<Insert Picture Here> Oracle Enterprise Content Management

Transcription

1 <Insert Picture Here> Oracle Enterprise Content Management

2 The following is intended to outline our general product direction. It is intended for information purposes only, and may not be incorporated into any contract. It is not a commitment to deliver any material, code, or functionality, and should not be relied upon in making purchasing decisions. The development, release, and timing of any features or functionality described for Oracle s products remains at the sole discretion of Oracle. 2

3 Most Content Today Remains Unmanaged Common ways to share info attachments FTP Servers Shared File Drives Common business user challenges Who can see or change my content? Which one s the right version? Key business decisions based on bad or out-of-date information How do I make sure people can find my latest content? Requirements for native applications to view (i.e. MS Project, MS Visio, etc.) How do I work jointly on creating content?

4 Why Manage Content? Costs Expensive, time intensive, manual processes Content Explosion Sharing right content with the right people Compliance & Security Discovery costs & risk management

5 How Content Management Helps Contribute Manage View & Notify Browser Windows Explorer applications Desktop applications Capture paper Forms Security Version control Indexing for search Metadata Workflow Expiration services Project spaces Conversion to Web formats (400+ file types) Subscriptions notifications RSS feeds Personalized environment

6 Business Benefits REDUCES COST Automates expensive, time intensive, and manual processes Improves content accuracy Makes content easier to find, access, and reuse Reduces costs for shipping, printing, and storage PRODUCTIVITY Strengthens customer service and partner relationships Improves communication Increases employee effectiveness Creates process efficiencies Improves collaboration when creating content

7 Oracle Content Management PragmaticStrategy for all Enterprise Content Lifecycle Capture Store Version Index Create Manage Cleanse Distribute Retain Search Publish

8 ECM Strategy 1 Consolidation: Bring Critical Content into a Managed Environment Why? ECM Capture Secure Version Search Retain Dispose

9 ECM Strategy 2 Federation: Management Across All Content Stores, Including Legacy Applications Enterprise Applications Archives Database Legacy Applications File Servers Physical Content

10 ECM Strategy 3 External Security: Manage Information Beyond Your Firewall Enterprise Applications Archives Database Legacy Applications File Servers Physical Content

11 <Insert Picture Here> Oracle Universal Content Management (UCM) Standard Edition

12 UCM Standard Edition Highlights Document Management For Mid-size Businesses Web-based application For managing documents within Oracle Database or file systems Entry level solution With easy upgrade to enterprise- level ECM Manage all file types Documents, graphics, images, presentations, s Quick install, out-of-the-box solution Heterogeneous support Multiple platforms, databases, Web servers, browsers Solution Examples: Policy and procedure mgmt Sales kits & marketing collateral Internal knowledgebase ISO 9001 documentation Human Resources content Communication mgmt Online deal rooms 12

13 An Out of the Box Solution Oracle UCM SE includes Built-in Security Personalization (no portal or application server required!) User management Customizable portal layouts - for unique look & feel Workflow Metadata & full text search Forms Conversion

14 Content Check-In Getting Content into the System Browser-based Submit content from anywhere! Use Profiles - to pre-fill or add default metadata Check out content Ensures single-source Behind the scenes Security - only the right people view or edit Index for search

15 Desktop Integrations Windows Explorer Integration Access Multiple Servers Browse/Search Content Drag-and-drop checkin/checkout Preview Pane & Right-click menus Advanced Capabilities Preview Pane Right Click Menus Take Content Offline Also available in Outlook and Lotus Notes

16 Desktop Integrations Office Integration Office Menu Check-in/Checkout Compare Documents Insert links/files/images

17 Content Check-In Additional Capabilities What if I want people to fill out forms instead? Use built-in Web Forms Form submission saved like any other item What if contributors don t like filling out metadata? Profiles - default and pre-fill values Folders - default values for drag and drop

18 Finding Content Once it s in can you find it again? Search Profiles Tailored search screens for common content types Search Within Drill-down approach Quick Search One-click search - narrowed by author, extension, etc. Save Common Searches & URLs in Your Profiles Saved Searches My URLs

