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IBM ECM Strategy and RoadmapRich HowarthVice President, Products and StrategyIBM Enterprise Content ManagementSeptember 16th 2014 - Portland 2009 IBM Corporation

Business content is at the heart of every TSSOCIALMEDIADOCTORSNOTES 2014 IBM Corporation

Traditionally, organizations have managed thiscontent in a warehouse modelBut, the full value inside remains locked awayStoring3SecuringRetrieving 2014 IBM Corporation

The volume, forms and sourcesof business content have shifted dramatically and so has the opportunity to create new TA15x1/452%growth rate ofunstructured data vs.structured dataof the world’sapplicationson Cloud by 2016of all outperformingenterprises can now dobusiness anywhere, viaany device 2014 IBM Corporation

New opportunities to create value for clients andcitizens are driven through contentHow do I get the permits needed to expand my business?ConstructionVendorSCHEMATICSPLANS5Agency /InspectorCitizenONLINE APPPERMITS 2014 IBM Corporation

A new approachputs business content to work and allows organizations to realize new valueSOURCE6TRANSFORMDELIVERContent:Adding value by:The right information: In many forms To the right person From many sources Identifying the rightcontent Understood, described& secured Using only what’s needed At the right time In the right form Preparing it for use 2014 IBM Corporation

United Overseas Bank25%reduced work toexecute Internationalwire transfersStreamlined capture andhigh volume dataContent is classified,managed and analyzedin real timeInformation deliveredin dashboards andprioritized cases7 2014 IBM Corporation

Ceva LogisticsManage the lifecycle ofcontent – from capture tocollaboration & workflows significant TCO savings byreducing staffing, infrastructure andContent Systems areextended to Cloud viaCMISoperation costs, while improvingoperational efficiency and customerservice8Logistics contentcaptured and deliveredanywhere 2014 IBM Corporation

TIAA-CREFEfficiency in processingdistributions/ withdrawalswith shorter turnaroundenhanced client experienceAdaptive case templatesprovides a platform torollout new processesExcellence in Banking andFinancial Services2014 Workflow ManagementCoalition Award9 Content in context and caseanalytics helped management tomonitor work for optimizedoutcomes and to identify cross/upsell opportunities. 2014 IBM Corporation

IBM ECM continues to lead the marketSource: Gartner, Magic Quadrant for Enterprise ContentManagement, 23 September 2013, G0025375710Gartner does not endorse any vendor, product or service depicted in its research publications, and does notadvise technology users to select only those vendors with the highest ratings. Gartner research publicationsconsist of the opinions of Gartner's research organization and should not be construed as statements of fact.Gartner disclaims all warranties, expressed or implied, with respect to this research, including any warranties ofmerchantability or fitness for a particular purpose. 2014 IBM Corporation

IBM Navigator on CloudCloudImproves knowledge-worker productivity by delivering cloud-baseddocument management for teams and the ability to sync the latestversion of content across mobile, desktop and web.Advantage for clientsModern, easy to use web experienceBuilt on IBM’s robust ECM technology SaaS application in IBM Marketplace Designed for medium to large enterprises Same user experience as on premise IBM ECM The base for future SaaS applications11 2014 IBM Corporation

IBM delivers trusted information, in the context ofcritical processes, through a unified user experienceNavigator ExperienceCONTENT12CASEGOVERNANCE 2014 IBM Corporation

IBM Content NavigatorIBM Content Navigator UI Modern HTML 5 client forCM8 and CM OnDemandCMIS repository supportExternal data integrationEnterprise search / facetsFileNet,IBM Content Navigator Framework: Visual component toolkit Extend Navigator out of the box interface Quickly build & integrate custom apps / UIs Consistent design across IBM productsMobile and Office: Work with content across devices via Worklight Microsoft Office integration Secure file transfer to anyone via QuickFile13 2014 IBM Corporation

Content Navigator 2.0.3 – Just Released ! Bi-directional file synchronization Entry templates for FileNet and CM8including property layout capability Check-out/check-in simplification (e.g.tracking of check-outs) Compound document navigation and viewing Custom theming – without writing code Support for new social capabilities Cross repository search for CMIS repositories Deaja HTML-5 Virtual ViewerDeaja HTML-5 Viewer Many additional APIs and customizations Improved URL addressability SharePoint Web Parts Support for Image Services14 2014 IBM Corporation

IBM Content Navigator 2.0315 2014 IBM Corporation

ECM portfolio adoption of Content Navigator Single UI for FileNet, CM8 & CMOD (done) Microsoft Office Integration (done) FileNet admin console (done) iOS & Worklight apps (done) Case Manager (done) Case Foundation (done) Content Classification for end user (done) Enterprise Records (done) Watson Content Analytics (done) Client for Image Services (done) Datacap (next release) ICC for SAP (next release) 16 2014 IBM Corporation

Content Manager OnDemand (CMOD)Enabling Electronic Bill Presentment Archival of customer correspondence: statements,invoices, policies, confirms, – Immediate access to electronic statements bycustomer services reps– Customer access to electronic statements Up to 90% storage savings through advancedcompression Highly scalable and very efficient Easy to install and configure, highly reliable, lowercost to operate then most other repositoriesOnDemand Electronic distribution of documents and reports Powerful indexing and searching – makes findingdocuments easy and fast17 2014 IBM Corporation

