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UNDERSTANDING THE
                 IMPACT OF A NEW
                 CAST OF SUPPLIERS
                                Panelists from non-traditional
                                 ECM provider organizations

                            Facilitated by Dan Keldsen
                       Director, Market Intelligence at AIIM


                                              1
Wednesday, September 12, 2007                                    1
BRIEF HISTORY OF DAN
                17 years of Marketing Experience
                16 years of “official” IT Experience
                Former Director of IT and CTO of Delphi Group for
                13 years, also did Analyst and Consultant work
                3.5 years working within Perot Systems ($3 Billion
                annual revenue)
                      Who knew that voting for him meant I’d work for
                      him 12 years later?
                Now co-heading AIIM Market Intelligence, leveraging
                the 50,000+ member community of AIIM
Wednesday, September 12, 2007                                           2
WHAT’S HAPPENING IN
            INFORMATION MANAGMENT
                     TODAY?



Wednesday, September 12, 2007        3
Infinite Choices,
                      Infinite Power


                                4
Wednesday, September 12, 2007            4
TOO MANY CHOICES
                      FOR SOLUTIONS



Wednesday, September 12, 2007          5
Equals Massive
                                  Headache!


                                      6
Wednesday, September 12, 2007                    6
CHAOS
                                    &
                                INDECISION



Wednesday, September 12, 2007                7
TRAPPED BY
                             I.T.?


Wednesday, September 12, 2007          8
BUT
              CLIFF
                                THAT
             NOTES:
                                DOESN’T
             YES, IT
                                 SELL
             DOES!
                                BOOKS


Wednesday, September 12, 2007             9
WE’RE BUSIER THAN EVER




Wednesday, September 12, 2007       10
WE HAVE MORE
                  “INFORMATION” THAN
                      EVER BEFORE



Wednesday, September 12, 2007          11
ARE THE CHOICES I’VE
                  MADE HELPING MY
                      BUSINESS?



Wednesday, September 12, 2007           12
WHAT DOES THE MARKET
                    THINK OF THE “NON-
                   TRADITIONAL” WORLD?



Wednesday, September 12, 2007             13
SURVEY SAYS...




Wednesday, September 12, 2007                    14
IMPORTANCE TO YOU         Critical/high                                                                Moderate                                               Not at All                          HUH?
                 100%
         I
         M
         P
         O
                   75%
         R
         T
                                                                                                                                             Enterprise 2.0,
         A
         N
                                                                                                                                           Wikis, Blogs, RSS,
                   50%
         C
                                                                                                                                                   SaaS,
         E
                                                                                                                                              Open Source
                   25%
                                                                                                                                          Critical to Moderate
                                                                                                                                              Over 60-70%
                    0%
                                                                                                                                                                             KM

                                                                                                                                                                                  Innovation Mgmt.

                                                                                                                                                                                                      SNA

                                                                                                                                                                                                            WCM

                                                                                                                                                                                                                  Portals

                                                                                                                                                                                                                            DAM

                                                                                                                                                                                                                                  SaaS

                                                                                                                                                                                                                                          Open Source

                                                                                                                                                                                                                                                        BPM
                                                                   Records Mgmt.




                                                                                                                                              Enterprise Search

                                                                                                                                                                  IA

                                                                                                                                                                       IOA




                                                                                                                                                                                                                                                              Delivery
                            Content Security

                                               Data Leak Prev.



                                                                                   Enterprise 2.0

                                                                                                    Wikis,blogs,RSS

                                                                                                                      Collab.

                                                                                                                                Findability




Wednesday, September 12, 2007                                                                                                                                                                                                                                            15
YOUR UNDERSTANDING                         Expert/Good                                                                             Familiar                                   Vaguely                        None
                 100%
         U
         n
         d
         e
                   75%
         r
                                                                                                                            Enterprise 2.0,
         s
                                                                                                                           Wikis, Blogs, RSS,
         t
         a
                                                                                                                                 SaaS,
                   50%
         n
                                                                                                                             Open Source
         d
         i
                                                                                                                      Vague to No Understanding
         n         25%
                                                                                                                             Over 50-70%
         g


                                                                                                                                             Tide is Rising Here
                    0%                                                                                                                                                      KM

                                                                                                                                                                                 Innovation Mgmt.

