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Open Source ECM
8 Things...You Should Know AboutOpen Source ECM
AIIM Roadshow - 2010
Cheryl McKinnon - CMO - NuxeoTwitter: @CherylMcKinnon E-mail: cmckinnon@nuxeo.com
www.nuxeo.com
Monday, August 16, 2010
Open Source ECM
8 Things You Should Know About Open Source ECM
2
Monday, August 16, 2010
Open Source ECM
#1You Can Get Started on an
ECM Project...Now
3
Monday, August 16, 2010
Open Source ECM
#1 - You Can Get Started on an ECM Project...Now
4
• No need to let business problems escalate due to lack of short term budget funding
• Early requirements research can be done with little or no up-front financial investment
• Simplified approach to product procurement allows more transparent financial planning for development and deployment
Monday, August 16, 2010
Open Source ECM
#2Open Source ECM is *NOT* Written by Some Guy in his
Mom’s Basement
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Monday, August 16, 2010
Open Source ECM
#2 - *Not* Written by Some Guy in his Mom’s Basement
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• Still a lingering - and out-dated - perception of open source as hobbyist driven
• IT managers and software architects have long recognized open source for infrastructure use
• Professional support, developers, QA and services are all provided by vendors who understand enterprise needs
• Beware of the Fear, Uncertainty and Doubt (FUD) from legacy vendors
Monday, August 16, 2010
Open Source ECM
#3You Don’t Need to be a Developer to Use Open
Source ECM
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Monday, August 16, 2010
Open Source ECM
#3 - You Don’t Need to be a Developer to Use Open Source ECM
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• Organizations with complex or unique ECM requirements can always choose to customize
• Packaged downloads for streamlined installation or appliances for virtual machine platforms
• Clean, approachable user experience designed for use by typical information workers
• Graphical, wizard-driven customization and configuration environment puts control into hands of information architects and business analysts
Monday, August 16, 2010
Open Source ECM
#4Don’t Confuse Open Source
with “Free”
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Monday, August 16, 2010
Open Source ECM
#4 - Don’t Confuse Open Source with “Free”
10
• All ECM projects require a long term plan for deployment, needs analysis, training and ongoing support and maintenance
• Select an ECM platform because it meets your business and technical needs - not because there is a perception of ‘no cost’
• Prepare to invest in the support and assurances that best align with the mission critical nature of the content application
Monday, August 16, 2010
Open Source ECM
#5Open Source ECM Vendors Walk the Enterprise 2.0 Talk
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Monday, August 16, 2010
Open Source ECM
#5 - Open Source ECM Vendors Walk the Enterprise 2.0 Talk
12
• Successful open source projects are vibrant communities that encourage peer-to-peer engagement
• Most vendors have jumped on the “Community” and “Social Marketplace” bandwagon in last 2 years
• Open source ECM has valued knowledge-sharing, online community, peer support and customer input for years
Monday, August 16, 2010
Open Source ECM
#6Open Source Vendors Can Better Align to Customer
Values
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Monday, August 16, 2010
Open Source ECM
#6 - Open Source Vendors Can Better Align to Customer Values
14
• Vendors who derive revenue from license sales will benefit far in advance of their customers
• ECM deployments require weeks or months to show ROI and deliver on deployment objectives
• Open Source vendors benefit when the customer does: during the application build and deployment phases
• Ongoing maintenance and support costs need to be transparent and predictable
Monday, August 16, 2010
Open Source ECM
#7Not All Vendor Business
Models are the Same
15
Monday, August 16, 2010
Open Source ECM
#7 - Not All Vendor Business Models are the Same
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• Vendors who derive revenue from license sales will benefit far in advance of their customers
• ECM deployments require weeks or months to show ROI and deliver on deployment objectives
• Open Source vendors benefit when the customer does: during the application build and deployment phases
• Ongoing maintenance and support costs need to be transparent and predictable
Monday, August 16, 2010
Open Source ECM
#8ECM is No Longer a Frill but is Essential to 21st Century
Business
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Monday, August 16, 2010
Open Source ECM
#8 - ECM is No Longer a Frill
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• Rise of the Web means small and new companies can compete with incumbents
• Democratization of opportunity also means democratization of risk
• Requirements to manage, capture and preserve content extends to companies of all sizes and corporate structures
• Open Source ECM helps keep the playing field level
Monday, August 16, 2010
Open Source ECM
2010 - A Turning Point in the Evolution of Enterprise Content Management
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Monday, August 16, 2010
Open Source ECM
Today - Second Generation of ECM Deployments
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• AIIM - May 2010 Market Intelligence Report
• 35% of Respondents are deploying new Enterprise Content Management systems over next 12-18 months
• 64% of Respondents would consider using Open Source ECM software products
• Software as a Service ECM alternatives expected to double over 12-18 months - up to 12% will use SaaS
Monday, August 16, 2010
Open Source ECM
Today - Second Generation of ECM Deployments
21
• Gartner - April 2010
• Gartner has seen a sustained rise in open source content management offerings during the past 2 years
• 90% driven by perception of cost savings - also increased core maturity of available products, better flexibility and innovation
• “How to Determine if Open Source Makes Sense for your Content Management Strategy Publication Date: 15 April 2010/ID Number: G00175045
Monday, August 16, 2010
Open Source ECM
CMIS - Content Management Becomes Interoperable
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Monday, August 16, 2010
Open Source ECM
Open Standards / Open Source
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• Taking our Digital Footprint Seriously
• Long Term Preservation
• PDF/A
• Era of Information Overload becomes Dark Ages 2.0?
