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.
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?
This has been a very good three weeks for Content Management Interoperability Services specification. During this time, IBM has released a tech preview supporting the Public Review draft version (.7), OASIS has announced the Public Review for CMIS, and Oracle and SharePoint both discussed and announced support for CMIS at their annual conferences.
We are looking forward to CMIS 1.0 being complete and the interoperability it will bring across the vendors such as SharePoint on top of IBM ECM repositories as well as better connectivity with SAP Business Applications that want to leverage content.
We will keep you posted on how this effort progresses as well as the new opportunities it opens up. In the interim, please check out the specification and think about how this can help you in managing your information needs across your organization.
It’s that time again. IBM is hosting “Putting Content to Work: ECM UserNet 2011." This year’s agenda offers even more than previous events…including 37 breakout sessions in three unique tracks: IT, business and RIM & Legal. You can learn more details about the sessions and agenda at http://www.ibm.com/software/ecm/events/usernet, but some highlights of the day will include:
Learning best practices for reducing risk and cost
Hearing key learnings from the Compliance, Governance and Oversight Council’s (CGOC) latest benchmark report
Discovering the value of defensible disposal
Networking with other legal, compliance and RIM professionals
Matching wits with IBM’s Watson in a game of Jeopardy!
There are 12 cities in the US and Canada to choose from, in a roadshow running from April 12 – June 15. Best of all there's NO COST TO ATTEND.
Will you be attending Lotusphere 2010? We will! Come visit IBM ECM in the IBM area in the Product Showcase at pedestal number 17.
We'll also be scheduling one-on-one meetings to address your individual questions. Meet with our experts and executives during your available time during the show. Interested? Stop by the pedestal during the product showcase hours or email Mia Winn to schedule a meeting in advance.
Don't forget to add our ECM speakers to your Lotusphere agenda!
I wanted to share some resources available to you. At The Archive and eDiscovery Solution Information Center (http://publib.boulder.ibm.com/infocenter/email/v2r1m1/index.jsp) you can find product information for IBM Content Collector, IBM InfoSphere eDiscovery Manager, and IBM InfoSphere eDiscovery Analyzer. In this version of the information center, you can filter information by product, version, and repository type. In addition, there are four multimedia viewlets for conceptual introduction, including cross-product (showing how eDiscovery Manager and eDiscovery Analyzer work together):
If you are an administrator you can take a guided tour of eDiscovery Analyzer guided tour for administrators (http://publib.boulder.ibm.com/infocenter/email/v2r1m1/topic/com.ibm.eda.doc/tour/eda_admin_tour.htm?noframes=true)
If you are an end user you can take a guided tour of eDiscovery Analyzer guided tour for end users: http://publib.boulder.ibm.com/infocenter/email/v2r1m1/topic/com.ibm.eda.doc/tour/eda_admin_tour.htm?noframes=true
Take a tour of the information center (http://publib.boulder.ibm.com/infocenter/email/v2r1m1/topic/com.ibm.emailtoc.doc/edisco_viewlet.htm)
The IBM Content Collector product has a local, installable information center where you can add eDiscovery Manager and eDiscovery Analyzer information via an updater tool.
Content Manager OnDemand will be broadly represented at IOD this year. The team and I look forward to seeing you there.
Expo Center Bayside C
The Expo opens 6pm Sunday Oct 25th and will remain open throughout the event.IBM Content Manager OnDemand will be featured at Booth 806 - in the mini theater, and at a demo pedestal with IBM Content Manager.
IBM Content Manager OnDemand Update
Time: Mon, 26/Oct, 02:45 PM - 03:45 PM
Location: Mandalay Bay North Convention Center - Islander E
The OnDemand User Group is sponsoring an event just for OnDemand users on Thursday, Oct. 29 from 9:00 a.m. to 1:00 pm. Greg Felderman will be presenting the OnDemand roadmap and will moderate a Q&A session. The session number is UGM-3882. It will be located in the Jasmine F conference room.
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.
Many of you have mentioned that you find it difficult to identify the ECM sessions at IOD GC. I have uploaded the tentative list of sessions on slideshare. Take a look! Keep in mind that Early Bird registration ends August 31, so take advantage of the early registration. Go to the conference website to register:
We hope that you had as good of a time at IOD as our team did. There was so much to get excited about, including the winners of our Innovation Awards!
Business Value Award: Novartis International AG
Novartis deployed IBM’s Information Lifecycle Governance and Management solutions, including value-based Retention and Records Management, eDiscovery and Defensible Disposal. The company has established a framework to modernize and refresh their information taxonomy, the laws that dictate retention, and data privacy and protection requirements globally. They maintain centralized retention control with localized responsibility synchronizing activities of 1,800 records coordinators. Novartis has significantly reduced litigation and compliance risk with effective disposition of content, accurate and actionable retention schedules and eDiscovery processes consistently applied across the organization.
Best Business Transformation Solution: Tejon Ranch Company
Tejon Ranch installed IBM ECM applications to streamline content-centric processes across different functions, drive more successful case outcomes, and automate its records management function.The business projects a risk reduction and a savings of more than $4 million dollars in core operations over the next three years through reduced workload, travel, paper and shipping costs. Tejon has developed enterprise policies for the management of records, classification, retention and disposition and hold management using IBM Information Lifecycle Governance solutions.
Best Overall Cross IBM Solution:U.S.Nuclear Regulatory Commission
NRC uses IBM products for automated scanning, content assessment, classification, content collection and storage of incoming documents resulting in quick assessment of content relevance and immediate availability. NRC switched from a manual identification and collection process to an automated one using Information Lifecycle Governance solutions including Smart Archive and eDiscovery.The NRC is now able to respond to Freedom of Information Act (FOIA) requests in days vs. weeks or months.
Award for WellsFargo: Best BAO Strategy and Execution Award
Wells Fargo originates more than $100 billion in residential loans per quarter.To support this business, the company images 80-160 documents per second. Using IBM software, Wells Fargo has initiated a company-wide imaging product to improve customer lending.Wells Fargo is making the loan process more efficient and effective through the use of images, data and better document management. The solution provides the infrastructure needed to enable straight through, exception-based loan processing while reducing costs associated with operating, maintaining and supporting its custom imaging solution.
Congratulations to all of our winners, we THANK YOU for partnering with IBM to create smarter solutions that work for your customers.
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.
Insurers – do you find it difficult to provide quality,
cost-effective customer service to your policyholders and agents? You're not
alone. Many insurers face the same challenges in today's market. Paper-based
processing environments are not conducive to providing high levels of service,
which your policyholders and agents expect. But how can you overcome these
Join IBM and TriTek Solutions for a one-hour webcast on
November 27, 2012 which will cover key points to maximize your investments in
document capture and retrieval solutions. During this session, we will also
share case studies of several successful implementations at both Life and
P&C insurance organizations.
A live Q&A session will be hosted at the end of the
webcast, so bring your questions for our experts!