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Open Source ECM 8 Things... You Should Know About Open Source ECM AIIM Roadshow - 2010 Cheryl McKinnon - CMO - Nuxeo Twitter: @CherylMcKinnon E-mail: [email protected] www.nuxeo.com Monday, August 16, 2010

8 Things You Should Know About Open Source ECMCheryl McKinnon - CMO - Nuxeo Twitter: @CherylMcKinnon E-mail: [email protected] ... Monday, August 16, 2010. Open Source ECM 8 Things

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Page 1: 8 Things You Should Know About Open Source ECMCheryl McKinnon - CMO - Nuxeo Twitter: @CherylMcKinnon E-mail: cmckinnon@nuxeo.com ... Monday, August 16, 2010. Open Source ECM 8 Things

Open Source ECM

8 Things...You Should Know AboutOpen Source ECM

AIIM Roadshow - 2010

Cheryl McKinnon - CMO - NuxeoTwitter: @CherylMcKinnon E-mail: [email protected]

www.nuxeo.com

Monday, August 16, 2010

Page 2: 8 Things You Should Know About Open Source ECMCheryl McKinnon - CMO - Nuxeo Twitter: @CherylMcKinnon E-mail: cmckinnon@nuxeo.com ... Monday, August 16, 2010. Open Source ECM 8 Things

Open Source ECM

8 Things You Should Know About Open Source ECM

2

Monday, August 16, 2010

Page 3: 8 Things You Should Know About Open Source ECMCheryl McKinnon - CMO - Nuxeo Twitter: @CherylMcKinnon E-mail: cmckinnon@nuxeo.com ... Monday, August 16, 2010. Open Source ECM 8 Things

Open Source ECM

#1You Can Get Started on an

ECM Project...Now

3

Monday, August 16, 2010

Page 4: 8 Things You Should Know About Open Source ECMCheryl McKinnon - CMO - Nuxeo Twitter: @CherylMcKinnon E-mail: cmckinnon@nuxeo.com ... Monday, August 16, 2010. Open Source ECM 8 Things

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

Page 5: 8 Things You Should Know About Open Source ECMCheryl McKinnon - CMO - Nuxeo Twitter: @CherylMcKinnon E-mail: cmckinnon@nuxeo.com ... Monday, August 16, 2010. Open Source ECM 8 Things

Open Source ECM

#2Open Source ECM is *NOT* Written by Some Guy in his

Mom’s Basement

5

Monday, August 16, 2010

Page 6: 8 Things You Should Know About Open Source ECMCheryl McKinnon - CMO - Nuxeo Twitter: @CherylMcKinnon E-mail: cmckinnon@nuxeo.com ... Monday, August 16, 2010. Open Source ECM 8 Things

Open Source ECM

#2 - *Not* Written by Some Guy in his Mom’s Basement

6

• 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

Page 7: 8 Things You Should Know About Open Source ECMCheryl McKinnon - CMO - Nuxeo Twitter: @CherylMcKinnon E-mail: cmckinnon@nuxeo.com ... Monday, August 16, 2010. Open Source ECM 8 Things

Open Source ECM

#3You Don’t Need to be a Developer to Use Open

Source ECM

7

Monday, August 16, 2010

Page 8: 8 Things You Should Know About Open Source ECMCheryl McKinnon - CMO - Nuxeo Twitter: @CherylMcKinnon E-mail: cmckinnon@nuxeo.com ... Monday, August 16, 2010. Open Source ECM 8 Things

Open Source ECM

#3 - You Don’t Need to be a Developer to Use Open Source ECM

8

• 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

Page 9: 8 Things You Should Know About Open Source ECMCheryl McKinnon - CMO - Nuxeo Twitter: @CherylMcKinnon E-mail: cmckinnon@nuxeo.com ... Monday, August 16, 2010. Open Source ECM 8 Things

Open Source ECM

#4Don’t Confuse Open Source

with “Free”

9

Monday, August 16, 2010

Page 10: 8 Things You Should Know About Open Source ECMCheryl McKinnon - CMO - Nuxeo Twitter: @CherylMcKinnon E-mail: cmckinnon@nuxeo.com ... Monday, August 16, 2010. Open Source ECM 8 Things

