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Stephen Ludlow - Senior Director, Enterprise Product Marketing
Changing Times:
The Future of ECM
AIIM 2017 - Orlando
OpenText© 2017 All Rights Reserved. 2
WHAT IS GOING ON?
OpenText© 2017 All Rights Reserved. 3
OpenText Buys Documentum
OpenText© 2017 All Rights Reserved. 4
TRADITIONAL ECM
SYNC & SHARE`
DELIVER CLOUD AND MOBILITY
OpenText© 2017 All Rights Reserved. 5
HPE to Merge
in $8.8 Billion Deal
Software With Micro Focus
OpenText© 2017 All Rights Reserved. 6
Gartner -
“ECM” (Enterprise
Content Management)
is now dead (kaput,
finite, an ex-market
name)
ECM
OpenText© 2017 All Rights Reserved. 7
Forrester
OpenText© 2017 All Rights Reserved. 8
WHY IS THIS HAPPENING?
OpenText© 2017 All Rights Reserved. 9
ECM HAS BECOME
DIAL TONE
CONSOLIDATION
OpenText Confidential. ©2016 All Rights Reserved. 10
ECM
WE BUILT IT
…AND THEY DID NOT COME
OpenText Confidential. ©2016 All Rights Reserved. 11
ECM
IS NOT
THE LEAD APPLICATION
OpenText Confidential. ©2016 All Rights Reserved. 12
USER PRODUCTIVITY
USER POWER
OpenText© 2017 All Rights Reserved. 13
“ECM” is a set of services and microservices,
embodied either as an integrated product
suite or as separate applications that share
common APIs and repositories, to exploit
diverse content types, and serve multiple
constituencies and numerous use cases
across an organization.
Gartner - New Definition of ECM in 2017
OpenText© 2017 All Rights Reserved. 14
“ECM” is a set of services and microservices,
embodied either as an integrated product
suite or as separate applications that share
common APIs and repositories, to exploit
diverse content types, and serve multiple
constituencies and numerous use cases
across an organization.
Gartner - New Definition of ECM in 2017
OpenText© 2017 All Rights Reserved. 15
“ECM” is a set of services and microservices,
embodied either as an integrated product
suite or as separate applications that share
common APIs and repositories, to exploit
diverse content types, and serve multiple
constituencies and numerous use cases
across an organization.
Gartner - New Definition of ECM in 2017
OpenText© 2017 All Rights Reserved. 16
“ECM” is a set of services and microservices,
embodied either as an integrated product
suite or as separate applications that share
common APIs and repositories, to exploit
diverse content types, and serve multiple
constituencies and numerous use cases
across an organization.
Gartner - New Definition of ECM in 2017
OpenText© 2017 All Rights Reserved. 17
“ECM” is a set of services and microservices,
embodied either as an integrated product
suite or as separate applications that share
common APIs and repositories, to exploit
diverse content types, and serve multiple
constituencies and numerous use cases
across an organization.
Gartner - New Definition of ECM in 2017
OpenText Confidential. ©2016 All Rights Reserved. 18
ECM EVOLUTION OR REVOLUTION
Multi-purpose Fit for purpose
Monolithic API-Driven
Inward focus Beyond organizational boundaries
Power User Casual User
Convenience for the Enterprise Convenience for the User
OpenText© 2017 All Rights Reserved. 19
WHAT ARE WE SUPPOSED TO DO?
KEEP
CALM
CARRY
ON
AND
KEEP
CALM
CARRY
ON
AND
RUNNING
DCTM
OpenText Confidential. ©2017 All Rights Reserved. 22
Your investment is safe
OpenText will protect Documentum Customers’
investments with innovation and continued full support for both
Documentum and OpenText Content Suite
Current roadmaps and commitments remain stable and will
be delivered
OpenText Confidential. ©2017 All Rights Reserved. 23
Documentum Investment Focus
CONTINUED
ENHANCEMENT
Documentum and
applications like D2 and
InfoArchive to improve:
Managed Services
offerings in the
OpenText Cloud
INDUSTRY
SOLUTIONS
Life Sciences and
Energy and
Engineering
§  Usability §  Analytics §  TCO
KEEP
CALM
CARRY
ON
AND
EXTENDING
ECM
OpenText Confidential. ©2017 All Rights Reserved.
