Alison Clarke

Alison Clarke
I'm the Product Marketing lead for OpenText ECM products such as Content Suite Platform and Content Server. I'm passionate about helping customers find new ways to distill value from information, making end-users and teams more productive with ECM-enabled solutions.

ECM Success in the Real World, Part 3: Information Governance

Information Governance

If I were to pare it right down, there are only a handful of sure things when it comes to Information Governance (InfoGov): Every organization needs effective InfoGov. The odds of success are stacked against you without complete control of your information. It’s your most valuable asset. Every organization’s ideal InfoGov recipe is different. Depending on its sector, culture, infrastructure and other factors, each enterprise requires unique ingredients. We can all name some of the general governance concerns: Banks and privacy, Pharma and compliance, Tech and intellectual property, etc. But also factor in mature companies with established systems versus start-ups just developing their core policies. And don’t forget varying employee demographics. The combinations are endless. Every organization is struggling to achieve their InfoGov goals. It’s not just you. The influence of digital technologies on every aspect of the enterprise has redefined and reinvented the creation and flow of information like nothing before. And this is just the beginning of the disruptions to come. We hear about that last bullet a lot. Enterprises are seeing that the InfoGov models they’ve been using for years no longer work. Business applications have changed, the people using them have changed, the use cases for the information involved have changed. About the only thing that hasn’t changed for most organizations is the legacy ECM platform they’re employing to try and manage this new environment — a system most likely implemented years ago as a labor-intensive, one-way repository for information storage. It’s just not enough for today’s business needs. It’s Time to Rethink ECM’s Role in Your Information Governance Strategy Over the past year at events like Enterprise World, I’ve been having conversations with customers and industry leaders about how a new generation of ECM technologies offers an attainable solution to meeting today’s InfoGov needs. Advances in technology now mean ECM solutions have the ability to create a cross-enterprise information grid that integrates into processes and seamlessly aggregates and distributes information to the people that need it. It’s a massive step-change in information management, resulting in huge gains in productivity. And it also means InfoGov policies and practices can be extended to information generated in almost every corner of the enterprise—from social to ERP, BPM, HCM, SCM, CEM, CRM, and just about every other acronym you can think of. The key to fully understanding the potential of this new approach really means a wholesale reset of the concept of ECM—casting aside outdated perceptions to redefine the role of ECM in your organization and what success with ECM can mean. It’s a lot to digest, and hard for some practitioners to even visualize. As with most other things, I’ve seen that real-world success stories and examples help people relate. A great resource right now is the IGI Snapshots series, a compilation of five, unique stories that outline how different enterprises are approaching modern InfoGov, everything from planning through to learnings and insights. Most importantly, they show what’s possible if stakeholders adopt a new approach to ECM. Take a few minutes and let the case studies here inspire your InfoGov thought process. Then explore how OpenText Information Governance solutions can bring it to reality.

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ECM Show and Tell at Enterprise World 2016

Enterprise World

We’re closing in on two months since we unveiled the most significant release in the history of OpenText, including, of course, a powerful new version of OpenText™ Content Suite 16. After a busy few months with the ECM product team doing the ‘CS16 show and tell’ via the OT Live webinar series, our next stop is in-the-flesh in Nashville at Enterprise World 2016. Following so closely on the heels of the Release 16 launch, this year’s event is going to have a special vibe: There’ll be less, “Let’s talk about what’s coming!” and a lot more, “Let see how to leverage what’s here!” But, of course, we aren’t the only ones participating in a little ‘show and tell’ at Enterprise World. This conference is truly a gathering of the top minds in ECM—including those of you who work with the OpenText ECM solutions every day! Here are a few things on the ‘not to be missed’ list: On the more formal side, we have a wealth of Customer Panel Breakouts this year including ECM-232, A Discussion on Upgrading to Content Suite 16; ECM-233 Real World Stories of Transforming through ECM; and ECM-226, Harnessing the Cloud to Amplify the Value of ECM. Upgrading to Release 16 and Content Suite 16 is a strategic move to fast-track your digital transformation. To set you off on the right path, the OpenText Services Experts will be on hand helping you leave the event with a concrete plan of action specific to your organization. Read Bob Schindelar’s recent blog post on making the most of the OpenText Professional Services resources on hand at the event. If there’s one thing I hear every year when we ask you about the best part of the conference, it’s the opportunity to spend face-time with your peers exchanging ideas and experiences. As with previous events, the ECM product experts will be your hosts in the Content Theater where we’ll help you experience and test drive the new features. The kicker, there’s really no better place for firing up an impromptu conversation on the topic than the Content Theater. The cross-pollination of ideas here is priceless! So, to kick off the build-up to Enterprise World and help drive home that, by attending, you are also taking a driver’s seat in defining the future of ECM, I’m going to suggest we all do a little homework to bump up our knowledge of the rapidly evolving ECM landscape. I encourage you to read a few of the most recent reports by the respected industry analysts who spend their careers scrutinizing what we all mean when we talk about how digital disruption is transforming information management. Here are a few findings from key ECM analysts’ latest reports: In 2015, Forrester split their ECM Wave into two distinct reports to better address the use cases most organizations are adopting for ECM. Supporting the ECM value of process productivity, the Forrester Wave: ECM Transactional Content Services, Q3 2015 cited OpenText for having the broadest backbone for embedding ECM in enterprise applications. In this report Forrester commented “We also like OpenText’s vision for the ‘connected workspace,’ which organizes unstructured information, folders, tasks, and milestones. This allows transactional workers to swarm a customer exception with social, collaboration, and ECM capabilities.” And on the personal productivity side of the house, the Forrester Wave: ECM Business Content Services, Q3 2015 commended OpenText for investing in secure file-sharing, synchronization, and team collaboration. Gartner sees a similar shift in the use cases for enterprise content management with transactional content management, compliance, and digital workplace scenarios taking precedence amongst their clients. In the 2015 Gartner Magic Quadrant for ECM our efforts in both process productivity and control are lauded with Gartner calling our offering “a strong option for businesses looking for solid ECM functionality to address information governance requirements,” while highlighting our strong technical partnerships with SAP®, Microsoft®, and Oracle®. And in the Gartner Critical Capabilities for Enterprise Content Management: Compliance and Records Management OpenText scored the highest of any vendor on Trusted System of Record, Regulatory Compliance, and Long-Term Digital Preservation. Other analysts also are weighing in on the role of ECM in the path to digital transformation. Ovum Decision Matrix: Selecting an Enterprise Content Management Solution, 2015–16 our ECM portfolio was called “one of the most comprehensive” with capabilities in every category of ECM. Nucleus Research ECM Technology Value Matrix 2015: Liked our “wide range of functionality with tight integration, making the transfer of information between different products or applications much smoother.” Info Tech Content and Email Archiving Vendor Landscape states that OpenText has the “most comprehensive solution in the landscape due largely to the traditional content management strengths of the vendor” and particularly called out our “wide set of deployment and management settings to deal with complex data sovereignty and compliance issues.” Does that get you in the mood for a trip to the music city? Don’t worry about packing those cowboy boots, we know it’s kind of hot in July so come see us in the Content Theater and we’ll dress you up right for the week. We’re all excited to talk more with you about the new roster of OpenText Content Suite solutions so remember to pack light, register to attend Enterprise World and we’ll see you in a few weeks!

