Good afternoon folks good afternoon how are you today I'm Stephen level vice president of product marketing and with me Michael Chabon our vice president product engineering and product management good afternoon and we're here today to cover a very broad set of things obviously we've got a fair amount of time to do it but we've tried to make.
This very interesting for you so we're gonna call it cover strategy and roadmap and I had to step back a little bit and decide what I was gonna do and my all my thought is always public speaking 101 know your audience ok so here's my take at least on the audience that as I see it right now I would say probably this group over here is likely here due to.
The idea that they want to they want to understand what's coming in their products that exists today how it's going to affect their implementation just knowing what's what's new what's coming this group over here likely is kind of been concerned about future proofing their investment future proofing making sure that Open Text has.
A cloud strategy I would say probably this group over here thank you this group over here probably realizing that on a day to day basis the people that have you know been responsible for what would we consider ECM before as we're moving to content services are being asked to do more and more and expand their view of what content services is.
And what information management is these guys and I think these guys right here I think they probably thought there was going to be free candy but we'll have to see ok so we have we have an agenda based on really those those needs right so our agenda is going to cover a whole bunch of stuff starting with the idea what what can you do to leverage your.
Existing investment in open text content services today and we're gonna talk a little bit about the evolution to the cloud and we're also going to have a great customer speaker come out as well we're gonna move from there into this bigger view right what's the expanding definition of content management content services into.
Information management and we have a great guest speaker in that we have John Mancini from aim coming out to to join us as well and basically that's our agenda that to get going oh sorry sorry I got candy too thanks guys alright so enough with the candy and I thought maybe the the starting point for us was to look at.
What we know works when it comes to content services right so we're gonna provide four strategies for content management success using content services and before we even start on that I really wanted to make emphasize that this idea of content service is about not about ECM anymore and why we're making the difference between.
Content services in ECM is that ECM was often looked at as the lead application content services is the shift to some consumable services that can be embedded into business process and business applications and you know you might be asking yourself why am i taking advice from these two guys on stage well I think we're starting to get it right.
From an analyst perspective from a strategy perspective they validated that our strategy is right in the way that we're approaching content services and you know you don't have to take their advice either well analyst validation is great I think customer validation is even better so freeport for example is using our.
Solutions for building a multi-billion dollar liquification capital project managing all the engineering documents and integrating those services also into S ap but that's just a snippet you know they will have a full presentation talking about their implementation talking about the value they get from using our solutions and thankfully we.
Have 26 additional customers talking about their implementation customers like you a gaining value from our solutions talking about what you've done where the value is also what the lessons learned are besides that we have during the conference 75 breakout sessions we have 30 demo theater we have pots where you can actually meet.
And talk to our product management team talk to our solution consultants and get deeper inside we also want to invite you to the Innovation Lab where since a couple of years we do usability testing and you can give feedback to us we have developer labs that you really can do hands-on you know work with our solutions and finally we have a closing.
Party so we have put the valve of information together for you for the next two days to learn about content services and see what our strategy is all about ok strategy number one and I usually call this the horses for courses strategy but it could be called the jamming a square peg into a round hole strategy which is we need to take what.
We originally thought of as ECM and begin to differentiate between the use cases so the the basics of ECM around managing large amounts of structured and unstructured information and in particular the the versioning and all the things and the metadata that we've originally thought of is really differentiating itself into two.
Significant work work and use cases the first one I would consider to be the digital workplace all the tools that are needed to make end-users more productive in their day to day work it's in particular around ad-hoc collaboration around communication about about the the actual creation of their PowerPoint files and their word files and frankly.
What's needed in this area is typically people say some silly things sometimes so the lawyers always want to go looking into this content so in this content we need litigation hold and basic lifecycle management of the content the other side of that is what I would consider to be all the things around the the digital business what you need to take your.
Business processes and make them digital and really what it comes down to is making your business processes more more productive as well and that's typically where we see content services being used to extend into business processes into business applications you need some of the high-end document management capabilities that are used in things.
Like engineering and life sciences you need to be able to capture information coming from outside sources using intelligent capture you need of course you need the records management because this is the stuff that runs your business and then last but not least this is the stuff you runs your business for a very long time so you need.
Archiving as well and if you if you kind of look at that it can really begin to be split up a little bit is that we know organizations are adopting 365 very very quickly where they're doing that content creation they're looking after user productivity and office 365 does have capabilities for lifecycle management but we need to connect that set of.
Content into your digital processes as well so the way that we do that is is integration into things like the desktop office online groups teams etc bringing that content uses a service a base approach into the repository for your digital business and then actually being very good citizens and providing back into office 365 contextualized content.
Based on the business processes now back into office 365 where people need to be able to consume that content as well yeah the other aspect is user experience we think we need to provide amazing user experience to drive user satisfaction but also to drive efficiency for the end user and by doing so a drive adoption of content services and we've over the last.
Couple of years reimplemented the user experience on top of content suite we call that smart UI we've built a framework actually and on top of that framework we step-by-step modernized the user experience so now today with that framework we have the ability to create role based user experiences which just provide the.
Information needed for the task at hand to the end-user the feedback we get from you as our customers is actually very very good and you will see us adopting that technology across other applications within Open Text same is true for mobile right the mobile experience is very important and able to mobile workforce with last year.
Announced a new mobile application for content server we've extended it over the last 12 months and we also integrated extended ECM into that mobile experience so now you can for instance work on tasks which are driven by the extended ECM application where you have information from the leading system connected to the business on the mobile.
Device and we also have done the same thing for documentum so we committed and we're going to continue to invest in documentum we committed that we're going to deliver a mobile experience for documentum d2 and that's one of the deliverables of the last couple of months if you ask me the taxonomy.
Organizations have deployed has ruined more ECM projects in the world than anything else I know of right so how many people have have dealt with an enormous set of folders that have been created to try and organize permissions to try to create organized metadata to try to organize information you know everybody's been through that scenario.
I've I'm gonna find that document click click click click click finally get to the folder you think your going to be in and the folders empty right so what happens with taxonomy is typically it's too deep it models the business you the organization rather than business processes so we think that for success you need to use a workspace instead of a.
