Introducing Enterprise Content Management (ECM) at School?

When I was in school content management mostly consisted of storing my documents in a three-ring binder. If I could keep the papers for each of my classes organized between the color-coded page separators for a whole semester it seemed like a real victory. Archaic as that may appear today, when you think about it, learning those content organization skills was preparing me for work in the “modern office” of the time. At least I learned not to pinch my fingers in binders or open more than one upper filing cabinet drawer at a time.

Obviously, a lot has changed in decades since I was in grade school. More and more students are using online resources to supplement the learning process in addition to tracking and reporting on their progress. Learning or, course management systems are rapidly replacing traditional methods of content delivery and introducing fundamental changes into how students and teachers interact.

Students using today’s online learning management systems are also developing the skills they will need to succeed beyond the classroom. In less than a few years, IDC expects that over 70% of US employees will interact with their managers remotely. These workers will depend on a variety of content management tools to help them collaborate and work together across distances and time zones. They will probably expect to have access to tools like the one’s that allowed them review a lecture online or participate in a class discussion remotely.

While it may seem strange to discuss students using content management systems at school, that’s exactly what they are doing. Over 85% of higher education institutions have adopted an LMS standard and a growing number of K-12 districts are doing the same. Among the many advantages these systems offer, managing and sharing content online is fundamental benefit. As a result, students are learning how to access, create, modify and collaborate on learning materials at younger and younger ages.

Just as I learned to organize my own documents and later access others in the school library, today’s students are discovering new ways to search for information online and associate it with their own academic histories. As parents already know, it’s not unusual for class projects to be published on web pages these days. In fact, a growing number of students are now maintaining their own web portfolios, often using the same systems that help manage their class work. The concept of re-using content between applications or business processes won’t be foreign to these digital natives.


What does all of this learning management system experience mean for the ECM industry and the workforce that depends on its technology? A significant opportunity for change, I suspect. The common metaphors we use for organizing information are changing as content becomes more complex and abundant. Metadata is becoming more important to content discovery while file and folder hierarchies seem ever more cumbersome. Just think of how you last searched for rich media content (a photograph, perhaps?) on Google (Picasa) or Facebook.

My understanding of storage hierarchies and taxonomies may become as useful as my old three-ring binder as search technologies become more capable and our applications produce more useful metadata. This could be good news for ECM applications. It might allow them to become more flexible and easy to use, just like the web-enabled learning and social networking technologies that students are becoming comfortable with today.

It’s reasonable to expect that tomorrow’s knowledge workers will need to become even more efficient than today’s and ECM technologies should help support that demand. As students continue to gain familiarity with content management via their work with learning management systems, it will be interesting to observe how that experience shapes their expectations in the workplace. At a minimum, I expect that the mobility afforded by web applications will be demanded at the office.

A Web 2.0+/social network-guided education experience may also prepare future employees for a very different office computing and content management environment than we’re familiar with today. Who knows, that might leave hierarchical filing systems and the computing technology that’s enforced them back in the closet with my old binders and hanging file folders. I would at least expect it to increase demand for similar learning management solutions to support continuing education in the workplace. That’s something we’ll need to look into next time.

Until then, you can learn more about learning and content management beginning at www.blackboard.com. Regards, Jim

ECM in the Cloud - Data Still Under Your Control?

Let’s face it; there are still some documents we just don’t want to leave anywhere but in a fire-proof safe or a deposit box at the bank. The challenge only increases for businesses or larger organizations. Unfortunately, the status of some banks has become questionable lately and frequent natural disasters are a tough reminder that physical media storage can still be risky.

The advantages of electronic document storage have been well chronicled. The value of backed up and redundant document storage is undisputed and the benefit of accessing documents over the web has become well appreciated by many. However, many organizations unable to deploy their own document management, or ECM systems have not rushed to adopt hosted, or online document management services as an alternate method to improve document security.

Some businesses may simply be unwilling to permit vital content to be stored outside their domains. Organizations in some regulated industries for instance are prohibited from doing this at all. For many others businesses though there exists a need for secure, web-enabled document storage that most software as a service (SaaS) ECM solutions cannot address very easily.

These organizations are often larger than typical SaaS ECM customers. Many already support their own IT infrastructure including standard security and user authentication methods, email and other business-specific computing services. As these companies have grown they’ve experienced common challenges associated with managing arrays of networked servers, storage systems and the increased demands of a mobile workforce.

