Presentation "Trends in Records, Document and Enterprise Content Management" at the S.E.R. Conference, Vizegrad, Hungary, 28th September 2004 by Dr. Ulrich Kampffmeyer, PROJECT CONSULT. (c) CopyRight and Authorship Rights: Dr. Ulrich Kampffmeyer, PROJECT CONSULT Unternehmensberatung GmbH, hamburg, 2003-2004. http://www.PROJECT-CONSULT.com

1. Trends in Records, Document and Enterprise Content Management S.E.R. Sales Forum Visegrád, 28.09.2004 P R O J E C T C O N S U L T Unternehmensberatung Dr. Ulrich Kampffmeyer GmbH

4. Introduction

5. A Babel of Acronyms UDM Electronic Archival Collaborative Commerce ASP / DMCO Document Management in the narower sense Document Warehouse Optical Filing E-Business Business Process Management Digital Signature Groupware Collaborative Commerce Knowledge Management EDM Engineering Document Management DRT Document Related Technologies Content Management Scanning Asset Management Records Management Electronic Document -Management Imaging MultiMedia-Databases Web Content Management Enterprise Content Management Enterprise Application Integration COLD Digital Rights Management DMS Intranet Repository Portale ILM Information Lifecycle Management EAI BPM EDM Workflow ECM EDRMS Automatische Klassifikation MAM Media Asset Management DAM Listenarchivierung Digital Asset Management

13. Challenges, Markets & Trends

15. Reasons for Investment in ECM 31 31 40 33 36 27 Higher revenues, better performance 2 6 3 10 4 6 Improvement of competitative positioning 10 15 31 10 19 18 Cost reducation 21 13 2 3 9 17 Compliance 4 17 7 24 14 14 Improved costumer services 13 4 5 8 6 9 Faster response to inquirments 13 4 3 3 3 4 Risk Management 6 10 5 6 6 5 Efficiency improvement CAN UK GER BRA IRE USA (Source: AIIM 2003) Most important reason for investments in ECM technologies (in %)

16. Solution focus 28 eGovernment 14 Accounting 28 Human Ressource Management 23 33 34 29 Customer Service 23 Business Continuity 25 26 18 18 Forms Processing 20 Compliance 48 46 14 53 34 44 Archiving / Storage / Records Management 44 50 22 57 40 34 Document Contral 35 38 18 33 30 27 Information Capture 33 36 14 41 29 25 Knowledge Management 38 33 14 31 31 24 Web-Publishing 33 30 20 30 28 22 eMail-Management 33 29 42 21 22 Technical Document Management 23 26 16 45 27 22 Process automation CAN UK D BRA IRE USA (Source: AIIM 2003) Focus of planned projects (in %)

17. Planned Investments 24 21 18 14 26 11 >$1.000.000 0 10 8 3 9 12 $500.000 - $1.000.000 12 15 16 11 15 19 $200.000 - $500.000 6 14 20 21 15 17 $100.000 - $200.000 59 40 37 51 35 41 <$100.000 CAN UK GER BRA IRE USA (Source: AIIM 2003) Planned Investments 2004 / 2005 (US $)

20. CM – Content Management

27. Content Management as Web Publishing System Only Firewall Web Server Presentation Editing application Contents Layout Publication process Content Repository

28. So what´s new with ECM?

30. Definition: ECM Enterprise Content Management AIIM International, 2003 Unstructured Content Data Business Processes STORE MANAGE DELIVER PRESERVE CAPTURE

33. ECM as Infrastructure AIIM International ERP Web Content Management Doc Mgmt Imaging Domino Exchange RDMS File System Workflow Collaboration Data Warehousing Mining EAI E-Business Source: AIIM 2001 Industry Study AP/AR RM/A CRM HRM Enterprise Enterprise Applications Applications Enterprise Enterprise Content Content Management Management Infrastructure Infrastructure Integration Integration

34. ECM Basic Concepts: Integrative Middleware AIIM International ERP Web Content Management Doc Mgmt Imaging Domino Exchange RDMS File System Workflow Collaboration Data Warehousing Mining EAI E-Business AP/AR RM/A CRM HRM Basic Concept No. 1 Integrative Middleware Source: AIIM 2001 Industry Study Enterprise Enterprise Applications Applications Enterprise Enterprise Content Content Management Management Infrastructure Infrastructure Integration Integration

35. ECM Basic Concepts: Concept of services AIIM International ERP Web Content Management Doc Mgmt Imaging Domino Exchange RDMS File System Workflow Collaboration Data Warehousing Mining EAI E-Business AP/AR RM/A CRM HRM Basic Concept No. 2 Independent Services for all applications Source: AIIM 2001 Industry Study Enterprise Enterprise Applications Applications Enterprise Enterprise Content Content Management Management Infrastructure Infrastructure Integration Integration

