Enterprise Content Management - PROJECT CONSULT · Enterprise Content Management Definitions, components, and challenges Dr. Ulrich Kampffmeyer PROJECT CONSULT Unternehmensberatung

Enterprise Content ManagementDefinitions, components, and challengesDr. Ulrich Kampffmeyer

PROJECT CONSULTUnternehmensberatungDr. Ulrich Kampffmeyer GmbHBreitenfelder Straße 1720251 Hamburgwww.project-consult.com© PROJECT CONSULT 2006

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Enterprise Content ManagementDefinitions, components, and challenges

Dr. Ulrich KampffmeyerDMS EXPOKöln, 19. September 2006

P R O J E C T C O N S U L TUnternehmensberatung Dr. Ulrich Kampffmeyer GmbH



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Contents

• Babylon: Terms & Acronyms

• Definition

• The „5 C“ of ECM

• ECM Components

• Market Developments and Trends

• Outlook



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© PROJECT CONSULT 2002

Records ManagementRecords Management

Electronic Document -ManagementElectronic Document -ManagementImagingImaging

MultiMedia-DatenbankenMultiMedia-Datenbanken

Web Content ManagementWeb Content Management

Enterprise Content ManagementEnterprise Content ManagementEAIEAI

BPMBPM

EDMEDM

WorkflowWorkflow

EDMEDM

EDRMSEDRMS

Elektronische ArchivierungElektronische Archivierung

Collaborative CommerceCollaborative CommerceASP / DMCOASP / DMCO

Document WarehouseDocument Warehouse

Optical FilingOptical Filing

E-BusinessE-BusinessBusiness Process ManagementBusiness Process Management

Digital SignatureDigital Signature

GroupwareGroupware

Collaborative CommerceCollaborative Commerce

Knowledge ManagementKnowledge Management

Engineering Document ManagementEngineering Document Management

Document Related TechnologiesDocument Related TechnologiesContent ManagementContent Management

