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Similar to Emc World Evergreen Preso 5 16 07 With Demo Slides
Similar to Emc World Evergreen Preso 5 16 07 With Demo Slides (20)
Emc World Evergreen Preso 5 16 07 With Demo Slides
- 1. Evergreen Investments:
Using EMC Web Publisher for
Secure Access to Financial
Information
Christine Weaver
Valbona LaChapelle
Bryant Bonner
1
© Copyright 2007 EMC Corporation. All rights reserved.
- 2. Question
When was the last time you examined your investments?
Which Subsidiary of Wachovia Corporation
– Is a Broadly Diversified Asset Management Organization
– Is the 20th Largest Mutual Fund Company
– Currently Manages $312* Billion in Assets (*as of 3/31/2007)
– Employs More Than 1400 People
– Created the First Mutual Fund, “Family of Funds”
2
© Copyright 2007 EMC Corporation. All rights reserved.
- 3. Agenda
Using Web Publisher for Secure Access to Financial Information
About InvestNet
– Introduction
– Goals
– Challenges
About the Solution
– The Intranet
– The Technology Behind It
– The Results
Demo
Future Direction
3
© Copyright 2007 EMC Corporation. All rights reserved.
- 4. About InvestNet
Evergreen Investments’ intranet site
Gateway for delivering Evergreen information and
resources
Used by sales, portfolio management and business support
Over 2,500 site users within Evergreen & Wachovia
A million visits per year
Over 7,000 downloadable documents available
Heavily regulated environment (NASD, SEC, SAS70)
4
© Copyright 2007 EMC Corporation. All rights reserved.
- 5. Goals for the New Intranet Site
Create a collection of specific portals, not just site sections
– Feed specific audiences into targeted areas
– Use EMC Documentum Web Publisher
Increase publishing efficiency
– Upload or update large collections of documents
– Feed individual documents into multiple portals
Ensure secure access and the right permissions
Do it quick! Evergreen had an aggressive timeline for the
project
5
© Copyright 2007 EMC Corporation. All rights reserved.
- 6. Challenges of the Original Intranet Site
The static, HTML-based site was increasingly complex in
size, scope and functionality
– Site was a collection of documents and complex navigation
– Needed a more efficient way to update multiple documents
– Needed a change control process to ensure compliance and
adherence to audit requirements
Required complex site security
– Specific content had to be restricted
– Content authors needed varying degrees of access
– Administration of security had to be a non-IT function
6
© Copyright 2007 EMC Corporation. All rights reserved.
- 7. About the Solution
The technology behind the new InvestNet site
Develop Site
Approve
Framework
Compliance Alignment
J2EE Struts
Contribute Migrate
Enhanced User Leverage Existing
Experience Data
7
© Copyright 2007 EMC Corporation. All rights reserved.
- 8. About the Solution
The technology behind the new InvestNet site
Develop Site
Approve
Framework
Compliance Alignment
J2EE Struts
Contribute Migrate
Enhanced User Leverage Existing
Experience Data
8
© Copyright 2007 EMC Corporation. All rights reserved.
- 9. About the Solution
The technology behind the new InvestNet site
Develop Site
Approve
Framework
Compliance Alignment
J2EE Struts
Contribute Migrate
Enhanced User Leverage Existing
Experience Data
9
© Copyright 2007 EMC Corporation. All rights reserved.
- 10. About the Solution
The technology behind the new InvestNet site
Develop Site
Approve
Framework
Compliance Alignment
J2EE Struts
Web Publisher
Customizations
Bulk Updater / Importer
Contribute Migrate
Enhanced User Leverage Existing
Experience Data
10
© Copyright 2007 EMC Corporation. All rights reserved.
- 11. About the Solution
The technology behind the new InvestNet site
Develop Site
Approve
Framework
Compliance Alignment
J2EE Struts
Author Approve Published
Content Content Page
Revise
Contribute Migrate
Enhanced User Leverage Existing
Experience Data
11
© Copyright 2007 EMC Corporation. All rights reserved.
- 12. Demo
12
© Copyright 2007 EMC Corporation. All rights reserved.
- 13. earn More
Creation of Site Navigation
Scenario One
13
© Copyright 2007 EMC Corporation. All rights reserved.
- 14. Creation of Site Navigation
14
© Copyright 2007 EMC Corporation. All rights reserved.
- 15. Creation of Site Navigation
15
© Copyright 2007 EMC Corporation. All rights reserved.
