Delivered by Nuxeo Chief Marketing Officer Cheryl McKinnon - Boston, Toronto and NYC AIIM Educational roadshow events - September 2010

1. 8 Things...
You Should Know About
Open Source ECM
AIIM Roadshow - 2010
Cheryl McKinnon - CMO - Nuxeo
Twitter: @CherylMcKinnon E-mail: cmckinnon@nuxeo.com
Open Source ECM
Friday, October 1, 2010

2. Nuxeo
Who Are We?
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Open Source ECM
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3. Nuxeo: Who Are We?
• Our Focus is Enterprise Content Management
Not an onramp to another core offering
• Open Source as Efficient Development Model
Open development process, freely available ECM platform & components to
download / deploy / extend, trick-free business-friendly licensing, etc.
• Built for 21st Century business
Architecture intended for world of lean, mobile, social, interoperability,
standards-friendly, where organizations run on content & information
• A Social Marketplace in action
Innovation driven by community of customers, partners, our core developers
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4. Nuxeo: Who Are We?
• 10 Years of Success
• Open Source Enterprise Content Management
provider with global customer base
• Current Architecture - a Java-based ECM platform
built for flexibility and extensibility
• Rapid growth in North America since 2009
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Open Source ECM
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5. 8 Things You Should Know
About Open Source ECM
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6. #1
You Can Get Started on an
ECM Project...
Now
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Open Source ECM
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7. #1 - You Can Get Started on
an ECM Project...Now
• No need to let business problems escalate due to
lack of short term budget funding
• Early requirements research can be done with little
or no up-front financial investment
• Simplified approach to product procurement allows
more transparent financial planning for development
and deployment
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Open Source ECM
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8. #2
Open Source ECM is *NOT*
Written by Some Guy in his
Mom’s Basement
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Open Source ECM
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9. #2 - *Not* Written by Some
Guy in his Mom’s Basement
• Still a lingering - and out-dated - perception of open
source as hobbyist driven
• IT managers and software architects have long
recognized open source for infrastructure use
• Professional support, developers, QA and services
are all provided by vendors who understand
enterprise needs
• Beware of the Fear, Uncertainty and Doubt (FUD)
from legacy vendors
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Open Source ECM
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10. #3
You Don’t Need to be a
Developer to Use Open
Source ECM
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Open Source ECM
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11. #3 - You Don’t Need to be a
Developer to Use Open Source ECM
• Organizations with complex or unique ECM
requirements can always choose to customize
• Packaged downloads for streamlined installation or
appliances for virtual machine platforms
• Clean, approachable user experience designed for
use by typical information workers
• Graphical, wizard-driven customization and
configuration environment puts control into hands of
information architects and business analysts
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Open Source ECM
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12. #4
Don’t Confuse Open Source
with “Free”
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Open Source ECM
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13. #4 - Don’t Confuse Open
Source with “Free”
• All ECM projects require a long term plan for
deployment, needs analysis, training and ongoing
support and maintenance
• Select an ECM platform because it meets your
business and technical needs - not because there is
a perception of ‘no cost’
• Prepare to invest in the support and assurances that
best align with the mission critical nature of the
content application
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Open Source ECM
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14. #5
Open Source ECM Vendors
Walk the Enterprise 2.0 Talk
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15. #5 - Open Source ECM Vendors
Walk the Enterprise 2.0 Talk
• Successful open source projects are vibrant
communities that encourage peer-to-peer
engagement
• Most vendors have jumped on the “Community” and
“Social Marketplace” bandwagon in last 2 years
• Open source ECM has valued knowledge-sharing,
online community, peer support and customer input
for years
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Open Source ECM
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16. #6
Open Source Vendors Can
Better Align to Customer
Values
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Open Source ECM
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17. #6 - Open Source Vendors Can
Better Align to Customer Values
• Vendors who derive revenue from license sales will
benefit far in advance of their customers
• ECM deployments require weeks or months to show
ROI and deliver on deployment objectives
• Open Source vendors benefit when the customer
does: during the application build and deployment
phases
• Ongoing maintenance and support costs need to be
transparent and predictable
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Open Source ECM
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18. #7
Not All Vendor Business
Models are the Same
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19. #7 - Not All Vendor Business
Models are the Same
• Insist upon clarity and transparency from the open
