New Updates to the IBM Case Manager Mobile and IBM Datacap Mobile Apps

I am delighted to announce that we have just released updates to both our IBM Case Manager Mobile and IBM Datacap Mobile Apps. Mobile users of both apps are able to work more efficiently and effectively with the new tools and features we have introduced in these updates. The new versions of the apps are built to improve mobile user experience as well as to better complement their respective desktop experiences.

IBM Case Manager Mobile V1.0.0.1

There have been several key updates and improvements to our IBM Case Manager Mobile app. The app now optimizes the roles and in-baskets visualizations to help display work that is most relevant to the case worker’s role. Case workers can also use mobile-specific property layouts that better complement their desktop property layouts. We have also released a Case Manager Mobile SDK that allows customers and business partners to quickly create their own Case-enabled mobile apps.

case 1 case 2 case 3

IBM Datacap Mobile V9.0.0.3

With IBM Datacap Mobile, we have updated the app to include several key features to allow mobile capture workers to process documents more quickly and effectively. Some highlights include zonal OCR – which allows the app to quickly scan and automatically read specific zones of the document. We have also introduced on-device barcode auto-classification and separation, which allows the app to quickly identify the page type and classify it as such. We have made the corresponding changes to the Datacap Mobile SDK so that these new features can be implemented into Capture-enabled mobile apps.

datacap 1 datacap 2 datacap 3

These updates are available today on the Apple App Store and Google Play Store.

Remember to check out our free mobile trials to see firsthand how these apps can help your enterprise:

IBM Case Manager Mobile

IBM Datacap Mobile

As a bonus, check out this newly-release IBM Datacap 5-minute demo that highlights IBM Datacap Mobile in the insurance claims process and the replay of the IBM Case Manager Mobile live product demo that demonstrates the value and features of the app in the commercial real estate loans process.


profile picAnthony Huang joined IBM in 2014, working on IBM Case Manager on the IBM ECM Product Management team. In his current role, Anthony manages the ECM Mobile offerings, ensuring the continuous process of strategic planning, development, and delivery of world-class enterprise mobile applications. Anthony has a Master in Business Administration from The Paul Merage School of Business at UC Irvine, and has a professional history in sales, operations, and product management.

IBM Datacap: A Tech Preview

Today’s Guest Post: Mark Martin, Senior Offering Manager – IBM Capture and Imaging, IBM Analytics

IBM’s Datacap team has just released our quarterly product update, version 9 Feature Pack 3. You can see a complete list of the new features by visiting this IBM Datacap support page, but I did want to highlight a specific feature – integration with Box – that we have included as a Tech Preview.

As you may know, IBM (the leader in Enterprise Content Management), and Box (a leading cloud content and collaboration solution) announced a global partnership in June. Since then, we’ve been working on new solutions that provide business value to our clients including enabling solutions that bring together document capture and collaboration. The results of that work are starting to emerge – IBM Datacap 9 Feature Pack 3 includes a Tech Preview of Datacap interoperability with Box.

This is compelling on many levels – and you have probably lived one of the use cases: You have a requirement to collaborate with both internal staff and external partners or customers, and you need a secure place to put specific documents to facilitate that collaboration. However, getting documents into the collaboration environment is a manual process that involves moving files one by one or in small batches. How does Datacap help?

Datacap is a sophisticated document capture system that allows an organization to automatically ingest and process incoming documents independent of the channel – paper, faxes, emails, MFPs, mobile devices, or documents in existing repositories. Datacap can identify document types, extract key business information from them, and deliver those to any line of business solution or document repository. Datacap enables solutions such as loan processing, claims, benefits requests, customer service, human resources, invoice processing, and much more.

Today Datacap can export documents to all types of repositories. In this Tech Preview you will find the same capability for exporting documents to Box. So now, documents coming into your organization can be processed by Datacap and the documents and metadata can be automatically exported to Box. Suddenly, building complete document sets in the collaboration environment has become much easier.

What if the work process is the other way around? Your team is working in Box and has a lot of content already there, and at some point you want to do some further processing. For instance, you just received a set of new documents from your customer via Box. You might need to extract information from these documents to use as metadata in Box, make them easily searchable, or perhaps when documents are marked “Final” you want to extract information from the documents and attach the documents to a workflow or move to a system of record. Again, prior to our Datacap integration with Box, doing this work took manual steps. Now, in this Tech Preview you’ll also find capabilities that help meet that second use case – for processing documents that originate in Box. Datacap can monitor Box folders, pick up and process documents, extract information and then either pass the document and metadata back to Box or store it to another system like FileNet Content Manager, IBM Content Manager or IBM Case Manager.

