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.
Join us at IBMECMblog.com for a guest post from Mohammed Attar, IBM Case Management Business Leader
Businesses are evolving. In today’s world, customers are demanding better products and services. In the past, customers were able to pick only two out of the three qualities in the Triple Constraint: scope, cost, and schedule – this is no longer the case. Customers are now demanding all three, and they can invariably find a business to meet those requirements. In our connected world, customers are equipped with a wealth of knowledge. Thanks to the widespread availability of the internet, customers can draw information from varied sources and the far reaches of social media and unite to wield more power in the business-to-consumer relationship.
Like in nature, as the customers evolve, so must their business counterparts. Businesses are constantly redefining their processes. Products today are better than what they were 10 or 20 years ago. Services are being performed more effectively and more efficiently to match growing demand. Even software capabilities developed 10 years ago are outdated and underperforming due to the breakneck pace of how fast businesses and business content is moving and evolving. Businesses need software that can handle the changing needs of their enterprise.
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.
Today’s guest post is courtesy: Doug Hunt, General Manager, Enterprise Content Management
As Big Data & Analytics continues to drive new efficiencies and create value, the definition of the “knowledge workers” is broadening to include all users in your organization and the inclusion of content in a wide variety of your solutions is becoming increasingly more critical.
“Big Data” includes a tremendous amount of content and it’s this content that the Line of Business (LOB), IT departments and the CIO need to work together to provide new ways to collaborate and engage and manage it for users anywhere they need to be productive, make better decisions, and deliver better business outcomes.
Last week, IBM announced a bold and new Software-as-a-Service (SaaS) solution called IBM Navigator on Cloud. IBM Navigator on Cloud is designed to make us knowledge workers more productive and effective by providing a better way to engage with others, manage, and synchronize the content that not just knowledge workers, but that we all need across the web, mobile and desktop devices we use everyday.
This solution is based on the same Enterprise Content Management (ECM) technology, including the leading mobile experience in the content industry, which Gartner, IDC and other analyst firms have once again recognized as the undisputed market leader. IBM Navigator on Cloud demonstrates our investment in the future that will create even more separation from the competition.
The introduction of IBM Navigator on Cloud not only enhances ECM’s leadership, it also strengthens IBM’s overall Big Data & Analytics offerings. The Big Data & Analytics portfolio exists to help clients deliver competitive advantage through content and data. IBM Navigator on Cloud makes it even easier for clients to exploit the content that fuels their most critical work and processes.
Please take a few moments to watch my video interview to learn more about the launch of our exciting, new solution. You can learn more and find more interesting details in today’s press release and be sure to listen to the replay of our webinar.
Are you planning to attend the OnDemand User Group (ODUG) meeting that is taking place during IOD? This year for the first time, these meetings will be simultaneously broadcast via the web so even if you're not able to attend IOD in person, you can still join the sessions.
Hear AT&T and other users talk about Enhanced Retention with CMOD
See what the new IBM Content Navigator can do for CMOD
Learn Information Lifecycle and Governance Best Practices for CMOD from other users
If you're attending IOD, there's no need to RSVP – just join us in Tropics B! If you want to join us online, please register for each session below.
When: Thursday, November 7, 2013
Where: Mandalay Bay Convention Center, Tropics B
The New IBM Content Navigator
IBM's Senior Product Manager Ian Story will lead a guided tour of the new IBM Content Navigator and its benefits to CMOD users, including Mobile ECM capabilities, CM8 and CMOD federation, e-Client/pClient replacement functions and much more.
Although I have been involved in document capture for over 20 years, it was not until Datacap joined forces with IBM in 2010 that we started to meet regularly with large banks to help them address their massive mortgage processing challenges. Even given all the things that I had learned over the years about high-volume document capture, I have been surprised just how many nuances and special considerations that there are when it comes time to scan a mortgage.
