Report Analytics Yields Real, Actionable Information

Today’s Guest Post by: Harvey Gross, C.T.O. Datawatchheadshotdatawatch

I’ve spent quite a bit of time, over the past month or so, talking to a variety of people on the topic of report analytics and realized that a common theme developed in most of my conversations.

To fully understand the theme, I believe it’s important to understand the major premise of report analytics. Report Analytics is a new name for a relatively mature technology and is all about extracting data from the information contained in business reports.

I use the different terms “information” and “data” purposely. Reports deliver data that is presented so as to be read by a human. To a certain extent, relevant information is provided solely by the fact that it is eye-readable. The position of the data on the page and its relationship to other data on the page is indicative of a hierarchical relationship. In other words – where the data appears can often-times indicate its relative importance, its sort order and its “belonging” to other data on the page. This positioning and referential integrity provides information from data.

Of course, the very fact that the structure of the report is necessarily static, it limits the use of the information in the report to the specific purpose that report was originally designed for. Even though the report may (and most likely does) contain data that can be used for other purposes and to answer other business questions, it is unusable in the originally designed format for anything other than its original purpose.

These statements, invoices and reports, stored in an Enterprise Report Management system like IBM’s Content Manager OnDemand (CMOD) serve the very important original purpose of providing a legal archive and record of transactions that can be used to answer legal and regulatory questions as well as the, perhaps more important – customer queries. But these stored documents can provide so much more.

So, back to the common theme… Although most of the people that I spoke with had knowledge of report mining, none really understood report analytics and the power of extracting data from the information contained in reports. Report Analytics is report mining taken to the next level – Extraction of data from the information contained in reports, invoices, statements, etc. and transforming, re-purposing and combining the data with information from external sources results in knowledge that can be used to gain additional insight, analysis and intelligence.

Learning more about internal processes, manufacturing time-lines, quality control, customer purchasing patterns, customer satisfaction levels and a host of other valuable information is readily available in the reports, invoices, Explanation of Benefits, statements, etc. that are produced on a normal everyday basis throughout business and industry. Timely acquisition of this verified, substantiated data can help increase revenue and reduce costs.

In many conversations, I had the gratifying experience of creating an “Aha!” moment. Recognition that the reports stored in CMOD could be used for data acquisition and not just data and information distribution is, admittedly, somewhat of a paradigm shift for many. But, once realized, it’s a paradigm that opens the door to reduced costs, improved operational reporting and a practical, pragmatic way to leverage existing infrastructure.

Datawatch will be present at IBM Insight 2014 booth #318.  Please stop by my session on Monday the 27th – ERM-5063A where I will be demonstrating Report Mining Server running on IBM’s Content Manager OnDemand.

For more information about Datawatch and IBM Content Manager OnDemand, watch this webinar On Demand today!

Insight 2014 is right around the corner!

Today’s post: Mohammed Attar, IBM Case Management Business Leader

We’ve waited all year for this: IBM’s Insight 2014 is now just around the corner. The culmination of all our hard work will be on display this year at the Mandalay Bay Hotel in Las Vegas. As you know, IBM ECM has recently earned the top competitive position in Gartner’s latest ECM Magic Quadrant, for the third year running. We plan to follow that up by giving you all a convention that is equally as impressive.

We have 27 Case Management sessions scheduled at Insight 2014 (Look for them as you register – all are prefixed by the letters “EAC”). These sessions consist of a wide range of presentations, case management experts, and guest speakers from various industries to share their success stories of how IBM Case Manager has helped their businesses succeed.@IBM_ECM will be tweeting out information on all of IBM Case Manager’s sessions at Insight throughout the next two weeks, as well as other information regarding Insight 2014.

Iinvite you to come out to the ECM keynote, “Smarter Content Now: To the Right Person at the Right Place at the Right Time” (CGS-7075A), on Monday the 27th at 2:00 PM over at Mandalay Bay H. This is a highly informative presentation that showcases the IBM ECM product line, new features, the value that it can bring to an enterprise, and particularly why IBM Case Manager is key in driving enterprises forward in today’s dynamic business world.