Taxonomy to organize your information and workspaces are built around business process so a very small workspace with a couple of folders where the it's amazingly evident where the user is supposed to file information being driven by metadata allowing you the user to be able to interact very simply and easily with it rather than having to go.
Through a very deep folder structure that we've typically done in the past and from our perspective this idea is so important that we're continuing investment very very heavily in this idea of a connected workspace and we think it's so important that we put it into into content server right now it's in content server if you upgrade to 16.
It's in there it's part of the extended ECM suite and it's what really drives the interaction and extended ECM with Business Objects and si P in Salesforce etc it is a critical critical change in the way that we are asking people to implement content services and implement content management in general using a workspace approach will make your users.
More effective yeah and the concept of workspaces is fundamental to build the integrations we call it the extensions into leading business applications so a large part and that's actually the secret sauce of our success over the last couple of years is is centered around how do we integrate into leading applications in.
Order to serve those leading applications and the processes which are driven by these applications whether that's in finance and ER that's in procurement whether that's in HR how do we serve those applications and those processes with content services how do we embed content management natively into the process so that an end user has.
Everything at hand to do the task and an end user ideally doesn't even recognize that he or she is really working with a content management system that started off many many years back in our with our si P relationship so we you know done archiving many years back and then we invented the extended ECM concept and.
Over the years we've expanded that we've expanded that in the SMB world with you know supporting more and more browse processes asset horizontal processes but also in verticals like Environmental Health and Safety just as one example or in engineering plant maintenance and in this partnership with si P we've you know always been trailblazing if we look.
At technologies we've always adapted technology first we've we've been the first supporting Hana we've been the first supporting s for Hana we provide today Fiori user interfaces across the board to provide that seamless user experience and there's a good reason why good friends and partners from sa P awarded us the 11th consecutive year.
With the Pinnacle Award but we've not kind of only focused on sa P so we've broadened that because your business processes go beyond sa P they you know include Salesforce they include other applications and we've built integration into other systems the other part Stephan talked about is about the use of productivity so last year we announced.
The strategy to embrace office 365 and we invested a lot in this so today we provide integration not just in Outlook online we provide integration into teams we provide integration into groups so that group conversation for example can be part of an extended ECM workspace a group conversation can be part of a business process which is.
Then managed in SA P and you have all the information together in one single place and that's the real value of what we provide with extended ECM so working on that theory basically what we're what we're realizing is that once you're extending content services into business process it's washed rinse repeat so a really good example of that is building.
Additional capabilities into extended ECM to allow us to meet a lot of the ad hoc business processes that happen in government and ad hoc is a bad word bespoke is probably a better word and it's in that that we've created not only the ability to go into additional applications but also we built in some additional case management functionality.
Some additional taxonomy capabilities that's really specific to government another good example of extending is our life sciences life sciences Express application this is for me one of the more exciting things that have happened it's an application that is made specifically for the people that are working with documentum Life Sciences.
Solutions and it's really about the end-user who's tasked with doing things like approving submissions like interacting with the submissions those people don't tend to necessarily be inside the firewall they tend to be in airports and very often they're actually outside of the firewall outside of the organization and being third parties as.
Well this application is fully cloud-based based on our core platform on ot2 that you saw earlier today based on that and is now available for our documented life sciences customers as well while talking about life science the life science solution suite is primarily built on the document on product stack and last year when.
Documentum joined the Open Text family we announced the strategy and part of that strategy was that we continue to invest in documentum we continued to invest in d2 as a client on top of documentum and one of the things we heard from you as a customers that we need to renovate the user experience on d2 it's aging there needs to be a more.
Modern experience and I talked about smart UI and the experience we made on content suite platform earlier on so now we actually take the same technology it's not so much different if you implement the document folder or a search on you know a document or repository versus a former open text repository so we take that.
Technology now and we build a new user experience for documentum d2 so there will be a delight full user experience configurable easy to use role based on top of Documentum d2 we call the project unity and we expect the first release to come with EP 5 which is actually fall this year which is focused on what we call a consumer user the lightweight use.
Cases and then there is going to be a next release in spring next year where we then will have a much more complete user experience on document on d2 and I think this is really a big big step forward and another big commitment to the document on customer base now the other thing we got asked for many many times was is there a way of providing.
That integration connection to the digital business for Documentum as well and you know we're it's like kind of uniting those powerful ideas around user experience now as well as around the connection to the digital business and what we're going to provide in that context is that we will work on what we call the extended essay P services for.
Documentum so that essentially then will provide you a means of how you can integrate documentum D 2 systems with si P ok so now let's switch gears a little bit so the other part or the next part we wanted to talk about is the evolution of content services in the cloud and last year we announced this strategy around content services which.
Fundamentally said that we're going to continue to invest in our two major platforms we are going to continue to invest in documentum and in open text content suite we also said that we are going to build a platform from ground-up a clout in the first a cloud first approach where we're going to deliver content services in the cloud.
Whether it's a document management service an archiving service a capture service media management service a Content conversion service we will deliver those services and we also said that on top of those services we will build applications applications like core for file soon can share like an application like snap for capture we.
Also said that part of this strategy is this hybrid approach where we want to build applications which could find example be industry applications like Life Sciences Express where we extend an existing solution like Documentum life sciences with an application in the cloud and we have parts of the workload running in.
The cloud parts of the solution are running on premise and we also said that we're going to extend in the cloud also to these endpoints which are moving to the cloud like we're going to build an integration from there to success factors we're going to build an integration into Salesforce this is what were famous for this work we can do.
Really really well we've seen just recently a demo and we not just know the technology best we also have those relationships and that makes us very very powerful and that was the strategy we announced last year and now we've worked for another year and we've come quite far during that year and who better than Savini Berry who is actually.
Our VP of cloud services who better than Shalini give us insight in what we've done over the last 12 months and where we are seven years thank you Michael hello game your buddy hope you had a nice lunch and and and starting to see some of the really amazing additions to the roadmap the innovations that the team has been putting together so what I.
Wanted to cover in the next few minutes here is perhaps a click in more detail in what you heard in the keynote so you heard about ot2 in the keynote from mark I'll go into a little more detail on that and and give you a flavor of what you're going to see as you go into the different boots the different breakout sessions.
