IBM Software Group

IBM Content Management & Discovery

Lisa Nicholson

Senior I.T. Specialist

Enterprise Content Management

September 2006 © 2005 IBM Corporation

IBM Software Group | IBM Enterprise Content Management

© 2006 IBM Corporation2

Agenda

Content – what, how, where, when?

IBM Content Management Portfolio

Content Management Strategy

IBM Software Group

Content – what, how, where, when?

IBM Software Group | IBM Enterprise Content Management

© 2006 IBM Corporation4

Host producedoutput

Web content

Scannedpaper and fax

E-mail

Officedocuments

Rich mediaAudio Video

EnterpriseContent

Issues:

Processing paper is costly

Work cannot be automated

No concurrent use

Email not treated as business asset

Documents not in an enterprise library

Customer service is slow

Difficult to contribute to web sites

Regulatory compliance

FormsProcessing

What is Enterprise Content?

IBM Software Group | IBM Enterprise Content Management

© 2006 IBM Corporation5

EnterpriseContent

Portal /Browser

ERP, SCM, CRM, & Desktop

Applications

Wireless, PDA,

Kiosk

Host producedoutput

Web content

Scannedpaper and fax

E-mail

Officedocuments

Rich mediaAudio Video

FormsProcessing

How is Enterprise Content Used?

IBM Software Group | IBM Enterprise Content Management

© 2006 IBM Corporation6

What are the Barriers Many Companies Face?Information is in Silos… Trusted Information is Not Available

A Lack of Trusted Information is a Bottleneck to: Optimized Business ProcessesImproved Customer CareIncreased Employee Productivity

Sources: IBM Attributes & Capabilities Study, 2006; Client Interviews and Industry Analysis, 2005

More than 30% of people’s time is spent searching for relevant information

85% of that information is unstructured

79% of companies: have 2 + repositories…

25%: have 15 +

IBM Software Group | IBM Enterprise Content Management

© 2006 IBM Corporation7

Integration

Workflow

Collaboration

Search

RecordsManagement

Secure Access

Personalized Delivery

Access any type of information, across multiple applications and business

processes

Storage

Media

Documents

emailForms

Web Content

Images

Reports

Content on demand – where and when it is needed

IBM Software Group

IBM Content Management Portfolio

IBM Software Group | IBM Enterprise Content Management

© 2006 IBM Corporation9

Content Solutions

Information Integration

Workflow/Business Process Management

Digital RightsManagement

DocumentManagement

Web ContentManagement

Output/ReportManagement

IBM Content Management PortfolioFormsProcessing

DocumentImaging

Digital AssetManagement

emailArchiving

Content RepositoryRecords Management

IBM Leadership in Enterprise Content Management

IBM Software Group | IBM Enterprise Content Management

© 2006 IBM Corporation10

IBM Leadership in Enterprise Content Management

Gartner states "IBM is the only powerhouse vendor that has a significant leadership position in ECM. Its ECM product suite - a comprehensive and integrated solution for a business to build out its content infrastructure is

anchored by its DB2 Content Manager (instrumental for archival and fixed content applications), but has all the key ECM elements.”

Gartner report (2005) on ECM Powerhouse Vendors

IBM Software Group | IBM Enterprise Content Management

© 2006 IBM Corporation11

Content Solutions

Information Integration

Workflow/Business Process Management

Digital RightsManagement

DocumentManagement

Web ContentManagement

Output/ReportManagement

IBM Content Management PortfolioFormsProcessing

DocumentImaging

Digital AssetManagement

emailArchiving

Content RepositoryRecords Management

IBM Leadership in Enterprise Content Management

IBM Software Group | IBM Enterprise Content Management

© 2006 IBM Corporation12

Reduced cost of storage/filing Increased productivity Reduced processing times Improved process quality