- 16. Creation of Site Navigation
16
© Copyright 2007 EMC Corporation. All rights reserved.
- 17. Creation of Site Navigation
17
© Copyright 2007 EMC Corporation. All rights reserved.
- 18. Creation of Site Navigation
18
© Copyright 2007 EMC Corporation. All rights reserved.
- 19. Creation of Site Navigation
19
© Copyright 2007 EMC Corporation. All rights reserved.
- 20. Creation of Site Navigation
20
© Copyright 2007 EMC Corporation. All rights reserved.
- 21. Creation of Site Navigation
21
© Copyright 2007 EMC Corporation. All rights reserved.
- 22. Creation of Site Navigation
22
© Copyright 2007 EMC Corporation. All rights reserved.
- 23. Creation of Site Navigation
23
© Copyright 2007 EMC Corporation. All rights reserved.
- 24. earn More
Bulk Import of Business Documents
Scenario Two
24
© Copyright 2007 EMC Corporation. All rights reserved.
- 25. Bulk Import of Business Documents
25
© Copyright 2007 EMC Corporation. All rights reserved.
- 26. Bulk Import of Business Documents
26
© Copyright 2007 EMC Corporation. All rights reserved.
- 27. Bulk Import of Business Documents
27
© Copyright 2007 EMC Corporation. All rights reserved.
- 28. Bulk Import of Business Documents
28
© Copyright 2007 EMC Corporation. All rights reserved.
- 29. Bulk Import of Business Documents
29
© Copyright 2007 EMC Corporation. All rights reserved.
- 30. Bulk Import of Business Documents
30
© Copyright 2007 EMC Corporation. All rights reserved.
- 31. Bulk Import of Business Documents
31
© Copyright 2007 EMC Corporation. All rights reserved.
- 32. Bulk Import of Business Documents
32
© Copyright 2007 EMC Corporation. All rights reserved.
- 33. earn More
Bulk Update of Business Documents
Scenario Three
33
© Copyright 2007 EMC Corporation. All rights reserved.
- 34. Bulk Update of Business Documents
34
© Copyright 2007 EMC Corporation. All rights reserved.
- 35. Bulk Update of Business Documents
35
© Copyright 2007 EMC Corporation. All rights reserved.
- 36. Bulk Update of Business Documents
36
© Copyright 2007 EMC Corporation. All rights reserved.
- 37. Bulk Update of Business Documents
37
© Copyright 2007 EMC Corporation. All rights reserved.
- 38. Bulk Update of Business Documents
38
© Copyright 2007 EMC Corporation. All rights reserved.
- 39. Bulk Update of Business Documents
39
© Copyright 2007 EMC Corporation. All rights reserved.
- 40. Bulk Update of Business Documents
40
© Copyright 2007 EMC Corporation. All rights reserved.
- 41. Bulk Update of Business Documents
41
© Copyright 2007 EMC Corporation. All rights reserved.
- 42. Bulk Update of Business Documents
42
© Copyright 2007 EMC Corporation. All rights reserved.
- 43. Bulk Update of Business Documents
43
© Copyright 2007 EMC Corporation. All rights reserved.
- 44. Bulk Update of Business Documents
44
© Copyright 2007 EMC Corporation. All rights reserved.
- 45. About the Solution
A more robust and secure intranet
InvestNet is now a dynamic site with systematic navigation
Each user has access to a specific business portal
Documents can be placed into Documentum once and
published across portals
Up to 100 documents can be updated at once
Site and access security is built in and maintained by the
Web site business owners
45
© Copyright 2007 EMC Corporation. All rights reserved.
- 46. About the Solution
The results of the deployment
Satisfies the regulatory and audit requirements for the
content maintained on the site
Maintained integrity of content management process
Ability for business users to maintain both content and
navigation
Consistent business content across web site
Reduction in IT maintenance costs
Improved ability to scale with business strategy
46
© Copyright 2007 EMC Corporation. All rights reserved.
- 47. Future Direction
InvestNet’s next steps
Migration of ASW intranet site from SQL Server to EMC
Documentum technology
Enhancements to Web Publisher bulk importer/updater and
search features
InvestNet delivery via Evergreen Extranet
Intranet site delivery to third party broker/dealer business
partners and outside U.S.
Utilize Google for enhanced search
47
© Copyright 2007 EMC Corporation. All rights reserved.