Enable Enterprise Content Management and Archiving IBM Software March, IBM Corporation

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1 Enable Enterprise Content Management and Archiving IBM Software March,

2 Agenda Combining the power of IBM and FileNet IBM ECM & BPM An integrated approach IBM ECM Product Offerings IBM archiving Why IBM ECM is the Right Decision? 2

3 Combining the Power of FileNet and IBM Now THE Clear Market Leader in Content, Process and Compliance Expanded Choice for Customers - Broadest and most comprehensive product line in the market - Wider range of capabilities to meet all enterprise requirements More Expertise Enables Faster Time to Value - Largest set of integrated business solutions - Largest partner network with global industry solutions & expertise - Strongest ECM direct salesforce to reach customers Leading Business Innovation - Powering content with process - Continued investment and enhancements across both platforms with the industry s largest Content Management R&D investment 3

4 Combining the Power of FileNet and IBM Commitment to our clients Investment in existing solutions and products will be preserved and enhanced Exploit broader set of capabilities without the need to replace existing systems Focus on interoperability will allow organizations to leverage current and future investments IBM's unique content federation and integration capabilities, and commitment to open standards, will mitigate risk and enable a broader range of solutions Commitment to open environments Continued support for multiple platform options, including IBM, HP, Sun, BEA, Microsoft, Oracle, Linux and multiple storage alternatives 4

5 Agenda Combining the power of IBM and FileNet IBM ECM & BPM An integrated approach IBM ECM Product Offerings IBM archiving Why IBM ECM is the Right Decision? 5

6 IBM ECM Integrated Approach Process Content Imaging/Capture Document Mgt. Report Mgt. Web Content Mgt. Content Federation Collaboration Development Framework Workflow Simulation Analytics Forms Key Strengths: Well Integrated Scalable Open Architecture Latest Technology Broadest Portfolio Proven in Market Compliance Records Mgt. Mgt. Discovery Applications 6

7 ECM, BPM An Integrated Approach Major Focus of Organisations to Enhance Workforce Effectiveness through collaboration, communication and information sharing Transform Business Processes through integration of content and automation of related processes Optimise Infrastructure for Content & Compliance through capture, archiving, retention, discovery and retrieval INNOVATIVE ORGANISATIONS DRIVE GREATER VALUE FROM THEIR CONTENT AND ENHANCE & IMPROVE THE CUSTOMER EXPERIENCE 7

8 Agenda Combining the power of IBM and FileNet IBM ECM & BPM An integrated approach IBM ECM Product Offerings IBM archiving Why IBM ECM is the Right Decision? 8

9 IBM ECM Product Offerings CLIENTS Portals & Web Apps LOB & ISV Solutions Desktop Applications Web Components App Components Desktop Plug-Ins Search & Discovery IBM OmniFind BPM WebSphere Process Server Collaboration Lotus Quickr SERVICES Content Services Web Content Management Workplace WCM Document Management IBM Document Manager Image Management IBM Content Manager Records Management IBM Records Manager Archival and Retention IBM CommonStore Forms Management Workplace Forms Capture Report Management IBM OnDemand Federation/Integration IBM Information Integration Content Edition (IICE) REPOSITORIES IBM CM IBM Domino FileNet SharePoint Other FOCUS ON INTEROPERABILITY, SCALABILITY, RELIABILITY & USABILITY 9

10 User Example 1 : Financial Services Company Problem : Poor customer service through the call centre. Call place then paper based discovery initiated resulting in expensive & slow response to customers. Solution : Implement correspondence management solution scanning all inbound / outbound correspondence into CMOD. Outcome : Reduce storage costs Significantly IBM Software improve customer Group service Lotus experience. software Improve call centre productivity 10

11 Information Management Software Enterprise Content Management FileNet Heritage Products Portals & Web Applications Clients LOB & Partner Solutions Content Suites Desktop Applications Process Compliance Content Manager Image Manager AE Web Content Manager Team Collaboratio n Manager Business Process Manager Forms Manager Records Manager SharePoint Integration Capture Document Publisher Web Site Manager Business Activity Monitor Business Process Framework Records Crawler Manager Integration Content, Process & Compliance Services Manage Application Services Security Services Develop FileNet P8 Platform Content Federation Services FileNet Panagon FileNet P8 Content IBM Content Third-Party Content 11

12 User Example 2 : Major Financial Institution Problem : Low customer satisfaction in mortgage servicing. No visibility in the process progression Solution : Forms & Filenet BPM Outcome : Reduced process time, no lost documentation, IBM Software higher Group visibility, Lotus St George software voted #1 for customer service 12