Let the collaboration begin!

We’re excited about bringing Datacap’s enterprise capture capabilities to Box users. It’s another example of how we are moving capture to a distributed model and making it easier for users to automate document processing services in context of their work. We’re sure Box enterprise users will find Datacap capabilities very useful and we look forward to helping you explore them. The official release of IBM Datacap and Box integration is coming soon.

Learn more about Datacap by visiting

IBM Case Manager and Box: Integration to Work Smarter

Today’s Guest Post: Rob Constable, Senior Product Manager – IBM Case Manager, IBM Analytics

IBM and Box announced a global partnership back in June, bringing together the undisputed leader in Enterprise Content Management and the industry’s leading cloud content and collaboration solution. Since the announcement, there has been a lot of exciting talk about this partnership and what it means for the future of ECM. While the Box partnership presents a lot of opportunity for both Box and IBM customers, I’m particularly excited about what this partnership will bring to world of Case Management.

Case Management is all about helping people to work smarter. Using data, process, people and analytics, case solutions provide visibility and insight to make more informed decisions that improve business outcomes. With the upcoming release of IBM Case Manager, integration with Box will allow you to easily locate and pull in relevant Box content into case applications, or post a case document directly to box – all without leaving the case environment.

Imagine you are a loan officer at a bank, working with a client on a new loan to help them pay for a new car. There are a lot of documents involved before you can cut your client a check, and many of those documents will need to be reviewed and approved by your client. Using Box and IBM Case Manager, you can post those documents directly to a Box folder for your client to review and approve. Once your client approves and signs the documents, you can retrieve that updated document directly from the Box folder within the case environment. The integration with Box works both ways, allowing you to pull documents from Box into a case, or post a case document to Box.

Many organizations rely on Box to securely store and collaborate on content. With this new Box integration, you can use IBM Case Manager to simplify and streamline those processes that rely on Box content to improve productivity and business outcomes. Since Case Manager includes advanced workflow and analytics, you can easily route Box content to the right person at the right time, drawing insights from the content in Box to make better business decisions.

I’m really excited about this partnership with Box, and it shows how we continue to develop capabilities in Case Manager that our clients can use to improve the way work gets done. While the integration will be available later this year, please view the IBM and Box Partnership website to learn more about what to expect from Case Manager and Box.

Don’t forget the IBM Insight conference is coming up at the end of October in Las Vegas. At Insight, you can learn more about the Box and IBM partnership, as well as other exciting things going on around Case Management.

Intelligently manage your Box migration with IBM StoredIQ

Today’s Guest Post: Ted Barassi, Offering Management, Information Lifecycle Management, IBM Platform Analytics

Are you considering a migration to Box but don’t know where to start? Do you have an overwhelming amount of data throughout your enterprise that needs to first be understood and assessed prior to the move to the cloud? Don’t worry, you are not alone.

Many clients are encountering the same situation – overwhelming amounts of legacy content on various file shares and locations that they need to figure out how move intelligently into Box. Rather than migrate all of that data indiscriminately, you want to apply judgment, insight, and understanding to what data you move, where, and why.

Fortunately, effective today with IBM StoredIQ, you now have a very easy way to do that. You can access and analyze over 75 different data sources and move that data into Box efficiently, making the most of your high value cloud & governance solutions.

This powerful integration supports a number of use cases, including:

  • Assessing what you have today and where it lives
  • Cleaning up legacy file shares and Microsoft SharePoint document libraries
  • Classifying data that has business value
  • Getting rid of the redundant, obsolete, and trivial information and then moving only what you need to Box

The IBM StoredIQ integration with Box combines two powerful technologies to put power and choice in your hands. Gain flexibility in where and how you store your content while remaining assured that you are maintaining your organization’s governance policies. Gain confidence from an extensible platform that will grow with you and that has the power to provide insights to your data where it resides today, tomorrow, and in the future.

We’re excited to be working with Box. Come take a look to find out more:

IBM Content Navigator Now Supports Box

Today’s Guest Post: Ian Story, Program Director, Enterprise Content Management, IBM

Today is a significant milestone for IBM Enterprise Content Management – we have added support for Box to IBM Content Navigator. With this support, IBM continues to deliver on the goal of Content Navigator as a single place to work with all of your business content, even for hybrid use cases with existing systems connected to Box in the cloud.

