BLUG 2013: Social Document Management in IBM Connections
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BLUG 2013: Social Document Management in IBM Connections

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Folksonomy versus Taxonomy, Social Document management in IBM Connections: ...

Folksonomy versus Taxonomy, Social Document management in IBM Connections:
With the rise of social business and platforms like IBM Connections, many companies are re-evaluating their document strategies. Ideals of employee-driven sharing, tagging and folksonomies are desired, but is all documentation really suited for the freedom of ‘social’? Do some types require more structure, process and control? If so, how do you determine this and integrate it with your social ambitions? This session will cover the principles of document management and social file-sharing and explain how the newly announced IBM Connections Content Manager fit into that, what it means and what it will add to Connections.

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BLUG 2013: Social Document Management in IBM Connections BLUG 2013: Social Document Management in IBM Connections Presentation Transcript

  • Folksonomy vs Taxonomy Social Document Management in IBM Connections Femke Goedhart | Business ConsultantSaturday, March 23, 13
  • Business Consultant Social Business Document Management Collaboration Silverside is an IBM Premier Business Partner in The Netherlands. Making a difference in building Social solutions & adoption of collaborative software Twitter: @FemkeGoedhart LinkedIn: http://nl.linkedin.com/in/femkegoedhart Blog: http://femkegoedhart.com Slideshare: http://www.slideshare.net/femwareSaturday, March 23, 13
  • Agenda Evolution of information management Social document management Document Management spectrum What’s new with CCM? StrategiesSaturday, March 23, 13
  • Agenda Evolution of information management Social document management Document Management spectrum What’s new with CCM? StrategiesSaturday, March 23, 13
  • 1960-1975 5Saturday, March 23, 13
  • 1975-2001 6Saturday, March 23, 13
  • 2001-2015 7Saturday, March 23, 13
  • Data Information Knowledge 8Saturday, March 23, 13
  • Company End User 9Saturday, March 23, 13
  • Top down Bottom up 10Saturday, March 23, 13
  • Name Number City Country John +1 702 022 Boston USA 112 Anna +31 754 Amsterdam Netherlands 442112 ERP Sue-Ann +44 64 425 London UK 234 Mitchel +1 702 422 New York USA 317 File Management Collaboration 11Saturday, March 23, 13
  • Systems of Record Systems of Engagement 12Saturday, March 23, 13
  • 1986 99% 1% Information explosion 2002 Digital versus Analog 51% 49% 2007 6% 94% 2020 13Saturday, March 23, 13
  • Taxonomy (Social) Document Management Folksonomy 14Saturday, March 23, 13
  • Agenda Evolution of information management Social document management Document Management spectrum What’s new with CCM? StrategiesSaturday, March 23, 13
  • Strategies, Methods & Tools To ECM= CAPTURE MANAGE STORE PRESERVE DELIVER Content 16Saturday, March 23, 13
  • CAPTURE MANAGE STORE Document PRESERVE Management DELIVER CAPTURE MANAGE STORE Content PRESERVE Management DELIVER Scalable?
  •   ->
  •   Enterprise Content Management 17Saturday, March 23, 13
  • Social elements Tagging Commenting Recommendations Interaction history Sharing Collaboration 18Saturday, March 23, 13
  • Simultaneous editing : IBM Docs® 19Saturday, March 23, 13
  • Document Management elements Check-in/Check-out Versioning Workflow/BPM Security Search & navigation 20Saturday, March 23, 13
  • Document types & Meta data 21Saturday, March 23, 13
  • Document types determine validation, meta data and processing needs field validation ensures compliance Lifecycle management allows for controlled publishing Meta data fields ensure correctly formatted input 22Saturday, March 23, 13
  • ?
  •    ? y ? h ? But also.... 
  •   W ng ? lo at 
  •    h w W ho For
  •    Compliance Regulation Legislation 23Saturday, March 23, 13
  • An example... 24Saturday, March 23, 13
  • 1.0 PRODUCTION 2.0 Released Released version 1.0 version 2.0 1.3 Approval 1.1 1.2 Customer RFC Lifecycle Management 25Saturday, March 23, 13
  • 1.0 1 1.1 2 Version: 1, 2, 3, 4... 1.2 Version: 1.0, 1.1, 1.2, 2.0... 3 4 2.0 26Saturday, March 23, 13
  • 01-02-2013 Jan 2nd or Feb 1st? 27Saturday, March 23, 13
  • Agenda Evolution of information management Social document management Document Management spectrum What’s new with CCM? StrategiesSaturday, March 23, 13
  • Company End User 29Saturday, March 23, 13
  • Company Long term Instant End User 30Saturday, March 23, 13
  • Company Long term Instant Document Document Sharing Collaboration End User 31Saturday, March 23, 13
  • Company Enterprise Content Document Point Management Solutions Long term Instant Document Document Sharing Collaboration End User 32Saturday, March 23, 13
  • Company Enterprise Content Document Point Management Solutions (IBM FileNet, IBM (integrated business Content Mgr, Docova) tools) Document Collaboration Document Sharing (IBM Connections, (file system, Dropbox) Quickr) End User 33Saturday, March 23, 13
  • Enterprise Content Document Point Management Solutions Document Document Sharing Collaboration 34Saturday, March 23, 13
  • Document Libraries Manage & control documents and IBM ensure trustworthiness Community Files Personal Files Share, collaborate and relate files Store my files 26 35Saturday, March 23, 13
  • 36Saturday, March 23, 13
  • 37Saturday, March 23, 13