A ROSE BY ANY OTHER NAME
XECM
CONTENT SERVICES
OpenText© 2017 All Rights Reserved. 26
Extended ECM for Salesforce
Account Workspaces in Salesforce
Extended ECM
Account Workspace in
Salesforce
Salesforce Account
(e.g. Global Trade AG)
OpenText Confidential. ©2017 All Rights Reserved. 27
Process Productivity
Seamless Integration into SuccessFactors UI
HR Inbox with
Tickets
HR Employee
Workspaces
OpenText© 2017 All Rights Reserved. 28
Business Object
Process Productivity
Extended ECM Anatomy of the Integration
Business Application
Data,
Roles,
Structure,
Relations,
Classifications
Content
in Context
Workspace User Interface (Widgets)
DATA
CONTENT TASKS
PEOPLE
Workspace Template
Trigger Event
DATA
CONTENT TASKS
PEOPLE
Business Workspace
Template based Creation
Extended ECM Platform
KEEP
CALM
CARRY
ON
AND
USING
BUILT
FOR
APPLICATIONS
PURPOSE
OpenText Confidential. ©2017 All Rights Reserved.
3030OpenText Confidential. ©2016 All Rights Reserved. 30
§  New dashboard for document
control managers.
§  Make it easy to control
engineering risk, do
engineering work and find
engineering information
§  keep engineering projects on
track with widgets for Overdue
Items, Assignments and
Activity Streams
Extended ECM
for Engineering Documents
ENGINEERING
OpenText Confidential. ©2017 All Rights Reserved.
3131OpenText Confidential. ©2016 All Rights Reserved. 31
SaaS bundled with LEAP Supplier
Exchange
1.  Multiple Project Management
2.  Task Management
3.  Document Management
4.  Facets and Filtered searching
5.  Distribution and Transmittals
6.  Commenting and Consolidation
7.  Reporting
Capital Projects Express
ENGINEERING
OpenText Confidential. ©2017 All Rights Reserved.
3232OpenText Confidential. ©2016 All Rights Reserved. 32
§  Manage the creation, review
and approval and release of
controlled quality and
manufacturing documentation
§  Leverage predefined document
taxonomies, lifecycles and
workflows based on industry
best practices
§  Ensure compliance with Good
Manufacturing Practices (GMP)
standards
Documentum
Quality and Manufacturing
for Life SciencesLIFE SCIENCES
KEEP
CALM
CARRY
ON
AND
WITH
COMPLIANCE
INFOGOV
AND
OpenText Confidential. ©2017 All Rights Reserved.
Transparent Information Governance
Manage the flow of information from capture through archiving and disposition
Capture Classify Manage Discover Archive Dispose
SUPPLIER PRODUCTASSETEMPLOYEE FINANCECUSTOMER LEGAL
MANUFACTURING UTILITIES
& ENERGY
LIFE
SCIENCES
RETAIL TELECOMFINANCIAL &
INSURANCE
TRANSPORTATION MEDIA PUBLIC
SECTOR
Industry Solutions
Horizontal Enterprise Solutions
SOLUTIONS
OpenText Confidential. ©2017 All Rights Reserved.
Eliminate costly legacy
apps and systems
while still retaining data
and content for
compliance purposes
Make data hungry
applications run more
efficiently by archiving
static information in a
governed manner
Enable better strategic
decisions by
leveraging all the
formerly buried
information in your
enterprise
DECOMMISSION OPTIMIZE ANALYZECONTROL
Ensure compliance
with regulatory and
legal mandates by
applying necessary
retention and
eDiscovery policies
KEEP
CALM
CARRY
ON
AND
MAKING
PROCESSES
MORE
PRODUCTIVE
OpenText© 2017 All Rights Reserved. 37
Process Productivity
Introducing Connected Workspaces
D A T A
CONTENT T A S K S
P E O P L E
Customer Workspace
D A T A
CONTENT T A S K S
