# Presentation: 029528

## Formatting XML Records for Capture and Management in DoD Certified Electronic Records Management Systems

**Formatting XML Records for Capture and Management in DoD Certified Electronic Records Management Systems**
**Demonstration to the**
**XML.GOV Working Group**
**by**
**Broadvision**
**FileNet**
**Provenance Systems**
**Infrastructures for Information Inc. (i4i)**
**Impact Innovations Group**

## Business Challenges Facing eGovernment

- Virtual team members - not up-to-speed on latest goals, directions and progress
- Information stovepipes - multiple entryways
- Securing the enterprise
- Listening to employees, customers, and partners
- Maintaining the environment
- Managing the information feeding frenzy

**Business Challenges Facing eGovernment**

## User Challenges Facing eGovernment

- Inadequate content quality, accuracy, consistency and timeliness - The information morgue
- High turnover of information - <Poor information> awareness
- Current web site is static, difficult to navigate
- We just won’t use it !

**User Challenges Facing eGovernment**

## US DoD 5015.2 Standard

- Approved Nov. 1997 for all DoD agencies
- NARA endorsement for US civilian agencies
- Vendor Certification Program
- Registry of certified products
- Two certification categories
- RMA products
- “Product Pairs”
- EDMS with certified RMA products

## Standards Based: End-to-End Content  Creation, Content Management, Record Management, and Delivery Solution

**Standards Based: End-to-End Content  Creation, Content Management, Record Management, and Delivery Solution**

- Design

- Create

- Manage

**New Content**

**Legacy Systems**

**Content****Repository**

- 2

- 1

- 3

- 4

- 5

- Deliver

- Transform** **

** ****Extract**
** ****Layout**
** ****Style**
**Publish**

## The Demonstration Participants

- Easy to use XML authoring tool (i4i)
- XML component version control (BVSN)
- Classical document management (FileNET)
- Records management (Provenance)
- Personalized web delivery (BVSN)

## Demonstration Overview

- Content authors use MS Word interface to create XML Content (I4I Products)
- FileNet Repository, Classified and Declared to be an official Record
- BroadVision One to One Publishing
- Fine Grained XML element storage
- Workflow Controlled and Upon Approval
- Content is added to FileNet – Official Record
- Content is published on the BroadVision Web Portal
- FileNet provides for classification and declaration of documents in a Content Repository
- Classifying a document is the process of selecting an appropriate prefix (subject) and file number
- Declaring a FileNET document creates a corresponding document profile in _Provenance ForeMost_ under the prefix and file number in which the document was classified.

## Demonstration Overview

- Once declared, the original document is managed by a  responsible control group with privileged access.
- When the corresponding Provenance ForeMost document profile qualifies for disposition, the ForeMost process removes or transfers the original document from FileNET.
- The official record resides in the FileNET repository
- BroadVision Portal users view a read-only copy of the official record stored in FileNET

## The Government EcoSystem

***Internet/Extranet***

**The Government EcoSystem**

**Business Portal, Internet**

**Citizen-Service, Commerce**

**Business,**
**Partner Net,**
**Extranet**

**Government**
**Employee **
**Portal,**
**Intranet**

***Intranet***

**Government**
**Enterprise**
**Systems**

## The E-Government Enterprise

**The E-Government Enterprise**

**0.1X**

**100-1,000X**

**Customers**

**Specialists**

**Citizen**

**1,000-10,000X**

## One-to-One Extended-Enterprise

**One-to-One Extended-Enterprise**

**CRM (Customer Relationship Management)**
***Intermediary-assisted service***

***(70-80%)***

***(20-30%)***

**ERM (Extended-Enterprise Relationship Management)**
***Self service***

**Notes:**
An extended enterprise consists of the enterprise itself, plus all its constituencies including employees, partners, and customers.

<CLICK>

To support such a vast environment, a company traditionally embarks on some front office initiatives such as sales force automation (SFA), or call center/help desk automation.  All CRM efforts essentially focus on automating the process flow and data flow of the front office personnel — intermediaries whose job is to provide service to the end constituency.  

<CLICK>

ERM is a broader vision.  It extends self-service to all constituencies, enabling all of them to do the tasks by themselves at their leisure and on their terms.

