1. Breakouts-as-a-Webcast Series 2009
We hope you were able to join us for one of the ten spring regional user events. As promised, we have put together
a superset of live webcast sessions that represent all of the IBM breakouts that took place at the UserNet events.
The schedule of the sessions is as follows:
Central Mon Tue Wed Thur Fri
Time 7/13 7/14 7/15 7/16 7/17
Interact with your P8 repository directly from
11:30am Adding rich media to ECM? No problem! Update on IBM CM8 IBM FileNet P8 101
SharePoint
Get the Most out of your Enterprise Report
Records Management Overview and What is new in FileNet Content Manager 4.5
2:30pm Update
Using Imaging as a Springboard for ECM Management System: Expanding Content
and Workplace XT 1.1.3
Manager OnDemand!
7/20 7/21 7/22 7/23 7/24
11:30am Best Practices for P8 4.5 Installations
Collaboration and Content: How to leverage Auto Categorization of Email for Army
2:30pm your ECM assets using Quickr Records Management
7/27 7/28 7/29 7/30 7/31
Better Business Outcomes with ECM
Accelerate BPM with Visio Import, eForms,
11:30am ECM Solutions for SAP Discovery: Maximize the value of your ECM
and BPF
investments
IBM FileNet System Monitor - Proactive Extend the Value of BPM for Performance
2:30pm Compliant Information Management
monitoring of your entire ECM System
ECM Education Update
and Decision Management
8/3 8/4 8/5 8/6 8/7
Meeting the Legal Discovery Challenge with
11:30am What's New in BPM to Enable Agile ECM? IBM eDiscovery Solutions - Proactive, Agile,
Defensible
Managing Engineering Content in an ECM & Enterprise Mashups - bringing data Content Federation and Integration -
2:30pm Enterprise Content Management World and SOA to ECM applications Unlocking the Value of Distributed Content
8/10 8/11 8/12 8/13 8/14
11:30am Cost Saving Strategies for ECM Systems Enterprise Security and the P8 Platform IBM FileNet P8 4.5 Upgrades
IBM FileNet Records Manager Best
Accelerating Your Compliance Initiatives IBM Compliance Solution: How do I get Multlevel Security for Document Authoring
2:30pm with Advanced Content Classification
Practices for Successful File Plan
there from here? and Management
Configuration
8/17 8/18 8/19 8/20 8/21
ECM and Content Management Managing Content from the Microsoft
11:30am Interoperability Services (CMIS) Desktop
Content Collection and Archiving
Get the Most Out of Your Investment with
2:30pm ECM Support Update`
an ECM Shared Services Approach
Driving Down Costs Using Capture ADR
To register: Goto https://cpc.on.intercall.com/confmgr/. You will find the menu of breakouts sorted by date and
time. You may want to click on the ‘Title’ to sort them by title for easier review.
When registering you will need to create a login to Intercall. Click on ‘Register’ for the 1st breakout you would like to
attend and then ‘Register/Create Account’. Once you have done this, to register for any subsequent sessions is a
click away.
To make the registration process easy, we recommend
(1) Make the ‘username’ your email address
(2) The password has some rules that should be mentioned now. Passwords must be between 4 and 32 characters in
length and contain no spaces. They must include three of the following: uppercase, lowercase, numbers, or special
characters: @ $ % & _ - +.
Any questions, please contact Tom Rieger at tomrieger@us.ibm.com or dial 612-397-2031

2. 2009 IBM ECM Spring Regional UserNet Series
Breakout Session Information (sorted by Category and Title)
Category Breakout Speaker(s) Date/Time Summary
So you have a business process management system. Now what? Learn
Accelerate how to accelerate deployment of a total business solution in your
BPM with Visio 7/30 organization with IBM FileNet Business Process Manager using the IBM
Cindy FileNet Connector for Microsoft Visio, FileNet eForms, and FileNet
BPM Import, 11:30AM Business Process Framework. See firsthand how these tools extend the
Cheng
eForms, and Central powerful capabilities of the BPM Suite for content-centric processing by
BPF enabling you to rapidly implement essential business processes and robust
user interfaces that are key to your solution.
