Hello, and welcome to this inaugural post with the aim of discussing Enterprise Report Management (ERM) related topics. Please look elsewhere for discussions about enterprise risk management or enhanced remote mirroring.
ERM is not new, the technology has been around for over 20 years with products like IBM Content Manager OnDemand, IBM FileNet COLD, IBM FileNet Report Manager, and IBM Report Management and Distribution System.
During this time many organizations have woven ERM applications into the backbone of their businesses to manage the storage and access of formatted high volume computer output and reports in support of customer service and, more recently, customer self service.
Other applications include online check storage and retrieval. If your internet banking application allows you to view your checks online, chances are they are being stored in an IBM Content Manager OnDemand system.
Historically ERM has been viewed as a standalone application. But within the past 3-4 years, ERM products have been increasingly integrated with other ECM products to support content, records and business process management applications. Not surprisingly, leading analysts now track ERM as a subcomponent of the Enterprise Content Management (ECM) market.
I look forward to discussing the use of ERM within the broader ECM community and beyond. Here’s looking forward to the next 20 years.
More than ever, data is the basis of competitive advantage, and now is the time to put that advantage into action.
Register to attend IBM Insight 2014, October 26 – 30, in Las Vegas, Nevada. Discover innovative technologies, tools and best practices to help you gain deeper insights into big data and analytics.
At IBM Insight, you will have unprecedented access to over 13,000 industry experts, thought leaders and developers from around the world in more than 1,500 deep-dive sessions and 120 hands-on labs. You’ll get to learn in technical sessions, lightning talks, product overviews, test drives, traditional labs and informal networking opportunities with other developers. IBM and IBM Business Partners will showcase the latest solutions that can help you transform your business.
It’s no longer just about information; it’s about what information can do for you—provide insight into your clients, your competitors and your future.
Register for Insight 2014 by July 31 and save $600 off the regular rate!
Modified by Himangshu Baruah firstname.lastname@example.org
Guest Blog by Michael Green - Offering lead, IBM Case Manager
Momentum is a product of the mass and velocity of an object. When something grows in size and in speed it gains momentum. With its feature rich 5.2 release in September of this year, and its increasing number of new customers, partner solutions and implementations, IBM Case Manager is gaining significant momentum in the ACM marketplace.
It is well known that IBM ECM is clearly the ECM market leader with over 2000 customers, but what is less understood is the market momentum of IBM Case Manager. Starting at zero less than three years ago ICM now has several hundred customers and over twenty proven partner solutions, while customer success stories increase month over month. Customers are increasingly reaping the benefits of empowering their knowledge workers and are using the advanced features of ICM to help them make informed, consistent decisions to affect positive case resolutions.
While growing speed of customer adoption is one aspect ICM’s product momentum, the new 5.2 release adds significant mass to its equation. ICM 5.2 is the most mature, feature rich case offering in ICM’s history. Building on the concept of empowering the knowledge worker, ICM 5.2 adds real ad hoc processing to complement its ability to divide processes into discrete tasks. By so doing it enables knowledge workers to be in control of their case files while empowering them with both predefined and ad hoc process management. 5.2 also provides a tighter relationship with information by leveraging the new Content Navigator Experience Framework as its UI component. This provides a developmentally stable platform, better visual design tools and superior document management capabilities. Equally, the analytics story in ICM 5.2 is augmented by the new Case Visualizer capability, allowing users to graphically track case progression and, leveraging Navigator, tighter integration with BI tools like Cognos BI through its HTML 5 technology.
And if this was not enough, ICM 5.2 has a truly mobile client interface, allowing users to download the ICM App from the Apple App Store to enabling case updates, downloads and collaboration for remote users.
The real momentum with IBM Case Manager 5.2 however, is at the level of the knowledge worker. Increasingly enterprises around the world are using ICM solutions provided by IBM Partners to enable their knowledge workers with access to the right information, the relevant documents, the power to make decisions and to use discrete process management to drive those decisions to positive outcomes. Leveraging this market velocity with its mass of new features makes ICM 5.2 a must see.
Modified by Scott Blau email@example.com
Document capture improves customers' experience at the bank
These days customers expect their branch banking experience to be like their other retail activities - quick, efficient, and seamlessly interwoven into the smart phone-based tempo of their lives. To stay competitive, a bank must deliver a snappy, iPhone-like experience, even in the context of a walk-in customer. While walking into a bank branch is not the same thing as using an on-demand service from Google and Facebook, many bank customers, particularly the younger ones that banks are always seeking to attract, expect immediate and accurate responses to their requests.
