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Is Pervasive Governance Part of Your ECM Strategy?
Brian Dirking
Principal Product Director
The following is intended to outline our general
product direction. It is intended for information
purposes only, and may not be incorporated into any
contract. It is not a commitment to deliver any
material, code, or functionality, and should not be
relied upon in making purchasing decisions.
The development, release, and timing of any
features or functionality described for Oracle’s
products remains at the sole discretion of Oracle.




                                                      2
Agenda


• The Goals Of Pervasive Governance   <Insert Picture Here>

• The Steps To Pervasive Governance
• Land O’ Lakes – Monica Crocker,
  Corporate Records Manager




                                                          3
<Insert Picture Here>


The Goals Of
Pervasive Governance




                                           4
<Insert Picture Here>
                                McKinsey Quarterly




“…fully networked enterprises are not only more
likely to be market leaders or to be gaining market
share but also use management practices that lead
to margins higher than those of companies using the
Web in more limited ways…”
Not All Content Is Created Equal



                                                      Attachments in enterprise apps, public Web sites,
       Value to # of              High-               policies & procedures, employee/customer
                                  Value               content, intellectual property, financial stmts,
       users /
                               Biz Content            knowledgebase, corporate records, …
       organization

                            Process-Centric                    AP/AR, expense receipts, contracts,
                          Collaborative Content                M&A info, loan/mortgage processing,
                                                               applications, purchasing docs, …
Volume of
content
                                                                          Informal project content,
                       Ad-hoc Collaborative Content                       meeting minutes, group
                                                                          drafts, file shares, …


                                                                                Working drafts, notes
                            Personal Content                                    personal files, …
Pervasive Governance Goals
at Land O’ Lakes

• Improving employee productivity by providing the
  information needed to complete tasks efficiently
• Supporting better decision making by ensuring
  information used is current/up to date
• Reducing the time spent recreating information that
  already exists
• Enabling strategic thinking by providing all the
  information necessary to form a complete picture
• Facilitating innovation by making related information
  available for staff to “pull” as they need it
• Capturing the “corporate knowledge” when staff leave or
  retire
• Fostering employee engagement by sharing corporate
  information
<Insert Picture Here>


The Steps To
Pervasive Governance




                                           8
Enterprise Content Infrastructure
       Foundation for Content-Centric Business Solutions

                                           Marketing and Brand
                                           Management                Web Presence
             Document & IP
             Management
 Employee                      Engineering                       Marketing
                                                                                         Secure Deal
 On-boarding                                                                             Collaboration
                     HR                                                              Sales


                Enterprise Content Management
Policies &                                                                                   Contract
Procedures                                                                                   Mgmt
                      IT                                                     Legal

     HelpDesk                                      Finance                            Regulatory
                                                                                      Compliance
                           Accounts                                Records
                           Payable              Claims             Management
                                                Processing
Enterprise Content Infrastructure
 To Enable Pervasive Governance


                                        Content Reuse

Deduplication                                                                Usage Tracking
                       Engineering                      Marketing


             HR                                                             Sales


        Enterprise Content Management




                IT                                                  Legal

  Findability                               Finance                                 Retention


                                           Security
Findability




• Content that is not findable does
  not bring value to the organization
• Furthermore, it can undermine
  value
• Too much information on a share
  drive
• Information locked on local hard
  drives
Security


                                Enterprise
                                Applications




    E-Mail Archives                            Database




        Legacy
        Applications                      File Servers


                       Physical Content
Reusability


                     Check                               No
       Initiate                  Enter Items                  Provide
                      Customer                 Creat
         Order                    & Prices                     Payment
C                     Info                       e
R                                                PO
                                                 ?
                                                      Yes
M                                Discount      Credit          Submit
                                  Requested     Check           Order


     • Store
     • Access &
       Share
     • Collaborate
                                     GAPS
                                 Check Price   Credit Info    Order
                     MDM Hub
E                                 in ERP        from ERP       Fulfillment
R                                              Authorize
P                                Authorize                     Invoicing
                                                Payments
                                  Discounts
Content in Context Raises Value



