What is more interesting is growth of unstructured content within organizaitons….. Unstructured Information is Becoming the Dominant Information Type in Large Companies More than 85 percent of the information customers need to deliver to the right people, business applications and processes is stored in a format that cannot be easily searched or accessed via conventional database software. The piece-part approach to managing, securing and storing critical business information prevents companies from gaining value from business information and using it to their advantage. IBM’s ability to effectively combine software, hardware and industry expertise is helping clients get the information they need in real-time, instead of after the fact.
Speaker notes: IT organizations want to reduce the number of vendors by choosing vendors that provide a broad range of capabilities. No one is better positioned to provide this than IBM with its hardware, software and services offerings, and as such, IBM should be able to extend its presence and influence in existing IBM accounts. By some accounts the average global 2000 organization has anywhere from half a dozen to 15 different document management repositories, most of them isolated, each with its own administrator, underutilized server, and information that is unavailable to the broader audience of knowledge workers that could benefit from it. Large organizations are rapidly reaching the conclusion that unstructured content needs to be managed in the same manner as critical corporate data and information located in databases has been managed for decades. Hence, from the perspective of the CIO, reduction of disparate content repositories and/or federation of critical corporate content existing in those repositories is critical to attaining a more efficient management of IT resources and concomitantly unleashing the value of the previously isolated content in order to achieve better utilization and business value from that data. Furthermore, adopting an enterprise strategy to content management enables the IT organization to more effectively apply corporate standards and manage resources in comparison to the uncoordinated and costly management of a dozen separate document systems. As many FileNet customers have already discovered, once the enterprise content management platform has been installed and the first application implemented, it is relatively easy to extend the platform and leverage extent applications to meet similar needs in other departments. In the most successful enterprise deployments the proven value of FileNet has generated a backlog of additional application development requests throughout the enterprise. An added benefit of an enterprise approach to content management is the ease with which FileNet can be integrated with existing enterprise applications such as SAP and Siebel in order to provide content and process capabilities that those systems do not have as well as to leverage the information resources residing in those systems with the goal of enabling better, faster business decisions by making all relevant information available from a single, secure point of access. The FileNet ECM platform also allows organizations that have multiple document management systems in place to integrate content from those repositories and make the FileNet system the single catalogue for searching and accessing content across the many repositories. Optionally, an organization may choose to immediately or gradually migrate the content from one or more repositories to the FileNet repository with goal of eliminating the administrative overhead and maintenance costs of maintaining multiple repositories. Because FileNet provides the most fully integrated architecture in the industry, organizations can expand upon FileNet’s ECM platform with addition capabilities that meet a broad range of content and process management needs throughout the organization. Compliance applications such as records management and email archiving/management are easily added to the core platform. Other critical applications that complement the core ECM platform include sophisticated business process management (modeling, simulations, tracking, reporting, and analytics), electronic forms (fully integrated with BPM), image capture (distributed, high volume and high performance image import), SAP integration, Siebel integration, SharePoint integration, web content management and report management (distribution, mining, bill presentment). As further evidence of FileNet’s enterprise capabilities, FileNet System Monitor enables organizations to proactively monitor the health of their FileNet P8 systems ranging from development and test to production. More than 300 parameters of FileNet P8 components can be monitored to identify critical conditions, enabling immediate notification or fault prevention through early detection. FileNet System Monitor is designed to seamlessly integrate with BMC Patrol, CA Unicenter, HP OpenView, IBM Tivoli, Microsoft Operations Manager, and others.
(Note to speaker: If you have a success story more relevant to the customer you are meeting with, this chart can be edited to replace one customer example with another.) Here are some examples of customers achieving significant results leveraging Enterprise Content Management. Citigroup – FSS – cuts processing time Woori Bank – FSS – increased its revenue AXA – Insurance – had significant savings IBM - uses (CM and OmniFind) and has achieved a $45M ROI so far by consolidating 915 websites. Campmor – Retailer – Outdoor specialty retailer uses IBM discovery and web commerce technology to dramatically improve online revenue from customer searches and now derives more than 70% of its sales from its web site. AMEC paragon – Industrial Products - , Automated system for complete project document lifecycle management Enresa – Government – Nuclear and radioactive waste management company - Case study available FirstGroup is a transportation company and owner of brands such as Greyhound UVW – Government – Social security agency in the Netherlands cuts costs 25% ConEdison – Public Utility – projects savings with mobile office solution for its Construction Management
(Note to speaker: Top two Banks we don’t have are Countrywide and Mitsubishi Bank) IBM’s Enterprise Content Management software enables the world’s top companies to make better decisions, faster. As the market leader in content, process and compliance software, IBM ECM delivers a broad set of mission-critical solutions that help solve today’s most difficult business challenges: managing unstructured content, optimizing business processes and helping satisfy complex compliance requirements through an integrated information infrastructure. More than 13,000 global companies, organizations and governments rely on IBM ECM to improve performance and remain competitive through innovation. Do you need to leverage a considerable volume of information, best practices and in-house expertise to improve efficiency, increase customer satisfaction and improve product quality and competitiveness Do you need to simplify and streamline communication and collaboration to improve connections between departments and with business partners. Are you ready for IBM ECM to help your business?
