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Getting Up To Speed With Oracle I/PM 11g

Rob WhiterBusiness Solutions Director, Oracle Content Management & Portals

Agenda

• Introduction

• IPM 11g

• Capture & Imaging Market Update

• Positioning & Target Markets

• 11g Release Highlights• 11g Release Highlights

• Online Resources

• Contacts

• Questions?

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What is Oracle IPM 11g?

• IPM 11g is effectively a special OFM application with:• Oracle UCM for Content Management

• Oracle BPEL 11g for application integration

• Oracle BPM 11g for workflow processing

• An Imaging Service for image ingestion, management and display.

• IPM is as such a refined implementation of UCM 11g that supports the needs of transactional document management market

Introduction to…

Oracle I/PM 11g Business

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Solutions

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Transactional Content Management & Imaging

A Market Update

TCM & Imaging MarketWhat’s been going on since 1990?

In the Market NOW With Oracle ECM 11g

• Imaging’s high ROI has made it a hot technology in tough economic times

•Many of the 1st Generation imaging • NEW batch & ad-hoc Capture

• NEW high through put Content Server Design, and Securefilesstorage “in the DB” for images.

•Customers moving from point to platform solutions

•Many of the 1 Generation imaging

systems now up for refresh

• Advancements in IDR technology have taken it from a “risky” to “proven” investment

• NEW batch & ad-hoc Capture products

•OEM’d Forms Recognition

product

•Releases Oracle I/PM 11g,

High performance imaging

platform

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Transactional CM Market TrendsExtending the value of transactional ECM systems

Point solution Imaging

• Most imaging deployments

are initiated by one LOB to

decrease reliance on

paper and automate

processes

• Their priority is to find the

imaging solution that fits

Enterprise Transactional ECM

• Built on common Content

Infrastructure

• Able to scale up and across

the business to support a

wide range of TCM ROI’simaging solution that fits

their operations, with

seamless ERP integration

• They like point systems

that are designed to

support only one

department’s processes,

but do it well

• Support for all the critical

Content Services solutions

• WCM

• EDM/ EDRMS

• Collaboration etc

LINE OF BUSINESS Enterprise Content Services

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TCM Market Shift: Point to Platform

• “Although organizations have typically deployed capture and image management solutions at the departmental level…we believeenterprises are recognizing the value of deploying a consistent set of technologies across all of the LOBs that require capture and imaging, and they will look to standardize on a limited list of suppliers.”

• “Enterprises require a greater degree of integration with their other enterprise systems and applications…capture and image management vendors need to provide a service-oriented architecture (SOA) and vendors need to provide a service-oriented architecture (SOA) and support Web services. Strong BPM facilities or integration with platform BPM offerings are also key.”

• “Compliance continues to be a key driver for ECM spend….This is whyrecords management (RM) needs to be integrated with capture and image management solutions for large organizations.”

- IDC, Capture and Image Management Market Forecast, 2008-2012

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Drivers for Transactional ECM infrastructureWhat organizations looking for

Batch & Remote Capture

Forms Recognition

Imaging Viewer (Markups/Annot.)

Application Imaging req’s Enterprise ECM req’s

Platform-based ECM & BPM

Productized, Open Integrations

Imaging Viewer (Markups/Annot.)

Packaged Solutions for ERPs

Process Monitoring

LOWER COSTS IT MANAGEABILITYDEPARTMENTAL EFFICIENCY

Multi-tenancy Deployment

Collaborative CM

Print & Fax

Business User Process Modeling

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Oracle I/PM 11g R1

Our Positioning & Target

Markets

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Markets

Oracle I/PM 11gNext generation TCM – from point to platform

Batch & Remote Capture

Forms Recognition

Imaging Viewer (Markups/Annot.)

Application Imaging req’s Enterprise Imaging req’s

Platform-based ECM & BPM

Productized, Open Integrations

Imaging Viewer (Markups/Annot.)

Packaged Solutions for ERPs

Process Monitoring

LOWER COSTS IT MANAGEABILITYDEPARTMENTAL EFFICIENCY

Multi-tenancy Deployment

COLD / ERM Management

Print & Fax

Business User Process Modeling

I/PM 11g

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Oracle I/PM 11gCompetitive positioning – what we do and what we don’t

Application Imaging Enterprise Imaging

LOWER COSTS IT MANAGEABILITYDEPARTMENTAL EFFICIENCY

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Oracle I/PM 11g ValueMore business solutions supported, less cost, less complexity

• Complete:

• Single-vendor, end-to-end process automation – applications, capture,

imaging and workflow

• Integrated:

• Productized, supported integrations with Oracle Applications

• Cost-effective:

• Maximize IT investments

& skill sets in Apps &

Middleware

• Long term strategic

value as the default

imaging solution for

Applications Unlimited &

Fusion Applications

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Why present this to an Oracle client? I/PM 11g is an integrated & complimentary investment

IBPM 7.6 I/PM 10g I/PM 11g

Capture 3rd party 3rd party / ODC ODC / OFR

Repository Proprietary Embedded UCM

Workflow Embedded BPM Suite BPM Suite

Platform OS Windows Windows Linux/Sol/HP-UX

Workflow Embedded BPM Suite BPM Suite

Viewer ActiveX ActiveX Java Applet

Web Server IIS IIS / iAS WebLogic

Directory Active Directory Active Directory AD/OiD/OpenLDAP

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Present IPM as part of the ECM Suite Multiple business outcomes from the one investment

Repository

Imaging / BPM

Oracle ECM Suite

Consolidates images with all other unstructured content

Connects I/PM services & workflows to UCM

Library services

Web publishing

Records Mgmt

App Integration One adapter per App product family supports all ECM req’s

Attach records/retention policies to imaged content

+

Attach check-in/out, versioning etc. capability to imaging

Expose images via websites & portals with secure mark-ups

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Oracle I/PM 11g Value propositions Target markets

• High ROI!

