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Digital Transformation Amidst a Global Pandemic
Low-Code, Cloud, AI and
Modern Content Management
Sean Baird
Director of Product Marketing, Nuxeo
December 2020
Vineet Bhandari
Head of Customer Success, Cognizant
What is
Digital Transformation?
2
Digital
Technologies
Leverage:
• Cloud
• Content services
• Artificial intelligence
• Process management
Your
Business
To modify existing:
• Business processes
• Culture
• Customer experiences
Digital
Transformation
To meet changing:
• Business conditions
• Market disruption
• Competitors
Digital
transformation
is a journey,
not a
destination.
of ECM
and nothing
has really
changed...
YEARS % % MIN
Believe their organization
lacks the skills to capitalize
on AI
See the potential of AI to
automate mundane tasks
Time spent daily looking for
information
Organization’s systems are not fully
connected to each other
Average number
of solutions
9
It’s clearly time for
a new approach
Modern Content
Requirements
SUPPORT
digital form factors
DELIVER
insight & intelligence
EMBRACE
new content types
ENSURE
governance & security
ACCELERATE
cloud adoption
MAKE IT EASY
to build new apps
BRIDGE
information silos
OPERATE
at extreme scale
Legacy ECM
Challenges
Legacy ECM
Single repository
solutions
Suites
not a platform
Pre-cloud
architectures
Difficult
to develop on
Expensive
to own & operate
Legacy ECM
Multi-repository
approach
Singular
platforms
Cloud
native
Low-code
tooling
Cloud consumption
pricing
Single repository
solutions
Suites
not a platform
Pre-cloud
architectures
Difficult
to develop on
Expensive
to own & operate
Content Services
is different
The rise of modern, cloud-native
Content Services Platforms
offers a new approach.
Intelligent
Content Starts
with Data
Information =
data + content
Readily accessible Contextual
Available anywhere Governed & secure
Content Services drive
productivity while providing
new, actionable insights.
1500+
Consultants
900+
Projects
300+
Clients
15+
Years of Experience
PARTNERS WITH TOP CONTENT
SERVICE PLATFORM VENDORS
DIGITAL CONTENT CENTRIC
SOLUTIONS
AGILE, DEVOPS , DIGITAL
ENGINEERING BASED SOLUTION
SMART SEARCH AND
INSIGHTS
CONTENT
MODERNIZATION
COGNITIVE
CAPTURE
COMMUNICATIONS
MANAGEMENT
Content Service Platform (CSP) Practice Overview
Nuxeo Competency
IMPLEMENTATION
 On-Premise, SAAS, Cloud-Based, or hybrid
 Flexible onsite-offshore resourcing model
 Integrations with the existing digital ecosystem
MIGRATION
 Migration of content from existing platforms to target system
 Multiple data migration options suited to business needs
CSP STRATEGY
 Current state assessment and strategy
 Future state definition and solution evaluation
EVALUATION
 Fit Gap analysis, Feasibility Studies and Assessments
 Content modernization
TESTING SERVICES
TRAIN
 Train the trainer methodology
 Workshops, Go-Live Webinars, User Training Guide
LIBRARY MANAGEMENT & GOVERNANCE
 Formulate organized vocabulary for the metadata
 Taxonomy Maintenance & Workflow Approvals
CHANGE MANAGEMENT
 Key organization enablers to drive adoption of new
platform
 Ensure smooth global rollouts and on-boarding
SUPPORT
 Varied support options (8X5, 16X5, 24X5)
 Local language support
Using these slides
There are a number of slides included in this deck for both internal
and external users. The slides with a Black titles can be shared
with customers and the ones in Purple are for internal use only
Cloud
Unlocking new accessability
& scale to transform the
business
Cloud should be
about choice
 No longer on-premises vs. cloud
 No “one size fits all”
 Self-managed vs. vendor-managed
 Hybrid configurations due to regulations
 Need to support customer preferences
 And operate at Cloud scale…
Cloud architecture
matters
 Individually scalable services
 Elastic scaling for peak volumes
 Multi-tier archiving support
 Serverless scalability for compute-intensive
activities
 Edge caching and CDNs for global delivery
 Open architecture to support customer
preferences
Document management for a Fortune 500 retail-pharmacy
Business
Challenge
Cognizant
Solution
Business
Benefit
SILOED document
management systems
on aging legacy
technologies
LESS flexible workflow
to keep up with the
changing business
demands
IMPLEMENTED
greenfield Nuxeo
solution on AWS Cloud
using a phased
approach
AUTOMATED 10+
document centric
workflows across 60
internal departments
CUSTOM integration
mechanism between
Nuxeo, SAP, KMS and
SharePoint
Improved COMPLIANCE
with centralized storage
along with historic
content (15+ years)
migration
TCO SAVINGS
($200K per year) by
migrating away from
legacy technologies
Improved
PRODUCTIVITY with
process workflows
automation and
enhanced search
LIMITATION in
integrating with other
business applications
viz. SAP, KMS
Nuxeo on AWS Cloud
Using these slides
There are a number of slides included in this deck for both internal
and external users. The slides with a Black titles can be shared
with customers and the ones in Purple are for internal use only
Artificial Intelligence
Utilizing machine-learning
models for data enrichment
THERE
ARE
TYPES
OF AI
Enrich.
