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BPM Think Tank Day 3: Colin Teubner

Colin Teubner of Forrester gave us a lunchtime presentation, hence my notes were on paper and it’s taken a bit of time to transcribe them. However, I’m on a roll to get all my Think Tank coverage wrapped up today so that I can take 4 days off for the holiday weekend.

Colin’s talk was on issues, challenges and trends in BPM, and the general opinion around my lunch table is that it was a bit lightweight, although a reasonable summary of the current state of affairs. I certainly don’t envy him the task of speaking over the clanking of cutlery and buzz of other conversations as people eat their lunch.

He sees that a maturing of tools and practitioners is pulling more tool types into BPM, particularly a convergence of BPM and BI, and a convergence of content management, collaboration and human-centric BPM. Seeing as how we’ve only just managed to pry content management and human-centric BPM apart, I’m not sure the latter is good news. As he pointed out, BPM is more than modelling and automation, although a lot of projects (and products) get stuck there and don’t do the monitor/manage/optimize parts very well.

He returned to the discussion on BI and BPM that came out of the previous day’s roundtable that he led:

  • BI on a process
  • BI triggering a process
  • BI affecting a process (e.g., event)
  • BI inside a process decision
  • BI inside a human task assignment (inform rather than automate decision)
  • BI to help humans with process work
  • BI to predict the future of process work

BI is positioned as making data actionable. Data-driven BI is bereft of process, and focussed on reports and presentation. Process-centric BI (mainly from BPM vendors) has awareness of BPM and the processes; there may be a tie-in with BPRI although there’s no standard linkage between process models and runtime data that could be consumed by a 3rd party BI product. No BI vendors are doing real BPM-aware BI yet.

He then discussed collaboration and information, showing that BPM is typically only used for the structured part of processes. Interestingly, he just redivided the BPM marketplace into ad hoc/collaborative, production and integration workflow, which is where we were 7 years ago before this all got lumped together as BPM. The future of BPM is a 360-degree view of business processes; the main barrier to that now is that there’s no collaboration in BPM products and no process management in collaboration products. Some BPM vendors are starting to pull in collaborative functions, such as discussion threads, process wikis, email notifications, embedded analytics, dynamic task support, and portal integration.

A few wrapup points on what all this means:

  • BPM vendors must partner to integrate with other functions, such as content management
  • Standards are essential to driving the integration partnerships
  • End users need to think about process, collaboration and ECM together, not as separate issues
2007 08 02 BI
BPM
BPMThinkTank Comments (2)

Enterprise 2.0: Derek Burney

We heard from IBM, so it’s inevitable that we’re going to hear from Microsoft too: namely, Derek Burney, GM of the SharePoint Platform and Tools group. More stuff on how we’re in a new world of work, how technology is changing how and where we interact, but he also touches on the issues of the need to retain and share knowledge as the baby boomers start to retire, and what the incoming MySpace generation is going to demand in terms of functionality on enterprise platforms.

He covers the idea of a busines productivity infrastructure consisting of unified communications, business intelligence, ECM, collaboration (including wikis and blogs) and enterprise search — amazingly, that’s exactly what SharePoint offers ;) He mentions BPM peripherally as it relates to content approval, but doesn’t cite it explicitly. He does mention “workflow” but that’s really Microsoft’s view of workflow, which is more web service orchestration than what I think of as workflow.

He discusses all the people who might be involved in some way in your organization — employees, partners, customers, and non-affiliated community — and how to better allow collaboration between, not just within, these groups. He directly addressed the concern that many IT (and business) managers have about bringing blogs and wikis inside the corporation, namely a loss of productivity, by showing an example from within Microsoft of how wikis can actually improve productivity, but I think that the Razorfish intranet example that I saw at a recent conference is much more compelling.

The presentation dragged a bit towards the end: I was losing the thread as the slides blurred past, and the guy beside me appeared to nod off. I would like to review his slides if they’re available online; I think that there’s a great deal of good information in there, I just need to dig it out.

2007 06 19 BI
Enterprise 2.0
Enterprise2.0conf Comments (0)

Enterprise 2.0: Ambuj Goyal

Ambuj Goyal of IBM gave the next keynote on the changes that they’re seeing in organizations, and how this is informing their Enterprise 2.0 directions. Like any established software vendor would do, he started his history lesson around 12 years ago, where presumably vendors like IBM actually invented Enterprise 2.0 but just didn’t think to call it that. All kidding aside, Lotus Notes was a groundbreaking collaboration tool in its time — long before IBM bought Lotus — and likely helped to drive the demand for the ability to collaborate.

