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What is New in IBM ECM Products
Jan 2012
Feri Clayton
Director, 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.
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.
© 2012 IBM Corporation
Agenda
IBM ECM Portfolio Overview
Roadmap
Product highlights - What Is new
– Imaging and Capture
– Social Content Management
– Information Lifecycle Governance
– BPM and Case Management
– Search and Analytics
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© 2012 IBM Corporation
IBM ECM Leadership in 2011
Report Title
Position
Publication Date
Gartner MQ for Enterprise Content Management
Leader
Oct 2011
Gartner MQ for Enterprise Information Archiving
Leader
coming soon
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
Gartner MarketScope for Enterprise Records Management
ECM
Legend:
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Significant change in position
Case Management
Improved position
INTERNAL USE ONLY
©©2011
2012IBM
IBMCorporation
Corporation
Content in Motion = Value, Content at Rest = Cost
Analyze it.
Activate it.
Socialize it.
Govern it.
Capture it.
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INTERNAL USE ONLY
©©2011
2012IBM
IBMCorporation
Corporation
Delivering business solutions that solve key client needs
Govern
Capture
Imaging & Capture Solutions
•Benefits enrollment
•Accounts Payable
Analyze
Content Analytics Solutions
Socialize
•Complementary on-ramp to Watson
•Healthcare insights
Activate
ACM Accelerators
New for Q1
•
•
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•Financial crimes
•E-Tendering
•Care coordination
•Education intervention system
Education (Instructional
Intervention System)
Healthcare
(Care Coordination)
Holistic Governance Solutions
•eDiscovery for Legal
•Defensible disposal for CIOs
Social Content Solutions
•Employee Onboarding
•Student intervention
INTERNAL USE ONLY
©©2011
2012IBM
IBMCorporation
Corporation
Enterprise Content Management
®
IBM ECM Overview
Web, mobile, desktop tools, dashboards and solution applications
Role-based user interface services
Document imaging
and capture
Social content
management
Information lifecycle
governance
Advanced case
management
Content
analytics
ECM platform services
Databases, app servers and directories
Repositories: IBM and others
Storage: digital and physical
On-premise, appliance, cloud
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© 2012 IBM Corporation
Enterprise Content Management
®
IBM ECM Overview
Web, mobile, desktop tools, dashboards and solution applications
Document imaging
and capture
Social content
management
Databases, app servers and directories
Information lifecycle
governance
Advanced case
management
Repositories: IBM and others
Content
analytics
Storage: digital and physical
On-premise, appliance, cloud
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•8
© 2012 IBM Corporation
Enterprise Content Management
®
Software Bundles:
PIE
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
Social CM
IBM Connections Enterprise Content Edition
– Available since Oct. 2011
– Includes: IBM Connections, Quickr Connectors, and FileNet Content
Manager or IBM Content Manager 8
ICPA
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
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© 2012 IBM Corporation
Production Imaging and Capture
Document imaging
and capture
Social content
management
ECM
Enterprise content
management
Content
analytics
Information lifecycle
governance
Advanced case
management
© 2012 IBM Corporation
Datacap Taskmaster Enterprise Capture Platform
Capture Orchestration
Via Rulesrunner Service
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© 2012 IBM Corporation
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
• In 2012 - Unicode and globalization support including UI and
OCR in Simplified Chinese
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IBM CONFIDENTIAL
© 2012 IBM Corporation
Enterprise Content Management
IBM Production Imaging Edition (PIE)
Single solution with best of breed capabilities
Advanced Capture Automation
Managing Content
Workflow
Advanced Image Viewing
IBM OnDemand
Leading report management product in the market
High volume reports and statements, ePresentment
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© 2012 IBM Corporation
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
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© 2012 IBM Corporation
Social Content Management
Document imaging
and capture
Social content
management
ECM
Enterprise content
management
Content
analytics
Information lifecycle
governance
Advanced case
management
© 2012 IBM Corporation
Social Content Management
Augmenting Systems of Record with Systems of Engagement
IBM Social Content Management
Access and Share Content in the
Context of Communities
Find and Navigate Social Content
and Social Networks
Manage and Govern Social
Business Information
Deliver Social Content Business
Solutions
Source: Systems of Engagement and The Future of Enterprise IT ,
A Sea Change in Enterprise IT (AIIM and Geoffrey Moore, TCG Advisors)
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IBM Social Content Management
….A Social Content User Experience for your business
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
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© 2012 IBM Corporation
IBM Social Content Management
….A Social Content User Experience for your business
Two new offerings announced in this conference:
IBM Connections
Content Edition
IBM Connections Enterprise
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
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© 2012 IBM Corporation
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
• Large domain support
• Javascript event handlers
• Workplace XT and Webparts
• FileNet Deployment Manager
• Composite Platform Installation Tool
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© 2012 IBM Corporation
Content Federation Services
Bidirectional 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
Image Services
•Document Capture
•Indexing
•Workflow
•Annotating
•…
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P8 CM
Bidi
Federation
•Document Capture
•Indexing
•Workflow
•Annotating
•…
© 2012 IBM Corporation
IBM Content Manager V8.4.3, available since May 2011
IBM CM EE V8.4.3
•
•
•
•
•
•
•
•
•
•
•
•
•
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CMIS OASIS standard
Hierarchical Folders
Enhanced Integrity Validation
Optical character recognition
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
IBM CM z/OSV8.4.3
•
•
•
•
•
•
CMIS OASIS standard
Enhanced Integrity Validation
Optical character recognition
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
© 2012 IBM Corporation
ECM User Interface and
UI Development Strategy
“Nexus”
