Guest post by Scott Blau, WW Director of Document Capture, IBM ECM
In the 1960s, America was riven by “the generation gap:” elders who supported government and traditional family relations vs. the boomer generation of rebels in culture and politics. With the challenges of the 1970s the split started to loose relevance, until in the 1980s the boomers were getting older and more like their parents. The generation gap just faded. Or was it just replaced by a newer gap?
In a recent conversation with a bank CIO, I learned that the bank has a paper problem, but not the one I expected. The bank had installed a scanning system to capture paper documents and turn them into images, yet had been unable to realize the dream of a “paperless office.” With a little research the CIO and his team discovered something that many organizations are now facing: there is a new generation gap, and it is all wrapped up in paper.
Although the bank has a stated policy that discourages printing documents, some loan officers continued to copy each and every loan package (even mortgage applications of 200 or more pages) for their own reference. That in spite of the fact that the loan package is next sent for central scanning and then pushed on an internal portal for reference with handy indexing by document type.
Why were some of the most experienced – and productive – loan officers doing this? At first, the bank thought that the loan officers were simply being careful – ‘I’d better make a copy just in case the document is lost during transit.” But even after the bank installed scanning software in every branch, they were still making personal copies.
After he described this puzzling trend, I told the banker that he didn’t have a technology problem; he had a dependency problem, much like alcoholism or drug addiction in his company. Only in this case, people have become addicted to paper. Forget that an electronic document has been declared just as legal as a paper document. Forget that an electronic document can be retrieved much more quickly than a paper document; that you can copy it and paste it; keep it handy on your desktop, and even annotate it and share it in seconds with a colleague halfway across the country. The problem is you can’t hold it.
Even more interesting though, is the fact that paper addiction seems to be generational. The older and more mature loan officers were the offenders. There is a cut-off – somewhere around 1984 when the post-WWII generation gap supposedly disappeared – after which anyone born has no use for paper documents. The newer generation that has grown up with computers in school - using calculators instead of slide rules, and using word processors instead of typewriters - and their relationship to a sheet of paper is different from the previous generation.
The previous generation, which I fall into, required reams of paper to get through a school day. We grew up writing term papers in either in long hand on carefully typing, and re-typing, them. We calculated algebra equations on scratch pads. When we started our professional lives, there were secretaries in typing pools, clerks whose job it was to wheel around the office delivering interoffice mail, and miles of aisles in the basement filled with file folders.
We got so used to being able to hold a document in our hands that we became dependent on it, like a 3 year old cuddling a teddy bear in bed. And now many in my generation can’t do without it.
So I suggested to the banker that she could either wait 20 years for the young generation to replace the aging paper addicts – and who knows what the next generation gap may bring – or begin an awareness campaign around the advantages of electronic documents over paper and wean people off their dependency. But the irony was not lost that – after 25 years of hearing about the paperless office, that, here it is, finally within reach, and the last obstacle is simply people being unwilling to give up the comfort of holding a document in their hands.
Guest blog by Michael Green, Offering lead - IBM Case Manager
How much easier it all would be if all software products fit into nicely differentiated boxes. Software, however, is infinitely flexible and resists being tightly categorized. Certainly that is the case when you try to differentiate IBM BPM from Case Manager. Both deal with aspects of process management; both can move information in a choreographed way around an organization; both include people and processes in their process flows and have ways do deal with exceptions processing. Is there anyway to clearly differentiate the two?
Speaking in Japan this week, Allan Takatsuka, the ICM World Wide Technical Lead, tried to articulate such a differentiator. He noted that when processes included a significant amount of content - specifically unstructured or document based content - and needed people to act on that content - then the content oriented process controls and tools in IBM Case Manager clearly differentiated that offering from IBM BPM. Allan noted that while there were other aspects of case management that one or the other product could demonstrate rival capability - software being what it is - in the area of content it was clear that IBM Case Manager was the better option.
