© 2007 IBM Corporation Enterprise Content Management Integrating Content, Process, and Connectivity for Competitive Advantage Malcolm Holden October 2007

© 2007 IBM Corporation Information Management Software | Enterprise Content Management Customer Service Optimized Operations Regulatory Compliance Managed Risk and many more… Business Pressures Information Complexity Trusted? In context? In line? Complete? Accurate? Timely? Are You Using Information to Drive Competitive Advantage? 5X More Value created by organizations effective at using information as an asset 60%+ of CEOs: Need to do a better job leveraging information Sources: IBM Attributes & Capabilities Study, 2005; IBM CFO Study, 2006

© 2007 IBM Corporation Information Management Software | Enterprise Content Management Why is it Challenging to Leverage Information? Lost Time Reduced Service Increased Costs Lost Revenue

© 2007 IBM Corporation Information Management Software | Enterprise Content Management Delivering information in context to optimize business processes, applications and productivity… Individual Applications & Processes People, Processes, Applications Rich Media Application Documents Application Warehouses Application Application Databases Application Open Standards Flexible Architecture Leverage heterogeneous applications and information sources Protect & extend existing investments

© 2007 IBM Corporation Information Management Software | Enterprise Content Management Business processes facilitate the moment of decision  Is the best, most accurate information available?  Are all the steps complete?  Have the right people been involved?  Will the right decision be made when it needs to be made? It all comes down to making the right decision

© 2007 IBM Corporation Information Management Software | Enterprise Content Management Lifecycle Management Library Services Search Records Management Archive Collaboration Security & Access Management Lifecycle Management Library Services Search Records Management Archive Collaboration Security & Access Management Paper Documents & Files Fax Web Pages Electronic Documents Reports Photos, Graphics, Video Forms Other Repositories BPM & Enterprise Applications Most of your processes involve content Content Management

© 2007 IBM Corporation Information Management Software | Enterprise Content Management Content forms the basis for document-centric processes are vital for day-to-day operations …processes require users to review documents for approvals, data-entry, and decision-making Document-intensive… Content-centric… Decision-intensive… Examples:  Bank loan processing  Insurance claims processing  Government case management  Invoice processing

© 2007 IBM Corporation Information Management Software | Enterprise Content Management Organizations need to address the challenges that are inherent within document-centric processes IssuesDrivers  Manual and labor-intensive  Lack of flexibility  Limited visibility, control, and measurement  Reduce operating and transactional costs  Respond to changing business conditions  Manage issues before they become problems

© 2007 IBM Corporation Information Management Software | Enterprise Content Management Need a solution that recognizes the synergy between process and content  A change in content launches a process – Active Content  Process changes content as it executes  Content defines the context in which decision are made in processes  Processes, rules, forms are content subject to versioning, search, etc. Content-aware Process Process-aware Content

© 2007 IBM Corporation Information Management Software | Enterprise Content Management Case Event / Change Notification Approve Change Review & Release Update Enterprise Applications Notification Render & Deploy Create Update Delete Check-in Check-out Promote Demote Lifecycle Events Lifecycle Policies Lifecycle Actions Essential for Case Management applications Active Content – putting content to work

© 2007 IBM Corporation Information Management Software | Enterprise Content Management Business Process Management is the key to automating document-centric processes Automate Integrate Optimize

© 2007 IBM Corporation Information Management Software | Enterprise Content Management How are BPM and ECM related? In terms of technology, what relationship do you see between ECM and BPM? Source: AIIM 2007 State of ECM Industry Survey

© 2007 IBM Corporation Information Management Software | Enterprise Content Management An integrated approach to ECM IBM ECM Platform Active Content Imaging / Capture Document Management Web Content Mgt. Content Federation Collaboration Active Content Imaging / Capture Document Management Web Content Mgt. Content Federation Collaboration Process Workflow Simulation Analytics Forms Development Framework Process Workflow Simulation Analytics Forms Development Framework Compliance Records Mgt. Mgt. Search & Discovery Shared Drive Mgt. Classification Compliance Records Mgt. Mgt. Search & Discovery Shared Drive Mgt. Classification

© 2007 IBM Corporation Information Management Software | Enterprise Content Management 14 An integrated approach to ECM  Increased Business Agility  Supports Faster Decision Making, Streamlined Processes, Reduced Cycle Time  Improves Customer Service  Reduces Transaction Processing Costs and Errors  Streamlines Exception Handling  Delivers Enhanced Operational Visibility  Supports Compliance – part of the process Competitive Advantage

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