ECM should not be a stand alone system. Its true value is realized when it is integrated with your other enterprise systems such as CRM or ERP. Doing so will allow you to comprehensively manage your document-driven processes, improve productivity, and enhance governance.

1. In
associa)on
with:
Presented
by:
ECM
Should
Not
Be
a
Stand
Alone
System:
Realize
its
true
value
with
integra=on
Presented
October
14,
2015

2. In
associa)on
with:
Presented
by:
AIIM
Presents:
ECM
Should
Not
Be
a
Stand
Alone
System:
Realize
its
true
value
with
integra)on
John
Mancini
President
AIIM
Doug
Miles
Chief
Analyst
AIIM
Stephen
Ludlow
Director
of
Product
Marke7ng
OpenText

3. In
associa)on
with:
Presented
by:
Introducing
our
Featured
Speaker
John
Mancini
President
AIIM
GeIng
Beyond
“Stand-­‐Alone”
ECM
Thinking:
5
perspec)ves
to
consider

4. In
associa)on
with:
Presented
by:
1
–
Welcome
to
the
era
of
many
ECM
flavors

5. In
associa)on
with:
Presented
by:
2
–
Think
like
the
Wright
Brothers
Adopt
a
process
mindset:
• U)lize
exis)ng
systems
–
find
solu)ons
that
work
with
YOUR
systems.
• Convert
paper
to
electronic
–
store
and
archive
immediately.
• Gain
control
of
your
content.

6. In
associa)on
with:
Presented
by:
3
–
Be
purposeful
Organiza)ons
at
large
scale
will
never
willingly
rip
out
old
systems
and
consolidate
on
a
single
one.

7. In
associa)on
with:
Presented
by:
Deciding where to let go is a key
element in managing overall risk. You
need to decide what are actually
corporate assets, and push processes
to make sure they live in a specific
place. There are not enough people to
manage the volume. Make sure you get
that foundational layer right.”
--Michael Coleman, SVP & CIO at
Comporium Communications
“4
–
Rethink
the
risk
equa=on

8. In
associa)on
with:
Presented
by:
All of the new payment options we face have emerged from outside
the industry. This is disrupting the financial sector. If your disruptor
can come from so outside your sector, how do you plan for that?
There are now 400 different digital currencies around the world -- all
totally unregulated.”
Greg Keeling, Senior Compliance
Officer at the BMO Financial Group
“
5
–
An=cipate
disrup=on

9. In
associa)on
with:
Presented
by:
Introducing
our
Featured
Speakers
Doug
Miles
Chief
Analyst
AIIM
Stephen
Ludlow
Director
of
Product
Marke=ng
OpenText

10. In
associa)on
with:
Presented
by:
Content
Silos
Which
of
the
following
places
or
repositories
is
it
important
for
your
employees
to
be
able
to
easily
search?
0%
10%
20%
30%
40%
50%
60%
70%
80%
90%
100%
Email
systems
File
shares
Docs
within
enterprise
systems
(ERP,
CRM,
HR,
etc.)
Structured
(database)
content
in
enterprise
systems
Non-­‐SharePoint
ECM/DM/RM
systems
Corporate
intranet
SharePoint
system(s)
Data
warehouses,
BI
reports
Other
LOB
systems
Vital
Important
Not
so
important

11. In
associa)on
with:
Presented
by:
Content
Stored
in
ERP,
etc.
What
propor)on
of
your
unstructured
content
and
documents
(excluding
emails)
would
you
say
is
stored
in
other
enterprise
systems
(ERP,
HR,
Finance,
CRM,
Project
Management,
LOB,
etc.)
rather
than
in
your
ECM/DM
system(s),
and
is
not
accessible
through
your
ECM/DM
system(s)?
0%
2%
4%
6%
8%
10%
12%
14%
16%
18%
0%
of
content
10%
of
content
20%
of
content
30%
of
content
40%
of
content
50%
of
content
60%
of
content
70%
of
content
80%
of
content
90%
of
content
%
of
organiza)ons
For
61%
of
organiza=ons
half
or
more
of
their
content
is
held
in
non-­‐ECM/DM
systems.
For
a
quarter,
80%
+
is
not
accessible
through
ECM/DM.
N=390
non-­‐trade,
10+
emps

