SOLUTION OVERVIEW

EMC DOCUMENTUM XCP Accelerate the development of custom content-enabled solutions to support case management

ESSENTIALS

• For IT:

– Accelerate the application

lifecycle and decrease

deployment complexity

– Eliminate the need for

traditional development

– Effectively accommodate

changes and upgrades

to systems, environment

and infrastructure

– Improve the user experience

and boost productivity

– Enhance enterprise

applications with content

– Reduce costs and improve

operational efficiency

– Handle data security and

information integrity

• For the business:

– Build the foundation for

intelligent case management

– Improve visibility into

customers and trends

– Manage and relate

information from many

sources

– Automate the decision-

making process with

flexibility for human insight

In an ideal world, creating and developing solutions to meet the requirements

of individual business use cases would be fast and easy. Instead of expecting

users to make do with one-size-fits-all solutions, or painstakingly building coded

custom applications, IT departments could deliver solutions quickly and adapt

them as business needs change. Instead of incurring the expense of building,

maintaining, integrating and upgrading custom applications, your IT team could

cut costs and reduce lengthy development cycles. You could deliver modern

applications with elegant, intuitive user interfaces and built-in process steps

for individual use cases, capable of pulling together information from a variety

of disparate sources and providing a complete audit trail.

In fact, that ideal state is a reality today. With EMC® Documentum® xCP, IT teams

can build a wide range of cloud-ready business solutions to support information-

intensive, decision-oriented and process-centric requirements. For example:

• An insurance company must manage and relate information from multiple

systems and sources, including Big Data. A complete record of all related

content, correspondence and interactions must be maintained for audit or

regulatory purposes, with full visibility into customer activity and the ability

to monitor trends.

• A commercial bank must automate and improve decision-making processes

for customer service, such as whether to approve or reject an application for a

product or service—a loan, a line of credit and so on. Measurements such as

key performance indicators are required for continuous process improvement.

• A healthcare provider must automate manual, repetitive or exception-based

processes, yet allow for human insight. Work queues must be established

across a set of information workers with a variety of skills to ensure that work

can be delegated or escalated to other individuals as appropriate.

EMC Documentum xCP offers an entirely new approach to these and similar

scenarios. In short, xCP is a flexible development platform designed to help IT

teams quickly and cost-effectively compose modern applications to expose and

exploit the full value of the organization’s information—deploying content-enabled

solutions on top of the Documentum platform. xCP accelerates the application

lifecycle, decreases deployment complexity and effectively accommodates

changes and upgrades to systems, environment and infrastructure, while enabling

design of personalized user interfaces. The result is a new level of flexibility for

IT in meeting the needs of the enterprise for streamlined processes, productivity

improvements and better business outcomes.

SOLUTION OVERVIEW

CENTRALIZING RELATED INFORMATION IN AN ACCESSIBLE CASE FOLDER

Today, most knowledge workers managing a transaction must search through

multiple sources to gather the right content. They expect that the file contains

all the right evidentiary documentation to support decision-making as well as

compliance—which, in fact, it may or may not.

xCP streamlines this manual, error-prone process with a mechanism in place

to assure completeness of documentation. Rather than a workflow-driven

process, the case management approach supported by xCP recognizes the

interdependent relationships between data, content, people, systems and

policies.

xCP employs an enhanced data model and integrated content analytics that help

identify, collect and manage related information and interactions in the right

context. This information is stored in a common location: a case folder. The case

folder maintains a complete record of any content that was added, viewed or

changed, including any interactions that took place between people, decisions

that were made, and processes and policies that were applied. This “virtual folder”

enables all users involved to collaborate on a particular case.

With a holistic view of cases centered around a specific transaction, users have

a complete view of relevant information and access to related deliverables.

They can create, locate, view, revise and manage any type or format of content—

including video, images, forms, documents, e-mail, records and correspondence—

using full-text search and faceted navigation to find what they need quickly.

