Stephen Ludlow

Stephen Ludlow
Stephen is Senior Director, Enterprise Product Marketing at OpenText.

Enterprise World 2017 Offers “Everything ECM” for OpenText and Documentum Customers

Enterprise World

Regardless of whether you’re an OpenText or a Documentum ECM customer, Enterprise World 2017 is the place to maximize your current investment and prepare for the future of content management. It starts with learning. As is the case at every Enterprise World, a full slate of training, breakout, and interactive opportunities will let you explore the latest product updates and discover how to make your existing infrastructure more productive. Whatever your area of interest, there will be a session or expert here to help you be better at it. It’s tangible insight you just can’t get anywhere else, but it’s also just part of the Enterprise World experience. The other key benefit of Enterprise World comes from hearing first-hand from thought leaders and fellow customers about how this technology can drive real-world transformation. This year, we’re once again including a variety of panels, success stories, and keynotes to give experts and progressive organizations a chance to talk about what ECM success looks like today and tomorrow. Here are a few thought provoking sessions you won’t want to miss: Content Track Keynote: OpenText Content Suite, Documentum, and the Future of ECM Join OpenText ECM leadership as they welcome Gartner Research Director Karen A. Hobert and the CIOs of Hydro One and the County of Los Angeles for an insightful discussion on the current ECM landscape, the future of content management, and a path to success built on leveraging today’s investments in Content Suite, Documentum, Extended ECM, and LEAP. ECD-215 Customer Panel: The Role of ECM in Building a Digital Transformation Program ECM-218: Customer Story: The Government of Canada’s Journey from ECM to EIM ECD-214 Customer Story: The Delta ECM Journey Accelerates Forward Thanks to a Firm Foundation ECM-216 Customer Story: BSTDB discusses Upgrade to OpenText Content Suite 16 & Smart User Interface ECM-214 Customer Story: Bank of America uses Content Intelligence to Enhance User Adoption and RM ECM-219 Customer Panel: Implementing RM Best Practices with OpenText Records Management Solutions The Documentum Customer’s Guide to Enterprise World Welcoming Documentum customers into the OpenText family is one of the most exciting aspects of this year’s Enterprise World! Not only are we looking forward to connecting and hearing about what you want and need to ensure success, we’re also working hard to make sure Enterprise World provides value that applies directly to your Documentum solutions. In addition to our usual wide-ranging agenda of ECM breakouts, we’re introducing a comprehensive series of Documentum-focused sessions covering everything from optimizing existing installs to discovering complementary solutions to future convergence strategies and product roadmaps. And we’re inviting a number of Documentum customers to the stage to share the learnings, challenges, and results of their ECM journeys. To help navigate your first Enterprise World, we’ve put together a Documentum-dedicated Map Your Path guide that highlights the Documentum, InfoArchive, Captiva, and LEAP sessions most rewarding and relevant to you. We invite you to use it as a start, but, by all means, please introduce yourself as soon as you hit the floor at Toronto Convention Centre. Connections are what Enterprise World is all about. We’re looking forward to helping make your first Enterprise World a truly rewarding experience. There is still time to register to attend.

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This May the Fourth, Take a Lesson From the Dark Side

unsecured content

A long time ago in a galaxy far, far away, the future was decided by unsecured content. It’s May the 4th  so a perfect excuse to have some fun celebrating an incredible cinematic achievement and spotlighting the importance of a strong information governance program. Not seeing the connection? It’s a lot closer than you may think. Obtaining, protecting, and using the plans to the Death Star are central to the plot of this classic movie. Luke would never have been more than a womp rat exterminator without them. And we can reframe the movie’s classic storyline in traditional business terms — essentially, lax information security allowed the rebel competition to derail a certain empire’s growth strategy, damage their brand, and spoil a key product launch. Not that much different than the headlines we see regularly here on Earth! Truth is, effective information control remains an area where almost every organization is lacking. And the risks continue to grow, ranging from stifled productivity to non-compliance to privacy leaks to, yes, enraging a huge guy in a cape and mask who can force-choke you from across the room. There are solutions. New technology advances have paved the way for lightweight, unobtrusive governance applications that are easier to implement, more cost-effective, and more user friendly. They’re driving a new way of thinking about governance and content management. Here are three key areas where next-gen technology is making a huge impact: 1. Keep it simple. Huge, moon-like space stations capable of destroying whole planets are incredibly complex, but the systems that support it don’t have to be. It’s time to dispel the myth that effective content management has to be complicated, rigid, and a drag on productivity and innovation. Unstructured information is what gives knowledge workers their power. It surrounds them, penetrates all business processes, and binds the enterprise together. Organizations are finding that integrating unstructured information with the lead applications where process-based work takes place ensures relevant content is available when, and where, it’s needed. The new OpenText™ Content Suite 16 EP2 helps aggregate, connect, and distribute all your unstructured information — whether it’s from the whole empire or just one remote outpost — to drive collaboration and insight, improving competitive advantage, customer service, and chances of galactic domination. And speaking of collaboration, OpenText™ Brava! for Content Suite helps collaborators around the galaxy — or just the globe — review and comment on drawings and documents in one simple interface, keeping it safely in the repository and out of the hands of rebel scum. 2. Automate metadata, classification, and organization. It shouldn’t take two droids several minutes (an eternity in droid-time) to find all the trash compactors on the detention level. (And let’s not get into trying to figure out why a trash compactor has vents to a hallway and some strange tentacled creature living in it.) Their issue possibly stemmed from a governance program that left the assignment of engineering document metadata up to individual users — some tagged it a trash compactor, others labeled it a garbage masher — leading to confusion when it really mattered. OpenText™ Extended ECM Platform helps organizations avoid trash compactor mishaps by automatically assigning metadata and creating folder structures based on the business process involved. It allows emperors and clones alike to create templates that tag every compactor location with consistent, complete attributes. 3. Apply permissions by role. When everyone is a clone, how do you know who should have access to certain files? Are those the HR clones? They get access to personal information, right? Or is that just because they’re armed and menacing? With OpenText Extended ECM applications, you can apply permissions based on role, then assign those roles to workspaces (and the folders and unstructured content found within). This way, you eliminate a lot of permissions headaches and possible security breaches. These are not the files you are looking for, HR clones. Move along. As you can see, art does imitate life. Even sci-fi masterpieces draw on the business challenges us terrestrials face every day. Maybe you need to substitute “customer communication” or “vendor contracts” for “trash compactor,” but the fact is, internal and external forces can wreak havoc with uncontrolled content. By changing their approach to enterprise content and its governance, organizations are now able to safeguard their most important asset while improving productivity and collaboration. It’s a revolutionary concept and one worth exploring further. Don’t let your organization be on the Dark Side of the digital revolution. Join us at Enterprise World 2017 this year and get the whole blockbuster experience.

