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© 2012 IBM Corporation New insights. Better outcomes. IBM ECM Roadmap and Strategy John Greene

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Page 1: IBM ECM Roadmap and Strategy

© 2012 IBM Corporation

New insights. Better outcomes.

IBM ECM Roadmap and Strategy

John Greene

Page 2: IBM ECM Roadmap and Strategy

© 2013 IBM Corporation2

Please note

IBM’s statements regarding its plans, directions, and intent are subject to change

or withdrawal without notice at IBM’s sole discretion.

Information regarding potential future products is intended to outline our general

product direction and it should not be relied on in making a purchasing decision.

The information mentioned regarding potential future products is not a

commitment, promise, or legal obligation to deliver any material, code or

functionality. Information about potential future products may not be incorporated

into any contract. The development, release, and timing of any future features or functionality described for our products remains at our sole discretion.

Performance is based on measurements and projections using standard IBM

benchmarks in a controlled environment. The actual throughput or performance that any user will experience will vary depending upon many factors, including

considerations such as the amount of multiprogramming in the user’s job stream,

the I/O configuration, the storage configuration, and the workload processed.

Therefore, no assurance can be given that an individual user will achieve results

similar to those stated here.

Page 3: IBM ECM Roadmap and Strategy

© 2013 IBM Corporation3

3

Leading organizations rely on IBM ECM

* Lists of top companies/agencies sourced from Dun & Bradstreet Worldbase. ECM customer

information sourced from IBM Finance.

24 out of the top 30 banks worldwide*

15 out of the top 16 telecommunications companies

worldwide*

19 out of the top 23 insurance companies

worldwide*

56 of the top 58 government agencies*

21 out of the top 27 retail companies worldwide*

1200+ manufacturers worldwide*

Page 4: IBM ECM Roadmap and Strategy

© 2013 IBM Corporation4

4

Leading organizations rely on IBM ECM

* Lists of top companies/agencies sourced from Dun & Bradstreet Worldbase. ECM customer information sourced from IBM Finance.

24 out of the top 30 banks worldwide*

15 out of the top 16 telecommunications companies

worldwide*

19 out of the top 23 insurance companies

worldwide*

56 of the top 58 government agencies*

21 out of the top 27 retail companies worldwide*

1200+ manufacturers worldwide*

Page 5: IBM ECM Roadmap and Strategy

© 2013 IBM Corporation5

Great Market Opportunity and Growth

2012 Market CAGR 2015 Market Ranking

$4.25B 5.6% $5.23B #1

$1.48B 13.5% $2.44B #1

$2.5B 4% $2.84B #5

$2.63B 10.7% $3.91B #3

OVERALL ECM Market Oppty. $10.82B 7.8% $14.41B #1

• The ECM landscape is a $11B market opportunity growing at a 7.8% CAGR, and will reach

over $14B by 2015

• IBM is the largest vendor in the industry and is achieving double-digit growth in markets

where competitors are declining

Source: IBM GMV Market Insights 2012

IBM CONFIDENTIAL

Page 6: IBM ECM Roadmap and Strategy

© 2013 IBM Corporation6

• Document capture

automation

• Production imaging

• Enterprise report

management

• Platform

standardization and

consolidation

• Comprehensive case

management

• Integrated

collaboration and

rules

• Case analytics

• Document centric

workflow

• Office document

management

• Social content and

collaboration

• Content analytics

and assessment

• Enterprise search

• Content

classification and

tagging

• Master content

• Smart archive

• Records and

retention

management

• eDiscovery

• Disposition and

governance

ActivateCapture Socialize Analyze Govern

for reduced cost and risk

and put the content in context

for better collaboration and access

and identify patterns to gain insights

and gain control of the content to determine the value

High Value Solutions built on best-of-breed capabilities

Page 7: IBM ECM Roadmap and Strategy

© 2013 IBM Corporation7

Put content into action across specific business opportunities

Capture and manage unstructured business information

Reduce cost and risk associated with business information

11

22

33

ECM Portfolio spans three Primary Usage Categories

Page 8: IBM ECM Roadmap and Strategy

© 2013 IBM Corporation8

ESSENTIALS

CONTENT

1

Page 9: IBM ECM Roadmap and Strategy

© 2013 IBM Corporation9

Key Buying Occasions

ECM Consolidation / StandardizationEstablishing a common platform for enterprise content management services.

