The information management market has grown from document management, through enterprise content management to content services platforms - and more change is sure to come.

1. The Future
of ECM
Dave Jones, VP Product Marketing

2. From ECM to Content Services
Transforming Information Management
Three Key Trends for 2019
Agenda
1
2
3

3. Let me tell you a
story….

4. In the beginning there was….
Document
Management

5. Then along came…
ECM

6. Enterprise Content Management
(ECM)
“...the strategies, methods and
tools used to capture, manage,
store, preserve, and deliver
content and documents related
to organizational processes.”
AIIM circa 2000

7. Then in early 2017
ECM IS DEAD!!!

8. What was wrong with ECM?
1
ECM was sold as a technology
2
Most organizations are not
content-first
3
ECM is only a piece of the
overall puzzle
4
A single version of the truth never
really existed

9. Introducing…
Content Services

10. “The future of ECM is based on
services that can be
combined to create
applications focused on
business outcomes.”
Gartner, 2017

11. From ECM to
Content Services
ECM was
• Single repository
• Designed to solely serve
information management
professionals
• A single vendor solution
Content services IS
• Multi-repository
• Designed for use anywhere in the
organization by anyone on any
device
• A connected eco-system of
services

12. Transforming
Information
Management

13. Content Chaos
Reigns
of organizations
struggle to find
the right
information in a
timely manner
believe that getting
access to
information locked in
legacy systems is
vital
have an inability
to connect
information from
different systems
76% 75% 79%

14. How do we solve the
content chaos within a
modern enterprise
to get the best from our
information assets?

15. Current Situation
Existing ECMs Cloud Storage EFSS Legacy Systems
3rd Party AppsStandard Interface Configured/Custom Solutions Mobile Apps

16. Transformation
3rd Party AppsStandard Interface
Existing ECM Cloud Storage EFSS Legacy Systems
Configured/Custom Solutions Mobile Apps
Content Services Platform

17. Transformed?
1
Simplifies search
2
Provides increased access to
legacy content
3
Connects silos
4
Provides a platform for true digital
transformation

18. 3 Trends for 2019

19. Trend #1
Modernization

20. Modernization
• Reduced reliance on legacy systems
• Increased mobile adoption
• Cloud-enablement
• Focus on CX
• Best of Breed Eco-system vs single solution

21. Trend #2
Real-world AI

22. Real-World AI
• AI moves beyond a toy
• Multiple use cases
• Intelligent Retention/Records Management
• Enrichment of legacy content
• Domain-enriched classification
• Content-type agnostic tagging

23. Trend #3
Low-code
Development

24. Low-Code
Development
• Ability to rapidly prototype, test & deploy
custom solutions
• For vendors, partners, end-users
• Integration to UX, CX tools to deliver user
friendly apps for employees and customers
• Democratization of information

25. Conclusions

26. Conclusions
• Information Management is constantly changing
• DM -> ECM -> CSP
• Content Services builds on ECM to address the IM
needs of the modern enterprise
• Modernization is the business application of CSP
• AI and Low-code will drive change in 2019

27. Thank
you!
Dave Jones
VP Product Marketing
djones@Nuxeo.com
@InstinctiveDave

28. Four Important Ways
that new approaches to Content Services (ECM)
are evolving and revolutionizing Information
Management
December 11, 2018 © 2018 OpenText
Fred Sass
Sr. Director, Product
Marketing
OpenText Content Services

29. Our Point of View
► Lead applications (e.g. SAP, Salesforce) will be where
the majority of content is accessed by business users
► Content Management systems must smartly co-exist
with Microsoft productivity tools to thrive
► Intelligent automation will be a major factor driving user
acceptance
► Information governance technologies (e.g. archiving) are
setting the stage for knowledge discovery

30. OpenText Enterprise Information Management
1,200
Partners
90% of
Fortune 1000
27 Years of
Innovation
$2.8B Revenue
in FY’18
120,000+
Customers
12,000
Employees
Enabling companies to digitize
processes and supply chains, and
extract value from their
information with analytics and
Artificial Intelligence.
OpenText helps create greater
business insight that leads to
smarter, data-driven decisions.

