Enterprise World

Simplifying the Conflict Minerals Reporting Process

Earlier this year many North American based companies were filing their conflict minerals reports for the first time. The Dodd-Frank Conflict Minerals Law was introduced to help understand the source of conflict minerals across global supply chains, primarily in the high tech, automotive and CPG manufacturing sectors. This is an area that I have blogged about before, click here & here, however this blog will provide an update on how this year’s reporting process went. I will also be covering this subject in more detail during one of my presentation sessions at our Enterprise World conference next month. This new law was introduced by the US Senate and applies to any North American based company filing to the Securities and Exchange Commission, SEC. Companies have to provide evidence that their supply chains are not using conflict minerals. Even though it was just North American based companies that had to report to the SEC, suppliers located in other countries would have to provide evidence to their respective customers in North America of where potential conflict minerals were sourced from. Conflict minerals, namely Tin, Tungsten, Tantalum and Gold (collectively known as the 3TG minerals) are mined all over the world however this new regulation specifically relates to the sourcing of 3TG minerals from the Democratic Republic of Congo (DRC) in Africa. Many mines in this region are owned by militia groups and the proceeds from the sale of 3TG minerals are used to fund their military operations. 3TG minerals are used in a range of every day products: The new law aims to check the source of these minerals before they enter the smelter process. In December 2010 the International Organisation for Economic Co-Operation and Development (OECD) produced a document describing a five stage process which provides due diligence guidance for sourcing minerals from conflict affected and high risk areas around the world. Stage two of this framework specifically relates to the assessment and reporting process for identifying the source of conflict minerals. To assist with the reporting process, the Conflict Free Sourcing Initiative (CFSI) was established to help companies implement a process for assessing their supply chain and to find out where 3TG minerals were sourced from. CFSI devised a SEC approved reporting Microsoft Excel spreadsheet that companies could use for assessing their supply chains. All of the major industry analysts have produced reports offering their own analysis on the sourcing of conflict minerals, however Deloitte succinctly summarised the issues as follows, “The complexity of today’s supply chains combined with the lack of visibility into sourcing practices will be one of the key challenges of ensuring that Dodd-Frank can be adhered to”. So how did companies do during the first reporting period and what were the challenges that they faced during the assessment process? Initial estimates of the number of companies that would be impacted by this new ruling were 6000, however a study conducted by Ernst and Young in June 2014, just after the 2014 reporting process had been completed, showed that the actual number of companies that completed a standard disclosure form to the SEC was just over 1300 and of these just 1000 completed a conflict minerals report as they had reason to believe that 3TG minerals had been sourced from the DRC. The Ernst and Young report went on to say that: Average number of suppliers surveyed was 2500, but ranged from just 5 to over 40,000 suppliers 49% of respondents came from the technology, industrial and CPG sectors 43% of respondents showed sourcing of some portion of minerals from the DRC 52% of companies did not disclose supplier response rates, of those that did respond only 15% of companies had supplier response rate greater than 90% Only 27% were able to provide a list of smelters and refiners After reviewing some of the conflict minerals disclosures on the SEC website it became clear that many companies had struggled to engage with their entire supply chain and in fact there were some remarkably similar issues faced by reporting companies, namely: Ensuring that supplier contact information was up to date to allow reporting template to be sent to them Some companies received no response from their direct and sub-tier materials suppliers, partly due to the complexity of their respective supply chains Information provided by suppliers was often incomplete or inaccurate Suppliers had to be chased up for report submissions to meet SEC’s May 31st deadline Part of the problem related to acquiring information from suppliers is the reporting tool itself, even though it is relatively easy to complete, the main challenge is the distribution of the spreadsheet to a supplier community and then tracking all responses. If a company for example has more than ten thousand trading partners located all over the world then this problem becomes even more complex. OpenText™ Active Community is a cloud based community management platform that is used to manage day to day interactions with a supply chain community. Using a centrally managed archive of supplier contact information combined with comprehensive email management and reporting tools, Active Community can help remove the complexities of managing the distribution of information to a trading partner community. OpenText has re-created the CFSI reporting template within Active Community’s survey module. This means that companies can simply send an email to all their suppliers with a link to a reporting web form and all responses can be tracked and reported on. Using Active Community for the conflict minerals reporting process offers a number of key benefits: Provides an effective cloud based platform for distributing and tracking responses to conflict minerals based assessments Offers a simple and efficient reporting environment to encourage 100% participation from trading partners Ensures trading partner information is accurately maintained within a centralized environment Allows a company to meet an important corporate social responsibility objective and allow a conflict minerals report to be filed on time Even though the reporting process is only mandated by law in North America at the moment, other regions around the world are closely monitoring the US reporting process. The European Union passed a ruling earlier this year that it would allow companies located in member countries to self-certify their supply chains for conflict minerals. The EU ruling currently applies to importers of raw materials and does not include manufacturers and companies importing finished goods. The US and EU rules are intended to introduce more transparency into global supply chains, companies will therefore be ethically compelled to find out what is in their supply chains. Moving forwards it is expected that conflict minerals sourcing will become a core part of a company’s Corporate Social Responsibility initiative, which of course has board level support in most companies. OpenText has developed a number of resources to explain how we can help companies simplify their reporting process, these resources include an executive briefing document, a short webinar providing more details on the conflict minerals ruling and how Active Community can help and finally a twenty minute demonstration of the CFSI template within Active Community and how it can be used to quickly survey a supplier community. If you would like to see a short introductory video which introduces the conflict minerals ruling then please see the video below. To access our conflict minerals resources, please CLICK HERE. If you would like to learn more about our Conflict Minerals solution or any other solution that OpenText offers then why not register to attend our Enterprise World event in November? I will be presenting a number of manufacturing focused presentations at this event and you will be able to hear case study presentations from Panasonic and Michelin on how they are using B2B solutions from OpenText. Click on the link below for more information.

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Improving Compliance with Information Governance

The Financial Services industry has seen risks and, notably, costs change a lot in the past year. The costs of not being in compliance have increased exponentially. Fines that were considered incredibly high at several hundred million dollars have now crossed the multibillion dollar mark. In one instance, this number raised doubts about the adequacy of one bank’s capital level after they paid the fine. Financial Services is the industry most impacted by the worldwide increase in regulatory compliance. Better Information Governance can position every financial services firm to meet this challenge successfully. The need for it has never been greater and that need will continue to grow with the expansion of compliance regulations. Granted, Dodd-Frank, FATCA, Basel II & III, Solvency II, the Patriot Act, et. al. are very important. The risks of losing a banking license, reputational risk from negative publicity and even inability to conduct basic business like US dollar clearing are now on the line. Will your customers leave you if this occurs? The value that Information Governance brings to prevent these problems is immeasurable. It helps to minimize legal liability, secure sensitive information, improve regulatory compliance and reduce expenses and, most importantly, treat information as a strategic asset. It can be used to show regulators that positive action has been taken and that regulatory compliance is of paramount importance. Kahn Consulting wrote a whitepaper titled, “ 7 Essential Steps for Taking Control of Digital Data Debris ”, which will help you to build a strong Information Governance strategy, while improving compliance. Beyond regulatory compliance, there are other areas where Information Governance can add a lot of value. This includes the security of information and the ability to use information assets to maximize value while minimizing information-related risks. Other important areas are addressed by Records Management, eDiscovery and the defensible disposition of information. This whitepaper will address all of this and more, while helping you gain a much better understanding of the value. Every financial service firm should have a strong Information Governance strategy, process and technology to manage risks better, avoid regulatory compliance problems and maximize the value of your information. At OpenText, we provide a strong platform for Information Governance, which strives to balance value the risks and costs associated with corporate information. Register and join us at Enterprise World, November 9-14, 2014 to share your thoughts and opinions with us.

