ECM In Motion
The release of FileNet P8 Version 5.1.0 products brings with it new features in the information center. The IBM FileNet P8 Version 5.1.0 information center features collaboration tools, including commenting on help topics and sharing examples. The information center now includes information that was previously available only in PDF documents. And upgrading and configuring information has been expanded.
To learn more, read What's new in IBM FileNet P8 Information Center Version 5.1.0.
Guest Blog by Deepthi Nagarajan, WW Category Marketing Manager (Document Imaging and Capture & Social Content Manager)
Your content landscape is changing along with your new business needs. With the advent of new technologies and new devices through which content is created, consumed and collaborated are driving this change. Your workforce needs to access, manage, contribute and share content any time, from any location in order to do their jobs more effectively is an undeniable fact today. 42% of workers spend time working from locations outside of the corporate firewall from home or at client locations. Given the clear demand for anywhere access to content and the proliferation of smartphones and tablets over PCs, mobility solutions have become one of the top priorities of most organizations.
With the mobile technologies changing the way we do business, it’s indeed the perfect time and opportunity for CM8 customers to realize the benefits of building upon existing ECM investments. IBM Content Navigator gives your employees access to a broad range of documents, records, images and other relevant content on the go and creates new content creation and consumption mediums to your workforce. The IBM Content Manager Roadmap and product update webcast provides you with information on IBM Content Navigator and other new add-on capabilities for addressing your new content management challenges along with a live demonstration. Along with an elaborative narration of the key features of Content Navigator, you can also learn to put it to the best use with your current CM8 investment. With business getting social and mobile, learn about how you can leverage the CM8 for managing your collaborative and social content on the go through collaborative content management and production imaging capabilities of Content Navigator. The webcast also brings out the content analytics and enterprise search capabilities which are an integral part of the IBM Content Navigator experience, enabling users to quickly locate content. With unstructured content representing 80%of business content today, Ian Story and James Reimer provide comprehensive information on how you can leverage CM8 to capture, activate, socialize, analyze and govern content arising from your internal and external sources. They provide interesting examples of content analytics in healthcare, crime, customer care and social media for marketing which can help you to realize the benefits gained by organizations using them.
The IBM FileNet P8 V5.1 information center was updated recently. Updates include:
Sanjay Kupae 2700050U55 firstname.lastname@example.org Tags:  nlp classification taxonomy analytics archiving 1 Comment 1,760 Visits
Guest Post by Richard Joltes Software Developer, Content Discovery and Management, IBM Enterprise Content Management
As any I.T. veteran knows, management of unstructured data has become increasingly difficult over the years. Web pages, PDF files, Office documents, and email messages can (and do) accumulate within file systems and other repositories at an alarming rate, consuming storage and other resources. Some organizations adopted a ‘save everything’ model that has resulted in huge file shares or email archives that likely contain only a small percentage of usable data. Finding files or messages in these archives can be nearly impossible, especially in situations where unmanaged repositories or departmental file shares are involved. Additionally, this storage model can result in legal headaches if a lawsuit or other action results in a demand to produce all documents related to a given case. Searching vast archives of potentially relevant materials can consume significant resources over a long period of time.
Automated content classification can help mitigate such problems, but groundwork and planning, as well as a solid understanding of the content to be classified and how it can be logically divided into various categories, are needed in order to insure success. As a good starting point for this process, consider the following questions.
What’s my taxonomy?
You can’t categorize documents, or anything else for that matter, without a coherent list of known categories and criteria that distinguishes one from the others. This list, along with the characteristics of each element, is known as a taxonomy, and most people make use of them in everyday life without even knowing it. We instinctively know the difference between a laptop and desktop computer, and most people can articulate what those differences are with relative ease.
The same is true when documents are involved. What’s the difference, for instance, between an “Accounting and Finance” document and one from “Engineering”? Are there key phrases, terms, and intents that could help an employee distinguish one from the other with a reasonable level of confidence? If the answer is yes, then it is likely that software such as IBM Content Classification™ will be able to distinguish one from the other once it has been trained to recognize those differences.
Certain categories may be more problematic: “Legal” and “Regulatory” may involve significant overlap of intent and language, for instance. The rule of thumb is simple. If a human can’t classify documents into selected categories with a high level of certainty, then a computer won’t be able to either. It’s a simple as that.
Do I understand my content?