Where each of those things fit in but just echoing what Michael just said that previous slide this thing this was our blueprint this was literally how we were looking at content services and saying alright how do we take each one of these layers and address that and create all the simplicity for you while hiding the complexity behind the scenes and that's.
Exactly what we did in fact it was always supposed to be simple when you started your journey on content management whether that was 10 years ago 15 years ago or it was 2 years ago it was supposed to be simple you were supposed to be able to just get a platform and be able to do any records management and in a retention management.
I had collaborate with the content on it create the right roles and permissions and then be able to integrate that with existing systems that you might have ERP a CRM and others so it was supposed to be simple but somewhere along the way more more things got added more features got added more functions got added so now we're at the point where we're.
Taking a step back and saying how do we give you all of those feature sets how do we give you all the things that you've come to rely us or rely to us on but make it simple if you are in IT you're always thinking about how do I simplify and standardize my my software that I'm using if you are in the line of business if you're a business user.
You're asking about how can I do my job better whether that's in my financial analyst I'm a I am a HR manager I'm a procurement person how can I do my job better and you're most likely talking to your IT counterpart to to ask that question or going to the internet typing up some of those google words and then subscribing with your credit card with a.
Service that was already there and then if you're a developer how can you create more applications based on the content services that are provided by open sex you saw a sneak peek of that earlier this morning about where we are going by empowering you to create those applications by giving you all of those services in this ot2.
Modern per platform so that's what we started we started our journey with Project Banff you heard more talk about that that was about a year or so ago and now project Banff has morphed into release ot – that's sort of our next-generation hybrid cloud platform and I emphasize the word hybrid that's probably.
Something you'll hear over and over again as you go to different sessions we're not talking about cloud only we're not talking about on-premise only we're talking about hybrid why is that important because you we know you've already made the investment in deploying your software on premise in some cases in some cases you've taken that software.
You put that into a managed services cloud and you're trying to extend that investment in some cases you're looking at cloud only perhaps solutions as well but we know that we don't want you to move everything to the cloud that's just not how it's gonna work so how do you make it all work together how do you make it work together in a hybrid.
Approach that's our goal that's our design principle every single product that you'll see is part of what t2 will have that design principle so one of the key things in that number one made for IT a set of micro services Marc talked about that earlier this morning that's a that's a list of micro services that's going to continue to grow whether that's.
Around viewing document management archiving etc the SAS applications that's the turnkey off-the-shelf applications that you can get if you want to start using them and they are deeply integrated they are deeply integrated and then third obviously is the developer platform so taking one level below now so this becomes starts.
To become a little more detailed so bear with me this is a chart which talks about what are the components of ot2 on the left side you see a screen which says all of our existing single tenant applications whether that's documenting content server the industry solutions life sciences capital projects energy and engineering all of these extended.
ECM all of these solutions they are all in the category on the left side what we are doing there is we are container izing all of these salud and container izing again is it's not a panacea for everything it doesn't make magic happen but what it does do is it allows you to be able to get that software much faster deployed either.
On-premise or in the cloud and be able to upgrade much faster that is one thing we hear all the time is how do I reduce my TCO which means how do I reduce my time to upgrade how do I reduce my time for deployment that's what that left side of the section does is containerize those solutions so we can do that for you the right side is the SAS.
Applications and again I mentioned hybrid SAS applications and you'll see two types of applications in this category one would be broad horizontal applications which can apply to pretty much every in any industry issues so things like external sharing or contract management regardless of whether you are in transportation in manufacturing and.
Life sciences in healthcare and financial services you need to share files you need to be able to manage your contracts how do you do that well we've created those applications that have been used by our customers today and you'll hear for some of them which are then deeply connected back to the sort of the content sources the content.
Sources are still your system of record whether that's content server or Documentum or email email is a huge content source of all any file shares or home directories these are all the major content sources these are the systems or records you are not changing them we recognize that so we're taking that but we're extending that through to these.
Applications who are now providing you very purpose-built use cases so I talked about two broad horizontal applications let's talk about some specific vertical applications one is an HR application people Center which is focused on HR ticket management how do you take somebody from hire to retire that entire lifecycle how do you take somebody from.
A place where they you can manage the tickets inside if somebody's logging an issue for hey I cannot access my HR portal or I've submitted my review a little late is that ok how do you take how do you how do you the lifecycle around our how do you manage that that's that's people center legal that's another vertical so there's.
An application that will be developing there the digital asset management there's an application that will be there so there's some vertical applications there having said that there will be a lot of gaps there will be a lot of opportunities we can't solve all those problems ourselves all the various application needs and if in all.
The industry types we're not going to be resolved that ourselves that's why we created the third component of ot 2 which is the developer platform so we're hoping that what this does is it unlocks the potential for you as customers where you already have developers in your own organization or as partners who want to partner with us to be able to create.
Your own IP and then build those applications and then sell it to your customers but now you can do that so these are the three components of 42 underlying that you notice the glue which sits underneath that is our pass layer our platform as a service layer and that's platform area we selected Cloud Foundry.
There were a lot of other options out there but we selected Cloud Foundry and then under that is our infrastructure our infrastructure as a service which is based on open text cloud but as you heard mark announced earlier this morning we're also going to open up our land service solutions for the AWS assure and Google platform.
So that's ot – you saw this earlier I'm going to reiterate this again what this means is that release 16 still continues along with that ot – continues as well which means you get the best of both worlds so release 16 you still keep getting the value for the enhancement pacts while you still keep what while you start to get more value for the ot.
Two sets of releases more releases on the applications on the services and on the platform now to actually talk about what this application does – to you and the value it provides to you what better way to do that but to actually hear from one of our customers so I'd like to invite on stage Riley McIntosh from Pacific Life Riley.
Welcome so again my name is Riley McIntosh I'm from Pacific Life Insurance Company we're in Newport Beach California that's back where my comfort zone is and I'm not here today to tell you that I have all of the answers to how to do enterprise content management I don't think anyone does especially with all of.
The changes that come out us with regulations and changes in technology and new business ventures but I am here to share with you some of the things that have made us successful at Pacific Life with really establishing a very strong foundation in enterprise content management so I like to describe content management as a journey it's not a.
