Why IBM ECM Unique value propositions and differentiators 1

IBM Enterprise Content Management
Why IBM ECM
Unique value propositions and differentiators
from IBM Enterprise Content Management
1
IBM Enterprise Content Management
The top 10 reasons for IBM ECM
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1
Leading global organizations rely on IBM ECM
2
The ECM growth and market share leader
3
Recognized industry and offering leadership
4
Strong partner network providing leading industry & smarter content solutions
5
The ECM industry’s largest user network
6
Recognized excellence in technical services and support
7
Powerful opportunities for content expansion
8
Leading enterprise architecture
9
The broadest portfolio of ECM capabilities in the industry
10
Best of breed capabilities and unique value proposition
© 2013 IBM Corporation
IBM Enterprise Content Management
Leading organizations rely on IBM ECM
1
26 out of the top 30 banks worldwide*
13 out of the top 15 telecommunications
companies worldwide*
20 out of the top 25 insurance companies
worldwide*
7 out of the top 10 healthcare companies
worldwide*
21 out of the top 25 retail companies worldwide*
* Lists of top companies sources from MintGlobal. ECM customer information sources from EIW (2009 – 2013 Transactional and Stream revenue)
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© 2013 IBM Corporation
IBM Enterprise Content Management
IBM ECM leads growth & market share in 2012
2
Growth*
Gartner
• Gartner and IDC rank IBM as #1
in growth and market share
• 2012 growth faster than market
• IBM leading the competition in
both growth and market share
IDC
Company
Growth
Company
Growth
IBM
12.4%
IBM
13%
Open Text
3.7%
Open Text
-5%
EMC
-4.2%
EMC
-2%
Microsoft
8.4%
Microsoft
10%
Autonomy
4.1%
Oracle
1%
Oracle
6.8%
HP
-22%
Market
7.1%
Market
6%
* Sources: Gartner, ECM Market Share, April 30, 2013; IDC, ECM Market Share, April 30, 2013
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© 2013 IBM Corporation
IBM Enterprise Content Management
Recognized industry and offering leadership
Analyst Report
Publication Date
IBM Position
Gartner MQ for Enterprise Content Management
Sep 2013
Leader
Gartner MQ for Enterprise Information Archiving
Dec 2012
Leader
Gartner ECM Market Share
May 2013
Leader
Gartner MarketScope for Enterprise Records Management 1
Aug 2010
Strong, Positive
Gartner Magic Quadrant eDiscovery
Jun 2013
Visionary
Forrester Wave for ECM Suites
Sep 2013
Leader
Forrester Wave for Message Archiving
Mar 2011
Leader
Forrester Wave for Dynamic Case Management
Jan 2011
Leader
Forrester Wave BPM Suites
Mar 2013
Leader (w/ AIM)
Forrester Wave on Multichannel Capture 1
Aug 2012
Leader
Forrester Wave for Smart Process Apps 1
Apr 2013
Leader
IDC ECM Market Share
May 2013
Leader
IDC Records Management for Government 1
May 2013
Leader
IDC Archive Report
Oct 2011
Leader (w/ Tivoli)
Harvey Spencer Leading Capture Software Vendors
Q3 2011
Best position
Hurwitz Victory Index for Analytics 1
Jan 2013
Leader
= Significant change in position
5
Note: 1 = first time report
= Improved position
3
IBM Enterprise Content Management
Strong Business Partner solutions network
4
• Strong ecosystem of business partners
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Industry innovators
Independent software vendors
Value-added resellers and distributors
Global and regional system integrators
• Thousands of partners providing broad industry
expertise
• Horizontal and vertical high-value solutions for
every industry
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

Compliance and risk
Finance and administration
Human resources
Information technology
Operations
Sales and marketing
IBM ECM Business Partners
More than 1,000+ authorized business partners
31,500 certified ECM experts; 252 BP-built LOB solutions
Industry solutions in 18 categories
Download the Solutions Catalog
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© 2013 IBM Corporation
IBM Smarter Content Summit
Providing high-value industry solutions
BANKING
ENERGY
GOVERN
 Advanced Customer Service
Resolution
 Agency Service
 Bid Management for Logistics
and Transportation Services
 Complex Loan Origination and
Processing
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HEALTH
INSURANCE
 Claims Optimization/Benefits
Adjudication and Exception
Management
 Coordinated Patient Care
 Engineering and Technical
Document Publishing