An BPMS enables process automation so your company stays lean,
Extend the effective, and efficient in this competitive economy. Are you taking it to the
Value of BPM next level to analyze performance, monitor operations, optimize the
7/30
for Cindy business, and leverage rules for decision management? Learn about
BPM 2:30PM Cognos Business Intelligence (BI), iLog Business Rules Management
Performance Cheng
Central (BRM), and how these solutions integrate with IBM FileNet Business
and Decision
Process Manager so you may extend the value of BPM for better
Management performance and more agile decision management.
Hear how business process management (BPM) and Service Oriented
Architecture (SOA) can help your company through this difficult economy
William 'Doc' and stay competitive globally. Learn how new capabilities in IBM FileNet
What's New in 8/4 BPM v.4.5 enables Agile Enterprise Content Management by providing an
Mills and
BPM BPM to Enable 11:30AM intuitive, collaborative tool for customers and partners to create extensible
Dave and configurable BPM solutions. See how BPM 4.5 leverages Web 2.0
Agile ECM? Central
Gomez mashups and widgets to delivers a compelling design experience,
increases appeals to business users, facilitate collaboration between IT and
business users, and shortens the time to build BPM applications.
Faced with an explosion of unstructured content, organizations are
increasingly striving to harness it through content collection and archival,
records management, and eDiscovery solutions. Yet when they do so, they
face adoption barriers as they discover that these new applications impose
significant end-user burden to classify and organize content at a cost of 17
Accelerating cents per document – a cost that quickly rises to hundreds of thousands of
Your dollars every year even for mid-sized organizations.
Compliance Compliance 8/10 Through its advanced classification methods, the IBM Classification Module
and Initiatives with Josh Payne 2:30PM shifts the intelligence and cost burden away from employees by automating
Discovery Advanced Central content-centric, daily categorization decisions via analysis of the full text of
Content documents and emails. Organizations can cut costs (from 17 cents to 1
cent per document classification) while simultaneously accelerating the rate
Classification at which new content-enabled applications harness the explosion of
unstructured content and provides returns on ECM investment. Learn more
about the IBM Classification Module, the latest improvements in version
8.6, and its critical role in IBM’s Compliant Information Management
framework.
Armed with the understanding that asking soldiers to understand records
Auto management and file their emails or documents appropriately, were not
Compliance Categorization 7/21 practical business practices, especially when the soldiers are in the middle
of combat. This brought them to the conclusion very quickly that a system
and of Email for Jon Dellaria 2:30PM needed to be put into place to achieve compliance without user interaction.
Discovery Army Records Central The Army Email/Records Management Pilot was conducted for the purpose
Management of testing & validating an email and records management solution that will
auto-identify Army emails for records declaration.
Your content assets are a competitive advantage. And it's critical to your
Better Business organization's success that you leverage that information in every business
activity. You've taken the first step by deploying IBM ECM content, process,
Outcomes with and compliance technologies. Now it's time to take the next step to extract
ECM maximum value and business advantage from those investments. In this
Compliance 7/29
Discovery: Aaron session you'll learn how IBM ECM's Discovery capabilities of automated
and 11:30AM classification, content analytics and search can help your business drive
Maximize the Brown
Discovery Central new revenue and reduce costs by augmenting existing ECM investments
value of your
and even linking them with business intelligence. You will learn how to
ECM drive deeper business understanding and visibility through content access,
investments classification, analysis and integration - embracing Agile ECM capabilities
to bridge the gap between your structured and unstructured information.
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3. 2009 IBM ECM Spring Regional UserNet Series
Do you have a clear compliance agenda and a roadmap that guides you
towards that agenda? Are you struggling with tactical compliance and
Compliance Compliant 7/27 eDiscovery solutions? And are you effectively leveraging and reusing
Michele
and Information 2:30PM electronically stored information? For an optimized compliance and
Kersey eDiscovery agenda, IBM’s Compliant Information Management solution
Discovery Management Central
delivers capabilities and a prescriptive approach to reduce complexity,
lower risk and cost, and improve business agility.
Today, many organizations’ needs have moved beyond the limited
business value of e-mail archiving to include file systems, Quickr,
Compliance Content 8/20 SharePoint, instant messages and other information. And, organizations
can’t just archive all of this content. They need more advanced
and Collection and Greg Young 11:30AM functionality, including advanced classification, to meet new legal
Discovery Archiving Central eDiscovery and records management requirements. Unlike tactical point
solutions, IBM solutions for Content Collection and Archiving support more
than e-mail, more than archiving, and are more than an isolated solution.
