Enterprise Content Management

Why Lawyers are Adopting AI Faster Than You

AI

When you think of bold, innovative users of transformational technology like artificial intelligence (AI), you naturally think: lawyers. It’s obvious, right? Risk-averse, measured, charge-by-the-hour, brick-and-mortar professionals that parse the written word (“Heretofore? No, hitherto!”) and deliver cautious, nuanced advice (“I didn’t hear your question, but regardless my answer is: It depends.”). Who better to make practical use of today’s cutting-edge AI? (“Alexa, draft an amicus brief in support of my motion in limine. Please.”) Lest the irony be missed, the legal industry is deservedly notorious for being a technological step or two—or more—behind its clients. Yet law firms and savvy corporate legal teams have been pioneering the use of artificial intelligence since the last decade. There is not a litigator of note today that hasn’t heard of Predictive Coding or Technology Assisted Review. These terms refer to the use of machine learning to mimic an attorney’s decision-making in the context of legal discovery, the process of identifying and reviewing up to millions of documents to determine which must be produced to the other side in litigation or an investigation. Predictive Coding can mean dramatically faster and more accurate document analysis and review. Why are lawyers leveraging AI for document review? Big Data: The growing amounts and kinds of data generated by workers—in office programs, cloud apps, chat systems, shared workspaces—means an ever-increasing challenge for legal and compliance officers. To them, all of this work product is potential evidence. Bigger cost: Of the more than $200B spent on litigation across the US annually, 70% is spent on discovery, and 70% of that discovery spend goes to document review. So, anything that can accelerate or reduce review means substantial savings for corporate clients. Irrelevant content: No one likes reviewing irrelevant data. (Imagine if you had to carefully read your junk email before deleting it.) Front-loading relevant content makes document review more engaging for attorneys, which improves their productivity and accuracy. The need for speed—to insight: Over 95% of civil cases settle, as the uncertainty and cost of a trial is generally to be avoided at nearly all costs. Finding the evidence that proves or disproves your liability early on is key to negotiating a favorable settlement. Think Netflix or Pandora on steroids. Predictive Coding is about finding more like this, where this is a piece of unstructured data (an e-mail, slide deck, letter, memo, etc.) and the more like are documents that are conceptually similar—even though they may not contain the same words that made this relevant in the first place. Documents that are similar in concept but use substantially different language can be equally significant for litigation and investigations. That’s why Predictive Coding goes far beyond traditional Boolean keyword search. To enable Predictive Coding, the system performs statistical analysis on the co-occurrences of all the words in each document ingested, even across millions of documents. It then creates sophisticated models around a handful of documents judged by attorneys to be relevant to the issue under review. It looks across the data set and finds more documents closely related to those models and suggests them to the attorneys for priority review. As attorneys review the suggested documents and label them relevant or irrelevant, the system gets smarter, refining the document models for even better results in the next round. With Predictive Coding, attorneys can find virtually all the relevant content in a data set by reviewing just 10-30% of it, shaving off weeks or months of tedious review and surfacing critical evidence far faster. What OpenText is doing about it: In 2016, OpenText acquired Recommind, a pioneer in advanced analytics for the legal industry for over 15 years. With unparalleled Predictive Coding and other unique capabilities, OpenText™ Discovery Suite helps enterprises discover what matters in their data—faster and more accurately. 2017 is poised to be a banner year for legal technology, as awareness and experience with Predictive Coding are approaching critical mass. Our vision is to see machine learning used to add value to every matter, on virtually every data set. After all, who better to drive technological innovation than your venerable counsel?

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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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A Duty to Safeguard Client Content

safeguard client content

We’ve all read the headlines. Security breaches continue to shock us for their magnitude and reach—from reports on hacking of Democratic National Convention (DNC) email servers during the 2016 presidential election; to the reported theft of more than 1 billion Yahoo account holders in December. The impact of a breach can be significant. And, not just for the clients—whose loss of personal information can make them vulnerable to financial loss—but also for the organizations who have failed to safeguard that information. A Measured, Disciplined Approach Digital security is complex and requires a multi-pronged approach. One part of this approach is provided by Enterprise Content Management (ECM), which many consider a “must have”—a foundational technology to safeguard sensitive digital content, while ensuring it remains readily accessible for day-to-day operations. At the core of every ECM solution is a Document Management repository—providing a secure home and a structured approach for saving, managing, and governing digital content. Content in the repository is protected by system-wide security and varying levels of more granular security. The ability to securely access content anytime, anywhere by mobile devices is key, as is the ability to check out and securely share content externally in the cloud. User Adoption is Essential Solutions for securing content are only as good those who use them—and many choose not to. Hyperion Research tells us that in the average ECM-enabled legal organization, for example, only 70 percent of users actually use the system. The rest store content however and wherever they like—on desktops, in file shares, in unsanctioned, poorly secured cloud file-sharing repositories. Ethical Reasons to Safeguard Client Content Everyone gravitates to what is easy; to the path of least resistance. In the end, however, the decision to safeguard client content can be considered an ethical or moral one. Lawyers, in particular—regardless of whether they are employed by law firms, in government, or in legal departments of organizations across varying industries—have a professional duty to safeguard client content or “property”. The American Bar Association, for example, requires that lawyers safeguard client property in their possession by holding it separate from their own property to prevent co-mingling (ABA, section 1.15). It is generally accepted that files and documents belong to the client, not the firm. In addition, lawyers must maintain client property in a way that is not only secure, but also readily available and retrievable over time. Complying with Regulatory Requirements ECM solutions are purpose-built to meet these fiduciary requirements, as well as applicable regulatory requirements—and not just for legal, but for firms in many industries. If employees don’t effectively maintain client information they may compromise ethical obligations to safeguard client property and also increase their firm’s exposure to compliance risk. In the end, those firms will have a tough time demonstrating compliance with HIPAA. They’ll have difficulty securing documents in compliance with ISO 27001, Sarbanes-Oxley (SOX), and countless other regulations. Client information is a valuable commodity and a growing target for theft. Hacking techniques are constantly evolving. Regulations are growing to protect that information. We all have an obligation to ensure the safe, secure management of client information, and with ECM solutions like eDOCS, securing content is not only possible, but easier than ever. More information is available here.

