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1© Copyright 2007 EMC Corporation. All rights reserved.
Evergreen Investments:Using EMC Web Publisher for Secure Access to Financial Information
Christine Weaver Valbona LaChapelle
Bryant Bonner
2© Copyright 2007 EMC Corporation. All rights reserved.
QuestionWhen was the last time you examined your investments?
Which Subsidiary of Wachovia Corporation– Is a Broadly Diversified Asset Management Organization– Is the 20th Largest Mutual Fund Company– Currently Manages $312* Billion in Assets (*as of 3/31/2007)
– Employs More Than 1400 People– Created the First Mutual Fund, “Family of Funds”
3© Copyright 2007 EMC Corporation. All rights reserved.
AgendaUsing Web Publisher for Secure Access to Financial Information
About InvestNet– Introduction– Goals– Challenges
About the Solution– The Intranet– The Technology Behind It– The Results
DemoFuture Direction
4© Copyright 2007 EMC Corporation. All rights reserved.
About InvestNetEvergreen Investments’ intranet site
Gateway for delivering Evergreen information and resourcesUsed by sales, portfolio management and business supportOver 2,500 site users within Evergreen & WachoviaA million visits per yearOver 7,000 downloadable documents availableHeavily regulated environment (NASD, SEC, SAS70)
5© Copyright 2007 EMC Corporation. All rights reserved.
Goals for the New Intranet Site
Create a collection of specific portals, not just site sections– Feed specific audiences into targeted areas– Use EMC Documentum Web Publisher
Increase publishing efficiency– Upload or update large collections of documents– Feed individual documents into multiple portals
Ensure secure access and the right permissionsDo it quick! Evergreen had an aggressive timeline for the project
6© Copyright 2007 EMC Corporation. All rights reserved.
Challenges of the Original Intranet Site
The static, HTML-based site was increasingly complex in size, scope and functionality
– Site was a collection of documents and complex navigation– Needed a more efficient way to update multiple documents– Needed a change control process to ensure compliance and
adherence to audit requirements
Required complex site security– Specific content had to be restricted– Content authors needed varying degrees of access– Administration of security had to be a non-IT function
7© Copyright 2007 EMC Corporation. All rights reserved.
About the SolutionThe technology behind the new InvestNet site
Develop SiteFramework
J2EE Struts
MigrateLeverage Existing
Data
ContributeEnhanced User
Experience
ApproveCompliance Alignment
8© Copyright 2007 EMC Corporation. All rights reserved.
About the SolutionThe technology behind the new InvestNet site
Develop SiteFramework
J2EE Struts
MigrateLeverage Existing
Data
ContributeEnhanced User
Experience
ApproveCompliance Alignment
9© Copyright 2007 EMC Corporation. All rights reserved.
About the SolutionThe technology behind the new InvestNet site
Develop SiteFramework
J2EE Struts
MigrateLeverage Existing
Data
ContributeEnhanced User
Experience
ApproveCompliance Alignment
10© Copyright 2007 EMC Corporation. All rights reserved.
About the SolutionThe technology behind the new InvestNet site
Develop SiteFramework
J2EE Struts
MigrateLeverage Existing
Data
ContributeEnhanced User
Experience
ApproveCompliance Alignment
Web Publisher Customizations
Bulk Updater / Importer
11© Copyright 2007 EMC Corporation. All rights reserved.
About the SolutionThe technology behind the new InvestNet site
Develop SiteFramework
J2EE Struts
MigrateLeverage Existing
Data
ContributeEnhanced User
Experience
ApproveCompliance Alignment
AuthorContent
ApproveContent
PublishedPage
Revise
12© Copyright 2007 EMC Corporation. All rights reserved.
Demo
13© Copyright 2007 EMC Corporation. All rights reserved.
Learn More
Creation of Site NavigationScenario One
14© Copyright 2007 EMC Corporation. All rights reserved.
Creation of Site Navigation
15© Copyright 2007 EMC Corporation. All rights reserved.
