What is New in IBM ECM Products - FC - Jan 2012.ppt · What is New in IBM ECM Products Jan 2012...

What is New in IBM ECM ProductsJan 2012

Feri ClaytonDirector, Product Management

IBM Enterprise Content Management

Please Note �

IBM’s statements regarding its plans, directions, and intent are subject to change or

withdrawal without notice at IBM’s sole discretion.

Information regarding potential future products is intended to outline our general

product direction and it should not be relied on in making a purchasing decision.

The information mentioned regarding potential future products is not a commitment,

promise, or legal obligation to deliver any material, code or functionality. Information

about potential future products may not be incorporated into any contract. The

development, release, and timing of any future features or functionality described for

our products remains at our sole discretion.

© 2012 IBM Corporation

our products remains at our sole discretion.

Performance is based on measurements and projections using standard IBM

benchmarks in a controlled environment. The actual throughput or performance that

any user will experience will vary depending upon many factors, including

considerations such as the amount of multiprogramming in the user's job stream, the

I/O configuration, the storage configuration, and the workload processed. Therefore,

no assurance can be given that an individual user will achieve results similar to those

stated here.

Agenda

� IBM ECM Portfolio Overview

�Roadmap

�Product highlights - What Is new

– Imaging and Capture


– Imaging and Capture

– Social Content Management

– Information Lifecycle Governance

– BPM and Case Management

– Search and Analytics

3

Report Title Position Publication Date

Gartner MQ for Enterprise Content Management Leader Oct 2011

Gartner MQ for Enterprise Information Archiving Leader coming soon

Gartner MarketScope for Enterprise Records Management Strong, Positive Aug 2010

Forrester Wave for Enterprise Content Management Leader Nov 2011

Forrester Wave for Message Archiving Leader Mar 2011

Forrester Wave for Dynamic Case Management Leader Jan 2011

IDC Archive Report Leader Oct 2011

Case ManagementECM

IBM ECM Leadership in 2011

INTERNAL USE ONLY © 2011 IBM Corporation4 © 2012 IBM Corporation

Case ManagementECM

Legend: Significant change in position Improved position

Content in Motion = Value, Content at Rest = Cost

Capture it.

Analyze it.Activate it.

Socialize it.Govern it.


Delivering business solutions that solve key client needs

Content Analytics Solutions•Complementary on-ramp to Watson•Healthcare insights

Imaging & Capture Solutions•Benefits enrollment•Accounts Payable

Capture

Govern

Socialize Activate

Analyze


ACM Accelerators•Financial crimes

•E-Tendering•Care coordination

•Education intervention system

Social Content Solutions•Employee Onboarding•Student intervention

Holistic Governance Solutions•eDiscovery for Legal•Defensible disposal for CIOs

New for Q1

• Education (Instructional

Intervention System)

• Healthcare

(Care Coordination)

Enterprise Content Management ®

IBM ECM Overview

Web, mobile, desktop tools, dashboards and solution applications

Role-based user interface services

© 2012 IBM Corporation7

Repositories: IBM and othersDatabases, app servers and directories Storage: digital and physical

Document imaging and capture

Contentanalytics

Social contentmanagement

Information lifecycle governance

Advanced casemanagement

On-premise, appliance, cloud

ECM platform services

•7


IBM ECM Overview

Web, mobile, desktop tools, dashboards and solution applications


Repositories: IBM and othersDatabases, app servers and directories Storage: digital and physical

On-premise, appliance, cloud


Contentanalytics




•8


Software Bundles:� Production Imaging Edition

– This bundle includes FileNet CM, BPM, Taskmaster and Deaja Viewer Pro via

Workplace XT. Please refer to those product charts like P8 5.1 and

Taskmaster 8.0.1 for new features for PIE

� IBM Connections Enterprise Content Edition

– Available since Oct. 2011

– Includes: IBM Connections, Quickr Connectors, and FileNet Content

PIE

Social CM


– Includes: IBM Connections, Quickr Connectors, and FileNet Content

Manager or IBM Content Manager 8

� IBM Content and Predictive Analytics for Healthcare

– Available since Dec. 2011, as a cross brand solution. North America only for

1H 2012

– Is a solution for critical care intervention , diagnostic assistance, and

research for improved disease management

– Solution components: IBM Content Analytics, SPSS Modeler, and the

Healthcare Accelerator which includes healthcare specific annotators

ICPA


ECM


Production Imaging and Capture




Contentanalytics

ECMEnterprise content

management

Datacap Taskmaster Enterprise Capture Platform


Capture OrchestrationVia Rulesrunner Service

13

Datacap Taskmaster for Capture 0 new in 8.0.1

• Classification via IBM Classification Module• Adds a new classification method based on Text Analytics• Eliminates pre-scan sorting time and cost

