It’s Time to Rethink ECM - OpenText · PDF fileIt’s Time to Rethink ECM. ......
Transcript of It’s Time to Rethink ECM - OpenText · PDF fileIt’s Time to Rethink ECM. ......
It’s Time to Rethink ECM
OpenText Confidential. ©2017 All Rights Reserved. 2
[WE NEED TO]change the conversation
OpenText Confidential. ©2017 All Rights Reserved. 3
[RE]
[Structured] business process
[Unstructured] knowledge work
Unstructured information is the byproduct of
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Has ECM
Failed?
UN-INTEGRATED | INEFFICIENT
BUSINESS PROCESS
END-USERS
FILE ACCESS | COLLABORATION
VOLUME
CONTENT | REGULATIONS |
DISCOVERY
Where Does ECM Fit in the Digital Enterprise?
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Process
ProductivityContent in Context in Business Process
Adoption through Integration
CONTENT
ControlInfoGov
Adoption through Transparency
CONTENT
Personal
ProductivityAccess and Share Information
Adoption through Simplicity
CONTENT
On Premises
Cloud
Rethink ECM
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METHODOLOGY
Time to Re-Think ECM
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Process Productivity
Don’t make me file information
in another application
I need the right information at the
right time to get my job done
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Makes business processes more effective through integration
Insures ECM adoption by extending ECM into lead applications
Metadata from lead application puts content in context
Backbone for unstructured content across value chains
Process Productivity
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Process Productivity in the Digital First World
ECM is a destination – we corral content into one location –
creating content silos
Capturing and maintaining metadata is in the hands of the
users and often neglected
ECM design and implementation is a huge, complex
undertaking, often requiring training and change management
Present Future
ECM is exposed in lead applications, transparently acting as the
bridge across the silos
Metadata is pre-populated based on
the business process defined from the lead application
ECM design tackles one business process at a time, making
taxonomy, metadata, etc. easier to define and roll-out
Content is managed but not maximized. ECM is treated solely
as a repository
Content is delivered in context and inline with processes, creating
business value
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Personal Productivity
I just want access to my files
I need to share documents
to get my job done
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Personal Productivity
Enterprise File Sync & Share File access and management
Sharing and collaboration - inside and outside the firewall
Access from any device
Embrace
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Personal Productivity in the Digital First World
ECM offered as collaboration by design still fails to capture the
vast majority of the content created
A myriad of file sync and share application on the desktop and
across the organization
Fileshares still the most prevalent way that users access and
share their information
Present
EFSS provides the simplicity and flexibility to ensure that content is
being captured in an Enterprise Application
Metadata is pre-populated based on
the business process defined from the lead application
Future
A simple paradigm shift to EFSS that makes knowledge workers
more productive in their access and sharing of files
Digital natives demand simplified sharing and collaboration,
circumvent enterprise systems
User experiences based on simplicity, transparency, and
engagement eliminate adoption as a barrier
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Control
Process Productivity Personal Productivity
• Majority of the business
records of the organization
• Many records are case-based
• Classified through inheritance
using templates
• Critical to the line of business
• Riskiest and costliest content
• Automated capture and management outside of lead application
• Automate or facilitate classification for retention purposes
• Search, hold and export critical
• Critical for government and highly regulated industries
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Control in the Digital First World
Event-based retention policies but no way to feasibly update
triggering metadata
RM-driven retention applies RM rigor on all content
Information governance is a separate activity imposed by the
organization
Present
Lead application that contains the business logic and metadata
needed to update triggering event
Simple, consistent retention where needed with fine-grained RM on
the most critical business records
Future
Information governance by design, transparently embedded in the
way we work
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Upgrade to Content Suite
Platform 16.2 and get…
Smart UI – now with Workflow, RM &
more!
New Wiki in Smart UI
Collaboration features (formerly Extended
Collaboration) in Classic UI
Connected Workspaces in Content
Server Smart Views
Template Workspaces in Content
Server Classic UI
A path to Extended ECM
OpenText Confidential. ©2017 All Rights Reserved. 16
Where to Learn More
blogs.opentext.com/5-ways-content-suite-16-ep2-drives-ecm-success
blogs.opentext.com/bring-content-context-ecosystem-ep2-sap-sharepoint-successfactors-salesforce-oracle
www.opentext.com/what-we-do/opentext-release-16/opentext-content-suite-16 Announcement
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Release 16 Upgrade
Program
OpenText Professional Services offer a free
assessment to assist North American
customers planning to upgrade to R16! www.opentext.com/campaigns/release-16-upgrade
Making Upgrades Easy
OpenText Confidential. ©2017 All Rights Reserved. 18
Resources for Your Upgrade
Doing your upgrade yourself? First stop - Upgrade Central
Have my add-on products/modules released? See the CS16 Module
Release Timeline
Find more about OpenText ECM products on
www.OpenText.com/ECM and in My Support Product Info for Content
Suite
Learn more about the value of Rethinking ECM
Read our ECM Blog
Stay in touch for more with our Information Matters newsletter
Register for our upcoming OT Live Webinars or watch a replay of previous sessions
OpenText Confidential. ©2017 All Rights Reserved. 19
Rick Quarmby
Principal Knowledge Management Advisor
Hydro Tasmania
“The new user interface and custom search have proved a big
hit with users, and with Release 16 we have, in terms of
corporate search, at last found the Holy Grail. OpenText’s
Extended ECM platform offers significant benefits to our
organization and an end to any confusion about where to store
asset related information. It’s now becoming crystal clear to the
users, and that's a huge win for our business.”
OpenText Confidential. ©2017 All Rights Reserved. 20
Markos C. Dolopikos
Principal Officer, IT Department
Black Sea Trade & Development Bank
“The new enhancements in OpenText Release 16 made it an
easy decision for us to upgrade. The new simple and
responsive user interface with role-based views provides a
personalized experience which will increase user adoption
across our organization. Furthermore, document-centric
workflows will enhance internal collaboration and simplify
business process automation.”
OpenText Confidential. ©2017 All Rights Reserved. 21
Erin Gendron
Manager,
Information Management Solutions
“The intuitive user interface with built-in
collaboration in OpenText Content Suite 16 is just
what our users have been waiting for! The
enthusiasm our users have for this new release
has translated into expedited buy-in from our
management team.”
OpenText Confidential. ©2017 All Rights Reserved. 22
I manage five generations of work
styles; it’s very difficult to configure
a system that accounts for all.
Now we’ll be able to let people
create their own user experience.
That’s amazing!
Angela Fares
EIM Project Manager | BNSF Railway
OpenText Confidential. ©2017 All Rights Reserved. 23
Seeing 16 out of the
box, it's like you guys
read my mind and did
my job for me!
Ethan Duty
Web Applications Developer | Bank of America
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Colleen MacNaughton
Corporate Content Management Team Lead | City of Calgary
We have a complicated
disposition review process. We’ve
been talking to the Product Team
for a little while and it was
fantastic to see some of the
things we’ve highlighted coming
into this new release.
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The Salesforce
integration is
pretty cool stuff!
Glen Zagorski
IT Manager | Ortho Clinical Diagnostics
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We’re going to have
options, hybrid options,
of on-premise or in the
cloud!
Angela Fares
EIM Project Manager | BNSF Railway
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Thank You