19 Accessing Content Do you have the right application for viewing? Automatic Conversions HTML, JPEG, etc. Web & wireless Subscriptions New revisions New items that meet your criteria - type, author, etc. RSS feeds Monitor what s new in the system use RSS readers

20 Approvals & Routing Content Workflow Route items automatically Individuals Groups Edit, Review, Notifications Notifications Ad-hoc routing Triggered by user during check-in (metadata)

21 Organizing Content Putting content into groups using Folios Assemble, track, manage and access content as a group Metadata & security Workflow / routing Subscriptions View items as one document, presentation, PDF file, etc. Download together Yet, manage items separately Different authors & metadata Individual control over security permissions Individual views and renditions Ability to reuse

22 Organizing Content Folios Examples Marketing materials Group text, images, and layout files to produce communications Sales kits Group presentations, fact sheets, case studies, etc. Policies and procedures Group into related processes Reports Manage subjects: competition, market opportunities Presentation management Dynamically assemble final presentations, incorporating official standard slides

23 Create Projects Spaces For document-centric collaboration Web-based project meeting rooms and workspaces User-controlled, project space creation Document-level security Discussion threads tied to content Internal and external user support (employees, partners and customers) Ad-hoc security & ad-hoc workflow Multiple interfaces - , applications, Web, etc.

24 Why Oracle Universal Content Management Standard Edition? Java-based solution, ideal for heterogeneous environments Microsoft, Linux and Unix operating systems; Active Directory and LDAP; Oracle, SQL Server, DB2 databases; multiple Web servers Collaborative Web-based solution - supports all file formats , Microsoft Office, Project or Visio, Lotus SmartSuite, Sun StarOffice, AutoCAD Industry leading content transformation capabilities Robust enterprise feature-set Document-level, role-based security; metadata management; archiving/replication; multiple language support Entry level solution that can grow to meet your needs Add-on capabilities to enrich the solution Easy upgrade to enterprise-level ECM

25 Opportunities for UCM SE Upgrade to Enterprise UCM Removes clustering, replication & integration license restrictions Gain additional functionality Advanced Document Management: Content Categorizer, Content Tracker, Report Parser, Web Parts for SharePoint Web Content Management: Connection Server, Content Portlet Suite (JSR 168 portlets), Content Publisher, Site Studio, Site Studio Publisher Digital Asset Management: Inbound Refinery (thumbnails), Image Manager, PDF Converter, TIFF Converter, Video Manager, XML Converter Records and retention management: Records Management Corporate Edition, URM Adapter for Content Server Content Integration Suite (integration with Java EE servers) To upgrade, customers can easily migrate to a UCM license New functionality added by simply installing components to existing implementation No need to migrate servers! No need to uninstall / reinstall!

26 Opportunities for UCM SE Customers: Add-on products Add-on other content management products Oracle Content Conversion Server Install separate conversion server to generate thumbnails Handles automatic conversion to PDF & XML, PDF watermarks, mainframe report parsing, & tracking Oracle Information Rights Management Seals and encrypts content upon check-in Protects copies downloaded to other systems or outside company - revoke access at any time! User with Oracle Content Conversion Server to automatically generate sealed Web renditions Oracle Document Capture and/or Distributed Document Capture Scan and check in paper-based documents into UCM SE Centralized or decentralized (web-based) models

27 Oracle s ECM Solution Oracle Document Capture (& Distributed Capture) Batch Scanning Key Capabilities High-volume document capture operations Easily import s, faxes and electronic documents Browser-based document scanning and indexing at remote offices Solutions Scanning paper documents for account payable, fixed assets, credit and human resources Distributed capture in remote offices 27

28 Oracle s ECM Solution Document Capture Document Capture High-volume document capture operations Easily import s, faxes and electronic documents Indexing Streamlined key-from-image with pick lists and database look-ups Automated indexing through barcode and optical character recognition Distributed Document Capture Provides browser-based document scanning and indexing at remote office locations Archiving Images archived into Oracle ECM for integrations with business applications and processes Can also archive to non-oracle systems 28

