Component

Basic Local scanning and capture of documents using off-the-shelf devices like desktop scanners or MFPs; generally focused on low volume applications and driven by manual processes Web-based forms which may be used to initiate processes, workflows, or simply capture structured information Simple, centralized, enterprise web-portal, integrated with standardized security for single sign-on authentication Person-to-person asynchronous collaboration capabilities for activities like document authoring; generally used to replace simple email-based collaboration Simple document approval process, typically with a workgroup focus Web-based search across a single content repository

Advanced Distributed document capture through either network-based scanning or fax-based scanning; incorporates some automated recognition (OCR/ICR technology) High fidelity online or paper-based forms with barcode handling, and rules-driven variable form capability Extensive portal interface with personalization capabilities; provides applications, not just static content; development environment available for extension or customization Team- or activity-based collaboration capabilities, focused on providing a common virtual environment to share information and interact on a particular task, project, or activity Ability to customize and create more advanced information processing workflow (including rulesbased workflow automation) Web-based and web services-based searching across a variety of enterprise content systems. with aggregated search results; fully integrated with security to limit search results to authorized content Advanced document creation and editing, with utilities for formatting, page layout, markup, and compilation User, Process, Application control; distributed administration Enterprise-wide taxonomy structure with detail in areas that require it; tools in place to manage metadata and taxonomy structure; manual process to update repository to reflect taxonomy structure Advanced version management including red-line management, and version merging/branching, standardized integration with records management Includes the ability to extract and tag documents with metadata found in the document text or document barcodes Fully secure and template-driven content development through thin client for a majority of content management tasks; scheduling and automated publishing capability; workflow for content approval Rules-based capture of inbound/outbound email with the ability to tag or classify email; ability to extract attachments to a centralized repository to eliminate storage of duplicate attachments Automatic capture of business records through manually built processes; ability to create RM-related reports and conduct searches against records Automated report archival and storage; integration with business processes that generate report content

Specialized High volume scanning center that receives high volumes of paper documents for capture; includes significant levels of automated recognition Online/offline forms that are data-driven (to dynamically lookup/ pre-populate information), dynamic barcode generation, and direct integration with business applications Portal dedicated to specialized applications like contract management, which may or may not be built on top of an existing portal technology Fully integrated collaboration technology that allows interactive video conferencing, application white boarding, process integration, etc. Ability to extend workflow outside of the organization through document embedded workflow or integration with a third-party process management solution Ability to search both structured and unstructured content repositories in a single search

Capture

E-forms

Portal

Collaboration

Workflow

Enterprise Search

Document Composition Security Taxonomy / Classification

Basic document creation with templates

Advanced document creation with print management and publishing services; publishing and distribution separate from composition Can establish security profiles for external partners Synonym/thesaurus capability; mapping of multiple systems into a single common taxonomy; tools that integrate with major content repositories to update repository structure to match taxonomy Auto-classification technology to automatically categorize content when it is saved into the system Highly automated routing and processing of high volumes of images based on predefined processes and rules; seamless integration with line-of-business systems and applications Advanced web content management with full blown DAM capabilities and DRM integration

Basic user authentication and access rights Application-specific taxonomies and metadata schema; no tools to simplify the management of taxonomy structure Simple library services for document check-in/ check-out, and basic version management Basic repository for managing and storing images and their metadata

Document Management Imaging Repository

Web Content Management

Simple off-the-shelf tools for the creation and deployment of web pages and digital assets; includes simple version management for team-based content development Automated capture of all inbound/ outbound email

Email Management

Email management fully integrated into a corporate RM system with fully searchable content (for a limited group of authorized users) Rules driven RM that is fully integrated into content systems and business applications that generate or store content (e.g. DM, WCM, ERP, etc.) Fully managed report management with integrated RM and complete lifecycle management on storage device

Records Management

Ability to manually tag content as a business record (includes both paper and electronic records) Ability to store reports (typically computer-generated output) and related metadata in a content repository (may require manual steps) Storage and retrieval of digital assets

Report Management

Digital Asset Management Storage

Includes some dynamic (creation) capabilities, enterprise access into repository; some ECM integration Integration of content repositories with hierarchical storage management system to handle rules-based content lifecycle management (e.g. move content to offline when over 3 years old)

Advanced dynamic capabilities, focus on UIs and tools (such as search), enterprise access, full incorporation into ECM Hierarchical storage management fully integrated with the RM system for automated content archival, disposition, and lifecycle management

Simple network-based storage infrastructure