The document discusses challenges with user adoption of enterprise content management (ECM) systems due to their complexity and lack of integration with common tools. It proposes that an ECM system could achieve higher user adoption if it is easy to use and learn, integrated with email and office tools, and provides easy internal and external collaboration. The system should also offer role-based interfaces with dynamic views to surface the right content for each user. A case study is presented of a large company that successfully implemented such an ECM system to manage contracts and meet its legal department requirements.

1. EasyECM
Increasing User Adoption (of ECM)

2. Today’s Discussion
Today’s ECM Challenges
User Adoption
(“ECM Avoidance”)
Cost & Complexity
(of Document Processing)

3. Control &
Compliance
he Dropbox (or Box.net) Problem
he Shared Drive Problem
mail is not ECM!
he Sharepoint (RM) Problem
he ECM User Adoption Problem

5. e ECM Tug of War
Users
• Easy to Learn
• Easy to Use
• Easy to Share
• Email & Office Integ
Enterprise IT
• Secure
Compliant (RM)
mple to Implement
Simple to Integrate
Flexible & Scalable
• Upgradable
Cost Effective

6. How to Solve It?
“An ECM System that Works How I Do”
• With the Tools I Use Today
Helps Me Find Information in Content Cha
asy to Collaborate – Both Internal & Exter
• Where I Work, With My Device

7. le + Smart
laboration
nternal & External
Easy as Dropbox”
siness Processes
Simple Create, Review, Approve
Enterprise Search
Powerful (and Hidden) Rules & Behaviors
Document Assembly

8. ected & Controlled
terprise Integration
Email & Office Tools
Capture, Viewer
ERP / CRM
Domain Specific” (Legal, HR, Finance)
syRM
Connecting Creators with Compliance

9. t are “Cases”?
t Content, at the Right Time, for the Right Person”
ntracts Management, Legal, HR, Applications
me-Based
le-Based
namic Views
y
ducing Alfresco Workdesk

10. Business Roles & Dynamic View
HR
Legal
Finance
Personalization
BusinessRoles
Alfresco"
tent Repository
Workdesk enables you to se
the right content, at the rig
time, based on your busines
role.
andard Alfresco Share
web & mobile views

11. EasyECM"
Case Study
Corporate Legal Department
one of the world’s largest & most successful compan

12. equirements & Constraint
asy & Feature Rich
No Training Require

13. Build vs. Buy Decision
wo Failed Build From
Scratch Projects
Nothing on Market
Addresses All Departme

14. roblem: Not Easy to Fin
Email (Millions of Emails)
File Share (Millions of Files)

15. Problem: Not Secure

16. So Why Do We Use Them?

17. olution Overview
Month Initial Implementation
Roadmap - Focused Assessment
Agile Delivery
co Workdesk
co Enterprise
artments Assessed
artment Went Live

18. Mergers & Acquisitions Create Project
From NDA

19. Mergers Acquisitions Taxonomy
Created From NDA

20. Mergers Acquisitions
Drag Drop
NDA from
Desktop

21. The Results – Simple
No Training Required
• Only 3 min videos
Tools That Work The Way I Do
• Office Tools (Word Adobe Google Docs)
• Email
Adopted Worldwide
• 70:700:1000+
• Millions of Files Moved from Shared Drives / Email

22. The Results - Smart
Role Based
• Highly Customized By Department and Role
Rules Behaviors
• Process Without Workflow
• Heavy Lifting Behind The Scenes
Upgrades Much Easier
• UI is Configured, Not Customized
• Several Major Upgrades Applied

23. How to Solve It?
“An ECM System that Works How I Do”
• With the Tools I Use Today
Helps Me Find Information in Content Cha
asy to Collaborate – Both Internal Exter
• Where I Work, With My Device

24. mple: With the Tools I Use Toda
mail Integration
Email documents into
repository
Drag drop from email
Send file
Email + Workflow
fice, Adobe, Google Docs
Direct access to content and
meta data
Search, Create, Edit
No installation required

25. Let’s Talk about Sharepoint
llaboration Tool of Choice
ow to Manage?
Work with (not against)
Just Another Tool for “Content Hub”
Automate RM Process
• Autoclassification
• Retention Disposal Policies
• Legal Holds

26. nding Information in “Content Chao
t we can learn from Case Management:
ole-Based
ime-Based
ynamic Views
utomated Workflow
asks Reminders
What I need, When I need it”
ocument Assembly (Clause Library)

27. Simple Search
t isn't exactly Google, but it works as well.
Your search terms, our enterprise search.
scovery
Managed with full text search
Keyword and term search
asily place holds on documents
ind based on date ranges or topics

28. ternal Collaboration
Share Sites
Integrated with your Business Process
xternal Collaboration
Secure Client Portal / Site
Simple Cloud Sharing
Simple Collaboration:
As Easy as Dropbox or Box.net”

30. ork Anywhere: What’s Needed?
ure Mobile ECM
bile Case Management
Role-Based
Dynamic Views
“Relevant” Information
plify IT
Manage and Deploy
Configured, not Customized

31. • Corporate Legal
• Human Resources
• Corporate Finance
• Sales, Channels, Marketing, Support
• And more…
EasyECM
Where else?

32. Demo!

33. Questions?