 Fraud Investigation
Download the Solutions Catalog
4
MANUFACTURING
RETAIL
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

Incident Management
Judicial Case Management
New Banking Regulation
Supplier Content and
Communication
 Underwriting Optimization
© 2013 IBM Corporation
IBM Enterprise Content Management
High-value, smarter content solutions
IBM Patient Care and
Insights
IBM Intelligent
Investigation Manager
 Access and enrich patient
information
 Discover complex
patterns
 Identify patterns and build
evidence-based insights
 Better understand
fraud characteristics
 Find intervention
opportunities
 Automatically flag issues
and manage case resolution
 Deliver accountable,
personalized patient care
 Save money, protect
corporate reputations
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7
4
IBM Information
Economics
 Eliminate unnecessary cost
and risk by defensibly
disposing of data debris
 Align cost to value through
value-based archiving
 Reduce information risk by
instrumenting privacy,
e-discovery and regulatory
policy across the data
environment
© 2013 IBM Corporation
IBM Enterprise Content Management
The ECM industry’s largest user network
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99
5
ECM UserNet chapters in North America, Europe, and
Asia Pacific
Technical and business leadership communities
engaging on market views, business directions and
product decisions
Annual worldwide Smarter Content Summit delivering
updates on business strategy, product roadmap and
offering news
Client Advisory Board (CAB) for regular executive level
exchange between IBM and customers
Technical Advisory Council (TAC) for technical review
and feedback to validate new offerings and solutions
Annual industry leadership forum (IOD Conference)
Annual worldwide IOD Conference strategy, roadmap
and technical exchange
IBM ECM social media communities for sharing with
IBM, business partners or among customers
© 2013 IBM Corporation
IBM Enterprise Content Management
What ECM clients are saying
“IBM ECM makes us more competitive by
enabling us to quickly respond to
independent agents and customers. We’ve
become the number one insurance provider
in Ohio as a result.”
— Rick Gruly
Staff Specialist, Imaging,
Grange Insurance
“The original decision to use IBM ECM
technology has also proved to be the right
decision for today’s business challenges. The
successful implementation of IBM ECM’s
document management system more than a
decade ago greatly contributed to our
decision to employ the IBM ECM solution
across the whole of Zurich Deutschland.”
— Raphael Lamskemper
Zurich Service GmbH
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LINKS
IBM ECM success stories
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"By combining the strengths of IBM Software
and services, we are dramatically reducing
the time to process benefits, allowing the
staff to put more focus on handling
exceptional cases."
—José María Molina
Project Director, IT Department Social
Services, Junta de Castilla y León
“We chose IBM ECM because of its market
leadership and financial performance.
Having made the initial purchase, we saw
the potential to leverage our investment and
the momentum we had achieved with the
product.”
— Marco Diehl
1st Vice President, Cititech
IBM ECM videos
© 2013 IBM Corporation
IBM Enterprise Content Management
Excellence in technical services and support
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Together, software consulting, training, technical support and the Software
Accelerated Value Program transform software into solutions.
Software consulting
Look to ECM Software Services and Support for:
• Complete services portfolio that addresses
your entire project lifecycle
Training
• Project success and system supportability
delivered by a single provider
• In-depth product knowledge and unmatched
expertise and experience
• Powerful business partnerships
Technical support
• Field-tested experience
• Faster results – accelerated ROI
• Lower total cost of ownership
Software Accelerated
Value Program
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• Solutions with a future!
© 2013 IBM Corporation
IBM Enterprise Content Management
Powerful opportunities for content expansion 7
New era of computing
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Social, Mobile and Cloud are
transforming the way customers
interact with content.
