I B M ECM Roadmap
- 1. 2723 IBM Enterprise Content Management ECM product update Ken Bisconti Vice President, ECM Products and Strategy IBM Software Group ken_bisconti@us.ibm.com 1
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- 4. ECM Market Drivers / State of the Industry 2008 2009 1. Cost savings: 44% 1. Compliance: 34% 2. Compliance: 39% 2. Cost savings: 50% “Cost saving has taken a clear lead over compliance as the main business driver for investments in document and records management.” — AIIM 56% of organizations still have little or no confidence that important emails are recorded, complete and recoverable (62% in 2008). 27% consider email attachments “very unmanaged” Other 28% of organizations would take more than a month to produce documents for a legal discovery process survey results The Records Management department is driving and controlling SharePoint in just 7% of organizations. In 43% IT is in command but with input from Records Management. IT rule on their own in 32% of organizations, but 12% admit that no one is in charge, and it's completely out-of-control. AIIM State of the Industry Survey, March 2009
- 5. IBM Software Group | Information Management software Analyst Expectations for 2009 CMS Watch Gartner Open source ECM players get an initial boost Adoption of Microsoft SharePoint – However, many buyers may experience remorse… Disruptive market influence Office14 casts long shadow on SharePoint Those that considered SP a potential ECM ECM becomes part of the IT infrastructure replacement … will be reassessing their strategies. "Taxonomies are dead. Long live metadata!" Maturity of ECM grows in the enterprise Regulatory-compliance concerns reignited ECM and BPM are converging ...Renewed interest in pro-active e-discovery Compliance and information retention gets SaaS vendors expand offerings higher profile at the C-level Oracle falls behind in battle for knowledge workers Web 2.0 and mobile technologies driven by New Emphasis on application search user expectations Social computing diffuses into the Enterprise Alternative delivery models gain increased Long-awaited consolidation comes to the WCM space interest Mobile and multimedia web analytics become key requirements...and disrupters Buyers remain in driver’s seat 5
- 6. IBM Software Group | Information Management software IBM ECM in 2009 Richest ECM Portfolio for Enterprise – A unified enterprise platform – Continue to improve ease-of-use IBM Agile ECM Deliver the ‘Information Agenda’ – “the transformation of information into a strategic asset for sustained competitive Agile User Interfaces advantage” Desktop Productivity: Notes & Office Enterprise Search Modeling & Simulation Content Insight Monitoring Portals Agile ECM Framework Content-Enabled Applications Business Process Management Services Business Activity Content Centric Processing Industry Models & Rules Composite Applications Process Choreography Collaboration: Quickr & SharePoint Compliance & Discovery Services Extend client value Rights Content GRC eDiscovery Management Collection Retention & File Legal Holds Archiving Disposition Plan Enterprise Content Services Content Email Publishing Collaboration Analytics Taxonomy Classification Capture Search Security Forms Reports Documents Digital Assets Images Web Content Federation & Integration Services – Expand cross-brand offerings Data Servers Repositories IBM Other Storage Digital & Physical – Integrate with wider SWG portfolio – Integrate with MSFT, SAP, others… Evolve and expand Software ValueNet – Grow partner loyalty and revenue – Grow mid-market transaction volume Grow Presence in Growth Markets – Country specific execution 6
- 7. What is Needed? Evolving from traditional ECM to Agile ECM Traditional ECM Agile ECM Information locked in siloed repository- Standards-based and open repositories and specific applications services that span multiple application and content types Unfriendly / difficult / proprietary user experiences Familiar, easy-to-use frameworks, attractive Many specialized ECM products, little/no and flexible experiences for any business user integration between them Active content brings content to life in critical ECM investments and solutions limited to business processes the scope of content management Powerful tools to derive intelligence from Difficult, complex and protracted compliance content for valued business use implementations Business value delivered rapidly - in days Lengthy development and deployment instead of months cycles Collaborative tooling empowers business users Content passively stored in repositories as process stake holders in partnership with IT Business processes maintained by IT Support for a proactive and prescriptive almost exclusively compliant information management strategy
