1. So You Discovered You Own Oracle ECM.Now What? billycripe fishbowl solutions

2. PROLOGUE

3. ORACLE E20 ACE BLOGGER AUTHOR ME PHILOSOPHER MARKETING VP TWEETER

4. EXPERTS EXPERIENCED ADVOCATES M PARTICIPANTS CONSULTANTS E PASSIONATE USERS STAKE HOLDERS DEVELOPERS

5. EXPERTS EXPERIENCED ADVOCATES ORACLE E20 ACE BLOGGER AUTHOR M PARTICIPANTS ME CONSULTANTS E PHILOSOPHER PASSIONATE USERS MARKETING VP STAKE HOLDERS DEVELOPERS TWEETER

6. CHAPTER 1

7. AGENDA: 60 MINUTES 6 LESSONS

8. CAME WITH SOA OR WEBCENTER OR APPS -you think those restricted use licenses might be useful… EULA-made your rep happy How did You Get Oracle ECM? INHERITED– congrats on that promotion, now it’s your problem BOUGHT DIRECT-you have some idea of what you want to do

9. SOLUTION? PLATFORM? DO YOU KNOW WHAT YOU HAVE? SYSTEM? BUSINESS PROCESS? INFRASTRUCTURE?

10. A LITTLE STORY

11. YOU WALK INTO A BIG BOX FIX-IT STORE AND SEE THE FANCY BATHROOM DISPLAYS… Cool Fixtures Latest Materials Fancy Presentation

12. NOTHING UNDERNEATH

13. SO YOU WALK OVER TO THE PLUMBING SECTION AND SEE COOL PIPES Great Flow Highly Efficient Amazing Capacity Long Lasting Incredibly Flexible Some Even Fit Together

14. NOTHING ON TOP

15. SO WHERE DOES YOUR SH*T GO? VS

16. IT DOESN’T MATTER EITHER WAY IT STILL STINKS

17. “Oracle Content Management provides leading-edge solutions for all types of content management needs. From file server consolidation to sophisticated multisite web content management, Oracle Content Management provides a robust, scalable solution, along with a powerful INFRASTRUCTUREthat allows you to create content-enabled applications. ” OTN ECM HOME PAGE http://www.oracle.com/technetwork/middleware/content-management/overview/index.html

18. INTERFACE WITHOUT INFRASTRUCTURE LEAVES YOU WITHOUT A PLACE FOR YOUR CRAP INFRASTRUCTURE WITHOUT INTERFACE LEAVES YOU WITH CRAP ALL OVER LESSON 1: ORACLE ECM IS INFRASTRUCTURE

19. CHAPTER 2

20. INFRASTRUCTURE vs SOLUTION CONSIDER MOBILE DEVICES LIKE ANDROID AND iPHONE if you’ve never downloaded or bought an app you’ve overpaid for a phone iPhone and Android are infrastructure platforms easy solution (app) development limited in scope but useful/entertaining/desirable in essence when you buy the platform you need to buy or build the app apps are inexpensive because they’re relatively small, lightweight and targeted

21. INFRASTRUCTURE NEEDS INTERFACES LESSON 2: ORACLE ECM NEEDS APPS EQUIVALENT YOU’LL NEED TO BUILD OR BUY THOSE…

22. CHAPTER 3

23. WHAT CAN ORACLE ECM DO? file server consolidation, multisite web content management, extract, convert and view the content of over 500 unstructured file formats, Capture Analyze, recognize and categorize, integrate with erp and crm, records and lifecycle policy, Information security technology, imaging and business process management, digital asset management, portals, workflow, version control, metadata management, document authoring, information lifecycle, digital archiving, dynamic conversion, usage reports, idm active directory ldap integration, web sites, scheduled publishing, subscriptions, distributed file storage, hierarchical security, acls, accounts role based security, indexing, ap process queuing, high volume ingestion, physical records management, policy screening, legal holds, compliance reporting, audit tracking, digital signatures, approval gathering, document sharing OTN ECM HOME PAGE & Sub Pages http://www.oracle.com/technetwork/middleware/content-management/overview/index.html

24. WRONG QUESTION.

25. ORACLE ECM IS DROWNING IN FEATURES FEATURES AND CAPABILITIES YIELD POTENTIAL THE POTENTIAL IS MASSIVE HOWEVER…

26. POTENTIAL ALONE IS NOT ENOUGH WHAT OUGHT WE DO WITH ORACLE ECM? RIGHT QUESTION.

27. PEOPLE ARE LESS LIKELY TO ENGAGE IN THE DESIRED BEHAVIOR WHEN OVERWHELMED WITH OPTIONS LESSON 3: YOU NEED AN IDEA & A LAUNCHING PAD

