Why IBM ECM Unique value propositions and differentiators from IBM Enterprise Content Management 1
The top 10 reasons for IBM ECM 1 Leading global organizations rely on IBM ECM 2 The ECM growth and market share leader 3 Recognized industry and offering leadership 4 Strong partner network providing leading industry & smarter content solutions 5 The ECM industry s largest user network 6 Recognized excellence in technical services and support 7 Powerful opportunities for content expansion 8 Leading enterprise architecture 9 The broadest portfolio of ECM capabilities in the industry 10 Best of breed capabilities and unique value proposition 2 2
Leading organizations rely on IBM ECM 1 26 out of the top 30 banks worldwide* 13 out of the top 15 telecommunications companies worldwide* 20 out of the top 25 insurance companies worldwide* 7 out of the top 10 healthcare companies worldwide* 21 out of the top 25 retail companies worldwide* 3 3 * Lists of top companies sources from MintGlobal. ECM customer information sources from EIW (2009 2013 Transactional and Stream revenue)
IBM ECM leads growth & market share in 2012 2 Gartner Company Growth* IDC Growth Company Growth Gartner and IDC rank IBM as #1 in growth and market share 2012 growth faster than market IBM leading the competition in both growth and market share IBM 12.4% Open Text 3.7% EMC -4.2% Microsoft 8.4% Autonomy 4.1% Oracle 6.8% Market 7.1% IBM 13% Open Text -5% EMC -2% Microsoft 10% Oracle 1% HP -22% Market 6% 4 4 * Sources: Gartner, ECM Market Share, April 30, 2013; IDC, ECM Market Share, April 30, 2013
Recognized industry and offering leadership 3 Analyst Report Publication Date IBM Position Gartner MQ for Enterprise Content Management Sep 2013 Leader Gartner MQ for Enterprise Information Archiving Dec 2012 Leader Gartner ECM Market Share May 2013 Leader Gartner MarketScope for Enterprise Records Management 1 Aug 2010 Strong, Positive Gartner Magic Quadrant ediscovery Jun 2013 Visionary Forrester Wave for ECM Suites Sep 2013 Leader Forrester Wave for Message Archiving Mar 2011 Leader Forrester Wave for Dynamic Case Management Jan 2011 Leader Forrester Wave BPM Suites Mar 2013 Leader (w/ AIM) Forrester Wave on Multichannel Capture 1 Aug 2012 Leader Forrester Wave for Smart Process Apps 1 Apr 2013 Leader IDC ECM Market Share May 2013 Leader IDC Records Management for Government 1 May 2013 Leader IDC Archive Report Oct 2011 Leader (w/ Tivoli) Harvey Spencer Leading Capture Software Vendors Q3 2011 Best position Hurwitz Victory Index for Analytics 1 Jan 2013 Leader = Significant change in position = Improved position 5 Note: 1 = first time report
Strong Business Partner solutions network 4 Strong ecosystem of business partners Industry innovators Independent software vendors Value-added resellers and distributors Global and regional system integrators Thousands of partners providing broad industry expertise Horizontal and vertical high-value solutions for every industry Compliance and risk Finance and administration Human resources Information technology Operations Sales and marketing 6 6 IBM ECM Business Partners More than 1,000+ authorized business partners 31,500 certified ECM experts; 252 BP-built LOB solutions Industry solutions in 18 categories Download the Solutions Catalog
IBM Smarter Content Summit Providing high-value industry solutions 4 BANKING ENERGY GOVERN HEALTH INSURANCE MANUFACTURING RETAIL Advanced Customer Service Resolution Agency Service Bid Management for Logistics and Transportation Services Complex Loan Origination and Processing Claims Optimization/Benefits Adjudication and Exception Management Coordinated Patient Care Engineering and Technical Document Publishing Fraud Investigation Incident Management Judicial Case Management New Banking Regulation Supplier Content and Communication Underwriting Optimization 7 Download the Solutions Catalog
High-value, smarter content solutions 4 IBM Patient Care and Insights Access and enrich patient information Identify patterns and build evidence-based insights Find intervention opportunities Deliver accountable, personalized patient care IBM Intelligent Investigation Manager Discover complex patterns Better understand fraud characteristics 7 Automatically flag issues and manage case resolution Save money, protect corporate reputations IBM Information Economics Eliminate unnecessary cost and risk by defensibly disposing of data debris Align cost to value through value-based archiving Reduce information risk by instrumenting privacy, e-discovery and regulatory policy across the data environment 8
