ECM Product Vision & Strategy Danny Pidutti Program Director, BPM Products and Strategy IOD – Melbourne, Australia May, 15, 2008

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The information in this document is presented only as a statement of direction. Product release dates and/or capabilities referenced herein may change at any time at IBM’s sole discretion based on market opportunities or other factors, and are not intended to be a commitment to future product or feature availability in any way. Nothing contained in this material is intended to, nor shall have the effect of, stating or implying that any activities undertaken by you will result in any specific sales, revenue growth or other results. References to IBM products do not imply that they will be available in all countries in which IBM operates. Roadmap related information is IBM Confidential and cannot be disseminated without expressed permission from IBM Corporation.

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Enterprise Content Management

ECM Product Vision & Strategy – Agenda ƒ ECM and Enterprise Information Management (EIM) ƒ IBM’s ECM Portfolio • Content Products • Content-centric BPM • Content Discovery • Compliance ƒ ECM Roadmap

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Information On Demand Unlocking the Business Value of Information for Competitive Advantage Customer & Product Profitability

Financial Risk Insight

Workforce Optimization

Dynamic Supply Chain

Business Optimization

Multi-Channel Marketing

Leverage information to better understand and optimize business performance

Establish accurate, trusted view of information, managed over time

Flexible Architecture for Leveraging Existing Investments Manage data and content over its lifetime and as part of processes Other Information & Application Sources

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IBM ECM Product Strategy & Vision Guiding Principles

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Active Content

Deliver information that is unified, accurate and in context with critical business processes and policy management.

Business Agility

Provide the right information to the right constituents at the right time in the right context to enable better decisions faster.

Enterprise Compliance

Manage risk and automate compliance with records management, legal discovery and intelligent content archiving.

Content Anywhere

Manage content anywhere without requiring content migration.

Pervasive and Persuasive

Access, collaborate, and influence business decisions in new ways, making content a first-class source of decision-making insight © Copyright IBM Corporation 2007. All Rights Reserved.

Pervasive Persuasive

Business Agility

Enterprise Compliance

Active Content

Content Anywhere

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ECM Portfolio Clients Services

Portals & Web Apps

LOB & ISV Solutions

Desktop Apps

Web Components

App Components

Desktop Plug-Ins

Content Discovery

Enterprise Content Services

Content Centric BPM

Collaboration

Compliance

eDiscovery

Classification

Analytics

Document Management

Image Management

Intelligent Content Archiving

Capture

Web Content Management

Forms Management

Report Management

Records Management

Federation/Content Integration

Repositories IBM CM

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IBM On Demand

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IBM FileNet

SharePoint

Other

ECM Portfolio – Support of all Repositories Clients

Portals & Web Apps

LOB & ISV Solutions

Desktop Apps

Components App Components Desktop Plug-Ins ƒ Preserve Web and extend existing content investments Content Discovery Content Centric BPM ƒServices Scalability to billions of objectsCollaboration

Enterprise Content Services

eDiscovery

Compliance

Classification

Analytics

ƒ Performance to SLA’s Intelligent Content Archiving Document Management Imagemeet Managementuser Web Content Management

Forms Management

Report Management

ƒ Reliability for business continuity

Capture Records Management

Federation/Content Integration

Repositories IBM CM

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IBM On Demand

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IBM FileNet

SharePoint

Other

Content Management Products

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Basic Content Services for Business Content Overview: ƒ BCS for authoring & communication of content ƒ Manage content that exists today in collaboration tools & shared-drive repositories ƒ Extend authoring & collaboration content with ECM services

Trends: ƒ Enterprise standardization of ECM ƒ Managing the viral adoption of SharePoint for shared-drive & collaboration use cases

Customer Benefits: ƒ Manage viral deployment of ad-hoc collaboration ƒ Centrally manage enterprise content assets ƒ Extend with ECM services including: BPM and RM

