What is New in IBM ECM Products Jan Feri Clayton Director, Product Management IBM Enterprise Content Management

Transcription

1 What is New in IBM ECM Products Jan 2012 Feri Clayton Director, Product Management IBM Enterprise Content Management

2 Please Note IBM s statements regarding its plans, directions, and intent are subject to change or withdrawal without notice at IBM s sole discretion. Information regarding potential future products is intended to outline our general product direction and it should not be relied on in making a purchasing decision. The information mentioned regarding potential future products is not a commitment, promise, or legal obligation to deliver any material, code or functionality. Information about potential future products may not be incorporated into any contract. The development, release, and timing of any future features or functionality described for our products remains at our sole discretion. Performance is based on measurements and projections using standard IBM benchmarks in a controlled environment. The actual throughput or performance that any user will experience will vary depending upon many factors, including considerations such as the amount of multiprogramming in the user's job stream, the I/O configuration, the storage configuration, and the workload processed. Therefore, no assurance can be given that an individual user will achieve results similar to those stated here.

3 Agenda IBM ECM Portfolio Overview Roadmap Product highlights -What Is new Imaging and Capture Social Content Management Information Lifecycle Governance BPM and Case Management Search and Analytics 3

4 IBM ECM Leadership in 2011 Report Title Position Publication Date Gartner MQ for Enterprise Content Management Leader Oct 2011 Gartner MQ for Enterprise Information Archiving Leader coming soon Gartner MarketScope for Enterprise Records Management Strong, Positive Aug 2010 Forrester Wave for Enterprise Content Management Leader Nov 2011 Forrester Wave for Message Archiving Leader Mar 2011 Forrester Wave for Dynamic Case Management Leader Jan 2011 IDC Archive Report Leader Oct 2011 ECM Case Management Legend: Significant change in position Improved position 4 INTERNAL USE ONLY IBM IBM Corporation Corporation

5 Content in Motion = Value, Content at Rest = Cost Capture it. Activate it. Socialize it. Analyze it. Govern it. 5 INTERNAL USE ONLY IBM IBM Corporation Corporation

6 Delivering business solutions that solve key client needs Govern Capture Analyze Socialize Activate Imaging & Capture Solutions Benefits enrollment Accounts Payable Content Analytics Solutions Complementary on-ramp to Watson Healthcare insights New for Q1 Education (Instructional Intervention System) Healthcare (Care Coordination) ACM Accelerators Financial crimes E-Tendering Care coordination Education intervention system Holistic Governance Solutions ediscovery for Legal Defensible disposal for CIOs Social Content Solutions Employee Onboarding Student intervention 6 INTERNAL USE ONLY IBM IBM Corporation Corporation

7 Enterprise Content Management IBM ECM Overview Web, mobile, desktop tools, dashboards and solution applications Role-based user interface services Document imaging and capture Social content Information lifecycle governance Advanced case Content analytics ECM platform services Databases, app servers and directories Repositories: IBM and others On-premise, appliance, cloud Storage: digital and physical 7 7

8 Enterprise Content Management IBM ECM Overview Web, mobile, desktop tools, dashboards and solution applications Document imaging and capture Social content Information lifecycle governance Advanced case Content analytics Databases, app servers and directories Repositories: IBM and others On-premise, appliance, cloud Storage: digital and physical 8 8

9 Enterprise Content Management Software Bundles: PIE Production Imaging Edition This bundle includes FileNet CM, BPM, Taskmaster and Deaja Viewer Pro via Workplace XT. Please refer to those product charts like P8 5.1 and Taskmaster for new features for PIE Social CM ICPA IBM Connections Enterprise Content Edition Available since Oct Includes: IBM Connections, Quickr Connectors, and FileNet Content Manager or IBM Content Manager 8 IBM Content and Predictive Analytics for Healthcare Available since Dec. 2011, as a cross brand solution. North America only for 1H 2012 Is a solution for critical care intervention, diagnostic assistance, and research for improved disease Solution components: IBM Content Analytics, SPSS Modeler, and the Healthcare Accelerator which includes healthcare specific annotators 9

10 Production Imaging and Capture Document imaging and capture Social content ECM Enterprise content Content analytics Information lifecycle governance Advanced case

11 Datacap Taskmaster Enterprise Capture Platform Capture Orchestration Via Rulesrunner Service 13

12 Datacap Taskmaster for Capture new in Classification via IBM Classification Module Adds a new classification method based on Text Analytics Eliminates pre-scan sorting time and cost Language support Available now: Brazilian Portuguese, Croatian, Czech, Dutch, English, French, German, Hungarian, Italian, Polish, Romanian, Slovak, Spanish, Swedish, Turkish In Unicode and globalization support including UI and OCR in Simplified Chinese 14 IBM CONFIDENTIAL

13 Enterprise Content Management IBM Production Imaging Edition (PIE) Single solution with best of breed capabilities Advanced Capture Automation Managing Content Workflow Advanced Image Viewing IBM OnDemand Leading report product in the market High volume reports and statements, epresentment 15