He looks at how changes in technology (lighter weight infrastructure and simpler programming models), economics (new business designs that address the long tail) and community (capturing the wisdom of the masses) combine to form Web 2.0, then dug into IBM’s Web 2.0/Enterprise 2.0 product offerings.

  • WebSphere Portal as a mashup platform, with all it’s AJAX-y goodness.
  • WebSphere Commerce,which is an online shopping platform; after several minutes of trying to get a video showing WebSphere Commerce working — what I feel to be the ultimate cop-out in a presentation — one of Goyal’s colleagues hopped up on stage and narrated the now-silent video.
  • Web Interface for Content Management. It’s been a few years since I sat down in front of IBM’s Content Manager’s web interface, and I really hope that it’s improved since then, or they’re really stretching it to even mention Web 2.0 and the old CM web interface in the same breath. What ECM really needs is user-generated tagging, which I don’t think that they’re doing yet. Of course, there’s still the outstanding issue of what they’re doing with the FileNet ECM, which I heard was going to become the standard content platform offered by IBM, and likely would have a completely difference web interface.
  • Info 2.0, which appears to include feed management, tagging and mashups within enterprise-strength security and scalability behind it. This is an early view of products that are coming out later this year, including QEDWiki for creating mashups, which I saw at Mashup Camp last year; unfortunately, we were subjected to another canned video after several technical glitches, but still no audio so we had another live voice-over for the video. Why not just show us a demo? I assume that it may also include some repackaged version of Dogear, their internal enterprise social booking tool; this has been an obvious application for productization, although my suggestion of this to all my IBM friends seemed to fall on deaf ears in the past year.
  • Lotus Connections — is this a reinvented version of Notes? Goyal refers it to a brand-new product, but I’m not sure why it is trying to leverage the not-very-chi-chi Lotus brand. Apparently, it includes blogging, profiles, bookmarks (maybe this is were Dogear will show up) and ad hoc collaboration.

Unfortunately, IBM seems to be doing its usual trick of having several products that sit over the same space (usually to provide legacy support of existing installations) without a good distinction between them. I’d love to see a roadmap of how all this fits together: which products are intended to provide an upgrade path for legacy products, and which are intended for new installations.

I completely understand that vendors are given space on the speaking platform in exchange for buying big booths at the trade show, but I really rely on the vendors to provide something of value rather than just a cataloguing of their own products. They gain so much more by demonstrating a deep understanding of the concepts and a vision of the future.

2007 06 19 Enterprise 2.0
Enterprise2.0conf
mashups Comments (0)

Enterprise 2.0 Camp: Ryan Coleman

Ryan Coleman, another friend of mine from the TorCamp community, led a discussion on language translation and the impact on the sort of interacting with the global community due to the premise of wikinomics. Although it’s easy (and arrogant) for those of us who are native English speakers to just ignore other languages and pretend that everyone speaks English, the fact is that if you’re message isn’t well-understood, you’ll end up losing business or creating inefficiencies within your organization. At this point, translation services is a $10B business worldwide, and growing.

He gave some examples of evaluating the context and content to determine whether it needs to be translated, and the degree of care that needs to be taken, before going through the different options for translating your business materials.

One option is to crowdsource your documentation: have your user community write the manual for you. This requires a passionate user base, and can be unpredictable in terms of timing and coverage, as well as of inconsistent quality.

Another option is machine translation, but as you’ll know if you’ve ever used Google Translation, the quality can be total crap with low-end solutions. There are high-quality (and higher-priced) professional systems, but these require extensive training and still require review of the output.

Another option is to use internal resources, namely your own staff, who presumably understand your products and services, but who are now diverted from their usual job which tends to create a high cost of lost opportunity. Since these are not professional translators, the quality can also be questionable.

Professional translators are the final option, and best for high-quality, consistent translation. They can use tools to store translated phrases so that there’s a translation memory of a document; when a document changes, only the changed portions required re-translation. The downside, of course, is that this is very expensive, and the initial translations can be time-consuming especially if you have a lot of specialized terminology that the translator needs to learn.

There are a number of hybrid approaches that combine these options; all of them will combine people, process and technology in some proportion, and the ultimate choice will depend on both the content and the context.