- 8. But What Does it Really Mean? Agile ECM means results Agile ECM ● Shorten time to deliver content-centric applications form months to days Standards-based and open repositories and services that span multiple application and ● Automate manually intensive content types processes decreasing process times and costs by 50% or greater Familiar, easy-to-use frameworks, attractive and flexible experiences for any business user ● Reduce errors, gain insight and make the right decisions reducing costs and Active content brings content to life in critical improving customer satisfaction business processes ● Rapidly respond to market Powerful tools to derive intelligence from opportunities and threats creating content for valued business use significant competitive advantage Business value delivered rapidly - in days ● Take control of unmanaged content to instead of months eliminate duplicates and reduce Collaborative tooling empowers business users storage needs by up to 99% as process stake holders ● Simplified lifecycle reduces the cost of Support for a proactive and prescriptive archiving, records and legal discovery compliant information management strategy by 50% or greater
- 9. IBM Agile ECM Product Strategy Pervasive Persuasive Business Agility Enterprise Compliance Active Content Content Anywhere
- 10. “Information Agenda” Gains Momentum A unified enterprise information infrastructure… …to unlock the business value of information
- 11. Information Agenda Example New York State Department of Taxation Extracting intelligence from 2007- 2008 Information to Enable Business consolidated Flexibility Entity Analytics for Fraud information Detection Improve citizen and business 2006 Business Value satisfaction End users interact directly with Enhance Citizen Services relevant tax data with XML data and using Workplace Forms response time 2004-2006 Data Consolidation Decrease Consolidate multiple tax filing errors Data stores and reporting and increase turnaround Records Management Reduce administrative costs through Information Management Evolution efficiencies 11
- 12. Collaboration WCM Forms Office Mashups Productivity Business Enterprise Optimization Rules Performance Business Management Spaces Business Dynamic Intelligence Processes Trusted SOA Information Information ESB Integration Structured Transactions Data Information TSM/HSM Infrastructure Protected Tiered Storage Storage
- 13. Key ECM Product Deliverables in 2008 Q1 Q2 Q3 Q4 Enterprise Imaging and Report Management ● Business Content Services Capture Image Services ● SharePoint Business Content Services Office 2007 ● Quickr SharePoint-P8 Quickr Platform Standardization ● Microsoft Office 2007 P8 4.5 CFS/IICE ● eDiscovery Manager Workplace XT Webi Workplace XT ● FileNet P8 4.5 BPM BAM BPF eForms P8 4.5 ● IBM Content Collector – ICC Framework Intelligent Content Archive ● RM DOD 5015.2 V3 Certification ICM Integration IBM Content Collector ● CM8 and CMOD integration to FileNet P8 Enterprise Compliance IRM P8 DoD V3 P8 RM for CM8 & CMOD ● Capture ADR Compliance Warehouse eDiscovery Manager ● OOTB Clients: Workplace XT and WEBi Content Discovery Content ● ECM on Systems z OmniFind EE ICM Analyzer
- 14. 2009-2010 Product Plan - Driving Themes Deliver the industry’s most robust, comprehensive ECM platform Fortify and simplify our ECM foundations Facilitate efficient, cost effective customer upgrades Deliver compelling value to our existing installed bases Expand ECM to everyone in the organization Deliver business content services, desktop integration and document management capabilities differentiated value over and above Microsoft Leverage cross-IBM strengths and customer bases Evolve portfolio into an “Agile ECM” platform Build nextgen application framework serving our entire portfolio, leveraging SWG breadth, and foster an expanded ECM developer community Accelerate adoption with industry solutions investments Expand IBM Leadership in Compliance and Discovery Offerings Deliver exclusive management of the compliance lifecycle through prescriptive Compliant Information Management model and products Drive new insight and business optimization through discovery offerings