Decide.
Optimize.
GENERIC
• Connect to a broad set
of public services
• Commodity models
provide generic
services
BUSINESS-
SPECIFIC
• Deliver highly relevant
insights and
enrichments
• Custom models deliver
more meaningful
outcomes for business
Land Vehicle Vehicle Car Motor Vehicle
Transport Parking Mode of Transport Van
Automotive Tire Bumper MinivanTire
Sport Utility Vehicle Family Car
Vehicle Registration Plate
Chevrolet Tahoe
Asphalt Gas Minibus
Generic AI = Generic Data
Note: Depicts actual data generated from Ford image by Google Cloud Vision API service
Demos ability of AI/ML to
apply data to assets
Generally useful in
increasing findability and
reuse
Relevancy and accuracy of
the model is inherently
limited
1
2
3
Model returns a set of labels
lacking business-critical
data elements
4
Custom ML models =
business-specific data
Brand: Chevrolet
Model: Tahoe
License St.: Illinois
License No.: K24 1771
Custom models produce much
more relevant data values1
True entity extraction
enables workflow
automation
2
Business value inherently
increases with specificity of
the data generated
3
Veh. Color: Gold Mist Metallic
Brand: Dodge
Model: Ram Van
License St.: Illinois
License No.: XXX 8242
Veh. Color: Bright White
Operator: John Smith
Intelligent automation for
routine tasks
What form
is it?
Is it complete?
Has it been
signed?
Form
Processing
Yes
No
1 Classification
2 Exception handling
3 Entity extraction
4 Intelligent routing
Bring new insight to
your business
1 Image processing
2 Fraud detection
3 Damage comparison
4 Intelligent routing
Duplicate
photo?
Damage
Estimate
Yes
No
An AI that Understands
Your Business
Crafted
specifically
for you
Not built
only for
ML experts
Auditable &
understandable
by the business
AI must quickly and
easily identify
new insights and
promote automation.
Leverage AI’s true transformational potential for a CPG client
Address usage pain points
 Low quality tags: when not enough time is spent on adding tags
 Loss of productivity – when more time is spent on adding tags or searching content
PHASE 2
Build AI + ML models to ….