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Enterprise World 2017 Will be ECM Like You’ve Never Seen Before

ECM at Enterprise World

ECM at Enterprise World 2017 will be unlike any other previous event. This year’s event will be the first to see the OpenText™ Content Suite platform standing side-by-side together with what used to be one of our main competitors, the Documentum group of ECM solutions. How big of a deal is it? In two, brand new reports examining the current ECM technology landscape, the highly respected analysts at Forrester Research ranked both Content Suite and Documentum as a leader in the ECM market. Yes, Enterprise World 2017 will have two headlining ECM acts. And we’re pulling out all the stops to show the OpenText community how our strategy to merge the strengths of these two leaders will benefit customers and partners in a number of areas: Stability and Confidence OpenText is a market leader in ECM and a world leader in delivering valuable learning and collaboration events for ECM practitioners. Enterprise World will give you first-hand insight into our plans to support and grow ECM solutions. Sessions dedicated to product roadmaps and convergence strategies are just the start; Enterprise World is also your chance to integrate yourself into the OpenText community, meet the product gurus, and ask the questions that are most important to you. Don’t miss: ECD-100 Documentum is now OpenText — What’s New and What’s Next? Focus on the forward-looking strategy for the Documentum ECM portfolio, exploring the current innovation agenda for Documentum as well as how our new pairing with OpenText adds interesting technology and capability opportunities to our future roadmap. ECD-101 Comprehensive Archiving — OpenText InfoArchive and Archive Center Roadmap Attend this session to learn more about the comprehensive roadmap for OpenText Archiving. ECD-203 The Latest Advances in Capture are Driving Business Transformation Highlighting the latest capture innovations that are driving business transformation today. In addition, we’ll discuss how to integrate these technologies into your existing capture and business system investments. Making the Most of Your Current Investment We’ve increased the number of ECM-focused “Product Update” and “How To” sessions by 50% to fully cover our expanded ECM portfolio. There’s a lot to talk about: new features and functionality, enhanced ability to extend ECM into the enterprise, improved app development capabilities, and more. You’ll learn how to optimize the performance of your current infrastructure — and be able to explore a whole new stable of complementary solutions — with everything from hands-on demos to ever-popular customer success stories to highly technical step-by-step tutorials. Don’t miss: ECM-100 OpenText Content Suite Advancements and Innovations Join our product experts for a review of the past year’s most important advances and a look into what’s coming in the near future. ECM-107 Using OpenText Extended ECM to Integrate Lead Applications and Improve Processes See a real-world example of how Extended ECM improves business processes across cloud and on-prem lead applications such as Salesforce®, SAP®, and SharePoint®. ECD-105 Enhance your Documentum Platform with OpenText Solutions for SAP® Explore the OpenText Suite of SAP solutions, with particular focus on Invoice Management and Business Center for smart capture and document processing in SAP. See how you can use these solutions with your Documentum platform today. Building for Future Success The concept and practice of ECM are changing as organizations embrace digital transformation — “Enterprise Content Management” is evolving to “Content Services.” But what does this mean? Cloud, mobility, apps, and integration will be critical to future success. At Enterprise World, you’ll discover how to prepare for tomorrow’s opportunities with a host of strategic sessions and thought-leadership keynotes. Don’t miss: ECM-210 Hear from Experts on the How, What, Where, When, and Why of Moving ECM to the Cloud OpenText cloud and ECM experts will outline options for ECM as a managed service in the cloud and share best practices and options to help get you started on the right path. ECD-107 SaaS-based LEAP and OpenText Core add value to Existing ECM Investments Pull up a seat as we demonstrate how you can add value to an existing repository such as Content Suite or Documentum, or implement LEAP separately to automate and transform any business process. You can register to attend Enterprise World here.

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OpenText Content Suite and Documentum ECM Platforms Both Ranked as “a Leader” in Two New Forrester Reports