Generally, creating a taxonomy only works if you understand the content you intend to classify. A review of the content to be classified – not just document titles, but some amount of actual content, along with associated metadata, should be conducted as part of the taxonomy creation process.
If multiple content sources with multiple types of documents and intents are to be classified, then a sample from each must be reviewed in order to determine how its specific content might affect the outcome of the classification process. There may also be cases where certain file types, such as image-format PDFs or encrypted data, can’t be read successfully by text-oriented classification software. Document language must also be taken into account, since automated classification software must be trained on a per-language basis.
It’s also necessary to consult appropriate internal authorities, such as legal advisors and regulatory affairs personnel, in order to determine how long various document types must be retained. While questions such as these are more directly related to retention and file policies, they’re also relevant to automated document classification. Certain document types may contain specific terms and phrases that the software can be configured to search for, resulting in higher confidence levels when performing classification tasks.
What’s the goal?
This question must obviously be asked before undertaking any I.T. related project, since the cost and effort must be justified by a measurable return on investment. The business case for automated content classification depends on the industry, current practice, and the desired outcome. Do you need to consolidate content sources as the result of an acquisition or merger? Are regulatory needs driving the requirement for efficient, legally defensible document management practices? Is your email server laboring under the burden of 10 years worth of potentially useless messages?
Done correctly, an automated classification project can offer a solid ROI in a fairly short period of time. Lower storage and infrastructure costs, easier access to relevant data, and less exposure to litigation-related issues are obvious benefits that can justify the time and expense involved. Tasks such as taxonomy creation and an initial document review generally should be performed in advance if at all possible. Doing so will help ensure success while preserving schedules and keeping implementation costs to a minimum.
Hi. My name is Ian Story. I'm an IBM customer, advocate, user group president, and in my spare time, I also work for a Fortune 100 financial institution (and prior to that a Fortune 100 manufacturing company). In both my current and previous job, I manage(d) teams of folks that do(did) enterprise content management (ECM), here in Seattle, WA. I'll be posting from time to time on the blog here at the IBM ECM Community, as I've been involved with IBM, and before that FileNet, ECM for nearly 12 years. That surely doesn't mean that I know everything, or even anything, when it comes down to it, but frankly, that's part of the reason I'm excited about this community - the opportunity to learn from each other. But enough about me (if you really care, you can see more on my profile, here at this "easy to remember" url)...
One of the things that I've always heard from my peers, at user group meetings, etc. is that we need to have a forum where the community can work together - whether it's to ask questions of each other, share best practices, influence product direction, or just generally network and get to know each other. For a long time, people have gravitated toward other grass roots communities to do this, whether filesite.org or IT Toolbox (both of which you can find linked from this community in our bookmarks section), as there hasn't been a place to have these types of discussions at IBM. Sure, there used to be some IBM/FileNet mailing lists, but those seem to have died out over time, and it's nearly impossible to find them, more on that in a future post perhaps. Well, now there is a place for these discussions, and you've already found it, since you're reading this!
Now that we've got this great shell setup, with places to share bookmarks, forums to post questions and have discussions, a place to setup your profile/join as a member and connect with others, RSS feeds, etc. - the key thing is that we need participation from people just like you in the community. Your "todo" if you want this to become a valuable resource is to join the community, go out and post some of your favorite bookmarks, post a question or two in the forums, etc. Don't be bashful, I'm sure that you have something you'd like to know about ECM, a problem that is bugging you, or a useful tip to share!
Get out there, add the ECM Community as a favorite in your browser, setup your profile, post some content, and go for it! I would love for my next blog post to be about all the great threads we've got going and casting light on some questions people have asked that are impossible to answer (we'll then get some IBM folks on here to answer them if need be!)...
That's it for now, until next time - when in doubt, reboot :).
Juliette Paquin 11000075R6 email@example.com Tags:  shared services coe cc staffing ecm 1,706 Visits
In Part 2, Randy spoke of the process to identify ECM CC services packages and tiers. During that exercise the services were prioritized based on the project pipe line when the services will be needed. In this part, I will focus on developing a staffing plan to deliver and support the planned services and projects. There are a number of activities that must be understood to develop a well thought out staffing plan. First the organization needs to establish a project concurrency capacity objective. The number of concurrent projects will determine the number of resources and skills mix needed to deploy solution leveraging the ECM CC Community services.
