Xybion Corporation - Best practice webinar series - What you need to know about ECM/EDM. In-depth presentation of key issues and trends in content, data and records management

1. Challenges & Opportunities In ECM Valarie King-Bailey, M.B.A.VP Sales & Marketing March 1, 2011 WWW.XYBION.COM

2. Today’s Webinar Topics

3. POLLING QUESTION How many separate, distinct content repositories does your company have? One Two 3 - 5 6 - 10 11 - 15 16 - 20 > 20+

4. COMPANY OVERVIEW

5. Xybion Corporation Fast Facts Founded in 1977 Preclinical Lab Management And Drug Safety Solutions Corporate Headquarters – Bensalem, PA Corporate Preclinical R&D Solutions GRC/ECM Solutions Enterprise Asset Management Services & Solutions New Markets Satellite Locations Quebec City, Canada Germany India Center of Excellence Innovative Development & Testing COE In India Delivers Quality Testing & Development Services Internal Product Development & Support Value Proposition Proven GRC and Quality Platform YOUR PARTNER OF CHOICE FOR INTEGRATED GRC

6. today’s ECM Challenges

7. What is Enterprise Content?

9. We’ve been managing our content without classifying it for a few years now.How can our users navigate amongst this existing content in a way that’s intuitive for our business?

11. Content-Based Workflow Selection

13. Classify at ingestion and/or re-classify over time

14. Taxonomy Evolution Tools

15. Enhanced Accessibility

18. Agent Response Suggestion

19. Email Supervision and Monitoring

21. Claims images

22. Customer correspondence

23. Mortgage docs

24. Contracts

25. Signed BOLs

26. Healthcare EOBs

27. Marketing collateral

28. Website content

29. Voice authorizations

30. Signature cards

31. Credit enrollments

32. Material Safety Data Sheets

33. ISO 9000 docs

34. Plant schematics

35. Product images

36. Spec sheets

37. ….and much more!Databases

38. Multiple Repositories Make Access Difficult “The Future of Content in the Enterprise,” Connie Moore and Robert Markham 1 repository Don't know 5% 17% 36% More than 15 repositories 2-5 repositories 25% 14% 10-15 repositories 6-10 repositories 4% Base: 81 North American decision-makers (multiple responses accepted)

39. 12 SharePoint, File Shares Are Exploding Across The Enterprise . . .

40. The Challenge… Information is isolated in multiple silos … Customer Service Council Tax Social Services Leisure Services Planning Housing Education Disparate Systems & Repositories

41. Ecm opportunities

42. Value Proposition For Federated Records Management The Courts Have Viewed The Following As “BAD” NOTHaving A Records Management Program NOT Having A Consistent Records Management Program Single Enterprise Search / e-Evidence Discovery (records & non-records) Consistency In The Declaration And Classification Consistency In Ability To Declare Non-records As Records Centralized Application & Release Of Hold Orders Centralized Disposition Authority For The Enterprise

43. Drive New Business Value from Content Improve Content Collaboration & Access Organize Unstructured Content FEDERATED CONTENT MANAGEMENT Derive Business Insight 16

45. Active Storage And Retrieval

46. End-user and Process Driven

47. Normalized and federated security

48. Re-use enabled

50. Normalized and federated security

51. Re-use enabled

52. Ability to find and use content across departments

53. Federated Retention

54. Ad-hoc usage

55. Normalized security

56. Some re-use

57. Directory Server based security

58. End-user Driven

59. Loosely defined responsibility

61. Fragmented security

62. Little re-use

63. Application based, siloed workflow

64. End-user Driven

65. Loosely defined responsibility

66. No re-use across departments

67. Ad-hoc usage

68. No re-use

69. No workflow

70. End-user Driven

71. Undefined Responsibility

73. Content/Process Fusion

74. Active enforcement of Compliance

75. Integrated Content, Process and Compliance capabilities

76. Available as a service

77. Federated

78. Shared Drive

79. Multiple disparate content repositories

80. Paper

81. Stand-alone EmailMaturity Evolution Over Time

82. Security Access Control Report and Auditing File Plan Notification Storage Management Documentum Platform WEB-BASED CLIENT CONTENT SECURITY UNIFIED ARCHITECTURE Records and Retention Management A flexible and customer-centric approach Core Records Manager Components Federated Records Services Physical Records Services Web Services for Records Certified Documentum Retention Policy Services