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

Information Governance

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

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What Does “Extended ECM” Really Mean?

Extended ECM

I may be in marketing, but I like to think that I am not prone to marketing-speak; however, I was recently giving a presentation when someone stopped me to say that “content in context” and “extended ECM” (Enterprise Content Management) sounded a lot like marketing buzzwords. While I see how someone new to the concepts might think that, they are actually pretty accurate descriptions and, I think, important ones. (Connie Moore at DCG does a good job explaining it in her recent blog post.) Let’s start with “content in context.” This simply means that your unstructured information — documents, images, email, spreadsheets, etc. — is significantly more valuable when it’s viewed within the framework of whatever business process or object it relates to. For example, a contract on my hard drive includes the names of the parties involved, which tells me something, but it can’t tell me if it is the most recent version. Were there later addendums? What if the copy I have only has my signature? Did the other party sign it and I just never received the countersigned PDF? Without that context, the document is of limited value. But if I can view that contract in, say, the context of a CRM application like Salesforce, the picture becomes clearer and that document becomes much more valuable. I can see notes on calls with the customer, who the key contacts are, and metadata like the status of the contract. There’s still a problem, though: If a version of the contract is also stored there, I still can’t tell if it’s the final version. And this leads us to the idea of “extended ECM.” By integrating ECM into the lead applications that across the enterprise, you can bring ALL the relevant information and documents associated with this customer and present it in one convenient view (to use another marketing phrase: a single source of the truth). I finally have the complete picture and can view it all in an interface I’m comfortable working with (like Salesforce). In the screenshot below you can see the ECM content from OpenText™ Content Suite within the context of the Salesforce data. This also works for other customer documents, invoices, correspondence, documents about products or parts, and any other unstructured data that is relevant to the structured data in Salesforce. And Salesforce is just one example of extended ECM (this DCG paper has more information). With OpenText™ Extended ECM Platform, organizations can extend Content Suite to virtually any lead application. I’m sure you can envision scenarios in your world related to BPM, ERP, CEM, HCM, SCM, and other information-generating business processes. Want to learn more? Read the DCG paper.

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Innovation Tour: Sydney

Innovation Tour

On Monday, the OpenText Innovation Tour kicked off in Sydney, Australia with an on-stage presentation from CEO and CTO Mark Barrenechea. In addition to a look at new and upcoming product innovations, Mark provided an overview of recent OpenText acquisitions and OpenText’s position as the leading provider of Enterprise Information Management (EIM) technologies and services. OpenText EIM enables the flow of information from Engagement to Insight, allowing customers to extract value from information throughout the flow. Our newest project, Magellan, will use open standards, open algorithms and machine learning to enable customers to make sense of massive pools of data and harness the power of their information. Building on Mark’s presentation, OpenText CMO Adam Howatson (always one of my favorite presenters) provided an update on OpenText™ Suite 16 EP1 and an overview of our plans for EP2, due in mid-2017. Unstructured data continues to increase at a phenomenal pace and these Enhancement Packs are designed so OpenText can respond quickly to customer recommendations. For example, EP1 extends ECM to SalesForce and SuccessFactors, enabling our customers to successfully manage and gain insight from their CRM and Human Resources systems. We’re not the only people listening to customers. Special guest Michael Barnes of Forrester later took the stage to provide insight into what he calls the “Customer-obsessed operating model”. It is imperative that we look at the experience we create for customers from their point of view, and understand how every interaction affects that experience. In the age of the customer, it is important that we take what we learn from our customers’ journey and translate that insight into an improved experience. Using our EIM technology, we can coordinate and technically optimize the experience to better serve, delight and engage customers. What I enjoy most about the Innovation Tour is how it brings together OpenText customers, partners and staff from many geographies and allows us to discuss opportunities and solutions. In Sydney, we are speaking with customers from all across Australia, and New Zealand, a distance of almost 5,300 km. Tracy Parsons of the New Zealand Transport Agency (NZTA) joined OpenText President Steve Murphy on stage to discuss the NZTA’s EIM implementation. Steve and Tracy discussed how the NZTA are using a cloud-based EIM implementation that includes both Content and Process Suites to digitalize business process, provide access to mobile workers and offer regulatory compliance. I’ve heard plenty of interesting success stories from customers during the event. The Sydney Innovation Tour is the first of eight stops, with Singapore on December 1st, followed by Tokyo on December 8th. I look forward to meeting as many of you as possible at the events. Please email me with any feedback or questions.