Are you considering scanning and advanced document capture in your mortgage business (or are you just interested in learning more capture tricks-of-the-trade)? If so, then here's my list of the two most important ways that mortgage document capture is special:
1) Document = Batch
Most document capture applications are batch oriented. Why? Because it is almost always more efficient to scan a number of documents all at once (a "batch") versus one at a time. It is also a very useful simplification technique to reduce the number of "things" to track by grouping them into a batch, for example, if a batch consists of 50 documents, then there is a 50-to-1 reduction in 'things' to track.
There are some situations, however, where each document is its own batch. For example, this is often the case when the capture system reads from faxes. Typically each transmission is read into its own batch, and the sender is typically sending one document. Bank branch batch capture (described here) is another good example, where a customer hands over a document to a branch officer and that officer scans that document as a “batch.”
But mortgages are different. Depending on how you count documents, a mortgage packet of 200 or 250 pages may consist of 15 or 20 fairly generic document types up to 50 to 75 very specific doc types. In other words, the one meta-document, the "mortgage," is made up of many different individual documents, e.g. the loan agreement, proof of employment, liens, etc.
2) The primacy of document classification
For many years, advanced document capture was called "forms processing" because the task was to read data off of fixed forms. The archetypical application of forms processing technology was reading tax returns for government revenue departments. There may be different tax forms and schedules, but typically they had bar codes or other easy-to-identify distinguishing marks. (Read the Virginia Department of Taxation case study.)
A mortgage "document" with all its sub-documents is a completely different beast. In the packet there may be some forms with bar codes, but there are many pages that have to be "read" to figure out what they are. The biggest task - by far - when processing a mortgage is to figure out what each of the sub-documents is, and where they end and the next begins. There's no easy one-size-fits-all solution. Doing a good job requires an armory of techniques, some simple and fast like bar code recognition, and some much more sophisticated such as fingerprint matching and textual classification via content analytics.
Of course, mortgage processing shares many challenges and processing characteristics with other large-scale document capture environments. For example, demands for timeliness are high – getting the documents into the repository at the first possible moment in order to make them available for loan servicing or other parts of the organization. And there is a role – in some organizations – for remote capture in a browser or through MFPs of mortgages and/or related follow-on documents.
Mortgage processing is a bit different than many, perhaps most, document capture applications. But if you have any experience in document capture, you know that one of the enduring characteristics of capture is that it is “hard” exactly because each application is different. Even within the category of mortgage processors - e.g. originators, wholesale, correspondent – each have different needs on what document sub-types they want to identify. The knowledge and experience of one implementation can help with the next, but it is never just a matter of plugging in the same application for two different banks and expecting them to both work the same way!
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.
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.
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
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 IBMClientCenter: 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
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
Guest post by Steve Studer Offering Manager - IBM ECM Marketing
Products and Strategy
Observing the success of social networking and content
search tools reminds me of one of my favorite books called "Connections"
Burke. What I find they have common
is that a business' success is very much dependent on content being utilized
meaningful ways, e.g. connecting that content to the right people who can then
leverage the information for multiple purposes. Mr. Burke sites that one of the
biggest catalysts that changed the world was the establishment of the Library
in Venice where every ship arriving to do trade
was asked to provide books that were then reproduced by scribes and made
available to anyone who came to the library of Venice. What I find so fascinating is how the
idea's presented in this book was also adapted into a popular television series
on PBS and is now is electronically available. To me the essence of Social
Collaboration is to connect content to people and processes and to provide
context where Idea's can be freely exchanged. This typifies why IBM
Connections Enterprise Content Edition is so important to business today.
By the way, anyone interested in reading the book or watching the TV series can
for "Connections by James Burke" or View the multi- part
documentary on YouTube or buy the EBook
As James Burke often points out, the library concept expands
knowledge transfer at the same time it can be a great catalyst for change.
