101 open text sap extended enterprise content management for partners (no narrations)

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    Jody WhiteExtended ECM Program ManagerOpen Text

    101 Open Text SAP Extended Enterprise ContentManagement for Partners

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    What is Enterprise Content Management?

    SAP 2007 / Page 2

    Enterprise Content Management (ECM) is the technologies used to capture,manage, store, preserve, and deliver content and documents related to organizationalprocesses. ECM tools and strategies allow the management of an organization'sunstructured information, wherever that information exists.

    Source: AIIM The ECM Association

    Manage Content Lifecycle

    Reduce TransactionCost

    ImproveProductivity

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    Global Roll-out &Availability

    CY 2010CY 2009

    SAP Extended ECM by Open Text 10.0 Q2 2010 General availability: Q2 2010

    Key Features:

    Records Management for SAP PLM/DMS Documents

    Enterprise Connect Integration for Open Text Document Mgmt

    TBD

    SAP Extended ECM by Open Text 10.0 Q2 2010 General availability: Q2 2010

    Key Features:

    Records Management for SAP PLM/DMS Documents

    Enterprise Connect Integration for Open Text Document Mgmt

    TBD

    SAP Extended ECM by Open Text 9.7.1 ASAP

    General availability: As soon as on pricelist

    SAP Versions:

    SAP R/3 4.6C, R/3 4.7*, ERP 2004, ERP 6.0* (includes SAP PLM)

    SAP CRM 4.0*, 2005*, 2007*

    SAP SCM 2004, 2005*, 2007*, 7.0*

    SAP SRM 2004, 2005*, 2007*, 7.0*

    *= Includes DoD certifiedRecords Management on SAP ArchiveLink Documents and SAP Print Lists

    UI: English, German, French

    SAP Extended ECM by Open Text 9.7.1 ASAP

    General availability: As soon as on pricelist

    SAP Versions:

    SAP R/3 4.6C, R/3 4.7*, ERP 2004, ERP 6.0* (includes SAP PLM)

    SAP CRM 4.0*, 2005*, 2007*

    SAP SCM 2004, 2005*, 2007*, 7.0*

    SAP SRM 2004, 2005*, 2007*, 7.0*

    *= Includes DoD certifiedRecords Management on SAP ArchiveLink Documents and SAP Print Lists

    UI: English, German, French

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    Target Customer

    A

    B

    C

    Keywords to listen for: Inability to Access Content across

    applications

    Optimization/Transformation

    Lack of Process visibility

    SOX Compliance

    Mergers / Acquisitions

    Mitigating Risk / Records Mgmt

    Target customer profile Installed or net new customers implementing SAP

    Business Suite (at least one of the 5 component: ERP,CRM, PLM,SRM, SCM)

    Companies with annual revenue of greater than $1 billion,specifically PCN and LE accounts and upper ME

    Companies across all Industries

    Target Audience C-Level Executives

    LOB senior management teams

    General Counsel Records Managers

    VP of IT

    IT Management

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    Ext.

    EC

    M

    SAP Business Suite

    SAP Business Process Platform

    How Extended ECM Expands the SAPBusiness Suite Footprint

    User Experience

    User Experience

    Desktop

    Desktop Browser

    Browser Outlook

    Outlook SAP Portal

    SAP Portal SAP GUI

    SAP GUI

    CaptureContent Access

    Document ManagementRecords Management

    CollaborationWorkflowArchive

    End-to-endprocesses

    360 view

    Content in SAPContext

    Preferred userinterface

    Full blown ECMwithin SAP

    Link structuredand unstructuredContent

    Tight integrationinto SAP

    ERP

    CRM

    SRM

    PLM

    SCM

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    Score Card & Qualifying Questions |SAP Extended ECM by Open Text

    Ten Questions To Decide If The

    Account Is A Good Target

    Y = 1 / N =

    0Do they have SAP Business Suite?

    Do we have executive access?

    Does this company manage a lot ofcontent that supports business processes?

    Does this company require to have users,partners, suppliers collaborate on contentand in the business decision process?

    Is the company heavily regulated (either bylaw or voluntarily)?

    Does the company have a recordsmanagement program?

    Are your users required to log into multipleapplications to find business documents tomake decisions?

    Is your prospect considering a solutionsuch as EMC-Documentum or IBM FileNet or do they already own thesesystems?

    Is this an SAP strategic target account PCN or LE?