Consolidating vendors and establishing shared services to save cost and improve

enterprise infrastructure capabilities

Capture and Imaging solutionsAutomating the life cycle of paper-based documents from capture to business

process to archive.. reduced costs and faster cycle times

eBilling and Enterprise report managementUsing digital archive and statement presentment for cost savings & improved

customer service

Smarter Workforce – Social content solutionsImproving workforce effectiveness by adding social capabilities to content-related

processes. Managing and governing social content for reduced cost and risk.

Page 10: IBM ECM Roadmap and Strategy

© 2013 IBM Corporation1010

The need

• Respond to acquisitions resulting in the inheritance

of diverse content repositories.

• To prevent content silos from disrupting access

to enterprise content

The solution

• Consolidate content from non-IBM repositories into

FileNet Content Manager

• Leverage content migration to move content into

FileNet Content Manager

• Leverage content Federation Services to federate

metadata into FileNet Content Manager

Apache Energy

Enabling cost reductions through Platform Consolidation

The benefits

• Improved access to enterprise content

• Reduced costs by consolidating content

• Improved productivity by simplifying

IT infrastructure

• Reduced costs by implementing business

processes which could leverage all enterprise

content

• Implemented an Information Lifecycle solution

based on the FileNet Content Manager platform.

“Apache Energy met it‘s objective of having an true and complete Enterprise management solution by implementing FileNet Content Manager and related P8 offerings such as IBM Case Foundation and IBM records management solutions.

Page 11: IBM ECM Roadmap and Strategy

© 2013 IBM Corporation11

1

1

Invacare Corporation Automates Accounts Payable

• Global health equipment manufacturer

• Thousands of paper invoices every day

• Replaced a manual process with

Datacap Accounts Payable Capture

• Eliminated double data entry: once into

Oracle and again to index for ECM

storage

• Replaced a paper process with a

digital solution

• Results:

• Improved customer service

• Improved vendor relations

• Accelerated payment process

• Eliminated data entry headcount

• Reduced cost

“Processing is much faster and invoices are almost

immediately available as electronic images.”

— Seth Linebrink, Manager of Financial Reporting and Accounts Payable, Invacare

Page 12: IBM ECM Roadmap and Strategy

© 2013 IBM Corporation12

Market Leading Offerings

ECM Consolidation / Standardization

•IBM Content Navigator 2.1

•IBM FileNet Content Manager 5.2

•IBM Content Manager 8.4.3

Capture and Imaging solutions

•IBM Datacap Taskmaster 8.1

•IBM Production Imaging Edition

eBilling and Enterprise Report Management

•IBM Content Manager OnDemand 9.0

Smarter Workforce – Social Content Solutions

•IBM Connections Content Edition

•IBM Connections Enterprise Content Edition

Page 13: IBM ECM Roadmap and Strategy

© 2013 IBM Corporation13

• Federated access to multiple content sources:FileNet CM, CM8, CMOD

• Self-provisioned Document Team Spaces

• OOTB Enterprise Search/Facets via ICA

• Open Standards Support• HTML 5, CMIS

• Native Microsoft Office Integration

• Visual Component Toolkit via • Extend Navigator OOTB UI• Build & integrate with custom UIs

• Web Administration: • User Experience Configuration• Optimize Desktop for Business Roles

• Mobile Content Mgmt.: • Browse, Sort, Search/Template• View Properties & Native File Types• Add or Capture via library/camera

