgmt System Desktop Capture & Index Batch Capture and Index User Access Search & Retrieval Desktop Capture & Index HR Department - Capture Image Capture Image Processing Image Release Batch Capture and Index
    11. Слабые места
      • Нет единого стандарта
      • Нет корпоративного каталога и классификаторов документов
      • Дублирование информации
      • Низкая доступность информации
      • Нет сквозного поиска
      • Большие инфраструктурные затраты
    12. Решение в рамках единой платформы Департамент HR User Access Search & Retrieval Desktop Capture & Index HR Department Content Management Briefing LDAP / Каталог польз. Long-Term Storage and Retrieval Server Centralized Storage Mgmt System Filenet Department N Департамент N Department N - Capture Image Capture Image Processing Image Release User Access Search & Retrieval Desktop Capture & Index Batch Capture and Index HR Department - Capture Image Capture Image Processing Image Release Batch Capture and Index
    13. Слабые места
      • Нет единого стандарта
      • Нет корпоративного каталога и классификаторов
      • Дублирование информации
      • Низкая доступность информации
      • Нет сквозного поиска
      • Большие инфраструктурные затраты
      • Кроме того ...
    14. IBM Content Federation
      • Готовые модули сопряжения (конекторы)
        • Работают в реальном времени
        • Предоставляют доступ к контенту, процессам и другим функциям подключаемых систем
        • Доступны для большинства основных коммерческих систем
      • SDK для создания конекторов к уникальным системам
        • Documentum Content Server, FileNet Content Services, FileNet Image Services, FileNet P8 Content Manager, FileNet P8 Business Process Manager, Hummingbird DM, IBM DB2 Content Manager, IBM DB2 Content Manager OnDemand, IBM Portal Document Manager, Lotus Domino Document Manager, IBM Lotus Notes, IBM WebSphere MQ Workflow, Interwoven Teamsite Content Server, Microsoft Index Server, Microsoft Windows SharePoint Services, Open Text Livelink Enterprise Server, Stellent Content Server, File Systems
      INTEGRATION SERVICES Integration Services
    15. Обеспечение единой точки доступа к документам о клиенте вне зависимости от места хранения
    16. “ Active Content”
      • “ Active Content” – встроенная возможность системы автоматически отслеживать события связанные с документами, к примеру:
        • Изменения контента и индексов
        • Создание новых версий
        • Добавление иили удаление
      Событие - изменение Одобрение Рассмотрение и выпуск Update корпоративных систем Email уведомление Запуск процессов
    17. Функциональные задачи для BPM
      • Документ-ориентированные процессы
          • Прием и регистрация документов
          • Согласование договоров и других документов
          • Исполнение и Контроль исполнения
          • Согласование и исполнение заявок
          • Групповая работа над документами
          • и т.п.
      • Автоматизация потоков работ (бизнес-процессов)
        • Проектирование, моделирование, оптимизация и контроль исполнения повседневных бизнес-процессов
        • Симуляция и анализ эффективности
        • Оперативное завершение обработки исключений
        • Интеграции с ERP -системами и другими бизнес-приложениями на уровне выполняемых процессов
        • Обеспечение аудита и исполнения
      • Контроль исполнения и эффективности работы
          • Мониторинг работы исполнителей
          • Автоматическое отслеживание ключевых показателей
          • Сбор аналитических данных и их наглядное представление
    18. Доступны средства графического дизайна процессов
    19. Ролевой подход к разработке BPM приложений Макетирование и описание Изменение и дополнение Annotate Diagram Document Steps Diagram Processes Define UI Define Roles Review Needs Финализация и проверка Simulate Validate Configure Тестирование и запуск Deploy Code Test Business User Business Analyst IT Developer
    20. Уровень бизнес-пользователя
    21. Альтернатива - FileNet Process Modeler for Visio
      • Знакомый интерфейс
        • Microsoft Visio
      • Экспорт моделей BPMN в
        • XPDL
      • Обмен моделями
        • Visio -> Process Modeler
        • Process Modeler -> Visio
      • Возможность преобразования
        • Существующие модели Visio конвертируются в XPDL
    22. Аналитик
    23. IT- Simulation Tab
    24. IT – создание интерфейса
    25. Использование Mashups, Widgets, RSS в создании UI
    26. Быстрая разработка приложений BPM
      • Ускорение создания BPM приложений в несколько раз
      • Возможности настройки
      • Идеальное средство для Case-based приложений
        • Готовое хорошо кастомизируемое решение
        • Единая концепция BPM приложений
    27. BPF дизайнер
    28. Заявка John , Field Agent Claim Processed docs FileNet BPM как сервис для внешних приложений Lisa, Claims Adjustor WebSphere Process Server Bob , Customer Service Оценка рисков event FileNet P8 BPM Обраьотка страховых заявлений Fraud Investigation Process Процесс оплаты Maria , Fraud Investigator WSRR Service Metadata & Registry Service lookup & invocation APPLICATIONS SIEBEL SAP Application Adapters
      • Auto Claim Folder
      • Form
      • Images, …
      FileNet P8 Content Repository add
    29. Контроль за исполнением процессов Real-time данные Показатели и критические уровни
    30. Расширенный контроль на пользовательском уровне Контроль Реакция Анализ - - E-Mail Сообщение SMS Page Старт процесса Web Service Analysis Drill Down Dashboard Events/metrics Legacy Apps External FileNet BPM Process Server
    31. Интеграция с collaboration- средствами
      • Ситуация :
      • Растущие разрозненные “ островки ” информации
      • Данный контент не контролируется
      • Желание пользователей работать через привычные для них интерфейсы
      • Возможности :
      • Доступ к контенту из любой точки
      • Расширение возможностей
      • Единая система хранения
      • Работа в рамках корпоративных стандартов и с использованием корпоративных процессов
      • Новые технологии:
        • IBM Content Collector
        • IBM Classification Module
    33. IBM Content Collector I СС Content Collection Долговрем. Архив Оперативн. Архив Классификация 1 3 2 4
    34. IBM Classification Module
    35. Самообучаемость Classifier Unclassified text Training Set Category 1 Category 2 Category 3
    36. Спасибо !

    + IBM IBMIBM IBM, 5 months ago

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    IBM ECM & Discovery Strategy

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