One of the issues our Veeva Vault and other document management clients often struggle with is searching for content across Veeva Vault and other existing repositories, such as Documentum. Scenarios like sharing manufacturing specifications that are stored in a Documentum repository with Veeva-based eTMF and Submissions applications are difficult to support as users will typically require separate searches against the individual repositories. This post will talk about how a ... [Continue Reading]
Documentum Migration to Veeva Vault – Best Practices
TSG has been assisting clients with document migrations, and particularly regulated clients, for over twenty years. For additional background and best practices – see our ECM Migrations – Top Ten Planning Tips for a Successful Migration. TSG has recently become an emerging Veeva parnter. One of our first efforts is to provide Documentum clients with our thoughts, best practices and some of our software to facilitate moving from Documentum to Veeva Vault. This post will ... [Continue Reading]
ECM Sales Myths for 2019
In the hunt for “what to talk to customers about next”, we often see many of the ECM vendor sales teams get behind a concept, or technology, that can be marketed easily but isn’t always something clients eventually do or are successful implementing. For this post, we will list some of the myths (including a couple “Lord of the Rings” references where appropriate) that we are seeing, or have seen, to help provide clarity on what might sound good but is more a sales related myth than ... [Continue Reading]
Migrating to Alfresco – Reducing Risk, Stress and Cost with a Rolling Migration
Too often, migrating to Alfresco can be seen as a massive undertaking where the migration effort means moving all the content, integrations and people to the new platform in a migrate all at once, "Big Bang” approach. Given the effort to move all the different components, along with training the users on a new system, it is easy to see why so many legacy ECM systems are still around today as their owners can, when confronted with this daunting task, choose to “wait until next year”. TSG has ... [Continue Reading]
ECM 2.0 – What does it mean?
Great whitepaper available at Deep Analysis from long-time ECM analyst Alan Pelz-Sharpe entitled “Intelligent Information Management – From ECM 1.0 to 2.0”. This post will highlight the relevant points and add our thoughts. ECM 2.0 – What are the opportunities? We would agree with Alan that, while repository centric ECM 1.0 systems dominate the market, 2.0 opportunities exist to offer more insight, automation and decentralization. Combined with new technology from cloud ... [Continue Reading]
Documentum Futures – OpenText versus Doculabs
Some the most popular posts in the ECM/CPS space are typically when an analyst takes a strong stance on a vendor. Joe Shepley’s post for CMSWire back in November – OpenTextand Documentum – Still not buying it - was one of those posts. Joe took a pretty aggressive stand on his thoughts on the future of Documentum now part of OpenText. In a follow-up piece, Virginia Backaitis took the more pro-OpenText side with her article on Shedding Light on the FUD around Documentum and ... [Continue Reading]
Adobe Acrobat Alternative – Doing more with just a web browser
Many users rely on PDF viewing, annotation, and manipulation tools when working with documents, especially in case management scenarios such as policy and claim document management within the Insurance industry. In many of these systems, users are forced to download PDFs to the local machine in order to work with the document within Adobe Acrobat. However, with modern browser technologies, it is possible to streamline this process by doing more in the web browser, side-stepping the need to ... [Continue Reading]
Building a Case Management Interface in Under 20 Minutes
A few weeks ago, we compared building a search interface using OpenContent Management Suite vs. Alfresco's ADF framework. In the post, we were able to configure a search interface in OCMS in less than 10 minutes. For this post, we will look at building a Case Management interface in OCMS. ... [Continue Reading]
Gartner Content Service Platforms (CPS) Magic Quadrant 2018 – What’s Missing?
Back in 2015, we posted the question of whether the magic quadrant was really magic anymore. In the following years, Gartner has evolved the rating with a complete change of the evaluation in 2016 as well as the big news in 2017 when IBM/FileNet being dropped from the leader quadrant after being the default leader for 10+ years. In the recent 2018 Gartner Magic Quadrant (download from Alfresco here), Gartner has made more changes along with IBM being back in the leader quadrant. This post ... [Continue Reading]
Federated Search and Content Services – Is a Publishing Approach better?
