october 1, 2009 johannesburg, south africa leveraging information for smarter business outcomes with...

October 1, 2009 • Johannesburg, South Africa

Leveraging Information For Smarter Business Outcomes With IBM Enterprise Content Management

Ludger Helm, ECM Software Sales Specialist

Is Content and Compliance an Issue?

Agenda

ECM Solution Overview: Foundational positioning of ECM portfolio

Enterprise Content Management in Context:

Establishing an Information Agenda

ECM Overview: Using agility to improve business productivity

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Leverage Information For Smarter Business Outcomes: How To Get Started!

BusinessOptimization

Information Infrastructure

Proven Approach Software

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Enterprise Content ManagementOptimize content, process and compliance management

Capture, manage & leverage your enterprise

contentIBM FileNet Content

Manager,IBM Content Manager,IBM Content Manager

OnDemand

Create insight from unstructured information

IBM OmniFind Search & Content Analytics

Optimize content-centric business processesIBM FileNet BPM

Manage regulatory complianceIBM Content Collection & Archiving, IBM Classification Module, IBM

Records Management, IBM eDiscovery Search & Analytics

Software

Why Is ECM Important To Information Agenda?

With a solution focus, IBM ECM delivers a flexible information infrastructure

Content combined with process is the backbone of an Information Agenda

IBM ECM provides tools for discovering, analyzing, and classifying content in email, files, collaboration repositories such as Microsoft SharePoint and Lotus Quickr

IBM ECM services assist organizations in the development, staffing or refinement of their ECM Center of Excellence.

IBM ECM business partners are solution experts able to leverage accrued knowledge and best practices for specific industry needs.

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Insurance

Government HealthcareTelco Energy & Utilities

IndustrialRetailFinancial ServicesCase ManagementCustomer

CorrespondenceLending/Credit Approval

Health InsuranceProperty & CasualtyUnderwriting

Contract Management Invoice ProcessingVendor Management

Aging WorkforceAsset and Plant

Lifecycle ManagementBack Office Applications

ComplianceCustomer InsightRemote Worker

Productivity

Asset and Plant Lifecycle Management

Rate Case ManagementRecords Management

Contract ManagementComplianceFederal, State & Local

solutions

Enrollment & Claims Processing

Health Information Management

Health insurance

Information Agenda: ECM Solutions

Organizations Want Agility For Better Outcomes

Localized processes

Globalized processes

Automatedbut inflexible

Optimized and Dynamic

Gain Greater Competitive Advantages

CIO's top priority for last 3 years:

“Improving Business Processes” Source: Gartner, “Making the Difference: The 2008 CIO Agenda,” Jan. 2008

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Source: London School of Economics – McKinsey survey and analysis of 100 companies in France, Germany, UK and US

Agility Delivers Strong Financial Returns

Integrated IT and Business result in DOUBLE the productivity gains of isolated business and IT efforts:

IT Investment alone: 3%

Business Investment alone: 8%

Integrated Business and IT: 20%

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Visibility

Bridging the gap between Business and IT

Alignment Real-time access to key

content, business and compliance performance metrics

Change information sources, processes and roles whenever the business requires

Govern

Business can rapidly change business model

IT remains in control of efficient infrastructure

BUSINESS

Change

IT

Modularity enables the business to change without changing the infrastructure

Establish rules for authorization of changes and execute modifications swiftly

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Agile ECM Standards-based and open repositories and

services that span multiple application and content types

Familiar, easy-to-use frameworks, attractive and flexible experiences for any business user

Active content brings content to life in critical business processes

Powerful tools to derive intelligence from content for valued business use

Business value delivered rapidly - in days instead of months

Collaborative tooling empowers business users as process stake holders

Support for a proactive and prescriptive compliant information management strategy

Traditional ECM

Information locked in siloed repository-specific applications

Unfriendly / difficult / proprietary user experiences

Many specialized ECM products, little/no integration between them

ECM investments and solutions limited to the scope of content management

Difficult, complex and protracted compliance implementations

Lengthy development and deployment cycles

Content passively stored in repositories

Business processes maintained by IT almost exclusively

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What is Needed?Evolving from traditional ECM to Agile ECM

Shorten time to deliver content-centric applications from months to days

Automate manually intensive processes decreasing process times and costs by 50% or greater