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Enterprise World 2014 Invites you to Experience Greatness!

Customer Experience , as defined in Wikipedia, is the sum of all experiences a customer has with a supplier of goods and/or services over the duration of their relationship with that supplier. In today’s world, this experience can make or break a business. At OpenText we strive to provide our customers with a platform and applications that allow them to deliver great Customer Experiences to their audiences, buyers and stakeholders. Enterprise World provides the perfect venue to come together and share vibrant stories of greatness. In fact our theme for this year’s Customer Experience Management track is called: Experience Greatness! This post will help you navigate greatness in products , ROI, peer discussions and technical how-to’s. CEM Sessions on Wednesday & Thursday We have over 35 CEM session and activities to help you experience greatness. Keynotes : We begin the day with Main Stage Keynotes from guest speakers and OpenText Executive Leadership. Right after lunch, we will host a mini-keynote session centered on the Experience Suite, where we have organized a “View on CEM” for you. The mini-keynote will tease you with discussions that will continue into more in-depth breakout sessions. It’s Time for Action: Lessons in Delivering Great Digital Experiences from across the world. • How are digital channels changing expectations and how should organizations respond? • Are social media efforts like the ALS “Ice Bucket Challenge” creating emotional connections that others should follow? • Beyond satisfaction: what is it that makes customers loyal? • What can we learn from companies that consistently ‘wow’ their customers? • Next steps: how should you invest to meet Digital Transformation initiatives? Breakouts : After the mini-keynote, we will have 4 CEM tracks running simultaneously. The 4 track themes each cover important facets that are needed to help build a great experience: Track 1: Great Omni Channel Communications Great communication is an art form. Hear from other organizations how they were able to design, develop and deploy rich omni-channel Communications: personalize and target invoices, email, webpages, receipts, documents and more to improve interaction with you anytime, anywhere and across any device. Track 2: Great Adaptive Content Information is an instrument for communication in every organization; dynamically tuning it for each individual’s preference is the heart of Adaptive content. This track will highlight how organizations like yours are accessing information from multiple sources to share the most effective content based on user preference. Track 4: Great Experiences With the rise in Digital Transformation projects, many organizations are looking at how to create, curate and manage media, web, documents, social and any other digital assets to deliver the most compelling Digital Experience possible. Looking for ideas in digital marketing, customer self-service, supply chain distribution? Hear how other companies have deliver seamless, comprehensive information flows – creation, publication, distribution, analysis and archiving of content to formulate a great experience. Track 4: Great Responsiveness This track will highlight the importance of creating a responsive web and mobile experience that is consistent, compelling and engaging. Adaptive content delivers experiences that are device agnostic, but only a Responsive system can adjust as users switch between devices and channels. Each track is designed to stimulate conversation and interaction with the audience on a variety of topics. Whether you want to continue the technical discussion or look for business oriented sessions, we have something just for you. Each of the 4 themed tracks above are broken into the following focus areas to help you narrow down to your most relevant area of interest. CEM – Experience Strategy – Market leading companies will share their strategic views on topics such as; how best to find the balance between adopting new digital channels and consistency across existing channels. CEM –Experience Insight – It’s all about the metrics. These sessions will provide insights into measurable activities such as; how to best make your customer experience seamless and responsive across the multitude of devices that both businesses and consumers use; or how to improve on your customer engagement. CEM – Experience Best Practices – In these sessions, you will hear direct from the practitioners who will offer their tips and advice on things like; how best to use HTML5 to improve the user experience; or how to optimize social collaboration for positive business impact. CEM – Experience Case Studies – What better way to bring the strategy, metrics and implementation to life than through real-life scenarios? OpenText customers share their stories such as a government’s ability to cement the citizen experience with social media capabilities. CEM – Roadmap – Upgrade Path – Product Management will share their vision for the next releases of our Experience Suite family of products, including Tempo Social, Portal, WEM, CCM and Media Management sessions. Hear how you can upgrade to the full Experience Suite and take advantage of this new integrated platform. Innovation and CEM Labs and Meetings Back by popular demand… don’t forget to stop by the expo hall and check out the latest Customer Experience Management information workflow (we like to call the CEM LAB) . Here you will find the process of creating, managing, sharing and publishing content all visible in one location. Can’t make it through the whole story in one sitting, don’t worry, we’ll have a time table set that you can pop in and out as often as you can to see it all. Expo Hall: WEM, Tempo Social, Portal, Media Management, Customer Communication Management and WSM pods. CEM LAB: Get your hands on (and give feedback to) the new UX designs for CEM products . Meet the Experts: Just in case you want some 1-1 time with our engineers, product managers, support or services staff on site, you can request meeting times with your favorite experts. As you can see, in addition to the great entertainment we have in store for you (announcing soon) , there are many different activities to partake in over the course of the week. Make sure to keep an eye on this community as my next post will talk about the great customers that are coming to join us and share thier stories. Take a look back at last year’s event here. REGISTER NOW to ATTEND! WE HOPE TO SEE YOU THERE!!! http://www.opentext.com/campaigns/enterprise-world-2014

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You Can’t Handle the Truth!

When Jack Nicholson uttered that line in A Few Good Men , many viewers thought it was a patronizing statement. However, transparency in government, information sharing, and data analytics are beginning to bring forward evidence to support potentially uncomfortable truths along with new considerations for ethics and privacy. As Dominic Sale, Deputy Associate Administrator for Information Integrity and Access in GSA’s Office of Government-wide Policy, said at NextGov PRIME’s Gov_2020 summit last week, “…humans are not wired for truth but for survival….Don’t underestimate the power of the organization to reject empirical evidence.” The Gov_2020 landscape was littered with cautionary tales. There were stories of spies and whistleblowers alternated with sessions about the Internet of Everything; aligning federal, state, and local mobility; and driving operations through analytics. Being a change agent is clearly a risky role to play, but the majority of speakers testified that the value and satisfaction of creating change is well worth the effort. However, several made the point that if it’s not happening, you can’t force change; it’s better just to move on. What became increasingly clear was that our old views of government—staid, stable, slow to react—are changing quickly and, while government remains a monopoly enterprise, consumerism and international competition on improvements (think the new US Digital Service patterned after the UK’s ) are driving change more than ever. And it’s digitization of information that has accelerated the change. So what captured the imagination of attendees and 30 million viewers in six different countries? At FDA, an agency often seen as innovation challenged, Dr. Taha Kass-Hout, Chief Health Informatics Officer, says, “FDA is always looking for feedback from consumers—with social media…We now have recall information, medical devices, prescription drugs, women’s health, and more on Twitter …We put source code out on DataHub and had a lively community in three months.” Inside FDA, they’re working hard to modernize as well, thinking that an inspector in the field should be able to track pathogen outbreaks and even prevent them through social reporting—two to three cases can provide enough information to stop the spread. They are also embracing public-private partnership and opening a new joint Innovation Center at FDA later this year. Wow, it’s not your father’s FDA! There were similar stories from US Postal Service, Census, NGA, and FCC—all agencies whose mission accomplishment depends on moving with the times and anticipating the future. Why send a census taker to canvas a neighborhood, for instance, if no one is home during the day or reluctant to answer a stranger’s knock? But it also became clear that pulling government agencies into a digital future would mean a change in culture. It’s happening, though, as Dan Berkowitz, CEO of SeeClickFix made clear: his six-year old company, which advertises for engineers to be “part of an only-as-big-as-it-needs-to-be Engineering team,” takes the same approach to product with a downloadable app that lets you easily report any problem to your local government and gets it to the right place for action. Despite the modest, freeform approach, IT REALLY WORKS! Messages across the Gov_2020 event reinforced that CIO skillsets were changing dramatically along with digitization. Communication and collaboration with internal and external stakeholders (especially human stakeholders) will be critical for success in 2020—and the Internet of Things will add the complexity of machine interaction to the mix. Brian Jones, the Deputy Assistant Inspector General for Analytics at the US Postal Service, stressed the need to start “with the data not the questions” and to package the information in a medium that is comfortable for those receiving it—spreadsheets for auditors but not investigators, for instance—so that “transparency across the organization enables perspective from others.” Finally, Sale characterized the most powerful obstacle to Big Data analytics, but it is also the critical obstacle to exploiting the possibilities of digitization: “Culture: the hard part is when you require sharing across the organization…by far the most difficult task is getting people to share their data—the biggest question [you hear] is why instead of why not .” Mastering these lessons may take us to 2020, but many agencies are already well on their way. Hear how more of your colleagues in governments across the globe are preparing for a digital 2020 with OpenText solutions at Enterprise World in November.