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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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OpenText Live Webinar Series – Upcoming Schedule

OpenText Live Webinar Series

We are fast approaching the holiday season with the New Year peeking just around the corner, but before you get swept up into the hustle and bustle of this “most wonderful time of the year,” we at OpenText™ Live invite you to check out a few webinars that we have lined up for November and December. With the latest release of OpenText™ Release 16 Enhancement Pack 1 (EP1), our Experience Suite has undergone major changes with the additions of powerful Customer Communications and Experience Management solutions such as TeamSite, Exstream, MediaBin, Qfiniti, Explore and more! These enhancements mark the revolution of customer communications in the digital world, and we want to give you an exclusive first hand look into what these solutions can offer your business. November 15: OpenText™ ECM Content Migration (11:00AM EDT) Need help migrating ECM content? OpenText partner FME demonstrates best practices in this webinar. We’ll show you: – Migration and upgrade best practice pathways to OpenText™ Content Suite 16 – Cost savings with migration-center for your content migration – A short live demo Register here November 29: Convert Correspondence into Engagements with OpenText™ Communications Center (11:00AM EDT) Learn more about OpenText Communications Center and its enhanced interactivity with other OpenText product suites including Content Suite, Process Suite, Business Network and Analytics. Turn engagement into insight. Register here December 1: What’s New in OpenText™ Digital Asset Management? (11:00AM EDT) What’s new for OpenText Digital Asset Management (DAM) and the Enhancement Pack 1 (EP1) release? If you’re using Media Management or MediaBin, you’ll want to check out this session to find out what our Product Management team has in store. Learn about the latest features and product strategy. Register here December 6: The Latest Innovations in Exstream 9.5 and Delivery Manager 3.0 (11:00AM EDT) Join us for an overview of Exstream 9.5 which was announced late September and Delivery Manager announced in October. Product experts will be showing live demonstrations. Register here December 8: Syntergy Content Sentry: The Next Generation of Data Loss Prevention (11:00AM EDT) OpenText partner Syntergy will demonstrate a new Data Loss Prevention (DLP) solution for OpenText™ Content Server. The capabilities of this powerful solution allow it to learn what constitutes normal activity for users and what alerts or triggers automated policy reactions when suspicious activity is detected. Register here  December 13: How the Contact Center is Driving the Customer Experience (11:00AM EDT) Attend this session to learn more about OpenText™ Qfiniti and how Workforce Optimization (WFO) solutions are monitoring the customer experience through call recording, coaching employees, measuring the Voice of the Customer (VoC), and leveraging powerful analytics to make every interaction the best it can be. Register here December 15: OpenText™ CEM Strategy Update for WCM Products (11:00AM EDT) We’re creating a powerful new Website Content Management platform, and we want you to learn all about it. With the release of Enhancement Pack 1 (EP1), the WCM platform welcomes OpenText™ TeamSite to the mix, rounding out an effective customer communications program that surpasses the industry standard. Register here The OpenText Live team is committed to delivering content that keeps you updated on the latest OpenText product releases, trends and demands within the digital world as well as demos that exemplify the best solutions features for your business. Communicate directly with the experts and receive the technological know-how for implementing and managing your OpenText products. All of our webinars are recorded and available to registered customers at My Support. Visit our website for more information or sign up to receive weekly invitations to our webinars.

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Why Mastering ECM Strategy is key for Digital Fluency

