FROM IDEA TO SW PRODUCT M-FILES Veikko Juusola
FROM IDEA TO SW PRODUCT
M-FILES
Veikko Juusola
• Company History• Evolution of the product• Processes and organization
CONTENT
§ Motiivi Oy & M-Color§ Motive Systems§ M-Files product§ Motive Systems Inc.§ Name change to M-Files corporation§ Cloud business§ Growth of business§ Current status and visions
COMPANY HISTORY
MOTIIVI OY & M-COLORMotiivi Oy 1989, company focused originally in civilengineeringAutoCAD in use, but problem was that printing of coloredpictures was not supportedDevelopment of M-Color SW was started by CEO's son AnttiNivala during he's highschool timeM-Color evolved into form of sellable product little by little.Antti started IT studies in TTKK after army, did his diplomafor Nokia, graduated and went back to Motiivi Oy
MOTIVE SYSTEMSIT business was separated from Motiivi Oy into its owncompany in 2000New company was Motive SystemsEmployee count was 6M-Color sales generated steady revenue for Motive SystemsAlso customer projects were done during the early yearsManaging the mess of the multitude of documents wasnoticed, by own experience, to be a huge problem forcompanies in civil engineering
M-FILES PRODUCTAn idea for new product came from problems noticed indocument management in Motiivi OyDevelopment of M-Files started around 2002After three years, the first version of M-Files was ready in2005 and sales startedEmployee count was around 10Sales started to grow during 2006 and the company startedto grow according to sales growthRevenue was mainly generated via:§ M-Files licenses, new licenses sold§ M-Files consulting, deployments of M-Files product by M-Files personnel
MOTIVE SYSTEMS INC.In the beginning of 2009 Motive Systems Inc. was founded inthe USACEO of a customer company started working in MotiveSystems in Dallas TexasThe idea was to grow marketing, direct sales and channelsales for breaking into the vast markets of the USAOrganic growth continued and employee count was around40 at 2009 with revenue of €2.8 M
M-FILES CORPORATIONDuring 2010 it came clear that potential customersrecognized the name of the product, but were not able toconnect it to Motive SystemsTo gain all the possible marketing value, the company namewas changed to align with flagship product and M-FilesCorporation was born May-2011Organic growth continued and employee count was close to90 at 2011 with revenue of €5 M.
GROWTH OF BUSINESSOrganic growth continued with around 40% annual revenuegrowth during 2005 - 2012New features were added into product and M-Files cloudvault offering started 2010Early 2013 venture capital €6 M was raised to boostinternational growth while technical advantage still existsMajor investment in sales, channel and consultingMajor investment in R&D and Customer Support to maintainthe technical advantage over competitors and keepcustomers happy.
CURRENT STATE AND VISIONSThousands of customers350+ Resellers in 70 countries220+ employeesOffices in Europe and the USRevenue generated mainly via:§ M-Files license sales§ M-Files consulting, deployments of M-Files product by M-Files staff§ M-Files cloud offering (SaaS)
Continue with strong growth and "Change the Way theWorld Thinks about Information Management"
§ Need for M-Files product§ Problem with folder structure§ Simple as iPhone§ Folderless solution§ Integration with Windows§ New approach to information management§ Documents by customer§ Documents by project§ Main features by version§ Client Server Architecture§ UI examples§ Recognition and Awards§ Customers
EVOLUTION OF THE PRODUCT
NEED FOR M-FILES PRODUCTClear need for easy to use document management producthad been recognized§ Folder based architecture is a major cause of distraction … where should I
put this document …à Let's strive for folderless solution
§ End user should not even notice that document management SW is in use,otherwise they refuse or forget to use it and use local discs instead
à Let's integrate with Windows so tightly that user don't really see thedifference on Windows explorer
? WHERE IS THE BEST PLACETO SAVE THE DOCUMENT?
the problem WITH FOLDER STRUCTURES
Hearing Aid ProposalSeptember 2013for A&A ConsultingPrepared by Andy
M-FILES: NEW APPROACH TOINFORMATION MANAGEMENT
New approach to DM/ECM/EIM§ Information is organized, processed and
managed by what it is, not where it is stored§ Metadata-based architecture§ All data in one place, including documents,
paper scans, important emails§ Structured and unstructured data
When metadata is set, document isvisible in all the views where it isneeded and user can create views onneed basis.
