IBM Agile ECM Agile ECM empowering better decisions…faster Joni Heikkilä ECM, Enterprise Content...
Transcript of IBM Agile ECM Agile ECM empowering better decisions…faster Joni Heikkilä ECM, Enterprise Content...
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2009 IBM Corporation
IBM Agile ECMempowering better decisionsfaster
Joni Heikkil
ECM, Enterprise Content Management
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IBM Enterprise Content Management:Get More Value Out of Your Content through Agile ECM
LINK: Enterprise Content Management
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IBM Content Manager
IBM Content Manager On Demand
IBM FileNet Content Manager
Robust stand-alone content repositorySupports enterprise-class content applications
Enterprise report management (COLD)Ultra-scalable check image and document storage
Robust enterprise content repository and catalogIntegrated application and process engines
IBM FileNet Image ServicesEnterprise image managementHigh volume, scalable image storage and retrieval
Other Repositories
SharePoint Documentum OpenText Etc
2,569 customers
6,500 customers
1,280 customers
2,560 customers
IBM ECM Scalable Enterprise Repositories
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The IBM ECM AdvantageA Strong Team
3,200 Team Members
1,400 Customer Facing Professionals
840+ Sales / Technical
1000+ Developers in Labs Worldwide
450+ ECM Partners
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Federation & Integration Services
Agile ECM Framework
Portals Content-EnabledApplicationsComposite
Applications
Collaboration:Quickr &
SharePoint
Enterprise Search
ContentInsight
Agile User Interfaces
Business Process Management Services
Modeling & Simulation
Business Activity Monitoring
Content Centric Processing
Industry Models & Rules
Process Choreography
Compliance & Discovery Services
Enterprise Content Services
Retention & Disposition
Legal Holds
eDiscoveryGRC Content CollectionRights
Management
FilePlan
Archiving
ContentAnalytics Publishing CollaborationEmail
ReportsForms Documents Digital Assets Images Web Content
ClassificationMetadata Catalog Capture Search Security
RepositoriesIBM Other
StorageDigital & Physical
Data
Servers
Desktop Productivity: Notes & Office
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Archiving
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eMail
files
Quickr SharePoint
Scanned paper
SAP/ERP
data
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Siiloutuminen vs. ECM alusta
Perinteinensiilo
ModulaarinenECM alusta
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Kusta
nnukset
Kyttjmrt + arkistoitavien tyyppien mr kasvaa ajan myt
ArkistoSiilo yksi
ArkistoSiilo kaksi
ArkistoSiilo kolme
Asiakaskohtaisetintegraatiot
(ECM, RM, BPM jne.)
Integroituu vakionaECM, RM, BPM, etc
ROI
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Source Connectors
11 22 33
Policy &
Task Routing
Engine
Task Connectors
IBM NATIVE
FileNet P8 CM8 FileNet Image Services
FileNet Content Services CMOD
Tivoli Storage Manager
CUSTOM / OTHER
Microsoft File System IBM Content Integrator CMIS
Target Connectors
MESSAGING / E-MAIL Microsoft Exchange
Lotus Domino Novell GroupWise
PST content Instant Messaging (3rd party) NSF content
FILE SYSTEMS
Microsoft File System Desktops Other File Systems
OTHER
Microsoft SharePoint IBM Content Integrator
CMIS Tivoli Storage Manager Backup Tapes
CUSTOM API Support
INTERNAL TASKS Copy / Move / Delete / Stub
De-Duplication Rules-Based Classification
EXTERNAL TASKS Records Declaration
Advanced Classification Rendering (3rd party)
CUSTOM TASKS API Support / Partner Apps
Encryption System Lookups
3rd Party Rules / Policy MgtAvailable nowFuture options
IBM Content Collection and Archiving ArchitectureModular and Extensible Powered By New Task Routing
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Screenshot from search/view
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Classification
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Content enabled applications harness this chaos but places new burdens on users
Content Collection
Records Management
eD
iscovery
Busin
ess P
rocess
BC
S a
nd K
now
ledge
Managem
ent
Em
ail
Arc
hiv
ing
How do I filter and prioritize materials for legal review?
Which emails do I save? Which do I
throw away?
What is the right disposition schedule for this document?
How should I file this document in ITs archive?
To which case does this
customer inquiry belong?
Whats the right folder for this document so
others can find it?
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Top Pain Points Total
User inconsistency in classifying and categorizing information. 52
Users inconsistently maintain document version/revision control and
parent/child document relationships. 42
User inability to navigate multiple taxonomies and classifications
across multiple content stores to find relevant information. 41
IT is challenged to enforce established compliance and records
management rules. 40Source: Proprietary IBM
Market Intelligence
IBM Survey of SharePoint Users
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Options for Implementing the Classification Process
Low High
High
Low
Cost Savings
Productivity
Accuracy
ManualClassification
Authoring Templates
Rules BasedClassification
Context BasedClassification
Multiple
Methods
Simple Rules
Complex Policies
Consistent Participation & Enforcement
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Example ECM Content Flow:1) Pre-ingestion Filtering2) Post-ingestion Categorization
RecordsManagement
KnowledgeManagement
BusinessProcess
Document Class:Marketing
Document Class:Legal
Document Class:Finance
Document Class:Research & Development
. . .
