This presentation describes how to prepare RFP for new age corporate docflow / ECM solution (in Russian). It was prepared for and presented by me on βDocflow 2007β conference in Moscow last spring.
Π’Π΅Ρ Π½ΠΎΠ»ΠΎΠ³ΠΈΠΈ IBM Π΄Π»Ρ ΡΠΈΡΡΠΎΠ²ΠΎΠΉ Π°Π²ΡΠΎΠΌΠ°ΡΠΈΠ·Π°ΡΠΈΠΈ ΠΈ ΡΠΎΠ±ΠΎΡΠΈΠ·Π°ΡΠΈΠΈ Π±ΠΈΠ·Π½Π΅ΡΠ°Andrey Mikheev
Β
Π’Π΅Ρ Π½ΠΎΠ»ΠΎΠ³ΠΈΠΈ IBM Π΄Π»Ρ ΡΠΈΡΡΠΎΠ²ΠΎΠΉ Π°Π²ΡΠΎΠΌΠ°ΡΠΈΠ·Π°ΡΠΈΠΈ ΠΈ ΡΠΎΠ±ΠΎΡΠΈΠ·Π°ΡΠΈΠΈ Π±ΠΈΠ·Π½Π΅ΡΠ°:
IBM Filenet
IBM Datacap Insight Edition
IBM Case Manager
IBM Business Process Manager
IBM Operational Decision Manager
IBM Robotic Process Automation
This presentation describes how to prepare RFP for new age corporate docflow / ECM solution (in Russian). It was prepared for and presented by me on βDocflow 2007β conference in Moscow last spring.
Π’Π΅Ρ Π½ΠΎΠ»ΠΎΠ³ΠΈΠΈ IBM Π΄Π»Ρ ΡΠΈΡΡΠΎΠ²ΠΎΠΉ Π°Π²ΡΠΎΠΌΠ°ΡΠΈΠ·Π°ΡΠΈΠΈ ΠΈ ΡΠΎΠ±ΠΎΡΠΈΠ·Π°ΡΠΈΠΈ Π±ΠΈΠ·Π½Π΅ΡΠ°Andrey Mikheev
Β
Π’Π΅Ρ Π½ΠΎΠ»ΠΎΠ³ΠΈΠΈ IBM Π΄Π»Ρ ΡΠΈΡΡΠΎΠ²ΠΎΠΉ Π°Π²ΡΠΎΠΌΠ°ΡΠΈΠ·Π°ΡΠΈΠΈ ΠΈ ΡΠΎΠ±ΠΎΡΠΈΠ·Π°ΡΠΈΠΈ Π±ΠΈΠ·Π½Π΅ΡΠ°:
IBM Filenet
IBM Datacap Insight Edition
IBM Case Manager
IBM Business Process Manager
IBM Operational Decision Manager
IBM Robotic Process Automation
9. Π‘ΡΡΡΠΊΡΡΡΠ° ΡΠ΅ΡΠ΅Π½ΠΈΡ IBM ECM User Services Federation / Integration SERVICES Application Services Records & Retention Management Forms Management Report Management Web Content Management Image Capture Document Management e-Mail Management and Compliance Search & Discovery Business Process Management Collaboration & Communication Digital Asset Management CLIENTS Portals & Web Apps LOB & ISV Solutions Desktop Applications REPOSITORIES IBM FileNet Repository IBM Content Mgr Repository Additional Content Sources Storage Services Storage Services Compliance Tiered Storage Data Management Mgmt Console SVC - Virtualization
10. Β«ΠΠΎΡΠΊΡΡΠ½Π°Ρ ΡΠ΅Ρ Π½ΠΎΠ»ΠΎΠ³ΠΈΡΒ» ΠΠ΅ΠΏΠ°ΡΡΠ°ΠΌΠ΅Π½Ρ HR ΠΠ΅ΠΏΠ°ΡΡΠ°ΠΌΠ΅Π½Ρ N LDAP / ΠΠ°ΡΠ°Π»ΠΎΠ³ ΠΏΠΎΠ»ΡΠ·ΠΎΠ²Π°Ρ. Image Capture and Long-Term Storage Server Storage Mgmt System Department N - Capture Image Capture Image Processing Image Release User Access Search & Retrieval Image Capture and Long-Term Storage Server Storage Mgmt System Desktop Capture & Index Batch Capture and Index User Access Search & Retrieval Desktop Capture & Index HR Department - Capture Image Capture Image Processing Image Release Batch Capture and Index
11.