I also highly encourage you to visit some key case management sessions,including Senior Product Manager Dave Perman’s “What New in IBM Case Manager” (EAC-5522A) for a detailed session on what new in IBM Case Manager 5.2.1 and our “Expert Exchange: Case Manager” (EAC-7003A) session for an opportunity to meet and converse in a Q&A with the experts on IBM Case Manager. And, as always, the Case Manager team will have various IBM Case Manager Peds throughout the convention, where you can see demonstrations of the latest version of IBM Case Manager in various use-case situations.

As IBM’s Case Management Business Leader, I also encourage those that want to meet and discuss Case Manager and the future of case management to tweet me to set up a meeting at Insight 2014. I’ll see you all in Las Vegas!

Share your thoughts and let’s continue the conversation.

Biography:

mattar

Mohammed Attar joined IBM in 2006 as part of the FileNet acquisition. Mohammed has over 15 years of experience in the ECM space, and is currently serving as the IBM Case Manager Business, Product and Strategy Leader. Mohammed has extensive experience both in product development and management. Mohammed started his career as a Software Engineer focused Performance & Systems Analysis. He later spent time serving as a Product Manager over the IBM ECM Platform. In 2008, Mohammed led his first development team, and since then has continued to serve in a leadership capacity in the business. Mohammed was one of the original development managers responsible for the design, development, and delivery of IBM Case Manager. Mohammed holds a Bachelor of Science in Computer Science from California State University, Fullerton.

 

Don’t miss these Document Capture sessions at Insight 2014!

Today’s Post:Feri Clayton, Director of IBM Document Imaging and Capture Solutions

feri

We are getting very close to Insight starting next Monday, and it is time for building your agenda for the conference. As you are selecting the sessions to attend I would like to recommend a few that cover document capture related topics. You will hear some of our clients and business partners share their solutions, business benefits realized, deployment experience, and best practices that could help you and your organization. Here is my “top-ten” list in no particular order (well, there are 12):

1) “Building the Paperless Branch at Union Bank – Union Bank, Tue Oct 28 1:45 -2:45, Lagoon E, Session EDI-5246

2) “The Past, Present and Future of ECM Solutions at Banco do Brasil” – Banco do Brasil, Tue Oct 28, 4:30 – 5:45 Lagoon J, EDI-6281

3) “IBM Datacap Success at Centene” – Centene Corporation, Wed Oct 29, 3:00 – 4:00, Lagoon F, EDI-6780

4) “United Overseas Bank Eliminates Guesswork in Managing Unstructured Data with IBM Case Manager and IBM Datacap “ – UOB, Wed Oct 29 4:30 – 5:45, Lagoon J, Session EAC-6762

5) “IBM FileNet Content Manager and Datacap on the State Hub” (State of Hawaii), KPMG, Thurs Oct 31, 3:00 – 4:00, Lagoon J, EDI-7092C

6) “Witness the Next Generation of Loan Origination” – Imagine Solutions, Tue Oct 28 10:00 – 11:00, Lagoon E, Session ESN-5613

7) “Drop That Invoice! The New Solution for Accounts Payable Automation” – Datamolino, Mon Oct 27 10:15 – 11:15, Lagoon K, Session EDI-5751

8) “Reengineering Prescription Processing for Argentina’s Largest Government” – Worldline, Thurs Oct 30, 10:00 – 11:00 Lagoon H, Session EDI-6037D

9) “Union Bank Replaces Expensive Courier Service with Distributed Capture” Union bank, Thurs Oct 30 3:00 PM – 4:00 PM, Lagoon E, EDI-6214

10) “The Evolution of the Digital Mailroom” – Imagine Solutions, Thurs Oct 30 10:00 – 11:00, Lagoon E, EDI-5397

11) “Distributed and Secure Case File Capture” – Notable Solutions Inc. Tue Oct 28, 11:15 – 12:15, Lagoon E, Session EDI-6894

12) “ECM in the Public Sector: Improving Services and Productivity” – Imagine Solutions, Wed Oct 29, 11:15 – 12:15, Lagoon E, EAC-5610B

Insight is a conference well worth attending! This is my 9th time attending (it used to be called IoD until last year).

If you haven’t already, register for Insight 2014 at http://www 01.ibm.com/software/events/insight/

I look forward to seeing you there!