Destination it's not a project it truly is a program and I've been doing this for a little over 11 years and I'm just finally now seeing some real success at our company there's been a lot of starts and stops along the way and I'd say that if I could just be really authentic I think so often we are trying to get everything perfect right we're trying to.
Figure out every last detail before we move forward and by the time we get to that stage things have already changed and so one lesson that we learned is that don't strive for perfection in everything and also another key was to not just focus on risk that's what we had been doing for many many was really at the heart of the program.
And it was just risk risk which is obviously very important but you can't forget the business value you can't stop the business right they have to earn money for the company and so I think that the moment that our enterprise content management program really took off was when we finally figured out that we have to combine the risk with the.
Business value and so by some turn of events last year and a reorganization I used to just run the risk side of the house and now I run both the technology and the risk so bringing those two together has really made us successful I have here what our vision statement is and it seems really easy I don't think any senior leader would say hey don't do.
This don't do effective and efficient content management so they're all happy to say yes please go do this but it's not that easy to do and I'm sure you're all well aware of that again going back to aligning the governance and the technology for us that meant not I think earlier today someone said you start where you are and I think sometimes you.
Have to go back a bit and really start with the foundations for an ECM program for Pacific Life we have acquired so much technology over the years we had spread ourselves so thin in our ability to resource these very complex content management systems and so we are really not getting the value out of them and we're also not mitigating risk so we.
Took a step back and really looked at what do we own today and where are we trying to strive for our technology portfolio is something that we've spent some time actually took a lot of time a lot of buy-in and we're a very decentralized organization with different business lines running very autonomously so to.
Have an enterprise vision for how we manage content and consume content took a lot of buy-in I think one of the values of establishing this technology portfolio is that kind of stop the bleeding right the businesses see a cool new technology and they say go buy it let's get this and we go buy it and then we try to implement it and really we're.
Not getting the value out of it because we didn't stop and think about the integration or what is the purpose and how many people is this tool actually going to reach so really spending the time to establish some consistent standards around what are what is in your technology portfolio you know we may own way more technology than we want.
Today but we sort of draw a line in the sand and said no more here's what our platforms are here's the value they provide they might provide additional capability that we don't support today it probably makes more sense to develop that expertise in that knowledge in that platform rather than go buying another one and adding and spreading our.
Resources really thin the goal of the program really these simple things that you see here higher quality decision making I can't tell you how many times the business has questioned their decisions because they don't know if they have the right version and and everyone's keeping their secret copy and so we've really focused on use Open Text.
Content server for our crown jewels or unstructured data to support better decision making again more effective and efficient use of IT resources both in the platforms and the people we want to get really good at what's in our technology platform our portfolio and sell that to the business so they don't feel like they're going out.
The technology that's hard job sorry and along with that you get the enhanced risk management right because these platforms you're establishing the governance and the standards the businesses don't have to really worry about the risk they just know what platform I use for what and we've built the risk mitigation behind that.
Automated automation and integration is something that is key to what we do and when we do acquire a new platform we really think about how does this integrate or is this going to although it's very cool is it going to introduce new manual processes to the organization which is counterintuitive to what we're trying to do.
So again it's been a long journey and I would say that really going back to foundations and establishing those standards is key the risk side of things has always been a driver you know have our CCO and legal counsel always driving that home but for Pacific Life we've never had that one moment where we really got burned.
Knock on wood hopefully but it's usually not a matter of if it's when and so we're really trying to position ourselves to to embed that risk mitigation into the day-to-day processes another key I think to our success is in change management and really taking the time with our end users to level set expectations I think change management.
Is talked about all the time but I think about it more as a mindset that we try to at least NIT in our organization really build is this more innovative mindset and addressing some of those things that prohibit you or prevent you from moving forward you know things like failing quickly and changing the course it's okay to fail sometimes can't really.
Be innovative without doing that being comfortable with being uncomfortable a lot of changes with technology means that I'm user has to do things differently talking to the business about changing their process right a lot of times they want to use our technology but they don't want change of the process so I'm just automating your.
Already crappy process you're not really going to see the benefits and so at the heart of all of these things that we're trying to do is really open text content server while products as well as some of the sir so a strategic move for us last year was to go to cloud managed services and that has been so key to us moving the program.
Forward I have a very small team and we run a lot of the large complex platforms and so I can redeploy those resources from operations to building solutions for the business really giving the business the value and leveraging Open Text for all that it can offer we're utilizing core right because of its integration with content server we were.
On box and we had kite works and we've scaled all that back and said you know we're gonna go with core we see the long term vision and that's something that's been great the partnership that we have with Open Text I think I'm super happy about my team would agree the transition to the cloud managed services wasn't easy.
I won't lie to you but they really truly were a partner and we we stopped many points along the way as a gate check to make sure we were headed in the right direction and at the heart of what we are trying to do is make sure that this foundation gives us the ability to remain agile to adopt new technologies where we don't have something in our.
Platform we can react quickly but still maintaining that ability to mitigate risk without stopping the business from what they're doing so that's all I have thank you for your time and Savin me okay Thank You Riley so hopefully what you saw a picture of over there was a view of where 82 is going what we are doing for you in the.
Cloud very deliberately and solving problems for you on premise as well as for applications you heard it from our customers you saw demos so now just go ahead and please go out to the boots please go out to the other sections and you'll start to get more details into that thanks so much for going to the next section level digital has changed.
Business forever and with IOT and AI the next wave of change is on us connected devices are redefining how we work especially in ask that intensive industries where drones are replacing physical inspections capturing video and sensor data running real-time analytics reducing inspection timelines from weeks to days and reducing safety risks the.
Information captured by drones is a highly valuable resource to drive productivity and innovation but the challenge lies and how you capture and use it effectively how do you make it accessible and useful for the people who need it and secure it from those who don't this is what Open Text and partners like s ap.
Do best let's look at how drone footage can be used to transform an asset inspection workflow first the plant operator creates the correct work order type in s AP plant maintenance the work order identifies the video requirement and automatically synchronizes the metadata to the workspace in s AP Hybris digital asset management by Open Text.
This creates a task triggering the maintenance technician to launch a drone and capture footage the footage is uploaded and attached to the work order s AP and Open Text process the video and extract the metadata synchronizing it across both systems date time location device resolution and more the quality engineer responsible for assessing the.
