ImageSource® Awards Customer Partners for Innovative ECM Solutions

theme imageImageSource recently announced the winners of the 2011 Nexus Customer Partner Awards. The winners all show exceptional and innovative ways of utilizing Enterprise Content Management (ECM) technologies and include San Jose State University, ESCO Corporation and Mira Costa College.

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ImageSource Achieves Fourth Oracle PartnerNetwork Specialization for Public Sector

ImageSource is approved for their fourth Oracle PartnerNetwork Specialization achieving the Public Sector Knowledge Zone. This distinction highlights a partner’s ability to focus on serving the information and technology needs of the public sector, with a powerful combination of technology and comprehension.

The Public Sector Specialization recognizes Partners that have demonstrated their ability drawn from Oracle’s portfolio of software and hardware solutions to solve unique public sector needs. ImageSource achieved the Public Sector specialization though testing that demonstrated an understanding of Government technology challenges and through validated solutions and customer references.

As a leading integrator for Enterprise Content Management technologies, ImageSource has been providing business efficiencies tools for the public sector since 1995. With extensive ECM experience in city, county and state governments, solutions include imaging and document management, records management, web-content management, workflow solutions, Higher Educaiton solutions, agenda management and much more.

The three previous specializations ImageSource earned were Enterprise Content Management, Service Oriented Architecture and Enterprise Manager.  We are proud to add another specialization to our achievements in the Oracle PartnerNetwork Knowledge Zones and continue working on additional designations.  We look forward to announcing their completion in near future.

Debbie Horton
ImageSource
Communications Director

ImageSource Achieves Oracle PartnerNetwork Specialization for Service Oriented Architecture (SOA)

ImageSource was recently approved for the Service Oriented Architecture, Oracle PartnerNetwork Specialization. The SOA specialization provides insight to Oracle’s newly released SOA 11g platform, a foundation for innovation. This platform is composed of many products like Adapters, B2B, ODI, OSB, BPEL, HWF, Rules, CEP, BAM and Governance, which work together to provide the benefits of SOA.

This is the second ImageSource Oracle Specialization which are designed to recognize distinguished Partners that have experience and knowledge in one or more product pillars. The first specialization ImageSource received was for Enterprise Content Management.  As a leading provider of Enterprise Content Management technologies and integration experts for Oracle WebCenter Content, ImageSource proved their high level of SOA expertise though testing in sales, support and implementation. ImageSource also demonstrated their experience with validated solutions and customer references.

We are proud to announce this specialization and look forward to announcing more certifications in the near future. We are also proud to share our latest video which showcases a successful Oracle WebCenter Content solution. Enjoy!

Debbie Horton
ImageSource
Communications Director

ImageSource Achieves Oracle PartnerNetwork Specialization for Enterprise Content Management

This week ImageSource was approved for the Enterprise Content Management Specialization from Oracle. Oracle Specializations are designed to recognize distinguished Partners that have experience and knowledge in one or more product pillars. As a leading provider of Enterprise Content Management technologies, consulting, and integration services ImageSource proved their high level of expertise though testing in sales, support and implementation. ImageSource also demonstrated their experience with validated solutions and customer references.

ImageSource has been implementing ECM technologies since 1994 working with Optika, Stellent and now Oracle Enterprise Content Management, recently renamed Oracle WebCenter Content.  We have a vast customer partner network where ECM solutions have greatly improved business processes and created efficiencies for government, higher education, finance, healthcare and many other industries. Our Website hosts multiple case-studies showcasing our Oracle solutions for Costco, Mazda, Suzuki, Swedish Medical Center, San Jose State University and more.

Oracle WebCenter Content provides organizations with a unified repository to house unstructured content, and deliver it to business users in the proper format, and within context of familiar applications to fit the way they work.  It provides strategic content infrastructure for managing documents, images, and rich media files, End-to-End content lifecycle management from creation to archiving and contextual enterprise application integration.  ImageSource has certified staff and extensive experience implementing this technology. We are proud to announce this specialization and look forward to announcing more certifications in the near future.

Debbie Horton
ImageSource
Communications Director

Vote for These Valuable ImageSource Presentations at OpenWorld 2011

ImageSource has proposed three presentations ideas for Oracle OpenWorld 2011. Please help us bring these valuable presentations to the Oracle community by voting for the three sessions below at the Oracle Mix website.

Getting Real with Oracle ECM 11g – Benefits & Lessons Learned from Going Live
Join this interactive discussion on the implementation of Oracle ECM 11g. See successful 11g installs for Accounts Payable and Records Management and learn how the most recent Oracle technology sets a solid foundation for these organizations for years to come. Discover how 11g provides a tight integration between vertical components providing a wide range of choices and more flexibility in architecting and designing solutions. Explore how Oracle 11g also provides a host of benefits in the context of the broader Oracle line-of-business platforms – weather it’s Siebel, CRM on demand, JD Edwards or PeopleSoft – the integrations will be tight.

