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8 Factors to Consider in Creating an Information Management StrategyBrian DirkingPrincipal Product Director, Oracle Corporation

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Agenda

• 8 Factors to Consider in Creating an Information Management Strategy

• Finding (or Keeping) Content Management Funding

• Oracle Content Management• Resources• Questions?

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8 Factors to Consider in Creating an Information Management Strategy

Digital Landfill Blog

1. Not All Content Is Created Equal

High-Value

Biz Content

Process-Centric Collaborative Content

Ad-hoc Collaborative Content

Personal Content

Value to # of users /

organization

Volume ofcontent

Attachments in enterprise apps, public Web sites, policies & procedures, employee/customer content, intellectual property, financial stmts, knowledgebase, corporate records, …

AP/AR, expense receipts, contracts, M&A info, loan/mortgage processing, applications, purchasing docs, …

Informal project content, meeting minutes, group drafts, file shares, …

Working drafts, notes personal files, …

2. If you need it in one system, you might also need it in another

Packing List

CRM System

ERP System

3. When content is siloed, people bridge the gap.

• Automate them if possible

• Ensure they have fallback processes

• Document your processes

4. Content doesn’t exist if it is not accessible.

• Content that is not accessible does not bring value to the organization

• Furthermore, it can undermine value

• Too much information on a share drive

• Information locked on local hard drives

5. Content that is too accessible causes risk.

• Documents on share drives• Documents on laptops

• Need to be able to share content and still control access when it is outside of a repository

ECM System

Firewall

6. Understand your green benefits.

• Paper costs• Shipping costs• Storage costs• Process improvement

• License issuance went from average of 3 weeks to 2 days.

• Reduced average time searching for documents from 2 hours per employee per day to 26 minutes.

• Eliminated or reassigned 7 non-essential FTE’s

• Reduced cost associated with lost or misplaced documents by 92%

• Return-on-investment is less than 6 months

Oracle Green Calculator

7. Content in context raises value.

• Immediate content access

• From within existing business processes

• Improves processing speed

• Improves accuracy

“If bad data impacts an operation only 5% of the time, it adds a staggering 45% to the cost of operations.”

Thomas Redman – ”Data, An Unfolding Quality Disaster,” Information Management Magazine

8. Understand tech trends and know when they will collide.

Enterprise 2.0

e-Discovery

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Finding (or Keeping)Content Management Funding

How to Find / Keep Funding

• Finding ROI (with hard and soft dollar costs)• Paper processing & storage costs• Electronic distribution of content & reports via Web• Software & license fees• Headcount• More efficient business processes

• Engage the users• From desktop to business processes, custom Web applications

and enterprise applications• Incorporate Enterprise 2.0 technologies

• Leverage technology for growth• Increased revenue via Web channel, optimized content targeting

• Leverage technology to transform how you do business• From moving to self-service to creating new services & business

models

• Content enabled applications speed business processes

• Unified repository for better access and reuse

• Certified connectors simplify deployment and upgrades

• Works with Applications Unlimited today

Document Capture and Imaging

Unified Content Access, Management and Publishing

Invoices Service Agreements

Enrollment Forms Payments

PRE-BUILT SUSTAINABLE INTEGRATIONS

Accounts Payable Call Center Employee Self-

ServiceAccounts

Receivable

Oracle Enterprise Application Documents

Accounts PayableContent Management Benefits

• Integrate invoices and receipts with AP processing applications

• Reduce processing time up to 93%• Reduce costs by taking discounts• Green benefit: reduced paper,

storage and shippingEnd user benefit: processing and reviewing in context of application

• A/P response time reduced from 2 -10 days to 1-10 sec.

