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Enterprise Content Management: The Suite Perspective
Publication Date: 04 Dec 2015 | Product code: IT0014-003079
Sue Clarke
Enterprise Content Management: The Suite Perspective
Summary
CatalystThe Ovum Decision Matrix: Selecting an Enterprise Content Management Solution, 2015–16 focused
on a solutions-based approach to enterprise content management (ECM) portfolios, to reflect the fact
that the large ECM vendors are now becoming much more solutions-based, which favors the buying
preferences of many customers. However, recognizing that many enterprises want to see an ECM
suite perspective, Ovum has produced this follow-on report from the Ovum Decision Matrix on ECM,
to take a view of the technology capabilities across the entire suite offered by the leading vendors in
the marketplace.
Ovum viewThe major ECM vendors have spent much of the twenty-first century building large portfolios of
products to offer end-to-end information management platforms. Because the suites largely
comprised acquired products, they were often only loosely integrated together, resulting in complex
implementations; multiple interfaces, with users having to move between applications; and a
requirement for extensive training. Large ECM vendors have worked hard to make their suites easier
to use with unified interfaces allowing users to seamlessly move between applications, improved
security with single sign-on, and a reduced training requirement.
Enterprises often do not know what functionality they require to address their pain points and it can
therefore be difficult to decide what ECM capabilities they require. In addition to offering suites, the
large ECM vendors have also started to break down their portfolios into solutions, which can match –
and may, through future additions, exceed – the capabilities of specialist niche vendors. A solutions
approach suits organizations that just require functionality in specific areas of ECM, rather than across
the entire suite.
For some organizations, a suite approach will always be the option of choice, mainly because they
require most of the extended capabilities included in an ECM suite, including customer
communications and e-discovery tools, and because they have complex ECM requirements. For
these organizations, a suite from a single vendor, with tightly integrated products, and a single point of
contact for support will be preferable. The benefits of buying into a suite vendor's solution can also be
felt by those with a view beyond near-term requirements; adopting a step-by-step approach to
meeting current and emerging needs may well be best served by the integrated capabilities of a suite.
Therefore, consider carefully what ECM products are required when deciding whether a
solutions-based or suite-based approach is best.
Key messages A suite perspective remains relevant to many organizations.
Consider a suite perspective for ECM to meet current and future requirements.
A suite perspective shows the real strengths of standalone products.
ECM adoption should be seen as a long-term strategy.
Adopting a suite approach can mitigate the risk and complexity of an ECM deployment.
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Enterprise Content Management: The Suite Perspective
Future requirements need to be considered when evaluating the scalability of a suite.
Ensure that an ECM suite provides seamless integration between products.
Recommendations
Recommendations for enterprisesConsider an ECM suite if most of the technologies within the suite are required, or are on the
near-term enterprise roadmap. Technologies that are not available in all ECM portfolios include
dedicated capture and scanning, customer communications, and e-discovery tools. All of these can
also be run as standalone products. In most cases it will be possible to provision individual products
from a suite as they are required.
Even if a point-solution approach is adopted, the question needs to be asked whether embedded
capabilities in areas such as capture and scanning can provide the range of features required,
compared to a standalone, fully featured product. The widespread adoption of Content Management
Interoperability Services (CMIS) means that ECM products can be mixed and matched, allowing a
solution from a smaller vendor to be selected to address most of the ECM requirements, with a
standalone product from a larger vendor bolted on to provide more heavyweight capabilities in a
specific product area, such as capture and scanning or customer communications, that was not
sufficiently served by the smaller vendor's capabilities. Therefore, if using a solutions approach or a
portfolio from a vendor that specializes in a specific area of ECM, consider bolting on a standalone
product if additional capabilities are required.
An ECM suite is a significant financial commitment. Most ECM vendors now provide cloud
deployment models, so consider moving some operations to the cloud, perhaps for extended ECM
capabilities such as customer communications. To date, most ECM deployments have been private
cloud, but the success of enterprise file sync and share products means that public clouds are gaining
traction for ECM content. If running an entire application in the cloud is too big a step, test the water
by moving nonsensitive content to the public cloud, perhaps by providing ad hoc ECM users with a
cloud version of the applications they require, or by introducing enterprise file sync and share as a
way of sharing and collaborating on content.
Recommendations for vendorsOne of the major criticisms of ECM systems in recent years has been that they have become too big
and complex to implement. While breaking the ECM portfolios down into solutions is a strong first step
to simplifying ECM, also important is the ability to integrate these solutions with solutions from other
ECM vendors. However, some organizations still demand a fully featured suite approach to ECM, so
ensure that simplified licensing and support is available to allow the entire ECM portfolio to be easily
selected if required. Offer a unified look and feel across the entire portfolio and support features such
as single sign-on (SSO) to make it easier for users to move seamlessly between applications in the
suite.