source ECM vendor
• Ensure the software that is tested and piloted is the
same software that the vendor will support
• Do due diligence to ensure no hidden catches or
unexpected costs or upgrade charges
• Ensure the vendor open source license model is a
good fit for your overall IT architecture
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Open Source ECM
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20. #8
ECM is No Longer a Frill but
is Essential to 21st Century
Business
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21. #8 - ECM is No Longer a Frill
• Rise of the Web means small and new companies
can compete with incumbents
• Democratization of opportunity also means
democratization of risk
• Requirements to manage, capture and preserve
content extends to companies of all sizes and
corporate structures
• Open Source ECM helps keep the playing field level
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Open Source ECM
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22. 2010 - A Turning Point in the
Evolution of Enterprise
Content Management
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23. Today - Second Generation of
ECM Deployments
• AIIM - May 2010 Market Intelligence Report
• 35% of Respondents are deploying new Enterprise
Content Management systems over next 12-18 months
• 64% of Respondents would consider using Open
Source ECM software products
• Software as a Service ECM alternatives expected to
double over 12-18 months - up to 12% will use SaaS
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24. Today - Second Generation of
ECM Deployments
• Gartner - April 2010
• Gartner has seen a sustained rise in open source
content management offerings during the past 2 years
• 90% driven by perception of cost savings - also
increased core maturity of available products, better
flexibility and innovation
• “How to Determine if Open Source Makes Sense for your Content Management Strategy
Publication Date: 15 April 2010/ID Number: G00175045
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25. CMIS - Content Management
Becomes Interoperable
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26. Open Standards / Open
Source
• Taking our Digital Footprint Seriously
• Long Term Preservation
• PDF/A
• Era of Information Overload becomes Dark Ages 2.0?
• Broad, accessible software source code
• User and developer community “future-proofs” against
vendor merger and acquisitions or proprietary file types
• Public sector, large organizations, archives can assert
control over their digital content requirements
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Open Source ECM
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27. Background
• Draft specification
submitted to OASIS in
2008
• Strong participation and
collaboration among 19
vendors
• Final public draft in
January 2010
• Ratification on May 4,
2010
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28. CMIS: Why and What?
• Statement of Purpose
• Define a domain model that can be used by applications
to work with one or more Content Management systems
• Data Model, Abstract Capabilities, Set of Bindings
• Problem of “islands of incompatible systems” making it
difficult for organizations and application developers to
integrate content across and among systems
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29. CMIS 1.0
CMIS Client : Portal, Scanning, Content
Management or Business Apps
CRUD operations Filing
Document
Metadata
Query : CMISQL
Folder Checkin, Checkout Relations
Renditions
Versions ACL
REST (AtomPub) or
SOAP
EMC/
Open Text/
IBM/Filenet Nuxeo Documen- Sharepoint ...
Livelink
tum
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30. Problem is Not Vendor Lock-in
It’s Content Lock-in
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31. Lowest Common Denominator or
Greatest Common Factor?
• Basics of the
Specification
• Object Types
• Documents, Folders,
Relationships, Policies
• Each object has an object
identity, properties
• Objects may an access
control list, a content
stream or rendition
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32. CMIS: Real World Content
Applications - Today
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33. Real World CMIS in Action
• Content Management
Goes Mobile
• Android CMIS Broswer
• Browse CMIS repository
• View Documents
• Email Documents
• Search
• View Document Properties
http://code.google.com/p/android-cmis-browser/
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34. Nuxeo ECM: A Platform for Content Applications
Construction Media Government Life Sciences
Business
Solutions
Correspondence Contracts Records
Invoice Processing
Management Management Management
Case Structured
Horizontal Document Digital Asset
Management Document
Content
Packages Management Management Aggregator
Framework Server
Nuxeo Enterprise Platform
Platform Complete set of components covering all aspects of ECM
Content
Infrastructure
Nuxeo Core
Lightweight, scalable, embeddable content repository 34
Open Source ECM
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35. Use Cases: Platform for
Content Applications
• Turn-key ECM Applications
• Document Management, Digital Asset Management,
Records Management
• Content-Centric Business Applications
• Former Described by Gartner as Content-Enabled
Vertical Applications (CEVA) - Now “Composite Content
Applications” (CCA)
• Correspondence Control, Case Management, Contracts
Management, Invoice Processing
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36. Use Cases: Platform for
Content Applications
• Embedded as a Service
• “OEM” content repository
• Mobile, offline applications needing lean, secure
document store
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37. More Information?
Nuxeo - Open Source ECM
www.nuxeo.com
White Paper
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38. Wrap Up / Q&A
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