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

Page 11: 8 Things You Should Know About Open Source ECMCheryl McKinnon - CMO - Nuxeo Twitter: @CherylMcKinnon E-mail: cmckinnon@nuxeo.com ... Monday, August 16, 2010. Open Source ECM 8 Things

Open Source ECM

#5Open Source ECM Vendors Walk the Enterprise 2.0 Talk

11

Monday, August 16, 2010

Page 12: 8 Things You Should Know About Open Source ECMCheryl McKinnon - CMO - Nuxeo Twitter: @CherylMcKinnon E-mail: cmckinnon@nuxeo.com ... Monday, August 16, 2010. Open Source ECM 8 Things

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

Page 13: 8 Things You Should Know About Open Source ECMCheryl McKinnon - CMO - Nuxeo Twitter: @CherylMcKinnon E-mail: cmckinnon@nuxeo.com ... Monday, August 16, 2010. Open Source ECM 8 Things

Open Source ECM

#6Open Source Vendors Can Better Align to Customer

Values

13

Monday, August 16, 2010

Page 14: 8 Things You Should Know About Open Source ECMCheryl McKinnon - CMO - Nuxeo Twitter: @CherylMcKinnon E-mail: cmckinnon@nuxeo.com ... Monday, August 16, 2010. Open Source ECM 8 Things

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

Page 15: 8 Things You Should Know About Open Source ECMCheryl McKinnon - CMO - Nuxeo Twitter: @CherylMcKinnon E-mail: cmckinnon@nuxeo.com ... Monday, August 16, 2010. Open Source ECM 8 Things

Open Source ECM

#7Not All Vendor Business

Models are the Same

15

Monday, August 16, 2010

Page 16: 8 Things You Should Know About Open Source ECMCheryl McKinnon - CMO - Nuxeo Twitter: @CherylMcKinnon E-mail: cmckinnon@nuxeo.com ... Monday, August 16, 2010. Open Source ECM 8 Things

Open Source ECM

#7 - Not All Vendor Business Models are the Same

16

• 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

Page 17: 8 Things You Should Know About Open Source ECMCheryl McKinnon - CMO - Nuxeo Twitter: @CherylMcKinnon E-mail: cmckinnon@nuxeo.com ... Monday, August 16, 2010. Open Source ECM 8 Things

Open Source ECM

#8ECM is No Longer a Frill but is Essential to 21st Century

Business

17

Monday, August 16, 2010

Page 18: 8 Things You Should Know About Open Source ECMCheryl McKinnon - CMO - Nuxeo Twitter: @CherylMcKinnon E-mail: cmckinnon@nuxeo.com ... Monday, August 16, 2010. Open Source ECM 8 Things

Open Source ECM

#8 - ECM is No Longer a Frill

18

• 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

Page 19: 8 Things You Should Know About Open Source ECMCheryl McKinnon - CMO - Nuxeo Twitter: @CherylMcKinnon E-mail: cmckinnon@nuxeo.com ... Monday, August 16, 2010. Open Source ECM 8 Things

Open Source ECM

2010 - A Turning Point in the Evolution of Enterprise Content Management

19

Monday, August 16, 2010

Page 20: 8 Things You Should Know About Open Source ECMCheryl McKinnon - CMO - Nuxeo Twitter: @CherylMcKinnon E-mail: cmckinnon@nuxeo.com ... Monday, August 16, 2010. Open Source ECM 8 Things

Open Source ECM

Today - Second Generation of ECM Deployments

20

• 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

Page 21: 8 Things You Should Know About Open Source ECMCheryl McKinnon - CMO - Nuxeo Twitter: @CherylMcKinnon E-mail: cmckinnon@nuxeo.com ... Monday, August 16, 2010. Open Source ECM 8 Things

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

Page 22: 8 Things You Should Know About Open Source ECMCheryl McKinnon - CMO - Nuxeo Twitter: @CherylMcKinnon E-mail: cmckinnon@nuxeo.com ... Monday, August 16, 2010. Open Source ECM 8 Things

Open Source ECM

CMIS - Content Management Becomes Interoperable

22

Monday, August 16, 2010

Page 23: 8 Things You Should Know About Open Source ECMCheryl McKinnon - CMO - Nuxeo Twitter: @CherylMcKinnon E-mail: cmckinnon@nuxeo.com ... Monday, August 16, 2010. Open Source ECM 8 Things

