[aiim17] changing times, the future of ecm - stephen ludlow

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Stephen Ludlow - Senior Director, Enterprise Product Marketing Changing Times: The Future of ECM AIIM 2017 - Orlando

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Page 1: [AIIM17] Changing Times, The Future of ECM - Stephen Ludlow

Stephen Ludlow - Senior Director, Enterprise Product Marketing

Changing Times: The Future of ECMAIIM 2017 - Orlando

Page 2: [AIIM17] Changing Times, The Future of ECM - Stephen Ludlow

OpenText© 2017 All Rights Reserved. 2

WHAT IS GOING ON?

Page 3: [AIIM17] Changing Times, The Future of ECM - Stephen Ludlow

OpenText© 2017 All Rights Reserved. 3

OpenText Buys Documentum

Page 4: [AIIM17] Changing Times, The Future of ECM - Stephen Ludlow

OpenText© 2017 All Rights Reserved. 4

TRADITIONAL ECM

SYNC & SHARE`

DELIVER CLOUD AND MOBILITY

Page 5: [AIIM17] Changing Times, The Future of ECM - Stephen Ludlow

OpenText© 2017 All Rights Reserved. 5

HPE to Merge

in $8.8 Billion DealSoftware With Micro Focus

Page 6: [AIIM17] Changing Times, The Future of ECM - Stephen Ludlow

OpenText© 2017 All Rights Reserved. 6

Gartner - “ECM” (Enterprise Content Management) is now dead (kaput, finite, an ex-market name)EC

M

Page 7: [AIIM17] Changing Times, The Future of ECM - Stephen Ludlow

OpenText© 2017 All Rights Reserved. 7

Forrester

Page 8: [AIIM17] Changing Times, The Future of ECM - Stephen Ludlow

OpenText© 2017 All Rights Reserved. 8

WHY IS THIS HAPPENING?

Page 9: [AIIM17] Changing Times, The Future of ECM - Stephen Ludlow

OpenText© 2017 All Rights Reserved. 9

ECM HAS BECOMEDIAL TONE

CONSOLIDATION

Page 10: [AIIM17] Changing Times, The Future of ECM - Stephen Ludlow

OpenText Confidential. ©2016 All Rights Reserved. 10

ECMWE BUILT IT

…AND THEY DID NOT COME

Page 11: [AIIM17] Changing Times, The Future of ECM - Stephen Ludlow

OpenText Confidential. ©2016 All Rights Reserved. 11

ECMIS NOT

THE LEAD APPLICATION

Page 12: [AIIM17] Changing Times, The Future of ECM - Stephen Ludlow

OpenText Confidential. ©2016 All Rights Reserved. 12

USER PRODUCTIVITYUSER POWER

Page 13: [AIIM17] Changing Times, The Future of ECM - Stephen Ludlow

OpenText© 2017 All Rights Reserved. 13

“ECM” is a set of services and microservices, embodied either as an integrated product suite or as separate applications that share common APIs and repositories, to exploit diverse content types, and serve multiple constituencies and numerous use cases across an organization.

Gartner - New Definition of ECM in 2017

Page 14: [AIIM17] Changing Times, The Future of ECM - Stephen Ludlow

OpenText© 2017 All Rights Reserved. 14

“ECM” is a set of services and microservices, embodied either as an integrated product suite or as separate applications that share common APIs and repositories, to exploit diverse content types, and serve multiple constituencies and numerous use cases across an organization.

Gartner - New Definition of ECM in 2017

Page 15: [AIIM17] Changing Times, The Future of ECM - Stephen Ludlow

OpenText© 2017 All Rights Reserved. 15

“ECM” is a set of services and microservices, embodied either as an integrated product suite or as separate applications that share common APIs and repositories, to exploit diverse content types, and serve multiple constituencies and numerous use cases across an organization.

Gartner - New Definition of ECM in 2017

Page 16: [AIIM17] Changing Times, The Future of ECM - Stephen Ludlow

OpenText© 2017 All Rights Reserved. 16

“ECM” is a set of services and microservices, embodied either as an integrated product suite or as separate applications that share common APIs and repositories, to exploit diverse content types, and serve multiple constituencies and numerous use cases across an organization.