                                                                                                                                                                                                    SNA

                                                                                                                                                                                                          WCM

                                                                                                                                                                                                                Portals

                                                                                                                                                                                                                          DAM

                                                                                                                                                                                                                                SaaS

                                                                                                                                                                                                                                       Open Source

                                                                                                                                                                                                                                                     BPM
                                                                  Records Mgmt.




                                                                                                                                             Enterprise Search

                                                                                                                                                                 IA

                                                                                                                                                                      IOA




                                                                                                                                                                                                                                                           Delivery
                            Content Security

                                               Data Leak Prev.



                                                                                  Enterprise 2.0

                                                                                                   Wikis,blogs,RSS

                                                                                                                     Collab.

                                                                                                                               Findability




Wednesday, September 12, 2007                                                                                                                                                                                                                                         16
CHASM TIME

                THE MARKET IS NOT A SINGLE MASS
                      EARLY ADOPTORS
                      EARLY INNOVATORS
                      CHASM
                      LATE INNOVATORS
                      MAINSTREAM
                      LAGGARDS


Wednesday, September 12, 2007                     17
TECHNOLOGY ADOPTION
                      STRATEGIES
                                                            Conservatives:
                                   Pragmatists:
                                                       Stick with what’s proven!
                                Stick with the herd!


             Visionaries:
                                                                     Skeptics:
        Get ahead of the herd!
                                                                    Just say No!

        Techies:
        Just try it!




Wednesday, September 12, 2007                                                      18
TECHNOLOGY ADOPTION
                      LIFE CYCLE
                                          Main Street


                                Tornado

               Early
               Market
                                Chasm
                                        Bowling Alley

Wednesday, September 12, 2007                           19
DARWIN-TIME

                OUT EVOLVING your competition is THE key
                Don’t overrun the appetite of consumers/buyers and
                accelerate off into no-man’s land
                Mergers & Acquisitions are one route - expensive
                What are the alternatives?




Wednesday, September 12, 2007                                        20
DEALING WITH DARWIN




Wednesday, September 12, 2007               21
BECAUSE IF YOU
                               DON’T...



Wednesday, September 12, 2007                22
YOUR COMPETITORS
                  ARE RUNNING 24/7,
                 EVEN IF YOU AREN’T...



Wednesday, September 12, 2007            23
BUT DON’T TAKE MY WORD
                    FOR IT...




Wednesday, September 12, 2007        24
Wednesday, September 12, 2007   25
Wednesday, September 12, 2007   26
Wednesday, September 12, 2007   27
Wednesday, September 12, 2007   28
Wednesday, September 12, 2007   29
Wednesday, September 12, 2007   30
Wednesday, September 12, 2007   31
Wednesday, September 12, 2007   32
Wednesday, September 12, 2007   33
Wednesday, September 12, 2007   34
Wednesday, September 12, 2007   35
Wednesday, September 12, 2007   36
Wednesday, September 12, 2007   37
Wednesday, September 12, 2007   38
SO,
                       WHAT’S HAPPENING IN
                         DELIVERY MODELS,
                       AND HOW CONTENT IS
                         CREATED TODAY?


Wednesday, September 12, 2007                39
THE UN-USUAL SUSPECTS



                Alfresco - Open Source ECM

                SocialText - Enterprise Wikis

                SpringCM - ECM On-Demand




Wednesday, September 12, 2007                   40
As Director of Services at Alfresco, Peter Monks is
    responsible for leading Alfresco’s consulting services
    organisation.  Peter joined Alfresco in early 2007, and had
    spent most of the previous decade working in the web
    content management space, in both consulting (Avenue A |
    Razorfish,Vignette Professional Services,
    PricewaterhouseCoopers) and product management
    (Vignette) roles.  Prior to that, Peter had specialised in 3 tier
    client / server applications based on BEA’s Tuxedo product
    line for financial services organisations.
Wednesday, September 12, 2007                                           41
Jeff Brainard - With over ten years experience, Jeff Brainard is
    experienced in messaging, collaboration and related security
    technologies. Jeff is Director of Marketing at Socialtext, an
    enterprise wiki company, where he manages the company's
    outbound product marketing and lead-generation activities.
    Previously, Brainard worked in senior sales and marketing
    management roles at Reconnex, Mirapoint, AirFlash/Webraska
    and Sun Microsystems.