Reduce errors, gain insight and make the right decisions reducing costs and improving customer satisfaction

Rapidly respond to market opportunities and threats creating significant competitive advantage

Take control of unmanaged content to eliminate duplicates and significantly reduce storage needs

Simplified lifecycle can significantly reduce the cost of archiving, records and legal discovery

Agile ECM

Standards-based and open repositories and services that span multiple application and content types

Familiar, easy-to-use frameworks, attractive and flexible experiences for any business user

Active content brings content to life in critical business processes

Powerful tools to derive intelligence from content for valued business use

Business value delivered rapidly - in days instead of months

Collaborative tooling empowers business users as process stake holders

Support for a proactive and prescriptive compliant information management strategy

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But What Does it Really Mean?Agile ECM means results

Agile ECM: Content Management

Federation & Integration Services

Agile ECM Framework

Portals Content-Enabled Applications

Com posite Applications

Collaboration:Quickr &

SharePoint

Enterprise Search

Desktop Productivity: Notes & Office

ContentInsight

Agile User Interfaces

Business Process Management Services

M odeling & Sim ulation

Business Activity M onitoring

Content Centric Processing

Industry M odels & Rules

Process Choreography

Compliance & Discovery Services

Enterprise Content Services

Retention & Disposition Legal Holds

eDiscoveryGRC Content Collection

RightsM anagem ent

FilePlan Archiving

ContentAnalytics Publishing CollaborationEm ail

ReportsForm s Docum ents Digital Assets Im ages W eb Content

ClassificationTaxonom y Capture Search Security

RepositoriesIBM Other

StorageDigital & Physical

DataServers


Agile ECM Framework




SharePoint

Enterprise Search


ContentInsight












RightsM anagem ent

FilePlan Archiving






DataServers

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Business Content Services

Transactional Content

Document Management

Content Integration

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"The success of the HAWK Power Detention System has demonstrated the value and potential of IBM FileNet P8 for J.B. Hunt. As a result, other divisions within the company are exploring business process management as a way to remove non value-added work and add dollars to the bottom line. "

Tarek Taha Engineering Manager JB Hunt

Business Challenge Manual billing Deliveries made before customers could accept

resulting delays

What’s Smart? Complete billing process visibility

Automated carrier assignment & billing – drivers know when customers can take deliveries and charge automatically if the customer delays delivery

Multiple forms of information including email and paper are now automatically managed

Smarter Business Outcome Accurately track and bill charges to the customer

adding $870K in revenues annually

6 times improvement in billing staff productivity

Improve record-keeping to ensure compliance

JB Hunt Increases Revenue

Agile ECM: Content-centric BPM


Agile ECM Framework




SharePoint

Enterprise Search


ContentInsight












RightsM anagem ent

FilePlan Archiving






DataServers


Agile ECM Framework




SharePoint

Enterprise Search


ContentInsight












RightsM anagem ent

FilePlan Archiving






DataServers

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Design Simulate

Execute Monitor Optimize

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“With IBM ECM, we’ve streamlined and optimized business processes to drivea recurring savings of more than $100,000 annually.”

Fred CookChief Technology OfficerNorth Shore Credit Union

Business Challenge Streamline business processes so existing staff

could manage the increased workload while strengthening customer service.

What’s Smart? Credit Union staff can leverage all forms of

information for a complete view of the customer, streamline business processes, and capture documents electronically for easy access and storage.

Smarter Business Outcome 100,000 CAD annual savings due to improved

business processes 70% reduction in deficiencies in customer-

facing processes

North Shore Credit Union Realizes Significant Savings

Agile ECM: Compliance & eDiscovery


Agile ECM Framework




SharePoint

Enterprise Search


ContentInsight












RightsM anagem ent

FilePlan Archiving






DataServers


Agile ECM Framework




SharePoint

Enterprise Search


ContentInsight












RightsM anagem ent

FilePlan Archiving






DataServers

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Records Management

Content Collection & Archiving

eDiscovery Search & Analytics

SAP Archiving Advanced Classification

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“ “The unique zone approach supported by IBM and The unique zone approach supported by IBM and IBM Business Partner Integro allows us to manage IBM Business Partner Integro allows us to manage e-mail according to its business value in a way that e-mail according to its business value in a way that is least disruptive to our users.” is least disruptive to our users.”