Gartner - New Definition of ECM in 2017

Page 17: [AIIM17] Changing Times, The Future of ECM - Stephen Ludlow

OpenText© 2017 All Rights Reserved. 17

“ECM” is a set of services and microservices, embodied either as an integrated product suite or as separate applications that share common APIs and repositories, to exploit diverse content types, and serve multiple constituencies and numerous use cases across an organization.

Gartner - New Definition of ECM in 2017

Page 18: [AIIM17] Changing Times, The Future of ECM - Stephen Ludlow

OpenText Confidential. ©2016 All Rights Reserved. 18

ECM EVOLUTION OR REVOLUTION

Multi-purpose Fit for purpose

Monolithic API-Driven

Inward focus Beyond organizational boundaries

Power User Casual User

Convenience for the Enterprise Convenience for the User

Page 19: [AIIM17] Changing Times, The Future of ECM - Stephen Ludlow

OpenText© 2017 All Rights Reserved. 19

WHAT ARE WE SUPPOSED TO DO?

Page 20: [AIIM17] Changing Times, The Future of ECM - Stephen Ludlow

KEEPCALM

CARRYON

AND

Page 21: [AIIM17] Changing Times, The Future of ECM - Stephen Ludlow

KEEPCALM

CARRYON

AND

RUNNINGDCTM

Page 22: [AIIM17] Changing Times, The Future of ECM - Stephen Ludlow

OpenText Confidential. ©2017 All Rights Reserved. 22

Your investment is safe

OpenText will protect Documentum Customers’ investments with innovation and continued full support for both Documentum and OpenText Content Suite

Current roadmaps and commitments remain stable and will be delivered

Page 23: [AIIM17] Changing Times, The Future of ECM - Stephen Ludlow

OpenText Confidential. ©2017 All Rights Reserved. 23

Documentum Investment Focus

CONTINUED ENHANCEMENT

Documentum and applications like D2 and InfoArchive to improve:

Managed Services offerings in the OpenText

Cloud

INDUSTRY SOLUTIONS

Life Sciences and Energy and

Engineering Usabilit

y Analytic

s TC

O

Page 24: [AIIM17] Changing Times, The Future of ECM - Stephen Ludlow

KEEPCALM

CARRYON

AND

EXTENDINGECM

Page 25: [AIIM17] Changing Times, The Future of ECM - Stephen Ludlow

OpenText Confidential. ©2017 All Rights Reserved.

A ROSE BY ANY OTHER NAME

XECMCONTENT SERVICES

Page 26: [AIIM17] Changing Times, The Future of ECM - Stephen Ludlow

OpenText© 2017 All Rights Reserved. 26

Extended ECM for Salesforce

Account Workspaces in Salesforce

Extended ECM Account Workspace in

Salesforce

Salesforce Account(e.g. Global Trade AG)

Page 27: [AIIM17] Changing Times, The Future of ECM - Stephen Ludlow

OpenText Confidential. ©2017 All Rights Reserved. 27

Process Productivity

Seamless Integration into SuccessFactors UI

HR Inbox with Tickets

HR Employee Workspaces

Page 28: [AIIM17] Changing Times, The Future of ECM - Stephen Ludlow

OpenText© 2017 All Rights Reserved. 28

Business Object

Process Productivity

Extended ECM Anatomy of the IntegrationBusiness Application

Data,Roles,

Structure,Relations,

Classifications

Contentin Context

Workspace User Interface (Widgets)

DATA

CONTENT TASKS

PEOPLE

Workspace Template

Trigger Event

DATA

CONTENT TASKS

PEOPLE

Business Workspace

Template based CreationExtended ECM Platform

Page 29: [AIIM17] Changing Times, The Future of ECM - Stephen Ludlow

KEEPCALM

CARRYON

AND

USINGBUILT

FOR

APPLICATIONSPURPOSE

Page 30: [AIIM17] Changing Times, The Future of ECM - Stephen Ludlow

OpenText Confidential. ©2017 All Rights Reserved. 3030OpenText Confidential. ©2016 All Rights Reserved. 30

New dashboard for document control managers.

