IBM Enterprise Content Management (ECM)

Transcription

1 IBM Enterprise Content Management (ECM) Vesna Ilic IBM ECM Tech Pre-Sales Manager SEA Region Ahmed Shanab IBM ECM Sales Manager MEEP & SEA Region

2 Today s Objectives Discuss Challenges and Requirements IBM ECM and SOA IBM FileNet ECM Product Strategy and Portfolio Demonstration IBM ECM Roadmap Strategy Why IBM? Current Market share and Consultant Reports Please ask questions 2

3 People Create and Share Information Others, e.g. Vendors Customers, Citizens ABC Organization Information 3

4 People Create and Share Information Types Activities Challenges Paper Documents Forms Outbound correspondence Faxes s and attachments Memos Notes and comments Web pages Computer reports System Data Voice messages Photos, videos Receive Create Update Store Manage Secure Search Retrieve Access / View Share Print Retain / Destroy Find information quickly Provide a complete picture Share information Manage growth Control versions Enforce Security Control storage costs Information 4

5 Key Challenge is Unlocking the Value of Information 47% of users don t have confidence in their information 59% miss information 42% of managers use wrong information they should have used at least once a week of managers AIIM & Accenture Surveys,

6 Providing Information in SOA Env: Delivering information in context to optimize business processes, applications and productivity People, Processes, Applications Individual Applications & Processes Application Application Application Application Application Open Standards Flexible Architecture SOA Infrastructure Databases W arehouses Leverage heterogeneous applications and information sources Rich Media 6 Documents Protect & extend existing investments

7 So why invest in Content Management? Enterprise Content Management (ECM) is the technologies used to capture, manage, store, preserve, and deliver content and documents related to organizational processes. ECM tools and strategies allow the management of an organization's unstructured information, wherever that information exists. Source: Cost Customer Risk Improve efficiency Deliver improved customer service Compliance Reduce cost Increase competitive advantage Increase profits & performance Provide faster turnaround Better manage content lifecycle Manage retention & records Mitigate risk management Ensure business continuity Key Business Drivers Source: AIIM Global Survey, March 2007, respondents 7

8 So why invest in Content Management? Helping companies make better decisions, faster Content Activate content with processes to add value and transform business People, Processes, Applications Business Managers Process Automate and optimize complex processes Manage Trusted Information In Context Content Authors Create Content Leverage Business Users Search & Discovery Build business insights from unstructured information Build IT / Developers 8 Compliance Keep unnecessary costs down while improving visibility and control of content Platform A unified content, process and compliance platform

9 ECM Product Strategy Active Content Process Workflow Simulation Analytics Forms Connectivity Imaging / Capture Document Management Web Content Mgt. Content Federation Collaboration Compliance Records Mgt. Mgt. Search & Discovery Shared Drive Mgt. Classification IBM ECM Platform 9

10 IBM ECM Portfolio Clients Portals & Web Apps Web Components Services LOB & ISV Solutions App Components Search & Discovery Content Centric BPM Desktop Apps Desktop PlugIns Collaboration Capture Records Management Document Management Image Management Archival and Retention Web Content Management Forms Management Report Management Content Services Federation/Integration Repositories IBM CM 10 IBM Domino IBM FileNet Other

11 ECM Product Strategy Active Content Process Workflow Simulation Analytics Forms Connectivity Imaging / Capture Document Management Web Content Mgt. Content Federation Collaboration Compliance Records Mgt. Mgt. Search & Discovery Shared Drive Mgt. Classification IBM ECM Platform 11

12 Active Content Web Pages Maps Forms Collaborate Create, access, and manage Structured and unstructured Electronic Documents Print Output Search Photos, Graphics, Video Lifecycle management Paper Documents & Files Enterprise wide Archiving Secure Enterprise Applications (Invoices, Statements, etc.) Meta Data Fax 12 ENTERPRISE WIDE

13 ECM Product Strategy Active Content Process Workflow Simulation Analytics Forms Connectivity Imaging / Capture Document Management Web Content Mgt. Content Federation Collaboration Compliance Records Mgt. Mgt. Search & Discovery Shared Drive Mgt. Classification IBM ECM Platform 13

14 Business Process Management st Qtr 2nd Qtr 3rd Qtr 4th Qtr Analyze Deploy OFF ON Identify Validate Simulate st Qtr 14 2nd Qtr 3rd Qtr 4th Qtr

15 Connectivity ERP CRM Legacy Data Warehouse Applications GIS People to people Multiple repositories Systems to people Employees Suppliers Virtual Content Management Systems to systems Customers 15 Content Sources Partners 3rd Party Applications

16 ECM Product Strategy Active Content Process Workflow Simulation Analytics Forms Connectivity Imaging / Capture Document Management Web Content Mgt. Compliance Content Federation Records Mgt. Mgt. Collaboration Search & Discovery Shared Drive Mgt. Classification IBM ECM Platform 16

17 Managing Records Throughout the Lifecycle Record Information / Properties Actual Record Storage Locations Object Store Content Manager RM File Plan Image Services Manages classification scheme, retention schedules and record folders. Contains pointers to records stored in object stores or physical locations. Other Repositories/ / Systems File Stores Content Services Physical Documents 17 Lap/Desk Top