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Next Generation OpenText Content Suite is Here…You Won’t Look at ECM the Same Way Again

Content Server

Re-thinking ECM Drives Personal and Process Productivity as well as Control It’s happened. Last month saw the release of major upgrades to the OpenText product line, including an incredible new version of OpenText™ Content Suite. Together they represent the most ambitious, extensive launch in OpenText history. Nothing has even come close to this in my eight years with the company and I have to say, it’s a pretty exciting milestone! Of course, I’m most excited about the powerful new edition of Content Suite. Its most important innovations — huge advances in functionality and usability — are inspired by a whole new way of thinking about ECM, its role in the enterprise, and the way knowledge workers interact with, and use information. What’s led to this step change? Take a look around your own office and the answers become clear. People Processes Governance The demographic make-up of our co-workers is tilting toward the digital-native generation, a cohort that’s come of age with simple, instant access to the information they want, whenever and wherever they want it. And they expect to work the same way; they’re mobile, agile, and instantly responsive. As you’ve probably experienced, most organizations are poorly equipped to meet this new approach to sharing, collaborating, and innovating. Used to be, phone calls, faxes, and eventually email provided 99% of the information flow you needed to do your job. Not any more. Digital information is flooding the enterprise in exploding volumes, from ever-diversifying sources. Data generated by everything from social media to the supply chain constitutes an organization’s most valuable asset, if they can use it properly. There’s a critical need to seamlessly integrate, aggregate, and correlate this information to extract full value from it, as well as the people and processes that create it. Unfortunately, working with huge pools of data has a dark side. Digital information’s key strength — mobility— has led to regular data breach headlines. Countless employees put employers at risk every day by transferring intellectual property to unsanctioned, ungoverned apps for easy access. In a world of increasingly complex and far-reaching security, privacy, and compliance requirements, organizations struggle to maintain control over their information with outdated tools, inadequate oversight, and labor-intensive practices.   Content Suite 16 is purpose-built to help organizations solve all these problems. It’s not just a re-launch of our ECM platform, it’s a complete re-think of the purpose and function of ECM within enterprises as they transform to become fully digital. By building on its traditional strengths as guardian, bond, and organizer of information with new usability and integration functionality, Content Suite shifts the focus of ECM toward creating an enterprise-wide information backbone that places people before technology. It can now bridge previously isolated silos and distribute information effortlessly to drive productivity and oversight in three inter-connected areas: Personal Productivity Users want to access, share, and collaborate on business content in the same seamless, simple ways they connect with each other in their private lives. Content Suite 16 creates this environment. With OpenText™ Tempo Box and OpenText™ Core, organizations can finally foster frictionless synch-and-share collaboration on both sides of the firewall in a fully governed ECM environment. Users work the way they want, on their own terms, anytime, anywhere, underpinned by an ECM safety net that manages everything from version control to auditing to application of meta-tags. Content Suite 16 also introduces a new user interface, one that provides a cohesive personal experience tailored to each individual user. Everything related to a subject can be personalized and presented in a simple format based on the user’s role and device. As an example, here’s an insurance industry use case: Through one easy-to-master interface, users can see everything they need to in relation to a claim — account information, completed claim form, feeds from the adjustor in the field, in-line communication from across the company, task lists, and more. All compiled, connected, and shared through Content Suite. Process Productivity In the digital era, we’ve digitized enterprise processes but not done a very good job of connecting them to each other. The information they produce is usually stored in a siloed repository aligned to the process. It’s usually hard to access, difficult to govern, and almost impossible for the business to use effectively. The Extended ECM capabilities of Content Suite eliminate this. They integrate ECM into the lead applications that produce this data (SAP®, Oracle®, Microsoft® and others), connecting silos to aggregate related information and present the full picture of any instance. With ECM fully embedded in the process, governance policies and classification tags can now be automatically applied right at the source. Users are spared from doing the dirty work, yet benefit from the results. Imagine a use case where a user with a decision to make doesn’t even leave the application they’re working in to access the contract, inventory reports, sales figures, and email communication related to a supplier. Think of the increased efficiency, insight, and throughput. It’s all possible now. Control Having all this newly accessible information available to be usedin innovative, far-reaching ways actually creates more risk and inefficiency if proper governance and control isn’t consistently applied at all points. Analysts have always considered information governance to be one of Content Suite’s competitive strengths and Content Suite 16 improves on that. The key is in the ability to integrate governance best practices into both personal and process information flows without impeding productivity. Personal Productivity content — the high-volume, wildly unpredictable result of day-to-day collaboration and creation — is notorious for being high-risk while resisting oversight. Content Suite 16 introduces new capabilities to transparently capture content as it’s created in applications like file synch and share, email, and SharePoint® and automatically apply retention and security policies based on machine learning. Process Productivity data — critical to continuity and records management — can now be automatically classified, tagged, and aggregated behind the scenes as soon as it’s generated. It’s inducted into the enterprise information lifecycle for effortless discovery and use by records managers, legal teams, and LOB leaders. OpenText Content Suite is the Future of ECM Content Suite redefines the role of ECM in the digital enterprise. It creates a seamless cross-enterprise information grid that provides the Personal and Process Productivity gains enterprises need within a framework of Control. Available on premise, as a subscription in the OpenText™ Cloud, or as a managed service, today it stands as the only comprehensive, fully integrated ECM suite in the industry. Take a few minutes to find out more about what we have in store for you in Content Suite 16. Start by erasing your preconceived notions and perceptions of ECM. Then, visualize what transforming to become “digital inside” means to your organization. Chances are, OpenText Content Suite’s innovative new approach to implementing, extending, and using ECM can get you where you want to be.