There is no longer any need to search through disparate systems; related data

is centralized, and case folders are generated dynamically that store, manage

and route a complete record of related items, readily and easily available. Creating

an end-to-end audit trail is simple.

AT A GLANCE: DOCUMENTUM XCP IN THE REAL WORLD

Eaton Vance is one of the oldest

and best-known investment

management firms in the United

States. IT analysts recognized that

manual processes for capturing

and accessing new-account

paperwork were resource-intensive,

inefficient and error-prone, and

made it difficult to meet regulatory

obligations. Without a good

tracking system for the paperwork,

it was easy to miss transactions—

a costly oversight. By adopting an

automated capture, management

and workflow solution based on

EMC Documentum, Documentum

xCP and Captiva, the company has

achieved significant efficiencies

for both end users and managers—

and increased the number of new-

account openings by 24%.

SOLUTION OVERVIEW

And the user experience is role-based and contextual, presenting a personalized

view of information. With built-in content and process analytics, xCP supports

comprehensive reporting, enabling the user to view dashboards, charts and

dynamic reports associated with roles. This way, users receive access to the

relevant information required to support their decision-making. They can improve

their visibility into customers, for example, and set up their own key performance

indicators to monitor specific trends.

AUTOMATING DECISION-MAKING PROCESSES

Every enterprise has some policy or procedure in place for managing approvals,

whether formal and structured or informal and ad hoc. Controls are often

bypassed, however, as people step outside established processes in the interests

of time or expediency.

Regulated industries as well as policy-driven enterprises, on the other hand,

must follow set processes and standard operating procedures without deviation.

Yet they require flexibility for exceptions and situations where expert review

and approval is in order.

xCP automates management of controlled documents and workflows while

eliminating time-consuming manual steps, supporting compliance and validation

of rules-based processes. The workflow presents a complete set of information

for each step, with the proper controls in place, to support consistent, sound

decision-making.

All documentation involved during and after the approvals process is managed and

then archived in a secure repository for complete records and efficient auditing.

LEVERAGING REUSABLE CONTENT AND MODELS

Let’s take a look at how xCP works. xCP is built on the EMC Documentum

platform, leveraging its core content management capabilities: content import

and export, metadata, versioning renditions, security and library services.

The Documentum platform accepts and indexes all content types, paper or

electronic, and can access information from any business system.

All user interfaces and process models created with xCP are reusable, because they

are stored and versioned in the Documentum platform. Integrated composition

tools enable the rapid design of solutions that leverage business processes,

information models, reports and multiple data sources including big data.

xCP is integrated with EMC Captiva, which intelligently captures documents and

data and transforms it into usable electronic format for indexing and proper

queuing. It also integrates with EMC Document Sciences xPression for document

creation and distribution. xPression is a single platform supporting brand-

compliant corporate communications that can be generated to the customer’s

preference, then stored and archived.

AT A GLANCE: DOCUMENTUM XCP IN THE REAL WORLD

Halkbank, one of Turkey’s most

successful full-service banking

institutions, recognized that its

legacy document management

system was impeding its

ambitious growth plans. Unreliable

performance and lost documents

were no longer acceptable, and

inefficiencies undermined customer

service. In just three days, Halkbank

deployed and migrated assets

to centralized Documentum

repositories. Using Document xCP,

workflow efficiencies improved

150%, with the staff scanning

over 200% more documents per

day. Today, over 25,000 individual

Halkbank workflows are managed

daily by Documentum xCP

and Captiva.

SOLUTION OVERVIEW

xCP is broadly used by companies to build in-house solutions, by the EMC

Enterprise Content Division to create use-case-specific applications, and by

EMC partners to create solutions for their customers.

OFFERING SPECIALIZED FEATURES FOR DEVELOPERS

The xCP Designer contains a full library of prebuilt UI widgets, business-process

activity templates and data services. Use of data services reduces the cost of

coding and maintaining connections with internal systems by leveraging standards-

based messaging within a business process. This enables the exchange of data

and triggering actions in other business systems of record, such as customer

relationship management, ERP, supply chain management and databases at

runtime. Virtually all HTML-based business systems are supported, and no changes

are required to the infrastructure of the calling application. Integration can be

configured quickly by a fairly junior consultant.

