Why stop Open Source in the Enterprise?

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Presentation I gave on Open Source and Enterprise Content Management in Lausanne, Switzerland at an event hosted by ELCA on 24 May 2011

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  • Today, I will be talking about a fundamental shift that is happening in our industry - the ECM industry. And, the enterprise software industry as a whole. I will also give you a quick overview and refresher on Alfresco, how we are growing, etc.
  • Main point here is that Alfresco is a professional, experienced software company that is safe to do real enterprise business with, etc.
  • Over the past decade, there has been a fundamental change in the axis of IT innovation. In prior decades, new systems were introduced at the very high end of the economic spectrum, typically within large public agencies and Fortune 500 companies. Over time these systems trickled down to smaller businesses, and then to home office applications, and finally to consumers, students and even children. In this past decade, however, that flow has been reversed. Now it is consumers, students and children who are leading the way, with early adopting adults and nimble small to medium size businesses following, and it is the larger institutions who are, frankly, the laggards.
  • The challenges here are enormous. Expectations of Enterprise IT are rising. The business, still reeling from the crash of 2008, is questioning the rigidity and cost of legacy systems. The focus of IT is changing from a traditional focus on standardizing and automating back-end manual processes – a focus on CONTROL – to a focus on empowering and connecting knowledge workers and improving knowledge worker productivity and innovation.
  • First implementation CMIS 1.0Both SOAP and REST protocolsBasis for all future public APIsPlatform of choice for most new CMIS developmentDriving OpenCMISBe the FREE platform to build portable applicationsGet apps to pull Alfresco
  • An Apache-licensed Open Source Business Process Management SystemDesigned by Tom Baeyens, the founder of jBPM – the leading open source BPM engine from JBossSupported by Alfresco Software for future integrationSupports the new BPMN 2.0 standard from OMGIncludes BPM Engine, Design Tools, Control Console and Forms IntegrationWill transform the BPM industry
  • 350,000 apps in the iStoreOver 10 billion downloads
  • The implications of this for Enterprise IT are profound. We grew up with letters, phones, telexes, and faxes, and grew into email, shared text databases like Lotus Notes, portals, web sites, and mobile phones. Now we are going through a massive transformation based on 1) connecting people in real time; 2) smart and geographically-aware mobile devices; and 3) ubiquitous and cheap bandwidth. 
  • This is the “obligatory” Facebook slide. But don’t mistake me showing this slide as saying that Alfresco wants to be the Facebook for the enterprise. No – there are plenty of other players out there who are taking that on (Jive, Lotus, etc.). Instead, the striking statistic on this slide is the 30 Billion pieces of content that are shared on Facebook each month. Clearly, CONTENT IS THE CONVERSATION. So – the question is – if people are used to sharing photos and videos this way, and discussing them with their friends, and getting used to the ease-of-use of Facebook, etc. – what impact is there on Enterprise Content Management? That is the compelling question, and the catalyst behind needed changes in the ECM market.
  • The challenges here are enormous. Expectations of Enterprise IT are rising. The business, still reeling from the crash of 2008, is questioning the rigidity and cost of legacy systems. The focus of IT is changing from a traditional focus on standardizing and automating back-end manual processes – a focus on CONTROL – to a focus on empowering and connecting knowledge workers and improving knowledge worker productivity and innovation.
  • Over the past decade, there has been a fundamental change in the axis of IT innovation. In prior decades, new systems were introduced at the very high end of the economic spectrum, typically within large public agencies and Fortune 500 companies. Over time these systems trickled down to smaller businesses, and then to home office applications, and finally to consumers, students and even children. In this past decade, however, that flow has been reversed. Now it is consumers, students and children who are leading the way, with early adopting adults and nimble small to medium size businesses following, and it is the larger institutions who are, frankly, the laggards.