As these businesses investigate options to improve service delivery and streamline IT budgets, outsourcing content management and storage can appear attractive. However, requirements for system customization and integration can often exceed the capabilities of the best SaaS providers. For organizations with transient user communities, such as academic institutions this can be particularly challenging. Frequently changing user identities and roles can pose a significant risk to the institution and its content.

So, how can an organization leverage the benefits of a hosted ECM service without discarding its security and technology investments? As you might have guessed, the solution may consist of a hybrid approach commonly referred to as “managed hosting”. It offers a virtual private data cloud for clients which can be customized to integrate directly with their authentication and security standards, as well as other applications. While it may not offer the same shared economies as SaaS solutions it can still provide significant cost savings, even from individually managed instances of a hosted application.

Managed hosting ECM clients can enjoy a variety of cloud-like operational benefits, as well as a level of personalized service not typical of SaaS solutions. In addition to not having to hassle with owning and operating ECM systems themselves, managed hosting customers can expect a level of application expertise better suited to their own business. It’s not unusual for managed hosting providers to specialize in select vertical markets so that they gain performance efficiencies of their own. This focused service model contrasts with the more common one-to-many plan offered by most SaaS vendors.

Customized integration, on-demand system scalability and guaranteed service delivery agreements are each designed to help keep the ECM managed hosting customers in control of their business without having to continue to worry about how and where documents are stored. Some service providers even go a step further offering remote system monitoring applications and dedicated systems engineers to ensure that clients know exactly what’s happening with their data 24x7.

For growing businesses, managed hosting offers clients a unique opportunity to evolve their applications as their needs change. For example, if a client decides they want to integrate certain application plug-ins or 3rd party modules the services provider typically can help them do that. More often in the SaaS environment customers must wait until the SaaS vendor determines that new service features are appropriate for the majority of subscribers.

Don’t expect that hosted ECM solutions will cost as little as SaaS options though. That’s almost like comparing a well-tailored suit to a mass-produced alternative. However, for organizations which have become more complex and especially those concerned with maintaining the greatest degree of control over their data as possible, managed hosting may prove to be an attractive option. 

I wouldn’t forget about SaaS altogether. It can be a good way to experiment with ECM delivered as a service. It may also be well suited to meet the needs of specific departments within organizations not yet ready to begin a complete migration to a new ECM solution (whether it be hosted, or on premise).

Blackboard and Xythos recently introduced its of own set hosted ECM solutions intended to leverage Blackboard’s successful history of worldwide service delivery and the uniquely scalable and distributed capabilities of Xythos technology. This service could be particularly attractive to highly mobile and geographically distributed organizations. Of course, knowing that it’s delivered with 99.7 uptime guarantees including multiple and redundant daily backups will probably help comfort the control freaks as well.

You can learn more about it here.

Earth Day and Content Management (ECM)

For many of us who are at the office and won’t have the opportunity to plant a tree today, here’s an idea – why not save one instead? The net benefit to the environment is about the same and you may even discover ways to continue the process in the future, which could yield even greater earth-friendly benefits.

So, what’s the catch, you’re probably wondering? Nothing sneaky. I promise. Just some tree-saving ideas I’ve collected from my ECM colleagues here at Xythos that could help get you and your business greener without too much pain or suffering.


Easy ECM Steps to Greener Document Management

• Use duplex printing – in theory, this can reduce paper consumption by up to 50%!
  
• Eliminate banner printing – according to our friends at Gartner, this can yield savings of up to $33,000 per year for a typical 1,000 employee organization.
  
• Exchange documents via the web vs. courier services – this can cut $10-$15 per transaction, depending on your service contract fees.
  
• Adopt a print on demand office policy (vs. print and distribute) - a variety of industry analysts estimate this can produce up to 30% cost savings in mid-larger-sized businesses.
  
• Print to fax servers – for legal and healthcare organizations this is a great way to eliminate printing those pages that don’t require client or patient signatures.
  
• Use web conferencing and ECM to collaborate on important projects and documents – the average business trip can cost over $400 per day per employee and that doesn’t include airfare. Web technologies can reduce the carbon impact of business meetings by over 80%, Gartner researchers estimate.
  
• Store documents and records online – Sure, servers consume some energy but its nothing compared to the amount required to transport, cool, heat and protect physical documents – which of course, had to be printed to begin with!

The best enterprise content management (ECM) solutions have migrated to the web and are easier than ever to use. Web services, like Xythos on Demand make getting started a simple, five-minute task. It’s a lot less work than digging a hole in the ground and you can enjoy the benefits as much as the environment will. Why not get greener and give it a try? Visit the free Xythos Test Drive today.