14 IBM Content Manager OnDemand.next 2H 2012 Themes: Text indexing and search for reports and statements Export report data to Excel System Monitor enablement for real time performance and usage Data model enhancements CMIS read access to OnDemand 16

15 Social Content Management Document imaging and capture Social content ECM Enterprise content Content analytics Information lifecycle governance Advanced case

16 Social Content Management Augmenting Systems of Record with Systems of Engagement IBM Social Content Management Access and Share Content in the Context of Communities Find and Navigate Social Content and Social Networks Manage and Govern Social Business Information Deliver Social Content Business Solutions Source: Systems of Engagement and The Future of Enterprise IT, A Sea Change in Enterprise IT (AIIM and Geoffrey Moore, TCG Advisors) 18

17 IBM Social Content Management.A Social Content User Experience for your business IBM Connections integration with IBM ECM Easily configure your ECM library to access and manage content from within Connections Display ECM folders and content within a Community View, edit, check-in, & check-out documents directly to ECM repositories from Connections Select ECM assigned document class or item types and edit properties Prompt users for required metadata, driven from FileNet or IBM Content Manager 19

18 IBM Social Content Management.A Social Content User Experience for your business Two new offerings announced in this conference: IBM Connections Content Edition IBM Connections Enterprise Content Edition IBM Connections, Quickr Connectors, and IBM ECM repositories Either FileNet CM or Content Manager 8 Connections or Quickr Connectors as the user interface Connections or Quickr Connectors or IBM ECM as the user interface Ability to add advanced capabilities like case, records, ICC, 20

19 IBM FileNet P8 Content Manager 5.1 release highlights available since Aug 11 FileNet P8 5.1 Content Federation for Image Services BiDi Content Search Services Content storage encryption Bulk Import Tool Large domain support Javascript event handlers Workplace XT and Webparts FileNet Deployment Manager Composite Platform Installation Tool 21 21

20 Content Federation Services Bidirectional Synchronization for Image Services Available with IS 4.2 and P8 5.1 Delivers application interoperability between Image Services and P8 Application expansion/migration to P8 at a pace that suits the business Active applications on both environments Document creation, metadata change and annotations managed Image Services Document Capture Indexing Workflow Annotating Bidi Federation P8 CM Document Capture Indexing Workflow Annotating 22 22

21 IBM Content Manager V8.4.3, available since May 2011 IBM CM EE V8.4.3 CMIS OASIS standard Hierarchical Folders Enhanced Integrity Validation Optical character recognition Improved text extraction RM configurable byte serving Extended 64-bit support TSM Encryption Accessibility Compliance Web services WAS 7 support Visual Studio 2008 updates Oracle 11g R2 AIX 7.1 IBM CM z/osv8.4.3 CMIS OASIS standard Enhanced Integrity Validation Optical character recognition Batch update utility DB2 External Security Time zone and IBM Support Assistant (ISA) support Unicode (UTF-8) support Web Services support under CICS Log Resource Manager errors to the MVS console 23

22 ECM User Interface and UI Development Strategy Nexus 24

23 ECM UI Strategy Rich and flexible user experiences Collaborative document and production imaging Enhanced productivity with best of breed social capabilities Business users self provision and collaborate with teams on activities and projects Content accessible from anywhere including mobile Unified user experience for P8, CM8 and CMOD Accelerated solution building and deployment OOTB ECM user experience with very flexible customization Reusable components to enable portals or role based UIs A single platform agnostic infrastructure 25

24 ECM UI Enabling business solutions Project and portfolio My Documents replacement Quarterly and annual business reviews Simple document sharing Events and conferences Standard operating procedures Mergers and acquisitions Publication Contracts/ vendor Case exception handling Templates Collaborative content Social content ECM Web client UI Workflow/ review and approval Advanced search Design and Management Self Provisioning Template Design Roles and Security Preferences Customization ECM services CM8 Java API P8 Java API OD Java API CMIS CM8 P8 CMOD CMIS Repository 26

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27 Information Lifecycle Governance Document imaging and capture Social content ECM Enterprise content Content analytics Information lifecycle governance Advanced case

28 IBM Information Lifecycle Governance The Information Lifecycle Management and Governance solution portfolio enables customers to: Effectively retain and archive information Efficiently meet ediscovery obligations Manage test data more efficiently Improve data quality Defensibly dispose of information to lower both cost and risk. 30

29 For RM: Efficiently Manage Global Program, Effectively Execute Schedules Global taxonomy and schedule, local responsibility and flexibility Apply the retention schedule in multiple locations but manage records more centrally Easily coordinate across records liaisons Effectively execute schedules Employees automatically see the policy relevant to them Manage disposition workflow across electronic and physical records Automatically dispose of records that are at end of retention period and not on legal hold 31