From the point of view of IBM Case Manager I can certainly argue that there are other areas of differentiation, but Allen’s point is well taken. The ability to deal with multiple document types, to allow editing and audit control of all documents actions – who read, edited, signed – and when they did so – certainly differentiate IBM ECM products from all other offerings. The ability for documents to be understood, initiate discrete process tasks, and automatically create contextual audit trails that include the case documents with all the process steps, is a unique feature in IBM Case Manager. So while perfect worlds do not exist, focusing on content based process flows as a way to differentiate Case Manager from IBM BPM is at a minimum a good – clear – place to start.
Guest blog by Michael Green, Offering Lead - Advanced Case Management
BPM is the enterprise class business process engine from IBM. It is designed to choreograph process flows
from multiple enterprise applications based on sophisticated business rules
enabling discrete process decisions and automated process steps. Inherent in IBM BPM is the idea that a
process is an end-to-end system with a known outcome. Case management, on the other hand, is by
definition a process flow where the outcome is unknown. While business rules
and automated steps are important to case management, case management requires the
ability to pick and choose process tasks based on decisions made the by case
worker. Nonetheless, there are distinct
requirements in case management that demands the sort of process choreography
that IBM BPM provides.
a caseworker may be the ultimate arbiter of the decision making, he or she
often requires information found in one or more disparate enterprise
applications. Moreover, any changes made to a case file often require an update
to those enterprise applications so that the customer or citizen’s file is
accurately maintained. IBM Case Manager
interfaces with IBM BPM at the design level to enable Case Manager process
designers to access the power of IBM BPM process choreography to enable data
exchanges. By effectively merging design environments this enables Case based
workflows to extend beyond the realm of individual decision makers and leverage
the power of the automated process choreography. By combining the two, the
flexible task based process capabilities of IBM Case Manager with the automated
business rules driven engine of IBM BPM, the full promise of the process
efficiencies of Advanced Case Management can be achieved.
The Smarter Content Summit is coming your way! With 11
events planned for North America and 3 in Europe
there is sure to be an event happening in a city near you. There is no cost
to attend, so register your colleagues today.
April 30: Chicago, IL
May 3: Columbus, OH
May 14: San Francisco, CA
May 16: New York, NY
May 30: Dallas, TX
June 4: Hartford, CT
June 4: Washington, D.C.
June 6: Minneapolis, MN
June 13: Toronto, Ontario
June 13: Long Beach, CA
The sessions will highlight what's new and notable with IBM
ECM software with tracks
designed for Line of Business and IT attendees, so your whole team will
leave informed and empowered. We've designed our agenda
to maximize your time – with industry-focused events running only half-day, so
you can take what you've learned right back to the office and put it
immediately into action.
Need help justifying your attendance? Share the Top
Five Reasons to Attend postcard with your management (and invite them to
Top Five Reasons to Attend:
- Uncover new insights: Learn new ways to better
analyze structured and unstructured content and use it to drive smarter
- Spot new opportunities: Leverage your content for
what it is—a powerful asset that can help you solve specific business
- Inspire action: Improve IT operations and empower
people by seamlessly connecting them to the right information at the right time.
- Get educated: Discover how leading organizations are extracting
more value out of their content to gain a competitive edge.
- Join the conversation: Network with peers, meet with industry
experts and get best practices.
We look forward to seeing you there!
Guest Blog by Michael Green, Offering Team Lead, FileNet BPM
IBM Case Manager
(ICM) shares with IBM BPM the ability to design a case workflow and build
business rules to automate certain aspects of that workflow. However, there are
a number of ways that ICM differs from IBM BPM in respect to how it handles the
requirements of a case vs a normal process flow.
The first is in
regards to how ICM understands process flows.
Unlike normal workflows, which have defined start and end point, in
cases the outcome is unknown. Is the
compensation claim going to be settled next week, or if the claim does last a
long time, the steps needed will be different. It is because of these unknowns
that ICM has adopted a flexible process mechanism based on process fragments or
'tasks'. These break the process up into
discrete actions and allow the caseworker the ability to decide which task
should be undertaken when. Some tasks may never undertaken for a specific case,
others may be mandatory for all cases, but the deciding power is based on the
decision of the caseworker.
