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<Insert Picture Here>




10 Key Decisions: Your ECM Checklist
Michelle Huff
Product Management Director
Agenda


•   Movement to ECM as Infrastructure       <Insert Picture Here>

•   Why Shared Services Model
•   Ten Key Decisions & Oracle’s Approach
•   Summary
•   Questions?




                                                               2
<Insert Picture Here>


Movement to
Enterprise Content Mgmt
(ECM) as Infrastructure




                                             3
The Information Explosion
Documents, Images, Voice, Video, IM, Email …




                                               4
Enterprise Content Management
       Foundation for Content-Centric Business Solutions

                                    Marketing and Brand
                                       Management
               Document & IP                                            Web Presence
                Management
  Employee                  Engineering                       Marketing
                                                                                           Secure Deal
 On-boarding                                                                              Collaboration
                 HR                                                               Sales


                                     Enterprise Content Management
 Policies &                                                                                   Contract
Procedures                                                                                     Mgmt
                       IT                                                 Legal

         HelpDesk                             Finance                                Regulatory
                                                                                     Compliance
                       Accounts                                       Records
                        Payable                Claims                Management
                                             Processing



                                                                                                     5
Enterprise Content Management
Back-Ending Enterprise Applications & Processes



 IDC Sees Growing Awareness of the value of better
 integrating content into enterprise applications &
 enterprise business processes

 •    Streamline business processes
 •    Improve cost efficiency
 •    Improve consistency and auditability
 •    Improve business agility
 •    Fueling growth of vertical and LOB
      content-enabled applications
 Source: Worldwide Content Management Software 2009-2010 Forecast: First Look (IDC
   #217207, March 2009




                                                                                     6
ECM as Software Infrastructure
Content Management as a Shared Service


• Better manage & reduce costs
  – Reuse of customizations & processes
  – Reuse existing models for attributing costs to different
    departments & divisions
  – Better manage overall costs related to content
  – Reduce costs by concentrating skill-sets to one team
• Ensure consistent policies & services to internal
  customers
  –   Up-time / SLA
  –   System & content back-up / recovery
  –   Security applied uniformly (policies, patches, etc.)
  –   Retention policies can be applied uniformly



                                                               7
<Insert Picture Here>


Ten Key Decisions &
Oracle’s Approach




                                         8
Assess Your Content Environment
Understand, Define, Prioritize                     1
• Perform content inventory across your business
  – # of content repositories and systems
• Understand how they are being used and why
• Define & prioritize content stores
  – Strategic
  – Tactical
  – Replaceable
• Cost - benefit analysis




                                                       9
Oracle Content Management
        Unified and Integrated Enterprise Content Mgmt


                                                E-BUSINESS SUITE
                                                  PEOPLESOFT
                                              SIEBEL | JD EDWARDS


                               Oracle Enterprise Content Management
SOA, BPM, JDev                                                       Desktop &
                    Portal          OOTB          Application                          Mobile
                  Connectors       Web Apps       Connectors           Office
                                                                    Integrations       Delivery
Identity Mgmt
                                  High Values Features and Services                           A
                                                                                              D   Notes /
  Business                     Capture    Web Content      Archiving         Imaging          A   Domino
                 FUSION
 Intelligence                                                                                 P                 File
                 MIDDLE        Digital                                                                        Systems
                                           Document          Rights          Records          T
                 WARE          Assets
                                                                                              E   3rd Party
                                                                                              R
 Application                             Core Content Services                                S
    Grid




                                                                                                                  10
The American Institute of Architects (AIA)




                                Partner:


                                             11
Establish An “ECM Center of Excellence”
Cross-departmental team responsible for success                2
• Team of
  • High-level executives
  • Technical architects
  • Business / content owners


Defining Shared Services Strategy
Model, Functionality & Performance Requirements                3
• Where do you draw the line between common infrastructure
  services vs. specific business group functionality?
• Plan on multiple performance demands
    • High volume ingestion vs. contribution vs. consumption


                                                                   12
Determining File & Storage Mgmt Needs
Where the content “lives” and its lifecycle requirements                           4
• File system vs. database
• Hierarchical storage management
• Records and retention management policies

Oracle’s Approach to File Storage & Management
Open & Integrated = Flexible Options