Xythos ECM Zimlet for Yahoo Zimbra Now Available!

While it seems like we’ve been talking about this Zimlet for a long time, it’s right on schedule and ready for you to try out now. The new Xythos Zimlet is ideal for integrating advanced document management functionality with Zimbra Collaboration Suite using easy Web 2.0 functionality.

If your organization is looking for a secure method to share documents among Zimbra users or maintain a compliant Zimbra email archive, the Xythos Zimlet is definitely worth checking out. You will need Xythos Digital Locker or Xythos Enterprise Document Management Suite version 5.0 or higher to use the Xythos Zimlet.

If you want to learn more about the new Xythos Zimlet visit.

http://www.xythos.com/solutions/integrations_xythoszimlet.html

There’s a nice recorded web demo there that will give you even more ideas about what you can do with Xythos and Zimbra together.

Facebook, Linkedin, YouTube, Xythos and Enterprise Content Management

As a technology marketer I’m feeling virtually bombarded by offers to learn how to master Web 2.0 technologies and social networking tools in order to remain relevant amidst the economic chaos of 2009. If you read half these solicitations, it would appear that traditional advertising and communications strategies have achieved a state of irrelevance, lost in our new multi-channel, multi-media world.

After spending so much effort and time focused on discovery, search optimization and living for keyword ranking results on Google, I’ve almost wanted to dismiss the more obtuse elements of community marketing. It’s not that we haven’t been engaged. We’ve got channels on YouTube and groups on Linkedin and Facebook thanks to more adventurous staffers at Xythos, but I wasn’t convinced yet.

That changed for good when I attended Educause 2008, the annual IT summit for the world’s colleges and universities. As usual, we had prepared for the event with pre-show mailings and other marketing campaigns intended to increase activity at our booth and the various seminars and events that we were hosting. In fact, in order to measure our campaign return on investment (ROI) we asked each attendee to identify what prompted them to visit us during the event.

About 11% reported that they had learned about Xythos, or one of our planned activities at the conference via a social networking site. Wow! I thought when I learned about this data. No, it wasn’t a huge percent, but as an organization we had hardly begun to invest in these networks. Equally important, the total cost of that investment was an incredibly small part of our marketing budget, even for that particular event.

This got me thinking and quickly planning in a different way for 2009. Being discoverable is still ultimately important, once prospective customers begin seeking solutions. However, it’s becoming more obvious that the process of becoming aware of, and learning about new ways of doing things is changing rapidly. Social networks on the web would appear to be important catalysts of that evolution particularly as they relate to the discovery of new technologies.

We’ve already been busy testing the hypothesis this year. While it’s a bit soon to draw conclusions, we’re beginning to see more supporting results. We’ve increased our production of rich media including recorded videos and audio podcasts in addition to updating blogs (like this one) more frequently. We’re using the social networks to promote this content and attempting to develop communities of interest around it.

For some of you, this might already appear obvious and old fashioned, but in the “serious” world of enterprise software marketing it hasn’t seemed all that common. As a result, these activities have helped improve search and discovery performance for some of the keywords and phrases important to our business. We measure these results using Google analytics and by monitoring inbound email and telephone requests.

If you’re wondering how all of this relates to enterprise content management, I can tell you without a doubt that many of our activities related to creating and managing rich media could not have happened very easily without an ECM system. For example, we develop and record audio and video content in multiple locations and need to share it quickly. Individual files can easily exceed 100 Mbs and would be prohibited from our company email system. Instead, we store them in shared folders within Xythos’ EDMS where all participants can see them, be notified when they change, etc.

Our ECM system also serves as our staging area for the main Xythos website essentially allowing us to proceed from concept to publication for all the content we create. Integrated collaboration and workflow tools help us to better automate the process and we make sure to use the version control features as well. Most importantly for our team, we’ve integrated our use of email with content management so that we dialog about projects in messages that include links to our media stored in Xythos. This relieves our email system significantly and makes accessing and sharing files a whole lot easier.

Of course, there is a penalty for having an easy to use ECM system and rich media authoring tools. Fear! Creating and distributing rich media content on social networks has become absurdly simple. While that may be OK for teens on YouTube or Facebook, it can be quite scary for corporate marketers. Fortunately, our ECM system promotes a healthy editing and review process, although its still no guaranty of quality. However, given some of the early results we’ve seen, I guess we’ll just have to swallow some pride and practice, practice, practice.

So, what’s your experience been like using rich media and social networking sites for your business or organization? Do you have any good stories you’d like to share?

