1. An Open Source Alternative for Enterprise Records and Document Management: It seems the market is ready for something new

2. Why Open Source? Enterprise software today –Long sales cycles –Huge Capital Outlay –Disconnect between license cost and manufacturing cost…where’s the value? A huge proportion of new license revenue today goes to sales and marketing! –$5-10 for sales/marketing for every $1 on R&D –You’re paying for a sales guy…not a product While Vendor acquisitions provide new product features they also provide new maintenance revenues

3. Why Open Source? Services/ Customization Proprietary License Fixed Cost Cost Reductions 100% Variable Cost Source: Larry Augustin (OSBC2004) or Proprietary Open Source Services/ Customization Hardware Proprietary License Hardware Support

4. Is it really new? Today, 81% of companies have deployed or are considering deploying open source applications (CIO Insight, 2006) 72% plan to expand its use (CIO Insight, 2006) Open Source is not new at the infrastructure level, most organisations here today will be running Linux, Apache Webserver, JBOSS, PHP, MySQL etc somewhere AGIMO have a guide for Government Agencies looking to understand and make use of Open Source Software http://www.agimo.gov.au/infrastructure/oss “Open source software solutions will directly compete with closed-source products in all software infrastructure markets.” (Gartner, 2005)

5. So what is new? For the first time Open Source is impacting at the Business level, rather than at the IT infrastructure level. Open Source Enterprise Content Management (Alfresco) and Customer Relationship Management (SugarCRM) applications are two examples of this. Open Source Enterprise Content Management includes Records Management, Document Management, Web Content Management, Business Process Management just like all the other vendors… …only there is NO CAPITAL COST

6. So what does it mean for you? Open Source means you and your development team get the source code… –you can fix bugs yourself instead of waiting till the vendor does… lets face it Australia and New Zealand make up about 5% of global revenue for US software vendors, so how important is it really to them? –You can develop features and localise applications to make them contextually relevant to your business…without shouting till you’re blue in the face. No capital outlay means more budget for building richer applications…quicker “No vendor lock in” becomes a strategic reality

7. And who is using it now?

8. Records Management is Risk Management Managing your organizations' records is managing Risk. The lifetime of a record is longer than the lifetime of most of the vendors? Commercial software is not an effective mitigation of that Risk…too much control is maintained by the vendor. Open Standards and Open Source are the only way to mitigate the Risks involved.

9. Records Management is Brand Management UBS Warburg fined $29.2 Million Lucent Technologies fined $25 Million Morgan Stanley fined $15 Million Banc of America Securities fined $10 Million Philip Morris fined $2.75 Million And each of these organisations endured public scrutiny and negative publicity …all because they destroyed or were unable to find records

10. The infrastructure for Enterprise Records Management Distributed Input –Capture content anywhere, capture it early Ease of Use –Don’t force the user to enter metadata –Don’t force the user to learn new work practices just for managing compliance Automate –Use automatic categorisation –Use business rules to link users and business processes –Link pre-defined retention policies with pre-defined fileplan templates Federations –Lots of separate functional repositories joined in a loose federation –Federated Search (discover records across multiple repositories) –Federated Execution (manage records across multiple repositories)

11. So what does Open Source offer? Distributed Input –Integration with Imaging systems (Kofax, Captiva, eCopy etc) –Web services, JCR APIs Ease of Use –Virtual File System (CIFS/SMB Network Drive) –Rules driven folders Automation –Rules driven classification/categorisation –Pre-defined retention polices linked to pre-defined fileplan templates –Business process management and worfklow Federations –Loosely coupled repository model –Federated Search –Federated Execution In short EVERYTHING… (Including DOD5015.2 certification) So take it seriously…evaluate it along side your proprietary systems and see how much money you can save while making your users happier Come and see us at Stand 4 http://www.lateralminds.com.au