Since documents - like loan and new account applications, signature cards, and changes of address - are central to bank operations, the ability to process those documents quickly and accurately is key to meeting today's consumer expectations. And meeting or exceeding those expectations is the route to a happy customer experience.
Here's how a European bank made their customers much happier
I've recently worked with one of our banking customers in Europe. When I first met with them a year and a half ago, they were determined to improve their customers' in-branch experience, particularly when the customer would come in for a paper document-related transaction (as opposed to simply depositing or removing money).
Before Datacap, the customer would sit with a bank officer who would review the documents for completeness, thank them, and instruct them to come back the next day. Then the officer would type content from the documents into the relevant bank system, as well as faxing or sending the physical documents to a central location.
Now the process has been revolutionized. The paper documents are still there, the customer is still sitting with the bank officer, but once the officer takes a quick look at the document, they drop them into a document scanner at their desk. Then they wait (see my blog about that wait and why it is important and a challenge!). The goal is a turn around time of around 15 seconds, but at peak times it might take a minute.
While the bank officer and the customer are having a quick chat, a lot is happening in the background:
- document images are sent from the branch to central servers
- OCR and ICR, document classification, image enhancement, data validations all take place
- the results are sent back to the branch
Then the officer can review the electronic document, sign off and complete the transaction.
Speed doesn't help if the data being capture is riddled with errors. A mistake on a loan application can be devastating - a denied loan and a potentially desperate search for alternative financing. The manual process of entering data has always been a weak link in banking transactions. Automated data extraction using optical character recognition and related techniques and technologies can reduce errors, particularly when those technologies are paired with skilled workers, such as a bank officer, who reviews the results of automated recognition.
Accuracy is improved because the software will flag problem fields for review. So the bank officer looks only at fields with suspected problems. Worse case scenario: they review every field and it takes as long as it would to do manually. Either way, accuracy is improved because you have one pass of automated data entry and one pass of review by an experienced human.
Fast and accurate transaction make for happier customers
Document capture helps make sure the customer's high expectations are speedily met, so they can leave feeling good and maybe even with some additional money in their pocket! Happier customers make for happier banks who can more easily acquire new customers more easily and retain their existing ones.
For ongoing insights follow me on Twitter @CaptureGuru.
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.
If the word "social" brings to mind the teenagers
in your life endlessly Twittering and updating Facebook, you might be hesitant
to tell your employees to go forth and Be Social. But before you imagine a
doom-and-gloom scenario of all of your employees blogging cat pictures,
consider the benefits of social technologies.
Social spaces include – but are not limited to – external
sites like Facebook or LinkedIn. Your organization might be more social than
you think! Consider spaces like Team Rooms, collaboration spaces, or wikis –
those social spaces encourage interaction and generate valuable content and
knowledge. Your organization can collaborate more efficiently – what took
minutes or hours can now take seconds to find using social collaboration tools,
which can be established to share information internally, externally, or both.
But how do I ensure that my organization doesn't end up
with a mire of too many wikis, blogs, etc. and end up losing track of my
content? It's important to formalize a social content strategy, much like
your existing content management strategies. You'll want to be sure that you're
saving the right things at the right time and ensuring that data is properly
stored and managed.
The Association for Information and Image Management (AIIM)
created a white paper called "Managing Social Content – to maximize value and minimize risk" (click the link to download) that is an excellent starting point for any
organization trying to determine "how social should I be?" The paper explores
topics such as the benefits of social business, the growing importance of
recording interactions from social business applications, current models for
social content management, functional requirements for a social content
management system, and more.
If you will be attending the AIIM Conference in San Francisco
, we would
love to meet with you to discuss your organization's specific needs. Join us
for a roundtable in the Solution
at March 21 at 3pm
to discuss how social your business should be. See our session on March 22 at
2pm "The Future is Here: Content-in-Context is IBM Social Content Management
" about how to keep your content social and "moving"
to increase value.