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Talk to an OpenText Hero: Getronics Optimizes BPM in the Cloud

Getronics, winner of the 2013 OpenText Heroes Award for Best Implementation of Cloud Services , uses OpenText Cloud Brokerage and Business Process as a S ervice (BPaaS) to orchestrate a variety of application services they provide to their customers. The OpenText solution enables Getronics to remove organizational and technical silos, and enable process-led agile operations in the delivery of those services, while helping Getronics’ customers save money and reduce internal costs when moving to the cloud. Hear from Tim Patrick-Smith, Group CIO of Getronics as he explains how OpenText Cordys (now Cloud Brokerage and BPaaS) helped their business reach its vision. Want to hear more from Getronics? Register for the “ Process Efficiency at Your Fingertips: Discover BPM Optimization in the Cloud ,” webinar featuring Alex Howe, Senior Enterprise Architect at Getronics, or join him at Enterprise World 2014 on November 9-14th.

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Find your industry colleagues at Enterprise World 2014

Enterprise World will have a great agenda this year, including industry-specific networking, sessions, speakers and insights. We hope you will join our industry team and take full advantage of the opportunities for peer discussion. We plan comprehensive coverage for Energy, Resources and Utilities, Financial Services and Insurance, Retail and Manufacturing, Life Sciences, Media, Entertainment and Telecommunications, the Public Sector, and more! The impact of digital on your industry We know the challenges that you face require a careful understanding and assessment of industry-specific demands, including established industry models and paths to digital transformation. So our industry experts have planned a set of focus sessions to hit on top of mind topics; including: Manufacturing Supply Chains of the Future Client Acquisition and Onboarding in Financial Services The M&E Digital Media Supply Chain Powering Business Transformation in the Energy Sector Challenges of Omni-Channel Retailing How Digital is Driving Government Transformation The New Quality Paradigm for Life Sciences More networking opportunities “You make thousands of decisions each year that impact everything from the kind of technologies your organization will implement to how digital will drive your global competitive advantage.” What better way to learn about the latest practices than from your peers in your respective vertical industry. This year at Enterprise World the vertical industry program begins on Tuesday afternoon with industry trends sessions and an industry meet-and-greet, and runs through Friday morning advisory group sessions. Throughout the week’s program tracks you will find industry solution case studies plus first hand customer success stories for your industry. Session topics will focus on how enterprise information management technology adds value for your organization, agency or business in your industry sector. And each morning you can join your colleagues at the “Birds of a Feather” industry breakfast tables. Register now and we’ll see you in November in Orlando, and in the meantime check out our Industry Insights community and Blog!

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OpenText and SAP—Structuring the Unstructured for Competitive Advantage

Last week I had the privilege of delivering a keynote at SAP’s annual Sapphire Now conference. For more than two decades now, SAP and OpenText have teamed up to help our customers maximize the potential of their information. Our partnership is symbiotic and forward-looking. As the world around us shifts to digital, the combined value we deliver grows exponentially. In our 2020 Agenda we outline how managing information effectively is a requirement for digital transformation. The ability to structure the unstructured information in the enterprise is part of this evolution—and a key capability that the OpenText and SAP ecosystem delivers. Only 20% of enterprise information exists inside an ERP system. The other 80%, the unstructured information, resides on servers inside the organization or in the cloud. Bringing this information together—connecting business suites with information suites—is a unifying force that produces a powerful foundation for innovation and opportunity. During my keynote, I showcased the amazing accomplishments of telco giant T-Mobile. Kari Escobedo, Vice President of IT Development at T-Mobile USA was on hand at the event to describe how the company has re-invented itself as the “uncarrier” and, in the process, revolutionized the industry. By replacing heavy-handed contracts and policies with engaging customer experiences, they have deepened customer loyalty and grown their market share to become the fastest growing wireless carrier in the United States. Central to their “uncarrier” strategy is turning customer information into customer insight and satisfaction. Watch the video of my presentation to hear the T-Mobile story and discover how information was pivotal to their business transformation. As the year 2020 approaches, one thing is certain: information will be ubiquitous and it will be the key to success. By connecting, controlling, and harnessing value from your structured and unstructured information, you can join the likes of T-Mobile, embrace the digital age, and lead your organization to success. I also invite you to read our 2020 Agenda for more details on how EIM is the transformative technology of the future.

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Investing Today for Tomorrow’s Growth

As the CEO of OpenText, I am often asked the secret of our success. How did a small spin-off company from the University of Waterloo become Canada’s largest software company and a global leader in enterprise software solutions? While there are many reasons for our success, our ability to innovate has been a central factor. In my experience, there are three key ingredients required to create an environment that fosters and supports innovation. The first ingredient is access to talent. In Waterloo, we have the University of Waterloo graduating world-class talent, the Communitech organization sponsoring local technology and innovation, and several incubators nurturing early-stage companies. The second ingredient is capital. Technology companies thrive when financial support is accessible and plentiful. The third, entrepreneurs can’t be afraid to fail. One aspect of venture is that if version one of the product or service doesn’t work, you don’t give up – you go to version 2 or 3. The local environment needs to support the entrepreneur’s ability to do this. Over the last year, OpenText has launched a number of initiatives to seed investment directly into local innovation and entrepreneurship – including the OpenText Enterprise Application Venture Fund and sponsorship of the Northleaf fund under the federal government’s Venture Capital Action Plan (VCAP). These initiatives are examples of our commitment to and support for technology innovation in Canada. Last week, I was also pleased to announce that OpenText will invest up to $2 billion over the next 7 years to create 1200 new OpenText jobs in Ontario. This nearly doubles our current workforce in Canada. The Ontario Government agreed to support this initiative with funding up to $120 million – an example of their deep commitment to tech jobs and innovation in Ontario. OpenText chose to invest in Ontario because here we have access to incredible talent, financial backing, and we are surrounded and supported by a community that understands innovation and takes steps to foster it. Here we benefit from an ecosystem that helps us flourish. Here we are investing to strengthen and expand the ecosystem for tomorrow.

