• Save
So You Bought Oracle Ecm
Upcoming SlideShare
Loading in...5
×
 

So You Bought Oracle Ecm

on

  • 2,056 views

 

Statistics

Views

Total Views
2,056
Views on SlideShare
1,515
Embed Views
541

Actions

Likes
0
Downloads
0
Comments
0

1 Embed 541

http://www.fishbowlsolutions.com 541

Accessibility

Categories

Upload Details

Uploaded via as Microsoft PowerPoint

Usage Rights

© All Rights Reserved

Report content

Flagged as inappropriate Flag as inappropriate
Flag as inappropriate

Select your reason for flagging this presentation as inappropriate.

Cancel
  • Full Name Full Name Comment goes here.
    Are you sure you want to
    Your message goes here
    Processing…
Post Comment
Edit your comment

So You Bought Oracle Ecm So You Bought Oracle Ecm Presentation Transcript

  • So You Discovered You Own Oracle ECM.Now What?
    billycripe
    fishbowl solutions
  • PROLOGUE
  • ORACLE E20 ACE
    BLOGGER
    AUTHOR
    ME
    PHILOSOPHER
    MARKETING VP
    TWEETER
  • EXPERTS
    EXPERIENCED
    ADVOCATES
    M
    PARTICIPANTS
    CONSULTANTS
    E
    PASSIONATE
    USERS
    STAKE HOLDERS
    DEVELOPERS
  • EXPERTS
    EXPERIENCED
    ADVOCATES
    ORACLE E20 ACE
    BLOGGER
    AUTHOR
    M
    PARTICIPANTS
    ME
    CONSULTANTS
    E
    PHILOSOPHER
    PASSIONATE
    USERS
    MARKETING VP
    STAKE HOLDERS
    DEVELOPERS
    TWEETER
  • CHAPTER 1
  • AGENDA:
    60 MINUTES
    6 LESSONS
  • CAME WITH SOA OR WEBCENTER OR APPS -you think those restricted use licenses might be useful…
    EULA-made your rep happy
    How did You Get Oracle ECM?
    INHERITED– congrats on that promotion, now it’s your problem
    BOUGHT DIRECT-you have some idea of what you want to do
  • SOLUTION?
    PLATFORM?
    DO YOU KNOW WHAT YOU HAVE?
    SYSTEM?
    BUSINESS PROCESS?
    INFRASTRUCTURE?
  • A LITTLE STORY
  • YOU WALK INTO A BIG BOX FIX-IT STORE AND SEE THE FANCY BATHROOM DISPLAYS…
    Cool Fixtures
    Latest Materials
    Fancy Presentation
  • NOTHING UNDERNEATH
  • SO YOU WALK OVER TO THE PLUMBING SECTION AND SEE COOL PIPES
    Great Flow
    Highly Efficient
    Amazing Capacity
    Long Lasting
    Incredibly Flexible
    Some Even Fit Together
  • NOTHING
    ON TOP
  • SO WHERE DOES YOUR SH*T GO?
    VS
  • IT DOESN’T MATTER
    EITHER WAY IT STILL STINKS
  • “Oracle Content Management provides leading-edge solutions for all types of content management needs. From file server consolidation to sophisticated multisite web content management, Oracle Content Management provides a robust, scalable solution, along with a powerful INFRASTRUCTUREthat allows you to create content-enabled applications. ”
    OTN ECM HOME PAGE
    http://www.oracle.com/technetwork/middleware/content-management/overview/index.html
  • INTERFACE WITHOUT INFRASTRUCTURE LEAVES YOU WITHOUT A PLACE FOR YOUR CRAP
    INFRASTRUCTURE WITHOUT INTERFACE LEAVES YOU WITH CRAP ALL OVER
    LESSON 1:
    ORACLE ECM IS INFRASTRUCTURE
  • CHAPTER 2
  • INFRASTRUCTURE vs SOLUTION
    CONSIDER MOBILE DEVICES LIKE ANDROID AND iPHONE
    if you’ve never downloaded or bought an app you’ve overpaid for a phone
    iPhone and Android are infrastructure platforms
    easy solution (app) development
    limited in scope but useful/entertaining/desirable in essence
    when you buy the platform you need to buy or build the app
    apps are inexpensive because they’re relatively small, lightweight and targeted
  • INFRASTRUCTURE NEEDS INTERFACES
    LESSON 2:
    ORACLE ECM NEEDS APPS EQUIVALENT
    YOU’LL NEED TO BUILD OR BUY THOSE…
  • CHAPTER 3
  • WHAT CAN ORACLE ECM DO?
