® ECM Product Vision & Strategy Ken Bisconti Vice President, ECM Products and Strategy IBM Software Group February 2009 © 2008 IBM Corporation 1 Enterprise Content Demand A Growing Strategic Asset …A typical company has 5 to 20 different content management systems and repositories…* Content volumes are estimated to grow at 80% annually.** Operation Innovation Application Focus •Gartner Research, "Consider Three Issues When Implementing an ECM Strategy," (ID: G00137164); **IBM Estimate Based on Various Industry Studies © 2008 IBM Corporation 2 Retire ECM Platforms Print Output Mgmt ECM Applications Partners / Agencies Retention & Destruction Imaging Capture Index Store Users Search, Retrieve, Process Output & Delivery Search, Retrieve, Process Documents Capture Index Store e-Forms Processing Web Manage Devices e-Statements Discovery & Compliance Index Validate Process Create Document Management Content Leverage Records Administrators Create Approve Publish Web Content Build Additional Content Create Process Submit Capture Archive Supervise email Integrate Federate Search Repositories © 2008 IBM Corporation 3 Organizations Achieving Significant Results Using IBM ECM... Customer Successes Cut processing time from weeks to 2 days 64% increase in online revenues Improved application performance and search to address regulatory concerns Document transmittal cost savings of 35-40% Increased revenue by $115M Saved $5M over 5 years UVW Eliminated all paper documents for large cost savings and facilitate compliance Consolidating 915 websites yields $45M ROI IBM Europe – Social Security Agency cuts costs 25% Expects $500,000 ROI with its Mobile Office Wireless Solution ECM © 2008 IBM Corporation 4 Companies are Using IBM ECM to Increase Profit Margins, Improve Customer Retention and Grow Market Share 23 of the top 25 Banks 25 of the top 25 Insurers 250+ In Communications 1300+ Governments 1200+ Manufacturers More than 80 of the Fortune 100 are using IBM ECM © 2008 IBM Corporation 5 ECM Trends Risk More than 50% have no confidence in the integrity of their information * Control Everyone needs access to information Volume Volume & impact of paper is overwhelming Simple Greater simplicity and consistency for end users needed Speed Shorter time to value required * AIIM Global Survey 2008 © 2008 IBM Corporation 6 IBM Agile ECM empowering better decisions faster IBM Agile ECM helps companies make better decisions faster by: ● Managing all forms of content ● Optimizing associated business processes ● Enabling compliance through an integrated information infrastructure © 2008 IBM Corporation 7 IBM Agile ECM Product Strategy Pervasive Persuasive Business Agility Enterprise Compliance Active Content Content Anywhere © 2008 IBM Corporation 8 Collaboration Office Productivity WCM Forms Mashups Business Optimization Enterprise Rules Performance Management Business Spaces Business Intelligence Dynamic Processes Trusted Information SOA Information Integration ESB Structured Data Transactions TSM/HSM Information Infrastructure Protected Storage Tiered Storage Content reference customer © 2008 IBM Corporation 10 Ribbon Bar ECM Command Group © 2008 IBM Corporation 11 11 Custom Task Panes Custom Task Panes © 2008 IBM Corporation 12 12 ECM integration with Lotus Quickr Documents can be filed in P8 or CM8 libraries with a “stub” for easy access for the Quickr user © 2008 IBM Corporation 13 BPM reference © 2008 IBM Corporation 14 ECM “Mashups” ECM Header ECM Doc Viewer ECM Work Data ECM Step Completion ECM Attachments © 2008 IBM Corporation 15 Industry Guides Roadmaps, Reference Architectures, Workshops 16 © 2008 IBM Corporation 16 Records Management & Federation Advanced Classification Partner IBM Strategy for Solutions Enterprise Content Compliance & Discovery eDiscovery Management & Analysis Content Collection & Archiving Compliant Information Management ECM Platform Information Infrastructure © 2008 IBM Corporation 17 IBM Content Collection and Archiving Architecture Modular and Extensible … Powered By New Task Routing Policy & Source Connectors MESSAGING / E-MAIL Microsoft Exchange Lotus Domino PST content Instant Messaging (3rd party) NSF content FILE SYSTEMS Microsoft File System Desktops Other File Systems 1 OTHER Microsoft SharePoint Lotus Quickr IBM Content Integrator CMIS Tivoli Storage Manager Backup Tapes CUSTOM API Support Task Routing Engine Target Connectors Task Connectors IBM NATIVE FileNet P8 CM8 FileNet Image Services Tivoli Storage Manager INTERNAL TASKS Copy / Move / Delete / Stub De-Duplication Rules-Based Classification CUSTOM / OTHER Microsoft File System IBM Content Integrator CMIS 3 2 EXTERNAL TASKS Records Declaration Advanced Classification Rendering (3rd party) CUSTOM TASKS API Support / Partner Apps Encryption System Lookups 3rd Party Rules / Policy Mgt Available now Future options © 2008 IBM Corporation 18 eDiscovery Search & Analytics Efficient litigation response enabled by proactive info management Increase agility, improve defensibility, and lower cost of eDiscovery response with targeted tools to retrieve, hold, manage, assess and intelligently cull collected electronic information IBM eDiscovery Manager • Tool for authorized IT users to help respond to discovery requests from legal • Create and manage cases; search, assign, hold, preview, and export collected content • Built on and integrated with ECM platform with full auditability for chain-of-custody IBM eDiscovery Analyzer • Early case assessment and smart culling for legal professionals and litigation support specialists • Smart refinement of case collections to help dramatically reduce eDiscovery costs • Advanced conceptual search and content analytics for rapid case insight © 2008 IBM Corporation 19 IBM ECM Discovery Vision Enabling better business outcomes from enterprise content Content Classification IBM Classification Module Content Access IBM OmniFind Search Insightful Content visibility & business insight Organized Content in IBM ECM repositories Search & Analytics Solutions IBM Content Analyzer IBM eDiscovery Manager IBM eDiscovery Analyzer Disorganized or Lost Content © 2008 IBM Corporation 20 Leveraging Enterprise Content Management Global Enterprise Scale & Reach Your strategy should enable rapid growth while minimizing cost and risk as you scale from servicing individual users to a global enterprise. Groups Individuals LOB Heterogeneous enterprise content Integrated enterprise processes Compliance policy management Master Metadata management Legal discovery Information Lifecycle Management Shared content repositories Persuasive collaboration Automated business processes Retention and records management Contextual search and semantics Manage content for compliance Content authoring Basic collaboration Web content management Archiving Simple search Create, Contribute & Consume content File share Sophistication © 2008 IBM Corporation 21 ® IBM ECM Product Strategy Ken Bisconti, VP Products and Strategy © 2008 IBM Corporation 22