ECM Strategy

Eleanor Roosevelt once said that ‘understanding is a two-way street’.  She’d obviously never encountered an information silo. For far too long, enterprise organisations have been trying to bridge the gap between the myriad of information locked away in silos and the lead applications where the work actually takes place. Historically, Enterprise Content Management (ECM) has largely been a one-way, standalone repository for the proliferating volumes of unstructured data flowing through organisations. It’s a familiar story for most of us. Content management used to be a destination. Today, modern ECM solutions mean content is delivered both in context across departments and inline with processes, creating meaningful business value. Think of it as an enterprise-wide information grid that dynamically manages unstructured content with SAP’s digital core, in context, and on any device. But it’s not just the tools that are evolving. While the effects of digital disruption on business models are familiar territory to most of us, the changing demands on information management strategies are often underestimated. Technology alone can only do so much. You need to know how to get the best out of your systems to keep pace with digital change as the relentless disruption continues. It’s up to you to ensure you remain competent in your information strategy, skillset, and wider business acumen to support the increasingly hyper-connected, data-driven remit that lies ahead. Many companies I speak with can find it difficult to keep up with the voracious information demands from different parts of the business, including impatient, digitally native users, as well as balancing the security and protection of corporate IP and information. Yet all of us want to optimise our SAP investments, outpace (or at least keep in step with) our competition, and learn how others have addressed the same challenges we are facing in ways that we might not have considered. That’s why I’d recommend you to take one day out of your 2016 calendar and attend the annual SAP User Group conference, UKISUG, on 20-22 November at the International Convention Centre in Birmingham. You’ll hear insights directly from digital leaders who have mastered their ECM strategies, such as L’Oreal and Swarovski, as well as innovative strategies for combining unstructured and structured content. Developing your ECM competencies not only benefits your organisation, but keeps your skill set both relevant and in high demand. Regardless of where you are on your own digital transformation journey, data is the lingua franca for the future of your business. The digital fluency of your EIM strategy will ultimately determine the success and ease with which you can mould cohesive, personalised interactions between your information, processes, and business requirements. You can find out more and register to attend the event here. You can also take advantage of our special £100 discount code. We’ll be at stand G1, come and meet us and continue the ECM strategy discussion there.

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ECM Success in the Real World, Part 2: Email Management

email management

Welcome to the second in a series of blogs highlighting real-world enterprises that have adopted innovative, new approaches to generating measurable success with ECM. This blog turns the spotlight on an organization that’s effectively managing massively growing volumes of email to mitigate risk and cost. As we all know, unabated email growth has become a thorn in the side of most organizations. Annual growth rates of 500 – 1000% are common. Consequently, the traditional “keep it forever” mentality just doesn’t fly anymore; company after company has discovered it’s a one-way ticket to harried records managers, irritated legal staff, and runaway storage costs. What’s the recipe for success, though? One of my favorite customer panels from Enterprise World this year featured pipeline and terminal operator NuStar Energy sharing their journey to optimal email management. Their back-story is fairly conventional. As a relatively young company, NuStar had devoted most of their early operational efforts to fundamental, “keep the lights on” activities; there wasn’t the resources or bandwidth available for developing and implementing Records and Information Management (RIM) policies. In my experience, that’s actually a pretty common refrain for many organizations, regardless of their maturity. And the outcome was predictable, as well. Leaving the end users to manage their own email footprint resulted in rapidly rising storage costs and concerns from Legal and Records Management (RM) about locating information for litigation and compliance purposes. Simplifying is the Key to Success Time was of the essence for NuStar, and the management team’s strategy for bringing their email challenge under control embodied a novel, new way of thinking about implementing ECM. Rather than attempt a traditional ECM integration that blanketed every facet of the enterprise, they identified a specific, tangible issue—email management—and set about sourcing and implementing the appropriate technology and best practices to solve it. Everything, from policy development to change management to user training, was directed toward that defined goal. And, honestly, the results reflect that singular, focused mission. NuStar has been able to realize optimal governance by integrating ECM deep into the email process. They also enhanced productivity by providing a new generation of employees with the options to work the way that’s best for them. There’s much more, behind the success of NuStar’s story—including the OpenText technology that enabled them to achieve a light-touch, multi-tiered email management program and lay an ECM foundation that’s being systematically extended throughout the organization. Take a few minutes to read all about NuStar’s dramatic advances here. As an aside, it’s interaction like this that has me so excited about Enterprise World every year. Being able to experience first-hand how one organization has addressed and conquered email challenges with a solution that makes RM, legal, and business users happy is worth its weight in gold. If you weren’t at Enterprise World this year, start by exploring the NuStar story above, then mark your calendar and plan on attending Enterprise World 2017 in Toronto next July. There’s plenty more where this came from! Also, read the blog on ECM Success in the Real World, Part 1: Document Management.

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ECM Success in the Real World, Part 1: Document Management

ECM

With everyone turning their attention back to work after enjoying the hazy days of summer, I thought it would be a good time for a series of blogs that rekindle the discussion around success with ECM, what it means, and how to achieve it. The reason: Regardless of your type of organization, positioning your ECM environment to drive digital transformation and generate the most value for the enterprise has to be a priority over the rest of the decade. For many, it will mean the difference between competitive triumph and faded irrelevance. For starters, let’s head back to July, where our annual Enterprise World conference offered a wide variety of business and technical insights into the why and how of ECM success. As is always the case, some of the best came from sessions featuring OpenText customers. These are the folks who have already integrated elements of OpenText™ Content Suite into their existing infrastructure and made tangible progress toward realizing their ECM goals. They’ve experienced the real-world opportunities, challenges, and gains first-hand. Integrated real estate company DDR Corp. is a perfect example. Headquartered just outside of Cleveland, DDR owns and manages over 113 million square feet of retail space across the US. Efficiently servicing their large pool of tenants means managing a sizable amount of legally binding documents, as well as coordinating the physical and electronic triggers related to each. In addition, as a publicly traded, self-administered REIT, DDR has extensive compliance requirements. Their road to ECM success through digital document management is textbook. IT VP Kim Scharf has been visionary in driving process productivity through ECM technology. She’s spearheaded a multi-year initiative that’s transformed the company from literally chasing folders full of paper around the office to a finely tuned digital environment that meets the needs of executives, sales, legal, record managers, and the back-office support functions that work with the data. For DDR, ECM success is defined as a paperless document management environment that promotes efficiency and optimal customer service while meeting compliance obligations. And Kim believes it was achieved because—yes—they partnered with OpenText, but more importantly, because they put people, not technology, first. From executive sponsorship through needs assessment, change management, and training, stakeholders across the company were integral to defining and implementing every stage. That’s just one of their innovative approaches. Explore their story and find out more about digital transformation and Enterprise Content Management.

