Enterprise Content Management Integrating Content Process and Connectivity

Enterprise Content Management Integrating Content, Process, and Connectivity for Competitive Advantage Malcolm Holden October 2007 © 2007 IBM Corporation

Information Management Software | Enterprise Content Management Are You Using Information to Drive Competitive Advantage? 60%+ of CEOs: Information Complexity Need to do a better job leveraging information Trusted? In context? In line? Complete? Accurate? Timely? Business Pressures Customer Service Optimized Operations Regulatory Compliance Managed Risk 5 X More Value created by organizations effective at using information as an asset Sources: IBM Attributes & Capabilities Study, 2005; IBM CFO Study, 2006 © 2007 IBM Corporation

Information Management Software | Enterprise Content Management Why is it Challenging to Leverage Information? Lost Time © 2007 IBM Corporation Reduced Service Increased Costs Lost Revenue

Information Management Software | Enterprise Content Management Delivering information in context to optimize business processes, applications and productivity… People, Processes, Applications Individual Applications & Processes Application Application Open Standards Flexible Architecture Databases Warehouses Leverage heterogeneous applications and information sources Rich Media Documents e-Mail Protect & extend existing investments © 2007 IBM Corporation

Information Management Software | Enterprise Content Management Business processes facilitate the moment of decision It all comes down to making the right decision § Is the best, most accurate information available? § Are all the steps complete? § Have the right people been involved? § Will the right decision be made when it needs to be made? © 2007 IBM Corporation

Information Management Software | Enterprise Content Management Most of your processes involve content Web Pages Lifecycle Management Forms Library Services Search Electronic Documents Reports Records Management Archive Paper Documents & Files Collaboration Security & Access Management Email Photos, Graphics, Video BPM & Enterprise Applications Content Management Fax © 2007 IBM Corporation Other Repositories

Information Management Software | Enterprise Content Management Content forms the basis for document-centric processes are vital for day-to-day operations Document-intensive… …processes require users to Content-centric… Decision-intensive… review documents for approvals, data-entry, and decision-making Examples: § Bank loan processing § Insurance claims processing § Government case management § Invoice processing © 2007 IBM Corporation

Information Management Software | Enterprise Content Management Organizations need to address the challenges that are inherent within document-centric processes Issues Drivers § Manual and labor-intensive § Reduce operating and transactional costs § Lack of flexibility § Respond to changing business conditions § Limited visibility, control, and measurement § Manage issues before they become problems © 2007 IBM Corporation

Information Management Software | Enterprise Content Management Need a solution that recognizes the synergy between process and content § A change in content launches a process – Active Content-aware Process § Process changes content as it executes § Content defines the context in which decision are made in processes § Processes, rules, forms are content subject to versioning, search, etc. © 2007 IBM Corporation Process-aware Content

Information Management Software | Enterprise Content Management Active Content – putting content to work Create Promote Approve Change Lifecycle Policies Review & Release Check-in Update Demote Email Notification Essential for Case Management applications Lifecycle Actions Case Event / Change Notification Check-out Delete Update Enterprise Lifecycle Applications Events Render & Deploy © 2007 IBM Corporation

Information Management Software | Enterprise Content Management Business Process Management is the key to automating document-centric processes Optimize Automate Integrate © 2007 IBM Corporation

Information Management Software | Enterprise Content Management How are BPM and ECM related? In terms of technology, what relationship do you see between ECM and BPM? Source: AIIM 2007 State of ECM Industry Survey © 2007 IBM Corporation

Information Management Software | Enterprise Content Management An integrated approach to ECM Active Content Process Imaging / Capture Document Management Web Content Mgt. Content Federation Collaboration Workflow Simulation Analytics Forms Development Framework IBM ECM Platform © 2007 IBM Corporation Compliance Records Mgt. Email Mgt. Search & Discovery Shared Drive Mgt. Classification

Information Management Software | Enterprise Content Management An integrated approach to ECM § Increased Business Agility § Supports Faster Decision Making, Streamlined Processes, Reduced Cycle Time § Improves Customer Service § Reduces Transaction Processing Costs and Errors § Streamlines Exception Handling § Delivers Enhanced Operational Visibility § Supports Compliance – part of the process Competitive Advantage © 2007 IBM Corporation 14

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