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1 IBM Information On Demand 차세대금융 IT 시스템을위한 IBM Enterprise Content Management 손승수 IBM 소프트웨어그룹 Copyright IBM Corporation 2007

2 목차 차세대금융환경과 IT 의지원 증권, 금융시장의발전방향 IT 활용방안 IT 환경의변화 Data Business Process IBM 솔루션 FileNet 솔루션 DEMO 차세대 IT 환경과의연계 : 상품개발시스템 ( 예시 ) 시장평가 IBM ECM 의핵심차별성 2 IBM Corporation 2007

3 차세대금융환경과 IT 의지원 차세대금융환경 고객중심 통합상품지원 IT 의지원 사용자중심에서고객중심시스템으로전환 상품개발시스템 (Product Factory) 서비스지향아키텍처 (Services Oriented Architecture) 채널통합 (Multi Channel Integration) 전사아키텍처관리 (Enterprise Architecture ) 비즈니스프로세스관리 (Business Process Management) 비즈니스룰관리 (Business Rule Management System) 3 IBM Corporation 2007

4 증권 금융시장의발전방향 4 IBM Corporation 2007

5 5 IBM Corporation 2007

6 IT 환경의변화 Data 전통적방법인터넷참조방식 手記자료 단순한고객데이터 간단한문서 정적정형데이터 html, txt 동적정형데이터 Database 비정형데이터증가 멀티미디어데이터 데이터의폭발적증가 RFID, 전화, 카메라등 6 IBM Corporation 2007

7 IT 환경의변화 Connectivity 전통적방법인터넷참조방식 구조적 연산중심 데이터처리 트랜잭션 어플리케이션내직접연결 개방형표준 연결성중요 유연성 단순화 목적별로독립적연결방식 HTTP, TELNET, FTP, 통합 모듈중심 ; 서비스방식 (WS) 재사용성중요 개방성과이식성 HTTP 를기반프로토콜로사용 IBM Corporation 2007

8 Data Data 와 Content 의진화 계좌 계좌 계좌 고객 계좌 계좌 계좌 고객사진가족사항고객등록증사본등 계좌 계좌 계좌 8 IBM Corporation 2007

9 기업 Data 의 80% 는비구조 Data Databases 9 IBM Corporation 2007

10 다중보관소는더욱관리와활용을저해 Don't know 17% 1 repository 5% The Future of Content in the Enterprise, Connie Moore and Robert Markham More than 15 repositories 25% 36% 2-5 repositories 14% repositories 4% 6-10 repositories Base: 81 North American decision-makers (multiple responses accepted) 10 IBM Corporation 2007

11 ECM; Enterprise Content Management Content Web Pages Create & Capture Services Access & Search Forms Electronic Documents Revise Applications Process Reports Users Manage, Store & Preserve Partners Monitor Customers Collaborate Scanned Documents Security Distribute Compliance Graphics & Video s XML Documents Enterprise Content Management 11 IBM Corporation 2007

12 Enterprise Content 란? 12 IBM Corporation 2007

13 정보는여러곳에저장되어독립적으로활용 Customer Service Marketing Finance Sales Mfg Legal HR R&D 13 IBM Corporation 2007

14 정보통합은비용과시간그리고그에따른위험을수반 Customer Service Marketing Finance Sales Mfg Legal HR R&D CALL CENTER CRM SELF-SERVICE COMPLIANCE WEBSITES Imaging/ Document Mgmt Report Mgmt Web Content/ Media Asset Mgmt Database/ Custom Systems Network File Systems Workflow/ Business Process Mgmt 14 IBM Corporation 2007

15 Document, Content, Data 그리고 Object 하나의통합된저장소혹은관리체계가있다면? Customer Service Marketing Finance Sales Mfg Legal HR R&D CALL CENTER CRM SELF-SERVICE COMPLIANCE WEBSITES? Imaging/ Document Mgmt Report Mgmt Web Content/ Media Asset Mgmt Database/ Custom Systems Network File Systems Workflow/ Business Process Mgmt 15 IBM Corporation 2007

support decision Content Folder Content Form Folder Images, Form Images,

16 Business process Content 가포함되거나그렇지않은 Business processes Systems People Documents Automatic System Integration Notify result Attach Documents to support decision Content Folder Content Form Folder Images, Form Images, Database Transaction System ERP System Host System 16 IBM Corporation 2007

17 Business process 는결정을쉽게한다 모든것은적절한결정을위하여제공 가장정확하고, 적절한정보가제공되는가? 모든단계가적절하게진행되었는가? 적절한사람들이관련되어있는가? 필요한순간에적절한결정이이루어졌는가? 17 IBM Corporation 2007

