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THE BOTTOM LINE
As the enterprise content management (ECM) market continues to mature, vendors are
aligning solution development strategies around simplification and integration, facilitating
broader adoption among users and delivering content in the applications where it is most
needed. This Value Matrix evaluates vendors’ ability to deliver value based on usability
and functionality, and how they are innovating to compete within the changing ECM
market dynamic.
As the volume of content within the enterprise continues to grow, companies continue to
invest in ECM solutions to manage the lifecycle of content to ensure that information does
not slip through the cracks and potential enterprise value is not lost. Despite the relative
maturity of the ECM market, vendors continue to develop and enhance offerings for cloud
and hybrid deployments as users increasingly turn to these environments to produce a
higher ROI.
Nucleus has identified three driving forces that are being integrated into the product
roadmap for ECM vendors moving into the second half of 2014, including:
Simplification. Nucleus is seeing an increased vendor focus on developing solutions
with a higher priority on the user experience, reducing clutter in the user interface,
automating more processes to reduce training times and increase the productivity for
daily users as well as users that have infrequent interaction with the solution.
Integration. ECM solutions are moving away from stand-alone solutions within the
enterprise. There is a growing trend to integrate the access and management of
content directly into other enterprise applications, such as CRM and HCM solutions,
to provide a more streamlined and efficient experience for the user. These
integrations are reducing time spent switching between interfaces and increasing the
accuracy of content that is entered into the system.
Mobility and collaboration. These functions continue to be strong focal points in the
functionality road map for vendors to enable employees to create and access secure
content from mobile devices and share that information with team members and
customers in a more fluid, office-like experience.
RESEARCH NOTE
TECHNOLOGY VALUE MATRIX FIRST HALF 2014 ECM
Document O80
April 2014
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Leaders in this Matrix are focusing their efforts to provide broad, unified solutions that are
easily deployed either on-premise or in the cloud to provide a depth and breadth of
functionality that can be easily embraced by all users. Nucleus expects greater vendor
attention to delivering deeper content management integration with applications in other
enterprise markets, such as CRM and HCM, to create a more cohesive and fluid user
experience by delivering content within the application user interface.
PerceptiveKofax
Systemware
OnBase IBM
EMC
Oracle
SpringCMM-Files
OpenText
Digitech
EverTeam
Microsoft
Alfresco
HP Autonomy
Laserfiche
Usa
bilit
y
Functionality
Facilitator
Expert
Leader
Core Provider
Facilitator
Expert
Leader
Core Provider
ECM vendors are expanding the reach of enterprise content beyond the office, continuing to add secure mobile tools and social collaboration features to offer access to information across the enterprise regardless of location. In addition, vendors are moving toward more holistic solutions that can manage ECM needs without multiple layers of software to achieve end-to-end functionality within a single solution. ECM user interface integrations across platforms and applications continue to grow, reducing the number of steps necessary for users to enter, access, and manage content.
ECM VALUE MATRIX 1H2014
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LEADERS
Leaders in this Matrix include OpenText, Oracle, IBM, OnBase, EMC, HP Autonomy,
Perceptive Software, and SpringCM.
OPENTEXT
OpenText’s portfolio of enterprise information management systems continues to grow in
depth and breadth offering services to enterprise organizations across all industries.
Transitioning from 2013 into the first half of 2014 OpenText has a continued focus on
improving the usability of its solution offerings to make it easier and more convenient for
users across the enterprise to collaborate, share, and access content. The company is also
working to strengthen its collaboration and sharing capabilities in mobile applications to
meet demands for more powerful mobile collaboration tools. Users remark that OpenText
stands out in its ability to listen to users and respond to needs of individual businesses
and broad industry categories.
OpenText has brought together five product suites intended to provide a bundle of
necessary functionality that can be quickly and easily deployed across the enterprise. The
five suits include the Content Suite, Process Suite, Experience Suite, Information Exchange
Suite, and Discovery Suite. Over time, ECM systems have evolved into large, complex
systems with high levels of functionality, but also require complex and expensive
deployments. OpenText is looking to address these complexities by offering a bundled
offering that is easier to deploy and use, making it more accessible and cost effective for
the enterprise.
