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The Case for Open Source
Enterprise Content Management
May 26, 2010
Matt Van Bergen, CTO
mvanbergen@citytechinc.com
http://www.citytechinc.com
Agenda
Enterprise Content Management
Open Source Software
Open Source Enterprise Content Management
Open Source Enterprise Content Management Case Studies
Conclusion
Enterprise Content Management Defined
Typical Components
• Document Management & Workflow
• Records Management
• Collaboration
• Web Content Management
AIIM’s Definition
Why Enterprise Content Management?
Unstructured Structured
ExponentialGrowth
How Can Enterprise Content Management Help?
Management unstructured content
Collaboration
Network drive replacement
Compliance
Document based business process automation
Brand management / DAM
Employee productivity
Imaging
Security of documents
Business continuity
And more!
Agenda
Enterprise Content Management
Open Source Software
Open Source Enterprise Content Management
Open Source Enterprise Content Management Case Studies
Conclusion
What is Open Source?
Development method for software that harnesses the power of distributed peer
review and transparency of process.
70+ open source license types (i.e. Apache, GPL, LGPL, etc.)
Big brands are counting on open source as a strategic advantage
• Source code availability
• Online support from community
• No single vendor determining road map
What is Enterprise Open Source?
Technical Support
Warranty and Indemnification
Maintenance Releases, Patches and Hot Fixes
Quality Assurance/Hardening
Partner Ecosystem
Why is Enterprise Open Source Software different than
traditional software licensing?
Fixed
Variable Services/
Customization
Hardware
Hardware/
Software
Proprietary
License
100%
Cost
Reductions
Services/
Customization
Source: Larry Augustin (OSBC2004)
Alfresco
Proprietary Open Source
Fixed
Variable
Enterprise Open Source Maturity
Applications
Application Platforms
Application Runtimes
Application Frameworks
Today
i.e. Spring Framework, Seam, Struts, etc.
i.e. Red Hat Linux, JBoss, MySQL,etc.
i.e. Alfresco ECM, Nuxeo, Liferay,
GateIn, Jahia
i.e. SugarCRM,
OpenBravo
MaturityLevel
Agenda
Enterprise Content Management
Open Source Software
Open Source Enterprise Content Management
Open Source Enterprise Content Management Case Studies
Conclusion
ECM Potential for Growth
State of Enterprise Content Management Today
35% ECM Shelfware
41% ECM did not live up to
expectations
Open Source ECM Drives Adoption – How, Why?
Higher integration
capability
Simpler to scale
Standards based
Cost Model
More Details…
Service Oriented Architecture Compatibility
Enable content everywhere in enterprise
• CMIS
• RESTful Services
Low barrier to integration:
• ERP Integration
• Customer facing websites publishing
• Network drive - transparent repository usage
• Enrich social networking related content enterprise content
• Support single brand across the entire company
Scalability
Horizontal scalability
Leverage existing investment in Java Enterprise Edition application servers
No special skill for system administrators
JBoss, Tomcat,
WebLogic, etc.
Oracle, MySQL
EnterpriseDB, etc.
Standard Enterprise Platforms Proprietary Platforms
Process Engine Content Engine
Workflow EngineRM Engine
Standards-based
Based on mainstream technologies used in typical enterprise architectures.
Specialized resources = higher cost
Standard Enterprise Technologies
(example based on Alfresco ECM)
Proprietary Technologies
Licensing Model
Complex licensing and user based models stunts adoption
Choose CPU socket based subscriptions
CPU Based Licensing User Based Licensing
Everybody Uses CMS
Privileged Users Use CMS
Open Source ECM: Increase in ECM Adoption Increases ROI
JBoss, Tomcat,
WebLogic, etc.
Oracle, MySQL
EnterpriseDB, etc.
Integration Scalable
CPU Based Subscription
Standard Enterprise Technologies
Agenda
Enterprise Content Management
Open Source Software
Open Source Enterprise Content Management
Open Source Enterprise Content Management Case Studies
Conclusion
Case Study: City of Chicago Business Process Automation
Automate delegate agency contract business process
Heavy document based workflow powered by Alfresco ECM (50+ process steps)
Custom web based application front-end
Zero cost scanner integration using Alfresco CIFS interface
Friendly Alfresco CPU based subscription enabled quick adoption
MySQL
Custom Web Application
Case Study: COR2 Technology Risk Management Portal
COR2 Technology offers risk management capabilities via its Alfresco ECM native
Share collaboration platform.
Large construction management firms store and manage sub-contractors’
insurance certificates.
Implemented custom risk management taxonomy and workflow
Very few customizations – good feature match out of the box
Case Study: Portal Document Management Integration
Large university leveraged Alfresco
ECM to bring best of breed
document management to their
faculty & student portal.
