ECM as a Platform - Next Generation of Enterprise Content Management - Nuxeo Webinar Series

ECM as a Platform for Content Applications: The Next Generation of Enterprise Content Management Cheryl McKinnon - CMO, Nuxeo @CherylMcKinnon cmckinnon@nuxeo.com May 27, 2010 Open Source ECM Thursday, May 27, 2010

May 2010 - Milestone in Information Management 2 Open Source ECM Thursday, May 27, 2010

Today - Convergence of Disruptive Factors in ECM • CMIS (Content Management Interoperability Services) Standard is ratiﬁed • Release of Microsoft Sharepoint 2010 • Signals from legacy ECM Leaders that market is beginning to fragment and change 3 Open Source ECM Thursday, May 27, 2010

Today - Convergence of Disruptive Factors in ECM • Information management is no longer a frill in the knowledge economy • It is a fundamental infrastructure element • World of work is increasingly lean, mobile, social and interoperable • ECM architectures of the ‘90s reaching end of life • Governments and businesses know their requirements better than software vendors 4 Open Source ECM Thursday, May 27, 2010

Today - Second Generation of ECM Deployments • AIIM - May 2010 Market Intelligence Report • 35% of Respondents are deploying new Enterprise Content Management systems over next 12-18 months • 64% of Respondents would consider using Open Source ECM software products • Software as a Service ECM alternatives expected to double over 12-18 months - up to 12% will use SaaS 5 Open Source ECM Thursday, May 27, 2010

Today - Second Generation of ECM Deployments • Gartner - April 2010 • Gartner has seen a sustained rise in open source content management offerings during the past 2 years • 90% driven by perception of cost savings - also increased core maturity of available products, better ﬂexibility and innovation • “How to Determine if Open Source Makes Sense for your Content Management Strategy Publication Date: 15 April 2010/ID Number: G00175045 6 Open Source ECM Thursday, May 27, 2010

CMIS - Content Management Becomes Interoperable 7 Open Source ECM Thursday, May 27, 2010

Open Standards / Open Source • Taking our Digital Footprint Seriously • Long Term Preservation • PDF/A • Era of Information Overload becomes Dark Ages 2.0? • Broad, accessible software source code • User and developer community “future-proofs” against vendor merger and acquisitions or proprietary ﬁle types • Public sector, large organizations, archives can assert control over their digital content requirements 8 Open Source ECM Thursday, May 27, 2010

CMIS - Background • Original Concept as an AIIM Committee in 2006 • “Interoperable Enterprise Content Management - iECM” • Kick off meeting - vendors, academics, end-users • Three vendors created own project • Microsoft, EMC, IBM • Expanded to 7 vendors 9 Open Source ECM Thursday, May 27, 2010

Background • Draft speciﬁcation submitted to OASIS in 2008 • Strong participation and collaboration among 19 vendors • Final public draft in January 2010 • Ratiﬁcation on May 4, 2010 10 Open Source ECM Thursday, May 27, 2010

CMIS: Why and What? • Statement of Purpose • Deﬁne a domain model that can be used by applications to work with one or more Content Management systems • Data Model, Abstract Capabilities, Set of Bindings • Problem of “islands of incompatible systems” making it difﬁcult for organizations and application developers to integrate content across and among systems 11 Open Source ECM Thursday, May 27, 2010

CMIS: Why and What? Whitepaper - CMIS, by Gilbane Group and OASIS 12 Open Source ECM Thursday, May 27, 2010

CMIS: Why and What? • Use Cases for CMIS 1.0 • Collaborative Content Applications • Portals Leveraging Content Management Repositories • Mashups • Content Repository Search • http://www.oasis-open.org/committees/cmis/charter.php 13 Open Source ECM Thursday, May 27, 2010

CMIS: Why and What? • Secondary Use Cases • Content-centric Workﬂow and BPM • Archival Applications • Compound and Virtual Documents • Electronic and Legal Discovery • Not in 1.0 Scope • RM and Compliance • DAM • WCM • Subscription and Notiﬁcation 14 Open Source ECM Thursday, May 27, 2010

CMIS 1.0 CMIS Client : Portal, Scanning, Content Management or Business Apps CRUD operations Filing Document Metadata Query : CMISQL Folder Checkin, Checkout Relations Renditions Versions ACL REST (AtomPub) or SOAP EMC/ Open Text/ IBM/Filenet Nuxeo Documen- Sharepoint ... Livelink tum 15 Open Source ECM Thursday, May 27, 2010

Emergence of Chemistry • Apache “Chemistry” Emerges as Incubator for CMIS code base • Nuxeo a co-founder in early 2009 with Day Software • SAP contributes to OpenCMIS in 2010 • Active contributions ongoing by Nuxeo, Alfresco, Day, Open Text, SAP 16 Open Source ECM Thursday, May 27, 2010

Emergence of Chemistry 17 Open Source ECM Thursday, May 27, 2010

New Approach to Dealing with Content Silos 18 Open Source ECM Thursday, May 27, 2010

Harvesting the Silos • Finding the common ground across Content Management Repositories • Technical Use Cases • Repository to Repository • Application to Repository • Federated Repositories • http://www.slideshare.net/pie1120/the-point-of-the-content- interoperability-services-cmis-standard 19 Open Source ECM Thursday, May 27, 2010

Harvesting the Silos • Repository to Repository • Publish a document from one repository to another • Example: a document in an ECM system published to a WCM upon approval • Manage corporate records from one centralized repository • Access business records from multiple document repositories in one records system for consistent retention, disposition 20 Open Source ECM Thursday, May 27, 2010

