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GILBANE
San Francisco




     Content Convergence
     Transaction documents and digital assets:
     new challenges of the 2.0 era




Eric Barroca                              Gilbane Conference
                       4th June 2009
eb@nuxeo.com                               San Francisco, CA
Who am I?
 CEO of Nuxeo
 open source ecm software vendor
 global presence: US / EU / MEA
 leading open source ecm platform

 Long-time open source advocate
 Working with content for 10 years



email: eb@nuxeo.com                 corporate: nuxeo.com
twitter: @ebarroca                  developers: nuxeo.org
blog: blogs.nuxeo.com/ebarroca      community: linkedin - forums
from wikipedia...
transaction document: Transaction documents refers to legally
relevant documents that are either printed, inserter and mailed, or
electronically presented.[1] They consist of a mixture of fixed and
variable data.



digital asset: Digital Asset: A digital asset is any form of content
and/or media that have been formatted into a binary source which
include the right to use it. A digital file without the right to use it is not
an asset. Digital assets are categorised in three major groups which
may be defined as textual content (digital assets), images (media
assets) and multimedia (media assets); (van Niekerk, A.J. 2006)
digital   transaction
assets    documents
Logos         Purchase Orders
   Diagrams            Invoices
 Specifications          Memos
Contracts Terms       Contracts
  Blueprints      Fin. Statements
     Slides          Admin docs
    Photos         Tax declaration
  R&D docs          Delivery order
       ...                 ...
    digital         transaction
    assets          documents
vs.




digital         transactional
assets           documents
R IP
      OU       vs.
    DY
H OL




digital              transactional
assets                documents
R IP                   UR N
      OU       vs.           YO U
    DY                    KE S R
H OL                   MA NES
                          SI
                       BU




digital              transactional
assets                documents
the link?
CONTENT!
is this specific?
 library services      search & browse
 browse & view         publish to the web
 extract metadata      annotate content
 classify              distribute content
 share & collaborate   enforce access rights
 apply processes       convert formats
 manage lifecycle      ...
is this specific?
 library services              search & browse
 browse & view                 publish to the web
 extract metadata              annotate content
 classify                      distribute content
 share & collaborate           enforce access rights
 apply processes               convert formats
 manage lifecycle              ...

                    i don’t think so... ;-)
the difference?

           content type?
            file formats?
             security?
             volume?
             features?
the difference?

                content type?
                 file formats?
                  security?
                  volume?
                  features?


         in the end it’s just files, with
     metadata and a set of services on top
the actual difference

 what users expect to see
 how the content is used
 in which business process it participates
 where it should be published
the actual difference

 what users expect to see
 how the content is used
 in which business process it participates
 where it should be published



      it’s all about content usage and users’ views
the promise of ecm...


                        DM

             Collab           DAM



              RM              Web

                        BPM
what is actually happening...

                        RM

       BPM                        Collab




        DM


                  DAM           Web
2 .0
Entering the web era...
Web?


Universal delivery channel for applications (browser)
Flexible and convenient rich content format (HTML)
Protocol for content-oriented architectures (HTTP)
CEVA?

        Centric
Content Enabled Vertical Application
        Oriented


spawns the whole ECM scope to solve actual
business problems
centered on user’s workflow and expectations
CMIS?
Content Management Interoperability Services
Allows applications to interact with repositories
Enables
  unified repositories
  application mashups
  and ultimately a vibrant ecosystem of apps
time for convergence...



because ecm is about more than a file + metadata
Strategy One
App Mashup
Federated Search
Content Portals
Business Processes
Leverage existing apps & srv


                                        HTTP / HTML

                                  Apps / UI Mashups
                                  CMIS + Services Interface


                 App A                     App B                  App C

             Content Repository        Content Repository     Content Repository
Strategy One
App Mashup                                                         For
                                                                       Leg
Federated Search                                                           a   cy A
Content Portals                                                                    pps
Business Processes
Leverage existing apps & srv


                                        HTTP / HTML

                                  Apps / UI Mashups
                                  CMIS + Services Interface


                 App A                     App B                  App C

             Content Repository        Content Repository     Content Repository
Strategy Two
Unified Platform
Content Infrastructure / unified repository
Business Oriented UIs
Leverage content services




                                  Content Repository
Strategy Two
Unified Platform
Content Infrastructure / unified repository
Business Oriented UIs
Leverage content services




                                                     XML
              Office doc                                        Video


                 Diagram
                           Rich Content Repository     Photo           ...
Strategy Two
Unified Platform
Content Infrastructure / unified repository
Business Oriented UIs
Leverage content services




                                     CMIS Interface (API)
                                                            XML
              Office doc                                               Video


                 Diagram
                           Rich Content Repository            Photo           ...
Strategy Two
Unified Platform
Content Infrastructure / unified repository
Business Oriented UIs
Leverage content services




                                      Service-oriented Interface (API)
                                          Publish         ...
             Workspaces                                            Capture
                            Workflow                                              Retention
                                         Content Services
                Transform      Search                  Classify     Annotation           ...



                                          CMIS Interface (API)
                                                                   XML
              Office doc                                                          Video


                 Diagram
                            Rich Content Repository                   Photo              ...




                                                                  ECM Platform
Strategy Two
Unified Platform                                                                          For
Content Infrastructure / unified repository
                                                                                             N          ew
Business Oriented UIs
                                                                                                           A pps
Leverage content services

                                         User-centric CEVAs
                    Marketing Doc         Contract Mngt   New Drug Appr.                 ...




                                      Service-oriented Interface (API)
                                           Publish           ...
             Workspaces                                                    Capture
                            Workflow                                                            Retention
                                         Content Services
                Transform       Search                    Classify          Annotation                 ...



