IBM FileNet Primary Use Case

Senior Consultant at pITsolutions

There are two use cases. One is as an extended datastore for IBM Connections, but we don't have many Connections customers. We have actually lost two such customers in the recent years because IBM didn't do anything for that product. 

The more common use case is as a general filestore for documents, with interfaces to the Web, etc. It is used to store incoming invoices and documents and to classify them. It's also used to automate the process of document storage, when documents come in. We have a mechanism to automatically categorize a document based on content. Based on that, we are able to create attributes for the content management system. Then we store the document in FileNet to enable retrieving it. We have PIDs, a universal access code, for each document and via that we are able to retrieve documents, even via applications.

We have created some interfaces. We have a central solution to make it easy for customers to plug in their application systems in an easy, customizable way, without having to program it. We also work in the area of analytics where we use Cognos. We have customers who retrieve information about incoming invoices. They can click on a link and retrieve it automatically out of FileNet or Content Manager.

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IT Manager & FileNet Specialist at a tech vendor with 201-500 employees

We usually use it for document management in insurance or finance companies. Some of our clients are using the workflow for insurance cases. In these companies, FileNet is ingesting a lot of documents and a lot of insurance claims.

In terms of automation, we're using IBM Content Collector and we have started using RPA a bit. We're using ICC for some of our customers to ingest and automate the upload of multiple documents in bulk. We've just started using automation with RPA but not with the P8 system; rather for other functionality that customers need.

Ninety percent of our customers in the insurance industry, here in Israel, are working with FileNet.

Most of our customers use FileNet on-prem.

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AD
Sr. Systems Engineer at a tech services company with 51-200 employees

All of our customers are using it to ingest, process, and retrieve their documents on a daily basis.

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AVP Technology at a financial services firm with 501-1,000 employees

We are using it as a repository. We have multiple input sources where we receive files and, as of now, we are using it as a kind of a "dumping yard." We are not using it for end-to-end workflows and processes as well. We are just using it to get the files and keep them.

It's deployed on-prem only.

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GV
Senior Architect at Tecnics

We used it to develop document-management solutions for various public sectors, in India. We also use IBM BPM on top of it, which is primarily used for Workflow, with FileNet as the repository in the backend for document storage. Our solutions manage the entire lifecycle of content, right from creation to disposal.

For example, when organizations receive invoices or proposals, using FileNet we have a solution which allows users to create the content, upload the content, manage the content, and it moves through the workflow.

Our solution is called E-Office is, which handles the entire file movement, correspondence, file creation, committee meetings, etc. Wherever content is involved, the solution is involved. All day-to-day, paper-based activities have been automated using the help of BPM and FileNet.

It's deployed as a hybrid. It's mostly on-premise but some of our customers have part of it on cloud.

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Managing Director at Ictnet

One of the primary use cases is for documentation processing, including image processing and all the content. It is also used for archiving and document management.

For example, in the mobile telecom or financial industries, there are requirements to retain a customer's documents, depending on regulations, for five and sometimes ten years. In this instance, FileNet is used for archiving all of the documentation.

We are using it for documentation automation projects, especially for content management such as customer contract management and some vendor contract management.

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DO
SAE - Services Account Executive at RICOH

We have some projects now with a university in Bogota, here in Colombia. We developed a correspondence process and some administration processes with invoices. We also have a government project where the main process is around the lifecycle of documents. We use FileNet to automate correspondence processes when our clients receive documents.

There a lot of legal requirements in Colombia and companies need to automate their processes around these requirements. We incorporate FileNet in the middle of the process and we collaborate to make our clients' processes more efficient.

We offer FileNet to our clients with IBM's RPA capabilities and help to automate processes.

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Managing Partner at Inception Business Concepts

Our client is using it for search and retrieval and for archiving. From the very onset, it was deployed for archiving of their legacy records. We did not implement any workflow for them. We use the FileNet Content Engine Web Services to retrieve documents. We use high-end production scanners to scan the records. After that, users can use FileNet to search for these records.

There is automation involved in the process. At the point of scanning, the scanner dispatches the records to a particular folder. In each folder, there is an application that has been designed by us, which files the records in FileNet. We are not using any FileNet application to do the filing. We have an application which renames the XML to FileNet to do that.

We mainly use it for inactive documents. These are records they don't need to edit any longer. They are still necessary for their day-to-day operations; they provide evidence about their operations so they cannot be deleted.

 Our client is using version 4.2 on-prem.

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Project Manager at Ora-Tech Systems

We have implemented it in a real estate environment. They receive many applications on the front-end and, before our implementation, they were processing them manually. When we implemented it, they moved to a completely paperless system.

For example, a customer walks in at the front desk, the reception, and they ask that the company process a transfer or a no-demand certificate, which is a form used in real estate to clear charges against your property. The person at the front desk creates a case in Case Manager. It's processed by the Case Manager in two different departments, and it's completely paperless.

The customer can view the status from their homes. We have created a very scalable application using FileNet and Case Manager.

Our clients use it for office automation systems to have a paperless environment. Most customers are using it for paperless because Case Manager has more capability than any other product within case management and process flows.

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SP
Chief Manager at a government with 51-200 employees

Our primary use case was to have our complete documentation digitized and provide secure access to it for all employees in our organization. Along with that, we were to develop a workflow for check-in and check-out of the documents.

We are currently using FileNet but for a limited purpose. We have just one workflow configured in it. It's only used for document scanning and retrieval.

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Founder at intellicon systems

Predominantly, we use Case Manager in order to automate technical design review processes. We also use it in collaboration with multitenant. 

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HR
Software Engineer at a financial services firm with 10,001+ employees

We use it to document content management. We have a payment system for every corporate payment that goes through our bank, it has to go through our application. We use it for the business process management data where multiple things have instability for that transaction.

They do validations on it to see if the transaction is valid and next we use it according to the guidelines of the governments of countries like Singapore, India, and the USA. Every now and then countries impose sanctions on different countries and they have to make sure that the payments do not go in or out from those countries.

We use it to audit.

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YJ
Administration Division Support and IT Services at a manufacturing company with 1,001-5,000 employees

We use it as a business documents repository for documents such as invoices, packing lists, POs, etc.

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Learn what your peers think about IBM FileNet. Get advice and tips from experienced pros sharing their opinions. Updated: July 2021.
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