Expanding the Value of                                                     your ECM Deployment                            ...
Agenda    • ECM trends    • Strategic perspective to ECM              – Preparing for the future              – Answering ...
ECM Trends© Copyright 2011 EMC Corporation. All rights reserved.            3
Evolution of ECM                                                             Repeating                                   P...
Trend    • Away from custom code    • Away from custom features and functions    • Towards reuse    • Towards turn-key sol...
Types of SolutionsHorizontal                                               Vertical Solutions• Can be used across the     ...
Future    • Intersection of Enterprise Applications and Big Data    • Big data              – Act as a trigger for Case Ma...
Future                                              Technology can be an enabler of                                       ...
It’s Day and Night                                      Diffe rent                    Contextual and Timely Fixed and Poin...
xCP Case Management                                                  Case Assessment  Case Initiation                     ...
xCP Case Management                                                                             Financial  Public Sector  ...
Preparing for the future© Copyright 2011 EMC Corporation. All rights reserved.                          12
Traditional Approaches Aren’t Working…                                                                        Page 5      ...
Common Mistakes    • One size fits all    • I’ll start with this single project    • I’ll figure it out later    • I only ...
Answering the Right Question    • The question isn’t ‘if’ the system can do it.    • The question isn’t ‘how’ the system c...
Typical ECM Objectives…Forrester list the following typical ECM objectives• Consolidating existing content  technologies• ...
What should your Strategy do?    • Should Answer the WHY?              – Improving process efficiency              – Impro...
How to achieve strategic                                                     vision© Copyright 2011 EMC Corporation. All r...
Strategic Roadmap    • WHY – Sets you up for long term success    • WHY – Answers the business value question    • WHY – S...
Enterprise Roadmap Study    •       The Enterprise Roadmap Study (ERS) is EMC’s best practice for            defining the ...
ERS Process           Strategic Requirements                        Solution Vision        ECM Roadmap            Understa...
Example Roadmap              Q1                                                         Q2                                ...
Summary    • Trends    • Emergence of big data and case management    • Get hold of your vision, answer WHY              –...
THANK YOU© Copyright 2011 EMC Corporation. All rights reserved.               24
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EMC ANZ Momentum User Group 2011- Tech Track- Expanding the Value of your ECM Deployment

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Expanding the Value of your ECM Deployment
Michael Yeung

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EMC ANZ Momentum User Group 2011- Tech Track- Expanding the Value of your ECM Deployment

