IBM Enterprise Content Management and Spectrum Scale solves how to manage Enterprise content management

1. #ibmedge© 2016 IBM Corporation
IBM Spectrum Scale and ECM
FileNet Content Manager - Winning
Combination
- Atul Gore , Lead Lab Service, IBM ECM
- Sandeep R Patil, STSM, IBM Spectrum Scale

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Introduction to IBM Spectrum Scale
• IBM Spectrum Scale is a proven, scalable, high-performance data and file management solution. It provides
world-class storage management with extreme scalability, flash accelerated performance, and automatic
policy-based storage that has tiers of flash through disk to tape.
• IBM Spectrum Scale Version 4.2 provides highly differentiated value:
- Virtually limitless scaling to nine quintillion files and yottabytes of data.
- High performance over 400 GBps, and simultaneous access to a common set of shared data.
• - Global data access across geographic distances and unreliable WAN connections.
• - Protects data from most security breaches, unauthorized access, or being lost, stolen, or improperly
discarded with native file encryption for data at rest and secure erase.
• Multi-site support connecting local IBM Spectrum Scale cluster to remote clusters to provide disaster
recovery configurations.
…. many more …
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IBM Spectrum Scale Overview
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Introduction to IBM ECM FileNet Content Manager
• IBM enterprise content management (ECM) high-value solutions help companies transform the way they do
business by enabling companies to put content in motion by capturing, activating, socializing, analyzing,
and governing it throughout the entire lifecycle.
- The IBM FileNet Content Manager Platform provides a breadth and depth of core functionality, enabling
enterprise solutions.
- FileNet Content Manager provides content, security, and storage.
- FileNet Business Process Manager supplies workflows, decision-making, and productivity.
- FileNet Content Manager helps organizations optimize processes, shorten production times, and
improve productivity and accuracy. It includes process design and simulation tools, electronic forms,
application development frameworks, and monitoring and reporting tools.
… many more …
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Enterprise Content management is integral to the three
IBM Strategic Imperatives
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Integrates data, cloud and systems of engagement for
growth and profitability
Provide a 360 degree
view of customers and
actions through
analytics
Build solutions that
deliver better business
outcomes
• Business Content -
Confidential and
proprietary
• Access Anywhere
Easy to maintain
and support
• 80% of
organizational data
is unstructured
• Focus on what
matters
• Mine business
content for
Hidden Truths

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What is Business Content?
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EVERY organization has business content – the conversations,
commitments and
collected knowledge of the organization and its customers
Scanned documents
PDFs
Audio files
Contracts
E-mail
Photos
Social media
Video
Chat logs
Phone transcripts
Claims
Medical records Office documents
Business content is the unstructured data that drives the entire
journey
from commitment to engagement to proof of promises kept

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Enterprises are Balancing Three Key Imperatives
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They want solutions that offer productivity / cost savings, while they
pivot to become more customer centric…
Productivity / cost
savings
Customer
centric
Yet security and compliance
remain essential

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Successful companies recognize business content is key to enabling
productivity and customer centricity – and that it must be secured and
protected
Productivity Customer
Centricity
Security
70% of all
employment in modern
economies are in service
industries – McKinsey
Global Institute
13% revenue boost
for companies focused
on customer
engagement -
PeopleMetrics
Data are breaches up
27.5 % in 2014
– Identity Theft
Resource Center
Why Business Content Matters

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Smarter Content, Smarter People
Best practices to put business content to work
to realize new value
Protect EngageCapture Activate Analyze
IBM ECM Business Content Solutions

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Critical capabilities address Business Content needs
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Expertise, solutions and services provided by IBM and its Business Partners
Protect EngageCapture Activate Analyze

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IBM Business Content Solutions
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• Content
analytics
• Performance,
predictive and
investigative
analytics
• Cognitive
computing
• Document
imaging
• Workflow
• Customer
communications
• Connectors to
SharePoint,
SAP, etc.
• Advanced case
management
• Cloud, mobile
case, capture
and content
solutions
• Sync and
share
• Centralized,
distributed
and mobile
capture
• Assessment
• Imaging
viewer
• Video viewer
• Defensible
disposal
• Legacy data
cleanup
• Value-based
archiving
• eDiscovery
• Records retention
IBM Unified Interface
Content Platform
IBM and 3rd Party
Where do you want to start?
Protect EngageCapture Activate Analyze

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Engaging experiences everywhere
s
Customizable for flexibility anywhere
Protect
Capture
Activate
Engage
Analyze
IBM: One Experience and Platform for Business Content

