Transcript Partner Settlement Suite - Association for Information and

Assembling Your ECM Solution:
Overview: XML for ECM Application Development
Presented to: AIIM Harrisburg Users Group
You have Committed to XML for Data:
Why not XML for Applications?
“The Next Big Thing for XML is Representing
Entire Applications”
Dr. Charles F. Goldfarb, Father of XML Technology
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Led the team that invented GML
Originally Coined the Phrase “Markup Language”
Inventor of SGML, the Standard Generalized markup Language
on which the Web’s HTML and XML are based.
In recognition of his work, The Society for Technical
Communication gave joint fellowships to Charles Goldfarb and
Tim Berners-Lee the founder of the World Wide Web
The Definition of XML
Extensible Markup Language (XML) is a generalpurpose specification for creating custom markup
languages.[1] It is classified as an extensible language
because it allows its users to define their own elements. Its
primary purpose is to facilitate the sharing of structured
data across different information systems, particularly via
the Internet,[2] and it is used both to encode documents
and to serialize data.
The Definition of ECM
Enterprise Content Management is:
The technologies used to Capture, Manage, Store,
Preserve, and Deliver content and documents related to
organizational processes. ECM tools and strategies allow
the management of an organization's unstructured
information, wherever that information exists.
Common Goals of ECM & XML
If you look closely at the two definitions you will see what
they have in common:
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Extensibility
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Reuse
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Easily Accessed and Shared Information
Why ECM?
 80% of enterprise content is unstructured
 Most of this content in sitting in file cabinets and
unmanaged file servers.
QUESTION: Try to think of an application in your
business or agency that does not deal with
unstructured content.
Challenges of ECM
 The EASY Part
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Creating, Populating and providing simple (direct) access to
the repository.
Creating Content and Process applications with OOTB
components which are barely usable.
 The HARD Part
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Creating COMPLETE Content and Process Applications.
Making existing applications ECM awared.
Challenges of ECM - Approaches
 OOTB Applications – Don’t really exist since most
ECM products are more infrastructure than
applications.
 Custom Developed Applications
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Internally Developed or with the assistance of an SI
Expensive to develop, Long time to market, and Expensive to
maintain
 Frameworks
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Every SI has one
Horizontally constrained
Eventually lead to Custom Development
Choosing Your ECM Strategy or
Product
You use XML for Data because
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It is the most open and accessible standard available
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It is proven
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It is reliable
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It is easily assembled
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It is extensible, reusable and can easily share information
You choose an ECM Strategy or Product because
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It is proven
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It is reliable
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It can easily be assembled
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It is extensible, reusable and can easily share information
You have made good choices - Why add risk to your process by writing code
on top of your XML and ECM Infrastructure??
The Problem
If you Hard Code Solutions on top of your XML & ECM infrastructure
you have defeated the purpose of carefully choosing your XML & ECM
products and strategy
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If you are hard coding on top of your XML and ECM infrastructure
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In order to be Extensible, you need more code
In order to Reuse you need more code
In order to Share you need more code
In short, in order to implement your strategy you will be introducing
huge risks
The Solution
 XML
 Assembly – True Assembly, no coding at the
application layer (Composite Application Player)
 Manufacturing – True Manufacturing, from known
components and products (Software Factory)
You can now use XML for your software solutions and gain
all of the same cost and time savings as when you
standardized on XML for Data
The Solution
ECM is useless without applications
ECM is a Productivity Tool – Configure (Assemble) all the
way not 60% of the solution.
Learn options for Assembling (not coding) a front end
(specific solution) on top of your ECM infrastructure
Rapidly create Vertical Solutions
A goal is to try and use ECM products out of the box. If
you can’t achieve this objective, assembly and
configuration instead of coding should be your best option.
Incremental Business Challenges
Solved with XML
Home users driving change and change demands to Corporate IT
decision making:
 We did not know what capabilities were out there, now information in
private life is on demand and we expect those features & benefits need to
be there in our business applications
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Business users are comfortable with and expect look & feel that they have at
home
Google, MapQuest, Yahoo, MySpace, FaceBook, Quicken etc... have offered
users a look & feel that they have liked and adopted. They now expect this in all
of their apps.
 Ajax - not just quick refresh of data but seeing underlying data without clicking =
less clicks, increased efficiency & more rapid info for decision making = perceived
ease of use
 Capability (tool) for creating your own customized views / dashboards to see what
is most important to you, when it is most important to you.