OpenText is also strengthening its integrations with other vendor offerings to create a
more fluid user experience regardless of existing systems that an enterprise may be using.
In November 2013, it released OpenText Extended ECM for Oracle E-Business Suite,
allowing companies to combine Oracle ERP processes with ECM functionality to streamline
content sharing and process efficiencies.
In March it released SharePoint Services for OpenText Extended Enterprise Content
Management for SAP Solutions, to help tie together more enterprise systems to enable
users to be more productive and provide more transparency into enterprise content.
In February it also announced new features and capabilities for its OpenText Tempo
product offerings, providing new features for more secure collaboration, social, and file
sync capabilities. The social and collaboration features create more powerful ways for
users to take advantage of mobile applications to be able to work and share while away
from the office, creating smoother collaboration among remote teams and increasing
productivity for employees outside the office.
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Nucleus expects OpenText to continue to streamline its product offerings and introduce
new social and mobile functionality to increase the ease of deployment and overall
usability of its solutions.
ORACLE
Oracle has taken a two-prong approach to develop both the functionality and usability of
its WebCenter offerings. The depth of Oracle’s application infrastructure makes
WebCenter an easily integrated, complimentary content management application for
Oracle systems. However, users have also remarked that it is easily deployed across
environments and integrates smoothly across enterprise processes.
Oracle is extending the functionality of its content management integrations with other
applications, including CRM and ERP, to make it easier for users to capture, manage, and
collaborate with content directly from the application’s user interface. These application
integrations increase productivity for users by reducing time spent screen switching
between UIs and increasing the accuracy of information as it is entered (Nucleus Research,
o62 – SpringCM announces Salesforce integrations, April 2014).
It has also introduced more functionality in its mobile applications, keeping pace with
other vendors by providing a secure mobile experience to keep employees engaged and
empowered with the full range of enterprise content while working from a range of tablets
and smartphones.
In 2013 Oracle redesigned the WebCenter UI to create a simpler, more intuitive user
experience, driving greater adoption among users at all levels of the enterprise and
increasing the overall use of the available functionality. Oracle’s planned addition this year
of Documents Cloud Service will integrate file sharing and sync capabilities to provide
secure cloud-based file sharing and collaboration for WebCenter users.
Nucleus expects that Oracle will continue to improve the usability of its solutions with a
continued focus on the user experience with improved UI design and deeper content
management integrations with other applications, including CRM and HCM, to create a
more streamlined and continuous experience for users.
IBM
IBM’s ECM offerings continue to reflect a strong industry base of knowledge of content
management for large and small enterprise organizations across industries and deployed
environments. IBM continues to innovate deeper functionality anticipating new industry
use cases as businesses create new demands to generate greater value with content.
IBM’s $1.2 billion dollar investment to further develop cloud offerings reflects a strategy to
strengthen its interoperability among different environments to keep pace with shifting
content from on-premise, cloud, and hybrid environments. In keeping with the ECM
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industry and the demands of businesses that are embracing an increasingly mobile
workforce, IBM added new collaboration and content security functions to its MobileFirst
platform.
The latest release of Content Navigator has a streamlined user interface to provide users a
more intuitive search experience. The search capabilities move across systems and
environments, providing a more productive and accurate search experience.
Looking at content integration among applications, IBM is investing heavily in cloud-based
developer platforms to empower users to innovate and customize its solutions to meet
their needs. This developer empowerment will strengthen the intersection between ECM
and other applications, putting IBM in a unique position to empower content
management in new, integrated formats.
While IBM’s offerings are divided among many solutions, the integration and ease of use
across the solutions makes it easy for users to share content in and among the different
pieces. Nucleus expects that as IBM continues to develop its integrations in its analytics
and data offerings, those functions and services will start to merge into its ECM offerings,
creating more cohesive offerings that will offer deeper functionality on-premise and in the
cloud.