ECM + Mobile:
– Provide a mobile content
experience that delivers better
intelligence and control.
ECM + Social:
– Provide content in context to
share ideas and access relevant
knowledge.
ECM + Cloud:
– Provide cloud services to help
manage enterprise content.
Mobile
Social
Cloud
Smarter Content Solutions
Big Data & Analytics
Expert Integrated System
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© 2013 IBM Corporation
IBM Enterprise Content Management
Leading enterprise architecture
8
Integrated, scalable, flexible
IBM ECM Solutions
IBM Solution Accelerators
Foundational | Cross-industry | Line of business
Portfolio aligned to industry imperatives
Capture
Document capture automation | Production imaging | Enterprise report management
Socialize
Activate
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•
•
•
Comprehensive case management
Integrated collaboration and rules
Case analytics
Document-centric workflow
• Office document management
• Social content and collaboration
Analyze
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•
•
•
Content analytics and assessment
Enterprise search
Classification / tagging
Master content
Govern
Smart archive | Records and retention management | eDiscovery | Disposition and governance
Platform Services
Standardization and consolidation | enterprise integration and federation | extensibility and scalability | flexible deployment
Middleware Extensions
Business analytics | Business process management | Data management | Web content management
Enterprise Content Management Services and Support
Consulting Services | Training and Certification | Technical Support | Software Accelerated Value Program
Smarter Content. New Insights. Better Outcomes
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© 2013 IBM Corporation
IBM Enterprise Content Management
Broadest portfolio of ECM capabilities
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Capture
Activate
Socialize
Analyze
Govern
• Document
capture
automation
• Comprehensive
case management
• Office document
management
• Content analytics
and assessment
• Value-based
archive
• Integrated
collaboration and
rules
• Social content and
collaboration
• Enterprise search
• Records and
retention
management
• Production
imaging
• Enterprise report
management
• Platform
standardization
and consolidation
• Case analytics
• Document centric
workflow
• Content
classification and
tagging
• Master content
• eDiscovery
• Defensible
disposal
Capabilities across IBM Smarter Planet Initiatives
Smarter Cities
Smarter Analytics
Big Data
Smarter Commerce
Social Business
Smarter Process
The path to value lies along one or more specific capabilities.
Smarter content. New insights. Better outcomes.
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© 2013 IBM Corporation
IBM Enterprise Content Management
Best-of-breed capabilities & value propositions 10
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CAPTURE
and gain control of the content to determine the value
ACTIVATE
and put the content in context
SOCIALIZE
for better collaboration and access
ANALYZE
and identify patterns to gain insights
GOVERN
for reduced cost and risk
© 2013 IBM Corporation
IBM Enterprise Content Management
Capture: harness and exploit
Value proposition
IBM delivers a considerable volume of information to knowledge workers and customer service personnel to
improve efficiency, reduce costs, increase customer satisfaction, improve product quality and competitiveness,
and simplify and streamline communication and collaboration.
Business value
Offering capabilities
• Capture is a strategic component for all document-intensive
business solutions
• IBM provides decades of experience delivering innovative and
robust capture capabilities
• Proven solution for high volume enterprise deployments with
lower TCO and faster implementation
• IBM Capture consistently ranked as a leader for Enterprise
Capture by Industry Analysts
• Flexible and predictable licensing models for predictable
budgeting and ROI
• Well integrated with IBM ECM capabilities to leverage the full
value of enterprise content platform
Flexible and robust design
• Fully configurable and extensible capture offering
• Single offering providing full suite of capabilities
• Modular, configurable, rules based architecture
• Reusable capabilities for a faster time to implementation
• Services oriented architecture for fast business application
integration
Enterprise implementation
• Quickly captures, validates and processes high volumes
• Organizes and integrates with enhanced cataloging
• Performs complex business rules, lookups and operations
• Offers advanced flow automation
• Supports a large variety of scanners and repositories
Efficient usage
• Fast document setup that learns “on the fly”
• No IT customizations required for changing conditions
• Real-time batch tracking to prevent Information loss
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© 2013 IBM Corporation
IBM Enterprise Content Management
Activate: optimize outcomes
Value proposition
ICM delivers trusted information – both content and structured data – in the context of a case workload to
shorten time-to-value with better tools and capabilities to address complex solutions for knowledge work. ICM
pairs business analyst focused design with built-in infrastructure for managing and viewing diverse information,
creating and reusing dynamic tasks, and creation of reusable solution templates.