ScanningScanning

Media Asset ManagementMedia Asset Management

Enterprise Application Integration


COLDCOLD

Digital Rights ManagementDigital Rights Management

DMSDMS

Intranet RepositoryIntranet

Repository

PortalePortaleDocument Management Document Management

ILMILM

UDMUDM

Digital Asset ManagementDigital Asset Management

MAMMAM

iECMiECM

IDOMIDOM

EDMEDM

Enterprise Content IntegrationEnterprise Content Integration

ECIECI

CMSCMS

DRMDRMREAREA

Revisionssichere ArchivierungRevisionssichere Archivierung

E-Mail ManagementE-Mail ManagementKMKM

ERMERM

IRSIRS

DMDM

WCMWCM

DRTDRT

EDMEDM

Business Process ManagementBusiness Process Management

BPMBPM

CaptureCapture

Output ManagementOutput Management

Multi Channel DistributionMulti Channel Distribution

PreservationPreservation

EAkteEAkte

TCMTCM

IDARSIDARS

VCMVCM

DAMDAM

Elektronische SignaturElektronische Signatur

eSignatureeSignature

Information Lifecycle ManagementInformation Lifecycle Management

Single Instance ArchivierungSingle Instance Archivierung


Compliant Transaction ArchiviCompliant Transaction Archivin

CTACTA

Electronic Records ManagementElectronic Records Management

Single SourcePublishing


WorkflowWorkflow

WissensmanagementWissensmanagement

CollaborationCollaboration

Enterprise Content ManagementEnterprise Content ManagementOMSOMS



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BPMBPM

EDMEDM

WorkflowWorkflow

ECMECM

EDRMSEDRMS







GroupwareGroupware





ScanningScanning




COLDCOLD


DMSDMS


Repository


ILMILM

UDMUDM


MAMMAM

iECMiECM

IDOMIDOM

EDMEDM


ECIECI

CMSCMS

DRMDRMREAREA



ERMERM

IRSIRS

DMDM

WCMWCM

DRTDRT

EDMEDM


BPMBPM

CaptureCapture




EAkteEAkte

TCMTCM

IDARSIDARS

VCMVCM

DAMDAM





Asset ManagementAsset Management

Compliant Transaction ArchivCompliant Transaction Archiva

CTACTA




WorkflowWorkflow




ECMECM

DCTDCT

TCMTCM

UDOUDO

PDDPDD

PDMPDM

BIBI



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BPMBPM

EDMEDM

WorkflowWorkflow

ECMECM

EDRMSEDRMS







GroupwareGroupware





ScanningScanning




COLDCOLD


DMSDMS


Repository


ILMILM

UDMUDM


MAMMAM

iECMiECM

IDOMIDOM

EDMEDM


ECIECI

CMSCMS

DRMDRMREAREA



ERMERM

IRSIRS

DMDM

WCMWCM

DRTDRT

EDMEDM


BPMBPM

CaptureCapture




EAkteEAkte

TCMTCM

IDARSIDARS

VCMVCM

DAMDAM





Asset ManagementAsset Management

Compliant Transaction ArchivCompliant Transaction Archiva

CTACTA




WorkflowWorkflow




DCTDCT

TCMTCM

UDOUDO

PDDPDD

PDMPDM

BIBIECMECM



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? ?



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ERP CRMCMS



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EERP CCRMMCMCMS

ECMECM



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Unstructured Content

DataBusiness Processes

STORE

MANAGE

DELIVER

PRESERVE

CAPTURE

AIIM International, 2001



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Enterprise Content Management: Technologies used to

Capture, Manage, Store, Preserve, and DeliverContent and Documents

related to Organizational Processes.



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Enterprise Content Managementis a StrategyStrategy or VisionVision,

not a single Product!



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AIIM International

ERP EnterpriseEnterpriseApplicationsApplications

EnterpriseEnterpriseContentContentManagementManagementWeb Content

ManagementDoc MgmtImaging

Domino Exchange RDMS FileSystem

Workflow Collaboration

Data WarehousingMining

EAI

E-Business

InfrastructureInfrastructure

IntegrationIntegration

AP/AR RM/A CRM HRM

Enterprise Content Management –infrastructure



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AIIM International







EAI

E-Business



AP/AR RM/A CRM HRM

ECM concept #1

Middleware



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AIIM International







EAI

E-Business



AP/AR RM/A CRM HRM

ECM concept #2

Independent Services for all Applications



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AIIM International







EAI

E-Business



AP/AR RM/A CRM HRM

ECM concept #3

Uniform, FederatedEnterprise Repository

for all Types of Information



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Content



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Collaboration



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Compliance



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,,. . . whoever knowingly alters, destroys, mutilates, conceals, covers up, falsifies or makes a false entry in any record, document or tangible object with intent to impede, obstruct or influence the investigation or proper administration of any matter within the jurisdiction of any department or agency of the United States or any case filed under title 11 or in relation to, or contemplation of any such matter of case, shall befined under this title, imprisoned not more than20 years, or both."

(Sarbanes-Oxley Act of 2002, Sec. 802, §1519)



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Continuity



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Cost



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AIIM Model for ECM Enterprise Content Management

CAPTURE

PRESERVE

DELIVERSTORE

MANAGE

STORE WCM

RM

WF/BPM

DMCollab



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CAPTUREInput Management

Human created Recognition

• Office Documents • OCR

• Form • HCR

• Rich Media • ICR

• Microfilm • OMR

• Barcode

Application created• ERP

• XML

Forms Processing

E-Forms/Web-Forms

• Financial Applications Aggregation

• E-Billing COLD/ERM

Indexing

Input Designs

Categorization

Input



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CAPTUREHuman created



• Form • HCR



• Barcode


• XML

Forms Processing

E-Forms/Web-Forms



Indexing

Input Designs

Categorization

Input



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CAPTUREApplication created



• Form • HCR



• Barcode


• XML

Forms Processing

E-Forms/Web-Forms



Indexing

Input Designs

Categorization

Input



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CAPTURERecognition



• Form • HCR



• Barcode


• XML

Forms Processing

E-Forms/Web-Forms



Indexing

Input Designs

Categorization

Input



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CAPTUREForms Processing



• Form • HCR



• Barcode


• XML

Forms Processing

E-Forms/Web-Forms



Indexing

Input Designs

Categorization

Input



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CAPTURECOLD



• Form • HCR



• Barcode


• XML

Forms Processing

E-Forms/Web-Forms



Indexing

Input Designs

Categorization

Input



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CAPTUREIndexing & Classification



