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[webinar]
             Deliver a Successful ECM Project
           Why enterprise content management projects
           fail… and what you can do about it
                   Thursday, April 26, 2012



                                      #ECMSuccess


                                              With




      #ECMSuccess                                       1

Tuesday, May 1, 2012
Agenda
            •      Too Many Content Management Projects Fail or
                   Underperform -> Roland Benedetti

            •      Reality Check from a Field Expert -> Laurence Hart

            •      Nuxeo’s Perspective: The Impact of Technology  Choice on
                   ECM Project Success -> Brendan Coveney

            •      Summary, with recommendations -> Brendan Coveney

            •      Q&A




      #ECMSuccess                                                             2

Tuesday, May 1, 2012
About Nuxeo

            •      Enterprise Content Management Software Platform for
                   document management, collaboration, digital asset
                   management, case management and business content
                   management

            •      Designed by developers for developers to build & deploy
                   solutions that users love

            •      State-of-the-art software engineering, highly flexible, fully
                   modular, versatile and scalable

            •      Open development model and open source, part of the
                   platform contributed to the Eclipse Foundation

            •      Providing organizations with unequaled value and quick time to
                   market thanks to the open platform approach

      #ECMSuccess                                                                   3

Tuesday, May 1, 2012
Nuxeo Marketplace                       YOUR CONTENT-CENTRIC APPLICATION
                                                 Online marketplace for plugins,
 Training Services + Professional Services



                                             solutions and templates for the Platform          Develop, Build, Extend, Configure, Package

                                                                                                   Social Collaboration
                                                       Nuxeo Studio                         Collaborate, access and share with your teams
                                             Online Customization and Configuration               and communities in a social manner
                                                            Toolset
                                                                                              Digital Asset Management
                                                                                             Manage, publish collections of digital assets
                                                         Nuxeo IDE                             (pictures, videos) and related services
                                                  IDE integrating with Studio to
                                                       extend the Platform                          Case Management
                                                                                            Manage document-based business processes
                                                                                                (ex: claims and invoices processing)
                                                       Tech Support
                                               Different Service Level Agreements               Document Management
                                                    scaled for project criticality         Manage structured and unstructured content and
                                                                                                       document repositories

                                                       Maintenance                          Content Application Platform
                                                  Hot Fixes and Service Packs,             A packaged development framework for building
                                                  automated maintenance tools                       content-centric applications


                                             Nuxeo Connect Subscription                               Nuxeo Platform
                                                      Services for Dev & Ops            100% Open Source Content Management Platform




Tuesday, May 1, 2012
In 2012, Too Many IT Projects Still Fail or
        Underperform!
                                                                                                               nd
                                                                                                 fai  ling a
                                                                                ep    roject
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                     Standis               oje   cts.                                      his ye        h are
                                                                                     9," "T ding whic n of The
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                                                                              ry          cee           ma
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                                                                        io     u   d ge   t     o co
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                        d           et             h         f
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                 on t ime       up, "4       ncti ons
                           h Gro        nd fu
                 S tandis features a used."
                         ed            er
                  requir d and nev
                          re
                   delive




      #ECMSuccess                                                                                                         5

Tuesday, May 1, 2012
In 2012, Too Many Content Management
        Projects Still Fail or Underperform!
       If IT projects are failing globally, Content Management and
       Information Management projects must fail even more.
       There are simpler software projects than Content
       Management...
       • A large, diverse group of actors and users
       • A landscape of user expectations, requirements, and
               device capabilities in constant evolution
       • Sometimes very intangible (and evolving) goals

      #ECMSuccess                                                    6

Tuesday, May 1, 2012
In 2012, Too Many Content Management
        Projects Still Fail or Underperform!
       Some links as takeaways

       •       http://www.drdobbs.com/architecture-and-design/232300110?pgno=2 (Scott W
               Ambler - Dr Dobb’s)

       •       http://blogs.forrester.com/mike_gualtieri/11-10-12-
               agile_software_is_a_cop_out_heres_whats_next (Mike Gualtieri from Forrester on
               Agile Software methodology)

       •       http://standishgroup.com/newsroom/chaos_manifesto_2011.php (The Standish
               Group Chaos report)

       •       http://aiim.typepad.com/aiim_blog/2010/05/8-reasons-ecm-fail.html - 8 Reasons
               Why ECM Implementations Experience High Failure Rates, and What to Do About It
               (Jeetu Patel on http://aiim.typepad.com) and many other posts from the “8 things”
               series like http://aiim.typepad.com/aiim_blog/2010/02/8-ways-to-kill-your-ecm-
               project.html


      #ECMSuccess                                                                                  7

Tuesday, May 1, 2012
Success, Failure.. What are we
        REALLY talking about?