The ECM industry s largest user network 5 ECM UserNet chapters in North America, Europe, and Asia Pacific Technical and business leadership communities engaging on market views, business directions and product decisions Annual worldwide Smarter Content Summit delivering updates on business strategy, product roadmap and offering news Client Advisory Board (CAB) for regular executive level exchange between IBM and customers Technical Advisory Council (TAC) for technical review and feedback to validate new offerings and solutions Annual industry leadership forum (IOD Conference) Annual worldwide IOD Conference strategy, roadmap and technical exchange IBM ECM social media communities for sharing with IBM, business partners or among customers 9 9
What ECM clients are saying 5 IBM ECM makes us more competitive by enabling us to quickly respond to independent agents and customers. We ve become the number one insurance provider in Ohio as a result. Rick Gruly Staff Specialist, Imaging, Grange Insurance "By combining the strengths of IBM Software and services, we are dramatically reducing the time to process benefits, allowing the staff to put more focus on handling exceptional cases." José María Molina Project Director, IT Department Social Services, Junta de Castilla y León The original decision to use IBM ECM technology has also proved to be the right decision for today s business challenges. The successful implementation of IBM ECM s document management system more than a decade ago greatly contributed to our decision to employ the IBM ECM solution across the whole of Zurich Deutschland. Raphael Lamskemper Zurich Service GmbH We chose IBM ECM because of its market leadership and financial performance. Having made the initial purchase, we saw the potential to leverage our investment and the momentum we had achieved with the product. Marco Diehl 1st Vice President, Cititech 10 10 LINKS IBM ECM success stories IBM ECM videos
Excellence in technical services and support 6 Together, software consulting, training, technical support and the Software Accelerated Value Program transform software into solutions. Software consulting Training Technical support Software Accelerated Value Program Look to ECM Software Services and Support for: Complete services portfolio that addresses your entire project lifecycle Project success and system supportability delivered by a single provider In-depth product knowledge and unmatched expertise and experience Powerful business partnerships Field-tested experience Faster results accelerated ROI Lower total cost of ownership Solutions with a future! 11 11
Powerful opportunities for content expansion 7 New era of computing Social, Mobile and Cloud are transforming the way customers interact with content. ECM + Mobile: Provide a mobile content experience that delivers better intelligence and control. ECM + Social: Provide content in context to share ideas and access relevant knowledge. ECM + Cloud: Provide cloud services to help manage enterprise content. Mobile Social Cloud Smarter Content Solutions Big Data & Analytics Expert Integrated System 12
Leading enterprise architecture Integrated, scalable, flexible 8 IBM ECM Solutions IBM Solution Accelerators Foundational Cross-industry Line of business Portfolio aligned to industry imperatives Capture Document capture automation Production imaging Enterprise report management Activate Comprehensive case management Integrated collaboration and rules Case analytics Document-centric workflow Socialize Office document management Social content and collaboration Analyze Content analytics and assessment Enterprise search Classification / tagging Master content Govern Smart archive Records and retention management ediscovery Disposition and governance Platform Services Standardization and consolidation enterprise integration and federation extensibility and scalability flexible deployment Middleware Extensions Business analytics Business process management Data management Web content management Enterprise Content Management Services and Support Consulting Services Training and Certification Technical Support Software Accelerated Value Program Smarter Content. New Insights. Better Outcomes 13 13
Broadest portfolio of ECM capabilities 9 Capture Activate Socialize Analyze Govern Document capture automation Production imaging Enterprise report management Platform standardization and consolidation Comprehensive case management Integrated collaboration and rules Case analytics Document centric workflow Office document management Social content and collaboration Content analytics and assessment Enterprise search Content classification and tagging Master content Value-based archive Records and retention management ediscovery Defensible disposal Smarter Cities Capabilities across IBM Smarter Planet Initiatives Smarter Analytics Big Data Smarter Commerce Social Business Smarter Process 14 14 The path to value lies along one or more specific capabilities. Smarter content. New insights. Better outcomes.