Drumroll, please: Announcing IBM Content Manager OnDemand 9.5

Today’s Post: Neil Parrott: Worldwide Offering Lead, IBM CMOD

I’m excited to announce the release of IBM Content Manager OnDemand’s V9.5 and some of the key new capabilities that help keep this solution the worldwide market leader. IBM Content Manager OnDemand V9.5 provides a number of new beneficial features to help organizations effectively capture, index, and deliver customer communications in order to reduce storage costs and optimize customer service, and manage the distribution of documents and reports used to run the business:

  • XML indexing: this new capability provides the ability to easily load, index, and retrieve XML documents from the Content Manager OnDemand repository. Additionally, once in OnDemand XML documents can be easily repurposed and transformed to meet specific end use case requirements such as document accessibility. XML indexing is available with OnDemand V9.5 at no additional charge.
  •  IBM Content Manager OnDemand Distribution Facility (ODF) is a new optional Content Manager OnDemand feature for managing reports and documents that get pushed or sent to users: ODF provides a new unified approach to report distribution that simplifies and automates the distribution of reports and documents to specific groups of users and notifies users when reports or individual documents are ready for them. ODF unifies and replaces the two prior z/OS and Multiplatform specific report distribution features to provide a brand new UI and feature/function commonality across CMOD Multiplatforms and CMOD z/OS.
  • Document loading through new JAVA APIs provides a new way to ingest bulk content into OnDemand : Now documents can also be stored through a new OnDemand Web Enablement Toolkit (ODWEK) Java APIs. Documents stored using ODWEK Java API are stored just as if they were stored using the traditional OnDemand batch loading process. This capability can be used to archive and store content from applications that generate high outputs such as Cognos Business Intelligence applications. OnDemand’s built in compression and storage optimization can provide a more economical archive allowing valuable space and resources to be freed up in the originating application.
  • Support for additional languages: With additional support for Russian and Turkish, Content Manager OnDemand now supports 26 languages.
  • Multilanguage support for folder names, folder descriptions and Holds: Users can now see the names and description of folders, cabinets and Holds in additional languages of their preference.

For more details about the new IBM CMOD 9.5 release,  please visit our announcement pages below:

CMOD for MP V9.5 announcement:

http://www-01.ibm.com/common/ssi/cgi-bin/ssialias?subtype=ca&infotype=an&supplier=897&letternum=ENUS214-453

CMOD for z/OS V9.5 announcement:

http://www-01.ibm.com/common/ssi/cgi-bin/ssialias?subtype=ca&infotype=an&supplier=897&letternum=ENUS214-451

Want to learn more about IBM OnDemand’s new update? Join us at Insight 2014! Hope to see you there!

 

The Information Governance Maturity Model: Part 1 – Insight, Knowledge, Information and Data

Today’s Post By: Tom Bishop, Chief Technology Officer, Director – Development, StoredIQ

Did you know? IBM StoredIQ 7.6 is coming out! Get the facts: IBM StoredIQ 7.6 Quick Facts

When we start to talk about data, we can talk about

breadthanddepth

“Information governance” is the PROCESS of understanding the breadth and depth of your data, and then being able to manage it against a wide variety of objectives to reduce risk, lower cost, and increase business results.

Every organization that creates or keeps data of any volume seems to struggle with the process of information governance.  Even IBM. After many years helping organizations tame the process dragon, we developed the Information Governance Maturity Model (IGM Model).  The IGM model can be used by an organization both to understand where they currently are, and to identify reasonable next steps by which a company can gradually, incrementally, and reliably achieve the level of information governance maturity they desire.

We typically envision the organization as follows:

ilgPic1Model

We think of the data as the bits and bytes of the situation. Typically managed by IT professionals, data can be any information: electronic data, paper, or anecdotal information from conversations and social media. This data is stored on and managed by hardware and software.

The information is managed by data entry professionals and knowledge workers.

Knowledge provides the framework and context for the data and information. Knowledge is typically the domain of business unit managers who leverage the information to make business decisions and garner profits.

Finally, insight refers to the tactical decisions that can be made based on knowledge. These decisions are typically made by C-level executives at first, but the data-savvy organization will try to push this type of knowledge and the decisions based on that knowledge down into the organization over time.