AT A GLANCE: DOCUMENTUM XCP IN THE REAL WORLD

Tata Power, India’s largest

integrated power company, lacked

control over core business activities

that relied on unstructured data.

Manual workflow processes

resulted in lack of visibility into

non-transaction-based activities,

hindering critical decision-making.

Via Documentum xCP and Captiva,

Tata Power can now extract value

from unstructured data while

automating complex information-

intensive processes. The company

reduced workflow cycle times by

40%, and has gained access to real-

time monitoring and analytics to

drive informed business decisions.

Automating and integrating

processes enables the organization

to work effectively as a single entity

that shares information.

Through an active xCP development community, your team can access prebuilt

software accelerators, sample applications, libraries, utilities and design

patterns that incorporate best practices, accelerating time to value.

Deploying xCP involves a single installation of a single extremely lightweight

browser component. Nothing needs to change on the user’s desktop to enable

additional use cases.

CONTENT-ENABLING EXISTING APPLICATIONS WITH XIS

xIS, a standard component of xCP (no additional license required), represents a

new wave of systems integration. xIS enables delivery of rich, contextual content

at the click of a button without customization—essentially, documents on demand

without the need for costly integration software.

SOLUTION OVERVIEW

xIS is a small browser add-in that scrapes HTML and passes it to xCP. A lightweight

Web service tells the add-in what to scrape and what xCP page to call, based

on the URL from which xIS is called. The add-in provides rapid insight from the

source applications.

For the user, xIS is invisible; the user clicks on a browser button while looking at

an enterprise application—a CRM solution, for example. Context is passed from

the screen to the xCP application, with the key data already filled in.

From an IT perspective, xIS is in use without any change to the enterprise

application, as context is scraped from the underlying application’s HTML. HTML

is parsed and processed to deliver the context-appropriate xCP functionality.

(xIS does not include the browser component, since that depends on how your

company chooses to implement it in its current infrastructure.)

EVOLVING TO INTELLIGENT CASE MANAGEMENT

Traditionally used in social services, healthcare, banking, insurance and legal

environments, case management is a pattern of work that is rapidly expanding

into many other industries. Organizations are recognizing that a case management

approach can make information easily accessible, up-to-date, quickly tracked

and more manageable in the context of business processes.

EMC Documentum xCP represents the ultimate foundation for the move to

intelligent case management—merging enterprise content management (ECM),

business process management (BPM) and analytics to boost the productivity

of knowledge workers. ECM captures and stores all relevant business artifacts,

and enables them to be located quickly. BPM focuses on the processes and

workflows involved. Analytics extracts and organizes information to provide

relevant insight.

Intelligent case management takes these capabilities even further to manage

the entire lifecycle of your case processes, providing document and data capture,

ECM, BPM, search and analytics, collaboration, customer communications and

records management. With EMC Documentum xCP, your organization has the key

building blocks in place for intelligent case management—to work smarter and

faster while reducing risk, improving customer service and lowering total cost

of ownership.

REALIZING THE BENEFITS

Documentum xCP is available today—a proven solution that EMC has continually

improved to meet the needs of today’s enterprise. Organizations that want to

boost productivity for business users and developers alike, support effective

decisions and improve business outcomes have realized a rapid return on

investment with xCP.

CONTACT US

To learn more about EMC

Documentum xCP, contact your

local representative or

authorized reseller—or visit us

at www.emc.com.

EMC2, EMC, the EMC logo, and Documentum are registered trademarks or trademarks of EMC Corporation in the United States and other countries. © Copyright 2015 EMC Corporation. All rights reserved. Published in the USA. 03/16 Solution Overview H14954

EMC believes the information in this document is accurate as of its publication date. The information is subject to change without notice.