8 Things... You Should Know About Open Source ECM AIIM Roadshow - 2010

Cheryl McKinnon - CMO - Nuxeo Twitter: @CherylMcKinnon www.nuxeo.com

Open Source ECM

Monday, August 16, 2010

E-mail: [email protected]

8 Things You Should Know About Open Source ECM

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#1 You Can Get Started on an ECM Project... Now 3 Open Source ECM

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#1 - You Can Get Started on an ECM Project...Now • No need to let business problems escalate due to lack of short term budget funding • Early requirements research can be done with little or no up-front financial investment • Simplified approach to product procurement allows more transparent financial planning for development and deployment 4 Open Source ECM

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#2 Open Source ECM is *NOT* Written by Some Guy in his Mom’s Basement 5 Open Source ECM

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#2 - *Not* Written by Some Guy in his Mom’s Basement • Still a lingering - and out-dated - perception of open source as hobbyist driven • IT managers and software architects have long recognized open source for infrastructure use • Professional support, developers, QA and services are all provided by vendors who understand enterprise needs • Beware of the Fear, Uncertainty and Doubt (FUD) from legacy vendors 6 Open Source ECM

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#3 You Don’t Need to be a Developer to Use Open Source ECM 7 Open Source ECM

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#3 - You Don’t Need to be a Developer to Use Open Source ECM • Organizations with complex or unique ECM requirements can always choose to customize • Packaged downloads for streamlined installation or appliances for virtual machine platforms • Clean, approachable user experience designed for use by typical information workers • Graphical, wizard-driven customization and configuration environment puts control into hands of information architects and business analysts 8 Open Source ECM

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#4 Don’t Confuse Open Source with “Free”

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#4 - Don’t Confuse Open Source with “Free” • All ECM projects require a long term plan for deployment, needs analysis, training and ongoing support and maintenance • Select an ECM platform because it meets your business and technical needs - not because there is a perception of ‘no cost’ • Prepare to invest in the support and assurances that best align with the mission critical nature of the content application 10 Open Source ECM

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#5 Open Source ECM Vendors Walk the Enterprise 2.0 Talk

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#5 - Open Source ECM Vendors Walk the Enterprise 2.0 Talk • Successful open source projects are vibrant communities that encourage peer-to-peer engagement • Most vendors have jumped on the “Community” and “Social Marketplace” bandwagon in last 2 years • Open source ECM has valued knowledge-sharing, online community, peer support and customer input for years 12 Open Source ECM

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#6 Open Source Vendors Can Better Align to Customer Values 13 Open Source ECM

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#6 - Open Source Vendors Can Better Align to Customer Values • Vendors who derive revenue from license sales will benefit far in advance of their customers • ECM deployments require weeks or months to show ROI and deliver on deployment objectives • Open Source vendors benefit when the customer does: during the application build and deployment phases • Ongoing maintenance and support costs need to be transparent and predictable 14 Open Source ECM

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#7 Not All Vendor Business Models are the Same

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#7 - Not All Vendor Business Models are the Same • Vendors who derive revenue from license sales will benefit far in advance of their customers • ECM deployments require weeks or months to show ROI and deliver on deployment objectives • Open Source vendors benefit when the customer does: during the application build and deployment phases • Ongoing maintenance and support costs need to be transparent and predictable 16 Open Source ECM

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#8 ECM is No Longer a Frill but is Essential to 21st Century Business 17 Open Source ECM

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#8 - ECM is No Longer a Frill • Rise of the Web means small and new companies can compete with incumbents • Democratization of opportunity also means democratization of risk • Requirements to manage, capture and preserve content extends to companies of all sizes and corporate structures • Open Source ECM helps keep the playing field level 18 Open Source ECM

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2010 - A Turning Point in the Evolution of Enterprise Content Management

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Today - Second Generation of ECM Deployments • AIIM - May 2010 Market Intelligence Report • 35% of Respondents are deploying new Enterprise Content Management systems over next 12-18 months • 64% of Respondents would consider using Open Source ECM software products • Software as a Service ECM alternatives expected to double over 12-18 months - up to 12% will use SaaS 20 Open Source ECM