    Do they have already own any Open Text?

    A total score of 6 points or higher is agood target

    5 10 =GO!

    Do you have problems managing the growing volumeof unstructured content?

    Are your users required to log into multiple applicationsto find business documents to make decisions?

    Do your users spend a great deal of time searching forcontent?

    Is litigation/compliance an issue for your organization?

    Are you looking for a collaboration solution to supportbusiness decisions?

    Does your organization do records management on

    SAP content?

    Would you like to manage all electronic and physicalrecords across your organization from within SAPGUI?

    Does a lot of the content for one or many of yourbusiness processes reside outside of SAP?

    Qualifying Questions

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    The Key 5

    things you will learn by the end of this session:

    1. How Extended ECM enriches SAP business processes with content and the valueit brings with it.

    2. How Extended ECM delivers the right content to the right business process.

    3. Youll understand and be able to articulate the business problems Extended ECMsolves.

    4. That Extended ECM is a productized SAP solution and there is no competition inthe marketplace that offers this functionality.

    5. Extended ECM is backed by SAP, sold by SAPs sales force

    SAP 2007 / Page 7

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    SECTION 2: Understandingthe Value Proposition

    1. Introduction

    2. The Business Need to Integrate Enterprise Applications with ECM

    3. The Solution3.1 Solution Enablers3.2 Value Drivers3.3 Business Processes

    4. Why SAP Extended ECM?

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    Sales User

    Compliance

    ManagerIT Manager

    SAP UserCIO

    People Need Accurate, Timely Information ToGet Their Jobs Done

    I cant find thedocuments I need

    to close out key

    transactions.

    I never have the

    most accurate

    information about

    my client.

    Supporting

    multiple systems isoverwhelming my

    staff.

    How can I manage

    all our corporatecontent without

    user involvement?

    We dont managecontent on an

    enterprise level.

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    Typical Content-related Business Processes

    Content Centric

    More details to come

    The primary business process is driven by SAP applications

    Require structured data and unstructured content

    Collaboration required to make appropriate business decisions

    Content associated with transaction may need to be declared a corporate record and managed appropriately

    Physical and electronic documents are required to support business decisions

    Common themes of all processes

    A few content-centric process examples

    QualityManagement

    Project /

    EngagementManagement

    Asset Operationand Maintenance

    CustomerService

    Supplier Management/Procurement

    CorrespondenceManagement

    RecordsManagement

    ConstructionManagement

    PlantMaintenance

    TalentManagement

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    The PainDisconnect of People, Process and Application

    Structured and

    unstructured content

    continue to grow

    Content locked in

    siloed applications

    Multiple departments,

    users and applications

    Content fragmented

    across applications

    Difficult to

    collaborate

    No consistent approach

    to records management

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    ECM Solutions are Becoming an IntegralComponent to Core Business Processes

    Value

    Stage of Maturity

    Best of Breed(Specialized components)

    Business

    process-centric ECM(Content embedded in

    business process)ECM Suite

    (Integrated solution)

    Increase Efficiency

    Cost Reduction

    Compliance Risk

    Reduction

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    The SolutionContent-Enriched Business Processes

    Manage contentgrowth and reduce

    administration costs

    Integrated applications

    accelerate IT landscapeconsolidation

    Consistent, seamlessand efficient content

    flow enterprise-wide

    Content in

    business contextCollaborative

    workspaces

    Records management

    integrated with

    business process

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    Why SAP Extended ECM by Open Text?

    Flexible interface choices for effectivebusiness applications

    Integrated technology platform connectspeople, processes and content

    Increased control of processes across theentire company

    Better decision making based oncomprehensive insight

    End-to-end solution for ERP-ECM built withindustry best practices

    Lower TCO with native integration

    Co-innovation brings best-of-breed together

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    Make Your Business ProcessesMore Efficient and Effective

    Help users perform daily tasks efficiently

    Help people to work effectively across enterprise boundaries

    Manage cost - and keep things simple

    Manage unstructured content in the context of processes

    Make sure organization complies with regulations inevery region

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    Business Process-Centric ECM

