Vignette Corporation ©2007 ‘Life after Optical’ David Redman Principal Sales Engineer

Vignette Corporation ©2007

‘Life after Optical’

David RedmanPrincipal Sales Engineer


2

Agenda

Vignette & Optical Storage

Storage requirements facing today’s Businesses

Vignette Corporate Enterprise Archive

Vignette & HP

Legacy & Vignette IDM Migration Options

Conclusion


3

Back in History

When we first implemented corporate archives:

UNIX was the only ‘real’ operating system

Windows O/S did not exist

Specialist graphics cards were required

Server disks of 512MB were expensive and rare

Optical storage was the only option


4

Vignette and HP Optical Storage

0

5

10

15

20

25

30

35

1990 1995 1998 2003 2006 2010

Year

GB

per

dis

k

Optical


5

Magnetic Disk Storage Capacity Comparison

0

200

400

600

800

1000

1200

1990 1995 1998 2003 2006 2010

Year

GB

per

dis

k

MagneticOptical


6

Optical Challenges

Reliability

Performance

Scalability

Sequential writes

Physical drives

Single arm

Server room space

Administration

Cost of media

Migration to latest format

Disaster Recovery & Backup

Data Deletion


7

The Rising Importance of Enterprise Content Management

The explosion of unstructured data is one of the biggest challenges facing business today.

The quantities of documents, images, email, Web content, audio and video are all growing at an astonishing rate.

Within corporations, unstructured data currently accounts for 80 percent of a company's overall data, and the amount of unstructured data in a company is doubling every two years.


8

Web Content

Reports, StatementsFax

Office Documents

eMail

IDM / VRDIDM / VRDRepositoryRepository

Images

Video

PaperRecords

Forms

E-Forms

CollaborationSessions

Chat

Photos

Vignette Imaging and Workflow:

It’s not just about paper anymore…

Marci Maddox

rearranged and added a title


9

Unstructured Content Explosion

0

20

40

60

80

100

120

140

160

180

200

1985 1990 1995 2000 2005 2010 2015

IM

Web

Email

Fax

Phone

Mail


10

Today’s business storage requirements

Availability of business knowledge

Infrastructure resilience

Usability & Accessibility of information

Performance & scalability

Regulatory Compliance

Data Protection Act / FSA / MiFID

Records Management Influence Desktop Integration Legal Holds Disposition Export


11

Today’s business storage requirements (cont’d)

Information Architecture

Single Source of Truth

Centralise not Silo

Life Cycle Management

Application Architecture

Configure NOT Build

Open Standards SOA / Web Services

BPM Messaging / Integration & Case Management


12

The Enterprise Challenges

InformationDelivery

Capabilities:

Personalize

Contextualize

Application

Fulfillment

Collaborate

Information Demand Chain

InformationManagement

Capabilities:

Capture

Manage & Produce

Publish

Retention

Disposition

Information Supply Chain


13

‘Corporate Enterprise Archive’ Services

Business Process Management

En

terp

rise

Co

nte

nt

Man

agem

ent

Inte

rfac

es

Roles/Group Based Security

LibraryServices

Auditing Reporting

Repository

Po

rtal & W

eb A

pp

lication

s

Employee Intranet Self-Service Extranets Public Internet

Capture SearchRetrieval& Format

CaseManagement

Document Management Records Management

Repository Storage(RDBMS)

IntegrationServices

Identity ServicesLDAP, Single Sign-On

Archival Storage Developer Services

Retention ManagementNotification Services


14

Southern Pacific Mortgage Ltd

About Southern Pacific Mortgage Ltd (SPML)• A subsidiary of Lehman Brothers, SPML was established in 1996 to supply mortgage services

through specialist vendors. Operating from offices in Kensington and High Wycombe, SPML employ 400 people within the UK. SPML is one of twelve organisations to hold the Financial Advisers 5 Star Service Award.

Challenges• To update existing business processes to enable all customer records to be held and processed

electronically.

• SPML had to meet with UK regulation requirements set by the FSA, which demand that mortgage lenders retain records of all customer history, from start to finish of the relationship.

• To provide all staff with immediate access to required documents, removing the need for costly off-site storage of paper based materials.

• The introduction of an audit trail for all supporting paper documents and internal process, eliminating the need for time consuming manual administration procedures.

Solution • After a detailed review of their processes and Vignette’s product offering, SPML engaged with Vignette in 2002. Combined with a proven

history in the mortgage sector, Vignette’s flexibility and commitment to the project fulfilled all initial project requirements, whilst displaying the functionality to expand with the organisations needs.

Results

• Since introducing Vignette IDM, SPML has increased customer service levels by 40%. This number is expected to increase further during the next year as SPML benefit from increased efficiencies.

• Vignette IDM enables additional volume of loans to be processed at no extra cost.

• All customer files are now managed electronically, enabling staff to immediately find all the information pertaining the loan and effectively respond to customer queries.

• SPML is able to meet the requirements set by the FSA, both now and into the future.

• There are future plans for the creation of enhanced customer self service functionality feature, including the introduction of direct debit services.


15

ACE International Insurance

ACE Insurance provides its 9000 employees across 50 countries with

instant access to policy holders’ insurance accounts. The company’s

automated system has reduced policy processing times dramatically.

ACE Insurance provides its 9000 employees across 50 countries with

instant access to policy holders’ insurance accounts. The company’s

automated system has reduced policy processing times dramatically.

Currently over 8 million Currently over 8 million documents are in the system documents are in the system

saving the company over 20% on saving the company over 20% on floor space alone.floor space alone.