Connecting content with people can be the greatest incubator for expanding
abstract ideas. One case in point that happened to me just last week was one of
my colleagues found a WIKI link which I had authored and tagged in IBM's
Internal Connections site. What I found
so interesting was how the person discovered me. I had tagged a document inside the wiki with
meta-data tags for content analytics and social collaboration. I turns out this
person is working with several customers and was looking for an expert on the
topic of Social Content and any presentation materials that could serve as
educational tool for the customer.
Reaching the assets was only small part of her solution to her
challenge. The fundamental piece she
needed was connecting with the right subject matter expert who could help
present these concepts. I'm happy to say
I made her day because she was able to intuitively navigate our internal Social
Content community, locating both the content and expert, literally giving life
to the meaning “context to content and people”.
In closing, as James Burke so brilliantly points out, the
transfer of knowledge is the greatest catalysts for change. Consider what
wonders man has been able to expand upon when the transfer of information
happened at a wind and sails pace and the medium was primarily paper in the
form of books or correspondence. Back
then, the sharing of content and knowledge was rarely done face-to-face because
of the time it took to travel long distances, e.g. weeks, months and many
instances even years. It is unfathomable to me the impact that these new social
tools will have when you consider that connecting content with people on
opposite ends of the world can now be linked at the speed of Ethernet, not to
mention the ability to share that information through multiple social and
mobile content mediums. These new
technologies will definitely contribute to the "The Day the Universe Changed"
or at minimum a Smarter
business creates opportunities as well as challenges. How will you securely
integrate your existing content with blogs and wikis? How do you make the most
of your existing content management systems?
To help you
answer these questions Cengiz Satir spoke with top social business leaders to
discuss these topics and more.
here to download a series of podcasts, including a conversation with
Doculabs on Social Business and Enterprise Content Management. Find out how to
keep users satisfied and your corporate knowledge in-check. And hear what IBM
is doing to help create productive experiences among employees, suppliers,
partners and customers.
getting the most from your social business initiatives?
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 SolutionCenter 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.
organization creates more social, mobile, and content-centric applications the
amount of content to be shared and managed can be a little scary. Not only do
you need to ensure that the data is available and usable, but you'll need a
solid governance plan and security protocol. But where do you begin?
Satir, program director for IBM Enterprise Content Management believes that
Content Management Interoperability Services (CMIS) is the answer. CMIS
addresses the challenges of content that needs to be shared across repositories
and systems while improving operational efficiencies. He agrees with AIIM
president John Mancini who says "CMIS is a standard whose time has
has written a white paper covering CMIS "Content
Management Interoperability Services, A Social and Content-Centric Wave"
that is available by clicking this
link. In it, you will find information about how to cut costs and enhance
productivity through the use of metadata taken directly from social and mobile
applications. Learn how to avoid reliance on inflexible, proprietary ECM
solutions, as well as using web 2.0 technologies to drive more informed
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 SolutionCenter 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.
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 SolutionCenter 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.
Join us for Content in Motion: ECM UserNet 2012! You can join a broad spectrum of business,
legal and IT professionals focused on maximizing their content to drive
business results. In addition, industry experts from IBM, its clients and its
important solution provider community will share the latest enterprise content
management (ECM) tools, strategies, methods and success stories.
Content in Motion includes three tracks designed to meet
the needs of seasoned ECM veterans and new recruits alike:
Acceleration—IT professionals will get their
hands on the latest ECM products from IBM and network with seasoned ECM
Velocity—Business executives will hear how
analytics, case management and industry-specific solutions are changing
the way companies listen and react to customers.
Governance—Legal and compliance
professionals will gain a better understanding of how information
lifecycle governance can lower cost and risk.
Sign up for these local events at no cost. We will be in a city near you soon!