Mastering Records Management and Retention Policies with Oracle ECM 11g
One of the largest counties in the Northwest recently implemented Oracle ECM 11g for Universal Records Management. The system, designed around the core concept of contribution folders, is blazing the way to effectively manage records County-wide. The technology provides a hierarchal structure, with drag-and-drop functionality and automatic metadata and retention policies, for efficient and effective records management. Discover how this infrastructure for records management can facilitate Public Disclosure Requests and unleash the many enterprise capabilities of Oracle 11g.

Oracle ECM & PeopleSoft/JDE – A Synergistic Combination
If you use PeopleSoft/JDE and are interested in extending their capabilities to accelerate multiple business processes, then this is a must-attend session. Through a tight integration, business processes are automated using Oracle ECM software to leverage your data residing in your Oracle database, optimizing operations. Further advancing efficiencies, users can utilize ECM functionality without leaving the familiar PeopleSoft/JDE interface. Capture structured and unstructured information from paper or any digital source, develop electronic workflows and store all your information in a secure repository. Learn about specific synergistic solutions that have streamlined processes for Higher Ed, Financial Services, Human Resources and more.

You must become a Oracle Mix member to vote. Please sign up and vote to see ImageSource present at OpenWorld.

To Vote:

1) Click on this link: https://mix.oracle.com/
2) Register as an Oracle Mix member
3) Click on “Suggest A Session”
4) Sort by title
5) You must vote for at least three sessions for your vote to count. Please vote for the three presentations above!

Debbie Horton
ImageSource
Communications Director

Oracle ECM 11g and Accounts Payable – Integrating Technologies

Accounts Payable is a document intense department with complicated workflows and approval processes. Although our world today is going digital, AP departments are still bogged down by a majority of documents (purchase orders, invoices and supporting documentation) coming in paper form followed by manual routing and approval processes,  keyed data entry to the Enterprise Resource Planning (ERP) system, and the physical filing and storage of documents.

While ERP systems handle the information they are designed to process very well, they do not have the capacity to manage data and images simultaneously or perform complicated workflows.  By automating the entire AP process organizations can reduce labor requirements, lessen storage costs, decrease late fees, increase early pay discounts and improve vendor satisfaction.  And because Accounts Payable touches almost every department it is a great launch pad for ECM technology providing a large impact on the organizational business processes and substantial ROI.

ImageSource is an ECM integrator with vast experience implementing Accounts Payable Solutions and an industry leader in implementing the Oracle 11g technology.  Most recently we completed a project for a large manufacturing company integrating Oracle 11g ECM technology with the Accounts Payable system, Oracle Enterprise Business Suite.  As a manufacturer poised for growth due to multiple acquisitions, they were looking for a solution that could handle the increase in invoices without increasing staff.

With Oracle EBS already in place, Oracle 11g was the perfect ECM solution. Oracle’s Solution Accelerator enables such a tightly coupled integration that it makes the two technologies ideal for integration. The result is an Accounts Payable system that has provided an efficient system for imaging, processing and viewing documents related to AP with a reduction in overall labor.

The manufacturer receives over 8,000 invoices a month, 80% in paper form and the other 20% through email and fax.  All are now processed by Oracle Document Capture and Oracle Forms Recognition (OFR) when received.  Oracle Document Capture scans the document and Oracle Forms Recognition automatically extracts relevant data and does some basic validation. The document is then automatically sent to Oracle ECM for more validation and storing of the image. Due to the sophisticated logic with code and BPEL workflows, the system performs all kinds of checks, and is able to move information  from Oracle ECM to Oracle EBS without human assistance. Knowledge workers can stay in their familiar EBS system and reference any invoice they need by clicking on the recognizable paper-clip.  EBS pushes the parameters to the ECM repository and brings back the search results in a web link.

The ease of processing invoices has been improved dramatically. What used to be a manual process of keying in information is now completely automated. The only time an invoice needs any type of processing, barring exceptions, is the physical act of scanning it in. After it’s scanned the Oracle OCR technology adds the appropriate index fields and the Solution Accelerator automatically moves it through the system for validation and storage until it is available to view through Oracle EBS.

Debbie Horton
ImageSource
Communications Director

Northwest County Goes Live with Oracle ECM 11g and Automated Records Management

A sizable county in the Northwest recently partnered with ImageSource on a major Universal Records Management solution. Implementing Oracle’s latest technology – Oracle ECM Suite 11g – the county’s Public Works and Utilities (PWU) led the shift to an automated system for managing records. By putting a state-of-art records management system in place, PWU is blazing the way for the county to effectively manage records and retention policies county-wide.