AIIM Global Survey from March 2008 – ECM Practioners, Records Managers, Executives, LOB
This chart gives more detail on the “Symphony” architecture mentioned earlier. As you can see in this chart, there are 1) source connectors, 2) task connectors, and 3) target connectors. This architecture is already shipping today in P8 Email Manager and in P8 Records Crawler. For example, Email Manager has source connectors today to Microsoft Exchange, Lotus Domino and Novell Groupwise. It performs the task of archiving (which could be copy, move or stub the e-mail into its archive, for instance), and stores e-mail in IBM FileNet P8 as a target. Records Crawler has a source connector to file shares, performs archiving and stores content into P8. As we move forward, additional source, task and target connectors will be developed to make this architecture apply to archiving across the enterprise. As you can see in the gray box on the left, additional source connectors are currently being developed and more are planned. From a content source perspective, these connectors will be: Content source agnostic – meaning that it can connect to e-mail systems, file shares and even collaboration systems like SharePoint and Quickr to monitor and enforce archiving policies on these content sources Content type agnostic – it will be able to archive and manage any type of content, like documents, files, e-mail, XML, HTML, audio, video, etc. And be modular so that additional connectors can be added at any time
Your strategy should enable rapid growth while minimizing cost and risk as you scale from servicing individual users to servicing the entire enterprise and associated value net. To best accomplish that for the entire enterprise, one must consider the needs of every facet of the organization from individuals through lines of business to the geographic span of your business. Making infrastructure decisions that service small groups, or the least common denominator, may seem appropriate at the time of need but it can also make the ability to integrate and scale those capabilities to service the broader organization more difficult and costly over time. Quite often smaller group decisions will not consider enterprise wide issues such as master meta data management, search and discovery and compliance. Therefore when making decisions for capabilities of enterprise content management, you should consider how the needs of smaller groups can be met while addressing the overall needs of the enterprise. Still, if you must make a decision at a group or LOB level, consider how that decision over time can be extended to service the needs of the entire business. There are many vendors who claim they offer enterprise content management capabilities but you should be cautious as many are unable to service the full needs of the enterprise for scalability, performance and compliance.
Enterprise Content A Growing Strategic Asset Demand Operation Innovation Application Focus Content volumes are estimated to grow at 80% annually.** <ul><li>Gartner Research, "Consider Three Issues When Implementing an ECM Strategy," (ID: G00137164); **IBM Estimate Based on Various Industry Studies </li></ul>… A typical company has 5 to 20 different content management systems and repositories…*
ECM Platforms Create Leverage Manage Build Content Documents Web e-Statements Devices Output & Delivery Records Administrators Discovery & Compliance Retire Retention & Destruction Partners / Agencies Search, Retrieve, Process e-Forms Processing Index Validate Process Create Process Submit Additional Content Create Approve Publish Document Management Capture Index Store Print Output Mgmt Web Content Repositories Integrate Federate Search email Capture Archive Supervise Imaging Capture Index Store Users ECM Applications Search, Retrieve, Process
Organizations Achieving Significant Results Using IBM ECM... IBM ECM Cut processing time from weeks to 2 days Increased revenue by $115M Saved $5M over 5 years Consolidating 915 websites yields $45M ROI Customer Successes 64% increase in online revenues Document transmittal cost savings of 35-40% Eliminated all paper documents for large cost savings and facilitate compliance Improved application performance and search to address regulatory concerns Europe – Social Security Agency cuts costs 25% Expects $500,000 ROI with its Mobile Office Wireless Solution UVW
Companies are Using IBM ECM to Increase Profit Margins, Improve Customer Retention and Grow Market Share More than 80 of the Fortune 100 are using IBM ECM 23 of the top 25 Banks 250+ In Communications 25 of the top 25 Insurers 1300+ Governments 1200+ Manufacturers
ECM Trends More than 50% have no confidence in the integrity of their information * Risk Control Volume Simple Greater simplicity and consistency for end users needed Everyone needs access to information Volume & impact of paper is overwhelming Speed Shorter time to value required * AIIM Global Survey 2008
<ul><li>IBM Agile ECM helps companies make better decisions faster by: </li></ul><ul><ul><li>Managing all forms of content </li></ul></ul><ul><ul><li>Optimizing associated business processes </li></ul></ul><ul><ul><li>Enabling compliance </li></ul></ul><ul><li>through an integrated </li></ul><ul><li>information infrastructure </li></ul>IBM Agile ECM empowering better decisions faster