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2020 Agenda: Are You Ready?™

By the year 2020, technologies like the cloud, mobile devices, big data, and the Internet of Things will have digitized our world in many ways. Society is already being profoundly transformed by these disruptive technologies. Entire sectors and old business models have been swept away as consumers find new ways to consume and access information, news, entertainment, and products and services to meet their daily needs. By 2020 all of the major operating functions of the enterprise will be digital, driven by the needs of three stakeholder groups: suppliers, employees, and customers. Suppliers: Buyer-driven platforms will continue to spread to the digital world for dynamic and real-time results, expanding on Just-In-Time (JIT) manufacturing to optimize supply chains and meet customer demand. Employees: At least half of an organization’s workforce will be comprised of “digital natives”—a technically savvy generation that grew up with easy access to the Internet and other digital channels across many devices. Empowered by mobile and social technologies, this highly-agile workforce will help the enterprise on its journey to digital transformation. Even now, digital natives are entering the workforce. Customers: Organizations will connect directly with customers to deliver highly-personalized products and services, create exceptional and compelling experiences, and tap into the wisdom of the crowd to source new markets. Customer expectations around responsiveness, delivery, and interactivity are already rising. The year 2020 will see a convergence of these forces into a nexus that the enterprise can capitalize on to create competitive edge. Organizations will need to digitize every process and re-configure their businesses to ensure competitiveness and effectiveness. To keep pace with evolving consumer and business needs, the enterprise of today will have to transform itself into the digital enterprise of tomorrow. Information lies at the heart of this transformation. In the digital age, information is the new currency—it holds the key to innovation, growth, and opportunity. Information leads to greater insights, better business decisions, higher customer satisfaction, greater agility, and optimized business performance. But how do organizations unlock the potential of information without compromising productivity and security? Enterprise Information Management (EIM) is the key transformative technology. EIM is the set of suites and practices that maximize the value of information while minimizing risk. EIM powers the 2020 Innovation Agenda. An EIM strategy will help transform your organization into a digital enterprise to support highly targeted, omnichannel marketing, a productive and inspired workforce, and streamlined distribution across your digital supply chain—all while ensuring governance and security. We have a comprehensive toolset that can help you re-conceptualize your information platform with our EIM Suites, Trading Grid, AppWorks, and Managed Services. Enabling 2020 is a multi-year journey. Let’s start it together, today. Read the 2020 Agenda White Paper.

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ECM: The Best of 2013

Wow, what a year 2013 was for ECM at OpenText! As we make our way through the second month of 2014, I’ve been reflecting on some of the highlights over the last year. From strong analyst ratings from Gartner and Forrester to great customer events, product releases, and shared information, 2013 was a big year for ECM. Check out some of the best parts: In Mark Barrenechea’s CEO blog, he has focused on ECM in several posts and in the popular CEO white paper series. Here are some great ECM papers for reference: Enterprise Content Management: Governing the Power of Information Information Governance is Good Business Information Flows and the Journey: Optimizing Value Chains with EIM Mobile Computing and the Cloud: The Impact of Disruptive Innovation on Enterprise Information Mangement Information Security: Protecting the Power of Information In March of last year, Resonate KT became part of the OpenText family, bringing the very popular WebReports and ActiveView ECM add-ons as well as the talented team that created them into the product group at OpenText. This investment in ECM brought not only advances in reporting but also in extensibility and usability to the ECM platform and add-ons. The INFORMation Governance Blog holds many interesting posts. Don’t be surprised if it looks a little different than you remember throughout last year: We’ve moved it to a new platform based on OpenText Tempo Social software. Here are some of my favourite posts from the year: In Five Common ECM Wins….and the Straightforward Cloud Solution, Alison Clarke describes the benefits one organization achieved by implementing ECM in the Cloud. Thinking about Records Management? Read Liz Kofsky’s RM: Information Governance Superhero-in-Waiting . Data Sovereignty and Privacy is a topic growing in importance for so many international organizations. There were a few posts covering these areas that may be of interest, including Whose Data is it Anyway? and Ignoring Privacy Compliance can Trigger a Public Problem. In Will PRISM and the NSA Affect the Move to the Cloud?, Greg Clark discusses security, privacy and archiving in the cloud. Enterprise World 2013 : My favourite work week of the year. It was a wildly busy week full of customer, partner, analyst and industry leader meetings, presentations, discussions and, yes, fun! This was a week best described as “drinking from the fire hose,” where there is so much to learn and see, so many people to meet, and so much that is new and exciting that is isn’t possible to take it all in. In one of my sessions near the end of the week, a customer told me he was exhausted from learning so much. He was looking forward to getting back and digesting it all and then digging further into key areas. He put it well. Now that the main event is done and we’ve digested, here are some summaries of key areas you can explore for more information: New Product Launches and Announcements: Content Suite 10.5: There is so much in this release to be excited about — for existing customers, partners and new prospective customers. Whether you are focused on compliance, development or administration, there is something in this release for you. Read more in the Content Suite 10.5 overview blog, and there are several pieces of reference material, webinars, and more to help you dig into the details. OpenText Archive: If you’re one of our many customers who have used our archive technology over the last 20 years, you know the compliance, cost savings and ease-of-use of these products. This year OpenText Archive has gotten even better with extended features and more new offerings such as OpenText Cloud Archive and Archive for Google Apps. Learn more about OpenText Archive and what it can do for you. xECM for Oracle E-Business Suite: More and more organizations are recognizing the benefits of bringing structured and unstructured content together in an overall Enterprise Information Management system. We have a significant portfolio of products that bring SAP together with EIM. Last year we announced a new offering, xECM for Oracle E-Business Suite, which brings the popular Oracle ERP system together with ECM. OpenText Tempo: Combining the benefits of social business tools with secure file sync and share, OpenText Tempo launched in 2013 to help organizations drive collaboration and innovation. Leading organizations are realizing the value of connecting people with each other and with their data in a secure, compliant environment. Learn more about this latest family of solutions. AppWorks: Developers are now able to write code using OpenText suites quickly and easily, with standard languages such as Java, JavaScript, and HTML5. AppWorks, our new developer platform, launched last year to help speed the path from need to solution for IT organizations. Learn more about how you can use AppWorks to build well-designed, purpose-specific apps for your enterprise. Yes, 2013 was a great year for ECM at OpenText! I can’t wait to see what the rest of 2014 has in store.

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Introducing the Experience Suite

This year’s theme at Enterprise World was the Power of Information. How appropriate that according to a recent report by Forrester Research, we have entered the Age of the Customer – a time when the customer (or any consumer of information) holds a lot of that power in the palm of their hand (literally). Technology has made buyers smarter and employees empowered; with online reviews and mobile web access, customers know more about a company’s products, service, competitors, and pricing than the organization may know itself. With power comes insight and with insight you can change the world. It is no coincidence that the digital revolution over the last 10 years has changed the global economy. Customers want to access information anytime, in any place and on the device of their choosing. Their experience with a company should be interesting, entertaining, informative and purposeful. And to make it even more challenging, as the customer switches their conversation from their handheld device to a store clerk, the shopper expects the new conversation to have continuity and a consistent experience. Rather, the shopper is establishing a connection with a brand experience in an Omni-Channel world. So it seems fitting at Enterprise World, we are unveiling our innovations in Customer Experience Management, in particular our Tempo Social release, and announcing the Experience Suite. Tempo has enhanced information sharing between users and systems in a new and friendly user interface. With the new Experience Suite, organizations will be able to deliver a consistent and compelling digital experience with content that is relevant, contextual and rendered correctly across multiple channels, devices or applications. Built on open standards like HTML5 and Responsive Design capabilities, the savvy marketer can implement true Omni-Channel pathways. Are you ready to take the first step in delivering Omni-Channel experiences?

