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It’s Time to Rethink ECM

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Page 1: It’s Time to Rethink ECM - OpenText · PDF fileIt’s Time to Rethink ECM. ... content-context-ecosystem-ep2-sap-sharepoint-successfactors-salesforce-oracle ... Doing your upgrade

It’s Time to Rethink ECM

Page 2: It’s Time to Rethink ECM - OpenText · PDF fileIt’s Time to Rethink ECM. ... content-context-ecosystem-ep2-sap-sharepoint-successfactors-salesforce-oracle ... Doing your upgrade

OpenText Confidential. ©2017 All Rights Reserved. 2

[WE NEED TO]change the conversation

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[RE]

[Structured] business process

[Unstructured] knowledge work

Unstructured information is the byproduct of

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Has ECM

Failed?

UN-INTEGRATED | INEFFICIENT

BUSINESS PROCESS

END-USERS

FILE ACCESS | COLLABORATION

VOLUME

CONTENT | REGULATIONS |

DISCOVERY

Where Does ECM Fit in the Digital Enterprise?

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Process

ProductivityContent in Context in Business Process

Adoption through Integration

CONTENT

ControlInfoGov

Adoption through Transparency

CONTENT

Personal

ProductivityAccess and Share Information

Adoption through Simplicity

CONTENT

On Premises

Cloud

Rethink ECM

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METHODOLOGY

Time to Re-Think ECM

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Process Productivity

Don’t make me file information

in another application

I need the right information at the

right time to get my job done

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Makes business processes more effective through integration

Insures ECM adoption by extending ECM into lead applications

Metadata from lead application puts content in context

Backbone for unstructured content across value chains

Process Productivity

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Process Productivity in the Digital First World

ECM is a destination – we corral content into one location –

creating content silos

Capturing and maintaining metadata is in the hands of the

users and often neglected

ECM design and implementation is a huge, complex

undertaking, often requiring training and change management

Present Future

ECM is exposed in lead applications, transparently acting as the

bridge across the silos

Metadata is pre-populated based on

the business process defined from the lead application

ECM design tackles one business process at a time, making

taxonomy, metadata, etc. easier to define and roll-out

Content is managed but not maximized. ECM is treated solely

as a repository

Content is delivered in context and inline with processes, creating

business value

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Personal Productivity

I just want access to my files

I need to share documents

to get my job done

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Personal Productivity

Enterprise File Sync & Share File access and management

Sharing and collaboration - inside and outside the firewall

Access from any device

Embrace

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Personal Productivity in the Digital First World

ECM offered as collaboration by design still fails to capture the

vast majority of the content created

A myriad of file sync and share application on the desktop and

across the organization

Fileshares still the most prevalent way that users access and

share their information

Present

EFSS provides the simplicity and flexibility to ensure that content is

being captured in an Enterprise Application

Metadata is pre-populated based on

the business process defined from the lead application

Future

A simple paradigm shift to EFSS that makes knowledge workers

more productive in their access and sharing of files

Digital natives demand simplified sharing and collaboration,

circumvent enterprise systems

User experiences based on simplicity, transparency, and

engagement eliminate adoption as a barrier

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Control

Process Productivity Personal Productivity

• Majority of the business

records of the organization

• Many records are case-based

• Classified through inheritance

using templates

• Critical to the line of business

• Riskiest and costliest content

• Automated capture and management outside of lead application

• Automate or facilitate classification for retention purposes

• Search, hold and export critical

• Critical for government and highly regulated industries

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Control in the Digital First World

Event-based retention policies but no way to feasibly update

triggering metadata

RM-driven retention applies RM rigor on all content

Information governance is a separate activity imposed by the

organization

Present

Lead application that contains the business logic and metadata

needed to update triggering event

Simple, consistent retention where needed with fine-grained RM on

the most critical business records

Future

Information governance by design, transparently embedded in the

way we work

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Upgrade to Content Suite

Platform 16.2 and get…

Smart UI – now with Workflow, RM &

more!

New Wiki in Smart UI

Collaboration features (formerly Extended

Collaboration) in Classic UI

Connected Workspaces in Content

Server Smart Views

Template Workspaces in Content

Server Classic UI

A path to Extended ECM

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OpenText Confidential. ©2017 All Rights Reserved. 16

Where to Learn More

blogs.opentext.com/5-ways-content-suite-16-ep2-drives-ecm-success

blogs.opentext.com/bring-content-context-ecosystem-ep2-sap-sharepoint-successfactors-salesforce-oracle

www.opentext.com/what-we-do/opentext-release-16/opentext-content-suite-16 Announcement

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Release 16 Upgrade

Program

OpenText Professional Services offer a free

assessment to assist North American

customers planning to upgrade to R16! www.opentext.com/campaigns/release-16-upgrade

Or [email protected]

Making Upgrades Easy

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Resources for Your Upgrade

Doing your upgrade yourself? First stop - Upgrade Central

Have my add-on products/modules released? See the CS16 Module

Release Timeline

Find more about OpenText ECM products on

www.OpenText.com/ECM and in My Support Product Info for Content

Suite

Learn more about the value of Rethinking ECM

Read our ECM Blog

Stay in touch for more with our Information Matters newsletter

Register for our upcoming OT Live Webinars or watch a replay of previous sessions

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Rick Quarmby

Principal Knowledge Management Advisor

Hydro Tasmania

“The new user interface and custom search have proved a big

hit with users, and with Release 16 we have, in terms of

corporate search, at last found the Holy Grail. OpenText’s

Extended ECM platform offers significant benefits to our

organization and an end to any confusion about where to store

asset related information. It’s now becoming crystal clear to the

users, and that's a huge win for our business.”

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OpenText Confidential. ©2017 All Rights Reserved. 20

Markos C. Dolopikos

Principal Officer, IT Department

Black Sea Trade & Development Bank

“The new enhancements in OpenText Release 16 made it an

easy decision for us to upgrade. The new simple and

responsive user interface with role-based views provides a

personalized experience which will increase user adoption

across our organization. Furthermore, document-centric

workflows will enhance internal collaboration and simplify

business process automation.”

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OpenText Confidential. ©2017 All Rights Reserved. 21

Erin Gendron

Manager,

Information Management Solutions

“The intuitive user interface with built-in

collaboration in OpenText Content Suite 16 is just

what our users have been waiting for! The

enthusiasm our users have for this new release

has translated into expedited buy-in from our

management team.”

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I manage five generations of work

styles; it’s very difficult to configure

a system that accounts for all.

Now we’ll be able to let people

create their own user experience.

That’s amazing!

Angela Fares

EIM Project Manager | BNSF Railway

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Seeing 16 out of the

box, it's like you guys

read my mind and did

my job for me!

Ethan Duty

Web Applications Developer | Bank of America

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Colleen MacNaughton

Corporate Content Management Team Lead | City of Calgary

We have a complicated

disposition review process. We’ve

been talking to the Product Team

for a little while and it was

fantastic to see some of the

things we’ve highlighted coming

into this new release.

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The Salesforce

integration is

pretty cool stuff!

Glen Zagorski

IT Manager | Ortho Clinical Diagnostics

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We’re going to have

options, hybrid options,

of on-premise or in the

cloud!

Angela Fares

EIM Project Manager | BNSF Railway

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