28. CHAPTER 4

29. CONTENT STRATEGY solutions must ADDRESS THE SPECIFIC PAIN POINTS ACHIEVE REAL, INCREMENTAL SUCCESS & DON’T REINVENT THE WHEEL context must BE SCOPED ACCURATELY INFORM YOUR INFORMATION ARCHITECTURE

30. Solution focus driving Market Alan Pelz-Sharpe - RSG “Those who really are looking at true enterprise/organization-wide projects are engaging with ECM suite vendors such as IBM, Oracle, Open Text and EMC. But a much larger number of buyers are interested in addressing specific pain points such as accounts payable, case management, HR administration, etc.”

31. Portal Holistic approach is best Think information Then think Use Then think customization

33. The more participants, the more “social”

34. Tangential & indirect participation (e.g. awareness) is still socialRECOMMENDATION: SOCIAL & E20 are keywords You should hone in on RESULT: Puts your ECM project on the map

36. Change is tolerated by those familiar with what is changing

37. Change is tolerated when people see what is at stakeRECOMMENDATION: Engage tech champions, solve one hurt for a person, build in feedback and reporting so you can see the real time results RESULT: Materially affects users and secures their engagement in the project

39. Avoid buzzword “solutions” unless you…

40. Trace the buzzy technology back to a purpose RECOMMENDATION: Start with a business process because it is based on a behavioral objective RESULT: Allows Pro Forma ROI calculation and enumeration of soft benefits

42. Departments care about executing their areas of responsibility more effectively, efficiently, at a lower cost which, if done well informs the

43. Enterprise cares about ROI, governance, and risk mitigationRECOMMENDATION: One size does not fit all. Don’t try. You will Fail RESULT: Solution designed for the appropriate context

45. Departments want EFFICIENCY - reporting, distribution, ensured delivery

46. Enterprise want IMPACT – consistency in execution, ROIRECOMMENDATION: Identify the context into which your solution falls, then create a (small) solution/project governance layer for the next level up RESULT: Proof of the value at the next level secures results, accountability and funding the next time.

48. Department information architecture values process and infrastructure reuse

49. Enterprise information architecture values cost containment and completenessRECOMMENDATION: Create content networks rather than relying on metadata or search alone to filter things for you. RESULT: Context is preserved while utility is maximized. WCM has been doing this for years with contribution / consumption architecture.

50. CONTEXT DETERMINES VALUE. PURPOSE INFORMS EVERYTHING YOU DO. EXPOSE IT. IF PEOPLE DON’T KNOW WHY THEY’RE DOING SOMETHING HELP THEM SEE – OR LET THEM STOP DOING IT LESSON 4: YOU NEED A CONTENT STRATEGY

51. CHAPTER 5

52. EXAMPLES Overview: Financial Services Oracle ECM: Hundreds of Casual Users Pitch Book Creation Knowledge Library for Call Center Details: Presentation Management with PPT bursting and assembly Call Center Knowledge Library for on-the-call information Fishbowl: Solution Design | Implementation | Products Backing Solution

53. EXAMPLES Overview: Manufacturing Oracle ECM: 650+ Users Compliance Policies & Procedures Records / Retention Management Details: Safety Procedure Distribution System Automated Audit Check System Enhanced User Experience IDM Integration Single Source of Truth Fishbowl: Solution Design | Implementation | Products Process Automation Suite, AUSM

54. EXAMPLES Overview: Engineering Oracle ECM: International Engineering Quality Management Process Engineering Change Orders BOM/List of Affected Parts Reporting Quality Control Policies & Procedures Integrated with ERP Details: Streamlined ECO management, Reduced International Impact ROI from saved cost Fishbowl: Solution Design | Implementation | Process Automation Suite –

55. EXAMPLES Overview: Consumer Goods Oracle ECM: thousands of public consumers 36+ Micro-sites for Brands Needed efficient Process for Creating & Updating Needed to Change old look & feel Needed Better Brand Control Details: Quick Templating System Built–in workflow & Brand control Enhanced User Experience – Flash End User Contributions Content and Asset Reuse Fishbowl: Solution Design | Implementation

56. EXAMPLES Overview: Nuclear Power Utilities Oracle ECM: Highly Regulated Environment Needed efficient Project Quality Management Needed robust audit and reporting Details: Stage Gate Processes IFMS (PSFT) Integration Reporting Roll Ups Dashboard Fishbowl: Solution Design | Implementation |Project Automation Suite