Need for repairs reviews the video using open text extended see m4s aap solutions and the digital asset management solution a quick search of maintenance orders in the system directs him to the right work order here he has access to all the data associated with that work order work instructions correspondence and more he accesses the.
Drone video from the media tab which contains all related metadata he reviews the footage looking for corrosion or other abnormalities the more details tab allows him to quickly add or change information such as metadata security policies relationships then he creates a sub clip containing just the video relevant to his decision he does this.
Directly in digital asset management no need for external editing software the new asset is automatically attached to the work order and the appropriate metadata is added to the file this is how Open Text and s ap helped tap the power of drone technology bringing together video content and data with business process automating the.
End-to-end workflow putting content in context maximizing the value of information to create new insights drive productivity and innovation Open Text connects content to your digital business whoo Wow so you know mark mark talked a little bit this morning about you know jobs that didn't exist a few years ago I think doing the content.
Management of drone video was probably not in anybody's resume a few years ago right the the definition of what we're doing in terms of information management the types of content that we're managing is changing and changing very very quickly and it gives us a really good segue into the next part of the agenda which is the expanding definition of.
Information management and if that is a is a really good way of bringing up my next guest which is John Mancini chief evangelist officer for aim a good friend of mine and I think from from my perspective nobody better to talk about where we're headed in terms of information management in this industry today.
So John please please enjoy yourself up here thank you Steve well it's really a pleasure to be here today thank you so much open text for the invitation to be here open text is a good friend of the industry and we really do appreciate the leadership role that they play within the content management space and so as I listened to mark this morning.
And listened to Malcolm listened to all the speakers the a common element in what everybody was talking about is this notion of change and so like any good keynote speaker I thought I would T this up with three inspirational quotes about change that are probably suitable for framing so first one here from Charles Kettering a leading industrialist people.
Are very open minded about new things as long as they're exactly like the old ones and I've experienced that in this space where people despite all the changes that are going on in this space like to hold on to what was and there's a there's a certain resonance and reason for that because when you have had past successes it's hard sometimes to let go.
Of some of those successes and take them to the next level so they've got me thinking about another quote and this one is in John Kenneth Galbraith which is that face between the choice of changing one's mind and proving that there is no need to do so everybody gets busy on the proof and so I think about this back in January of last year when.
Gartner had that kind of sort of unsettling you know pronouncement that ECM was dead and almost everybody got to work basically trying to figure out how do they disprove that rather than think to themselves well what's the element of truth that's embodied in that and what can we learn from that so my third intellectual this is perhaps the.
Smartest guy of all points sometimes to the fact that we underestimate how difficult changes and this is George Carlin which I put a dollar in the change machine and nothing happened and so my point there is that we tend to underestimate the effort that's associated with change we tend to underestimate how difficult it is to.
Actually change organization and technology infrastructure x' that exists at large scale so we are in a very disruptive time we're actually strangely enough in two disruptive times because we have the wave of disruption that occurred as a result of the web and the result of mobile technologies and kind of the onset of cloud technologies.
And now we've got the onset of AI and machine learning technologies so the generations are collapsing we're on the tail end of one generation the beginning of another generation and so they really manifest themselves when the cumulative inertia of technology innovation disruption doesn't happen at the point of technology innovation disruption.
Happens when that disruption is standardized and translates itself into business models and that's where we are now and that's why content feels and content management feel so different than the old world that we used to know and so when you think about this this survey was done by us know Boyd and Stowe went out and talked to a whole set.
Of enterprise strategists in organizations and he posed twenty-two innovative technologies and asked them to evaluate the importance to their organization and these six were at the top of the list cyber security AI machine learning cloud computing data analytics big data in the Internet of Things and I think in many ways they're.
A microcosm of what we talked about this morning and they raised the question of where does content fit into this and more particularly I think how does it tie to the future and for me I think the future is all about how what I would call how content connects with the three A's and it's all about apps it's all about automation and it's all about.
Artificial intelligence and so we set out earlier this year to talk to people in the content and business process management space senior executives in that space to try to find out where they were on this question of digital transformation how they saw content technologies evolving and how they saw this universe changing moving forward.
And open text was actually also a sponsor of this research and we'll be sending out a copy of all this to all the attendees but I wanted to cover four key points tied to this to maybe put a bit of a frame around some of the conversations that we've had so far today and that will have over the next couple of days so the first one is that.
In disruptive times every organization is on or should be on a digital transformation journey and the punctuation point I want to put on this is that those journeys aren't just tactical they are strategic and they relate to the fundamental task of understanding anticipating and redefining internal and external.
Customer experiences and so the first question we asked folks this is about 350 executives as we said are you concerned agree or disagree that you could face serious disruption of your business model in the next two years so over fifty percent of organizations basically see themselves as reflected in these very disruptive times that we were.
Talking about so we asked them okay well what are you doing about that and there's some good news there people have translated that intention into embracing the need for digital transformation within their organizations so over 80% basically agree with the statement that digital transformation is important or very important to their organization so.
The follow-up question which then gets kind of to the whole point of this conference the whole point as we think about the future of content management is how are you doing on those transformation journeys and what you have here we ask people where they wanted to be by 2020 it's only 18 months from now where do you want to be and how.
Complete are your plans moving down that path towards 2020 and only one in five are really where they want to be so that raised the second point of the survey which was to think about okay well why is the and my hypothesis is that the reason for that is they are imperiled by a rising tide of information tayo sand confusion.
And it's frustrating their their desire to transform their organizations and in many ways the data points that I'll show reflect this slide you know we have deployed more and more and more content technologies often to very good result but we've done it in the face of a rising tide of information that has to be managed and many organizations are.
Just running faster and faster and faster in order to stay in the same place and so when you look at the data we ask this question how many different content management systems do you use Riley referred to this in terms of their desire to standardize and I asked actually incidentally asked this same question five years ago to folks and the.
Number of average number of content systems in use has increased by three thirty percent over the net last five years so this question of content sprawl is an issue that people are facing in their transformation efforts we asked this question you know hopefully these systems have gotten a whole lot more easy to integrate into line of business.
Applications you know the reality when we ask people what percentage of your unstructured content resides in those line of business systems as opposed to resides within your content management system things haven't changed a whole lot which is a source of frustration as people seek to transform we then to ask people do a bit of a self-assessment and.