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Imaging & Capture Overview: ƒ IBM Imaging solutions enable customers to consolidate repositories, improve capture efficiency and extend existing investments for day-forward applications

Trends: ƒ Imaging system & vendor consolidation ƒ Capture standardization across the enterprise

Customer Benefits: ƒ ƒ ƒ ƒ

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Reduce complexity & reduce costs Advanced forms recognition reduces labor costs Improve TCO, productivity & customer response through consolidation Extend Imaging with FileNet BPM and RM

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Content-Centric Business Process Management

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BPM for Business Vision

Application Design Studio

What is it? ƒ

Business User focused BPM; enable business users to take control of their processes

Benefits: ƒ

Increase productivity

ƒ

Streamline business processes

ƒ

Empower business users to define/model their processes

ƒ

Agile process app development with flexible UI and richer user experience

Extensible Components (Examples)

Capabilities ƒ

Integrated modeling, design, collaboration, and UI configuration environment

ƒ

Provide a unified solution design experience for customers and partners to create BPM solutions

ƒ

Web 2.0 components to create dynamic process applications − Extensible by customers and partners

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Inbox

Work List

Doc Viewer

Form Viewer

Metrics

Reports

Out-of-the-box with BPM Application

Search & Disc

Email

Info*

Industry Widgets

Customized Components

Custom Widgets

Content Discovery

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Content Discovery Vision

Driving visibility and business optimization from ECM content

Content Classification IBM Classification Module

Content Access OmniFind Search

Analyzed Content

visibility & business insight

Content Analytics IBM Content Analyzer

Organized Content

in IBM ECM repositories

Disorganized or Lost Content 22

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Compliance

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Enterprise Compliance Vision Integrated Platform Addressing all Compliance Issues

IBM ECM Records Management Intelligent Content Archiving

SharePoint

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IBM Classification Module

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Electronic Discovery

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2008 Product Plan - Driving Themes Preserve and extend existing customer content investments Deliver Basic Content Services (BCS) across a spectrum of customer requirements to aid broad ECM adoption ƒ Deliver new enterprise services against federated repositories ƒ Improve consumability and improve on TCO ƒ Leverage broad, open IT infrastructure ƒ

Deliver an advanced, business-oriented BPM platform Provide tools that business process owners can leverage to build and deploy solutions in collaboration with IT ƒ Provide higher-levels of pre-built components that can be quickly configured to accelerate timeto-value ƒ Provide a framework that will allow for agile development and deployment of BPM solutions ƒ

Protect customers against the risk of legal and regulatory concerns Deliver the next-generation, intelligent archiving capability ƒ Provide a certified, integrated Records Management solution with robust federation ƒ Extend the ECM platform to support critical electronic discovery requirements ƒ Innovate classification capabilities to accelerate compliance, reducing cost and errors involved in ECM decision making. ƒ

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ECM Roadmap

2008 Q1

Q2

2009 Q3

Q4

H1

H2

Enterprise Imaging and Report Management Image Services

Content

Capture

Basic Content Services

OnDemand

Quickr

Office 2007

CM8 Samba

Harmony

CommonStore SAP

CFS/IICE

Process

Quickr

SharePoint

Platform Standardization P8 Sonata Webi

OnDemand

Office 2007

SharePoint-P8

Workplace XT

Capture

Workplace XT

CFS/IICE

Webi

Workplace XT

BPM for the Business BPF

eForms Framework

P8 Sonata

BPF

BPM Harmony

eForms

Compliance / Discovery

Intelligent Content Archive

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ICM Integration

Symphony

Symphony II

Enterprise Compliance IRM

P8 DoD V3

P8 RM for CM8 & CMOD

IRM DoD V3

RM Harmony

IRM z/OS

eDiscovery I

Content Discovery OmniFind EE

ICM

Content Analyzer

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eDiscovery II ICM

OmniFind EE

thank you! [email protected] May 15, 2008

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