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Looking for ECM Inspiration? Enterprise World Elite Award Winners are the place to start!

Another Enterprise World has come and gone. For me, the biggest pleasure is always found in the chance to meet and connect with the actual people that make up our customer base. Yes, announcing massive product launches is a thrill, and hearing industry experts provide perspective on a rapidly changing landscape always provides its share of “aha!” moments, but it would all be kind of hollow if the real reason we do this wasn’t there to experience it with us and offer their feedback. That relationship with our customers is special. And, like an extended family reunion, Enterprise World is where we all get together and catch up on how everyone is progressing. There’s nothing better than hearing from an organization that’s utilized some combination of our product, our services, and/or our guidance to create a solution that has truly changed their operation for the better. Sometimes the impact is stunning, and the place to witness those shining stars is at Enterprise World’s annual Elite Awards celebration. And the Winners are… This year there were a number of winners who have implemented a wide variety of OpenText ECM solutions to amplify transformation within their enterprise. Congratulations to one and all! In the spirit of learning from the best, here are a few organizations that have definitely gone above and beyond in the ECM world: Alcatel-Lucent Global telecom giant Alcatel-Lucent is leading the charge in creating an ultra-connected, networked world; so it only stands to reason that their internal document management systems would set a benchmark for compliance, security, and accessibility. A combination of OpenText products achieved that, integrating seamlessly with their existing SAP environment. Almac Clinical Services Operating in the global pharma sector brings its own special kind of regulatory complexity. By implementing a single source of truth built around OpenText Content Server and Regulated Documents, Almac took control of their documentation with a solution that has been praised by external auditors and is powering international expansion. BNSF Railway OpenText Content Suite provides BNSF Railway with a solid enterprise content management platform that easily integrates with its other systems. Content Suite is used to manage and preserve historical legacy records, while also facilitating a robust records management platform to support search, retention and disposition requirements for enhanced corporate accountability.  Currently, over five million records, both digital and physical, are managed by Content Suite, supporting 1,000+ users across the enterprise. BNSF continues to build and develop further integrations to the platform to leverage and manage its critical business content. Continental Resources Using integrated solutions from OpenText, SAP, and other systems, Continental Resources is realizing end-to-end business value for substantial organizational efficiencies and cost savings. The automated processes improve business performance and have resulted in significant and measurable time savings. Business content is captured, managed, stored, preserved and delivered to the right user, at the right time, streamlining systems and processes throughout the company. DDR Owning and managing 130 million square feet of retail floor space requires a highly streamlined process for handling the huge volume of leasing activity documents. DDR went all in, implementing a diverse array of OpenText products to create a custom document management system that’s fast, organized, and fully integrated with Salesforce®. New Zealand Transport Agency (NZTA) NZTA embarked on its digital transformation journey by building a solid foundation for its ‘InfoHub’ Enterprise Content Management as a Service solution from OpenText. The cloud-based solution offers users anytime, anywhere access to information assets, enhancing the ability to share and collaborate, internally and externally with partners and alliances. InfoHub has transformed the way NZTA harnesses its knowledge. The benefits include improved quality of service and performance and process efficiencies. SBB (Swiss Federated Railways) As operators of the most heavily used rail network in the world, SBB know a thing or two about efficiency, timeliness, and accuracy. That’s why they integrated OpenText solutions into their SAP®-based vendor management infrastructure to drive remarkable gains in digitalization, centralization, and productivity. And there’s a lot more where that came from These are just some of the highlights from an incredible year of customer participation in our new Elite Program. Taking part in it is a singular opportunity for customers and partners to share their story and be recognized as industry leaders. Truth is, though, all of our customers have an intriguing story that makes them champions in their own right. Their dedication to furthering their enterprises with progressive thinking and innovative solutions never ceases to amaze. I invite you to spend some time perusing our larger library of Customer Success Stories, as well. It’s an excellent resource of best practices, winning combinations, and digital reinvention that has something for everyone, regardless of their role or industry. It’s worth a look. You just never know when inspiration will strike.

