10 key decisions_your_ecm_checklist

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10 Key Decisions: Your ECM Checklist

Michelle Huff

Product Management Director


Agenda

• Movement to ECM as Infrastructure

• Why Shared Services Model

• Ten Key Decisions & Oracle’s Approach

• Summary

• Questions?

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• Questions?


Movement to

Enterprise Content Mgmt

(ECM) as Infrastructure

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(ECM) as Infrastructure

The Information ExplosionDocuments, Images, Voice, Video, IM, Email …

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Marketing

SalesHR

Engineering Secure Deal Collaboration

Marketing and Brand Management

Web PresenceDocument & IPManagement

EmployeeOn-boarding

Enterprise Content ManagementFoundation for Content-Centric Business Solutions

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Legal

Finance

IT

Accounts Payable

Regulatory Compliance

HelpDesk

Contract Mgmt

Policies & Procedures

RecordsManagementClaims

Processing

Enterprise Content Management

Enterprise Content ManagementBack-Ending Enterprise Applications & Processes

IDC Sees Growing Awareness of the value of better integrating content into enterprise applications & enterprise business processes

• Streamline business processes

• Improve cost efficiency

IDC Sees Growing Awareness of the value of better integrating content into enterprise applications & enterprise business processes

• Streamline business processes


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• Improve consistency and auditability

• Improve business agility

• Fueling growth of vertical and LOB content-enabled applications

Source: Worldwide Content Management Software 2009-2010 Forecast: First Look (IDC #217207, March 2009


• Improve consistency and auditability

• Improve business agility

• Fueling growth of vertical and LOB content-enabled applications

Source: Worldwide Content Management Software 2009-2010 Forecast: First Look (IDC #217207, March 2009

ECM as Software InfrastructureContent Management as a Shared Service

• Better manage & reduce costs– Reuse of customizations & processes

– Reuse existing models for attributing costs to different departments & divisions

– Better manage overall costs related to content

– Reduce costs by concentrating skill-sets to one team

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– Reduce costs by concentrating skill-sets to one team

• Ensure consistent policies & services to internal customers– Up-time / SLA

– System & content back-up / recovery

– Security applied uniformly (policies, patches, etc.)

– Retention policies can be applied uniformly


Ten Key Decisions &

Oracle’s Approach

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Assess Your Content EnvironmentUnderstand, Define, Prioritize

• Perform content inventory across your business

– # of content repositories and systems

• Understand how they are being used and why

• Define & prioritize content stores

– Strategic

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– Strategic

– Tactical

– Replaceable

• Cost - benefit analysis

SOA, BPM, JDev

Oracle Enterprise Content Management

PortalConnectors

OOTBWeb Apps

Mobile Delivery

Desktop & Office

Integrations

Application Connectors

Oracle Content ManagementUnified and Integrated Enterprise Content Mgmt

E-BUSINESS SUITE

PEOPLESOFT

SIEBEL | JD EDWARDS

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High Values Features and Services

Notes / Domino

3rd Party

File Systems

BusinessIntelligence

Identity Mgmt

ApplicationGrid

Core Content Services

FUSION

MIDDLEWARE

A

D

A

P

T

E

R

S

ArchivingCapture Web Content Imaging

Digital Assets

Document Rights Records

The American Institute of Architects (AIA)

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Partner:

Establish An “ECM Center of Excellence”Cross-departmental team responsible for success

• Team of

• High-level executives

• Technical architects

• Business / content owners

2

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Defining Shared Services StrategyModel, Functionality & Performance Requirements

• Where do you draw the line between common infrastructure

services vs. specific business group functionality?