Modified by Mia Winn firstname.lastname@example.org
Join us at IBMECMblog.com for a guest post from Dan Bigos, IBM Market Segment Manager, ECM Industry Strategy
Increasing workforce transformations and regulatory requirements are making companies to look towards employee records management solutions. Significant amount of employee related information is stored as employee documents throughout an employee’s tenure in an organization. These documents range from recruitment documents, on-boarding forms, emergency notification forms, performance appraisals to separation checklists. There is a clear distinction on what should be stored as employee records and what not. The Society for Human Resource Management provides guidance on the types of records that should [not] be included in personnel files and the record type and variety vary by industry. The challenge is to efficiently capture, process and retain relevant employee records so that they may be easily, securely accessed by authorized personnel.
Despite the proliferation of digital technologies, a remarkable volume of current and historical employee records are stored in file cabinets and banker’s boxes. Inherent costs and risks include accurately capturing employee data, copying, mailing, mis-filing, security, and potential loss of sensitive employee documents.
Click here to continue reading the full post on the IBM ECM blog.
- - - - - - - - - - - - - - - - -
Our blog will be migrating soon - be sure to update your bookmarks with the new link: IBMECMblog.com
I wanted to share with you some of the
highlights of IBM's presence at the show and offer to arrange a private meeting
with our executives to discuss your priorities and/or set up a custom tour of
our booth. The theme for this year's HIMSS 2012 event is
"Linking People." How do you accomplish that? By redefining value and success in
Join IBM in Las Vegas at HIMSS 2012, Booth #1634. Our team is eager to learn about your
priorities and discuss your personal path to Smarter Healthcare.
In our booth, we will feature a variety of
solution areas including:
Watson in Healthcare
Analytics for Healthcare Solution
Foundations for Digital Hospitals
Management and Governance to Drive Analytics
Patient Engagement Solution
Process Transformational Solutions
Performance Platform Solution
Delivery Coordination Solution
IBM will also demonstrate our strong
commitment to open standards with a demo in the HIMSS 2012 Interoperability
Please be sure to join IBM and our clients
during our many speaking sessions throughout the week!
CHIME CIO Forum: Monday, February 20,
HIT Powered Patient-Centered Medical Home:
The Foundation for Meaningful Connections
Paul Grundy Keynoting
Monday, February 20, 8:00 - 4:00
Unlocking Tomorrow’s Forecast Today:
Driving Healthcare Decisions through Intelligence
Speaker: Cindy L. McKinney and Quimby Kaizer
Location: Marco Polo 706
Monday, February 20, 8:00 - 4:00
Health IT 101: An Introduction to Healthcare
and IT Enabling Technologies
Speakers: Marion J. Ball and Karen J. Ondo ,
FHIMSS Executive Vice President, KLAS Enterprises, LLC
Location: Marco Polo 806
Conference Session: Tuesday, February 21, 11:00 - 12:00
Watson: The Innovative Approach to Business
Speakers: Marty Kohn and Cindy McKinney
Location: Delfino 4002 and 4102
Meet the Expert Session: Tuesday, February 21, 3:00 - 3:30
Clinical and Business Intelligence Knowledge Center
Speaker: Marty Kohn
IBM Booth Presentation: Wednesday, February
22, 4:00 - 4:45
Come celebrate IBM Watson at work one year
later! Join the excitement in IBM booth #1634.
Conference Session: Thursday, February 23,
1:00 – 2:00
eHealth’s Pivotal Role in Healthcare
Transformation; a Global Perspective
Speakers: Sue Hyatt, HYATT DIO, and Lorraine Fernandes, IBM
Location: Marcello 4502
We are happy to arrange some private time
during the conference for a meeting or tour of our IBM booth. To make
arrangements before the show, please contact
me. Please join in the discussion on the Smarter Healthcare Group on LinkedIn, follow us on Twitter www.twitter.com/IBMHealthcare #ibmhimss and
view our videos at http://www.youtube.com/ibmhealthcare.
Guest Blog: Dave Perman , Sr. Product Manager - IBM
For IBM Case Manager’s design, development and offering teams, Friday, September 13th was a very good day. After a year of hard work by IBMers that span the globe, it was the day that the forth major release of the product, version 5.2, was available for worldwide download.
ICM 5.2 contains major enhancements requested by our partners and customers.
It starts with its support for the unified Content Platform Engine 5.2 that offers greater architectural simplicity in addition to performance. This platform release also included capabilities needed to support several new ICM 5.2 features.
A new ICM web based administrative client, modeled after the platform’s ACCE counterpart, makes tasks like configuration and import/export much easier and accessible right from your browser.
