Emc World Evergreen Preso 5 16 07 With Demo Slides

Evergreen Investments:
Using EMC Web Publisher for
Secure Access to Financial
Information

Christine Weaver
Valbona LaChapelle

Bryant Bonner

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© Copyright 2007 EMC Corporation. All rights reserved.

Question
When was the last time you examined your investments?

Which Subsidiary of Wachovia Corporation
– Is a Broadly Diversified Asset Management Organization
– Is the 20th Largest Mutual Fund Company
– Currently Manages $312* Billion in Assets (*as of 3/31/2007)

– Employs More Than 1400 People
– Created the First Mutual Fund, “Family of Funds”

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Agenda
Using Web Publisher for Secure Access to Financial Information

About InvestNet
– Introduction
– Goals
– Challenges
About the Solution
– The Intranet
– The Technology Behind It
– The Results
Demo
Future Direction

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About InvestNet
Evergreen Investments’ intranet site

Gateway for delivering Evergreen information and
resources
Used by sales, portfolio management and business support
Over 2,500 site users within Evergreen & Wachovia
A million visits per year
Over 7,000 downloadable documents available
Heavily regulated environment (NASD, SEC, SAS70)

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Goals for the New Intranet Site

Create a collection of specific portals, not just site sections
– Feed specific audiences into targeted areas
– Use EMC Documentum Web Publisher
Increase publishing efficiency
– Upload or update large collections of documents
– Feed individual documents into multiple portals
Ensure secure access and the right permissions
Do it quick! Evergreen had an aggressive timeline for the
project

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Challenges of the Original Intranet Site

The static, HTML-based site was increasingly complex in
size, scope and functionality
– Site was a collection of documents and complex navigation
– Needed a more efficient way to update multiple documents
– Needed a change control process to ensure compliance and
adherence to audit requirements

Required complex site security
– Specific content had to be restricted
– Content authors needed varying degrees of access
– Administration of security had to be a non-IT function

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About the Solution
The technology behind the new InvestNet site

Develop Site
Approve
Framework
Compliance Alignment
J2EE Struts

Contribute Migrate
Enhanced User Leverage Existing
Experience Data

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About the Solution

Develop Site
Approve
Framework
J2EE Struts

Contribute Migrate
Experience Data

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About the Solution

Develop Site
Approve
Framework
J2EE Struts

Contribute Migrate
Experience Data

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About the Solution

Develop Site
Approve
Framework
J2EE Struts

Web Publisher
Customizations
Bulk Updater / Importer

Contribute Migrate
Experience Data

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About the Solution

Develop Site
Approve
Framework
J2EE Struts

Author Approve Published
Content Content Page

Revise

Contribute Migrate
Experience Data

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Demo

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Creation of Site Navigation
Scenario One

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Bulk Import of Business Documents
Scenario Two

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Bulk Update of Business Documents
Scenario Three

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About the Solution
A more robust and secure intranet

InvestNet is now a dynamic site with systematic navigation
Each user has access to a specific business portal
Documents can be placed into Documentum once and
published across portals
Up to 100 documents can be updated at once
Site and access security is built in and maintained by the
Web site business owners

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About the Solution
The results of the deployment

Satisfies the regulatory and audit requirements for the
content maintained on the site
Maintained integrity of content management process
Ability for business users to maintain both content and
navigation
Consistent business content across web site
Reduction in IT maintenance costs
Improved ability to scale with business strategy

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Future Direction
InvestNet’s next steps

Migration of ASW intranet site from SQL Server to EMC
Documentum technology
Enhancements to Web Publisher bulk importer/updater and
search features
InvestNet delivery via Evergreen Extranet
Intranet site delivery to third party broker/dealer business
partners and outside U.S.
Utilize Google for enhanced search

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Emc World Evergreen Preso 5 16 07 With Demo Slides

Emc World Evergreen Preso 5 16 07 With Demo Slides

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