29 Oracle Document Capture One capture system for all content types Identify, capture, and convert paper and electronic documents (Word, Excel, PDFs, etc.) into viable image formats to imageenable your business applications Automated indexing options Streamline document indexing via database linking, database linked pick lists, optical character recognition (OCR), and bar code recognition Increased document processing efficiency Ensure a fast and efficient capture process with production-level document scanning and indexing 29

30 Oracle Document Capture High-volume scanning Any scanner via ISIS or Adrenaline Automated indexing via barcode recognition Scan Recognition Import Import from , network folders, fax and FTP servers Index Streamlined key-from-image Zonal, ad-hoc OCR Relational pick-lists and database lookups Commit Archive images into Oracle ECM Also supports non- Oracle ECMs 30

31 Scan User Interface 31

32 Index User Interface 32

33 Oracle Distributed Document Capture Import from Folder Multi-Function Devices Scan/Index TWAIN Desktop Scanning Network TWAIN Internet Oracle Document Capture Index Recognition Commit 33

34 Distributed Document Capture 11g Capture in 11g Broad directory support and SSO through FMW infrastructure Web Based Capture Modernized user interface built in ADF Fully translated and accessible 34

35 Oracle Forms Recognition Extract invoice data without templates or rules Minimize errors and decrease labor costs (no keying from image) Process thousands of invoice formats with no rules, anchors, templates or keyword libraries Extract invoice header and line data and match with POs Classify: Content-based recognition & sorting Document agnostic Extract: Context-based data extraction Language independent Validate and Match: Leverage ERP data Fuzzy search for fault tolerant data validation

36 Oracle Forms Recognition Process Flow Oracle Forms Recognition Output Capture OCR Classify Extract Export ECM Validate Verification Reporting 36

37 Oracle Forms Recognition A Learning Based Solution Oracle s Approach: OFR learns context around the data you need. No need to explicitly define templates, anchors, zones or specific keywords. A few document examples enable processing of many different documents. Unmatched line-item table extraction. 37

38 Oracle Imaging and Process Management I/PM 11g integrating Imaging and Workflow to Applications Key Capabilities Platform for building imaging applications Complete solution: capture, imaging, viewer, BPM, enterprise report mgmt Productized application integrations: Oracle and other systems Solutions Accounts payable and receivable Expense processing Forms processing Contract management Loan and mortgage processing Claims and application processing 38

39 Oracle s ECM Solution Imaging and Process Management Automates paper-intensive processes by integrating imaging and workflow Applications to: Decrease storage, transportation and labor costs by getting rid of paper with integrated document capture and imaging Streamline operations by dramatically decreasing the time it takes for data entry, and providing workflows for exception handling and approvals Improve process visibility with real-time monitoring of key performance metrics and insight into process bottlenecks Strengthen controls with complete content lifecycle management for documents, including retention and records management Capture Extract & Index Store Access Workflow & Monitor Approve 39

40 Oracle s ECM Solution Web Content Management Web Developer: Development & Architecture Expert Creates reusable code, layouts and templates Controls permissions and exposed functionality Creates solid architecture to efficiently manage hundreds of sites Site Manager: Audience & Line of Business Expert Organizes /refines site navigation and structure Picks layouts from a pre-defined list Controls keywords in title and meta tags right from the Web site Content Author: Content & Knowledge Expert Edits and adds content directly from the Web site Previews changes in-context of the site Reuses existing business content from Microsoft Word, PowerPoint, Excel, etc. XML Data File Ravenna Tower Speakers PX229 Sound that goes to the ceiling With tweeters designed by birds and woofers designed by big dogs, Ravenna Tower speakers emit the clearest, most powerful sound you ve heard outside of the wild. Region Template <H1> </H1> <H2> </H2> <DIV> </DIV>

41 Oracle s ECM Solution Web Content Management Multiple Web Sites OOTB App Site Studio Web Browser Desktop Integrations, Web GUI, Extended API Web Content Services WYSIWYG editing, publishing, templates Digital Asset Services transformation, delivery, renditions, watermarks Retention Services file plans, expiration, audit trail, archiving UCM Document & Image Services conversion, indexing/search, metadata, workflow, security, revision control, image capture, subscription, report parsing, usage tracking, discussion Repository Services content, file, and data management