Forrester

Forrester Research, Inc. has just released two reports on the state of the ECM technology landscape, their Forrester Wave™ evaluations of Transactional Content Services[1] and Business Content Services[2]. In each report, both the OpenText™ Content Suite and Documentum product groups were ranked as “a leader.” So, two reports, two positions as a leader in each one for the OpenText ECM portfolio. We’re pretty happy right now. In case you’re not familiar with the Forrester approach to evaluating the ECM marketplace, back in 2015 their analysts decided one report was no longer enough to capture everything ECM platforms were being tasked with covering in the modern enterprise. They split their analysis into two focus areas: Transactional Content Services (TCS) –  focusing on ECM platforms’ ability to drive automation, efficiency, and paper elimination by integrating into high-volume, highly structured business processes. Content here includes the invoices, statements, web forms, scanned documents, and more that result from ERP, BPM, HCM, SCM, and CRM systems. Business Content Services (BCS) – focusing on managing the documents, emails, spreadsheets and multimedia that result from knowledge workers’ day-to-day activities. ECM platforms are evaluated on their ability to simplify user interaction, improve collaboration, and apply governance controls. Both reports score vendors’ performance in three primary categories: Current Offering, Market Presence, and Strategy. And our ranking in the latter is what makes the 2017 Forrester evaluations truly invigorating for us. The Content Suite and Documentum platforms each received the highest score among all vendors in the “Strategy” category of the Transactional report, and among the highest Strategy scores in the Business report. According to the Transactional report, “ECM vendors must show coherent technology, go-to-market, and partner strategies to help their customers be successful and manage their transactional content within a broad information ecosystem. This ecosystem includes on-premises and cloud-based enterprise applications, mobile use cases, and interoperability with other content management systems.” We believe these scores validate our vision for the future of ECM — a strategy that crystallized last year with the launch of Content Suite 16; and took a huge step forward with our investment in Documentum. In our view, successful ECM solutions of the future will allow organizations to leverage their current systems with the application of lightweight, purpose-built service apps to solve targeted business problems. Cloud-driven, user-friendly, and low-effort, these content services will reside in the background and will be fully integrated to promote productivity on both sides of the firewall. For OpenText, this means converging the strengths of two, class-leading platforms and extending their effectiveness with innovative new services built on LEAP technology. We feel Forrester has recognized the potential of this direction, and are more enthused about the possibilities than ever. Regardless of your role in ECM or current solution provider, the TCS and BCS reports from Forrester offer thought-provoking insights into the future of ECM. Download them and then join us at Enterprise World 2017 to carry on the conversation. [1] The Forrester Wave™: Enterprise Content Management — Transactional Content Services, Q2 2017 [2] The Forrester Wave™: Enterprise Content Management — Business Content Services, Q2 2017

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Enterprise World 2017 Can’t Come Soon Enough for the Combined OpenText/Documentum ECM Team!

As with most things in life, one success lays the foundation for another. The first was the announced acquisition and integration of Documentum into OpenText, the next was participation at the 2017 AIIM Conference, both of which have excited and energized us as we march toward Enterprise World 2017 in July. Our participation in the annual AIIM Conference was our first “family” outing since the acquisition and it proved that OpenText and Documentum were meant to be together. Documentum is definitely home at a dedicated software company! We covered a lot of ground in Orlando; welcoming Documentum customers into the OpenText fold, engaging in more than a few enlightening conversations about ECM for today and tomorrow, and demo’ing a raft of advances across numerous product lines. Hosting the OpenText community in our own backyard (figuratively and literally…it is in Toronto!) is going to provide even more opportunities for ECM practitioners to discuss, listen, and learn about the changing face of content management. Even More ECM This year’s Enterprise World has been significantly increased to provide full value to both OpenText and Documentum customers. By popular demand, the “hands-on” demos, labs, and the ever-popular Expo showroom will be expanded. And the slate of ECM-oriented technical sessions has grown by 50% to address all the training, product update, and how-to possibilities for the range of OpenText ECM solutions. Here are a couple of can’t miss breakouts that should be on everyone’s agenda: OpenText Content Suite Advancements and Innovations: Content Suite continues to expand its capabilities, solve more business challenges, and extend into more leading applications. Join our product experts for a review of the past year’s most important advances and a look into what’s coming in the near future. Documentum is now OpenText — What’s New and What’s Next?: A dive into the forward-looking strategy for the Documentum ECM portfolio, exploring the current innovation roadmap for Documentum as well as how OpenText adds interesting technology and capability opportunities to our future roadmap. What about ECM’s future? We’ll be giving full, thought-leadership attention to a pair of the most fascinating and thought-provoking subjects in content management today: the evolution of ECM into a more service-based ecosystem and the convergence of OpenText and Documentum into a leading force in this emerging frontier. Both OpenText and Documentum customers will be able to dive into future-think keynotes, customer stories, roadmaps, development strategies, product integrations, and more that speak directly to them. Last, but most certainly not least, my favorite part of every Enterprise World — meeting and connecting with our customers and partners — is going to be even better this year, too. Welcoming a whole new group of Documentum customers to the family is going to be incredible – immerse yourselves, join the community. We’ve all got so much we can learn from each other. Enterprise World 2017 is where it starts!

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The Future of ECM is Coming Into Focus: Here’s Where to Start

ECM

Enterprise Content Management (ECM) is changing. It’s an idea everyone involved in content management has heard with increasing frequency over the past couple of years, and it’s driven by the reality that Enterprise Information Management needs are changing immeasurably. Enterprises are now embracing simple, lightweight solutions, ones that nimbly address highly varied and very specific productivity and control issues. These applications can be either in the cloud or on-premises and —like blocks in a foundation — build on each other to result in optimal ECM coverage. It’s a different approach than the traditional methodology of attempting to blanket the entire organization with an all-encompassing ECM solution. And it’s such a step-change in concept and practice that the respected analysts at Gartner have even decided that ECM doesn’t cut it as a sector name anymore. In their estimation, the new topography is better encapsulated by “Content Services,” a nod to the decentralized, purpose-built applications that organizations find much easier and effective to implement. Now, all this may promise unheralded levels of agility and integration, but I can also see LOB and IT execs shaking their heads and thinking: “We’ve just spent a decade investing in our ECM infrastructure. Are we starting all over?” No!  The short answer —and single, most important thing to remember — is: No. The key to sustaining momentum and achieving future ECM success is centered around building on what you already have. There’s just a new way of thinking about what comes next. Resources to Speed your Learning Curve Over the past month, I’ve had the opportunity to participate in a few initiatives with the industry experts at AIIM that have gone a long way to helping explain this path forward: First up was an extremely well-received roundtable webinar inspired by the completion of the OpenText acquisition of Documentum. This must-see webinar for OpenText AND Documentum customers provides straightforward, detailed insight into our vision for the two product families, including future integration plans. This overview morphed into a wide-ranging panel discussion on what the overall future of ECM looks like and the competencies organizations need to have to excel in this new world. That was followed by a pair of related events; the release of an AIIM-authored eBook, “Revolution of Evolution? 10 Strategies to Navigate the Shift from ECM to Content Services” and an accompanying webinar, Next-Gen Information Management — Succeeding in a New Era. Both provide excellent insight into the context behind this shift in ECM strategy, the constants that will always hold true, and the questions and actions organizations need to address to chart their journey. Start by reading the eBook, then view the accompanying webinar-on-demand. Next up is the annual AIIM Conference in Orlando, Florida from March 14-16. OpenText and Documentum experts will be at the event, including hosting a number of sessions on understanding and capitalizing on the evolution of ECM. If you’re planning on attending, book a 1:1 meeting with us, there’s no better way to get up-to-speed than connecting face-to-face and asking what this all means for you.

