Thanks to all of you that again made our Momentum EMC World our most successful posting days. This year was an interesting time. It really made our day to get feedback that many of you look forward to the summaries as well as how the blogs throughout the year have helped with Documentum-related decisions throughout the year. This post will try to wrap-up and summarize all the other postings, as well as express TSG’s opinion on the event.
Recap of Momentum 2013 Postings
- Initial Impressions- EMC World/Momentum
- Day.5 – Migrations and Upgrades to lower costs and unleash the power of EMC documentum.
- Day .5 – Energy and Engineering – What’s New and Next – The EPFM Platform
- Day.5 – Life Sciences Migration
- Day 1 – Rick Devenuti Keynote
- Day 1 – Life Sciences D2 Solutions
- Day 1 – Documentum 7.0 Roadmap
- Day 2 – Migrations and Upgrades
Documentum Momentum 2012 compared to Momentum 2013
In our discussions at the show and on the way to the airport, Ellen, clients and I thought this year’s event was very similar to last year’s event and distinguished itself from the first two years under Rick Devenuti’s tenure in that it continued to be very pragmatic.
All of the roadmap sessions confirmed that the short-term commitments stated for last year had been met and focused on what was going to be done in the short term (mostly end of 2013 and early 2014). Some specific commitments from 2012 that were achieved included:
- Solutions was the big buzzword – We would say Energy and Engineering (EPFM) and Life Sciences are the ones getting the most attention. Other solutions include Healthcare, Public Sector and Financial Services. More on solutions later in post.
- D2 4.1 has been released
- xCP 2.0 has been released
- Captiva 7.0 has been released
- D7 has been released – focused on performance enhancements. (performance is only for Windows – 7.1 will address other environments – see Roadmap post for more detail)
We did notice several major changes in IIG personnel that we would say are all positive and both client and partner friendly. Lots of good discussions throughout the show with some of the veterans of Documentum that confirmed things are changing and improving that left us very encouraged compared to earlier years.
Why aren’t existing client’s upgrading?? EMA to the rescue
From talking with attendees and some of the tone of the presentations, we got the feeling that existing clients are hesitating to upgrade from Webtop to D2/D7. This may be due to level of effort or that they are just hesitant to try the new solution. We only talked with one North American attendee that was leveraging D2 (but not for production yet) and, during the roadmap session only one attendee raised their hand stating they were on D7 (and not in production yet).
Rick Devenuti stated in his keynote that Documentum Consulting is now offering a migration tool, EMA (Enterprise Migration Appliance) to help with the upgrade. Rick’s push has been for speed and EMA fits that goal. In regard to speed, Rick’s major points were:
- If procuring new hardware takes time – talk to us about OnDemand – we can have equipment for you in the cloud it for you today (as much cloud as you like)
- If installing Documentum takes time and is difficult – worked to make it easier to install/deploy
- Building and test takes too much time – D2 and xCP are focused on configure (assume quick) rather than code (assume slow)
- Migration takes too much time – EMA works on the DB level to go faster than through the API
EMC Consulting ran a live migration during the event for one life sciences company.
Good Enough – the delay of the Upgrade
During our discussions with attendees, we see “good enough” as the major impediment for existing customers to upgrade. Client’s installed production solutions are perceived as “good enough” to not spend for new interfaces or risk the upgrade. Many have upgraded to 6.5 or 6.7 only recently. Rick correctly pointed out that clients have mentioned “moving from 5.3 to 6.x was such a pain, I don’t want to do that again”. In looking at upgrading to D2/xCP 2.0, some major issues that make the upgrade WORSE than the 5.3 to 6.x include:
- Change in Object Model – both D2 and xCP 2.0 require a change in object model requiring a migration and transformation of all the objects. This migration costs money, takes time and was not required for 5.3 to 6.x.
- Significant change in user interface – besides the “configuration is better than coding” and some improvements in the interface, most clients look at D2 and don’t see an obvious or substantial difference in function or performance from their Webtop installs. New interface will require retraining of users, something that was also required from 5.3 to 6.x but was not substantial.
- New interface costs – the new interfaces requires new purchase of software. Webtop seats transferred from 5.3 to 6.x but will not to D2 or xCP.
- Loss of function – while clients might say “configure don’t code”, we still see clients holding on to their customizations. How does a system owner answer a user that has a function, from customization, in their existing environment, that won’t be in the new system? How do you tell a user that, after we spend this time, effort and money to get you to the new system you won’t be able to do things that you used to do before the upgrade?
For all of the above reasons, clients seem to be staying put on a “good enough” Documentum and Webtop solution. This isn’t necessarily all bad as, for all the reasons above, we haven’t seen clients moving to SharePoint, something that many analysts predicted with the release of SharePoint 2010. SharePoint was barely mentioned during Momentum as we see it continue to fade as a true Documentum alternative for a host of reasons.
We applaud Documentum’s effort to address the desire of users to stay on their existing environments given these facts, and, as mentioned with Webtop 6.7 SP2 in the roadmap session, have a method to run Webtop on D7 and upcoming D7.1.
Documentum Upgrade – Speed versus Trust
With the discussions around the speed of EMA and Rick’s other points from the keynote, we think a bigger underlying issue with existing long-term Documentum clients and the upgrade is trust rather than speed. To illustrate, we had this conversation with one long-time Life Sciences customer.