42 Oracle s ECM Solution Digital Asset Management Manages all file types Photoshop, EPS, JPEG, TIFF, BMP, Quicktime, Real, Windows Media, AVI, MP3, etc. Multiple renditions, multiple uses Automatic conversion for viewing all images -- even legacy formats Content Basket functionality for easy downloading of multiple images and video Easy search and retrieval Thumbnails, storyboards, and closed caption

43 Oracle s ECM Solution Records Management Federate & Consolidate Apply records and retention policies in place to any content in any system Consolidate records Electronic & physical records DoD 5015 chapter 2 & 4 certified Transparent to business users Work with familiar tools Content stays in place RM policies enforced automatically Simple and flexible policy creation Oracle Universal Records Management Records Manager Ships with the standard life-cycle triggers and actions Add business-specific triggers and actions Perform enterprise-wide holds and freezes Discovery Services Central Policy Management Physical Records Manager Notification Services Adapter Services Adapter Adapter Adapter Adapter Adapter Adapter Archive 3 rd Party ECM File Servers Microsoft SharePoint Generic Oracle UCM

44 Oracle s ECM Solution Information Rights Management Control information wherever used or stored End user desktops inside & outside the firewall Repositories (ECM), file shares etc. s Protect documents from unauthorized use and redistribution Audit the use of confidential documents Prevent outdated information from being used Control the timeframe during which information can be accessed Digitally shred or revoke access for no-longer-trusted parties

45 Customers Deutschland, Österreich, Schweiz

46 Customer Case Study: Rolex Customer Challenges Quality Management in manufacturing Brand Management in marketing and sales Managing business critical documents such as standard operating procedures, intellectual property, competitive intelligence, etc. Solutions Started with Oracle UCM in manufacturing for quality management in 2001 Implemented Digital Asset Management for more than marketing assets (brochures, images, photos, videos) Company wide Enterprise Content Management, including DMS, WCMS, Portal integration, Records Management, Digital Asset Management Customer Benefits Single universal infrastructure for all enterprise content 46

47 Customer Case Study: Clariant Clariant: global leader in the field of specialty chemicals Customer Challenges One solution to cover document lifecycle management Reduce content application diversity with central architecture and maintenance Special regulatory compliance requirements in Chemical Industry Solutions Standardized on a global Document Management System from Oracle Reduced high number of isolated information containers Central toolbox for information workflows Customer Benefits Single global document management platform Enhanced operational efficiency Cost savings through rapid deployments of new content applications on central infrastructure Achieve old and new regulatory compliance (EN45000, IUCLID, REACH, etc.) 47

48 Oracle ECM Unified and Integrated Content Management Portal Connectors OOTB Web Apps Application Connectors Desktop & Office Integrations Mobile Delivery Records & Retention Management Federated Content Management Services Information Rights Management Secure Enterprise Search FUSION MIDDLE- WARE SOA, BPM Identity Mgmt Oracle Enterprise Content Management Document Capture Images Universal Content Management Documents Web content Core Content Services Image & Process Mgmt Digital Assets A D A P T E R S 3 rd Party DMS Systems Oracle Database SecureFiles, AuditVault, Database Vault, RAC 3 rd Party DB / FS 48

49 Oracle Enterprise Content Management Part of Oracle Fusion Middleware

50 Strategy Continuity Complete Open Integrated Best of Breed #1 Comprehensive Offering Standards- Based Architecture Designed to Work Together Industry Leader Broad & Deep Offering Lower Cost, Lower Risk More Choice Maximizes Existing Investments Less Effort More Value Robust, Proven Industry leading Software

51 Oracle ECM Analyst and Industry Reviews Leader Enterprise Content Management Records Management Best ECM Leader Enterprise Content Management Web Content Management InfoWorld Magazine, February

52 Oracle Content Management Unified and Integrated Moving ECM from Point to Platform Low Cost of Ownership Unified ECM High Return on Investment Leveraging Fastest Growing Middleware Stack Effective Standardization Content Platform for the Enterprise Improved Business Responsiveness Content Management for Enterprise Applications and Portal Risk Mitigation Federated Records Management Information Rights Management

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