Ryan listed a number of other points to consider:

  • Synchronization between versions, including maintaining dependency relationships
  • Location and access to content repository
  • Workflow and time sensitivity of translation, including proofing/review cycle

He had some thoughts on what’s happening between translation systems and content management systems, particularly for large websites that must be maintained in multiple languages. In the past (and likely still a lot currently), a content management system would just spit out a document to be translated, then accept it back in afterwards, without any real sense of how the translated content should be handled. Wikis, of course, are even worse since it’s less mature responsibility and there’s not, in most wikis platforms, any considerations for maintain multi-language versions of a wiki.

Ryan’s company, Clay Tablet, has created a piece of middleware that sits between the different types of translation systems and the content management systems, whether the translation is being done by a machine translation system or a company that provides human translation services.

That’s the end of the formal sessions of Enterprise 2.0 Camp; it’s 2pm and we’re decamping, so to speak, to the bar across the road for lunch and a continuation of the conversations.

2007 05 29 Enterprise2.0TTW Comments (2)

Enterprise 2.0 Camp: John Bruce

Our second breakfast speaker was John Bruce, CEO of iUpload, which is apparently going to undergo a name change in a few weeks. He was previously with the Documentum group within EMC, although not (I think) with Documentum before the acquisition. iUpload creates enterprise social software, that is, a platform for blogs, wikis and other social networking channels for use within an enterprise. They offer only a hosted SaaS solution rather than something that can be installed within the firewall, which might be a bit of a barrier for some enterprises who still don’t get that SaaS can be just as secure and have the same degree of uptime as their own data centre. He made some great points about all the things that you need to think about when implementing social networking applications within the enterprise: workflow, permissions, control, metrics, integration, security, compliance, identity management, versioning, reporting.

He also discussed this in the context of a common Web 2.0 content engine; not a surprising approach for someone coming from an ECM environment, and I’m sure that we’ll be starting to see many of these social networking tools creeping into mainstream ECM offerings before long. In that view, issues like security, user administration, integration and metrics are consolidated in the common engine, and blogs and wikis are just distribution mechanisms for the content.

There was a question from the audience on what metrics exist for measuring the benefits of enterprise social networking applications; Bruce had one example of a hotel chain CEO’s blog where they tracked clickthroughs from the CEO’s blog post on a particular hotel to the specific hotel online booking form through to an actual booking, although he admitted that many enterprise social networking applications are implemented because it’s an executive’s pet project. Given what I saw in the Avenue A|Razorfish intranet wiki project last week, there’s lots of places where a hard ROI could definitely be established in terms of cost savings of wikis over standard web page publishing.

Anthony Williams joined back in for the Q&A, and had an interesting comment on the organizational impacts of social networking in the enterprise: he sees boomers as the senior management in organizations today, and gen X as the middle management who are actively resisting all of this new-fangled Web 2.0 stuff that the net gen is trying to bring in because it threatens their burgeoning fiefdoms. There is justice, after all.

2007 05 29 Enterprise 2.0
Enterprise2.0TTW Comments (0)

Shared Insights: Two-Day Wrap-Up

Apparently there was no wrap-up session yesterday, so the last session today wrapped up the past two days. Colin White, who has been running this conference for 8 years, was joined by three of his regular presenters: Shawn Shell of Consejo, Tony Byrne of CMS Watch, and Zach Wahl of Project Performance. The discussion was pretty open; I’ll try to attribute to the correct person as I document it.

In looking at what has changed at the conference recently, White found that 2/3 of attendees were building external-facing rather than internal-facing, which he feels to be influenced by Web 2.0. Shell found the audience to be more technical and tactical, and very focussed on building portals to connect with customers and employees. Byrne commented on how layered that portals are becoming, sometimes with several portal products being used simultaneously, and how the sheer diversity of integration technologies is making a more complex portal ecosystem. He feels that many organizations are out-growing some of the lightweight tools provided by portals, such as document management, and thinks that traditional portal vendors are having problems figuring out how to do Web 2.0 in their products. Wahl mentioned a higher caliber audience (by which it appears that he means “more technical”, however frightening the implications of that statement), and sees that the outward-facing portals that are being developed provide a stronger tie-in to ROI.

They then moved on to audience questions, and I can’t attribute the responses to any of the four participants.

Q: How are organizations using blogs?