ONBASE BY HYLAND
Rebranded this year after the name of its flagship product, OnBase by Hyland continues to
offer comprehensive ECM functionality for document-intensive business processes. Users
can deploy on-premise or through OnBase Cloud, Hyland’s cloud service. Previous
acquisitions have grown OnBase’s offerings, broadening its functionality and giving it the
scalability and depth of functionality to serve large organizations. The company’s focus on
customer service means that while it continues to grow its solution functionality, its
primary focus is ensuring that the solution is intuitive and easily customizable to meet the
needs of small and large businesses across industries.
OnBase makes deployment and customization simple for mid-size companies by
employing menu-driven configuration wizards that make it easy for an enterprise to
customize the solution even if there is no developer on staff. The do-it-yourself approach
to customization makes it easy for users to deploy the software at a lower cost without the
help of developers and IT personnel to customize features and integrations. It also makes
the software highly scalable for any size enterprise by allowing users to change features
and functions as necessary with the growing or shrinking demands of the business
throughout the year and throughout the solution lifetime.
The company has built an industry expertise in the healthcare sector with a strong
deployment history that has grown in recent years. Building industry expertise through
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experience and associations, healthcare deployments now make up approximately 48
percent of OnBase’s revenue.
While cloud deployments are available, it has not become a central strategic focus for
growth within OnBase because customers still prefer to deploy on-premise. Because a
growing number of its customers are moving individual departments, such as human
resources, to the cloud while maintaining other content on-premise, OnBase has
developed seamless integrations for content access and management between those
environments.
In the next year Nucleus expects OnBase to strengthen its functionality around business
intelligence and analytics to enable users to further leverage the value of their content and
streamline business processes.
EMC
EMC Documentum offers a full suite of ECM solutions to handle the lifecycle of content
from capture to archiving and information governance. In January 2014, EMC made a
major release of new functions and features demonstrating a strong focus on content
management integrations with other systems to increase usability making it easier to
access, manage, and collaborate with content across platforms and devices.
New Documentum features included:
Documentum Connector for Microsoft SharePoint 7.1. This integration brings
Documentum’s content and process management capabilities into SharePoint. The
integration includes improved content collaboration and enhanced search capabilities
within SharePoint that still take advantage of Documentum’s content management
functionality.
Syncplicity Connector for Documentum 1.1. This release includes improved document
sharing capabilities once a document has been edited and saved. It also offers
stronger scalability and a simplified installation and administration process to reduce
deployment and maintenance time required by IT.
Documentum InfoArchive. InfoArchive allows companies to archive and search
content from a single location. Both structured and unstructured data can be stored
in the single repository, reducing the number of archives required for content to
speed the search and use of content.
Documentum Services for SAP 7.0. Includes archive, content, and process services for
SAP, further integrating a broad number of Documentum functions into SAP
environments.
EMC is working on broader integrations to embed Documentum functionality more
prominently in existing systems, making it easier for users to incorporate greater content
management into legacy systems that are not yet ready to be retired. The greater
availability of Documentum functions across platforms reduces barriers to adoption and
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allows companies to test-drive specific functionality before adopting the entire
Documentum suite across the enterprise.
InfoArchive provides a single archive structure to store both structured and unstructured
data, reducing complex storage methods and increasing access to data for the enterprise.
Consolidating content archiving will also reduce the number of systems required to
manage and retrieve stored content repositories, reducing software layers and licensing
costs (Nucleus Research, o15 – EMC Documentum InfoArchive release, January 2014).
Nucleus expects that EMC will continue to expand its integration offerings to make it
easier for organizations to incorporate Documentum capabilities, increasing the usability
and adoptability of its systems.