    SAP

    Business Object

    Roles

    Data

    Transactions

    Events

    Content-Enriched Business Processes

    Extended ECM by Open Text

    Content

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    SAP

    Business Process

    Platform

    SAP Extended ECM by Open Text

    Provide secure native

    access for

    users of SAP and

    non-SAP software

    Empower teams

    with internal and

    external users to

    collaborate efficiently

    Define, control and

    accelerate decision

    processes

    Automate filing

    and indexing

    Control the content

    and reduce

    compliance costs

    Consolidate repositories

    and storage management

    Leverage a business process

    platform for Enterprise Content

    Management

    Enable consistent

    document handling

    and Microsoft Office

    integration

    SAP 2007 / Page 17

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    SAP AG 2009. All rights reserved. / Page 18

    Content Access

    SAP

    Business ProcessPlatform

    Role-based UI

    Integration into MS Office,Web and SAP GUI

    Comprehensive Search

    Content Browsing and

    Navigation Virtual Foldering

    Personalization

    Permission and RoleManagement

    Reduce search costs

    Improve SAP user productivity

    Increase content accessibilityfor cross-functionalcollaboration

    Reduce deployment time

    Eliminate need for end-usertraining

    Employee self-service

    Customer folder for customer service

    Supplier self-service

    Plant maintenance

    Your scenario

    Business Processes

    Solution Enablers Value Drivers

    Provide secure nativeaccess for

    users of SAP and non-

    SAP software

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    SAP AG 2009. All rights reserved. / Page 19

    Collaboration

    Empower teamswith internal and

    external users to

    collaborate efficiently

    Team and Project rooms

    Shared Workspace

    Forums

    Discussions

    Notifications

    Task Lists

    News Channels/Ticker

    Polls

    Boost productivity andaccelerate business decisions

    Connect project teams globally

    Push business decisions to theappropriate individuals

    Streamline/automatecommunication within theorganization

    Reduce risks by providingsecure access to content

    Asset Operation and Maintenance

    Creation and Negotiation of Contracts

    Quality Management

    Project Management

    Your scenario

    Business Processes

    Solution Enablers Value Drivers

    SAP

    Business ProcessPlatform

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    Content Centric Workflow

    Define, control andaccelerate decision

    processes Ad hoc document workflow

    Work item lists

    Notifications

    Workflow Editor

    Workflow Monitor

    Reduce review and approvalprocess costs

    Cut cost of document-regulatedprocesses

    Decrease time spent ondocument-intensive processes

    Improve processes andcompliance by using electronicsignatures

    Contract Management

    Employee On-Boarding

    Asset Requests

    Real Estate Management

    Your scenario

    Business Processes

    Solution Enablers Value Drivers

    SAP

    Business ProcessPlatform

    SAP 2007 / Page 20

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    Archive

    Consolidaterepositories and

    storage management Data and Document Archiving

    Agnostic storage management

    Content Move between differentstorage devices

    SAP ILM integration

    Advanced Security

    Single Instance Archiving

    Cut costs by consolidatingarchive platform

    Decrease response times whenmanaging large volumes of dataand documents

    Reduce risk by protecting

    content with replication andtamper-proof storage

    Significantly improve contentaccessibility

    Archive platform consolidation

    Data and Document Archiving

    Upgrade of SAP application

    Legacy Decommissioning

    Your scenario

    Business Processes

    Solution Enablers Value Drivers

    SAP

    Business ProcessPlatform

    SAP 2007 / Page 21

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    Records Management

    Control the contentand reduce

    compliance costs File Plan and Administration

    Metadata Management

    Retention Schedules andLegal Holds

    Physical Records Management

    Advanced Circulation

    Automatic Classification

    Disposition

    Audit Trails

    Ensure holistic enterpriseprogram

    Provide defensible dispositionof all corporate content

    Improve ability to mitigate risks

    Diminish exposure to discoverycosts

    Reduce cost of storage throughproactive destruction

    Facilitate easier decommissionof legacy content

    Controlling the lifecycle of content across the enterprise

    Records management of physical content

    Departmental and / or enterprise records management

    Your scenario

    Business Processes

    Solution Enablers Value Drivers

    SAP

    Business ProcessPlatform

    SAP 2007 / Page 22

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    Capture

    Automate filing andindexing Scanning

    Indexing

    Forms Management

    Intelligent Classification

    Batch Processes

    Imaging

    Viewers

    Bar-Code Recognition

    Capture of various inboundtypes (paper, fax, mail)