When these four pieces of the enterprise work together to manage data, manage processes, and make decisions, information governance becomes more “mature” (repeatable, reliable, and predictable). However, most organizations find themselves fragmented at first:

ilgPic2Model

Misalignment and fragmentation can create confusion amongst responsible parties

Beyond just simple fragmentation, different units may end up in contention, redirecting each others activities as they each try to pursue their own objectives. This can and often does result in uncoordinated effort that creates competing initiatives within a business.

Anecdote: Why fragmentation can cost you time

We once helped a customer migrate their data from one system to another. After helping a client with a large data migration problem, the CEO was confused and frustrated about why some information was lost in the migration. After months of conversations about the feasibility of maintaining this information, the CEO brought the company’s system administrator into the conversation. The system administrator quickly clarified the issue, and confirmed that since the two systems utilized different databases with incompatible formats, it would not be possible for a migration to preserve certain data. Had the system administrator been present during the initial design of the information governance solution, the system administrator could have helped avoid the loss of this information.

In order to save your organization time, money, and headaches, it is crucial for stakeholders from each of the data, information, knowledge, and insight branches of an organization to work together to create a holistic information governance process and to make informed decisions around information governance.

If you’re ready to start managing your information, and take steps to a more mature information governance process, learn more about our latest release of StoredIQ 7.6. 

Quick Facts about IBM StoredIQ v. 7.6

Come visit my session on the Information Governance Maturity Model at IBM Insight 2014.

 

A Business Leader Perspective: What the new IBM Datacap can do for your Business

Post by: Feri Clayton, Director of IBM Document Imaging and Capture Solutions

feriBusiness documents are at the heart of every organization’s key business processes… from account opening and lending to claims processing and policy underwriting in financial services, to processing social services, permits, licensees and taxes in government, to patient admission, discharge, medical claims , and processing prescriptions in healthcare. And then there is invoice processing and HR file management in every industry. Many organizations are striving to create a cost effective, flexible, and scalable approach for document capture.

The paper problem has not gone away… 73% of all documents received by a typical organization is still paper, mail and faxes. However, we see a transition to electronic document capture from a variety of channels like email and mobile devices. As such, the traditional centralized back office capture of paper documents is being complemented with distributed capture from any device anywhere. The key is to be able to start processing documents as close to the point of creation as possible. A good example is capture automation at branches and remote offices using multi-function peripherals (MFPs) and mobile devices. This eliminates the need to ship paper every day via couriers – major cost saving, and also faster processing of customer requests.

IBM Datacap is a state-of-the-art document capture solution that covers variety of use cases, from simple to very advanced, with proven return on investment results. Datacap addresses the challenges of today’s document capture.

Now, what is new? I am writing this note to let you know about version 9.0 of Datacap we just announced today, Oct 21, 2014. This is a game changing release! There are several key themes. Most importantly, the Datacap user experience has been completely revamped – Datacap now leverages Content Navigator for it user interface and this means consistent user experience from capture, to content management, to case management and the rest of IBM ECM family. There are also new tools designed for business analysts to configure applications quickly and easily. Full set of new web services APIs enable capture functions as-a-service, to be consumed from any line of business application such as case based solutions built with IBM Case Manager. There is so much more to cover! Look for additional blogs from me in the coming weeks as I go deeper into capture topics.

By the way, are you attending Insight 2014 at Mandalay Bay Conference Center in Las Vegas Oct. 26th- 30th? If so, join me in my session

Tuesday, Oct. 28th, 3:00 – 4:00 PM, What is new with IBM ECM Imaging and Capture Solutions, ADI-6734, Lagoon J

 

This is a conference well worth attending. If you haven’t already, register for Insight 2014 at http://www 01.ibm.com/software/events/insight/

I look forward to seeing you there!

A Business Leader Perspective: What IBM Content Manager OnDemand can do for your Business

Today’s Post by: Feri Clayton, Director of Document Imaging and Capture Solutions

feri

Many organizations are striving to create a flexible and scalable approach for managing and distributing customer communications (i.e. bills, statements, correspondence, check images, benefits summaries, etc.). As you may know, IBM Content Manager OnDemand is the market leading software for enterprise report management and web-based statement presentment. It is known for its amazing scalability and high performance. Let me share some examples. CM OnDemand is very efficient in storing documents… we are talking about compression ratios of 30:1 (read drastic storage savings). You can store billions of documents, and retrieve 3,500 items per second – that is fast!

