LEAP

The Right Cloud to Meet Your Business Needs

cloud

When customers think of moving their Enterprise Information Management (EIM) to the cloud – the question is not so much whether or not to do it – as it is what type of cloud to use and how soon can they start. Recently at the AIIM First Canadian Chapter seminar in Toronto, we talked about managing information in a cloud world. With so many cloud models– like Infrastructure as a Service, Platform as a Service, multi-tenant SaaS and dedicated cloud managed services, customers can easily get overwhelmed and confused about what’s right for their business needs. Let’s simplify the different models with a building analogy: Infrastructure as a service (IaaS) is like a piece of zoned land with utility hookups where you can build a house – there’s a company that takes care of sewers, electrical, phone lines, etc.. If there is a problem with the services you contact the company. If there’s a problem with the house – that’s your responsibility. Many times it is up to you to assess whether the problem is with the house or the infrastructure. Platform as a service (PaaS) is like a mobile home park, where there are shared services used by all residents, but individual land plots are rented on a timed basis. The common areas are updated all at once with some notice from the park. You may make some changes to your own trailer, but some changes are prohibited and others may need to be approved. Software as a service (SaaS) is like a condo building, where you own your own part of it, but it’s within a shared environment including several other units. Many of the building facilities are shared – there is one set of heating and cooling equipment, one pool, one garage, etc. and this provides economies of scale. Within your own unit some adjustments can be done, but there are restrictions – for instance you can increase or decrease the temperature, but only within a defined range. Dedicated (sometimes called hosted) is where you own the land and the home and have virtually complete autonomy, within minimal guidelines. Facilities within the house are dedicated only to this one house. When changes are required you are responsible, and can bring in help (managed services). On-premises is like a cottage, where you need to deal with a lot of the services yourself, such as water and septic systems. You can bring in someone to help, but it’s ultimately all your responsibility. Upgrades here may be more of a challenge. Managed services is like having a property manager, cloud or on-premises, to augment your own efforts (or that of your staff). Managed services saves you time and ensures an expert is managing for you. Hybrid (cloud to cloud, cloud to on-premises integrated scenarios) — is like owning a condo or a house and driving to a cottage.  You have different levels of service at each location but they share information. So what type of cloud is right for your EIM applications and solutions? The answer is – it depends on what your IT team has the resources to do – and what use cases you have. While providing some benefits of cloud, IaaS and PaaS still leave a lot for customers to do – they still have to manage their own middleware, security patching, and the applications themselves. The level of work on the application is similar to what it is when operated in the organization’s own data center. SaaS can be a great answer for specified use cases. It can provide agility and ease of operation with applications that meet a defined set of requirements. Applications such as OpenText™ Core, LEAP, Active Applications, Axcelerate and Extream fulfill use cases for many organizations in several industries. In many other cases, Dedicated or Hybrid cloud may be the key to meeting your business needs. In fact, according to Gartner: “The increased use of multiple public cloud providers, plus growth in various types of private cloud services, will create a multicloud environment in most enterprises and a need to coordinate cloud usage using hybrid scenarios.”¹ Most of our Enterprise ECM customers have multiple use cases and requirements which may that lead them to prefer dedicated or hybrid deployment. Some want control over timing for patching and upgrades, some have high availability, security, data sovereignty, data protection or corporate directives that necessitate a dedicated environment. For instance, our Life Sciences customers are working on life-changing innovations to cure disease and help people live longer, better lives. Many prefer to protect their Research & Development content in a private cloud dedicated environment, while utilizing SaaS for collaboration on clinical trial data. They don’t want a traditional multi-tenant SaaS model because they don’t want unnecessary patches or upgrades forced upon them in the middle of a big clinical trial or new drug launch. Some of our Energy and Engineering customers are using digital innovations to improve their resource recovery rates and reduce risk. They want their Standard Operating Procedures and other propriety information managed in a private cloud, while having their project-specific content such as drawings and memos that need to be viewed by partners and subcontractors through a SaaS application. The good news is that with OpenText™ Cloud Managed Services, we can provide fully managed solutions in dedicated private or hybrid scenarios, and also provide SaaS applications so businesses have flexibility to meet their business needs. OpenText manages the full stack and all the application related pieces– including: Infrastructure Middleware Security patching Updates Application/Solution Customizations Integrations Because the OpenText Cloud is purpose-built to support our applications, OpenText provides 99.5% availability at the application level – backed by an SLA, and certifications such as ISO and SOC up to and including the applications. For more information use Contact OpenText on the blog site or here. ¹ “ Market Trends: Cloud Adoption Trends Favor Public Cloud With a Hybrid Twist,” Gartner, August 4, 2016.

Read More

European iTour – Inspiration in 5 Cities

iTour

Over the last two weeks of March, the OpenText Innovation Tour took us to meet customers in London, Paris, Munich, Stockholm and Eindhoven. It was a great few weeks with inspiring keynotes and customer presentations, interactive sessions with customers and partners, and many informal discussions on topics of interest. Highlights of iTour included: Mark Barrenechea shared his vision on digitalization trends and their impact. He concluded that “We will all be software companies,” with examples such as the 100 million lines of code that are now part of modern cars. Mark also walked us through how the “Juice has to be worth the squeeze” with digitalization, and how Release 16 delivers on that promise. Mark and James McGourlay shared the stage as they elaborated on OpenText’s Customer Centric mission and measures. Muhi Majzoub shared the product roadmap and previewed demos of new solutions that will be launched in time for Enterprise World. Of particular interest was the Documentum Life Sciences Solution – which now includes Analytics as they were integrated in first few weeks after Documentum joined the OpenText family. Muhi also showed a preview of PeopleCenter, the new SaaS application being built on Process Suite. The ECM Product team also presented a more detailed roadmap with planned advances for Content Suite, Documentum, Leap and other products. Rooms were full to overflowing for these presentations and customer feedback was great. These events provided opportunities for quality discussions with customers. Customers are looking for help managing their system due to issues with quick and effective problem resolution when their EIM system is managed internally or by a general system vendor. This is a typical scenario that causes customers to consider moving their application into the OpenText™ Cloud where we can manage it for them. In some cases they would like us to manage the application on-premises and then migrate and upgrade it into the OpenText Cloud. Customers considering upgrades wanted to discuss upgrade strategies. Should they upgrade as is and then add new functionality as a phase 2? Should they add some new features on day 1 to show immediate benefits to their users? Should they upgrade on-premises and then move to the cloud, or move to the cloud and then OpenText does the upgrade for them? OpenText recommends that we meet with their team and jointly determine the business drivers for upgrading, the expected benefits, as well as providing initial upgrade guidance. When upgrading, customer goals vary and that can drive different strategies for the upgrade project. As one of our Professional Services presenters said, customers tend to do one upgrade every few years whereas our Professional Services team does them every day. We can help! European customers in particular are looking at data protection, privacy and the growing set of compliance regulations such as the mandate to keep EU data solely within the European Economic Area (EEA). There were discussions on the General Data Protection Regulation (GDPR), the new standard taking effect in 2018 and options for managing to this on-premises and in the cloud. It seemed like many of the conversations at this year’s Innovation Tour were more about when to move to the cloud and how to prepare for it, rather than whether or not to consider it. Regardless of industry, customers are increasingly looking for cloud and hybrid options. I came home tired and inspired after so many great meetings and discussions with customers, partners and colleagues from around the world. I can’t wait to continue the in-person discussions at Enterprise World in July!