  • Immediate content
    access
  • From within existing
    business processes
  • Improves processing
    speed
  • Improves accuracy



“If bad data impacts an operation only 5% of the time, it adds a staggering 45%
  to the cost of operations.”
Thomas Redman – ”Data, An Unfolding Quality Disaster,” Information Management Magazine
Accessibility In The Social Enterprise



• Incorporating content
  right into these
  systems
• Enabling employees
  and customers to
  interact with content
  without being aware
  of the governance
  requirements
User Adoption


• User adoption was
  always the problem

• Now we have systems
  people are clamoring for
  access

• 43% of companies bar
  access
Oracle ECM Suite
Single Console for Governance



      Paper-Based Records                      In-Place Electronic Records

      • Collaborative Document Mgmt            • File Shares
      • Imaging/Archiving                      • SharePoint
      • Web Content Management                 • ECM Repositories
      • Records Management                     • Email Archives
      • Information Rights Management




                        Centralized Policy Management
                       Universal Records Management WCM
                                 WebCenter
                            Centralized Content Repository


                               Oracle ECM Suite
Monica Crocker
                          Corporate Records Manager
                                      Land O’ Lakes




Pervasive Governance At
Land O’ Lakes
Land O’ Lakes: Before Pervasive
Governance
• Email
  – Each user has 90 days/100 MB of email on line
  – Plus they store PST files to their C drive (see above)
  – Plus email archive stores everything kept on-line
• Oracle UCM
  – Used like a network drive/folder
  – No separation of Intranet content from project/process content
• Network drives
  – “Enterprise” drives contain 3 TB of data
  – Plus each user has an individual drive
  – And each user has a C drive that is backed up off site
• No Enterprise Data Map/Records Inventory
Land O’ Lakes: Now

• Email management policy will eliminate PSTs on C and keep all
  emails on line
• New Oracle UCM/Document Management:
  – No intranet content
  – All content has an owner, a document date and a record category (at
    a minimum)
  – Information architecture in place that follows a FUNCTIONAL
    taxonomy
• SharePoint 2010
  – All content has an owner, a document date and a record category (at
    a minimum)
  – Information architecture in place that follows a FUNCTIONAL
    taxonomy
• Developing Enterprise Data Map/Records Inventory
Land O’ Lakes: Benefits


• Content is easily put-able
• Content is findable
• Content is discoverable
• Content is easily managed as per the retention
  schedule/records mgmt best practices
• Trade secrets are appropriately protected
• Data privacy regulations are followed
Land O’ Lakes After Pervasive
Governance
• Enterprise Document Management and Collaboration
   – Follow the same basic taxonomy
   – Have similar governance
• Add the following tools:
   – The Oracle connector for SharePoint
   – The Oracle URM product to manage content in UCM, SharePoint
     and network drives
   – Oracle Secure Enterprise Search to make it possible to find content
     based on standard taxonomy no matter where it resides
   – Easy to use content capture tool for users and batch processes
• Complete and maintain Enterprise Data Map/Records Inventory;
  begin consolidation
<Insert Picture Here>


Summary
Pervasive Governance




                                          23
Pervasive Governance Goals


• Comprehensive
• Easy to Use
• Authoritative
Engage in the Conversations!


        Twitter:
        #WebCenter, #E20, #ECM, #Oracle

        Facebook:
        http://facebook.com/OracleE20
        http://facebook.com/OracleWebCenter

        LinkedIn
        Oracle Enterprise 2.0 Group

        Oracle’s Enterprise 2.0 blog:
        http://blogs.oracle.com/enterprise20
Oracle Track@info360
   In Room 154



2:40 10 Key Decisions: Your ECM Checklist
 Michelle Huff, Oracle
 Brian Skapura, American Institute of Architects   Kathy Adams/Leslie Becker, The Nature Conservancy
 The top ten things you must consider to prepare for an enterprise content infrastructure
3:30 Unlocking The Value of Your Application Content
 Stephen Schleifer and Brian Dirking, Oracle
 Learn how organizations are drastically cutting costs and raising productivity by making content available
 in enterprise applications
4:20 Optimize Web Content Targeting
 Michelle Huff, Oracle
 Molly Wenzler, MeadWestvaco
 Learn how with Oracle’s revolutionary one-click web content management, in-context updates can be
 added to any web application by just dragging and dropping Oracle Content Management services into
 your application
Get your Oracle Red Velvet Cupcake!
Kindle Drawing




                 • Win A Kindle!