Creation of Site Navigation
16© Copyright 2007 EMC Corporation. All rights reserved.
Creation of Site Navigation
17© Copyright 2007 EMC Corporation. All rights reserved.
Creation of Site Navigation
18© Copyright 2007 EMC Corporation. All rights reserved.
Creation of Site Navigation
19© Copyright 2007 EMC Corporation. All rights reserved.
Creation of Site Navigation
20© Copyright 2007 EMC Corporation. All rights reserved.
Creation of Site Navigation
21© Copyright 2007 EMC Corporation. All rights reserved.
Creation of Site Navigation
22© Copyright 2007 EMC Corporation. All rights reserved.
Creation of Site Navigation
23© Copyright 2007 EMC Corporation. All rights reserved.
Creation of Site Navigation
24© Copyright 2007 EMC Corporation. All rights reserved.
Learn More
Bulk Import of Business DocumentsScenario Two
25© Copyright 2007 EMC Corporation. All rights reserved.
Bulk Import of Business Documents
26© Copyright 2007 EMC Corporation. All rights reserved.
Bulk Import of Business Documents
27© Copyright 2007 EMC Corporation. All rights reserved.
Bulk Import of Business Documents
28© Copyright 2007 EMC Corporation. All rights reserved.
Bulk Import of Business Documents
29© Copyright 2007 EMC Corporation. All rights reserved.
Bulk Import of Business Documents
30© Copyright 2007 EMC Corporation. All rights reserved.
Bulk Import of Business Documents
31© Copyright 2007 EMC Corporation. All rights reserved.
Bulk Import of Business Documents
32© Copyright 2007 EMC Corporation. All rights reserved.
Bulk Import of Business Documents
33© Copyright 2007 EMC Corporation. All rights reserved.
Learn More
Bulk Update of Business DocumentsScenario Three
34© Copyright 2007 EMC Corporation. All rights reserved.
Bulk Update of Business Documents
35© Copyright 2007 EMC Corporation. All rights reserved.
Bulk Update of Business Documents
36© Copyright 2007 EMC Corporation. All rights reserved.
Bulk Update of Business Documents
37© Copyright 2007 EMC Corporation. All rights reserved.
Bulk Update of Business Documents
38© Copyright 2007 EMC Corporation. All rights reserved.
Bulk Update of Business Documents
39© Copyright 2007 EMC Corporation. All rights reserved.
Bulk Update of Business Documents
40© Copyright 2007 EMC Corporation. All rights reserved.
Bulk Update of Business Documents
41© Copyright 2007 EMC Corporation. All rights reserved.
Bulk Update of Business Documents
42© Copyright 2007 EMC Corporation. All rights reserved.
Bulk Update of Business Documents
43© Copyright 2007 EMC Corporation. All rights reserved.
Bulk Update of Business Documents
44© Copyright 2007 EMC Corporation. All rights reserved.
Bulk Update of Business Documents
45© Copyright 2007 EMC Corporation. All rights reserved.
About the SolutionA more robust and secure intranet
InvestNet is now a dynamic site with systematic navigationEach user has access to a specific business portalDocuments can be placed into Documentum once and published across portalsUp to 100 documents can be updated at onceSite and access security is built in and maintained by the Web site business owners
46© Copyright 2007 EMC Corporation. All rights reserved.
About the SolutionThe results of the deployment
Satisfies the regulatory and audit requirements for the content maintained on the siteMaintained integrity of content management processAbility for business users to maintain both content and navigationConsistent business content across web siteReduction in IT maintenance costsImproved ability to scale with business strategy
47© Copyright 2007 EMC Corporation. All rights reserved.
Future DirectionInvestNet’s next steps
Migration of ASW intranet site from SQL Server to EMC Documentum technologyEnhancements to Web Publisher bulk importer/updater and search featuresInvestNet delivery via Evergreen ExtranetIntranet site delivery to third party broker/dealer business partners and outside U.S.Utilize Google for enhanced search