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Join us for a Free Information Session on how an Automated Supply Chain can help ECM be better

As an ECM practitioner, how much thought do you give to the complex back-office infrastructure that supports your organization’s supply chain? You should; success as a digital enterprise will only come from being fully digital outside and inside. In other words, a fully customer-centric process that draws on information from across the enterprise is great, but it will quickly stall if fulfilment involves chaotic piles of inventory management reports and frantic phone calls. In fact, it’s a recipe for disaster. Go ahead and Google how much money and time it takes to win back a disgruntled customer, especially one who’s now using your carefully crafted social media tools to broadcast their dissatisfaction. Organizations in manufacturing, distribution, and retail face unique challenges when it comes to the supply chain and connecting with suppliers and/or buyers to exchange information related to transactions. Just keeping track of who you do business with, the right person to contact, and if they comply with your standards is a lot work–and that is long before you begin to process invoices and store information in your ECM system! That’s why we’re hosting a unique, free, half-day information session the day before Enterprise World kicks off for the front-office crowd to learn and experience how digital supply chain systems work and what they can add to overall business strategy, agility, and productivity. Please note: This is not a technical session! If you’re involved in anything from marketing to accounts payable to IT architecture, you’ll find the information here valuable. Join us on Tuesday, November 10 for this special educational session on digitizing and automating the supply chain. The session will include an overview of the benefits of automation, and a discussion of how outsourcing B2B integration to an expert can reduce costs and shorten implementation times. We’ll share a couple examples of how OpenText customers have transformed their B2B integration program through OpenText B2B Managed Services. The session will be led by Jeff Keefer, Global Director, B2B Managed Services at OpenText. Jeff is an expert at supply chain automation and is a trusted advisor in working with OpenText customers to enable supply chain automation through B2B integration and managed services. Yes, it may not be your job, but no one’s ever suffered from knowing too much about potential benefits, pitfalls, and solutions. And here’s your chance to hit Vegas a day early and gain insight into a whole, new area that really does affect your team’s performance. Plus, you’ll now be able to start peppering development meetings with knowledgeable references to terms like EDI and inventory turns! Looking forward to seeing you there.

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What do Las Vegas and OpenText Content Suite 16 have in common? Both are all about the experience.

If you’ve been to Vegas before, I imagine you’ll agree with me–Vegas is ALL about THE EXPERIENCE. The experience of the lights, the glitz, the casinos, the clubs, the shopping, and, my favorite…the shows. Once you’ve seen a show in Vegas, you will be spoiled forever. They are SPECTACULAR. I’ll never forget my first, one I took in just before jetting home on the red-eye after a week-long conference. After arriving home the next day, suffering from no sleep and a 5 hour delay in Detroit (so cruel), I looked in the mirror only to find I had been travelling with significant evidence (in my hair) of the Blue Man Group’s penchant for audience participation. Yes, now that was an experience on all fronts! And here I am again counting down the days for my next visit to Vegas for Enterprise World 2015, fervently building out the ‘Content Suite 16 show’ for all of you. I can’t promise pyrotechnics and percussion, but I can promise you a new experience you won’t soon forget—a NEW CONTENT SUITE USER EXPERIENCE! The new, roles-based, responsive UI is just one of the many Content Suite 16 highlights we’ll be sharing with you during Enterprise World. If you want to get a sneak peek of what’s coming before you head off to the Entertainment Capital of the World, sign up for our Content Suite 16 Beta Program, it offers an easy to trial option hosted on the OpenText Cloud. Then, when you’re in Vegas make sure to: Join us in the ECM Demo Theater, the place where our Product Managers will be showing off what we have store for you in CS16! This is a great opportunity to tap into insightful demos, feature overviews, and informative 1:1 sessions. And while you’re there, it’s also a great opportunity to take a few minutes to connect and network with like-minded OpenText customers! Take a look at the agenda and add these sessions to your event calendar. Come to one of the many breakout sessions highlighting CS16 innovations. Some sessions to make sure you don’t miss: ECM-410 What’s New in Content Suite 16 ECM-200 Product Update: Newest Advances and Future Developments in Content Server ECM-402 Panel Discussion: Digital Transformation – Another Buzzword or Essential to Survival? ECM-406 Product Update (Panel): Transform Your Organization by Putting the X in ECM This is really just scraping the surface of what we have on deck this year for ECM at Enterprise World 2015. Topping all this great stuff off are the announcements this week that legendary comedian and all-round great Canadian Mike Myers will be entertaining us as our Guest Keynote Speaker and our closing party will take place at OMNIA Nightclub. To say I’m excited would be an understatement. So pack your bags, we promise what we have to share with you will be an experience you won’t want to leave in Vegas!