                 • Load your favorite book
                   on your Kindle with an
                   Amazon Gift Certificate!

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Is pervasive governance_part_of_your_ecm_strategy

  • 1. <Insert Picture Here> Is Pervasive Governance Part of Your ECM Strategy? Brian Dirking Principal Product Director
  • 2. The following is intended to outline our general product direction. It is intended for information purposes only, and may not be incorporated into any contract. It is not a commitment to deliver any material, code, or functionality, and should not be relied upon in making purchasing decisions. The development, release, and timing of any features or functionality described for Oracle’s products remains at the sole discretion of Oracle. 2
  • 3. Agenda • The Goals Of Pervasive Governance <Insert Picture Here> • The Steps To Pervasive Governance • Land O’ Lakes – Monica Crocker, Corporate Records Manager 3
  • 4. <Insert Picture Here> The Goals Of Pervasive Governance 4
  • 5. <Insert Picture Here> McKinsey Quarterly “…fully networked enterprises are not only more likely to be market leaders or to be gaining market share but also use management practices that lead to margins higher than those of companies using the Web in more limited ways…”
  • 6. Not All Content Is Created Equal Attachments in enterprise apps, public Web sites, Value to # of High- policies & procedures, employee/customer Value content, intellectual property, financial stmts, users / Biz Content knowledgebase, corporate records, … organization Process-Centric AP/AR, expense receipts, contracts, Collaborative Content M&A info, loan/mortgage processing, applications, purchasing docs, … Volume of content Informal project content, Ad-hoc Collaborative Content meeting minutes, group drafts, file shares, … Working drafts, notes Personal Content personal files, …
  • 7. Pervasive Governance Goals at Land O’ Lakes • Improving employee productivity by providing the information needed to complete tasks efficiently • Supporting better decision making by ensuring information used is current/up to date • Reducing the time spent recreating information that already exists • Enabling strategic thinking by providing all the information necessary to form a complete picture • Facilitating innovation by making related information available for staff to “pull” as they need it • Capturing the “corporate knowledge” when staff leave or retire • Fostering employee engagement by sharing corporate information
  • 8. <Insert Picture Here> The Steps To Pervasive Governance 8
  • 9. Enterprise Content Infrastructure Foundation for Content-Centric Business Solutions Marketing and Brand Management Web Presence Document & IP Management Employee Engineering Marketing Secure Deal On-boarding Collaboration HR Sales Enterprise Content Management Policies & Contract Procedures Mgmt IT Legal HelpDesk Finance Regulatory Compliance Accounts Records Payable Claims Management Processing
  • 10. Enterprise Content Infrastructure To Enable Pervasive Governance Content Reuse Deduplication Usage Tracking Engineering Marketing HR Sales Enterprise Content Management IT Legal Findability Finance Retention Security
  • 11. Findability • Content that is not findable does not bring value to the organization • Furthermore, it can undermine value • Too much information on a share drive • Information locked on local hard drives
  • 12. Security Enterprise Applications E-Mail Archives Database Legacy Applications File Servers Physical Content
  • 13. Reusability Check No Initiate Enter Items Provide Customer Creat Order & Prices Payment C Info e R PO ? Yes M Discount Credit Submit Requested Check Order • Store • Access & Share • Collaborate GAPS Check Price Credit Info Order MDM Hub E in ERP from ERP Fulfillment R Authorize P Authorize Invoicing Payments Discounts
  • 14. Content in Context Raises Value • Immediate content access • From within existing business processes • Improves processing speed • Improves accuracy “If bad data impacts an operation only 5% of the time, it adds a staggering 45% to the cost of operations.” Thomas Redman – ”Data, An Unfolding Quality Disaster,” Information Management Magazine