Business value
Offering capabilities
• Information to make better decisions
Captures and activates auditable information in the context of a
case that allows authorized workers to view what is required for
critical decision making.
• Support the way people work
Supports dynamic and unpredictable tasks as well as enterprise
processes and rules that can be easily created and are all
auditable, helping track why decisions are made.
• Optimize business outcomes
Dashboards and reports provide visibility and insight at the case
level to provide guidance and recommendations for successful
business outcomes; content analytics can help determine root
issues.
• Business can take control
Business-driven solutions providing rapid time to value through
agility and easy adoption to change through templates,
accelerators, governance and partner applications.
Information
• Leverages a case object model to maintain, persist, and provide all
case-related information
• Delivers structured and unstructured trusted information
• Manages and governs entire case lifecycle
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Process
• Required, optional, or ad hoc tasks that address unpredictability
• Designed easily by business analysts with LOB tools
• Allow organizations to discover the best way to outcomes
• Supports dynamic, runtime work management and can integrate
structured processes
People
• Role-based 360° view of the case
• Easy to find and collaborate with experienced peers
• Context maintained through case lifecycle
• “One stop shop” solution design
© 2013 IBM Corporation
IBM Enterprise Content Management
Socialize: share and collaborate
Value proposition
The value of bringing content into social is to leverage the information in a corporate environment.
IBM’s social content management solution is designed to manage the end-to-end information lifecycle that
facilitates a smarter workforce, while improving worker effectiveness to meet customer demands.
Business value
Offering capabilities
• Best of breed social and collaborative tools, with ECM capabilities
to manage, leverage and use the content within business
processes
• Leverages flexible, open and modularized ECM capabilities –
including mobile and cloud
• Reuse of managed information for multiple business purposes,
such as LOB applications or deeper analytics to gain business
insight.
• Complete lifecycle management from declaring the information
as a record through disposition
• IBM’s social leadership externally validated:
• Named #1 by IDC in WW Social Platforms for the third
consecutive year
• Eight of the top ten retailers and banks use IBM social
business software
• Almost half of the Global Fortune 100 use IBM social
business software
• Three Forrester Groundswell Awards for IBM’s use of
Social
• IBM’s solution is platform independent allowing for
collaboration using multiple channels, such as laptops, tablets
and mobile devices
• Modular solution that supports open standards with
componentized capabilities that can be leveraged from other
business applications
• Integrates with IBM’s content navigator capabilities for a
consistent user experience regardless of device or content
sources
• Easily expanded to uncover deeper insights using IBM Content
Analytics
• Native CMIS support to include information from other
repositories within a business process or search
• Integrates with other IBM capabilities to manage and optimize
content in communities, web portals, etc.
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© 2013 IBM Corporation
IBM Enterprise Content Management
Analyze: achieve new insights
Value proposition
IBM Content Analytics is a robust, enterprise-scale content analytics and search product that can transform raw
information into insight within hours or days—not weeks or months—that allows for interactive exploration to
derive new insight quickly and easily.