36. ECM Basic Concepts: Uniform Repository AIIM International ERP Web Content Management Doc Mgmt Imaging Domino Exchange RDMS File System Workflow Collaboration Data Warehousing Mining EAI E-Business AP/AR RM/A CRM HRM Basic Concept No. 3 A Uniform, Federated Enterprise Repository for All Information Types Source: AIIM 2001 Industry Study Enterprise Enterprise Applications Applications Enterprise Enterprise Content Content Management Management Infrastructure Infrastructure Integration Integration

37. Components of ECM Enterprise Content Management

38. AIIM Model for ECM Enterprise Content Management CAPTURE PRESERVE DELIVER STORE MANAGE STORE WCM RM WF/BPM DM Collab

40. MANAGE STORE WCM RM WF/ BPM DM Collab

48. DELIVER Ditribution Security Technologies Transformation • Viewer • Digital TV • Digital Signature • Konverter Publishing • Syndication • Compression • Datatransfer via EDI, XML and other formats • CD / DVD • PDF • Email and fax • Digital Rights Management/ Watermark • XML • E - Business - Portal • Personalization • Internet, Intranet, Extranet • PKI • COLD/ERM Layout/Design Ditribution Security Technologies Transformation • Paper Viewer • • Digital Signature • Konverter Publishing • Syndication • Compression • EDI, XML • CD / DVD • PDF • Email • Digital Rights Management/ Watermark • XML • E - Business - Portal • Personalization • • PKI • COLD/ERM Layout/Design Security as ECM Infrastructure Output

49. ECM as Enterprise Infrastructure

53. Integrated ECM System with Integration of WCM and Applications Firewall Portal Interface Editing Application Capture Specialist Application Groupware Communi- cation ERP Application Portal Intranet Server Content Management Classification Knowledge Management Application Server Groupware Server ERP Content Repository Legacy Groupware Repository ERP Repository Enterprise Records Management (Archiving) DMS Workflow EAI Web Server Presentation eBusiness Transactions Content enabled Content enabled

54. ECM and XML – The Ideal Couple?

55. XML - eXtensible Markup Language Principles © PROJECT CONSULT 2002 Con-tent DTD, Schem-atic XSL XML

56. XML’s Role in ECM (1) Create Manage Deliver Capture -email -paper -feeds Office apps Web apps Customer Enterprise Personalized Content Mobile Properties Meta data Datenbanken Federated repository Automated processized processes EDM Services Intranet/Extranet Infrastructure CM Products Templates & styles Design & devices Government Source Strategy Partners Company apps Document bases

57. XML’s Role in ECM (2) Create Manage Deliver Capture -email -paper -feeds Office apps Web apps Customer Enterprise Personalisierter Content Mobile Properties Meta data Datenbanken Joint storage Automatiseirte Prozesse EDM Services Intranet/Extranet Infrastructure CM Products Vorlagen & Stile Design & devices Government Source Strategy Partners Company apps Dokumenten Grundlage A Future Basic Technology XML

58. Outlook: Some Theses

62. The Value of Information Information is only of inherent value when it is made useful as knowledge in processes. © Copyright PROJECT CONSULT GmbH 2002 / Autorenrecht Dr. Ulrich Kampffmeyer 2001-2002 © PROJECT CONSULT 2002 © PROJECT CONSULT 2002

63. Dependence on Information Dependence on the availability and correctness of electronic information is constantly growing. © Copyright PROJECT CONSULT GmbH 2002 / Autorenrecht Dr. Ulrich Kampffmeyer 2001-2002 © PROJECT CONSULT 2002 © PROJECT CONSULT 2002

64. Information Overflow We suffer from information overflow. Picking out the valuable, important information is a tedious process. © Copyright PROJECT CONSULT GmbH 2002 / Autorenrecht Dr. Ulrich Kampffmeyer 2001-2002 © PROJECT CONSULT 2002 © PROJECT CONSULT 2002

65. Information Gap The first gaps in electronic information preservation have occurred. Electronic knowledge has already been irretrievably lost. © Copyright PROJECT CONSULT GmbH 2002 / Autorenrecht Dr. Ulrich Kampffmeyer 2001-2002 © PROJECT CONSULT 2002 © PROJECT CONSULT 2002

66. Information Divide Information is not equally available to all. © Copyright PROJECT CONSULT GmbH 2002 / Autorenrecht Dr. Ulrich Kampffmeyer 2001-2002 © PROJECT CONSULT 2002 © PROJECT CONSULT 2002

67. Necessity of ECM © Copyright PROJECT CONSULT GmbH 2002 / Autorenrecht Dr. Ulrich Kampffmeyer 2001-2002 © PROJECT CONSULT 2002 © PROJECT CONSULT 2002 The real usefullness and necessity of ECM solutions is not being adequatly communicated.

70. Thank you very much for your attention ! Dr. Ulrich Kampffmeyer E-Mail: Ulrich.Kampffmeyer@PROJECT-CONSULT.com WebSite, Newsletter, Informations ... http:// www . PROJECT-CONSULT . com