HP AUTONOMY
HP Autonomy offers a broad set of ECM capabilities for companies to manage content in
on-premise, cloud-based, and hybrid environments. In the last year it has developed a
core focus around information governance, integrating its ECM offerings into its
information governance portfolio enabling companies to create consistency and accuracy
as it becomes a more pervasive element in enterprise content management.
In August 2013, HP Autonomy released HP Records Manager 8.0, integrating broad
information governance capabilities within its records management solution, making it
easier for companies to incorporate information governance capabilities into existing
records management practices to automate and integrate the process.
In February it launched HP Healthcare Analytics to enable healthcare providers to leverage
unstructured patient data to provide a more holistic picture of patient information to
enable faster and more accurate diagnosis. HP Autonomy also announced in February an
extension of its eDiscovery Platform that would make it available in cloud environments
for legal practices and businesses to manage and scale content discovery based on the
size of the enterprise and content requested via the HP Autonomy secure private cloud.
The healthcare and legal verticals are experiencing greater growth as electronic records
and documents become a more common practice. The new functionality in those
industries puts HP Autonomy in a strong position to take advantage of the growth in
those segments.
Integrating information governance functionality into its broader set of ECM offerings, HP
Autonomy is leading an approach to automate and integrate the process to reduce layers
of additional software and to allow organizations to focus resources on business processes
rather than retroactive content management (Nucleus Research, o57 – Automating
information governance, March 2014).
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PERCEPTIVE SOFTWARE
A stand-alone division of Lexmark International, Perceptive Software continues to
demonstrate strong growth, including double-digit revenue growth in the last quarter of
2013. Perceptive’s aggressive acquisition strategy during 2012 and 2013 expanded the
individual functionality of its solution base and enlarged its global market reach.
Perceptive is leveraging its acquired functionality to become an end-to-end ECM provider
with its capabilities consolidated into solution packages to reduce complex software layers
within the enterprise. Perceptive’s most notable acquisitions include:
PACSGEAR. The acquisition added specialized functionality in medical imaging
capture and management.
Saperion. A European provider of document archive and workflow capabilities, the
acquisition added new functionality and broadened Perceptive’s market penetration
in the European market.
ISYS. Provided improved enterprise-wide search, text mining, and mobile capabilities.
Nolij. Web-based provider that included document imaging and workflow
capabilities.
Perceptive’s most recent release, Content 7, reflects the functionality gains made through
its strategic acquisitions. It is a fully integrated ECM solution that offers functionality for
the entire life-cycle of content from capture to archiving. Companies will be able to retire
legacy systems and deploy a single solution that integrates across platforms, creating a
more efficient and streamlined content management process. The solution also offers
process automation that will reduce the amount of human intervention necessary to
manage content, and improve productivity by focusing employees on business processes
rather than managing the solution (Nucleus Research, o71 – Two ECM vendors to watch in
2014, April 2014).
Perceptive users consistently commented that the ease of customization was a key factor
for choosing the solution over other vendors. Following through with its strategic
approach to add more functionality in solution packages that emphasize the user
experience, Perceptive will continue to grow in industries that require more complex ECM
functionality that is also easily adopted and understood by users at all levels of the
enterprise.
SPRINGCM
SpringCM is the only ECM vendor in the Value Matrix that is an exclusively cloud-based
solution. While organizations remained wary of moving to the cloud in the past, it is
gaining wider acceptance as a safe and secure environment to store and manage content
that provides a higher ROI when compared with traditional on-premise deployments
(Nucleus Research, m108 – Cloud delivers 1.7 times more ROI, September 2012).
SpringCM’s history in the cloud environment puts it in a good position to leverage that
experience with new customers.
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Taking advantage of its experience in cloud ECM, SpringCM is developing stronger
integrations to share content and functionality in other cloud-based applications and
platforms. In the last year SpringCM has had several announcements around expanding
its functionality and application integrations:
File It! and Get It! for Salesforce applications integrates content management
capabilities in the Salesforce UI.
Content Cloud Services for the Oracle Cloud Marketplace and the Oracle Sales Cloud
to provide deeper integration across platforms.