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Webinar Outlines a Bright Future as OpenText and Documentum Come Together

Documentum webinar

On February 2, I had the good fortune to participate in a very interesting webinar hosted by AIIM. Inspired by the new union of OpenText and Documentum, the event brought together a variety of experts to discuss what the pairing means to customers of both, the partner network, and the industry in general. And the interest was certainly there — registration numbers were some of the highest AIIM has ever seen. Well, we covered what we set out to, and more! The roundtable discussion and subsequent Q&A session were wide-ranging and dynamic, addressing the concerns of the customer base and future product integration plans, but also delving into a wide open sharing of views around the present and future state of ECM and the skills that organizations are going to need in order to be successful. If you didn’t get the chance to attend the webinar, then setting aside some time to listen to the webinar-on-demand would be 60 minutes of your time well spent. Regardless of your current solution provider or your role in ECM, there’s some thought-provoking perspectives on topics like “the difference between ECM and Content Services” and “the kinds of technology and business competencies an organization needs to have – or develop – in order to embrace this shift toward content services.” I hope you enjoy it as much as I did. Finally, please join us on February 14 as AIIM Chief Evangelist John Mancini and I connect once again to present Next-Gen Information Management — Succeeding in a New Era. We’ll be examining the emerging age of Content Services and what that means to the traditional concept and practice of ECM. Sit in to gain valuable insight into the changing definition of ECM and learn the next steps that will allow you to prepare for the future while maximizing your current investment. Here’s hoping everything OpenText and Documentum do together in the future is as great as our first webinar!

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Join us for a Special AIIM Webinar Discussing the OpenText Acquisition of Documentum and the Future of ECM

AIIM webinar

The deal is sealed! Today, OpenText announced that we’ve finalized our acquisition of Dell EMC’s Enterprise Content Division, including the Documentum product group. When the proposed purchase was first announced last September, it generated speculation and opinion. Now, as the teams formally begin working together, it’s time to have an honest, straightforward conversation about what this union of leading ECM organizations really means to customers, to the combined partner network, and to the larger ECM marketplace in general. To help answer these questions, I’d like to invite you to a unique webinar on February 2. In partnership with AIIM, it will be part round table discussion, part Q&A session, and all valuable insight providing answers to the questions you may have. The roundtable will feature AIIM Chief Evangelist John Mancini, OpenText product experts, a successful Documentum partner, and the highly respected analyst Alan Pelz-Sharpe from Digital Clarity Group. The wide discussion will range from where ECM has come from, to upcoming integration strategies, and then to where ECM is headed next. Discussion should be lively to say the least! Please join us and register to attend here.

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2016 was a Year of Unprecedented Change for ECM. What’s in Store for 2017?

ECM futures

Happy 2017 from all of us at OpenText! Flipping the calendar is always an occasion for a few moments of reflection and prognostication. And, as 2017 finds its footing, my thoughts keep returning to the words of one of 2016’s newly minted Nobel Laureates: “The times they are a-changin’.” In both the larger world and our smaller, tech-focused arena, change seems to have moved from constant to relentless — it’s everywhere and the pace is increasing. The impact of change can be uplifting or devastating. Some of 2016’s amazing revelations were seen in things like a robotic arm being successfully wired to a paralyzed man’s brain, the Chicago Cubs winning their first World Series in over 100 years, and Amazon making a delivery via drone. These were countered by the loss of a host of cultural luminaries, from David Bowie to Prince to Leonard Cohen, Muhammad Ali, Harper Lee, Princess Leia and way too many others to list here. And, of course, let’s not forget 2016’s biggest example of change, a certain federal election that I can’t help but filter through ECM-tinted goggles: Did a presidential candidate’s basic email governance issues alter the course of modern history? Only time will tell, but I’m thinking this point may come up in more than a few Information Governance presentations over the rest of this decade. That was just one instance where information management influenced change — and vice versa — in 2016. See below for more: Box continued to dance with the IBM elephant Hewlett Packard Enterprise continued to restructure, agreeing to multi-billion dollar deals that will spin-off/merge its Enterprise Services division with CSC and its software business (including Autonomy) with Micro Focus Lexmark was sold, with its software unit reportedly put up for sale immediately by its new owners OpenText celebrated its 25th anniversary by announcing its intention to acquire Documentum Increasingly staggering tales of data leaks and hacking garnered even more of attention thanks to everything from the Panama Papers to the Democratic National Committee to Yahoo Digital Transformation continued to expand the possibilities and expectations of content within enterprises, often resulting in a not-entirely-comfortable spotlight being turned on ECM’s history of implementations and adoption Together, these disruptors tell a tale of a sector seemingly in the throes of transition and uncertainty. It was enough for some industry analysts and experts to begin sounding the death knell for traditional ECM platforms: They’re too complex, too unwieldy, and too expensive. Maybe they have a point? More than a few commentators also raised the suggestion that the very concept of enterprise-wide content management is obsolete — the market is oscillating back towards standalone, easily digestible solutions to specific use cases rather than bulkier, unified platforms. This piecemeal approach comes with its own set of issues, though. Employing independent, niche apps for specifics like content creation, collaboration, and sharing can run counter to maximizing integration, security, compliance, and analysis. All of which are absolutely essential to realizing success in the coming years. ECM in 2017 and Beyond Future ECM success will be found in technology that can be both a platform for massive, document intensive business processes as well as a lightweight solution for integration and built-for-purpose apps. Success will be seamless collaboration inside and outside the confines of the firewall. And successful ECM will still bridge information sources, aggregating data to drive processes through contextual workspaces – all while providing the governance capabilities we still need. Critically, ECM will sneak into the background as part of applications and processes; functioning as a fully integrated, behind-the-scenes facilitator supporting productivity. Bonus points are awarded if it allows organizations to leverage the sizable capital and knowledge investment they already have in their current ECM platforms. How do we get there? OpenText has a vision for the future of ECM: Cloud-First — quickly deployed, elastic, always available, and constantly updated Independently Consumable — micro-service architecture and REST APIs make it easy to embed ECM in lead business applications and purpose-build new, lightweight apps Consumer Experience — simple, clean UIs; self-administered to maximize adoption Analytics — built-in for light-touch insight into usage, workflow, and continual improvement Repository Agnostic — stands independently or integrates with existing storehouses to eliminate migrations and leverage existing investments Application-Centric — a platform designed for the development of low- and no-code apps to solve specific business problems Can it be achieved? Yes. And it starts with the understanding that you don’t have to throw away your legacy ECM platform like an old 2016 calendar. Build on it. Start small. Aim for targeted solutions by thinking in terms of “content services”: Address your specific business needs strategically, then source and apply the appropriate technology to solve them, integrating it with the core infrastructure you already have. Whether it’s extending ECM functionality further into your business processes, enhancing content sharing and collaboration, or creating purpose-built apps to achieve specific goals, the foundation you’ll need is probably already there. That’s the key to the future of ECM; one that can be realized more quickly and successfully by fully appreciating the fact that “the times they are a-changing.”