Gmail Offline! Online Document Management to the Rescue?

Yesterday another Gmail outage was reported to last somewhere between two and half to four hours. That’s disappointing. I really like Gmail. It’s usually responsive, gives me all the storage I want and I can access it from any of my devices – when it’s available. I even use Google Gears to get offline access to Gmail - for when I’m disconnected, not Google.

So was yesterday’s outage a problem? Not really for me. Gmail is a secondary service in my workday where I must still survive in an Entourage/Outlook/Exchange environment. However, if I were operating my own small business or was employed at one of Google’s larger enterprise customers that might not have been the case.

I’m not really going to complain about Google’s quality of service. Every organization’s email, whether hosted or on premise has its challenging days. I’ll tip my hat to Google for providing Gears as a free work-around for when either one of us is “off-line”. However, I’m still worried about the rest of my stuff. Without Gears for Google Docs, and other Google Apps, I might be unable to share contracts, invoices or other important documents. At least if I had a local copy, I could use other online services to collaborate during Google downtime.

Google Gears is a good first step towards online data synchronization and will probably help plenty more organizations get comfortable with the idea of trusting web services to manage growing parts of their business. However, until we can all be certain that 24x7x365 web access is, in fact guaranteed, we’re going to need Gears-like functionality for lots of other data too.

This is not a trivial challenge, particularly if you consider that a lot of business is still conducted using desktop applications not yet ready to migrate to the cloud, including Google’s version of it. For now, we live in the early transition stage of cloud computing where some basic and generally appealing apps like Gmail or Salesforce have migrated up, while many others still linger on the desktop.

Both application categories will need synchronization assistance to ensure anytime data access. Desktop applications can benefit from having their data backed up and protected in the cloud while cloud based services will occasionally require offline access. An online storage synchronization client may be a useful compliment to Google Gears for caching non-Google data managed by other web services. This can allow users to continue to use desktop applications, store and share their files in the cloud, and replicate them on the desktop – just in case.

If you’re not familiar with these kinds of tools, I recommend checking out South River Technologies WebDrive and our own Xythos Drive. Both of these web clients can help automate the synchronization of files between a web service, like those provided by Xythos EDMS and the desktop. The key benefit here is that the user’s relationship to their data is reversed. The cloud-based application becomes the primary data store while the client system becomes the secondary data cache – particularly useful if that system is a vulnerable laptop.

If you don’t already have access to an enterprise content management (ECM) application why not try Xythos on Demand? It’s an easy and free (for 30 days anyway) way to experience what its like to safely store and share your documents online. When you use the service in combination with Xythos Drive I think you’ll immediately appreciate what it means to have someone (or in this case something) else doing all the busy work of synchronizing your files for you. Best of all, if Gmail sputters again you’ll have disaster recovery plan already in place!

As always, please let me know what you think about it. Jim

Google Follows Xythos and Zimbra Offline

I know, it sounds sort of odd doesn’t it? However, headlines about Google going offline were all over the tech news sites this week. I think it’s interesting that the world’s largest provider of web services recognizes that a key barrier to increased service adoption is customer concern about online service availability. After all, isn’t the web supposed to be there for us 24x7x365?

Obviously, there’s more to it than that. Having anytime access to your data is certainly important, but knowing that you have control of it is even more critical. I suspect that is one of the reasons more businesses have not adopted Google Docs of Gmail. The fact that these services are still labeled “Beta” probably doesn’t help either.

There will probably always be times that we cannot be connected to the web. Whether that’s in an airplane or simply some WiFi dead zone at a hotel, “no service available” is a message that’s still all too common. Google Gears is a good first step towards addressing these issues, but I’m not sure it means now is the time to discard our desktop applications altogether.

Perhaps there will soon be a time when web apps replicate on my desktop regardless of their connection status and that will be good enough. Today however, I find myself continuing to return to my desktop for programs that can respond acceptably and generally offer me a greater degree of control over how I manage my data. To be fair, I think this is also a function of the maturity of my desktop apps vs. newer web-based alternatives.

However, as my job leads me deeper into the world of rich media the demand for improved application performance multiplies rapidly. I’m already enjoying many of the new features in iLife ’09, but I recognize that even though they leverage web data more, there’s little chance they could perform satisfactorily as web services alone. So, while I applaud Google for addressing the offline challenge, I consider it to be a fast moving target they may not catch up with.

Larger and more complex data files demand faster microprocessors and more sophisticated software. As a result, I benefit from using the latest desktop software from Adobe and Apple while considering my sixteen-month-old Macbook to be somewhat obsolete. This became abundantly clear as I struggled to publish twenty minutes of HD video for our web sites this week.

