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ECM  EVOLVED  The  New  ERA  of  How  Work  Gets  Done  

Pete  Smerald  Director  Product  MarkeGng  and  Field  Enablement  

EMC’s  Intelligent  InformaGon  Group  @twiNer  

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Discussion  Topics  §  Store  and  retrieve  is  good,  but  making  use  of  the  informaGon  is  beNer  

§  ECM  has  moved  from  the  back  office,  to  the  front  office,  to  the  mobile  office  

§  Cloud  is  redefining  how  work  gets  done  

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ECM  is  an  Evolving  Process  

ECM  is  an  ongoing  and  evolving  strategy  for  maximizing  how  your  content  will  be  used  Content   Process     CollaboraGon  

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Driving  Forces  Behind  ECM  

 

§  Process  efficiency  §  CommunicaGons  §  Internal  Visibility  §  Regulatory  Compliance  

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Case  Management  Extends  ECM  

Gartner  Report:  Cri?cal  Capabili?es  for  Case  Management  Frameworks  

March  2014  

“Case  work  is  nonrou-ne;  typically,    each  work  item  —  aka  "case"  —  is  a  unique  situa-on  that  involves  complex  interac-ons  between  content,  people,  and  business  or  regulatory  policies  to  achieve  an  op-mal  outcome.”  

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•  Capturing  and  storing  all  relevant  business  arGfacts  such  documents,  data,  social  interacGons  and  comments    

•  Quickly  locaGng  relevant  content  arGfacts  and  linking  to  processes  or  cases  

•  Convergence  of  ECM,  BPM,  and  AnalyGcs  to  drive  beNer  informaGon  worker  producGvity  

Case  Management  Extends  ECM  

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Process  

Collabora?on  

People  

Analysis  

All  InformaGon  in  Context    Case  Management  

Awareness  Capture  &  Output  

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Cross  Applica?on  Loan  Processing  Use  Case  

Apply   Underwrite   Close     Service   Payoff  

Capture  

ECM  Process  

Case  File  

CommunicaGon  

Analysis  

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Case  Management  Systems  are  not  DesGnaGons  

www.aiim.org/infochaos�  

Do  YOU  understand  the  business    challenge  of  the  next  10  years?  

This  ebook  from  AIIM  President  John  Mancini  explains.  

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GLOBAL REINSURANCE

COMPANY

Case Management •  Banking Mid- & Back-Office •  Investigations & Exceptions •  Fraud & Anti-Money Laundering

Unique Solution Elements •  Re-use enterprise repository to lower TCO •  MOREC compliant Records Management •  Integrated data retention policy on

Centera

“…we use SAP CM & Documentum together to eliminate paperwork and to store AML SARS filings alongside Case Data archives for consistent Compliance…”

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The  way  we  work  is  changing  

Share  Access   Send  

Anytime Anywhere Any Device

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SYNC  &  ACCESS  FILES  WITH    NO  EXTRA  STEPS  

OUTSIDE  FIREWALL  INSIDE  FIREWALL  

IPAD  MACBOOK  AIR   IPHONE  WINDOWS  8   IPHONE   ANDROID   MS  SURFACE  

Users  Like  &  IT  Trust  Save  a  file  in  any  folder  and  it’s  synced/accessible  everywhere  

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END  USER  &  PROCESS-­‐DRIVEN  SHARING  Securely  share  content  beyond  the  firewall  through  a  business  process  

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THE  3RD  PLATFORM  OF  IT

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ON-­‐PREMISE  

OFF-­‐PREMISE  

CUSTOMER  MANAGED  

EMC  MANAGED  

SINGLE  TENANT  MULTI-­‐TENANT  

DEPLOYMENT  

SOLUTIONS  

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REDEFINING EVERYTHING WE DO

Expanding to the 3RD Platform

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NEXT  STEPS  

Visit  EMC:  www.emc.com/ecm    Stop  by  our  booth  for  demonstraGons  and  more  informaGon