Archive for February, 2007

11 Key ECM Trends

Hat tip to John Mancini, president of AIIM for providing this list from the European Advisory Trade Member meeting last Friday.

I find of that number three and number one are very closely related. Also I have maintained the assertion for number 11 for quite some time now. It makes more sense to architect a solution (this does not only mean technology) that can address the entire lifecycle of content and not have two separate systems, one for live content, and one for archived content.

1. Customer readiness for new technology… “The reason why so many CRM initiatives failed was that management and the organization did not understand that CRM was a fundamental strategy and business culture/mindset change. Comprehensively managing content in an organization requires the same sort of strategic shift. It is not a technology problem, but a business problem focusing on how stakeholders communicate, how business processes are expressed, and how the business is architected.”

2. An explosion of content types… ”The vendor community has been busy consolidating–consolidating products into platforms, building out new features, adopting web 2.0 and developing new and wonderful features that they think customers want. However, different types of content demand different management strategies. Buying and bolting together content technologies may seem good on paper, but in reality, pulling these together increases the complexity of systems dramatically. A system that tries to do everything might possibly work for small organizations, but may not be feasible for larger enterprises.”

3. Solutions must focus on usability… “The ability to easily use content management systems is key, as content underpins almost all activities in a business and any invasive disruption will meet resistance. End user adoption leads to successful content management. This means the content management technology must be integrated into line of business applications–no web pages springing up for the end user to complete, no browse and upload functionality, and the ability to capture all file types of seamlessly.”

4. The important of a unified customer view… “Customer service is one of the most difficult tasks in today’s business environment. Everyone is following a multi-channel strategy and wants to have a 360º view of the customer. A customer has an integrated view of their interactions with a company. However, it very hard to ensure that the company has that same integrated perspective of the customer.”

5. Content analytics or text analytics… “We are entering an era in which the need to analyze the use of content is critical. We will start to see a trend to associate value or relevance to the corporate information based on usage patterns and some form of social interaction. I think we will start to see combinations of BI techniques applied to content use and content interactions.”

6. An explosion of security concerns… “The application of DRM or IRM techniques inside enterprise will grow. Data security, traceability and privacy concepts applied to documents and emails will become much more common place than they are today.”

7. Compliance isn’t everything… “A lot of organizations use compliance as the main business driver for the implementation of an ECM solution and often focus on securing compliance for one particular regulation such as Sarbanes-Oxley. The key efficiency ROI benefits from process efficiency and process improvement are being over-looked.”

8. Don’t overlook integration into key applications… “Integration of any ECM solution into key applications is critical, but very rarely considered during the scoping of the solution. As technology systems mature and business capabilities expand, integration becomes a key factor in the success, or failure, of a project.”

9. E-mail management a killer app… “Email as a major part of an ECM solution is being overlooked. Email management/control must be a key factor in any ECM strategy. In fact, it could turn out to be the most important factor in the future.”

10. Movement of ECM to the infrastructure… “Content Management is becoming more of an infrastructure issue than ever before. ECM is mainstream and organizations are looking to take an architectural approach to ECM implementation. That is a crucial decision, not dissimilar to the decisions organizations made on the 1990s on database and ERP. However a key part of choosing an infrastructure is also the availability of value-added vertical applications.”

11. The convergence of archiving and content management… “Many of the services required for archived content are the same as for in-flight and live content. We see similar requirements for archiving unstructured (i.e., documents, images, reports) and semi-structured content (i.e., email) but repositories will have to scale to meet the sheer volume of content.”

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BetterECM Goes To Gartner BPM Summit

Greetings from beautiful San Diego! I will be attending the Gartner BPM Summit this Sunday through Wednesday. I am really looking forward to being an attendee and not being one of the presenters for a change. Not that I don’t enjoy presenting at conferences, mind you. I really do enjoy getting live feedback and having the opportunity to meet new people who in many cases are as passionate about making ECM better as I am.

I plan on focusing my attendence to sessions that deal with the strategic alignment of BPM with the organization’s buisness, with the change management aspects, and with the intersection of BPM and ECM.

I also hope to meet several of my BetterECM readers in person while at the conference. Sandy Kemsley blogged about attending and I plan to meet up with her.

Once I get my agenda nailed down I will post that so you can see what I will be attending. I also will try and blog about some of the sessions and the confrence in general. 

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"New" Upcoming MOSS 2007 Webcasts

Hat tip to Arno Nel 2.0 – the Information Worker for putting together this updated list.