Review &Audit
IBMClassification
Module
FileShares
BasicContentServices
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The Cost of Classification in Regulatory Compliance
0,17 vs. 0,01
Manual Classification cost per
document*
Intelligent Content Classification
per document
* Source: Cohasset Associates
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Records Management
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Many Overlapping Policies, Rules and Regulations
Computer Crime LawMoReq (EU)
ISO 15489 Records
Operational Risk
Identity Theft
CobiT
Solvency II (EU)
Freedom of Information (UK / USA)
Anti-terrorism Act (UK)
US DoD 5015.2 STD (US)Basel II (EU)
Companies Act (UK)Sarbanes-Oxley (US)
ISO 9000 Quality
ECGI Action Plan (EU)
DOMEA (DE)
ISO 15801 Legal Admissibility
ISO 17799 Information Security
Cromme / GCCG (DE)
Preda Code (IT)
Data Protection Directive (EU, UK)
Electronic Comms Act (BE)
BS8600 Complaints (UK)
FSA Handbook (UK)
LSF / CMF (FR)
AML / KYC
Privacy RequirementsPrivacy Requirements
Geopolitical SpecificGeopolitical Specific
RegulationRegulationRisk ManagementRisk Management
Corporate GovernanceCorporate Governance Industry Specific RegulationsIndustry Specific Regulations
Telecomms Act (BE)
SEC 17a-4 (US)
BaFin (DE)
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What is it?
You Owns It?
Where does it live?
How long to keep it?
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Permanent Archive
Destroy
Point of Record Capture (or Declaration) and Classification
Document Creation
Months / YearsDays / Weeks
Record Administration and Lifecycle Events
(Retention Trigger, Legal Holds, Requests, Storage Migration)
Time
F
req
uen
cy o
f A
cc
ess / U
se
Phase 1 = Point of Records Capture (Declaration) Phase 2 = Records Lifecycle Access and Administration
Phase 1 = Point of Records Capture (Declaration) Phase 2 = Records Lifecycle Access and Administration
Traditional Records Lifecycle Model (RLM)
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Records Management: ZeroClick Applying Policy
Retain and DisposeRetain and DisposeRetain and Dispose
Business ProcessBusiness ProcessBusiness Process
Create and UseCreate and UseCreate and Use
Records Lifecycle ProcessRecords Lifecycle ProcessRecords Lifecycle Process
Capture Capture
RecordsRecords
Retain RecordsRetain RecordsOwnership / Structure / Ownership / Structure /
Profile / RulesProfile / Rules
Hold InformationHold Information
Business User ContentBusiness User ContentBusiness User Content
Dispose of RecordsDispose of Records
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ProcessManagement
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Claim Management
Investigate ResolveInitiate
CRM ERP LOB
Records ManagementIBM
ECM
Retain
Quicker customer claim resolution
Lower cost of managing claims
Automatic document retention
Business Activity Monitoring
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Better Bid Management
phone
web
email
CRM
salesrep
createopportunity
prepare bid
delivery &follow-up
IBMECM
- All bid content (contracts, pricing schedules, email, forms, past bids, etc.) managed in ECM- BPM coordinates bid preparation, delivery and follow-up
LOB
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Case Management / Customer Service
Assign & Research ResolveInitiate
phone
web
email
letter
in person
CRM ERP LOB
Records Management
Business Activity Monitoring
IBMECM
phone
email
print
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Agile ECMDelivering ECM to all Information Workers
Bringing the right information to the right worker in the context of everyday decisionssupporting better decisions..faster
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Report Management
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Application Examples and Benefits
e-Statement Presentment
Capture and manage electronic
statements/confirms/invoices
Present customer statements in customer service
environments, such as call centers
Improved customer satisfaction
View statements via the internet
Customer self-service
Improved customer satisfaction
Paper bill printing savings
Improved credit/collection efficiencies
And
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Customer Success
Over 100 Billion Objects Archived
Over 2 Million Retrievals Every Day
Over 8 Petabytes of Data
Viewpointe
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Business Content Services
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Types of Content
Basically, there are three types of content within an organization:
Personal Team/Department Enterprise
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Microsofts Approach
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Basically, there are three types of content within an organization:
Personal Team/Department EnterpriseProcesses
Compliance/RMScalabilityPerformaceReportsScan
Metadata
Long term archive
IBM Approach
You need a system that will handle content across the entire spectrum of your enterprise. No one area should be minimized or forgotten in the final solution
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IBM Approach
You need a system that will handle content across the entire spectrum of your enterprise. No one area should be minimized or forgotten in the final solution
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ECM connectors for Microsoft SharePoint
IBM FileNet
IBM FileNet Connector for Microsoft SharePoint Document Libraries IBM FileNet Connector for Microsoft SharePoint Web Parts