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The Case for Open Source Enterprise Content Management May 26, 2010 Matt Van Bergen, CTO mvanbergen @citytechinc.com http://www.citytechinc.com

The Case for Open Source Enterprise Content Management

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More than 70% of organizations plan on increasing their ECM investments in the coming year, according to the Forrester "2009 Global Enterprise Content Management Online Survey." However, for those who implemented an Enterprise Content Management (ECM) solution, 41% said they were unsatisfied with the return on their investment. The cost benefit of any ECM initiative is directly related to the adoption rate of the system throughout an organization. The more it is used and leveraged, more efficiencies are gained and a higher rate of return is realized.This presentation demonstrates how an Open Source Enterprise Content Management system can drive adoption of ECM in an enterprise much more effectively than its commercial counterparts purely based on its commitment to standards, ease of scalability and open source licensing model.

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Page 1: The Case for Open Source Enterprise Content Management

The Case for Open Source Enterprise Content Management

May 26, 2010

Matt Van Bergen, [email protected]

http://www.citytechinc.com

Page 2: The Case for Open Source Enterprise Content Management

Agenda

Enterprise Content Management

Open Source Software

Open Source Enterprise Content Management

Open Source Enterprise Content Management Case Studies

Conclusion

Page 3: The Case for Open Source Enterprise Content Management

Enterprise Content Management Defined

Typical Components

• Document Management & Workflow• Records Management• Collaboration• Web Content Management

AIIM’s Definition

Page 4: The Case for Open Source Enterprise Content Management

Why Enterprise Content Management?

Unstructured Structured

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Page 5: The Case for Open Source Enterprise Content Management

How Can Enterprise Content Management Help?

Management unstructured content

Collaboration

Network drive replacement

Compliance

Document based business process automation

Brand management / DAM

Employee productivity

Imaging

Security of documents

Business continuity

And more!

Page 6: The Case for Open Source Enterprise Content Management

Agenda

Enterprise Content Management

Open Source Software

Open Source Enterprise Content Management

Open Source Enterprise Content Management Case Studies

Conclusion

Page 7: The Case for Open Source Enterprise Content Management

What is Open Source?Development method for software that harnesses the power of distributed peer review and transparency of process.

70+ open source license types (i.e. Apache, GPL, LGPL, etc.)

Big brands are counting on open source as a strategic advantage

• Source code availability• Online support from community• No single vendor determining road map

What is Enterprise Open Source?

Technical Support

Warranty and Indemnification

Maintenance Releases, Patches and Hot Fixes

Quality Assurance/Hardening

Partner Ecosystem

Page 8: The Case for Open Source Enterprise Content Management

Why is Enterprise Open Source Software different than traditional software licensing?

Fixed

Variable Services/ Customization

Hardware

Hardware/ Software

Proprietary

License

100%Cost

Reductions

Services/ Customization

Source: Larry Augustin (OSBC2004)

Alfresco

Proprietary Open Source

Fixed

Variable

Page 9: The Case for Open Source Enterprise Content Management

Enterprise Open Source Maturity

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i.e. Spring Framework, Seam, Struts, etc.

i.e. Red Hat Linux, JBoss, MySQL,etc.

i.e. Alfresco ECM, Nuxeo, Liferay, GateIn, Jahia

i.e. SugarCRM, OpenBravo

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Page 10: The Case for Open Source Enterprise Content Management

Agenda

Enterprise Content Management

Open Source Software

Open Source Enterprise Content Management

Open Source Enterprise Content Management Case Studies

Conclusion

Page 11: The Case for Open Source Enterprise Content Management

ECM Potential for Growth

Page 12: The Case for Open Source Enterprise Content Management

State of Enterprise Content Management Today

35% ECM Shelfware41% ECM did not live up to

expectations

Page 13: The Case for Open Source Enterprise Content Management

Open Source ECM Drives Adoption – How, Why?

Higher integration capability

Simpler to scale

Standards based

Cost Model

More Details…

Page 14: The Case for Open Source Enterprise Content Management

Service Oriented Architecture Compatibility

Enable content everywhere in enterprise

• CMIS• RESTful Services

Low barrier to integration:

• ERP Integration• Customer facing websites publishing• Network drive - transparent repository usage• Enrich social networking related content enterprise content• Support single brand across the entire company

Page 15: The Case for Open Source Enterprise Content Management

Scalability

Horizontal scalability

Leverage existing investment in Java Enterprise Edition application servers

No special skill for system administrators

JBoss, Tomcat, WebLogic, etc.