83. Typical Content Strategy Isolated silos of content, typical content management systems Departmental Repositories

84. Proposed Content Strategy Centralized Management of all your managed content Legal and RM centrally manage policies, holds and dispositions Users continue to utilize their core applications Business rules establish behind the scene records management Core Applications Confidential – Proprietary Paragon/EMC

86. “Behind the scenes records management”

87. Centralized management for all records policy and litigation holds on managed content

88. Centralized disposition utilizing a single interface for all managed media (including electronic, federated and physical records)Single Interface Federated Electronic Physical

89. Additional Capability Overview RM users utilize a centralized Search Engine across all managed content IBM Content Manager Isolated silos of content, typical content management systems Departmental Repositories

91. Centralized search engine across all managed content

92. Users will only be able to see records they have access to based on pre-determined permissions

93. Powerful advanced search capabilities

95. Pfizer Pharmaceuticals

96. Summary of Summary of Client Engagement

97. Originally looking at providing integration for RM solution

98. Moved forward with Enterprise PathBuilder

99. Customer’s Business Challenges

100. Legacy System(s) to be retired Livelink (3 Instances globally)

101. 7-8 TB’s of potential active data time to review and clean 18-24 months

102. Livelink version no longer be supported,

103. Business user still need to access but in a highly Regulated Environment

104. Our Proposed Solution

105. Use PathBuilder to provide integration to SharePoint

106. User experience in SharePoint accessing content and data in Livelink

107. Customer Realized Benefits

108. ReducedTime to Deliver, Deploy and Execute

109. Cost Benefit to leverage across multiple Platforms

110. Summary Of The Opportunity/Lessons Learned

111. PathBuilder Software allowed for flexibility in configuration

112. Develop more OTB default configurations

114. Healthcare Insurance

115. Summary of Client Engagement

116. EMC Partner Relationship

117. Customer’s Business Challenges

118. Unstructured: IBM-Image Plus, Lotus Notes, SharePoint, Interwoven… (21 Total)

119. Structured: Oracle, DB@, SQL, Sybase, MS Access… (12 total)

120. Highly Regulated Environment

121. Needed a reliable, scalable solution

122. Our Proposed Solution

123. Leverage EMC RM as Standard and Federate to target/slave systems

124. Use Vital Path Adapters based on vendor API’s

125. Leverage Vital-Path internal API to provide standard/unified API configuration calls

126. Customer Realized Benefits

127. End users could continue to use line of business applications

128. Phased migration of certain systems as needed

129. ROI justifications to deliver and complete

130. Summary of the opportunity/lessons learned

131. There is no silver bullet for every configuration

132. Target systems functionality will limit capability

134. Purdue Pharmaceuticals

135. Summary of how you became engaged with the client

136. Originally engaged to perform three migrations (EDMS, 4i and 5.2) to 5.3

137. All three with FirstDoc (custom application on top of DCTM)

138. Customer’s business challenges

139. Outsourced Clinical Research Organizations (CO’s) need access to DCTM information for collaboration

140. Highly Regulated Environment cannot allow external users direct access

141. Needed a to provide integration to SharePoint in a validated environment

142. Our proposed solution

143. Leverage Standard PathBuilder Adapter (Based on EMC –DFC API)

144. Leverage Standard SharePoint Adapter (MOSS API, PathBuilder add-on)

145. Provided Services to configure based on specific units needs

146. Customer Realized Benefits

147. ROI justifications

148. Time to deliver and complete

149. Summary of the opportunity/lessons learned

150. Security and Permissions Migration would be difficult and critical to success

152. THANK YOU FOR ATTENDING! Contact Us Valarie King-Bailey vkbailey@xybion.com Kevin Miller kmiller@xybion.com WWW.XYBION.COM