IBM Content Navigator

Page 14: IBM ECM Roadmap and Strategy

© 2013 IBM Corporation14

IBM Content Navigator for Office

� Consistent experience for

Navigator web and office

integration

– Common searches, favorites, teamspaces

– Centralized admin

– Data interaction

– External Data Services support

– Microsoft Office properties to

class property mapping

� CM8 repository support technical preview

14 IBM Confidential October 2012

Page 15: IBM ECM Roadmap and Strategy

© 2013 IBM Corporation15

Business self provisioning

Teamspace

My Documents replacement

Standard operating

procedures

Quarterly and annual business

reviews

Events and conferences

Contracts/ vendor management

Page 16: IBM ECM Roadmap and Strategy

© 2013 IBM Corporation1616

IBM Content Navigator for iOSBrowse

Search

View

Add using camera

IBM Content Navigator for iOSBrowse

Search

View

Add using camera

Horizontal and vertical

Partner solutions

Horizontal and vertical

Partner solutions

Mobile solutions matching business needs

Page 17: IBM ECM Roadmap and Strategy

© 2013 IBM Corporation17

Navigator visual component toolkitECM Dojo components

• Change or extend Content Navigator

• Build complete applications

• ECM-enable applications in any framework

• Use ECM Dijits, full Dojo library, other JavaScript

packages to build your solutions

http://dojotoolkit.org/

Page 18: IBM ECM Roadmap and Strategy

© 2013 IBM Corporation18

What to expect in 2013

Capturing and managing unstructured business information

1

Page 19: IBM ECM Roadmap and Strategy

© 2013 IBM Corporation19

Greater Choice for IBM ECM Customers

IBM Content Foundation (Coming Soon!)Release Timeframe: Q2 2013

� Power of P8 harnessed in a new nimble, consumable, cost-effective offering

– Document Management

– Custom application development

– ECM Consolidation

� Leverages Enterprise manageability and social & mobile capabilities

IBM FileNet Content Mgr 5.2Shipped: March 2013

� Enterprise Manageability

– Common Content & Process

Engine

– Web-based administration

– Event-based document retention

– Content file compression

– Storage migration

– Search optimization

� Social & mobile capabilities

� Both solutions leverage the same “Content Platform Engine”

� Both solutions can interoperate and co-exist in a customer environment

� Both are strategic solutions aimed at meeting different customer requirements

� IBM Content Foundation is NOT a replacement for FileNet Content Manager

� Both offerings can support solutions such as Enterprise Records or Case Manager

Page 20: IBM ECM Roadmap and Strategy

© 2013 IBM Corporation20

FileNet Content Manager

IBM Content Navigator

WebMS

OfficeMobile

WorkplaceWorkplace

XT

Filenet Integration for

MS Office (FIMO)

Application Engine

Services

SharePoint Webparts

Rendition Engine(additional

license)

APIs

Content Platform Engine

Content Engine ServicesProcess Engine Services

(limited use)

Content Search ServicesContent Federation

Services

Administration

WebSvcs

CMIS

.Net

JAVA FileNet

Enterprise Manager

Admin

Console for CPE (web)

Tivoli Directory Services

(limited use)

DB2 ESE and WSE

(limited use)

WebSphere Application

Server(limited use)

IBM Content Analytics text search

(limited use)

WebApp toolkit

Page 21: IBM ECM Roadmap and Strategy

© 2013 IBM Corporation21

IBM Content Foundation

IBM Content Navigator

WebMS

OfficeMobile

WorkplaceWorkplace

XT

Filenet Integration for

MS Office (FIMO)

Application Engine

Services

SharePoint Webparts

Rendition Engine(additional

license)

APIs

Content Platform Engine

Content Engine ServicesProcess Engine Services

(limited use)

Content Search ServicesContent Federation

Services

Tivoli Directory Services

(limited use)

WebSphere Application

Server(limited use)

Administration

WebSvcs

CMIS

.Net

JAVA FileNet

Enterprise Manager

Admin

Console for CPE (web)

IBM Content Analytics text search

(limited use)

WebApp toolkit

Page 22: IBM ECM Roadmap and Strategy

© 2013 IBM Corporation22

FileNet 5.2 andIBM Content Foundation

FileNet 5.1

New! Single Content Platform Engine – 5.2

� Use case– As an administrator I have to

maintain core FileNet server components

– I maintain all the services and also High Availability and Disaster Recovery services

� FileNet Implementation– Combine all core services into

a single J2EE engine deployment

– Provide consistent HA and DR for all

– Share resources such as database connection pools

� Benefit– Very significant reduction in

administration complexity– Simplifies delivery and

application of upgrades and patches

– Consumability improvements

Content Engine

Process Engine

Case Analyzer

Component Manager

J2EE JAVA

ContentPlatform Engine

J2EE

ContentPlatform Engine

ContentPlatform Engine

Page 23: IBM ECM Roadmap and Strategy

© 2013 IBM Corporation23

IBM Content Manager “next”Release Timeframe: 2H 2013

� Content Navigator

• Access Control Enhancements

• Improvement for Content Navigator Teamspaces

• Improvements in Hierarchical Folders

• Improved Document Handling Support (SSA and

Intact)

� Enterprise Manageability

• Critical Performance Requirements – Prioritized

by Customers

• Secure Transport and Encryption Improvements

• Compliance with new NIST standard 800-131a

• Logging Enhancements

• Improved Installation and Configuration Tools

Page 24: IBM ECM Roadmap and Strategy

© 2013 IBM Corporation24

Content Navigator “next”Release Timeframe: Q3 2013

� Socializing around content

• Track who is downloading documents

• Comment on and discuss documents

• Subscription and notification for changes

� Productivity

• Teamspace document review and approvals

• Cross repository search

• Multi document updates in a single action

• Office: IBM Content Manager support

• Mobile: eMail a document, create searches, ...