Share It! provides secure content sharing outside the SpringCM system to give the
enterprise more control over sensitive content.
To encourage adoption of its cloud-based ECM solution, SpringCM is making strategic
investments to continue to grow its integrations to embed its ECM capabilities within
other cloud-based applications. SpringCM has experienced the greatest success with its
Salesforce integrations, and expects to continue to grow its content sharing integrations
for Salesforce and other cloud-based applications. The content integrations can be
applied to a wide array of applications, including Oracle Fusion CRM, making it a flexible,
scalable solution that assimilates smoothly into enterprise business processes.
SpringCM is poised to experience continued growth throughout 2014 as companies in all
industries continue to move to the cloud.
EXPERT
Experts in this Matrix include Laserfiche, Alfresco, and Systemware.
LASERFICHE
Laserfiche approaches ECM with the view that content needs to be shared across each
department of the enterprise, but displayed in a way that is efficient, flexible, and unique
to the needs and business practices of the individual department. It also incorporates
business process management functionality into its base ECM offerings to provide a
greater depth of functionality out of the box that can be easily deployed among small and
mid-size companies.
Laserfiche combines its document imaging, document management, business process
management, and records management in its core offerings, making the out of the box
solution a powerful tool for small and mid-size companies. Its additional feature
packages, including Laserfiche Rio, provide deeper functionality and scalability to meet the
needs of larger organizations. The ability to scale the depth and breadth of offerings with
unique solution packages makes Laserfiche a solution for businesses that want a cost
effective ECM solution that provides ECM and BPM functionality, but can be easily scaled
to meet the growing complexity of a business.
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Its improved social BPM functionality provides a more in depth collaboration environment
for teams and departments to utilize business processes for document management,
increasing productivity by providing a single, secure environment to collaborate.
Laserfiche has also grown its mobile offerings to include Android devices, accommodating
the growing popularity of bring your own device (BYOD) business practices that need to
support a wide range of devices while still providing secure, broad access to enterprise
content. Laserfiche intends to continue to develop its mobile offerings to cover more
devices and provide more powerful content management and business process
functionality.
ALFRESCO
Alfresco continues to develop its cloud and mobile offerings to accommodate new
demands among organizations moving to multiple environments. The open-source
solution continues to provide a highly customizable solution with end-to-end functionality
for companies in a wide range of industries. Alfresco promotes ease of adoption, low
deployment and operation cost, and broad functionality as key features of the solution.
The company’s open-source model makes it highly customizable, especially when paired
with its deep partner network, giving users the flexibility to change and mold the solution
with the business as it grows and evolves. Its greatest successes have been with
government entities that rely on its feature customization and highly developed awareness
for content security in cloud environments.
Alfresco’s mobile offerings are also highly secure, including preset expiration periods for
content that is shared with outside parties and full-time data encryption ensuring that
security is not sacrificed when users are collaborating and sharing from mobile devices
away from the office.
Its partner network provides users a tremendous resource to help deploy, develop, and
customize the systems and integrations to enhance the solutions overall functionality.
Alfresco has a global network of partners to provide services around the world, enabling
global enterprise adoption that can be tailored to unique markets and locations. Nucleus
expects Alfresco to continue to grow its mobile offerings as part of a growing commitment
to provide greater, secure access to content.
SYSTEMWARE
Systemware is a self-described boutique vendor serving the content management and
storage needs of large companies, including Fortune 500 companies. It offers a range of
ECM capabilities, including capture, and document and process management, but its core
differentiator is its highly specialized archiving and records management systems.
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Its Content Cloud utilizes distributed and centralized servers allowing companies to
leverage the value of existing on-premise hardware to connect and share data across
existing platforms with immediate availability and a high level of security that does not
require backup servers to protect data. The Content Cloud utilizes a private cloud
environment to ensure safety and security of the data while also giving users unfettered
access across networks and devices.