• Form • HCR



• Barcode


• XML

Forms Processing

E-Forms/Web-Forms



Indexing

Input Designs

Categorization

Input



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MANAGE

WCM

RM

WF/BPM

DMCollab



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MANAGE

WCM

RM

WF/BPM

DMCollab



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MANAGEDocument Management

STORE WCM

RM

WF/BPM

DMCollab

• Check-in/Check-out• Version Management• Search and Navigation• Visualization



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MANAGECollaboration

STORE WCM

RM

WF/BPM

DM

Collab

• Collaborative authoring • Knowlege bases • Whiteboards • Video conferencing• Consolidation of

information



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MANAGEWeb Content Management

STORE WCM

RM

WF/BPM

DMCollab

• Content creation• Publication process• Conversion• Security• Web site visualization



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MANAGERecords Management

STORE WCM

RM

WF/BPM

DMCollab

• Filing structures and file plans• Thesaurus• Retention periods• Metadata• Archive management



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MANAGEBusiness Process Management

STORE WCM

RMWF/BPM

DM

Collab

• Process and structure organization• Process design• Vizualisation of Process• Routing• Monitoring• Parallel and sequential processing

• Reminders, deadlines• Checking• Logging



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STORE

Repositories

Library Services

Technologies



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STORE• File Systems• Content Management

Systems• Databases• Data Warehouses Repositories



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STORE• Search/Retrieval• Version Control• Check In/Check Out• Audit Trail

Library Services



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STORE

Technologies

• Hard Disk• RAID• SAN• NAS

• Optical• OD• DVD• CD

• Tape



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STORE

Repositories

Library Services

Technologies

ILM Information Lifecycle Management



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PRESERVE

Archive• Paper• Microfilm• NAS/SAN• WORM HD• WORM OD• WORM TAPE

Deletion



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PRESERVELong-term archiving

Digital optical storage media:• WORM OD (Write Once Read Many Optical Disk)• CD (Compact Disk)• DVD (Digital Versatile Disk)



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Is there still a need for „True“ WORM media?



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Is there still a need for „True“ WORM media?