Read More

Thoughts From AIIM 2017 – and the Heart of ECM

ECM

Social media has changed almost every way that we interact. Even volunteering for extra work in your own company. Not three minutes after I tweeted that I was not going to attend AIIM this year, I received an email asking if I was serious about wanting to attend. It was a sly way of getting me to volunteer for three days in the booth with OpenText, but to be honest, I was glad to have the chance to do it. The AIIM conference is a great place to reconnect with industry leaders and customers to take the pulse of the ECM business. With all due respect to those who title blogs to the contrary, the heart of ECM is still beating In technology we cling to acronyms the way a shipwrecked sailor holds on to driftwood. ECM is no different. It has defenders and no small number of detractors who argue for its replacement. I am of the opinion however that we spend far too much time debating what to call it than actually doing something productive with it. Fortunately there were many very productive conversations at AIIM 2017. This year, AIIM was especially important because it was one of the first opportunities to talk to free range customers about the acquisition of Documentum by OpenText. For Documentum customers, the message is clear – your investments are safe and these are not products that will simply sit on the sidelines. To do otherwise  simply does not make good business sense. Similarly AIIM was an opportunity to give some OpenText customers a first look at what new toys are in the box for them to explore like LEAP and InfoArchive. After attending this conference I can see no value in replacing, retiring, or even updating the acronym ECM. It is good for what it is in the right context. That said, OpenText is not just about content. Look at the home page and you will find we talk about Enterprise Information Management. It is not an either EIM or ECM situation but rather one is inclusive of the other. In the keynote John Mancini suggested moving away from Enterprise to Intelligent Information Management as a way to describe what we do. I like the use of the Information but I do not know anyone who would want Unintelligent Information Management so the message may not be as clear as it seems. More semantics. Going beyond semantics – Content Services What does change the conversation is the idea of Content Services and it was a frequent topic in my discussions. At some level it is really the same thing, but I do believe this is a shift in thinking. As you define your business challenges and understand how content is part of them, a services design mindset is fundamentally different from the past approaches. Content services suggests a repository agnostic, API defined transactional model rather than the enterprise platforms driven by traditional ECM. You can obviously solve many of the same problems with both approaches but the model suggest CS would be more nimble, responsive, and dare I say, a less expensive option over time. The balance we must strike moving forward is how to thoughtfully migrate content workload into this model without sacrificing past investments in content systems and the information they contain. Decomposition of a problem into meaningful segments that can be solved with discrete solutions made up of common services is new in ECM. The monolithic systems of the past were driven (by customer demand in many cases) to solve every conceivable problem in a single offering. We can eventually provide all these services in the cloud in products like LEAP, but it is important to note that this does not need to be a rip and replace strategy. Many existing systems can also be engines behind some of these services for those not ready to make that jump, while keeping their existing systems up to date. Content services is not just another term for cloud delivered ECM or EFSS. In building cloud ECM, some have confused user influence over the buying decision and adoption with ownership of the information assets themselves. The “E” in ECM seems to move from “Enterprise-managed” to “Employee-managed.” While this design focus has had obvious benefits in experience, it sacrifices a critical point. Ownership of the content. Ultimately, does a user or a process own the asset. The last time I spoke at this conference was in 2011 and pointed out even then that we needed to “appify” our existing ECM solutions. The context then was part of a mobile content management experience. This is, in fact, what products like LEAP are doing at the layer above content services. Regardless of your acronym of choice, it is an interesting time to be a part of the AIIM community and the OpenText ecosystem.

Read More

OpenText Strengthens EIM Portfolio with Completion of ECD Acquisition

In September, OpenText entered into a definitive agreement to acquire Dell EMC’s Enterprise Content Division (ECD), including Documentum. I am delighted to announce that as of today this acquisition is complete. The addition of ECD’s 25+ years of leadership in Enterprise Content Management (ECM) further strengthens the OpenText product portfolio and our commitment to delivering the most functionally complete Enterprise Information Management (EIM) platform in the market. This acquisition provides exciting opportunities for current and future OpenText customers. Existing customers will benefit from a more functionally complete EIM platform while the ECD customer base will benefit from integration into OpenText technology, as well as gaining access to the number-one EIM Cloud and OpenText SaaS applications via flexible, on-premises, cloud, or hybrid deployment options. Specifically, the addition of Dell EMC’s offerings from the Documentum, InfoArchive, and LEAP product families will help to fulfill our strategic vision of growth and leadership in all sub-segments of the EIM market. Our EIM offerings will be enriched by industry-packaged solutions and deep customer relationships across the globe. Along with product enhancements and a worldwide customer base of more than 5,600, the acquisition brings 2,000 talented ECD employees to the OpenText family. Together, we will be over 10,000 professionals strong, focused on customer success in EIM and enabling the digital world. Investing in innovation and development is a key objective at OpenText. As we continue to grow and expand into new markets in meaningful ways, I’d like to welcome ECD customers and employees to OpenText, a focused and dedicated software company that lives, breathes, and sleeps EIM software. Given the importance of the announcement, the ECM Community will be gathering together for a candid discussion of the marketplace and how the acquisition fits into the future of content management. Attend the roundtable session. For more information about this acquisition, read the press release.

