Monday, March 15, 2010

AIIM ECM Seminar Series

I spent part of last week at the AIIM ECM Seminar events in Seattle and San Francisco. And besides seeing some old friends in Seattle, which was GREAT, I also enjoyed hearing what was on the minds of people who implement content management and records management projects.

We talked about the 8 Things You Need to Know About Enterprise Information Management blog post, since that was the theme of our presentation. And part of that addresses information that must be accessed from business processes such as accounts payable and employee onboarding. In some cases information must be shared between enterprise applications such as an ERP system and a CRM system. That caused the first question:

What is an ERP system? What is a CRM system?
ERP stands for Enterprise Resource Planning. Systems that address ERP deal with inventory and shipping, billing, payments, and other core business processes. CRM stands for Customer Relationship Management, and address customer contact information, sales processes, customer support, and marketing efforts. These systems often need to refer to documents such as invoices and sales proposals to enable users to understand the history of transactions.

Another question came up:

Does Oracle Content Management support subscriptions? Can you force updates? Does it support versioning? Can you control versioning?
These questions in the Seattle session were raised by customers who were dissatisfied with how SharePoint addresses these features. And the answers were yes, Oracle Content Management has the powerful features to address these issues in a way that is unobtrusive to end users. Users can subscribe to specific documents, or based upon metadata such as document type, keywords, author, department or other attributes. Users can be notified when a document they should care about has been updated. Furthermore, when a user copies a document to their desktop, they may not realize when that document has been superceded. But using Oracle Information Rights Management, users can be forced to update those documents when they open them.

We also discussed some of the upcoming and colliding trends in the industry, especially Enterprise 2.0 and e-Discovery. That drove a few questions:

What is e-Discovery?
Discovery is the process of finding information and evidence pertinent to a lawsuit or audit. E-Discovery addresses electronic information or evidence. The rules on e-Discovery for Federal Courts were updated in 2006. You can see this article on e-Discovery and the Federal Rules of Civil Procedure that I co-authored for the Information Management Journal.

As part of that we discussed was Oracle’s offerings in the area of social media and Enterprise 2.0. As organizations address the need for Enterprise 2.0 offerings, they are concerned about scalability, security and compliance. Oracle’s Enterprise 2.0 offerings address those issues by building the Enterprise 2.0 features on top of the full featured capabilities of Oracle Content Management. I asked the group how ready they were for social media and Enterprise 2.0 at their organizations. Did they have a social media policy? Many folks did not, a few said they were creating them. I was able to point them to a site that has some excellent examples of social media policies at companies like Cisco, Coca-Cola and FedEx:

All in all it was a great two days of exchanging ideas in the sessions and at the Oracle tabletop during the breaks. We have four of these events left in LA, Denver, Dallas and Houston. We hope to see you at them. If you did attend I'd love to hear your thoughts.

If we are not already working together, hopefully we can get acquainted on Twitter, Facebook, or LinkedIn!


Anonymous said...


Anonymous said...

Interesting that Subscriptions came up in your discussion.

check out Fishbowl Solutions' Subscription Notifier solution for Oracle ECM here