The impetus to automate records management at the County included a variety of challenges.  They were working from an electronic digital vault for storing documents that had been developed internally and operated with antiquated architecture and technology. The indexing structure was extremely complicated so they had difficulty finding and storing information and the vault had zero records management capabilities. There was no official File Plan in place and content was kept in multiple formats and several locations; paper files, network file system and the vault.

The starting point for the project was to perform a Policy and Procedure review.  From that ImageSource Professional Services delivered several reports including eDiscovery and Public Disclosure recommendations, a vault migration strategy, a metadata model and an official File Plan for automating records management with government mandates and regulations.

Once the structural foundation for records management was analyzed, evaluated and a governance plan put in place by ImageSource, the technology implementation was the next step. Oracle 11g was selected as the infrastructure for several reasons. Recently redesigned, Oracle ECM utilizes JAVA programming technology for its ECM suite, providing the most recent Oracle technology and a solid foundation for years to come.  11g also provides a tighter integration between vertical components, which at the end of the day, provides a wider range of choices and more flexibility in architecting and designing solutions.  Oracle 11g also provides a host of benefits in the context of the broader Oracle line-of-business platforms – weather its Siebel, CRM on demand, JD Edwards or PeopleSoft – the integrations will be tight. The other Oracle products used to support this implementation are Oracle AutoVue, Oracle Secure Enterprise Search and URM Adaptors for SharePoint and the Network File System.

Utilizing Oracle ECM 11g and its Universal Records Management (URM) module, records management policies are now in place for three workgroups within Public Works and Utilities. A system was designed around the core concept of contribution folders. In order to ease transition, the Oracle software was designed and set up to mimic the folder structures that the County was using on their network file system. The contribution folders have a hierarchal structure and content contribution to the folders is extremely easy with drag-and-drop functionality. The hierarchal structure enables automatic assignment of metadata and records management policies without ever having to key index values.  Direct contribution capabilities into the file structure are also available from Word, Excel, PowerPoint and Outlook.

The County went live with this new Records Management solution a few weeks ago and is now moving toward a completely automated records management system in PWU. This solution also provided the County with the infrastructure to facilitate Public Disclosure Requests and to automate records management County-wide. The benefits will be far reaching as the County moves into full production and later expands the many enterprise capabilities of Oracle 11g.

Debbie Horton
ImageSource
Communications Director

Migrate to Oracle 11g? Ask Me!

Looking to migrate documents out of an older version of Oracle?

ImageSource is a specialist in migrating the Oracle older versions of IPM and UCM into the latest Oracle IPM and UCM platform – 11g.

ImageSource has been installing and maintaining content management systems since the early 90s. They have extensive expertize in most industries, including both the public and private sectors. ImageSource has installed the 11g platform for records management in a large county in the Pacific Northwest and are planning to convert several large clients from prior versions of the software to the latest release of Oracle.

ImageSource has had a lengthy track record with the product, with the first installation at Costco Wholesale in 1993. There are more than 60 applications running on IPM with access to more than 1,000 users with approximately 125 million objects that have been added to the library since the early 90s. Whether an image was created in 1993 or 2011, the system can recover it easily.

The migration from prior platforms to 11g takes a lot of thought and requires considerable experience in both the older and newer versions.

Terry Butler
Chief Solutions Officer
ImageSource, Inc.

What is ECM- Engine Control Module? Equity Capital Market? Enterprise Content Management?

As with any new job there is a learning curve- learning about the industry, specific products and just how things are run. Having come from outside the ECM industry,  I expected my first few months at ImageSource to be a huge learning curve. No one could have prepared me for how big that learning curve, or rather mountain, was going to be.

I thought that the biggest challenge for me was going to be understanding the variety of products available and technical aspects of them. I could not have been more wrong. While the products and technical foundation are complex, there was a whole other mountain that I needed to conquer before I could even begin to understand what it is we do.

The acronyms.

Those of you in the ECM know what I’m talking about. ECM, BPM, OCR, EMR…I could go on for days!

I  remember on my second day of work someone tried to explain to me what was going on with one of our cutomers, “client XYZ is upgrading from IBPM 10g to IPM 11g and their AP department needs an ECM solution implemented.”

I nodded in agreement, like I knew what I was talking about. In my head I really was thinking…WOAH! Who needs a what now?? Are 10g and 11g a type of car? Since when do we deal with cars? I thought we were a tech company…

A few more conversations like this and I quickly realized that I had a new challenge in front of me- learning all of the acronyms.

I used to think that the military had a lot of acronyms, but I think that the ECM industry could give them a run for their money. There are so many industry specific acronyms. The tricky part is that they are constantly changing, new acronyms are being created and that there are a number of acronyms that can mean the same thing.