A:

  • Attend the Razorfish session tomorrow for a case study. [I did]
  • It’s still a “cautious” activity for organizations, and is often still a top-down corporate communications “fake blog” from C-level executives rather than true blogs.
  • Blogs are useful for technical organizations [I scratched my head over that one, although I admit that one of the most successful organizations that I've seen using blogs internally is IBM]
  • Many people inside corporations “don’t have anything to say that’s universally consumable”. [This statement made me cringe; it totally misses the point of blogs]
  • A corporate ethos of content sharing can provide the right environment for blogging.

My conclusion: half of the 4 speakers don’t get blogging.

Q: How much of Web 2.0 is hype versus reality for the enterprise?

A: “There’s some organizations for which this isn’t going to work”. [The speaker quite erroneously equated Web 2.0 in the enterprise with publishing corporate content on the public internet]

Q: What are the future directions in PCC?

A:

  • There’s an increasing diversity of products rather than consolidation in the market, leading to more competition.
  • Major vendors, such as Oracle and BEA, are leapfrogging technologies to meet new standards and stay competitive.
  • The dynamism in PCC right now is in the add-ons, such as BPM, rather than the underlying portal technology. [This resulted in a specific discussion about how BEA's BPM is driving portal sales, although I'm not sure that's true]
  • Portal vendors are moving into the add-on market to take more of the enterprise pie.

There was also a discussion about getting started with search and taxonomy: for example, using the Google search appliance as a starter for search/taxonomy, and the need for a simple start to taxonomy in particular. We finished with a brief discussion about the perceived dilemma of SharePoint proliferation: is it out of control or a necessary state of departmental document collaboration?

2007 05 23 Enterprise 2.0
SharedInsightsPCC
Web 2.0 Comments (0)

Shared Insights PCC: Taxonomy Deployment and Governance

Seth Earley gave a presentation on taxonomy governance; he’s obviously a Very Important Taxonomist, and made sure that we knew it by having his flunky deliver his Starbucks Cafe Americano to him during the presentation instead of just grabbing a coffee from the service provided by the conference right outside the room. Yes, I’m cranky, I just flew 5 hours to get here and don’t have a lot of patience for a prima donna who wastes my time during the presentation talking about how he needs his 4 shots of espresso. Grrr.

Earley appears to be an anti-folksonomist: he believes that tags should be part of a controlled vocabulary, and that folksonomies are really only appropriate for identifying candidate terms, that is, terms recommended for admission to the change management process that would promote a tag into the formal taxonomy. The implication is that users aren’t qualified to define new tags/terms, but that it requires a “tagging expert”. Presumably like him.

2007 05 23 SharedInsightsPCC Comments (1)

Shared Insights PCC: Picking the right tool: e-mail, IM, post or publish

I arrived in Las Vegas late this morning for my presentation tomorrow morning, just in time for lunch at the conference. Sometimes, timing is everything.

For the first afternoon breakout session, I sat in on Craig Roth of the Burton Group discussing how to pick between modes of communication and collaboration. His main premise is that we often use the wrong tools for communication and collaboration — where e-mail is likely the most widely used and the worst — and he presents a chart for figuring out which method to use for which types of interactions.

This chart, and using it, formed the bulk of the presentation, and it was pretty interesting. Basically, it has four quadrants, with divisions by “communication” and “collaboration” on one axis, and “asynchronous” and “synchronous” on the other axis. For example, synchronous communication channels includes IM, telephony and audio/video chat; asynchronous communication channels include e-mail, RSS feeds and alerts; synchronous collaboration channels include web conferencing and whiteboarding; and asynchronous collaboration channels include wikis and discussion forums. It sounds a bit complicated, but it’s actually quite elegant and obvious when you see it.

He then overlays a decision flowchart on the 4-quadrant chart to show how you decide which quadrant that you should be in, then which tools in that quadrant to use. For example, the initial decision is “purpose of interaction”, where “telling” puts you into the communication half, and “collaborating on goal” puts you into collaboration. Once you’re in the communication half, the next decision is “when are responses expected”; either “now” or “today” puts you into the synchronous communication quadrant, with different channels for each of those two responses, whereas “over time” puts you into asynchronous communication. There’s a number of tools and channels that he doesn’t include here, which he still considers to be under the radar; surprisingly, workflow is included in that group, although it’s not clear what he means by that or why it’s under anyone’s radar.

