Professional Documents
Culture Documents
Topics
• What is Content?
• Why there is a need for managing
content?
• What is ECM?
• What ECMS does?
What is content?
e-Mail Servers
Paper
Files
Business
Document Systems
Repositories
Microfilm
Photographs
Imaging
Local Drives
Repositories
Video Libraries
File Systems
Web
Servers
Need for managing the Content
Gartner Group
“By 2007, 75 percent of companies will
shift the focus of their investments from
point products to ECM suite
Source: Gartner, Inc Research Note “ECM Suites Emerge
from Industry Consolidation”, November 11, 2004
Forrester, 2005
“Establishing the corporate standard
will be a corporate objective. IT
organizations, in an effort to manage
costs, will look to establish corporate
standards for ECM technologies from a
smaller set of vendors, eventually
leading many organizations to
standardize their ECM infrastructure
Business Drivers | Lower Cost of Development and Operations
88 87 80 100
% % % %
Source: Gartner 2005
Business Drivers | Enterprise Platform Standardization
• Improve Customer
Business Unit Service
Solution ECM • Improve Productivity
• Reduce Costs
Drivers
• Ensure Compliance
ECM
Platform
Decisions
• Standards
• Reduction of
Corporate IT Vendors • Corporate C-level
ECM Drivers • Strong Dev. Platform Officers
• Scalability • Corporate IT Office
• Ease of Operations • Central IT Services
• IT Architecture
Office
What is ECM?
•• Document
Document Management
Management
Integrated Document •• Document
Document Imaging
Imaging
Management •• Report
Report Management
Management
•• Workflow
Workflow
Compliance • eRecords
• e-Mail Archiving
• Transactional Content Recording
ECM Evolution
Imaging Imaging
Repository Clients
COLD
COLD COLD
COLD
Repository
Repository Clients
Clients
DM
DM DM
DM
Repository
Repository Clients
Clients
Where do we go from here?
Because……..
Multiple Systems
Challenges
Imaging
Imaging
Repository
Repository
COLD/ERM
COLD/ERM
Content
Connector ECM
ECM
Repository
Repository Clients
Clients
DM,
DM, CM
CM
Repository
Repository
ECM Evolution
eMail
eMail
Archive
Archive
Imaging
Imaging
Repository
Repository
COLD/ERM
COLD/ERM
Web
Repository
Repository Server
Browsers
Browsers
DM,
DM, CM
CM
Repository
Repository
Records
Records
Management
Management
Repository
Repository
eMail
eMail ECM Evolution
Archive
Archive
Transactional
Transactional
Content
Content
Repository
Repository
Imaging,
Imaging,
Application Web
COLD/ERM Server Server
COLD/ERM
Repository
Repository
Imaging,
Imaging, Enterprise
Enterprise
DM,
DM, CM,
CM, DAM
DAM Information
Information
Repository
Repository Portals
Portals
eRecords
eRecords
Repository
Repository
Browsers
Browsers
ECM Evolution
Syndicated Business
Business
Syndicated
Data Partners
Partners
Data Feeds
Feeds
ECM
ECM
Web
BPM
Repository
Repository Services
XML
XML
Enterprise
Enterprise
Information
Information
Portals
Portals
Legacy
Legacy Systems
Systems
Browsers
Browsers
ECM Processes
Final
Final
Review
Review Edit
Edit
Create
Create Retrieve,
Retrieve, View,
View, Annotate,
Annotate,
Document
Document e-Mail,
e-Mail, Fax
Fax
Versions
Versions Publish
Publish to
to Web
Web
Capture
Capture Distribute,
Distribute, Present
Present to
to Web
Web
Reports,
Reports,
Statements
Statements
Scan
Scan Workflow
Workflow Process
Process
Paper
Paper
Index
Index Images
Images
Capture
Capture
e-Mail,
e-Mail,
Web
Web Transaction
Transaction Content
Content Declare
Declare Retention
Retention Disposition
Disposition
Record
Record
ECM Challenges
• Business processes?
• Document and content types (formats)?
• Data organization and document security?
• Metadata fields?
• Document capture methodology?
• Search and retrieval methodology?
• Retention rules?
• Storage medium?
• Type of workflow?
Continued…..
ECM Challenges
What is in Your Business Process?
• Libraries
• Hierarchical Folders
• Applications
• Document Types
• Reports
• Records
• eMail Archive
ECM Challenges
Metadata
Document
Bi-tonal Repository
or Color
Images
Forms Processing (Assisted)
Business Document
Document
Systems
Systems Repository
(( Form
Form Data
Data )) (( Form
Form Images
Images ))
eForms Processing (Auto)
Data
Validation
Commit
Business
Business Document
Document
HTML,
HTML, XML,
XML, PDF
PDF Systems Repository
eForms
eForms (( eForm
eForm Data
Data )) (( eForm
eForm Images
Images ))
eMail Archiving (Auto)
eMail
Server
eMail
eMail Messages
Messages Document
and
and Attachments
Attachments Repository
eMail
Server
eMail Save (Manual)
Document
Repository
Save from MS Office (Manual)
File Save (Manual)
ECM Challenges
Document Search
• Desktop clients
• Browser clients - plug-ins, applets
• Portals
ECM Challenges
Retention Dilemma
• Style
Style sheets
sheets Webmaster
• Graphics,
Graphics, logos
logos
• Link
Link management
management
• Tables
Tables of
of content
content
• File
File conversions
conversions
Content
Repository Templates
Templates
Text,
Text, Graphics
Graphics
HTML,
HTML, PDF,
PDF, XML
XML
Web
Web Pages
Pages
Content
Publisher
Authors, Editors
Editors
Web Server
Challenges to be tackled the ECM way
ECMS
(Enterprise Content
Management Systems)
Few market Players in ECM Industry as per the Gartner Magic Quadrant