13 IBM ECM Content Management Offerings CLIENTS Portals & Web Apps LOB & ISV Solutions Desktop Applications Web Components App Components Desktop Plug-Ins Search & Discovery IBM OmniFind BPM IBM WebSphere Process Server IBM FileNet BPM Collaboration IBM Lotus Workplace IBM FileNet Team Collaboration Mgr SERVICES Content Services IBM Software Group Manager Lotus software Manager Web Content Management IBM Workplace WCM IBM FileNet Web Publisher Document Management IBM Document Manager IBM FileNet Content Image Management IBM Content Manager IBM FileNet Image Manager Records Management IBM Records Manager IBM FileNet Records Archival and Retention IBM CommonStore IBM FileNet Manager Forms Management IBM Workplace Forms IBM FileNet Forms Manager Capture IBM FileNet Capture Report Management IBM Content Manager OnDemand Federation/Integration IBM Information Integration Content Edition (IICE) REPOSITORIES IBM CM IBM Domino FileNet SharePoint Other FOCUS ON INTEROPERABILITY, SCALABILITY, RELIABILITY & USABILITY 13

14 Agenda Combining the power of IBM and FileNet IBM ECM & BPM An integrated approach IBM ECM Product Offerings IBM Archiving Why IBM ECM is the Right Decision? 14

15 Information Management Software Enterprise Content Management Guilty Until Proven Innocent ate r o p Cor e c odu ords r P to ec e l R b l i Un a Ema Non-compliance is not an option Litigation can be an even bigger issue you need proof 15

16 User Example 1: Big 4 Bank Problem : Ongoing litigation too costly to fight resulting in unsatisfactory legal outcomes Solution : 20,000 Archiving plus search seats deployed Outcome: Faster time to find supporting evidence to contest vexatious litigation. Improved compliance by capturing all inbound/outbound Reduced IBM cost Software of management Group Lotus software Better end user experience in using as a business tool 16

17 Management vs. Archiving Management archiving Ensures timely disposition and complete record expungement in accordance with policy Structured file plan organizes s and enforces record policies/rules s can be managed as records to ensure authenticity and integrity Provides contextual relationship between content and other business content and transactions s can automatically trigger workflow processes and business transactions s automatically categorized based on content Decreases exposure to risk of litigation Content is stored in a single repository Provides contextual capture rules Resolves immediate storage burden and cost issues Increases exposure to risk of litigation Creates a separate-inactive information silo Provides archive capture rules Resolves immediate storage burden and cost issues 17

18 CommonStore for Lotus/Exchange Offloads ever-growing s & documents from the messaging system Data is managed in an open electronic archive management system Physical data storage is managed via Tivoli Storage Manager (providing the Information Lifecycle Management capability) Supports advanced document retention/compliancy/regulatory situations to offload the servers Exploits key features inherent to source environment Messaging system Archive Retrieve Electronic archive system (repository) Retrieve Retrieve 18

19 Agenda Combining the power of IBM and FileNet IBM ECM & BPM An integrated approach IBM ECM Product Offerings IBM ECM - The ECM Opportunity IBM archiving Why IBM ECM is the Right Decision? 19

20 Combining the Power of FileNet and IBM 23 of top 25 World Banks 80+ of Fortune of top 6 Telecoms Manufacturers Govt Organizations 24 of top 25 Insurance Companies 12,000 Customers Globally $840 Million Annual Revenue 20

21 Sample of IBM ECM Australian Clients 21

22 Why IBM is the RIGHT ECM decision? Leader in BPM, Compliance, Imaging, Report Management and Federated Records Management Leader in Content Integration/Federation Leader in Scalability Best ECM Vision and Strategy Broadest ECM Product Line Broadest Partner Solution Portfolio Largest Customer Base Deepest Commitment to Customer Success Most Customer Choice & Flexibility 22

23 Thank you 23

24 A broad spectrum of ECM capabilities required in 2007 to address the needs of 4 key groups of constituents Address compliance requirements Control distributed environments Easily create and capture All types of content By people or processes BUSINESS MANAGERS Maintain consistent policies Automate related business processes CONTENT AUTHORS CREATE MANAGE CONTENT BUILD LEVERAGE BUSINESS USERS Access information in context of processes Find, share, and analyse Use information to make better decisions, faster Leverage existing investments Archive and retain content as needed IT / DEVELOPERS Quickly build and deploy Ensure agility through open architecture and standards 24

25 Why Manage In today s highly regulated and litigious world, an enterprise that fails to manage as a record is testing fate. Gartner Group Business decisions, official memos and other valuable records are encapsulated in messages, providing a record of business transactions messages are considered corporate records; share the same status as other business documents is a litigator s delight More info than paper documents Confirmations, receipts, etc. 35 billion s are generated every business day (IDC) 25

26 Many of the largest Global Organizations Use IBM Content Manager More than half of the top 25 North American banks rely on IBM Content Management More than half of the 70 insurance companies on the Fortune Top 1000 list rely on IBM Content Management. 33 of the 50 U.S. state governments rely on IBM Content Management Currently more than 13,000 companies worldwide rely on IBM s Content Management Software 26

27 Management More than just storage and archiving, it s about managing content Integrated management: Simplifies and automates the process of declaring content as business records Makes content an active element integrated with other business content, transactions and processes Manages content in accordance with record management policy Avoids the compliance backlash associated with a digital landfill 27

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