Document Imaging

IBM Software Group | IBM Enterprise Content Management

© 2006 IBM Corporation13

Content Solutions

Information Integration

Workflow/Business Process Management

Digital RightsManagement

DocumentManagement

Web ContentManagement

Output/ReportManagement

IBM Content Management PortfolioFormsProcessing

DocumentImaging

Digital AssetManagement

emailArchiving

Content RepositoryRecords Management

IBM Leadership in Enterprise Content Management

IBM Software Group | IBM Enterprise Content Management

© 2006 IBM Corporation14

Statements, Bills, Invoices

1EXAMPLE REPORT SORTED BY SEQUENCE NUMBER DATE: 05/10/88 SEQUENCE PRODUCT TOTAL ACCOUNT NUMBER ID AMOUNT NUMBER 0012223049 80178.21 22.50 0635588 0012223052 80178.21 30.10 0655388 0012223053 80178.21 88.60 0608458 0012223058 80178.21 21.80 0667588 0012223055 80178.21 83.85 0603512 0012223056 80178.21 190.81 6352183 0012223057 80178.21 29.85 7153662 0012223059 80178.21 100.00 0367582 0012223060 80178.21 80.00 3617362 0012223068 80178.21 35.00 5208713 0012223065 80178.21 109.00 9206613 0012223066 80178.21 80.00 8881985 0012223067 66018.23 8.38 5519769 0012223068 66018.23 38.76 5538930 0012223069 88852.56 18.11 0964579 0012223070 80178.21 23.16 9756607 0012223071 80178.21 15.15 9526593 0012223072 66018.23 58.62 7655980 0012223073 66018.23 85.20 7567303

Page 121

Reports

Customer: Customer Number:Jones Engineering 12345678-1231289 Smith RoadBoulder, CO 80301---------------------------------------------------------Item Description Qty Price001 Appraisal 1 1700.00002 Drawing 2 900.00003 Wheel Rudder3 400.00Tax 180.00

TOTAL 3180.00

Invoice Number: 163846478 Date: 12/19/90

ATLAS INC.

Item Indexing Transaction Indexing

Automatic capture Automatic indexing Instant access Render as printed

Host print capture

Output / Report Management

IBM Software Group | IBM Enterprise Content Management

© 2006 IBM Corporation15

Content Solutions

Information Integration

Workflow/Business Process Management

Digital RightsManagement

DocumentManagement

Web ContentManagement

Output/ReportManagement

IBM Content Management PortfolioFormsProcessing

DocumentImaging

Digital AssetManagement

emailArchiving

Content RepositoryRecords Management

IBM Leadership in Enterprise Content Management

IBM Software Group | IBM Enterprise Content Management

© 2006 IBM Corporation16

Allows non technical business users control over THEIR web content

Alleviates Webmaster bottleneck

Business rules & workflow allows centralised management of content

Personalisation targets content so it is effective

Reduces TCO on web initiatives British Airways:Global Intranet for 55,000 staff world-wide

Web Content Management

IBM Software Group | IBM Enterprise Content Management

© 2006 IBM Corporation17

Content Solutions

Information Integration

Workflow/Business Process Management

Digital RightsManagement

DocumentManagement

Web ContentManagement

Output/ReportManagement

IBM Content Management PortfolioFormsProcessing

DocumentImaging

Digital AssetManagement

emailArchiving

Content RepositoryRecords Management

IBM Leadership in Enterprise Content Management

IBM Software Group | IBM Enterprise Content Management

© 2006 IBM Corporation18

Useable and adaptable interface

Lifecycle management & Version control

Compound document management

Document Management

IBM Software Group | IBM Enterprise Content Management

© 2006 IBM Corporation19

Content Solutions

Information Integration

Workflow/Business Process Management

Digital RightsManagement

DocumentManagement

Web ContentManagement

Output/ReportManagement

IBM Content Management PortfolioFormsProcessing

DocumentImaging

Digital AssetManagement

emailArchiving

Content RepositoryRecords Management

IBM Leadership in Enterprise Content Management

IBM Software Group | IBM Enterprise Content Management

© 2006 IBM Corporation20

email Archiving – Analysts’ Report

ButlerGroup and Forrester Research state the e-mail archiving market will be dominated by ECM and Storage vendors.

“IBM is leading the market in both areas, ECM and Storage Management, and will continue to lead with its email archiving solutions which are always

treated as an integral part of their ECM and storage portfolio.”

IBM Software Group | IBM Enterprise Content Management

© 2006 IBM Corporation21

Manage growth of the messaging system

Conform to legal requirements

No end user training required

Attachment replaced by link

eMail Archiving

Reduce physical storage costs Increase performance of system Archive SAP data and documents Search/retrieve archived data/documents from SAP client

SAP R/3

SAP Archiving

IBM Software Group | IBM Enterprise Content Management

© 2006 IBM Corporation22

Content Solutions

Information Integration

Workflow/Business Process Management

Digital RightsManagement

DocumentManagement

Web ContentManagement

Output/ReportManagement

IBM Content Management PortfolioFormsProcessing

DocumentImaging

Digital AssetManagement

emailArchiving

Content RepositoryRecords Management

IBM Leadership in Enterprise Content Management

IBM Software Group | IBM Enterprise Content Management

© 2006 IBM Corporation23

Key area of concern, with existing and new standards for governance

Current standards such as PRO, DOD, SEC, and Sarbanes-Oxley

Common themes Assure that content is kept and not

altered for a required period Content is an asset when it needs

to be kept Content kept past its retention can

be a liability Content retention can vary during

its life, due to factors such as litigation

TNA approved!