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OpenText Named Leader in Five Functional Areas of new Gartner ECM Critical Capabilities Report

enterprise content management

Last month, the highly respected analysts at Gartner released their 2016 Magic Quadrant for Enterprise Content Management. As I wrote in my last blog, the report provides some excellent insight into the changing Enterprise Content Management (ECM) landscape and how ECM solutions are evolving to meet the needs of digital enterprises. It’s compelling reading. And, yes, OpenText was once again named a leader in the sector—the 13th year in a row we’ve been honored with that designation. This month sees the release of the Magic Quadrant’s companion report, Gartner’s Critical Capabilities for Enterprise Content Management. As in the earlier Magic Quadrant, OpenText™ Content Suite scored extremely well in the Critical Capabilities report, ranking first in three categories and second in the other two. So, two Gartner reports, two leadership positions for OpenText Content Suite! What’s the difference between the two reports? In Gartner’s own words: “The Magic Quadrant assesses the ECM vendors with respect to their ability to execute in the market and their vision. This Critical Capabilities document assesses the 15 vendors in terms of their ECM suites’ functional capabilities to support the following five use cases: Personal and team productivity Records management and compliance Process applications Content ecosystem Digital transformation/modernization” It’s clear by looking at these five areas of assessment that the expectations and functionality of ECM have changed. Gone are the days when ECM platforms were viewed and assessed as labor-intensive, one-way repositories where part of an organization’s information was filed to meet compliance requirements. New use cases cover everything from digital modernization to employee productivity to process integration. What’s involved in each? Personal and Team Productivity A new generation of knowledge workers demands new ways to share, collaborate, and create. The new ECM standard is to make adoption and usability simple, allowing users to work they want to work, while providing relevant content in the context of projects and tasks and integrating with leading productivity suites like Office. Records Management and Compliance ECM is a traditional driver and a long-standing strength of OpenText. But governance can no longer hamper throughput. It must be an underlying, concurrent by-product of process and personal productivity. Automation and transparency are key. Process Applications ECM was never about ECM, it was actually about making the business better. Next-gen ECM must excel at the use of automation and workspaces to increase the reach, security, velocity, and value of process-generated content. Think case and contract management, M&A, RFPs, claims processing, and more. Content Ecosystem If ECM is about making business process better, it means that it needs to be extended into business processes and the business applications where the process lives. Previously isolated applications are now linked with ECM has the central hub, information can flow across functions, and governance can be extended. Digital Transformation/Modernization The first four use cases fit into our “new normal” understanding of ECM. However, the last one, ECM as a driver for digital transformation, definitely stands on its own. It’s certainly a source of pride that OpenText leads this category and it’s obviously critical to our customers as digital transformation tops the agenda for many organizations’ strategic plans right now. However, digital transformation starts with customer centricity. The question is: Does ECM have a role to play in customer engagement? Yes! It certainly does if you consider that enterprises now realize the digital employee has the same choices as the digital consumer when it comes to when, where, and how they get their information. Engaging and enabling knowledge workers is where customer centricity starts, and ECM is a vital part of that experience. Customer centricity also typically requires an improvement in digital operations. Based on the first four use cases above, ECM’s ability to improve personal and process productivity positions it as a key difference maker. Information is still the lifeblood of the organization and transformation initiatives almost always involve making the flow of information easier within the organization. What does it mean in terms of your success with ECM? OpenText believes the concept of ECM—whether referencing the product itself or the traditional definition of “content management” within the enterprise—MUST change in order for organizations to thrive as digital entities. Success in the coming decade requires a new approach to information management. Enterprises need to adopt a new stance in order to have full control over, and be able to extract maximum value from, their most important asset; the information that flows from every person and process in the organization. Next-gen ECM solutions will play a key role in that. Just not in the way many have traditionally viewed ECM. As Gartner’s new report highlights, technology advances now allow ECM platforms to play a lead role in driving light-touch collaboration, bridging isolated siloes, and instilling automated, transparent governance in every corner of the enterprise. Still not up to speed on the new way of thinking about ECM and how it can contribute to your success? The two aforementioned Gartner reports are required reading. And there is also some great insight here and here. Then, take a few minutes and explore how OpenText ECM solutions are meeting the needs of progressive organizations here, here, and here.