� Enhanced self provisioning and deployment

• Navigator configuration export/import

• Teamspace template export/import

• Business user document class provisioning

Page 25: IBM ECM Roadmap and Strategy

© 2013 IBM Corporation25

SOLUTIONS

HIGH VALUE

2

Page 26: IBM ECM Roadmap and Strategy

© 2013 IBM Corporation26

Key Buying Occasions

Addressing Content-related Processes / Case Management workloadsLeveraging deeply integrated content and process technologies to reduce cycle

time, save costs and deliver optimized case outcomes.

Gleaning Insight from Business ContentEmploying advanced text analytics and discovery technologies to extract

meaning and valuable business insights – e.g. voice of the customer, product and

service innovation, warrantee service and fraud detection.

Using Pre-built Software Solutions to rapidly address Business ChallengesPre-integrated solutions that address horizontal and industry-specific business

needs. Improved time-to-solution and reduced integration costs help satisfy line-

of-business buyers while supporting IT standards and enterprise platform

requirements.

Page 27: IBM ECM Roadmap and Strategy

© 2013 IBM Corporation27

Goal-Driven, Optimize Case

Outcomes

Support the Way Knowledge Workers Work

Shorten Time-to-Value,

Business Can Take Control

Manage All Types of Information to Make Better Decisions

IBM Case Manager4 Key Areas of Differentiation Together in One Solution

11

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44

Page 28: IBM ECM Roadmap and Strategy

© 2013 IBM Corporation2828

• Builds on the proven capabilities

of the IBM Case Manager product

• Delivers trusted information to the case – both content and

structured data in the context of a

case

• Shortens time-to-value with better tools, out-of-the box solutions and

templating capabilities

• Built-in infrastructure for creating and reusing case templates

• Leverages unique dynamic work

management concepts and capabilities

IBM Case Manager 5.1.1

Page 29: IBM ECM Roadmap and Strategy

© 2013 IBM Corporation29

Challenge

� Update case handling capabilities, including more than 250 case types, to a more flexible solution

� Provide easy-to-use capabilities for 200 back office employees as well as 5,000 more casual users in branches and various bank business units

Solution

� IBM Case Manager manages cases through entire lifecycles

� Provides business dashboards to monitor SLAs (service level agreements) as well as historical and real time analytics to help manage case processing loads effectively

Anticipated Results

� Reduce FTEs required to support application needs

� Increase customer satisfaction by lowering numbers of customer call-backs and increasing case/document transparency

SEB improves efficiency with case approach

• Founded in 1856, SEB is now a leading Nordic financial institution. Entrepreneurship, an international presence and long-term relationships are the most important factors to its success.

• The bank offers financial advice and broad range of financial services in Sweden and the Baltic countries. Today, SEB has just over 17,000 employees.

• SEB is represented in 20 countries around the world, from London to New York and Shanghai.

• Five divisions supported by common operations & IT: Merchant banking; Wealth management; Life; Retail banking; Baltics