Wed, 21 Feb 2007
TechNet Webcast: Planning Deployment of Search Solutions for the Enterprise: Security, Performance, and Compliance Considerations (Level 300)

 Thu, 22 Feb 2007
Support WebCast: Microsoft Office Outlook 2007 integration with Microsoft Windows SharePoint Services (WSS) version 3 Contact Lists and Document Libraries

Thu, 22 Feb 2007
Microsoft Webcast: Improve Productivity and Communication Using Office SharePoint Server 2007 (Level 100)

Wed, 28 Feb 2007
TechNet Webcast: Planning for and Deploying Search in SharePoint Server 2007 (Level 300)

Wed, 07 Mar 2007
TechNet Webcast: Installing and Configuring Windows Desktop Search (Level 300)

Fri, 09 Mar 2007
TechNet Webcast: Planning For and Deploying SharePoint Server 2007 (Part 1 of 2) (Level 200)

Mon, 12 Mar 2007
TechNet Webcast: SharePoint Server 2007 Search Technical Drilldown (Level 200)

Wed, 14 Mar 2007
TechNet Webcast: Installing and Configuring Basic Search with SharePoint Server 2007 for Search (Level 300)

Fri, 16 Mar 2007
TechNet Webcast: Planning for and Deploying SharePoint Server 2007 (Part 2 of 2) (Level 200)

Mon, 19 Mar 2007
TechNet Webcast: Security for SharePoint Products and Technologies (Level 200)

Wed, 21 Mar 2007
TechNet Webcast: Installing and Configuring Search in SharePoint Server 2007 (Level 300)

Wed, 28 Mar 2007
TechNet Webcast: Extending Search Capabilities with Office SharePoint Server 2007 (Level 300)

Wed, 04 Apr 2007
TechNet Webcast: Extending Search Capabilities with Office SharePoint Server 2007 (Level 300)

Wed, 25 Apr 2007
Microsoft Webcast: Infrastructure Optimization (Part 11 of 11): Empower People to Find Information and Expertise with Enterprise Search

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Hot Off The Presses: "Are You Ready For SharePoint 2007?"

I just received the February issue of “document” magazine in the mail today with my article “Are You Ready For SharePoint 2007?” 

The following is the headline in the print magazine that does not appear in the online version:

The release of Microsoft Office SharePoint Server (MOSS) 2007 is making waves in the industry. However, will it help your organization control its records management policies? Take an intensive tour of MOSS’ Records Center feature to get the most from your investment. 

I collaborated with Robert Markham from Cohassett Associates during the writing of the article. I tried to provide a systematic plan and roadmap for getting ready to implement a records management solution using the MOSS Records Center. I hope I succeeded in providing a useful “how to” article.

Let me know what you think.

25 Tips to Lockdown Your SharePoint Environment

Hat tip to Joel Oleson who blogs over at the SharePoint Product Team Blog for posting this great list. Here is an excerpt from his post:

I was preparing for a TechReady (internal Technical Readiness conference) Presentation and for my advanced deployment presentation I really needed to beef it up.  Here’s a list I put together for a few lockdown slides.  This is not meant to be fully comprehensive, but get you started down the right track.  All of these may not apply.

  1. Configure Firewall Rules lock down to most restrictive w/ acceptable level of usability (i.e. outbound HTTP)
  2. Secure client communication with trusted SSL certificates (128bit HTTPS)
  3. Use IPSEC Require mode between servers (Policy) Especially for secure communication between servers and DCs * Be careful with NLB. You can do also this on your Intranet with request mode, I recommend not using client require mode for non windows and legacy clients (MAC/Unix/Win 98)
  4. Enable Kerberos Authentication (Intranet) *Careful with NLB
  5. SQL SSL encrypted Traffic + Non Standard Port
  6. …Click here to view the entire list
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Why BetterECM?

This Blog focuses on how to effectively use enterprise content management (ECM) technologies to solve business problems. I also try to debunk some of the myths floating around the ECM market.

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____________________________
Russ Stalters is Director, Information & Data Management at a global oil and gas company. Everything in this Blog is his personal opinion and does not represent the views of his employer. No warranties or other guarantees will be offered as to the quality of the opinions or anything else offered here.


This work is licensed under a Creative Commons Attribution-Noncommercial-Share Alike 3.0 License

BPM Related Posts @BPM Enterprise

I will also be Blogging about the intersection of Business Process Management (BPM) and ECM at BPM Enterprise.com.

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