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OpenText Named a Leader in the Gartner Magic Quadrant for ECM Again!

enterprise content management

The more things change…” OpenText has been recognized as a leader in the Gartner™ 2016 Magic Quadrant for ECM—for the 13th year in a row. Now, being recognized as an industry leader every year for over a decade is no easy feat in the rapidly changing software sector. Trends come and go, new technology replaces existing benchmarks, business models evolve, even the attitudes and approaches of end users morph over time. Researching and developing Enterprise Content Management solutions that keep you ahead of the curve for that amount of time is a huge achievement. But that’s just part of the reason we here at OpenText are thrilled to once again be recognized by the highly respected analysts at Gartner. This year’s Gartner 2016 Magic Quadrant for ECM accolades are especially rewarding for us, given that the rigorous evaluation process centered on the ability to execute and completeness of vision found in our new OpenText™ Content Suite 16. In our opinion, OpenText is on target in offering a new generation of ECM solutions that meet the needs of digital organizations. It’s Time to Rethink ECM–and what Success with ECM means Our belief that the very concept of ECM has to change is central in this. Yesterday’s definition of ECM is no longer sufficient to meet the needs of tomorrow’s enterprise. Simply viewing an ECM platform as a one-way repository for information storage and compliance doesn’t cut it anymore. Digital enterprises, and the knowledge workers that drive them, need so much more from technology in today’s digital environment: Effortless, light-touch collaboration is now critical, and increasingly decentralized business functions have created siloes of hidden-gem data that need to be bridged for information to flow freely to those that need it. A new generation of ECM technologies must facilitate this. They have the sharing and social capabilities to be the enterprise standard for collaboration. They have the integration capabilities to act as a central information hub, using metadata to push information in the right context at the right time to those who need it to enhance productivity. They have the ability to automate governance for security and risk management. This new approach to ECM is so pivotal, we believe Gartner amended their internal definition of what comprises an effective ECM platform in today’s digital environment. As a result, the 2016 MQ had two fewer leaders compared to the previous year resulting in a decrease from six to four. So, yes, the ECM landscape is definitely changing. And OpenText is proud to be recognized as a leader in this new era of information management. Regardless of your current ECM position, analyst reports provide excellent insight into the evolving state of the industry as well as in-depth analysis of the major vendors. They’re pretty much required reading for anyone involved in ECM. Take some time to download them here, here, and here. Then, start your own journey to ECM success by exploring the OpenText™ Content Suite. This graphic was published by Gartner, Inc. as part of a larger research document and should be evaluated in the context of the entire document. This Gartner document is available to download here.

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When It Comes to Information Governance, Membership Has Its Privileges

Analytics

The analogy that “Information is the new oil” is probably more apropos than was initially intended. Information is certainly fueling the digital economy, but like oil, in certain formats, it can be highly volatile or it can gum up the works. Most importantly, like oil, we are seeing a dissociation of our personal use and the big picture. The CO2 of the unfettered creation and use of information is the massive accumulation of risky and costly digital detritus. If you are looking for ways to manage and govern this information in your organization, you are probably thinking about information governance—and you are probably looking for resources to help. The Information Governance Initiative (IGI) was formed with the mission of helping organizations to “truly get their information under control and maximize its value” by advancing the practice of information governance. The IGI helps like-minded people come together to learn from one another and find a better way. It is a forum for ideas, facts, and techniques—and an initiative that pushes the market forward and builds information literacy. OpenText is proud to be a founding member, and is part of a large group of supporters who believe in the importance of bringing information governance to the forefront. We believe strongly in this mission and have been working hard with the IGI to develop, communicate, and implement best practices in information governance. This made our recent award as the IGI Supporter of the Year award extra special! We would like to invite you to join us in our support by becoming a member of the IGI Community. Membership benefits include access to templates, tools, reports, events, a collaborative online environment, and other great resources to help you build your information governance programs. For example, this great IGI post includes research on how to get your own information governance efforts started. Join today!  

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OpenText Supports the Information Governance Initiative [Video]

Barclay Blair, founder of the Information Governance Initiative and a long-time consultant in the field, likes to compare Information Governance to a diamond: “It has many facets and it’s very hard.” He’s half joking, of course—but he makes a good point. Information Governance has come to the forefront of many business leaders’ minds as they look to better manage their information and find the business value in it. The Information Governance Initiative, which was founded in February, has set out to help organizations by better defining Information Governance, creating a common set of best practices, and bringing experts together to actively solve Information Governance problems. I recently sat down with Barclay after we both participated in an Information Governance panel discussion (watch the full event on demand here). In our one-on-one time, we discussed Barclay’s work on the Information Governance Initiative, of which OpenText is a founding member. Watch our conversation: Learn more about managing your enterprise information and finding the value in your content with OpenText Discovery Suite. The latest solution from OpenText helps organizations implement a successful Information Governance strategy to promote compliance, reduce costs, and support defensible disposition of information.