Read More

Wrapping Up 2016

For many, this time of year is full of the hustle and bustle of the holidays, preparing for time with families, and pondering what the New Year has in store. For Team ECD it’s no different, only this year there’s additional activities, excitement and anticipation about the road ahead as we prepare to join forces with OpenText.  With this in mind, I wanted to take a moment and provide an update on progress to date and unwrap a little of what’s to come. Do You Hear What I Hear? It’s hard to believe that we just passed the 90-day mark since signing the agreement with OpenText in September. Since then, the focus has been primarily been on you, our valued customers and partners. We’ve spent hundreds of hours talking with you and receiving feedback at events in the U.S., Momentum Europe in Barcelona, and a multitude of 1:1 meetings across the globe. As always, our goal is to be as transparent as possible with our ECD family and ecosystem, and we hope you’ve found these interactions as valuable as we have. On a tactical level, the main driver behind our “hustle and bustle” has been to ensure consistency and continuity – everything from the products to the processes to the people – we want to make the transition as seamless as possible for you. It’s Beginning to Look a Lot Like Closing… There has also been tremendous effort focused on delivering the items that are needed for regulatory approvals and closing the deal. I’m pleased to report that everything seems to be moving ahead as planned. Just as we were all fortunate to participate in the close of the Dell EMC deal, the team is looking forward to celebrating this next step for ECD in the New Year. As we get closer to finalizing a close date, we will share opportunities for you to get involved and celebrate with us. A Toast to You It’s been an amazing 2016, with big, successful events like ECD Ready, Momentum in Las Vegas and Barcelona, and Customer.Next. We’ve delivered more than 65 products, solutions and betas over the past 12 months, with major initiatives across the product families, including the release of 5 LEAP apps and the LEAP Platform beta; Documentum 7.3 with significant updates to the full Documentum family and vertical solutions; and the introduction of extreme archiving with InfoArchive 4.0 and Clinical Archiving 2.0. We’ve been recognized as a leader by five industry analyst firms, including our 13th time as a leader in the Gartner Magic Quadrant for Enterprise Content Management, and have won multiple product and strategy awards. And it’s all for, and because of, you. On behalf of the entire ECD team, I’d like to raise a virtual toast to you – for your continued business, loyalty and friendship. Cheers and best wishes for a happy holiday season and a joyous new year!

Read More

Customer Experience, Digital Transformation, and Commitment to the Success of our Partners

ECD partners

This is the time of year when we try to pause from our busy schedules and take some time for friends and family. As the calendar year winds down, we would also like to take a moment to say thank you to our customers and partners. For the ECD partner organization, our primary customers are you, our partners, and we recognize that we can’t be successful without you. So thank you for everything you do. In 2016 we made your experience with ECD a top priority. We focused on the partner experience as we also invested significantly in two related areas: customer experience (CX) and digital transformation (DX). In fact, these goals are all interrelated.  “Being customer-centric and maintaining a continual focus on improving the customer experience is a necessity for any organization looking to move forward as a digital enterprise.” We believe that to become a digital enterprise, you must not only focus on the customer experience, you must become obsessive about customers. Here’s what we wrote in our digital transformation eBook: “Digital enterprises make the customer relationship priority #1. They center the business around customer needs and customer experiences. They leverage technology to enable collaboration in cross-functional, cross-organizational teams, always in the service of the customer relationship.” Erik Raper, who heads Marketing and Advisory Services for Paragon Solutions (which was named the ECD “DX Partner of the Year”) shared similar thoughts in a blog post he published on digital transformation: “It’s crucial for enterprise leadership to be the champions of digital change, recognizing digital transformation is not a one-time project but, rather, a long-term initiative to positioning the enterprise for greater operational efficiency, customer engagement, and strong market growth.” We couldn’t agree more. Our investment in digital transformation – from our updated digital marketing platform to LEAP, our new cloud-based product platform – is creating new opportunities for us to collaborate digitally with our partners. Together we can help customers embrace digital and transform the way they do business. Your feedback, input, and passion around the software and solutions we create is tremendous. We appreciate your trust in us. We take that commitment seriously. And we look forward to our next chapter and to continuing this journey together. Happy holidays to all of our partners. Thank you for a great year, and here’s to continued success in 2017!

Read More

The Season of Thanks

Thanksgiving is the occasion that always signifies the beginning of the holiday season in some regions of the world, including here in the US. I think it’s very appropriate that the first thing on which we focus as we enter into the holidays is being thankful. Thankfulness is a globally relevant idea. It engenders grace, humility and reminds us to not take all our blessings for granted amidst our fast paced business lives. While this is a business conversation, first and foremost we must be thankful to our families and friends who provide the very foundation on which our business lives rest. We must thank them for their generosity with our time that we devote to our work lives. Today, I am also thankful for the fantastic and unique road that we with the Enterprise Content Division (ECD) have traveled over the past year. When we began 2016, few people could have anticipated what the future had in store for our organization. But in so many ways, the journey we have taken together has brought us closer and made us stronger both as a team and an organization. So, to start the holiday season, we’d like take a moment to express thanks for the following: • First, of course, we are extremely thankful for our team. Time and again through the year’s transformation, we’ve received glowing compliments about our tenacity, industry knowledge, innovative mindset and customer focus. These are all things that allow us to feel very confident about our future together in seasons to come. • We are thankful for our partner community. Our partners have not only joined with us in a renewed commitment to delivering superior results to our customers, but have also maintained a focused commitment to providing a superior customer experience all along the digital transformation journey. • We are thankful for our customers. They have been our thought partners and have continued to challenge us to get better. They have also been able to see beyond market noise and have maintained faith that ECD always has and will continue to provide the solutions that will best support their digital transformation and content management goals, both now and into the future. • We are thankful for those who joined us at our Las Vegas and Barcelona Momentum events and Customer.NEXT roadshows. The support and collaboration that so many of you brought back to us was great inspiration and confirmation of our efforts to provide the best user experience in the industry. We’d like to wish you all the happiest of Thanksgivings, as well as a holiday season that is as full of blessings as the ones for which we are so grateful.

