8a Certified

About Us  Headquarters in Vienna, VA  Service Disabled Veteran-owned Small Business  SBA 8(a) program participant  Small Disadvantaged Business (SDB)  DCAA-approved Accounting System  Founded 2006  Lean Management and Facilities Infrastructure 2

What We Provide  Information Technology Strategy  Knowledge/Content Management  Systems Engineering and Integration  Business Strategy and Execution  CIO Support  Cyber Security and Information Assurance  Capabilities Portfolio Management  Operations Research and Analysis  Program/Project Management Services and Support 3

Evolving RM Landscape Most records managers still managing paper records in offline repositories (file cabinets and paper ledgers) DoD guidance quickly evolving to account for new breed of software based RM solutions New initiatives within RM working Group geared around standardizing: Taxonomies for RM File plans and disposition schedules Automation of discovery requests and content archiving 4

Records Management in the DoD All Federal agencies must define and maintain an approved file plan. Records Management Capabilities within the DoD must: Comply with standards set in DoDI Provide capability to deliver content for discovery requests Reduce the effort of the Records Manager to collect metadata, categorize and maintain official records Solutions must be interoperable, and able to evolve to meet evolving needs Capabilities must be cost effective in delivering these capabilities based on government austerity 5

Alfresco as RM solution STOPSO is currently piloting a full scale RM solution for the Joint Chiefs of Staff based on Alfresco ECM Developed as a distributed RM solution comprising multiple connected repositories Only Open Source solution in DoD providing a DoDI certified capability Developing reference architecture for compliant solutions for DoD CIO Part of the RM Taxonomy Working Group Early access participants (Joint Staff, DoDCIO and USCYBERCOM) have recommended solution as an Enterprise Capability 6

Alfresco Suitability as Enterprise Capability Alfresco recognized within the Trusted Code Initiative at Open Source Software Institute Intellectual Property and Data Rights be maintained exclusively with the Data Owners Ability of Alfresco to scale to massive enterprise levels with cost structure that can support all types of sponsors Deployable within the JIE (cloud) while providing offline/local instances (supporting limited connectivity) Deep levels of customization and security possible due to access to Source code 7

Case Study: Enterprise Documents, Tasks and Records Management (eDTRM) In order to do this the system must be able to leverage: -CMIS (Content Management Interoperability Services) -SharePoint Web Services -Tasker Integration Services (TIS) -Evolving OASIS Standards within the Content Management Realm Joint Staff J6 Major General Bowman looked to leverage SPAWAR to provide an Enterprise Task and Records Management (TRM) system, which could be leveraged by the Joint Community and beyond. The system chosen for deployment must be:  scalable to large enterprise environments,  built upon a robust platform that provides the capabilities required without the need for excessive and resource intensive customizations,  able to leverage the cloud computing capabilities within the Defense Enterprise Computing Centers (DECC)/Joint Information Environment (JIE),  and able to integrate with other Task and Records Management Systems currently in use within the Joint Community and beyond.

eDTRM OSS components Software Platform  Reduced Total Cost of Ownership, No per-user costs, lowered cost of deployed solution and costs associated with expanding adoption  Rapid Deployment and Standardized Interfaces  Enterprise collaboration and SharePoint integration  Ability to drive innovation through direct access to code, developers and timelines through direct access to code, developers and timelines  Fast response from community with standard commercial support available  Alfresco Enterprise Content Management  Jaspersoft Reporting and Business Intelligence  PostGRES Data Storage (RDBMS)  Shibboleth Single Sign-On, Identity Provider and SAML Authorization

eDTRM Value and Benefits The success of the solution is not dependent on just cost savings but in the ability of the Open Source Platform to provide a flexible, extensible, scalable and stable platform that could evolve and become the Enterprise Service for Records Management  Joint Staff realized a nearly 40% cost savings on O&M compared to their existing system  Modernizaton costs were reduced by nearly 20% vs. new development of Open Source Solution due to open APIs  Open API allows for customization at the organization level  Capability to provide Task integration with other fielded solutions  Clear migration path from legacy solutions  Ability of the solution to scale to enterprise levels with cost structure that can support all levels of customers