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‘Life after Optical’

‘Life after Optical’. David Redman Principal Sales Engineer. Vignette & Optical Storage Storage requirements facing today’s Businesses Vignette Corporate Enterprise Archive Vignette & HP Legacy & Vignette IDM Migration Options Conclusion. Agenda.

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‘Life after Optical’

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  1. ‘Life after Optical’ David Redman Principal Sales Engineer

  2. Vignette & Optical Storage Storage requirements facing today’s Businesses Vignette Corporate Enterprise Archive Vignette & HP Legacy & Vignette IDM Migration Options Conclusion Agenda

  3. When we first implemented corporate archives: UNIX was the only ‘real’ operating system Windows O/S did not exist Specialist graphics cards were required Server disks of 512MB were expensive and rare Optical storage was the only option Back in History

  4. Vignette and HP Optical Storage

  5. Magnetic Disk Storage Capacity Comparison

  6. Reliability Performance Scalability Sequential writes Physical drives Single arm Server room space Administration Cost of media Migration to latest format Disaster Recovery & Backup Data Deletion Optical Challenges

  7. The explosion of unstructured data is one of the biggest challenges facing business today. The Rising Importance of Enterprise Content Management • The quantities of documents, images, email, Web content, audio and video are all growing at an astonishing rate. • Within corporations, unstructured data currently accounts for 80 percent of a company's overall data, and the amount of unstructured data in a company is doubling every two years.

  8. IDM / VRD Repository Vignette Imaging and Workflow: It’s not just about paper anymore… eMail Photos Video Reports, Statements Fax Chat Images CollaborationSessions Forms Web Content Office Documents E-Forms PaperRecords

  9. Unstructured Content Explosion

  10. Availability of business knowledge Infrastructure resilience Usability & Accessibility of information Performance & scalability Regulatory Compliance Data Protection Act / FSA / MiFID Records Management Influence Desktop Integration Legal Holds Disposition Export Today’s business storage requirements

  11. Information Architecture Single Source of Truth Centralise not Silo Life Cycle Management Application Architecture Configure NOT Build Open Standards SOA / Web Services BPM Messaging / Integration & Case Management Today’s business storage requirements (cont’d)

  12. Information Delivery • Capabilities: • Personalize • Contextualize • Application • Fulfillment • Collaborate Information Demand Chain The Enterprise Challenges Information Management • Capabilities: • Capture • Manage & Produce • Publish • Retention • Disposition Information Supply Chain

  13. Public Internet Employee Intranet Self-Service Extranets Notification Services Records Management Retention Management Integration Services Identity ServicesLDAP, Single Sign-On Developer Services Archival Storage Repository Storage(RDBMS) ‘Corporate Enterprise Archive’ Services Capture Search Retrieval & Format Case Management Document Management Business Process Management Enterprise Content Management Interfaces Portal & Web Applications Roles/Group Based Security Library Services Auditing Reporting Repository

  14. Southern Pacific Mortgage Ltd • About Southern Pacific Mortgage Ltd (SPML) • A subsidiary of Lehman Brothers, SPML was established in 1996 to supply mortgage services through specialist vendors. Operating from offices in Kensington and High Wycombe, SPML employ 400 people within the UK. SPML is one of twelve organisations to hold the Financial Advisers 5 Star Service Award. • Challenges • To update existing business processes to enable all customer records to be held and processed electronically. • SPML had to meet with UK regulation requirements set by the FSA, which demand that mortgage lenders retain records of all customer history, from start to finish of the relationship. • To provide all staff with immediate access to required documents, removing the need for costly off-site storage of paper based materials. • The introduction of an audit trail for all supporting paper documents and internal process, eliminating the need for time consuming manual administration procedures. • Solution • After a detailed review of their processes and Vignette’s product offering, SPML engaged with Vignette in 2002. Combined with a proven history in the mortgage sector, Vignette’s flexibility and commitment to the project fulfilled all initial project requirements, whilst displaying the functionality to expand with the organisations needs. Results • Since introducing Vignette IDM, SPML has increased customer service levels by 40%. This number is expected to increase further during the next year as SPML benefit from increased efficiencies. • Vignette IDM enables additional volume of loans to be processed at no extra cost. • All customer files are now managed electronically, enabling staff to immediately find all the information pertaining the loan and effectively respond to customer queries. • SPML is able to meet the requirements set by the FSA, both now and into the future. • There are future plans for the creation of enhanced customer self service functionality feature, including the introduction of direct debit services.