    Eliminate paper and free upoffice space

    Reduce printing, copying andpaper storage costs

    Ensure consistent and cost-effective filing and audits

    Eliminate manual entry errors

    Decrease cost of filing contentfrom non-SAP processes

    Customer Correspondence

    Claims and Complaint Management

    Travel Expenses

    Procurement Lifecycle Management

    Your scenario

    Business Processes

    Solution Enablers Value Drivers

    SAP

    Business ProcessPlatform

    SAP 2007 / Page 23

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    Document Management

    Enable consistentdocument handling

    and Microsoft Office

    integration

    Version Control

    Check In / Out

    Metadata Categorization

    Compound Documents

    Audit Trail

    User / Group Access

    Content Type Agnostic

    Comprehensive Search

    Reduce time spent finding theone version of the truthdocument

    Trim discovery costs acrossenterprise content

    Shrink file server and legacy

    document managementapplication costs

    Decrease printing and copyingto desktops / file shares andbetween applications

    Change Management

    Contract Management

    Regulated Documents

    Quality Management

    Your scenario

    Business Processes

    Solution Enablers Value Drivers

    SAP

    Business ProcessPlatform

    SAP 2007 / Page 24

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    What Is the Industry Saying?

    We believe SAP users will see tremendous benefit in the ability to

    transparently leverage ECM in conjunction with their portfolio of SAP

    applications, without needing to change their existing processes, reimplement

    their applications, or retrain their users

    Rather than existing separately from established systems like ERP, content

    management acts as an extension of them, allowing for exceptions to the

    repeatable processes governed by ERP, as well as recognizing and capturingprocesses and data that should be managed in those systems.

    The Deep Art of Enterprise Content ManagementTuesday, February 05, 2008

    Jim Murphy

    IDC: Enterprise Content Meets Enterprise Business

    Processes Open Text & SAP Joint SolutionFebruary 2009

    Melissa Webster

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    SAP AG 2009. All rights reserved. / Page 26

    Key Benefits of Integrating ECM and ERP

    Consolidated andIntegrated Enterprise Platform

    ERP /SAP User

    Full blown ECMwithin SAP

    Collaboration withnon-SAP andexternal users

    MS Office integration

    Extend Functionality

    Web-based access toSAP content

    All relevant informationin one view

    Quick Search

    ECM /Sales

    User

    Increase Process

    Efficiency

    IT Manager

    Storage costs

    ERP license costs

    Administration costs

    Reduce Cost

    Compliance

    Manager

    Enterprise-wideelectronic and physicalRecords Management

    including SAP content

    Single set ofretention policies

    Reduced corporateexposure to litigationand regulations

    Mitigate Risk

    CIO

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    SAP AG 2009. All rights reserved. / Page 27

    The Bottom Line ofContent Enriched Business Processes

    Compliance and Risk Mitigation

    Extended Functionality for SAP Users

    Optimized Business Processes

    Significant Cost Reduction

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    Potential Buyers and How They Benefit

    User Business Problems

    CEO Improves compliance and reduces risk by providing secure, long-term archivingand disaster recovery capabilities; boosts productivity by integrating content withSAP transactions

    CIO Improves IT efficiency, reduces administrative overhead, reduces the costsassociated with maintaining legacy applications, reduces total cost of ownership,enhances investment planning, and increases IT agility in aligning with businessgoals

    General Counsel /Chief

    Legal Officer /Records

    Manager

    Reduces risk associated with content, permits organization to adhere to industrystandards/certifications, federal, provincial regulations and SOX, DoD 5015.2, etc.

    IT Management Shortens time-to-deploy cycles for major software projects, improves quality ofapplication development , reduces the amount of content/data needed to bestored/managed, and leverages existing infrastructure.

    Heads of operating

    departments (VP of Finance,

    Chief Marketing Officer, VPof Sales, VP Customer

    Service, etc.)

    Improves efficiency by eliminating paper; streamlines processes; boostsproductivity and improves service quality and minimizes disruption of supply and

    value chain processes due to missing or outdated documents/content andimproves ability to make business decisions,

    Developers, performance

    specialists, testing teams,

    and QA engineers

    Boosts productivity, maximizes reliability, and improves the quality of newapplication designs

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    Please take the time

    to read this

    whitepaper andshare it with clients

    /prospects. Its

    honestly worth the

    read.

    WHITEPAPER Enterprise Content Meets EnterpriseBusiness Processes OTC SAP Joint Solution

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    SAP 2007 / Page 30 SAP 2007 / Page 30

    Thank you!