As a part of IBM Content Navigator 2.0.3 Fix Pack 5, released today, in addition to supporting IBM ECM repositories natively, and third party repositories via CMIS, clients can now configure a new type of repository – Box. To be clear, this is native support for Box, using Box APIs, and it represents a major step in the IBM and Box partnership that we announced in June.

Once you have configured a Box repository, what will you be able to do? Well, for starters, of course you can sign in, browse, search and view documents in Box, but we didn’t stop there! We have also added the ability to create new folders and documents in Box, and of course, check out / check in documents as well. Content Navigator also takes advantage of social capabilities in Box like tagging and commenting, so you can enrich your content and make it easier to collaborate than ever before.

The most important part of this however is not the features and functions, it is what this means for a business user. If you’re already using Content Navigator, you can now use the same experience to work with your content in Box, right alongside your existing enterprise content. If you’re a Box user, you now have the power of Content Navigator and its simple configurability to create custom views (we call these “desktops”) to your content in Box. For instance, you can create a “desktop” that is tailored to only allow searching and viewing, and does not allow for other actions to be performed (browse, add, etc.). You can then take that desktop and brand it with your organization’s look and feel, and then embed it into a portal or custom application, all without writing any code! And of course, If you’ve already built custom desktops using Content Navigator, you can now expose Box as a part of those, too!

Curious to see this exciting integration in action? Check out the demo video here.

The net here is that Content Navigator continues to be THE place to work with all of your content, whether in an existing enterprise content management system, in the cloud in Box, or both. Along with the announcements already made around Datacap and StoredIQ, this is just the start of what IBM ECM and Box will build together in the partnership, and it lays the foundation for many more exciting things to come…if you want to see this in action, and learn more about what is coming next, make sure you come to IBM Insight 2015, at the Mandalay Bay in Las Vegas on Oct 25-29th!

An Unfinished Stairway – Connecting Our Content Foundation

Jay Cavanna, enChoice, Senior Product Manager


In a blog titled “Shared Content Foundation – A Healthy Organizational Habit,” Aliye Ergulen (link here) discusses how most organizations have adopted some variant of ECM technologies at the department level and raises the question “What is holding organizations back from using shared content services in the same way that a family uses shared household services?”  The main principles or tenants of a “shared content foundation” have always been about breaking something down—destruction of walls, gaps, the proverbial silo to achieve the holy grail of ECM adoption.  360-degree view.  Access to all content in the enterprise.  Connections from our systems of engagement. Integration. But yet, our inner Bob Vila (link here ) screams out and says “this DIY gig takes time, and money, and skills that you don’t have.”

In order to realize gains in our shared content foundation investments we need to connect these so called data silos. IBM Content Navigator has provided a user experience platform that allows us to connect our fledging ECM investments by allowing access to multiple content repositories. IBM Content Navigator also provides us with structures and tools that help us connect to information within our systems of engagement.  And lastly, IBM Content Navigator provides us with a consistent interface for accessing and using all our ECM investments from one single user experience (UX).

But before we can provide a 360-degree view of information, enable access to the entire spectrum of project content from idea to design and finally procurement, or connect to content from the system of engagement or line of business (LOB) system – we need to channel good ole’ Bob.  We have to do some configuration, write some code, and possibly modify the user experience to meet the needs of our users.  Now we are left with decisions.

Can we build or enhance our IBM Content Navigator experience to deliver what today’s user requires?  A familiar look and feel, for example. Or integration with our LOB systems. Oh, and don’t forget to take into account that this all needs to be delivered yesterday and leverage our shared content foundation investment. So the answer is maybe. Or maybe not. Yesterday is already two days ago.

“Are you ever going to finish those stairs?”

“Someday,” I carefully mumble out of ear shot as I contemplate a more vocal response and the looming project of completing the staircase in my home. Almost two years ago, my wife ripped up the carpet from our stairs in the same violent way you might remove a bandage from a wound that has finished healing.  It was now up to me to connect our two floors with some artisan-built structure “since the hard part was already done.”  Ok, that might be a bit much, so we’ll just settle on some hardwood that matches the first and second floors I already installed—but I seem to be paralyzed. I have never done this kind of project before. The pre-made stair treads are pretty expensive, and paying someone for their interpretation of my vision seems like such a misuse of resources. Now if I only had the time….

