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Building a Global View of
Your Data




 Dick Weisinger
 dweisinger@formtek.com
 Twitter: @DickAtFormtek

 May 20, 2010              Gilbane SF 2010
Agenda
A   d

   Introduction
   Why Content is Important for Businesses
   Challenges of Managing Content
   Content as a Service (CaaS)
   CMIS: a new standard to access content
    – History
    – Use Cases
Who
Wh am I?
   Dick Weisinger
   Vice President and
    Chief Technologist, Formtek, Inc
                    g ,           ,
   20+ years of experience in Content, Document,
    Image, and Records Management
        g ,                    g
   Regular blogger at
    http://www.formtek.com/blog
    http://keytocontent.blogspot.com
Formtek?
F   t k?
   An ECM software and services company
   Experts in general ECM and CM space
   Expertise in engineering data management
   Formtek Orion ECM Software
   Alfresco Gold Integration Partner
                      g
    – Largest privately-owned Open Source Company
    – Sharepoint-like Collaboration Features
    – First Implementation of CMIS 1.0 Standard
High Q lit I f
Hi h Quality Information
                    ti
   Can help Businesses:
    – Make Better Decisions
    – Serve Customers Better
    – Gain Competitive Advantage


                                   Business Intelligence is the #1 priority of 1500 CEOs
                                     Gartner, 2009




      From www.foresightwm.co.uk
85% of organizations say Information is a
strategic Business Asset.

95% of organizations say Information is
essential to Business Success.

Forbes survey: Managing Information in the Enterprise, April 2010
Ackoff’s
A k ff’ DIKW Hi
             Hierarchy
                    h
  1989

                                           Strategy
                  Content grounds the     Intelligence
         Wisdom
                  Business Intelligence
                                  g         Content
                  Pyramid                 CIS Pyramid

   Knowledge

   Information
                              Content
         Data
Content i Ki
C t t is King




         Source: Wikimedia Commons
The Problem
Th P bl
   Content is a Vital Asset to Businesses

    But…

   Problem: Content is too hard
    – Too Hard to Find
    – Too Hard to Access
    – And.. Much much too much of it
Barriers to Unifying Content
B   i    t U if i    C t t
   Findability
    – 62% say findability is “imperative or
      significant” to their business success – AIIM
    – Half say they can’t find the data they need –
      Forrester Research
    – 72% of business users say they can find
      content easier on the internet than within
      their enterprise – AIIM
    – 80% of a BI projects revolves around content
      integration – finding, identifying and profiling
      – Forrester Research
Barriers to Unifying Content
B   i    t U if i    C t t
   Accessibility
    – Content is often siloed across multiple
      systems, repositories, and spreadsheets
Barriers to Unifying Content
B   i    t U if i    C t t
   Content Growth
    – Enterprise data volume doubles every 18
      months – Gartner Research / IDC
If HP knew what HP knows we
                     knows,
    would be three times as
          profitable.
              fit bl

           -- Lew Platt
  Former CEO of Hewlett-Packard
The Network is the Computer
       -- Sun Microsystems




The Network is the Content
Content R id
C t t Resides in Repositories
              i R     it i

                                   Storage


         Capture
                               Full-Text Indexes


                                   Metadata
         Storage

         Security
                y
                                    Volume



                    Services
Multiple R
M lti l Repositories
             it i
                       >6




         DM     WCM
Application Repositories
A li ti     R    it i
   Often the application is inseparable from
    the data repository
Social Media R
S i l M di Repositories
                it i




     Wiki
       k                Blog
                        Bl            Collaboration
                                      C ll b   ti




      Social Networks          Microblogging
The Cloud
Th Cl d & H b id S t
          Hybrid Systems
Siloed Content
Sil d C t t
   Structured Data (Database)
   Unstructured Data
   Communication Streams
   Social Media Streams
   Enterprise Applications
   Cloud Applications

                                 Photo by ZoomZoom (Flickr)
Data F
D t Fragmentation
           t ti
   Multiple Repositories
   Inconsistencies
   Duplication




                            Photo by horiavarlan (Flickr)
Master D t M
M t Data Management
                  t
   Data Dictionary
     – Common Vocabulary
     – Single Version of Truth
          g
   Data Centralized in a Hub
     – MDM Registry Repository                         Source: flickr: torisan3500


   Needs to be On-going
     – Once and Done == Failure

Average G5000 company spend on an MDM project is $5.2 million over 12-24 months
  -- The MDM Institute
Data Vi t li ti
D t Virtualization
    Content as a Service (CaaS)
    Logical, Single Virtual View of Content
    Map of Trusted Data Sources
     – Like a GPS Locater for the Enterprise
    Success depends on Governance




                                               Source: fli k aburt
                                               S       flickr: b t
OASIS Standard as of
                            April 30, 2010