ECM Overview - Gartner
Gartner Says Worldwide Enterprise Content Management Software Market Will
Reach $4.2 Billon in 2010
Due to the increasing need for companies to manage content at the enterprise level,
the worldwide enterprise content management (ECM) software market is expected to
grow more than 12 percent per year through 2010, from $2.6 billion in 2006 to more than
$4.2 billion in 2010, according to Gartner, Inc. In 2007, worldwide ECM revenue is
projected to total $2.9 billion, a 12.8 percent increase from 2006 (see Table 1).
The vast majority of the information a company has is unstructured data residing in
word processing documents, presentations, rich media files, spreadsheets and other file
formats. Companies must make this content available to workers, business partner’s
customers, and applications across the organization to automate business processes,
increase efficiency, reduce costs and repetitiveness, make employees more effective
and gain competitive advantages.
“For many organizations, unstructured content is fundamentally out of control,” said
Tom Eid, research vice president for Gartner. “Employees are creating all types of
content for internal and external use with delivery through both formal and informal
channels (such as wikis and blogs). While some of this business-specific content is now
being managed through insurance claims processing, loan origination, case
management and Web content management, the vast majority of this content is not
being managed as an enterprise asset.”
What Others are Saying
Kurt Cagle – XML.com Editor – The Tao of XML
XML flows. It moves from data store to process to feed to
transformation to binding in a continuous stream, shifting its form
in response to the needs of the time, merging and splitting from
other streams, never really stopping. At times it may not even look
like XML, but at its heart, it still is.
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XML is a seed. Plant it in a system, and over time it will
become the system.
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ECM and SOA
End Points
(Players)
Thin
Presentation
Rich
Thick
Flash
PDA
Disconnected
Front End Applications
Application XML
Documents
Business Process
Choreography
VBOM XML
Documents
• Represent Presentation and
Business Process Layer entirely in
XML (Goal!)
• End Point Agnostic
• Technology Agnostic
• Interoperability, never rewrite
business applications again
• VBOM are well defined Contracts
between SOA and Applications
• VBOM make New and Legacy
Infrastructure appear as a Service
Services
• Well defined, loosely coupled
applications
Enterprise
Components
• Highly flexible, maintainable and
adaptable solutions
CIC S/COBOL
CRM
ERP
Operational
Systems
Mainframe
IBM AS/400
Business
Intelligence
• Easily migrate to new technology
Project
Case Study
 6 Month Project
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700 pages
4 Month Specification
2 Month Construction
30 business scenarios
50 screens
15 reports
100 step workflow
Integrated with FileNet Workflow and Imaging, Microsoft
Biztalk, VSAM, ISAM, Microsoft SQL Server, and Oracle
Project
Case Study
 5 Week Project
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3 Week Specification
2 Week Construction
10 business scenarios
3 screens, 16 panels
5 reports
50 step workflow
100 pages
Project
Case Study
 4 Day Project
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2 Day Specification from
existing Use Cases
2 Day Construction
18 Use Cases
15 screens/ panels
10 step workflow
Contact Information
Ric Eschenwald
ObjectBuilders
717.200.2530
[email protected]
3275 Verdant Grove
Lancaster, PA 17601
Joe Brophy
ObjectBuilders
20134 Valley Forge Circle
King of Prussia, PA 19406
www.objectbuilders.com
610.783.7748
[email protected]
The Presenter – Ric Eschenwald
Ric has been at the forefront of the ECM movement since it’s inception. Currently leading the
ECM Center of Excellence for one of the 10 largest Banks in North America, Ric has also been
the Senior Architect for Government Solutions at IBM FileNet and was involved in every major
new product roll-out.
Ric has been a speaker at conferences featuring leading edge ECM products and solutions
and in his current role is aligned with The Software Factory at ObjectBuilders, The LiveApp
Player, ObjectBuilders Composite Application Builder Productivity Tool and Dr Charles
Goldfarb, The Father of XML. As a Senior IBM FileNet Architect, IBM FileNet Consultant and
having led an IBM FileNet Consulting Practice, Ric has been able to deliver world class
solutions to Global 2000 organizations and governments.
Ric has been involved with and led teams in all phase of ECM initiatives; from an
infrastructure, architecture, capture, product development, solution development and thought
leadership perspective. Many high-profile and risky ECM initiatives initiated by large corporate
and government entities begin with their request for Ric’s time. As an example, The
Commonwealth of Virginia recently standardized on an ECM Product and is creating a first of
it’s kind, high-profile ECM initiative from infrastructure through specific point solutions. Ric was
requested by all teams involved.