HIMSS is only a few days away – have you finished planning
your schedule? IBM has so much to choose from that we hope you'll include us in
your plans! ECM has some fantastic things to offer your organization and we're
proud to demonstrate these abilities to you at pedestals 10 and 13 of the IBM
Solutions for Care Coordination – pedestal 10
Learn how Intelligent Care Delivery Analytics (ICDA) Portal
capabilities can help your organization:
•Multi-factorial patient characteristics and risk
factor analysis used to predict disease risk
•Comprehensive patient similarity analytics for
treatment comparison and effectiveness across similarity cohorts
•Personalized patient/physician matching with
outcomes based predictive modeling
•Care services utilization analysis, and
unexpected pattern detection
•Packaged to allow standalone use, with a current
Business Intelligence platform or as an integrated capability in IBM’s care
The Advanced Case Management (ACM) team will walk you
through a basic "day in the life" of a Care Coordinator. Beginning
with an "at risk" patient and will demonstrate how a care plan is
created, shared, and how important tasks and updates can be made. Care plan
details include medication updates, adding team members, and making
Discover Clinical and Operational Insights – pedestal
IBM Content and Predictive Analytics for Healthcare (ICPA)
is the first Ready for Watson solution and is synergistic to IBM Case Manager
and IBM Datacap. Together, these offerings help accelerate the delivery of low
cost, accountable care by revealing clinical and operational insights.
Visit pedestal 13 to see demonstrations of three ECM
offerings, ICPA, Datacap and Advanced Case Manager, work together to:
•Derive insights for action in ways not
•Combine unstructured and structured information
for more informed bossiness intelligence
•Support analysis and visualization of
•Enable care providers, executives and knowledge
workers to Interact with information
•Integrate with other systems like Cognos, Data
Warehouse, MDM and the Healthcare Data Model
•Convert paper, fax, and electronic attachments
to digital files
•Use Datacap Taskmaster Flex to visually separate
single and multiple page documents
•Data is compared against Business Rules to
assure data accuracy
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?
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
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.
The release of FileNet P8 Version 5.1.0 products brings with it new features in the information center. The IBM FileNet P8 Version 5.1.0 information center features collaboration tools, including commenting on help topics and sharing examples. The information center now includes information that was previously available only in PDF documents. And upgrading and configuring information has been expanded.
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.
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!
The ECM Regional UserNet events, hosted by local ECM user groups in partnership
with IBM, are designed to bring together an extended local ecosystem of talent
to draw and learn from including clients, IBM ECM experts and ValueNet partners.
Attend one of this year’s Regional UserNet events at no cost where you can:
Participate in an exceptional agenda including keynote presentations
from industry leaders, over 36 breakout sessions delivered by our product
experts and business partners, and don’t forget the product demos and hands-on
Leverage the many networking opportunities to share ideas for using
information to drive ROI, reduce costs, manage risk and improve case management.
Experience real-world solutions and the latest industry innovations that
can help your organization achieve an information-led transformation.
you are an IT professional, senior executive, part of the legal department, a
line-of-business manager or compliance officer, this is your opportunity to
participate in the exchange of best practices and experience the leading
industry solutions. Best of all, these events are FREE!
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.
Now that P8 4.5.1 has GA'd, here's another big information deliverable -- customized installation documentation.
Basically, we've heard loud and clear from you, our customers that about 1/3 of the two main installation documents (Plan and Prepare Your Environment for IBM FileNet P8 and IBM FileNet P8 Platform Installation and Upgrade Guide) apply to your environment. During this release, we converted the source to XML DITA and applied metadata so that we can produce shortened PDFs of the documentation based on specific metadata values, such as: operating system, application server, database, LDAP server, and so forth.
We've pre-built 18 different combination's that we think best match what you are using:
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:
In Part 2, Randy spoke of the process to identify ECM CC services packages and tiers. During that exercise the services were prioritized based on the project pipe line when the services will be needed. In this part, I will focus on developing a staffing plan to deliver and support the planned services and projects. There are a number of activities that must be understood to develop a well thought out staffing plan. First the organization needs to establish a project concurrency capacity objective. The number of concurrent projects will determine the number of resources and skills mix needed to deploy solution leveraging the ECM CC Community services.