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Introducing xECM for Oracle E-Business Suite

What an exciting week at Enterprise World as we announce so many new innovations! One of the great new ECM focused product offerings being announced is OpenText Extended ECM for Oracle® E-Business Suite. 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. What does it do? Within Oracle E-business Suite, users work on business activities – processes driven by their ERP system. Some of the information they need lives outside the ERP environment – things like documents, spreadsheets, and mail are all information the ERP users need to complete their work. Extended ECM for Oracle® E-Business Suite (xECM for Oracle) creates a connection between the ERP system and the ECM system within the organization so that relevant content in the OpenText Content Suite can be viewed and worked on within the familiar E-Business Suite interfaces in the context of the process. This makes work easier, faster and more accurate for the E-Business users. Some of the people that work with ERP business processes are only occasional Oracle users. These people spend most of their day in their Office applications, email or within other common ECM environments. xECM for Oracle makes it easy for them to work on ERP driven processes by bringing all of the objects, relationships, and content together within their familiar Content Suite interfaces such as MS office, Outlook, SharePoint, web, and mobile. Everything they need is at their fingertips without needing to learn a new system. Content both inside and outside the ERP system needs to be governed consistently, ensuring compliance to regulations, protecting the content, keeping it as required for compliance, ensuring it can be discovered during investigation, and deleting it when allowed or mandated to do so. Because xECM for Oracle is built on the foundation of OpenText Content Suite , this information governance and security is built in. Content such as HR documents, purchase agreements, and contracts are managed through their lifecycle with the same consistency and rigor as the associated email, documents, and CAD diagrams. Organizations can ensure their regulations and policies are adhered to regardless of the source of the information. Extended ECM for Oracle® E-Business Suite from OpenText How is it built? OpenText are experts at integration between ERP and ECM. Many organizations benefit from the depth and breadth of offerings we have that extend the ECM platform to provide integration and specific solutions with SAP systems. This experience has been used to create a similar foundational integration between Oracle E-Business Suite and OpenText Content Suite . Integration is built as core extensions to the Content Suite Platform, tied directly into the foundation of Content Server so that administration and configuration of the ECM system automatically applies to the E-Business Suite components. Within the Oracle system, standard E-Business APIs are used so that ECM components are natural extensions to the infrastructure and common UI’s. The beautiful thing about the way this application is designed is that it works for all Oracle E-Business Suite processes within the Oracle HTML and forms based interfaces, and within standard ECM interfaces such as MS Office, SharePoint, web, and mobile. Let’s take the example of a project so we can walk through how the integration works. When the project is created in E-Business Suite, xECM for Oracle creates a workspace for the business objects within the project. The workspace shows the folders, structure, and relationships between objects. It reflects the users that have access, the metadata associated with the project and the content. This business workspace is made available to users within both the ERP and ECM systems. Transactional content is added within the Oracle system, unstructured content is added within the ECM system. All content is visible to users in their environment so they can work where they are comfortable. When users are given access to objects within the process, they are automatically given access to the workspace. Metadata and classifications associated with the project are automatically applied to all the related content. Information governance is provided on all of the content from both systems ensuring compliance and risk reduction for the organization without adding extra work for users. Costs are kept down due to archiving of content into the OpenText archive where content is compressed, de-duplicated and stored on appropriate media on premise, in the cloud or both. What are the key benefits? · Productivity gains through users getting consolidated access to ALL information surrounding the transaction · Increased user adoption as users work where they are comfortable · Increased accuracy because there is no lookup and manual copying of information from one system to another · Cost and risk reduction through information governance and archival · Compliance with regulation and corporate policy What is next? Extended ECM for Oracle® E-business Suite officially releases in March 2014. Expect to see future releases of this product with added functionality, solution blueprints, and perhaps packaged applications for critical processes such as project management. In future there may be similar integrations to other Oracle ERP systems. Learn more! There is more to see and learn about this exciting new offering from OpenText. Visit www.opentext.com/oracle for further information. To learn more about the release of Content Suite, visit www.opentext.com/content . Follow and join in our Twitter traffic this week with hashtags #OTEW2013 and #OracleECM.

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Introducing the Discovery Suite

The Rise of Big Content and Big Value 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 fileservers, 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 Fileshares 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 fileservers 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. Discovery Suite accelerate Time to Value from OpenText

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Driving Innovation & Growth

The growth of unstructured information inside the enterprise is staggering. In fact, experts estimate that over 80 percent of data in organizations is unstructured and is growing at a rate of over 36 percent year-over-year(1). Managing this information across different formats, devices, and applications is a challenge for organizations that’s not going away. There is profound value in this unstructured information. In fact, your company’s future depends on it. How is the enterprise dealing with all of these new data types? Well, according to Forrester, they’re not. In a survey conducted in May of 2013, only 13 percent of the respondents had a formal information management strategy in place (2), which is why we’ve spent the last year focusing our efforts on our biggest synchronized software release to date. Announced at Enterprise World, this finely choreographed release features software advancements across our Enterprise Information Management (EIM) suite designed to help organizations manage huge amounts of data and unlock the untapped value of their information to create competitive advantage. Our latest release features over 300 integration points and stronger synchronization across five suites of software: Content Suite, Process Suite, Experience Suite, Information Exchange Suite, and Discovery Suite. The OpenText Vision: A Holistic View of EIM Let me touch on some of the highlights, suite by suite: Content Suite: will reduce costs through security features, information governance, and content lifecycle management. Innovations include an easier to use interface, APIs, reports, report writer, and Archive in the Cloud. Process Suite: automate processes to improve performance with new Smart Process Apps, including Case Management, Case Intelligence, and flexible deployment on premise or in the Cloud. Experience Suite: create the best possible consistent experiencewith every interaction through enhancements like omni-channel publishing and adaptive media, web and social analytics, ecommerce connectors, and our new HTML5 user experience. Information Exchange Suite: build trust and reliability, and reduce risk with the secure exchange of information from any user on any device to any destination. Innovations include advanced messaging services layer for fax, notification and EDI services, real time audit trails, and data loss prevention capabilities. Discovery Suite: empower people to find, understand, and leverage enterprise information for greater insight and better decision making with solutions for auto-classification, content migration, content analytics, semantic search, eDiscovery – and a CIO dashboard. With our latest release, we’re also introducing AppWorks, common RESTful services, and an EIM developer platform that accelerates the speed of development and introduces opportunities for innovation to our customers and partners. With AppWorks, developers can begin to write code using our suites within hours as opposed to weeks, using standard languages such as Java, JavaScript, and HTML5. The EIM suites outlined above are integrated through AppWorks to leverage the value of combined suites into a comprehensive EIM platform. Support for Sophisticated Information Flows AppWorks builds our holistic EIM strategy by supporting complete and integrated information flows to maximize the value of information across the enterprise. EIM is the next generation of enterprise software. Our latest release delivers a strong technology foundation for our customers to build on and establishes EIM as the mission-critical solution to drive insight, innovation, and growth. (1) Ray Paquet, “Technology Trends You Can’t Afford to Ignore”, Gartner Inc., http://www.gartner.com/it/content/1503500/1503515/january_19_tech_trends_you_cant_afford_to_ignore_rpaquet.pdf (accessed 10 Nov. 2012). (2) Alan Weintrub, “The Enterprise Information Management Barbell Strengthens Your Information Value.” ©2013, Forrester Research, Inc: July 15, 2003