31. Lead applications (e.g. SAP, Salesforce) will be where
the majority of content is accessed by business usersNo. 1
POINT
OF VIEW
 Access content where you
need it
 Business process-centric
 Extending your existing ECM
investments

32. Lead applications (e.g. SAP, Salesforce) will be where
the majority of content is accessed by business usersNo. 1
POINT
OF VIEW
 Access content where you
need it
 Business process-centric
 Extending your existing ECM
investments

33. Content Management systems must smartly co-exist
with Microsoft productivity tools to thriveNo. 2
 Continued adoption of
Microsoft productivity tools
‒ Office 365, SharePoint, Teams,
OneDrive, etc.
 Content Services systems
layer on their unique
strengths
POINT
OF VIEW

34. Content Management systems must smartly co-exist
with Microsoft productivity tools to thriveNo. 2
POINT
OF VIEW
 Continued adoption of
Microsoft productivity tools
‒ Office 365, SharePoint, Teams,
OneDrive, etc.
 Content Services systems
layer on their unique
strengths

35. No. 3
 Manual tasks not accepted
by business users (i.e.
metadata, filing, etc.)
 Automation drives
consistency, findability and
content value
POINT
OF VIEW
Intelligent automation will be a major factor driving
user acceptance
<image>

36. No. 4
 Invest for governance and
compliance goals, but…
 Advancements in
analytics/AI open door to
uncovering insights
 While staying sensitive to
privacy
<image>
POINT
OF VIEW
Information governance technologies (e.g. archiving)
are setting the stage for knowledge discovery

37. No. 4
 Invest for governance and
compliance goals, but…
 Advancements in
analytics/AI open door to
uncovering insights
 While staying sensitive to
privacy
POINT
OF VIEW
Information governance technologies (e.g. archiving)
are setting the stage for knowledge discovery

38. Recap – Our Point of View
► Lead applications (e.g. SAP, Salesforce) will be where
the majority of content is accessed by business users
► Content Management systems must smartly co-exist
with Microsoft productivity tools to thrive
► Intelligent automation will be a major factor driving user
acceptance
► Information governance technologies (e.g. archiving) are
setting the stage for knowledge discovery

39. To learn more
www.opentext.com/ecm
blogs.opentext.com
/content-services/
December 11, 2018 © 2018 OpenText

40. Dec 1, 2018 l Altirnao Proprietary and Confidential
Cloud Content Services
The Future of Enterprise Content Management
Tony Majewski
CSP Solutions Architect
tony@aodocs.com

41. Dec 1, 2018 l Altirnao Proprietary and Confidential
What is Content Services?
Centralized content repository with flexibility through API, services, and microservices in how it can capture
and distribute content across various systems, platforms, and devices to create a strong user experience
without sacrificing enterprise requirements.
API
Object
Model
Engagement Platform(s)
Storage
Audit
View/Search Versioning
Business Systems Integrations
WF
The Modern Cloud CSP

42. Dec 1, 2018 l Altirnao Proprietary and Confidential
CSP: Value of Flexibility
API
Object
Model
Engagement Platform(s)
Storage
Audit
View/Search Versioning
Business Systems Integrations
WF
Business Systems
ERP SAP/NetSuite/Et al.
CRM SFDC/Copper/Et al.
HRMS Workday/Peoplesoft
Logistics / Procurement
SMB Suites QuickBooks
Niche Solutions
Homegrown Biz Systems
Integrations
eSig DocuSign/AdobeSign
OCR/ICR PSIGen, Vision API
DLP Google DLP API
Encryption Virtru
Social Workplace/LumApps
Compliance Duo
Storage GCS
Engagement Platform(s)
AODocs, Drive, Gmail, LumApps, Workplace, Google
Sites, Awesome Table, ChatBots, Mobile App, Google
Forms, AppMaker, AppEngine

43. Dec 1, 2018 l Altirnao Proprietary and Confidential
AODocs CSP Market Vision
People will only use tools they like
Digital native millennials (50% of the workforce by 2020) have higher
expectations for user experience at work. Users will turn to readily
available SaaS alternatives rather than use unfriendly, IT-approved
internal applications.
Agility is crucial
The technical and business environment is changing at an ever
increasing pace. Business applications and processes have to
continuously adapt, which makes agility increasingly important over
“feature completeness”. Monolithic systems and year-long projects
are no longer an option.
Building a secure IT infrastructure is hard
New data breaches and software vulnerabilities are published every
day. Only public cloud companies have the resources and expertise to
build and maintain a secure computing, storage and networking
infrastructure, and a reliable user authentication and identity
management.
One in three Millennials said they would
prioritize device flexibility, social media
freedom and work mobility over salary in
accepting a job offer.
Source: Kenan-Flagler Business School
Through 2022, at least 95% of cloud security
failures will be the customer’s fault.
Source: “Is the Cloud Secure?” Gartner Research,
March 27, 2018

