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© 2008 IBM Corporation 1 Demand Operation Innovation Application Focus Enterprise Content A Growing Strategic Asset Content volumes are estimated to grow at 80% annually.** •Gartner Research, "Consider Three Issues When Implementing an ECM Strategy," (ID: G00137164); **IBM Estimate Based on Various Industry Studies …A typical company has 5 to 20 different content management systems and repositories…*

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© 2008 IBM Corporation 1

De

ma

nd

Operation InnovationApplication Focus

Enterprise ContentA Growing Strategic Asset

Content volumes are estimated to grow at

80% annually.**

Content volumes are estimated to grow at

80% annually.**

•Gartner Research, "Consider Three Issues When Implementing an ECM Strategy," (ID: G00137164); **IBM Estimate Based on Various Industry Studies

…A typical company has 5 to 20 different content management systems and repositories…*

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© 2008 IBM Corporation 2

Create Leverage

Manage

Build

Content

Documents

Web e-Statements

Devices

Output & Delivery

RecordsAdministrators

Discovery & Compliance

Retire

Retention & Destruction

Partners / Agencies

Search,Retrieve,Process

e-FormsProcessing

IndexValidateProcess

CreateProcessSubmit

Additional Content

CreateApprovePublish

Document Management

CaptureIndexStore

Print Output Mgmt

Web Content

Repositories

IntegrateFederateSearch

email

CaptureArchive

Supervise

Imaging

CaptureIndexStore

ECM Platforms

Users

ECM Applications

Search,Retrieve,Process

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© 2008 IBM Corporation 3

Organizations Achieving Significant Results Using IBM ECM...

IBM ECMIBM ECM

Cut processing time from weeks to 2 days

Increased revenue by $115M

Saved $5M over 5 years

Consolidating 915 websites yields $45M ROI

Customer Successes

64% increase in online revenues

Document transmittal cost savings of 35-40%

Eliminated all paper documents for large cost savings and facilitate compliance

Improved application performance and search to address regulatory concerns

Europe – Social Security Agency cuts costs 25%

Expects $500,000 ROI with its Mobile Office Wireless Solution

UVW

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© 2008 IBM Corporation 4

Companies are Using IBM ECM to Increase Profit Margins, Improve Customer Retention and Grow Market Share

More than 80 of the Fortune 100 are using IBM ECM

23 of the top 25 Banks

250+ In Communications

25 of the top 25 Insurers

1300+ Governments

1200+ Manufacturers

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© 2008 IBM Corporation 5

ECM Trends

More than 50% have no confidence in the integrity of their information *More than 50% have no confidence in the integrity of their information *RiskRisk

ControlControl

VolumeVolume

SimpleSimple Greater simplicity and consistency forend users neededGreater simplicity and consistency forend users needed

Everyone needs access to informationEveryone needs access to information

Volume & impact of paper is overwhelmingVolume & impact of paper is overwhelming

SpeedSpeed Shorter time to value requiredShorter time to value required

* AIIM Global Survey 2008

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© 2008 IBM Corporation 6

IBM Agile ECM helps companies make better decisions faster by:

● Managing all forms of content

● Optimizing associated business processes

● Enabling compliance

through an integratedinformation infrastructure

IBM Agile ECM empowering better decisions faster

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© 2008 IBM Corporation 7

IBM Agile ECM Product Strategy

Active Content

Enterprise Compliance

Business Agility

Pervasive Persuasive

Content Anywhere

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Information Integration

Trusted Information

Performance Management

Business Intelligence

Business Optimization

Structured Data

ESB

SOA

Business Spaces

Dynamic Processes

Enterprise Rules

Transactions

Protected Storage

TSM/HSM

Tiered Storage

Information Infrastructure

Office Productivity

Collaboration

Mashups

FormsWCM

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© 2008 IBM Corporation 9

Content reference customer

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© 2008 IBM Corporation 1010

Ribbon BarECM Command Group

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© 2008 IBM Corporation 1111

Custom Task Panes

Custom Task Panes

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© 2008 IBM Corporation 12

Documents can be filed in P8 or CM8 libraries with a “stub” for easy access for the Quickr user