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The Future of Information: It’s Time to Rethink ECM

ECM has evolved. It’s about more than just information governance. A new way to work means that ECM should foster collaboration, increase productivity, and deliver insights based on enterprise information. With new capabilities and improved features, Content Suite 16 is ECM reimagined. Rethinking ECM We’ve added new capabilities to OpenText™ Content Suite 16, including: Connected Workspaces: Workspaces connect content management to business processes and fundamentally change the way ECM is planned, resulting in unified information silos and better collaboration for true connectivity gains. New Content Server User Interface (UI): A new intuitive UI for OpenText Content Suite and Extended ECM has responsive capabilities, role-based views, access to most recent documents, and many more new features to make users more productive and collaborative. Our new UI delivers deeper engagement with connected and consistent experiences and increased security via role-based access to information. Analytics Integration: Suite-wide integration of analytics for real-time query or batch download of data from OpenText ECM solutions results in cognitive abilities for richer layers of business insight. Integrated Social Capabilities: End-to-end lifecycle management of new disruptive content formats (like social) with added capabilities for users to interact with content improves collaboration and enriches search, deepening engagement and helping to ensure the security and protection of corporate IP/information. Enterprise Search with InfoFusion: Conduct scalable, secure, permissions-based searches for content from multiple enterprise systems by leveraging content analytics and Personally Identifiable Information (PII) identification. Additional features and capabilities in this release of OpenText Content Suite include auto classification for massive archiving projects, a built-in HTML 5 viewer, drag-and-drop email support, dashboard reporting, enhanced compliance and security, and integration with OpenText CORE, making file sharing and external collaboration in the Cloud a natural extension of the OpenText Content Suite environment. It’s time to rethink ECM. OpenText Content Suite 16 offers so much more above and beyond robust information governance. With enterprise search, deep ERP and analytics integration, and availability in the Cloud, our customers will be able to increase productivity while lowering costs. OpenText Content Suite 16 has everything an information company needs to control and protect their information. Once this is accomplished, information processes can be effectively digitized. This is the topic of my next blog in this series. Find out more: www.opentext.com/16.  

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Enterprise World Highlights: ECM Evolves and Heads Into the Cloud

ECM

And, we’re back in 3…2…1: Happy August! After a few crazy months book-ended by the most extensive product release in OpenText history and a truly insightful, inspiring week at Enterprise World 2016, I’ve been able to make the most of a nice vacation and reflect a bit on how our annual flagship event both summarized and expanded on the happenings of the first half of the year. Interest in the Cloud is Exploding While it’s no secret that the cloud is becoming a priority for many organizations, I was amazed to see just how much interest in it had mushroomed from last Enterprise World to this one. Cloud-based breakout sessions such as Enterprise Managed Services in the OpenText Cloud and Top Questions you need to ask when Upgrading ECM to the Cloud were standing room only in Nashville. A marked increase from last year and a remarkable progression from two years ago when cloud breakouts were more of a curiosity than a must-see. My main observation from talking with the attendees at this year’s cloud-focused sessions? It’s clear that, while many organizations are still just getting their feet wet, most see an ECM future that involves fully harnessing the power of cloud-based solutions. Furthermore, the current and proposed use cases I had the pleasure of hearing about are as endless as, well, a cloud-dotted sky. Organizations are utilizing the cloud to focus on everything from the tactical—freeing up ECM administration resources—to enterprise-level strategic initiatives designed to push innovation on new business solutions. It was also noteworthy that these discussions were consistently peppered with the sort of benefit statements CFOs like to hear; things like lowering capital costs and shifting to more economical SaaS-structured payment models. The cloud devotees have really been doing their homework! Re-Thinking ECM is Definitely a “Thing” The role of ECM is changing and organizations are successfully shifting to viewing ECM in a new light. This year, I had strikingly fewer discussions devoted to traditional ECM terms like storage, compliance, governance, and records management. Customer emphasis is now on how to best elevate ECM solutions to enhance productivity for processes and people. Optimal governance is just expected. My take on this: ECM has matured and many organizations are comfortable with the baseline management of the content currently under the purview of their ECM platforms. Existing ECM implementations are doing their job storing content and ensuring that information is following the appropriate governance path throughout its lifecycle. The general feeling is, that’s fine, but not enough. Most of the customers that I spoke to are now looking for ECM to do more as they target digital transformation in a post-analog world. The reasons? They’re bang-on in envisioning a new competitive and customer service landscape where ALL the digital data in an organization has to be easily accessible to play a symbiotic role in success. And they’re not exactly eager to approach the powers that be with capital requests for new platforms and technologies to try and achieve it. Hence, questions revolved around accomplishing this by extending the reach of their tried-and-true ECM platforms further into business processes and collaborative activities. At times I felt like a hi-tech relationship counsellor as discussions delved into methods to facilitate better communication between Oracle and Salesforce or why it’s critical for structured and unstructured information to come together to contribute to a common goal. Bottom line: all this, and much more, is possible with new advances in ECM capabilities. We can show you how. Of course, Enterprise World made for the perfect forum to host these discussions. A host of product experts, customer roundtables, demo pods, and over 200 breakout sessions provided ample opportunity to gain a better understanding of extending the value of ECM to transform your organization. If you couldn’t make it, we’ve got that covered, too. Kick off your journey into re-thinking the role of ECM while exploring the possibilities.