  1. 1. Expanding the Value of your ECM Deployment Michael Yeung Strategic Business Services© Copyright 2011 EMC Corporation. All rights reserved. 1
  2. 2. Agenda • ECM trends • Strategic perspective to ECM – Preparing for the future – Answering the ‘Why’ – Ensuring clients answer the value question • How to get there – How to achieve a vision to realize your value proposition© Copyright 2011 EMC Corporation. All rights reserved. 2
  3. 3. ECM Trends© Copyright 2011 EMC Corporation. All rights reserved. 3
  4. 4. Evolution of ECM Repeating Product Custom Projects Frameworks Projects Solutions Basic ECM Basic Collaboration xCelerated Workflow Composition Repository Business Process Platform xCP Services Repository management Solutions Check in / Web Content Compliance Check out Management Management • Claims Processing Departmental Core Solution Multi Framework • Engineering Department Plant and Enterprise Facilities Roadmaps managementDocumentum Releases EDMS 98 4i 5 5.3 6 6.5 6.6 © Copyright 2011 EMC Corporation. All rights reserved. 4
  5. 5. Trend • Away from custom code • Away from custom features and functions • Towards reuse • Towards turn-key solutions • Towards how to solve business problems© Copyright 2011 EMC Corporation. All rights reserved. 5
  6. 6. Types of SolutionsHorizontal Vertical Solutions• Can be used across the • Specific to a given industry enterprise • Involves both technical and• Not specific to any one business best practices vertical solution • Leverages Horizontal• Common configurations solutions – EPFM• Reduced time to production – Courts Case Management• Lower the TCO – Grants Management – xCP – ECSF© Copyright 2011 EMC Corporation. All rights reserved. 6
  7. 7. Future • Intersection of Enterprise Applications and Big Data • Big data – Act as a trigger for Case Management – Will provide rich data for process analytics – Many systems will be acting in concert.© Copyright 2011 EMC Corporation. All rights reserved. 7
  8. 8. Future Technology can be an enabler of Availability of theFabric must The Information Information transformation enable… Fabric if we solve the right problems. CHOICE + + COMPUTING IN-CONTEXT PROCESS, ANALYTICS & PROCESS ANALYTICS CONTENT & COLLABORATION COMMUNICATION + + FEDERATED INSIGHT GOVERNANCE SOCIAL SIMPLIFIED PROVISIONING INFORMATION FEDERATED RICHNESS GOVERNANCE© Copyright 2011 EMC Corporation. All rights reserved. 8
  9. 9. It’s Day and Night Diffe rent Contextual and Timely Fixed and Point in Time Dynamic and Flexible Static and Rigid Big Data Mashup Limited Dataset Driven by Process and Case Based on Static Rules Real-Time Optimization Manual Optimization Proactive Reactionary© Copyright 2011 EMC Corporation. All rights reserved. 9
  10. 10. xCP Case Management Case Assessment Case Initiation Case Resolution Case Closing & Assignment Internal Systems Approvals / Internal Assignment Sources Internal Assess / Participants Validate / Dispatch Team CaseCustomer Case Collaboration Management Management Team Team • Notifications • Document generation • Records management • Archival External • Updates Participants External Sources External Systems © Copyright 2011 EMC Corporation. All rights reserved. 10
  11. 11. xCP Case Management Financial Public Sector Healthcare Insurance Horizontal Services• Grants • Virtual • Claims • Loans • Accounts management repository management operations payable for patient automation• Tax records • Underwriting • New account processing opening • Contract • Claims • New account lifecycle• Investigation processing opening • Wealth management management• Integrated • Member • Policy • Employee courts enrollment management • Branch on-boarding operations • Revenue • Issues cycle tracking management© Copyright 2011 EMC Corporation. All rights reserved. 11
  12. 12. Preparing for the future© Copyright 2011 EMC Corporation. All rights reserved. 12
  13. 13. Traditional Approaches Aren’t Working… Page 5 “Our interactions lead us to believe that most enterprises use less than 35% of all the ECM licences they’ve purchased in the past four years” “We can’t blame the technology; we got exactly Page 4 what we asked for. We listed out page after page of features and functions in our RFP, and that’s what we got: a lot of features and functions” “This has been much harder than we anticipated. We’ve been able to identify a single vendor to Page 2 work with but can’t move beyond our first implementation. We’re spending way too much time customizing what we have” Source : Forrester ECM Business Context (December 2007) © Copyright 2011 EMC Corporation. All rights reserved. 13
  14. 14. Common Mistakes • One size fits all • I’ll start with this single project • I’ll figure it out later • I only want a part of it© Copyright 2011 EMC Corporation. All rights reserved. 14
  15. 15. Answering the Right Question • The question isn’t ‘if’ the system can do it. • The question isn’t ‘how’ the system can do it. • The question is WHY!© Copyright 2011 EMC Corporation. All rights reserved. 15
  16. 16. Typical ECM Objectives…Forrester list the following typical ECM objectives• Consolidating existing content technologies• Building a skill set around a single platform• Finding a low-cost way to make content management available to the masses – “The Holy Grail of ECM – a low cost, lightweight technology they can deploy to large groups of people”• Mitigating content risks – Where “ROI” means “Reduced Opportunity for Incarceration” ! Source : Forrester ECM Business Context (December 2007)© Copyright 2011 EMC Corporation. All rights reserved. 16
  17. 17. What should your Strategy do? • Should Answer the WHY? – Improving process efficiency – Improving knowledge management and information sharing processes – Encouraging (and extending) collaboration • Should Answer How do I Get Value? – Facilitate Mission Critical Business Processes – Organisational KPIs • Should Answer the How do I Implement? – Alignment of solution to problems – Employ standard software methodologies – Deployment Plan • Should Answer How do I Grow? – Define infrastructure Needs (today, 6 months, 12 months, etc.) – How to prioritize projects / groups / initiatives© Copyright 2011 EMC Corporation. All rights reserved. 17
  18. 18. How to achieve strategic vision© Copyright 2011 EMC Corporation. All rights reserved. 18
  19. 19. Strategic Roadmap • WHY – Sets you up for long term success • WHY – Answers the business value question • WHY – Starts you thinking about and planning for the future “A Strategy without a Roadmap is Pure Fantasy!”© Copyright 2011 EMC Corporation. All rights reserved. 19
  20. 20. Enterprise Roadmap Study • The Enterprise Roadmap Study (ERS) is EMC’s best practice for defining the scale and scope of any enterprise deployment. It encompasses practices, metrics, and deliverables designed to allow a client to manage an on-going ECM program • The concepts behind the ERS are the result of over 20 years of experience in the design & implementation of content management systems • The implementation of the ERS has been designed to address directly the challenges of “Enterprise” deployment • The ERS is EMC’s compilation of technology best practices for an Enterprise deployment of Documentum. Strategic High Level Solution Vision Solution Vision Roadmap ECM Requirements Business Case Change Management Strategy© Copyright 2011 EMC Corporation. All rights reserved. 20
  21. 21. ERS Process Strategic Requirements Solution Vision ECM Roadmap Understand Organization Model, Identify Solution Conduct Constraints Maturity Level & Key Candidates Analysis Stakeholders Why What How Identify Business Define Logical Define Implementation Objectives & Priorities Systems Architecture Approach Business Process Define Information Define Implementation Landscape Analysis Architecture Plan Define Application Define Resourcing IT Landscape Analysis Architecture Approach Information Define Technical Management Analysis Architecture© Copyright 2011 EMC Corporation. All rights reserved. 21
  22. 22. Example Roadmap Q1 Q2 Q3 /Q4 Governance Taxonomy Enterprise Pilot Deploy Core Services Architecture Core Solution Pilot BU1 BU2 Security Framework Content Migration and Retention Program Contracts Management and xCP Procurement Digital Asset Product Graphics Management Collaboration BU1 BU2 Infrastructure Management Governance and Management, Organisational Change Management2012Roadmap© Copyright 2011 EMC Corporation. All rights reserved. 22
  23. 23. Summary • Trends • Emergence of big data and case management • Get hold of your vision, answer WHY – Robust is best • Define your roadmap – Which tools (eg. xCP, EPFM) – Which task order • Vision  Plan  Execute© Copyright 2011 EMC Corporation. All rights reserved. 23
  24. 24. THANK YOU© Copyright 2011 EMC Corporation. All rights reserved. 24

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