  • Target the Middle of the Organization – Knowledge WorkerInformation Worker Applications = Systems of EngagementConsumer-like Interface, SMB-style monetizationEnhance the collaborative experienceIntegrate with Social Business SystemsReal-time communications, Mobile, Video, Social NetworksJive, Lotus, Cisco, Skype, etc. in the enterpriseManage Social-rich Content: Video, Blogs, NewsBecome the YouTube, Flickr, SlideShare and Scribd for the EnterprisePublish to Social ChannelsYouTube, Facebook, Twitter, WordPress, SlideShare, ScribdDeliver in the Cloud and on Premise
  • Document and Records ManagementDynamic Information PublishingeCommerce SitesUser Generated Content SitesWeb-based CollaborationMedia-rich Corporate IntranetRegulated ApplicationsTransactional or Complex Systems with User GuidanceMedia and Image Capture
  • Engagement Compelling content or images engage usersParticipation Users participate through Content as the object of conversation (e.g. photos, web pages, presentations) Explanation Content distills or explains complex information and guides the userQuality Content processes insure accuracy and delivery of information and improve quality of executionCompliance Regulations require explanation of procedures and records of what has been seen or delivered to users and customersExecution Documents, Images and Records are critical to business execution (e.g. contracts or invoices)Results Collaboration usually results in Content (e.g. Plan, Report, Presentation)
  • The rise of social software applications will create a brand new MASS OF UNMANAGED corporate data. Remember the MSFT Exchange problem? Some people would say that Exchange is the most popular content management system out there – as evidenced by the shear amount of unstructured corporate content assets that are stored inside. Stored untagged, uncategorized, in duplicate, inefficiently.I believe that, if we don’t think about content management up-front, we will find ourselves in a situation next year or the year after where we are looking for content that could be housed in a social system – and instead incur the cost of recreating the wheel. Worse, we are subpoenaed for content that we know exists in our system – but is difficult to get out or find.This doesn’t have to be the case. With Alfresco, you will see how we are tackling this problem NOW – before it gets out of hand.
  • Here is another, simpler way to look at – Social Content Management is at the intersection of where typical ECM functionality meets the functionality of social software, in general. Or, as John Newton mentioned in the video: Go on and discuss content – then capture the results of that discussion inside your ECM solution in order to retain it and make it findable, or to kick-off workflows, etc.Now – all of this strategy is great. But I want to bring it down to earth a bit and make it real. The fact is – Alfresco was BUILT for a time such as this, and the work that we have been doing around CMIS (Content Management Interoperability Standard), our huge set of RESTful APIs, Portal Standards, etc. Are the underpinnings for Social Content Management to really happen. Let me show you some proof points for this…
  • Many enterprises will want to use their CMS AS a social business system – or at least take advantage of social features when they are focused on content creation & collaboration. Think of Alfresco Share as a social business system for collaboration, with content as the focus. TODAY, in Enterprise 3.4 (which you will see a demo of later) we have {talk about the features listed}. And, most of these are available as APIS in the platform, so that you can build social features into your app without recreating the wheel. For example, the voting API (favoriting content, seeing what others have favorited, etc.) is available today in the platform for developers (just not exposed yet in the interface).Just as importantly – we continue to lead in making sure users can use Document management without changing their behavior – so our support of the Sharepoint Protocol and WebDav & CIFS continue to evolve. Check-in a document, discuss it inside Share, and then publish it to the web – all with Alfresco. You will see a demo of Share later on today.GIVE ANY ANECDOTAL EXAMPLES HERE: (I’m going to talk about how I use Adobe Creative Suite – PS, Illustrator, etc.). In a matter of minutes, I downloaded Adobe’s CMIS connecter for Adobe Bridge – linked it up to ts.alfresco.com – and now I can check-in and out Adobe files to Share, have discussions about them inside of Share, and kick-off workflows inside of Alfresco.
  • Here is a picture of social content management in action. On the bottom are the core capabilities of the Alfresco Platform… over the past 24 months, we (and our partners) have been working on proof-of-concepts and real-world implementations of Alfresco Content Management being able to manage content and expose repository functionality INSIDE OF social business systems. For example:Liferay, Jive, Lotus QuickR, Drupal, Google Docs(INSERT YOUR OWN CUSTOMER EXAMPLES HERE – IMPROVISE A BIT, IF YOU WANT).Three main points:Social content management is real, and we are already executing on itCMIS (and open standards) are the KEY to making it happenYou can have multiple Social Business Systems – and one Alfresco underneath. You could set a workflow to kick-off in Jive, for example, that would execute to publish something in Drupal – using Alfresco workflow.But wait – there’s more…. We aren’t JUST talking about platform here. We have been working to put more Social features in our own Apps… and more are coming. See next slide…
  • Content and Context can be the glue for Communication to People, Processes & AppsPermeating all parts of the organization
  • Moving into mainstream
  • I want to just underscore the importance of how Open Source and Open Standards are key requirements needed to really be a Social Content Management platform – AND, they are the key reason why our existing customers chose Alfresco – even ahead of lowering costs. Sure, we lower costs – but open source and support of open standards are second-to-none – and KEY to our leadership position as a content platform.