12. In
associa)on
with:
Presented
by:
Content
Stored
in
ERP
–
Access
What
would
you
say
are
the
three
main
problems
with
content
that
is
stored
within
your
other
enterprise
systems?
(Max
THREE)
Difficult
to
search,
Taxonomies
and
classifica=on
will
not
align.
Cannot
be
accessed
remotely
or
on
mobile.
N=390
non-­‐trade,
10+
emps
0%
10%
20%
30%
40%
50%
60%
70%
Difficult
to
search
Difficult
to
align
taxonomies
and
classifica)on
Cannot
be
easily
accessed
remotely
or
on
mobile
devices
Users
with
no
login
or
no
training
cannot
access
the
content
Cannot
be
tagged
or
commented
using
social
tools

13. In
associa)on
with:
Presented
by:
Content
Stored
in
ERP
–
Governance
What
would
you
say
are
the
three
main
problems
with
content
that
is
stored
within
your
other
enterprise
systems?
(Max
THREE)
Content
in
ERP
is
not
under
RM
reten=on
rules.
Legal
discovery
is
fragmented,
and
legal
hold
mechanisms
are
likely
to
be
lacking.
N=390
non-­‐trade,
10+
emps
0%
10%
20%
30%
40%
50%
60%
Not
under
records
management
reten)on
rules
Problem
for
legal
discovery
and
legal
hold
Growing
in
size/causing
back-­‐up
issues
Cannot
apply
necessary
access
security

14. In
associa)on
with:
Presented
by:
Integra)on
Strategies
What
is
your
strategy
to
address
the
issues
of
content
stored
within
other
enterprise
systems?
18%
are
happy
to
use
enterprise
search.
16%
want
to
migrate
the
content
into
their
ECM
system.
47%
looking
to
provide
integra=on
links.
9%
pre-­‐integrated.
N=308,
excl.
70
Don't
Know
0%
5%
10%
15%
20%
25%
30%
35%
40%
Use
enterprise
search,
or
search-­‐
portal
across
systems
Migrate
content
into
an
external
ECM
system
Provide
content
integra)on
links
between
ECM
and
enterprise
systems
Choose
an
ECM
system
that
already
has
close
integra)on
Publish/sync
enterprise
system
content
to
a
cloud-­‐based
system
Con)nue
to
manage
as
separate
repositories

15. In
associa)on
with:
Presented
by:
Recap!
Content
stored
in
Lead
Aps
is
not
accessible
in:
• ECM
• Other
business
applica)ons
• Other
business
processes
Significant
content
is
stored
on
Enterprise
Applica=ons

16. In
associa)on
with:
Presented
by:
PROS
CONS
Integra)on
Strategies
MIGRATE
INTEGRATE
SEARCH
• Findability
• Can
be
done
through
IT
• Doesn’t
solve
Governance
• Doesn’t
provide
context
• Solves
governance
and
storage
• Improves
findability
• Day
forward
• Informa)on
not
available
in
business
process
• Solves
governance
• Day
forward
content
in
context
• Requires
(poten)ally
mul)ple)
integra)ons

17. In
associa)on
with:
Presented
by:
Solving
The
Dual-­‐Screen
Dilemma

18. In
associa)on
with:
Presented
by:
Digital
Content
Most
content
is
created
and
remains
digital

19. In
associa)on
with:
Presented
by:
Analog
Thinking
Content
is
“filed”
arer
process
comple)on

20. In
associa)on
with:
Presented
by:
Change
Analog
Paradigm
VALUE =?
Content
Business-Critical
Documents
• Financial documents
• Contracts
• HR Documents
• Invoices, etc.
=
Value
Increased Productivity
Improved Customer
Service
Better/Faster Decisions
Drafts, Decision, Minutes and
Notes
Related Documents
Relation to structured data
and process
+
Context
Security
–
Lifecycle
–
Find-­‐ability
–
Integra=on
Apply
Metadata
in
the
Background
Eliminate
the
Filing
Gap

