Just under a week
until Lotusphere and Connect – are you ready? We can hardly wait! There's so
much to see, do, and experience during these events that we hope that we can
help you make the most of it.
to include our sessions (below) and stop by ped 17 to see a demonstration of
how ECM can help manage your organization's social business. Remember: Connect
attendees are welcome to the exhibit hall for Lotusphere as well! Just swim on
over to the Dolphin hotel and follow the signs!
January 16, 2012
5:00pm Swan SW 5-6
Content and Communities, What
Does It Mean for Your Business? (CN-WFO4)
Ken Bisconti, IBM
Tim Perry, Genworth
January 16, 2012
2:15pm Swan 7-8
Viral or Managing the Introduction of Social Content Management - a panel
Paul Van Den
John Mancini, AIIM
James Watson, Doculabs
3:45pm S. Hem IV-V
Future is Here - Content in Context is IBM Social Content Management (INV313)
Ken Bisconti, IBM
5:00pm Swan 9-10
Social with Content and Case Management -- The right approach to successful
business outcomes (SPN211)
Cengiz Satir, IBM
David Yockelson, IBM
January 17, 2012
11:15am Toucan 1&2
Boosts Productivity With IBM Social Content Management (CCS107)
Tim Perry, Genworth
3:30pm S. Hem IV-V
Energy and Semiconductor Firm Partners with IBM
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 ofholding a document in their hands.
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
A key challenge with a mature market leading product like Content Manager OnDemand (CMOD) is encouraging customers to upgrade from a perfectly functional older version - to the latest version.
New features and capabilities may not be enough to entice some customers to move. Laggards may not pay attention until the need to place a support call arises - only to discover that the end of support date for their particular version has already passed.
So, this is a ‘shout out’ to Content Manager OnDemand for z/OS customers still running v7.1. The end of support date for this version is 30 Sep 2010. If you haven’t already planned your upgrade to v8.4.x, then now is a good time to start. Contact your IBM representative with any questions about upgrading to the latest Content Manager OnDemand for z/OS v8.4.x.
In the meantime, check out these links for the latest features and benefits, and support lifecycle information:
Today, we would like to introduce you to a new technical community on developerWorks called, the ECM App Center. The ECM App Center is a technical community that enables our clients to interact with experts (IBMers / ECM Business Partners) and access technical resources (inside and outside of IBM); as they build solutions using the ECM portfolio of products and technologies.
Objectives of the Community
Connect clients with solution providers
Provide expertise and technical assets that will help clients build solutions
Showcase ECM Business Partners that are providing solutions using the ECM portfolio of products and technologies
After you join the site, you can ask questions and engage in discussion on message boards and blogs. We have two blogs on the site – one focused on offering technical help and another focused on how ECM can address different use cases. Resources are provided through bookmarks, files, feeds and calendar events. We’ll be conducting community events as we go forward that will give you focused information on different parts of the portfolio, our business partners, or other special topics of interest. Come check it out and let us know what you think!
If you have any questions or comments, please contact Jeff Douglas (Senior Product Manager, Industry Use Cases for IBM Case Management) at email@example.com.
Read further to learn how the ECM App Center came about
Jeff Douglas (Senior Product Manager, Industry Use Cases for IBM Case Management) was speaking with a colleague about the notion of ‘Information Management’ or ‘Content Management’. They discussed how we typically talk about these concepts using a comprehensive platform; arguing how important ‘Content Management’ is, and then highlighting capabilities that are included with the platform to help achieve ‘Content Management’. “We have the ability to ingest data (of course), a secure place to store it (fine), business processes to help you make use of it (get that), analytics to understand it (cool), and archiving to help you deal with it as it gets old (could use that capability in other walks of life).”
But depending on where you are and what your focus is, these individual capabilities have more or less meaning and significance to you. It is not until you have a specific problem you are trying to solve, or a solution you want to implement; that the value of these individual platform elements (and the platform as a whole) take on real meaning. And hopefully when that occurs, the platform proves to be worth more than the sum of the individual parts.
More often than not, unfortunately, when you start to design or build your solution, the challenges of working with a platform come to the forefront. You are certain that the platform can help you, but understanding how it can help you can be overwhelming. Understanding the individual components and how they might fit into your solution is one challenge; figuring out how to tie them together adds a whole other level. Then you get into the details of actually designing, building, testing and eventually deploying your solution. You have questions – questions that seemingly would have obvious answers for someone who has done this before (if you could just find that person). You wonder if there are assets or resources that will help you deliver the solution faster. You inevitably will require some level of customization to your unique requirements. Hasn’t someone done this type of customization before? Is there some sort of pattern or best practice I should be following to avoid major problems down the road?
That’s what the ECM App Center is all about; a place where experts with experience building solutions using the ECM portfolio of products and technologies come together to collaborate. It’s a place where you can ask questions, have discussions, and look for resources and assets to accelerate your efforts. Overtime, it will become a one-stop shop for you, making it easier for you to navigate the vast ECM ecosystem to get the answers and help you need.
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,featuringDan 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!
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.
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.
...when all through the Hyatt, not a creature was stirring...except for the army of IBM folks setting up!
Just a fast note here for the blog, tomorrow - Thursday April 2, 2009, marks the start of the 2009 Regional ECM UserNet conferences, with Seattle (Bellevue, WA, technically) being the first. If you're already registered for the local conference coming to your area, that's great...but if not, get out there to the site and get registered HERE.
This year promises to have great announcements (including this very site being introduced to each Regional UserNet audience), hands on labs, educational breakouts, case studies, partner solutions/exhibits, and best of all, they're all FREE to customers thanks to sponsorship from IBM and their partners. Get out there and participate, and then come back to this site and continue the discussions that you'll start at those sessions.
I am lucky to be going to the Seattle meeting, and I happen to be president of that local chapter, so I'm hoping we have a great turnout! Until next time...CTRL+ALT+DEL! --Ian
PS - I have it on good authority (from the easter bunny) that IBM will be announcing that they've decided ECM doesn't matter any more, and will be advocating the use of paper from here on out, so stay tuned for that announcement as well - how's that for a lame attempt at an April Fool's Day ECM gag?
Holey moley - are your feet tired? My feet are tired. Lotusphere and Connect had so much to offer that I found myself running back and forth
-- sessions at the Swan, sessions at the Dolphin, demos in the exhibit hall, lunch at the verrrrrrry end of the long hallway, chatting all
night with colleagues and customers and clients - hearing how YOU are all putting your content to work through social applications - it was
amazing! Although it does feel good to sit down at a desk again, being here instead of there doesn't keep me from being social - how
about you? In addition to our team's social media outlets (here on the blog, natch! and twitter @IBM_ECM), our team is excited about bringing Social Content Management and collaboration to
How about the Lotusphere opening keynote? Wow, right?! Nothing gets you revved and ready for a conference like a live rock performance
at 8am. Thanks to OK GO! (@okgo) for an excellent performance. And then round it out with some
inspirational advice from Michael J. Fox (@realmikefox) -- and don't bother asking, he doesn't
know where to get a hoverboard. Not to mention, all of
the big announcements and news that came out of it. Thank you to YouTube user DSkiedit for putting together this 60 second recap of the
Ken also met with some Industry Innovators for a discussion about Social Content Management. Watch him here with John Mancini, President of AIIM (@jmancini77) and find out what it means to be social (hint: it's more than a Twitter account) and how your business should put its content in motion to gain the most value.
We hope that you had a successful Lotusphere and Connect and are as excited as we are about making your business more social and putting your content in motion. Let us know - what was your favorite part of the conference? How can IBM ECM help you meet your Social Business goals?