P E O P L E
Project Workspace
D A T A
CONTENT T A S K S
P E O P L E
Supplier Workspace
D A T A
CONTENT T A S K S
P E O P L E
PO Workspace
DATA
CONTENT TASKS
PEOPLE
Opportunity Workspace
OpenText ©2017 All Rights Reserved. 3838
Workspaces
Workspace
name
Comments/
Social
Team
Members
Metadata
Recent
Activity
KEEP
CALM
CARRY
ON
AND
MAKING
PEOPLE
MORE
PRODUCTIVE
OpenText© 2017 All Rights Reserved. 40
ECM Apps for Office 365
§  Discover, access and work
with Enterprise content
§  Supporting Office 365 Sites
and SharePoint 2017
§  Integrating with
Content Server 16
and Extended ECM 16
§  Supports different
perspectives on content (full
screen + webparts)
OpenText© 2017 All Rights Reserved. 41
BUT…
OpenText Confidential. ©2017 All Rights Reserved. 42
FU UREOF
ECMBUILD
THE
Applications
Integrations
Cloud
Content Services
On existing investment and leverage:
Content Server
Extended ECM
OpenText Confidential. ©2017 All Rights Reserved. 43
An Integration Strategy for the Future
Content Server
API’S
CONTINUED INVESTMENT AND
ROADMAP COMMITMENTS
INTEGRATIONS
CORE CONCERTSNAPCOURIER
SOLUTION COMPONENTS
INTEGRATION
STRATEGY
Leverage Existing
Platforms
Convergence in
Next-Gen-Platform
CONTENT SERVICES CASE SERVICES CAPTURE SERVICES
APPLICATIONS EXTENSIONSINDUSTRY APPLICATIONS
LIFE SCIENCES
EXPRESS
SUPPLIER
EXCHANGE
OpenText Confidential. ©2017 All Rights Reserved.OpenText Confidential. ©2016 All Rights Reserved. 44
A LEAP SaaS solution to
quickly distribute time-
sensitive transmittals and
deliverables to meet
contractual requirements
Example:
Supplier Exchange
OpenText© 2017 All Rights Reserved. 45
PLAN FOR THE FUTURE
OpenText© 2017 All Rights Reserved. 46
IDENTIFY PROJECTS
WHERE ECM IS THE
LEAD APPLICATION
(BE HONEST)
OpenText© 2017 All Rights Reserved. 47
EMBRACE
(AND STANDARDIZE)
FILE SYNC & SHARE
OpenText Confidential. ©2016 All Rights Reserved. 48
TAKE A
CASE-BASED
APPROACH
OpenText Confidential. ©2016 All Rights Reserved. 49
IDENTIFY BUSINESS
PROCESSES THAT CAN
BE IMPROVED
HINT: SILOS - MOBILITY - APPS - EXTERNAL ACCESS
OpenText Confidential. ©2016 All Rights Reserved. 50
DON’T LET
HISTORY REPEAT ITSELF
(WITH APPS)
OpenText Confidential. ©2016 All Rights Reserved. 51
DON’T
OUT WITH THE BATHWATER
THROW THE BABY
OpenText Confidential. ©2016 All Rights Reserved. 52
<METADATA/>
ADDS CONTEXT
OpenText Confidential. ©2016 All Rights Reserved. 53
DON’T LET INFOGOV
STALL DIGITAL
TRANSFORMATION
OpenText Confidential. ©2016 All Rights Reserved. 55
MOVE
FORWARD

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Changing Times - the Future of ECM - AIIM 2017

  • 1. Stephen Ludlow - Senior Director, Enterprise Product Marketing Changing Times: The Future of ECM AIIM 2017 - Orlando
  • 2. OpenText© 2017 All Rights Reserved. 2 WHAT IS GOING ON?
  • 3. OpenText© 2017 All Rights Reserved. 3 OpenText Buys Documentum
  • 4. OpenText© 2017 All Rights Reserved. 4 TRADITIONAL ECM SYNC & SHARE` DELIVER CLOUD AND MOBILITY
  • 5. OpenText© 2017 All Rights Reserved. 5 HPE to Merge in $8.8 Billion Deal Software With Micro Focus
  • 6. OpenText© 2017 All Rights Reserved. 6 Gartner - “ECM” (Enterprise Content Management) is now dead (kaput, finite, an ex-market name) ECM
  • 7. OpenText© 2017 All Rights Reserved. 7 Forrester
  • 8. OpenText© 2017 All Rights Reserved. 8 WHY IS THIS HAPPENING?
