CONFIDENTIAL               EMC User Group Presentation                     Presented By : COSI Consulting                 ...
Contents                Company Overview                Session 1 :: ECM Center Of Excellence in Financial Institutions ...
Company Overview                COSI was founded by a team of professionals with 20-plus years of                 combine...
Selected ClientsCONFIDENTIAL                  3
Key Differentiators                              Establishing Content Management Strategy by adopting the overall corpora...
 Session 1 :: ECM Center Of Excellence in Financial InstitutionsCONFIDENTIAL                                             ...
Overview  Most individual business units within an organization have identical document and content management needs.  How...
Envisioned State                                                      Enterprise Content Management    External view      ...
Critical Success Factors       Clearly Define the Scope of Shared Services                Understand, Define and Communic...
Key Benefits               Improved Business Agility                    Enable potential sharing and cross-selling across...
 Session 2 :: Simplifying Documentum (Case Studies)                   Case Study 1: Implementation of Documentum as a Sh...
Key Challenges       A large investment bank has multiple Document Management Systems including a       home-grown custom ...
Solution Overview   COSI reviewed the challenges and requirements with the client and resolved it by   exposing Documentum...
Solution Implementation   Insight is currently implemented to convert 1000 users who are using a custom DMS   application....
Solution Implementation   Search is integrated with Windows explorer and allows user to perform attributes or full   text ...
Key Benefits       • Increased user adoption - requires one less tool for the users to be         trained on       • Conti...
 Session 2 :: Simplifying Documentum (Case Studies)                   Case Study 2: Enabling attribute based dynamic fol...
Business Need       A large private equity firm is deploying Documentum to support the content       management needs acro...
Implementation of Smart Folder      CORE DOCUMENTUM FOLDER STRUCTURE                                                      ...
Implementation of Smart Folder   COSI implemented a dynamic folder structure that is driven by attributes. This   folder s...
Implementation of Smart Folder   COSI implemented a dynamic folder structure that is driven by attributes. This   folder s...
Contact Information       For More information, please visit       www. cosiconsulting.comCONFIDENTIAL                    ...
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EMC Manhattan Momentum User Group 2011- ECM Center Of Excellence for Financial Institutions– Challenges and Solutions & Simplifying access to Documentum via mapped drive – Case Study of an implementation at a large Investment Bank

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EMC Manhattan Momentum User Group 2011- ECM Center Of Excellence for Financial Institutions– Challenges and Solutions & Simplifying access to Documentum via mapped drive – Case Study of an implementation at a large Investment Bank

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EMC Manhattan Momentum User Group 2011- ECM Center Of Excellence for Financial Institutions– Challenges and Solutions & Simplifying access to Documentum via mapped drive – Case Study of an implementation at a large Investment Bank