       What does #failure mean, what does #success mean, and
       how do you measure the success of your project?
       The simple answer (the Standish Group):

               • On Time, On Budget, On Spec!
       The “not so simple” indicators of project success:

               • Outcome of the project / business value / project stake
                       holder satisfaction

               • Developer Satisfaction
               • User Satisfaction and User Experience
      #ECMSuccess                                                          8

Tuesday, May 1, 2012
Success, Failure.. What are we
        REALLY talking about?




      #ECMSuccess                        9

Tuesday, May 1, 2012
Technology Matters?

                       If project success means:
                       • On Time
                       • On Budget
                       • On Customer Expectations
                       .....then success factors focus on
                       methodology, process, organization
                       and project management.

                       BUT ...


      #ECMSuccess                                           10

Tuesday, May 1, 2012
Technology Matters!

                        If project success means all of the
                        above, but also:
                        • Better business efficiency
                           and time to market,
                        • Better control of cost,
                        • Higher customer satisfaction,
                       then technology is a key
                       success factor.



      #ECMSuccess                                             11

Tuesday, May 1, 2012
#AIIM




            Why ECM Projects Fail
            Reality Check from the Field

                                       Laurence Hart
                            Chief Information Officer
                                                AIIM


Tuesday, May 1, 2012
About AIIM
       AIIM is the global community of information
         professionals. We provide the education,
        research and certification that information
         professionals need to manage and share
      information assets in an era of mobile, social,
                    cloud and big data.
                        Community        Education
                        Research         Advocacy


                            65,000 Members Worldwide

Tuesday, May 1, 2012
Are They Failing?




Tuesday, May 1, 2012
Are They Failing?
        66% of Information projects fail
              My average is lower
              Content Management Expert Paradox




Tuesday, May 1, 2012
Are They Failing?
        66% of Information projects fail
              My average is lower
              Content Management Expert Paradox
        Rarely the technology
              People
              Process




Tuesday, May 1, 2012
Why Do They Fail?




Tuesday, May 1, 2012
Why Do They Fail?
        Lack of…
                  Planning
                  Communication
                  Innovation
                  Experience




Tuesday, May 1, 2012
Why Do They Fail?
        Lack of…
                  Planning
                  Communication
                  Innovation
                  Experience
        Technical issues
              Design
              Implementation




Tuesday, May 1, 2012
Why Do They Fail?
        Lack of…
                  Planning
                  Communication
                  Innovation
                  Experience
        Technical issues
              Design
              Implementation
        Excessive scope


Tuesday, May 1, 2012
Technology’s Role in Success




Tuesday, May 1, 2012
Technology’s Role in Success

        Systems can solve Everything but not
         Anything




Tuesday, May 1, 2012
Technology’s Role in Success

        Systems can solve Everything but not
         Anything
        Every system has perfect use case




Tuesday, May 1, 2012
Technology’s Role in Success

        Systems can solve Everything but not
         Anything
        Every system has perfect use case
        Fit matters
                  Technical foundation
                  Cloud, hybrid, on premise
                  Commitment
                  Community
                  Platform


Tuesday, May 1, 2012
Technology vs. Requirements




Tuesday, May 1, 2012
Technology vs. Requirements

        Aligning is key




Tuesday, May 1, 2012
Technology vs. Requirements

        Aligning is key
        Prioritize requirements
              Must haves
              Sliding scale




Tuesday, May 1, 2012
Technology vs. Requirements

        Aligning is key
        Prioritize requirements
              Must haves
              Sliding scale
        Right staff
              Technical skills
              Business understanding




Tuesday, May 1, 2012
Advice Before Starting




Tuesday, May 1, 2012
Advice Before Starting
        Get Help
              Foundation of success
              Two vendor approach
              One project is not enough experience




Tuesday, May 1, 2012
Advice Before Starting
        Get Help
              Foundation of success
              Two vendor approach
              One project is not enough experience
        Plan and revise