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Want to Test-Drive OpenText Content Suite 16? Join the Beta Program

Our vision is simple—create ECM solutions focused on user adoption and enterprise success.  And to continue accelerating our products forward, we need input from you—our customers and partners. The OpenText Content Suite 16 Beta Program offers early access to the exciting updates coming in this innovative, new release. ECM is a foundational technology in the Digital Workplace. Content Suite 16 is all about personal productivity, seamless collaboration and integration with business process. This is your chance to try out new features like the role-based user interface designed to boost end user adoption and team collaboration; desktop client advances to help users work more effectively; enhancements to ensure regulatory compliance and data security; search advancements; and a wide variety of updates to improve the operational efficiency of your deployment. And, taking a spin on this next release has become so much easier now that you can participate via the beta hosted in the OpenText Cloud. Learn more and register at www.opentext.com/CS16Beta then come share your thoughts with our Product Managers and other Content Suite experts at the ECM Demo Theater on the Expo Hall floor at OpenText Enterprise World 2015. Note: The OpenText Beta Program is open to OpenText customers and partners who accept the OpenText Beta Program Agreement during the sign-up process.

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New Forrester Report Cites OpenText as having “the broadest ECM backbone for enterprise applications”

The latest ECM analysis from highly respected Forrester Research has been released, and OpenText has been recognized as a leader in their evaluation of the most significant ECM software providers. Now, that’s always great news; our ECM solutions are consistently ranked at, or near, the top in every analyst’s reports, and we work very hard to ensure our offerings deserve that designation. But this one’s different. What’s special about this Forrester ranking for me and the rest of the ECM team here is the area of focus for this report. Entitled The Forrester Wave™: ECM Transactional Content Services, Q3 2015, this new analysis concentrates specifically on the field of transactional content management, in our view, the ability of ECM platforms to integrate with the lead applications that drive back-office business processes and help organize, extract value, and apply governance to the huge pool of information and data they generate. It’s an emerging priority for many organizations, and Forrester has deemed it worthy of its very own report this year. It’s also been a long-standing focus for OpenText, and that’s why we’re so thrilled to be recognized as a leader by Forrester. We’ve believed for some time now that organizations won’t be able to make the full transition to becoming successful, streamlined digital enterprises if they’re still trapped in a world of silos and isolated information. A wide variety of our customers (a couple of case studies are here and here) are now realizing the benefits of embedding ECM into their business processes and fully utilizing their transactional content to drive value and productivity. So, what is this “transactional content?” It’s the seemingly endless river of information that fuels enterprises; the invoices, statements, applications, communication, onboarding, and more that mostly emanates from sources outside the enterprise and has been traditionally ingested through a variety of isolated systems‑BPM, HCM, ERP, CRM, and others. There’s a lot of it within most enterprises, it’s highly structured, and it contains a significant percentage of their knowledge capital. For years, this information has generally been acquired, used to trigger an immediate process or task, and then been relegated to its respective repository. If it’s needed again, one-off access usually involves time-wasters like screen flips, log-ins, convoluted queries, emails, or even phone calls and walks down the hall‑not exactly productivity central and nowhere near good enough to efficiently paint the whole picture of a case or transaction. What’s more, there’s often been very little in the way of standard governance practices applied to the information housed within these processes. The answer lies not in extracting that information and transferring it to another repository, but in bringing organization, intelligence, and agility to it right where it’s sitting. By embedding the inherent organizational and governance strengths of ECM solutions into operational standbys such as SAP®, Oracle®, Microsoft®, and Salesforce®, organizations can tie them together and create a holistic, cross-enterprise information flow. After all, these lead applications are where all the action takes place, where the knowledge workers do their jobs, and where the value created by this information can be best used. Why not keep it all there? The newest generation of ECM offerings has the analytical, auto-classification, and integration capabilities to bridge the silos isolating each of these applications, facilitate a seamless information flow, and build a single, unified view of a transaction. Users effortlessly see everything they need, when they need it, efficiency and insight skyrockets, and all involved are way more responsive and productive. We believe that Forrester has acknowledged the growing importance of this strategy. We also feel that the fact that they’ve recognized OpenText as a leader is validation we’re on the right path.

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Announcing OpenText Content Suite: Accelerating Time to Governance