Now, what is new? I am writing this to let you know about version 9.5 of CM OnDemand we just announced today, Oct 21, 2014. There are several great capabilities introduced in this release. One of the highlights is XML support. It provides the ability to easily load, index, manage and retrieve XML documents with CM OnDemand. You can now archive XML transactions from your business systems into CM OnDemand, in addition to PDF and print outputs. A couple of sample use cases are SEPA for the exchange of Euro payments, and to help enable compliance with accessibility requirements such as Americans with Disabilities Act (ADA).

OnDemand now speaks 26 languages! We just added Russian and Turkish. Content Navigator is the state-of-the art user experience for CM OnDemand. Look for the latest release of Navigator shipped in September for UI enhancements. There is a lot more… you can read this Solution Brief. Download it today!

Are you attending Insight 2014 at Mandalay Bay Conference Center in Las Vegas Oct. 26th- 30th? If so, add these sessions to your agenda:

Monday, Oct. 27th, 11:30-12:30 PM, IBM Content Manager OnDemand Product Update, ERM-4162A, Lagoon J

Tuesday, Oct. 28th, 11:15-12:15 PM, Optimize Customer Service and Reduce Costs with IBM Content Manager OnDemand, ERM-6427C, Lagoon F

Tuesday, Oct. 28th, 1:45-2:45 PM, Why Should XML Archiving Matter to You?, ERM-6763A, Lagoon K

This is a conference well worth attending. If you haven’t already, register for Insight 2014 at http://www 01.ibm.com/software/events/insight/

I look forward to seeing you there!

 

Announcement: Datacap 9.0!

Today’s Post: Mark Martin,Advanced Document Imaging and Capture Offering Manager

Today is an exciting day for all of us who work with IBM’s Advanced Document Imaging products as we announce IBM Datacap version 9.0. We have put a tremendous amount of work into this new release. We think customers looking for a capture solution will be impressed with the breadth of capabilities provided by IBM, and we think existing customers will agree that Datacap v9.0 makes it easier than ever to create and use capture applications.

Ease of use is important because the document imaging and capture landscape is changing. We are seeing a shift from the centralized scanning operations to a more distributed and mobile model. No longer is it necessary incur the cost and delay of shipping documents for batch processing. Instead, documents are being captured right at the point of origin – in the bank branch, retail outlet or government client service center – as part of the business process.

To be successful in this distributed model, capturing documents must be easy for non-specialists, and capture applications easy to configure by business analysts, and not require programmers. To that end we’ve updated FastDoc to be a new point and click interface for configuring capture workflows. And for end users, Datacap has joined the move toward a standardized ECM user interface with support for capture within IBM Content Navigator.

But capture does not stand alone. So, we have also enhanced our imaging and capture integration across our own IBM ECM portfolio to make it easier for you to work with multiple products. In addition to supporting IBM Content Navigator as a common client, Datacap v9.0 has much better support for IBM Content Manager, and enhancements to the integration with IBM FileNet Content Manager. And, with Content Management Interoperability Service (CMIS) there is support for a broader selection of non-IBM repositories you may have as well.

Datacap v9. It’s a big release, with lots of good things.Come and attend the below session at Insight 2014 where Patrick and I will present the best of everything that Datacap 9.0 has to offer.

October 28-Tuesday -11:15 AM- 12:15 PM, Lagoon B, Session EDI-4169B:  It’s Time for Another Look At IBM Datacap
Speakers: Mark Martin, IBM Datacap Offering Manager & Patrick Chesnot, IBM Datacap Product Manager

See you at Insight 2014!

Announcing IBM Enterprise Records v5.2: An All New User Interface & More

Today’s Post By: Servando Varela, Program Director, Marketing and Strategy for Information Lifecycle Governance

IBM announced the release of IBM Enterprise Records V5.2 on October 14, 2014. With this release of IBM Enterprise Records we are pleased to unveil an all new web-based user interface based on IBM Content Navigator. IBM Enterprise Records can help an organization automate all record-based activities by supporting the entire lifecycle of records from creation to disposition. The new and improved IBM Enterprise Records interface will enhance our existing ZeroClick technology by further reducing the number of clicks required to execute records management tasks, thereby improving the efficiency of records management teams.