- 15. IBM ECM Repositories IBM FileNet Content Manager IBM Content Manager Content Management Across Repositories Content Management Content Management services for enterprise-class content Content Management services for enterprise-class content applications and master content catalog services for managing applications content across ECM repositories Enterprise Scalable Repositories - Federated and Integrated IBM Content Manager OnDemand IBM FileNet Image Services Optimized Report Management Optimized Image Management Enterprise report management optimized for high volume Enterprise image management optimized for high volume, reports & statements scalable image collection, storage and retrieval © 2009 IBM Corporation 15
- 16. Repository enhancements IBM FileNet P8 4.5.1 IBM Content Manager Ent. Edition 8.4.2 Release Date Q3 2009 Release Date Q3 2009 Theme Theme Faster time to value through enhanced installation, Enhanced document handling capabilities configuration, and deployment Key Capabilities Key Capabilities Installation planning and preparation Additional events and improved event support for BPM – P8 documentation hosted on ibm.com Infocenter applications – Individual installation/upgrade documentation for Performance enhancements for library server targeted platforms Configuration and Deployment Improved document handling capabilities for viewer – Improved validation capabilities navigation and manipulation – Increased robustness by supporting multiple - Synchronized scrolling for two document deployment tasks in a single profile comparison – Support for deployment of additional P8 object types - Improved navigation in thumbnail mode Technology Preview for the CMIS OASIS standard Technology Preview for the CMIS OASIS standard © 2009 IBM Corporation 16
- 17. Content Services ECM Standardization Spectrum of Enterprise Content Transactional Business Content Persuasive Imaging ERM Bus Content Svcs DAM Competitive Ancept Imaging Replacement Sharepoint DITA Consolidation (Mobius) Quickr FileNet Customers WCM XML Adv Doc Lotus Image Plus CM Customers XForms Mgmt (Syscom) Doc Comp Content Federation / Content Integration Thunderhead IBM CM IBM CMOD IBM FileNet P8 IBM FileNet IS Other
- 18. IBM ECM Configurable Ribbon Bar Agile ECM empowering better decision faster Custom Task Panes Custom Task Panes
- 19. Document Management Personas > 50% (of employee population ) ( 5 - 30% ) (< 5% ) Advanced Document General Users Knowledge Workers User Simple tasks Structured tasks (often Complex and Requiring familiar user process driven) structured tasks experience Customized UI per role Specialized UI No training of ECM Some ECM training ECM training required concepts customary Add (default class/security) Add (location, classification View/Modify compound Checkin/Checkout & security) documents Folder Browse Checkin/Checkout Publishing Basic search View/Modify properties Life Cycle View/Modify security … Folder Browse Advanced search Document approval Declare Record … 19 IBM Confidential © 2009 IBM Corporation
- 20. DITA for Product / Service Documentation Business Challenges • Time & resource constraints impact completion & launch XML Chunks • No collaborative process to speed creation while adhering to corporate & compliance standards • High translation costs • Too hard to perform quality Product checks on existing content Images • Unable to efficiently create & deliver in multiple formats, across many channels
- 22. Announced 9/10/08: Content Management Interoperability Services (CMIS) EMC, IBM AND MICROSOFT JOINTLY CREATE FIRST WEB SERVICES INTERFACE SPECIFICATION FOR GREATER INTEROPERABILITY OF ENTERPRISE CONTENT MANAGEMENT SYSTEMS Trio joined by Alfresco, OpenText, Oracle, and SAP in Development of The Content Management Interoperability Services (CMIS) Specification
- 23. Content-centric Business Process Management Design Simulate Execute Monitor Optimize
- 24. FileNet BPM 4.5 Suite Agile ECM Agile ECM Frameworks Frameworks BAM eForms eForms Process Analyzer Process Analyzer Process Engine Process Tracker Process Simulator Content Engine BPM Admin Process Designer Visio Connector Build Execute Manage © 2009 IBM Corporation 24