In general, his quadrant chart could be a pretty useful tool, although I find some of the distinctions by content type to be a bit fuzzy. He has some great recommendations on battling dysfunctional behaviours and getting people to use some of the new tools as well.

2007 05 23 SharedInsightsPCC Comments (0)

Content Week Canada

This came to me via the AIIM Toronto chapter, but is being put on by IQPC: Content Week Canada, June 18-20 in Toronto. Maybe they should call it Content Week Toronto?

2007 05 22 Comments (0)

Watch what you type

I missed this story on Friday, but the Globe & Mail (and I’m sure many other sources) reported that new federal litigation rules in the U.S. went into effect Friday whereby emails, instant messages and all other electronic “documents” must be maintained by corporations and available for legal discovery. This includes things such as the contents of removable memory cards, work-related pictures on your cell phone and pretty much anything else that you do on an electronic device. This isn’t hugely different than some of the existing compliance requirements, but apparently has a much broader scope in terms of content.

Compliance is one of those areas where content and process overlap significantly: the content is what has to be maintained for compliance purposes, but BPM is often used to route and track the content through the compliance process.

2006 12 04 Comments (0)

Comments on the IBM-FileNet acquisition

Questions and comments about the IBM-FileNet acquisition have been coming at me since last Thursday when it was announced, asking for my perspective — many people know that I was FileNet’s Director of eBusiness Evangelism in 2000-01, and that FileNet is still an occasional client of mine, and I also have a number of friends and colleagues who are current or past employees of FileNet. As a shareholder, I’m also monitoring the stories and stock price online to see if it looks like another suitor might jump in — with the current price running higher than the offer price, the market seems to be indicating that that’s a possibility, or at least a pipe dream.

To clarify my “speechless” state of last week when this news was announced, I wasn’t surprised that FileNet is being acquired, since rumours of acquisition were rampant even when I was at FileNet and before; I’m just surprised that it’s IBM, since I always figured that it would be Oracle. Phil Ayres has a thoughtful post on how all the IBM and FileNet pieces might fit together, but I’m not convinced that FileNet’s content management has much of a future within IBM. I found Connie Moore’s (Forrester) comment interesting (in this article, among others) that BPM is FileNet’s “crown jewel” — I agree with her sentiment, but think that’s it’s a bit of a hidden gem, unfortunately.

I listened to two of the conference calls on Thursday: a very brief one for investors (it was over before I got on it live, but listened to the replay later; for a conference call about the acquisition of a content management vendor, it was pretty content-free), and a longer press call. Ambuj Goyal, the GM of the Information Management unit that will be eating FileNet whole, delivered the usual blah-blah about how the whole is greater than the sum of the parts, how FileNet partners will benefit from an “enhanced ecosystem” and how IBM will preserve and enhance customer investments in both companies’ platforms. Yeah, right. He also referred to FileNet’s BPM as “content-centric”, which means that there’s some pretty fundamental misunderstandings by people how matter about the current state of the product.

Then Lee Roberts, CEO of FileNet, started with “we’re all very excited about this announcement”, and I swear that I could hear the rigging on his platinum parachute twanging in the background. During the Q&A, Roberts said that both he and Ron Ercanbrack (FileNet’s president, to whom I reported when I worked there) would be moving over to IBM — it’s worth noting that they’re both former IBM employees — and that “a vast majority [of FileNet's workforce] will migrate over to IBM”. He also said that the cultures of the two companies are very similar, words that could only come from a former IBMer, I think. FileNet employees: resistance is futile! Prepare to be assimilated!

Bruce Silver also caught the conference call and had a few comments, and Cote from Redmonk did a mindmap of the calls.

Tons of interesting commentary all over the web:

  • IBM Acquisition Aimed at Microsoft?: “The purchase could be seen as an expensive play by IBM to compete head-to-head with Microsoft, which plans to integrate its own content management capabilities into Office SharePoint Server 2007.”
  • Why IBM bought FileNet (hint: it wasn’t for the technology): “Indeed the only feasible reason I can see - other than the fact that IBM just wanted to have to compete with one fewer vendor - is that FileNet deployments usually need a fair element of services, so FileNet brings in services partners including Unisys, EDS, Accenture, Capgemini, BearingPoint, Fujitsu and many more. Now that IBM owns FileNet, it will try to mop up most of that services business itself.”
  • IBM acquires FileNet - who really stands to gain?: “If IBM believes that the ECM/BPM market is set for a period of significant ongoing growth, it is highly plausible that buying FileNET is the most cost-effective way of making sure it takes a leading share in that market.”
  • BPM Market Changes: “This is a very interesting acquisition that addresses a gaping hole in IBM’s BPM strategy while signifying the importance of the BPM market to even the biggest players in the software industry.”
  • IBM Snaps up FileNet for $1.6B: “Despite FileNet’s worthy product developments over the past few years, the acquisition is hardly about technology. With the exception of some industry-specific applications built on the FileNet platform, IBM already has all the technology pieces. The motivation for the move is more likely acquiring customers and gaining a better competitive position relative to the ECM market and the enterprise IT market as a whole.”
  • IBM’s FileNet bid proof of ECM consolidation: “IBM Corp.’s intention to acquire FileNet Corp. points to a major shift underway in the ECM software market as systems infrastructure companies encroach on pure-play ECM vendors’ turf.”
  • Mr. Palmisano, this is American Express. We’ve noticed some unusual activity on your account …: “The acquisition will strengthen IBM’s position in a very lucrative market.”
  • FileNet to be acquired - first thoughts: “Lee Roberts CEO (and ex IBM’er) will also do very well - but I am not sure I would be too happy if I were a FileNet customer, or for that matter a member of FileNet’s staff.”
  • IBM acquires nice customer list: “This is what analysts call a “customer acquisition”.”
  • Morning news: Block, drop, gobble, charge, crunch: “IBM buys software company FileNet for $1.6 billion, and papers everywhere remark on the “recent trend” of big companies gobbling up small companies — which is like remarking on the recent trend of panthers gobbling up gazelle.”
  • IBM Embraces BPM 2.0 Model: “IBM moved on a fast track to adopt the BPM 2.0 model with its proposed acquisition of FileNet.”
  • And lastly, advice for other ECM vendors from A World without FileNet: “Those who used FileNet as their model and who are working in the thin air of the enterprise market had better find some breathing apparatus because being sandwiched in the top of the market pyramid between Oracle, IBM and EMC will suck the air right out of your lungs.”

I also received a hilarious comment from someone I know at FileNet: “Back in the liberal ‘70s of my youth, working for Big Blue was your worst nightmare! What a long, strange trip it’s been and now I am one of them — wake me up!!”

2006 08 14 BPM Comments (5)

IBM buys FileNet

I did not see this coming (thanks to Elizabeth at ebizQ for tipping me off). [Disclosure: FileNet is a customer, and I'm a shareholder. I still didn't see it coming.]

Back in 2000-01, when I worked for FileNet as their BPM evangelist, there were always rumours swirling around about someone bigger buying them out. Usually Oracle was named as the potential suitor, but never IBM as they were too directly competitive, particularly on the content management side. From FileNet’s press release (IBM doesn’t have one out yet as of 9am Eastern), the plan is to:

  • Combine FileNet’s operations with IBM’s Content Management business in the Information Management unit. Since this is the area where they compete most directly, I suspect that this means that FileNet’s content management could eventually be subsumed into IBM’s Content Manager product.
  • Integrate IBM’s BPM and Service Oriented Architecture technologies with the FileNet platform. This is an area where FileNet provides a quite different and possibly complementary product to IBM, so I think that FileNet’s BPM product could actually survive, get properly integrated with the IBM integration substructure, and become the product that it should have been years ago.

These are only my speculations as an outsider; I have no inside information and knew nothing of the transaction before it hit the wires this morning.

All in all, I’m still totally speechless.

2006 08 10 BPM Comments (3)

Stats that never seem to go away

I’ve been watching statistics like this ever since I started in the BPM/document management field over 15 years ago, and they never seem to really go away. These ones were published by AIIM earlier this year:

400 Hours — Number of hours per year the average employee spends searching for paper documents. (Source: Datapro/Gartner Group)

$6 - $12 Million — The amount the typical enterprise with 1,000 knowledge workers wastes per year per year searching for nonexistent information, failing to find existing information, or recreating information that cannot be found. (Source: IDG)

25 Percent — Percentage of enterprise paper documents that are misplaced and will never be located. (Source: Datapro/Gartner Group)

The last one puts me in mind of a contract that I did a few years back for a manufacturing organization. A very old company, they were converting their engineering drawings (some dating back 100 years) and aperature cards [a pre-historic storage medium that consisted of a piece of microfiche embedded in a computer-readable punched card containing the indexing information] to scanned images, eventually to be redrawn as CAD files, and implementing some basic change request and approval workflow. I had an internal company email address, as I often do when working with customers, and one day was copied on the following mass internal email:

Found: an aperture card, reference #xxxxxx, on the road between building A and building B.