This one I dug up a question from 10 years ago and asked it again to ask them to evaluate the overall effectiveness of their organization and managing controlling and utilizing electronic information and as you can see by the number at the bottom the average hasn't really changed so there's a lot of frustration out there.
In terms of how people manage and it's not because they haven't done great things with regards to point ECM solutions the challenge is that the stakes are rising and the degree of challenges rising faster than our ability to assimilate it so what this is doing and this is where I think the Gartner quote comes into.
Play it's it's creating a demand for a different way of looking at content and information management a different kind of set of practices and it was totally reflected in Mark's conversations earlier about where open text is headed the first data point we asked people in general you know what are your intentions with regards to delivery.
Deployment models over the next 12 months and you can see here that bar 48% moving towards a hybrid cloud in on-premise deployment model 36% moving towards the cloud over 80% in some dimension having the cloud as an important part of their information management strategy moving forward again consider this is among content and.
Business process executives within organizations I can tell you three years ago you had the exact opposite you would have had everybody saying I don't really want to go in this direction so a tipping point to tip the hat to Malcolm Gladwell here second one a real change in how they want to consume these capabilities and so for 70% of.
Organizations this monolithic model that was kind of characteristic of the old way that we looked at ECM it's really been replaced by a desire to consume on demand to consume content services on demand and consume them in the context of business processes that's a big change in terms of how people view content management this third point what.
Does this mean in terms of your existing strategy do you think you have to modernize and over 90 percent basically say something has to change and so that's a really interesting time I think it reflects an intention on the part of the community to adjust to those disruptive pressures that are out there and as you think about this and think.
About the impact that this has on ECM and on traditional content management you know consumerization has created a need for simplicity the cloud has created a demand that you don't just go on a cloud strategy it has to be created from the start privacy creates a need for automated governance rising tides of data create a.
Need for an intelligent way of capturing all of that this idea of business platforms that you want to plug together like Lego blocks creates this idea for a demand for open content services and this rise of machine learning creates a need to finally get your content and information management house in order or you're not gonna have anything to plug.
In to all that wonderful machine learning technology when it comes on stream so what this means I think and as I think about this from a name perspective we think that there are four what we call intelligent information management practices or methodologies out here that organizations are looking to embrace as part of their.
Transformation portfolio they're critical to digital transformation notice that I don't say that this is a market segment this is a set of disciplines and technologies and very much I think parallels where Open Text has gone with the Enterprise Information Management approach that they've had in the last couple of years this is not one.
Segment these are multiple segments that need to interconnect together so as you think about this this is how we've defined it we've gone and we've categorized these according to these four big practice areas these are the technology elements associated with each of those practice areas and as I think about the activities of a moving forward.
Our challenge is going to be to help people figure out which of these tools are germane to the particular business challenge that they have and how they can they consume these these technology capabilities in a modular way and in a way that plugs into each other so too last data points on this kind of world that we call intelligent information.
Management we ask that crowd of ECM and BPM senior executives where what five of these do you spend your most blood sweat and tears and money on right now and these are the five that popped up business process management records management cloud content management collaboration forms and document classification and.
PII and so that's really the foundation I think that this industry has had for a long time and I asked him a second question because I wanted to get a feel for how forward-leaning these folks are as I said when you look over the next 18 to 24 months where are you planning on spending more and so the answer I think is revelatory in terms of where all this.
Is going the first answer they gave me was all these five so they are doubling down on their investments which i think is a good thing for the content management space moving forward the second thing is they popped up these additional for content integration migration ai continent content analytics and.
Semantics data recognition and metadata in texana me management which says to me that there is a forward-looking lean into the world of artificial intelligence into the world of machine learning a future positioning of what they're trying to do moving forward so I have one last thought about disruption and going back to my point about change.
Is I think organizations and particularly organizations in this room organizations in this community organizations in this industry have a unique advantage in an era of analytics and artificial intelligence and machine learning and that we all collectively are sitting on all that information that is potentially the fuel for those.
Initiatives and I think all of us have a choice of where we are going to be with regards to that wave that is coming and that wave is coming and do we want to be underneath that wave or do we want to ride that wave and if we want to ride that wave then I think we have to embrace change thank you all very much John thank you thank you very much but I.
Couldn't have finished with a better graphic fit right into the fit right into the the theme you've already kind of brought it up but I wanted to get your take on where we're headed and Mark was talking a lot about the intelligent and connected enterprise and intelligent and connected information management so I sort of fit in with where aim is.
Looking at information man as well yeah I mean those of you that aren't familiar with aim we got our life started believe it or not 75 years ago as the National micrographics in microfilm Association we've always been about people process and technology we evolved into aim the association for information and image management about.
20 years ago and then just this past year changed the name to the Association for intelligent information management so I think the alignment is very clear and it definitely is in line with what you guys are talking about awesome good thank you very much thank you thanks thank you so that's actually a perfect segue from intelligent information.
Management over to the intelligent and connected Enterprise and how we bring those things together so I brought this up a little bit earlier but I think as I said thinking about people's roles people's jobs the things that they're responsible for when you begin to take a look at this now and not to be overwhelmed by the graphic but to think.
A little bit what does this mean for me and the things that people are asking me to do right it used to be people would ask me to do the document management and a lot of people that were doing document management office lis very related and associated to doing a lot of business process management as well right that hasn't gone away but I think the the.
Requests when we start to think about information management is expanding all the time right I think everybody is realizing the impact that artificial intelligence analytics is having on the industry in general in our ability to automate things and our ability to understand and gain insight and and in particular if we think about all the.
Things that we have typically looked at as adoption problems in the past there's a lot of area of where we can use a combination of automation and what I think of as applications and I know John talked about that as well as let's start thinking about content management as an idea of putting together applications that fit specific business purposes not.
Just a jack a jack of all trades application that we are asking users to try and interpret let's go to the point where applications are easy enough for people who under stand the business process to be able to pick that up and move ahead and really that's what we're we're thinking about when it's in enabling the intelligent.
And connected enterprise but I also think that in doing that as we think about expanding it there are some challenges coming our way as well first one we've already actually already seen it in the demonstration right or in the movie excuse me is that that the the type of content that we're being asked to manage is changing constantly and.