• Language support • Available now: Brazilian Portuguese, Croatian, Czech, Dutch, English, French, German, Hungarian, Italian, Polish, Romanian, Slovak, Spanish, Swedish, Turkish

© 2012 IBM Corporation14 IBM CONFIDENTIAL1414

Slovak, Spanish, Swedish, Turkish

• In 2012 - Unicode and globalization support including UI and OCR in Simplified Chinese

Enterprise Content Management

IBM Production Imaging Edition (PIE)

Advanced Capture Automation

Managing Content

Single solution with best of breed capabilities


Workflow

Advanced Image Viewing

IBM OnDemand

Leading report management product in the market

High volume reports and statements, ePresentment

15

IBM Content Manager OnDemand.next – 2H 2012

Themes:

• Text indexing and search for reports and statements

• Export report data to Excel

• System Monitor enablement for real time performance and usage

• Data model enhancements

• CMIS read access to OnDemand


• CMIS read access to OnDemand

16

Social Content Management


ECM





Contentanalytics


management

Social Content Management

IBM Social Content Management

Access and Share Content in the Context of Communities

Find and Navigate Social Content and Social Networks

Augmenting Systems of Record with Systems of Engagement

Source: Systems of Engagement and The Future of Enterprise IT ,

A Sea Change in Enterprise IT (AIIM and Geoffrey Moore, TCG Advisors)

Manage and Govern Social Business Information

Deliver Social Content Business Solutions

and Social Networks

18

IBM Connections 3.0.1 integration with IBM ECM

� Easily configure your ECM library to access and manage content from within Connections

� Display ECM folders and content within a Community

� View, edit, check-in, & check-out documents directly to ECM repositories from Connections

� Select ECM assigned document class or item types and edit properties

� Prompt users for required metadata, driven from FileNet or IBM Content Manager


….A Social Content User Experience for your business


� Prompt users for required metadata, driven from FileNet or IBM Content Manager

19

Two new offerings announced in this conference:


….A Social Content User Experience for your business

IBM Connections Enterprise Content Edition

IBM Connections Content Edition


� IBM Connections, Quickr Connectors,

and IBM ECM repositories

� Either FileNet CM or Content Manager 8

� Connections or Quickr Connectors as the

user interface

� Connections or Quickr Connectors or IBM

ECM as the user interface

� Ability to add advanced capabilities like case

management, records, ICC, 0

20

IBM FileNet P8 Content Manager 5.1 release highlights –available since Aug ‘11

FileNet P8 5.1

• Content Federation for Image Services BiDi

• Content Search Services

• Content storage encryption

• Bulk Import Tool

© 2012 IBM Corporation•2121

• Bulk Import Tool

• Large domain support

• Javascript event handlers

• Workplace XT and Webparts

• FileNet Deployment Manager

• Composite Platform Installation Tool

Content Federation ServicesBidirectional Synchronization for Image Services

– Available with IS 4.2 and P8 5.1

– Delivers application interoperability between Image Services and P8

– Application expansion/migration to P8 at a pace that suits the business

– Active applications on both environments

• Document creation, metadata change and annotations managed

© 2012 IBM Corporation•22

Image Services

•Document Capture

•Indexing

•Workflow

•Annotating

•…

P8 CM

•Document Capture

•Indexing

•Workflow

•Annotating

•…

Bidi

Federation

22

IBM Content Manager V8.4.3, available since May 2011

IBM CM EE V8.4.3

• CMIS OASIS standard

• Hierarchical Folders

• Enhanced Integrity Validation

• Optical character recognition

• Improved text extraction

IBM CM z/OSV8.4.3

• CMIS OASIS standard

• Enhanced Integrity Validation

• Optical character recognition

• Batch update utility


• Improved text extraction

• RM configurable byte serving

• Extended 64-bit support

• TSM Encryption

• Accessibility Compliance

• Web services WAS 7 support

• Visual Studio 2008 updates

• Oracle 11g R2

• AIX 7.1

• Batch update utility

• DB2 External Security

• Time zone and IBM Support Assistant (ISA) support

• Unicode (UTF-8) support

• Web Services support under CICS

• Log Resource Manager errors to the MVS console

23

ECM User Interface and UI Development Strategy

“Nexus”