  • Excerpt of Dropbox Terms of service as of Jan 2013 38Saturday, March 23, 13
  • Agenda Evolution of information management Social document management Document Management spectrum What’s new with CCM? StrategiesSaturday, March 23, 13
  • Bookmarks Save, share, and discover bookmarks Blogs Profiles Present your own ideas, and learn from others Find the people you need Files Post and share, documents, presentations, Communities images, and more Work with people who share common roles and expertise Document / Linked Libraries Securely manage and collaborate on business documents Wikis Create web content together Home page See whats happening across your Activities social network Organize your work and tap your professional network Social Analytics Discover who and what you Forums don’t know via Exchange ideas with, and benefit from the expertise of others recommendations Micro-blogging Media Gallery Reach out for help your social network Add sizzle by sharing rich media like Photos and Videos Ideation Blogs Create ideas and leverage the crowd to develop them 40Saturday, March 23, 13
  • Document Meta data & Documents types Approval cycles Field validations ‘Breadcrumb trails’/taxonomy Soft deletion / trash can Lifecycle management & draft editing 41Saturday, March 23, 13
  • Views Nested folders “Move to folder” Additional views like “My documents/pending approval”, “My documents modified in the last week”, “My drafts”, etc 42Saturday, March 23, 13
  • Review & approval 43Saturday, March 23, 13
  • Integration with the activity stream 44Saturday, March 23, 13
  • Document type & review set per library 45Saturday, March 23, 13
  • Integrated search 46Saturday, March 23, 13
  • Administration Library creation from within Community Option to limit allowed document type Enforcing approval cycles per Library Multiple libraries per community Security per folder 47Saturday, March 23, 13
  • Libraries versus Linked Libraries Security Control & administration Relation to community 48Saturday, March 23, 13
  • Social Content Management People Centric Open and collaborative Traditional ECM Community oriented Document Centric Infrastructure and Centralized Content in context... user tags & ratings Ad-hoc Collaboration Metadata oriented Inside and outside the firewall Inside the firewall 49Saturday, March 23, 13
  • Company Enterprise Content Document Point Management Solutions Document Document Sharing Collaboration End User 50Saturday, March 23, 13
  • Files Post and share, documents, presentations, images, and more Document / Linked Libraries Securely manage and collaborate on business documents Document Libraries Manage & control documents and CM ensure trustworthiness C Community Files Personal Files Share, collaborate and relate files Store my files 26 51Saturday, March 23, 13
  • Installation Integrated install for CCM 52Saturday, March 23, 13
  • Installation Or by utilizing an existing Filenet environment 53Saturday, March 23, 13
  • Agenda Evolution of information management Social document management Document Management spectrum What’s new with CCM? StrategiesSaturday, March 23, 13
  • What do you need...? 55Saturday, March 23, 13
  • Codification Personalization 56Saturday, March 23, 13
  • standard or customized? mature or innovative? explicit or tacit? Codification Personalization 57Saturday, March 23, 13
  • Codification Enterprise Content Management Document Collaboration Personalization 58Saturday, March 23, 13
  • Codification Enterprise Content Management 80 ? 2 0 - Document Collaboration Personalization Both
  •   are
  •   important!
  •    59Saturday, March 23, 13
  • Where to from here...? http://ecm3.org/ 60Saturday, March 23, 13
  • Maturity levels: Various solutions, policies and procedures are in the process of being implemented but without a broader Information is managed strategy. Lifecycle Content management fully enabled locally and individually management is still in it’s in a flexible and integrated infancy. architecture allowing for quick implementation of new content and technology Content is managed pervasively and Document management is incorporates social/collaborative emerging but still poorly used content management. Lifecycle management and retention have been covered. Source: ECM3 Model http://ecm3.org/ 61Saturday, March 23, 13
  • Categories & Dimensions: Human IT Expertise Business Expertise Process Alignment Information Content/Metadata Depth Governance Re-use Findability Systems Scope Breadth Security Usability Source: http://ecm3.org/ 62Saturday, March 23, 13
  • 63 Source: ECM3 Model http://ecm3.org/Saturday, March 23, 13
  • 64 Source: ECM3 Model http://ecm3.org/Saturday, March 23, 13
  • BE PRAGMATIC 65Saturday, March 23, 13
  • Plans IBM Connections 4.5 IBM Connections 4.5 + Connections Content Manager IBM Connections Suite IBM Connections Suite IBM Connections 4.5 IBM Connections 4.5 IBM Connections 4.5 Connections Content Connections Content Manager Manager Sametime Advanced Sametime SUT Lite IBM Docs 66Saturday, March 23, 13
  • Quickr to social? IBM Connections 4.5 1:1 entitlement Quickr Connections Content Manager 67Saturday, March 23, 13
  • Agenda Evolution of information management Social document management Document Management spectrum What’s new with CCM? Strategies Questions?Saturday, March 23, 13
  • Thank you! Twitter: @FemkeGoedhart LinkedIn: http://nl.linkedin.com/in/femkegoedhart Blog: http://femkegoedhart.com Slideshare: http://www.slideshare.net/femware 69Saturday, March 23, 13