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Case Management Contributes To New Age Banking For
Competitive Advantage
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Pleasant first impression
with a hassle free and error free
account opening experience
Enterprise Content Management
Business Challenge: The India based large international bank wanted to stay
competitive in the changing and the more demanding market landscape by doing
an overhaul of their systems and processes . The existing account opening process
was manual, error prone and failed to meet the audit criteria set forth by the bank
regulators. The bank set itself a challenging target of 6 months to have a system in
place to be audit compliant.
The Solution: IBM Case Manager and Datacap were selected with partner Tata
Consultancy Services to deliver a new Current and Savings Account (CASA)
account opening process. eForms was used to manage the case data and the
account application-supporting documents and the whole system integrated with
the required Know Your Customer(KYC) practice dictated from the Reserve Bank.
The Bank saw an instant drop in errors as each case was handled uniquely by the
knowledge workers.
6 Months time to value in
achieving audit compliance
Considerable
reduction in cost
associated with audit complications
Financial Services
Customer Service

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Advanced Case Management Overhauls A Ministry Of
Health
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Secured & Broadened
external collaborative user base
Enterprise Content Management
Business Challenge: The Clinical Leadership Protection and Regulation Business
Unit for Ministry of health, New Zealand is tasked with carrying out several key
statutory functions related to health protection and general well being of the
citizens. To carry out a critical and responsible function such as this, requires a
framework that allows for a collaborative base while eliminating security risks. The
current set up was introducing a lot of delays due to limited access, SLA and audit
compliance challenges
The Solution: IBM Case Manager with partner Certus, providing an Advanced
Case Management solution allowing standardized, yet flexible business processes
that are tailored around the knowledge worker. The solution provides ready access
to information, has removed many manual tracking and notification actions,
enabled online submission of audit data and reviews by external parties as well as
supports better internal collaboration between geographically disparate business
units.
10%
Expected drop in Operating
cost;15% in Productivity Gains
First time ever that the
Ministry could open access to
external users
Government
Customer Service

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BII Maybank launch the first paperless account setup
process in Indonesia
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60%
accuracy reduction in account
opening process time
Enterprise Content Management
Business Challenge: As part of the its mission to humanize financial services and
enhance competitiveness, BII Maybank wanted to improve customer satisfaction
and overall service quality. Under the existing account opening process, customer
service representatives manually authenticated personal information provided on
customers’ application forms. The bank sought a paperless solution that would help
improve efficiency, increase data security and optimize use of data storage.
The Solution: BII Maybank implemented IBM Datacap across branch offices in
Indonesia and integrated the software with the bank’s central authentication,
branch delivery and global Customer Information File (CIF) systems. The solution
provides a centralized platform for gathering data electronically and automating
account setup, loan origination and other bank processes.
70%
Increased rate of customer-data
input improves operational
efficiency and scalability
80%
Reduction in the number of paper
forms makes operations more
environmentally friendly
“We accelerate data input with high accuracy as well as lower costs. This paperless account
opening system is the first such technology-based service in Indonesia, signaling to the
marketplace the care we take in making banking more convenient.”
— Mr. Ghazali bin Mohd Rasad, Operation & IT Director, BII Maybank

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IBM Spectrum Scale and ECM FileNet Content Manager
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Deployment Topologies of ECM FileNet with IBM
Spectrum Scale
IBM Spectrum Scale is based on software-defined storage principals and provides various cluster topologies.
An administrator can leverage the access protocols offered by IBM Spectrum Scale topologies for deploying
ECM FileNet Content Manager.
1) ECM FileNet deployment using Spectrum Scale POSIX Interface
2) ECM FileNet deployment using Spectrum Scale NFS / SMB Interface
3) ECM FileNet deployment using Spectrum Scale Object Interface
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* Basic FileNet Content Manager platform (including Content Platform Engine, Application Engine,
Database: IBM DB2®) configured to use IBM Spectrum Scale POSIX interface.
Deployment Topologies: POSIX Interface
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Deployment Topologies: NFS / SMB Interface
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* Basic FileNet Content Manager platform (including Content Platform Engine, Application Engine,
Database: IBM DB2®) configured to use IBM Spectrum Scale NFS / SMB interface.

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Deployment Topologies: Object Interface
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* Basic FileNet Content Manager platform (including Content Platform Engine, Application Engine,
Database: IBM DB2®) configured to use IBM Spectrum Scale Object interface.

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Value Added Features Configuration: Automated ILM
Policy
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Demonstrates a basic ILM policy that if the file last access time is younger than a predetermined
time then all other files are automatically migrated to gold pool solid-state drives (SSD); files that do
not fall under this condition are migrated to lower tiers accordingly

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Value Added Features Configuration: FILE_HEAT based
Migration
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Demonstrates a basic ILM policy (file migration rules) that automatically migrates to gold storage pool
(SSD disks) if the file’s heat is X% compared with other files. Files not falling under this condition are
migrated to lower tiers accordingly.

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Value Added Features Configuration: FILE_HEAT based
Migration
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Demonstrates a basic ILM policy (file migration rules) that automatically migrates to gold storage pool
(SSD disks) if the file’s heat is X% compared with other files. Files not falling under this condition are
migrated to lower tiers accordingly.