 Train to classify business metadata
 Identify duplicates to optimize storage
 Identify adaptations and renditions to
ensure usage and compliance
 Auto-archive based on usage patterns to
minimize storage costs
PHASE 1
Used industry-leading AI tools for intelligent classification and tagging
95% 87%
of content was
enriched with
AI tags
8
hours
of AI tags were
recognized as
relevant
saved for
tagging every
100 documents
36%
more tags per
content – that
improved search
26%
increase in user
sessions ending
with downloads
Using these slides
There are a number of slides included in this deck for both internal
and external users. The slides with a Black titles can be shared
with customers and the ones in Purple are for internal use only
Low Code
Enabling fast time-to-value
and continuous innovation
Low Code Reduces Time to Value
Software asset
libraries
Reusable
components
Templates Configuration
Configure & Extend
As Easy as 1 – 2 – 3
DESIGN
• Visual design paradigm
• Configure data types
• Graphically build workflows
× Design app with graphical
design tools
• CI/CD
• Fast refresh to deploy
changes
× Refine solutions over
time
REFINEFINE TUNE
• Elements catalog
• Development toolbox
× Tailor your app to meet
specific requirements
Low-code, “point and click” experience
Digital Asset Management use case
An interface for brand marketers to easily collaborate with creative agencies to create and
distribute digital assets
Define a custom UI template… using intuitive configuration tool (Nuxeo Studio)
Quickly configure creative approval process… using Nuxeo GUI workflow builder
Simplified user management… using Nuxeo administration panel
Optimize storage costs… using AWS (S3 and Glacier) accelerator tool
Low code helps to… build… learn… adapt
Using these slides
There are a number of slides included in this deck for both internal
and external users. The slides with a Black titles can be shared
with customers and the ones in Purple are for internal use only
Modernization
Connect & consolidate =
rational approach
A Rational Approach
to Modernization
CONNECT CONSOLIDATE
• Integrate multiple repositories
• Extend value of existing systems
• Rapid Return on Investment (ROI)
• Quickly establish consistent foundation
for modernization
Connect to existing data
and content sources
Key Benefits
• Reduce reliance on legacy systems
• Decrease Total Cost of Ownership
• Support cloud initiatives
• Single, future-proof platform
Migrate content and
retire legacy systems
Key Benefits
Time
Modern, Platform-as-a-
Service for Content
Challenges
 Modernize IT to compete with
new market entrants
 Replace OpenText solution
 Proliferation of doc types made
it difficult to find information
 Two-step migration
approach
 Start with two key countries,
then expand to other markets
Benefits
 Enhanced customer
experience – streamlined
exchange of customer info
 Accelerated time to market
for new products & services
 New PaaS completely fits
new technological landscape
 Improved relationship
between IT & business
Solution
 Global PaaS for document
management, deployed
country by country
 OpenShift deployment for
each country
 Federate existing LiveLink
object stores
 New global discipline for
managing document types
Unlocking Real Business Value
Accelerate journey
to the Cloud
Gain new insights
from information
Optimize
business processes
Digitally transform
your business
Questions?
Sean Baird Nuxeo
sbaird@nuxeo.com
Vineet Bhandari Cognizant
vineet.bhandari@cognizant.com
Read the complimentary Gartner Magic
Quadrant to help you evaluate vendors’
ability to deliver Content Services
Platforms (CSPs) that enable and
empower digital business.
https://www.nuxeo.com/resources/gartner-magic-
quadrant-content-services-platforms/

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Enabling Digital Transformation Amidst a Global Pandemic | Low-Code, Cloud, AI and Modern Content Management

  • 1. Digital Transformation Amidst a Global Pandemic Low-Code, Cloud, AI and Modern Content Management Sean Baird Director of Product Marketing, Nuxeo December 2020 Vineet Bhandari Head of Customer Success, Cognizant
  • 2. What is Digital Transformation? 2 Digital Technologies Leverage: • Cloud • Content services • Artificial intelligence • Process management Your Business To modify existing: • Business processes • Culture • Customer experiences Digital Transformation To meet changing: • Business conditions • Market disruption • Competitors
  • 4. of ECM and nothing has really changed... YEARS % % MIN Believe their organization lacks the skills to capitalize on AI See the potential of AI to automate mundane tasks Time spent daily looking for information Organization’s systems are not fully connected to each other Average number of solutions 9
  • 5. It’s clearly time for a new approach
  • 6. Modern Content Requirements SUPPORT digital form factors DELIVER insight & intelligence EMBRACE new content types ENSURE governance & security ACCELERATE cloud adoption MAKE IT EASY to build new apps BRIDGE information silos OPERATE at extreme scale
  • 7. Legacy ECM Challenges Legacy ECM Single repository solutions Suites not a platform Pre-cloud architectures Difficult to develop on Expensive to own & operate
  • 8. Legacy ECM Multi-repository approach Singular platforms Cloud native Low-code tooling Cloud consumption pricing Single repository solutions Suites not a platform Pre-cloud architectures Difficult to develop on Expensive to own & operate Content Services is different
  • 9. The rise of modern, cloud-native Content Services Platforms offers a new approach.
