[Webinar Slides] Next Gen Information Management – Succeeding in a New Era

Underwri(enby:

#AIIMInforma(onIsYourMostImportantAsset.LearntheSkillstoManageIt

NextGenInforma(onManagement–SucceedinginaNewEra

PresentedFebruary14,2017

NextGenInforma(onManagement:SucceedinginaNewEra

AnAIIMWebinardeliveredFebruary14,2017

Underwri(enby:

JohnManciniChiefEvangelistAIIM

StephenLudlowSeniorDirector,EnterpriseProductMarke;ngOpenText

Today’sSpeakers

Underwri(enby:

AYearofChange

Underwri(enby:

AYearofChange…evenforECM!

§  TheDeathofECMandBirthofContentServicesbyMichaelWoodbridge|January5,2017|

§  Ihavebeenworkingwithmyteam(ofverytalentedanalysts)tokilloffamarketdefiniPonIhavespentthemostsignificantporPonofmycareerserving.

§  Iamreferringto“ECM”(EnterpriseContentManagement).ECMisnowdead(kaput,finite,anex-marketname),atleastinhowGartnerdefinesthemarket.It’sbeenreplacedbythetermContentServices,astrategicconceptthatcoversthreeaspects,namelyContentServicesApplicaPons,Pla[ormsandComponents.

Underwri(enby:

Underwri(enby:

§  Sowhatdoesthismean?§  IsitanEvoluPonoraRevoluPon?

DocumentManagement&WorkflowCirca1995

EnterpriseContentManagementCirca2005

MobileandCloudContentManagementCirca2015

People SoluPonsaredifficulttouseandrequirelotsoftraining–usersarespecialists.

FocusshiasfromECM“specialists”toknowledgeworkers,butusabilitysPllnotatoppriority.

Usabilitybecomeseverything.Linesblurbetweenhomeandtheoffice.

Processes Focus=automaPngcontentintensive,complicated,mission-criPcalprocesses–deptsatlargeorganizaPons.

ECMbelievesit’sanenterpriselayer,butisoaensPlldrivenbydepts–silosexplode.

“AppificaPon”ofprocesses–“Goodenough”soluPonsemergefortheSMEmarket.

Technology Complex,customandexpensiveimplementaPonspurchasedbybusinessbuyers.

Rise–andthendecline–ofthe“suites”–SharePointdisruptsthetradiPonalECMmarket.

ConfiguraPon,connecPonandmobileskillsbecomekey–FilesyncandshareandcloudsoluPonsdisruptthemarket.

Underwri(enby:

§  Howareuserrequirementschanging?§  HowdoesthischangefuncPonalrequirementsonthesell-side?

For user/buy-side organizationsWhat is on your wish list?

For solution-provider/sell-side organizationsWhat functional requirements are now needed?

We want solutions with a clear cloud strategy – even if we say we’re not ready for cloud right now.

Cloud-first – Quickly deployed, elastic, available from anywhere, with constant updates.

We need to ingest information of all sorts as early as possible, and turn it into data to drive processes.

Intelligent Capture – Ability to standardize disparate input streams and directly connect them with core business processes.

Solutions must meet the “consumer” test – they must be as easy to use as those in our everyday lives.

Consumer-grade user experiences – Drive adoption with simple, clean UIs, self-signup and simple administration with instant provisioning.

We exist in a multi-repository world, and we are not likely to rip out major systems.

Repository agnostic – Able to work with existing repositories to eliminate migrations and leverage existing ECM investments.

Increasing demands of our employees for mobile solutions that foster collaboration and sharing.

Integrated collaboration tools – Incorporate knowledge worker tools into the overall content strategy.

We need help complying with growing privacy and regulatory requirements.

Automated governance – Take as much of the human element as possible out of governance by applying semantic and auto-class.

The business is demanding rapid development of new applications with a minimum of customization.

Open content services – Link low-code process-specific applications to content assets and both SaaS and on-premises options.

We want to incorporate both data and content to create integrated customer experiences.

Auto-classification and analytics – Ability to infer metadata where it doesn’t exist and use that data to provide context.

Underwri(enby:

10Ac(onItemsfor2017

§  Resisttheimpulsetosimplythrowthebabyoutwiththebathwater.

§  HelpyourorganizaPonconnectthedots.

§  Giveupontheideathatonesizefitsall.

§  Understandtheimportanceofmetadata.

§  Adoptaday-forwardmindset.

§  PerDr.Strangelove,stopworryingandlearntolovethebomb.

§  Embraceandexperimentwithnewtechnologies.

§  Don’tuseRecordsManagementasaproxyforInformaPonGovernance.