Once the number of concurrent projects is determined, then the information gathered in the Evaluate Current State step of the roadmap can be used to define an organization leveraging many of the ECM skills that currently exist in the organization. A plan is defined to address the skill gaps and take into account the prioritization of the projects in the pipeline, as well as the concurrency objectives when determining a timeline and the immediacy of filling the gaps. Once the timeline and immediacy is understood, the plan would outline the approach to fill both short term and long term gaps. For some skills it may involve contract resources to address immediate needs while leveraging those resources in a mentoring capacity.
Here is an example of the impact of the number of concurrent ECM enabled projects on the staffing of an ECM CC.
In this example, an IBM ECM CC modeled customer looked back at the projects they deployed over a year and determined the average number of hours by role. They also determined an average elapse time of the projects, which was 3½ months for an ECM engagement for the given year. With that information they determined that if they started 1 new project per month that it should average 3½ projects being managed in a given month. In the above chart you can see the impact this organization saw when managing 3½ projects concurrently and the impact if more projects are introduced on a monthly bases. This analysis helps them to determine staffing needs given the amount of work that the steering committee had established as guidelines.
The next part in this series will discuss developing an ECM CC Engagement Process. This is one of the Best Practices and Standards that needs to be developed to guide ECM Solution delivery and helps the organization to take full advantage of the benefits of having an ECM CC.
In the meantime, please feel free to leave feedback or suggest topics that you'd like me to explore. Love to hear from you!
Hello, my name is Juliette Paquin – Julie for short. I will be taking over for my colleague, Randy Wilcox in contributing to this blog from the ECM Lab Services point of view. Lucky for us, Randy will continue to share his expertise within the community, but will be changing the focus of his blog to cover Text Analytics and ECM.
A little bit about myself, I have over 24 years of experience in IT application development and consulting, with more than half of my career spent working within ECM. Since joining IBM in 1997, I’ve held a number of roles across 2 divisions, working first in Global Business Services and now in Software Group Lab Services. I’ve helped customers across many industries to define ECM solutions to fit their needs, and I’ve helped IBMers define repeatable offerings to assist customers in implementing ECM software.
Content management solutions are so much more than just the technology. Don’t get me wrong, we could do nothing without the underlying ECM platform. I know from many years of experience, however, that it takes so much more to be successful. I intend to discuss some of the supporting activities for ECM deployment and some of the considerations for how to complete the implementation.
In chatting with Randy, I know that he did not get a chance to complete his multi-part series on ECM Shared Services. I intend to work with Randy to get that series completed so that none of you are left hanging (I know you’ve been on the edge of your seats!). Look for Part 3 to be available shortly.
Unfortunately, I had to make last-minute changes to my travel plans and will not be attending the IOD EMEA Conference in Berlin. Fred Monjazeb will deliver the ECM keynote, and ECM executives will meet with customers and partners. The conference is in good hands, and I look forward to hearing how it went.
the last post (Part 1) I indicated that we were going to talk about the first
steps of the establishment of an ECM Center of Excellence organization. But
before we go there we have a few other things that need to fall in place.
Establish a ECM Program and Program Manager
ECM to be successful at a enterprise level, it must be treated as a program. A
program with a Steering Committee that is representative of the whole
enterprise and leverage it to provide guidance, impetus, and a high-level
sign-off for company-wide issues such as the corporate taxonomy, key metadata,
and security models as well as critical SLA and Disaster Recovery/Business
Continuity requirements. The ECM Steering Committee is responsible for the
establishment of a ECM Center of Excellence, first by assigning a ECM Program
Manager that is responsible:
program services are visible, planned and managed to the client’s goals and
the development of ECM vision and strategy
development, promotion and management of ECM services
creation and adherence of best practices, proven methodologies and processes
continuously refine COE metrics and management reporting
Develop an ECM Program Roadmap
of the first item of the ECM Steering Committee is to assign resources to work
with the ECM Program Manager to develop an ECM
Program Roadmap. First step of the ECM Program Roadmap is to evaluate
current state followed by gathering current and future business and IT needs.