               Oracle Enterprise Content Management

    Oracle Database              Oracle        Oracle                3rd Party
     SecureFiles, RAC            Exadata *     Storage                Database,
    AuditVault, DB Vault         DB Machine    Archive Manager       File System

                           * High Volume Results:179 million docs / day
                           * Two Node UCM Server + Exadata Half Rack Hardware



                                                                                       13
Defining Enterprise Taxonomy & Metadata
Balancing usability and findability                               5
• Don’t focus on trying to make it “perfect” before you go-live
• Recognize your corporate taxonomy evolves
• Ensure that your tools allow it to easily grow and be maintained


Outlining Security Requirements
Balancing data protection and information sharing                 6
• Remember security is meant to “secure” not “organize”
• Unless there’s a compelling reason to prevent access – err on
  the side on information sharing
• Tracking is as important as securing


                                                                      14
Research Reusability
Content and content-related business processes                             7
• This can be tough to discover – common areas to look
   •       Multi-channel marketing content
   •       Translated content
   •       Technical documents
   •       Customer-related documents

Investigate Key Content Integrations
For enhanced functionality, efficiency, usability                          8
• Where do we need to integrate content?
       •    Enterprise applications & custom Web applications
       •    Within existing business processes
       •    Customer & partner “touch points” – Web sites, mobile, email
       •    Desktop and collaborative tools


                                                                               15
Oracle’s Approach: ECM Foundation
For Middleware & Enterprise Applications


• Out of the box integrations with
  Fusion Middleware
• Out of the box integrations with
  Oracle Applications
• Strategic Platform for Oracle
  Fusion Applications




                                           16
Directly From Your Desktop
Integrations w/ Microsoft Office & Windows Explorer




                                                      17
Directly from Enterprise Applications
Out of the Box Integrations for Accessing Content




                                                    18
Directly within Business Processes
    Certified Solution Accelerators




Automate and image-enable: A/P, Time & Expense, Student & Employee On-Boarding…



                                                                             19
Directly from Sites & Custom Web Applications
In-Context Web Content Authoring & Approvals




                                                20
Directly from Portals & Composite Apps
 With Oracle WebCenter Suite


• Modern User Experience Platform
  for the Enterprise & Web
    • UCM is strategic
      content repository
    • Leverage’s Oracle Universal
      Content Management for
      Web Content Management
• Enterprise Social Services
    • Activity streams & graphs
    • Recommendations,
      mash-ups, blogs & wikis
• Build communities & spaces
    • Community member interaction
    • Bring collaboration to critical business
      processes & applications



                                                 21
Target First Projects
Key projects that offer quick success                        9
• Try to focus on low hanging fruit with quick ROI
• Start building the processes and institutional knowledge
  within your ECM Center of Excellence
• Gain momentum for user adoption

Invest in Change Management & Training
An ECM strategy is an ongoing initiative                     10
• Build in processes for end-user feedback throughout the
  implementation
• Identify and help enable and train your business
  champions and early adopters


                                                                  22
Slide text goes here




            Partner:
                       23
Oracle Content Management 11g
 Moving from Point to Platform


• A Simple, Smart and Scalable Content
  Infrastructure
  – Low cost of ownership
  – Effective standardization
• A Pre-Integrated Solution for Content-
  Enabling Oracle’s Business Applications
  – High return on your investment
  – Improved business responsiveness
• A Foundation for Content-Centric Business
  Solutions
  – Optimize revenue and mitigate risk
• The Strategic ECM Solution
  – Complete, Open, & Integrated
  – Join 7900+ Oracle Content Management
    customers


                                              24
Engage in the Conversations!


        Twitter:
        #WebCenter, #E20, #ECM, #Oracle

        Facebook:
        http://facebook.com/OracleE20
        http://facebook.com/OracleWebCenter

        LinkedIn
        Oracle Enterprise 2.0 Group

        Oracle’s Enterprise 2.0 blog:
        http://blogs.oracle.com/enterprise20
Get your Oracle Red Velvet Cupcake!
Oracle Track@info360
   In Room 154
3:30 Unlocking The Value of Your Application Content
 Stephen Schleifer and Brian Dirking, Oracle
 Learn how organizations are drastically cutting costs and raising productivity by making content available
 in enterprise applications
4:20 Optimize Web Content Targeting
 Michelle Huff, Oracle
 Molly Wenzler, MeadWestvaco
 Learn how with Oracle’s revolutionary one-click web content management, in-context updates can be
 added to any web application by just dragging and dropping Oracle Content Management services into
 your application
Kindle Drawing




                 • Win A Kindle!