• Saving $1 million a year

Human ResourcesContent Management Benefits

• Attach resumes and forms to HR records• Faster employee

on-boarding• Better compliance and

security• Greater self-service

• Can reduce benefits processing 85%

City of Rotterdam

• Manage & secure all HR records through Oracle EBS• Eliminated storage costs, enhanced productivity with immediate

access, lowered risk, compliance with regulations

Sales / Contracts / Call Center Content Management Benefits

Customer Sales Plan

Executive Sales Presentation

Purchase History

Pricing Proposal

• Integrate sales proposals, service contracts, presentations, collateral

• From CRM system• Search across systems to find all

relevant content to an account• Attach account-specific content• Guaranteed accurate and up to

date content• “Quick scan” to bring in

paper-based content

• Integrating documents in Siebel• Centralized, consolidated, scalable

solution for over 34,000 employees to access customer related documents

Leveraging the Web to Reduce costs, grow revenue, change your business

• Powers 120+ Web sites for product & service info• Leverages single system for all internal & external Web sites• Reduces costs through tech consolidation, distributed site

creation and maintenance & information delivery

• Overall Web strategy to increase sales & lead generation , improve SEO, reduce costs, encourage self-service

• Consolidated100+ Lotus Notes sites to one .com site• Implemented .com site, multi-lingual sites, BrandCenter with

digital asset management• Tracked $3 million sales within first 3 months; • Saved $ 1million first year with online information delivery

• Collaborative and personalized Global Support Portal with deployed as strategic advantage in customer service

• Oracle WebCenter, Universal Content Mgmt, Secure Enterprise Search, EBS Product Catalog & Configurator

• Plugged in Web 2.0 services with wikis, blogs and forums

Marketing

Sales

Legal

Finance

IT

HR

Production

Accounts Payable

Regulatory Compliance

IT Project Management

Secure Deal Collaboration

Contract Management

Marketing and Brand Management Secure Research &

CollaborationProject

Management

Information Privacy and Protection

Policies & Procedures

Board of DirectorsClaims

Processing

At the End of the Day, You’re BuildingContent-Centric Business Solutions

Enterprise Content Management

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Oracle’s Content Management Solutions

Core Content Services

Capture Web Content Mgmt Imaging

Digital Asset Mgmt

Document Mgmt

Information Rights

Records and Retention

Oracle Enterprise Content Management

Forms Recognition

Portals

WebSites

Mobile Devices

Enterprise

Application

Documents

Oracle Content ManagementUnified and Integrated Enterprise Content Management

Enterprise 2.0 with Oracle WebCenter SuiteBringing Together Key Investments

Web Application Frameworks• Portal• Custom Applications• Websites

Content Management• Transformation• Knowledge Management• Sharing and Reuse

Infrastructure• Leveraging SOA Investment• Integrated Enterprise Applications• Scalability and Reliability

Collaboration• Blogs, Wikis, RSS• Messaging and Calendaring

Services

Enterprise 2.0

24

Oracle ECMAnalyst and Industry Reviews

Gartner Enterprise Content ManagementMagic Quadrant, September 2009

Forrester ECM Suites Wave, November 2009

“Leader” “Leader” “Leader”

Gartner Web Content ManagementMagic Quadrant, August 2009

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Resources

Resources: AIIM Conference 2009Oracle Customer Panel Videos

• Find links on “Content @ Work” Blog by Brian DirkingTwitter: @bdirking• Article “Keeping Content Management Funded”• http://bit.ly/KeepingContentManagementFunded

• Molly Wenzler of MeadWestvaco • How she encouraged her executives to fund a new WCM project

• Mike McKuras of BlueCross/BlueShield of Minnesota• How they assign an ECM expert to every project to make sure

that it is incorporated into the planning• Todd Januzzi of Vornado Realty Trust

• How they are better able to respond to document requests for real estate sales and freed up office space

• Lt. Col. JD Whitlock of U.S. Air Force Medical • How they have made their content more accessible, improving

the quality and productivity

Upcoming Oracle Content Management Events• COLLABORATE 2010

• Oracle user group conference• April 20-22, 2010• Mandalay Bay, Las Vegas, NV

• AIIM Conference 2010• Oracle Customer Executive Keynote Panel• Making content management a key infrastructure – how

integrating content management with applications drives value

• Tuesday morning, 8:30 after opening keynote• April 20, Pennsylvania Convention Center, Philadelphia

Resources

• ROI Studies – by Forrester with Oracle ECM Customers• City of Ottawa• Emerson Process Management

• Oracle Enterprise Application Documents

• Oracle Imaging & Process Mgmt Resource Kit

• Oracle Web Content Management• www.oracle.com/goto/wcm

• Enterprise 2.0 Readiness Assessment Tool• http://getsocial.oracle.com/?id=aiim

• Contact me at brian.dirking@oracle.com• On Twitter @bdirking