Changing rapidly so managing video being a really good example right so how do we how do we go about managing video in a way that makes sense and do all the same things that we've always liked about content management understanding and using metadata being able to contextualize it in the business process so one of the things that we've tried to.
Do is do another integration and integrate in our media management application into extended ECM so that we can again continue to manage information in context another area where we're seeing a huge amount of adoption recently is again in automation because documents although documents are the things that.
People will continue to consume authoring documents is becoming quite different and in particular automating the author aiding authoring of documents makes a lot of sense in high volume circumstances so HR being a really good example we're seeing a lot of demand for things like document generation capability being driven from the.
Metadata and the structured information coming from the leading application to create documents file documents get users out of the way of doing the things that we know they're not particularly good at and I think we're going to continue to see this idea as tight content types change documents will still be important but we have to go and.
Move towards handling them in a different way the other piece changing is the connections we have to deal with right so the we believe that connected content is valuable content content needs to be embedded in business processes in business applications and in the past I was actually much easier than today so in the past in an.
On-premise world on the left hand side we integrate it with your on-premise ASAP system for it we'll be integrated with your on-premise Oracle system we all knew and learned how to integrate with office which was also a kind of an on-premise system now the world is changing right we have applications.
Which are sitting in the cloud your HR department makes the decision to go with success factors your service department is making the decision to go with ServiceNow and out of the sudden you have to have you know integrate with other endpoints than before and that is much harder to do in the cloud we provide standard integration to those we.
Also provide standard integration to the productivity Suites moving to the cloud like office 365 we talked about this and the other integration point we see coming up more and more is cloud platforms what are cloud platforms sa P for example has their own cloud platform which is called sa big cloud platform.
For comm is a cloud platform and those cloud platforms actually enable us to integrate through standard means in the SI p case for example that means if you look at that picture you have various s ap application sitting in the cloud like a Reba like concur like success factors we have a shift to s for Hana cloud and the integration point for sa p is the SI.
P cal platform so we built an integration of our content services through what they call s AP content bridge into essa Peka platform and that actually enables us through one integration point to serve many s AP applications and as we you know I I don't think I promise too much as we are the number one si P partner innovating.
With them for many many years we are certainly working together how we can in the future more and more deliver these content services as part as as part of the SI p cal platform so you will see that through the standard integrations you out of a sudden support more than one application you support you know various applications with content.
Services and we're still working on also providing a deep UI integration so that the user experience once again is where you expand it to be same is true for Salesforce right if you look at Salesforce they're using force.com as a platform on force.com you have various applications whether it's sales whether it's service.
Modules marketing the community module and as we have a standard integration point into the force.com platform we can actually serve various of the Salesforce applications and we can once again manage content consistently in one place across different applications and through that standard integration we also have to comply to them kind of.
So-called cloud qualities needed in the Salesforce world as well so that's another integration point where through those tile platforms we can't just simply serve more of these applications in the future once again UI integration is key which is something we certainly provide as well and last but not least we've seen 7a or we've heard some when.
You talk about ot2 and we will deliver those content services in the cloud document management format conversion document generation viewing and as those services are available in the cloud we want our customers or partners build applications such as video and with the developer environment which we have on top of that that you can actually build.
In the cloud your own content services driven purpose-built applications so I can't think of a better area to think about as both being a challenge and an opportunity as automation in the AI machine learning etc and so let's think about what automation can do for us right the basic premise for me is you can't manage what you don't understand.
Right and so if we are going to understand stuff and be able to manage information we need metadata metadata drives records management classification records man or metadata drives search capabilities metadata drives the ability to bring content content into context of other business processes and can even do things like routing and security etc as.
Well so that's great except people are just terrible at applying metadata we all all have seen instances where end users are just not willing to apply metadata on content because it's not it's not really important to them it's the people that are consuming the information most of the time that really need the.
Metadata so let's get the people out of the way I think there's a huge opportunity for us in automating the capture and application of metadata as the step towards information governance and in particular now more and more steps into business process and in my opinion there has probably been no bigger request in all the time that I.
Interact with customers than what I've always thought of as the magic bucket we've got the magic funnel here the magic bucket is a place where content comes in it's understood well enough to be able to make a decision about that content to extract them the information and I thought the customer that spoke this morning about going from fax which.
Is a blob of information to a document to eventually data is exactly that and then in fact kicking off a business process and that's really what we're looking for in intelligent capture and automation that ability to not only get end-users out of the way of applying metadata but actually kicking up business process that is effective and.
Again automated and what do you need with that well I mean capture for sure is not new right what this changing is that capture gets more more distributed so we want to capture information right in the very moment information gets created like a salesperson just capturing a contract and then you want to capture the information on the fly.
You want to classify a document you want to store it automatically and you also want to embed that into the business process so it's not standalone it should actually be embedded into for example a Salesforce application which is running on the mobile device it should be embedded into an S AP application running on the mobile device or it.
Should be embedded into an Open Text application which is created with app works but it's embedded it's not standalone and also as we you know move along with this notion as building more applications we want to provide them in the cloud we cannot expect customers captured to create templates with professional services weeks and weeks.
You know optimization to get the data from the content you expect so what we've developed is machine learning technology we've actually made great progress on that one for example we're grading invoice capture we're the largest vendor delivering invoice capture solutions and with machine learning technology we now have even.
Replaced what we've done before around invoice capture and that technology really allows us on-the-fly very easy to learn at the end user level without creating a lot of template work around that and this paired with key user configuration embedded in an application we can really talk about intelligent captures and we deliver.
Applications but right from the goldurn and after a couple of capture processes we can actually extract information store information and kick off the business process next challenge is something we should all actually be familiar I guess the the thing about compliance is that it just keeps coming back and keeps coming back and keeps.
Coming back so information governance compliance there'll be a new regulation new capability everything is digital these days every investigation is digital what we need to do with that hasn't really changed it's just that the scope and complexity of some of the things that we need to do so just one delicious example that an awful lot of.
Organizations are dealing with right now which is you know a component just a small part of GDP our right that what we've talked about the right to be forgotten and so you know at a most basic level in order to be able to allow organizations to be able to respond to real people who ask for their information whether you're a bank a.