  • So – to sum things up – you will see Alfresco’s public positioning really evolve in 2011 – and I hope that, as you think about integration social systems into your enterprise – or integrating social features into your next applications – that Alfresco will be at the top of your list to consider for an underlying Content Management platform. Coming up – you will see a presentation on our roadmap – including a lot of new enterprise features that are coming out with Enterprise 3.4 – a demo of Share by {PARTNER NAME}, and a case-study about a solution that {PARTNER} has built on top of Alfresco’s open platform.
  • Why stop Open Source in the Enterprise?

    1. 1. Open Source and Enterprise Content Management<br />@johnnewton<br />
    2. 2. Alfresco is<br />Enterprise Software +<br />Content Management +<br />Commercial Open Source<br />Management Team Experience<br />Largest private Open Source company by revenue<br />Investors<br />
    3. 3. Topical?<br />
    4. 4. Once upon a time, IT was controlled by a “Priesthood” of highly intelligentpeople…<br />Your Worship! Once I get the Maven build done, I am going to deploy it on the Cloud instance with multiple shards!<br />Man! You are awesome!!!<br />
    5. 5. And they controlled and centralized all applications and data…<br />Courtesy of John Mancini – AIIM.org<br />
    6. 6. And technology would flow from the Fortune 1000…<br />Courtesy of John Mancini – AIIM.org<br />
    7. 7. Yes, your honor! I did leave my mobile without password protection!<br />Systems of Record<br />Command and control<br />Transaction-oriented<br />Document-centric<br />Limited deployment<br />Central IT-provisioned<br />And these applications knew what they were good at… <br />
    8. 8. This gave vendors all the control… <br />Hey You!<br />Where do you think you’re going?<br />It’s time to renew!<br />
    9. 9. But their user interfaces were very powerful, but not very user friendly…<br />
    10. 10. This left customers a little unhappy…<br />How much per year?!!! For that crap?!!<br />
    11. 11. And thus was born “Free Software”<br />
    12. 12. Quickly Open Source evolved with Linux<br />Let’s stay Open, Modular and Free!<br />
    13. 13. Open Source was Built Differently<br />
    14. 14. Because Open Source removed the Lock-in and opened the Architecture…<br />Customer<br />Customer<br />Customer<br />Media<br />Code<br />Sales<br />Blogger<br />Reception<br />Developer<br />Developer<br />Product<br />Mgmt<br />Shipping<br />Customer<br />Development<br />(Bugs)<br />Internet<br />and<br />Community<br />Mgmt<br />Support<br />Engineer<br />QA<br />Support<br />Marketer<br />Accounts<br />Partner<br />Marketing<br />Tester<br />Partner<br />Partner<br />Partner<br />Open Source<br />Closed Source<br />
    15. 15. Lifecycle of an Open Source Project<br />Internet<br />Downloads<br />Design and Compose<br />I fixed a bug!<br />I want to buy!<br />Community<br />Deployment<br />Contribution<br />
    16. 16. Virtuous Cycle – A New Value Chain for Software<br />PROJECT GOVERNANCE<br />Development<br />Distribution<br />Marketing<br />Sales / Consulting<br />Support<br />Develop from other Open Source Components<br />Deliver for free over the internet<br />Market by Word of Mouth and Community<br />Demand is generated inside the company – Solves the problem or not<br />Users participate in QA and resolution of problems with the code<br />Product Mgmt<br />Community participates in ideas, priorities, testing and new components<br />
    17. 17. Strong Governance led to Professional Open Source<br />Open Source is like Economy Class!<br />You get nice champagne in first class, but you still get there at the same time!<br />Marten Mickos – CEO of Eucalyptus and former CEO of MySQL<br />
    18. 18. And this was the environment in which Alfresco System was born<br />Web<br />Applications<br />Portals<br />Web Services<br />BPM<br />App Server<br />Email<br />CMIS<br />Virtual File System<br />Portal Server<br />SOAP<br />FTP<br />CIFS<br />WebDAV<br />High Availability<br />
    19. 19. Web<br />Shared Drive<br />Email<br />Portals<br />Office Protocol<br />Innovating in access and simplicity<br />
    20. 20. And easily deployed and consumable<br />It’s so small it even fits on this USB stick!<br />