    file server consolidation, multisite web content management, extract, convert and view the content of over 500 unstructured file formats, Capture Analyze, recognize and categorize, integrate with erp and crm, records and lifecycle policy, Information security technology, imaging and business process management, digital asset management, portals, workflow, version control, metadata management, document authoring, information lifecycle, digital archiving, dynamic conversion, usage reports, idm active directory ldap integration, web sites, scheduled publishing, subscriptions, distributed file storage, hierarchical security, acls, accounts role based security, indexing, ap process queuing, high volume ingestion, physical records management, policy screening, legal holds, compliance reporting, audit tracking, digital signatures, approval gathering, document sharing
    OTN ECM HOME PAGE & Sub Pages
    http://www.oracle.com/technetwork/middleware/content-management/overview/index.html
  • WRONG QUESTION.
  • ORACLE ECM IS DROWNING IN FEATURES
    FEATURES AND CAPABILITIES
    YIELD POTENTIAL
    THE POTENTIAL IS MASSIVE
    HOWEVER…
  • POTENTIAL ALONE IS NOT ENOUGH
    WHAT OUGHT WE DO WITH ORACLE ECM?
    RIGHT QUESTION.
  • PEOPLE ARE LESS LIKELY TO ENGAGE IN THE DESIRED BEHAVIOR WHEN OVERWHELMED WITH OPTIONS
    LESSON 3:
    YOU NEED AN IDEA & A LAUNCHING PAD
  • CHAPTER 4
  • CONTENT STRATEGY
    solutions must
    ADDRESS THE SPECIFIC PAIN POINTS
    ACHIEVE REAL, INCREMENTAL SUCCESS
    & DON’T REINVENT THE WHEEL
    context must
    BE SCOPED ACCURATELY
    INFORM YOUR INFORMATION ARCHITECTURE
  • Solution focus driving Market
    Alan Pelz-Sharpe - RSG
    “Those who really are looking at true enterprise/organization-wide projects are engaging with ECM suite vendors such as IBM, Oracle, Open Text and EMC. But a much larger number of buyers are interested in addressing specific pain points such as accounts payable, case management, HR administration, etc.”
  • Portal
    Holistic approach is best
    Think information
    Then think Use
    Then think customization
  • CONTENT STRATEGY
    SOLUTION STARTER SELECTION CRITERIA
    1
    MODERATE - HIGH VISIBILITY
    • Visibility comes with participants
    • The more participants, the more “social”
    • Tangential & indirect participation (e.g. awareness) is still social
    RECOMMENDATION: SOCIAL & E20 are keywords You should hone in on
    RESULT: Puts your ECM project on the map
  • CONTENT STRATEGY
    SOLUTION STARTER SELECTION CRITERIA
    2
    MODERATE TOLERANCE FOR CHANGE
    • Change is tolerated by hurting people
    • Change is tolerated by those familiar with what is changing
    • Change is tolerated when people see what is at stake
    RECOMMENDATION: Engage tech champions, solve one hurt for a person, build in feedback and reporting so you can see the real time results
    RESULT: Materially affects users and secures their engagement in the project
  • CONTENT STRATEGY
    SOLUTION STARTER SELECTION CRITERIA
    3
    SPECIFIC TARGETED BEHAVIOR
    • Always ask, “To what ends?” or “For what?”
    • Avoid buzzword “solutions” unless you…
    • Trace the buzzy technology back to a purpose
    RECOMMENDATION: Start with a business process because it is based on a behavioral objective
    RESULT: Allows Pro Forma ROI calculation and enumeration of soft benefits
  • CONTENT STRATEGY
    SOLUTION CONTEXT CRITERIA
    1
    END USER | DEPARTMENT | ENTERPRISE
    • End Users care about “their stuff” and “their tasks” some of which roll up into…
    • Departments care about executing their areas of responsibility more effectively, efficiently, at a lower cost which, if done well informs the
    • Enterprise cares about ROI, governance, and risk mitigation
    RECOMMENDATION: One size does not fit all. Don’t try. You will Fail
    RESULT: Solution designed for the appropriate context
  • CONTENT STRATEGY
    SOLUTION CONTEXT CRITERIA
    2
    WANTS OF THE END USER | DEPARTMENT | ENTERPRISE
    • End users want CONVENIENCE - minimally disruptive, in the flow, quick, few fields
    • Departments want EFFICIENCY - reporting, distribution, ensured delivery
    • Enterprise want IMPACT – consistency in execution, ROI