Harvesting the Silos • Application to Repository • Use and consume managed content across other line of business applications • ERP, CRM, case management systems, collaboration tools • Let content ﬂow across its natural horizontal business lifecycle 21 Open Source ECM Thursday, May 27, 2010

Harvesting the Silos • Federated Repositories • Ability to use and consume content across multiple repositories • Appears to end user as one cohesive system • Ability to build single UI to access content in across multiple repositories - entirely different ECM products 22 Open Source ECM Thursday, May 27, 2010

AIIM iECM Demo Server • 5 Separate ECM repositories in a federated Health Care Scenario • Built by Laurence Hart (@piewords) and Thomas Pole (Harris Corp.) • Repositories all hosted by vendors - US, Europe, Cloud 23 Open Source ECM Thursday, May 27, 2010

AIIM iECM Demo Server 24 Open Source ECM Thursday, May 27, 2010

Problem is Not Vendor Lock-in It’s Content Lock-in 25 Open Source ECM Thursday, May 27, 2010

Lowest Common Denominator or Greatest Common Factor? • Basics of the Speciﬁcation • Object Types • Documents, Folders, Relationships, Policies • Each object has an object identity, properties • Objects may an access control list, a content stream or rendition 26 Open Source ECM Thursday, May 27, 2010

CMIS: Real World Content Applications - Today 27 Open Source ECM Thursday, May 27, 2010

Real World CMIS in Action • Content Management Goes Mobile • Android CMIS Broswer • Browse CMIS repository • View Documents • Email Documents • Search • View Document Properties http://code.google.com/p/android-cmis-browser/ 28 Open Source ECM Thursday, May 27, 2010

Real World CMIS in Action • Content Engine behind Web Content Management / Portal Systems • Enterprise Content Management or Digital Asset Management 29 Open Source ECM Thursday, May 27, 2010

Real World CMIS in Action • Business Process Management Engines • Can access content stored in ECM repositories via CMIS • Content moves through business process in context 30 Open Source ECM Thursday, May 27, 2010

ECM - Platforms vs. Suites vs. Condominiums 31 Open Source ECM Thursday, May 27, 2010

ECM Evolving into a Platform for Content Applications • CMIS opens the door to meaningful consumption of content across business processes • Generic deployments of basic document management often don’t meet business requirements • Compliance cudgel often doesn’t work • Productivity is back on the front-burner • CMIS = Fast integrations 32 Open Source ECM Thursday, May 27, 2010

ECM Evolving into a Platform for Content Applications • Recent AIIM Market Intelligence “State of the ECM Industry” 2010 • 34% Respondents have a keen interest in CMIS • But... only 7% plan to adopt over next year • http://www.aiim.org/Research/ECM-State-of- Industry-2010.aspx 33 Open Source ECM Thursday, May 27, 2010

ECM Evolving into a Platform for Content Applications • Vendors with cohesive platforms may be able to be most creative with CMIS • ECM vendors will need to differentiate in new ways • Suite vendors that assembled portfolio via acquisition will take longer to take full advantage of CMIS • Inconsistent architectures and integrations 34 Open Source ECM Thursday, May 27, 2010

Nuxeo ECM: A Platform for Content Applications Construction Media Government Life Sciences Business Solutions Correspondence Contracts Records Invoice Processing Management Management Management Case Structured Horizontal Document Digital Asset Management Document Content Packages Management Management Aggregator Framework Server Nuxeo Enterprise Platform Platform Complete set of components covering all aspects of ECM Content Infrastructure Nuxeo Core Lightweight, scalable, embeddable content repository 35 Open Source ECM Thursday, May 27, 2010

Use Cases: Platform for Content Applications • Turn-key ECM Applications • Document Management, Digital Asset Management, Records Management • Content-Centric Business Applications • Former Described by Gartner as Content-Enabled Vertical Applications (CEVA) - Now “Composite Content Applications” (CCA) • Correspondence Control, Case Management, Contracts Management, Invoice Processing 36 Open Source ECM Thursday, May 27, 2010

Use Cases: Platform for Content Applications • Embedded as a Service • “OEM” content repository • Mobile, ofﬂine applications needing lean, secure document store 37 Open Source ECM Thursday, May 27, 2010

Architecture for 21st Century Content Management Needs • Elements of an ECM Platform • Extensible and ﬂexible Java Architecture • OSGi based component and deployment model • Repository includes embeddable core document services 38 Open Source ECM Thursday, May 27, 2010

Architecture for 21st Century Content Management Needs • Elements of an ECM Platform • Extensible ECM Services documented for development of content applications • Modular UI Building blocks for web, desktop, portal access 39 Open Source ECM Thursday, May 27, 2010

Architecture for 21st Century Content Management Needs • Elements of an ECM Platform • Content Model and Document Type deﬁnitions • Metadata, Vocabulary, Lifecycle conﬁguration • Forms Design and Application Branding 40 Open Source ECM Thursday, May 27, 2010

More Information? Nuxeo - Open Source ECM • Founded 2000, with North American operations established in 2009 • All ECM products available under LGPL with no license costs • Full maintenance and support with Nuxeo Connect subscription services • Rapidly growing channel with Galaxy Partner Program 41 Open Source ECM Thursday, May 27, 2010

More Information? Nuxeo - Open Source ECM www.nuxeo.com White Paper 42 Open Source ECM Thursday, May 27, 2010

Wrap Up / Q&A 43 Open Source ECM Thursday, May 27, 2010

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ECM as a Platform - Next Generation of Enterprise Content Management - Nuxeo Webinar Series

by Nuxeo - Open Source ECM on May 28, 2010

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ECM as a Platform - Next Generation of Enterprise Content Management - Nuxeo Webinar Series — Presentation Transcript