Wednesday, September 12, 2007                                          42
Dan Carmel, CEO - brings more than 20 years of executive leadership experience to
          SpringCM. Prior to joining SpringCM, Dan was an Executive in Residence at Foundation
          Capital, a Silicon Valley Venture Capital firm. Before joining Foundation Capital, Dan served
          as President and CEO of Itemfield, which was acquired by Informatica in 2005, and before
          that was Vice President and General Manager of the Legal / Professional Services business
          unit, for Interwoven, one of the leaders in the Enterprise Content Management
          market. Dan joined Interwoven as part of the successful merger between Interwoven and
          iManage, where Dan was Vice President of Marketing and Business Development.

          During Dan's career he has been an executive at several start-ups, where he was
          instrumental in guiding new ventures to become market leaders in CRM (Vantive) Internet
          Commerce (Selectica) and International Payments (Sonnet Financial).

          Dan holds a BS and MS in Mechanical Engineering and Applied Mechanics from the
          University of Pennsylvania and an MBA from the Stanford Graduate School of Business.


Wednesday, September 12, 2007                                                                            43

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The Un-Usual Suspects (wikis, open source, saas)

  • 1. UNDERSTANDING THE IMPACT OF A NEW CAST OF SUPPLIERS Panelists from non-traditional ECM provider organizations Facilitated by Dan Keldsen Director, Market Intelligence at AIIM 1 Wednesday, September 12, 2007 1
  • 2. BRIEF HISTORY OF DAN 17 years of Marketing Experience 16 years of “official” IT Experience Former Director of IT and CTO of Delphi Group for 13 years, also did Analyst and Consultant work 3.5 years working within Perot Systems ($3 Billion annual revenue) Who knew that voting for him meant I’d work for him 12 years later? Now co-heading AIIM Market Intelligence, leveraging the 50,000+ member community of AIIM Wednesday, September 12, 2007 2
  • 3. WHAT’S HAPPENING IN INFORMATION MANAGMENT TODAY? Wednesday, September 12, 2007 3
  • 4. Infinite Choices, Infinite Power 4 Wednesday, September 12, 2007 4
  • 5. TOO MANY CHOICES FOR SOLUTIONS Wednesday, September 12, 2007 5
  • 6. Equals Massive Headache! 6 Wednesday, September 12, 2007 6
  • 7. CHAOS & INDECISION Wednesday, September 12, 2007 7
  • 8. TRAPPED BY I.T.? Wednesday, September 12, 2007 8
  • 9. BUT CLIFF THAT NOTES: DOESN’T YES, IT SELL DOES! BOOKS Wednesday, September 12, 2007 9
  • 10. WE’RE BUSIER THAN EVER Wednesday, September 12, 2007 10
  • 11. WE HAVE MORE “INFORMATION” THAN EVER BEFORE Wednesday, September 12, 2007 11
  • 12. ARE THE CHOICES I’VE MADE HELPING MY BUSINESS? Wednesday, September 12, 2007 12
  • 13. WHAT DOES THE MARKET THINK OF THE “NON- TRADITIONAL” WORLD? Wednesday, September 12, 2007 13
  • 15. IMPORTANCE TO YOU Critical/high Moderate Not at All HUH? 100% I M P O 75% R T Enterprise 2.0, A N Wikis, Blogs, RSS, 50% C SaaS, E Open Source 25% Critical to Moderate Over 60-70% 0% KM Innovation Mgmt. SNA WCM Portals DAM SaaS Open Source BPM Records Mgmt. Enterprise Search IA IOA Delivery Content Security Data Leak Prev. Enterprise 2.0 Wikis,blogs,RSS Collab. Findability Wednesday, September 12, 2007 15
  • 16. YOUR UNDERSTANDING Expert/Good Familiar Vaguely None 100% U n d e 75% r Enterprise 2.0, s Wikis, Blogs, RSS, t a SaaS, 50% n Open Source d i Vague to No Understanding n 25% Over 50-70% g Tide is Rising Here 0% KM Innovation Mgmt. SNA WCM Portals DAM SaaS Open Source BPM Records Mgmt. Enterprise Search IA IOA Delivery Content Security Data Leak Prev. Enterprise 2.0 Wikis,blogs,RSS Collab. Findability Wednesday, September 12, 2007 16