PLAYLIST
ARTIST
GENRE
ALBUM
iPhoneit's as simple as an
FOLDERLESS SOLUTIONAlthough M-Files looks like a folder structure, it in realityrelies on relational database and document listings (folderfrom the ordinary user perspective) are created dynamicallyby utilizing SQL queriesWhen browsing to a view, an SQL query is made to create alist of documents needed in the listing§ M:\Sample Vault\1. Documents\By Customer\A&A Consulting (AEC)
§ Confirmation of Order - Land Construction.doc§ …
§ M:\Sample Vault\1. Documents\By Project\Austin District Redevelopment§ Confirmation of Order - Land Construction.doc§ …
INTEGRATION WITH WINDOWSOwn file system driver was created to mimic disc forWindows (M-drive)This enables usage of basic Windows explorer commandsand adding commands like Check Out and Check In, Historywith Rollback option to familiar user interface
DOCUMENTS BY CUSTOMER
DOCUMENTS BY PROJECT
FEATURES BY MAIN RELEASE
2007 M-Files 4.0Offline capabilitiesEmail imports
2008 M-Files 5.0Native integration with Officeand AutoCADReplicationM-Files API
2009 M-Files 6.0MS SQL Server SupportMulti-language metadataOCR supportEvent handlers and scriptsImproved Web Access
2010 M-Files 7.0Larger vault supportImproved usabilityImproved email archivingM-Files Cloud Vault
2011 M-Files 8.0ReportingAudit Trail, eSigningMetadata-driven permissionsMobile access
2012 M-Files 9.0Multiple Vault Co-operationCo-authoringDashboards and UI extensions
2002product development kickoff
2005 M-Files 1.0Windows Explorer integrationMetadata-driven approach fordata management withembedded Firebird DBVersion control
2006 M-Files 2.0IndexingContent-based searchWeb Access
2006 M-Files 3.0WorkflowsConnections to the externaldatabaseTemplates
2013 M-Files 10.0New metadata cardUI FaceliftMetada Structure ReplicationNative mobile aps.
CLIENT SERVER ARCHITECTURE
Windowsclient
Webbrowser Smartphone Tablet
M-Files Server
DatabaseFile
systemServer
Administrator
XP, Vista,Windows 7,Windows 8
Internet Explorer,Firefox, Safari,
Chrome, Opera…iPhone, Android,Windows Phone
iPad,Android,
Windows 8
Windows Server2003, 2008,
2008 R2, 2012,Windows Azure
Firebird,SQL Server,
Azure Database
Local disk,NAS, SAN,
Azure Blob Storage
DYNAMIC CONTENT MANAGEMENT
M-Files Server Administrator
Used for managing vaults and metadata structures
DYNAMIC CONTENT MANAGEMENT
M-Files Client UI Home view
DYNAMIC CONTENT MANAGEMENT
Mobile UI is Optimized for Each Device Type
Our Android, iOS and Windows Phone apps have been publishedin Google Play, the App Store and Windows Store.
MAGIC QUADRANT FOR ENTERPRISECONTENT MANAGEMENT2012 & 2013
FORRESTER RESEARCH ECM WAVE2013
DELOITTE TECHNOLOGY FAST 500 EMEA- FINALIST 2010, 2011 & 2013
TREND-SETTING PRODUCT OFTHE YEAR2012 & 2013
CONTENT MANAGEMENT FORKNOWLEDGE WORKERS VENDORLANDSCAPE REPORT- ”MARKET PILLAR”2012 & 2014
100 GLOBAL FINALIST2010, 2012
recognition AND AWARDS
THE 11TH ANNUAL INTERNATIONALBUSINESS AWARDSTHE BRONZE STEVIE® AWARD
DYNAMIC CONTENT MANAGEMENT
M-Files customers in Finland
we haveCUSTOMERS IN
MANYINDUSTRIES
ELECTRONICS
SOFTWARE
GOVERNMENT
HEALTHCARE
PHARMACEUTICAL
AEC
MANUFACTURING
ACCOUNTING
MEDIA
customers & INDUSTRIES
MARKETING/PRPROPERTY MGMT
§ Organization§ R&D Process, overview§ M-Files release phases§ Scrum in a nutshell§ Scrum at M-Files§ Development sprint gearbox
ORGANIZATION AND PROCESSES
DYNAMIC CONTENT MANAGEMENT
Finl
and
/Eu
rope
USA
CEO
Sales andServicesNordics
Sales andServices North
America
ChannelSales Marketing R&D and
Support Administration
R&D AND CUSTOMER SUPPORT
Department personnel : 80
Customer SupportFunction
22
R&D Function57