    21. 21. How Do We Make Money?<br />Open Source Distribution<br /><ul><li>Low cost of distribution
    22. 22. Global Reach
    23. 23. Community development
    24. 24. Community as large as IBM or DCTM</li></ul>Dual License for developers<br /><ul><li>OEM, Hosting & Appliances
    25. 25. Most popular license
    26. 26. Protects embedding opportunities</li></ul>Support & Services<br /><ul><li>Try before buy
    27. 27. Low-touch sale
    28. 28. Maintenance and support for production use
    29. 29. Insurance of certification & indemnification</li></ul>Multiple Channels<br /><ul><li>Telesales
    30. 30. Local integrators
    31. 31. Major SIs
    32. 32. OEM embedding</li></li></ul><li>Result: Costs of software go way down…<br />
    33. 33. This made customers happy!...<br />I’ll drink to that!<br />
    34. 34. Open Source Model Really Works<br />Over 3 Million Downloads, 1500+ Customers, 50+ Countries<br />
    35. 35. Lots of Great Customers<br />Government<br />Finance<br />Media & Entertainment<br />Software<br />Retail<br />Manufacturing<br />Travel & Logistics<br />Education<br />
    36. 36. And the reason they decided wasOpen Source…<br />26<br />Why Does Alfresco Win?<br />Enterprise customer survey – June 2010<br />
    37. 37. Communists?<br />There are some new modern-day sort of Communists who want to get rid of the incentive for software makers under various guises!<br />
    38. 38. Look who’s talking!<br />
    39. 39. Innovating Content Management<br />Rules, Categories and Workflow<br />Web 2.0 Document Library & Previews<br />“Shared Drive”<br />Virtual File System<br />Access and Edit from Office just like SharePoint<br />On-line Editing with<br />Google Docs<br />IMAP, Email, Outlook and Calendar Integration<br />
    40. 40. OpenCMIS defining the standards for ECM<br />Web Sites<br />SharePoint<br />Confluence<br />& Jira<br />Jive<br />Drupal<br />Dropbox<br />Content plus…<br /><ul><li>Metadata
    41. 41. SQL-like queries
    42. 42. Folders
    43. 43. Relationships
    44. 44. Fulltext
    45. 45. REST or SOAP</li></ul>Lotus<br />Connections<br />Facebook<br />SAP<br />JBoss<br />Portal<br />
    46. 46. The Activiti Project<br />Activiti is a standalone brand led by Alfresco<br />Designed by Tom Baeyens, Founder ofjBPM<br />Support newBPMN 2.0 standard<br />Apache-licensed and Disruptive<br />Easily Embeddable<br />Cloud-ready<br />A complete suite - Engine, Modeller, Console and User Tools<br />
    47. 47. Why Not Open Source?<br />Ooooh! Open Source! It’s soooscaaary!!!<br />
    48. 48. Microsoft vs. Open Source:Who Will Win?<br />Microsoft has too much market share and OSS offers too many benefits for users<br />State of Equilibrium<br />http://tinyurl.com/msoss<br />
    49. 49. And powerful forces of good were at work…<br />Social Networks<br />Mobile<br />Cost<br />Internet<br />Computing<br />
    50. 50. And technology became democratized…<br />Yes We Can!...<br />Play Angry Birds!<br />
    51. 51. And the technology touched everyone from their homes to their workplaces<br />And the users would ask, “Why do I feel so powerful as a consumer and so lame as an employee?”<br />Photo source:<br />http://www.flickr.com/photos/notionscapital/<br />
    52. 52. 1 -- real time connectivity<br />2 -- smart & geo-aware mobile devices<br />3 -- ubiquitous & cheap bandwidth<br />Courtesy of John Mancini – AIIM.org<br />
    53. 53. 500 million<br />The Catalyst<br />90 pieces of content created each month/user<br />30 billion<br />pieces of content shared each month<br />Content is the conversation.<br />
    54. 54. Systems of Record<br />Command and control<br />Transaction-oriented<br />Document-centric<br />Limited deployment<br />Central IT-provisioned<br />Traditional Software and new Social Systems started to face each other…<br />Systems of Engagement<br />Open and accessible<br />Interaction-oriented<br />User-centric<br />Ubiquitous deployment<br />Self-provisioned<br />
    55. 55. The flow of IT reversed!<br />
    56. 56. And Systems of Engagement emerged that worked the way users wanted to work…<br />Courtesy of John Mancini – AIIM.org<br />
    57. 57. Applications became more social and intuitive…<br />Productive<br />Consumer-like<br />More Social<br />Real-time Communications<br />Rich Media<br />Connected to favorite apps<br />