Walking out of the keynote presentations at Enterprise World this morning the air was buzzing after OpenText CEO, Mark J. Barrenechea unveiled the details of the much anticipated OpenText product releases. After months of preparation by teams throughout OpenText, Mark shared details of 5 new Enterprise Information Management product suites, new innovations in our Tempo family of products and AppWorks, our new common API and developer platform across all of the OpenText product suites. On behalf of the entire enterprise content management team, it’s truly my pleasure to announce OpenText Content Suite, a comprehensive, integrated suite of ECM products that accelerate time to information governance. OpenText Content Suite, the foundation for OpenText’s Enterprise Information Management (EIM) offerings, is a comprehensive Enterprise Content Management platform with applications and add-ons designed to manage the flow of information from capture through archiving and disposition. OpenText Content Suite ensures agile information governance and reduces risk while allowing organizations to focus on using information to drive strategic growth and innovation. Capture more content; govern all your enterprise information—no matter the source! Agility is the key to addressing the challenges related to the explosive growth of business information in an increasingly complex and dynamic regulatory landscape and the rapid growth of business information. OpenText Content Suite supports an agile strategy by building information governance into the applications users work in every day to manage content throughout its lifecycle. Content becomes smarter as it travels throughout the organization, via collaboration and processing, its value enhanced with rich metadata allowing for greater control of security, visibility, findability, mobility, and validity. What’s New in OpenText Content Suite 10.5 What’s New in OpenText Content Suite 10.5 from OpenText The OpenText Content Suite is a comprehensive Enterprise Content Management Platform with applications and add-ons to manage the flow of information from capture through archiving and disposition. Content Suite 10.5 is Dependable Simple to administer. Flexible to deploy. Bulletproof Information Governance you can depend on for the evolving needs of your enterprise. Information Governance needs are evolving to include new content types and increasing demand for deployment and management of content in the cloud. Based on OpenText’s proven Archive Server platform, two new visionary products were announced: OpenText Email Archive for Google Apps OpenText Cloud Archive These offerings expand our footprint and extend Information Governance further into the Cloud supporting governance of popular Google and O365 cloud-based mail, file systems and any CMIS content type. Content Suite 10.5 is Extendable Easier, faster, standardized and documented development tools make rapid application creation and system integration infinitely easier. This release contains a number of features that make life easier and simpler for the developer, allowing them to work in standard development environments that do not require special programming skills. A common, documented, standard layer of development tools including a new REST API based on AppWorks and a contemporary IDE based on Eclipse, ensure developers can simply and easily develop applications that integrate with and extend the Content Suite platform. Ease of use coupled with the ability to modify the experience completely through UI widgets and visual access tools such as ActiveView further allow organizations to build information governance into business processes. Content Suite 10.5 is Adaptable Adapts user experience to business strategy, improving adoption, efficiency, and impact Adoption is key to a successful ECM deployment. Over 600 customer and business driven features have been made in the Content Suite. Key areas of focus include a more visual UI with document thumbnails and dashboards, ease of use and administration with features like HTML5 drag and drop and mobility with ECM Everywhere and Tempo. Want to learn more? This is the first in a series of posts discussing the latest innovations in Content Suite 10.5 so please watch for more news to come! For those of you on Oracle’s ERP system you should also check out my post on OpenText Extended ECM for Oracle® E-Business Suite another new ECM focused product offering announced this week. This new product brings together OpenText industry leading ECM with Oracle’s best-selling ERP system, E-Business Suite to drive productivity and governance within critical ERP-driven business processes. For more information on the OpenText Content Suite see www.opentext.com/content and to find out more about Extended ECM for Oracle® visit www.opentext.com/oracle. To learn more about how OpenText can help support you with Agile Information Governance www.opentext.com/infogov And if you want to follow the action as it unfolds for this week at, follow us on Twitter with the hashtags #OTEW2013 #OTinfogov and #ECM !

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Back to School on InfoGov

Asstudents hit the books again this fall, many teachers, at least in theprimary grades, will start off the year running through reviewexercises. Reviews not only help the teacher get a read on the class,evaluating the students’ level of understanding, but they also help thestudents start shaking off the slumber of summer—hitting their ‘reset’buttons so to speak. I wasthinking about this ‘reset’ button the other day while packing my son upfor his first year of university, the biggest step we’ve taken since heentered kindergarten (something that seems like two years ago). Whetheryou have kids or not, the back-to-school vibe permeates many aspects ofour lives, and for me, the September reset factor is even stronger thanthe one at the beginning of the calendar year. Fall is an extremely busy time for those of us here at OpenText. We’re slipping into high-gear planning for Enterprise World 2013. As our team’s been working on designing session content to ensure this is the best conference ever, I’ve been revisiting many of the Information Governance knowledge pieces we’ve published this year. With so many valuableconversations on the topic, I thought I’d share a review list I’mdubbing “Back-to-School on Information Governance.” Information Governance 101: Your Reading List We’ve published some extremely valuable whitepapers so far this year. One you shouldn’t miss, a “primer” so-to-speak, is titled Information Governance is Good Business. OpenText CEO Mark Barrenechea discusses what successful Information Governance looks like and strategies to deploy a holistic Information Governance program within the context of EIM. Conversation around data security and the cloud is a hot one. In her blog Whose Data is it Anyway, Lynn Elwood discusses the security risks inherent in off-site cloud storage of enterprise information and the related concerns around data sovereignty, the concept that enterprise information is subject to the laws of the country where it physically resides. In the Information Security for the Modern Enterprise whitepaper, we explore (together with AIIM) the dichotomy of modern security approaches – information lock-down vs. sharing and collaboration. Of course, integral to successful InfoGov is an effective records management program. In a recent independent analyst report from IDC, OpenText Records Management was named a top solution for government agencies. The IDC report focused on vendors that specialize in the distinctive challenges and stringent requirements of the government sector. Further exploring the topic of records management, Liz Kofsky explains why Records Management is the Information Governance Superhero-in-Waiting. Diving in deeper to take a look at how it all works, this ECM demo delves into Information Governance through the “Capture to Archive” flow. This excellent video is one in a series and wonderfully complements the eleventh CEO whitepaper, Information Flows and The Journey: Optimizing Value Chains with EIM. Both are designed to help you discover and optimize information flows across your enterprise. Further Your Information Governance Knowledge at Enterprise World 2013 Andwhile we’re talking back-to-school, don’t forget about the OpenTextequivalent of Homecoming…our annual user conference Enterprise World. Ipromise it will be jam packed with some very exciting announcements,including details around the launch of OpenText Enterprise Content Management 10.5. Thisyear’s Enterprise World is all about helping our customers prepare forthe future and, in fact, we’d like you to take main stage with us! We’relooking for customers who’ve been participating in the Content Server10.5 Beta Program to join us and share your experiences with your peers.If you haven’t signed up for the CS 10.5 Beta yet, it’s running tillOct. 31 and you can sign-up here. Lotsmore to come this fall as we prepare for the launch so I urge you tostay tuned to this blog‑and all our OpenText social channels‑for thelatest on Enterprise World. Like every good student, we should nevertire of learning and expanding our knowledge base. We’re here to helpyou do just that. For the latest in the world of InfoGov and OpenText ECM follow our experts: @alimclarke @l_elwood @JamesStorm @CameronLBrennan @GeorgeH2 @byGregClark @marcdalsole @lizkofsky @ludlow_at_work And OpenText Enterprise World @OpenText and @OTCC as well as the event hashtag #OTEW2013