Read More

Momentum Barcelona: Where a Spark Becomes a Fire

Momentum Barcelona

Momentum Barcelona 2016 – after every Momentum, I am given the unenviable task of trying to recapture each amazing iteration of this event in vivid detail, to effectively recount the keynotes, the various breakout sessions, and all of the fun and community that make Momentum such an amazing event for our customers, our partners and, yes, our employees. So, while it may be nearly impossible, let me take a moment to relive Momentum Barcelona and to celebrate the return of this great event to Europe. For those of you that were unable to join us for Momentum Europe, I’m truly sorry you weren’t able to experience the incredible atmosphere and beautiful location that is Barcelona. What an incredible city in which to host our Momentum Conference, full of history, life, vitality and, of course, never-ending fun. I can’t think of a better backdrop for an event that celebrates our customers and their successes with our technology. And, to the more than 800 registered attendees and, in particular, our customer and partners, I want to simply say thank you for sharing the experience with us and helping to make it an event that practically defies description. Before I get into the highlights of the conference, I also wanted to share with you an observation from one of the sessions this past week, a view that the team from the Enterprise Content Division has long had an undeniable spark, a spark that seems to burn even brighter during important times like Momentum, and in particular, Momentum Europe. You see, at events like Momentum or our Customer.NEXT roadshows, we are at our best, surrounded by the customers and partners that have made ECD great. We are with our “community.” Better yet, we are amongst friends. During these moments, this ECD community has achieved incredible success, building upon the present and always looking forward to the future. The reason is clear: it’s because each of us – customer, partner and employee – shares a common goal, as well as the commitment to see one another succeed, to realize the incredible value that organizations can achieve working with our technology. This is the spark we experienced this week, one that has continued to burn brightly through all of the years and across every Momentum. And, as we look toward the end of a very eventful year, we’re also looking toward the amazing opportunities that lie before us to fan this flame into an even bigger blaze in the years to come. Perhaps never before has the name Momentum been more appropriate for our conference, or for our organization. This is evidenced by all of the activities and announcements that accompanied this year’s Momentum Europe. As you likely know, at ECD, we are focused on digital transformation and enabling our customers to achieve true competitive advantage in this digital age. You probably also know that much of the rest of the industry has recognized our vision and is now beginning to share our understanding of the importance of enabling transformation. ECD has continually delivered on its promise of providing a complete content strategy and set of solutions that will enable our customers to achieve their transformational goals. At Momentum Barcelona, we launched groundbreaking new solutions, including new LEAP apps and the  new LEAP Platform, as well as the next release of InfoArchive, InfoArchive 4.2, which brings exciting new capabilities for our Financial Services customers (on the heels of the recently announced InfoArchive 4.1/Clinical Archiving 2.0). We also provided a number of exciting updates to our Documentum products that make them easier than ever before to deploy, upgrade and manage in hybrid environments. Finally, we shared updates on a few of our industry solutions, designed to meet specific vertical needs, including new features in the Documentum Asset Operations 2.1 that offer compelling opportunities for the Energy and Engineering industries and Documentum Life Sciences Suite 4.2 , which now provides support for medical device documentation, as well as enhanced features for pharmaceutical organizations. And this is really just the beginning. Momentum Barcelona 2016 also featured three entertaining keynotes, starting with the opening keynote with Rohit, Muhi Mazjoub from OpenText, and three customers who shared how our products are enabling their digital transformation. Our second keynote included two analysts from IDC, Roberta Bigliani and Max Claps, and focused on key trends in Digital Transformation. And the climactic, closing keynote featured noted futurist, Beau Lotto, who offered an exciting vision of things to come. Other highlights of Momentum Barcelona included: 750+ Labs completed, with customers working directly with our technology 748 #MMTM16 mentions 439 Momentum app downloads 300 attendees at our Momentum Partner Summit 200 Hack-a-thon participants 200 Partner Summit attendees 146 trees planted 87 LEAP personality quizzes completed 65 hours of Product & Industry sessions 54 1:1 meetings with media and analysts 33 Life Sciences user group attendees 30 Genius Lab sessions with our Professional Services team 26 customers speaking in sessions 25 partner sponsors 9 Mo & Tim videos recorded 8 sessions dedicated to LEAP 6 partner innovation award winners 1 President’s Award winner for Customer Satisfaction And, just so you don’t get the impression that we were all business, one surreal party But, for those of you who may already know those details, our valued customers and partners, thank you again for being with us at Momentum Barcelona. If we missed you this time, we sincerely hope to see you at one of our future events. It’s a very exciting time for ECD and we can’t wait to share it with you. The spark has ignited, the flame is growing higher, and there is room around the fire for everyone. Congratulations and thank you, everyone, for a fantastic Momentum 2016 in Barcelona!

Read More

Saving Trees Could be Saving Your Business

Saving Trees

For the last quarter century, the use of paper has given way to digital images. But the switch goes far beyond awareness or an effort to save trees. The move toward digital in the enterprise started with an eye toward the bottom line; reducing physical space needs, automating manual processes and improving records retrieval. The notion that going green saves some green has taken on a broader impact for business more recently. Cutting paper use improves key drivers like productivity, accessibility and compliance. In fact, according to AIIM, the biggest driver for organizations’ adopting scanning and data capture is improved search and share (53%). Only 27% of organizations point to an environmental policy for ditching paper. For the last two decades, capture technology has been used as a best practice to eliminate paper. But many companies have yet to implement capture in their processes. It’s hard to understand why because digital assets benefit both organizations and their customers. Digital capture frees data from file cabinets, making it accessible by all employees and, ultimately, their clients as well. Email import is a great example. Companies receive an email with an invoice, doc, or other attachment. The recipient prints it, processes it, and then maybe scans it again to send it back. But why? Technology is available now to eliminate the urge to create more paper. Innovative companies leverage capture technologies to automatically open and process emails and attachments. Not only is the email auto-classified for content, but also the attachment can be opened and transaction processed with no manual interaction. Here’s a great use case. A top insurance company and current customer in the Netherlands has fully automated their email processes, and cut that staff from 34 to 5. In the old paper-based, manual processing world, the staff had to: Open and read each incoming email Open and print the attachments Push the attachments through a manual mailroom process to route and classify the content By automating email with capture, the company not only eliminated paper, but also drastically reduced the element of human error inherent in manual processes. Automated email processing also improves customer satisfaction, allowing companies to interact with customers quickly and accurately. In fact, according to AIIM, the biggest benefit of paper-free processes is faster customer response (43%). The insurance company now sends customers an immediate response and auto launches claims management processes. As a result, they arrive at settlements much faster and drive higher customer satisfaction. But simply streamlining is not enough. It’s crucial to examine fundamental business practices and blow up the internal status quo before being left behind by an outside “disruption.” Take a look at taxi companies, who did not develop apps to allow payment, tracking, and driver ID before Uber came along and forced their hand. Mobile capture is helping organizations make these leaps forward. Many banks now offer mobile check deposit to their customers, eliminating age-old, tedious and inconvenient in-person interactions with tellers. Other advances include using mobile devices to snap and send pictures of a W2 or other document for a loan application. This is a real-life example from a leading financial services organization that embedded Captiva’s mobile capture capabilities into their mobile app. Customers get fast service and real-time interactions anywhere, anytime. The lender, using great image quality and OCR, immediately ingests data and processes transactions much faster. No paper needed! Mobile capture solutions create a direct interface to customers, helping organizations understand consumer behavior patterns. What do customers want? When is an interaction successful? Such insight is invaluable, and drives innovation. Few advancements in technology have led to more “disruption” than the introduction of the cloud. We hear many B2B customers are planning a SaaS buy with capture services in the next two years. Capture as a Service (CaaS) allows organizations to hone in on eliminating paper at the edges of their organizations, like at branch offices. The CaaS provides an alternative to paper processing at remote locations by using intuitive capture apps that process without the heavy footprint of a dedicated scan client. Our LEAP app, Snap, opens the door to these capabilities by providing them in an ergonomic capture interface. Because it’s cloud-based, a Snap environment and Snap users can be provisioned in minutes enabling remote users access to the same rich set of functionality such as real-time auto-classification and field validation that users expect faster than ever. As an example, LEAP Snap drives innovation by providing these capabilities proven capture services in a CaaS environment. Paper may never go away fully, at least not in the near future. But companies can create clear, measurable business benefits by reducing or eliminating paper and paper based manual processes. AIIM reports that 59% of organizations achieved a payback in less than 12 months from their paper-free projects, including 26% in 6 months or less. 84% achieved payback in less than 18 months – the highest AIIM has ever recorded. But eliminating paper is not a destination, it’s a journey. Truly innovative companies find ways to fundamentally change the way they do business by interfacing with customers at their first point of contact, and eliminating paper in the process. In honor of AIIM’s World Paper Free Day #WPFD, today we celebrate the digital business.