IBM
Compliance Compliance 8/12 IBM has recently released several new compliance products. What does
and Solution: How Terry Ellis 2:30PM this new solution look like, in what order should implementations occur, and
Discovery do I get there Central how do I get there from here?
from here?
IBM FileNet What does it take to implement a file plan in P8 Records Manager? We will
Records review the key elements of implementing a file plan in P8 Records Manager
Compliance Manager Best 8/11 by taking a look at some real-world examples and identifying some best
practices for creating a viable system configuration. Transforming a
and Practices for Terry Ellis 2:30PM documented record series or retention schedule into the essential
Discovery Successful File Central configuration elements of a file plan requires careful analysis of the record
Plan types to be managed, retention triggers, aggregation levels, method of
Configuration ingestion, and security schema.
Meeting the Electronic data preservation and discovery requirements have been
keeping legal and IT agendas busy. The staggering costs of non-
Legal compliance – high risk sanctions, damaged corporate reputations, and
Discovery more – are demanding proactive mitigation, while the ongoing costs of
Compliance Challenge with 8/5 responding to litigation are becoming unsustainable. As a result, corporate
Aaron
and IBM eDiscovery 11:30AM counsel, in conjunction with IT, are transforming their organizations to treat
Brown litigation response proactively, reducing needless firedrills and addressing
Discovery Solutions - Central
Proactive, consistency and responsiveness concerns. Learn about the IBM
eDiscovery strategy and how IBM ECM solutions can help you drive this
Agile, transformation, building a foundation for proactive eDiscovery while gaining
Defensible agility in responding to litigation.
Recent events have highlighted the need for organizations to get their
information under control and management. IBM continues to lead the
market with its Records Management applications delivering business
Records value including a compelling ROI. This session will educate you on the
Compliance 7/13
Management Frank importance of Records Management in supporting your compliance
and 2:30PM requirements and bring you up to date on some of our new features such
Overview and McGovern
Discovery Central as fully automated records disposition and Records Federation Services.
Update
We’ll also spend some time discussing with you some of our exciting new
initiatives we’ve undertaken with Iron Mountain, one of our strategic
partners.
Adding rich 7/14 Is 2009 the year when Digital Asset Management comes to the masses?
This session looks at 2 solutions for DAM on IBM ECM and demonstrates
Content media to ECM? Philip Page 11:30AM how adding support for video, audio and graphical images can be achieved
No problem! Central without disrupting your existing systems and users.
Best Practices 7/21
Eric Come here from the experts within engineering who bring tips, tricks and
Sys Admin for P8 4.5 11:30AM things to consider when upgrading to IBM FileNet P8 4.5
Fonkalsrud
Installations Central
In the current economy, organizations are investing in software solutions
that can deliver measurable reductions in cost and risk from their
Driving Down 8/20 operations. Capture Advanced Document Recognition (ADR) delivers
Reggie significant operational cost savings by using existing ECM infrastructure to
Content Costs Using 2:30PM
Twigg automate existing capture processes. Adding automation specifically
Capture ADR Central reduces document preparation and data entry costs, thereby improving
data quality and productivity with fewer resources. This session shows real
examples of how Capture ADR improves the overall business process,
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4. 2009 IBM ECM Spring Regional UserNet Series
enhances productivity and removes the highest single cost of ECM
operations. This session provides both case studies as well as detailed
product information and is appropriate for both business and technical
audiences.
7/28 This session will provide an overview of the IBM ECM solution integration
ECM Solutions Andy
Content 11:30AM for SAP customers. We will cover the solution integration for both IBM CM
for SAP Stalnecker and FileNet customers. We will also review the current roadmap.
Central
Enterprise 8/12 This presentation will review how the P8 platform fits into an organization's
Jay Enterprise Security architecture. I will discuss enterprise security in general
Content Security and 11:30AM and different options available with the P8 Platform to support an
Devaney
the P8 Platform Central organization's security requirements.