Files Photos, Graphics, Video Email BPM & Enterprise

18 그리고, 대다수의결정에는 Content 를필요로한다 Web Pages Forms Electronic Documents Business Process Reports Paper Documents & Files Photos, Graphics, Video BPM & Enterprise Applications Fax Other Repositories 18 IBM Corporation 2007

19 Process 와 Content 의통합의효과 Content-aware Process Content 변경은새로운 Process 를기동 Active Content Process 는필요에따라 Content 를변경 Content 는 Process 의전후관계를설정 Process, Rule, Form 들은버전관리되고, 검색등의작업수행이가능한 Content 형태로관리 Process-aware Content 19 IBM Corporation 2007

20 BPM 과 ECM 은어떻게서로연관되는가? Source: AIIM 2007 State of ECM Industry Survey 20 IBM Corporation 2007

21 Content- 기반 Service 혹은 Process Other Services ERP CRM Host ECM Platform Content 21 IBM Corporation 2007

22 Content- 중심 Process 를위한 IBM 의통합된접근 IBM 의통합된접근 : IBM FileNet 솔루션 Content Imaging/Capture Doc Mgmt Web Content Mgt. Content Federation Collaboration Process Modeling Dev Framework Workflow Simulation Analytics Forms Compliance Records Mgt. Mgt. Discovery Shared Drive Mgt. Applications 22 IBM Corporation 2007

23 Content 통합 Content 관리는각종기업내의모든문서의발생에서이관 / 폐기에이르기까지수명주기를통합적으로관리합니다. Contents 관리시스템 관리대상컨텐츠 Contents 수명주기 (Life Cycle) 생성 유통 / 분배 처리 보관 검색 / 활용 보존 / 폐기 User & Expert Group & Community Book & Hardcopy FileNet 통합 Repository 엔진의주요기능 문서등록 문서수발 CI/CO, 버전 / 이력, 보안관리 저장 / 백업 조회 / 검색 삭제 / Admin. 일반전자문서 & Message 타시스템과의연계, 사용자 / 그룹설정, 공유환경제공등 CAD 도면 비디오파일 사운드파일 23 IBM Corporation 2007

24 Process Web 기반의 GUI 툴을통하여직관적으로 Process 를설계및관리가가능하며, 디자인된자료는모두 FileNet Content 저장소에통합저장관리되거나또는 XML 기반의파일로반출이가능하며, Analyzer( 선택사항 ) 를이용하여다양한보고서작성이가능합니다. 직관적인인터페이스로사용하기쉬운 Process Designer Analyzer 를이용하여다양한보고서작성가능 드래그 & 드롭을통한사용자편리성제공좌편에서디자인한내용을우편에서상세내용을볼수있도록함 Pivot 테이블로부터여러관점의변수를드래그 & 드롭하여실시간다차원차트분석 각프로세스의정의및액션정의 24 IBM Corporation 2007

25 Process 다양한조건에따라분기가가능하여 Business 의요건에따라적절하게분기및라우팅작업을수행할수있습니다. Rules-based 분기 정해진규칙에의거하여작업경로를지정 Broadcast 분기 모든작업자에게동시에 Routing Parallel 분기 여러작업자에게동시에업무를배분하여처리하도록작업경로를지정 Serial 분기 정해진수순대로순차적으로업무를처리하도록작업경로를지정 조건에의한분기 시스템에입력되는정보를이용하여조건을확인하여 Routing Ad-hoc 분기 상황에따라비정형적으로 Routing 25 IBM Corporation 2007

26 Process 필요에따라현재수행중인 Process 를실시간으로모니터링이가능하며, 각종 Event 기반으로관리하여다양한환경에서의다양한업무를적절하게관리, 감독이가능합니다. 프로세스모니터링 사용자별필요에따른 KPI 를통합모니터링 역할, 작업혹은개인별로정의가능한보기 실시간운영상황확인 다양한 Event 감지및관리 각 Process 별로처리상황확인및사용자변경처리등 26 IBM Corporation 2007

Compliance Document Management Report Management Team Collaboration Imaging Web Publishing Forms Manager Content Manager Content Classification & Taxonomy Business Activity Monitoring Business

27 Compliance Document Management Report Management Team Collaboration Imaging Web Publishing Forms Manager Content Manager Content Classification & Taxonomy Business Activity Monitoring Business Process Manager Records Manager Management & Archiving File System Management Search & Discovery Compliance 조건을위해 FileNet P8 의 Records Manager, Content Manager, Forms Manager 그리고 Business Process Manager 를통하여 Archieve, Sustain 과 Prove Compliance 환경구축이가능합니다. Achieve Compliance Sustain Compliance Prove Compliance 27 IBM Corporation 2007