  • 9. OpenText© 2017 All Rights Reserved. 9 ECM HAS BECOME DIAL TONE CONSOLIDATION
  • 10. OpenText Confidential. ©2016 All Rights Reserved. 10 ECM WE BUILT IT …AND THEY DID NOT COME
  • 11. OpenText Confidential. ©2016 All Rights Reserved. 11 ECM IS NOT THE LEAD APPLICATION
  • 12. OpenText Confidential. ©2016 All Rights Reserved. 12 USER PRODUCTIVITY USER POWER
  • 13. OpenText© 2017 All Rights Reserved. 13 “ECM” is a set of services and microservices, embodied either as an integrated product suite or as separate applications that share common APIs and repositories, to exploit diverse content types, and serve multiple constituencies and numerous use cases across an organization. Gartner - New Definition of ECM in 2017
  • 14. OpenText© 2017 All Rights Reserved. 14 “ECM” is a set of services and microservices, embodied either as an integrated product suite or as separate applications that share common APIs and repositories, to exploit diverse content types, and serve multiple constituencies and numerous use cases across an organization. Gartner - New Definition of ECM in 2017
  • 15. OpenText© 2017 All Rights Reserved. 15 “ECM” is a set of services and microservices, embodied either as an integrated product suite or as separate applications that share common APIs and repositories, to exploit diverse content types, and serve multiple constituencies and numerous use cases across an organization. Gartner - New Definition of ECM in 2017
  • 16. OpenText© 2017 All Rights Reserved. 16 “ECM” is a set of services and microservices, embodied either as an integrated product suite or as separate applications that share common APIs and repositories, to exploit diverse content types, and serve multiple constituencies and numerous use cases across an organization. Gartner - New Definition of ECM in 2017
  • 17. OpenText© 2017 All Rights Reserved. 17 “ECM” is a set of services and microservices, embodied either as an integrated product suite or as separate applications that share common APIs and repositories, to exploit diverse content types, and serve multiple constituencies and numerous use cases across an organization. Gartner - New Definition of ECM in 2017
  • 18. OpenText Confidential. ©2016 All Rights Reserved. 18 ECM EVOLUTION OR REVOLUTION Multi-purpose Fit for purpose Monolithic API-Driven Inward focus Beyond organizational boundaries Power User Casual User Convenience for the Enterprise Convenience for the User
  • 19. OpenText© 2017 All Rights Reserved. 19 WHAT ARE WE SUPPOSED TO DO?
  • 22. OpenText Confidential. ©2017 All Rights Reserved. 22 Your investment is safe OpenText will protect Documentum Customers’ investments with innovation and continued full support for both Documentum and OpenText Content Suite Current roadmaps and commitments remain stable and will be delivered
  • 23. OpenText Confidential. ©2017 All Rights Reserved. 23 Documentum Investment Focus CONTINUED ENHANCEMENT Documentum and applications like D2 and InfoArchive to improve: Managed Services offerings in the OpenText Cloud INDUSTRY SOLUTIONS Life Sciences and Energy and Engineering §  Usability §  Analytics §  TCO
  • 25. OpenText Confidential. ©2017 All Rights Reserved. A ROSE BY ANY OTHER NAME XECM CONTENT SERVICES
  • 26. OpenText© 2017 All Rights Reserved. 26 Extended ECM for Salesforce Account Workspaces in Salesforce Extended ECM Account Workspace in Salesforce Salesforce Account (e.g. Global Trade AG)
  • 27. OpenText Confidential. ©2017 All Rights Reserved. 27 Process Productivity Seamless Integration into SuccessFactors UI HR Inbox with Tickets HR Employee Workspaces
  • 28. OpenText© 2017 All Rights Reserved. 28 Business Object Process Productivity Extended ECM Anatomy of the Integration Business Application Data, Roles, Structure, Relations, Classifications Content in Context Workspace User Interface (Widgets) DATA CONTENT TASKS PEOPLE Workspace Template Trigger Event DATA CONTENT TASKS PEOPLE Business Workspace Template based Creation Extended ECM Platform
  • 30. OpenText Confidential. ©2017 All Rights Reserved. 3030OpenText Confidential. ©2016 All Rights Reserved. 30 §  New dashboard for document control managers. §  Make it easy to control engineering risk, do engineering work and find engineering information §  keep engineering projects on track with widgets for Overdue Items, Assignments and Activity Streams Extended ECM for Engineering Documents ENGINEERING