Once the current state and needs are determined then the high-level future
architecture is defined. A gap analysis from current to future is performed
which drives the rest of the ECM roadmap. The roadmap needs to address both the
ECM COE development/implementation, ECM technology planning/design/deployment
tasks and the establishment of measurements/system validation tasks.
ECM COE Foundation Development group of tasks in the ECM Program Roadmap,
includes the identification of needed services, and a development plan for the
COE resources. The development of key ECM COE processes to run the COE as well
as develop and deliver the needed services.
ECM Technology Planning & Design group of task focuses on the development
of the ECM Technical architecture and produce the architecture artifacts to
integrate into your Enterprise Architecture. On of the important artifacts that
I want to point out is the concept of Solution Patterns. Later I will discuss
packaged (tiered services) and these solution patterns provide governance when
to use particular packages and provides guidelines around the extension
(customization) of these packages. The other activity of this grouping is the
development of an ECM Technology Deployment Plan which will be a detailed plan
and timeline of the deployment of all the ECM underpinning as well as the
services provided to the organization
Identify ECM COE Offered Services
evaluate the current state (first swim lane) of the ECM Program roadmap,
information was gathered to define a high-level architecture to meet the
business/IT needs. Now the ECM COE resources look at the business
challenges/objectives and the future architecture and define appropriate levels
of functionality for various segments of the potential user base.
COE and business units work together to define various packages or tiers of ECM
functionality (for example: ranging from packages with basic store-and-retrieve
capabilities, to more advance packages offering revision-control and automated
workflow capabilities). Other tiers may take into account the acceptance of
change in the business units. Some business units may desire mature services
and avoid change while others may require more leading edge technology which
typically involves introduction of technology on a more frequent basis.
leveraging package solutions is the desired for fast deployment and cost
containment of ECM to the business, it may not meet all the requirement of the
business. In that case the package can be used as the base and custom
components augment the package to meet the business needs. All custom
components will be design with reuse in mind and could be considered ECM COE
services as well.
the Current/Planned ECM technology and the project pipeline, a prioritized
delivery plan of packages and custom components can be developed. The Industry
ECM Direction can be used to determine other services/packages that might need
to be developed that are not currently needed by projects in the pipeline.
Services that have no immediate need but need is expected in the near term,
should be noted and once the ECM COE has needed services implemented, these
will be areas of research focus (Research is a key recommended process that
will not be discussed in this presentation).
far we have been talking about technology services but the ECM COE also
provides Advise & Consult Role based services to the enterprise. Services
Solution Design Services – ECM COE Architect Role provides the knowledge to
develop business solutions leveraging the ECM technologies. These solutions can
be either: Content Storage and Retrieval Solutions: These solutions are
primarily focused on centrally managing content (paper and electronic) as well
as content retrieval. Typically a generic client is provided for retrieval.
Document Centric Workflow Solutions: These solutions not only focus on
centrally managing the content but managing the business process that leverages
the content. Typically this will be a BPM application with a customized user
Solution Requirement Gathering Services - ECM COE Process Designer/Business
Analyst provides the skills to help the business gather and understand their
requirement and translate them into ECM solution requirements. This information
is then used by ECM COE Architect to more efficiently and accurately design a
Modeling Services - ECM COE Process Designer/Business Analyst is
knowledgeable in principles of process modeling as well as the tools to assist
the business with documenting their current and future process with ECM
technology enablement. The ECM enable process models then can be used by the
technical designer to automate the model with the BPM tool
Technology Research Services - ECM COE provides the skills to evaluate and
research new ECM technologies and help the business in the selection of
technologies to meet their requirements
ECM COE role services should be indentified during this exercise so that it can
be communicated to the customers resulting in strengthen ECM solution provided
by the ECM COE
time flies when having fun. I am out of time and my daughter is waiting for me
to tuck her in so on the next post we’ll pick up with a discussion of the next
step of a ECM COE Foundation Development.
let me know what you think. All feedback is greatly appreciated.