Get the Most
out of your Managing enterprise report data is critical to customers being able to
Enterprise manage cost, increase customer satisfaction and provide a broad range of
Report services in managing both 'front' and 'back' office applications. Customer
7/15 requirements have expanded beyond the core function of 'COLD'
Management Louise
Content 2:30PM applications. The announcement of CMOD 8.4.1 allows you to greatly
System: Hawley expand the use of your current system and/or add additional functionality to
Central
Expanding your IBM FileNet P8 installation. Included in the presentation will be a high
Content level technical architecture discussion, customer success stories, how one
Manager can obtain ROI and what’s new.
OnDemand!
IM, CM, CFS, CE, PE, IMAE, AE - what do they all mean? What do I do
7/16 with my current applications if I go to P8? Is Image Services going away?
IBM FileNet P8
Content Greg Crowl 11:30AM How about Content Services? How do I get all my documents into P8? How
101 do I make everything work together? What about security? This session will
Central
answer your P8 questions in a simple, easy to understand way.
The engineering team will present the capabilities of the new Office 2007
integration called "Application Integration BCS". This product release
Managing provides a seamless integration to the content managed by the FileNet P8
8/19 repository allowing Microsoft Office end users the ability to work with their
Content from Kristin
Content 11:30AM ECM managed documents without leaving their Office applications.
the Microsoft Vogele Additionally, the team will present IBM FileNet Connectors for SharePoint
Central
Desktop Web Parts. With the FileNet web parts, SharePoint users have access to
work with their ECM managed documents from within the native SharePoint
user interface.
Although Enterprise Content Management has come to the desktop and is
Managing now utilized by almost all constituents in the enterprise, Engineering
Engineering documentation and drawings have special characteristics and complex
Content in an inter-relationships. Engineering has had to invest in "departmental"
Tom 8/3 2:30PM solutions, often heavily customized to meet their specific requirements. As
Content Enterprise a result, engineering, although critical to the business, creates "silos" of
Marshall Central
Content information that are often poorly linked to the rest of the enterprise. Learn
Management how you can leverage your current ECM platform to provide a single source
World of engineering, design, decision and commercial information for any given
operational asset or engineering project.
7/15 This session will look at what's new with IBM Content Manager: recent
Update on IBM
Content Amit Saha 11:30AM enhancements in Content Manager V8.4 for Linux, UNIX, Windows and
CM8 z/OS.
Central
You already have an IBM FileNet Imaging product - may have for a few
Using Imaging years. But now you're wondering how you can build on document imaging,
7/14 by adding Records Management, Email Management, Business Process
as a
Content Philip Page 2:30PM Management, or all of them. Can I keep the systems I have in place now, or
Springboard for do I need to throw everything out and migrate to something new? This
Central
ECM session covers the new releases of IBM's Imaging solutions, and examines
the options for building upon them.
What is new in
FileNet Content 7/16 Basic Content Services, Microsoft Office Integration, support for DITA and
the new Workplace XT - a lot of new capabilities as well as many
Content Manager 4.5 Ben Antin 2:30PM improvements on installation and configuration are part of the latest FileNet
and Workplace Central Content Manager 4.5 release.
XT 1.1.3
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5. 2009 IBM ECM Spring Regional UserNet Series
Collaboration tools are becoming an integral part in our personal and
corporate. We know that much of collaboration is communication about
content within a community of interest. During this session, we will share
Collaboration how social software can impact your organization. Additionally, you will
and Content: learn how you can leverage your ECM systems to take advantage of these
7/20 emerging methods of communications and allow these important assets to
How to Louis
Content 2:30PM play a strategic role in your corporate collaboration environment. Lotus
leverage your Richardson Quickr serves as the "bridge between content and collaboration", You'll see
Central
ECM assets how Quickr makes it possible to access people's profiles (Lotus
using Quickr Connections) to see who the author is...and if they are a credible source.
You'll also see how Quickr's integration with instant messaging (Lotus
Sametime), provides you have immediate access to answers about the
content by allowing you to chat directly with the author.
Companies need a way to effectively manage unstructured content held in
multiple disparate repositories without being forced into content migrations.
Content IBM puts customers back in charge by enabling them to manage content in
Federation and place using IBM’s content federation and integration offerings. New
Integration - Todd packaging changes make this easier and less expensive than ever before.
