Cloud Content Management ECM in the Cloud

Shadrach White

President | CEO

@shadrachwhite

Vision

• ECM as a set of principles applies in any

infrastructure scenario.

• Cloud provides a more secure and less

intensive support apparatus.

• Existing ECM solutions can be either

migrated or become extended to the cloud.

ECM Theory

• “E” Enterprise

• “CM” Adoption of a single repository for Content Management is a myth.

• The value of content diminishes after transactions are completed.

• TCM – Transactional Content Management.

• 18% have achieved enterprise wide adoption of DM/RM system.

• 75% have multiple ECM systems.

• Only 3% have turned off their Network File Shares, although 34% are

keen to turn them off.

• 61% reported that half of their content exists outside of legacy ECM,

stored in LOB systems like ERP.

ECM in a Mobile World

• PC Sales are projected to continue to decline 7.6%

in 2013 over 2012.

• Tablet Sales are projected to steadily increase,

2013 set for 69% over 2012.

• Over half of those surveyed are comfortable with

content being accessed on BYOD or company

issued mobile devices.

• Only 11% of ECM users have mobile access to

content.

ECM Pivot

• Mature: The technology has been deployed

in most Fortune 1000 companies, Non-

profit, and Government entities.

• Consolidation: Largely completed but some

companies .

• Process Control: Most large deployments

are very process and transaction centric.

Insurance, Banking, Application Processing.

ECM - Traditional

• Document Management

• Business Process Management

• Records Management

• Document Imaging

• Web Content Management

• Digital Asset Management

CCM - Collaboration

• File Sharing

• Document Authoring

• Social Business

• Voice | Video

• Polling | Ranking

• Like | Trend

Scale & Access

• Cloud infrastructure and SaaS applications

scale quickly.

• Multi-Tenant Architecture

• Access to cloud apps is ubiquitous in a

mobile environment.

• Standard authentication models are

available with SAML 2.0, OAuth and direct

API.

Cloud Market $131B*

• Disruption: Every corner of business is

being touched by emerging cloud

technologies and products.

• Consumer Grade: It used to be that

enterprise apps avoided a consumer style

UX, that’s flipping 180%.

• Growth: will be exponential as services

continue to mature.

*Gartner Study

Market Comparison

ECM

CLOUD 0

10

20

30

40

50

60

70

80

90

100

1980 1990

2000 2010

2015 2020

ECM

CLOUD

• ECM Software

Market charted for

$5.7B in 2015.

• Cloud BPaaS / SaaS

charted at $57B.

$74B of market is Advertising, IaaS / PaaS.

We don’t consider that part of the TAM for ECM.

Gaps & Opportunities

• Integration

• Governance & Records Management

• Document Imaging

• Workflow

• Metadata Model

• eDiscovery

Case in Point

Legacy ECM SaaS eForms SaaS

Collaboration

Marijuana Initiative

Background

• I-502 establishes precedent for growing,

processing, retailing and possessing

marijuana in the State of Washington.

• The State has legacy ECM and processes

liquor licenses using Oracle.

• Truly paperless application processing was

desired as a future state.

Current State

MJ Unit Rollout

Process Description

• Workflow Packages created in Oracle.

• eForm Application package sent and WF

package placed in hold queue.

• Applicant completes eForm.

• eForm injected into existing workflow

package and routed to licensing specialist.

Process Map

Form Design Process

Form Sample

License Number ______________________________ UBI Number _______________________________ Trade Name _______________________________

PO Box 43098, 3000 Pacific Ave. SE, Olympia WA 98504-3098, (360) 664-1600, www.liq.wa.gov

LIQ1230 09/2013 Page 1 of 2

Start-Up Costs and Source of Funds Statement

Please indicate the total estimated start-up costs for this business related to this application.

$

Please indicate the sources of money you are contributing to this business related to this application. Additional sheets utilizing the same format may be attached if necessary

1. Savings/Checking/Investment Accounts: Bank/Institution name

Name of account holder

Account # $

Bank/Institution name

Name of account holder

Account # $

Bank/Institution name

Name of account holder

Account # $

2. Loans from Banks/Mortgage Companies/Credit Cards, ETC: Bank/Company name

Name of account holder

Account # $

Bank/Company name

Name of account holder

Account # $

Bank/Company name

Name of account holder

Account # $

3. Cash Borrowed, Gifted or Loaned from a Personal Source: Name

Relationship $

Name

Relationship $

Name

Relationship $

Name

Relationship $

4. Sale of Property (explain the type of property, sale date and the property address for the sale of land):

$

$

2

1

2

2

2

3

2

4

The Glue

• AIRLIFT®

• Hybrid Service Bus

• Connects Cloud to Legacy ECM

• Hadoop MapReduce

• Runs as an OnPremise or EC2 instance

Key Points

• Applications are born and remain digital

throughout the process.

• Existing legacy ECM solution leveraged.

• New cloud eForms solution integrated.

• IT becomes familiar with cloud apps as a

stepping stone to a future state.

2

7

What we are achieving

✦ Eliminate paper handling. - Or at least highly reduced.

✦Modern, mobile workflow. - all documents are linked together.

✦ Readable documents. - no more handwritten documents.

✦Get exactly what we want. - required fields!

✦ BONUS! Big data. - business analytics drives future licensing regs.

Future State

• Replace Legacy ECM solution

• Cloud Workflow

• Cloud Storage

• Responsive UX Design

• Considerations: records management, managed metadata

model, advanced search (boolean).

LS3

Applicant(s)

Scan Operator

DocuSign

B la nk

Forms

Box

Signed

F o r m s Image

Index

L e t t e r s

Force.com

Workflow

Process

B L S

Rec or

d

Enforcement

Firewall

BLS

Feed Browser

Email

Browser

Email

HTTPS

API

HTTPS

API

Offer Code 50% Off (

WKERLSE )

Release Date

November 22, 2013