Custom JSR-168 portlets backed
by Alfresco Web Scripts
400,000+ users
Clustered configuration
LDAP integration
Agenda
Enterprise Content Management
Open Source Software
Open Source Enterprise Content Management
Open Source Enterprise Content Management Case Studies
Conclusion
Is Open Source ECM Right for Your Organization?
Criteria Proprietary Open Source
Extensibility X
Scalability X
Out of the Box Features X
Upgrade Ease X
Partner Ecosystem X
Extension Ecosystem X
Product Roadmap X
Caveats:
•A proper needs assessment is the only way to evaluate which is right for your
organization
•Not all open source ECM products are equal
CITYTECH’s Open Source ECM Product Experience
Conclusion
Look at an open source alternative such as Alfresco for your ECM initiative(s).
Make it easy for your users to use your ECM by looking at standardized
approaches for integration with enterprise applications such as CMIS, CIFS, etc.
Think about ECM in terms of enterprise content services to enable your content
to be an asset that is ubiquitously available in your enterprise.
Choose an ECM that leverages your existing technical mindshare
Choose a licensing model that does not constrict usage of the platform.
Drive adoption and realize higher ROI
Matt Van Bergen
Chief Technology Officer
312-673-6433 x111
mvanbergen@citytechinc.com
http://blogs.citytechinc.com/matt
http://twitter.com/mvanbergen
Web: http://www.citytechinc.com
Twitter: http://twitter.com/citytech
Blogs: http://blogs.citytechinc.com
Contact CITYTECH to setup a no cost onsite needs assessment to see if open
source enterprise content management would be a good fit for your organization.
Professional Services: Specializing in the design, development and execution of
highly available and scalable enterprise applications
Consultants: Average experience is 10 years
Offices: Located in downtown Chicago, IL
Goal: Strive for long-term partnerships with partners and clients
About CITYTECH

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The Case for Open Source Enterprise Content Management

  • 1. The Case for Open Source Enterprise Content Management May 26, 2010 Matt Van Bergen, CTO [email protected] http://www.citytechinc.com
  • 2. Agenda Enterprise Content Management Open Source Software Open Source Enterprise Content Management Open Source Enterprise Content Management Case Studies Conclusion
  • 3. Enterprise Content Management Defined Typical Components • Document Management & Workflow • Records Management • Collaboration • Web Content Management AIIM’s Definition
  • 4. Why Enterprise Content Management? Unstructured Structured ExponentialGrowth
  • 5. How Can Enterprise Content Management Help? Management unstructured content Collaboration Network drive replacement Compliance Document based business process automation Brand management / DAM Employee productivity Imaging Security of documents Business continuity And more!
  • 6. Agenda Enterprise Content Management Open Source Software Open Source Enterprise Content Management Open Source Enterprise Content Management Case Studies Conclusion
  • 7. What is Open Source? Development method for software that harnesses the power of distributed peer review and transparency of process. 70+ open source license types (i.e. Apache, GPL, LGPL, etc.) Big brands are counting on open source as a strategic advantage • Source code availability • Online support from community • No single vendor determining road map What is Enterprise Open Source? Technical Support Warranty and Indemnification Maintenance Releases, Patches and Hot Fixes Quality Assurance/Hardening Partner Ecosystem
  • 8. Why is Enterprise Open Source Software different than traditional software licensing? Fixed Variable Services/ Customization Hardware Hardware/ Software Proprietary License 100% Cost Reductions Services/ Customization Source: Larry Augustin (OSBC2004) Alfresco Proprietary Open Source Fixed Variable
  • 9. Enterprise Open Source Maturity Applications Application Platforms Application Runtimes Application Frameworks Today i.e. Spring Framework, Seam, Struts, etc. i.e. Red Hat Linux, JBoss, MySQL,etc. i.e. Alfresco ECM, Nuxeo, Liferay, GateIn, Jahia i.e. SugarCRM, OpenBravo MaturityLevel
  • 10. Agenda Enterprise Content Management Open Source Software Open Source Enterprise Content Management Open Source Enterprise Content Management Case Studies Conclusion
  • 12. State of Enterprise Content Management Today 35% ECM Shelfware 41% ECM did not live up to expectations
  • 13. Open Source ECM Drives Adoption – How, Why? Higher integration capability Simpler to scale Standards based Cost Model More Details…
  • 14. Service Oriented Architecture Compatibility Enable content everywhere in enterprise • CMIS • RESTful Services Low barrier to integration: • ERP Integration • Customer facing websites publishing • Network drive - transparent repository usage • Enrich social networking related content enterprise content • Support single brand across the entire company
  • 15. Scalability Horizontal scalability Leverage existing investment in Java Enterprise Edition application servers No special skill for system administrators JBoss, Tomcat, WebLogic, etc. Oracle, MySQL EnterpriseDB, etc. Standard Enterprise Platforms Proprietary Platforms Process Engine Content Engine Workflow EngineRM Engine