Make it easy to control engineering risk, do engineering work and find engineering information

keep engineering projects on track with widgets for Overdue Items, Assignments and Activity Streams

Extended ECM for Engineering Documents

ENGINEERING

Page 31: [AIIM17] Changing Times, The Future of ECM - Stephen Ludlow

OpenText Confidential. ©2017 All Rights Reserved. 3131OpenText Confidential. ©2016 All Rights Reserved. 31

SaaS bundled with LEAP Supplier Exchange1. Multiple Project Management

2. Task Management

3. Document Management

4. Facets and Filtered searching

5. Distribution and Transmittals

6. Commenting and Consolidation

7. Reporting

Capital Projects Express

ENGINEERING

Page 32: [AIIM17] Changing Times, The Future of ECM - Stephen Ludlow

OpenText Confidential. ©2017 All Rights Reserved. 3232OpenText Confidential. ©2016 All Rights Reserved. 32

Manage the creation, review and approval and release of controlled quality and manufacturing documentation

Leverage predefined document taxonomies, lifecycles and workflows based on industry best practices

Ensure compliance with Good Manufacturing Practices (GMP) standards

Documentum Quality and Manufacturing for Life SciencesLIFE SCIENCES

Page 33: [AIIM17] Changing Times, The Future of ECM - Stephen Ludlow

KEEPCALM

CARRYON

AND

WITHCOMPLIANCE

INFOGOVAND

Page 34: [AIIM17] Changing Times, The Future of ECM - Stephen Ludlow

OpenText Confidential. ©2017 All Rights Reserved.

Transparent Information Governance

Manage the flow of information from capture through archiving and disposition

Capture Classify Manage Discover Archive Dispose

SUPPLIER PRODUCTASSETEMPLOYEE FINANCECUSTOMER LEGAL

MANUFACTURING UTILITIES & ENERGY

LIFE SCIENCES

RETAIL TELECOMFINANCIAL &INSURANCE

TRANSPORTATION MEDIA PUBLIC SECTOR

Industry Solutions

Horizontal Enterprise Solutions

SOLU

TIO

NS

Page 35: [AIIM17] Changing Times, The Future of ECM - Stephen Ludlow

OpenText Confidential. ©2017 All Rights Reserved. 35

Eliminate costly legacy apps and systems while still retaining

data and content for compliance purposes

Make data hungry applications run more efficiently by archiving static information in a

governed manner

Enable better strategic decisions by

leveraging all the formerly buried

information in your enterprise

DECOMMISSION OPTIMIZE ANALYZECONTROL

Ensure compliance with regulatory and legal mandates by applying necessary

retention and eDiscovery policies

Page 36: [AIIM17] Changing Times, The Future of ECM - Stephen Ludlow

KEEPCALM

CARRYON

AND

MAKINGPROCESSES

MOREPRODUCTIVE

Page 37: [AIIM17] Changing Times, The Future of ECM - Stephen Ludlow

OpenText© 2017 All Rights Reserved. 37

Process Productivity

Introducing Connected Workspaces

D ATA

CONTENT TA S K S

P E O P L E

Customer WorkspaceD ATA

CONTENT TA S K S

P E O P L E

Project Workspace

D A T A

CONTENT T A S K S

P E O P L E

Supplier Workspace

D A T A

CONTENT T A S K S

P E O P L E

PO Workspace

DATA

CONTENT TASKS

PEOPLE

Opportunity Workspace

Page 38: [AIIM17] Changing Times, The Future of ECM - Stephen Ludlow

OpenText ©2017 All Rights Reserved. 3838

Workspaces

Workspace name

Comments/Social

Team Members

Metadata

Recent Activity

Page 39: [AIIM17] Changing Times, The Future of ECM - Stephen Ludlow

KEEPCALM

CARRYON

AND

MAKINGPEOPLEMORE

PRODUCTIVE

Page 40: [AIIM17] Changing Times, The Future of ECM - Stephen Ludlow

OpenText© 2017 All Rights Reserved. 40

ECM Apps for Office 365

Discover, access and work with Enterprise content

Supporting Office 365 Sites and SharePoint 2017

Integrating withContent Server 16 and Extended ECM 16

Supports different perspectives on content (full screen + webparts)