Senior Director: VeikkoJuusola
1
R&D ORGANIZATION
Personnel : 57 (39/18)
Testing
7
Testautomation
6
DMS andCloud Vault
6
QMS
7
Web Access
9
Mobile
3
Maintenance,improvements andcustomer projects
10
UX/Localization
2
Senior Director: VeikkoJuusola
1
Subcontractor
Own personnel
Mobile/Web
5
CTO: Antti Nivala1
CUSTOMER SUPPORT ORGANIZATION
Personnel : 22 (18/3)
BasicsupportIndia: 3
Basicsupport US:
7
Subcontractor
Own personnel
Customer SupportDirector: Kustaa Jaskari
1
Support FI:11
Product Development
NBS
+EBS
Mar
ketin
gM
anag
emen
tgr
oup
Prod
uct
Man
agem
ent
R&D
Cus
tom
er
Owner: Veikko Juusola Latest Review Date: 19-June-2013
Product strategy
Company strategy
Improvementsuggestion and
bug reports
R&D work
R&D reports to themanagement
group
New productrelease
New M-Filesversion
NewBusiness
Sales
AccountManagement andExisting Business
Sales
Release marketing
Release featurelist suggestion
Release planning
R&D PROCESS, OVERVIEW
M-FILES MAIN RELEASE PHASESWeek 32 Week 36 Week 48Week 40 Week 44 Week 08Week 52 Week 04 Week 12 Week 16 Week 20 Week 24 Week 28 Week 32 Week 36
Sep DecAug Oct Now MarJan Feb Apr May Jun Jul Aug Sep
ReleaseCandidate
Beta 2
ReleasePlanning
FeasibilityStudies and UIConcepts
Finalization, SystemTesting and ReleasingImplementation and Testing
M0Release content
defined and prioritized
M1Content FS and UI
concepts
M3Release
publishing
AlphaMain features
implemented, internalproduction use
M1.1Language variants defined
M2Implementation
complete
Beta 1
M-Files has an annual release cycle with the main release normally published in September(milestone M3)
Release management is based on milestones► Each milestone has criteria to be fulfilled before approval► Approval for the main milestones is granted by the management team
Possible service releases are scheduled if needed
► Service releases may also be customer-specific
EXAMPLE OF RELEASE PLAN
Mobile releases, service releases for 10.0 and minor releases on top of 10.0 beforethe actual full release
wk 1 wk 4 wk16wk 8 wk 12 wk 30wk 20 Wk 24 wk 34 wk 38 wk 42 Wk 46 wk 52 wk 1 wk 4
Feb MayJan Mar Apr AugJun Jul Sep Oct Nov Dec Jan Feb2014 2015
Apr 11, 2014QMS 2.0(Top 10)
Oct 28, 2014QMS 3.0(Top 10)
Feb 14, 201410.0 ServiceRelease 1
May 14, 201410.0 ServiceRelease 2
Mar 31, 2015M-Files 11.0M3
Mar 31,2014 MobileQ1
Jun 25, 2014Mobile Q2
Sep 30, 2014Mobile Q3
Sep 30, 2014DMS 10.2
Jun 5, 2014DMS 10.1
SCRUM AT M-FILES
ReleasePlanning
FeasibilityStudies and UIConcepts
Finalization, SystemTesting and ReleasingImplementation and Testing
Week N+1Week N+1 Week N+2Week N+2Week NWeek N
Sprintplanning
SprintReview
DailyScrum
DailyScrum
DailyScrum Sprint
Planning
DailyScrum
DailyScrum
DailyScrum
DailyScrum
DailyScrum
… …
Sprints
DailyScrum
DailyScrum
SCRUM IN A NUTSHELLThe method consists the prioritized backlog of work items (a.k.a user stories)and sprints where user stories are implemented.
Before starting a sprint, a prioritization meeting is held, where order of userstories is decided. Prioritization meeting serves also as a control point topossible design and development changes.
Each sprint has a planning meeting in the beginning and review meeting atthe end. In planning meeting the development team decides how many userstories they can implement during the sprint.
In a review meeting, each user story is checked against DoD (Definition ofDone), demonstrated and accepted by the product owner if no deviationswere detected. DoD check in review meeting is a major quality assurancecontrol point where e.g. test plans and tests related to user stories areassured to be reviewed and done.