Page 30: IBM ECM Roadmap and Strategy

© 2013 IBM Corporation30

Banking

• Commercial /

consumer

lending

• New account

origination

• Online

brokerage

account

administration

• Investor

servicing

• Mortgage

processing

• Asset record

certification

and deficiency

resolution

Energy andutilities

• Engineering

project

management

• Rate case

submission

management

• Pre-

construction

project

management

• Emergency

permit

requests and

processing

• Critical safety

compliance

management

Government

• Administrative

and trial court

management

• Budgeting and

planning

• Licensing

• Child support

payment

collections

• Citation

management

• Fraud

investigation

• Grant

management

• Retirement

administration

Healthcare

• Credentialing

• Electronic

health record

integration

• Patient financial

services

• Release of

information

• Health

information

management

• Patient records

billing

• Medical records

management

• Patient records

management

Insurance

• Claims

processing

• Customer care

• New product

development

• Policy

management

• Complaints and

appeals

• Healthcare

enrollment

• New business

• Underwriting

• Wholesale

insurance

management

Chemicals & petroleum

• Asset

management

• Plant lifecycle

management

• Engineering

project

management

• Document

lifecycle control

• Critical safety

compliance

management

• CAD drawing

management

• Workplace

safety

management

Retail

• Product

Information

• Automated

invoice

processing

• Single view of

customer

• Supplier

management

• Records

Management

• Contracts

management

• Customer

service

Telecom--munications

• Subscriber

contracts

• MNP

• E-billing

• Voice of

Customer

Analysis

• Confirmation

letters

• Customer

service

• Regulatory

compliance

• New product

introduction

Typical Case Management Use Cases

Page 31: IBM ECM Roadmap and Strategy

© 2013 IBM Corporation31

IBM Content Analytics 3.0

New release of IBM’s Content

Analytics offering – integrates

enterprise search!

• Merging of search and analytics

• Big Data analytics

• Sentiment analytics

• Contextual View

• Usability improvements

• Enterprise Connectivity improvements

• Content Analytics Studio improvements

• Improved result ranking controls

• …and more

Documents

Facets

Time Series

Deviations / Trends

Facet Pairs

Connections

Enterprise SearchDashboard

Page 32: IBM ECM Roadmap and Strategy

© 2013 IBM Corporation3232

Business Challenge

A car rental company needed to better understand

customer feedback to adapt its business accordingly.

Most of its valuable information was trapped inside free-

form customer feedback surveys. This company’s location

managers read each customer comment submitted via

email or phone and then manually categorized it, proving

to be very labor-intensive and inconsistent.

What’s Smart?

Transforming customer information into actionable

intelligence. Using IBM Content Analytics together with

Mindshare Technologies sentiment-based tagging

solution, the company created a “Voice of the Customer”

analytics system to automatically capture customer

experiences in real-time.

Smarter Business Outcomes

The company realized improved accuracy and speed of

the customer feedback analysis process, almost doubling

what had been achieved manually.

“We wanted to leverage this insight at both the

strategic level and the local level to drive

operational improvements”

Industry context: travel services, car rental

Value driver: access to customer survey data

Solution onramp: content analytics

Leading Car Rental Company and Mindshare Technologies

Smart is: identifying customer satisfaction trends

Page 33: IBM ECM Roadmap and Strategy

© 2013 IBM Corporation33

ECM Technology at Work …

Four New Lines of Business Solutions

•IBM Patient Care and Insights

•IBM Intelligent Investigation Manager

•Incident Insight

•Account Payable, HR Files, and Contracts

Page 34: IBM ECM Roadmap and Strategy

© 2013 IBM Corporation34

IBM Intelligent Investigation Manager

… a new solution powered by ECM and i2, provides deeper insights for fraud discovery and optimizes the process of fraud investigations.

… a new solution powered by ECM and i2, provides deeper insights for fraud discovery and optimizes the process of fraud investigations.

Page 35: IBM ECM Roadmap and Strategy

© 2013 IBM Corporation35

BANKING

There was a 25% rise in the fraudulent use of UK credit and debit cards last year (2007), with losses amounting to £535m…

Estimates place the loss due to

health care fraud at a staggering $226 billion each year.

Latest national estimate for claims fraud in the U.S. is $79 billion.

INSURANCE

HEALTHCARE

Customers have stolen power for decades, costing utilities 1% to 3% of revenue — or about $6 billion industry-wide

ENERGY & UTILITIES

Approximate estimates say that the EU loses €100 billionannually in value added tax (VAT) revenues to fraud.

TAXATION

Upwards of 10% to 15% of claimsare in some way suspect

WARRANTIES

25 percent of all workers compensation claims are fraudulent.

WORKER’S COMPENSATION

The average expense reimbursement fraud scheme costs a company $60,000, lasting on average two years before

detection.

TRAVEL

Fraud costs private and public sector enterprises hundreds of billions in revenues each year …. $ 994 Billion in US alone - Association of Certified Fraud Examiners

Fraud costs private and public sector enterprises hundreds of billions in revenues each year …. $ 994 Billion in US alone - Association of Certified Fraud Examiners

Page 36: IBM ECM Roadmap and Strategy

© 2013 IBM Corporation36

Risk of

fraud

85%

Predictive Analytics

Intelligent Investigation

Case Management

Raw Data:Claims, Case historybilling statements, Correspondence,Content in socialmedia

“If more than 3 claims in6 months and over a certain$ amount, flag as high risk.”