Tuesday, May 1, 2012
Advice Before Starting
        Get Help
              Foundation of success
              Two vendor approach
              One project is not enough experience
        Plan and revise
        Start small, finish big




Tuesday, May 1, 2012
Remember
        Fit the technology to the business needs
        Plan and manage to the plan
        Communicate constantly
        Experience matters




Tuesday, May 1, 2012
Technology Providers And ECM Project
        Success




      #ECMSuccess                              34

Tuesday, May 1, 2012
The Many Faces Of Content Management


               There is NO Enterprise Content Management
               Project that looks exactly like another one!
               http://marketing.blogs.nuxeo.com/2012/04/faces-
               content-management.html
               Corollary:
               There is no recipe that works for all projects in
               every situation.



      #ECMSuccess                                                  35

Tuesday, May 1, 2012
... What is SUCCESS? What is FAILURE?
        My Take!




      #ECMSuccess                               36

Tuesday, May 1, 2012
User Experience?
                       End User
                                         Project succes has a lot to
                                         do with user experience,
                                         but user experience in our
                                         case means:

                       ECM               • end user experience
                                         • developer experience
                                         • sys admin experience

     Development            Operations

      #ECMSuccess                                                      37

Tuesday, May 1, 2012
Developing Content-centric Applications
        Vs. Using A Content Management Solution
                                  •   Flexibility




                              {
           What it takes to
             enable the           •   Scalability
             successful           •   Support for Standards
           development of
           content centric        •   Open Source code
            applications -        •   APIs
                   A good         •   Tools
                 developer
                 experience       •   Apps
                                  •   Community!
      #ECMSuccess                                             38

Tuesday, May 1, 2012
Business Efficency?




      #ECMSuccess            39

Tuesday, May 1, 2012
And That’s Also Why We Make Platforms...

     Time to                                     Business effectiveness in using
     Market                                      building, maintaining and using
                                                 Frameworks applications
                                                     enterprise
      Agility
Lower TCO
                        Platforms
                        Frameworks
                        Components

                       Mono-
                        lithic

                                     Business Solution Complexity

      #ECMSuccess                                                                  40

Tuesday, May 1, 2012
A (real) Platform Can Help Your Project
        Success


       •       Continuous Integration
       •       Testing & QA
       •       Proof of concept / Prototyping
       •       Adapting to project changes
       •       Integrations



      #ECMSuccess                                 41

Tuesday, May 1, 2012
6 Tips To Make Your ECM Project Succesful!

                  Be agile
                  Be iterative
                  Be flexible
                  Empower your developers
                  Maintain control
                  Ask for expert guidance and help

          And it’s all as much about technology as process!

      #ECMSuccess                                             42

Tuesday, May 1, 2012
QUESTIONS?




                          With




      #ECMSuccess                   43

Tuesday, May 1, 2012

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Deliver a Successful ECM Project