Best-of-breed capabilities & value propositions 10 CAPTURE and gain control of the content to determine the value ACTIVATE and put the content in context SOCIALIZE for better collaboration and access ANALYZE and identify patterns to gain insights GOVERN for reduced cost and risk 15 15
Capture: harness and exploit Value proposition IBM delivers a considerable volume of information to knowledge workers and customer service personnel to improve efficiency, reduce costs, increase customer satisfaction, improve product quality and competitiveness, and simplify and streamline communication and collaboration. Business value Capture is a strategic component for all document-intensive business solutions IBM provides decades of experience delivering innovative and robust capture capabilities Proven solution for high volume enterprise deployments with lower TCO and faster implementation IBM Capture consistently ranked as a leader for Enterprise Capture by Industry Analysts Flexible and predictable licensing models for predictable budgeting and ROI Well integrated with IBM ECM capabilities to leverage the full value of enterprise content platform Offering capabilities Flexible and robust design Fully configurable and extensible capture offering Single offering providing full suite of capabilities Modular, configurable, rules based architecture Reusable capabilities for a faster time to implementation Services oriented architecture for fast business application integration Enterprise implementation Quickly captures, validates and processes high volumes Organizes and integrates with enhanced cataloging Performs complex business rules, lookups and operations Offers advanced flow automation Supports a large variety of scanners and repositories Efficient usage Fast document setup that learns on the fly No IT customizations required for changing conditions Real-time batch tracking to prevent Information loss 16 16
Activate: optimize outcomes Value proposition ICM delivers trusted information both content and structured data in the context of a case workload to shorten time-to-value with better tools and capabilities to address complex solutions for knowledge work. ICM pairs business analyst focused design with built-in infrastructure for managing and viewing diverse information, creating and reusing dynamic tasks, and creation of reusable solution templates. 17 17 Business value Information to make better decisions Captures and activates auditable information in the context of a case that allows authorized workers to view what is required for critical decision making. Support the way people work Supports dynamic and unpredictable tasks as well as enterprise processes and rules that can be easily created and are all auditable, helping track why decisions are made. Optimize business outcomes Dashboards and reports provide visibility and insight at the case level to provide guidance and recommendations for successful business outcomes; content analytics can help determine root issues. Business can take control Business-driven solutions providing rapid time to value through agility and easy adoption to change through templates, accelerators, governance and partner applications. Offering capabilities Information Leverages a case object model to maintain, persist, and provide all case-related information Delivers structured and unstructured trusted information Manages and governs entire case lifecycle Process Required, optional, or ad hoc tasks that address unpredictability Designed easily by business analysts with LOB tools Allow organizations to discover the best way to outcomes Supports dynamic, runtime work management and can integrate structured processes People Role-based 360 view of the case Easy to find and collaborate with experienced peers Context maintained through case lifecycle One stop shop solution design
Socialize: share and collaborate Value proposition The value of bringing content into social is to leverage the information in a corporate environment. IBM s social content management solution is designed to manage the end-to-end information lifecycle that facilitates a smarter workforce, while improving worker effectiveness to meet customer demands. 18 18 Business value Best of breed social and collaborative tools, with ECM capabilities to manage, leverage and use the content within business processes Leverages flexible, open and modularized ECM capabilities including mobile and cloud Reuse of managed information for multiple business purposes, such as LOB applications or deeper analytics to gain business insight. Complete lifecycle management from declaring the information as a record through disposition IBM s social leadership externally validated: Named #1 by IDC in WW Social Platforms for the third consecutive year Eight of the top ten retailers and banks use IBM social business software Almost half of the Global Fortune 100 use IBM social business software Three Forrester Groundswell Awards for IBM s use of Social Offering capabilities IBM s solution is platform independent allowing for collaboration using multiple channels, such as laptops, tablets and mobile devices Modular solution that supports open standards with componentized capabilities that can be leveraged from other business applications Integrates with IBM s content navigator capabilities for a consistent user experience regardless of device or content sources Easily expanded to uncover deeper insights using IBM Content Analytics Native CMIS support to include information from other repositories within a business process or search Integrates with other IBM capabilities to manage and optimize content in communities, web portals, etc.