- 26. IBM ECM is a key component of the IBM BPM Suite IBM BPM Suite Foundational Offerings: WebSphere Dynamic FileNet Active Process Edition Content Edition Business Event Processing Extended Asset Repository for BPM Business Rule Management System Value Offerings: Collaboration Tools Performance Analytics Process Accelerators and Adapters Industry Frameworks
- 27. ILOG + IBM ECM Business Rule Benefits Adaptability Transparency Auditability Reusability Manageability Customer References Forrester Wave 2Q08 27 © 2009 IBM Corporation
- 28. Compliant Information Management Content Collection & Archiving Advanced Classification Records Management eDiscovery, Search & Analytics
- 29. Agile ECM Simplifies the Information Lifecycle Frequency of Access and Use Born Digital Expiration Over 90% of information is Roughly 95% has a born digital … and the rest retention policy … very little should become digital should be kept forever 85% of enterprise information is unstructured Time
- 30. Agile ECM Delivering ECM to all Information Workers Compliance, risk and records officers can easily manage information over its lifetime and keep only what needs to be kept … new levels of insight available
- 31. The Compliant Information Lifecycle Defined Policies Govern Entire Lifecycle / Leverages Repository of Record (Warehouse) 1 2 4 Key Policies and Processes Information Inventory (ESI) Legal Hold, Audit / Chain of Custody Phase 1 Information Advanced eDiscovery eDiscovery (EDRM) Development Collection & Classification Reporting and Monitoring Lifecycle Archiving Key Policies and Key Policies and Frequency of Access / Use Processes Processes Key Policies and Processes Phase 2 Data Management Information Data Archiving Taxonomy Design, Review and 3 Records Definition and Declaration Retention Policy / Change Request Creation / UseApplication Archiving File Plan Design, Review / Change Change Request SAP Archiving Indexing, Meta Records & Vital Records Definition and Review Paper Capture Data Design and Information Records Request / Transfer Role Based Access / Security OCR Management Lifecycle Audit, Reporting and Monitoring MFD / Paper Usage Collection vs Disposition and Approval Processes ~95% Federation Content Collection Master Data and Archiving Management and Email / Messages Key Policies and Processes Active Storage Layer File Sys / Desktop Exchange Active & Active / Inactive Lifecycle / HSM Collaborative / Web Inactive Backup Tape Management / Usage Inactive Storage Layer CEVA / Workflow Long Term Preservation / Obsolescence ~5% Rights Management Storage High Availability / Disaster Recovery Time
- 32. IBM Content Collector Architecture Modular and Extensible … Powered by New Task Routing Policy & Source Connectors Task Routing Target Connectors MESSAGING / E-MAIL Engine IBM NATIVE • Microsoft Exchange • FileNet P8 • Lotus Domino • CM8 • Novell GroupWise • FileNet Image Services • PST content Task Connectors • FileNet Content Services • Instant Messaging (3rd party) • CMOD • NSF content INTERNAL TASKS • Tivoli Storage Manager • Copy / Move / Delete / Stub FILE SYSTEMS • De-Duplication CUSTOM / OTHER • Microsoft File System • Rules-Based Classification • Microsoft File System • Desktops • IBM Content Integrator • Other File Systems 1 2 3 EXTERNAL TASKS • CMIS • Records Declaration OTHER • Advanced Classification • Microsoft SharePoint • Rendering (3rd party) • IBM Content Integrator • CMIS CUSTOM TASKS • Tivoli Storage Manager • API Support / Partner Apps • Backup Tapes • Encryption Available now • System Lookups Future options CUSTOM • 3rd Party Rules / Policy Mgt • API Support
- 33. eDiscovery Search & Analytics Efficient Litigation Response Enabled by Proactive Information Management Increase agility, improve defensibility and lower cost of eDiscovery response with targeted integrated tools to collect, hold, manage, assess and intelligently cull collected electronic information regardless of originating source IBM eDiscovery Manager IBM eDiscovery Analyzer Tool for authorized IT users to help respond Early case assessment and smart culling for legal to discovery requests from legal professionals and litigation support specialists Create and manage cases; search, assign, Smart refinement of case collections to help hold, preview, and export collected content dramatically reduce eDiscovery costs Built on and integrated with ECM platform Advanced conceptual search and content with full audit ability for chain-of-custody analytics for rapid case insight