Alternatives

• WORM Tape• WORM Harddisk

with special software/firmware proctection



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PRESERVE

Archive• Paper• Mikrofilm• NAS/SAN• CAS• WORM• WORM-TAPE

Deletion

Long-term Archivingimplies

Continuous Migration



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DELIVEROutput Management

DitributionSecurity Technologies

Transformation

• PapierViewer

• Digitales Fernsehen• Digital Signature• KonverterPublishing

• Syndication

• Compression

• Datenübermittlung mittelsEDI, XML u. anderer Formate

• CD / DVD

• PDF

• Email und Fax• Digital RightsManagement/Watermark

• XML

• E-Business-Portale• Personalization

• Internet, Intranet, Extranet• PKI• COLD/ERMLayout/Design


Transformation

• PapierViewer


• Syndication

• Compression


• CD / DVD

• PDF


• XML



Security as ECM Infrastructure

Output

• Datatransfer viaEDI, XML and other formats

• Digital TV

• Email and Fax

• Digital TV

• Paper



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DELIVERTransformation


Transformation

• PapierViewer


• Syndication

• Compression


• CD / DVD

• PDF


• XML




Transformation

• PapierViewer


• Syndication

• Compression


• CD / DVD

• PDF


• XML




Output

• Datatransfer via

• Digital TV

• Paper

• Email and Fax



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DELIVERSecurity


Transformation

• PapierViewer


• Syndication

• Compression


• CD / DVD

• PDF


• XML




Transformation

• PapierViewer


• Syndication

• Compression


• CD / DVD

• PDF


• XML




Output

• Datatransfer via

• Digital TV

• Datatransfer viaEDI, XML and other formats

• Digital TV

• Paper

• Email and Fax



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DELIVERDistribution



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CAPTURE

PRESERVE

DELIVERSTORE

MANAGE

STORE WCM

RM

WF/BPM

DMCollab

ECM Model 2003

ECM House 2005



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ECM House



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ECM House



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• DAM Digital Asset Management• E-Mail Management• EAI Enterprise Application Integration• Search/Retrieval• Content Integration• Backup/Recovery• Longterm Archival• Migration• Localization• DRM Digital Rights Management

New residents in the ECM-House



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• ECM Suites

• ECM integrated Systems

• ECM Components & Services



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ECM

Collaboration

Outputmanagement

Storage/Archivierung

Hardw

are

Databas

e

ERP-

Wor

kflo

w/

Rec

ords

Man

ag.

WCM/Portal

Integration

Competing vendors



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International ECM Vendors

• IBM• FileNet• EMC Documentum• OpenText

• Hummingbird, Mobius, BancTec, OnBase and others



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Midsize ECM Vendors

• Ceyoniq• d.velop• Docuware• Easy• ELO• H & S• Optimal Systems• Saperion• SER• Zylab

• and some 100 more



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Collaboration

• MicrosoftVista with Workflow, SharepointPortal Server, InfoPath, Exchange

• IBMWebsphere, Domino

• Oracle10g Content Services, Workflow



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Output Management

• Adobe• Betasystems• ISIS• XEROX

• and others



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„Printer“-Hardware

• XEROX• CANON• Brother• Lexmark• Ricoh

• and others



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Databases

• IBM• Oracle• Microsoft

• and others



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Storage-System Vendors

• EMC• HDS• HP• IBM• NetApp• SUN

• and others



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System Vendors

• More and more …



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ERP Standard-Software

• SAP• Oracle• Sage

• and others



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Web Content Management

• Vignette• Stellent• Interwoven

• and many others

• … as well as Open Source …



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The market grows fast …



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The market grows fast …

But the growth is sharedamong many

old and new competitors



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93 © Copyright PROJECT CONSULT GmbH 2002 / Autorenrecht Dr- Ulrich Kampffmeyer 2001-2002© PROJECT CONSULT 2002












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ECM with its comprehensive goal is not a product, but rather a vision, a strategy, and at best a solution portfolio.

The claim of having one solution for every application from a single source is simply not realistic.



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WCM, ECM, portals and other document related technologies are blending together.

Only a few vendor portfolios come up to ECM’s claims.



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The market is swamped with ECM products and ECM components.

Like the other software and IT market segments, the ECM market will consolidate.



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Information has only inherent value when it is used as knowledge in processes.

The value of information must be considered in planning and operations alike, and justifies investments in ECM as infrastructure.



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The dangerous dependence on the availability and correctness of electronic information is constantly growing.

Companies, government and society are already today completely dependent on the availability of electronic information.



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We suffer from information overflow. Identifying the valuable, important information is a tedious process.

Systematic, accurate, and focussed access to exponentially growing information volumes gets more and more important.



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The first gaps in electronic information preservation have occurred. Electronic knowledge has already been irretrievably lost.

The orderly and long-term usable storage of valuable information is growing in importance.



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The real value of ECM solutions is not adequatly communicated to the potential endusers and decision makers.

The necessity of ECM is an issue for the management of every company and has to be communicated in regard to business issues, business continuity, compliance, and competition implications.



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ECM will become infrastructure at the levelof operating systems, databases and software services.

ECM basic functionality is a commodity.



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The change of a physical, tangible world of information into a virtual world.

Our children will laugh about the problems we face today.



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Dr. Ulrich KampffmeyerE-Mail: [email protected]

This presentation and the related text documentation in English, German and French can be downloaded from our website:

www.PROJECT-CONSULT.com