Once the number of concurrent projects is determined, then the information gathered in the Evaluate Current State step of the roadmap can be used to define an organization leveraging many of the ECM skills that currently exist in the organization. A plan is defined to address the skill gaps and take into account the prioritization of the projects in the pipeline, as well as the concurrency objectives when determining a timeline and the immediacy of filling the gaps. Once the timeline and immediacy is understood, the plan would outline the approach to fill both short term and long term gaps. For some skills it may involve contract resources to address immediate needs while leveraging those resources in a mentoring capacity.
Here is an example of the impact of the number of concurrent ECM enabled projects on the staffing of an ECM CC.
In this example, an IBM ECM CC modeled customer looked back at the projects they deployed over a year and determined the average number of hours by role. They also determined an average elapse time of the projects, which was 3½ months for an ECM engagement for the given year. With that information they determined that if they started 1 new project per month that it should average 3½ projects being managed in a given month. In the above chart you can see the impact this organization saw when managing 3½ projects concurrently and the impact if more projects are introduced on a monthly bases. This analysis helps them to determine staffing needs given the amount of work that the steering committee had established as guidelines.
The next part in this series will discuss developing an ECM CC Engagement Process. This is one of the Best Practices and Standards that needs to be developed to guide ECM Solution delivery and helps the organization to take full advantage of the benefits of having an ECM CC.
In the meantime, please feel free to leave feedback or suggest topics that you'd like me to explore. Love to hear from you!
Scott Blau 270004N498 firstname.lastname@example.org Tags:  banking blau ibmecm vendor datacap scott capture consolidation document 1,655 Visits
When I was the CEO of an independent document capture company (Datacap), I found it painful to listen to customers articulate why they were reluctant to bring in a specialty vendor for technology like document capture. "There is a lot of overhead in managing vendor relationships," is the way the discussion would often start. Datacap, being itself a relatively small company working with only a modest number of vendors, did not prepare me to be sympathetic to these concerns.
Follow me @CaptureGuru
Neil Parrott 270000X1HX email@example.com Tags:  report_manager ondemand cold 5 Comments 1,639 Visits
In response to: Enterprise Report Management (the other ERM)Have any other countries set a target date to stop using cheques/checks?
In UK news today; cheques (or Checks for American readers) will be phased out by October 2018 due to the payment method being in "terminal decline", but only if adequate alternatives are developed.
Banks and credit providers have been investing in chips which allow a customer to pay when the chip is pushed against a sensor, known as contactless technology. Using a mobile phone to pay is another alternative.
Full article - http://news.bbc.co.uk/2/hi/business/8414341.stm
Scott Blau 270004N498 firstname.lastname@example.org Tags:  branch retail satisfaction security experience datacap customer blau #ecm #capture cycling banking tourdefrance maybank bank scott 1,628 Visits
I’ve been on my high horse – or more accurately, my bicycle – for a while about looking at the benefits of document capture from a different point of view: the customer’s customer, and how it affects them. I summarized these ideas in a video tribute to the Tour de France which ended in Paris yesterday… Tour de Office...
But let’s look at the details. How does document capture fit into a strategy of improving customer satisfaction, better customer retention, and acquisition? Let's think of it from the point of view of a bank and their retail customers. Banking globally is still one of those businesses where paper plays a crucial role in many customer interactions. Capturing data off of a new account application or a loan origination form is crucial to the bank's business - and doing it accurately and in a timely manner will have a big impact on customer satisfaction.
In other words, a significant benefit, and one that has a direct impact on customer satisfaction, was the ability to break down some of the barriers within the bank itself. (I’ve explored this theme in an earlier blog on Smarter Commerce.)
And let's not forget that by "truncating" (scanning and destroying) the paper early in the process - at the branch - there is a huge benefit to the customer of increased security for their personal information. The loan application they fill in, instead of floating around the branch, and being sent as unencrypted paper around various bank departments, with sensitive personal information, including income and dates, now becomes an electronic document, all access to which is strictly controlled and tracked.
This is just one, real-world example illustrating some of the indirect benefits of document capture. Of course, capturing a document is really just the beginning of a process, most commonly associated with document imaging. It’s an academic question whether the true value is in the capturing or the storing (and retrieval!) of documents. The point is that when combined, capturing and imaging documents can play a central role in a customer-centric document strategy, which both improves internal processes and customer satisfaction.
Learn more about IBM’s Production Imaging Edition which features a unique bundle of document imaging and capture technologies here.