Sandy HostetterProgram Manager, Electronic ContentManagement and RetentionRohm and Haas

Business ChallengeNeeded to streamline regulatory and legal

compliance processes while improving business efficiency and effectiveness

What’s Smart?An ECM solution that simplifies the capture and

retention of essential e-mail while helping employees leverage the value of business information throughout its lifecycle

Smarter Business OutcomeStrengthens governance processes Improves staff efficiencyProtects corporate intellectual property and helps

support accuracy of informationEnhances collaboration to drive greater innovation

Rohm And Haas Streamlines Regulatory Processes

Agile ECM: Information Access & Discovery


Agile ECM Framework




SharePoint

Enterprise Search


ContentInsight












RightsM anagem ent

FilePlan Archiving






DataServers


Agile ECM Framework




SharePoint

Enterprise Search


ContentInsight












RightsM anagem ent

FilePlan Archiving






DataServers

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Content Search & Access

Content Classification

Content Analytics & Insight

Advanced ClassificationLeverage the Full Content Context to Make the Right Decision

Simple rules or keyword based classification can be too coarse to make fine distinctions between long-form texts with very different intent

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““IBM Commerce Module for OmniFind Discovery IBM Commerce Module for OmniFind Discovery Edition powers the entire navigation experience—Edition powers the entire navigation experience—portlets, images and navigation menus—to help portlets, images and navigation menus—to help shoppers find what they need in a way that’s most shoppers find what they need in a way that’s most convenient and natural for them. This is critical in convenient and natural for them. This is critical in helping us increase conversion rates and helping us increase conversion rates and effectively compete against companies much larger effectively compete against companies much larger than ours.”than ours.”

Dale ShumanDirector, Information TechnologyCHEFS Catalog

Business Challenge Wanted to turn shoppers into buyers while

reducing the time and involvement required by its IT department to manage site content.

What’s Smart? A contextually relevant search and browsing

experience

Smarter Business Outcome Optimized staff efficiency and increased

organizational agility Helped company improve conversion rates Enabled company to meet aggressive

implementation deadlines by facilitating deployment of state of the art search and navigation capabilities in less than eight weeks

CHEFS Catalog Turns Shoppers Into Buyers

IBM Agile ECM helps companies make better decisions faster by: Managing all forms of content Optimizing associated

business processes Enabling compliance Deriving insight from content

through an integratedinformation infrastructure


Agile ECM Framework




SharePoint

Enterprise Search


ContentInsight












RightsM anagem ent

FilePlan Archiving






DataServers


Agile ECM Framework




SharePoint

Enterprise Search


ContentInsight












RightsM anagem ent

FilePlan Archiving






DataServers

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IBM Agile ECM: Get more value out of your content

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Eliminate paper-based, manual processes

Automate content-centric processes to reduce processing lead times and errors

Address compliance needs through an integrated content solution

Increase business agility with greater control over enterprise content

Capabilities

Reduce costs associated with paper records

Increase productivity of employees in sales, billing, HR and scheduling by automating manual processes and reducing errors and exceptions

Reduce risk by addressing information storage, auditability and retrieval needs from regulations

Business Value

Enterprise Content ManagementOptimize content, process and compliance management

Where Can You Benefit From Agile ECM?

High-volume transactions involving paper or electronic documents

Transactions requiring aggregation of multiple or complex set of paper or electronic documents

How & where do you store critical corporate documents?

Do you have agreements for off-site storage and retention of documents?

What are your current records management practices?

Document-intensive collaborative projects

How are policies and procedures created and disseminated internally?

Do you have industry, regulatory or environmental compliance/reporting requirements

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Improved decision making

Reduced costs

Increased flexibility/agility

Shortened time to value

Improved collaboration between IT and business

Highlights

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Accelerate your journey!

Industry Leading Portfolio Leading in every category

Strong client acceptance Open, extensible architecture

Expanded Value Foundational Tools, Information Agenda Guides and

Workshops, Information Accelerators, Information On Demand Competency Centers

Strong Eco-System Over 35,000 people, cross-company IOD focused…

Over 2,000 new business partners

Drive Smarter Business Outcomes With IBM Agile Enterprise Content Management

october 1, 2009 johannesburg, south africa leveraging information for smarter business outcomes with...

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