• Broad, accessible software source code
• User and developer community “future-proofs” against vendor merger and acquisitions or proprietary file types
• Public sector, large organizations, archives can assert control over their digital content requirements
Monday, August 16, 2010
Open Source ECM
Background
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• Draft specification submitted to OASIS in 2008
• Strong participation and collaboration among 19 vendors
• Final public draft in January 2010
• Ratification on May 4, 2010
Monday, August 16, 2010
Open Source ECM
CMIS: Why and What?
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• Statement of Purpose
• Define a domain model that can be used by applications to work with one or more Content Management systems
• Data Model, Abstract Capabilities, Set of Bindings
• Problem of “islands of incompatible systems” making it difficult for organizations and application developers to integrate content across and among systems
Monday, August 16, 2010
Open Source ECM
26
IBM/Filenet NuxeoEMC/
Documen-tum
Sharepoint Open Text/Livelink
...
CMIS Client : Portal, Scanning, Content Management or Business Apps
Document
FolderMetadata
Checkin, Checkout
Versions
CRUD operationsQuery : CMISQL
Renditions
Filing
Relations
REST (AtomPub) or SOAP
ACL
CMIS 1.0
Monday, August 16, 2010
Open Source ECM
Problem is Not Vendor Lock-in It’s Content Lock-in
27
Monday, August 16, 2010
Open Source ECM
Lowest Common Denominator or Greatest Common Factor?
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• Basics of the Specification
• Object Types
• Documents, Folders, Relationships, Policies
• Each object has an object identity, properties
• Objects may an access control list, a content stream or rendition
Monday, August 16, 2010
Open Source ECM
CMIS: Real World Content Applications - Today
29
Monday, August 16, 2010
Open Source ECM
Real World CMIS in Action
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• Content Management Goes Mobile
• Android CMIS Broswer
• Browse CMIS repository
• View Documents
• Email Documents
• Search
• View Document Properties
http://code.google.com/p/android-cmis-browser/
Monday, August 16, 2010
Open Source ECM
31
Nuxeo ECM: A Platform for Content Applications
PlatformContent
Infrastructure
Nuxeo Enterprise PlatformComplete set of components covering all aspects of ECM
Nuxeo CoreLightweight, scalable, embeddable content repository
HorizontalPackages
DocumentManagement
Digital AssetManagement
CaseManagement
Framework
StructuredDocument
Server
ContentAggregator
Business Solutions
Correspondence Management
Contracts Management
Invoice ProcessingRecords
Management
Construction Media Government Life Sciences
Monday, August 16, 2010
Open Source ECM
Use Cases: Platform for Content Applications
32
• Turn-key ECM Applications
• Document Management, Digital Asset Management, Records Management
• Content-Centric Business Applications
• Former Described by Gartner as Content-Enabled Vertical Applications (CEVA) - Now “Composite Content Applications” (CCA)
• Correspondence Control, Case Management, Contracts Management, Invoice Processing
Monday, August 16, 2010
Open Source ECM
Use Cases: Platform for Content Applications
33
• Embedded as a Service
• “OEM” content repository
• Mobile, offline applications needing lean, secure document store
Monday, August 16, 2010
Open Source ECM
NuxeoWho Are We?
34
Monday, August 16, 2010
Open Source ECM
Nuxeo: Who Are We?
35
• Our Focus is Enterprise Content Management Not an onramp to another core offering
• Open Source as Efficient Development ModelOpen development process, freely available ECM platform & components to download / deploy / extend, trick-free business-friendly licensing, etc.
• Built for 21st Century businessArchitecture intended for world of lean, mobile, social, interoperability, standards-friendly, where organizations run on content & information
• A Social Marketplace in actionInnovation driven by community of customers, partners, our core developers
Monday, August 16, 2010
Open Source ECM
Nuxeo: Who Are We?
36
• 10 Years of Success
• Open Source Enterprise Content Management provider with global customer base
• Current Architecture - a Java-based ECM platform built for flexibility and extensibility
• Rapid growth in North America since 2009
• Learn more at www.nuxeo.com
Monday, August 16, 2010
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