    58. 58. What does this have to do with ECM?!<br />Yeah and Open Source?!!!<br />
    59. 59. Well Social created more Content and Content led to more Social…<br />
    60. 60. And users with this Content led to…<br />Explanation<br />Participation<br />Content is the Conversation…<br />Engagement<br />Quality<br />Results<br />
    61. 61. And it’s not just your parents’ “documents”…<br />Video, Audio and Photographs<br />Published to channels like YouTube and Facebook<br />Spot Analysis<br />Real-time Meeting Minutes<br />Whiteboards<br />Customer Stories<br />
    62. 62. “Like e-mail, which was originally<br />meant to be used once for asynchronous communication and then discarded, <br />social software applications have the potential to create<br />masses of unmanaged content<br />that may become relevant in a future<br />lawsuit or regulatory investigation.”<br />Source: Gartner Magic Quadrant for Enterprise Content Management – Nov. 2010<br />
    63. 63. enterprise<br />content<br />management<br />sharing<br />collaboration<br />workflow<br />compliance<br />control<br />security<br />records<br />social<br />content<br />management<br />liking<br />recommending<br />following<br />commenting<br />social<br />software<br />Discuss… then capture.<br />
    64. 64. Built-in Social Features<br />Commenting<br />User Status Updates<br />Activity Feed for Sites<br />Cross-site Search<br />Invite people to sites<br />Customizable dashlets<br />Blog<br />Wiki<br />Forums<br />Calendar<br />Tagging<br />Workflow & Tasks<br />Voting API (future)<br />Sharepoint Protocol<br />WebDav<br />And Open Source can take a pivotal role…<br />
    65. 65. Social means working together – Open Source and Closed, On Premise and in the Cloud<br />Cooperation is good!<br />But I still hate that orange suit!<br />
    66. 66. DocLibportlet allows Alfresco Share to show-up in Liferay or JBoss Portal with SSO<br />Coming soon!<br />Publish and synch docs between Jive & Alfresco<br />Low-cost, integrated DM<br />Records Mgmt MS Office® Integration<br />Manage & retain content and handle workflows in Alfresco - then, publish to Drupal<br />Technology preview in 3.4<br />Check-out docs to Google Docs for realtime doc collaboration<br />JSR-168<br />RESTful API<br />CMIS<br />CMIS/APIs<br />CMIS<br />Alfresco Platform<br />social content management in action<br />Integrating with others…<br />
    67. 67. Like at this Construction Materials Firm…<br />Over $30B in revenue in dozens of countries<br />Over 200,000 users<br />Integrating best practices and products across divisions<br />Use Social to eliminate email and foster communication<br />Alfresco delivers specifications and captures results of collaboration<br />
    68. 68. Or this System Integrator in their Client Engagements<br /><ul><li>Over $15B in revenue
    69. 69. Improve productivity between customer engagements
    70. 70. Project communications accelerate
    71. 71. Integrate into Software Development (Atlassian Confluence and Jira) and Project Office Social System (Jive)
    72. 72. Integrated to client and operational documentation in Alfresco</li></li></ul><li>And Open Source, Social and Content helped transform the business…<br />People<br />Sales &<br />Marketing<br />Strategy<br />Communication<br />Content<br />Context<br />Processes<br />Enterprise<br />Apps<br />Products & Logistics<br />
    73. 73. “A new class of company is emerging—one that uses collaborative Web 2.0 technologies intensively to connect the internal efforts of employees and to extend the organization’s reach to customers, partners, and suppliers. <br />We call this new kind of company the networked enterprise.”<br />Even McKinsey liked it…<br />
    74. 74. “We believe that if you can replace us, you will use us.”<br />open standards<br />integration (CMIS)<br />development (RESTful APIs)<br />production (standard stack)<br />open source<br />easy developer download<br />easy trialability<br />lack of vendor lock-in<br />+<br />
    75. 75. The open platform for<br />social content management.<br />
    76. 76. Open Source is Important<br />http://dilbert.com/strips/comic/2009-12-27/<br />Dilbert - Scott Adams 27 Dec 2009<br />Courtesy of John Mancini – AIIM.org<br />

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