  1. 1. CONFIDENTIAL EMC User Group Presentation Presented By : COSI Consulting New York, NY 13th October 2011
  2. 2. Contents  Company Overview  Session 1 :: ECM Center Of Excellence in Financial Institutions  Session 2 :: Simplifying Access to Documentum  Case Study - Deploying to a diverse community at a large Investment Bank  Case Study – Improving user adoption via dynamic folder structures at a Private Equity Firm Q&ACONFIDENTIAL 1
  3. 3. Company Overview  COSI was founded by a team of professionals with 20-plus years of combined experience in Strategizing and Implementing Content Management Solutions at leading Fortune 500 companies.  COSI is a niche provider of Content Management Services and focuses primarily in this area thus building and growing its specialty over time.  Our corporate culture encourages innovation and creative problem solving which is proven by our continued investment in products and solutions.  We have presence in the US, Europe and Asia with offices in NY, NJ, VA, London and Chennai.CONFIDENTIAL 2
  4. 4. Selected ClientsCONFIDENTIAL 3
  5. 5. Key Differentiators  Establishing Content Management Strategy by adopting the overall corporate strategy  Establishing top-management sponsorship, corporate governance, cross business ECM Strategy involvement and preparing a common vision  Expertise in different areas of financial services such as Brokerge, Retail, Consumer & Financial Services Investment Banking, Insurance, Investment Services and Hedge Funds SME  Understanding of compliance and legal mandates within Financial Services  Analyzing, designing and delivering globally distributed content management models with Global Deployments BOCS  Validate and analyze architecture to ensure optimal design  Standard templates to predict application performance using network variables  Expertise in architecting and building ECM based Centers of Excellence COE  Reusable templates to assist in cost allocation, resource allocation and manage global change processes  Reusable solution framework built for several business processes to ensure rapid Framework deployment  Integration and delivery framework helps us to deliver reliable and repeatable resultsCONFIDENTIAL 4
  6. 6.  Session 1 :: ECM Center Of Excellence in Financial InstitutionsCONFIDENTIAL 5
  7. 7. Overview Most individual business units within an organization have identical document and content management needs. However, due to various reasons, individual units have historically embarked on their „own‟ initiatives to manage their content resulting in duplicated efforts. COE is an initiative to identify the common components across the business units and to build them out as services that can be maintained centrally and shared by various business units. Influencing Factors: Organization (Governance, Roles . . .) Technology COE Business practices (Software, Storage . . .) (SOPs, SLAs, Contracts . . .) People (Technical, Support)CONFIDENTIAL 6
  8. 8. Envisioned State Enterprise Content Management External view Records Management Output Management Collaboration Workflow & Document Imaging Content Publishing Lifecycle Management and Integration & Distribution Center of Excellence Processes & Operations Infrastructure & Services People & Partnerships Management processes Infrastructures People  Resource  Defined architecture  Delivery team Internal view  Delivery  Reusable components  SMES and architects  Knowledge  Tools, templates  Business champions  Measurement  Stable platforms  Support specialists  Help desk Lifecycle definition Services  End-to-end RM  Records management Partnerships  End-to-end DM  Document storage and  Vendor partnership management  Internal partnership Operations  Document integration  Service support  BPM and collaboration  Cost Allocation (charge back)  Content distributionsCONFIDENTIAL 7
  9. 9. Critical Success Factors Clearly Define the Scope of Shared Services  Understand, Define and Communicate the scope of the Shared Service Platform  The scope can grow and expand over a period of time Establish a Transition Strategy and Migration Plan  Identify the existing applications that will migrate to the platform and prepare a transition plan Perform Financial Analysis to quantify the Benefits vs. Cost  Perform an impact analysis to determine the Cost Vs Benefit  Define a charge-back model to address a diverse user population Clearly Identify Ownership and Governance Model  Identify the key stake holders and define their roles  Create an ECM Steering committee to decide on cross divisional issues Establish SLAs, Processes, Standards and Guidelines  Establish SLA‟s that are at par with those of external vendors  Document processes and guidelines for new applications to get on to the platformCONFIDENTIAL 8
  10. 10. Key Benefits Improved Business Agility  Enable potential sharing and cross-selling across business units  Encourage a “client-centric” view of information  Provide consistent compliance and legal policy implementation  Improve overall productivity by automating processes and reducing development time for new applications Lowered Total Cost Of Ownership (TCO)  Consolidate technology and support components  Streamline vendor contracts across the enterprise and promote volume and scale discounts  Improve reusability and eliminate redundancy and duplicated efforts Increased Support and Shortened Response Time  Build a central team of experts (SMEs)  Research new tools and technologies to continuously improve service  Provide proactive supportCONFIDENTIAL 9
  11. 11.  Session 2 :: Simplifying Documentum (Case Studies)  Case Study 1: Implementation of Documentum as a Shared Drive at a Global Investment BankCONFIDENTIAL 10
  12. 12. Key Challenges A large investment bank has multiple Document Management Systems including a home-grown custom system. Their primary objective is to build an ECM Shared Service and provide an integrated desktop experience to all colleagues. Some of the key challenges faced are: Diverse and distributed user communities Need for seamless integration with the standard client desktop builds Support for key capabilities like binders, multiple imports and exports Maintain links between files especially Excel spreadsheets within and outside the repository Provide easy interface to Sharepoint and other legacy DMS if required Ensure accessibility from Citrix environments  Potential deployment to all employees – about 60,000 world wideCONFIDENTIAL 11
  13. 13. Solution Overview COSI reviewed the challenges and requirements with the client and resolved it by exposing Documentum as a shared drive. The iDocs initiative within the firm leverages COSI’s Insight tool to provide the following: Rich, seamless interface extending familiar Windows Explorer and Microsoft Office to offer DMS features Low to zero client footprint Support Multi-tenancy Standards-based architecture that leverages web services for lower TCO Provides framework to access to multiple DMS repositories via lettered drive mapping Provides Value added features such as Binders, Offline Synchronization, Smart Folders etc Leverages key EMC capabilities such as caching (BOCS) Next releases to support CMIS and allow Self Provisioning capabilitiesCONFIDENTIAL 12
  14. 14. Solution Implementation Insight is currently implemented to convert 1000 users who are using a custom DMS application. This application supports 14 communities with common DMS needs but different document types and processes User navigates to the shared drive and access the repository SSO and seamless integration with windows authentication Select a File in the Share Click right menu and custom options open up Multiple repository can be mapped to a single drive or a separate drive to each repository Given the compatibility with CMIS – any CMIS compatible DMS can be mapped to it Content can be viewed easily between the repositories that are enabledCONFIDENTIAL 13
  15. 15. Solution Implementation Search is integrated with Windows explorer and allows user to perform attributes or full text search directly from their desktop. Search is fully configurable and a quick search is provided on topCONFIDENTIAL 14
  16. 16. Key Benefits • Increased user adoption - requires one less tool for the users to be trained on • Continued use of a Shared drive except that it will now be more powerful and secure with added DMS capabilities • Improved productivity via integration with Office, Outlook and support for linked files • Self provisioning model allows rapid standardized deploymentCONFIDENTIAL 15
  17. 17.  Session 2 :: Simplifying Documentum (Case Studies)  Case Study 2: Enabling attribute based dynamic folders for a large Private Equity FirmCONFIDENTIAL 16
  18. 18. Business Need A large private equity firm is deploying Documentum to support the content management needs across the firm. The proposed solution should support the following business needs:  Different departments, groups and roles navigating different folder structures  Constant new and changing requirements for new navigation options and folder redistribution  Support existing Webtop users while exploring other simpler options  Low maintenance, fast deployment and easy upgrade  Role based attribute list, document orderCONFIDENTIAL 17
  19. 19. Implementation of Smart Folder CORE DOCUMENTUM FOLDER STRUCTURE Finance Human Resources Invoices EMPLOYEE1 Vouchers EMPLOYEEE2 Vouchers SMART FOLDER REPRESENTATION AP Folder 2 Finance Smart Folder 1 Smart Folder 2 Folder 1 BY Year BY Business BY Business Unit Unit Year 1 By Vendor BU 1 By Entity Year 2 BU 2 A Entity 1 B Entity 2 B1… Bn Sub EntityCONFIDENTIAL 18
  20. 20. Implementation of Smart Folder COSI implemented a dynamic folder structure that is driven by attributes. This folder structure can be implemented in webtop and provide seamless access to users.CONFIDENTIAL 19
  21. 21. Implementation of Smart Folder COSI implemented a dynamic folder structure that is driven by attributes. This folder structure can be implemented in webtop and provide seamless access to users.CONFIDENTIAL 20
  22. 22. Contact Information For More information, please visit www. cosiconsulting.comCONFIDENTIAL 21

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