I need a seamless online and offline connection from my desktop to web servers in order to publish and preserve my output. This is where Internet “bridge” technologies, like Xythos Drive make sense. Xythos Drive synchs my data locally for offline work and lets me perform those tasks with the applications of my choice, whether from Adobe, Microsoft or whoever. That’s the best of both worlds for me when we’re talking about rich media.

When we’re talking about more lightweight collaboration (Email, messaging, etc.) Google is definitely getting better at addressing my needs. However, I like Zimbra Collaboration Suite a lot too and they’ve offered an offline solution for quite a while already. Zimbra has also partnered with Xythos to integrate enterprise content management (ECM) into their popular Outlook alternative. I think that make plenty of sense, particularly if you’re collaborating around rich media!

Gmail continues to improve and I certainly feel like a beneficiary of that. Google could also benefit from considering how users would like to better integrate their desktop lives online and what better solutions their web services can offer in that regard. As a fan of Blogger, I have high hopes.

How are you bridging the divide between what you do on your desktop vs. the web? Please let me know.

The Almost Paperless Office: My Desktop 2.0

I know, this subject seems as old as the hills, but look at your desk right now. What do you see? I’ve got a pile of reports in one corner; a bunch of receipts and an invoice opposite those, plus two folders, a magazine and some software boxes. There’s not much room for anything else with my new iPhone charging (again!), laptop, monitor and lamp occupying the remaining real estate.

The problem is that I just described my home office desktop. My other office desktop doesn’t look much different, mostly more of all the same items, just in different location. So, what’s the problem? Paper mostly… and me. Let’s address the easier part first - paper. While I’ve gotten a lot better making sure that the things I interact with in the electronic world are stored online, I’m not so good with physical stuff, particularly documents. I need to do a much better job of remembering which items I need and bring them with me when I switch offices

Wait a minute, you say. You’re in the ECM business. Why aren’t you using some of your industries’ own tools to address this problem? Doctor jokes aside, I confess I seem to treat my desktops just like my garage – almost as if storage (for everything) is limitless. Worse, when it no longer seems like there’s any more space I simply purge, disposing of almost everything with rapid abandon. Talk about an easy way to loose important documents or files.

So, what can I do about this? Get a small desktop scanner? Yes! Use the MFP in the hallway connected to the company network? Yes! Lose the folders on my desktop that give me the false sense of organization and safety? Definitely! If I can store every document I write and photo I take on the web why should I allow myself to be a victim of the antiquated delivery choices of others? Sure, it seems like an extra step to scan, but if I send those files right to my ECM system, then I’ve tackled some immediate and potentially significant issues.

OK, so let’s talk about problem #2 – me. Sure, everything I’ve just prescribed to address my cluttered desktop is technically possible, but that hasn’t stopped it from persisting. I need more motivation. How about a convenient place for my coffee cup? A lighter weight briefcase? Better yet, the absence of fear that I’m here and the documents I need are…. “Oh !&@%&^@! still over there! Yup, I think that alone justifies the cost of my inexpensive desktop scanner.

Is anything missing? I need to make sure it’s easy to scan to the web – like one button easy. Oh, and it would be really cool when I did scan my documents if they could be stored with the same attributes as other files in the folders I send them to so that I can stay better organized. That would certainly help minimize my security fears and maybe even help automate things a bit more.

Does this technology provide enough improvement to really make me change behavior? If its really one button easy, then I get the benefit of being able to access all of those “old” paper documents wherever and whenever I want. Nice. I can also stop worrying about where they are because my web storage is pretty inexpensive and I really don’t have to think about getting rid of them anytime soon. As and added benefit, it’s a whole lot easier to share these documents with my co-workers at a moments notice. I don’t even have to walk over to the fax machine or MFP anymore to do that.

Want to try out my clean and modern desktop for yourself? It’s simple. Find an MFP in your office or buy a desktop scanner for your home office. Many cost less than $100. Then choose a web service to scan your documents to. Of course, make sure the service provider is reputable, can meet your security requirements and offers an easy way for you to get your documents back – just in case.

Ready to start now? Try Xythos on Demand www.xythosondemand.com if you’d like to experience an easy to use Web 2.0 service (SaaS) solution for managing your documents. It's free for the first 30 days and if you like it, you can continue using the service for as little as $29.95/month for up to five users, including all of the document storage you’ll probably ever need. You might even clear enough space for a modern new desk lamp like I did!