    RECOMMENDATION: Identify the context into which your solution falls, then create a (small) solution/project governance layer for the next level up
    RESULT: Proof of the value at the next level secures results, accountability and funding the next time.
  • CONTENT STRATEGY
    SOLUTION CONTEXT CRITERIA
    3
    IA OF THE END USER | DEPARTMENT | ENTERPRISE
    • End users information architecture values control and privacy
    • Department information architecture values process and infrastructure reuse
    • Enterprise information architecture values cost containment and completeness
    RECOMMENDATION: Create content networks rather than relying on metadata or search alone to filter things for you.
    RESULT: Context is preserved while utility is maximized. WCM has been doing this for years with contribution / consumption architecture.
  • CONTEXT DETERMINES VALUE. PURPOSE INFORMS EVERYTHING YOU DO. EXPOSE IT. IF PEOPLE DON’T KNOW WHY THEY’RE DOING SOMETHING HELP THEM SEE – OR LET THEM STOP DOING IT
    LESSON 4:
    YOU NEED A CONTENT STRATEGY
  • CHAPTER 5
  • EXAMPLES
    Overview: Financial Services
    Oracle ECM: Hundreds of Casual Users
    Pitch Book Creation
    Knowledge Library for Call Center
    Details:
    Presentation Management with PPT bursting and assembly
    Call Center Knowledge Library for on-the-call information
    Fishbowl:
    Solution Design | Implementation | Products Backing Solution
  • EXAMPLES
    Overview: Manufacturing
    Oracle ECM: 650+ Users
    Compliance Policies & Procedures
    Records / Retention Management
    Details:
    Safety Procedure Distribution System
    Automated Audit Check System
    Enhanced User Experience
    IDM Integration
    Single Source of Truth
    Fishbowl:
    Solution Design | Implementation | Products Process Automation Suite,
    AUSM
  • EXAMPLES
    Overview: Engineering
    Oracle ECM: International Engineering Quality Management Process
    Engineering Change Orders
    BOM/List of Affected Parts Reporting
    Quality Control Policies & Procedures
    Integrated with ERP
    Details:
    Streamlined ECO management,
    Reduced International Impact
    ROI from saved cost
    Fishbowl:
    Solution Design | Implementation | Process Automation Suite –
  • EXAMPLES
    Overview: Consumer Goods
    Oracle ECM: thousands of public consumers
    36+ Micro-sites for Brands
    Needed efficient Process for Creating & Updating
    Needed to Change old look & feel
    Needed Better Brand Control
    Details:
    Quick Templating System
    Built–in workflow & Brand control
    Enhanced User Experience – Flash
    End User Contributions
    Content and Asset Reuse
    Fishbowl:
    Solution Design | Implementation
  • EXAMPLES
    Overview: Nuclear Power Utilities
    Oracle ECM: Highly Regulated Environment
    Needed efficient Project Quality Management
    Needed robust audit and reporting
    Details:
    Stage Gate Processes
    IFMS (PSFT) Integration
    Reporting Roll Ups
    Dashboard
    Fishbowl:
    Solution Design | Implementation |Project Automation Suite
  • EXAMPLES
    Overview: B2B Industrial Catalog
    Oracle ECM: Process Centric Environment
    Needed efficient Project Quality Management
    Needed robust audit and reporting
    Details:
    Stage Gate Processes
    ERP (EBS) Integration
    CRM on Demand Integration
    Reporting Roll Ups
    Fishbowl:
    Solution Design | Implementation |Process Automation Suite
  • EXAMPLES
    Overview: GIS Mapping Organization
    Oracle ECM: Information Centric Environment
    Needed full assurance on disaster recovery
    IT led, Executive office visibility
    Details:
    Disaster Recovery Processes, Docs and Assets in ECM
    Hot DR failover
    Remote , Mobile DR Docs Access
    Training
    Fishbowl:
    Solution Design | Implementation | Auto Replication Solution
  • BUILD ON WHAT OTHERS HAVE DONE. LABELS CHANGE BUT INFORMATION ARCHITECTURE OFTEN CROSS-APPLIES TO YOUR NEED