Currently over 8 million Currently over 8 million documents are in the system documents are in the system

saving the company over 20% on saving the company over 20% on floor space alone.floor space alone.

ACE has seen a drastic increase ACE has seen a drastic increase in the number of policies written in the number of policies written

and an increase of 185% in and an increase of 185% in revenue with no additional cost.revenue with no additional cost.

ACE has seen a drastic increase ACE has seen a drastic increase in the number of policies written in the number of policies written

and an increase of 185% in and an increase of 185% in revenue with no additional cost.revenue with no additional cost.


16

Transforming Customer No-Service

Stroud & Swindon Building Society in the UK specializes in loan processing.

The helpline went from double digit abandonment to 85% first time resolution rates with faster access to documents.

Stroud & Swindon Building Society in the UK specializes in loan processing.

The helpline went from double digit abandonment to 85% first time resolution rates with faster access to documents.

Filed paper was reduced Filed paper was reduced from 4,000 to <50 per month from 4,000 to <50 per month

freeing up space and freeing up space and increasing productivity by increasing productivity by

20%.20%.

Filed paper was reduced Filed paper was reduced from 4,000 to <50 per month from 4,000 to <50 per month

freeing up space and freeing up space and increasing productivity by increasing productivity by

20%.20%.

A quieter, calmer A quieter, calmer environment imaged over environment imaged over

1.8 million documents in 27 1.8 million documents in 27 months.months.

A quieter, calmer A quieter, calmer environment imaged over environment imaged over

1.8 million documents in 27 1.8 million documents in 27 months.months.


17

Student Loans Company Limited

The Student Loan Company is The Student Loan Company is the sole issuer of student the sole issuer of student

loans in the UK with a loan loans in the UK with a loan book totaling over $1.7 Billion.book totaling over $1.7 Billion.

The Student Loan Company is The Student Loan Company is the sole issuer of student the sole issuer of student

loans in the UK with a loan loans in the UK with a loan book totaling over $1.7 Billion.book totaling over $1.7 Billion.

600,000 loans are issued 600,000 loans are issued annually to a customer annually to a customer

base of 1.8 Million in the base of 1.8 Million in the UK.UK.

600,000 loans are issued 600,000 loans are issued annually to a customer annually to a customer

base of 1.8 Million in the base of 1.8 Million in the UK.UK.

The 800 staff members at the 2 The 800 staff members at the 2 different locations are able to track and different locations are able to track and prioritize cases, automatically able to prioritize cases, automatically able to

retrieve data, and return customer retrieve data, and return customer documents without additional staff documents without additional staff

needed.needed.

The 800 staff members at the 2 The 800 staff members at the 2 different locations are able to track and different locations are able to track and prioritize cases, automatically able to prioritize cases, automatically able to

retrieve data, and return customer retrieve data, and return customer documents without additional staff documents without additional staff

needed.needed.


18

Vignette & HP Integration - FSE

Web Services

Vignette/HP Compliant Information Desktop

Vignette Archive

Vignette Portal

WSRP

SOAP + WS-Security

HP FSE

NAS

Rendering Services

DocumentCapture

BusinessApplications

RetentionManagement

Imaging / Case Management / Search / E-Mail Archiving

LOB Applications


19

Vignette & HP Integration - RISS

IDM Web Services

Vignette/HP Compliant Information Desktop

Vignette Archive

Vignette Portal

WSRP

SOAP + WS-Security

HP RISS

Web Services

StorageManagerRendering

Services

DocumentCapture

E-MailCapture

RetentionManagement

Imaging / Case Management / Search / E-Mail Archiving


20

Vignette IDM Integration - RISS

Win32 Client

Vignette Integrated Document Manager Repository

Cache

Document Enabled Line Of Business Applications

HP RISS

StorageManager

DocumentCapture

E-MailCapture

Browser ClientActiveX Citrix Web Services


21

Migration from Legacy Document Management

File SystemEmulation

Legacy DocumentManagement System

LAN/WANLAN/WAN

Meta Data

Content

Vignette

LAN/WANLAN/WAN

HP ILM(RISS / FSE)

Meta Data


22

Option 1: Replacement



LAN/WANLAN/WAN

Meta Data

Content

Vignette

LAN/WANLAN/WAN

HP ILM(RISS / FSE)

Meta Data

export import

TempArea


23

Option 2: Embrace & Expand



Content

Vignette

LAN/WANLAN/WAN

HP ILM(RISS / FSE)

Meta Data

Legacy Link

•Legacy system becomes read-only

•Documents retrieved on demand

•Background migration of archive subset

•Controlled legacy system decommission


25

Vignette IDM Migration

Vignette IDM

LAN/WANLAN/WAN

Meta Data

Content

Cache /FSE

RISS Storage Manager

HP JukeboxManager

•Controlled Migration

•Jukebox becomes read-only

•Capture to RISS / FSE

•No change to Meta Data

HP RISS


26

Optical Challenges Magnetic Benefits

• Reliability

• Performance

• Scalability

• Sequential writes

• Physical drives

• Single arm

• Server room space

• Administration

• Cost of media

• Migration to latest format

• Disaster Recovery & Backup

• Data Deletion/Management


27

Vignette & HP Summary

• Global Partnership

• Standards based solutions

– Hardware

– Applications

– Operating Systems

• Proven Track Record

• Certified integrations

• Single platform for Document Management and Enterprise Content Management

• Simple migration strategy
