IBM Agile ECM Agile ECM empowering better decisions…faster Joni Heikkilä ECM, Enterprise Content...

2009 IBM Corporation

IBM Agile ECMempowering better decisionsfaster

Joni Heikkil

ECM, Enterprise Content Management

2 2009 IBM Corporation

IBM Enterprise Content Management:Get More Value Out of Your Content through Agile ECM

LINK: Enterprise Content Management


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


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


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


Archiving


eMail

files

Quickr SharePoint

Scanned paper

SAP/ERP

data


Siiloutuminen vs. ECM alusta

Perinteinensiilo

ModulaarinenECM alusta


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


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


Screenshot from search/view


Classification


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?


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


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


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


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


Records Management


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)


What is it?

You Owns It?

Where does it live?

How long to keep it?


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)


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


ProcessManagement


Claim Management

Investigate ResolveInitiate

CRM ERP LOB

Records ManagementIBM

ECM

Retain

Quicker customer claim resolution

Lower cost of managing claims

Automatic document retention



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


Case Management / Customer Service

Assign & Research ResolveInitiate

phone

web

email

letter

in person

CRM ERP LOB

Records Management


IBMECM

phone

email

print


Agile ECMDelivering ECM to all Information Workers

Bringing the right information to the right worker in the context of everyday decisionssupporting better decisions..faster


Report Management


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


Customer Success

Over 100 Billion Objects Archived

Over 2 Million Retrievals Every Day

Over 8 Petabytes of Data

Viewpointe


Business Content Services


Types of Content

Basically, there are three types of content within an organization:

Personal Team/Department Enterprise


Microsofts Approach


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


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


ECM connectors for Microsoft SharePoint

IBM FileNet

IBM FileNet Connector for Microsoft SharePoint Document Libraries IBM FileNet Connector for Microsoft SharePoint Web Parts

Date post:	16-May-2018
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