Systemware’s solutions can be customized to meet the demands of the most regulated
industries and can be easily scaled and modified based on changing regulatory
environments. Its resiliency and security for data storage is a primary reason it is deployed
among large financial institutions throughout the United States.
Nucleus expects that Systemware will continue to develop functionality around business
process management and archiving to further serve the increasingly complex regulatory
environment and growing body of content generated in the financial and healthcare
industries.
FACILITATOR
Facilitators in this Matrix include Microsoft, Kofax, and M-Files.
MICROSOFT
Microsoft SharePoint continues to have a deep presence as the central link for content
management practices within organizations. Microsoft applications, including Microsoft
Office, are still the standard for many of the world’s businesses, making the addition of
SharePoint another powerful link for companies that have deep knowledge and experience
with Microsoft products and user interfaces. Speaking with users regarding ECM systems,
SharePoint has a strong presence as the interface that is used to access, manage, and
distribute content.
Microsoft is making efforts to add additional content management functionality around
SharePoint. Service Pack 1 for on-premise SharePoint customers will help them integrate
OneDrive for Business as part of the content cloud, broadening Microsoft’s content
management capabilities. This is still a limited integration that does not fully integrate
with existing ECM applications and cloud deployments, limiting its application in larger
organizations.
ECM vendors continue to develop integrations with SharePoint to incorporate with the
solution because it is so firmly entrenched among enterprise systems. The flip side is that
SharePoint has still not developed the functionality to exist as a stand-alone ECM solution,
requiring additional systems to integrate with SharePoint to manage the full life cycle of
enterprise content and to facilitate the sharing of content among other applications.
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KOFAX
Kofax is developing a stronger presence in the ECM market with its smart process
applications being used to help businesses capture, extract, and deliver content quickly
and effectively to speed the business process and reduce human intervention to get data
and content where it needs to be.
In January 2014 Kofax released its Mobile Capture Platform to help companies bridge the
gap between the business and their customers. The Platform enables customers to
capture content that will be automatically extracted and distributed to the appropriate
systems within the enterprise. Companies will be able to develop mobile apps to leverage
the solution to enhance their relationship with customers by giving them more control
over their experience and interaction with the enterprise. It will also speed business
processes around the utilization of content.
While Kofax is best known for its capture technology, it is working towards become a more
horizontal solution providing more ECM, BPM, mobility, and analytics functionality to go
beyond capture. Its acquisition of Altosoft in March 2013 added business intelligence and
analytics functionality to provide users an additional layer of value that can be derived
from enterprise data within a single set of solutions. In July 2013 Kofax acquired Kapow
Technologies, providing data integration functionality to extract and deliver data from
multiple sources without the need for additional coding.
Kofax has developed highly specialized functionality in the capture and distribution of
content and continues to leverage those expertise with new functionality to help
businesses further engage with their customers. Nucleus expects that it will continue to
grow, organically and through acquisition, to provide deeper ECM functionality in the next
year.
M-FILES
M-Files’s enterprise content management solutions are based on a folder-less document
management system that employs metadata to search, process, and archive content. M-
Files has a growing global presence as an enterprise content management system that is
easily deployed, quickly adopted, and offers a high level of regulatory compliance out of
the box. Users have found that it is easily adopted, and provides a high level of document
and information management functionality at a lower price than other ECM vendors
(Nucleus Research, o67 – M-Files ROI case study – Booth & Associates, LLC, April 2014).
M-Files focuses its solution offerings in three key areas: document management (DMS),
quality management (QMS), and enterprise asset management (EAM). These solutions are
offered with flexible deployment options on-premise, in the cloud, or in hybrid
environments, giving users the flexibility to implement in their current environment with
the option to expand over time. M-Files’s can be deployed in any enterprise, but it
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primarily serves organizations in manufacturing, life sciences, pharmaceuticals, medical
devices, law, architecture, engineering, accounting, finance, and real estate.
