emc world evergreen preso 5 16 07 with demo slides

1© Copyright 2007 EMC Corporation. All rights reserved.

Evergreen Investments:Using EMC Web Publisher for Secure Access to Financial Information

Christine Weaver Valbona LaChapelle

Bryant Bonner


QuestionWhen was the last time you examined your investments?

Which Subsidiary of Wachovia Corporation– Is a Broadly Diversified Asset Management Organization– Is the 20th Largest Mutual Fund Company– Currently Manages $312* Billion in Assets (*as of 3/31/2007)

– Employs More Than 1400 People– Created the First Mutual Fund, “Family of Funds”


AgendaUsing Web Publisher for Secure Access to Financial Information

About InvestNet– Introduction– Goals– Challenges

About the Solution– The Intranet– The Technology Behind It– The Results

DemoFuture Direction


About InvestNetEvergreen Investments’ intranet site

Gateway for delivering Evergreen information and resourcesUsed by sales, portfolio management and business supportOver 2,500 site users within Evergreen & WachoviaA million visits per yearOver 7,000 downloadable documents availableHeavily regulated environment (NASD, SEC, SAS70)


Goals for the New Intranet Site

Create a collection of specific portals, not just site sections– Feed specific audiences into targeted areas– Use EMC Documentum Web Publisher

Increase publishing efficiency– Upload or update large collections of documents– Feed individual documents into multiple portals

Ensure secure access and the right permissionsDo it quick! Evergreen had an aggressive timeline for the project


Challenges of the Original Intranet Site

The static, HTML-based site was increasingly complex in size, scope and functionality

– Site was a collection of documents and complex navigation– Needed a more efficient way to update multiple documents– Needed a change control process to ensure compliance and

adherence to audit requirements

Required complex site security– Specific content had to be restricted– Content authors needed varying degrees of access– Administration of security had to be a non-IT function


About the SolutionThe technology behind the new InvestNet site

Develop SiteFramework

J2EE Struts

MigrateLeverage Existing

Data

ContributeEnhanced User

Experience

ApproveCompliance Alignment




J2EE Struts


Data


Experience





J2EE Struts


Data


Experience


Web Publisher Customizations

Bulk Updater / Importer




J2EE Struts


Data


Experience


AuthorContent

ApproveContent

PublishedPage

Revise


Demo


Learn More

Creation of Site NavigationScenario One


Creation of Site Navigation


Learn More

Bulk Import of Business DocumentsScenario Two


Bulk Import of Business Documents


Learn More

Bulk Update of Business DocumentsScenario Three


Bulk Update of Business Documents


About the SolutionA more robust and secure intranet

InvestNet is now a dynamic site with systematic navigationEach user has access to a specific business portalDocuments can be placed into Documentum once and published across portalsUp to 100 documents can be updated at onceSite and access security is built in and maintained by the Web site business owners


About the SolutionThe results of the deployment

Satisfies the regulatory and audit requirements for the content maintained on the siteMaintained integrity of content management processAbility for business users to maintain both content and navigationConsistent business content across web siteReduction in IT maintenance costsImproved ability to scale with business strategy


Future DirectionInvestNet’s next steps

Migration of ASW intranet site from SQL Server to EMC Documentum technologyEnhancements to Web Publisher bulk importer/updater and search featuresInvestNet delivery via Evergreen ExtranetIntranet site delivery to third party broker/dealer business partners and outside U.S.Utilize Google for enhanced search

emc world evergreen preso 5 16 07 with demo slides

Business

emc corporation

sas704 copyright

project5 copyright

function6 copyright

demo12 copyright

site sections

functionality site

site users