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Enterprise World 2016 – Learn How to Improve Process Productivity with Extended ECM Platform

Enterprise Content Management

Enterprise Content Management (ECM) was supposed to be a single solution to all of the myriad business problems. It would let the business owners dictate where and how all data would be stored and structured, apply user rights and retention policies, and most importantly, control what happened to that data over its lifetime. But we all know how that story ended. Users felt constrained by all of the new rules that got in the way of their ability to do their job and were baffled by the complex metadata and classification requirements. Sharing information with external resources (gasp!) became a monumental challenge. And most of all, they resented having to do the real work of their job—be it sales, HR, engineering, or virtually anything else—in one application, then switch to the ECM system to (attempt to) file and find documents related to their business processes. So those very employees that were hired to be self-motivated problem solvers and critical thinkers did what they were hired to do—they found alternative solutions so they could do their job more efficiently. Custom add-on applications were built to handle common processes, while whole industries evolved for things like enterprise resource management (ERP) and engineering document management (EDM). Users switched between different applications to perform different aspects of their job, often to complete steps in the same process. The result? An inconsistently used ECM system and unstructured data that is spread across various (largely uncontrolled) silos with no control and poor personal and process productivity. So what if you took the heart of what ECM represents to your business—the backbone for your unstructured information—and integrated it with the leading application where the work actually gets done? You get Extended ECM and an engine for Digital Transformation.   With Release 16 OpenText launched the Extended ECM Platform, which offers unprecedented integration of Content Suite Platform to ANY  other system. OpenText offers out-of-the-box solutions for many leading business applications like SAP® ERP, Oracle® E-Business Suite, and Microsoft® SharePoint®, but Extended ECM Platform allows organizations to connect their ECM system to as many leading applications as they need, even if no pre-packaged offering is available. With Extended ECM, users get to work in the application they know and prefer, while getting effortless access to the right unstructured information. Metadata is automatically applied from the business object, turning unstructured information into structured. No searching, no switching, and no workarounds. Users are more efficient, processes more streamlined, and the holy grail of “a single source of the truth” is achieved. Best of all, it allows organizations to start with one process at a time and to leverage existing ECM efforts. Extended ECM Platform uses a template mechanism to join business processes with information and documents, so you don’t need to start from scratch. It really is time to rethink ECM and achieve a better way to work. OpenText™ Extended ECM Platform will get you there. And best of all, you can come see it in person at Enterprise World in Nashville, Tennessee on July 11 – 14. Join me at these key Extended ECM sessions: ECM-100 ECM Strategy and Product Direction: Re-thinking ECM for the Digital Enterprise ECM-301 How To: Extended ECM Platform Developer Workshop ECM-237 Putting the X in ECM – Extending ECM into Leading Business Applications Plus, the Content Theater in the Enterprise Expo has recurring demos of all the new Content Suite features, Q&A sessions, and the chance to chat with OpenText experts about anything and everything ECM related. Feel free to stop by anytime!

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The Cloud: Bigger and Better at Enterprise World