    LESSON 5:
    DON’T REINVENT THE WHEEL
  • CHAPTER 6
  • CAUTION:
    12% of organizations have completed an enterprise-scale ECM project.
    36% of organizations have no ownership at senior executive level... Insufficient awareness by senior managers” is given as the biggest obstacle.
    29% of organizations view internal E2.0 as “imperative” or “significant”…knowledge sharing, team collaboration and project coordination are the main drivers.
    AIIM Market Intelligence: State of the ECM Industry 2010
  • The Cost
    CAUTIONS AND WARNINGS
    $2700 spent per user per year from Lag & Drag
    2.5% of work time is lost to looking for the right information in paper drawers, email and shared drives. This is Search Lag
    3% of work time is spent reinventing the wheel as people move digital bits from one document or form into another.  This is productivity drag.
    Oracle study, us bureau of labor statistics
  • LEAP FROG WHAT OTHER ORGANIZATIONS HAVE IN PLACE BY LEARNING FROM THEIR SUCCESSES AND FAILURES.
    LESSON 6:
    LFMF
  • EPILOGUE
  • 60 MINUTES
    6 LESSONS
    1. ORACLE ECM IS INFRASTRUCTURE
    2. YOU NEED TO BUY OR BUILD APPS FOR ECM
    3. YOU NEED AN IDEA AND LAUNCHING PAD
    4. YOU NEED A CONTENT STRATEGY
    5. DON’T REINVENT THE WHEEL
    6. LFMF
  • FLEXIBILITY MATTERS
    The world has changed and ECM is mature
    Content has a different lifecycle than technology – content should “facilitate change” over the next 5-10 years in aggregate
    Websites are an experience, not an event
    Past performance matters…
    Kurt Roberts,ZDNet, 2010
  • ORCL | EMC | OTEX | AUTONOMY
    ADOBE | IBM | OPENSOURCE
    SHARED NETWORK DRIVES
    INVENTORY
    YOUR INFRASTRUCTURE
    PORTAL MISH-MASH OF JCR STORES
    SHAREPOINT
  • Deployments of ECM are changing. Today, the single ECM system concept is alive in 35 percent of organizations. Yet, linking multiple repositories is becoming more of a goal -- 33 percent of respondentsplan to use a single sign-on portal to link repositories (which could include CRM and ERP content). "We arebeginning to see portals that are document-centric and project-centric such that you can discuss and share with people and access existing apps and set up blogs and search knowledge bases all through a portal which will reach out within other repositories,”
    Successful ECM initiatives involve an intersection of:
    Collaborative thinking, 
    Process thinking, and 
    Control thinking.
    As an industry, we spend most of our time thinking of last two, the president said. However, organizations are now beginning to put very collaborative tools on employee's desktops.
  • The Importance of Context
    Context determines Value
    Workers, and their business roles are the central aspect, with all processes and communication flows either inputs our outputs in context to these roles.  Some examples are:
    Inbound and outbound communication are expanded to include voice and text from any source (unified communications becomes table-stakes).
    Processes are defined, developed and optimized around supporting role execution.
    Composite information dashboards are the interface across systems and processes and deliver in-business-context information on demand.
    Information is organized, trusted, proactively managed and self described.
    Certain basic ECM problems have been “fixed” and no longer top priority ECM issues (retention, disposition, eDiscovery, search result quality).
    Institutional knowledge is managed as knowledge, not documents.
    Content Analytics is the norm where Ontologies describe trusted semantic relationships from both internal and external information sources.
    Processes and system interactions become truly dynamic and can “learn” from historical execution to recommend streamlining options.
    On-premise, appliance, cloud and hybrid delivery models all interoperate and are invisible to end-users.