Ready? Forward march! How is your organization preparing?
The battle against paper isn't over yet, my friends, and now there are new
technologies in the mix that are not only increasing your organization's
content, but dispersing it in entirely new ways. How your organization responds
to the BYOD (Bring Your Own Device) challenges will affect your employee's
productivity and could either strengthen your business or leave you shaking in
Join IBM at four of this fall's AIIM Boot Camp events to
learn how organizations like yours are outlining their battle plans. Network
with your peers and hear first-hand what works and what doesn't and then meet
with trusted vendors to help you reach those goals.
There's NO COST to attend, just register online:
October 2: Minneapolis,
October 4: Chicago,
October 10: Toronto,
October 16: Washington,
IBM will present some helpful ways to strategize, including
customer case stories about planning a social content management strategy –
should it be directed or viral? – and tackling the never-ending surge of paper.
If you did not attend the live or on-demand webcast of the IBM Content Manager (CM8) product update
, here are some answers to questions that were asked by attendees on topics discussed during the live webcast.
A demo of the new user experience - Content Navigator - is available in the webcast.
Question 1: Can the Content Navigator out of the box application be customized?
Answer 1 : Yes - details at: http://goo.gl/cn4PH
Question 2: Is there a forum for discussion about Content Navigator?
Answer 2: Developerworks forum at: http://goo.gl/wm4tP
Question 3: Does Content Navigator provides a framework for customization?
Answer 3: Yes - details at http://goo.gl/jNdmG
Question 4: Does Content Navigator operate with Content Manager 8 z/os? Are there any restrictions?
Answer 4: Yes - though the web application server cannot be operated on z/os. Web app server operation is supported on zLinux, or on one of the other supported distributed platforms. Details at: http://goo.gl/IfdhF
Question 5: Does Content Navigator support single sign-on?
Answer 5: Yes - detailed at http://goo.gl/fxsE4
Guest blog by Alan Horton-Bentley ECM WW Industry Marketing Manager - Banking & Financial Markets
Modern banking has improved leaps and
bounds when it comes to extending a variety of services to customers- multiple
access channels, a wide variety of products and services and 24/7 access to
information and help- making banking for customers simple and easy. On the
other side of the counter, inside the bank things have become very complex; in
order to satisfy this ever increasing customer expectation and competitive
Not so long ago, the process of
opening a new bank account or for that matter executing most banking
transactions was a simple matter of a customer visiting a branch location, filling
out a form or two and they were done.
Today, however, even the basic
functions of account opening and loan processing are much more complex. Banks
have to make seamless provisions for the multiple channels for account opening,
the wide variety of account products, to meet regulatory requirements and counter
Loan origination and processing is
also much more complex, it includes all kinds of customer profiling and
assessments to perform, new regulation such as QRM (qualified residential
mortgage) requiring the lender to validate the borrower’s ability to repay the
loan - resulting in a growing number of documents, more stringent information
validation transforming the primary business processes into complex customer
More customer information, new data
types delivered through a growing number of channels makes it difficult to
capture, classify and assimilate into actionable content when the customer is
There is no argument, leveraging increased customer information in
real time will have a positive impact on credit risk management, fraud
interdiction, revenue growth and compliance—but because financial institutions
are inundated with both structured and unstructured data, they are being
overwhelmed with information and have outstripped traditional front office
In order to remain competitive and drive efficiency in business
processes banking institutions need to know which business functions have grown
in complexities so as to warrant taking a new approach: managing these
complex processes as a “case” not as a
To know more attend the IBM
Case Manager and IBM Forms Deliver for Union Bank and ELG-2844 Improving
Information Economics with Defensible Disposal at BNY Mellon sessions at Information
On Demand 2012.
These two of over 700 exciting sessions offered at Information On
Demand 2012. Don’t forget to register before August 31 to
save $300 off your registration fee.
If you already registered to attend, why not build a sample agenda?
It’s a simple tool that allows you to search by industry, program, track or
Guest Blog post by Julie Vaccaro, Offering Manager IBM Content Classification
Everything in our life is categorized and classified in some
Ask 4 people in one household “where is the proper place to
store the toothpaste?” and you will likely get 4 different answers, including “on
the counter”, “in the toothbrush holder”, “under the sink” and “in a drawer”. This
may work well for a household environment, since every person probably has
their own “instance” of a toothpaste tube. But, what if this is a shared
toothpaste tube, that everyone needs access to? Where is the right place to
store it so that each person can get to it when they need it?
This may seems like a simplistic
analogy, but think about these questions. What if you walked into the Library
of Congress and there was no Dewey Decimal System? What if you went into the
hardware store and the items were not organized by their department or use,
such as Plumbing, Electrical, Paint, etc.? How would you ever find anything?
Now think about your business and all of its unstructured
content. Where do you store content so that anyone who needs it can access it,
use it, govern it and analyze it?
Individuals make classification judgments every day. I might
think it best to categorize all resumes into a single category called “Human
Resources Resumes” and store them all together. Another person, from the Human
Resources department, may believe that you should have a category for each
skill set, such as Marketing Resumes, Development Resumes, Janitorial Resumes,
and the like.
Content should be classified and organized such that it is
accessible, so that you can find it when you need it. Content needs to be
usable so that it is available when business decisions are made, either through
manual or automated processes. Content must be governed so that a business
complies with local, state, federal and business mandates. And finally, content
needs to been analyzed and understood to realize its full value.
Properly organizing content is like building a good
foundation. You need to build a house or some other structure on a good
foundation. When you do that the building of the structure becomes easier,
lasts longer and is easier to change later. If you don’t build a strong
foundation, it does not necessarily mean the structure will collapse, but it
will likely cause problem down the road.