The second involves
analytics or what we call 'decision support services'. This is the ability to expand on what the
worker already knows, their experience and training, by providing specific
analytical tools to help them make more informed decisions. ICM includes the capability to do analysis on
all other similar case files, using content analytics, to find commonalities
and help in making decisions more normalised.
differentiator involves content. IBM BPM
supports the CMIS standard for content federation. This enables it to choreograph content based
processes. The difference with ICM
however, is that it also enables something we call 'active content' and
supports all content standards, not just CMIS.
ICM works with the document metadata to understand what the document is,
which case it is a part of, and then automatically move it to move to the next
step in the process flow. Active content
also tracks each time a document is opened, who opened it, what changes were
made, and what were the next steps taken as a result of that review.
What a whirlwind! Time just flew right by during the AIIM
Conference – where does it all go? I want to thank everyone who took the time
to attend our roundtable sessions and come by the IBM booth – as well as the
StoredIQ booth! They're our newest team members and it was great to be able to
highlight the expansions to our Governance capabilities.
Thank you, again, to everyone who came out to "get
captured" by our caricature artists on Wednesday night. It was so much fun
and you all looked great!
Did you bring home any burning questions or just want to
follow up with us? Feel free to contact me directly (email@example.com) and I am happy to connect
you with our subject matter experts who were onsite during the conference.
Lost your literature? Just a friendly reminder that we post
a lot of our literature electronically, which you can find here.
I have also posted the printed collateral that was available during the show on
our ECM Community site (if you're not already a member, join
us today!) and you can download them to share with your team.
It was great to meet so many of you – I hope to see you all
Today’s leading companies are harnessing the value of content for new insight
and better business outcomes. IBM ECM is providing the market’s richest solution
for case management work patterns through a deep integration of content management
and case management capabilities with process, business rules, collaboration and analytics.
Join the IBM Enterprise Content Management (ECM) team at Impact 2013 where you will have
the opportunity to learn more about leading case management solutions and how your
organization can integrate content and case management capabilities with process,
business rules, collaboration and analytics. Featured ECM presentations include:
Monday, April 29 - 10:30–11:45 AM
Integrating BPM with ECM
Location: Delfino 4005
Wednesday, May 1 - 10:15–11:15 AM
IBM BPM and IBM Case Manager –
Addressing the Range of BusinessProcess
Location: Lando 4201A
Tuesday, April 30 - 4:00–5:00 PM
Uniquely Addressing the Case Workload
with IBM Case Manager
Location: Lido 3103
Thursday, May 2 - 1:00–2:00 PM
Coming together: Business Process Management and Advanced Case Management
Location: Titian 2203
Register today at http://www.ibm.com/impact
Ask your ECM representative to schedule a one-on-one meeting with ECM Executives at the event
The Impact 2013 Executive
Meeting Center is open for business!
IBM ECM executives are
ready to meet with Clients and Business Partners
Doug Hunt, Ken
Bisconti, and David Caldeira are available for meetings
during the conference.
We will see you there!
2012 Presentations Closes March 31
Act now. Presentations from last
year’s conference are available for download only until March 31. Make sure
that you download the presentations you need before it’s too late.
for Speakers Opens April 1
Customers, IBM Business Partners
and IBMers can submit proposals from April 1- 26.
Session proposals open on April 1 and
will be accepted through April 26.
Do you have an interesting story to share about products, solutions,
and implementations? Consider submitting a proposal. IT professionals, including managers,
architects, and developers should submit proposals for technical sessions
across Information Management, Business Analytics and Enterprise Content
Management. C-suite executives and
senior decision makers in Line of Business and IT management roles should
submit proposals about industry-related thought leadership and innovative
ideas for Business Leadership sessions.
Stay tuned for more details later!
In exchange for participation as a
speaker, Customer and Business Partner speakers who are selected to deliver a
conference elective session may be eligible to receive a conference
registration waiver. [A conference
registration waiver will be offered to the speaker if IBM determines, after
legal review of applicable laws, that it is appropriate. Speakers in Birds of
a Feather sessions, Panel Discussion sessions and Ask the Expert sessions do
not qualify for the waiver. No travel or living expense reimbursement will be
offered. Only one waiver per session is available.]
