Choosing Open Source ECM - Success Story with Shimano & Acquity Group

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© 2007, 2008 Acquity Group, LLC | Confidential and proprietary information | www.acquitygroup.com

ACQUITY GROUP

Open Source ECM: A Shimano Success Story May 14, 2008

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Agenda

» Open Source and ECM – Our Perspective (10 minutes)

» Shimano Case Study (15 minutes)

» Shimano Media Project Highlights (10 minutes)

» Summary (10 minutes)

» Q & A (15 minutes)

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About Shimano

» Japanese company founded in 1921

» Headquartered in Sakai City, Osaka, Japan

» Annual revenues 1.5 billion (USD)

» Multiple sales/marketing/distribution/manufacturing offices around the world

» Bicycle Components

» Fishing tackle

» Snowboard equipment

» Cold-forging parts for the automobile-related industry

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About Acquity Group

» End-to-end provider of strategy, technology and design solutions

» Headquartered in Chicago with regional offices in Irvine,

Scottsdale, Overland Park, and Dallas

» Founded in 2001, and working with Shimano since 2002

» Over 300 customers

» Alfresco Gold Partner

Open Source and ECM – Our Perspective

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Open Source in the Enterprise

» Enterprise Application & Integration gaining more popularity in the

shift to OSS

» 29% of companies using OSS in Content, Communications, and

Collaboration, while 19% plan to use (Gartner 2007 Survey)

DESKTOP APPS• Open Office• Mozilla Firefox• GIMP

ENTERPRISE APPS• Alfresco ECM• JOOMLA• Magnolia WCM

INTEGRATION• Mule• ServiceMix• Active MQ• OpenLDAP

APP SERVERS• JBoss• Tomcat• Apache• Geronimo

OS• Ubuntu• OpenSolaris• OpenSuse

(Xen Virtualization)

DATABASE• MySQL• Postgres• MaxDB• Ingres• Apache Derby

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Why Open Source?

Who identified and initiated the OS projects?

» User driven demand; the business in the need of a new or improved

solution while being fiscally responsible

» Digital Asset Management (Alfresco) was the key project that started the

current interest in open source solutions

What justification, business case?

» Best of breed application

» Ensuring the proper mixture between proprietary solutions and open

source solutions

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Open Source in the Enterprise: What’s Our Position

Openness

A good mixture of both; open source and proprietary

Community

Try before full commitment

Shimano Case Study: Implementing Digital Asset Management

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Shimano Case Study: Technology Stack

» Web Technology Portfolio

» Proprietary Web Content Management

» Proprietary E-Commerce / B2B

» Proprietary SOA Infrastructure

» SQL Server Database

» Windows 2003 OS

» Integration with several ERP systems world-wide

» Move to Open Source

» Web Servers: IIS to Apache

» Web Caching: Squid

» Application services built on: Spring, Hibernate, Apache Commons…

» Potential use of Open Source ESB Solutions

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Shimano Case Study: What does Digital Asset Management mean to Shimano?

AssetServices

Content Management

CollaborationAdministration

Infrastructure

Go

vern

ance

& O

pe

ratio

ns

Bu

sine

ss Imp

act

Asset Services§ Transformation & Rendering§ Rights Management§ Notifications and Alerts§ Distribution and Syndication§ Catalogs and Collections

Content Management§ Library Services§ Metadata & Taxonomy§ Ingest, Import and Load§ Versioning and Variation§ Internationalization

Administration§ Auditing and Reporting§ Archive Management§ User & Group Management§ Authentication/Authorization§ Triggers and Notifications

Collaboration§ Advanced/Federated Search§ Saved Searches§ Workflow § Lightboxes§ Team Collaboration

Infrastructure§ Storage§ Global Distribution§ Integration§ Network (Public vs. Private)

A digital asset is content along with data about the rights of use. These assets can be text, documents, images, or other multimedia files.

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Shimano Case Study: Digital Asset Management Objectives

» Asset Management

» Shimano had an immediate need to manage globally shared electronic

documents and assets in a single repository. Previous methods included

local hard drive storage, network drives, and email.

» Asset Collaboration

» Within the context of a project team, Shimano had the need for more

effective ways to share and collaborate project documents. The absence

of versioning and check-in/check-out facilities often led to multiple

document revisions, overwriting of document changes, and unintended

loss of content.

» Asset Distribution

» Shimano needed standardize distribution methods to internal and external

parties. Previous methods included FTP, email, and snail mail.

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Shimano Case Study: Digital Asset Management User Profiles

» Targeted User Groups

» Product Managers

» Marketing

» Engineering, IT, Warehouse Operations

» Corporate

» Shimano External Consumers

» Dealers, OEMs, Distributors

» 3rd Party Agencies

» Media, Press

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Shimano Case Study: Digital Asset Management Project Background

» Vendor Selection Process Q4 2006

» Alfresco selected Q1 2007

» Phase 1 implementation through end of 2007

» Phase 2 Media Project Q1 2008

» Phase 3 Enhancements Q3-Q4 2008

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Shimano Case Study: Alfresco’s Winning Combination

» No named user license model

» Extensible content and security model

» Easier integration with 3rd Party Java software through Spring configuration

» Desktop Integration through WebDAV & CIFS

» Internationalization and Federated Searching

» Double Byte support

» Better product roadmap alignment with Shimano’s Digital Asset Management

vision

» Great community backing!

Shimano Media Project Highlights

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Shimano Media Project Highlights: Overview

Goal: To enable existing Alfresco investment to create connections

both inside and outside the Shimano enterprise to deliver digital

assets to the right people at the right time around the world…

Outside Shimano

» Dealers and OEMs

» 3rd Parties (Advertising, Creative, Press, Media)

» Customers

Inside Shimano

» Marketing

» Customer Support

» Product Development

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Shimano Media Project Highlights: Media Architecture

User Request

REST URLXML Response

HTML

DWR

EXT-J S

SPRING

HTTP Client

ACEGI

Web Application

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Shimano Media Features: Alfresco Web Client

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Shimano Media Features: Browsing

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Shimano Media Features: Image Close-ups

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Shimano Media Features: Search

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Shimano Media Features: Search Results Filter

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Shimano Media Features: Quick Downloads

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Shimano Media Features: Add to Cart

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Shimano Media Features: Transformations

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Shimano Media Features: Download Zip File

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Shimano Media Features: Content Description File

Summary

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Summary: Lessons Learned

» Get involved in the community

» Share your experience, and collaborate on solutions

» Understand how community (open and enterprise) discussions drive product features

» Build your network from community members, vendor, and systems integrators

» Do your research on the product support

» Documentation – Wiki, forums, community vs. enterprise issue tracking/support

» Issue resolutions

» Issue escalation

» Make sure vendor delivers a clear message on product roadmap and see if that roadmap aligns with your company’s vision

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Summary: Lessons Learned

» Adoption should include well-defined discrete projects

» Quick Wins First

» Evangelize and deploy to other departments/business units

» Make early investments on

» Information Architecture

» Governance

» Application Architecture

» Process and governance is an evolution

» Culture Shift

» New processes

» End user on-boarding (resistance) – I’m too busy…

» Establish a communications plan

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Summary: Our Position

Openness

A good mixture of both; open source and proprietary

Community

Try before full commitment

Q & A

CHICAGO, IL (HQ) DALLAS, TX

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www.acquitygroup.com

Julian LambertShimano

[email protected]

Emil LoretoAcquity Group

[email protected]

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