webinar presentation: automating enterprise archiving for worry-free compliance

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Presented on: October 23rd, 2014

Automating Enterprise Archiving for

Worry-Free Compliance

Greg Clark

Director, Program Management

OpenText

Greg is responsible for thought leadership and

program management for the Enterprise

Information Archiving at OpenText. Over the past

10 years Greg has managed industry leading

Enterprise Software products with Hummingbird,

OpenText, CA Technologies, and HP Autonomy.

Prior to rejoining OpenText, he spent the last 6

years managing Information Governance

solutions with a focus on Enterprise Archiving,

eDiscovery, and Regulatory Supervision in the

cloud and on premise.

Roger Beharry Lall

Director, Product Marketing

Adlib Software

With a broad background in technology and

innovation, Roger has been a strategic B2B

marketer for over 15 years working with IBM,

BlackBerry (Research in Motion), and other

global vendors and systems integrators.

An AIIM Certified ECM Practitioner, Roger is

passionate about how Advanced Rendering

technologies bring business value to diverse

organizational processes.

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COPYRIGHT LINE = ARIAL 8 PT. ALL CAPS © ADLIB 2014. THIS SLIDE PRESENTATION CONTAINS PROPRIETARY AND/OR CONFIDENTIAL INFORMATION.

Automating Enterprise Archiving for Worry-

Free Compliance

Roger Beharry Lall

Director, Product Marketing

Adlib

Greg Clark

Director, Program Management

OpenText

OpenText Confidential. ©2013 All Rights Reserved. 3

Information Management in the Digital Age

Information drives innovation and growth

Turning information in knowledge leads to greater insight, higher customer satisfaction, accelerates time to market, helps to open new opportunities, and enables you to remain competitive

An information governance program is a key strategy component for every organization


RISKY END-USER

BEHAVIOR

RUSH TO THE

CLOUD*

63% SEND FILES

HOME THROUGH

PERSONAL EMAIL

ADDRESSES

53% “Deleters”

26% “Pilers”

“Filers” 18%

MAILBOX MANAGEMENT HABITS

+25%

GROWTH IN ENTERPRISE

LICENSING FOR PRODUCTIVITY

APPS BY 2016

USING OFFICE 365

FOR EMAIL

33% OF ENTERPRISES WILL

MOVE TO CLOUD-BASED

ARCHIVES

1in5


ARCHIVING

SPECTRUM Archive Center

Compliance-driven

Standalone + high volume/ low touch

Content Suite

Active Lifecycle Management

Records Management-driven

Retention Auto-

Delete

Hold/

Export

Multi-tenant

Cloud-ready

Capture Create Classification Manage

Collect/

Preserve/

Export

RM Defensible

Disposition Archive


DAY FORWARD

LEGACY & IN-PLACE

AUTO CLASS

DISPOSE

100% CAPTURE

INDEX

ASSESS

AUTO CLASS

CONTROL

MIGRATE/ DISPOSE

Information Governance of Content and Sources








Evolution Of Rendering

Shareware/Freeware

Basic Rendering

– Consumer Desktop Products

Basic rendering

- Embedded

System Features

Advanced Rendering








Defining Advanced Rendering:

“PDF-ing” at the next level with features like:

• Accuracy/High Fidelity

• Automated, Metadata-rules driven, document conversion/assembly

• Enhancements (Table of Contents, Headers/Footers & Watermarks)

• Internal navigations: Bookmarks, Hyperlinks, ToC, Pagination

• Documents Searchability (OCR)

• Multiple input support – 400+ file types, ECM integration

• Multiple output support – PDF, PDF/A, tiff, Thumbnails

Enterprise-Grade architecture providing:

• Massive Scalability

• Centralized management control

• High Availability

• Fault Tolerance

• Load Balancing








Archiving Format Options








How Long is ‘Long Term’








PDF/A: PDF for Archive ISO Standard

• Open, democratic, non-proprietary, ISO

Standard

• Non hierarchical standards family

including: PDF/A-1, PDF/A-2, & PDF/A-3

• PDF/A supports many ‘robust’ features:

bookmarks, links, annotations, metadata,

searchable text, vector graphics, etc.

• Maximizing the long-term value of

information assets:

o Safe

o Secure

o Searchable document

o Self Contained (source independent)

o Satisfies compliance


• Archive Server

• Archive Center

• Content Suite

• Content Suite Platform

• Exchange/ O365

• GoogleApps

• Lotus Domino

• Archive for File

Systems

• Tempo Box

• OpenText eDOCs

• Contract Mgmnt

• Regulated Documents

• TCP

• EIA

• SAP Archiving

• xECM for SAP

• DAM for SAP

• Employee File Mgmnt

• Vendor Invoice Mgmnt

• Travel Receipts Mgmnt

• Application Governance

& Archiving for

SharePoint

• SharePoint Storage

Services

• xECM for Oracle

eBusiness Suite

• WEM/WSM

• CCM

• Tempo Social

• Media Management

• MBPM

• Case360

• Auto-categorization

• InfoFusion

• Early Case

Assessment

• Rendition

Server

http

Archiving Backbone


Who’s The Boss

.

Source: AIIM / Zylab – Archiving Whitepaper


Legislation and

industry regulations

are evolving

worldwide.

100,000+ Rules, laws, directives, regulations,

standards, guidelines, and

certifications.

EVOLVING

COMPLIANCE

NON-COMPLIANCE

FINES








Metadata Extraction

Table of

Contents

Table of

Contents

Disclaimer /

Source Footer

Branding

Watermark

Date

Stamp

Case #

Status








Automated Advanced Rendering

• Metadata Driven

• Rules based

• Advanced Rendering

o Conversion

o Formatting

o Enhancement

Additions

o Versioning

o Approvals

o Archiving








Content Conversion as a Shared Services


It’s really all about Capture & Classification!

18

Accelerating time to Compliance








Search Enabled Documents








Image Comparison & Classification

• Auto classification

• De-duplication

• Signature detection

• Contract comparison

• Revisions/versioning

• Expiration management

• Template confirmations

• Enhancement check

• XML extractions


It’s all about Business Transformation

Shift from focusing on risk and cost to adding value by managing content associated to business processes

An information governance program woven into the fabric of the solutions to transform the enterprise

Control the lifecycle of content by capturing and applying retention policies without negatively impacting end users


For More Information:

adlibsoftware.com

Product Info:

[email protected]

Twitter: @adlibsoftware

Linkedin.com/companies/adli

b-software

opentext.com/DemystifyInfoGov

Greg Clark

[email protected]

Twitter:

@bygregclark @opentext

LinkedIn: gregoryclark

http://www.adlibsoftware.com/

mailto:[email protected]

https://twitter.com/adlibsoftware

https://twitter.com/adlibsoftware

http://www.youtube.com/adlibsoftware




http://www.opentext.com/DemystifyInfoGov

http://www.opentext.com/DemystifyInfoGov

mailto:[email protected]


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And be sure to visit the Adlib booth to:

• Learn more about Adlib PDF for Open Text:

• View an in-person demo

• See how to meet the high fidelity document demands

of government, life sciences and energy industries

• Convert CAD files to PDF

• Learn about the ‘Enterprise’ difference,

• Receive your webinar attendee gift!

webinar presentation: automating enterprise archiving for worry-free compliance

Documents

information management

information governance

rejoining opentext

years greg

enterprise licensing

mailbox management habits

auto class control

place auto class dispose