© 2008 IBM Corporation ® 1 ECM Product Vision & Strategy Ken Bisconti Vice President, ECM Products and Strategy IBM Software Group February 2009

© 2008 IBM Corporation 2 Demand OperationInnovation Application Focus Enterprise Content A Growing Strategic Asset Content volumes are estimated to grow at 80% annually.** Gartner Research, "Consider Three Issues When Implementing an ECM Strategy," (ID: G ); **IBM Estimate Based on Various Industry Studies …A typical company has 5 to 20 different content management systems and repositories…*

© 2008 IBM Corporation 3 CreateLeverage Manage Build Content Documents Web e-Statements Devices Output & Delivery Records Administrators Discovery & Compliance Retire Retention & Destruction Partners / Agencies Search, Retrieve, Process e-Forms Processing Index Validate Process Create Process Submit Additional Content Create Approve Publish Document Management Capture Index Store Print Output Mgmt Web Content Repositories Integrate Federate Search Capture Archive Supervise Imaging Capture Index Store ECM Platforms Users ECM Applications Search, Retrieve, Process

© 2008 IBM Corporation 4 Organizations Achieving Significant Results Using IBM ECM... IBM ECM Cut processing time from weeks to 2 days Increased revenue by $115M Saved $5M over 5 years Consolidating 915 websites yields $45M ROI Customer Successes 64% increase in online revenues Document transmittal cost savings of 35-40% Eliminated all paper documents for large cost savings and facilitate compliance Improved application performance and search to address regulatory concerns Europe – Social Security Agency cuts costs 25% Expects $500,000 ROI with its Mobile Office Wireless Solution UVW

© 2008 IBM Corporation 5 Companies are Using IBM ECM to Increase Profit Margins, Improve Customer Retention and Grow Market Share More than 80 of the Fortune 100 are using IBM ECM 23 of the top 25 Banks 250+ In Communications 25 of the top 25 Insurers Governments Manufacturers

© 2008 IBM Corporation 6 ECM Trends More than 50% have no confidence in the integrity of their information * Risk Control Volume Simple Greater simplicity and consistency for end users needed Everyone needs access to information Volume & impact of paper is overwhelming Speed Shorter time to value required * AIIM Global Survey 2008

© 2008 IBM Corporation 7 IBM Agile ECM helps companies make better decisions faster by: ● Managing all forms of content ● Optimizing associated business processes ● Enabling compliance through an integrated information infrastructure IBM Agile ECM empowering better decisions faster

© 2008 IBM Corporation 8 IBM Agile ECM Product Strategy Active Content Enterprise Compliance Business Agility Pervasive Persuasive Content Anywhere

Information Integration Trusted Information Performance Management Business Intelligence Business Optimization Structured Data ESB SOA Business Spaces Dynamic Processes Enterprise Rules Transactions Protected Storage TSM/HSM Tiered Storage Information Infrastructure Office Productivity Collaboration Mashups FormsWCM

© 2008 IBM Corporation 10 Content reference customer

© 2008 IBM Corporation 11 Ribbon Bar ECM Command Group

© 2008 IBM Corporation 12 Custom Task Panes

© 2008 IBM Corporation 13 Documents can be filed in P8 or CM8 libraries with a “stub” for easy access for the Quickr user ECM integration with Lotus Quickr

© 2008 IBM Corporation 14 BPM reference

© 2008 IBM Corporation 15 ECM “Mashups” ECM Header ECM Work Data ECM Attachments ECM Doc Viewer ECM Step Completion

© 2008 IBM Corporation 16 Industry Guides Roadmaps, Reference Architectures, Workshops 16

© 2008 IBM Corporation 17 ECM Platform Content Collection & Archiving Records Management & Federation eDiscovery Management & Analysis Advanced Classification Advanced Classification Partner Solutions Partner Solutions Information Infrastructure Compliant Information Management Compliant Information Management IBM Strategy for Enterprise Content Compliance & Discovery

© 2008 IBM Corporation 18 Source Connectors Policy & Task Routing Engine Task Connectors IBM NATIVE  FileNet P8  CM8  FileNet Image Services  Tivoli Storage Manager CUSTOM / OTHER  Microsoft File System  IBM Content Integrator  CMIS Target Connectors MESSAGING /  Microsoft Exchange  Lotus Domino  PST content  Instant Messaging (3rd party)  NSF content FILE SYSTEMS  Microsoft File System  Desktops  Other File Systems OTHER  Microsoft SharePoint  Lotus Quickr  IBM Content Integrator  CMIS  Tivoli Storage Manager  Backup Tapes CUSTOM  API Support INTERNAL TASKS  Copy / Move / Delete / Stub  De-Duplication  Rules-Based Classification EXTERNAL TASKS  Records Declaration  Advanced Classification  Rendering (3rd party) CUSTOM TASKS  API Support / Partner Apps  Encryption  System Lookups  3rd Party Rules / Policy Mgt Available now Future options IBM Content Collection and Archiving Architecture Modular and Extensible … Powered By New Task Routing

© 2008 IBM Corporation 19 eDiscovery Search & Analytics Efficient litigation response enabled by proactive info management Increase agility, improve defensibility, and lower cost of eDiscovery response with targeted tools to retrieve, hold, manage, assess and intelligently cull collected electronic information IBM eDiscovery Manager Tool for authorized IT users to help respond to discovery requests from legal Create and manage cases; search, assign, hold, preview, and export collected content Built on and integrated with ECM platform with full auditability for chain-of-custody IBM eDiscovery Analyzer Early case assessment and smart culling for legal professionals and litigation support specialists Smart refinement of case collections to help dramatically reduce eDiscovery costs Advanced conceptual search and content analytics for rapid case insight

© 2008 IBM Corporation 20 IBM ECM Discovery Vision Enabling better business outcomes from enterprise content From Chaos to Order New Visibility & Insight Disorganized or Lost Content Organized Content in IBM ECM repositories Insightful Content visibility & business insight Content Access IBM OmniFind Search Content Classification IBM Classification Module Search & Analytics Solutions IBM Content Analyzer IBM eDiscovery Manager IBM eDiscovery Analyzer

© 2008 IBM Corporation 21 Leveraging Enterprise Content Management Sophistication Scale & Reach Groups LOB Global Enterprise Your strategy should enable rapid growth while minimizing cost and risk as you scale from servicing individual users to a global enterprise. Individuals  Heterogeneous enterprise content  Integrated enterprise processes  Compliance policy management  Master Metadata management  Legal discovery  Information Lifecycle Management  Shared content repositories  Persuasive collaboration  Automated business processes  Retention and records management  Contextual search and semantics  Manage content for compliance  Content authoring  Basic collaboration  Web content management  Archiving  Simple search  Create, Contribute & Consume content  File share

© 2008 IBM Corporation ® 22 IBM ECM Product Strategy Ken Bisconti, VP Products and Strategy