Ensure that standalone products within the portfolio are compatible with CMIS to enable
interoperability with third-party ECM portfolios, allowing organizations to bolt these on as additional
products to fill functionality gaps in the portfolios of third-party vendors.
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Enterprise Content Management: The Suite Perspective
Ovum research undertaken in 2014 shows that more than three-quarters of participants intended to
implement some form of ECM in the cloud in the next three years, with more than half declaring that
they would implement ECM in a public cloud. This demonstrates that organizations are looking for
more cost-effective ways of implementing ECM. They are also becoming much more discerning in
defining their requirements and will reject vendor products that do not address their needs, and this
includes factors such as the location of data centers. Take into account data sovereignty issues and
ensure that data centers are located in areas that coincide with the data sovereignty requirements of
customers.
A suite perspective remains relevant to many organizations
Consider a suite perspective for ECM to meet current and future requirementsThe Enterprise Content Management Ovum Decision Matrix for 2015–16 examines technologies from
a product perspective, scoring each feature to determine the leaders, challengers, and followers. Any
feature that is included as part of the product receives the maximum score. Features that are
available as part of an add-on product receive a lower score, and if a third-party add-on product is
required to gain that feature, it receives the lowest score. The result of this is that in some product
areas, the results appear to be skewed because the leading vendors provide heavily featured,
standalone products that are treated as add-on products, which would be market leaders in that
particular technology area, whereas smaller vendors include less extensive features as part of the
core product. In some areas, smaller vendors score more highly than the leading vendors because of
this scoring method. The rationale behind scoring in this way is that it reflects the requirement of
organizations to license additional products to get the full benefit of the additional products required by
using leading products from larger vendors.
The above approach works for organizations that want to be able to pick and choose the ECM
products and capabilities they require, but for organizations that have complex and extensive ECM
requirements, a suite approach will always be advantageous because an ECM suite from a single
ECM vendor best addresses the requirements.
For the benefit of organizations wishing to implement ECM as a suite, the features and functions in
the ECM Ovum Decision Matrix have been rescored, giving equal status to features included in the
product and to add-on products from the same vendor. Although it makes little difference to the overall
positioning of the vendors as leaders, challengers, or followers in the Ovum Decision Matrix, it makes
a considerable difference in the technology category, as it reflects the superior capabilities of the
leading vendors in areas where they have ECM capabilities that are also standalone products. Every
organization will, of course, have its own specific requirements in this respect, and the Ovum
Interactive Decision Matrix for ECM enables organizations to customize this weighting on a
feature-by-feature basis, and to generate a bespoke comparison for their particular scenario.
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Enterprise Content Management: The Suite Perspective
A suite perspective shows the real strengths of standalone productsFigure 1 below shows the positioning of the ECM Ovum Decision Matrix technology leaders when
equal status is given to native and add-on capabilities.
Figure 1: Ovum Decision Matrix: ECM, 2015–16 – Market leaders, technology
Source: Ovum
Giving equal status to native features and add-on capabilities demonstrates the strength of
standalone products within ECM portfolios. EMC, HP, IBM, OpenText, and Oracle score considerably
higher in the capture and scanning category when their add-on capabilities are treated the same as
native features. Similarly, the scores in the customer communications section are considerably
different, with the scores for EMC, HP, and OpenText increasing considerably. In the e-discovery
category, EMC, HP, IBM, and OpenText all improve their scores by a large margin, because they have
dedicated, standalone e-discovery tools that adhere to the electronic discovery reference model
(EDRM).
Capture and scanning, customer communications, and e-discovery are all technologies that have
been added to ECM portfolios. Although some vendors have added capabilities in these areas that
are available through embedded features, heavyweight demands will always necessitate the addition
of an application that is capable of being used as a standalone product. These technology areas also
boast a large number of specialist, single-product vendors.
The full list of solutions compared in the Ovum Decision Matrix for Enterprise Content Management is
Alfresco One v5.0, EMC Documentum 7.2, HP ECM Suite, OnBase by Hyland v15, IBM ECM
Portfolio, Microsoft SharePoint 2013, OpenText Content Suite Platform, and Oracle WebCenter
Content, v11.1.1.9. We would refer readers to the original Ovum Decision Matrix report for a full
assessment of each solution's capabilities.