Case Builder also got its share of new features. From its integrated solution page designer, to a new data layout editor that lets you design rich form like views to display your case properties, to an integrated rules designer that has case property awareness, and finally to a completely rewritten task step editor that is significantly faster and easier to use. By being part of Case Builder, artifacts from these components are now included in the solution package and automatically deployed along with everything else, saving you time and many manual steps.
The final piece to the ICM 5.2 puzzle is the completely new Case Client. Now built on top of ECM’s popular Content Navigator framework, the client gains performance, visual consistency and behaviors with the other ECM apps like Content Navigator, and a bunch of new features such as Case Visualizer that gives case workers a complete view of what is happening with their cases. You can even combine other Navigator features into a single desktop along with the Case Client for those users who want quick access to each.
Customers and partners who were involved in the release’s design have praised its architectural streamlining, its enhanced customization and configuration, its alignment with a common, standards based UI framework, and its ability to empower end user to handle case style solutions faster and more efficiently.
For us on the design and development teams, we will enjoy the moment, catch a well deserved breath and then start the process all over again. For the rest of you, check out IBM.com and developerWorks for more details on IBM Case Manager 5.2. We think you will like what you see.
IBM Case Manager V5.1
is now available, with many new features, including support for IBM Content Manager Enterprise Edition repositories, IBM Business Process Manager, and external data sources. Also updated is the IBM Case Manager infocenter, with information about how to use the new integration features, planning and upgrade roadmaps, and a tutorial for creating custom widgets. Read all about what's new in IBM Case Manager V5.1: http://publib.boulder.ibm.com/infocenter/casemgmt/v5r1m0/topic/com.ibm.casemgmt.installing.doc/acmov008.htm
Also new: the IBM ECM Application Center
, an IBM developerWorks community that provides additional information for and from IBM business partners and developers. Share your experiences and solutions, ask questions, get answers.
Our next CMOD Workshop in Boulder, CO is almost here – has your team registered? This is a FREE event, but space is limited, so register today! (And don’t forget that there are more events coming soon in Costa Mesa, CA and Chicago, IL)
April 23 – 25, 2014
IBM Office: 6300 Diagonal Pkwy, Boulder, CO 80301
Wednesday, April 23
8am-9am – arrivals and breakfast
9am – welcome and introductions, Bud Paton
“CMOD Still Going Strong” presented by Bud Paton
“IBM Content Navigator and Mobile” presented by Kevin Van Winkle
“AFP and PDF Indexing” presented by Paula Muir
“Full Text Indexing and Search” presented by Greg Rochocki
“Report Mining Service from DataWatch” presented by Don Mulroy and Harvey Gross
“CMOD Support” presented by Trina Morgans
“CMOD and Datacap” presented by Bud Paton
“Report Distribution Options” presented by Debbie Matamoros
Thursday, April 24
8am-9am – arrivals and breakfast
“CMOD V9 – What’s New?” presented by Greg Felderman
“CMOD Trends, Direction, and Future” presented by Thom Garcia
“What’s New in CMOD Admin?” presented by Bud Paton
“CMOD Best Practices” presented by Al Shazly
“ODWEK Best Practices” presented by Al Shazly
“ECM System Monitor” presented by Steve Bass
“Lab Services” presented by Eric Leeson
“HA-DR” presented by Bud Paton
“Customer Feedback Session”
Friday, April 25
8am-9am – arrivals and breakfast
“CMOD Transform Overview” presented by Bruce Foster
“Business Partner Presentation from enChoice” presented by Louise Hawley
“XML Ingestion” presented by Bud Paton
“Customer Feedback Session”
We are excited to announce that IBM has planned several Content Manager OnDemand workshops coming to a city near you! Whether you’re brand new to Content Manager OnDemand (CMOD), an experienced professional, or considering migrating from an older repository you won’t want to miss these special three-day events.
Our CMOD Development teams and Subject Matter Experts will be on-hand to present the latest offerings, covering all platforms. These sessions are offered free of charge, so register your team today.
The final agenda is being built now; stay tuned for more details.