The Bottom Line: To start extracting value out of content, a clear Classification strategy is a must.
See what's possible in Content Classification in your industry. IBM's largest EXPO invites
you to experience products, services and solutions in action.
IBM ECM Innovation Awards program recognizes IBM ECM clients who have
demonstrated excellence in deriving exceptional business value from IBM ECM
software. Winners will be selected from among those organizations who have
implemented ingenious solutions using IBM ECM software and recognized at
the Information On Demand 2012 Conference, October 21 - 25, 2012, Las Vegas, NV. Attendance at the
conference is not mandatory to win an award.
To receive the Innovation Award submission form, email: Amit Kumar, email@example.com
date for submitting your implementation for this award is 15th August 2012
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:
Bluecross BlueShield of
State of North Dakota
Standard Chartered Bank
U.S. Nuclear Regulatory
Tejon Ranch Company
Novartis International AG
Apart from the prestige
associated with the awards, it presents a unique opportunity for our customers
to showcase their innovative use of ECM technology and to:
Be distinguished as a
technology leader in your industry for solving specific business challenges.
Be recognized at
the IBM Information on Demand Global Conference in October with an award
crystal and other recognitions.
This year we are having
four interesting categories to cover entire spectrum of ECM capabilities
and Socialize: Best IBM Social
Content/Capture Award - Recognizes the best use of innovative IBM ECM
Social Content or Capture/Imaging software
2. Activate: Best IBM Case Management Award - Recognizes
the best use of innovative IBM Case Management software solutions.
3. Analyze: Best IBM Content Analytics Award - Recognizes
the best use of innovative IBM Content Analytics software solutions.
4. Govern: Best IBM Information Lifecycle Governance Award -
Recognizes the best use of innovative IBM Information Lifecycle Governance
categories, 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
Guest post by: Richard Joltes Software Developer, Content Discovery and Management, IBM Enterprise Content Management
In today’s market, I.T. dollars are in short supply and there’s
an increasing requirement for organizations to reduce operating costs. Projects
are scrutinized closely in order to ensure a solid ROI before any significant budgetary
expenditure can be authorized. In this restricted operational model, automated document
classification can easily demonstrate its value simply on the basis of the hardware
and storage savings that it can permit.
We know that unstructured data generally accounts for about
80% of all content in a given organization. It’s also true that organizations
can lose track of data due to mergers, organizational changes, lack of a consistently
applied document management policy, and other factors. Unrealistic email
retention policies, unmanaged file shares, or a general “save everything” mentality
can result in the accumulation of massive archives containing data that is, to
be frank, largely useless. What’s the point of having every file or email ever
sent by each employee if (a) no one is interested in them, (b) few employees
know they exist, and (c) the cost of maintaining the servers outweighs any
possible benefit of retention?
Given a well structured taxonomy, a coherent document
retention policy, and a well trained classifier, organizations suffering from
the type of storage nightmare described above can easily eliminate a
significant percentage of pointlessly archived data, thus realizing a huge ROI
while easing access and availability of truly actionable materials hidden within
their existing repositories.
Evaluating the long term cost savings of such a project
requires a solid analysis of existing archival data and its overall relevance
to current business and regulatory requirement. Once such an analysis has been
performed, and a content classifier has been trained to provide a level of
accuracy appropriate to the data to be classified, the ongoing task generally involves
monitoring activity and making corrections via a feedback mechanism as content
changes over time. Each content item will be evaluated by the classifier and (variously)
re-filed in a centralized repository, left in place, or removed from the
system. Individual organizations can design their own solution and final
document disposition policies based on specific organizational requirements and
solution design requirements.
Think of some of the potential savings in your own
organization. Are you operating older systems solely for the purpose of
maintaining years of unorganized or semi-organized files, with no clear idea
how much of the information on these shares is usable or in use? How much does each
system, potentially running an out of support OS or locally developed content
archive, cost to operate in a given year? What’s the organization’s legal or
regulatory exposure should the system die unexpectedly? How much time do your
employees spend managing such servers? How much space and other resources do such
systems consume in your data center? Even worse, are some or all of these
systems located in unmanaged offices where data can be compromised or lost due
to a lack of security?
Answering these questions will help you understand the
benefits of implementing a centralized, managed content store that can also
assist in filtering out irrelevant, outdated data using automated content
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
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.
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.
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
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
IBM’s ECM portfolio has become
richer by the addition of several upgrades which introduce highly effective
technical and business improvements. ECM Customers with active Software
Subscription and Support are encouraged to take advantage of the enhancements
for our Content Analytics, Content Collector, Classification and Platform
IBM Content Analytics with Enterprise Search v3.0 integrates content analytics software with enterprise search capabilities into
a unified platform. Through combined capabilities in natural language
processing, semantic search, and sentiment analysis, this solution provides richer,
more accurate, and relevant insights from content. This software is integrated with an IBM big
data analytics solution called InfoSphere BigInsights, allowing clients to
derive greater insights from the ever-increasing volumes of information
flowing both within and outside the enterprise.
Organizations can also improve accessibility, provide
greater usability, enable more effective compliance controls and enhance
analytics for unstructured content with the release of IBM Content Classification v8.8 which categorizes and organizes content by combining multiple methods of
With the release of IBM Content Collector V3.0,
IBM's content collection and archiving capabilities now extend to IBM
Connections. Using IBM Content Collector
for IBM Connections, clients can apply information lifecycle governance
practices not only to traditional sources of valuable content such as e-mail,
enterprise file systems and Microsoft SharePoint, but also to social business
systems such as IBM Connections.
Subscription and Support customers can download
these latest upgrades from Passport Advantage and start enjoying the benefits.
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
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
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
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
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.