It’s quite easy to see the parallels between the staircase in my home and the implementation, adoption and usage of an enterprise-wide shared content foundation. It’s also easy to see the same pitfalls. Time-to-solution can still make or break ECM projects. 30-70% of project effort and dollars are typically spent integrating to and from line of business systems or systems of engagement, when in reality what users require for widespread adoption is a user experience that is both familiar and purposefully built to their needs and expectations.

enChoice KwikWork UX and KwikWork Integrator products were purposefully built to help enterprises overcome some of the obstacles and hurdles encountered when deploying and using a shared content foundation.  Built upon the IBM Content Navigator user experience platform, KwikWork takes shared content foundation to the next level so companies can deliver that 360-degree customer view or access content from their system of engagement. Instead of trying to be the consummate DIY’ers, companies can leverage an available solution or an off the shelf product—supported and tested to help end the paralysis and start connecting the shared content foundation one silo, wall or bridge at a time.

Maybe I should have spoken up and said “Yea, if only there were an easy solution for replacement stairs.”

Visit enChoice at IBM Insight to learn more about KwikWork UX and KwikWork Integrator. You can find us in booth #850 or hear our customers talk about how they use KwikWork at session 3452A on Wednesday, Oct. 28 at 10:30am in South Pacific H, or at session 3649A on Thursday, October 29 at 9:45am in South Pacific G.  You can also visit our website to learn more.

Case Management @ Insight 2015: Focus on Insurance

Today’s Guest Post: Misty Ahmadi, WW Content Marketing Manager, IBM Case Manager

Last week I shared the exciting banking –focused case management sessions that you can expect to find at Insight 2015. This week, I’m equally as thrilled to share with you an insider peek at another industry track at Insight – Insurance.

Throughout the ECM insurance sessions, you’ll find a range of client presenters sharing about their experiences with cross portfolio ECM solutions. The insurance industry will also be featured in the Expo Hall at the insurance peds – come on by to learn even more!

For those interested in IBM Case Manager and insurance, you’re in luck. There are a few sessions that will focus specifically on how a great case management solution can improve your insurance business. I’d like to share three sessions I’m particularly excited about.

ACE Insurance and their business partner Vega ECM Solutions will share how they were able to automate regional financial and shared services processing with IBM Case Manager. They were able to have a global rollout of a scalable, industrial strength finance application and will have a great presentation on their methodology and technical details of the rollout.

If you’re interested in learning how a case management solution can help your business gather a holistic view of content through the entire policy lifecycle, we have a great session for you! By introducing an advanced case management solution, the property and causality division of Great American Insurance Group is streamlining content and processes to help teams work together faster, more effectively, and more productively.

We’ll also have a featured session on how the combination of IBM Case Manager and Kaltura Video Navigator allows the addition of video assets into existing case management procedures. Those in insurance know that video recordings of an accident scene, a deposition, or a field visit are valuable assets to speed up and improve case resolutions. This exciting session will describe how to integrate video assets along with other claim documents in a unified case workflow.

It’s not too late to register for Insight 2015, which is taking place in Mandalay Bay, Las Vegas on Oct 25-29th. After registering, be sure to reach out to me on Twitter (@heytheremisty) and let me know what ECM session you’re most interested in attending. I look forward to seeing many of you there!

insight 2015 register today

Case Management @ Insight 2015: Focus on Banking

Today’s Guest Post: Misty Ahmadi, WW Content Marketing Manager, IBM Case Manager

Can you believe that Insight 2015 is just around the corner? Those of us behind the scenes have been working since March on selecting and perfecting Enterprise Content Management sessions, labs, and demos. We’ve selected a great selection of ECM related content by focusing on representation from a spread of industries and clients that will speak directly to the audience about their experiences using ECM solutions.

All of the ECM solutions are well represented throughout the industries, but as an IBM Case Manager marketing team member, I am particularly excited about the opportunities that clients and business partners will have to learn about our case management solutions within each industry. Over the next few weeks, my teammates and I will share all the must-see case management sessions and help you start thinking about the best way to organize your Insight session attendance!

Our first industry focus is Banking. Throughout the ECM banking sessions, you’ll find many presentations give directly by the banking clients and learn firsthand their experiences with a total ECM solution.

For those of you interested in specifically learning about case management and the transformation it supports within banking, I invite you to attend a session by MUFG Union Bank titled “Transforming Transaction Banking with IBM Case Manager, IBM Forms, and PLX.” This session will discuss how MUFG Union Bank, NA faced the challenge of increasing sales penetration to corporate clients, while maintaining costs. By strategically partnering with IBM Business Partner Pyramid Solutions and McKinsey & Company, the bank was able to focus on four key improvement areas and use advanced case management to transform operations and sales.