Records Management

IBM Software Group | IBM Enterprise Content Management

© 2006 IBM Corporation24

email Archiving & Records Management - Analysts’ Report

"By 2008, automated e-mail archiving will be an integral component of an ECM suite".

"Companies must address their e-mail retention and management needs now. Waiting until the company defines a plan for electronic records retention or for e-mail active-archiving technology to mature could place your business at risk, given the regulatory requirements and escalating demands for electronic discovery. Companies with records management systems should give preference to e-mail archiving vendors that provide integration with that system”.

IBM Software Group | IBM Enterprise Content Management

© 2006 IBM Corporation25

email Archiving & Records Management - Analysts’ Report

Another report from Forrester Research highlights the importance of e-mail archive management and Records

Management enablement (as Gartner MQ does).

In that report, Forrester listed vendors who have both email archiving and records management solutions and

positioned IBM as one of the top tier market leaders.

IBM Software Group | IBM Enterprise Content Management

© 2006 IBM Corporation26

Content Solutions

Information Integration

Workflow/Business Process Management

Digital RightsManagement

DocumentManagement

Web ContentManagement

Output/ReportManagement

IBM Content Management PortfolioFormsProcessing

DocumentImaging

Digital AssetManagement

emailArchiving

Content RepositoryRecords Management

IBM Leadership in Enterprise Content Management

IBM Software Group | IBM Enterprise Content Management

© 2006 IBM Corporation27

Re-use & Re-purpose Any quality of media – from browse quality through

production quality: images, graphics, audio and video

Advanced solutions for: Managing video collections Capturing scene changes Voice to text

Digital Asset Management

10,000+ available images, 3,000 added per year

24/7 availability for customers worldwide

Online licensing and payment

Protect the value of media assetsPreparation, electronic delivery and tracking

of digital content

Persistent protection of an item

Allows secured content to be downloaded or streamed to target devices

Digital Rights Management

IBM Software Group | IBM Enterprise Content Management

© 2006 IBM Corporation28

Content Solutions

Information Integration

Workflow/Business Process Management

Digital RightsManagement

DocumentManagement

Web ContentManagement

Output/ReportManagement

IBM Content Management PortfolioFormsProcessing

DocumentImaging

Digital AssetManagement

emailArchiving

Content RepositoryRecords Management

IBM Leadership in Enterprise Content Management

IBM Software Group | IBM Enterprise Content Management

© 2006 IBM Corporation29

Centralize management of e-forms and content

Integrate e-forms with applications

Quickly design and deploy intelligent/ dynamic e-forms

Multiple, overlapping digital signatures

Accurate reproduction of original form

US Air Force: 700,000 users, 16,000 formsUS Army: 1,500,000 users, 100,000 formsAnd recently US Navy

eForms

IBM Software Group | IBM Enterprise Content Management

© 2006 IBM Corporation30

Content Solutions

Information Integration

Workflow/Business Process Management

Digital RightsManagement

DocumentManagement

Web ContentManagement

Output/ReportManagement

IBM Content Management PortfolioFormsProcessing

DocumentImaging

Digital AssetManagement

emailArchiving

Content RepositoryRecords Management

IBM Leadership in Enterprise Content Management

IBM Software Group | IBM Enterprise Content Management

© 2006 IBM Corporation31

Document Routing Content centric workflow

Business Integration Cross-product, cross-platform, business process integration

Workflow / Business Process Management

IBM Software Group | IBM Enterprise Content Management

© 2006 IBM Corporation32

Content Solutions

Information Integration

Workflow/Business Process Management

Digital RightsManagement

DocumentManagement

Web ContentManagement

Output/ReportManagement

IBM Content Management PortfolioFormsProcessing

DocumentImaging

Digital AssetManagement

emailArchiving

Content RepositoryRecords Management

IBM Leadership in Enterprise Content Management

IBM Software Group | IBM Enterprise Content Management

© 2006 IBM Corporation33

Integrated View

Federation engineConnectors

Single "Federated" Search Across Multiple Information

Sources

Content Management solutions have often been a departmental investment

This has created many content silos

Rip and replace is not an option

Inconsistent with today’s budgets and buying patterns

Disrupts business processes, operations, compliance

II is a way to incorporate these investments

Integrated views across diverse systems

Deploy repository-spanning applications (e.g., customer service, compliance, portals, etc.)