CM OnDemand - a legacy of big numbersCompressionPerformanceScalability30:1 3500 185Items per secondCreates cost savings of 50% Get the most out of diskdevicesPetabytes of data undermanagementNo penalty during accessOptimize hardware andmanage IT costs18Retrieval is instant Multiplatforms, zSeries,iSeries, Web interfaceECM System Monitor forapplication healthmanagementContent NavigatorCustomers expect immediateaccess – and get itBillion documents storedArchitecture is unique in the industry 8.7 Million retrievals/dayScales from department toenterprise deploymentsStart small and grow your application 2014 IBM Corporation

Content Manager OnDemand .next RDF/ODF Integration New APIs to store high-volumesof individual documents XML indexing and archival Support for multiple languagefolder names and descriptions ODWEK support for multiplelocales Other operations improvements19 2014 IBM Corporation

Datacap is not only about scanning documentsData can come frommany sources.Understanding andgaining insight into thatdata is what leads tosuccessful businessoutcomes20 2014 IBM Corporation

Datacap is aboutOptimizing costs Improvingand becomingbusinessmore agileperformanceby digitizingdocuments at thepoint of originationand accessing datatrapped on paper21by acceleratingprocesses andgiving more controlof transactions tobusiness usersEmpoweringfront lineemployeesby providing intuitiveimaging solutionsthat shorten time torespond to acustomer 2014 IBM Corporation

Datacap – highlights Mobile CaptureIBM offers an enterprise-class capture and imagingplatform as part of a comprehensive enterprise– Mobile capture of images straight intocontent management foundationDatacap application– Auto edge detection/manual adjust, autode-warping with quality detection and imageCapturesetting adjustments– iOS and Android Native apps, plus an SDKfor customization Distributed and Transactional Capture– Support for hundreds of Multifunctionperipherals (MFPs)– Real-time document delivery from branchoffices to Datacap for processing Capture and Imaging for Line of Business– Tight integration of capture, businessFully exploit all sources of data and content forprocess and archiving to SAP forinsight– Contracts, accounts payable, humanresources, medical claims, etc.22 2014 IBM Corporation

Datacap .next – built with Content Navigator User experience– Navigator-based user experience– Integration with Navigator capabilitieslike External Data Services Mobile– iPad support– OCR on the device– More image processing on the device Productivity enhancements– Simplified tools for configuration anddeployment– Expanded FastDoc classificationoptions– Integration with repository metadata23 2014 IBM Corporation

Case Management can benefit every organizationHow would you categorize your most prevalent orimportant case application(s)?0% 10% 20% 30% 40% 50%Project managementContract or bid managementHelp deskIncident management and reportingBut you might notcall itcasemanagementClaims managementLawsuitsCustomer dispute resolutionPlanning approvals, constructionQuality investigationsMember or customer enrollmentBenefits entitlementFreedom of information requestsFraud investigationLoan origination and reviewSocial services administrationHealthcare and patient managementCrime solvingOtherSOURCE: AIIM, Broadening the Scope for Advanced Case Management, Doug Miles, 2013, .pdf. AIIM 2013 www.aiim.org/ IBM 2013 www.ibm.com24 2014 IBM Corporation

IBM Smarter Process25Decision-centricProcess-centricAutomate repeatable,routine decisions at scalewith the fidelity of anexpertManage how work getsdone across the spectrumfrom structured to ad hoctasksOperational DecisionManagementBusiness ProcessManagementContent-centricDriving better outcomesby putting businesscontent to workCaseManagement 2014 IBM Corporation

IBM Case ManagerAchieve a 360-degree case view withinformation (content & data), dynamic tasks,collaboration, business rules and analytics Customers realizing substantialimprovements in the effectiveness andefficiency of knowledge workOnly IBM offers comprehensive case and contentcentric BPM capabilities that are specialized tofacilitate better case outcomesprocesspeople Customers significantly shorteningtime-to-value with business-driventools for building case solutions IBM Business Partners, GBS and IBMSoftware now offer array of industryspecific solutionsinformationLeveraging all information, people and processes torealize new efficiencies and effectiveness26 2014 IBM Corporation

IBM Case Manager – Built on Content Navigator Case Manager Builder - Case Solution buildertool oriented to needs of line of business analysts Case Manager Client - A run time environment forlaunching, processing, and interacting with cases Case Manager Analytics - Real time casesmonitoring with threshold monitoring and alertgeneration Case Manager Administration Client - Tool forconfiguring the Case Manage environment and formoving solutions between development andproduction domains Case Manager API - Communication layerbetween components of the Case Managerapplications.27 2014 IBM Corporation

Case Manager 5.2.1– Just Released ! Support for external documents inside of acase– CM8 and CM OnDemand– Any CMIS-compliant repository In-basket enhancements Task-level properties Support for to-do tasks Support for externally-managed data alongside case properties New configuration styles for page and layoutstyles New APIs that allow you to create your owndata editors displayed on the case propertieswidget28 2014 IBM Corporation

Watson Content Analytics 3.5 – built on Content Navigator29 2014 IBM Corporation