12. Π Π΅ΡΠ΅Π½ΠΈΠ΅ Π² ΡΠ°ΠΌΠΊΠ°Ρ Π΅Π΄ΠΈΠ½ΠΎΠΉ ΠΏΠ»Π°ΡΡΠΎΡΠΌΡ ΠΠ΅ΠΏΠ°ΡΡΠ°ΠΌΠ΅Π½Ρ HR User Access Search & Retrieval Desktop Capture & Index HR Department Content Management Briefing LDAP / ΠΠ°ΡΠ°Π»ΠΎΠ³ ΠΏΠΎΠ»ΡΠ·. Long-Term Storage and Retrieval Server Centralized Storage Mgmt System Filenet Department N ΠΠ΅ΠΏΠ°ΡΡΠ°ΠΌΠ΅Π½Ρ N Department N - Capture Image Capture Image Processing Image Release User Access Search & Retrieval Desktop Capture & Index Batch Capture and Index HR Department - Capture Image Capture Image Processing Image Release Batch Capture and Index
As most organizations are discovering, the use of an Information Lifecycle Management system is no longer an optional or discretionary item, it is vital, necessary and required, which makes its success visible. Or, that approximately 30% of peopleβs time is spent looking for information? It is no easy feat and is the very thing that keeps us up at night. There is no doubt that we are bombarded with information on a 24/7 basis. Whatβs worse is that the creation of information continues to multiply and grow with each passing year which is making it a business imperative to find better ways to successfully manage business content. How can a business be competitive if 85% of its content is unstructured and if 42% of its transactions are still paper-based? Not only is it difficult to capture and manage information effectively, but what about the significant amount of time and money lost in terms of employee and organizational productivity? As much as 30% of your staffβs time is spent searching for relevant information? Note also that there are key challenges stemming from the storage and information retention side: the need to keep information to comply with regulations OR to comply with good business practices; the need to protect that information so that it is not inadvertently deleted or modified; etc. Explosive data growth coupled with years of decentralized IT management practices have allowed customers' storage environments to grow out of control. They have evolved into expensive, complex systems with fragmented data and legacy management processes. IBM's Information Lifecycle Management solution is designed to help these customers effectively manage and store their information over its lifecycle based on its value to their business operations. So, lets start with the facts: Storage now accounts for over 15% of total IT budgets Data growth is now estimated at over 50% annually --- The average fortune 500 company is running close to 150TB of storage by now and some industries such as healthcare and life sciences are growing their data at one TB a day. And, in most cases, disk usage is under 50%, with 40% redundancies There are a number of problems at the Enterprise Level: , Most companiesβ information storage and management systems are inefficient and fragmented. Most Companies donβt have the ability to manage information based on its value to the business which results in excessive costs and missed service level objectives. In addition, explosive data growth is overloading legacy systems such as resulting in significant performance degradation
Imagine having 20 content repositories, with a βfire breathingβ legal executive asking for compliance guarantees and electronic discovery solutions that are risk freeβ¦.. [Read quote from Gartner β Toby Bell.] Whether itβs 2 or itβs 20β¦you have this issue. When it really comes to the forefront is when you have a dept of justice, ministry of justice, chief legal officer, or someone in a legal department, ask you β Do you have control over the documents, e-mails, files, etc. in your organization? Do you know where they are? Can you find and produce them within 48-72 hours to satisfy a legal discovery order? Can you put them on hold (suspend their normal disposition schedule) for as long as they are needed? Are these documents being deleted appropriately and at the appropriate time according to a retention plan and file plan? Unfortunately right now because there are so many repositories in so many different locations around the world, that the answer for most organizations is probably βno.β At some point you have to get control over the content environment and itβs not easy.
Organizations must also content-enable applications, to improve productivity and decision making by providing the ability to create and leverage relevant content as part of the business process. This includes capturing the content created and received across the organization, and providing integrated access to that content from within existing business applications. In addition, organizations must manage the business processes across these areas, automating and streamlining business activities to improve agility and make better decisions, faster.