                 • Load your favorite book
                   on your Kindle with an
                   Amazon Gift Certificate!
29
30
The preceding is intended to outline our general
product direction. It is intended for information
purposes only, and may not be incorporated into any
contract. It is not a commitment to deliver any
material, code, or functionality, and should not be
relied upon in making purchasing decisions.
The development, release, and timing of any
features or functionality described for Oracle’s
products remains at the sole discretion of Oracle.




                                                      31

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10 key decisions_your_ecm_checklist

  • 1. <Insert Picture Here> 10 Key Decisions: Your ECM Checklist Michelle Huff Product Management Director
  • 2. Agenda • Movement to ECM as Infrastructure <Insert Picture Here> • Why Shared Services Model • Ten Key Decisions & Oracle’s Approach • Summary • Questions? 2
  • 3. <Insert Picture Here> Movement to Enterprise Content Mgmt (ECM) as Infrastructure 3
  • 4. The Information Explosion Documents, Images, Voice, Video, IM, Email … 4
  • 5. Enterprise Content Management Foundation for Content-Centric Business Solutions Marketing and Brand Management Document & IP Web Presence Management Employee Engineering Marketing Secure Deal On-boarding Collaboration HR Sales Enterprise Content Management Policies & Contract Procedures Mgmt IT Legal HelpDesk Finance Regulatory Compliance Accounts Records Payable Claims Management Processing 5
  • 6. Enterprise Content Management Back-Ending Enterprise Applications & Processes IDC Sees Growing Awareness of the value of better integrating content into enterprise applications & enterprise business processes • Streamline business processes • Improve cost efficiency • Improve consistency and auditability • Improve business agility • Fueling growth of vertical and LOB content-enabled applications Source: Worldwide Content Management Software 2009-2010 Forecast: First Look (IDC #217207, March 2009 6
  • 7. ECM as Software Infrastructure Content Management as a Shared Service • Better manage & reduce costs – Reuse of customizations & processes – Reuse existing models for attributing costs to different departments & divisions – Better manage overall costs related to content – Reduce costs by concentrating skill-sets to one team • Ensure consistent policies & services to internal customers – Up-time / SLA – System & content back-up / recovery – Security applied uniformly (policies, patches, etc.) – Retention policies can be applied uniformly 7
  • 8. <Insert Picture Here> Ten Key Decisions & Oracle’s Approach 8
  • 9. Assess Your Content Environment Understand, Define, Prioritize 1 • Perform content inventory across your business – # of content repositories and systems • Understand how they are being used and why • Define & prioritize content stores – Strategic – Tactical – Replaceable • Cost - benefit analysis 9
  • 10. Oracle Content Management Unified and Integrated Enterprise Content Mgmt E-BUSINESS SUITE PEOPLESOFT SIEBEL | JD EDWARDS Oracle Enterprise Content Management SOA, BPM, JDev Desktop & Portal OOTB Application Mobile Connectors Web Apps Connectors Office Integrations Delivery Identity Mgmt High Values Features and Services A D Notes / Business Capture Web Content Archiving Imaging A Domino FUSION Intelligence P File MIDDLE Digital Systems Document Rights Records T WARE Assets E 3rd Party R Application Core Content Services S Grid 10
  • 11. The American Institute of Architects (AIA) Partner: 11
  • 12. Establish An “ECM Center of Excellence” Cross-departmental team responsible for success 2 • Team of • High-level executives • Technical architects • Business / content owners Defining Shared Services Strategy Model, Functionality & Performance Requirements 3 • Where do you draw the line between common infrastructure services vs. specific business group functionality? • Plan on multiple performance demands • High volume ingestion vs. contribution vs. consumption 12
  • 13. Determining File & Storage Mgmt Needs Where the content “lives” and its lifecycle requirements 4 • File system vs. database • Hierarchical storage management • Records and retention management policies Oracle’s Approach to File Storage & Management Open & Integrated = Flexible Options Oracle Enterprise Content Management Oracle Database Oracle Oracle 3rd Party SecureFiles, RAC Exadata * Storage Database, AuditVault, DB Vault DB Machine Archive Manager File System * High Volume Results:179 million docs / day * Two Node UCM Server + Exadata Half Rack Hardware 13