  • 10. Intelligent Content Starts with Data Information = data + content Readily accessible Contextual Available anywhere Governed & secure
  • 11. Content Services drive productivity while providing new, actionable insights.
  • 12. 1500+ Consultants 900+ Projects 300+ Clients 15+ Years of Experience PARTNERS WITH TOP CONTENT SERVICE PLATFORM VENDORS DIGITAL CONTENT CENTRIC SOLUTIONS AGILE, DEVOPS , DIGITAL ENGINEERING BASED SOLUTION SMART SEARCH AND INSIGHTS CONTENT MODERNIZATION COGNITIVE CAPTURE COMMUNICATIONS MANAGEMENT Content Service Platform (CSP) Practice Overview
  • 13. Nuxeo Competency IMPLEMENTATION  On-Premise, SAAS, Cloud-Based, or hybrid  Flexible onsite-offshore resourcing model  Integrations with the existing digital ecosystem MIGRATION  Migration of content from existing platforms to target system  Multiple data migration options suited to business needs CSP STRATEGY  Current state assessment and strategy  Future state definition and solution evaluation EVALUATION  Fit Gap analysis, Feasibility Studies and Assessments  Content modernization TESTING SERVICES TRAIN  Train the trainer methodology  Workshops, Go-Live Webinars, User Training Guide LIBRARY MANAGEMENT & GOVERNANCE  Formulate organized vocabulary for the metadata  Taxonomy Maintenance & Workflow Approvals CHANGE MANAGEMENT  Key organization enablers to drive adoption of new platform  Ensure smooth global rollouts and on-boarding SUPPORT  Varied support options (8X5, 16X5, 24X5)  Local language support
  • 14. Using these slides There are a number of slides included in this deck for both internal and external users. The slides with a Black titles can be shared with customers and the ones in Purple are for internal use only Cloud Unlocking new accessability & scale to transform the business
  • 15. Cloud should be about choice  No longer on-premises vs. cloud  No “one size fits all”  Self-managed vs. vendor-managed  Hybrid configurations due to regulations  Need to support customer preferences  And operate at Cloud scale…
  • 16. Cloud architecture matters  Individually scalable services  Elastic scaling for peak volumes  Multi-tier archiving support  Serverless scalability for compute-intensive activities  Edge caching and CDNs for global delivery  Open architecture to support customer preferences
  • 17. Document management for a Fortune 500 retail-pharmacy Business Challenge Cognizant Solution Business Benefit SILOED document management systems on aging legacy technologies LESS flexible workflow to keep up with the changing business demands IMPLEMENTED greenfield Nuxeo solution on AWS Cloud using a phased approach AUTOMATED 10+ document centric workflows across 60 internal departments CUSTOM integration mechanism between Nuxeo, SAP, KMS and SharePoint Improved COMPLIANCE with centralized storage along with historic content (15+ years) migration TCO SAVINGS ($200K per year) by migrating away from legacy technologies Improved PRODUCTIVITY with process workflows automation and enhanced search LIMITATION in integrating with other business applications viz. SAP, KMS Nuxeo on AWS Cloud
  • 18. Using these slides There are a number of slides included in this deck for both internal and external users. The slides with a Black titles can be shared with customers and the ones in Purple are for internal use only Artificial Intelligence Utilizing machine-learning models for data enrichment
  • 19. THERE ARE TYPES OF AI Enrich. Decide. Optimize. GENERIC • Connect to a broad set of public services • Commodity models provide generic services BUSINESS- SPECIFIC • Deliver highly relevant insights and enrichments • Custom models deliver more meaningful outcomes for business
  • 20. Land Vehicle Vehicle Car Motor Vehicle Transport Parking Mode of Transport Van Automotive Tire Bumper MinivanTire Sport Utility Vehicle Family Car Vehicle Registration Plate Chevrolet Tahoe Asphalt Gas Minibus Generic AI = Generic Data Note: Depicts actual data generated from Ford image by Google Cloud Vision API service Demos ability of AI/ML to apply data to assets Generally useful in increasing findability and reuse Relevancy and accuracy of the model is inherently limited 1 2 3 Model returns a set of labels lacking business-critical data elements 4
  • 21. Custom ML models = business-specific data Brand: Chevrolet Model: Tahoe License St.: Illinois License No.: K24 1771 Custom models produce much more relevant data values1 True entity extraction enables workflow automation 2 Business value inherently increases with specificity of the data generated 3 Veh. Color: Gold Mist Metallic Brand: Dodge Model: Ram Van License St.: Illinois License No.: XXX 8242 Veh. Color: Bright White Operator: John Smith