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The Discovery Suite and the Rise of Big Content

Today, April 30th, 2014 OpenText announced the General Availability of the Discovery Suite. The Discovery Suite uses the power of search and content analytics to solve problems organizations experience with huge volumes of unstructured content. A great example of the type of problem that can be solved is Auto-Classification of content, which has become a very hot topic. Be sure to grab our whitepapers that discuss why it is time to consider Auto-Classification. Based on the availability of the Discovery Suite and interactions with customers and analysts, I would like to revisit some thinking from a previous blog. The Rise of Big Content – Change the Conversation to Unlocking Value in Unstructured Information I recently had the opportunity to sit on a panel with some of the leading lights in the field of Information Governance. One of the panelists, Alan Pelz-Sharpe, Research Director at 451 Group, took on the role of protagonist, pointing out that, despite the hype, Information Governance is falling flat in the ears of senior executives and many large corporations. He cited his research to point out that “less than one-third of senior management believed IG was very important at their organizations.” If, like me, you are a believer in the process and the benefits of Information Governance, this is probably both disturbing and perplexing. Why is it that we have not been able to get the attention of C-Suite when it comes to Information Governance? I think the answer is becoming obvious: Information Governance discussion inevitably end up focusing on risks and cost. To get the attention of execs, we need to talk about value – and more specifically ways of contributing to the top line. We talk about costs because they are tangible and measurable. We talk about risks because of past experience, or events that happen to like-organizations. Value on the other hand is typically acknowledged as a goal, but then it often fades into the background amongst the many challenges facing organizations as they take on Information Governance. Big Content – A New Way to Look at Unstructured Content Big Content is not the wake of our digital activities like Big Data, but the byproduct of the knowledge economy. It is the huge volume of freeform, unstructured information that organizations are creating and storing on the desktop, on mobile devices, and increasingly, in the cloud. Like the “3V’s” of Big Data, Big Content has significant challenges that need to be addressed in order to be useful. Big Content is Unintegrated, Unstructured, and Unmanaged. In order exploit this information and gain insight from this information, we need to solve the “3U’s” for Big Content. Announcing the OpenText Discovery Suite – Solutions for Big Content Integrating the Unintegrated: Instead of getting smaller, the list of systems that host unstructured information is growing in most organizations. The OpenText Discovery Suite eliminates these silos with a Unified Information Access Platform for enterprise sources and content. The Discovery Platform has connectors for critical Enterprise applications and it processes and indexes documents found in the enterprise. It also provides a rich library of UI components and APIs so that developers can embed search directly into line-of-business applications. Bringing Structure to the Unstructured: Normalizing and enriching content brings structure and consistency to otherwise freeform content. OpenText Discovery Suite uses OpenText Content Analytics to bring structure to the unstructured. It extracts semantic information from content and applies it as structured metadata. Semantic metadata includes people, places, organizations, complex concepts, and even sentiment. This, combined with file metadata and permissions metadata, provides a way to query and organize unstructured information in ways not possible before. Managing the Unmanaged: Big Content, more than anything else, is unmanaged. We need to first manage the content so that we can differentiate between the valueless content and the content that is worth keeping. OpenText Discovery Suite has applications to manage specific Big Content problems that organizations struggle to solve every day. Search and content analytics alone do no solve business problems. Business logic, roles, reporting, and much more needs to be built on top of the platform in order to support the use case and provide a clear return on investment. Some of the Information Governance use cases include auto-classification of content, collection, and early case assessment for eDiscovery, remediation, and migration to control the lifecycle of content. Some of the engagement and productivity use cases include site search, intranet, and extranet search applications. The Way Forward – Making Big Content Valuable In solving the “3U’s”, the Discovery Suite encapsulates the processes required to identify value in Big Content. Once the valueless content is being managed, it is possible to focus on securing and managing the valuable content. Finally, the value of the content can be amplified. Enriched content provides better access, greater productivity, increased collaboration, and content reuse. This allows us to have conversations about effecting both the bottom and top line.

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Introducing the Discovery Suite