  • 1. [webinar] Deliver a Successful ECM Project Why enterprise content management projects fail… and what you can do about it Thursday, April 26, 2012 #ECMSuccess With #ECMSuccess 1 Tuesday, May 1, 2012
  • 2. Agenda • Too Many Content Management Projects Fail or Underperform -> Roland Benedetti • Reality Check from a Field Expert -> Laurence Hart • Nuxeo’s Perspective: The Impact of Technology  Choice on ECM Project Success -> Brendan Coveney • Summary, with recommendations -> Brendan Coveney • Q&A #ECMSuccess 2 Tuesday, May 1, 2012
  • 3. About Nuxeo • Enterprise Content Management Software Platform for document management, collaboration, digital asset management, case management and business content management • Designed by developers for developers to build & deploy solutions that users love • State-of-the-art software engineering, highly flexible, fully modular, versatile and scalable • Open development model and open source, part of the platform contributed to the Eclipse Foundation • Providing organizations with unequaled value and quick time to market thanks to the open platform approach #ECMSuccess 3 Tuesday, May 1, 2012
  • 4. Nuxeo Marketplace YOUR CONTENT-CENTRIC APPLICATION Online marketplace for plugins, Training Services + Professional Services solutions and templates for the Platform Develop, Build, Extend, Configure, Package Social Collaboration Nuxeo Studio Collaborate, access and share with your teams Online Customization and Configuration and communities in a social manner Toolset Digital Asset Management Manage, publish collections of digital assets Nuxeo IDE (pictures, videos) and related services IDE integrating with Studio to extend the Platform Case Management Manage document-based business processes (ex: claims and invoices processing) Tech Support Different Service Level Agreements Document Management scaled for project criticality Manage structured and unstructured content and document repositories Maintenance Content Application Platform Hot Fixes and Service Packs, A packaged development framework for building automated maintenance tools content-centric applications Nuxeo Connect Subscription Nuxeo Platform Services for Dev & Ops 100% Open Source Content Management Platform Tuesday, May 1, 2012
  • 5. In 2012, Too Many IT Projects Still Fail or Underperform! nd fai ling a ep roject il 23, 200 9- how s mor setts , A pr eport s wa n, Mass achu h Gr oup r ar's s sho result delivered Bosto Standis oje cts. his ye h are 9," "T ding whic n of The New l pr 200 essfu ry cee ma umma ts suc son, chair s than the c AOS S f all projec ss suc n ith les t, "CH m Joh r le re lease d tes, nct o repor with 32% ns" says Ji t, and/or w mpletion o io u d ge t o co t- a 's jus cess r and fu over b prior h Group roject suc d features h are late, e cancelled tandis in p ire hic ar The S decrease , with requ allenged w ailed which d et h f marke , on budg 4% were c and 24% on t ime up, "4 ncti ons h Gro nd fu S tandis features a used." ed er requir d and nev re delive #ECMSuccess 5 Tuesday, May 1, 2012
  • 6. In 2012, Too Many Content Management Projects Still Fail or Underperform! If IT projects are failing globally, Content Management and Information Management projects must fail even more. There are simpler software projects than Content Management... • A large, diverse group of actors and users • A landscape of user expectations, requirements, and device capabilities in constant evolution • Sometimes very intangible (and evolving) goals #ECMSuccess 6 Tuesday, May 1, 2012
  • 7. In 2012, Too Many Content Management Projects Still Fail or Underperform! Some links as takeaways • http://www.drdobbs.com/architecture-and-design/232300110?pgno=2 (Scott W Ambler - Dr Dobb’s) • http://blogs.forrester.com/mike_gualtieri/11-10-12- agile_software_is_a_cop_out_heres_whats_next (Mike Gualtieri from Forrester on Agile Software methodology) • http://standishgroup.com/newsroom/chaos_manifesto_2011.php (The Standish Group Chaos report) • http://aiim.typepad.com/aiim_blog/2010/05/8-reasons-ecm-fail.html - 8 Reasons Why ECM Implementations Experience High Failure Rates, and What to Do About It (Jeetu Patel on http://aiim.typepad.com) and many other posts from the “8 things” series like http://aiim.typepad.com/aiim_blog/2010/02/8-ways-to-kill-your-ecm- project.html #ECMSuccess 7 Tuesday, May 1, 2012
  • 8. Success, Failure.. What are we REALLY talking about? What does #failure mean, what does #success mean, and how do you measure the success of your project? The simple answer (the Standish Group): • On Time, On Budget, On Spec! The “not so simple” indicators of project success: • Outcome of the project / business value / project stake holder satisfaction • Developer Satisfaction • User Satisfaction and User Experience #ECMSuccess 8 Tuesday, May 1, 2012
  • 9. Success, Failure.. What are we REALLY talking about? #ECMSuccess 9 Tuesday, May 1, 2012
  • 10. Technology Matters? If project success means: • On Time • On Budget • On Customer Expectations .....then success factors focus on methodology, process, organization and project management. BUT ... #ECMSuccess 10 Tuesday, May 1, 2012