And don’t forget to follow me @CaptureGuru on Twitter!
Sanjay Kupae 2700050U55 email@example.com Tags:  nlp content search analytics watson ica 1 Comment 1,625 Visits
In a recent AIIM survey, Over 70% respondents said that they find it easier to find information online than content on their company’s intranet. Many of us at some time or the other have wondered why our intranet search cannot work like the popular internet search engines.
The answer is simple and complex.
The simple answer is no company has a multi-billion dollar server farm to enable search on their intranet; making internet and intranet search comparisons unfair.
The complex answers lie in the fundamental differences between what and why people search on the intranet and internet. Search experts differentiate searches as discovery search and retrieval search- in lay man terms we search to gain knowledge about a subject or to find a specific object. Most internet search is discovery or knowledge search and most intranet searches are retrieval or object search.If I want to know more about a product, I am more likely to use a discovery method to find information sources pertaining to the subject of interest. Read the articles, listen to the podcasts and view the videos to gain the required knowledge. My expectations of finding the information quickly are very low, I am relatively agnostic to the information source, and I am ready to invest effort to collect information snippets and then string them together to build my knowledge base.
But when I am searching for a specific document it is because this search is part of my larger task and the delays in finding the specific document will lead to delivery delays, so my expectations for accuracy are absolute and I want to find the particular document instantly and not hidden in the 3rd page of the search result.
Apart from the fundamental usage difference there are definite technical differences emanating from the larger number of data types that intranet searches need to tackle, the federation of information sources, the lack of vested interest of authors to manually embed rich metadata with the content.
Traditional enterprise search engines relied heavily on metadata to index documents; and accuracy of the search depended on the performance of the crawler to extract meta-tags from content- file name, author, date, information source. Of late there has been increased adoption of content analytics to enable semantic and faceted search which has had a significant impact on the accuracy of search results. And accuracy of search improves dramatically with powerful content analytics technology.
Next week I will continue this discussion to talk about how analytics improves search.
Mia Winn 270001U2F7 firstname.lastname@example.org Tags:  ecm icpa datacap healthcare acm events capture himss 1,606 Visits
HIMSS is only a few days away – have you finished planning your schedule? IBM has so much to choose from that we hope you'll include us in your plans! ECM has some fantastic things to offer your organization and we're proud to demonstrate these abilities to you at pedestals 10 and 13 of the IBM booth.
Solutions for Care Coordination – pedestal 10
Learn how Intelligent Care Delivery Analytics (ICDA) Portal capabilities can help your organization:
• Multi-factorial patient characteristics and risk factor analysis used to predict disease risk
• Comprehensive patient similarity analytics for treatment comparison and effectiveness across similarity cohorts
• Personalized patient/physician matching with outcomes based predictive modeling
• Care services utilization analysis, and unexpected pattern detection
• Packaged to allow standalone use, with a current Business Intelligence platform or as an integrated capability in IBM’s care coordination platform
The Advanced Case Management (ACM) team will walk you through a basic "day in the life" of a Care Coordinator. Beginning with an "at risk" patient and will demonstrate how a care plan is created, shared, and how important tasks and updates can be made. Care plan details include medication updates, adding team members, and making appointments.
Discover Clinical and Operational Insights – pedestal 13
IBM Content and Predictive Analytics for Healthcare (ICPA) is the first Ready for Watson solution and is synergistic to IBM Case Manager and IBM Datacap. Together, these offerings help accelerate the delivery of low cost, accountable care by revealing clinical and operational insights.
Visit pedestal 13 to see demonstrations of three ECM offerings, ICPA, Datacap and Advanced Case Manager, work together to:
• Derive insights for action in ways not previously possible
• Combine unstructured and structured information for more informed bossiness intelligence
• Support analysis and visualization of unstructured content
• Enable care providers, executives and knowledge workers to Interact with information
• Integrate with other systems like Cognos, Data Warehouse, MDM and the Healthcare Data Model
• Convert paper, fax, and electronic attachments to digital files
• Use Datacap Taskmaster Flex to visually separate single and multiple page documents
• Data is compared against Business Rules to assure data accuracy
• Help clients target preventative care measures
• Prepare organizations to Be Ready for Watson
• Discover insights for more informed hypothesis
The 2013 IBM Enterprise Content Management Customer Innovation Awards program is seeking submissions by Aug. 23. This program recognizes IBM ECM clients who have demonstrated excellence in creating exceptional business value from IBM ECM software. Winners will be selected from among those organizations who have implemented innnovative solutions using IBM ECM software. Winners will be recognized at the Information On Demand 2013 Conference, November 3 - 7, 2013, Las Vegas, NV. Attendance at the conference is not mandatory to win an award.