• Collaborative document management and production imaging

• Enhanced productivity with best of breed social capabilities

• Business users self provision and collaborate with teams on activities and projects

• Content accessible from anywhere including mobile

Rich and flexible user experiences

ECM UI Strategy


• Content accessible from anywhere including mobile

• Unified user experience for P8, CM8 and CMOD

• OOTB ECM user experience with very flexible customization

• Reusable components to enable portals or role based UIs

• A single platform agnostic infrastructure

Accelerated solution building and deployment

25

ECM UI – Enabling business solutions

ECM Web client UI

Collaborative content management

Social content management

Workflow/ review and approval

My Documents replacement

Simple document sharing

Standard operating

procedures

Publication management

Case exception handling

Advanced search

Project and portfolio

management

Quarterly and annual business

reviews

Events and conferences

Mergers and acquisitions

Contracts/ vendor management

Te

mp

late

s


Design and Management

P8

ECM services

CM8 CMOD

PreferencesSelf

Provisioning

CM8 Java API P8 Java API OD Java API

Template Design

CMIS

CMIS CMIS Repository

CustomizationRoles and Security

26



ECM

Information Lifecycle Governance



Contentanalytics


management


IBM Information Lifecycle Governance

•The Information Lifecycle

Management and Governance

solution portfolio enables customers

to:

�Effectively retain and archive

information

�Efficiently meet eDiscovery


�Efficiently meet eDiscovery

obligations

�Manage test data more efficiently

�Improve data quality

�Defensibly dispose of information

•to lower both cost and risk.

For RM: Efficiently Manage Global Program, Effectively Execute Schedules

�Global taxonomy and schedule

management, local responsibility and

flexibility

�Apply the retention schedule in multiple

locations but manage records more

centrally

�Easily coordinate across records liaisons

�Effectively execute schedules


�Effectively execute schedules

�Employees automatically see the policy

relevant to them

�Manage disposition workflow across

electronic and physical records

�Automatically dispose of records that are

at end of retention period and not on

legal hold

31

For Legal: More Rigorous Holds, More Effective Decision Making

�Define holds more precisely by

custodian, records, and information

set from enterprise map

�One click notice creation and

dynamic custodian questionnaires

�Automatic collation of notice and

interview responses

�Execute holds in place automatically

on email, files, structured data


on email, files, structured data

archives, and records

�Forecast discovery costs

�Analyze information, behavior

patterns, and communication flow

without collecting data

�Determine issues and relevance with

phrase extraction, timelines, and

network diagramming

�Cull and export evidence for

production

32

For IT: Manage and Archive Information by Its Value & Obligations, Dispose Defensibly

�Understand business value, legal

and regulatory obligations by data

source

�Determine which systems have the

highest cost and risk profiles to

improve efficiency and prevent

error


•Atlas

error

�Archive data of value and store on

appropriate media

�Eliminate duplicate data and

redundant systems

�Streamline back up procedures and

optimize production systems

�Apply retention schedules more

broadly and syndicate legal holds to

defensibly dispose of data

33

New in ILG

Key Capabilities

� DoD 5015.02 Certification

(Mandatory and Classified Records)

IBM Enterprise Records 5.1IBM Global Retention Policy and

Schedule Management 6.0

Key Capabilities

� Distribute retention schedules to

IBM Enterprise Records


(Mandatory and Classified Records)

