1. Vendor Landscape: ECM for Knowledge Workers (CMKW)
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2. Introduction
ECM for knowledge workers (CMKW) is moving from a set of tools for ECM to a platform for ensuring productivity of knowledge workers.
This Research Is Designed For:
This Research Will Help You:
Enterprises seeking to select a solution for CMKW.
Those with a CMKW use case that may include:
Organizations that need to facilitate the sharing of documents within and between different departments. Sharing may have to occur across sites and time zones.
Organizations that struggle with the overall lifecycle management of documents, including retention, access, and findability.
Organizations that need to support analytical processes across process workers and knowledge workers.
Understand what’s new in the CMKW market.
Evaluate CMKW vendors and products for your enterprise needs.
Determine which products are most appropriate for particular use cases and scenarios.

3. Executive Summary
Info-Tech evaluated eight competitors in the CMKW market, including the following notable performers:
Champions:
OpenText, offers a comprehensive ECM solution that can handle both CMKW and process generated content.
EMC, has the most complete solution for CMKW from mobile creation to records management.
IBM, Content Enterprise Connections Edition provides an excellent collaborative, yet secure environment.
Value Award:
Nuxeo, while not as complete out of the box as the champions, the platform can provide a complete ECM solution.
Trend Setter Award:
Alfresco, a wide variety of both enterprise and user acquired applications that have named connectors ensures that all content types can be managed by the enterprise.
Cloud created content is still an issue:
The ability to control content stored in the cloud is still difficult. Vendors have either partnered with cloud vendors or have built their own clouds to deal with the problem.
Re-convergence of process and knowledge:
Many CMKW vendors are bulking up their process offerings to compete across the these two content types. Most vendors lack the strong workflow to adequately support robust process management.
Compliance versus productivity is becoming a user choice:
BYOD is bringing additional content stores and creation applications to the enterprise. Vendors are discriminating their offering based on a system of engagement for productivity versus system of record for compliance.
Info-Tech Insight

4. How to use this Vendor Landscape
There are multiple ways you can use this Info-Tech Vendor Landscape in your organization. Choose the option that best fits your needs:
Vendor Landscape
Free Guided Implementation
Do-It-Yourself
Use this Vendor Landscape to help you complete your purchasing decision. The slides in this VL will walk you through our recommended evaluated vendors in this market space with supporting tools and deliverables ready for you to make your decision.
We recommend that you supplement the Vendor Landscape with a Guided Implementation.
At no additional cost to you*, our expert analysts will provide telephone assistance to you and your team at key milestones in the decision to review your materials, answer your questions, and explain our methodologies.
*Guided Implementations are included in most advisory membership seats.

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6. Guided Implementation points in the CMKW Vendor Landscape
Book a Guided Implementation Today: Info-Tech is just a phone call away and can assist you with your evaluation. Our expert Analysts can guide you to successful technology selection.
Here are the suggested Guided Implementation points for the CMKW Vendor Landscape:
Section 1: Shortlist Assistance and Requirements
Get off to a productive start: discuss the market space and how vendors are evaluated. Decide on which deployment option suits you best and narrow down the options based on customized requirements.
Section 2: RFP and Budget Review
Interpreting and acting on RFP results: review vendor RFPs and ensure the solution is meeting your needs. Discuss average pricing of solutions and what can fit into your budget.
Section 3: Negotiation and Contract Review
Purchase optimization: review contracts and discuss best practices in negotiation tactics to get the best price for your solution.
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To enroll, send an to or call and ask for the Guided Implementation Coordinator.

7. Market Overview How it got here Where it’s going
Economic and technological upheaval reduced many enterprise’s appetite for large systems.
At the same time, knowledge workers demanded document access from anywhere, including their own mobile devices.
CMKW addresses a subset of ECM technology: document management, collaboration, information organization, information governance, and – to a limited degree – workflow.
The single largest force for change has been the widespread adoption of SharePoint. This has forced other vendors to acknowledge the need to provide simple integration.
The 3 Cs, cloud, consumerization, and communication, will continue to shape ECM technology.
Mobile technology, particularly tablets, as well as social functionality, continue to be development priorities for all of the ECM vendors.
These trends are forcing enterprises to adopt a multi-tier content management strategy: mission critical ECM for process workers and a separate solution for knowledge workers.
Many organizations view this type of ECM platform as a necessary home for high risk collaboration. Look for this to expand as the messaging capabilities of these platforms mature.
Look for an alteration in the market into a two tiered “Enterprise Information Management” and ECM for productivity.
As the market evolves, capabilities that were once cutting edge become default and new functionality becomes differentiating. Search and version control have become a Table Stakes capability and should no longer be used to differentiate solutions. Instead focus on BPM and disposition to get the best fit for your requirements.

8. Vendor Landscape selection criteria: market share and functionality
ECM for knowledge workers continues to evolve. Vendors have started to move beyond just document management and social tools to enable user workflows and simple processes.
For this Vendor Landscape, Info-Tech focused on those vendors that have a strong market presence and/or reputational presence among mid to large enterprises. The pricing scenario considers an enterprise with 1,000 knowledge workers.
Alfresco. The preeminent open-source provider is quickly gaining mind share due to its functional footprint.
EMC² Documentum. The long-standing innovator that is expanding its functional footprint into new areas.
HP WorkSite. A leader that has extended its technology for discovery through aggressive acquisition.
IBM Connections Enterprise Content Edition. A constant innovator that offers detailed compliance tools for sophisticated enterprises.
M-Files. A strong document management solution that is expanding into all content.
Microsoft SharePoint. A disruptive influence in the CMKW market, but not a complete solution.
Nuxeo. An innovative platform that appeals to those enterprises that are looking to build information using applications.
OpenText Content Suite. The deepest technology portfolio in the industry.
Included in the Vendor Landscape:

9. ECM criteria & weighting factors
Product Evaluation Criteria
Criteria Weighting
Features
The solution provides basic and advanced feature/functionality.
Features
Usability
The end-user and administrative interfaces are intuitive and offer streamlined workflow.
Usability
The key is not product cost, but professional services. Focus on providing detailed requirements rather than license costs.
Affordability
Total license cost for application based on pricing scenario
Architecture
Affordability
Architecture
Multiple deployment options and extensive integration capabilities are available.
Product
Vendor Evaluation Criteria
Viability
Vendor is profitable, knowledgeable, and will be around for the long term.
Vendor
Strategy
Vendor is committed to the space and has a future product and portfolio roadmap.
Viability
Reach
Vendor offers global coverage and is able to sell and provide post-sales support.
Strategy
Channel
Vendor channel strategy is appropriate and the channels themselves are strong.
Channel
Reach

10. The Info-Tech ECM Vendor Landscape
The zones of the Landscape
The Info-Tech ECM Vendor Landscape
Champions receive high scores for most evaluation criteria and offer excellent value. They have a strong market presence and are usually the trend setters for the industry.
Market Pillars are established players with very strong vendor credentials, but with more average product scores.
Innovators have demonstrated innovative product strengths that act as their competitive advantage in appealing to niche segments of the market.
Emerging Players are comparatively newer vendors who are starting to gain a foothold in the marketplace. They balance product and vendor attributes, though score lower relative to market Champions.
For an explanation of how the Info-Tech Vendor Landscape is created, see Information Presentation – Vendor Landscape in the Appendix.

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