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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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Invisible, Ubiquitous, ‘Intelligent’: Enterprise Content Management in 2018

Guest Blog By: John Fisk, SAP In planning for an Enterprise World session about the future of ECM with Michael Cybala from OpenText, I spent some time thinking about what the market expectations will be in 2018, and how new technology might enable those possibilities. As prognostication is always more fun than working, I thought I would share a few of the ideas that emerged from the exercise. Some are mundane, and some are far-out, but I’d be very interested in feedback on any level– so please comment freely! (Note – these thought are only a personal perspective, and do not reflect any future product commitments by either SAP or OpenText) Invisible ECM Over the past seven years, SAP and OpenText have developed a product portfolio built on a simple value proposition: integrate content and ECM capabilities directly into SAP processes and applications, combining ‘seamless’ UIs, integrated data hierarchies, unified access controls and many other features into a unified solution. This integration has resonated with every industry in every region, and we believe our joint solutions are the best in the world, but there is still a long way to go. Over the next five years, customers should expect that the ECM platforms of today become ever more deeply integrated with all major applications. And key point is that this integration should become deeper, more pervasive, and ever more invisible to end users. Most of the time, they should be blissfully unaware that they are creating, sharing, or accessing content managed by a central ECM system. In a perfect world, the right content is always available when they need it, in familiar applications and systems of engagement. By 2018, I expect an ever deeper set of native integrations, repository abstraction layers, APIs and web services will enable applications to instantly and invisibly find the content and functionality needed in almost any situation. Ubiquitous ECM A related theme is the ubiquity of ECM. ECM capabilities will be made available across an ever-expanding set of devices, interfaces and UIs. In 2013 terms, that means end users can access this functionality view web, email, paper, text, mobile, tablet, desktop or application-specific views. By 2018, one might imagine that this includes a slew of voice-driven interfaces, a wide range of social media tools, digital agents or even robotic assistants. Who knows, maybe by then home deliveries of milk will be made by robotic ‘deliverymen’ and accepted by an authorized home security system, which, after reviewing the entire digital record of the cows health and production information and delivery records, will accept the food with a digital signature. Or surgically embedded retinal projectors will present media to end users directly on the inside of their eyeball…. Oh yes… I am getting ahead of myself… But let me opine that for almost any sci-fi scenario you can imagine concerning information access and presentation one can imagine, ECM and other technologies, will be critical enablers. ‘Intelligent’ ECM And that brings us to ‘intelligence’. Note the apostrophes please – we are clearly still a long way off from what anyone might call true intelligence – but here we just mean ability to improve process efficiency by the use of more advanced technology. Today, many leading ECM solutions offer little more than a crude method to attach static content to a process. Almost all other steps to support content-rich processes (think accounting, procurement, contracts, HR, etc) require a lot of mundane human effort. SAP and OpenText have advanced the ECM market by integrating ECM UIs, data structures, access controls, etc with SAP processes, embedding OCR/ICR capabilities, and combining workflows in order to ‘intelligently’ present content in the context of business process information. But again there is far more we can do and by 2018, I believe we will be starting to deliver genuinely ‘intelligent’ content management to eliminate almost all mundane work from processes. I know what you are thinking – we have been hearing this promise for years, and most of the individual technology pieces have been available for years – but only now can we combine these more advanced capabilities with a system that offers an underlying integration between structured and unstructured information. In short, combining tools such as semantic analysis, rules-based decision engines, ICR, fuzzy search, and – most importantly – integration with related structured content (i.e. Big Data) may finally yield a practical system that can ‘understand’ the meaning and context of content, and ‘intelligently’ make basic decisions about it. It would be a revolution long in coming. Evolving Underlying Technology All of these changes depend on the continued evolution of Enterprise Information technology. At the deepest levels of the stack, SAP has embarked on a journey to reinvent the underlying infrastructure for enterprise information with the invention of our HANA in-memory database. Keeping all enterprise information in a single, real-time data base has many benefits such as IT simplification, speed, and ability to keep ‘one version of the truth’ for both production and analytic data. These are all relevant to our vision of 2018, but one of the most intriguing possibilities that HANA enables is the possibility to fully automate transaction-analysis feedback loops. In the past, analysis was conducted on different systems and a different cycle from process transactions. But by integrating process information, unstructured content, and the ability to run analysis on all of that information, we have an environment where information can be captured, analyzed, integrated with process workflows, transactions executed further analysis conducted, and then content generated and output in a matter of seconds. So What? Technology is great, but why does any of this matter? Well, consider one obvious example – the laborious process of applying for a home loan today, with reams of documentation going back and forth between the lender and the borrower in elaborate and tedious due diligence process. In advanced banks, almost all relevant data about an individual credit and employment history is already available digitally in various backend systems, and all the forms can be created dynamically. There is no reason that by 2018, this process cannot be completed within seconds, far more accurately and efficiently than today. Or a little further out, imagine how digital personal assistants might evolve, and if they were able to automatically interact with the vast amount of digital information surrounding an individual. Assistants might be able to automatically interpret email and spoken requests to schedule meetings, arrange doctor visits, handle insurance paperwork, develop simple legal agreements, etc etc. But this would require systematic ways of managing data and unstructured content, analyzing it through various lenses, and then taking actions. Again it may sound sci-fi today, but the technology pieces are ready. The world just needs someone to put them all together and surprise us. What do you think? 

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OpenText in the Spotlight: TSX and Innovation

On Thursday, October 31, I joined Ungad Chadda, Senior Vice President of the Toronto Stock Exchange, in the heart of Toronto’s Financial District to open the market in celebration of 15 years as a TSX-listed company. On hand were a number of my OpenText colleagues including: our Chairman of the Board, Tom Jenkins; Chief Financial Officer, Paul McFeeters; Chief Legal Officer, Gordan Davies; and Board members Steve Sadler and Mike Slaunwhite. ‘; if (cc_cookie == ‘yes’ || cc_ineu == ‘no’ || cc.approved[‘advertising’] == ‘yes’) { $(selector).append(html); } else {var noCookieDomain = ”; noCookieDomain = ‘www.youtube-nocookie.com’; if (noCookieDomain == ”) {var altHtml = ”; altHtml = $(‘ ‘).addClass(‘notice euCookieMessage’).html(‘This page element sets advertising cookies. Change your cookie settings to allow cookies and show this content.’); if (altHtml != ”) { $(selector).append(altHtml); } } else { html = html.replace(/(]+src=”(?:https?:)?\/\/)[^\/]+(\/)/ig, ‘$1’ + noCookieDomain + ‘$2’); $(selector).append(html); } } $(selector).replaceWith($(selector).html());} euCookieProtect_8c2ccab19acc41b8b49c731b455c3543(); }); }); OpenText began trading on the Toronto Stock Exchange on June 26, 1998. As the leading provider of Enterprise Information Management (EIM), we have come a long way since 1998. Today our global footprint spans six continents with 60 offices worldwide and we are now ranked as the largest software vendor in Canada. In 1998, our annual revenues were roughly $45.3M and we completed last year at $1.3 billion in revenues. We lead with value. We invest for growth. We call this strategy Intelligent Growth. Our future never looked brighter. Our BPM business was strengthened by our Cordys acquisition. Our IX business will grow stronger with GXS. Our overall EIM strategy will grow stronger with our much-anticipated software release, which will be unveiled during my keynote address at our upcoming Enterprise World user conference. This release features big new functional blocks, deeper integration, and the ability to streamline information flows across functional departments of the enterprise. The software release will enable CIOs to drive an agenda of innovation and growth to accelerate time-to-compete in the Information Economy. For more details about GXS, read the press release: OpenText Enters Into Agreement to Acquire GXS.