Want to learn even more about improving customer service while driving costs down with an IBM Case Manager solution? Spar Nord Bank will be presenting a session titled “Devote More Time on Your Customers while Driving Down Costs with IBM Case Manager.” In order to have a 360 degree view of their customers, Spar Nord Bank turned to a case management solution to not only improve data quality and reduce time for business processes, but to also improve better customer service.

It’s not too late to register for Insight 2015, which is taking place in Mandalay Bay, Las Vegas on Oct 25-29th. After registering, be sure to reach out to me on Twitter (@heytheremisty) and let me know what ECM session you’re most interested in attending. I look forward to seeing many of you there!

insight 2015 register today

IBM Named a Leader for ECM Business Content Services

Recently, IBM was recognized as a leader in The Forrester Wave™: ECM Transactional Content Services, Q3 2015. I am proud to announce that IBM ECM has continued to sustain this huge momentum as it was also named a leader in another Forrester Research recent report – The Forrester Wave™: ECM Business Content Services, Q3 2015.

Forrester classifies “Business Content” typically as content that originates inside the enterprise whereas “Transactional Content” as content that originates outside the enterprise. In this report, top analysts evaluated IBM products based on its “Current offering,” “Strategy” and “Market presence.” IBM received the top score for “Current Offering” due to our breadth of tool set, usability, ease of adoption and fit for managing collaborative business content.

With the growing volume and variety of content arriving at a greater velocity, managing business content has become a Forrester Wave ECM Business Content Quote 1business imperative. At IBM, we are determined to create the most effective solutions with a consistent user experiences for our partners and clients. IBM Content Foundation not only enables our customers to integrate with third party ECM platforms and solutions through custom application development APIs and tools, but also provides full content lifecycle, document management, and case management capabilities. Through strengths such as assessing the changes in the industry, moving key ECM applications to the SoftLayer cloud, and responding to customers’ requirements, we are able to continuously enhance our products to better suit changing business needs.

Additionally, by offering better interoperability between ECM products irrespective of vendor, we are able to constantly provideForrester Wave ECM Business Content Quote 2 our clients and customers with Smarter Content options for improved business value and reduced costs. Through seamless integration of our products such as IBM FileNet Content Manager and IBM Content Manager OnDemand, we continue to provide flexible and scalable solution for all types of content, enabling our customers to meet their specific business requirements.

I am very excited and proud of this recognition and believe that it strengthens our focus on creating the most effective and innovative solutions to satisfy our customer’s changing needs. We look forward to continuing this momentum into Insight 2015 and the rest of 2015.



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 the IBM Director of ECM Products & Strategy. 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.

Taking Your Work Mobile

Today’s Guest Post: Trent Shupe, Portfolio Marketing Manager, Case Management and Smarter Process

I work from home, as many of my colleagues do. It’s a trend that continues to grow as technology enables us to do more and more things remotely. As mobile continues to grow we can do many of our job functions from the palm of our hands. It really is amazing how mobile technology has radically changed the way things get done. How many times have you been on the road, and needed to take a call or send a work email? It happens all the time.   For me, in my marketing role, working remotely is a convenience. It saves me time travelling back and forth to the office and allows me to work flexible hours in the comfort of my home.

For other jobs, working remotely is a necessity and has a direct impact on an organization’s financial performance. Field workers, for example, have a critical need for performing their work remotely. They often need to access information that is impractical to carry around or not yet final, they need to respond to customer inquiries on the spot, and often need to submit tasks or documents while in the field.

In addition to being able to check on information from the home office or on pending applications, field-workers need to also send information back to the office, such as photos, video, measurements or newly completed applications, and need to collaborate with coworkers in real time, just about wherever they happen to be located.

Workers can use their mobile devices to do online research as well or to contact colleagues or experts to answer questions on the spot and update cases on the fly. Mobile location services add another element of utility, enabling workers to check on other projects in the area before they leave.

This is where mobile case management can help. Case Management is all about improving the way work gets done, and with a mobile application, you can take work with you in the field. You can expedite processes and procedures, increase customer loyalty, and improve collaboration between field-workers and the office. It can play a key role in enhancing the customer experience and boosting productivity in your organization.

If you want to learn more about mobile case management, check out our free trial of IBM Case Manager Mobile.