  • 11. Technology Matters! If project success means all of the above, but also: • Better business efficiency and time to market, • Better control of cost, • Higher customer satisfaction, then technology is a key success factor. #ECMSuccess 11 Tuesday, May 1, 2012
  • 12. #AIIM Why ECM Projects Fail Reality Check from the Field Laurence Hart Chief Information Officer AIIM Tuesday, May 1, 2012
  • 13. About AIIM AIIM is the global community of information professionals. We provide the education, research and certification that information professionals need to manage and share information assets in an era of mobile, social, cloud and big data.  Community  Education  Research  Advocacy 65,000 Members Worldwide Tuesday, May 1, 2012
  • 15. Are They Failing?  66% of Information projects fail  My average is lower  Content Management Expert Paradox Tuesday, May 1, 2012
  • 16. Are They Failing?  66% of Information projects fail  My average is lower  Content Management Expert Paradox  Rarely the technology  People  Process Tuesday, May 1, 2012
  • 17. Why Do They Fail? Tuesday, May 1, 2012
  • 18. Why Do They Fail?  Lack of…  Planning  Communication  Innovation  Experience Tuesday, May 1, 2012
  • 19. Why Do They Fail?  Lack of…  Planning  Communication  Innovation  Experience  Technical issues  Design  Implementation Tuesday, May 1, 2012
  • 20. Why Do They Fail?  Lack of…  Planning  Communication  Innovation  Experience  Technical issues  Design  Implementation  Excessive scope Tuesday, May 1, 2012
  • 21. Technology’s Role in Success Tuesday, May 1, 2012
  • 22. Technology’s Role in Success  Systems can solve Everything but not Anything Tuesday, May 1, 2012
  • 23. Technology’s Role in Success  Systems can solve Everything but not Anything  Every system has perfect use case Tuesday, May 1, 2012
  • 24. Technology’s Role in Success  Systems can solve Everything but not Anything  Every system has perfect use case  Fit matters  Technical foundation  Cloud, hybrid, on premise  Commitment  Community  Platform Tuesday, May 1, 2012
  • 26. Technology vs. Requirements  Aligning is key Tuesday, May 1, 2012
  • 27. Technology vs. Requirements  Aligning is key  Prioritize requirements  Must haves  Sliding scale Tuesday, May 1, 2012
  • 28. Technology vs. Requirements  Aligning is key  Prioritize requirements  Must haves  Sliding scale  Right staff  Technical skills  Business understanding Tuesday, May 1, 2012
  • 30. Advice Before Starting  Get Help  Foundation of success  Two vendor approach  One project is not enough experience Tuesday, May 1, 2012
  • 31. Advice Before Starting  Get Help  Foundation of success  Two vendor approach  One project is not enough experience  Plan and revise Tuesday, May 1, 2012
  • 32. Advice Before Starting  Get Help  Foundation of success  Two vendor approach  One project is not enough experience  Plan and revise  Start small, finish big Tuesday, May 1, 2012
  • 33. Remember  Fit the technology to the business needs  Plan and manage to the plan  Communicate constantly  Experience matters Tuesday, May 1, 2012
  • 34. Technology Providers And ECM Project Success #ECMSuccess 34 Tuesday, May 1, 2012
  • 35. The Many Faces Of Content Management There is NO Enterprise Content Management Project that looks exactly like another one! http://marketing.blogs.nuxeo.com/2012/04/faces- content-management.html Corollary: There is no recipe that works for all projects in every situation. #ECMSuccess 35 Tuesday, May 1, 2012
  • 36. ... What is SUCCESS? What is FAILURE? My Take! #ECMSuccess 36 Tuesday, May 1, 2012
  • 37. User Experience? End User Project succes has a lot to do with user experience, but user experience in our case means: ECM • end user experience • developer experience • sys admin experience Development Operations #ECMSuccess 37 Tuesday, May 1, 2012
  • 38. Developing Content-centric Applications Vs. Using A Content Management Solution • Flexibility { What it takes to enable the • Scalability successful • Support for Standards development of content centric • Open Source code applications - • APIs A good • Tools developer experience • Apps • Community! #ECMSuccess 38 Tuesday, May 1, 2012
  • 39. Business Efficency? #ECMSuccess 39 Tuesday, May 1, 2012
  • 40. And That’s Also Why We Make Platforms... Time to Business effectiveness in using Market building, maintaining and using Frameworks applications enterprise Agility Lower TCO Platforms Frameworks Components Mono- lithic Business Solution Complexity #ECMSuccess 40 Tuesday, May 1, 2012
  • 41. A (real) Platform Can Help Your Project Success • Continuous Integration • Testing & QA • Proof of concept / Prototyping • Adapting to project changes • Integrations #ECMSuccess 41 Tuesday, May 1, 2012
  • 42. 6 Tips To Make Your ECM Project Succesful! Be agile Be iterative Be flexible Empower your developers Maintain control Ask for expert guidance and help And it’s all as much about technology as process! #ECMSuccess 42 Tuesday, May 1, 2012
  • 43. QUESTIONS? With #ECMSuccess 43 Tuesday, May 1, 2012