44. Dec 1, 2018 l Altirnao Proprietary and Confidential
AODocs Cloud Content Services Platform, built for people
G Suite integration and collaboration features
Google’s collaborative user experience combined with the
control, security and structure of a complete CS Platform
Born in the public cloud
Agile, scalable, secure and robust platform running on
Google Cloud. 99.94% availability in 2017. No service
interruption ever for “system maintenance”
“Built for people”
No training required: most legacy ECM replacement
projects are done without post-migration end user
training. Integration with modern collaboration platforms:
Google Docs / Sheets / Slides, GMail, Google Chat,
Facebook Workplace & Chat
What in the past took us hours, is now just
the work of a few minutes
Bart Gouweloose, Aveve
Watch video

45. Dec 1, 2018 l Altirnao Proprietary and Confidential
Human Resources
Publish job offers, hire new staff and
onboard new employees. Keep sensitive
information confidential and ensure
compliance with all regulations.
Quality
Make audits, feedback, and incident reports
easier to access. Obtain and maintain ISO
9001 certification.
Legal
Manage your legal documents from create,
review to e-signature. Reduce legal risk by
implementing retention rules and better
controlling sensitive information.
Operations
Streamline your operations and and stay
connected to your distributed workforce.
Procurement
Cut costs with better purchase request
processes and suppliers relationship
management.
Marketing
Take control of your publication workflows
and file organization to better collaborate
on creative campaigns.
Save on infrastructure costs and improve
user experience by replacing SharePoint
and other legacy systems.
IT
Sales
Automate your contract management
workflows and centralize your content to
accelerate your sales.
R&D
Automate your development workflows
and have more time to build great
products.
Bringing value to all departments

46. Dec 1, 2018 l Altirnao Proprietary and Confidential
Content Lifecycle
Google Drive
Retention Period DispositionAODocs Generated - E.g. Templates & Attachments
End-to-EndCSP
Email Capture Retention Period Disposition
DispositionRetention PeriodBusiness System Generated
> Expectation that the user will focus on their role & responsibilities
> Allow the platform to fill in the gaps
> Create as much efficiency as possible
Enterprise Content Services

47. Dec 1, 2018 l Altirnao Proprietary and Confidential
CSP Compliance: Regulations and Industry Standards
Legal
Data & Information Governance: PII, PHI, GDPR, retention &
disposal, and eDiscovery.
Compliance / Liability Risk CSP Business Processes
Records Management
Advanced Retention & Disposal, Audit Controls, eDiscovery
Streamline risk management controls, ensure proper policy
engagement, and bring more efficiency to audit preparations.
Audit ControlsFinance
Financial systems, data, and content control. Validated process
controls around data/content. Financial audits.
Deliver controlled modules ranging from controlled documentation,
audit/CAPA, PLM, and claim management.
Controlled QMS
ISO 9001:2015 Compliance; controlled document management for all
manufacturing industries.
Manufacturing
Deliver validated QMS modules that allow for FDA, GMP, and GxP
compliance in the cloud.
Validated QMS
FDA CFR 21 Part 11, GMP, GxP Compliance Requirements.
Pharmaceutical and Medical Device Manufacturing.
Life Sciences

48. Dec 1, 2018 l Altirnao Proprietary and Confidential
AODocs + Retention Module
Google Drive
Advanced Security & Productivity
Business Process Management Business Applications
Business Intelligence
End-to-EndCSP
> Understand your creation and capture points
> Targeted efficiency, adoption follows
> Content with appropriate requirements managed properly
Business Application Ex.
● ERP
● CRM
● HRMS
● Legal & Contract MGMT
● QMS
● SharePoint
● Lotus Applications
● Custom Applications
Enterprise Content Services

49. Dec 1, 2018 l Altirnao Proprietary and Confidential
Thank you!
Tony Majewski
CSP Solutions Architect
tony@aodocs.com