� Ability to un-declare records

� Automated container creation

� Improved and simplified installation

and configuration

IBM Enterprise Records

� Simplified legal hold notice

creation and management

� Dashboard view that includes key

statistics about all current matters

IBM Content Collector and Smart Archive

Task Connectors

Lotus Notes

Email

Exchange

Email

Custom

Connectors

Sources

PST�

File

system

SharePoint

SAPOptim


Task Connectors

FileNet P8 CM Content Manager 8

Target Connectors

Copy

Move

Delete

Stub

De-

Duplication

Custom

Task

Connectors

Records

Declaration

&

Classification

Text

extraction �

IBM Content Collector.next – 2Q 2012

Themes

� Expanded support of Microsoft

SharePoint

– Collection of Tasks, Announcements,

Calendars, Custom Lists

– Seamless check-out of stubbed

documents


� IBM Connections

– Collect from files, blogs, wikis,

activities

� Email Improvements

– Automatic stub clean-up

– 0 more

Advanced Case Management and BPM



ECM



Contentanalytics


management


37

Advanced Case Management

Benefits

– Rapidly design and deploy solutions for

managing complex, collaborative, and

knowledge-intensive cases, incidents, and

requests

– Provide case workers with the full view of

all enterprise content and data relevant to

handling a case

– Analyze trends across cases to identify

� Solution Design for Business Analysts

– Iteratively design and run case management

solutions with minimal IT support

– Define all aspects of a case solution to

reflect real world requirements

� Case Client for Case Worker

– Understand the history of a case by viewing

its full context

– Reach desired case outcomes through a


– Analyze trends across cases to identify

customer pain points and areas for case

handling improvements

– Reach desired case outcomes through a

combination of structured and ad-hoc

activities

� Analytics for Managers/Executives

– Gain insights into trends across cases

– Optimize case team performance

� Integration and Administration for IT

– Collaborate with business owners to deliver

enterprise-level case management solutions

– Integrate to existing enterprise content and

data

38

IBM Case ManagerSimplifying the delivery of case-based solutions

Case Design

Models Templates Solutions

Case Runtime

Context 360o View History

Case Analytics

Structured UnstructuredReal time Persisted

Case Infrastructure


people � process � information

WorkflowMonitoring & Analytics

Collaboration & Social SW RulesContent IntegrationEvents

Case InfrastructureCase Object Models

Task Object Model

Case APIsCase Analytics Data Store

Solution Constructs

40

What is new in Case Manager 5.1 (Nov 2011)

WorkflowMonitoring & Analytics

Collaboration & Social SW RulesContent IntegrationEvents

New capabilities:


Bottom line:

IBM Case Manager

enables rapid solution

building!

It builds a bridge between

IT and the Business users!

� Easier 3rd party data integration

� Split case, Quick search

� Ease of deployment via re-use of solution assets

� More case runtime configuration and

customizability

� Support for documents in IBM Content Manager

� Integration with IBM BPM

� Linux, Solaris and MS SQL Server support;

additional LDAP support

41

• Process Engine for IBM Case Manager

• Process Engine is now Java-based 0 significant performance and

capacity gains!

– 60% + improvement in API response time

– 70% + reduction in CPU utilization

• Linux and zLinux support

FileNet P8 Business Process Manager 5.x


• Linux and zLinux support

• Multi-tenancy

• Ability to install PE with standard user privileges

• Leveraging Cognos reporting capabilities

42

Search and Content Analytics



ECM





management

Contentanalytics

Enterprise Content Management

…”car” that “smelled” “like smoke” and

had “half a tank of gas” ...

Noun Verb Noun Phrase Prep Phrase

Vehicle Scent 1st issue 2nd issue

Primary Issue: “Odor”Related Issue: “Fuel Level”

ExtractedConcepts

Search and Content AnalyticsSupport for over 30 content sources

and 150 content formats


UIMA Pipeline + Annotators

Source InformationCorporate (Contact Center, Test Data,

Dealer notes, ECM, etc.) and External (

NHTSA, Edmunds, Consumer Reports,

MotorTrend etc.)

Analyzed Content

(and Data)

Fine grain control over the entities and facets that are created

IBM Master Data Mgmt

RDB

44

In Summary…

�Many new IBM ECM capabilities valuable to your business!

�Plan your upgrades to latest and greatest releases to leverage

these!

�Build new solutions on the industry’s best ECM platform!


The ECM App CenterAn online community for ECM solution developers

• Online technical community for

customers and partners

• Interact and collaborate with experts and

solution providers inside and outside of

IBM

• Access technical resources and content


• Learn how the ECM portfolio works with

other products and technologies to

address industry use cases

Check us out at:http://ibm.com/developerworks/groups/ecmappcenter

What is New in IBM ECM Products - FC - Jan 2012.ppt · What is New in IBM ECM Products Jan 2012...

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