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BPM is Bigger and Better this year at Enterprise World

Wow, Enterprise World 2013 is really shaping up nicely and I am very happy with the speakers we have secured, to not only share how BPM is evolving in the market, but also at OpenText. First, we have a great keynote session with Jim Sinur, Gartner emeritus and expert in the field of Business Process Management. He is going to talk about how BPM is evolving in order to survive, and hopefully your organization is as well. Don’t miss this session and the great insights from Jim. Keynote: BPM is Evolving in Order to Survive: Are you? Join Gartner emeritus Jim Sinur as this insightful, thought-provokingleader offers his lively and practical views on attaining success in theevolving world of BPM. Jim shares his experiences from working with vendors, users, and analysts for over 30 years.Sometimes contentious, but always insightful and thought provoking, Jimis certain to provide a lively and practical view on how we can all bemore successful if we think differently. Breakout Sessions We have a great list of speakers who will be sharing their real-world successes from implementing our BPM technology. And their stories are very impressive! I am very pleased to announce that we will have PSCU joining us to share their story, which was recently selected for a Global Award for Excellence in BPM and Workflow from the WfMC and bpm.com– way to go PSCU! Wewill also hear from Mercer, Allergan, Farm Credit Services of America,ParsonsBrinkerhoff, Getronics, CIZ, and Whitlock InfrastructureSolutions. Join our BPM experts from R&D, Product Management, and Product Marketing as they discuss: What’s New with OpenText BPM? – Looking Ahead 12 Months Getting Started with Smart Process Applications Real-Time Process Intelligence with managerView BPM Everywhere: The Social App for BPM and CaseManagement Assure for Digital Supply Chain Management: StreamlineAsset Creation and Campaign Execution to Drive Revenue Innovation Lab Interested in a sneak peek at our latest UI innovation and providing feedback in how we can make it even better? Join us at the innovation lab. In the Innovation Lab at Enterprise World 2013, you will get to try out new and exciting products, and collaborate with OpenText user experience designers and researchers to shape the future of our products. Business Process Management (BPM) Unified User Experience Help us shape the next generation of BPM products by providing feedback on our new modern look and feel, layout designer, and HTML 5 controls. Your participation will help us create a more engaging, robust, and intuitive experience for end users, partners and customers. Techie Tuesday Sessions You have asked for more technical sessions and we listened. Join us on Tuesday, for an in-depth look and technical focus on: Building Smart Process Applications Cloud Provisioning and Integration: Lessons Learnedfrom Enterprise Deployments Practical Model Driven Development Expo Hall See the latest releases of MBPM, Case360, Process360 and Cordys live and talk with our solution experts in the expo hall. The Expo hall is a great place to get quality time with the product experts! Networking and Executive Meetings And if all that wasn’t enough, Enterprise World is a great opportunity to network with your peers and your OpenText team. Take advantage of every opportunity to meet with us. Whether you are a customer, prospective customer, or partner, we look forward to the chance to meet with you at this event. We learn from every meeting and this helps us to better understand your business. You are going to have a great time in Orlando and I can’t wait to see you there! Register Now.

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Navigating the Customer Experience at Enterprise World

Ifyou have ever tried to organize a surprise party for your friend, childor significant other, you know it is quite a task to be creative, getjust the right entertainers, plan fun activities for the guests and hopethat they enjoy themselves and your event is all the rage the next dayat work, school or around town. Planningour Customer Experience Management track at Enterprise World is alittle like that surprise party, but on a grander scale, throwing ineducational sessions and one-on-one meetings with customers and partnersas well. Our goal is to provide education, sharing and collaboration, with a bit of fun thrown in. Thisyear’s theme to Ignite, Innovate and Impact your business drove us tofind ways to share our insights with you in three fulfilling days. So grab a coffee, soda, tea or beverage of choice as I navigate the CEM frontier for you. Techie Tuesday Not 1. Not 3. But FIFTEEN discussions just for the techies in our midst! Forthe developer, administrator or technical user of the CustomerExperience Management products, we have organized 3 sessions with anopening topic and 5 tables to delve into your product specifically. At each session, find your table, join your peers and let the learning begin! Table 1: Web Experience Management Table 2: Media Management Table 3: StreamServe Table 4: Portal and Tempo Social Table 5: Web Site Management Session 1: Upgrades – Thistechnical focused section is designed to take a look at the most recentrelease of the CEM products and give tips and tricks to devise anupgrade checklist. Learn about configurations and extensions to streamline your move to the current release. Session 2: Integrations and Extensions – This session will focus on the user experience design and adoption of key extensions and integrations to other products. This deep dive session will discuss how you can extend your products further. Session 3: Architecting Optimization – Get in tune for the next big project with this technical session. Joinother architects to learn keen ways to tune-up your products and learnsome how-to tricks for higher scalability and faster response times ofthe product. CEM Sessions on Wednesday & Thursday Keynotes: On Wednesday, we continue the technical discussion with roadmaps and switch gears for two business level tracks. We begin the day with Main Stage Keynotes from guest speakers and OpenText Leadership. Rightafter lunch, we will host a mini-keynote session for CustomerExperience Management, where we have organized a “View on CEM” for you. The mini-keynote will tease you with discussions that will continue into more in-depth breakout sessions. CEM – Innovation Joining us this year for our mini-keynote is Bruce Temkin. Brucehas been helping companies embrace the customer experience methodologyand will have a TED-Talk like session to enlighten us on the Innovationsin CEM. CEM – Vision Following Bruce will be Anthony Gallo, VP CEM Product Unit, sharing the future of CEM at OpenText and the strategy behind it. CEM – In Action Listen as Hybris shares the customer experience journey through an example of commerce in action. Get inspired to implement some of these key ideas in your industry. CEM round table – Each speaker will then sit down along side a member of the content team at Taco Bell for an in-depth discussion on key challenges facing organizations today and what to do to exceed the customer experience. Breakouts: After the mini-keynote, we will have 4 CEM tracks running simultaneously. Each track is designed to stimulate conversation and interaction with the audience on a variety of topics. Whether you want to continue the technical discussion or look for business oriented sessions, we have something just for you. Track 1: DEFINING a VISION This track is designed to cover the latest roadmaps and map it to the customer journey. ATTRACT – rich media is the hot topic today to attract visitors to your website and build brand awareness. Learn more about Media Management and how media can be woven into WEM, Portal, Social and CCM today. CONVERSION – getting users to click the “buy” button requires good tracking and personalized, relevant content. Look to this session for ideas on the latest features and upcoming capabilities in Web Experience Management and Portal. Web Site Management roadmap is one to watch for with the new release just around the corner. SELF-SERVICE – continuing the customer journey into self-service portals or personalized communications requires key capabilities of StreamServe. Learn about the latest release and what is coming to take document presentment to the next level. ADVOCACY – social analytics, collaboration and sharing are key to keeping customers, partners and employees building your brand further. This session will cover the newest release of Tempo Social and highlight the best features to come! Track 2: PLANNING the JOURNEY This track is geared toward the business user or content owners that are planning their digital experience strategy. Learn from other companies who are on their journey and what hurdles they had to overcome to implement a successful vision. Hasbro will discuss their winning digital marketing program Wells Fargo will share insight into defining and achieving great ROI Seagate will look at overcoming obstacles to deliver a great web experience Hydro Quebec shares their inspiration to the employee intranet Track 3: SUCCESS IN ACTION Next up on the hit parade is customer stories. Keyindustry experts will join forces with OpenText customers to sharetheir insights into achieving value with the OpenText CEM products. MARKETING AUTOMATION: ExactTargettakes a look at what’s happening in the digital marketing world and howthe partnership with OpenText will take rich media and personalizationto the next level. E-COMMERCE: Hybris teams up with Fossil for an interactive discussion on multi-channel commerce strategies INTERACTIVE DESIGNS: Sabrae kicks off with a view into their customer self-service portal and Siteworx discusses how to build a business case for a creative user experience design fit for today’s omni-channel world MEDIA IS THE FUTURE: Oracle and 20th Century Fox share their use of rich media in their organization FROM DOCUMENT PRESENTMENT TO PERSONALIZED COMMUNICATIONS: Irish Dairy Board looks at the value of content a little differently when streamlining their digital communications. We have also planned session on CLOUD, MOBILE and the TEMPO SOCIAL innovations. Innovation and CEM Labs and Meetings Justwhen you thought you had a full agenda, don’t forget to stop by theexpo hall and check out the latest Customer Experience Managementinformation workflow (we like to call the CEM LAB). Here you will find the process of creating, managing, sharing and publishing content all visible in one location. Can’tmake it through the whole story, don’t worry, we have a time table setthat you can pop in and out as often as you can to see it all. Expo Hall: CEM Lab, WEM, Tempo Social, Media Management, WSM pods Innovation LAB: Get your hands on (and give feedback on) a few new UX designs for CEM products Meet the Experts: Just in case you want some 1-1 time with our engineers, product managers, support or services staff on site, you can request meeting times with your favorite experts. As you can see, in addition to the great entertainment we have in store for you with WILLIAM SHATNER¸ there are many different activities to partake in over the course of the week. REGISTER NOW to ATTEND! WE HOPE TO SEE YOU THERE!!! https://opentext.cvent.com/events/enterprise-world-2013/registration-eab7d5e064c4482ca0d3862bc683a285.aspx

