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Enterprise Content Management at Safeco Insurance. Introduction. Safeco sells property and casualty insurance products through a network of independent agents, (auto, home, small commercial) 7,000+ employees nation wide $7 billion in revenue Aggressive goals around growth, profitability. - PowerPoint PPT Presentation
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Enterprise Content Management at Safeco Insurance
Introduction
Safeco sells property and casualty insurance products through a network of independent agents, (auto, home, small commercial)
7,000+ employees nation wide $7 billion in revenue Aggressive goals around growth, profitability
ECM History at Safeco
Chaos !! Paper everywhere Some imaging practices
Panagon (unsupported suite) Vertical apps w/ embedded workflow Metadata not accessible except through vertical apps Proprietary apps Manual retention enforcement
<picture of Brian’s desk>
Current State – In Progress
EMC Documentum 5.3 in place One custom .NET/DFC-PIA app (SafeDoc)
OOB solutions in progress DSS, Cash Management, Surety WDK customization for customer specific
presentation
Current State - Applications
Current Environment – Storage / Retrieval
Hot Spare – used for testing
DBMS SQL Servers Log Shipping
Content ServersHPDL580G3
WIN2K34 CPU
3.6 GHZ4GB RAM
72GB
WIN2K34 CPU
3.6 GHZ4GB RAM
72GB
BPS ServersHPDL380G4
WIN2K32 CPU
3.6 GHZ2GB RAM
140GB
WIN2K32 CPU
3.6 GHZ2GB RAM
140GB
Admin Servers
WIN2K31 CPU
3.6 GHZ1GB RAM
4GB
DTS ServersHPDL380G4
Brava ServersHPDL380G4
WIN2K32 CPU
3.6 GHZ2GB RAM
140GB
WIN2K32 CPU
3.6 GHZ2GB RAM
140GB
NAS Head
EMC Celerra
Tier 1 SAN StorageStructured Meta
Data 700GB
Clarion SAN Storage
Unstructured Files 5.5TB
WIN2K SQL2000Enterprise Edition8/32 CPU 3.6 GHZ
8GB RAM
WIN2K SQL2000Enterprise Edition4(8) CPU 3.6 GHZ
4GB RAM
WIN2K32 CPU
3.6 GHZ4GB RAM
140GB
WIN2K32 CPU
3.6 GHZ4GB RAM
140GB
7/6/2007
Current Environment – Storage / Retrieval
Load balanced Content Servers SQL 2005 repository on Unisys multi-proc server IBM Websphere app servers
multiple WebTop customizations – one for each customer dedicated app server for DA
Repository strategy including large dedicated repositories and shared repository
Brava for annotations DTS for PDF rendition BPS for SMTP capture
Current Environment - CaptureUniversal
ClientGeneral HelperBackup Server
Universal Client
(VMWare)Iris Helper
Universal Client
(VMWare)Surety Helper
Universal Client
(VMWare) AP/Art
Collection Helper
Universal Client(VMWare)
Claims Helper
Universal Client
(VMWare)General Helper
Universal Client
(VMWare)General Helper
InputAccel Server
SourceCorp Scanning Partner
Claims / Filenet
SPI
Surety / Filenet
Filenet
Backend Repositories
* Image Cleanup(IAIPI)
* Image Cleanup (IAIPI)
* Image Export (IAEXIMG)
* Image Cleanup (IAIPI)* Image Export
(IAEXIMG)* Multi (IAMULTI)
* Timer (IATIMER)* Export Mail (IAUNIMOD)
* ODBC Export (IAXODBC2)
TCS Indexing Partner
Indexing is done via Citrix sessions connected
to Safeco network
Note: These Index workstations access backend systems for
interactive validation and for drop-down population.