Sponsorships Open April 1
Attention all IBM Business Partners:
it's time to start thinking about how you will want to invest in the EXPO and
raise your visibility at the conference. Sales open on April 1 and there are
plenty of sponsorship and marketing opportunities that will make your
business stand out.
Opens May 15
Registration opens May 15. Register
early and take advantage of Early Bird pricing for the best rates on
registration and hotel accommodations.
The information center was updated for the latest IBM FileNet P8 release, including new terminology and information about high-availability. http://pic.dhe.ibm.com/infocenter/p8docs/v5r2m0/topic/com.ibm.p8.relnotes.doc/wn_p8.htm
See the following page for a list of what's new in the software and the information center:
Join IBM at the SAPinsider
BI 2013 event, co-located with the Financials, GRC and Admin & Infrastructure
events, held March 19-22 at the MGM Grand hotel in Las Vegas, NV.
IBM offers attendees an exclusive opportunity to spend one-on-one time with
subject matter experts from across North America and our IBM Client Center: Lab for SAP Solutions. Grab a
refreshment, join a conversation, meet IBM Watson, the grand challenge quiz
show champion, and get your most pressing questions answered in a relaxed
atmosphere. From BI and SAP HANA to cloud, mobility, and infrastructure, our
in-house experts can help you overcome your toughest challenges and provide
insights you can apply at your own organization. Coupled with these lively
discussions are customer stories, microforums, and live product demos. The IBM
Lounge is located at #1012 on the show floor and will be open during exhibit
ECM will be
leading three microforums inside the IBM Lounge (booth #1012 in the exhibit
hall) that you won't want to miss:
Tuesday, March 19
Overview of all IBM ECM solutions for
use with SAP
Wednesday, March 20
Don't touch that invoice! End-to-end
Thursday, March 21
Save BIG with Value-based
Archiving & Governance for SAP
Looking for more IBM
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.
ou 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.
Still finalizing your plans for Connect 2013? We've got a
few sessions that I think will interest you – be sure to add these to your
calendar! These are excellent opportunities for you to pose your questions to
our subject matter and industry experts, along with some IBM ECM customers.
Interested in meeting with ECM executives? We've got you
here to request a meeting with either Doug Hunt, ECM Business Leader, Ken
Bisconti, Vice President ECM Products and Strategy, or Carol Taylor, WW Sales
Leader for Social Content Management.
We also invite you to find us in the exhibit hall at IBM
booth 23 – stop by for a demo of what Social Content Management can do for your
Monday, January 28
11am (Swan Hotel, room 1,2): Genworth Financial, Work Smarter,
Not Harder, presented by Tim Perry, CTO of Genworth Financial
Tuesday, January 29
10am (Swan Hotel, room 9,10): Slumberland Furniture:
Using IBM Software to Deliver Consistently Superior Customer Experiences,
presented by Jamie Page, Director, Slumberland Furniture
11:15am (Swan Hotel, Pelican 1,2): Living Social, Its Not
Just About the Conversations and Topics, a panel discussion of experts,
including Joe Shepley, Doculabs, Larry Hawes, Dow Brook Advisory Services,
Cengiz Satir, IBM, and Steve Studer, IBM
1:30pm (Dolphin Hotel, S. Hemisphere
IV, V): Content & Social Ignites Context: IBM’s Content Platform of
Engagement, presented by Tim Perry, CTO of Genworth Financial, Doug Hunt,
IBM ECM Business Leader, and Ken Bisconti, Vice President of IBM ECM Products
5:30pm (Dolphin Hotel, S.