DEVELOPMENT SPRINT GEARBOX
EvenOdd EvenOdd EvenOdd EvenOddWeek
QMS
Cloud vault and DMS
Rev Rev Rev Rev
Rev Rev Rev
Mo Tu We Th Fr Mo Tu We Th Fr Mo Tu We Th Fr Mo Tu We Th Fr Mo Tu We Th Fr Mo Tu We Th Fr Mo Tu We Th Fr Mo Tu We Th Fr
MFWA/MFMA
Maint., Imprv.andcust. proj.
Rev Rev Rev
UX/Localization Rev Rev Rev Rev
Legend:
Rev = Sprint reviewPrio = Prioritization meeting
Prio PrioPrio Prio
Prio Prio Prio
Web Access/Aspire
Mobile Rev Rev Rev Rev
Rev Rev Rev Rev
Rev Rev Rev
Sprint reviews between teams are synchronized to enableproduct owner participation as much as possible
Each team will have their own sprint planning, daily scrumand sprint review meetings
M-FILES CUSTOMER SUPPORT AND SERVICE OFFERING
Upgrades: New features and functionalities
Standard Technical Support: 8/5 + basic SLA
Extended Technical Support: 24/7 + improved SLA
Premium Service: Proactive supportand further development
Knowledgebase + Videos : Free of Charge
*inc
lude
din
Clou
dan
dLe
ase
pric
es
Support function is vital in keeping customersatisfaction on such level that existing customersstay and increase their investments in M-Files.Also new customers must have confidence in theproper support function when making investmentdecisions
TICKET HANDLING PROCESS
§ Cloud ECM§ M-Files Cloud Vault§ Cloud computing taxonomy§ Security§ M-Files QMS
ADDITIONAL MATERIAL
CLOUD BUSINESS…. Buzzword and trend that could not be ignored …M-Files cloud vault offering started 2010Cloud business has grown steadily and provides aremarkable share of M-Files revenueThe cloud adoption rate in Finland is bigger than in othercountriesThe biggest obstacle seems to be security concerns, but alsolegislation sets restrictions in some areas.
CLOUD ECMBenefits§ Ability to outsource software services to vendor§ No upfront investment (Pay-as-you-go)§ Easier mobile and remote access implementation§ Better service availability
Concerns§ Is data sufficiently protected?
§ Can vendor access the data?
§ Is there a risk for data loss?§ How quickly can the vendor recover from a data disaster?§ Changing vendor is difficult§ Data ownership: who owns the data and what happens to it if we stop using the
service?§ Connections over public internet are often slower than in local area network.
M-FILES CLOUD VAULTIdentical user experience as an on-premise and cloud solution§ Users gain the benefits of cloud without sacrificing usability and features of
the on-premise system§ M-Files competitors often offer a different product for cloud vs. on-premise
Hybrid deployments are supported§ Active Directory and CRM / ERP on-premise, M-Files in the cloud§ M-Files data partially in the cloud, partially behind the firewall
Migration paths from on-premise to cloud and vice versaavailable
The Windows Azureplatform fits here
Traditional IT
Storage
Servers
Networking
O/S
Middleware
Virtualization
Data
Applications
Runtime
You
man
age
IaaS
Storage
Servers
Networking
O/S
Middleware
Virtualization
Data
Applications
Runtime
Managed
byvendor
You
man
age
You
man
age
PaaS
Managed
byvendor
Storage
Servers
Networking
O/S
Middleware
Virtualization
Applications
Runtime
Data
SaaS
Managed
byvendor
Storage
Servers
Networking
O/S
Middleware
Virtualization
Applications
Runtime
Data
Cloud Computing Taxonomy
SECURITYAuthentication and authorization§ Windows username + password§ M-Files username + password§ VPN-based solutions§ Pre-shared keys + username + password§ SAML and other federated identity standards§ Smart Card Authentication
Encryption of Data in Transit§ M-Files Client (Windows client):
§ Use RPC encryption to secure client/server communication in private networks, and/or§ Use RPC over HTTPS to secure Internet traffic
§ M-Files Web Access: Use HTTPS§ M-Files mobile apps: Use HTTPS
Encryption of file data at rest in the cloud (AES-256)
M-FILES QMSVault application a.k.a. Server extension
M-Files DMS with additional functionalities§ Designed to fulfill specific needs in regulated industries
QMS 2.0 is applied on vault level§ same server can hold QMS and DMS vaults
Document version control for regulated business
Training module
New home screen and UI Skin
PDF processor & Controlled printing
Periodic Task module
m-files.com+1 972.516.4210
[email protected]+358.3.3138.7500
TÄÄLTÄ LÖYDÄT AVOIMET TYÖPAIKKAMME:HTTP://CAREERS.M-FILES.COM/