Content Management Interoperability Services
           “SQL for Document Management”
What i
Wh t is CMIS?
   Content Management Interoperability Services
    – Defines a lowest-denominator CM capability set
       • Objects Supported
         –   Documents
         –   Folders
         –   Relationships [Source -> Target Object]
         –   Policies [eg ACL or retention management policies]
                       [eg.,
    – A single application works identically with content
      from any CMIS vendor
    – Uses SOAP or (AtomPub) REST web services
CMIS Timeline
      Ti  li

iECM sees need         CMIS announced and      CMIS 1.0 ratified.
for new standard        released to OASIS      Work on 1.0+ begins



    2005      2006       2007    2008       2009      2010

        EMC, IBM, Microsoft           CMIS 1.0 released
        begin development            for public comment
                                         p
Use Cases:
Mash-Up / Aggregation
 Examples
  –   Data Virtualization
  –   Business Intelligence
                      g
  –   Mashups / Portals
  –   Dashboards
  –   Federated Search
  –   eDiscovery
  –   Workflow
      W kfl
http://www.aiim-iecm.org/
Thomas Pole and Laurence Hart
Use Cases:
Inter-Repository

                      Federated
                       Records
                       Management
                      Publish to Web
                      Master Data Mgmt
                      Migration Tool
Use Cases:
Write Once, Run Anywhere
 A single software app / extension
    – Portable to work with any CMIS repository
    – No need to learn proprietary CMS API
                       p p       y
   Examples
    – Content-enabled Enterprise Applications
      • ERP, BPM, CRM
    – Vertical Applications
      •   Case Management
      •   Collaboration
      •   Electronic Health Records
      •   Plugin to Office Suite
CMIS Si hti
     Sightings
   Microsoft SharePoint Connector (June 2010)
   Alfresco Share Connector (Available Now)
    – Alfresco + (Lotus/Quickr | Drupal | Joomla)
   Nuxeo CMIS-enabled Digital Asset Mgmt
   Clients: Android, Firefox Flex/AIR, …
             Android Firefox, Flex/AIR
   Also Exo, Day, Jahia, WeWebU, …
Post
P t CMIS 1.0: Uncharted
         10 U h t d
   Business Process Management, Workflow
   Web Content Management
   Digital Asset Management
    – Streaming
   Records Management Compliance
            Management,
   Metadata: Aspects
   Browser Binding
    – JSON
   …
CMIS R
     Resources
   OASIS CMIS documentation
     http://www.oasis-open.org/committees/cmis/

   G ba e G oup eaco s epo t
    Gilbane Group Beacons Report
    – CMIS – Addressing Contemporary
      Requirements for Content Integration
      http://gilbane.com/beacons.html
      htt // ilb        /b       ht l
   CMIS Chemistry Project
    – http://wiki apache org/incubator/ChemistryProposal
      http://wiki.apache.org/incubator/ChemistryProposal
Summary
   The Network is the Content
   Business Information is Siloed
   Develop a Common Vocabulary
   Expose Content as Services (CaaS)
   Use a Standard Interface for Content
    Services-- CMIS!
    – It will help make it easier to unite separated
      Content repositories
Thank You!
Th k Y !

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Building a Global View of Your Data with CMIS