“Over the last 15 years, Documentum has introduced DCM and a regulatory submission manager, announced moving away from DCM and submission manager, reannounced a new DCM, announced that they are moving away from DCM and advised us we should go to FirstDocs, and now they are announcing a Life Sciences suite that requires Documentum consulting and going after FirstDocs?”
The client in question also went through a very aggressive software audit in the last five years. Documentum customers have long memories and turning around the trust issue, particularly when it comes to spending money on new software and Documentum Consulting, will be a significant issue for existing customers. Net promoter scores was something Rick was particularly focused on in 2010 and needs to continue to focus on to win back client’s trust.
We would predict Documentum would have better success with new customers that are in initial purchase decisions and don’t have the baggage of previous Documentum relationships.
TSG Thoughts – Documentum Solutions
Gearing to Rick’s Keynote, we spent most of our time focused on understanding the solutions rather than individual product updates. Our thoughts are we can review D2 4.1 and xCP 2.0 on our own. Look for posts in the upcoming months as we review more products.
Some high level thoughts on the solutions:
- Energy and Engineering – We thought this solution was the most mature and was obviously developed with clients by consulting, particularly in Europe. See our post on Day .5. Major updates to D2 and xCP 2.0 coming and addition of Trinity to consulting team should help with more business knowledge to Documentum Consulting which has struggled in the past with this industry.
- Life Sciences – This is the solution that seems to be getting the most amount of push from Documentum. See our posts in regards to Migration and Solution. This is industry that struggles with both “good enough” and trust as mentioned earlier in this post. Additionally, this industry tends to be slower to implement a new solution due to the large validation efforts required with any new release. Documentum will probably have to buy/invest in a significant marque client to see this industry move in mass to their solution.
- Healthcare – Rick announced integration with Epic in the keynote for this industry. We recently had a client in Health Care that discontinued using Documentum to move to Epic’s module for patient records. We see ECM as an uphill climb here as most of the Healthcare systems have a module for records. Some of the strengths of ECM, (check-in/check-out, security, enterprise search) are not necessary for Healthcare records. We see this as an uphill struggle for Documentum as they can’t compete with Epic or others on the data portion of the solution which will dominate the decision process.
- Public Sector and Insurance – both of these areas were pretty light in both the keynote and agenda so we will skip any analysis here.
- We didn’t put much time into Syncplicity review. Jeetu has made some advances but we choose to put more time into core Documentum reviews based on feedback from clients. It seems from the presentations that IIG has had some success with Syncplicity but we haven’t had those opportunities yet at our clients.
- As mentioned already, we didn’t put much time into D2 4.1 or xCP 2.0 as we are currently testing in our labs. Look for more posts on both in the future.
- SharePoint Integration – SharePoint was a big deal back in 2010 for Rick, but less and less every year. We see consistently that SharePoint usage is declining at our clients and don’t see it as a alternative to Documentum.
- Mobile Interface – not so much this year. Again, clients are thinking about and we expect traction soon but “good enough” can get in the way of new. Syncplicity also plays in this space and might fit certain user scenarios better.
TSG Product Direction Alignment
We always look for the EMC World announcements to shape our own open source product strategy regarding Documentum. After EMC World and discussions with clients, our strategy, particularly with clients that are focused on “good enough” is to offer products and solutions that can be used to make “good enough” solutions better with additional items. We think the EMC offerings can coincide with some of our offerings specifically:
- Solutions – we will continue to offer streamlined Documentum or Alfresco solutions for Regulated Industries, Insurance, Engineering, Forms and Digital Archival/Retrieval.
- OpenMigrate – we will continue to offer a migration tool as open source to allow clients to use internally for a variety of migration needs including migration. We see EMA from Documentum specifically focused on upgrading to D2 and limited to only being a Doucmentum consulting offering. We will be offering a migration path to D2 as it becomes more widely accepted by the Documentum user community.
- ActiveWizard – to augment Webtop, D2 or allow for streamlined dynamic form and workflow capabilities. We have recently added the ability to leverage Activiti workflow with Documentum repositories.
- High Performance Interface (HPI) – to provide an alternative open source alternative for Documentum authors, approvers and consumers.
- OpenOverlay and OpenAnnotate – to provide open source tools for PDF annotation and overlays.
We remain committed to offer our products and solutions on either Alfresco or Documentum (via OpenContent) to provide flexibility and alternatives as well as speed our own internal development with a variety of customers.
Summary- Continued Pragmatic Approach
In talking with different attendees, particularly ones that came in 2012, everything was very similar to (even Momentum Lounge furniture). We didn’t get any attendance numbers but, from the attendance at Rick’s keynote, we would guess somewhere in the 1,000 to 1,500. We liked that the agenda was tight (even starting Monday afternoon) and well-paced. Breakouts of Momentum Lounge and separate area for Momentum presentations worked well. Great networking throughout and everyone was very approachable.
Clients were impressed with the pragmatism of keeping to what was committed to last year. Clients want consistency from IIG/Documentum and the ability to plan based on how the product is evolving. We applaud the pragmatic approach from the last two EMC Worlds. Clients are looking for:
- Less buzzwords from EMC (Big Data) or IT in general (Social)
- Less big press release relationship announcements that fade in months (Box.net, Cisco…)
- More consistency from IIG/Documentum on plans and commitments consistent with client needs
and the last two EMC Worlds have been steps in the right direction.