§  Investinbuildingnewdatacompetencies.

§  StopthinkingaboutECMastheleadapplicaPon.

Content Services in Action The Evolution of ECM

OpenText Confidential. ©2017 All Rights Reserved. 12

An Integration Strategy for the Future

Content Server

API’S

CONTINUED INVESTMENT AND ROADMAP COMMITMENTS

INTEGRATIONS

CORE CONCERT SNAP COURIER EXPRESS FOCUS

SOLUTION COMPONENTS

INTEGRATION STRATEGY

Leverage Existing Platforms

Convergence in Next-Gen-Platform

CONTENT SERVICES CASE SERVICES CAPTURE SERVICES

APPLICATIONS EXTENSIONS

OpenText Confidential. ©2016 All Rights Reserved. 13 13

WeBuiltit…andtheydidnotcome

ECM

OpenText Confidential. ©2016 All Rights Reserved. 14

Extended ECM into Business Applications Using Content Widgets and API’s PM

Extended ECM Account Workspace in

Salesforce

OpenText Confidential. ©2016 All Rights Reserved. 15

Business Object

Extended ECM Platform

Anatomy of the Integration Business Application

Trigger Event Data, Roles,

Structure, Relations,

Classifications

Content in Context

Workspace User Interface (Widgets)

DATA

CONTENT TASKS

PEOPLE

Workspace Template

Model

DATA

CONTENT TASKS

PEOPLE

Business Workspace

Template based Creation Extended ECM Platform

OpenText Confidential. ©2016 All Rights Reserved. 16

Extended ECM for Salesforce

Data Mapping & Synchronization Account Workspace:

An account workspace is auto-created for the salesforce account. Account Details are synchronized as Extended ECM metadata

OpenText Confidential. ©2016 All Rights Reserved. 17

CLOUD NATIVE, MULTITENANT

MICROSERVICE ARCHITECTURE

ON-PREMISE INTEGRATION

The LEAP Platform

OpenText Confidential. ©2017 All Rights Reserved. 18

Content Service

Organize and Search Content with Metadata

§  Folders: Container for sub-folders and files

§  Files: Document with content

§  Rendition and versioning support for files

§  Object: Content-less Objects

§  Traits: Custom dynamic metadata and behavior

§  ACL: Permissions granted to users and roles

§  Fine grained access-control through ACLs

Content

OpenText Confidential. ©2017 All Rights Reserved. 19

Rejected

Accepted Submitted Open Borrower Submits

Agent Review

Case

Borrower Apply

Borrower Re-Submits

Loan Application

§  Semi-structured collaborative process between Borrower and Agent

§  Digital, mobile customer requires digital mobile process

§  Mixture of forms, paper, fax and email

§  Status of documents difficult to determine for both parties

§  Inefficient “back-end” processes with disparate documents

OpenText Confidential. ©2017 All Rights Reserved. 20

Home Inspection Report

Agent (R) Borrower - Open/Rejected (RW) Borrower - Submitted/Accepted (R)

Agent (R) Borrower - Open/Rejected (RW) Borrower - Submitted/Accepted (R)

Agent (RW) Borrower (R)

Agent (RW) Borrower (R)

Agent (RW) Borrower (R)

Case

Loan

Financials

Phases Income Statement

Home Details

Assemble Case and Content Services in an Application

Rejected

Accepted Submitted Open Borrower Submits

Agent Review

Borrower Apply

Borrower Re-Submits

Loan Application

COURIER Content exchange without chaos

OpenText Confidential. ©2017 All Rights Reserved. 21

A few resources to help you learn more

Succeeding in the new ERA by integrating ECM Across Business Processes for Greater Productivity and ROI. Join us at the AIIM Conference and Enterprise World 2017 to learn more about the future of ECM. Looking to find out what the combination of OpenText and Documentum means for the future of ECM.

Underwri(enby:

JohnMancini

ChiefEvangelist

AIIM

info.aiim.org/digital-landfill

@jmancini77

ThankYou!

Underwri(enby:

DownloadtheAIIMWhitePaper

NewWhitePaper:Revolu;onorEvolu;on?

10StrategiestoNavigatetheShiAfromECMtoContentServices

h(p://info.aiim.org/10-strategies-to-navigate-the-

shia-from-ecm-to-content-services

Underwri(enby:

AIIMistheCommunityforInforma(onProfessionals

AIIMbelievesthatinforma(onisyourmostimportantasset.Learntheskillstomanageit.

OurmissionistoimproveorganizaPonal

performancebyempoweringacommunityofleaderscommi(edto

informaPon-driveninnovaPon.

Learnmoreatwww.aiim.org