21. In
associa)on
with:
Presented
by:
Integra)on
Apply
Metadata
in
the
Background
Eliminate
the
Filing
Gap
Integrate
ECM
and
Lead
Applica=ons

22. In
associa)on
with:
Presented
by:
Leverage
Integra)on
for
Metadata
Account
Workspace:
An
account
workspace
is
auto-­‐created
for
the
salesforce
account.
Account
Details
are
synchronized
as
metadata.

23. In
associa)on
with:
Presented
by:
Metadata
Can
Provide
More
Context
Metadata
provides
context
and
can
expose
more
content
in
context

24. In
associa)on
with:
Presented
by:
Embed
ECM
Where
the
Content
is
Needed
Leverage
Integra)on
for
Filing

25. In
associa)on
with:
Presented
by:
ECM
is
the
Backbone
for
Unstructured
Content
in
Business
Process
• Single
Source
of
the
Truth
• Unstructured
Content
needs
to
be
referenced
in
many
different
business
processes
• It
also
needs
to
be
found
on
many
different
dimensions
• Needs
to
be
accessed
from
different
applica)ons

26. In
associa)on
with:
Presented
by:
OpenText Confidential. ©2015 All Rights Reserved. 26
Why
Integra)on
Now?!
Time
for
REST
• Modern
business
applica)ons
have
been
quietly
standardizing
on
methods
for
communica)ng
between
applica)ons
• API’s
using
Web
Services
and
REST
typically
do
not
break
from
version
to
version
and
do
not
require
“cracking
open
the
code”

27. In
associa)on
with:
Presented
by:
Recommenda)ons
1. Audit
the
content
repositories
that
reside
within
your
ERP
system.
– Pay
par)cular
aten)on
to
ease
of
search,
governance
and
reten)on
-­‐
and
)ered
storage
issues
if
you
are
using
scanned
images
and
BLOBs.
2. Look
at
the
processes
that
call
up
content
from
these
repositories,
or
archive
content
to
them,
but
also
the
other
repositories
and
systems
that
are
accessed
during
the
process.
– Pay
par)cular
aten)on
to
those
references
needed
to
deal
with
excep)ons,
or
to
support
approvals,
or
where
documents
are
widely
shared.
– Look
at
workflows
that
cross
over
between
systems
or
that
involve
hand-­‐offs
between
one
system
and
the
other.

28. In
associa)on
with:
Presented
by:
Recommenda)ons
3. Take
a
look
at
your
current
content
management
systems
and
their
applicability
to
integra)on.
If
you
have
a
consolida)on
strategy,
be
sure
to
include:
– The
ease
and
level
of
integra)on
that
can
be
achieved
between
the
preferred
ECM
system
and
the
ERP
system.
– The
records
management
that
may
be
needed
under
both
to
meet
your
compliance
requirements.

29. In
associa)on
with:
Presented
by:
Download
the
white
paper
htp://info.aiim.org/ecm-­‐hurdles-­‐a-­‐barrier

30. OpenText Confidential. ©2015 All Rights Reserved. 30
Learn more about how OpenText ECM solutions amplify
innovation, productivity, and agility by extending
the capabilities of ECM into lead applications and
transforming the possibilities of the digital enterprise.
http://www.opentext.com/ecmhurdles
Stephen Ludlow
@Ludlow_at_work
sludlow@opentext.com
THANK YOU

31. In
associa)on
with:
Presented
by:
About
AIIM
AIIM
is
the
Global
Community
of
Informa)on
Professionals
AIIM
believes
that
the
informa)on
systems
we
use
at
work
should
be
simple,
secure,
and
available
anywhere,
any)me,
and
on
any
device.
Our
mission
is
to
improve
organiza)onal
performance
by
empowering
a
community
of
leaders
commited
to
informa)on-­‐driven
innova)on.
Learn
more
at
www.aiim.org