C3 Associates

There’s been an interesting convergence of opinion pieces and hard news over the past 24 hours that speak to the future of Enterprise Content Management as we know it. I know that sounds a bit melodramatic but I sense that we’re in the midst of a seismic shift in the way organizations view ECM applications and the way vendors are providing those applications.

Yesterday, Matt Asay of CNet compared the recenty hype about Google’s Chrome browser to the quiet (or maybe not so quiet if you’ve been paying attention to the ECM blogosphere) reality of SharePoint’s massive expansion within the enterprise. His suggestion that Google has a long way to go to grab the attention of corporate IT groups and displace Microsoft is an understatement to say the least. He goes on to say that the trick for Google and others is to focus on interoperability if they have any hope of challenging SharePoint.

Matt is either incredibly astute or just plain lucky because it looks like Microsoft and friends have beaten Google to that punch as well. Today, Microsoft, EMC and IBM, supported by other key ECM vendors including Open Text, Alfresco, SAP and Oracle announced the Content Management Interoperability Services (CMIS) standard (see also the Yahoo Finance article on this).

At this point in the history of ECM, I think Google Chrome and Google Sites are just noise from an enterprise point of view. Until we see significant adoption in the real world and some acknowledgement from Google that content has a lifecycle, I’m not going to consider Google tools as part of the ECM equation.

And that equation, in my mind, includes both collaboration and control. All true ECM tools enable both but each tool does some things better than others. Traditional ECM applications like Livelink, Documentum and FileNet are very strong when it comes to controlling content but have not been noted for their ease-of-use when it comes to collaboration. SharePoint, on the other hand, is not the first choice amongst the records management community but provides arguably the best enterprise-ready collaboration platform on the market.

Which brings me back to the CMIS Standard.

My first impression about the impact CMIS will have in the ECM market is that it validates what I’ve been saying for a while. SharePoint will not be the video that kills ECM’s radio stars (hands up all you Buggles fans; be honest). CMIS allows organizations to legitimately pursue an “all of the above” ECM strategy and removes any impediments they may have in deploying SharePoint to supplement an existing ECM application. At the same time, traditional ECM vendors will continue to survive and thrive as they support content that requires more rigorous controls.

Ultimately, as the news release announcing the CMIS standard says, this should be all about the customer. Of course we all know that vendors don’t do things out of the goodness of their hearts, there’s clearly something in it for them as well. Here’s hoping that the CMIS standard will help break down barriers to successful content management by providing the best of both collaboration and control to the benefit of everyone.

Open Text Chairman and Chief Strategy Officer Tom Jenkins was featured in an extensive article in the July 21 edition of the Globe and Mail. You can find the article along with an audio interview here.

In addition to several hockey references that underscore the company’s Canadian roots, Jenkins made a couple of interesting comments about the “acquire or be acquired” nature of the software business. Let’s just say he didn’t do anything to dispel the speculation that Open Text will someday be acquired. At the same time, I think he didn’t take enough credit for the good work Open Text has done to become (and remain) Canada’s largest software company. He put a lot of it down to luck and also the ability to operate in relative obscurity due to the overwhelming success of Research in Motion (the makers of the ubiquitous BlackBerry, in case you didn’t know).

In my mind, Open Text has done a good job of positioning its technology to address a growing need while at the same time marketing well. The supposed “threat” to Open Text posed by SharePoint has yet to materialize and as the market comes to better understand how each of the products are positioned it seems even less likely that SharePoint will erode Open Text’s market share. Open Text’s “keep your friends close and your enemies closer” strategy seems to be working. We’re certainly seeing a lot of interest in hybrid solutions (using both Livelink and SharePoint) here in Calgary and I imagine that is likely the case elsewhere as well.

*so long as I build out the required functionality myself.

Let me explain.

I attended a customer demonstration session today given by Elliot Gerard of General Mills, the good people who bring you Count Chocula cereal and the Pillsbury Dough Boy (getting hungry just thinking about it). They are long time SharePoint users dating back to the original “Tahoe” version in 2001 and have developed a significant amount of in-house expertise with the tool since that time. In addition, they have a good relationship with Microsoft and regularly share knowledge about SharePoint between their technical team and Microsoft’s experts.

The work that General Mills has done in SharePoint is nothing less than impressive. They have created pretty much everything I think is needed to fill some of the gaps in the application. For example, they’ve built in a unique SharePoint documnent ID structure that allows for persistent linking to documents in SharePoint libraries, created a really slick way of adding metadata when uploading multiple documents at one time and have built a custom records dispostion process that allows users to either delete or renew any documents that have passed their retention periods (the way they’ve handled the application of retention information in the first place is cool too, but too detailed to go into here). I suspect this is exactly the kind of work Microsoft was hoping would happen given the flexible development capacity of the tool. If the reaction from the reps ranging from large technology companies and airlines is any indication, Microsoft is going to face a fair bit of pressure to include many of the features General Mills has created in the next version of SharePoint.

The likelihood that some or all of this functionality will be baked into SharePoint’s vNext seems even higher given the intersting discussion I had with a couple of members of the SharePoint development team at the ‘Ask the Experts’ lunch. I felt a bit sorry for everyone wearing the bright white “Ask Me a Question, I’m an Expert!” t-shirts but I guess that falls into the category of “other duties as assigned” in the standard Microsoft employee agreement. But I digress. The guys I spoke with confirmed that some of the finer points of ECM are a bit new to the more senior people at Microsoft (see my last couple of blog posts for more examples of this) but they said that the level of understanding was growing. Their plan seemed to be to allow partners and customers to build out missing functionality to see what really is required by the end user community and that the best examples of these customizations will be included in future versions of the tool. No one was willing to commit to anything formally of course but I was left with a good indication that at least a few of the functions General Mills has built would be included in the next release (if not exactly the same, the basic concept will be there).

Now, before you go and accuse me of being anti-SharePoint (or pro-SharePoint, or pro- / anti-anything else) let me say that the approach Microsoft has taken is a sound one; allowing the user and developer communities to really drive the requirements for a tool in a real-world setting is a great idea. Some may look at this and say that the tool is half-baked, others would say it’s extremely flexible. Neither perspective is wrong. As I think I say at least every other post, it all depends on what problem you’re trying to solve. If it’s collaboration you’re after and you’ve got a couple of .NET rock stars in your stable, fill your boots with SharePoint. If you need to meet stringent regulatory requirements or get sued a lot, consider Documentum or Livelink. If you’ve got both scenarios at your organization, consider implementing both. Tools to connect SharePoint and other ECM apps are also maturing rapidly and hold the potential to create a ‘best of both worlds’ scenario, so hopefully everyone wins in the end.

Looking forward to seeing my family again tomorrow after what has been a long four days. It was definitely worthwhile to attend this event and Microsoft did their usual good job of keeping us well-fed and entertained. It will be interesting to see how things evolve with the product come this time next year.