  • 14. Defining Enterprise Taxonomy & Metadata Balancing usability and findability 5 • Don’t focus on trying to make it “perfect” before you go-live • Recognize your corporate taxonomy evolves • Ensure that your tools allow it to easily grow and be maintained Outlining Security Requirements Balancing data protection and information sharing 6 • Remember security is meant to “secure” not “organize” • Unless there’s a compelling reason to prevent access – err on the side on information sharing • Tracking is as important as securing 14
  • 15. Research Reusability Content and content-related business processes 7 • This can be tough to discover – common areas to look • Multi-channel marketing content • Translated content • Technical documents • Customer-related documents Investigate Key Content Integrations For enhanced functionality, efficiency, usability 8 • Where do we need to integrate content? • Enterprise applications & custom Web applications • Within existing business processes • Customer & partner “touch points” – Web sites, mobile, email • Desktop and collaborative tools 15
  • 16. Oracle’s Approach: ECM Foundation For Middleware & Enterprise Applications • Out of the box integrations with Fusion Middleware • Out of the box integrations with Oracle Applications • Strategic Platform for Oracle Fusion Applications 16
  • 17. Directly From Your Desktop Integrations w/ Microsoft Office & Windows Explorer 17
  • 18. Directly from Enterprise Applications Out of the Box Integrations for Accessing Content 18
  • 19. Directly within Business Processes Certified Solution Accelerators Automate and image-enable: A/P, Time & Expense, Student & Employee On-Boarding… 19
  • 20. Directly from Sites & Custom Web Applications In-Context Web Content Authoring & Approvals 20
  • 21. Directly from Portals & Composite Apps With Oracle WebCenter Suite • Modern User Experience Platform for the Enterprise & Web • UCM is strategic content repository • Leverage’s Oracle Universal Content Management for Web Content Management • Enterprise Social Services • Activity streams & graphs • Recommendations, mash-ups, blogs & wikis • Build communities & spaces • Community member interaction • Bring collaboration to critical business processes & applications 21
  • 22. Target First Projects Key projects that offer quick success 9 • Try to focus on low hanging fruit with quick ROI • Start building the processes and institutional knowledge within your ECM Center of Excellence • Gain momentum for user adoption Invest in Change Management & Training An ECM strategy is an ongoing initiative 10 • Build in processes for end-user feedback throughout the implementation • Identify and help enable and train your business champions and early adopters 22
  • 23. Slide text goes here Partner: 23
  • 24. Oracle Content Management 11g Moving from Point to Platform • A Simple, Smart and Scalable Content Infrastructure – Low cost of ownership – Effective standardization • A Pre-Integrated Solution for Content- Enabling Oracle’s Business Applications – High return on your investment – Improved business responsiveness • A Foundation for Content-Centric Business Solutions – Optimize revenue and mitigate risk • The Strategic ECM Solution – Complete, Open, & Integrated – Join 7900+ Oracle Content Management customers 24
  • 25. Engage in the Conversations! Twitter: #WebCenter, #E20, #ECM, #Oracle Facebook: http://facebook.com/OracleE20 http://facebook.com/OracleWebCenter LinkedIn Oracle Enterprise 2.0 Group Oracle’s Enterprise 2.0 blog: http://blogs.oracle.com/enterprise20
  • 26. Get your Oracle Red Velvet Cupcake!
  • 27. Oracle Track@info360 In Room 154 3:30 Unlocking The Value of Your Application Content Stephen Schleifer and Brian Dirking, Oracle Learn how organizations are drastically cutting costs and raising productivity by making content available in enterprise applications 4:20 Optimize Web Content Targeting Michelle Huff, Oracle Molly Wenzler, MeadWestvaco Learn how with Oracle’s revolutionary one-click web content management, in-context updates can be added to any web application by just dragging and dropping Oracle Content Management services into your application
  • 28. Kindle Drawing • Win A Kindle! • Load your favorite book on your Kindle with an Amazon Gift Certificate!
  • 29. 29
  • 30. 30
  • 31. The preceding is intended to outline our general product direction. It is intended for information purposes only, and may not be incorporated into any contract. It is not a commitment to deliver any material, code, or functionality, and should not be relied upon in making purchasing decisions. The development, release, and timing of any features or functionality described for Oracle’s products remains at the sole discretion of Oracle. 31