Its solutions also support a range of regulatory compliance needs, including ISO
9000/9001 for manufacturing, FDA rules for pharmaceutical, medical device, biotech
companies, and Sarbanes-Oxley for accounting and financial services. Additional
customization is available if additional regulatory demands need to be met. Users in
technical fields, including engineering and manufacturing, rely heavily on M-Files to
manage complex schematics, utilizing its versioning and check-out capabilities to improve
productivity by reducing time spent searching for the latest version of documents.
CORE PROVIDER
Core Providers in this Matrix include Digitech and EVER TEAM.
DIGITECH
Digitech’s focus is to provide intuitive, easy to use, and cost effective content management
functions out of the box for businesses. It is currently working to create a more
automated ECM experience that can be easily deployed and utilized by small and mid-size
organizations in an array of industries. Its latest releases have added deeper functionality
in distinct areas to grow its overall functional base while maintaining ease of use.
PaperVision Enterprise R77, released in February 2014, added e-form and e-signature
functionality to further reduce reliance on paper forms within the enterprise and increase
user productivity with fast delivery of forms and signatures within workflows. The use of
e-forms also reduces the potential for human error in data entry, making the point of entry
for content more accurate (Nucleus Research, o23 - Digitech PaperVision Enterprise R77,
February 2014).
Nucleus expects that Digitech will continue to automate processes for the capture,
delivery, and management of content to reduce the number of touches required to move
content throughout the enterprise. Digitech also expects to offer new capabilities around
capture and workflow technologies in 2014 to provide a more comprehensive system for
capture and content routing.
EVER TEAM
EVER TEAM continues to have a strong presence as a comprehensive ECM provider in
Europe, the Middle East, and Africa. EVER TEAM’s integrations and strategic partnerships
give it a stronger presence in the market to provide greater usability for users. It offers
wide-ranging integrations with SharePoint, allowing companies to manage the life cycle of
content while leveraging an existing system that is widely adopted across organizations.
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Its strategic partnership with Konica Minolta Business Solutions Europe GmbH in March
2013 provides greater ECM capabilities for Konica Minolta customers while giving EVER
TEAM a greater presence in the market.
There is no indication that EVER TEAM has plans to release new functionality in 2014 or to
update its user interface to make it easier for users to take advantage of the full
functionality of the solution. As its market presence continues to grow, new application
integrations and greater mobile capabilities could further develop EVER TEAM’s usability
and functionality.
METHODOLOGY
The Value Matrix is based on functionality and usability, the two core measures that
Nucleus has found indicate an application’s ability to deliver initial ROI and, ultimately,
maximum value over time (Nucleus Research m106 – Understanding the value matrix,
October 2012).
Usability composite scores are based on a number of factors, including intuitiveness of the
application, availability of role-based interfaces, training requirements, and productivity
impact on users. Functionality composite scores are based on the breadth and
repeatability of functionality in the core application, the availability and ease of integration
of add-on functionality that delivers additional benefit, and the vendor’s investment in
innovative functionality outside the application that will deliver additional benefits.
The Matrix is divided into four quadrants: Leaders, Experts, Facilitators, and Core
Providers:
Vendors in the Leaders quadrant have invested in both functionality and usability
features likely to deliver the greatest potential returns.
Vendors in the Experts quadrant have invested in deep functional capabilities that, by
nature, make the application more complex and thus require more training and
expertise to use than Leaders.
Vendors in the Facilitators quadrant have invested in making their applications
intuitive and easy to use, driving rapid adoption with limited training requirements.
Vendors in the Core Providers quadrant are point solutions or those that provide
limited functionality at a relatively low cost, giving them a high value proposition
when limited functionality is needed.
Companies can use this Matrix to assess their investment short list as well as to evaluate
the case for maintaining an existing product that may lag behind the value offered by
other options. Nucleus expects the center point of the Matrix, which represents the
composite average point in the market, will move up and to the right over time as vendors
make more investments in functionality and usability – effectively increasing the average
value delivered across all products.