Enterprise Content Management (ECM) - AIIM Notes/ECMP-11-Trends-and...Enterprise Content Management...

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Transcript of Enterprise Content Management (ECM) - AIIM Notes/ECMP-11-Trends-and...Enterprise Content Management...

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    Trends and Directions

    Enterprise Content Management (ECM)

    ECM ECM ECM Case Study

    AIIM ECM Certificate programme

    ECMStrategy

    ECMPractitioner

    ECM Specialist

    Case Study

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  • 2

    ECM Practitioner Course Outline

    Foundations Tools & Instruments

    1. Introduction

    2. Technologies

    & Functionality

    4. Create & Capture

    5. Metadata

    7. Security & Control

    10. Delivery & Presentation

    8. Process & Automation

    11. Trends & Directions

    Futures

    3

    3. Information Architecture

    9. Findability6. Taxonomy

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    Agenda

    Integrated content management

    Deployment options

    Modern content

    Evolving user expectations

    New business models

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    Agenda

    Integrated content management

    Deployment options

    Modern content

    Evolving user expectations

    New business models

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    The future = more of the past

    The future is already here - it's just not evenly distributed.distributed.

    William Gibson (best-selling science fiction author)

    While this module will discuss some of the trends that have only just begun in recent months or years, such as Web 2.0 and Enterprise 2.0, other trends are the simplification and lowered costs of ECM capabilities that

    t d b k 15 30

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    extend back 15-30 years or more

    Bottom line: the future is not necessarily radically different from today or yesterday

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    Pure players

    As discussed in Module 2 of Practitioner

    Many organisations have created an ECMof Practitioner

    Functionality of ECM came from pure functionality-driven solutions

    Document managementImagingElectronic records management

    created an ECM environment built out of pure play pieces

    General trend, however, is to take advantage of suites, platforms, basic

    t t i dgWorkflowSearch

    content services and content-enabled vertical applications

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    ECM Suites and platforms

    Pre-integrated, platform-basedbased

    Emerged through acquisitionModular in deployment and costTypically offers capabilities covering the entire content lifecycle

    Cradle to graveg

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    Benefits and disadvantages

    BenefitsPre integrated capabilities

    DisadvantagesPotential for vendor lock inPre-integrated capabilities

    Built to take advantage of centralised repositoryOut of the box solution

    Example providersEMC

    Potential for vendor lock inSpecialised needs may require the expense of professional services, integration to alternative solutionsSuites built by acquisition underlying components may not be as well integrated asIBM

    Open TextOracle

    be as well integrated as marketing hype indicates

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    Standards-oriented suite

    Being driven by Content ManagementManagement Interoperability Services (CMIS) Standard

    A common web services interface to support uniform access across diff t t t

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    different content repositories

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    No solution is out of the box

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    Basic content services (BCS)

    BCS provides lowered barriers to entry in costbarriers to entry in cost and complexity at least in theory

    Most frequently associated with BCS

    Microsoft Office SharePoint S (MOSS)Server (MOSS)Software as a Service (SaaS)Open source

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    Microsoft Office SharePoint Server (MOSS)

    Office SharePoint Server 2007 is an integrated suite of server capabilities that can help improve organizationalserver capabilities that can help improve organizational effectiveness by providing comprehensive content management and enterprise search, accelerating shared business processes, and facilitating information-sharing across boundaries for better business insight.

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    Source: http://www.microsoft.com/sharepoint/prodinfo/default.mspx

    What MOSS offers

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    Source: Microsoft

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    Do you currently use or have immediate plans to use SharePoint 2007/MOSS in the following applications?

    SharePoint impacts plans

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    SharePoint users (233)

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    Use of SharePoint with regard to existing ECM, DM and RM suite

    SharePoint use and governance

    Who is driving and controlling SharePoint sites and applications?

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    SharePoint users (233)

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    MOSS is no different from other options

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    Is SharePoint enough?

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    Role of MOSS in ECM

    SharePoint onlyThe boon to the industry is that

    CoexistenceFront-endThe boon to the industry is that

    SharePoint may, for the first time, be introducing ECM to a wide variety of organisationsMay also be a replacement for the less specialised needs of large organisations, removing a certain level of cost and

    Front endMOSS may be the front-end of choice connected to other real ECM or electronic records management systems

    Back-endFor non-specialised content

    d MOSS lcomplexity needs, MOSS may replace traditional ECM repositories as a lower cost alternative, freeing up resources

    Source: http://www.aiim.org/Infonomics/SharePoint-in-the-Enterprise.aspx (Russ Edelman, Corridor Consulting, 2008)

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    Content enabled vertical applications (CEVAs)

    Tailors a platform to a specific application or usespecific application or use

    Can be industry-specific, or simply process specific

    Examples:Insurance claims processingMortgage loansCredit card processingCheck processingePresentment for electronic billing statements

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    Enterprise Information Management (EIM)

    Market consolidation is driving wider integrationFor the entire ECM suite and the combination of structured andFor the entire ECM suite, and the combination of structured and unstructured content

    At some point, total integration is the goalWill the market as a whole offer such solutions? And will YOU be ready to adopt?IBM and Oracle have the potential to drive the market forward by creating a powerful message based on broader enterprise information

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    creating a powerful message based on broader enterprise information management (EIM). Since they own the key stack components, such as the database, the information access, business intelligence (BI), analytics and reporting tools (and often line-of-business applications), they can bring together structured data and unstructured content.

    Source: Magic Quadrant for ECM (Gartner, 2008)

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    Agenda

    Integrated content management

    Deployment options

    Modern content

    Evolving user expectations

    New business models

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    Dont have to be cutting edge, but

    Being a laggard has the advantage of seeing costsadvantage of seeing costs shrink to commodity levels

    But removes your competitive capability if you consistently lag behind your industry

    th i d t ipeers, or other industries

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    Efforts involved in developing ECM

    Does the development of ECM solutions in your organisation require more or less effort than you believe i bl /j tifi bl ?is reasonable/justifiable?

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    Source:

    AIIM View On Enterprise Content Management & Content Management Solutions, 2008

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    Deployment alternatives

    On-premise

    SaaS

    Open source

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    On-premise

    On-premiseTCO?TCO?Higher perceived securityGreater control of timing of upgradesTypically lower monthly costs, but high upfront costs

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    ECM, the laggard

    Open source has been taking over traditional IT infrastructureinfrastructure

    DatabasesServer operating systemsApplication and web serversProgramming and scripting

    SaaS has been taking over applications

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    Customer relationship managementE-mail managementBlogging, wikis, communities

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    SaaS trends

    SaaS Vendor Customer # of UsersSalesforce.com Misys 40,000y ,SuccessFactor Wachovia 85,000

    Concur A Financial Services Company

    185,000

    Workday Flextronics 200,000Authoria A Leading Food Services

    Company340,000

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    Source: Trends and Best Practices for Implementing SaaS for Your Business (Jeff Kaplan, THINKstrategies, 2008)

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    Open source trends

    >50% of all web servers (>91 million) run ApacheNetcraft, September, 2008 Cloud/SAAS

    ~2.0 million total Alfresco downloadsAlfresco, October, 2008

    1.4 million Drupal downloads last yearJuly 2007 June 2008

    Drupal and Joomla web sites handle

    Web/App Server

    Developer Tools

    Applications

    Cloud/SAAS

    en S

    ourc

    e

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    Drupal and Joomla web sites handle more traffic than 17 of the Fortune 20 corporate sites (Burton Group, 2008) OS

    Database

    Ope

    Source: ECM and Open Source Software: A Disruptive Force in ECM Solutions (Jeff Potts, Optaros, 2008)

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