Cloud Enterprise_World

If your business is already operating applications in the cloud or is considering adopting cloud for EIM applications, you will find many opportunities at Enterprise World to advance your plans. The Cloud is everywhere at Enterprise World this year! If you would like to better understand our cloud strategy and meet with the leaders that manage all parts of our cloud, join us at: CLD-100 OT Cloud: Strategy, Offerings, and Talk with the Experts on Wednesday morning. This panel session will offer you the opportunity to learn more about all aspects of our cloud operation and to ask questions. Directly after this session we will head to the Elite Lounge where you will be able to enjoy a coffee and talk with the cloud experts one-to-one. For those that want to dive deeper, there are several sessions that are aimed at helping you with the details of working in the cloud: CLD-200 Enterprise Managed Services in the OpenText Cloud provides a deep dive into the services that are provided when your applications are managed in the cloud. It will describe service levels, operational standards, security and compliance processes. CLD-201 Total Cost of Ownership Benefits in the Cloud provides guidance on how to evaluate your total cost of ownership on-premises and in the cloud and evaluate the possible savings for your organization. This session features a customer describing how they went about analyzing TCO for 2 systems on-premises and in the cloud. CLD-202 Embracing the Cloud in the Public Sector is a customer panel session where customers will share what they are doing and how they are advancing through the use of cloud applications. This interactive session will provide high value for all Public Sector and customer service focused organizations. ECM-223 Top Questions you need to ask when upgrading ECM to the Cloud will provide answers to some of the top questions when considering a move to the cloud as you upgrade to Release 16. You will leave this session with a clear understanding of the path to cloud success and have a chance to ask the experts about your particular situation. CEM-201 Strategies for a Successful DAM Implementation on a Cloud Platform shares practical advice on managing media in the cloud including architecture, metadata, ingestion of content and administration. Cloud is very popular for media management customers and this session will provide great practical advice. Do you want to have 1:1 practical advice for your own organization? Now is the chance to spend quality time with our Professional Services and Managed Services experts. Book a private session with our experts – go to the Professional Services area in the Expo Hall to request the time that works for you. If you don’t have time to fit full breakout sessions into your schedule, there are several Theatre sessions running in the Professional Services Expo Hall Theatre. Check the daily schedule for a 15 minute short session on:  TCO in the Cloud, Trends in Cloud Implementations, Upgrading to the OpenText Cloud and an overview of Managed Services in the Cloud. Networking: Meet with other customers who have experienced the cloud through all of the networking events and sessions. Meet with our executives and experts in booked meetings, in the Expo Hall, or after breakout sessions. We would love to speak with you in more depth. This is the best work week of the year for us as we get the opportunity to speak with you and learn together. Please take the time to talk with us, and with your peers and have a wonderful Enterprise World. See you there! To register or get more information visit our Enterprise World site

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Enterprise World 2016: How to Succeed with ECM

ECM

Having attended more iterations of Enterprise World than most, I know from personal experience that every edition of our flagship annual event is a world unto itself; every one has its own unique feel and personality. This year promises to be no different. For the first time I can recall, the OpenText community will be convening right on the heels of a major product release. Back in April, we launched Release 16, the most extensive product announcement in our history. That makes this Enterprise World something special; the perfect forum for customers, partners, and thought leaders to come together and experience a brand new, revolutionary product suite in person. You’ll have a front-row seat to discovering what it can do, how it all fits together, and what it all means to your organization. The focus at Enterprise World this year is squarely on learning: Learning how to maximize your existing infrastructure, learning what’s available to up your game, and learning which trends are going to impact your future. We’re turning the floor over to the product gurus, the solution experts, and the industry thought leaders to teach and educate. If you happened to read CEO Mark Barrenechea’s recent post, you’ll see some interesting numbers; this year we’re scheduling double the number of breakouts, and almost double the number of technical training sessions. From a Content Suite standpoint, that means: How To’s A wide variety of technically-focused “How To” and training sessions covering everything related to Content Suite and ECM, from maintaining to optimizing to upgrading. Honestly, there are so many topics covered, if you’re a practitioner or administrator, you just have to dive in and peruse through. Product Updates What’s new? A lot. And there’s an abundance of sessions devoted to the nuts and bolts that make up the advances in our new and existing solutions. These are the overviews where you’ll get clear, tangible insight on new features and functionality, new integration capabilities, and new use cases. Keynotes Always a strong point at Enterprise World and even more so this year. Again, it’s all about learning, so look for a first-rate assortment of OpenText and industry thought leaders to help you do your job better, increase your understanding of the rapidly evolving information management landscape, and the role our new solutions can play in maximizing your digital enterprise. Connecting My personal favorite activity at every Enterprise World! And we’re making sure there are even more settings to have the conversations that matter to you — answering your questions and expanding your horizons. From interactive customer panels featuring organizations tackling the same challenges and opportunities as you to hands-on demonstrations of Content Suite’s new features at the Content Theater, the experts are all here for you. Let’s talk. Nashville in July…School’s in Where will I be? Hopefully everywhere, but here’s the shortlist of ECM sessions I’m counting on to inspire both my left and right brains: ECM-100 ECM Strategy and Product Direction: Re-Thinking ECM for the Digital Enterprise ECM-201 Product Update: Smart UI – Content Suite User Interface ECM-301 How To: Extended ECM Platform Developer Workshop ECM-212 How To: Insights from the In-House Upgrade to Content Server 16 at OpenText Enterprise World 2016 is shaping up to be an epicenter in re-thinking ECM and its role in digital transformation. The next-gen solutions, the best practices, and the thought leadership will all be there. Now all we need is you. Take a few minutes to read about the new possibilities for ECM in the digital enterprise and plan on learning more—much more—in Nashville. See you there!