  • 1. Building a Global View of Your Data Dick Weisinger dweisinger@formtek.com Twitter: @DickAtFormtek May 20, 2010 Gilbane SF 2010
  • 2. Agenda A d  Introduction  Why Content is Important for Businesses  Challenges of Managing Content  Content as a Service (CaaS)  CMIS: a new standard to access content – History – Use Cases
  • 3. Who Wh am I?  Dick Weisinger  Vice President and Chief Technologist, Formtek, Inc g , ,  20+ years of experience in Content, Document, Image, and Records Management g , g  Regular blogger at http://www.formtek.com/blog http://keytocontent.blogspot.com
  • 4. Formtek? F t k?  An ECM software and services company  Experts in general ECM and CM space  Expertise in engineering data management  Formtek Orion ECM Software  Alfresco Gold Integration Partner g – Largest privately-owned Open Source Company – Sharepoint-like Collaboration Features – First Implementation of CMIS 1.0 Standard
  • 5. High Q lit I f Hi h Quality Information ti  Can help Businesses: – Make Better Decisions – Serve Customers Better – Gain Competitive Advantage Business Intelligence is the #1 priority of 1500 CEOs Gartner, 2009 From www.foresightwm.co.uk
  • 6. 85% of organizations say Information is a strategic Business Asset. 95% of organizations say Information is essential to Business Success. Forbes survey: Managing Information in the Enterprise, April 2010
  • 7. Ackoff’s A k ff’ DIKW Hi Hierarchy h 1989 Strategy Content grounds the Intelligence Wisdom Business Intelligence g Content Pyramid CIS Pyramid Knowledge Information Content Data
  • 8. Content i Ki C t t is King Source: Wikimedia Commons
  • 9. The Problem Th P bl  Content is a Vital Asset to Businesses But…  Problem: Content is too hard – Too Hard to Find – Too Hard to Access – And.. Much much too much of it
  • 10. Barriers to Unifying Content B i t U if i C t t  Findability – 62% say findability is “imperative or significant” to their business success – AIIM – Half say they can’t find the data they need – Forrester Research – 72% of business users say they can find content easier on the internet than within their enterprise – AIIM – 80% of a BI projects revolves around content integration – finding, identifying and profiling – Forrester Research
  • 11. Barriers to Unifying Content B i t U if i C t t  Accessibility – Content is often siloed across multiple systems, repositories, and spreadsheets
  • 12. Barriers to Unifying Content B i t U if i C t t  Content Growth – Enterprise data volume doubles every 18 months – Gartner Research / IDC
  • 13. If HP knew what HP knows we knows, would be three times as profitable. fit bl -- Lew Platt Former CEO of Hewlett-Packard
  • 14. The Network is the Computer -- Sun Microsystems The Network is the Content
  • 15. Content R id C t t Resides in Repositories i R it i Storage Capture Full-Text Indexes Metadata Storage Security y Volume Services
  • 16. Multiple R M lti l Repositories it i >6 DM WCM
  • 17. Application Repositories A li ti R it i  Often the application is inseparable from the data repository
  • 18. Social Media R S i l M di Repositories it i Wiki k Blog Bl Collaboration C ll b ti Social Networks Microblogging
  • 19. The Cloud Th Cl d & H b id S t Hybrid Systems
  • 20. Siloed Content Sil d C t t  Structured Data (Database)  Unstructured Data  Communication Streams  Social Media Streams  Enterprise Applications  Cloud Applications Photo by ZoomZoom (Flickr)
  • 21. Data F D t Fragmentation t ti  Multiple Repositories  Inconsistencies  Duplication Photo by horiavarlan (Flickr)
  • 22. Master D t M M t Data Management t  Data Dictionary – Common Vocabulary – Single Version of Truth g  Data Centralized in a Hub – MDM Registry Repository Source: flickr: torisan3500  Needs to be On-going – Once and Done == Failure Average G5000 company spend on an MDM project is $5.2 million over 12-24 months -- The MDM Institute
  • 23. Data Vi t li ti D t Virtualization  Content as a Service (CaaS)  Logical, Single Virtual View of Content  Map of Trusted Data Sources – Like a GPS Locater for the Enterprise  Success depends on Governance Source: fli k aburt S flickr: b t
  • 24. OASIS Standard as of April 30, 2010 Content Management Interoperability Services “SQL for Document Management”
  • 25. What i Wh t is CMIS?  Content Management Interoperability Services – Defines a lowest-denominator CM capability set • Objects Supported – Documents – Folders – Relationships [Source -> Target Object] – Policies [eg ACL or retention management policies] [eg., – A single application works identically with content from any CMIS vendor – Uses SOAP or (AtomPub) REST web services
  • 26. CMIS Timeline Ti li iECM sees need CMIS announced and CMIS 1.0 ratified. for new standard released to OASIS Work on 1.0+ begins 2005 2006 2007 2008 2009 2010 EMC, IBM, Microsoft CMIS 1.0 released begin development for public comment p
  • 27. Use Cases: Mash-Up / Aggregation  Examples – Data Virtualization – Business Intelligence g – Mashups / Portals – Dashboards – Federated Search – eDiscovery – Workflow W kfl
  • 29. Use Cases: Inter-Repository  Federated Records Management  Publish to Web  Master Data Mgmt  Migration Tool
  • 30. Use Cases: Write Once, Run Anywhere  A single software app / extension – Portable to work with any CMIS repository – No need to learn proprietary CMS API p p y  Examples – Content-enabled Enterprise Applications • ERP, BPM, CRM – Vertical Applications • Case Management • Collaboration • Electronic Health Records • Plugin to Office Suite
  • 31. CMIS Si hti Sightings  Microsoft SharePoint Connector (June 2010)  Alfresco Share Connector (Available Now) – Alfresco + (Lotus/Quickr | Drupal | Joomla)  Nuxeo CMIS-enabled Digital Asset Mgmt  Clients: Android, Firefox Flex/AIR, … Android Firefox, Flex/AIR  Also Exo, Day, Jahia, WeWebU, …
  • 32. Post P t CMIS 1.0: Uncharted 10 U h t d  Business Process Management, Workflow  Web Content Management  Digital Asset Management – Streaming  Records Management Compliance Management,  Metadata: Aspects  Browser Binding – JSON  …
  • 33. CMIS R Resources  OASIS CMIS documentation http://www.oasis-open.org/committees/cmis/  G ba e G oup eaco s epo t Gilbane Group Beacons Report – CMIS – Addressing Contemporary Requirements for Content Integration http://gilbane.com/beacons.html htt // ilb /b ht l  CMIS Chemistry Project – http://wiki apache org/incubator/ChemistryProposal http://wiki.apache.org/incubator/ChemistryProposal
  • 34. Summary  The Network is the Content  Business Information is Siloed  Develop a Common Vocabulary  Expose Content as Services (CaaS)  Use a Standard Interface for Content Services-- CMIS! – It will help make it easier to unite separated Content repositories