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ECM 101: Enterprise Content Management Meets Open Source

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Session delivered to the Ontario Linux Fest, Toronto, Canada - October 24, 2009

Cheryl McKinnon, CMO @ Nuxeo
www.nuxeo.com

Published in: Technology, News & Politics
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ECM 101: Enterprise Content Management Meets Open Source

  1. 1. Enterprise Content Management meets Open Source Cheryl McKinnon, CMO @ Nuxeo [email_address] Or Twitter @CherylMcKinnon ECM 101
  2. 2. What is ECM? <ul><li>Enterprise Content Management
  3. 3. Accepted definition:
  4. 4. AIIM (The ECM Association – aiim.org)
  5. 5. “ the strategies, methods and tools used to capture, manage, store, preserve, and deliver content and documents related to organizational processes. ECM tools and strategies allow the management of an organization's unstructured information, wherever that information exists” </li></ul>
  6. 6. What is ECM? <ul><li>Evolving technology category since 2000
  7. 7. Intended to create umbrella group over point solutions for: </li></ul>Document Management, Records Management, Workflow, Search, Capture/Scanning, Basic Collaboration, Publishing, Archiving
  8. 8. What is ECM?
  9. 9. Why Think About ECM Now? Disruptive Forces are At Play <ul><li>Uncertainty about Economy
  10. 10. Demographic Shifts in the Workplace
  11. 11. Rise of Web 2.0, Mobile & Social Content in Business
  12. 12. Changing Laws & Regulations </li></ul>
  13. 13. Why Do Companies Use It? 1. Productivity Gains 2. Cost and Risk Reduction
  14. 14. Why Do Companies Use It? Productivity Gains: <ul><li>Users find right/accurate information
  15. 15. Automate routine tasks / transactions
  16. 16. Work electronically with distributed teams
  17. 17. Stop reinventing the wheel
  18. 18. Protect & preserve corporate memory </li></ul>
  19. 19. Why Do Companies Use It? Risk/Cost Reduction <ul><li>Meet external legal/regulatory needs
  20. 20. Eliminate duplicate / obsolete content
  21. 21. Audit information activity trail
  22. 22. Granular security on electronic content </li></ul>
  23. 23. Elements of ECM <ul><li>Capture / Create
  24. 24. Integration to mainstream authoring tools
  25. 25. Batch import
  26. 26. E-mail capture
  27. 27. Check-in/Check-out </li></ul>
  28. 28. Elements of ECM <ul><li>Share/Collaborate
  29. 29. Team Workspaces
  30. 30. Discuss and Comment
  31. 31. Version Control
  32. 32. Annotation and Markup
  33. 33. Unique URLs for Content </li></ul>
  34. 34. Elements of ECM <ul><li>Process / Review
  35. 35. Ad-hoc or templated workflow
  36. 36. Push Content to Reviewers
  37. 37. Manage Deadlines
  38. 38. Assign Tasks
  39. 39. Preview diverse formats </li></ul>
  40. 40. Elements of ECM <ul><li>Publish/Archive
  41. 41. Approved & Final Content Made Available to Users
  42. 42. Simple Push to Intranet, Extranet, other Repositories
  43. 43. Manage Storage & Retention
  44. 44. Align Lifecycle with Policies </li></ul>
  45. 45. Elements of ECM <ul><li>Search / Find
  46. 46. Retrieve Content via Query: Metadata, Text, Subject
  47. 47. Save/Share Routine Searches
  48. 48. Develop Virtual Folder Structures / Taxonomy
  49. 49. Tagging for User Generated Metadata </li></ul>
  50. 50. Open Source Market Overview <ul><li>Will 2010 be the Breakout Year?
  51. 51. Leading Industry Analysts Tracking Open Source ECM Vendors formally
  52. 52. Small but growing overall market share
  53. 53. Time for new approach to ROI measurement
  54. 54. Education and FUD reduction essential to Open Source acceptance </li></ul>
  55. 55. Who is Nuxeo? <ul><li>Founded in 2000
  56. 56. Widely Deployed in Europe
  57. 57. Opened North American Operations in 2009
  58. 58. Dedicated to Enterprise Content Management
  59. 59. Available under LPGL
  60. 60. Galaxy Partner Program for Integrators/ISVs </li></ul>
  61. 61. Want to Learn More? <ul><li>Our blogs </li><ul><li>http://blogs.nuxeo.com/ </li></ul><li>Download Nuxeo DM 5.3 or try our Cloud Edition </li><ul><li>http://www.nuxeo.com/en/downloads </li></ul><li>Read analyst opinion </li><ul><li>http://www.nuxeo.com/en/downloads/white-papers/butler-form </li></ul><li>Contact us </li><ul><li>http://www.nuxeo.com/en/about/contact </li></ul></ul>

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