IBM Agile ECM Product Strategy Active Content Enterprise Compliance Business Agility Pervasive Persuasive Content Anywhere
Information Integration Trusted Information Performance Management Business Intelligence Business Optimization Structured Data ESB SOA Business Spaces Dynamic Processes Enterprise Rules Transactions Protected Storage TSM/HSM Tiered Storage Information Infrastructure Office Productivity Collaboration Mashups Forms WCM
ECM “Mashups” ECM Header ECM Work Data ECM Attachments ECM Doc Viewer ECM Step Completion
Industry Guides Roadmaps, Reference Architectures, Workshops
ECM Platform Content Collection & Archiving Records Management & Federation eDiscovery Management & Analysis Advanced Classification Partner Solutions Information Infrastructure Compliant Information Management IBM Strategy for Enterprise Content Compliance & Discovery
IBM Content Collection and Archiving Architecture Modular and Extensible … Powered By New Task Routing Policy & Task Routing Engine <ul><li>IBM NATIVE </li></ul><ul><li>FileNet P8 </li></ul><ul><li>CM8 </li></ul><ul><li>FileNet Image Services </li></ul><ul><li>Tivoli Storage Manager </li></ul><ul><li>CUSTOM / OTHER </li></ul><ul><li>Microsoft File System </li></ul><ul><li>IBM Content Integrator </li></ul><ul><li>CMIS </li></ul><ul><li>MESSAGING / E-MAIL </li></ul><ul><li>Microsoft Exchange </li></ul><ul><li>Lotus Domino </li></ul><ul><li>PST content </li></ul><ul><li>Instant Messaging (3rd party) </li></ul><ul><li>NSF content </li></ul><ul><li>FILE SYSTEMS </li></ul><ul><li>Microsoft File System </li></ul><ul><li>Desktops </li></ul><ul><li>Other File Systems </li></ul><ul><li>OTHER </li></ul><ul><li>Microsoft SharePoint </li></ul><ul><li>Lotus Quickr </li></ul><ul><li>IBM Content Integrator </li></ul><ul><li>CMIS </li></ul><ul><li>Tivoli Storage Manager </li></ul><ul><li>Backup Tapes </li></ul><ul><li>CUSTOM </li></ul><ul><li>API Support </li></ul><ul><li>INTERNAL TASKS </li></ul><ul><li>Copy / Move / Delete / Stub </li></ul><ul><li>De-Duplication </li></ul><ul><li>Rules-Based Classification </li></ul><ul><li>EXTERNAL TASKS </li></ul><ul><li>Records Declaration </li></ul><ul><li>Advanced Classification </li></ul><ul><li>Rendering (3rd party) </li></ul><ul><li>CUSTOM TASKS </li></ul><ul><li>API Support / Partner Apps </li></ul><ul><li>Encryption </li></ul><ul><li>System Lookups </li></ul><ul><li>3rd Party Rules / Policy Mgt </li></ul>Source Connectors 1 2 3 Task Connectors Target Connectors Available now Future options
eDiscovery Search & Analytics Efficient litigation response enabled by proactive info management Increase agility, improve defensibility, and lower cost of eDiscovery response with targeted tools to retrieve, hold, manage, assess and intelligently cull collected electronic information <ul><li>IBM eDiscovery Manager </li></ul><ul><li>Tool for authorized IT users to help respond to discovery requests from legal </li></ul><ul><li>Create and manage cases; search, assign, hold, preview, and export collected content </li></ul><ul><li>Built on and integrated with ECM platform with full auditability for chain-of-custody </li></ul><ul><li>IBM eDiscovery Analyzer </li></ul><ul><li>Early case assessment and smart culling for legal professionals and litigation support specialists </li></ul><ul><li>Smart refinement of case collections to help dramatically reduce eDiscovery costs </li></ul><ul><li>Advanced conceptual search and content analytics for rapid case insight </li></ul>
IBM ECM Discovery Vision Enabling better business outcomes from enterprise content Disorganized or Lost Content Organized Content in IBM ECM repositories Insightful Content visibility & business insight Content Access IBM OmniFind Search Content Classification IBM Classification Module From Chaos to Order New Visibility & Insight Search & Analytics Solutions IBM Content Analyzer IBM eDiscovery Manager IBM eDiscovery Analyzer
Leveraging Enterprise Content Management Sophistication Scale & Reach Groups LOB Global Enterprise Your strategy should enable rapid growth while minimizing cost and risk as you scale from servicing individual users to a global enterprise. Individuals <ul><li>Heterogeneous enterprise content </li></ul><ul><li>Integrated enterprise processes </li></ul><ul><li>Compliance policy management </li></ul><ul><li>Master Metadata management </li></ul><ul><li>Legal discovery </li></ul><ul><li>Information Lifecycle Management </li></ul><ul><li>Shared content repositories </li></ul><ul><li>Persuasive collaboration </li></ul><ul><li>Automated business processes </li></ul><ul><li>Retention and records management </li></ul><ul><li>Contextual search and semantics </li></ul><ul><li>Manage content for compliance </li></ul><ul><li>Content authoring </li></ul><ul><li>Basic collaboration </li></ul><ul><li>Web content management </li></ul><ul><li>Archiving </li></ul><ul><li>Simple search </li></ul><ul><li>Create, Contribute & Consume content </li></ul><ul><li>File share </li></ul>
IBM ECM Product Strategy Ken Bisconti, VP Products and Strategy