• Plan on multiple performance demands

• High volume ingestion vs. contribution vs. consumption

3

Determining File & Storage Mgmt NeedsWhere the content “lives” and its lifecycle requirements

• File system vs. database

• Hierarchical storage management

• Records and retention management policies

4

Oracle’s Approach to File Storage & ManagementOpen & Integrated = Flexible Options

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Open & Integrated = Flexible Options

Oracle Database

SecureFiles, RAC AuditVault, DB Vault

3rd Party

Database, File System

OracleStorage

Archive Manager

Oracle Enterprise Content Management

Oracle

Exadata *DB Machine

* High Volume Results:179 million docs / day

* Two Node UCM Server + Exadata Half Rack Hardware

Defining Enterprise Taxonomy & MetadataBalancing usability and findability

• Don’t focus on trying to make it “perfect” before you go-live

• Recognize your corporate taxonomy evolves

• Ensure that your tools allow it to easily grow and be maintained

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Outlining Security Requirements6

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Outlining Security RequirementsBalancing data protection and information sharing

• Remember security is meant to “secure” not “organize”

• Unless there’s a compelling reason to prevent access – err on

the side on information sharing

• Tracking is as important as securing

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Research ReusabilityContent and content-related business processes

• This can be tough to discover – common areas to look• Multi-channel marketing content

• Translated content

• Technical documents

• Customer-related documents

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Investigate Key Content Integrations8

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Investigate Key Content IntegrationsFor enhanced functionality, efficiency, usability

• Where do we need to integrate content?

• Enterprise applications & custom Web applications

• Within existing business processes

• Customer & partner “touch points” – Web sites, mobile, email

• Desktop and collaborative tools

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Oracle’s Approach: ECM FoundationFor Middleware & Enterprise Applications

• Out of the box integrations with

Fusion Middleware

• Out of the box integrations with

Oracle Applications

• Strategic Platform for Oracle

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• Strategic Platform for Oracle

Fusion Applications

Directly From Your DesktopIntegrations w/ Microsoft Office & Windows Explorer

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Directly from Enterprise ApplicationsOut of the Box Integrations for Accessing Content

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Directly within Business ProcessesCertified Solution Accelerators

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Automate and image-enable: A/P, Time & Expense, Student & Employee On-Boarding…

Directly from Sites & Custom Web ApplicationsIn-Context Web Content Authoring & Approvals

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Directly from Portals & Composite AppsWith Oracle WebCenter Suite

• Modern User Experience Platformfor the Enterprise & Web

• UCM is strategic content repository

• Leverage’s Oracle Universal Content Management for Web Content Management

• Enterprise Social Services

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• Enterprise Social Services

• Activity streams & graphs

• Recommendations, mash-ups, blogs & wikis

• Build communities & spaces

• Community member interaction

• Bring collaboration to critical business processes & applications

Target First ProjectsKey projects that offer quick success

• Try to focus on low hanging fruit with quick ROI

• Start building the processes and institutional knowledge within your ECM Center of Excellence

• Gain momentum for user adoption

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Invest in Change Management & Training

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Invest in Change Management & TrainingAn ECM strategy is an ongoing initiative

• Build in processes for end-user feedback throughout the

implementation

• Identify and help enable and train your business

champions and early adopters

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Partner:

Oracle Content Management 11gMoving from Point to Platform

• A Simple, Smart and Scalable Content Infrastructure– Low cost of ownership

– Effective standardization

• A Pre-Integrated Solution for Content-Enabling Oracle’s Business Applications– High return on your investment

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– High return on your investment

– Improved business responsiveness

• A Foundation for Content-Centric Business Solutions– Optimize revenue and mitigate risk

• The Strategic ECM Solution– Complete, Open, & Integrated

– Join 7900+ Oracle Content Management customers

Engage in the Conversations!

Twitter: #WebCenter, #E20, #ECM, #Oracle

Facebook: http://facebook.com/OracleE20

http://facebook.com/OracleWebCenter

LinkedIn

Oracle Enterprise 2.0 Group

Oracle’s Enterprise 2.0 blog:http://blogs.oracle.com/enterprise20

Get your Oracle Red Velvet Cupcake!

Oracle Track@info360In Room 154

3:30 Unlocking The Value of Your Application Content Stephen Schleifer and Brian Dirking, Oracle

Learn how organizations are drastically cutting costs and raising productivity by making content available

in enterprise applications

4:20 Optimize Web Content TargetingMichelle Huff, Oracle

Molly Wenzler, MeadWestvaco

Learn how with Oracle’s revolutionary one-click web content management, in-context updates can be

added to any web application by just dragging and dropping Oracle Content Management services into

your application

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