Session delivered to the Ontario Linux Fest, Toronto, Canada - October 24, 2009 Cheryl McKinnon, CMO @ Nuxeo www.nuxeo.com

1. Enterprise Content Management meets Open Source Cheryl McKinnon, CMO @ Nuxeo [email_address] Or Twitter @CherylMcKinnon ECM 101

3. Accepted definition:

4. AIIM (The ECM Association – aiim.org)

5. “ the strategies, methods and tools used to capture, manage, store, preserve, and deliver content and documents related to organizational processes. ECM tools and strategies allow the management of an organization's unstructured information, wherever that information exists”

7. Intended to create umbrella group over point solutions for: Document Management, Records Management, Workflow, Search, Capture/Scanning, Basic Collaboration, Publishing, Archiving

8. What is ECM?

10. Demographic Shifts in the Workplace

11. Rise of Web 2.0, Mobile & Social Content in Business

12. Changing Laws & Regulations

13. Why Do Companies Use It? 1. Productivity Gains 2. Cost and Risk Reduction

15. Automate routine tasks / transactions

16. Work electronically with distributed teams

17. Stop reinventing the wheel

18. Protect & preserve corporate memory

20. Eliminate duplicate / obsolete content

21. Audit information activity trail

22. Granular security on electronic content

24. Integration to mainstream authoring tools

25. Batch import

26. E-mail capture

27. Check-in/Check-out

29. Team Workspaces

30. Discuss and Comment

31. Version Control

32. Annotation and Markup

33. Unique URLs for Content

35. Ad-hoc or templated workflow

36. Push Content to Reviewers

37. Manage Deadlines

38. Assign Tasks

39. Preview diverse formats

41. Approved & Final Content Made Available to Users

42. Simple Push to Intranet, Extranet, other Repositories

43. Manage Storage & Retention

44. Align Lifecycle with Policies

46. Retrieve Content via Query: Metadata, Text, Subject

47. Save/Share Routine Searches

48. Develop Virtual Folder Structures / Taxonomy

49. Tagging for User Generated Metadata

51. Leading Industry Analysts Tracking Open Source ECM Vendors formally

52. Small but growing overall market share

53. Time for new approach to ROI measurement

54. Education and FUD reduction essential to Open Source acceptance

56. Widely Deployed in Europe

57. Opened North American Operations in 2009

58. Dedicated to Enterprise Content Management

59. Available under LPGL

60. Galaxy Partner Program for Integrators/ISVs