Read More

Lucky Number 13

experience

I have never been the superstitious type; full moons, cemeteries, ghosts, vampires, etc., just don’t bother me. Werewolves, on the other hand are a different story, but that is childhood trauma that I will save for another day. So when it came time to participate in the Gartner Magic Quadrant for Enterprise Content Management, I didn’t put much thought into the notion we were shooting for our 13th consecutive report positioned as a leader, because I like to deal in facts, and that fact is ECM is more important today than it has ever been, and our offering is again recognized as a Leader. As avid ECM practitioners we all know the importance of content and if you are like me (old),then you have seen how the role of content had evolved over the years. This evolution has not been lost on us, over the last 13 years we have constantly enhanced our ECM portfolio so our customers can address their current and future ECM needs. ECM used to be about how organizations take control of their content and while it is still a basic tenet, it’s not where we believe customers will receive the most value. We released LEAP because it is clear to us that the future of ECM is heading away from the notion of a single massive repository to a place where heterogeneous ECM systems work together to support the needs of the business; where purpose built applications that address different use cases, yet share a common API, can leverage content irrespective of where it lives. Fundamentally, the focus is on business outcomes and customer experience, where content apps seamlessly integrate with enterprise apps and enhance the experience of both customers and employees. Both LEAP and our solutions portfolio have key strengths making people way more productive, improving business outcomes and enhancing customer experiences, as demonstrated through the following apps: LEAP Courier – a new way to power business processes that depend on structured document exchange across organizational boundaries, providing a consumer-grade user experience for secure and structured document exchange, validation and tracking LEAP Snap – automatically captures, categorizes and organizes documents and related document information in real-time, turning unstructured content into actionable digital business information LEAP Concert – enables the creation of documents in a collaborative but controlled environment with the ability to identify and assign work to be done, and the use of simple review workflows that allow review and approval LEAP Express – easily browse, access, search and approve all content, no matter where it lives, on multiple form factors including web, tablet and mobile LEAP Focus – allows for fast, yet detailed reading and reviewing of business documents on mobile devices, eliminating “pinch-to-zoom” functions by automatically reformatting the document It is little wonder then, that we believe LEAP and our solutions portfolio are viewed as key strengths by our customers, partners and the industry at large. After all, these strategic initiatives make people way more productive, improve business outcomes and enhance customer experience, but perhaps equally important is the fact that our vision provides customers with a roadmap that enables their Digital Transformation initiatives. Much has been written about Digital Transformation and its disruptive impact to incumbents and while there is massive potential for disruption there is also massive potential for innovation. In the Digital Transformation era customer expectations are at an all-time high and successful organizations will need to address these expectations. Gartner does not endorse any vendor, product or service depicted in its research publications, and does not advise technology users to select only those vendors with the highest ratings or other designation. Gartner research publications consist of the opinions of Gartner’s research organization and should not be construed as statements of fact. Gartner disclaims all warranties, expressed or implied, with respect to this research, including any warranties of merchantability or fitness for a particular purpose.

Read More

User Experience is About the Swipe of a Finger

User Experience

If there’s a word I use frequently on top of “commitment” that is “expectations.” What a nice word, isn’t it? From all the different definitions I could find for expectations, the one I like the most is this: “a belief that something will happen or is likely to happen.” All of us who have small kids know what children do every time they see a device screen, no matter where; they swipe their fingers across it and believe something special is going to happen. If nothing happens, we hear the already popular “Oh, Daddy, it’s broken!.” This is the first time they face the reality of what user experience is about. In the enterprise world something similar is already happening. We are all used to accessing technology in our spare time, to make our life easier and better. But at the office we often swipe our fingers, nothing happens and it seems that something is broken. During the last two decades we have been using Information Systems designed by engineers and limited to well-trained employees. This approach has a clear impact on how the information flows through the organization and also across organizations. It prevents business from taking full advantage of every piece of data to become more efficient, a critical limitation in this transformation period where the strategy is key. When we take a deeper look into many business processes today, we discover that different participants suffer to get things done due to the isolation of each of the participants in different buckets: employees, customers, suppliers and more. Email becomes the only tool by which to collaborate in a disconnected work environment, full of firewalls, identity management systems and other security devices that prevent people from connecting and getting a business process executed. This has not gone unnoticed by most companies that are looking to grant the right people access to the right information at the right time. I would even add two other dimensions, through the right channel and with the right tools. Here is where the consumer-grade new apps come into the game, as well as the cloud, though the cloud is a starting point but not the solution itself. The more we look at the concept of user, the blurrier the line between internal and external users becomes. Companies don’t consider just the employees anymore but everyone who is part of their business processes. Once we have properly identified these users we can focus on their expectations. Then they can swipe their fingers to do what they need to do faster, easier and much more efficiently. Focus on the User Experience There are different characteristics on which we need to focus to delight our users with a great user experience, no matter who is paying their salaries. We are looking for simple and intuitive apps. Apps not requiring any training. Bringing to the enterprise a consumer-grade experience is still a challenge for many companies. It’s not easy to accept that a nice and usable app can do the same work and provide the same level of security and compliance as those complex tools used in the past. When we start meeting our users’ expectations we can trigger the second phase of “intelligent listening.” This term is very well described by the authors of “Consumption Economics.” Intelligent listening helps us understanding what these users need by using analytics. Maybe, in today’s environment, the period for discussion is running out and it’s time to make decisions. The cloud is a no brainer and if we embrace new ways of working with information to satisfy our users and increase their productivity we will leap beyond the barriers of the past. This is exactly what we are doing with Leap apps: Courier to allow different organizations exchange documentation in a secure and traceable way Snap to bring digital capture to anyone allowing to convert any document to business data Concert to provide the authoring environment to create complex documents without the limitations of the company’s four walls Express and Focus to delight the user with an unprecedented UX when working with processes, tasks and documents Our users want to swipe their finger and have their expectations met. This is possible today. If you have a good example to share about switching to new tools to delight your users, I ‘d love to hear about it. In the meantime, I encourage you to come to Momentum in Barcelona. You will see how Leap apps are changing how users work with information. See you there!

