This document discusses the evolution of cloud-based content management solutions and strategies for adopting them. It outlines six strategies for using cloud content to accelerate business, drive innovation, extend on-premise systems, relieve underserved departments, integrate with enterprise applications, and integrate with cloud apps. The document addresses common myths about cloud security, integration, and suitability only for small companies. It provides an action plan for organizations to review strategies, select vendors, implement initial projects, and refine cloud deployments over time using an agile approach.

1. Cloud Based Solutions – The Next Wave(s) in ECM What they are, why you should care, and how to get started For AIIM Northwest April 28, 2011 Roger Bottum, VP Marketing rbottum@springcm.com @rogbot

2. Cloud computing model 1: web utility model On-demand self-service Web-based Shared resources Rapid elasticity Subscription model Resource: NIST

3. Cloud computing model 2: value model Collaboration: work with anyone Context: work where I work Mobility: work from anywhere

4. Why do business people care about cloud? Organizations can’t afford what they have already “Fortune 2000 businesses and large public sector agencies have an average IT debt of more than $200 million”Andy Kyte, Gartner Demand for technology outstripping supply more every day “My resources are 150% booked just with our SAP upgrades over the next 5 years.” Fortune 500 VP of IT, only half-jokingly

5. Meanwhile the goalposts are moving Top business priority changing from reducing cost to growth through innovation “84 percent of executives say innovation is extremely or very important to their companies’ growth strategy.” McKinsey Global Survey And users demands are changing with “Consumerization of IT” “You used to benchmark against competitors, now you have to benchmark against what customers use at home” Fortune 500 VP of IT

6. Mobile content an opportunity to transform business processes Diverse use cases, challenges in app delivery and management ≠ ≠ Resource: Forrester, Harness The Power Of Workforce Persona

7. Context for content drives more value Diverse use cases, challenges in app delivery and management Work space for what I do Or where I already work

8. Role of content management has to change Cloud aligns with the new rules Old Rules New rules Storing content Getting work done ... with customers, vendors and partners Resource: John Mancini Keynote, Info 360 2010

9. It’s time to be pragmatic OR ?

10. Strategy 1 – cloud content as “business accelerator” to engage customers, vendors Target applications and communities beyond the firewall Look for opportunities to apply mobile Secure government project collaboration Construction project collaboration (Toronto Hydro) Resource: Case New Holland Marketing Executive Brad Stemper on Cloud for Sales Channel

11. Strategy 2 – cloud content as “business accelerator” for innovation Target high value urgent Use rapid deployment, agile approach to get there fast, evolve solution Customer approval process for new service offering E-commerce site addressing distressed real estate Resource: REDC CIO Brent Rasmussen on Cloud for Innovation

12. Strategy 3 – cloud content as “process extender” to put on-premise content to work “Snap-in” cloud to put content to work Identify “inert content”, review business priorities for engaging teams, customers Extend contract repository with contract workflow

13. Strategy 4 - cloud content management as “relief valve” for underserved departments Review content projects 7 through 11 on the corporate priority list every year Look for opportunities to go from satisfying users to delighting Contract management IT project content repository Invoice processing Resource: Don Schoen, VP of IT Anixter on relief valve strategy at Gartner Portals, Content and Collaboration Conference

14. Strategy 5 – cloud content as “process integrator” for gaps in ERP Identify gaps in areas such as order to product/service delivery Typically at front-end or back-end of existing enterprise app processes Vendor and new item approval

15. Strategy 6 – cloud content as “process integrator” for gaps in cloud apps Identify content needs for cloud CRM and ERP Likely similar process gaps as on-premise ERP and CRM Sales contracts Field service, workforce management Competitive intelligence Resource: Stratus CIO Joe Graves on Extending Salesforce.com with Contract Management

16. Cloud myths: security Reality Cloud security designed for engagement across the firewall You already have critical information in the cloud What to look for? SAS 70 Type II for service, not just data center For short list vendors, get under the covers, review security controls and audits (will require NDA) Resources: Cloud content management securityFedRamp

17. Cloudmyths: integration Reality Cloud content technology developed to integrate What to look for? Identify pragmatic integration requirements Master file, content, transactions, security and provisioning Review vendor web services and integration capabilities Resource: Cloud integration with SharePoint

18. Clouds myths:just for small companies Reality Cloud adoption is growing fastest in enterprises What to look for Enterprise capabilities Capture, processing, document management, case management, workflow, delivery Enterprise management features Single Sign-on, AD Sync Vendor examples of broad and rich deployments Resource: Cloud content management overview

19. Cloud content action plan Review alternate strategies Set initial strategy Consider how aspects such as mobile, context create opportunities beyond traditional approaches Model requirements Select vendors Implement initial project Refine and expand Use Agile Approach Resource: Agile implementation model for cloud content

20. Summary Cloud isn’t coming; its here Cloud evolving to next wave, driving by consumerization, mobile, context Increasing business demands and technology innovation make cloud necessary part of portfolio Put together strategy for cloud deployments Plan for iterations Resource: SpringCM YouTube Channel

21. Thank you for your time If you would like learn more about SpringCM, please contact: Steve Pene spene@springcm.com 503-451-0643