8/5 2:30
Content Unlocking the Goodykoont
PM Central Join Robert to learn about the content federation services capabilities now
Value of z
Distributed available within IBM FileNet Content Manager, and about IBM Content
Integrator (previously known as IICE). Whether your strategy is to
Content standardize on P8 or to expand in an IBM CM8-centric strategy, this
session will explain the latest federation and integration solutions provided.
The goal of delivering information where and when needed has taken a
ECM & large step forward with SOA, but the reality of mixing structured and
Enterprise unstructured information in context of an end business user's need remains
Mashups - more of a goal than reality for most organizations. This session will discuss
Tom 8/4 2:30
Content bringing data best practices about how to get started on providing this information in
Deutsch PM Central context of the business need without requiring new developer resources or
and SOA to
ECM long lived projects. Both the technical and organization challenges to
implementation of this blended view of information will be discussed. A
applications LIVE DEMO WILL BE PROVIDED.
ECM and Content Management Interoperability Services (CMIS) is an industry wide
Content services based standard that is being worked on by IBM, Microsoft, EMC
8/18 and other companies. We will talk about the standard during this session -
Management
Sys Admin Al Brown 11:30AM the need for it, benefits to customers and what IBM/ECM is doing to
Interoperability support this standard. We will also be demonstrating an early version
Central
Services prototype implementation that conveys interoperability between various
(CMIS) back-end repository
This session will describe and demonstrate IBM's SharePoint Connectors.
Interact with You will see how SharePoint documents can be automatically moved to the
your P8 7/17 P8 repository based on criteria defined by your administrator. We will also
Jeff
Content repository 11:30AM demonstrate the use of IBM provided web parts to enable your SharePoint
Peterman UI to interact with P8 content. See how you can edit, search, and add
directly from Central
SharePoint content to P8 from a SharePoint UI, as well as how BPM work queues can
be made available to the SharePoint user.
This session will provide planning recommendations for upgrading from
8/13 IBM FileNet P8 3.5/4.0 software installations to the most current IBM
IBM FileNet P8 Doyle FileNet P8 4.5 release. ECM Lab Services will discuss its four-phased
Sys Admin 11:30AM approach towards planning and executing your upgrade. Discussions will
4.5 Upgrades Wilson
Central include documenting system parameters, upgrade plan development,
software installation & configuration, and functionality testing.
Cost Saving 8/11 Many customers have used ECM Platform Services to make modifications
to their systems resulting in significant cost savings. Come learn how you
Content Strategies for Jerry Dattilo 11:30AM can utilize similar strategies for your business. This session will provide real
ECM Systems Central world customer examples and best practices..
This session will provide an update on what's new with ECM Education
7/29 including our newest courses (FileNet P8 4.5 and new product training),
ECM Education Czar delivery methods, learning tools, and savings plans that can help you
Service 2:30PM maximize the value of your ECM systems. Additionally, we will answer your
Update Barraza
Central questions and provide specific training recommendations for you and your
team.
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6. 2009 IBM ECM Spring Regional UserNet Series
8/18
Service ECM Support Eric Vonheim 2:30PM Come and hear of all the ways customers can best utilize the support
Update` Central organization
IBM FileNet Explore the latest possibilities for Proactive System Monitoring using IBM
System Monitor FileNet System Monitor. This session will feature new functionality
7/28 including the JMX and FileNet listener browsers, and will explore the
- Proactive
Sys Admin Steven Bass 2:30PM myriad of possibilities available for performance tuning your ECM platform
monitoring of with all of the parameters exposed to this unique tool. IBM FileNet System
Central
your entire Monitor now offers support for the P8 4.5, Content Manager 8.4.1, and
ECM System Oracle 11 databases. Come see what's new for 2009!
IBM and its partners are preparing a proof of concept to address the
secure portion marking of documents along with securing the access of
Multlevel the information while protecting the information at rest at a very
Security for 8/13 granular level (XML element level). The POC incorporates three
Sys Admin Document Rick Nickell 2:30PM components: Quark Xpress Classification Marking Tool for XML
Authoring and Central documents; IBM FileNet for secure content management (including
Management exploiting the CAPCO-compliant security markings feature integrated
with the Quark tool), and ERUCES (IBM Business Partner) for
encrypting XML elements in XML documents.
Page 6 of 7