Federal Government Agency (US)

Real-time, integrated access to structured and unstructured sources including: suspect data, transactions, intelligence reports, emails, wire taps, satellite photos…

Information Integration

IBM Software Group | IBM Enterprise Content Management

© 2006 IBM Corporation34

Information Integrator Content Edition

Business Benefits: Organizational flexibility Financial ROI User acceptance Performance Time to market

Technology Benefits: Extend life of legacy applications Reduce risks associated with new

investments in content management systems

The 2005 AIIM Best Practices Award recognizes excellence in enterprise content management. "Best Practice" denotes a standard of excellence that is achieved within an organization and refers to a process that can be quantified, adapted and repeated.

“IBM's records management solution is industry leading technology and enables records management of email messages and/or attachments as well as any other content captured by Content Manager either manually or automatically. When Records Manager is extended through WebSphere Information Integrator Content Edition it delivers capabilities above and beyond any vendor in the market by records-enabling non-IBM repositories through a single records management engine and a single file plan while keeping the content in place. This solution, Federated Records Management, won the 2005 AIIM Best of Show Award for Records Management. Only IBM can deliver this extensive capability because only IBM has the technology to deliver this end-to-end solution.”

IBM Software Group | IBM Enterprise Content Management

© 2006 IBM Corporation35

Increase productivity of employees

Instant access to all forms of information

Reuse information, instead of recreating it

Maximize ROI

Reduce Costs

Increase Revenue

ReduceRisk

Enhance business responsiveness Faster service to customers, partners, suppliers

Shorter business process cycle times

Streamline compliance with government regulations, industry and accounting standards

Automate the retention and records management of all forms of business critical information

IBM is listed in the leader quadrant of all three Gartner MQs: ECM (Enterprise Content Management)IDARS (Integrated Document Archival and Retrieval Systems)SES (Smart Enterprise Suite)

Maximise Your ROI – Return on Information

IBM Software Group

Content Management Strategy

IBM Software Group | IBM Enterprise Content Management

© 2006 IBM Corporation37

and more…

abc…DB2

IBM ContentManager Oraclexyz…

Heterogeneous Applications & Information

Information as a ServiceOptimize, Virtualize, Integrate, Accelerate

Data & Content

BusinessContext

InsightfulRelationships

Master Data, Entity Analytics, Information Warehouses, Industry Data Models

Extracted or Real-time

Standards-based

e.g., JSR170, JCR, XML, Web Services...

Insight

Processes PeopleTools & Applications

Information as a ServiceMoving From a Project-Based to a Flexible Architecture (SOA)

IBM Software Group | IBM Enterprise Content Management

© 2006 IBM Corporation38

Services Oriented ArchitectureInformation Services are Key

You will waste your investment in SOA unless you have enterprise information that SOA can exploit.Gartner, March 2005

IBM Software Group | IBM Enterprise Content Management

© 2006 IBM Corporation39

Information On Demand An Eco-system of Services

…Creating business value by integrating, analyzing and optimizing heterogeneous types & sources of information throughout its

lifecycle to manage risk and create new business insight.

IBM Software Group | IBM Enterprise Content Management

© 2006 IBM Corporation40

Enterprise Content ManagementManage unstructured information through a flexible and integrated

infrastructure to transform business & streamline compliance

Process

IBM Software Group | IBM Enterprise Content Management

© 2006 IBM Corporation41

• Capture, store, and manage all forms of content in a common content repository• Deliver complete and scalable, content management functionality• Document management

• Image management

• Digital asset management

• Report management

• Web content management

• Records management

• Digital rights management

• Email/Messaging archiving/management

• Collaboration tools

• Document/Business Process Management

• Content Lifecycle Management

• Enterprise Content Integration

• Deliver cross-portfolio, out-of-the-box integration• Deliver a rich, common client platform• Enable rapid content application development

IBM Software Group | IBM Enterprise Content Management

© 2006 IBM Corporation42

Today

Client

DocumentServer

Workflow

Client

Web ContentServer

Workflow

Client

BPMServer

Workflow

Client

Workflow

Imaging / Digital MediaServer

ReportServer

Content Access Interface

Yesterday

Client

ImagingServer

Workflow

Client

DocumentServer

Workflow

Client

ReportServer

Client

Digital MediaServer

Workflow

Client

BPMServer

Workflow

API API API API API

Tomorrow

Client

Content Repository

Business Process Management

Content Access Interface

Document Process Management

IBM Software Group | IBM Enterprise Content Management

© 2006 IBM Corporation43

Thank you for your attention.