                                           CMIS Interface (API)
                                                                           XML
              Office doc                                                                        Video


                 Diagram
                            Rich Content Repository                           Photo                    ...




                                                                      ECM Platform
Let’s stop considering ecm
   as file sharing with metadata and versioning.

Time to really think about content in business terms.

           And define content strategies
        to solve actual business problems.
Questions?

 Check it out: www.nuxeo.com
   Discuss: eb@nuxeo.com

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Gilbane SF - Content Convergence Strategies

  • 1. GILBANE San Francisco Content Convergence Transaction documents and digital assets: new challenges of the 2.0 era Eric Barroca Gilbane Conference 4th June 2009 eb@nuxeo.com San Francisco, CA
  • 2. Who am I? CEO of Nuxeo open source ecm software vendor global presence: US / EU / MEA leading open source ecm platform Long-time open source advocate Working with content for 10 years email: eb@nuxeo.com corporate: nuxeo.com twitter: @ebarroca developers: nuxeo.org blog: blogs.nuxeo.com/ebarroca community: linkedin - forums
  • 3. from wikipedia... transaction document: Transaction documents refers to legally relevant documents that are either printed, inserter and mailed, or electronically presented.[1] They consist of a mixture of fixed and variable data. digital asset: Digital Asset: A digital asset is any form of content and/or media that have been formatted into a binary source which include the right to use it. A digital file without the right to use it is not an asset. Digital assets are categorised in three major groups which may be defined as textual content (digital assets), images (media assets) and multimedia (media assets); (van Niekerk, A.J. 2006)
  • 4. digital transaction assets documents
  • 5. Logos Purchase Orders Diagrams Invoices Specifications Memos Contracts Terms Contracts Blueprints Fin. Statements Slides Admin docs Photos Tax declaration R&D docs Delivery order ... ... digital transaction assets documents
  • 6. vs. digital transactional assets documents
  • 7. R IP OU vs. DY H OL digital transactional assets documents
  • 8. R IP UR N OU vs. YO U DY KE S R H OL MA NES SI BU digital transactional assets documents
  • 10.
  • 12. is this specific? library services search & browse browse & view publish to the web extract metadata annotate content classify distribute content share & collaborate enforce access rights apply processes convert formats manage lifecycle ...
  • 13. is this specific? library services search & browse browse & view publish to the web extract metadata annotate content classify distribute content share & collaborate enforce access rights apply processes convert formats manage lifecycle ... i don’t think so... ;-)
  • 14. the difference? content type? file formats? security? volume? features?
  • 15. the difference? content type? file formats? security? volume? features? in the end it’s just files, with metadata and a set of services on top
  • 16. the actual difference what users expect to see how the content is used in which business process it participates where it should be published
  • 17. the actual difference what users expect to see how the content is used in which business process it participates where it should be published it’s all about content usage and users’ views
  • 18. the promise of ecm... DM Collab DAM RM Web BPM
  • 19. what is actually happening... RM BPM Collab DM DAM Web
  • 20. 2 .0 Entering the web era...
  • 21. Web? Universal delivery channel for applications (browser) Flexible and convenient rich content format (HTML) Protocol for content-oriented architectures (HTTP)
  • 22. CEVA? Centric Content Enabled Vertical Application Oriented spawns the whole ECM scope to solve actual business problems centered on user’s workflow and expectations
  • 23. CMIS? Content Management Interoperability Services Allows applications to interact with repositories Enables unified repositories application mashups and ultimately a vibrant ecosystem of apps
  • 24. time for convergence... because ecm is about more than a file + metadata
  • 25. Strategy One App Mashup Federated Search Content Portals Business Processes Leverage existing apps & srv HTTP / HTML Apps / UI Mashups CMIS + Services Interface App A App B App C Content Repository Content Repository Content Repository
  • 26. Strategy One App Mashup For Leg Federated Search a cy A Content Portals pps Business Processes Leverage existing apps & srv HTTP / HTML Apps / UI Mashups CMIS + Services Interface App A App B App C Content Repository Content Repository Content Repository
  • 27. Strategy Two Unified Platform Content Infrastructure / unified repository Business Oriented UIs Leverage content services Content Repository
  • 28. Strategy Two Unified Platform Content Infrastructure / unified repository Business Oriented UIs Leverage content services XML Office doc Video Diagram Rich Content Repository Photo ...
  • 29. Strategy Two Unified Platform Content Infrastructure / unified repository Business Oriented UIs Leverage content services CMIS Interface (API) XML Office doc Video Diagram Rich Content Repository Photo ...
  • 30. Strategy Two Unified Platform Content Infrastructure / unified repository Business Oriented UIs Leverage content services Service-oriented Interface (API) Publish ... Workspaces Capture Workflow Retention Content Services Transform Search Classify Annotation ... CMIS Interface (API) XML Office doc Video Diagram Rich Content Repository Photo ... ECM Platform
  • 31. Strategy Two Unified Platform For Content Infrastructure / unified repository N ew Business Oriented UIs A pps Leverage content services User-centric CEVAs Marketing Doc Contract Mngt New Drug Appr. ... Service-oriented Interface (API) Publish ... Workspaces Capture Workflow Retention Content Services Transform Search Classify Annotation ... CMIS Interface (API) XML Office doc Video Diagram Rich Content Repository Photo ... ECM Platform
  • 32. Let’s stop considering ecm as file sharing with metadata and versioning. Time to really think about content in business terms. And define content strategies to solve actual business problems.
  • 33. Questions? Check it out: www.nuxeo.com Discuss: eb@nuxeo.com