Utility company a telephone company anybody who is keeping invoices and keeping transactions about a particular customer can now be asked in the UK to be able to give that information over or ensure that it's been deleted so you need to know what you have right you can't not be able to find that information for them you need to have.
Retention and disposition policies that make sense against that you need to be able to do the same things we've always done from an discovery perspective be able to know if that content has to be on litigation hold before you actually delete it and I think you need all the things that we've always thought about when it comes to.
Archiving to be able to keep the information and make that information findable and more and more because of GD P R is a good example for people who are thinking about information management it has to be across structured and unstructured information I think the good news is for for almost everybody who's in the audience right now you're.
Probably in some form or another a customer who has an awful lot of those tools at their fingertips already right so all the way from from the ability to search for information the ability to organize it properly in the first place litigation holds records management policies retention disposition workflows they're all more or less available in.
The tools you probably have today so that they're at your fingertips and in particular if you're using us for things like extended ECM for sa P we're bridging that gap between the structured and unstructured information as well and speaking of which bridging that gap between structured and unstructured information I think we talked about it.
For the first time from an Open Text perspective last year but info archive is a really really strong application for responding to your gdpr requirements particularly when it comes to that bridge between structured and unstructured information so starting with legacy applications where we're suddenly now thanks to a lot thanks to.
GD P R there's a requirement to be able to access that information so decommissioning some of those applications and providing good access to that information is very good active archiving to bring some of the cost out of your actual leading active applications make sense we're also seeing if you go back to that comment.
About banks utility companies etc having to produce information due to the right to be forgotten the importance of being able to get in and work with print streams and all the invoices that you printed all the statements that you printed to be able to go in and very selectively be able to disposition the content when it when an end-user where a.
Real customer asks for that information so info archive is about capturing that information making it accessible making it accessible in a ways not only from a compliance perspective but that same capability we're talking about can also be used as an example to provide a for customers to come in to get their statement on demand so we're even seeing.
Organizations monetize this capability as an add-on extra for for their website where they're they're accessing information on demand for their customers get my invoice get my statement on demand so I'm gonna finish up with a couple of just calls to action things to think about things to think about when you're going back to the.
Office looking at your existing content services projects a lot of things that Riley provided just segue really nicely into this so first of all I'd like to ask people to think back a little bit around our strategies for success right these are things that work with customers day-in day-out it's basically based on this idea of.
Content services and extending them into lead applications right which is make sure you're using the right capabilities and separate the difference between the digital workplace and the digital business have an amazing UI where where it users interact with it enjoy using that interaction and put that UI where people are doing the work don't force.
Them to go over there and file it in a filing cabinet bring it to where they're working use a workspace approach so they don't have to go through an enormous taxonomy and then last but not least use the abilities of content services to extend into business applications as I mentioned where people are doing the work and contextualize the information.
So that the right information is being fed to the person at the right time the second one is think about applications so we provide integrations as said into leading systems but we also have tools to build applications on our own like for example app works which is integrated with our content services no matter which platform you're about to.
Use so think about what is it what you can provide to your end-users in your departments really supporting them in the business it's not just a platform technology it is about solutions we've demonstrated some and we have you know more and more solutions in HR in finance in purchasing but as you go back into your organization you know and you have.
A content management platform from open text in place what is it where you can actually of the business what is it where you can embed them through the integration capabilities where you can leverage what we as a standard solution provide or where you can maybe even through again our local development environment very.
Quickly create an application which is adding value to the business you know you know in a very short timeframe with very little effort automation is the way out of the trouble that we find ourselves in and I think in a lot of cases when it comes to success around content services we just saw in a fantastic example of that of the.
Abilities of machine learning to take a lot of the the grunt work out of the things that people just don't like doing when it comes to filing information creating metadata take the opportunity to to look at your business processes right now and I can't emphasize this enough capture is different from what it was a few years ago right the the advent.
Of machine learning overtop of capture is completely changing the game again when it comes to capture it's not just capturing images anymore it's not just OCR anymore it's about the ability to understand the information and launch business processes upgrade upgrade is key for success I would say we deliver a lot of new innovation on those platforms.
You know we've talked about smart UI new user experiences we you know invested a lot in making upgrade much easier for you we invested a lot in you know reducing the total cost of ownership for you so once you get on you know one of our current platforms you can actually benefit from a lot of these innovations I know many of you are not yet and we.
Would rather you know we would encourage you to look into upgrade and what's possible there and for example you know extended ECM for many of you would also be another option on top of content suite how to actually integrate into those applications how to build more business solutions there's a there's a there's a strong toolset which enables.
You – you know extend what you have done already so upgrade is key to leverage those benefits upgrade is key to you know have you know easier upgrades in the future as we changed a lot of those tools and a lot of those mechanisms how you actually have to run through that and from there once you for example are.
On 16 for content speed you can really through continuous updates then benefit from a lot of the innovations we provide much easier than it ever was before so Michael you you touched on something kind of near and dear to our hearts as well which is extended ECM and this idea of the workspace and the ability to extend workspaces into lead applications.
If you are today a Documentum customer or if today you are just a content server customer not using extended ECM I really encourage going out on the showroom floor and exploring and trying to understand a little bit more about the workspaces and about our ability to extend content so we don't know if you notice but we made a very big.
Announcement really around Documentum and the idea that we're taking the same ability to extend into ASAP as a starting point for us for capturing content in context of the business with documentum as well so it's not just about content server customers we're taking this idea because it's so effective to document them as well and.
The last thing for us to really talk about is is how does this all pull together how does this pull together with the strategy that Mark outlined how does this pull together with the set strategy around cloud micro services etc is that we really believe that organizations right now at a point where they're beginning to embrace cloud.
They're at the point where they're looking to potentially go to manage services they're at a point where they're considering how are we going to build applications from our perspective our strategies about making sure that we are delivering on what we promised which is making sure that we're investing in the in the core capabilities of.
Documentum content server extended ECM and then we're creating applications that extend the capabilities of those of those core platforms and embrace it entirely right so we are here right now to deliver a strategy that makes sure that you're leveraging existing investments I recommend that this is what this.
Conference is about and so thank you very much for your time today I appreciate it thanks