Analyze: achieve new insights Value proposition IBM Content Analytics is a robust, enterprise-scale content analytics and search product that can transform raw information into insight within hours or days not weeks or months that allows for interactive exploration to derive new insight quickly and easily. 19 19 Business value Market-leading natural language processing (NLP) and semantic analysis capabilities to consistently deliver highest levels of precision and recall for maximum effectiveness Open, standards-based, flexible technology easily tailored to meet business needs Integrates with data warehouses, ECM repositories, Big Data appliances, and other business analytics solutions to gain insights from all enterprise information Deep experience and references in crime, healthcare and customer service solutions focused on product and services quality Integral component in ECM packaged solutions, such as ICPA for Healthcare, Intelligence Bundle and Case Management Uses same NLP capabilities as IBM Watson Extensibility into other IBM product areas, such as Cognos, InfoSphere and SPSS Offering capabilities User experience Convergence of Enterprise Search and Analytics into a single platform for consistent and cross platform user experience Eight out-of-box analytics visualizations easily tailored by the user community Quick and easy configuration of sentiment analysis Configured and custom dashboard views Product configuration and use Simple annotator composition by power users easily tested & extended into a development environment Catalog of over 100+ preconfigured annotators, 30 connection sources and 150 data types Leverages out-of-box classification clustering Provides contextual analysis for sub-documents Deliver rapid insight to other systems, users and apps Inherent in the IBM Watson technology base Provides analysis to IBM Case Manager Integration with Big Data and Netezza for analysis and insights, plus Cognos reports and analytics view
Govern: reduce costs and risks Value proposition IBM Information Lifecycle Governance helps organizations improve their information economics by lowering information costs and risks while maximizing data value. Only IBM provides solutions for defensible disposal, rigorous ediscovery, value-based retention and archiving, and governance and disposal enablement. These solutions enable legal, IT, records, and business users to reduce legal risk, data management and discovery costs. 20 20 Business value Solution for value-based retention and archiving, ediscovery process and analysis, governance and disposal of structured and unstructured information Closes gaps between policy, processes, stakeholders, archiving and storage management Differentiated by its cost reduction benefits to customers Established success in major markets and key industries Top clients have high litigation, regulation and information volume: Pharmaceutical and life sciences Oil and gas Energy and chemical Banking and finance Insurance Offering capabilities Strategy Value-based Archiving and Defensible Disposal to change information growth curve Sustainable solution to systemic issues systemic linkage of duties and value to assets Lower IT run rate with more rigorous compliance Alignment of IT efficiency objectives with legal and regulatory requirements Execution and domain leadership Technology Unified archiving solution that includes value based archival, disposal and ediscovery for structured and unstructured data Highly scalable, leading edge, proven technology Expertise Governance process maturity model and methodology Extensive archiving expertise Deep ediscovery and records domain expertise Program office and governance structure Technical and domain staff, onshore and offshore
ECM platform: integrate, accelerate, scale Value proposition IBM provides an industry-leading, single, unified, secure and scalable enterprise content management platform that offers maximum flexibility, integrated capabilities and accelerated application deployment for a lower total cost of ownership and worldwide deployments. Business value Protected investment in a flexible, scalable, proven platform that supports integrated Capture, Activate, Socialize, Analyze and Govern capabilities to provide better insight and business outcomes An open, scalable and easy to manage ECM architecture that can be centrally managed and administered but globally provisioned and deployed to meet operational needs A robust architecture that can quickly and easily adapt to changing business demands and IT requirements Easy expansion to new capability areas or organizations to quickly respond to changes in the business climate Lower costs with non-chargeable bundled components to support federation, application integration, database support and storage Offering capabilities Flexible platform Enterprise integration and federation Unparalleled extensibility and scalability Flexible deployment models (e.g. on premises, hosted and cloud Flexible user interface options (e.g. desktop, web, mobile) Platform capabilities Simple to complex document types Active content Extensible data model Content analytics Rich storage options Rich development environment Lifecycle and retention management Integration with desktop and web applications Mobile content management 21 21
Leading the way in smarter content solutions High-value, smarter content solutions Industry leading capabilities World-class partner ecosystem 22 22