Ultimately, 

## Challenge: Government must capture multiple sources of records

**Records Vaults**

**Electronic Records Management System**

**Records Management Business Rules & Standards**

**Paper**

**EDMS**

**Video, **
**Microfilm,**
**CD ROM,**
**Etc...**

**Web Content**

**E-Mail**

## S4/TEXT - TAGLESS EDITOR  

-    Valid XML in Microsoft®  Word

-   Tagless Editing

-    Collaborative Content

-    Customized Behavior

## TAGLESS EDITING  

-  Familiar Interface -- Microsoft® Word

-   Hide the tags

-    Play to the user’s  understanding
-        of the logic of the document

## S4/TEXT - TAGLESS EDITOR  

-    Builds on your existing IT
-        infrastructure

-   Eliminates specialized training

-    Facilitates mass deployment

-    Delivers XML to the enterprise

## Market Leadership: BVSN Accolades

_**October 2000**_
**Deloitte & Touche**
***Technology Fast 500***
**No. 15**

**Notes:**
1999 Industry Accolades for BroadVision:
- The Industry Standard's "The Standard 100" 
 BroadVision merited a position in the Web Software and Services category for this inaugural 
 annual award in September 1999.
- Business Week Magazine's "e-Biz 25" 
 Dr. Pehong Chen, Chairman and CEO of BroadVision, was named one of the top 25 most 
 influential people in electronic business in this inaugural annual listing in September 1999.
- Crossroads 2000 A-List Award
 BroadVision was among the first group of winners for the Seventh Annual Crossroads A-List 
 Awards in the category of Customer Interaction in the New Economy in September 1999.
- Ernst & Young's Entrepreneur of the Year Award
 Dr. Pehong Chen, Chairman and CEO of BroadVision, received this annual award in the software 
 category in July 1999.
- BusinessWeek's "InfoTech 100”
BroadVision was listed Number 70 in June 1999, moving up from Number 82 in the 1998 
survey based on Standard & Poor’s financial data.
- U.S. Pan Asian American Chamber of Commerce's 
"Excellence 2000 Award for High-Tech  Entrepreneurship and E-Business Applications”  
 Dr. Pehong Chen, Chairman and CEO of BroadVision, received this annual award in May 1999.
- Forbes ASAP's "Dynamic 100”
 BroadVision made #27 of the 100 top performing companies. BroadVision was the only Internet 
applications software company to be included on the April 1999 list.

## Key Features BroadVision Enterprise Information Portal

**Collaboration**

**Notes:**
End-to-end support for the marketing and selling lifecycle 

## BroadVision End-to-Ende-Applications Suite

**BroadVision End-to-End****e-Applications Suite**

- InfoExchange Portal

- Knowledge Management

- Billing

- Buy
*(Procurement)*

- Trade
*(MarketMaker)*

- Sell
*(Merchandising)*

- E-Financial
*Banking, Brokerage*
*Capital Markets*
*Insurance*

- E-Gov

- E-tailing

- E-Travel
*(Amadeus)*

- E-Telco
*(Sema)*

- E-Manu
*(I2)*

**Notes:**
The complete BroadVision One-To-One Ecosystem Solution stack is illustrated above.  The 4 main layers of this solution architecture include:

Foundation architecture.
ERM platform.
Horizontal e-business apps.
Vertical e-business apps.

## One-To-One Solutions for E-Government

**Multi-Channel Touch Points**

**Open Adapters for Data & System Integration**

- One-To-One ToolsTM

**Developer**

**Casual**
**Publishers**

**Content**
**Creation**

**Business****Manager**

**Phone**

**Internet**

**Email**

**IVR**

**GSM**

**Command Center**

**Instant Publisher**

**System Manager**

**Publishing Center**

**Design Center**

## Impact Innovations Group

- Impact Innovations provides comprehensive business consulting services and technology solutions for government and commercial organizations.
- We deliver a wide range of leading-edge solutions, from packaged solutions to highly customized application development services to technical assessments and management studies and analysis.

## Impact Innovations Group

- Impact Innovations will provide XML Portal solutions that adhere to standards like DoD 5015
- We are partners with BroadVision and FileNET

## Provenance Background

- Founded in 1989
- Leader in Electronic Records Management
- Assisted in Defining the DoD 5015.2 Standard

## Provenance Background

- Locations:
- R&D and Customer Support – Ottawa
- Sales, Customer Service, Marketing and Professional Services - Arlington, VA
- VC Funding,
- 200% Growth, IPO 2001

## ForeMost Enterprise - Version 2

- Easy to Use
- Full 3-Tier, 32 Bit Records Management Solution
- Consistent Management of All Records – Regardless of Source
- Most Advanced Application Programmers Interface (API)

## FileNET Corporation

- Providing Imaging, Workflow and Integrated Document Management products since 1984
- FileNET products provide the foundation for eContent and eProcess management applications, providing *“The Substance Behind eBusiness”*
- Panagon Content Services and Panagon IDM Desktop provide the foundation for the XML Working Group demo.

**Notes:**
“The Substance Behind eBusiness” is FileNET’s ‘tag line’. I.e., you can’t do business on the Internet without content and process. FileNET’s Content Services (and Image Services) provide the content, and FileNET’s eProcess provides the workflow.

## FileNET Corporation

- Panagon
- Maintain a repository for documents.
- Provide a framework for security, checkin/checkout, version control.
- Integrate with eProcess workflow

- ForeMost Enterprise
- Establish document as a corporate record.
- Apply a ‘schedule’ (file plan) with retention parameters.

**FileNET Corporation**

**Notes:**
FileNET IDMDS 4.2 w/ForeMost 7 previously certified
“Pairing” recertification with current versions planned for 2Q01

## FileNET Corporation

***and the automation of  business processes in an organization***.

_**Panagon Definition**_

**FileNET Corporation**

## FileNet: Managing eBusiness applications

- 1 Source: Forrester Research, Inc. 1999. Multiple responses accepted

- All others

- Synchronizing multiple sites

- Moving from static to dynamic

- Managing for multiple browsers

- Broken links

- Workflow/version control

- Getting content from within org.

- Updating content/keeping it timely

- Not enough resources

- 44%

- 38%

- 22%

- 22%

- 12%

- 10%

- 10%

- 6%

- 16%

***“******What are your biggest challenges in managing content?”  ***1

**Panagon**

**Panagon**

**Panagon**

**Panagon**

## eBusiness Solutions

- BroadVision
- eBusiness/
- eCommerce
- Applications

- eBusiness Application

- Configuration

- Merchandising

- Billing

- Order Mgmt

- Store Front

- Catalog

- CampaignManagement

- CommerceData

**Content/Records****Management**

- LegacyData

- Business Rules

- Process Management

- Personalization

- BroadVision

- BroadVision