  • 22. Intelligent automation for routine tasks What form is it? Is it complete? Has it been signed? Form Processing Yes No 1 Classification 2 Exception handling 3 Entity extraction 4 Intelligent routing
  • 23. Bring new insight to your business 1 Image processing 2 Fraud detection 3 Damage comparison 4 Intelligent routing Duplicate photo? Damage Estimate Yes No
  • 24. An AI that Understands Your Business Crafted specifically for you Not built only for ML experts Auditable & understandable by the business
  • 25. AI must quickly and easily identify new insights and promote automation.
  • 26. Leverage AI’s true transformational potential for a CPG client Address usage pain points  Low quality tags: when not enough time is spent on adding tags  Loss of productivity – when more time is spent on adding tags or searching content PHASE 2 Build AI + ML models to ….  Train to classify business metadata  Identify duplicates to optimize storage  Identify adaptations and renditions to ensure usage and compliance  Auto-archive based on usage patterns to minimize storage costs PHASE 1 Used industry-leading AI tools for intelligent classification and tagging 95% 87% of content was enriched with AI tags 8 hours of AI tags were recognized as relevant saved for tagging every 100 documents 36% more tags per content – that improved search 26% increase in user sessions ending with downloads
  • 27. Using these slides There are a number of slides included in this deck for both internal and external users. The slides with a Black titles can be shared with customers and the ones in Purple are for internal use only Low Code Enabling fast time-to-value and continuous innovation
  • 28. Low Code Reduces Time to Value Software asset libraries Reusable components Templates Configuration
  • 30. As Easy as 1 – 2 – 3 DESIGN • Visual design paradigm • Configure data types • Graphically build workflows × Design app with graphical design tools • CI/CD • Fast refresh to deploy changes × Refine solutions over time REFINEFINE TUNE • Elements catalog • Development toolbox × Tailor your app to meet specific requirements Low-code, “point and click” experience
  • 31. Digital Asset Management use case An interface for brand marketers to easily collaborate with creative agencies to create and distribute digital assets Define a custom UI template… using intuitive configuration tool (Nuxeo Studio) Quickly configure creative approval process… using Nuxeo GUI workflow builder Simplified user management… using Nuxeo administration panel Optimize storage costs… using AWS (S3 and Glacier) accelerator tool Low code helps to… build… learn… adapt
  • 32. Using these slides There are a number of slides included in this deck for both internal and external users. The slides with a Black titles can be shared with customers and the ones in Purple are for internal use only Modernization Connect & consolidate = rational approach
  • 33. A Rational Approach to Modernization CONNECT CONSOLIDATE • Integrate multiple repositories • Extend value of existing systems • Rapid Return on Investment (ROI) • Quickly establish consistent foundation for modernization Connect to existing data and content sources Key Benefits • Reduce reliance on legacy systems • Decrease Total Cost of Ownership • Support cloud initiatives • Single, future-proof platform Migrate content and retire legacy systems Key Benefits Time
  • 34. Modern, Platform-as-a- Service for Content Challenges  Modernize IT to compete with new market entrants  Replace OpenText solution  Proliferation of doc types made it difficult to find information  Two-step migration approach  Start with two key countries, then expand to other markets Benefits  Enhanced customer experience – streamlined exchange of customer info  Accelerated time to market for new products & services  New PaaS completely fits new technological landscape  Improved relationship between IT & business Solution  Global PaaS for document management, deployed country by country  OpenShift deployment for each country  Federate existing LiveLink object stores  New global discipline for managing document types
  • 35. Unlocking Real Business Value Accelerate journey to the Cloud Gain new insights from information Optimize business processes Digitally transform your business