Read More

Face-to-Face vs. Digital: Finding the Right Balance in Customer Experience is an Art

CXDay

I like shopping at Nordstrom. No, I love shopping at Nordstrom. And it recently occurred to me that part of my attraction to Nordstrom is their ability to provide a perfect balance for my shopping experience. One day, I might be in one of their stores, feeling the fabrics and breathing in the joy of a fabulous find. Another day, I might be on the move. But Nordstrom offers an online shopping experience that is practical and effective. Finding that balance between face-to-face and digital engagement is key to providing a quality customer experience in today’s marketplace. Some might argue that salespeople are no longer needed, that people are doing their research up front so there is no need to talk to someone. But is that the case with B2B marketing? I don’t think so. I think the most effective B2B marketers find that right mix of handshakes and digital experience. BY THE NUMBERS A Forbes survey a few years ago found that 85 percent of responders felt that in-person business meetings build stronger, more meaningful business relationships, and 77 percent said they preferred those meetings because of the ability to read body language and facial expression. 85 percent of responders felt that in-person business meetings build stronger, more meaningful business relationships. Conversely, 92 percent acknowledged that technology-enabled meetings save time, and 88 percent agreed that they save money. The study found that a majority of the business executives thought the ideal meeting/conference execution strategy combined both in-person and technology-enabled meetings. Face-to-face marketing and virtual communication have definite benefits. Face-to-face interaction helps forge relationships that lead to long-lasting business connections, and digital experience ensures dialogue continues on a more frequent basis. So, before we begin any ECD marketing program we take the time to examine the underlying business objectives, outline clear goals and metrics, and proceed with a strategy that enables the best customer experience outcome. We strongly believe it requires a mix of the two. A TIME OF CELEBRATION So, what better time to celebrate engagement of all types then, CX Day. CXDay is a global celebration of the customer experience and the thousands of customer experience professionals that make it happen. CXDay is a perfect example of utilizing both personal and digital engagement. We will be in NYC at Customer.Next celebrating our customers and hosting a webinar, sharing learnings on our  customer’s experience.  LET’S TALK Has your business found the right balance between face-to-face and digital engagement? Maybe it has – today. But continuing to find that right balance tomorrow – and beyond – is key to the success of your business.

Read More

Delivering Innovation in the First City of Innovation

Innovation

In my opinion we couldn’t have picked a better city than Barcelona to host the return of the Momentum Conference to Europe. Why do I have this opinion? There are many reasons. First and foremost, Barcelona is a city that has always embraced transformation and innovation. It became the first European Capital of Innovation when it delivered on its promise to introduce new technology to foster economic growth and better the welfare of its citizens. The First City of Innovation Barcelona continues to innovate for the benefit of its citizens. When I look at the innovations that the Enterprise Content Division has delivered over the past three years with LEAP, InfoArchive and our hosting services I am inspired by what Barcelona is doing. By providing open data initiatives, the city is providing its citizens with valuable information and doing it in an open and continuous way. At Momentum Europe we are going to showcase our innovations that focus on data and information and how new methods of access and availability help organizations, business units and individuals transform the way they do business.In particular, I want to extend an invitation to those who have registered and to those thinking of attending. Consider attending the InfoArchive sessions and labs. InfoArchive is a solution that is helping all types of organizations move beyond the silos of data and information that stifle innovation and cast aside the legacy applications that thwart adoption of modern, flexible, open technology. The InfoArchive sessions will provide our Momentum guests with real-life scenarios and hands-on-experiences showcasing how companies are retiring legacy applications while leveraging the data and content these applications contained for strategic and customer-focused initiatives. We will provide examples of how InfoArchive not only has a rapid return on investment but can actually fund new initiatives. InfoArchive at Momentum Our InfoArchive sessions during Momentum Europe are intended to present attendees with an overview of our accomplishments and take them into the future of InfoArchive. We will give those present a glimpse into some of our largest projects, including: Our FinServ offerings that reduce the burden of regulatory compliance such as MiFID, surveillance and anti-money laundering Clinical archiving that eases HIM implementations like Epic InfoArchive for SAP that reduces the cost and burden of SAP HANA and SAP migration and consolidation In all these sessions we will show how unlocking data and content from siloed and Legacy applications provides valuable information to individuals and business units in a controlled and compliant manner. I look forward to seeing you in Barcelona, the first City of Innovation, for Momentum Europe 2016. Olé Infoarchive!

Read More

3 Reasons You Can’t Miss This Year’s Momentum Europe

Momentum Europe

It seems hard to believe, but October 31 is just a little more than a month away. Our team is busy putting the finishing touches on Momentum Europe and we are preparing to welcome both business and IT decision-makers from across a number of different industries and from around the globe, including Europe, the Middle East, Africa, Asia and beyond. After a four-year hiatus, we’re excited to bring you all the activities you’ve come to expect, as well as some exciting new opportunities for you to engage with other customers, partners and the ECD team, and to get hands on with our technology. With so many interesting events and sessions to choose from, it seems there’s no good reason to miss this event. However, in case you need some additional motivation, I thought I’d share my top three reasons why, wherever you may live, you’ve got to attend this year’s Momentum Europe: The content and information management markets are hot again! According to MarketsandMarkets, the ECM market size is expected to grow from USD 28.10 billion in 2016 to 66.27 billion by 2021, at a Compound Annual Growth Rate (CAGR) of 18.7% during the forecast period. At Momentum Europe, you can learn why there’s growth in these and other areas from IDC analysts, and get sound advice on how to be prepared for what’s on the horizon. You’ll find out how you can tap into the power of new approaches that work better together with your existing solutions. And, you’ll hear from our partners who have new solutions to address new challenges. The more, the better. We’ve packed more into three days than you can imagine. More customer sessions and panels, more keynotes, and more technical deep dives. We’ve also expanded our Hackathons, Hands On Labs, product and solution demos, and “Genius” time with our Services organization. And, this year, we’ll share more information on digital transformation, and explore new business and IT strategies that will help your organization to become more digital, more quickly. But it’s not just about quantity; it’s also about quality. We’ve listened to your input and requests and, this year, we’ll bring you even more of what you’ve been looking for. The future is bright. Now, more than ever, you need to know about our vision for what’s next, both for the ECM/EIM markets and for our Enterprise Content Division. IDC analysts, ECD executives and our special guest speaker, Muhi Majzoub, Executive Vice President, Engineering & Information Technology for OpenText will be on hand with information to help you shape and accelerate your business. Beyond attending our information-packed sessions, learning more about exciting market opportunities, and charting the future of our division, if you still need a reason to attend Momentum Europe, it’s this…it’s in Barcelona – an enchanting seaside city with a fabulous culture, unbelievable architecture, and an unbeatable combination of history and innovation. So, please, register today and don’t let FOMO haunt you. My colleagues and I look forward to seeing you in Barcelona!