  • 31. OpenText Confidential. ©2017 All Rights Reserved. 3131OpenText Confidential. ©2016 All Rights Reserved. 31 SaaS bundled with LEAP Supplier Exchange 1.  Multiple Project Management 2.  Task Management 3.  Document Management 4.  Facets and Filtered searching 5.  Distribution and Transmittals 6.  Commenting and Consolidation 7.  Reporting Capital Projects Express ENGINEERING
  • 32. OpenText Confidential. ©2017 All Rights Reserved. 3232OpenText Confidential. ©2016 All Rights Reserved. 32 §  Manage the creation, review and approval and release of controlled quality and manufacturing documentation §  Leverage predefined document taxonomies, lifecycles and workflows based on industry best practices §  Ensure compliance with Good Manufacturing Practices (GMP) standards Documentum Quality and Manufacturing for Life SciencesLIFE SCIENCES
  • 34. OpenText Confidential. ©2017 All Rights Reserved. Transparent Information Governance Manage the flow of information from capture through archiving and disposition Capture Classify Manage Discover Archive Dispose SUPPLIER PRODUCTASSETEMPLOYEE FINANCECUSTOMER LEGAL MANUFACTURING UTILITIES & ENERGY LIFE SCIENCES RETAIL TELECOMFINANCIAL & INSURANCE TRANSPORTATION MEDIA PUBLIC SECTOR Industry Solutions Horizontal Enterprise Solutions SOLUTIONS
  • 35. OpenText Confidential. ©2017 All Rights Reserved. Eliminate costly legacy apps and systems while still retaining data and content for compliance purposes Make data hungry applications run more efficiently by archiving static information in a governed manner Enable better strategic decisions by leveraging all the formerly buried information in your enterprise DECOMMISSION OPTIMIZE ANALYZECONTROL Ensure compliance with regulatory and legal mandates by applying necessary retention and eDiscovery policies
  • 37. OpenText© 2017 All Rights Reserved. 37 Process Productivity Introducing Connected Workspaces D A T A CONTENT T A S K S P E O P L E Customer Workspace D A T A CONTENT T A S K S P E O P L E Project Workspace D A T A CONTENT T A S K S P E O P L E Supplier Workspace D A T A CONTENT T A S K S P E O P L E PO Workspace DATA CONTENT TASKS PEOPLE Opportunity Workspace
  • 38. OpenText ©2017 All Rights Reserved. 3838 Workspaces Workspace name Comments/ Social Team Members Metadata Recent Activity
  • 40. OpenText© 2017 All Rights Reserved. 40 ECM Apps for Office 365 §  Discover, access and work with Enterprise content §  Supporting Office 365 Sites and SharePoint 2017 §  Integrating with Content Server 16 and Extended ECM 16 §  Supports different perspectives on content (full screen + webparts)
  • 41. OpenText© 2017 All Rights Reserved. 41 BUT…
  • 42. OpenText Confidential. ©2017 All Rights Reserved. 42 FU UREOF ECMBUILD THE Applications Integrations Cloud Content Services On existing investment and leverage: Content Server Extended ECM
  • 43. OpenText Confidential. ©2017 All Rights Reserved. 43 An Integration Strategy for the Future Content Server API’S CONTINUED INVESTMENT AND ROADMAP COMMITMENTS INTEGRATIONS CORE CONCERTSNAPCOURIER SOLUTION COMPONENTS INTEGRATION STRATEGY Leverage Existing Platforms Convergence in Next-Gen-Platform CONTENT SERVICES CASE SERVICES CAPTURE SERVICES APPLICATIONS EXTENSIONSINDUSTRY APPLICATIONS LIFE SCIENCES EXPRESS SUPPLIER EXCHANGE
  • 44. OpenText Confidential. ©2017 All Rights Reserved.OpenText Confidential. ©2016 All Rights Reserved. 44 A LEAP SaaS solution to quickly distribute time- sensitive transmittals and deliverables to meet contractual requirements Example: Supplier Exchange
  • 45. OpenText© 2017 All Rights Reserved. 45 PLAN FOR THE FUTURE
  • 46. OpenText© 2017 All Rights Reserved. 46 IDENTIFY PROJECTS WHERE ECM IS THE LEAD APPLICATION (BE HONEST)
  • 47. OpenText© 2017 All Rights Reserved. 47 EMBRACE (AND STANDARDIZE) FILE SYNC & SHARE
  • 48. OpenText Confidential. ©2016 All Rights Reserved. 48 TAKE A CASE-BASED APPROACH
  • 49. OpenText Confidential. ©2016 All Rights Reserved. 49 IDENTIFY BUSINESS PROCESSES THAT CAN BE IMPROVED HINT: SILOS - MOBILITY - APPS - EXTERNAL ACCESS
  • 50. OpenText Confidential. ©2016 All Rights Reserved. 50 DON’T LET HISTORY REPEAT ITSELF (WITH APPS)
  • 51. OpenText Confidential. ©2016 All Rights Reserved. 51 DON’T OUT WITH THE BATHWATER THROW THE BABY
  • 52. OpenText Confidential. ©2016 All Rights Reserved. 52 <METADATA/> ADDS CONTEXT
  • 53. OpenText Confidential. ©2016 All Rights Reserved. 53 DON’T LET INFOGOV STALL DIGITAL TRANSFORMATION
  • 54.
  • 55. OpenText Confidential. ©2016 All Rights Reserved. 55 MOVE FORWARD