© Ovum. All rights reserved. Unauthorized reproduction prohibited. Page 5
Enterprise Content Management: The Suite Perspective
ECM adoption should be seen as a long-term strategy
Adopting a suite approach can mitigate the risk and complexity of an ECM deploymentTaking a solutions-based approach to ECM makes it easier for organizations to implement the pieces
of ECM that they require without having to deploy a high number of features that will never be used, if
a single solution is required. However, if solutions are used from a variety of vendors, there may be
problems integrating each solution, which may require a high level of services and customization
work. In addition, unless one solution can be embedded into another, there will be multiple interfaces
and different systems to use, requiring a high level of training. If one of the solutions is updated,
custom code created to help with the integration may no longer work. Finally, there will be multiple
points of contact for support, with a risk of no vendor taking responsibility for any problems that arise.
One of the advantages of a well-designed suite approach is reduced integration.
One of the concerns about implementing a suite is the complexity of the implementation process and
determining the order in which products within the suite should be implemented. The risk of a failed
implementation is greatly reduced if a few steps are followed. It is important to choose the correct
implementation partner, either the vendor itself or a partner with expertise in that ECM suite who can
help plan the implementation process and is able to support the organization through each phase of
the implementation. ECM implementations cannot be rushed and appropriate planning must be put in
place. Break the process down into manageable modular stages: address one pain point at a time,
looking for quick wins that will deliver a rapid return on investment. Where possible, avoid a big-bang
approach. Treat ECM adoption as a long-term strategy, learning from mistakes and less successful
actions at each stage to improve and streamline the process for the next phase of the implementation.
Consider future as well as present requirements with regards to the pain points that need to be
addressed. Find out how easy it is to turn on additional capabilities in the suite that may not be
required at present. Ensure that the vendor complies with CMIS to provide interoperability with
third-party products. Although ECM suites provide a wide range of technologies and will address
many of the needs of an organization, some suites are missing newer features such as information
rights management to help secure content, content analytics to help assess the value of content to the
organization, and dedicated e-discovery tools where more than one tool may be required to address
the entire EDRM.
Future requirements need to be considered when considering the scalability of a suiteECM suites are enterprise systems built for scalability and the ability to support very large numbers of
users. Take advantage of reference sites with high levels of users to prove scalability and the ability to
deliver capability against current and future needs. Most ECM systems will scale to support large
numbers of concurrent users, but license costs can be high. The preferred deployment model of
organizations is changing and cloud adoption is on the rise in ECM.
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Enterprise Content Management: The Suite Perspective
Most ECM vendors have now moved much of their ECM portfolios to the cloud. Discover from the
vendor how easy it is to move some operations or users to the cloud to reduce the cost of future
expansion as requirements grow.
One way of reducing the cost of an ECM implementation is to run parts of it in the cloud. Capture and
scanning is one area that could be tested in a cloud environment. The leading vendors offer cloud
versions of their capture software. Archiving is an area that has a high take-up of cloud deployments
and this is well established in the service provider market. If there is a reluctance to use a cloud
solution for key knowledge workers, try using ECM in the cloud for ad hoc and occasional users.
Vendors moving to a solutions focus will make it easier to deploy cloud services for individual solution
areas of ECM, rather than for the entire portfolio.
Ensure that an ECM suite provides seamless integration between productsECM suites have largely evolved through acquisition rather than organic growth, resulting in a number
of individual products that were sometimes only loosely integrated, creating complex systems that
brought integration challenges. However, the vendors have invested a great deal of resource into
making these individual products work together more efficiently, which now means that suites, while
still complex (as holistic ECM is itself), can be simpler to implement than a number of point solutions
from different vendors. A suite is often a better option for enterprises than solutions, for the following
reasons:
Suite vendors have created unified interfaces and single sign-on to make integration between
products more seamless so users are unaware that they are moving between products.
Training requirements are reduced with a suite because users do not need to learn how to
use products from a variety of vendors.
There is a single point for all support, and there are no arguments over which vendor is
responsible for a particular issue or problem.
Security risks are reduced as vendors move to a single interface that supports single sign-on
because users only need to remember a single password and are less likely to need to write it
down.
Appendix
Methodology Vendor events and analyst briefings.
Vendor meetings and technology assessments.
Interviews with end users.
Discussions with service providers.
Further readingOvum Decision Matrix: Selecting an Enterprise Content Management Solution, 2015–16 ,
IT0014-003055 (September 2015)
© Ovum. All rights reserved. Unauthorized reproduction prohibited. Page 7
Enterprise Content Management: The Suite Perspective
Ovum Interactive Decision Matrix: Enterprise Content Management, 2015–16, IT0014-003070 (slated
for publication in December 2015)
AuthorSue Clarke, Senior Analyst, Information Management
Ovum ConsultingWe hope that this analysis will help you make informed and imaginative business decisions. If you
have further requirements, Ovum’s consulting team may be able to help you. For more information
about Ovum’s consulting capabilities, please contact us directly at [email protected].
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Enterprise Content Management: The Suite Perspective
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