Session highlights include:
· Why your organization needs Content Manager OnDemand
· What’s new in Content Manager OnDemand Version 9
· Content Manager OnDemand Trends, Direction and Futures
· Content Manager OnDemand Architecture
· Content Manager OnDemand Best Practices
· Content Manager OnDemand Report Mining Capabilities
· Content Manager OnDemand Report Distribution Capabilities
· Content Manager OnDemand Enhanced Retention Management
· Content Manager OnDemand Full Text Index and Search
· Content Manager OnDemand PDF Indexing
· Content Manager OnDemand XML Capabilities
· Content Manager OnDemand Transforms
· Content Manager OnDemand and DataCap Capture
· Content Manager OnDemand HA and DR
· Value Added Offerings from our top CMOD Business Partners
· ECM System Monitor
· IBM Content Navigator Client and Mobile Device Support
· Migration and Conversion Services to Content Manager OnDemand
Register now at NO COST
April 23 – 25, 2014
IBM Office: 6300 Diagonal Pkwy, Boulder, CO 80301
June 10-12, 2014
Costa Mesa, CA
IBM Office: 600 Anton Boulevard, Suite 300, Costa Mesa, CA 92626
July 22-24, 2014
IBM Office: 71 S. Wacker Drive, 6th Floor, Chicago, IL 60606
Who Should Attend: System Administrators, IT Managers, Call Center Managers, CIO’s, CMO’s, or anyone interested in understanding the capabilities of Content Manager OnDemand.
Cost: These sessions are offered free of charge. Attendees are responsible for their own travel expenses.
Join IBM at Legal Tech New York
The Hilton New York Hotel
1335 Avenue of the Americas,
New York, New York 10019
Jan 31 – Feb 2
Stop by and visit IBM at Legal Tech NY in booths 1994 and 2120. See IBM’s eDiscovery Manager, eDiscovery Analyzer and Atlas Suite in action in a custom demo. Or, get a personalized Information Governance Assessment! Learn how IBM can help you lower legal risks, lower legal costs and lower enterprise cost of compliance.
PLUS, we invite you to attend IBM’s CLE-certified Emerging Technology session, featuring Dan Kulakofsky, managing counsel at Travelers, Tom Lahiff, former assistant general counsel, Citigroup, Chris O’Neill, assistant general counsel at IBM, and Deidre Paknad, CEO of PSS Systems, an IBM Company.
Monday, January, 31, 11:45- 12:45 - Sutton Parlor Center
Good Facts Enable Better Decisions (CLE Certified!)
Understanding litigation cost and risk are central to determining case strategy and tactics, yet very few companies have good facts on cost and culpability at pivotal decision points. Without reliable, early information to work from, in-house counsel has less control over choices made by outside counsel, is ill-equipped to advise their internal business clients on outcomes, and will spend too much on litigation. This panel will discuss the challenges and opportunities presented by assessing the corpus of potentially relevant information and projected litigation costs earlier and often throughout the case lifecycle. The panel will explore:
The key decision points impacted by cost and culpability and their risks and costs
How to systematically harness good facts to drive better decisions on scope, settlement, and strategy
The challenges in early evidence assessment – accessing and leveraging the information to improve outcomes
The importance of assessing cost early and often over the case lifecycle
Analyzing matter and cost patterns to systemically optimize the process and reduce risk
Interested in setting up a custom demonstration or scheduling a one-on-one meeting with our experts? Contact Mia Winn for more info (click my name just below the blog post title to access my business card).
We're really excited to be returning to Lotusphere in 2011! The ECM team will be leading four sessions (listed below) that focus on what ECM can do for you and how to leverage your Lotus investment to get the most out of ECM.
Additionally, you can meet our team and get personalized demonstrations in our pedestals on the expo floor. Find us in the IBM section of the expo hall. If you'd like to schedule a 1:1 meeting with one of our experts or executives, please contact me - Mia Winn.
The weather in Orlando is lovely, so leave your snow boots behind and bring your sunny disposition. See you there!
Speaker: Ken Bisconti, Vice President, ECM Software Products and Strategy
Wednesday, February 2nd, 10:00am - 11:00am | Location: DL S. Hemisphere II
Speakers: Cengiz Satir, Manager, CM Products and Strategy & Diane Loomis, Senior Offering Manager, Social Software
Wednesday, February 2nd, 3:00pm - 4:00pm | Location: SW Mockingbird
Speakers: Mohan Natraj, Global Offering Executive - IBM Content Collector & Arthur Fontaine, Program Director, Domino Applications/Protector Security Platform
Wednesday, February 2nd, 08:30am - 9:30am | Location: SW Mockingbird
Speakers: Richard Howarth, Director, ECM Software Development & Greg Melahn, STSM, Lotus Quickr Architect
Tuesday, February 1st, 11:15am - 12:15pm | Location: SW Pelican
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