28 28 IBM Corporation 2007

29 차세대금융 IT 와 IBM FileNet 의연결 상품개발시스템 상품개발시스템 기업내연계필요시스템 Portal 연계요건 안내 Mail 발송요건 상품정보연동요건 상품기획 상품개발 상품판매 상품사후관리 e-biz 안내 SMS 발송요건 상품온라인판매및관리 CRM 비정형정보조회요건 고객정보및지원 상품개발시스템 (Product 상품팩토리시스템 (KBPF) Factory System) 계정계시스템 금리정보등시장정보 고객계좌정보취득 DW 상품개발에분석데이터활용 각종추가요건처리 29 IBM Corporation 2007

30 상품개발단계별 Process 예시 시장탐색및아이디어개발 신상품개발 기존상품수정개발 상품성검증결과등록 상품컨셉등록 손익분석결과 & 근기등록 관련부서협의결과등록 신상품개발안등록및출시 상품성검증 상품컨셉설계 손익분석 관련부서협의 신상품개발및출시 상품설계의파라미터화를통하여유연성극대화 현재진행상태모니터링 리뷰결과등록 출시후리뷰 개발상품의 Life Cycle 및 Event 관리 30 IBM Corporation 2007

31 시장내위치와솔루션사용률 ECM Vendor IBM/FileNet OpenText/Hummingbird EMC/Documentum/Legato Interwoven Vignette Oracle/Stellent Allen Systems Group/Mobius Hyland Microsoft Others Total Market Share % 17.5% 14.3% 6.1% 3.9% 3.8% 3.2% 2.6% 1.4% 23.1% 100.0% Competitors Microsoft Oracle Vignette Interwoven IBM Source: Gartner Inc.; Market Share: Enterprise Content Management Software, Worldwide, ; May 11, 2007; Tom Eid 31 IBM Corporation 2007

Gartner/Forrester 평가 Gartner Magic Quadrant ECM, 2007 Forrester Wave BPM for Doc-centric processes, 2007 The Magic Quadrant is copyrighted 2007 by Gartner, Inc. and is reused with permission.

32 Gartner/Forrester 평가 Gartner Magic Quadrant ECM, 2007 Forrester Wave BPM for Doc-centric processes, 2007 The Magic Quadrant is copyrighted 2007 by Gartner, Inc. and is reused with permission. The Magic Quadrant is a graphical representation of a marketplace at and for a specific time period. It depicts Gartner s analysis of how certain vendors measure against criteria for that marketplace, as defined by Gartner. Gartner does not endorse any vendor, product or service depicted in the Magic Quadrant, and does not advise technology users to select only those vendors placed in the Leaders quadrant. The Magic Quadrant is intended solely as a research tool, and is not meant to be a specific guide to action. Gartner disclaims all warranties, express or implied, with respect to this research, including any warranties of merchantability or fitness for a particular purpose. The Forrester Wave is copyrighted by Forrester Research, Inc. Forrester and Forrester Wave are trademarks of Forrester Research, Inc. The Forrester Wave is a graphical representation of Forrester's call on a market and is plotted using a detailed spreadsheet with exposed scores, weightings, and comments. Forrester does not endorse any vendor, product, or service depicted in the Forrester Wave. Information is based on best available resources. Opinions reflect judgment at the time and are subject to change. 32 IBM Corporation 2007

33 IBM ECM 의핵심차별성 ECM 과 BPM 을위한포괄적솔루션 Active Content: 다양한환경에서의단일화되고, 명확한정보의전달에활용및단순한 Data 뿐아니라, 다양한 Metadata를포함하는Content로확장하여정보의저장가능 Business Agility: SOA 서비스화된컴포넌트어플리케이션을 BPM의서비스로지원하며, 전사적으로중요한비즈니스서비스의재사용성을제공 제품의성능, 신뢰성그리고확장성 Content Anywhere: 다양한플랫폼지원과 Cluster 환경의지원으로하나의Content를다양한곳에서동시에관리및활용 Enterprise Compliance: 보안, 접근그리고권한확인을통하여위험성을최대한관리하며, 일반사용자의불편을최소화 Enterprise Report Management 다양한형태의패키지제품솔루션 : Content Manager & Content Manager On Demand packaging with WAS, database and storage management. 33 IBM Corporation 2007

34 IBM ECM Bring it All Together Process Workflow Simulation Analytics Forms Development Framework (Active) Content Imaging / Capture Document Management Web Content Mgt. Content Federation Collaboration Compliance Records Mgt. Mgt. Search & Discovery Shared Drive Mgt. Classification Platform 34 IBM Corporation 2007

Service-Oriented Architecture Copyright Tmax Soft 2005

Service-Oriented Architecture Copyright Tmax Soft 2005 Service-Oriented Architecture Copyright Tmax Soft 2005 Monolithic Architecture Reusable Services New Service Service Consumer Wrapped Service Composite