Hemisphere I): Ignite business performance in real-time with social
collaboration, mobile and content, presented by Ian Story, IBM and Steve
Wednesday, January 30
10am (Swan Hotel, room 4): Reduce, Reuse, and Recycle
Corporate Content, presented by Maig Worel, IBM
1:30pm (Swan Hotel, Mockingbird 1,2): Improving your
Information Economics with Complete Lifecycle Governance, presented by Mark
Thursday, January 31
7am (Swan Hotel, Toucan 1): Archiving and de-duplicating Email,
Files, and Social Content, presented by Cengiz Satir, IBM
Stay Social with us during the show #IBMConnect – @IBM_ECM @csatir
We are proud to sponsor an upcoming webinar with AIIM, focusing
on a new vision for our industry and enterprise IT. Join us for free on December
12, 2012 to hear from John Mancini, President of AIIM, discuss the next steps
for organizations and common questions that still remain.
Description of this session from AIIM:
18 months ago, a Task Force of AIIM member companies worked with
Futurist Geoffrey Moore to lay out a new vision for the industry and for
enterprise IT (www.aiim.org/futurehistory).
At the core of this vision was the interplay between Systems of Record (the
legacy systems we all know well, based largely on documents), and the new
emerging Systems of Engagement (built upon consumer, cloud, and social
technologies, based largely on conversations). For many organizations,
- How, exactly, do I
get these consumer and cloud systems to connect with my back-end systems?
- How do I implement social and cloud technologies
in my organization in such a way that I minimize risk?
- How do I allow my employees to use their own
devices to access corporate systems and not lose control?
- How do I connect
enterprise SaaS systems like Salesforce.com with my behind the firewall
AIIM President John Mancini will discuss the practical, next
steps organizations have been taking to make this all come together. Attend
this webinar and learn ways you can answer these questions for your own
a question you'd like to see answered in this webinar? We'll do
our best to include it during the live event.
This webinar is pre-approved for one AIIM Certified Information
Professional (CIP) Certification Maintenance Program credit
Date: December 12,
Time: 12pm PT/3pm
An InformationWeek Live WebCast:
The Myth of Systems of Record vs. Systems of Engagement
Date: Tuesday, December 11, 2012
Time: 9:00 AM PT / 12:00 PM ET
Duration: 60 minutes
Many business people are familiar with Geoffrey Moore's dichotomy of "systems of record" and "systems of engagement." While this construct is a simple, clear way of categorizing software purpose and functionality, it doesn't reflect reality in most organizations. Every day, workers create business records within email, collaboration, and social networking applications. At the same time, they seek to communicate and work with others within the context of work processes supported by their organizations' back-end systems, including those used to manage content.
In this InformationWeek Webcast, Larry Hawes, principal at Dow Brook Advisory Services, will make the case for digital environments that provide the data and content, as well as the communication and collaboration tools, needed to perform specific tasks, while shielding most workers from the complexity associated with the capture and management of legal business records.
VP and editor in chief of InformationWeek
Principal and Founder,
Dow Brook Advisory Services
Enterprise Content Management,
Business content is easily produced by Microsoft based
desktop productivity tools such as MS Word, Excel and Powerpoint. Internally, many organizations share and
collaborate on content using MS SharePoint.
As content moves through collaboration cycles, its value to an
organization increases - both for the collaboration team and for its value to
others across the organization.
I’d like to show you how users can leverage IBM ECM today through
collaboration applications like MS SharePoint and how users can leverage MS
desktop productivity and email tools to directly access ECM services.
Attend a live product demonstration of the latest release of Content Collector
for MS SharePoint (formerly known as FileNet Connector for MS SharePoint) and
MS Office direct integration with IBM FileNet Content Manager.
• Stay in the familiar MS Office
environment, while leveraging IBM FileNet Content Manager’s ECM capabilities to
help provide full lifecycle and compliance management.
• Access IBM ECM services directly
through the MS Office 2007 suite of products, providing access to most relevant
ECM features to help user get the daily work done without spending time
learning yet another new application.
Date: December 4, 2012
Time: 9:00 pacific / 12:00 eastern
Panelist: Maig Worel, Consulting IT Specialist - Social Business - IBM ECM NA
Technical SWAT Team
You can register for this event at: http://bit.ly/QuyTLS