ECM integration with Lotus Quickr

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© 2008 IBM Corporation 13

BPM reference

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© 2008 IBM Corporation 14

ECM “Mashups”

ECM Header

ECM Work Data

ECM Attachments

ECM Doc Viewer

ECM Step CompletionECM Step Completion

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© 2008 IBM Corporation 15

Industry GuidesRoadmaps, Reference Architectures, Workshops

15

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© 2008 IBM Corporation 16

ECM PlatformECM Platform

Content Collection &

Archiving

Content Collection &

Archiving

Records Management & Federation

Records Management & Federation

eDiscovery Management

& Analysis

eDiscovery Management

& Analysis

AdvancedClassification

AdvancedClassification

PartnerSolutionsPartner

Solutions

Information InfrastructureInformation Infrastructure

CompliantInformation

Management

CompliantInformation

Management

IBM Strategy forEnterprise Content

Compliance & Discovery

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© 2008 IBM Corporation 17

Source Connectors

11 22 33

Policy &

Task Routing

Engine

Task Connectors

IBM NATIVE FileNet P8 CM8 FileNet Image Services Tivoli Storage Manager

CUSTOM / OTHER Microsoft File System IBM Content Integrator CMIS

Target Connectors

MESSAGING / E-MAIL Microsoft Exchange Lotus Domino PST content Instant Messaging (3rd party) NSF content

FILE SYSTEMS Microsoft File System Desktops Other File Systems

OTHER Microsoft SharePoint Lotus Quickr IBM Content Integrator CMIS Tivoli Storage Manager Backup Tapes

CUSTOM API Support

INTERNAL TASKS Copy / Move / Delete / Stub De-Duplication Rules-Based Classification

EXTERNAL TASKS Records Declaration Advanced Classification Rendering (3rd party)

CUSTOM TASKS API Support / Partner Apps Encryption System Lookups 3rd Party Rules / Policy Mgt

Available nowFuture options

IBM Content Collection and Archiving ArchitectureModular and Extensible … Powered By New Task Routing

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© 2008 IBM Corporation 18

eDiscovery Search & Analytics Efficient litigation response enabled by proactive info management

Increase agility, improve defensibility, and lower cost of eDiscovery response with targeted tools to retrieve, hold, manage, assess and intelligently cull collected electronic information

IBM eDiscovery Manager

• Tool for authorized IT users to help respond to discovery requests from legal

• Create and manage cases; search, assign, hold, preview, and export collected content

• Built on and integrated with ECM platform with full auditability for chain-of-custody

IBM eDiscovery Analyzer

• Early case assessment and smart culling for legal professionals and litigation support specialists

• Smart refinement of case collections to help dramatically reduce eDiscovery costs

• Advanced conceptual search and content analytics for rapid case insight

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© 2008 IBM Corporation 19

IBM ECM Discovery VisionEnabling better business outcomes from enterprise content

From Chaos

to Order

New Visibility

& Insight

Disorganizedor Lost Content

Organized Contentin IBM ECM repositories

Insightful Contentvisibility & business insight

Content AccessIBM OmniFind Search

Content ClassificationIBM Classification Module

Search & AnalyticsSolutions

IBM Content AnalyzerIBM eDiscovery ManagerIBM eDiscovery Analyzer

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© 2008 IBM Corporation 20

Leveraging Enterprise Content Management

Sophistication

Sca

le &

Rea

ch

Groups

LOB

Global Enterprise

Your strategy should enable rapid growth while minimizing cost and risk as you scale from servicing individual users to a global enterprise.

Individuals

Heterogeneous enterprise content Integrated enterprise processes Compliance policy management Master Metadata management Legal discovery Information Lifecycle Management

Shared content repositories Persuasive collaboration Automated business processes Retention and records management Contextual search and semantics Manage content for compliance

Content authoring Basic collaboration Web content management Archiving Simple search

Create, Contribute & Consume content File share

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© 2008 IBM Corporation

®

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IBM ECM Product Strategy

Ken Bisconti, VP Products and Strategy