Business value
Offering capabilities
• Market-leading natural language processing (NLP) and semantic
analysis capabilities to consistently deliver highest levels of
precision and recall for maximum effectiveness
• Open, standards-based, flexible technology easily tailored to
meet business needs
• Integrates with data warehouses, ECM repositories, Big Data
appliances, and other business analytics solutions to gain insights
from all enterprise information
• Deep experience and references in crime, healthcare and
customer service solutions focused on product and services
quality
• Integral component in ECM packaged solutions, such as ICPA for
Healthcare, Intelligence Bundle and Case Management
• Uses same NLP capabilities as IBM Watson
• Extensibility into other IBM product areas, such as Cognos,
InfoSphere and SPSS
User experience
• Convergence of Enterprise Search and Analytics into a single
platform for consistent and cross platform user experience
• Eight out-of-box analytics visualizations easily tailored by the user
community
• Quick and easy configuration of sentiment analysis
• Configured and custom dashboard views
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Product configuration and use
• Simple annotator composition by power users easily tested &
extended into a development environment
• Catalog of over 100+ preconfigured annotators, 30 connection
sources and 150 data types
• Leverages out-of-box classification clustering
• Provides contextual analysis for sub-documents
• Deliver rapid insight to other systems, users and apps
• Inherent in the IBM Watson technology base
• Provides analysis to IBM Case Manager
• Integration with Big Data and Netezza for analysis and insights, plus
Cognos reports and analytics view
© 2013 IBM Corporation
IBM Enterprise Content Management
Govern: reduce costs and risks
Value proposition
IBM Information Lifecycle Governance helps organizations improve their information economics by lowering
information costs and risks while maximizing data value. Only IBM provides solutions for defensible disposal,
rigorous eDiscovery, value-based retention and archiving, and governance and disposal enablement. These
solutions enable legal, IT, records, and business users to reduce legal risk, data management and discovery costs.
Business value
Offering capabilities
• Solution for value-based retention and archiving, eDiscovery
process and analysis, governance and disposal of structured
and unstructured information
• Closes gaps between policy, processes, stakeholders, archiving
and storage management
• Differentiated by its cost reduction benefits to customers
• Established success in major markets and key industries
• Top clients have high litigation, regulation and information
volume:
 Pharmaceutical and life sciences
 Oil and gas
 Energy and chemical
 Banking and finance
 Insurance
Strategy
• Value-based Archiving and Defensible Disposal to change
information growth curve
• Sustainable solution to systemic issues—systemic linkage of duties
and value to assets
• Lower IT run rate with more rigorous compliance
• Alignment of IT efficiency objectives with legal and regulatory
requirements
• Execution and domain leadership
2020
Technology
• Unified archiving solution that includes value based archival,
disposal and eDiscovery for structured and unstructured data
• Highly scalable, leading edge, proven technology
Expertise
• Governance process maturity model and methodology
• Extensive archiving expertise
• Deep eDiscovery and records domain expertise
• Program office and governance structure
• Technical and domain staff, onshore and offshore© 2013 IBM Corporation
IBM Enterprise Content Management
ECM platform: integrate, accelerate, scale
Value proposition
IBM provides an industry-leading, single, unified, secure and scalable enterprise content
management platform that offers maximum flexibility, integrated capabilities and accelerated
application deployment for a lower total cost of ownership and worldwide deployments.
Business value
Offering capabilities
• Protected investment in a flexible, scalable, proven platform
that supports integrated Capture, Activate, Socialize, Analyze and
Govern capabilities to provide better insight and business
outcomes
• An open, scalable and easy to manage ECM architecture that can
be centrally managed and administered but globally provisioned
and deployed to meet operational needs
• A robust architecture that can quickly and easily adapt to
changing business demands and IT requirements
• Easy expansion to new capability areas or organizations to
quickly respond to changes in the business climate
• Lower costs with non-chargeable bundled components to
support federation, application integration, database support
and storage
Flexible platform
• Enterprise integration and federation
• Unparalleled extensibility and scalability
• Flexible deployment models (e.g. on premises, hosted and
cloud
• Flexible user interface options (e.g. desktop, web, mobile)
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Platform capabilities
• Simple to complex document types
• Active content
• Extensible data model
• Content analytics
• Rich storage options
• Rich development environment
• Lifecycle and retention management
• Integration with desktop and web applications
• Mobile content management
© 2013 IBM Corporation
IBM Enterprise Content Management
Leading the way in smarter content solutions
High-value, smarter
content solutions
Industry leading
capabilities
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World-class
partner ecosystem
© 2013 IBM Corporation