  • 16. Standards-based Based on mainstream technologies used in typical enterprise architectures. Specialized resources = higher cost Standard Enterprise Technologies (example based on Alfresco ECM) Proprietary Technologies
  • 17. Licensing Model Complex licensing and user based models stunts adoption Choose CPU socket based subscriptions CPU Based Licensing User Based Licensing Everybody Uses CMS Privileged Users Use CMS
  • 18. Open Source ECM: Increase in ECM Adoption Increases ROI JBoss, Tomcat, WebLogic, etc. Oracle, MySQL EnterpriseDB, etc. Integration Scalable CPU Based Subscription Standard Enterprise Technologies
  • 19. Agenda Enterprise Content Management Open Source Software Open Source Enterprise Content Management Open Source Enterprise Content Management Case Studies Conclusion
  • 20. Case Study: City of Chicago Business Process Automation Automate delegate agency contract business process Heavy document based workflow powered by Alfresco ECM (50+ process steps) Custom web based application front-end Zero cost scanner integration using Alfresco CIFS interface Friendly Alfresco CPU based subscription enabled quick adoption MySQL Custom Web Application
  • 21. Case Study: COR2 Technology Risk Management Portal COR2 Technology offers risk management capabilities via its Alfresco ECM native Share collaboration platform. Large construction management firms store and manage sub-contractors’ insurance certificates. Implemented custom risk management taxonomy and workflow Very few customizations – good feature match out of the box
  • 22. Case Study: Portal Document Management Integration Large university leveraged Alfresco ECM to bring best of breed document management to their faculty & student portal. Custom JSR-168 portlets backed by Alfresco Web Scripts 400,000+ users Clustered configuration LDAP integration
  • 23. Agenda Enterprise Content Management Open Source Software Open Source Enterprise Content Management Open Source Enterprise Content Management Case Studies Conclusion
  • 24. Is Open Source ECM Right for Your Organization? Criteria Proprietary Open Source Extensibility X Scalability X Out of the Box Features X Upgrade Ease X Partner Ecosystem X Extension Ecosystem X Product Roadmap X Caveats: •A proper needs assessment is the only way to evaluate which is right for your organization •Not all open source ECM products are equal
  • 25. CITYTECH’s Open Source ECM Product Experience
  • 26. Conclusion Look at an open source alternative such as Alfresco for your ECM initiative(s). Make it easy for your users to use your ECM by looking at standardized approaches for integration with enterprise applications such as CMIS, CIFS, etc. Think about ECM in terms of enterprise content services to enable your content to be an asset that is ubiquitously available in your enterprise. Choose an ECM that leverages your existing technical mindshare Choose a licensing model that does not constrict usage of the platform. Drive adoption and realize higher ROI
  • 27. Matt Van Bergen Chief Technology Officer 312-673-6433 x111 [email protected] http://blogs.citytechinc.com/matt http://twitter.com/mvanbergen Web: http://www.citytechinc.com Twitter: http://twitter.com/citytech Blogs: http://blogs.citytechinc.com Contact CITYTECH to setup a no cost onsite needs assessment to see if open source enterprise content management would be a good fit for your organization. Professional Services: Specializing in the design, development and execution of highly available and scalable enterprise applications Consultants: Average experience is 10 years Offices: Located in downtown Chicago, IL Goal: Strive for long-term partnerships with partners and clients About CITYTECH

Editor's Notes

  • #5: More unstructured content than ever and it is growing. Users used to google type searching for information
  • #6: Continuity - A strong continuity plan will show you that not all content is critical. Determine the most vital docs and provide DR around them. ECM allows you to manage this and throw away docs that are not vital to business.
  • #8: Technical Support Warranty and Indemnification Maintenance Releases, Patches and Hot Fixes Quality Assurance/Hardening Partner Ecosystem
  • #14: This is where we should talk about adoption driving ROI
  • #19: These four things foster adoption: (1) higher level of integration allow workers to leverage the ECM without incurring multiple steps in their daily work, (2) ease of scalability allows the system to scale to meet the higher usage rate, (3) standard enterprise technologies enable a larger talent pool for maintaining and supporting the system and (4) CPU based subscription over per user licensing gets the product into the hands of the real workers. ROI increases when adoption is increased: the more a system is used, the more content that is stored, the more the case that there is a 1 stop place for searching for content and the more chances that content can be re-used as is without replication and re-creation. When the entire organization leverages an ECM, the most ROI will be higher as processes will be more efficient and there will be less chance of the wrong content being shown to the wrong people.