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Just the Facts: Contract Management, A Single Point of Truth

Having been born and raised in western Canada, the recent devastating floods in the province of Alberta have really hit home with me. Unfortunately,unforeseen circumstances such as this will always be a factor inbusiness operations: the spring flooding in Central Europe, HurricaneSandy, political upheavals in the Middle East, the earthquake in Japan.Even (and, yes, this is a stretch!) my recent vacation to the ruins ofPompeii. As an information management professional, I’ve also been imagining what it must be like for thelocal business community to maintain some semblance of operations underthese conditions. The potential for breach-of-contract consequences issignificant. Take Calgary, for example. It’s well-known as Canada’s energy-sector HQ,home to the head offices of the country’s largest energy companies aswell as regional offices for a number of major multi-nationals. Theseenterprises are part of a complex, truly global industry. And they allhave contractual obligations to partners, clients, vendors andregulatory bodies around the world. Now, when you add in the myriad ofother local businesses and government service bodies that haven’t beenable to deliver against their respective contractual commitments, andyou can begin to grasp the legal and financial scope of the situation. Ican’t help but wonder how many of these entities adequately accountedfor scenarios such as this when they were negotiating the contracts,developing a force majeure clause that would effectively negate or delaycontractual obligations until regular operations can resume. The fact is, if a significant service disruption like this can happen in a relatively stable environment such as Calgary, it can happen, in some form, anywhere. It could as large as a geo-political upheaval; it could be as seemingly small as a key employee resigning. Helping companies clarify and meet their obligations in unanticipated circumstances such as these is just one benefit of a contract management solution. In today’s business climate, all organizations should have an enterprise-wide, structured process to manage the legal agreements that underpin their operations, safeguard their financial health, detail regulatory compliance, and protect their brand. Thinking about this inspired me to go back and reread a contract management whitepaper we here at OpenText recently co-authored with highly respected energy-sector analyst group PennEnergy.While the paper primarily focuses on contract lifecycle managementwithin the energy sector, it shouldn’t be surprising that all thefactors and challenges driving the need for increased contractmanagement awareness are universal: The growing complexity of projects with multi-jurisdictional reach and expanded partnerships Increased risk due to costly litigation and regulatory compliance demands Cost-saving measures resulting in junior staff administering the contract management process Intensified collaboration across business units and departments requiring optimal information sharing Thesolution, as it is for most things in business, is found inorganization and structure. In this case, a centrally controlled contract repository that’s custom-developed to serve as a holistic storehouse andsearchable library for an organization’s agreements and legally bindingdocuments. The benefits are immediate and impactful. Everyone, fromprocurement to marketing to finance, has instant, permission-basedaccess to accurate, version-controlled documents. Automaticnotifications are generated for upcoming renewals, expirations, andamendments. Pre-populated templates ensure enterprise-wide consistencyin language and terms. There’s so much more an effective contract management solution offers, as well. It’s the consummate opportunity to consolidate yoursingle point of truth that one port in a storm you can trust to providethe vital information necessary to quickly respond to and recover fromthe unanticipated. It’s well worth investigating as part of an overall information governance program because, even amidst all the uncertainty and chaos in this crazy world,one constant endures: The unexpected will happen again.

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Five Common ECM Wins…and the Straightforward Cloud Solution