  • 17. CHASM TIME THE MARKET IS NOT A SINGLE MASS EARLY ADOPTORS EARLY INNOVATORS CHASM LATE INNOVATORS MAINSTREAM LAGGARDS Wednesday, September 12, 2007 17
  • 18. TECHNOLOGY ADOPTION STRATEGIES Conservatives: Pragmatists: Stick with what’s proven! Stick with the herd! Visionaries: Skeptics: Get ahead of the herd! Just say No! Techies: Just try it! Wednesday, September 12, 2007 18
  • 19. TECHNOLOGY ADOPTION LIFE CYCLE Main Street Tornado Early Market Chasm Bowling Alley Wednesday, September 12, 2007 19
  • 20. DARWIN-TIME OUT EVOLVING your competition is THE key Don’t overrun the appetite of consumers/buyers and accelerate off into no-man’s land Mergers & Acquisitions are one route - expensive What are the alternatives? Wednesday, September 12, 2007 20
  • 21. DEALING WITH DARWIN Wednesday, September 12, 2007 21
  • 22. BECAUSE IF YOU DON’T... Wednesday, September 12, 2007 22
  • 23. YOUR COMPETITORS ARE RUNNING 24/7, EVEN IF YOU AREN’T... Wednesday, September 12, 2007 23
  • 24. BUT DON’T TAKE MY WORD FOR IT... Wednesday, September 12, 2007 24
  • 39. SO, WHAT’S HAPPENING IN DELIVERY MODELS, AND HOW CONTENT IS CREATED TODAY? Wednesday, September 12, 2007 39
  • 40. THE UN-USUAL SUSPECTS Alfresco - Open Source ECM SocialText - Enterprise Wikis SpringCM - ECM On-Demand Wednesday, September 12, 2007 40
  • 41. As Director of Services at Alfresco, Peter Monks is responsible for leading Alfresco’s consulting services organisation.  Peter joined Alfresco in early 2007, and had spent most of the previous decade working in the web content management space, in both consulting (Avenue A | Razorfish,Vignette Professional Services, PricewaterhouseCoopers) and product management (Vignette) roles.  Prior to that, Peter had specialised in 3 tier client / server applications based on BEA’s Tuxedo product line for financial services organisations. Wednesday, September 12, 2007 41
  • 42. Jeff Brainard - With over ten years experience, Jeff Brainard is experienced in messaging, collaboration and related security technologies. Jeff is Director of Marketing at Socialtext, an enterprise wiki company, where he manages the company's outbound product marketing and lead-generation activities. Previously, Brainard worked in senior sales and marketing management roles at Reconnex, Mirapoint, AirFlash/Webraska and Sun Microsystems. Wednesday, September 12, 2007 42
  • 43. Dan Carmel, CEO - brings more than 20 years of executive leadership experience to SpringCM. Prior to joining SpringCM, Dan was an Executive in Residence at Foundation Capital, a Silicon Valley Venture Capital firm. Before joining Foundation Capital, Dan served as President and CEO of Itemfield, which was acquired by Informatica in 2005, and before that was Vice President and General Manager of the Legal / Professional Services business unit, for Interwoven, one of the leaders in the Enterprise Content Management market. Dan joined Interwoven as part of the successful merger between Interwoven and iManage, where Dan was Vice President of Marketing and Business Development. During Dan's career he has been an executive at several start-ups, where he was instrumental in guiding new ventures to become market leaders in CRM (Vantive) Internet Commerce (Selectica) and International Payments (Sonnet Financial). Dan holds a BS and MS in Mechanical Engineering and Applied Mechanics from the University of Pennsylvania and an MBA from the Stanford Graduate School of Business. Wednesday, September 12, 2007 43