18 Content & Process elevated in importance by Governance, Risk & Compliance Management - GRC Privacy Requirements Identity Theft Geopolitical Specific Regulations California Database Protection Act Risk Management Gramm-Leach-Bliley Operational Risk CobiT Freedom of Information (UK / USA) Solvency II USA Patriot Act HIPAA PIPEDA US DoD STD ISO SEC 17a-4 Basel II NASD 3010 Tread Act Sarbanes Oxley Audit Corporate Governance CFR Part 11 Turnbull OSHA Tabaksblat ISO 9000 Industry Specific Regulations

19 Today s Objectives Discuss Challenges and Requirements IBM ECM and SOA IBM FileNet ECM Product Strategy and Portfolio Demonstration IBM ECM Roadmap Strategy Why IBM? Current Market share and Consultant Reports Please ask questions 19

20 ECM Product Strategy Active Content Process Imaging / Capture Document Management Web Content Mgt. Content Federation Collaboration Workflow Simulation Analytics Forms Development Framework Compliance Records Mgt. Mgt. Search & Discovery Shared Drive Mgt. Classification IBM ECM Platform 20

21 IBM ECM Strategy Clients Portals & Web Apps Web Components Services LOB & ISV Solutions App Components Search & Discovery Content Centric BPM Desktop Apps Desktop PlugIns Collaboration Capture Records Management Document Management Image Management Archival and Retention Web Content Management Forms Management Report Management Content Services Federation/Integration Repositories IBM CM 21 IBM Domino IBM FileNet Other

22 Our IBM ECM Strategy is an Organized Evolution ECM Roadmap 2007 Q1 Q Q3 Q4 Q1 Q2 Q3 Q4 IBM FileNet Panagon P8 ECM & BPM Image Services, Content Services, eprocess, Capture, IDM Content Manager, BPM, eforms, WSM, CFS, P8 Platform Records Manager, Manager, Records Crawler P8 Compliance Phase 1: Interoperability Through Integration and Federation: P8 federation of CM8 and OnDemand; P8 integrated to WPS and WPLC Tango IBM CM& D CM v8 (CM/RM/DM) Phase 2: Common User Experience: Unification of Orion and WEBi client projects; Delivery of SharePoint and Quickr integration Phase 3: Integration of Common Components Integrated Architecture: Content Archiving; Content Classification OnDemand Common Store Content Manager, Records Manager, Document Manager, IICE OnDemand; CommonStore OmniFind DE, EE, YE OmniFind Sustain Investment in Repositories and APIs Share Technologies and Provide Integration Enable Innovation and Product Leadership 22

23 Our IBM ECM Strategy is an Organized Evolution Sustain Investment in Repositories and APIs Share Technologies and Provide Integration Converge Architecture and Services 23

24 ECM Release Overview Panagon 2007 Q1 Q2 IS 4.0 CS SP Q3 Q4 IS IDM eprocess 5.2 IS 4.1 Capture 5.1 Q1 Q2 Capture 5.2 ISRA 3.4 IS 4.2 CFS for IS P8 CM & BPM P8 4.0 BPF 4.0 Visio P8 4.0.x BPF 4.1 CM v8 family CM/DM/RM 8.4 BCS, Collaboration Share-Point 2.1 CFS and IICE P8 4.0 IICE 8.4 CFS Web UIs WEBi Workplace XT 1.1 OnDemand Compliance WEBi Workplace XT RM 4.0 OmniFind 24 OmniFind AE 8.4 Released IDM Sonata WCM integ. Samba CM8 for zos SharePoint 2.3 Quickr 1.2 SharePoint 2.2 Quickr 1.1 CFS 4.1 IICE CFS 4.x IICE 8.5 WEBi 2.2 Workplace XT 2.2 WEBi 2.1 Workplace XT 2.1 Aria EM & RC 4.0 CommonStore CommonStore Q4 P8 4.1 BPF 4.2 WCM integ. OnDemand 8.4 EM Q3 EM & RC CommonStore 8.4 OmniFind AE Planned ICM OmniFind OmniFind EE 8.5 Y!E RC CommonStore SAP 8.4 Symphony OmniFind DE Planning in progress Rondo (RM) ICM

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26 Gartner: Magic Quadrant for ECM Enterprise Content Management 26

27 Analysts on IBM FileNet BPM Forrester IBM IS THE HANDS-DOWN, ALL-AROUND LEADER FOR DOCUMENT-INTENSIVE BPM Forrester Forrester Wave : Business Process Management For Document Processes, Q The Forrester Wave is copyrighted by Forrester Research, Inc. Forrester and Forrester Wave are trademarks of Forrester Research, Inc. The Forrester Wave is a graphical representation of Forrester's call on a market and is plotted using a detailed spreadsheet with exposed scores, weightings, and comments. Forrester does not endorse any vendor, product, or service depicted in the Forrester Wave. Information is based on best available resources. Opinions reflect judgment at the time and are subject to change. 27

28 Archiving Market is Evolving on Two Fronts Archive Point Solutions Easier to Deploy and Maintain Simple Archive Rules Simple Retention Rules Another Repository Silo Evolving to Intelligent Content Archiving ECM Based Solutions Platform for Intelligent Content Archiving Many organizations already planning to federate or migrate point solutions into a larger ECM strategy Context and Archive Rules Comprehensive Retention, Hold and Destruction using full Records Management Business Process Integration Single Repository for All Archived Document 28 Types

29 Content is a commodity......managing it on an enterprise level is an art... User access is critical 29

30 EMEA ECM Conference Holland June 3-6, 2008 It was very interesting to understand how the worldwide customers are working and thanks to the ECM Confernce I will have the opportunity to share all new concepts and ideas with my colleagues. Delegate feedback ECM Conference