  • 15. Accessibility In The Social Enterprise • Incorporating content right into these systems • Enabling employees and customers to interact with content without being aware of the governance requirements
  • 16. User Adoption • User adoption was always the problem • Now we have systems people are clamoring for access • 43% of companies bar access
  • 17. Oracle ECM Suite Single Console for Governance Paper-Based Records In-Place Electronic Records • Collaborative Document Mgmt • File Shares • Imaging/Archiving • SharePoint • Web Content Management • ECM Repositories • Records Management • Email Archives • Information Rights Management Centralized Policy Management Universal Records Management WCM WebCenter Centralized Content Repository Oracle ECM Suite
  • 18. Monica Crocker Corporate Records Manager Land O’ Lakes Pervasive Governance At Land O’ Lakes
  • 19. Land O’ Lakes: Before Pervasive Governance • Email – Each user has 90 days/100 MB of email on line – Plus they store PST files to their C drive (see above) – Plus email archive stores everything kept on-line • Oracle UCM – Used like a network drive/folder – No separation of Intranet content from project/process content • Network drives – “Enterprise” drives contain 3 TB of data – Plus each user has an individual drive – And each user has a C drive that is backed up off site • No Enterprise Data Map/Records Inventory
  • 20. Land O’ Lakes: Now • Email management policy will eliminate PSTs on C and keep all emails on line • New Oracle UCM/Document Management: – No intranet content – All content has an owner, a document date and a record category (at a minimum) – Information architecture in place that follows a FUNCTIONAL taxonomy • SharePoint 2010 – All content has an owner, a document date and a record category (at a minimum) – Information architecture in place that follows a FUNCTIONAL taxonomy • Developing Enterprise Data Map/Records Inventory
  • 21. Land O’ Lakes: Benefits • Content is easily put-able • Content is findable • Content is discoverable • Content is easily managed as per the retention schedule/records mgmt best practices • Trade secrets are appropriately protected • Data privacy regulations are followed
  • 22. Land O’ Lakes After Pervasive Governance • Enterprise Document Management and Collaboration – Follow the same basic taxonomy – Have similar governance • Add the following tools: – The Oracle connector for SharePoint – The Oracle URM product to manage content in UCM, SharePoint and network drives – Oracle Secure Enterprise Search to make it possible to find content based on standard taxonomy no matter where it resides – Easy to use content capture tool for users and batch processes • Complete and maintain Enterprise Data Map/Records Inventory; begin consolidation
  • 24. Pervasive Governance Goals • Comprehensive • Easy to Use • Authoritative
  • 25. Engage in the Conversations! Twitter: #WebCenter, #E20, #ECM, #Oracle Facebook: http://facebook.com/OracleE20 http://facebook.com/OracleWebCenter LinkedIn Oracle Enterprise 2.0 Group Oracle’s Enterprise 2.0 blog: http://blogs.oracle.com/enterprise20
  • 26. Oracle Track@info360 In Room 154 2:40 10 Key Decisions: Your ECM Checklist Michelle Huff, Oracle Brian Skapura, American Institute of Architects Kathy Adams/Leslie Becker, The Nature Conservancy The top ten things you must consider to prepare for an enterprise content infrastructure 3:30 Unlocking The Value of Your Application Content Stephen Schleifer and Brian Dirking, Oracle Learn how organizations are drastically cutting costs and raising productivity by making content available in enterprise applications 4:20 Optimize Web Content Targeting Michelle Huff, Oracle Molly Wenzler, MeadWestvaco Learn how with Oracle’s revolutionary one-click web content management, in-context updates can be added to any web application by just dragging and dropping Oracle Content Management services into your application
  • 27. Get your Oracle Red Velvet Cupcake!
  • 28. Kindle Drawing • Win A Kindle! • Load your favorite book on your Kindle with an Amazon Gift Certificate!