See Addβl Slides Section β βSWG Services and BP Connectorsβ
With a holistic view of information, a CSR can provide seamless customer service across different product lines. Venetica allows applications to work across disparate systems, such as those acquired through a merger.
Drives content management process, manages processes & reduces cycle times Event triggered when object created, modified or deleted Document review & approval Publishing content to Website Applying security to objects Events are scriptable to perform any action Events can be applied to class or individual object level It speeds time to Web providing timely, dynamic and fresh content on site β managed very cost effectively By linking events to the business process, content gets published much quicker Events increase a companyβs agility and responsiveness by optimizing the CM process This improves the way decisions are made and increases customer service levels
Main Point : Widgets are a small application or piece of dynamic content that can be easily placed into a web page. Business users can add widgets to a mashup. Part of the value of widgets is that they can be easily connected to each other β sometimes called wiring β where a click in one widget automatically updates a view or function in another widget β this is a very simple interface that business users can drag and drop widgets and easily connect them to create something new.
1-Build
1. SENSE: Aggregate & correlate business events form multiple applications BAM integrates with operational applications and legacy systems from other areas in the customerβs environment via standard interfaces Allowsfor the creation of Key Performance Indicators (KPIs) that are more meaningful and useful to the business. BAM receives and retrieves event and context data through agents; gather metrics from External sources and view KPI dashboards 2. CORRELATE: Operational Dashboard provides Always Up-To-Date Visibility: Metrics continuously updated, Correlation X multiple systs Self-Service Interface: Personalizable consoles, Drill down to detailed data, Flexible Business Rules Creation: User defined rule & alert creation, Graphical watch pts Role Based Access & Security: Op visibility by job title or function, Automatic data filtering 3. ESCALAE: Ability to quickly or proactively take direct action, resolve whatever issue or opportunity may exist. The Dashboard will also display alerts to notify, users of issues. An alert can call a business process via XML Web Services. So when a threshold violation causes an alert to be triggered an automatic escalation mechanism is engaged. Allows other events/actions or notifications to be launched automatically β increasing organizational agility Provide true operational performance management (BPM +BAM+Analysis/Reporting+Sim)
Here is another view that expands on that concept. Weβve already discussed the problem of growing piles of information that are not managed, not searchable and not secure. <click> The first step in getting this information under control is to be able to collect it; by this we mean to define policies and rules and provide a means for the appropriate content to be moved, copied or stubbed into an ECM repository. This capability is provided by an IBM family of Content Collection and Archiving offerings that weβll describe in detail later in this presentation. <click> The rules and policies, leveraging metadata about the information, can then be applied to put the content where appropriate and to manage as appropriate: eg to put under records management control, to manage for eDiscovery, or to discard. <click> Advanced classification helps to analyze text in e-mail or documents to be able to differentiate say non-critical e-mail or documents from critical ones, and to define different categories or taxonomies of how those documents needs to be handled. <click> Records Management then securely manages retention and disposition for the information in a controlled audited manner. <click> Last but not least a set of eDiscovery tools provides searching and analytics to help automate and optimize the process of responding to legal discovery requests.
![FileNet - ΠΏΠ»Π°ΡΡΠΎΡΠΌΠ° Π΄Π»Ρ ΠΊΠΎΠ½ΡΠΎΠ»ΠΈΠ΄Π°ΡΠΈΠΈ Π·Π°Π΄Π°Ρ ΠΏΠΎ ΡΠ°Π±ΠΎΡΠ΅ Ρ Π΄ΠΎΠΊΡΠΌΠ΅Π½ΡΠ°ΠΌΠΈ ΠΈ Π΄ΡΡΠ³ΠΎΠΉ Π½Π΅ΡΡΡΡΠΊΡΡΡΠΈΡΠΎΠ²Π°Π½Π½ΠΎΠΉ ΠΈΠ½ΡΠΎΡΠΌΠ°ΡΠΈΠ΅ΠΉ ΠΠΌΠΈΡΡΠΈΠΉ ΠΠ°ΠΊΡΠΈΠΎΠ½ΠΎΠ², IBM SWG [email_address]](https://image.slidesharecdn.com/ibmecmdiscoverystrategynoanimation-090618090250-phpapp02/85/IBM-ECM-Discovery-Strategy-1-320.jpg)
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