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Today - Second Generation of ECM Deployments • Gartner - April 2010 • Gartner has seen a sustained rise in open source content management offerings during the past 2 years • 90% driven by perception of cost savings - also increased core maturity of available products, better flexibility and innovation •

“How to Determine if Open Source Makes Sense for your Content Management Strategy Publication Date: 15 April 2010/ID Number: G00175045

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CMIS - Content Management Becomes Interoperable

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Open Standards / Open Source • Taking our Digital Footprint Seriously • Long Term Preservation •

PDF/A

•

Era of Information Overload becomes Dark Ages 2.0?

• Broad, accessible software source code •

User and developer community “future-proofs” against vendor merger and acquisitions or proprietary file types

• Public sector, large organizations, archives can assert control over their digital content requirements 23 Open Source ECM

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Background • Draft specification submitted to OASIS in 2008 • Strong participation and collaboration among 19 vendors • Final public draft in January 2010 • Ratification on May 4, 2010 24 Open Source ECM

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CMIS: Why and What? • Statement of Purpose • Define a domain model that can be used by applications to work with one or more Content Management systems •

Data Model, Abstract Capabilities, Set of Bindings

•

Problem of “islands of incompatible systems” making it difficult for organizations and application developers to integrate content across and among systems

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CMIS 1.0 CMIS Client : Portal, Scanning, Content Management or Business Apps CRUD operations Metadata Query : CMISQL Folder Checkin, Checkout Renditions ACL Versions

Document

Filing Relations

REST (AtomPub) or SOAP IBM/Filenet

Nuxeo

EMC/ Documentum

Sharepoint

Open Text/ Livelink

...

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Problem is Not Vendor Lock-in It’s Content Lock-in

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Lowest Common Denominator or Greatest Common Factor? • Basics of the Specification • Object Types •

Documents, Folders, Relationships, Policies

• Each object has an object identity, properties • Objects may an access control list, a content stream or rendition 28 Open Source ECM

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CMIS: Real World Content Applications - Today

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Real World CMIS in Action • Content Management Goes Mobile •

Android CMIS Broswer •

Browse CMIS repository

•

View Documents

•

Email Documents

•

Search

•

View Document Properties

http://code.google.com/p/android-cmis-browser/ 30 Open Source ECM

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Nuxeo ECM: A Platform for Content Applications

Business Solutions

Horizontal Packages

Construction

Media

Government

Life Sciences

Correspondence Management

Contracts Management

Invoice Processing

Records Management

Document Management

Digital Asset Management

Case Management Framework

Structured Document Server

Content Aggregator

Nuxeo Enterprise Platform Platform Content Infrastructure

Complete set of components covering all aspects of ECM

Nuxeo Core Lightweight, scalable, embeddable content repository

Open Source ECM

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Use Cases: Platform for Content Applications • Turn-key ECM Applications • Document Management, Digital Asset Management, Records Management

• Content-Centric Business Applications • Former Described by Gartner as Content-Enabled Vertical Applications (CEVA) - Now “Composite Content Applications” (CCA) •

Correspondence Control, Case Management, Contracts Management, Invoice Processing 32

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Use Cases: Platform for Content Applications • Embedded as a Service • “OEM” content repository • Mobile, offline applications needing lean, secure document store

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Nuxeo Who Are We?

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Nuxeo: Who Are We? • Our Focus is Enterprise Content Management Not an onramp to another core offering

• Open Source as Efficient Development Model Open development process, freely available ECM platform & components to download / deploy / extend, trick-free business-friendly licensing, etc.

• Built for 21st Century business Architecture intended for world of lean, mobile, social, interoperability, standards-friendly, where organizations run on content & information

• A Social Marketplace in action Innovation driven by community of customers, partners, our core developers 35 Open Source ECM

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Nuxeo: Who Are We? • 10 Years of Success • Open Source Enterprise Content Management provider with global customer base • Current Architecture - a Java-based ECM platform built for flexibility and extensibility • Rapid growth in North America since 2009 • Learn more at www.nuxeo.com 36 Open Source ECM

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