Social Document management with IBM Connections. "Do I use CCM, community files or shared personal files?"

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1 Social Document management with IBM Connections "Do I use CCM, community files or shared personal files?"

2 Femke Goedhart Independent Business Consultant specializing in Social Business, Collaboration & Document

3 Age of Data Age of Context Age of Collaboration

4 Age of Data Age of Context Age of Collaboration Data ERP Database Documents File shares Document libraries Mail Connections Collaboration & Social Enterprise systems

5 File management

6 We have a lot of files..

7 At the dawn of the Age of Collaboration Standard Mature Explicit Static Customized Innovative Tacit Dynamic Codification Personalization Harvard Business Review

8 We looked at knowledge management Standard Mature Explicit Static Customized Innovative Tacit Dynamic Codification Personalization Harvard Business Review

9 and its functions Versioning Process Management Audit & review cycles Meta data & Document types Checkin-Checkout Folders Collaboration Recommendations Commenting & discussion Coauthoring Tagging Sharing Codification Personalization

10 We wanted everything to fit ECM Manuals Letters Project plans Innovation plans Correspondence Contracts Ideas ESN Codification Personalization

11 But the reality ECM ESN Codification Mail & Network Share swamp Personalization

12 Capture Manage Store Preserve Deliver

13 It s all still about catching & reusing knowledge Social Content Management People Centric Traditional ECM Document Centric Infrastructure and Centralized Ad-hoc Collaboration Metadata oriented Inside the firewall Open and collaborative Community oriented Content in context... user tags & ratings Inside and outside the firewall Source IBM

14 . is a set of strategies, methods and tools to manage content

15 The evolution Codification Personalization

16 The evolution Codification Personalization

17 The evolution Codification Audit & Review Process Management Versioning Meta data Checkin/Checkout Folders Discussion & Commenting Coauthoring Collaboration Recommendations liking Tagging Personalization

18 From islands to eco system. Codification Personalization

19 The eco system Enterprise Social Networks Enterprise Content management systems Codification Personalization Business applications Mail, shared drives, dropbox, box.com

20 The mobile revolution.

21 Connected world

22 Big scary world or land of opportunity? Codification Personalization

23 So where does IBM Connections fit in?

24

25

26 IBM Connections CCM Libraries Personal Files Codification + Community Files Personalization

27 IBM Connections FileNet Linked Libraries Third party integration: - Sharepoint - Box.com - Google Drive - CCM Libraries Personal Files Codification + Community Files Personalization

28

29 Tagging Version management Pinning Social recommendations Co-authoring Sharing Discussion

30 New layout (Cloud first)

31 Considerations for document management Ownership & Sharing Checkin/checkout Versioning Indexing / Searching / Findability Editing / Co-authoring Mobile access Offline Sync Folders

32 Ownership & sharing Who can edit? Who can share?

33 Personal file CCM / Community file

34 CCM Library

35 Checkin/Checkout Lock? Checkin?

36 CCM Libraries Files

37 Versioning Drafts

38 Automatic versioning

39 CCM Libraries Draft review Files

40 Indexing / Searching / Findability Tagging

41

42 Mobile Access Mobile apps

43

44 Editing Co-authoring IBM Docs Dektop Integration Mobile Editor

45 Editing & Co-authoring Microsoft Office Integration Desktop Connector Integration in Notes/Outlook Mobile Editor

46

47

48 Offline sync Anytime / Anywhere

49

50 Folders Shared folders Nested folders

51 Folder Sharing Personal folder CCM / Community folder

52 Personal folder Community folder CCMfolder Or?

53 Introduction of CCM mid 2012 end 2012 mid 2013 end 2013 mid 2014 end 2014 mid 2015 Files CCM

54 Nested folders in cloud...?

55 What else?

56 Integration with other document systems Box.com Sharepoint FileNet Google Drive Egnyte..

57 So what about blogs, wikis, activities and forums? CCM Libraries Personal Files Codification + Community Files Personalization

58 Forums, Wiki, Blog & Activity attachments

59 Searching for files in Connections? Where? Files Community files Activities CCM Wikis Forums / Blogs Files indexed? Yes Yes No Yes Yes No Source:

60 Still Capturing knowledge always trumps loosing it

61

62

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