Open Source ECM

Open Standards / Open Source

23

• 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

Page 24: 8 Things You Should Know About Open Source ECMCheryl McKinnon - CMO - Nuxeo Twitter: @CherylMcKinnon E-mail: cmckinnon@nuxeo.com ... Monday, August 16, 2010. Open Source ECM 8 Things

Open Source ECM

Background

24

• 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

Page 25: 8 Things You Should Know About Open Source ECMCheryl McKinnon - CMO - Nuxeo Twitter: @CherylMcKinnon E-mail: cmckinnon@nuxeo.com ... Monday, August 16, 2010. Open Source ECM 8 Things

Open Source ECM

CMIS: Why and What?

25

• 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

Page 26: 8 Things You Should Know About Open Source ECMCheryl McKinnon - CMO - Nuxeo Twitter: @CherylMcKinnon E-mail: cmckinnon@nuxeo.com ... Monday, August 16, 2010. Open Source ECM 8 Things

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

Page 27: 8 Things You Should Know About Open Source ECMCheryl McKinnon - CMO - Nuxeo Twitter: @CherylMcKinnon E-mail: cmckinnon@nuxeo.com ... Monday, August 16, 2010. Open Source ECM 8 Things

Open Source ECM

Problem is Not Vendor Lock-in It’s Content Lock-in

27

Monday, August 16, 2010

Page 28: 8 Things You Should Know About Open Source ECMCheryl McKinnon - CMO - Nuxeo Twitter: @CherylMcKinnon E-mail: cmckinnon@nuxeo.com ... Monday, August 16, 2010. Open Source ECM 8 Things

Open Source ECM

Lowest Common Denominator or Greatest Common Factor?

28

• 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

Page 29: 8 Things You Should Know About Open Source ECMCheryl McKinnon - CMO - Nuxeo Twitter: @CherylMcKinnon E-mail: cmckinnon@nuxeo.com ... Monday, August 16, 2010. Open Source ECM 8 Things

Open Source ECM

CMIS: Real World Content Applications - Today

29

Monday, August 16, 2010

Page 30: 8 Things You Should Know About Open Source ECMCheryl McKinnon - CMO - Nuxeo Twitter: @CherylMcKinnon E-mail: cmckinnon@nuxeo.com ... Monday, August 16, 2010. Open Source ECM 8 Things

Open Source ECM

Real World CMIS in Action

30

• 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

Page 31: 8 Things You Should Know About Open Source ECMCheryl McKinnon - CMO - Nuxeo Twitter: @CherylMcKinnon E-mail: cmckinnon@nuxeo.com ... Monday, August 16, 2010. Open Source ECM 8 Things

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

Page 32: 8 Things You Should Know About Open Source ECMCheryl McKinnon - CMO - Nuxeo Twitter: @CherylMcKinnon E-mail: cmckinnon@nuxeo.com ... Monday, August 16, 2010. Open Source ECM 8 Things

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

Page 33: 8 Things You Should Know About Open Source ECMCheryl McKinnon - CMO - Nuxeo Twitter: @CherylMcKinnon E-mail: cmckinnon@nuxeo.com ... Monday, August 16, 2010. Open Source ECM 8 Things

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

Page 34: 8 Things You Should Know About Open Source ECMCheryl McKinnon - CMO - Nuxeo Twitter: @CherylMcKinnon E-mail: cmckinnon@nuxeo.com ... Monday, August 16, 2010. Open Source ECM 8 Things

Open Source ECM

NuxeoWho Are We?

34

Monday, August 16, 2010

Page 35: 8 Things You Should Know About Open Source ECMCheryl McKinnon - CMO - Nuxeo Twitter: @CherylMcKinnon E-mail: cmckinnon@nuxeo.com ... Monday, August 16, 2010. Open Source ECM 8 Things

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

Page 36: 8 Things You Should Know About Open Source ECMCheryl McKinnon - CMO - Nuxeo Twitter: @CherylMcKinnon E-mail: cmckinnon@nuxeo.com ... Monday, August 16, 2010. Open Source ECM 8 Things

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