Filenet
* Claims Validation (CISECVAL)
* Claims Export (IACLAEXP)
* Secondary Validation (SISECVAL)* IRIS Export (IAIRIEXP)
* Secondary Validation (SISECVAL)* Export to SuretyNet (IASUREXP)
* Panagon Export (SUPANEXP)
* AP Secondary Validation (APSECVAL)* AP Panagon Export (APPANEXP)
* Art Secondary Validation (ARSECVAL)* Art Panagon Export (ARPANEXP)
Universal Client
IAMDW
WTX EDI Exchange
Citrix farm
Universal Client
(VMWare) SBI SMTP
Export
Documentum BPS
Vendor Partners Capture Infrastructure
9/6/2007
Current Environment - Capture
InputAccel IAMDW SourceCorp TCS indexing via Citrix legacy system integration for validation / export bar code recognition / indexing of certain forms OCR in progress
Current Environment - Collaboration
Load Balancer
Data/Content onClustered, dedicated SQL Servers
Index and Application servers
MOSS Configuration on shared clustered SQL Servers
Web Front-End servers
Central Admin and Front-End Import server
Current Environment - Collaboration
Sharepoint 2007 (MOSS) Strategy around permanent storage of
collaboration artifacts
Future State
Scanning
Fax
Colaboration
Mobile Worker
Forms Generation
OCR / ICR
Forms Recognition
Auto-classification
WCM
ECM
Retention Storage Mgmt Admin
DBMSStorage
Portal
Search
ESB
BPM
OOB Presentation
Custom Presentation
Forms Presentation
InputAccel – Sourced . eInput
RightFax / IAMDW
Sharepoint
Groove, .PST, files
(Forms Builder ?)
Exchange / Outlook
InputAccel / DIspatcher
Web Publisher / SDS / SCS
Documentum
CS, BPS/BPE, DTS, Brava
RPS CSS DA / RPM
SQL 2005SAN / NAS / RAID / tape ?
ECIS
Tibco / WPS
Tibco / WPS
Webtop / Damtop / Taskspace
Future State – Image Management
All images in Documentum80 million Claims25 million SPI6 million SBI600 thousand Surety1 million misc (AP, Art, DSS, CM, and more)
Retention enforced
Future State – Document Management
Collaboration artifacts Personal folders Full text search Checkin / Checkout Version management Retention enforced
Future State - Workflow
Business Process Manager TibCo integration
Service bus to legacy and COTS productsOverarching process choreography
Integrate with MOSS
Future State - Capture
Intelligent forms recognition Dispatcher
OCR based indexing Fax capture Email and attachment management Audio and video capture
Future State – Retrieval / Presentation
WebTop TaskSpace On the glass integration with portalized
apps Services layer integration
Future State - Collaboration
Archive Services for MOSS Auto archival of collaboration artifacts
based on MOSS state workflow
Future State - Search
High level taxonomy represented by repository/cabinet/folder structure
Corporate doc object to inherit from -containing common metadata
BI capabilities based on metadata and full text search
Future State – Digital Asset Management
Video storage Audio storage
Voicemail management Digital rights management (Brava CSF ?)
Eventually … Paperless
Web based presentation of forms Data collection directly to BI warehouses
and LOB systems Rendering of exact forms to PDF format
for retention managed archival and retrieval
Paperless Vision
Form & Data In Data Out
Form OutProcess Form
Client
BI Data WarehouseForm
Field 1 _______Field 2 ___ X __Field 3 _______
Esign
Web Server
LOB App
Enterprise Service Bus
LOB App
LOB App
Web FormBPM / TibCo Workflow
DCTM DTS
DCTM Repository
How will we get there ?
Strategic Infrastructure Shore-up Project Based Implementations Patterns and Practices / Solution Catalog ECM Communication Strategy
Roadmap - Infrastructure
BCP (failover data center) Scalability (Scale Server, W2003 Data
Center Edition, load balanced app servers) Full text search BPM/BPE D6 web services layer
Roadmap - Projects
Business requests for featuresOCRFormsRich MediaPersonal Folders
Roadmap - Patterns and Practices Catalog
Defined list of distinct solution patterns for ECM requestsCapture, store, manage (including workflow),
deliver, preserveCost estimate includedAligned resources defined
Includes solution request intake and evaluation process (BODD)
Roadmap – ECM Communication
Product evangelism (demos) Presentations Product / solution list Intranet web presence
www.safeco.com
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