As cloud-based Enterprise Content Management (ECM)implementations become increasingly commonplace, I’m seeing a growingnumber of noteworthy client success stories. The kind that overcomesubstantial hurdles to literally transform a client’s content managementinfrastructure from non-existent to world class in one seamless,magnificent leap. The really intriguing element in the vast majority of them is witnessing the tangible, quantifiable benefits the cloudbrings to information management. For me, it’s one thing to discuss thepractice of cloud-based content management as a theoretical talkingpoint, it’s quite another to see it in action, elevating contentsolutions from great to how-did-we-ever-operate-without-this throughadditional functionality, security and efficiency. The OpenText team has collaborated on yet another exampleof this recently; designing and implementing a cloud-based ECM platformfor a non-profit, clinical research firm. The core challenges and goalsof this organization are remarkably similar to most large enterprises,namely, an extensive, remote workforce all generating and collaboratingon vast amounts of mission-critical data that’s highly sensitive andstringently regulated. Sound familiar? What’s more, you may alsorecognize the environment that sparked this particular initiative:Essential data stored in isolated network drives and filing cabinets,email serving as the principal means of collaboration, security andgovernance tools struggling with oversight of highly mobile staff. (As aside note, did you just mentally give your organization one, two, orthree checkmarks? That’s what I thought!) In short, thisparticular enterprise was at the mercy of the disjointed and exceedinglymanual processes resulting from the lack of an integrated contentmanagement solution. For participants, the frustration factor wassetting in with the inefficiencies posing challenges to meet deadlinesand an overall lack of confidence around the information being used tofuel decision making. On top of this, every day was like rolling thedice with potentially catastrophic implications for data security,financial stability, regulatory compliance, and reporting credibility. Tobe sure, these were considerable issues that permeated right to thecore of the enterprise. Yet the solution was relatively, evensurprisingly, straightforward: A tailored version of OpenText Content Serverprovided the centralized and standardized data management structurethey needed to ensure optimal security, management, and compliance. Whatput it over the top (and into my personal business hit parade) was theastute decision to utilize an OpenText Cloudsolution to host the application – ensuring easy, real-time access forfar-flung contributors, both those internal and external to theorganization, and collaborators through a custom-designed web interface. Voila…One undemanding yet multi-faceted suite of ECM tools solving five common issues: A secure repository for storage and distribution of version-controlled documents Increased adoption, efficiency, and collaboration via a user-friendly, web-based interface Comprehensive auditing and reporting functions from one, centralized source Full compliance with all applicable government and industry regulations Simplified system management that exceeds security requirements thanks to OpenText Hosting Services It’s a beautiful thing. And I invite you to read through their entire success storyto get the full story. For us here at OpenText, these contentmanagement successes are both rewarding and invigorating. Not only dothey fulfill our mission of contributing to our customers’ success – youcan literally see the stress from years of legacy inefficiencies fallaway as velocity, security and adoption skyrocket – they also serve asnotice that we, as an organization, are on the right path. Cloud-basedservices, be they ECM or broader-based Enterprise Information Management (EIM) initiatives, are the future. There’s just too much to be gained with them. It’stime to start considering the benefits of cloud services. I know theycontinue to change my perception of what’s possible in the world ofenterprise content management.

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How Does Content Add-Value in Your Organization?

It’s January, and what does that mean?Lists, lists, lists. It seems to me that as a society we’re rapidlybecoming obsessed with boiling things down into a Top 10 list and inJanuary that seems to reach a fever pitch. Thanks Letterman. Even mycolleague Chris Walker has jumped on the bus with this list onSlideShare of “2013 IT anti-predictions”. SureI jest, but I have to admit, without my lists…I’d be lost. My to dolist, my goals list, my ‘don’t forget to take it’ list, my playlists forthe gym, my list of people I need to see this month. Seriously, I thinkI have somewhere in the area of 10 apps on my iPad and Blackberrydedicated to keeping my bits and pieces straight when I’m on the go, andI’d be lost without my Outlook Tasks. I never end my quest for theperfect app that does it all for me. But as I ended 2012, it becameclearer than ever—there’s no way I will ever finish checking off theentries. I need to think about what’s really important for me in 2013and prioritize! Thatprioritization and goal setting is critical for all of us, more so thanever in our professional lives. I’ve read countless blog posts andarticles over the past few weeks talking about the big picture trends.Bob Evans calls out what he believes are the hottest issues for CIOs in this articlefrom Forbes. Trends and priorities I’ve heard echoed many times over inthe discussions in and around OpenText. But when it comes to channelingmy inner Kreskin, there’s one tidbit I picked out of my colleagueDeborah Miller’s recent CMS Wire article that I’d like to delve into more. Deb pointed to recent IDC research that indicates: “Thetrend toward industry-specific solutions will be further driven by theincreased participation of line of business (LoB) executives in ITinvestment decisions. In 2013, nearly 60% of new IT investments willdirectly involve LoB execs (with them as the decision maker in 25% ofthe investments).” Makes sense. If there’s not a business case for using technology that either helpsyou make money, save money or improve the life of someone you touch – beit a customer or a team member – then why embark on the effort? Andwhen looking for those little golden nuggets of opportunity, few arebetter poised than those in the trenches to provide a practical view ofthe problems and the potential solutions. Whether you call it Kaizen,continuous improvement, six-sigma, or something else, the philosophy ofsmaller incremental change is proven to deliver the potential for largescale, impactful benefit.What do you need to be successful? Ideally, you need to breed a culturethat’s fluid, adaptable and insightful—and technology that can act asbuilding blocks to meet that challenge. This is where I see the trueadvantage of supporting process transformation with an Enterprise Information Management (EIM) based approach. GivenI spend my days focused on delivering compelling product experiencesfor our OpenText Content Server customers, a product that acts as thefoundation to an effective EIM strategy, I got to thinking at a morepragmatic level. I would like to hear more from you, our Content Servercustomers, about your goals and projects for 2013. A few of the many questions I’m interested in hearing your thoughts on: What strategies are you focused on to increase the value from your content? What business processes have you content-enabled with Content Server, and what’s next? How do you prioritize projects? If you feel strongly about a project that hasn’t been deemed a priority, how do you build the business case? How mature is your information governance strategy? And do you dovetail process improvement initiatives when building on that strategy? Ithink this could be a very enlightening discussion for many of us,myself included, so I really hope you’ll chime in. Or, whether you’realready an OpenText Content Server customer or not, if you have a specific project you’d like to discuss, drop me a note at aclarke@opentext.com or on Twitter @alimclarke.

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