To keep on top of all the acronyms I heard people using all day long I started a list. It started on a Post-it and has now grown into three pages front and back of a legal pad. I am constantly adding to the list and looking up new ones too.

I still don’t always know what people are talking about. If you look at the top of my notes from meetings, I have all kinds of three-letter acronyms written across it.

How do you handle all of the acronyms? What is your secret? How do you keep up with the ever-changing and growing list of ECM acronyms?

Apparently I’m not the only one clueless about them either…
Check out our own Ruben Kerson at Nexus ’10 asking people what ECM is!

Jenn Jepson
Marketing/RFP Specialist
ImageSource, Inc.

Vote to See These Valuable ImageSource Presentations at OpenWorld

ImageSource has proposed 3 presentation ideas for Oracle OpenWorld. Please take the time to go to the Oracle Mix website and vote for the ImageSource presentations.

Best Practices for Upgrading to Oracle IPM 11g
This session will explore opportunities for organizations looking to upgrade to Oracle IPM 11g. Expert integrators who have worked with this product from its inception will examine best practices when moving to 11g. We’ll explore how IPM 11g offers a true platform for enterprise deployments. Learn the best way to transition, how you can still use SQL databases and about exciting new features. Explore the extensible architecture, the BPM platform and understand how the open integration to MANY lines of business applications, in a loosely-coupled manner is a good change from the hard coded integration of the past & how it will affect future upgrades.

The Future Direction of ECM – Oracle IPM 11g
The speculation is over and Oracle IPM 11g is upon us. Independent expert integrators will present a case study example on a new implementation and explore how IPM 11g offers a true platform for enterprise deployments. Discover the best way to transition, how you can still use SQL databases and about exciting new features like wizards, searches, inputs & connections to external data sources. Explore why an extensible architecture benefits multiple business processes and how the BPM platform simplifies the implementation of workflow. Understand why the open integration to MANY lines of business applications, in a loosely-coupled manner is a good change from the hard coded integration of the past & how it will affect future upgrades.

Oracle ECM in Higher Ed – Conquering Registration, Transcripts & Financial Aid
Universities are experiencing an explosion of information. The need to control it, even leverage it, has never been greater. From registration to transcripts to financial aid and more, today’s students expect online services and electronic forms facilitating faster decisions and timely responses. This session will explore how Oracle Enterprise Content Management allows institutions to optimize specific, departmental business processes while providing a common platform for all information processes across the enterprise. Higher Ed experts will show how Oracle ECM provides a reliable way for all departments to securely access the same, current, accurate information.

You must become an Oracle Mix member to vote. Please sign up and vote to see ImageSource present at OpenWorld.

To vote:

  1. Click on this link: https://mix.oracle.com/
  2. Register as an Oracle Mix member
  3. Go to the right side of the screen and link on “Suggest A Session 2010”
  4. Sort by title
  5. You must vote for at least three sessions for your vote to count. Please vote for the above three presentations.

Debbie Horton
ImageSource
Communications Director

 

 

The Future Direction of ECM – Oracle 11g

Today I participated in a very interesting webinar today by Andy MacMillan, VP Product Management, Oracle, regarding the release of the much anticipated latest ECM offering from Oracle – 11g.   The speculation is over and it is upon us.  Contrary to popular buzz, they haven’t thrown the baby out with the bathwater and alienated their current clients of the previous IPM versions.  Yes, you can still use a SQL database.  The product is well thought out, clean, and is a true platform play for enterprise deployments.  It is refreshing to see a vendor make a stand against the lower tier, point solutions and talk about extensible architecture that can be used against multiple business processes and span applications.

The workflow / BPM might take a bit of time for clients to get their arms around, but I do believe, once they do, it will be embraced.  The concept of using the BPM platform for imaging across all applications should simplify the implementation of workflow and replication across multiple business processes much easier.  Also, the open integration to MANY line of business applications, in a loosely-coupled manner is a good change from the hard coded integration of the past.  This should make upgrades in the future much easier.

At first glance, and from what I have seen from our test lab, 11g is a complete solution, open and integrated, and a cost effective solution that is well thought out.  There will still be a period where the previous version makes sense to deploy from an experience and proven technology basis, but I’m confident that 11g will be a solid foundation for the future.

As mentioned, ImageSource has 11g installed in a test lab and has been putting it through the paces.  We will be helping clients determine the best strategy and timing for migrations.  We have already developed tools, such as ILINX Export to help in the migration of data.  Please let us know how we can help you in your go-forward strategy.

Stay current by monitoring the ImageSource website for helpful hints and information on our blogs and twitter posts. For more information, please take a look at www.oracle.com/goto/IPM  and also http://download.oracle.com/docs/cd/E15523_01/ecm.htm

Jeff Blissett
Senior Account Executive
ImageSource, Inc.

jeffb@imagesourceinc.com
www.imagesourceinc.com