  15. ACE International Insurance ACE Insurance provides its 9000 employees across 50 countries with instant access to policy holders’ insurance accounts. The company’s automated system has reduced policy processing times dramatically. Currently over 8 million documents are in the system saving the company over 20% on floor space alone. ACE has seen a drastic increase in the number of policies written and an increase of 185% in revenue with no additional cost.

  16. Transforming Customer No-Service Stroud & Swindon Building Society in the UK specializes in loan processing. The helpline went from double digit abandonment to 85% first time resolution rates with faster access to documents. A quieter, calmer environment imaged over 1.8 million documents in 27 months. Filed paper was reduced from 4,000 to <50 per month freeing up space and increasing productivity by 20%.

  17. Student Loans Company Limited The Student Loan Company is the sole issuer of student loans in the UK with a loan book totaling over $1.7 Billion. The 800 staff members at the 2 different locations are able to track and prioritize cases, automatically able to retrieve data, and return customer documents without additional staff needed. 600,000 loans are issued annually to a customer base of 1.8 Million in the UK.

  18. Vignette Portal Vignette Archive Rendering Services DocumentCapture RetentionManagement Vignette/HP Compliant Information Desktop HP FSE BusinessApplications Web Services Imaging / Case Management / Search / E-Mail Archiving LOB Applications Vignette & HP Integration - FSE SOAP + WS-Security WSRP NAS

  19. Vignette Portal Vignette Archive Rendering Services DocumentCapture RetentionManagement Vignette/HP Compliant Information Desktop HP RISS E-MailCapture IDM Web Services Web Services Imaging / Case Management / Search / E-Mail Archiving Vignette & HP Integration - RISS SOAP + WS-Security WSRP StorageManager

  20. Document Enabled Line Of Business Applications Vignette Integrated Document Manager Repository Cache DocumentCapture Win32 Client Browser Client ActiveX Citrix Web Services HP RISS E-MailCapture Vignette IDM Integration - RISS StorageManager

  21. Legacy DocumentManagement System Vignette File SystemEmulation HP ILM(RISS / FSE) Migration from Legacy Document Management LAN/WAN LAN/WAN Meta Data Meta Data Content

  22. Legacy DocumentManagement System Vignette File SystemEmulation HP ILM(RISS / FSE) Option 1: Replacement LAN/WAN LAN/WAN export import TempArea Meta Data Meta Data Content

  23. Legacy DocumentManagement System Vignette File SystemEmulation HP ILM(RISS / FSE) Option 2: Embrace & Expand • Legacy system becomes read-only • Documents retrieved on demand • Background migration of archive subset • Controlled legacy system decommission LAN/WAN Legacy Link Meta Data Content

  24. Vignette IDM Vignette IDM Migration • Controlled Migration • Jukebox becomes read-only • Capture to RISS / FSE • No change to Meta Data LAN/WAN HP JukeboxManager RISS Storage Manager Cache /FSE Meta Data Content HP RISS

  25. Reliability Performance Scalability Sequential writes Physical drives Single arm Server room space Administration Cost of media Migration to latest format Disaster Recovery & Backup Data Deletion/Management Optical Challenges Magnetic Benefits

  26. Global Partnership Standards based solutions Hardware Applications Operating Systems Proven Track Record Certified integrations Single platform for Document Management and Enterprise Content Management Simple migration strategy Vignette & HP Summary

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