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ECM Show and Tell at Enterprise World 2016

Enterprise World

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

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Making the Case for ECM in the Cloud

Staying competitive and continuously enhancing customer experience is critical to any global enterprise. Scalability, flexibility and agility are key to meeting stakeholder requirements. One of the first areas organizations are focused on is ensuring corporate content is available to all of their constituents on a 24/7/365 basis. Cloud is becoming an increasing part of their Enterprise Content Managements (ECM) strategy. The extension of ECM to include cloud, hybrid cloud and cloud-to-cloud implementations is becoming the next logical step forward in a digital transformation that ensures content is consistently available, accessible, and shareable. Moving your ECM to Cloud brings uninterrupted content access to internal and external global teams. It brings agility, flexibility and cost savings. Our customers talk about these benefits as they look to move into cloud and hybrid cloud implementations. As a spokesman for the Greater Toronto Airport Authority – GTAA explains, “By going into the OpenText Cloud, we will have a lot more options, whether it’s offering services that we didn’t have before, getting upgrades sooner and bringing more technology into the house. We proved that there is cost savings, but not only that, going to the Cloud will help us bring the innovation that we’re looking to do in terms of information management.” A recent survey from AIIM (Association of Information and Image Management) found that nearly three quarters of those who have made the move to the cloud say they are saving money. But there’s much more to it than pure cost savings. Many respondents said they made the move to the cloud motivated by more than just achieving cost savings.  But what about cloud concerns?  AIIM sites there is a growing confidence in cloud applications, with 73 % of respondents indicating that cloud providers are likely to offer better (48 %) or similar (27 %) security to their on-premises managed systems.  The AIIM report, Harness the Power of the Cloud to Amplify the Value of Enterprise Content Management shares some interesting statistics and insights that may help as you consider your cloud options for ECM.

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Accelerate Your Path to EIM and Release 16 With OpenText Professional Services

Release 16

OpenText™ Release 16 represents the most complete, integrated digital information platform in the market today. As organizations focus on their EIM strategy, OpenText Professional Services provide the “how to” guidance and hands-on expertise needed to plan and execute effectively with Release 16. Our Professional Services teams have amassed a wealth of experience and best practices working with customers globally on planning, designing and building end-to-end solutions that support and optimize key business processes. There is no better place to gain practical assistance than Enterprise World 2016. Our professional services experts will be there to help with your EIM strategy, upgrading to Release 16, consolidating legacy systems, migrating to the cloud and realizing EIM benefits of all types. Below are some highlights from the many “how to” opportunities available at the event. Learning Services Training Sessions Dozens of training courses and workshops are offered in Nashville. Make the most of your Enterprise World experience by joining these interactive and informative sessions presented by OpenText experts on July 9-11. Sessions that are focused on how to make the most of Release 16 include: Content Server Installation and Configuration v16: 3 day course (U-TR-3-0187) Upgrading to Content Server v16: 1 Day Course (U-TR-2-0137) Content Server Administration v16: 3 day course (U-TR-3-0188a) Process Modeling for Process Suite Platform v16:  3-day Course (U-TR-4-4913) Implementing OpenText™ Media Management v16: 3 day course (U-TR-3-0805a) Meet with OpenText Professional Services Experts in the Expo hall There will be a large area focused on Services in the Expo hall this year. Join us at the mini-theatre to learn how to: Upgrade to Release 16 Migrate to the OpenText™ Cloud Reduce TCO with Optimize service programs Realize EIM strategic goals with Release 16 Book a private session with our Services Experts so we can help build the plan for your EIM strategy realization and you can leave the event with a concrete plan of action specific to your organization. Or bring your questions to the Professional Services Expo Lab and our experts will be happy to share insight and options for you. Professional Services Breakout Sessions Optimize your investment with OpenText Services Programs (EIM-201) How to Measure and Enhance User Adoption (EIM-202) Delivering Electronic Medical Records (EIM-203) OpenText and Success Factors: Transforming Talent Management (EIM-204) ECM for Engineering Document Management (EIM-205) Breakout Sessions: Upgrading to Release 16 Insights from the In-House Upgrade to Content Server 16 at OpenText (ECM-212) Top 10 Questions you need to ask when Upgrading ECM to the Cloud (ECM-228) ECM Customer Panel: Upgrading to Content Suite 16 (ECM-232) Moving up to Process Suite v16 (BOM-202) Upgrade Considerations for moving to OTMM v16 (CEM-200) Breakout Sessions:  EIM Strategy and Total Cost of Ownership Building EIM Solutions with Process Suite (BPM-301) CEM Strategy & Product Direction: Designing a Continuous Digital Customer Experience (CEM-100) ECM Strategy & Product Direction: Re-thinking ECM for the Digital Enterprise (ECM-100) Total Cost of Ownership Benefits of the Cloud (CLD-201) Optimize your investment with OpenText Services Programs (EIM-201) Enterprise Managed Services in the OpenText Cloud – Deep Dive (CLD-200) Enterprise World 2016 offers the best chance to learn about the advantages of EIM, the benefits of Release 16 and to gain insights and concrete “how to” advice from our Services experts.  Register for the event, the courses, the breakouts and the meetings.  We look forward to seeing you there! For more information visit our Enterprise World website.

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