• E-Business Suite R12 upgrade with no imaging deployed or with Kofax (170 Systems) deployed

• E-Business Suite customer with imaging req’s for more than 1 applications module (i.e A/P and T&E)

• UCM customer with EBS or PeopleSoft

• Oracle Applications client (existing FMW investment / ‘Red Stack’)

• Proven ROI…

• E-Business Suite customer with A/P only imaging req.

• PeopleSoft customer with A/P, HR or Campus only imaging req., or on aggressive implementation schedule

• JDEdwards customer: No 11g support yet; new application integration is not yet released

• I/BM FileNet replacement with COLD req: No support in 11gR1

• Lower ROI.

• SAP customer: No 11g integration available; no current roadmap

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Oracle I/PM 11g

The Software

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End-to-End Application Imaging Value = One complete integrated solution

Workflow & MonitorExtract & IndexCapture ApproveAccess

Images & data Pre-built workflows Automated

Store

Documents scanned & imported

Automated data extraction

Images & data accessed via Oracle ERP

Pre-built workflows & monitoring speed

processing

Automated approvals via Oracle ERP

• Decreases storage, transportation and labor costs

• Streamlines operations

• Improves process visibility

• Maximizes your Oracle Applications investment

Archived to central imaging repository

Integrated Document CaptureValue –Support for High volume & ad-hoc scanning

REMOTE USERS

MAILROOM

• Import paper documents, emails, faxes & electronic documents

• Convert to industry-standard image formats (PDF, TIFF)

• High volume batch capture at centralized location, or web-based

ad-hoc capture

• Web-based scan reduces inter-office shipping costs

• Auto-archiving of documents to imaging repository

• Support for enterprise-class & desktop scanners & MFDs

PEOPLESOFT | E-BUSINESS SUITE

CONTENT MANAGEMENT

Integrated Forms RecognitionValue = Enables “touchless” transaction processing

• Process high volumes of documents without templates• Out-of-the-box solution for invoice processing:

• No manual data entry into the ERP• Automatic header & line item extraction & PO matching

Classify:

• Content-based recognition & sorting11

• Content-based recognition & sorting

• Document agnostic

Extract:

• Context-based data extraction2

Validate & Match:

• Leverage ERP data

• Fuzzy search for fault tolerant data validation

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1

2

3

2

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Tightly Integrated User ExperiencesValue = One-click access inside the Business App

• View task & image

• Key from image

• Resolve exceptions

• Annotate & add comments to documents

• Supports 400+ document

• Viewer & Task List launched from Oracle Application UIs to:

• Supports 400+ document formats

Workflow-driven Document ProcessingValue = Resolve exceptions using your Apps business rules

• Pre-built workflows for financial operations (invoice and expense processing)

• Augments native Oracle ERP workflows with key exception handling abilities:• Vendor maintenance

A/P clerk requires proper Vendor ID for invoice – selects link in I/PM Task List

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• Vendor maintenance• Request information• Rescan image; etc.

• Automated email notifications of task assignment for users outside ERP environment

• Automated re-assignment, delegation or escalation if needed

Task shows up in A/P clerk’s queue so they can enter Vendor ID in ERP

2 3Maintenance clerk receives email & image with ID

request

Real-Time Process Monitoring Value = Manage, refine and monitor risks & outcomes

• Real-time metrics available to managers for staffing decisions and workload shifting:

•Visibility into in-flight processes at the individual and aggregate level

• View types including real-time lists, charts and KPIs

• Business user friendly:

- Configurable rules/alerts

- User created dashboards (No programming needed)

Application Adapters for Oracle ECM Productized, open integrations ease administration

Complete

• Out-of-the-box integrations with E-Business Suite and PeopleSoft

• Single adapter for all ECM requirements on a consistent integration framework

• Loosely-coupled, configurable integrations maintain system integrity

Open

• In-context imaging access maintains native app user experience

• Access to users outside ERP environments via standard browsers

• Provide content-centric solutions to complement native app processes

Integrated

integrations maintain system integrity

• Comprehensive Web services extends imaging to custom or third party

applications

Oracle I/PM 11g Online Resources

• Oracle

• I/PM on IAS: http://ias.us.oracle.com > ECM > I/PM

• I/PM 11g datasheet - GA

• I/PM 11g business & technical presentations – GA

• I/PM 11g sales & customer-facing FAQs - GA

• I/PM 10g to 11g Migration paper - GA

• I/PM 11g Training: ECM 11g Wiki: http://webcenter.us.oracle.com

• Awareness Seminar – GA

• Proficiency Seminars – Mid Mar.• Proficiency Seminars – Mid Mar.

• Advanced Onsite – Feb/Mar, global

• Administration Course – In OU Development; first teach available

• Sales Info:

• Sales Kits: http://ias.us.oracle.com > ECM > Sales Kits

• Imaging for E-Business Suite – 11g updates (collateral, presos, viewlet)

• Imaging for PeopleSoft – 11g updates (collateral, presos, viewlet)

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Questions?

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Contacts:

•Product: robert.whiter@oracle.com

•Sales: bill.kearney@oracle.com

•Marketing: kevin.cheng@oracle.com