  • 36. Questions? Sean Baird Nuxeo sbaird@nuxeo.com Vineet Bhandari Cognizant vineet.bhandari@cognizant.com
  • 37. Read the complimentary Gartner Magic Quadrant to help you evaluate vendors’ ability to deliver Content Services Platforms (CSPs) that enable and empower digital business. https://www.nuxeo.com/resources/gartner-magic- quadrant-content-services-platforms/

Editor's Notes

  1. 8/10 organizations say their systems aren’t fully integrated 9 is the average number of IM solutions for these orgs. Too many systems, not connected = a hour, on average, every day spent looking for information Many see the potential for AI, but worry they’re not in a position to capitalize on it Same questions 20 years ago, same answers
  2. Content management has always been about data (not content). Easy to store a document, it’s hard to do it well. Content needs to be: Readily accessible (easy to find) Contextual (use it to perform work) Available anywhere (mobile devices and now, remote working) Compliant and secure Data makes this possible. Bottom line, information should be instantly available to the people who need it and have the right to access it.
  3. No longer a discussion of on-premises vs. cloud And, cloud is also not “one size fits all” (SaaS offerings) Self-managed vs. vendor-managed Data privacy and locality regulations may dictate hybrid configurations Need to support customer preferences for cloud infrastructure providers, storage options and even services “The traditional drivers of cloud computing—cost savings and pay-as-you-consume contracts—will likely continue to push usage. Yet the next round of adoption will likely be driven by other key benefits that cloud offers—namely speed, flexibility, and scalability.” - Deloitte, 2019
  4. No longer a discussion of on-premises vs. cloud And, cloud is also not “one size fits all” (SaaS offerings) Self-managed vs. vendor-managed Data privacy and locality regulations may dictate hybrid configurations Need to support customer preferences for cloud infrastructure providers, storage options and even services “The traditional drivers of cloud computing—cost savings and pay-as-you-consume contracts—will likely continue to push usage. Yet the next round of adoption will likely be driven by other key benefits that cloud offers—namely speed, flexibility, and scalability.” - Deloitte, 2019
  5. Generic: Connect to a broad set of public services for common use cases (general classification, enrichment, OCR, speech-to-text, etc.). Commodity models provide generic services. Specific: Deliver highly relevant insights and enrichments to enable specific business use cases / domains. Custom models deliver more meaningful outcomes for business.
  6. Two things to note here: Much more accurate data Not tagging, full entity extraction (i.e. brand = Chevrolet) Why is this important? This is how you automate a process. Can’t do this with tags. Can we do this today? Absolutely. Nuxeo Insight – Service that allows our customers to train their own models using their own content and data
  7. 60% of inbound forms are handwritten But you say: Chris, wait, we’ve been doing forms processing for years… Yes, but this content isn’t just in the mailroom anymore. Come from anywhere in the organization (email, text, social…need an enterprise service, not a mailroom scanning operation)
  8. Templates: Start with standard templates or reuse existing configurations to build new apps Reusable Components: Speed up application delivery by reusing existing user interface or AI configurations Software asset libraries: Draw upon vast libraries of proven software assets Configuration: Rather than complex customization, low-code enables efficient
  9. Enables even casual users to not only define and train new ML models, but also easily deploy and administer these models in production use cases.
  10. Worldwide Financial Services company Critical challenge was that they were not able to access customer data across different silos and processes New PaaS + Federation (LiveLink) … all metadata ingested into Nuxeo data model (single source of the truth) NOT using Simflofy; built their own integration to OpenText LiveLink (as well as some other existing file stores) Using Nuxeo’s binary manager (same component we use for Simflofy integration and Live Connect for Box, Dropbox, Google Drive, etc.) Spain: Employee HR documentation; customer avatars for mobile app Mexico alone is 1.5 petabytes of content Procurement, contracts, etc.