57. EXAMPLES Overview: B2B Industrial Catalog Oracle ECM: Process Centric Environment Needed efficient Project Quality Management Needed robust audit and reporting Details: Stage Gate Processes ERP (EBS) Integration CRM on Demand Integration Reporting Roll Ups Fishbowl: Solution Design | Implementation |Process Automation Suite

58. EXAMPLES Overview: GIS Mapping Organization Oracle ECM: Information Centric Environment Needed full assurance on disaster recovery IT led, Executive office visibility Details: Disaster Recovery Processes, Docs and Assets in ECM Hot DR failover Remote , Mobile DR Docs Access Training Fishbowl: Solution Design | Implementation | Auto Replication Solution

59. BUILD ON WHAT OTHERS HAVE DONE. LABELS CHANGE BUT INFORMATION ARCHITECTURE OFTEN CROSS-APPLIES TO YOUR NEED LESSON 5: DON’T REINVENT THE WHEEL

60. CHAPTER 6

61. CAUTION: 12% of organizations have completed an enterprise-scale ECM project. 36% of organizations have no ownership at senior executive level... Insufficient awareness by senior managers” is given as the biggest obstacle. 29% of organizations view internal E2.0 as “imperative” or “significant”…knowledge sharing, team collaboration and project coordination are the main drivers. AIIM Market Intelligence: State of the ECM Industry 2010

62. The Cost CAUTIONS AND WARNINGS $2700 spent per user per year from Lag & Drag 2.5% of work time is lost to looking for the right information in paper drawers, email and shared drives. This is Search Lag 3% of work time is spent reinventing the wheel as people move digital bits from one document or form into another. This is productivity drag. Oracle study, us bureau of labor statistics

63. LEAP FROG WHAT OTHER ORGANIZATIONS HAVE IN PLACE BY LEARNING FROM THEIR SUCCESSES AND FAILURES. LESSON 6: LFMF

64. EPILOGUE

65. 60 MINUTES 6 LESSONS 1. ORACLE ECM IS INFRASTRUCTURE 2. YOU NEED TO BUY OR BUILD APPS FOR ECM 3. YOU NEED AN IDEA AND LAUNCHING PAD 4. YOU NEED A CONTENT STRATEGY 5. DON’T REINVENT THE WHEEL 6. LFMF

66. FLEXIBILITY MATTERS The world has changed and ECM is mature Content has a different lifecycle than technology – content should “facilitate change” over the next 5-10 years in aggregate Websites are an experience, not an event Past performance matters… Kurt Roberts,ZDNet, 2010

67. ORCL | EMC | OTEX | AUTONOMY ADOBE | IBM | OPENSOURCE SHARED NETWORK DRIVES INVENTORY YOUR INFRASTRUCTURE PORTAL MISH-MASH OF JCR STORES SHAREPOINT

68. Deployments of ECM are changing. Today, the single ECM system concept is alive in 35 percent of organizations. Yet, linking multiple repositories is becoming more of a goal -- 33 percent of respondentsplan to use a single sign-on portal to link repositories (which could include CRM and ERP content). "We arebeginning to see portals that are document-centric and project-centric such that you can discuss and share with people and access existing apps and set up blogs and search knowledge bases all through a portal which will reach out within other repositories,” Successful ECM initiatives involve an intersection of: Collaborative thinking, Process thinking, and Control thinking. As an industry, we spend most of our time thinking of last two, the president said. However, organizations are now beginning to put very collaborative tools on employee's desktops.

69. The Importance of Context Context determines Value Workers, and their business roles are the central aspect, with all processes and communication flows either inputs our outputs in context to these roles. Some examples are: Inbound and outbound communication are expanded to include voice and text from any source (unified communications becomes table-stakes). Processes are defined, developed and optimized around supporting role execution. Composite information dashboards are the interface across systems and processes and deliver in-business-context information on demand. Information is organized, trusted, proactively managed and self described. Certain basic ECM problems have been “fixed” and no longer top priority ECM issues (retention, disposition, eDiscovery, search result quality). Institutional knowledge is managed as knowledge, not documents. Content Analytics is the norm where Ontologies describe trusted semantic relationships from both internal and external information sources. Processes and system interactions become truly dynamic and can “learn” from historical execution to recommend streamlining options. On-premise, appliance, cloud and hybrid delivery models all interoperate and are invisible to end-users.