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Everything You Wanted to Know about ECM at Enterprise World

This year’s OpenText Enterprise World conference is better than ever! I am looking forward to a great week ofcollaborating with customers and partners in Orlando. There is somuch going on that I wanted to highlight some of the ECM focused partsoftheevent. Training Sessions:Sunday through Tuesday offers over 30 ECM related training courses. Youcan sign up to learn more about key areas of the portfolio includingadministration, upgrading, records management, developing extensionswith WebReports and ActiveView, and more. Whatever your role or thestate of your ECM implementation, there are training sessions for you.Check out the schedule and register for session Partner Summit: Monday and Tuesday are partner days with keynotes from our executives and partner leadership team. Theykeynotes will be followed by ECM and Discovery breakout sessions thatwill zero in on the topics you have requested. ECM and Discoverystrategy and products, sales tips and resources will be the focus. We’relooking forward to discussions with individual partners on theirspecific issues and requests. Techie Tuesday: We’ve listened to your input! This day has been added to specifically address your requests for more in-depth technical sessions on key topics. These are 90-minute technical deep dives on key topicsthat will help both customers and partners enhance their current andfuture ECM implementations. Topics include: new ways to integrate withECM APIs and UI Widgets, Customizing ECM with WebReports and ActiveView,and advice on scaling and deploying large ECM projects in the cloud oron premise. There are also topics listedin other areas that could be of interest to ECM technical peopleincluding Discovery–Content Migration 101 and Building applications withInfoFusion, in addition to the AppWorks sessions. All these sessionsprovide a great opportunity for both customers and partners to learn andconnect with OpenText product team experts. Enterprise World Keynotes: Wednesday and Thursday morning will provide a set of entertaining and informative keynote presentations from Mark Barrenchea, Muhi Mahzoub, Kevin Cochrane, partners, customers and our very special guest speaker, William Shatner. They’ll be discussing the latest innovations…plus a whole lot more. I can’t give too much away, but I can tell you, you won’t want to miss these sessions! The ECM Track keynote promises to be exciting, educational, and enlightening. John Mancini, President of AIIM, will speak about Information Governance and why it’s imperative that you act now. Nic Carter, lead Product Manager for ECM, will detail key innovations within the ECM portfolio, and we will be joined by a customer and partner who will share their business challenges and how they addressed Information Governance with ECM. This keynote will set you up for the remainder of the sessions within the event, both from a business and technical viewpoint. ECM Breakouts: There are many ECM sessions on Wednesday afternoon in the ECM and Discovery tracks. ECM will also be highlighted and integrated within the IX, BPMand CEM tracks. Our most popular sessions are back Content Server, RM,Email Management, Workflow and Enterprise Connect. In addition, thereare panel sessions where customers share their insights and breakoutsthat help with building applications, integrating with ERP systems, andimplementing in the cloud. I strongly recommend you check out thebreakouts in all the tracks as you will find sessions that will help with both your ECM and Information Governance goals.Tech Talks:Do you want to spend time with our product experts, ask questions aboutyour implementation, and share feedback directly with them? These set of sessions are held in a less formal environment and are designed to let you dojust that. The Enterprise Connect team will be there, as well as theWebReports/ActiveView team, OTDS, Search, Security Clearance, Archive,and Content Server upgrade and deployment specialists. Innovation Sessions: If you are looking to discuss broader issues with your peers, you will love this track. These sessions take innovative approaches to understanding and brainstorming on business issues around the Information Enterprise. There are always surprises and great discussions in these sessions. Industry Breakouts: Thursday we focus on industry specific solutions and implementations.There are quite a few sessions that cover ECM implementations andproducts. Hear from customers and product teams about innovations andimplementations in Public Sector, Energy, Finance, Life Sciences andMedia/Entertainment. These breakouts are a great place to meet with andhear from your industry peers and share best practices. Expo: In the Expo area there will be pods staffed by product experts where you can see demos and ask specific questions. There will be an ECM lab where you can see an integrated demonstration featuring a number of new innovations. In addition, there are some fun games such as the WebReports and ActiveView team contest. If you are not in a session, the Expo is the place to be to get quality time with the product experts! Innovation Lab: Do you want to get hands on with innovations that aren’t yet released and be part of shaping their direction? Sign up early for a time at the Innovation Lab to spend time in the design process for planned innovations. We need your feedbackandyou’ll have some fun with it. Networking and meetings:This is some of the best time at Enterprise World. It’s your chance tomeet with the OpenText team, your peers and other similar organizations.Take advantage of every opportunity to meet with us. Whether you are acustomer, prospective customer, or partner, we look forward to thechance to meet with you at this event. We learn from every meeting andthis helps us to better understand your business. It’s going to be an educational, informative and fun week at Enterprise World this year. I can’t wait to see you there! Not registered yet? You don’t want to miss this event. Register now.

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