Over the last couple of years, some ECM vendors have been touting a Federated Search model to “cure” the issue of access to document content contained in legacy ECM systems. Whether from an ECM vendor like Nuxeo or supporting software vendor like Simflofy, the marketing message of getting access to multiple repositories from one search hearkens back to the previous promises from Enterprise Search vendors like Automony that never really fulfilled their promise. This post will discuss the ... [Continue Reading]
Redaction for AWS, Alfresco, Documentum and Hadoop – Bulk Redaction upon Ingestion or Migration
As we presented in our Redaction Roadmap earlier this year, one of our product development additions to OpenMigrate this quarter is the ability to bulk redact incoming documents as part of an ingestion or migration into Alfresco, Documentum, AWS, or Hadoop. As detailed earlier in our Redacting Roadmap, both OpenMigrate and the OpenContent Management Suite will have capabilities surrounding the redaction of specific values. This post will focus on demonstrating how OpenMigrate can be used to ... [Continue Reading]
Case Analytics for Insurance
As our clients add more and more capabilities to OpenContent Case, one of our big new exciting developments will be the ability to extract proactive insight into the documents themselves based client definition of critical terms. This post will describe and present our initial solution for proactively identifying key terms for a case with a medical claim folder example. This post will also present our case analytic roadmap for adding additional analytics capabilities, including date ... [Continue Reading]
Redaction for AWS, Alfresco, Documentum and Hadoop – Folder Case Redaction
One of our product development additions to the OpenContent Case this quarter is adding the folder bulk redact action for all documents within the folder with either Alfresco, Documentum, AWS or Hadoop. As detailed earlier in our Redacting Roadmap, both OpenMigrate and the OpenContent Management Suite will have capabilities surrounding the redaction of specific values. This post will focus on demonstrating how OpenContent Case can be used to redact content, particularly focused on a case ... [Continue Reading]
Redacting Roadmap – User Scenarios
As part of the TSG Product Roadmap and based on clients requests, we are currently in the midst of adding additional redaction capabilities across our product set. This post will discuss the different user redaction scenarios and how our products (OpenAnnotate, OpenMigrate and the OpenContent Search and Case) are being updated to satisfy these requests. These capabilities are being added for Alfresco, Documentum, Hadoop and potentially Amazon DynamoDB as supported repositories. Other ... [Continue Reading]
Alfresco or Documentum – Improving Performance Perceptions with OpenAnnotate
“The system is slow” can be an irritating and often unfounded user complaint about Alfresco or Documentum. To address user concerns, Alfresco or Documentum support resources have to often become detectives and ask questions like “what were you doing, which documents, what time, from what machine….” to try and diagnose the background of the complaint. Users can get frustrated as typically the compliant represents an overall feeling rather than any exact action or time. This post will present ... [Continue Reading]
Controlled Printing in Alfresco and Documentum
In recent conversations with many of our manufacturing clients, Controlled Printing has become a frequent topic of conversation. We often see controlled print requirements in systems responsible for managing documents and records to prove that goods are being manufactured and processes are being executed in a repeatable, quality manner (i.e. manufacturing of a widget, plant maintenance activities). Controlled Printing allows documents and records related to these activities to be securely ... [Continue Reading]
ECM Interfaces – Moving from Legacy to Modern Interfaces
During a TSG presentation at AIIM Executive committee last month, one question raised from the audience was “how would you define a modern interface for ECM”. This post will address some of the concepts and practices TSG implements in building our modern interfaces to differentiate from the legacy interfaces of the past. ... [Continue Reading]
ECM Migrations – 10 Reasons there will never be an “Easy Button” for migrations
Just about every couple of years we will see a campaign from a software vendor or ECM integrator claiming that their new product or approach has made ECM migrations easier. Typically the marketing campaign will focus on a new sales initiative looking to more easily move clients from their old ECM platforms and software to vendors ECM platforms and software and probably the cloud. TSG is the leader in migrating clients to new ECM systems with 15+ years of experience. This post will present our ... [Continue Reading]
Document Review and Approval – Why Form AND Workflow are so important
We recently met with a publishing prospect that was looking for a document review and approval approach. As we have been discussing here since back in 2012, there is a significant benefit to having both a form AND dynamic workflow approach rather than just relying on workflow templates. This post will summarize some of the key differences. Form and Workflow Background Forms are often a part of workflow processes. Forms are typically used to capture data from users in order for the ... [Continue Reading]
Documentum – Getting more out of Documentum D2
Back in 2011, Documentum, still part of EMC, licensed/purchased D2 as the next generation interface to replace Documentum Webtop. While D2 has not been very successful in converting existing Webtop customers for a variety of reasons, there is a large number of clients that had invested in D2 before 2016 when Documentum stopped investing in it to focus on Leap. As part of our 2018 making Documentum better blog series, the next series of posts will look at Documentum D2. Posts will ... [Continue Reading]
Alan Pelz-Sharpe – Deep Analysis Review of Technology Services Group
At the beginning of 2018, TSG hired Alan Pelz-Sharpe of Deep Analysis to conduct a review of TSG’s products and services. Alan both visited the TSG office as well as interviewed multiple customers and partners to better understand TSG’s offerings. This post will present his findings. ... [Continue Reading]
Documentum – Webtop and OpenContent Folder Comparison
As part of our making Documentum Better in 2018 series, this post will look at how users can work with folders and documents within a folder in Webtop as compared to OpenContent Management Suite. In prior articles, we've explored how users add documents to the repository and search for documents. For this post, we will look into the available functionality for both consumers and contributors when looking at a group of related documents, typically contained within a folder. ... [Continue Reading]
OpenContent Solr Services – New TSG Product Offering
As part of our campaign to make Documentum better, TSG is announcing the formalization of our OpenContent Solr Services as well as some new features that we are adding to our work with Solr. We have been working with Lucene and later Solr for over 12 years but have recently discovered several client scenarios and opportunities that are driving our expansion of our Solr capabilities for Documentum, Alfresco, Hadoop and other repositories. This post will detail the different scenarios as well as ... [Continue Reading]
Alfresco on AWS – Achieving High Availability
Several of our clients have moved from running on-premise systems to the Amazon Web Services cloud. One of the most significant benefits with AWS in regards to high availability can be found by leveraging database high availability with AWS’ Relational Database Service (RDS) and file system high availability with AWS S3 or EFS (Elastic File System). This post will describe how to achieve a high availability architecture for Alfresco solutions. ... [Continue Reading]
Documentum – Webtop and OpenContent Contributor Comparison
In the last post of our 2018 making Documentum better series, we compared searching and viewing documents between Webtop and OpenContent Management Suite. For this post, we're going to compare the the contributor functionality available in Webtop and compare that to OpenContent Management Suite. Our evaluation is based on what is configurable using the out-of-the-box products without any coding or customization. This post focuses on some of the highlights of document creation, checkout, and ... [Continue Reading]
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