Read More

Capture Evolves From the Mailroom to Enhance Customer Experience

mailroom

It’s summer, but I’m thinking about the holidays later this year. When they roll around, I can’t wait to watch Elf. You remember the scene when Buddy the Elf (Will Ferrell) was sent to the mailroom to work so he would stay out of trouble? It was a dark, dusty place filled with miscreants. As uninspiring as it is,  the mailroom has been a vital component in  running any paper-intensive business. In fact, the mailroom is often compared to an assembly line that digitizes paper and automates manual processes. That’s where digital capture technologies originated, and they are still primarily used there today. High-volume mailroom processing has been around for 20-25 years – like grandpa’s old truck. It gets the job done, and we’ve become extremely competent and efficient at it. But it’s time to showcase innovation and bring capture into the forefront by powering knowledge workers and capture-enabling customer-facing applications. Craig Le Clair from Forrester discusses these trends in our recent analyst chat. The first step out of the mailroom for capture is clearly remote capture and mobile-enabled apps. These technologies allow your business to speed up turnaround times for customer-facing processes for a faster response and greater volume of documents processed. Say you’re an insurance company who has a branch office in Topeka. An agent working in that office can go to the scene of a car accident, take a picture of the damage to the insured’s car, and use capture to send the photo and any related paperwork to headquarters for real-time processing.  Or, you can integrate this same functionality into an app that the client can submit directly from a cellphone. Insurance companies can use capture to replace the fax machines and legacy applications that used to be required to process these claims. Discover more capture-enabled use cases in this webinar. Mobile or customer-facing capture apps and real-time document delivery allow businesses to engage with customers at their first point of contact, dramatically enhancing your customers’ experience. Everyone is busy, and no one likes delayed gratification. Customers no longer need to wait days or weeks after they’ve sent in documents required as part of a process, only to be told that they sent the wrong one, or needed to provide more or different information. With capture the document can be validated instantly and reconciled with other business systems in place. By allowing customers to interact with your services conveniently from their mobile device and making that experience seamless and easy, you create a connection with your customer that they will remember. By making interaction with your business easy, you can turn a dreaded task into a convenient and engaging experience. There are also direct business benefits realized by moving document capture out of the mailroom. By being able to deliver and process documents in real time and even automate some of the processes by validating against existing systems, you can streamline processing and turnaround time, and delight customers with quick results. Speedier processing and better data quality save resources, and money. Your business can benefit from capture’s increased quality of service, real-time processing, improved customer experience, and cost savings. Captiva continues to drive innovation in the arena of document capture. If you are an existing customer who has been using Captiva as part of your mailroom or field services, you can easily plug in the mobile application to extend capture services to your customers. Enterprises that are new to Captiva have more options to innovate with capture. You can embed capture as a service seamlessly into your customer-facing app to create awesome customer experiences. In addition, organizations can add ECD’s CaaS (Capture as a Service) solution, LEAP Snap to capture enable specific applications and communicate directly with customers. Captiva offers many opportunities to streamline and move business forward. One leading insurance company improved classification accuracy by 55% and was able to increase the number of transactions it processes  without adding additional resources. What’s more, a Top 10 financial organization was able to quickly add LOB and customer apps by leveraging their existing shared services team. Just like Buddy the Elf was able to turn that dusty mailroom into a festive place, we’ve come a long way to extend the value of capture from the mailroom—delivering remote, mobile, and real-time solutions to support your goals in engaging directly with customers anywhere, anytime.

Read More

OpenText Enhances ECM Functionality and Deepens EIM Offering with Acquisition of Dell EMC’s Enterprise Content Division, including Documentum

Release 16

I am pleased to announce that we have entered into a definitive agreement to acquire Dell EMC’s Enterprise Content Division (ECD), including Documentum.  This agreement marks another significant milestone in our journey to redefine enterprise software and represents one of the most important Enterprise Content Management (ECM) acquisitions in the history of the company. The agreement includes the acquisition of Dell EMC’s ECD offerings from the Documentum, InfoArchive, and LEAP product families. When combined with existing OpenText products, these offerings will enable customers to manage content across the enterprise securely and compliantly, decommission legacy apps to make information more available for complete analysis and insight, and create new ways to work across any device. In keeping with our flexible deployment options, they will be available as on-premises, cloud, or hybrid architectures. At OpenText, we are committed to providing our customers with complete automation across the entire EIM flow, from Engagement to Insight. The addition of these offerings strengthen key components of our vision—from Capture to Archive—and adds to the core OpenText product portfolio with capabilities in information life cycle management, ECM, archiving, and collaboration. Furthermore, it accelerates our reach into key verticals, including healthcare, life sciences, and public sector, while adding to our strong presence in financial services, energy, and engineering. ECD’s more than 25 years of experience in ECM both strengthens our position and expands the OpenText EIM offering with domain expertise, increased channel presence, and deep global customer relationships. The addition of ECD will make OpenText the partner of choice for organizations as they seek to harness the power of enterprise information to transform their business. I look forward to welcoming ECD customers, partners, and employees to the OpenText family when the transaction closes. For more information, read the press release.

Read More

The Opportunity Ahead

Dell EMC agreement with OpenText

Dell EMC agreement with OpenText – today, we are excited to share that we have reached a definitive agreement with OpenText, a global leader in Enterprise Information Management, to combine the Dell EMC Enterprise Content Division (ECD) portfolio (including the Documentum, InfoArchive and LEAP families of products) with OpenText’s existing portfolio of products. The transaction is expected to close in 90 to 120 days. You can read about the terms of the agreement, in the press release. In determining the best long-term future for ECD, we wanted to create a business with a leading position in Enterprise Information Management, so we looked for a partner that shares our vision for the transformation to digital business, our passion for the role of information in the digital world, and the breadth of capabilities to help our customers realize that vision. We also looked for a partner that shares our commitment to deliver a world-class total customer experience. And, we sought a partner that valued the industry knowledge, innovative mindset and unique skillsets of our team. I am very pleased to say that we found all of that in OpenText, an industry leader with 9,200 professionals worldwide. Today’s announcement, therefore, presents a compelling opportunity for ECD’s loyal customers and partners, as well as our talented people. Our complementary strengths will produce a leader in both ECM and EIM: an organization with the financial strength, talent base, and global go-to-market scale to serve a marquee customer base. As we work toward the close of the transaction, I assure you that we will continue to provide the world-class care our customers have come to expect. To underscore our joint commitment, OpenText and Dell EMC have also announced their intent to enter into a strategic commercial partnership to expand customer offerings and better serve customer needs. Customers and partners can continue to realize value from their ECD investments and gain additional value from a richer portfolio of ECM and EIM solutions. Today’s news is great for all stakeholders, and we hope you are as energized as we are about the opportunity ahead.

Read More

The Electric Impact of the Cloud, Have you Plugged in?