- 34. Content Discovery Search & Access Classify & Organize IBM OmniFind • Enterprise Search Analyze & Summarize IBM Content Analyzer • Discover insight Deliver Content Insight IBM Classification Module • Auto-classification engine
- 35. IBM ECM Discovery Vision Enabling better business outcomes from enterprise content Content Classification IBM Classification Module bility Visi ght New Insi & Content Access IBM OmniFind Search Insightful Content s visibility & business insight hao m Crder Fro o O t Search & Analytics Solutions Organized Content IBM Content Analyzer in IBM ECM repositories IBM eDiscovery Manager IBM eDiscovery Analyzer Disorganized or Lost Content
- 36. IBM OmniFind Enterprise Edition v8.5 bility Now with Top Results Analysis, Portal linkages Visi Ne w In sight & Insightful Content visibility & business insight os Cha Fr om Ord er to Organized Content in IBM ECM repositories • New release of IBM’s flagship Disorganized or Lost Content enterprise search platform • Foundation for information access solutions with UIMA • Leader in Forrester Search Wave and Gartner Magic Quadrant • New features in v8.5 include – Top Results Charts: dynamic dashboard view of search results – Improved WebSphere Portal integration – compelling add to Portal deals – Performance tuning and memory utilization improvements • Integrates with ICM & ICA
- 37. What’s New in IBM Classification Module v8.6 Tighter integrations to IBM ECM; easier to sell, easier to deploy bility Visi Ne w In sight & Insightful Content visibility & business insight os Cha Fr om Ord er to Organized Content in IBM ECM repositories Disorganized or Lost Content • Integrated with IBM Content Collector • Integrated to FileNet Records Manager for automatic records declaration • Expanded rule-based classification methods on content – Proximity rules – Metadata extraction and setting – great for BPM! – Create rules that combine with context based approach – Wizards for easy rule creation • Complete refresh of all user interfaces • Flexible automation levels – increase automation as confidence builds
- 38. IBM Content Analyzer v8.4.2 Content Analytics for ECM, now integrated with P8, Visi bility Ne w In sight supporting Agile ECM & Insightful Content visibility & business insight os Cha Fr om Ord er to Organized Content in IBM ECM repositories Disorganized or Lost Content • IBM Content Analyzer drives business agility by providing visibility and insight into content – Sophisticated natural language extraction identifies concepts from unstructured content – Rich mining workbench graphically summarizes trends, patterns, and anomalies in content – Targeted solutions for Insurance, Banking, Government, Healthcare, and more – Fast time-to-value with out-of-the-box analysis capability – Leverages advanced technology and 10+ years of experience from IBM Research – Integrates with FileNet P8 and OmniFind No other ECM player provides this!
- 39. 2009 Product Plan - Roadmap Deliver the industry’s most robust, comprehensive ECM platform FortifyQ1 simplify our ECM foundations and Q2 Q3 Q4 CMOD zOS Facilitate efficient, cost effective customer upgrades P8 4.5.1 Deliver compelling value to our existing installed bases CM8.4.2 Expand ECM to everyone in the organization Q1 Q2 Q3 Q4 Deliver business content services, desktop integration and document management capabilities differentiated value2007 and aboveQuickr CM8 P8 and CM8 DITA Editors Office over Microsoft ICC for SP P8 and for Office 2007 Leverage cross-IBM strengths and customer bases FileNet CMIS FileNet Webparts Webparts Evolve portfolio into an “Agile ECM” platform Build nextgen application framework serving our entire portfolio, leveraging SWGQ4 Q1 Q2 Q3 breadth, ECM ECM and foster an expanded ECMWidgets developer community BPM 4.5.1 Widgets Accelerate adoption with industry Space Business solutions investments BPF integration BAM Expand IBM Leadership in Compliance and Discovery Offerings Deliver exclusive managementQ2 the complete content compliance lifecycle Q1 of Q3 Q4 P8 Records Content OmniFind CommonSt DriveRecords IBM new insight and businessRecords IBM optimization through discovery offerings Manager Collector EE ore SAP Manager MP Manager zOS eD eD ICM 8.7 Content Analyzer Manager Analyzer
- 40. IBM ECM Product Strategy Ken Bisconti, VP ECM Products and Strategy IBM Software Group ken_bisconti@us.ibm.com 40
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