The document discusses why past ECM implementations often failed and argues that integrating ECM with business processes can help overcome these challenges. It notes that ECM projects commonly struggled with user adoption, failed to provide measurable ROI, and lacked strategic importance. However, the document argues that by connecting ECM to "master applications" that drive key business processes, ECM can provide value by supporting important processes, inheriting metadata to improve findability, and delivering a measurable ROI through more efficient processes. Integrating ECM in this way addresses historic challenges and positions ECM as the backbone for managing unstructured content across an organization.
How To Troubleshoot Collaboration Apps for the Modern Connected Worker
ECM Is Not Doomed for Failure: How Integrating with Business Processes Can Ensure Success
1. ECM Is Not Doomed for Failure
Lubor Ptacek
VP, Product Marketing
OpenText
@LPTACEK
2. DIGITAL
Replace disjointed paper and paper-based process with
efficient, connected processes that incorporate compliance
and amplify the value of our most critical asset
“We are at a unique moment in time. The
acceleration of technology change is
forcing organizations to reinvent
themselves or else risk irrelevancy.”
TRANSFORMATION
7. Top User Issues
Training required
Deep, un-navigable folder
structures
Application of metadata and
classifications
Find-ability
8. Top Administrator Issues
Adoption
Planning and maintenance of
“Enterprise Taxonomy”
Inconsistent application of
metadata
Rigid Permissions
Site sprawl
13. Irrational Exuberance
It will be automated
It will be integrated
It will be scalable
It will be fast
It will be secure
It will be compelling
It will be mobile
It will do everything
17. Compliance Challenges
Insurance policy value proposition
Added (dreaded) business cost
Detriment to employee productivity
The software can only do so much
(people have to help)
1
18. Collaboration Challenges
Opaque ROI
Content clutter and digital landfills
Ever-lasting temptation of email
SNT syndrome (Shiny New Toy)
2
19. So, is there any hope for ECM?
Compliance Collaboration ???
321
20. Yes, there is a 3rd way
ECM in support of a business process
Benefits:
Business processes are relevant
Business processes have a measurable ROI
Business processes are important
Business processes need ECM really bad
3
22. But, business processes don’t live in ECM
There is always a master
application:
Invoice processing – ERP
Invoice, bill of lading, purchase requisition,
certificate of origin, bill of entry, etc.
Sales operations – CRM
Proposal, MOU, contract, purchase
schedule, etc.
Employee onboarding – HR application
Resume, certifications, proof of citizenship,
background check, drug test results, etc.
23. What does it mean for ECM?
ECM has to be part of a business
process and connect to the
master application(s)
That connection must
persistently link the structured
data records in the application
with relevant content assets in
the ECM repository
24. The Most Misunderstood Statistic In ECM
20%
80%
Structured and
Unstructured data
shouldn’t be separated Unstructured
Structured
We have to build
solutions for the 100%
29. Why Integration Now?!
Time for REST
Modern business applications have been
quietly standardizing on methods for
communicating between applications
API’s using Web Services and REST
typically do not break from version to
version and do not require “cracking open
the code”
30. 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 applications
SPEAKER NOTES
This presentation provides an overview of OpenText, OpenText value proposition to customers, and a high level overview of the products that OpenText provides.
The presentation is created, edited and owned by OpenText Product Marketing
SPEAKER NOTES
ECM provides a common and consistent information governance infrastructure that enables secure, and dependable adherence to laws, rules, and regulations - without compromising user adoption and productivity
Of course we have adoption problem!
What other system in the enterprise is considered optional
Can we “opt out” of email? If your organizations says it is using Notes, can you choose to use Exchange?
Do we say no to using our ERP to pay our invoices?
Systems get “worked around” because they can be worked around - or simply done without
For business processes with a higher level of collaboration, where information sharing and managing larger volumes of content is a key requirement OpenText’s versatile platform solution is Extended ECM. It integrates perfectly into SAP, Microsoft, Oracle and other leading applications. It provides Business Workspaces to manage all information required for a process while giving users working in different applications and Uis seamless access to the information the need.
Extended ECM Platform fuels Business Processes with Information
We ship Predefined business scenarios with Extended ECM to reduce time to value
Extended ECM also provides an open interfaces for partners and customers (UI + Backend) to integrate into additional eco systems
The new Business Center for SAP and Extended ECM are working perfectly together. Business Center can trigger the workspaces or file documents in Extended ECM. Vice versa Extended ECM workspaces can be embedded into Business Center.
ECM is the Plumbing for Unstructured Content in Business Process
Example - Contracts
Contract needs to be refrenced
Fullfilment
Support
Renewal
Audit
By Customer
By Type
By Renewal Data
By Value
Lead application
Exception processing
SharePoint
SalesForce
Litigation Hold and Investigation