You can be pretty sure that this is one of the misplaced ones.

2006 08 03 Comments (0)

WCM resurgence

This article in Intelligent Enterprise last week questions why ECM vendors — including Hummingbird, FileNet and Open Text — have been highlighting their WCM products lately, but they miss the mark on the answer:

Is it the fact that online advertising and e-commerce initiatives are back? Is it the prospect of capturing fast growth in the mid-market–the rationale Hummingbird cited for its Red Dot deal? Is it a defensive move in response to Microsoft’s recent signal that it will consolidate the SharePoint Portal and Microsoft Content Manger products? I suspect it’s all of the above, plus a healthy slice of pressure from Wall Street to fuel growth through new license revenue as well as services income.

A big part of the answer should be “compliance”, that is, for companies where their compliance requirements include control of the creation and delivery of content via the web, such as securities. WCM as a part of ECM is key for web compliance requirements, because it allows tight control over the processes of how something is published, and also provides a record of what content was available on what dates.

Why is it that everything that I see these days becomes compliance? :)

2005 09 20 compliance Comments (0)

Global 360 Active Compliance Framework

I watched a webinar earlier this week about BPM and compliance, a topic that I’ve been working on for a while, in which Global 360 announced their Active Compliance Framework (today’s Computer Business Review also reviewed their announcement). The speakers were from Doculabs and BWise, the latter of which has just partnered with Global 360 (and a bunch of other ECM/BPM vendors) for a compliance offering. Global 360 states the advantages of their compliance framework as follows:

Improved Compliance & Risk Management (i.e., do a better job of being compliant)

  • Standardized, structured approach
  • Focused on highest risk controls & processes
  • Centralized visibility and control

Reduced Compliance Costs (i.e., be compliant in a more cost-effective way)

  • Reduced project costs via control reduction based on risk
  • Reduced testing costs for remaining controls via automation
  • Eliminated testing costs for continuously compliant processes

Process Optimization & Control (i.e., provide an opportunity to optimize your business processes)

  • Optimize process performance while increasing control
  • Proactive compliance issue visibility, notification
  • Evolution from obligation to optimization

I liked the focus on the last of these sections, or what they called “from obligation to optimization”: changing the organization’s attitude from compliance being a chore that they’re forced to implement, to compliance being an opportunity to improve business processes through standardization and measurement.

If, like 1/3 of Doculabs’ current customers, compliance is one of your highest priorities for 2005, it’s worth your time to check out compliance solutions like this from ECM/BPM vendors. The whole compliance field is still chaotic; a Gartner report on compliance management software lists 26 vendors and clearly states that the compliance market is not mature:

A key finding of our research is that there is no comprehensive compliance management application. Whether buying from one or many vendors to get a solution, you will need significant services for implementation and integration.

Partnerships like the one between Global 360 and BWise start to address this problem, but there’s still a long way to go before we can even agree on what “compliance management software” is.

2005 07 28 BPM
Gartner
compliance Comments (0)

Hallucinating about ECM

The thoughts of my previous post on BPM and agility came on the heels of a conversation with a collegue in Australia who was looking for anyone who had implemented a comprehensive “ECM vision”, including BPM, web content management, records management and document management. It appears that most companies are implementing one large ECM-related project and some bits and pieces of the other parts; I have to admit that most of what I see is still at the hallucinatory stage rather than a full-on vision, and is neither cohesive nor comprehensive.

How many cusomter organizations really have an ECM vision, and more importantly, how many have the ability to implement it?

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2005 07 01 BPM Comments (0)

Gartner’s BPM trends and forecasts

Another webinar going on right now, Gartner BPM Roundtable: Business Process Management Trends and Forecasts, hosted by Global 360 and featuring Jim Sinur of Gartner (yes, this turned out to be “webinar day”, I have a third one after this if I’m not burned out).

The usual webinar format is the “expert” talks to his slides for 30-40 minutes, then some marketing geek from the vendor talks about their product for 10 minutes. Not this one: it’s a very dynamic conversation between Mr. Sinur and Michael Crosno, President of Global 360, and both of these guys are really smart about BPM. Yes, Mr. Crosno talks about Global 360 product features, but it’s used as a springboard for Mr. Sinur to talk about the importance of specific functionality in the current and future BPM suites marketplace.