Case populated with all claiminfo. Supervisor triages the claim &creates work item for forensic analysis

Analyst detects relationships

Crawls new claims, case histories, and other content.Extracts entities and adds them to the data repository.

Content Analytics

Example: Detection and Investigation of P&C Claims Fraud

Page 37: IBM ECM Roadmap and Strategy

© 2013 IBM Corporation37

Accounts Payable, HR Files, Contracts

In collaboration with partner

Providing best of breed IBM ECM capture and

imaging solution for SAP users

Page 38: IBM ECM Roadmap and Strategy

© 2013 IBM Corporation38

Accounts Payable

Datacap Datacap

ICC4SAPICC4SAPICC4SAP

Invoice

Access order data

Invoice

• Create invoice record with verified data

• Import image file

Link and archive invoice

Retrieve archived invoice

Scan1

2

3b4

5

6

Extraction of header and line item dataVerify against order

3a

FileNet P8orContent Manager 8

Page 39: IBM ECM Roadmap and Strategy

© 2013 IBM Corporation39

What to expect in 2013

Putting content into action across specific business opportunities

2

Page 40: IBM ECM Roadmap and Strategy

© 2013 IBM Corporation40

IBM Case Foundation 5.2(formerly FileNet Business Process Manager)

40 IBM Confidential

� Name change to describe our focus on Case

based solutions.

� Process Engine runs in JEE combined with

Content engine .

• Greatly reduces TCO of platform for customers

• Unified CE-PE server administration console

(ACCE)

� Other key enhancements

• Enable Database simplification and

consolidation

• Case Analyzer/Monitor improvements

� Products removed from the BPM bundle being

announced at eGa

• ECM Widgets, path forward is Navigator

• Business Process Framework, path forward is

IBM Case Manager

Announced with the 5.2 release in

March 2013

Page 41: IBM ECM Roadmap and Strategy

© 2013 IBM Corporation41

IBM Case Manager “next”Release Timeframe: 2H 2013

Collaborative Solution

Design

Rules SDK IntegrationContent Navigator

based document

dialogs and capabilities

Case Operations

Mobile Client Access

Enhanced Step Editor

WAS 8 Support

WebLogic Support

Complex Data Layouts

with Business Objects

Simplified Install and

Configuration, including

HA Configuration

Enhanced UI Toolkit Case Visualizer User Defined Ad-hoc

Task Creation

Working requirements list… subject to change!

Page 42: IBM ECM Roadmap and Strategy

© 2013 IBM Corporation42

Benefits of Content Navigator for IBM Case Manager “next”

�Web based case client built on the new IBM Content Navigator Framework

• Use of common components provides consistency across ECM client

applications

�Case client UI customization directly in Case Builder

�Case client can be configured to display other Content Navigator features to

create a more integrated Case and Content environment

�More extensive customization using standard and well-accepted web

development methods

• Deliver ICM JavaScript toolkit that extends IBM Content Navigator toolkit

• Componentized design makes components within ICM widgets

replaceable and provides more advanced customization options

• Container-independent, can be embedded into other environment easily.

Page 43: IBM ECM Roadmap and Strategy

© 2013 IBM Corporation43

INFORMATION ECONOMICS

3

Page 44: IBM ECM Roadmap and Strategy

© 2013 IBM Corporation44

Pain points: Information value declines over time, but cost and risk do not; rising

volume puts tremendous economic pressure on legal, business and IT

Cost

Risk

Value Cost-to-Value

Gap

Risk-to-Value

Gap

1 Source: Big data: The next frontier for innovation, competition, and productivity McKinsey & Company, 2011 Study2 CGOC 2012 Summit Survey3 Gartner e-discovery Report

• Information volume doubles every 18-24 months in most organizations

• 90% of the world’s information was created in the last 2 years1

• It costs $18,000 to do e-discovery on 1 gigabyte3

• e-discovery consumes as much as half of litigation budget

• It costs $4 million to store 1 petabyte of data

• Data storage will consume 20% of most IT budgets

Typical organization dynamics: 1% of data is on litigation hold and 5% is subject to regulatory obligation25% has current business value68% of data is debris that should be disposed – its cost and risk exceed its value2