Whenever I talk to customers about Information Governance, we talk about the technology and processes that help to balance the risk, cost and value in the huge volume of information we create and accumulate. Inevitably however, we end up talking more about risks and cost. We talk about costs because they are tangible and measurable. We talk about risks because of past experience, or events that happen to like-organizations. Value on the other hand is typically acknowledged as a goal, but then it often fades into the background amongst the many challenges facing organizations as they take on Information Governance. Why is the value of our information always secondary to the risks and costs? I think there are three prime reasons: 1. It is very difficult to quantify value – and especially put a return on investment on value 2. Due to the size and growth on unstructured content, the risks and costs are overshadowing the value conversation 3.Nobody really knows how to go about getting value out all the unstructured content we create and store due to the complexity of sources, formats and sheer volume A New Way to Look at Unstructured Content If there is one thing that the Snowden affair has done, it has been to raise the public consciousness of the power of Big Data. Big Data is primarily about capturing the electronic wake of our digital lives found in logs, click streams and transactions to analyze and obtain valuable information from these exceptionally large data sets. Big Content is not the wake of our activities, but the byproduct of the knowledge economy. It is the huge volume of freeform, unstructured information that organizations are creating and storing. It is our email, documents, spreadsheets, and media being created on the desktop, on mobile devices, and increasingly, in the cloud. Like the “3V’s” of Big Data, Big Content has significant challenges that need to be addressed in order to be useful. Big Content is Unintegrated, Unstructured, and Unmanaged. In order exploit this information and gain insight from this information, we need to solve the “3U’s” for Big Content Announcing the OpenText Discovery Suite – Solutions for Big Content This week at Enterprise World, our annual user conference, we announced the coming availability of the as part of our upcoming release. The Discovery Suite has been specially created to address the problems of Big Content. Integrating the Unintegrated: Instead of getting smaller, the list of systems that host unstructured information is growing in most organizations. This, combined with a perception at the end user level that there is no cost to hoarding information, means that unstructured content is found in every nook and cranny – including file servers, archives, email systems, ECM, ERP and increasingly in social media applications and the cloud. The OpenText Discovery Suite eliminates these silos with a Unified Information Access Platform for enterprise sources and content. The Discovery Platform has connectors for critical Enterprise applications and it processes and indexes documents found in the enterprise. It also provides a rich library of UI components and APIs so that developers can embed search directly into line-of-business applications. Bringing Structure to the Unstructured: Normalizing and enriching content brings structure and consistency to otherwise freeform content. In order to have the confidence to act on information, whether that be delete, migrate, or reuse content, it is necessary to understand and locate the content. Metadata that is added to unstructured information can be used for search, for reporting, for faceting, and to visualize the information. OpenText Discovery Suite uses OpenText Content Analytics to bring structure to the unstructured. It extracts semantic information from content and applies it as structured metadata. Semantic metadata includes people, places, organizations, complex concepts, and even sentiment. This, combined with file metadata and permissions metadata, provides a way to query and organize unstructured information in ways not possible before. Managing the Unmanaged: Big Content, more than anything else, is unmanaged. We need to first manage the content so that we can differentiate between the valueless content and the content that is worth keeping. Information Governance and defensible disposition can be used to reduce the risk and cost of the content found to have no value. By enriching and making the content more findable, valuable content becomes more accessible, more valuable, and leads to improvements in productivity and engagement. OpenText Discovery Suite has applications to manage specific Big Content problems that organizations struggle to solve every day. Search and content analytics alone do no solve business problems. Business logic, roles, reporting, and much more needs to be built on top of the platform in order to support the use case and provide a clear return on investment. Some of the Information Governance use cases include auto-classification of content, collection, and early case assessment for eDiscovery, remediation, and migration to control the lifecycle of content. Some of the engagement and productivity use cases include site search, intranet, and extranet search applications. A Roadmap for Innovation The release of the Discovery Suite in April of 2014 is a significant milestone in the in the roadmap for search and content analytics at OpenText. The R&D group, which owes its roots to the acquisition of Nstein, started with an industry leading Content Analytics solution and built upon that to deliver the Discovery Platform, InfoFusion, the industries only Auto-Classification solution with built-in defensibility, as well as the innovative site search application Semantic Navigation. The innovation continues with the release of the Discovery Suite. At Enterprise World we are providing sneak peeks of two new applications that will be included in the Discovery Suite. Both these applications are great examples of the power of integration in EIM. The first is the integration of the Discovery Suite and the Experience Suite. InfoFusion will provide semantic search for the Experience Suite, significantly differentiating the search experience. The second is an integration with the Content Suite, where we extend lifecycle control of content outside of the Content Suite. Most critically, it will allow organizations to light up the dark content that lives in File shares and legacy application. Based on an understanding of the content, organizations can delete content, leave it in place, or migrate the content to the Content Suite. The Way Forward – Making Big Content Valuable In solving the “3U’s”, the Discovery Suite encapsulates the processes required to identify value in Big Content. First, in order to derive value from Big Content, we must first determine what is not valuable. We need to find and deal with this content using defensible disposition policies. Discovery applications like Auto-Classification can proactively or reactively assess content against the organization’s policies to identify business relevant content, records and transitory content. Once the valueless content is being managed, it is possible to focus on securing and managing the valuable content. Discovery Application can move content from unsecure locations like file servers to OpenText ECM for ongoing retention and archiving. Finally, the value of the content can be amplified. Enriched content provides better access, greater productivity, increased collaboration, and content reuse. In developing a repeatable process for garnering and increasing the value of content, we actually address the other two issues. The first step in the process is separating the valueless content, which is where a huge amount of the risk and cost resides in Big Content. Doing this is going to make the IT and Legal teams happy. Lastly, by making content more accessible, more findable, it is going to be easier to see where Big Value is being realized.

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Why Attend Enterprise World? One Word – Discovery

The leaves are falling, the days are getting shorter, and here in Canada, the temperature is dropping precipitously. That means that OpenText Enterprise World is on its way – as is the opportunity to enjoy some warmer weather in Florida. Enterprise World kicks off on November 17th and wraps up on the 21st. Enterprise World is not just an opportunity enjoy a warm climate, it is also the best opportunity to learn about the OpenText solutions that you already have, about the new things we are doing in Enterprise Information Management – not to mention network and have fun. Current and prospective customers will find a wide variety of ways to learn about OpenText Discovery applications, their use cases and customer successes. Discovery applications use search and content analytics to solve problems in Information Governance and Web Experience Management. We have also been working hard at OpenText to create and document API’s and reusable libraries that make sure that developing and maintaining your own applications can be fast and inexpensive. A few places to learn more about Discovery inlcude: Techie Tuesday Techie Tuesday is the day we’ve set aside to host deep dive discussions on how to integrate, configure and customize OpenText solutions. It’s a rare opportunity to meet with OpenText technologists to get the information you need to get the most out of your organization’s OpenText products. The Discovery track will have three sessions. Two technical sessions around InfoFusion cover creating InfoFusion Applications and using InfoFusion for content migration. The third session is for Web Site developers and Web Site managers. It covers developing effective and compelling site search to improve SEO and content find-ability. These are practical sessions led by OpenText engineers, Product Managers and Consultants responsible for creating and deploying these products. A complete list of Discovery technical sessions can be found here. Break-Out Sessions There are a wide variety of Breakout sessions targeted at Information Management professionals. These sessions will highlight the variety of search and content analytics solutions that make up Discovery. They will also provide insight into the problems we are trying to solve and how we address them. Some of the big-picture issues are outlined in the below SlideShare. A complete list of Discovery break-outs can be found here. Why Attend OpenText Enterprise World? One Word – Discovery from Stephen Ludlow Keynotes The keynote presentations given by OpenText executives are a great way to understand where OpenText is headed from a strategic and product perspective. They are also full of stories about our customers, and how they have been successful in Enterprise Information Management. They are also entertaining and thought provoking. I’m pretty sure William Shatner will be both, and more. Networking Year after year, we hear the same thing. The most valued aspect of Enterprise World is the ability to network, chat and bend the ear of specialists and industry experts in OpenText and from amongst your peers in the wide variety of OpenText customers. This year will be no different. Supporting Discovery and ECM, you will find Product Managers, software developers, consultants, partners, implementers, computational linguists, Information Governance experts and much, much more. We are busy preparing the biggest and best Enterprise World for our 15th anniversary. We look forward to welcoming you, educating you, entertaining you, and most importantly, listening to you. If you haven’t already, please register soon.

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