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© 2012 IBM Corporation
ECM UI Strategy
Rich and flexible user experiences
• 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
• Unified user experience for P8, CM8 and CMOD
Accelerated solution building and deployment
• OOTB ECM user experience with very flexible customization
• Reusable components to enable portals or role based UIs
• A single platform agnostic infrastructure
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© 2012 IBM Corporation
Project and
portfolio
management
Quarterly and
annual business
reviews
Events and
conferences
Mergers and
acquisitions
Contracts/ vendor
management
My Documents
replacement
Simple document
sharing
Standard
operating
procedures
Publication
management
Case exception
handling
Templates
ECM UI – Enabling business solutions
ECM Web client UI
Collaborative content
management
Social content
management
Workflow/ review and
approval
Advanced search
Design and Management
Self
Provisioning
Template
Design
Roles and
Security
Preferences
Customization
ECM services
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CM8 Java API
P8 Java API
OD Java API
CMIS
CM8
P8
CMOD
CMIS
Repository
© 2012 IBM Corporation
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© 2012 IBM Corporation
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© 2012 IBM Corporation
Information Lifecycle Governance
Document imaging
and capture
Social content
management
ECM
Enterprise content
management
Content
analytics
Information lifecycle
governance
Advanced case
management
© 2012 IBM Corporation
IBM Information Lifecycle Governance
•The Information Lifecycle
Management and Governance
solution portfolio enables customers
to:
Effectively retain and archive
information
Efficiently meet eDiscovery
obligations
Manage test data more efficiently
Improve data quality
Defensibly dispose of information
•to lower both cost and risk.
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© 2012 IBM Corporation
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
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
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© 2012 IBM Corporation
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
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
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© 2012 IBM Corporation
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
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
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•Atlas
© 2012 IBM Corporation
New in ILG
IBM Enterprise Records 5.1
Key Capabilities
DoD 5015.02 Certification
(Mandatory and Classified Records)
Ability to un-declare records
Automated container creation
Improved and simplified installation
and configuration
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IBM Global Retention Policy and
Schedule Management 6.0
Key Capabilities
Distribute retention schedules to
IBM Enterprise Records
Simplified legal hold notice
creation and management
Dashboard view that includes key
statistics about all current matters
© 2012 IBM Corporation
IBM Content Collector and Smart Archive
Sources
SAP
Lotus Notes
Email
Optim
File
system
Exchange
Email
SharePoint
PST
Custom
Connectors
Task Connectors
Copy
Move
Delete
Stub
DeDuplication
Text
extraction
FileNet P8 CM
Records
Declaration
&
Classification
Custom
Task
Connectors
Content Manager 8
Target Connectors
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© 2012 IBM Corporation
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
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© 2012 IBM Corporation
Advanced Case Management and BPM
Document imaging
and capture
Social content
management
ECM
Enterprise content
management
Content
analytics
Information lifecycle
governance
Advanced case
management
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© 2012 IBM Corporation
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
customer pain points and areas for case
handling improvements
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
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
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© 2012 IBM Corporation
IBM Case Manager
Simplifying the delivery of case-based solutions
Case Design
Case Runtime
Models Templates Solutions
Context
360o View
Case Analytics
Structured Unstructured
Real time
Persisted
History
Case Infrastructure
Case Object
Models
Content
Case APIs
Collaboration
& Social SW
Workflow
people
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Solution
Constructs
Task Object
Model
Rules
Events
Case Analytics
Data Store
Integration
Monitoring &
Analytics
process information
© 2012 IBM Corporation
What is new in Case Manager 5.1 (Nov 2011)
Content
Collaboration
& Social SW
Workflow
Rules
Events
Integration
Monitoring &
Analytics
New capabilities:
Easier 3rd party data integration
Split case, Quick search
Ease of deployment via re-use of solution assets
More case runtime configuration and
customizability
Bottom line:
IBM Case Manager
enables rapid solution
building!
Support for documents in IBM Content Manager
Integration with IBM BPM
Linux, Solaris and MS SQL Server support;
additional LDAP support
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It builds a bridge between
IT and the Business users!
© 2012 IBM Corporation
FileNet P8 Business Process Manager 5.x
• 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
• Multi-tenancy
• Ability to install PE with standard user privileges
• Leveraging Cognos reporting capabilities
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© 2012 IBM Corporation
Search and Content Analytics
Document imaging
and capture
Social content
management
ECM
Enterprise content
management
Content
analytics
Information lifecycle
governance
Advanced case
management
© 2012 IBM Corporation
Enterprise Content Management
Search and Content Analytics
Support for over 30 content sources
and 150 content formats
Primary Issue: “Odor”
Related Issue: “Fuel Level”
Vehicle Scent
1st issue
Noun
Noun Phrase
Verb
Extracted
Concepts
2nd issue
Prep Phrase
…”car” that “smelled” “like smoke” and
had “half a tank of gas” ...
UIMA Pipeline + Annotators
Analyzed Content
(and Data)
Source Information
Corporate (Contact Center, Test Data,
Dealer notes, ECM, etc.) and External (
NHTSA, Edmunds, Consumer Reports,
MotorTrend etc.)
Fine grain control over the entities and
facets that are created
RDB
IBM Master Data Mgmt
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© 2012 IBM Corporation
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!
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© 2012 IBM Corporation
The ECM App Center
An 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
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© 2012 IBM Corporation
© 2012 IBM Corporation