Page 41: [AIIM17] Changing Times, The Future of ECM - Stephen Ludlow

OpenText© 2017 All Rights Reserved. 41

BUT…

Page 42: [AIIM17] Changing Times, The Future of ECM - Stephen Ludlow

OpenText Confidential. ©2017 All Rights Reserved. 42

FU UREOF ECMBUILD

THE

Applications

Integrations

Cloud

Content ServicesOn existing investment and leverage:

Content ServerExtended ECM

Page 43: [AIIM17] Changing Times, The Future of ECM - Stephen Ludlow

OpenText Confidential. ©2017 All Rights Reserved. 43

An Integration Strategy for the Future

Content Server

API’S

CONTINUED INVESTMENT AND ROADMAP COMMITMENTS

INTEGRATIONS

CORE CONCERTSNAPCOURIER

SOLUTION COMPONENTS

INTEGRATION STRATEGY

Leverage Existing Platforms

Convergence in Next-Gen-Platform

CONTENT SERVICES CASE SERVICES CAPTURE SERVICES

APPLICATIONS EXTENSIONSINDUSTRY APPLICATIONS

LIFE SCIENCESEXPRESS

SUPPLIEREXCHANGE

Page 44: [AIIM17] Changing Times, The Future of ECM - Stephen Ludlow

OpenText Confidential. ©2017 All Rights Reserved. 44OpenText Confidential. ©2016 All Rights Reserved. 44

A LEAP SaaS solution to quickly distribute time-sensitive transmittals and deliverables to meet contractual requirements

Example: Supplier Exchange

Page 45: [AIIM17] Changing Times, The Future of ECM - Stephen Ludlow

OpenText© 2017 All Rights Reserved. 45

PLAN FOR THE FUTURE

Page 46: [AIIM17] Changing Times, The Future of ECM - Stephen Ludlow

OpenText© 2017 All Rights Reserved. 46

IDENTIFY PROJECTSWHERE ECM IS THELEAD APPLICATION

(BE HONEST)

Page 47: [AIIM17] Changing Times, The Future of ECM - Stephen Ludlow

OpenText© 2017 All Rights Reserved. 47

EMBRACE(AND STANDARDIZE)FILE SYNC & SHARE

Page 48: [AIIM17] Changing Times, The Future of ECM - Stephen Ludlow

OpenText Confidential. ©2016 All Rights Reserved. 48

TAKE ACASE-BASEDAPPROACH

Page 49: [AIIM17] Changing Times, The Future of ECM - Stephen Ludlow

OpenText Confidential. ©2016 All Rights Reserved. 49

IDENTIFY BUSINESSPROCESSES THAT CAN

BE IMPROVEDHINT: SILOS - MOBILITY - APPS - EXTERNAL ACCESS

Page 50: [AIIM17] Changing Times, The Future of ECM - Stephen Ludlow

OpenText Confidential. ©2016 All Rights Reserved. 50

DON’T LETHISTORY REPEAT ITSELF(WITH APPS)

Page 51: [AIIM17] Changing Times, The Future of ECM - Stephen Ludlow

OpenText Confidential. ©2016 All Rights Reserved. 51

DON’T

OUT WITH THE BATHWATERTHROW THE BABY

Page 52: [AIIM17] Changing Times, The Future of ECM - Stephen Ludlow

OpenText Confidential. ©2016 All Rights Reserved. 52

<METADATA/>ADDS CONTEXT

Page 53: [AIIM17] Changing Times, The Future of ECM - Stephen Ludlow

OpenText Confidential. ©2016 All Rights Reserved. 53

DON’T LET INFOGOVSTALL DIGITAL

TRANSFORMATION

Page 54: [AIIM17] Changing Times, The Future of ECM - Stephen Ludlow
Page 55: [AIIM17] Changing Times, The Future of ECM - Stephen Ludlow

OpenText Confidential. ©2016 All Rights Reserved. 55

MOVEFORWARD

Page 56: [AIIM17] Changing Times, The Future of ECM - Stephen Ludlow

OpenText Confidential. ©2016 All Rights Reserved. 56