For the Innovation Award submission form please email: Amit Kumar,
SUBMIT nomination by AUG. 23
WHY ENTER? The IBM Enterprise Content Management Customer Innovation Awards have a long history of recognizing outstanding companies that have implemented innovative ECM solutions combining business and technical vision with demonstrable results.Past winners include:
Apart from the prestige associated with the awards, it presents an unique opportunity for our customers to showcase their innovative use of ECM technology and to:
This awards program will recognize innovative use of IBM Enterprise Content Management solution to solve challenging, leading-edge problems that face your / your customer's organization and industry. This solution brings together IBM capabilities in creative, visionary ways. The results yield quantifiable outcomes, enabling you to stand ahead of your peers and transform the way you do business. The solution relies on one or more of the following capabilities and can also include IBM Business Partner involvement and/or solutions:
In all nominations, judges will look for deployed applications that solve challenging or unique business problems. Extra emphasis will be placed on quantifiable return on investment or creative deployments that lead specific industries for business transformation
In the U.S. one in five patients suffers from preventable hospital readmissions. Those readmissions are responsible for $17.4 billion of the current $102.6 billion Medicare budget. With health data growing 35% per year you would think that the wealth of knowledge would be pushing this number down. In the HIMSS Industry Solutions webinar, IBM ECM Strategy and Market Development Director, Craig Rhinehart explains that 80% of the data collected by health organizations is unstructured data, which includes what the doctor writes in his notes section. This unstructured data is messy and often seen as an analytics blind spot, but also contains key medical facts.
Seton Healthcare uses IBM’s Content and Predictive Analytics to access and leverage more relevant clinical and operational information to drive better decision making. The most surprising part of this was that all the data that was thought to be important….Wasn’t. In a study of patients who were readmitted within a 30 day period using 113 candidate predictors from structured and unstructured data sources it turns out the structured data was less reliable than the unstructured data.
Rhinehart gives a wonderful example of how in a structured data section such as a checkbox the patient may have selected “Non-Smoker” but this could mean that he has been smoking for 20 years and quit yesterday, which a doctor may not consider a non-smoker. The doctor could indicate this in his notes which were previously unused but are now being utilized by IBM Content Analytics.
The numbers show that the unstructured social data on a patient, including living arrangements and substance abuse, was a much more useful in the doctors making correct medical decisions to reduce the patient’s chances of readmission. The data showed that ejection fraction (volumetric fraction of blood pumped out of the heart with each heart beat) and smoking were important indicators for heart failure but not readmissions.
To know more about what drives readmissions in CHF patients and how IBM’s solution can help in reducing hospital readmissions view the HIMSS Industry Solutions webinar
Mia Winn 270001U2F7 email@example.com Tags:  capture governance ibm social ecm content management events ilg aiim 1,469 Visits
Visit IBM during the AIIM Conference 2013! At the IBM booth you can visit our subject matter experts on Capture, Social Content Management, and Information Lifecycle Governance. Our experts are on-hand for the entire event and available to demonstrate the latest and greatest products that IBM ECM has to offer.
Want a little more? Join us during the "speed dating" meetings taking place at the break times to discuss your organization's pain points or set a meeting with our experts at your convenience. To schedule a meeting in advance of the conference, please email Mia Winn (firstname.lastname@example.org) with your request and availability.
You also won't want to miss our "Group Therapy" roundtable sessions in the Solution Lounge:
Wednesday, March 20 – 4:30pm: How social lifestyles are changing the way we do business with Steve Studer. Today, a great deal of content is presented in a variety of social forums on mobile devices, the desktop and the web, and businesses need to exploit that content while ensuring proper governance. Context is the key to bringing relevance, intelligence and insight to content. Teams and communities and social elements woven into analytics, governance, imaging and content and case management are what social content management is all about. Join this session for a compelling conversation about how you can take your business to a whole new level: a social business level.
Thursday, March 21 – 3:30pm: Document Capture in a Multichannel World with Steve Kaye. Explore the new requirements of Capture and learn new strategies for delighting your customers.