Page 45: IBM ECM Roadmap and Strategy

© 2013 IBM Corporation45

IBM’s Information Lifecycle Governance solution improves information

economics by better aligning information cost with its value

ILG lowers the total cost of information while increasing the value derived from it:

•Eliminate unnecessary cost and risk by defensibly disposing of data debris

•Align cost to value through value-based archiving and tiering

•Reduce information risk by instrumenting privacy, e-discovery and regulatory policy across the data environment

•Enable business to realize information value as context erodes with analytics-in-place, content management and collaboration

IBM Information Lifecycle Governance Solution

Page 46: IBM ECM Roadmap and Strategy

© 2013 IBM Corporation46

StoredIQ brings powerful, innovative capabilities to govern data in place to drive

value up and cost out

IBM announces intent to acquire StoredIQ – Dec 19th 2012

Capabilities: Enable organizations to gain visibility and control over big data and rapidly connect people to

business-critical information.

Customers: More than 120 companies are now able to identify, analyze and act on dynamic data to meet their

e-discovery, information governance and data management requirements.

Technology impact: Dynamically manages data in-place to dramatically improve the speed and reliability of

information management and lower legal costs and compliance risks.

People: Founded in 2002, with more than 50 people, headquartered in Austin, TX.

IBM CONFIDENTIAL

Page 47: IBM ECM Roadmap and Strategy

© 2013 IBM Corporation47

DataIQ – Understand Your Data

� Spot compliance violations – how much PII

is stored in unsecure locations, where is it,

who are the biggest offenders?

� Make infrastructure planning decisions –

are you making the best use of your primary

storage environments, or is there data that

should be archived, how fast are your

SharePoint sites growing?

� Get out in front of the eDiscovery process– where do your serial custodians have data

stored, how much data do they have and how

old is it, is there anything you can potentially

delete?

� Jump start or monitor records initiatives –

what types of data is on your file shares, how

old is your data, are people storing data

where they shouldn’t?

47

Page 48: IBM ECM Roadmap and Strategy

© 2013 IBM Corporation48

Put content into action across specific business opportunities

Capture and manage unstructured business information

Reduce cost and risk associated with business information

11

22

33

IBM ECM in 2013

Page 49: IBM ECM Roadmap and Strategy

© 2013 IBM Corporation49

Breakout sessions

Deepen Customer Relationships

Listening to the voice of the customer is key to staying ahead of the competition, but hearing the voice of the customer in today's noisy, multi-channel, social world is increasingly difficult. Discover how IBM's Analytics platform allows you to access and analyse customer sentiment from review sites, social media, emails and other unstructured data sources, and then use that insight to build a personalized dialogue with the customer, deepen customer relationships, increase revenue and reduce costs

Putting Paper to Work

Today's business needs the agility to handle all types of communication including traditional paper forms in an intelligent and efficient manner as part of any business improvement. Capture of the content anywhere it exists, an ability to extract key data and the automatic classification of that content will improve the efficiency of making the information available throughout the organization as quickly as possible and so improving the whole customer experience

Gain work Efficiencies through Case

Traditional workflow applications have grown up and Case Management solutions allow the business process to be modelled to reflect the way we all work in today. Knowledge workers need to have tools to allow them to collaborate and use their expertise to

ensure the right decision is made with the correct information by the appropriate person.

Optimising Fraud Investigations

As fraudsters become more sophisticated and the amount of data flowing into your enterprise grows, so does the threat of damage to your organisation's balance sheet, brand and reputation. Find out how IBM solutions are helping organisations cut the cost of fraud

The Mobile Revolution

Why and how should you harness mobile power? The ubiquitous access to information through mobile devices and 24-hour on-line connectivity, is changing the way businesses use information and how they interact with their customers. Accessibility, security, compliance and effective marketing strategies, all have a new ally in mobile technologies. What's the best way to maximise the value, without introducing new risks?

Improving Information Economics

Legal, Compliance and Business requirements drive information governance decisions. How do organisations combine these drivers to make the best value-based decisions for their information lifecycle governance? Find out how our customers have dramatically reduced storage and litigation costs, by proactively and defensibly managing their information assets, based on business value

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© 2013 IBM Corporation50

Solution Showcase

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Q&A

IBM ECM:

SOLUTIONS OVERVIEW AND ROADMAP

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Acknowledgements and Disclaimers

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