ECM: Documentum – Imaging

Digging around in EMC’s ‘myLearn’ site this morning. Decided to watch this webcast around BPM and Imaging given the ongoing activity in pipeline around process automation. You find it by loggin in here:

http://documentum.myLearn.com

searching for “BPM and Imaging – KOPC 2006”. FYI, search the forums for instructions on how to get a working login

http://wis-demo.gr.com/phpbb2/viewtopic.php?p=8607#8607

At 10,000 feet the core message I heard was:

Quote:

1. Nice Overview of an ECM solution 7 minutes in. Wove via four areas. We should leverage similar in position of any ECM (Sharepoint, NW, Stellent, Documentum). 2. Excellent example of collaboration integration to thier business process automation efforts 31 minutes in. In short they create workflow steps that create a collobration space (eRoom in thier lingo) that has defined activities that need to be completed at which point the collaboration room rengages the workflow and archives itself into the process with the other docs being manipulated.

Here are my detail notes:

Quote:

• BPM and Imaging – KOPC 2006 Pasted from <http://mylearn.documentum.com/mgrCourse/launchCourse.cfm?id_registrant=193270&id_host=325&id_course=18973&gt; • Solution: Document and Image Processing • 2:14 – Paper Management Problem ………..○ Still see customers w/ this problem ………..○ Manual ………..○ Official files can only be sequentially handles ………..○ Compliance controls are hard on paper ………..○ Customer service issues on paper • 4:00 ROI easy on paper ………..○ Copies ………..○ Filing/Retrieve ………..○ Avg stats – 19 copies of doc, $20 to file, $120 to search for misfiled, lose 1 out of 20 docs, 25 hours to recreate lost docs, $8 to process invcs (70% is doc handling) • 5:12 EMC acquires captiva (capture software). ………..○ Over holidays • 7:00 Imaging Vision – Technology View ………..○ Focuses (industry) ………………….§ Mortgage, Insurance Claims, New Account, Invc Processing ………..○ Process Services ………………….§ Colloboration Workspaces ………………….§ Business Process Automation ………..○ Content Services ………………….§ Docs, Forms, Rich Media, Web, Images, Msgs, Reports ………………….§ Capture / Edit ………………….§ Library ………………….§ Transformation ………………….§ Classification ………………….§ Search ………………….§ Publish/Distribute ………..○ Repository Services ………………….§ Compliance / Retention ………………….§ Policy Mgmt ………………….§ Archival ………………….§ Intelligent Storage ………..○ Integration Services • 10:00 — Acartus Acquired ………..○ That plus Captiva gives them end-to-end focus • 11:00 — Three Focuses ………..○ Capture ………..○ Process ………..○ Archive • 12:00 – Capture ………..○ Captiva Focus – Products – InputAccel (base platform), FormWare, Dispatcher, InputAccel(invcs), eInput ………..○ Devices: Scan, Fax, Multifunction, etc ………..○ Extract / Validate information from the document (OCR) ………..○ Doc Types Handled: Structured (all same), Semi Structured (different by vendor but large groups similar), Unstructured (each doc diff) ………..○ 17:15 – Dtl review of InputAcel ………………….§ 18:30 talk of extracting data from images and how ………..○ 20:00 – ABM-AMRO Customer Example ………………….§ 800,000 images a day processed ………………….§ Multi-Function devices at branch submits to a central solution ………..○ 22:00 – Captiva remains separate, continues to sell for FileNET’s and Stellents of the world • 24:30 – Process ………..○ Real value add is streamlining processes ………..○ They call it “Business Process Management” ………..○ See four steps ………………….§ Model / Simulate ………………….§ Deploy / Execute ………………….§ Monitor / Manage ………………….§ Analyze / Optimize ………..○ Products they offer: ………………….§ Required ……………………………□ Process Engine (model/simulate) ……………………………□ Business Process Engine (deploy/execute) ………………….§ Optional ……………………………□ Business Process Services (Webservices layer) ……………………………□ Collaborative Edition ……………………………□ Formlet user lisc ……………………………□ Process connectors for: iLog (rules eng), IDS Sheer (Simulator), Cognos (Reporting) ………..○ 29:30 – High Volume Process Enablement ………………….§ Queues, Queue management, workflow around queues ………………….§ Part of Documentum 5.3 (10/2005) ………..○ 31:00 – Collaboration Integration ………………….§ Manage collaboration objects as part of record ………………….§ Part of all Documentum areas (web, outlook, etc) ………………….§ Design Business Process … certain steps can be flagged as requiring collaboration. Talk to collaborative edition (eRoom) … create room, add data, add people, trigger alerts back to room, have exits on room that retrigger process. ………..○ 34:00 – Process Specific BPM Templates ………………….§ Use in pre-sales ………………….§ Offer to clients as starting point ………………….§ Loan Origination, Claims Processing, New Account Setup (late 2006) ………..○ 34:30 – Recent Deals (q4) on BPM ………………….§ Auto Insurer. Field adjusters loading content files to HQ. BPS used to receive and route uploads to be processed. ………………….§ Chip MFG. Contract management. ………………….§ Credit Card Operator. Dispute Management Application. Rules engine • 38:00 – Archive ………..○ Store / Archive / Retain ………..○ Focus: End of life transactions and assoc docs, COLD ………..○ Compliance / Retention functionality is top of mind for the business right now ………..○ ILM? Image Lifecycle Management ………………….§ Steps: Create/Capture, Change, Route, Approve, Publish, Retire ………………….§ Claim routing/High availability ………………….§ Large Volume ………………….§ Process focus ………………….§ Clear need for ways for better usage of storage (huge storage keys) ………………….§ Strong compliance / retrieval needs ………..○ 42:00 – Example – Cincinnati Financial ………………….§ Processes Enabled: Underwriting, Marketing/New Product, Legal/Compliance, Policy Creation / Admin, Claims Admin, Customer Service • 44:00 – Key Imaging Applications ………..○ Horizontal Apps (PO, Invc, Mail Room) ………..○ Fin Svcs ………..○ Gov ………..○ Life Sci (Patient, Case Rpts, HIPPA, Product Research/Trial Docs) • 48:30 Competitive Positioning (per EMC) ………..○ IBM – ………………….§ Strong – Viable vendor, MQ ………………….§ Weak – Legacy Platform, Complex, ………..○ FileNET ………………….§ Strong: Well established in FS vertical, strong partners ………………….§ Weak: Not complete, migration to p8 is still a fee and hard ………..○ Mobius ………………….§ Strong: Known COLD vendor ………………….§ Weak: No breadth, imaging, or BPM ………..○ Others (Stellent, Hummingbird, Interwoven) ………………….§ Message: Full ECM platform and EMC vendor. ………………….§ Interesting didn’t talk to Strength and Weakness