Cloud

Have you ever considered, when switching on your coffee machine in the morning, where the electricity comes from? I’m guessing not. You probably only expect it to work so that you can have your tasty Colombian coffee. I don’t know where the electricity I use at home is coming from. Last year Spain imported electricity from France. At the same time Spain also exported electricity to Portugal, Andorra, Morocco and…surprise, also back to France. I can’t imagine anyone in Portugal wondering whether the electricity to charge a smartphone comes from Spain, is produced in France and sent to Spain, or is sent from Spain to France and bought back again. Electricity has no accent. It doesn’t matter from where it comes; only that it is always there when you need it! A few years ago, I started to work with customers planning their journey to the cloud. I’m talking about private cloud. There were many questions about the where, the who and the how of the process. It was an incredible cultural change and many people were against it, especially the security guys. It reminded me of 15 years earlier when I was working for an engineering company. We deployed a Document Management System, Documentum, to improve visibility, collaboration and productivity while reducing costs moving to the digital world. But even after a several years, many of the engineers were still locking their drawings in their own personal “map cabinet”. While customer goals were to reduce costs, improve performance and reduce the IT complexity, it was security and compliance that were the main concerns for most. They were changing their IT strategy and facing a cultural barrier. At that same time I was fortunate to meet with another company, one part of a large group, that was very focused on their business and margins. This business had a completely different strategy than its mother company and were eager to consume services rather than build and maintain them. By transitioning to the private cloud using our PaaS offering, the company achieved some things the mother company didn’t attain after 10 years using the same technology: Time to value. The company went on production in less than 1 month, far more quickly than the group average of one year. They were able to enjoy the benefits of the technology almost immediately after they made the decision and not a year later. Elasticity to manage the unpredictable. The business was able to increase resources, as well as add new products and services to support their needs when they needed them, instead of weeks after. High performance without complexity. From the first day and through several years of using the service, I’ve never heard a single complaint. In addition to all of these benefits, the organization dramatically reduced operational costs and achieved unprecedented cost predictability compared to their mother company. Using the same technology but a different strategy, they secured superior results. This proved, once again, that it’s not about the technology, it’s about the strategy. The private cloud is primarily about moving second-generation platforms to the cloud. It is about shifting the workload and the complexity to the vendor. It’s about reducing the cost of operations, enabling customers to free up IT resources to focus on activities with higher impact on their core business. When I talk to these customers now, they recognize they had worry about where data centers were and whether security measures were in compliance with the EU data privacy laws and their internal policies. However, once these issues were settled, they didn’t care if the service was provided from Spain, Germany or Netherlands. Only that it’s always up and running. Just like we all are with electricity. Today I’m more focused on public cloud offerings like LEAP, content apps for the digital era provided under a SaaS model. The more companies I speak with, the more I see not only these same obvious expectations regarding the private cloud, but also many additional that focus on end user productivity and expectations, and their impact on the new business models being rapidly developed in every industry. The cultural change in the last three years has been great. There are many companies already consuming important services like email, ERP, CRM in the cloud. Now they are ready to consume any other always that can justify their business case. Today’s information requires flowing as freely as electricity, and being accessible when it is needed. It is the dynamic digital enterprises that have realized that plugging into the cloud is virtually as easy and secure as plugging into an outlet. Are you using any private or public cloud service? If so what are your key motivations and concerns?

Read More

Take the LEAP: be a Digital Trendsetter

trendsetter

Every year KMWorld, one of the world’s leading knowledge management, content management, and document management publications, evaluates in the industry  to identify companies and products that anticipate the needs of organizations to provide the most useful and innovative solutions for the marketplace. I’m pleased to share that this year LEAP has been recognized as a KMWorld Trend-Setting Product for 2016. The publication awarded us on foresight in developing the LEAP platform, the best source for content apps designed to drive user productivity and solve digital business challenges for the enterprise. This honor is further proof of leadership in creating next-generation applications for the ECM market, highlighted by our groundbreaking cloud-native content platform which empowers customers to get transformational value without the need for migration of content to yet another repository. As KMWorld indicates, they include among their list organizations whose solutions hold promise for the marketplace. As the transition to cloud and Software-as-a-Service (SaaS) evolves, many businesses leaders may not yet be fully aware of the need, or may be hesitant to move away from an on-premises system and adopt a new cloud model. However, LEAP applications, in conjunction with existing ECD systems, enable customers to achieve the flexibility of a cloud-first rather than cloud-only solution. In other words, LEAP applications combined with the solid foundation of Documentum and InfoArchive create a better together hybrid solution that can adjust to any organization’s needs. And we are hardly resting on our laurels. Are you ready to be a digital trendsetter?

Read More

Winning Without Migration in a Digitized World

Content migration

An executive is scheduled to travel to a customer meeting at the last minute. He quickly makes flight arrangements, books a place to stay with Airbnb and makes sure the Uber app is on his mobile phone. Then he does one last thing. He finds a big box and stuffs it full with his all the information he’ll need for his meeting. He tapes it closed and lugs it to UPS shipment across country. The story is a little preposterous, isn’t it? With all the technology available, the idea of users hauling physical data around is from a previous age. We leverage all the advances that digital-focused companies offer, yet, while various access tools are available in this new era, many organizations still accept limitations in managing their own content. Uber doesn’t require you to bring your car with you to use its service. Airbnb doesn’t need your furniture. Why should a business need to shuttle around its content in order to use it? Despite the claims of some industry vendors, the hybrid world of content will thrive for many years. Organizations continue to store and access content of all types, including files, media and more, using both on-premises and cloud repositories. However, to create real business value, this content has to be brought to life and used in a way that solves key business challenges like invoice processing, loan processing, claims processing, employee onboarding etc. Two fundamentally different approaches can address this goal: The first option is to shuttle all content into a single repository, hand over the keys to the content kingdom and then pray that it’s secure and meets all compliance and regulatory requirements. There can be advantages to migration, including in the ease of managing, indexing and sorting content. However, in order to achieve this result, an often time-consuming and costly migration process is required (migrating meta data, roles, schemas for billions of objects is not an automated task – it does require PS and a few aspirins on hand). In addition, a single repository solution can both create a choke point that may lead to security and compliance issues and effectively render data that has not been stored or updated into that sole location as virtually useless to a business. Companies who offer this sort of solution have, to their credit, realized these limitations and attempted to develop supporting products to ease the forklifting of data to their specific repository. But this really serves as not much more than a Band-Aid option, eventually requiring the additional steps of classifying incoming documents, indexing them, maintaining the meta data models and relationships and toiling through the arduous job of getting security and compliance certifications on an ever changing content set – not just at the infrastructure, but also at an application level. The second option is to manage the content in place without migration and develop context of the content via a smart access service built on top of all repositories.  Today’s users don’t care so much about where the content they need comes from. A field worker in an energy company doesn’t care as much as where the SOP (standard operating procedures doc) comes from – but rather that he can access it on his mobile device, review and approve it and let his manager know that he has done the job. Content for this simple, but very frequent use case can reside in many different repositories. Why move the content from all those repositories when you can manage it in place?  With our open approach of repository flexibility, whether using Documentum, SharePoint, SAP, Google or even call center operations or email marketing software content can remain in place and be located and leveraged without the complex, time consuming step of migration. We understand that as the world changes around us, repositories will become table-stakes. They can be anywhere. They are simply a means to an end. The key for success will be rather to provide value on top, with solutions such as collaboration across content, easy review and approval of tasks requiring documents from across locations. The heavy lifting of connecting with these repositories is done behind the scenes, enabling customers get an out of the box way to connect all repositories to purpose-driven apps that solve specific business problems. This is what we have accomplished with LEAP.

Read More