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Imagine your business enhanced with the new IBM Enterprise Records user interface based on IBM Content Navigator.

IBM Enterprise Records V5.2 provides a number of additional features, beyond the new web-based user interface, to help organizations meet their records management needs, including:

  • IBM Content Manager Enterprise Edition (CM8) integration improvements for enhanced IBM Enterprise Records performance that speed implementation timeframes, reduce records management application footprints, and improve ongoing maintenance. This new integration with IBM CM8 removes the requirement for Content Federation Services and provides a highly scalable records management implementation to meet the demands of the largest IBM CM8 systems.
  • Performance improvements for large-scale record operations through lighter weight containers and automatic workflow enhancements.
  • Reporting improvements include new functionality that allow users to declare IBM Enterprise Records reports as a record. IBM Enterprise Records includes IBM Cognos® Business Intelligence so organizations can run the included reports. Crystal Reports will continue to be supported, as in previous versions.

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Additionally, the latest version of IBM Enterprise Records contains improved interoperability with IBM Global Retention Policy and Schedule Management. This integration enables records management organizations to:

  • Define, manage, and publish retention schedules for all information (not just records in a formal repositories) in order to reflect business value
  • More easily manage efforts to comply with significant differences in country laws
  • Efficiently connect and communicate with a broad community of records stakeholders
  • Streamline schedule updating and approvals
  • Provide business people direct web access to their own segment of the retention schedule
  • Produce data source-specific retention schedules automatically to improve execution-in-place across more of the disparate information environment

Once retention schedules have been defined and approved in the IBM Global Retention Policy and Schedule Management application, they can be automatically sent to IBM Enterprise Records and applied to actual documents or records.

IBM StoredIQ helps users sort through large volumes of content from disparate data sources, identify critical records, and clean up ROT. With IBM StoredIQ organizations can gain insight about their data and quickly get a view of what data is stored in their unstructured data environments through data analysis, visualization and auto-classification. Once the data has been analyzed, IBM StoredIQ can take action on the data to apply consistent policies for data storage and governance. IBM StoredIQ can help organizations with their records management, eDiscovery, data governance, data cleanup, data curation, compliance, storage rationalization, big data, platform migrations, and data center consolidation needs.

For more details about the new IBM Enterprise Records v5.2 release please visit our IBM Announcement page.

Want to learn more? Join us at ARMA 2014 and Insight 2014.

ECM Experience and Platform At IBM Insight 2014

Today’s Post By: Daniel Hernandez, ECM Cloud & Content Business Leader

How can you bring real productivity tools for content collaboration to your organization to make sure that everyone is more efficient?

At previous IOD conferences, we have talked about the strength and power of content as one of the drivers to this efficiency, and it being unleashed with the right experience platform.

Specifically, IBM Content Navigator.

This year, at IBM Insight 2014 not only will we be speaking about IBM Content Navigator and the work we’ve done with our “on prem” solutions like FileNet Content Manager and Content Foundation but we will also be talking about the new addition to the ECM family of products; IBM Navigator.

All of this, and a lot more will be discussed in the sessions listed under the ” ECM Experience and Platform” track.

There are a number of sessions, but of note I’d like to make you aware of three in particular:

Monday starts with the ECM keynote at 2:00, Smarter Content Now: To the Right Person at the Right Place at the Right Time (CGS-7075A) and continues at 3:30 is the IBM Enterprise Content Management Products and Solutions Strategy session (EEP-6611A)

Tuesday at 10:00 is The Unparalleled ECM Experience – IBM Content Navigator Update (EEP-6206A) and be sure to also come to our 1:45 session Industry Leaders, IBM ECM and SoftLayer Deliver Trusted Content Anywhere with IBM Navigator on Cloud (EEP-5498A).

Wednesday at 11:15, don’t miss Integrating IBM Content Navigator Into Your Enterprise (EEP-4578A) and at 4:30, No Moss with IBM Enterprise Content Management on the Cloud (EEP-6783C)

Finally, on Thursday at 3:00, The Essential Platform Behind Essential Content (EEP-5646A)

Follow the discussion as we drive to IBM Insight 2014 on Twitter.

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We look forward to seeing you there.