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Value Added Features Configuration: Encryption at Rest
(Storage layer)
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Storage layer encryption results in relatively faster processing of documents due to the encryption job
offloaded to the storage controller as opposed to doing encryption at the application layer

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Value Added Features Configuration: Compression,
Native RAID
Data Compression:
IBM Spectrum Scale features policy-driven compression to reduce the size of data at rest. Intended
primarily for cold data, compression is a background task that occurs after an initial write operation.
This allows ECM FileNet to have its content seamlessly compressed at the back end, thus improving
the overall cost effectiveness of the solution.
Data integrity using native RAID:
IBM Spectrum Scale features with native software RAID, which is available with the IBM Elastic
Storage Server (ESS). IBM Spectrum Scale native RAID software capability permits to actively
manage all RAID functionality formerly accomplished by a hardware disk controller. When ECM is
hosted over ESS, the deployment ensures data integrity with enhanced performance and scalability.
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Case Study (TELECOM): High Level Requirement
• - The telecom service provider company has a customer base throughout the country, spread across a total
of 23 states. The customer base was hovering at approximately 85 - 90 million and is expected to grew to
160 million.
• - Each of these customers submits a set of documents when registering for the services provided by the
telecom service provider.
• - The government authority needed and continues to need a mechanism to access and audit this data on
occasion; the query and access to this data can go as far back in time as 15 years.
• - The data is required to be stored separately, per state of the country, in an ever-increasing scalable
platform.
• - The system must also be designed to handle the load of daily ingestion of customer data, amounting to
approximately 50 - 70 GB per day. Additionally, the client also has a backlog of approximately 80 TB or
more of customer data to be loaded in the system.
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Case Study: High level logical Architecture of the
Solution
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Detail steps for Case Study given in IBM Redpaper titled “IBM Spectrum Scale and ECM
FileNet Content Manager Are a Winning Combination: Deployment Variations and Value-
added Features”
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http://www.redbooks.ibm.com/abstracts/redp5239.html?Open

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IBM ECM and IBM Spectrum Scale for Linux on z Systems
IBM Enterprise Content Management for Linux on z Systems
• Scale-Out Case Study (Part 1):
• Single ECM Node with XFS and IBM Spectrum Scale 4.2
• https://www.ibm.com/common/ssi/cgi-bin/ssialias?htmlfid=ZSW03340USEN&
• Scale-Out Case Study (Part 2):
• Multiple ECM Nodes with IBM WebSphere Application Server Cluster and IBM Spectrum Scale 4.2 coming
soon!
• Linux on z Systems – Tuning hints and tips
• http://www.ibm.com/developerworks/linux/linux390/perf/index.html
Demonstrates the strength of IBM ECM and IBM Spectrum Scale as a winning
solution for Linux on z Systems
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30. Backup

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Using Capture and Case Management to Raise Service
Levels in a BPO Outsourcing Business
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Single Source of truth
vastly improves informed decisions
critical to client servicing
Enterprise Content Management
Business Challenge: This BPO company in LA works in an environment with zero
tolerance to errors and need to establish trust as they serve as extended services
team to their customers businesses. An integrated process with single source of
truth, yet easy to use and scalable ,became a business imperative for the client in
such demanding environment. They wanted to streamline their evaluation and
qualification process for credit approvals, while maintaining cost advantage.
The Solution: IBM Case Manager based was used to create a configurable case-
based Factory Credit application, streamlining the evaluation and qualification of
the credit approval process. The solution integrates with Datacap for efficient
document ingestion. Cognos is used for work distribution and monitoring key
performance indicators. The whole system works together to improve service levels
and is architected to easily service multiple clients simultaneously.
Larger portfolio of
services added to challenge
competition
More robust business
continuity due to
improvement in system reliability
Financial Services
Customer Service

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Mexican Insurance Leader Strengthens Customer
Engagement With IBM Case Manager
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Productivity and
efficiency gains due to
centralization and automation
Enterprise Content Management
Business Challenge: Being a market leader in Enterprise risk coverage, by
offering a wide range of insurance products, solutions and advisory services,
Zurich Mexico was exposed to the threat of competitive disadvantage if they did not
improve upon their case creation responsiveness and knowledge worker
productivity. They needed to establish an ecosystem that enabled them to walk the
talk in a business where credibility rates the most
The Solution: IBM and Business Partner DCG deployed an IBM Case Manager
based end to end process automation system for underwriting, issuance and
collection. The new process has dramatically reduced manual intervention to
enable knowledge workers to meet service level expectations. Cognos was used to
bring in operational visibility for better deliverance allowing Zurich to stay
competitive in the marketplace
Competitive Mileage
due to improved service
engagement
360 degree
operational visibility
ensures service level
expectations are met
Insurance
Customer Service

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Notices and Disclaimers
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