Oracle, MySQLEnterpriseDB, etc.

Standard Enterprise Platforms Proprietary Platforms

Process Engine Content Engine

Workflow EngineRM Engine

Page 16: The Case for Open Source Enterprise Content Management

Standards-based

Based on mainstream technologies used in typical enterprise architectures.

Specialized resources = higher cost

Standard Enterprise Technologies (example based on Alfresco ECM)

Proprietary Technologies

Page 17: The Case for Open Source Enterprise Content Management

Licensing Model

Complex licensing and user based models stunts adoption

Choose CPU socket based subscriptions

CPU Based Licensing User Based Licensing

Everybody Uses CMS

Privileged Users Use CMS

Page 18: The Case for Open Source Enterprise Content Management

Open Source ECM: Increase in ECM Adoption Increases ROI

JBoss, Tomcat, WebLogic, etc.

Oracle, MySQLEnterpriseDB, etc.

Integration Scalable

CPU Based SubscriptionStandard Enterprise Technologies

Page 19: The Case for Open Source Enterprise Content Management

Agenda

Enterprise Content Management

Open Source Software

Open Source Enterprise Content Management

Open Source Enterprise Content Management Case Studies

Conclusion

Page 20: The Case for Open Source Enterprise Content Management

Case Study: City of Chicago Business Process Automation

Automate delegate agency contract business process

Heavy document based workflow powered by Alfresco ECM (50+ process steps)

Custom web based application front-end

Zero cost scanner integration using Alfresco CIFS interface

Friendly Alfresco CPU based subscription enabled quick adoption

MySQL

Custom Web Application

Stru

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Page 21: The Case for Open Source Enterprise Content Management

Case Study: COR2 Technology Risk Management Portal

COR2 Technology offers risk management capabilities via its Alfresco ECM native Share collaboration platform.

Large construction management firms store and manage sub-contractors’ insurance certificates.

Implemented custom risk management taxonomy and workflow

Very few customizations – good feature match out of the box

Page 22: The Case for Open Source Enterprise Content Management

Case Study: Portal Document Management Integration

Large university leveraged Alfresco ECM to bring best of breed document management to their faculty & student portal.

Custom JSR-168 portlets backed by Alfresco Web Scripts

400,000+ users

Clustered configuration

LDAP integration

Page 23: The Case for Open Source Enterprise Content Management

Agenda

Enterprise Content Management

Open Source Software

Open Source Enterprise Content Management

Open Source Enterprise Content Management Case Studies

Conclusion

Page 24: The Case for Open Source Enterprise Content Management

Is Open Source ECM Right for Your Organization?

Criteria Proprietary Open Source

Extensibility X

Scalability X

Out of the Box Features X

Upgrade Ease X

Partner Ecosystem X

Extension Ecosystem X

Product Roadmap X

Caveats:• A proper needs assessment is the only way to evaluate which is right for your

organization

• Not all open source ECM products are equal

Page 25: The Case for Open Source Enterprise Content Management

CITYTECH’s Open Source ECM Product Experience

Page 26: The Case for Open Source Enterprise Content Management

Conclusion

Look at an open source alternative such as Alfresco for your ECM initiative(s).

Make it easy for your users to use your ECM by looking at standardized approaches for integration with enterprise applications such as CMIS, CIFS, etc.

Think about ECM in terms of enterprise content services to enable your content to be an asset that is ubiquitously available in your enterprise.

Choose an ECM that leverages your existing technical mindshare

Choose a licensing model that does not constrict usage of the platform.

Drive adoption and realize higher ROI

Page 27: The Case for Open Source Enterprise Content Management

Matt Van Bergen

Chief Technology Officer

312-673-6433 x111

[email protected]

http://blogs.citytechinc.com/matt

http://twitter.com/mvanbergen

Web: http://www.citytechinc.com

Twitter: http://twitter.com/citytech

Blogs: http://blogs.citytechinc.com

Contact CITYTECH to setup a no cost onsite needs assessment to see if open

source enterprise content management would be a good fit for your organization.

Professional Services: Specializing in the design, development and execution of highly available and scalable enterprise applications

Consultants: Average experience is 10 years

Offices: Located in downtown Chicago, IL

Goal: Strive for long-term partnerships with partners and clients

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