what do records and information managers need to know about open source ecm?
DESCRIPTION
Session presented to the ARMA Columbia SC chapter, January 2011. Overview of open source in the enterprise content management space, when it could or should be considered by records management professionals.TRANSCRIPT
Cheryl McKinnon
@CherylMcKinnon on Twitter
January 2011
Presentation to Columbia SC - ARMA Chapter
Open Source ECM:What Records and Information Managers Need to Know
Tuesday, January 18, 2011
2
• Definition emerged 1998 - with a new model of software development and release - Mozilla (Netscape Navigator)
• Roots back to 1980s - Free Software Foundation
• Practices rooted in development that evolved into the internet
• 1960s/70s - early example of open, participatory software development
• 1998 - Founding of Open Software Initiative
• consistent terminology, sanctioned software license agreements, definitions and practices
• http://opensource.org/
What is Open Source?
Tuesday, January 18, 2011
3
• Simply?
• A way a software developer (a vendor or a community) licenses and distributes its source code
• No charge for the software, availability of code, welcomes contributions, no restrictions on how software is used
• Variety of individual license agreements govern how it is distributed or used inside other products.
• Examples: GPL, LGPL, Apache, BSD, Eclipse, others...
What is Open Source?
Tuesday, January 18, 2011
4
• What about Open Source Companies?
• Different Business Models to Meet Different Customer Needs
• Support and Maintenance Revenue Model
• RedHat (Linux)
• Acquia (Drupal Web Content Management)
• Nuxeo - (ECM)
• Free Community Editions vs. Supported Enterprise Editions
• Alfresco (WCM/ECM)
• Many others under “open core” or “dual license” models
What is Open Source?
Tuesday, January 18, 2011
What Do You Need to Know?
5
Tuesday, January 18, 2011
#1You Can Get Started on an Information Management
Project... Now
6
Tuesday, January 18, 2011
7
• No need to let business problems escalate due to lack of short term budget funding
• Early requirements research can be done with little or no up-front financial investment
• Simplified approach to product procurement allows more transparent financial planning for development and deployment
#1 - You Can Get Started on an Info Management Project... Now
Tuesday, January 18, 2011
#2Open Source ECM is *NOT* Written by Some Guy in his
Mom’s Basement
8
Tuesday, January 18, 2011
9
• Still a lingering - and out-dated - perception of open source as hobbyist driven
• IT managers and software architects have long recognized open source for infrastructure use
• Professional support, developers, QA and services are all provided by vendors who understand enterprise needs
• Beware of the Fear, Uncertainty and Doubt (FUD) from bigger vendors who see as new competition
#2 - It is *NOT* Written by Some Guy in his Mom’s Basement
Tuesday, January 18, 2011
#3You Don’t Need to be a Developer to Use Open
Source ECM
10
Tuesday, January 18, 2011
11
• Organizations with complex or unique ECM requirements can always choose to customize
• Clean, approachable user experience designed for use by typical information workers
• Graphical, wizard-driven customization and configuration environment puts control into hands of information architects and business analysts
#3 - You Don’t Need to be a Developer to Use Open Source ECM
Tuesday, January 18, 2011
#4Don’t Confuse Open Source
with “Free”
12
Tuesday, January 18, 2011
13
• All ECM projects require a long term plan for deployment, needs analysis, training and ongoing support and maintenance
• Select an ECM platform because it meets your business and technical needs - not because there is a perception of ‘no cost’
• Prepare to invest in the support and assurances that best align with the mission critical nature of the content application
#4 - Don’t Confuse Open Source with “Free”
Tuesday, January 18, 2011
#5Open Source ECM Vendors Walk the Enterprise 2.0 Talk
14
Tuesday, January 18, 2011
15
• Successful open source projects are vibrant communities that encourage peer-to-peer engagement
• Most vendors jumped on the “Community” and “Social Marketplace” bandwagon over last 2 years
• Open source ECM has valued knowledge-sharing, online community, peer support and customer input for years - exemplifies Knowledge Management in practice
• Trend to more on-demand, hosted services for upgrades, patches, optional modules, design tools
#5 - Open Source ECM Vendors Walk the Enterprise 2.0 Talk
Tuesday, January 18, 2011
#6Open Source Vendors Align to
Customer Priorities
16
Tuesday, January 18, 2011
17
• Vendors who derive revenue from proprietary license sales will benefit far in advance of their customers
• ECM deployments require weeks or months to show ROI and deliver on deployment objectives
• Open Source vendors benefit when the customer does: during the application build and deployment phases
• Responsiveness to customer needs - roadmap, localization, support for third party products
#6 - Open Source Vendors Align to Customer Priorities
Tuesday, January 18, 2011
#7Not All Vendor Business
Models are the Same
18
Tuesday, January 18, 2011
19
• Insist upon clarity and transparency from the open source ECM vendor
• Ensure the software that is tested and piloted is the same software that the vendor will support
• Do due diligence to ensure no hidden catches or unexpected costs or upgrade charges
• Ensure the vendor open source license model is a good fit for your overall IT architecture
#7 - Not All Vendor Business Models are the Same
Tuesday, January 18, 2011
#8ECM is no Longer a Frill
It is Essential to 21st Century Business
20
Tuesday, January 18, 2011
21
• Rise of the Web means small and new companies can compete with incumbents
• Democratization of opportunity = democratization of risk
• Requirements to manage, capture and preserve content extends to companies of all sizes and corporate structures
• eDiscovery, regulation-driven retention rules not only for large publicly-traded companies
• Open source ECM helps keep the playing field level
#8 - ECM is no Longer a Frill
Tuesday, January 18, 2011
What About Open Standards?
Tuesday, January 18, 2011
23
• Digital Content Preservation
• Open formats for record capture/preservation - published open specifications to ensure it can be reproduced outside of vendor hardware/software
• PDF/A
• Interoperability
• Common ground across Document Management and other Information Management products for content use and exchange
• CMIS (Content Management Interoperability Services)
• Metadata
• Readable descriptors, structure, consistent categorization
• XML, Dublin Core
Open Standards: Essential to RM
Tuesday, January 18, 2011
Want to Learn More?
Tuesday, January 18, 2011
25
Nuxeo ECM - Our Approach
Platform
Nuxeo Enterprise PlatformComplete set of components covering all aspects of ECM
Nuxeo CoreLightweight, scalable, embeddable content repository
Packaged Products &
Distributions
DocumentManagement
Digital AssetManagement
CaseManagement
FrameworkCore Server
ContentApplication
Platform
Business Applications
Correspondence Management
Contracts Management
Invoice ProcessingRecords
Management
Construction Media Government Life Sciences
Tuesday, January 18, 2011
26
• White Paper:
• http://www.nuxeo.com/en/resources/Reference-Material/8-things-you-should-know-about-open-source-ecm
Resource Center
Tuesday, January 18, 2011
27
• Documentation, White Papers, Customer Stories, Technical Blogs, Product Highlight Videos, Online Slides and Presentations
• http://www.nuxeo.com/en/resources
Resource Center
Tuesday, January 18, 2011