A few really great insights. The first one is was that legacy BPM deployments are more likely to have been for the purpose of reducing paper, whereas the new deployments are all about streamlining processes and improving productivity, with a new and increasingly important focus on extending the enterprise. Although this is something that we all know by gut feel, it’s good to see some real numbers behind it:

The second insight is that customer requirements are evolving from enterprise content management (ECM) to enterprise process management: a shift from information lifecycles to process lifecycles. As a “column 2″ advocate, I’m really glad to see Gartner recognizing the shift in focus from content to process. Mr. Sinur showed a scale that started with image management and went all the way through to business optimization, with the crossover from ECM to EPM happening between portals and process execution. He puts “workflow” in the ECM space, that is, the subset of BPM that is used for content lifecycle management.

Another point was the trend for CRM vendors to integrate BPM with their products, usually by buying or OEM’ing in a third-party product, because they see it as an essential part of managing the customer relationship. I’ve been seeing this trend lately as well, such as with Onyx’s acquisition of a BPM product and their current push to integrate it into their mainstream CRM product.

By far the best webinar that I’ve listened to in months. The slides and the audio playback will be available tomorrow on Global 360’s site.

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2005 05 24 BPM
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A “Column 2″ sort of girl

Although process, not content, is my main focus, I dropped by the e-Content Institute’s 16th annual Information Highways conference in Toronto today to sit in on a workshop called “Bridging Obstacles in E-mail, Workflow and Compliance Management: Best Practices”. Although it was a vendor presentation by Tower Software, I figured that I’d see something interesting along the way.

As an aside, I have to say something about the conference title: the term “information highway” is a bit of a blast from the past. It might have been on the cutting edge 15 years ago when the conference started, but when’s the last time that you heard it without a snicker involved?

Meanwhile, back at the presentation, the speaker from Tower’s Toronto office couldn’t make it, and the replacement had flown in from DC this morning. She spent half of her intro expressing surprise that none of us had met the original speaker (from what she called “our Canada office”), as if Toronto were a small town where we all have dinner at the local Legion hall together on Saturday night. Sigh.

Tower’s view of workflow is interesting: they consider that it’s either ad hoc, transaction-based or knowledge-based, where the latter can be email-based, process-based or document-based… huh? Okay, I’ll cut the speaker some slack for having to work from someone else’s slide deck, but what was the original speaker thinking? Maybe he was trying to categorize everyone else’s stuff as ad hoc or transaction-based, then show why their “knowledge-based” workflow was better, but it wasn’t clear to me and I’ve spent enough years around workflow such that anyone’s explanation of where they fit in the space should be pretty obvious to me within a couple of minutes.

In spite of all that, some interesting tidbits, particularly about how email messages are now considered evidentiary in many cases, with their legal admissibility being based on authenticity, which in turn relies on content, context and structure being preserved and auditable. Unfortunately, although IT is usually responsible for email, they know nothing about records management (RM); furthermore, individuals manage/delete/archive (or don’t manage/delete/archive) their corporate email as if it belonged to them personally, not the corporation. The answer, even admitted by Tower, is not in a software package, but in the creation and enforcement of email RM policies.

Although their system can capture everything without user intervention, that’s not really recommended because you just end up with a mass of undiscriminated data, not unlike what is on many corporate email servers now. They state that every user needs to take some responsibility for RM (presumably because there are insufficient business rules built into the system to allow it to automatically categorize messages, or even recognize duplicates catalogued by multiple recipients), but I think that the chances of that happening on a suitably complete basis are pretty small when you consider that most people don’t even put the items in their InBox and Sent Items into properly categorized folders.

All good stuff, but a bit of a yawn: now I remember why I kept my focus on process and became less and less interested in content except as an adjunct to process. I recall working on a client project several months ago where I was designing a BPM implementation to integrate with a line-of-business database, hence I had a lot of discussions with the data architect who was designing the database side of things. I dropped by his desk one afternoon and we had a rather passionate discussion about the relative roles of data and process in the system.

After some amount of discussion, I said “Do you know the Zachman framework? Well, I’m a column 2 kind of girl.”

“That explains it,” he said, “I’m a column 1 kind of guy”.

Clearly incompatible.

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2005 04 05 Comments (0)