1. Malcolm Holden October 2007
Enterprise Content Management Integrating Content, Process, and Connectivity for Competitive Advantage
Malcolm Holden
October 2007

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

3. Why is it Challenging to Leverage Information?
Lost
Time
Reduced
Service
Increased
Costs
Revenue

4. Delivering information in context to optimize business processes, applications and productivity…
People, Processes, Applications
Individual Applications & Processes
Application
Application
Application
Application
Application
Open Standards
Flexible Architecture
Databases
Warehouses
Leverage heterogeneous applications and information sources
Rich Media
Documents
Protect & extend existing investments

5. Business processes facilitate the moment of decision
It all comes down to making the right 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?

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

7. Content forms the basis for document-centric processes are vital for day-to-day operations
Document-intensive…
Content-centric…
Decision-intensive…
…processes require users to review documents for approvals, data-entry, and decision-making
Examples:
Bank loan processing
Insurance claims processing
Government case management
Invoice processing

8. Organizations need to address the challenges that are inherent within document-centric processes
Issues
Drivers
Manual and labor-intensive
Reduce operating and transactional costs
Lack of flexibility
Respond to changing business conditions
Limited visibility, control, and measurement
Manage issues before they become problems

9. Content-aware Process Process-aware Content
Need a solution that recognizes the synergy between process and content
Content-aware Process
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.
To address these issues, you have to take an approach that recognizes the interdependency between content and process.
A change in a content can launch a process  this is known as “process-aware” content or “active content”
A process can change content as it executes  this is a “content-aware” process
Together they help enable document-centric processes
Process-aware Content

10. Active Content – putting content to work
Create
Promote
Lifecycle
Policies
Approve Change
Review & Release
Update
Check-in
Demote
Lifecycle
Actions
Notification
Essential for Case Management applications
When you combine Process, Content and Connectivity – organizations can realize significant production and cycle time improvements.
With Business Process Manager, content is not merely passive, it is fully integrated with FileNet ECM to produce exciting results. This integration allows the system to recognize events associated with content changes such as version changes, additions, deletions or changes to metadata, a term referring to information that describes another set of data. In this way content and/or transactions can be made “Active”.
BPM allows appropriate responses to these changes to be initiated automatically and reduce or eliminate process latency issues – by:
Automatically launching a process
Automatically sending an notification to all interested parties that content or a transaction as been modified – such as a financial report
Automatically updating legacy databases or enterprise application system – saving labor and eliminating potential keystroke errors.
Drives content management process, manages processes & reduces cycle times
Event triggered when object created, modified or deleted
Document review & approval
Publishing content to Website
Applying security to objects
Events are scriptable to perform any action
Events can be applied to class or individual object level
By linking events to the business process, content gets published much quicker
It speeds time to Web providing timely, dynamic and fresh content on site – managed very cost effectively
This improves the way decisions are made and increases customer service levels
Events increase a company’s agility and responsiveness by optimizing the Case process
“Active Content” is FileNet P8’s native capability to recognize content-related events and initiate automated responses
New versions of content
Changes to content metadata
“Active Content” removes latency in business processes
Addition or deletion of content
Case Event / Change Notification
Check-out
Lifecycle
Events
Delete
Update Enterprise Applications
Render & Deploy

11. What is Business Process Management
What is Business Process Management? It’s a discipline combining software capabilities and business expertise to accelerate process improvement and facilitate business innovation
IBM FileNet Business Process Manager automates and optimizes business processes by managing workflow and content between people and systems.
Business Process Management is the key to automating document-centric processes
Automate
Integrate
Optimize

12. 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

13. An integrated approach to ECM
Active Content
Imaging / Capture
Document Management
Web Content Mgt.
Content Federation
Collaboration
Process
Workflow
Simulation
Analytics
Forms
Development Framework
Compliance
Records Mgt.
Mgt.
Search & Discovery
Shared Drive Mgt.
Classification
Through IBM FileNet P8, IBM takes an integrated approach to tackle document-centric process challenges. It consists of 3 pillars: Process, Content, and Compliance
Reducing software complexity is at the core of today’s trend to build all enterprise content, process, and compliance solutions on a common platform.
Although industry analysts continue to rate “pure-play” point products, and to treat the BPM, Compliance, and ECM software markets as distinct, many enterprises are standardizing on a common software platform.
Both analysts and CIOs understand the many advantages of building software upon the same stack for purposes of performance, security, reusability, and reduced complexity.
FileNet P8’s ability to federate all major “islands of content” from proprietary point products is particularly important in this respect
IBM ECM
Platform

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
Additional Information:
Content-Centric BPM empowers greater levels of control over process performance and provides improved visibility to maximize agility and enable speedy, appropriate reactions to business events as they occur.
IBM FileNet Business Process Manager provides a competitive advantage by facilitating better productivity and cost efficiencies, mitigating risk and supporting compliance. Ultimately, this enables IBM FileNet BPM customers to drive increased business performance.
The ability to adjust processes on-the-fly offers companies increased business agility to address opportunities as market conditions changes. However, it is not enough for an organization to merely redefine its business processes; it must optimize these processes continuously. Processes supporting millions of transactions and thousands of users can be quickly deployed or modified as needs warrant.
Process automation reduces the need for human intervention in routine or low-risk business decisions. This eliminates both the cost and potential for errors associated with human-based workflow and allows companies to apply expert human resources when and where they add the most value to the decision-making process. Companies can then realign their resources to focus on higher revenue-generating activities
Automating processes reduces cycle time. The faster you can process a business transaction, the more transactions you process. The more transactions you can process, the more business you can service. Faster decision-making not only shortens cycle time, it reduces handling costs – and ultimately increases profitability
No matter how well designed a process may be, there will always be work exceptions. An organization’s exceptions-handling process is a major determinant of overall service. If an exception is handled expediently, it can present an opportunity to win customer loyalty. Through disciplined exception handling, companies can further differentiate themselves from their competition
BPM enables operational visibility, which is critical to both business agility and continuous process improvement. This enhanced operational visibility helps companies respond quickly to changing market conditions, so they can leverage windows of opportunity, minimize competitive threats, ensure regulatory compliance and make better decisions faster.
Competitive Advantage

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