30 For Legal: More Rigorous Holds, More Effective Decision Making Define holds more precisely by custodian, records, and information set from enterprise map One click notice creation and dynamic custodian questionnaires Automatic collation of notice and interview responses Execute holds in place automatically on , files, structured data archives, and records Forecast discovery costs Analyze information, behavior patterns, and communication flow without collecting data Determine issues and relevance with phrase extraction, timelines, and network diagramming Cull and export evidence for production 32

31 For IT: Manage and Archive Information by Its Value & Obligations, Dispose Defensibly Understand business value, legal and regulatory obligations by data source Determine which systems have the highest cost and risk profiles to improve efficiency and prevent error Archive data of value and store on appropriate media Eliminate duplicate data and redundant systems Streamline back up procedures and optimize production systems Apply retention schedules more broadly and syndicate legal holds to defensibly dispose of data Atlas 33

32 New in ILG IBM Enterprise Records 5.1 Key Capabilities DoD Certification (Mandatory and Classified Records) Ability to un-declare records Automated container creation Improved and simplified installation and configuration IBM Global Retention Policy and Schedule Management 6.0 Key Capabilities Distribute retention schedules to IBM Enterprise Records Simplified legal hold notice creation and Dashboard view that includes key statistics about all current matters 34

33 IBM Content Collector and Smart Archive Sources Lotus Notes Exchange PST File system SharePoint SAP Optim Custom Connectors Task Connectors Copy Move Delete Stub De- Duplication Text extraction Records Declaration & Classification Custom Task Connectors FileNet P8 CM Content Manager 8 Target Connectors 35

34 IBM Content Collector.next 2Q 2012 Themes Expanded support of Microsoft SharePoint Collection of Tasks, Announcements, Calendars, Custom Lists Seamless check-out of stubbed documents IBM Connections Collect from files, blogs, wikis, activities Improvements Automatic stub clean-up more 36

35 Advanced Case Management and BPM Document imaging and capture Social content ECM Enterprise content Content analytics Information lifecycle governance Advanced case 37

36 Advanced Case Management Benefits Rapidly design and deploy solutions for managing complex, collaborative, and knowledge-intensive cases, incidents, and requests Provide case workers with the full view of all enterprise content and data relevant to handling a case Analyze trends across cases to identify customer pain points and areas for case handling improvements Solution Design for Business Analysts Iteratively design and run case solutions with minimal IT support Define all aspects of a case solution to reflect real world requirements Case Client for Case Worker Understand the history of a case by viewing its full context Reach desired case outcomes through a combination of structured and ad-hoc activities Analytics for Managers/Executives Gain insights into trends across cases Optimize case team performance Integration and Administration for IT Collaborate with business owners to deliver enterprise-level case solutions Integrate to existing enterprise content and data 38

37 IBM Case Manager Simplifying the delivery of case-based solutions Case Design Case Runtime Case Analytics Models Templates Solutions Context 360 o View History Structured Unstructured Real time Persisted Case Infrastructure Case Object Models Case APIs Solution Constructs Task Object Model Case Analytics Data Store Content Collaboration & Social SW Workflow Rules Events Integration Monitoring & Analytics people process information 40

38 What is new in Case Manager 5.1 (Nov 2011) Content Collaboration & Social SW Workflow Rules Events Integration Monitoring & Analytics New capabilities: Easier 3 rd party data integration Split case, Quick search Ease of deployment via re-use of solution assets More case runtime configuration and customizability Support for documents in IBM Content Manager Integration with IBM BPM Linux, Solaris and MS SQL Server support; additional LDAP support Bottom line: IBM Case Manager enables rapid solution building! It builds a bridge between IT and the Business users! 41

39 FileNet P8 Business Process Manager 5.x Process Engine for IBM Case Manager Process Engine is now Java-based significant performance and capacity gains! 60% + improvement in API response time 70% + reduction in CPU utilization Linux and zlinux support Multi-tenancy Ability to install PE with standard user privileges Leveraging Cognos reporting capabilities 42

40 Search and Content Analytics Document imaging and capture Social content ECM Enterprise content Content analytics Information lifecycle governance Advanced case

41 Enterprise Content Management Search and Content Analytics Support for over 30 content sources and 150 content formats Primary Issue: Odor Related Issue: Fuel Level Extracted Concepts Vehicle Scent 1st issue 2nd issue Noun Verb Noun Phrase Prep Phrase car that smelled like smoke and had half a tank of gas... UIMA Pipeline + Annotators Source Information Corporate (Contact Center, Test Data, Dealer notes, ECM, etc.) and External ( NHTSA, Edmunds, Consumer Reports, MotorTrend etc.) RDB Analyzed Content (and Data) Fine grain control over the entities and facets that are created IBM Master Data Mgmt 44

42 In Summary Many new IBM ECM capabilities valuable to your business! Plan your upgrades to latest and greatest releases to leverage these! Build new solutions on the industry s best ECM platform! 46

43 The ECM App Center An online community for ECM solution developers Online technical community for customers and partners Interact and collaborate with experts and solution providers inside and outside of IBM Access technical resources and content Learn how the ECM portfolio works with other products and technologies to address industry use cases Check us out at: 47

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