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| index \\ Enterprise Content Management Systems (ECM) \\ CentricMinds CentricMinds \\ Ideal Customer Profile | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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CentricMinds Rating displays the level of support for functionality and services provided by CentricMinds by CentricMinds. |
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Average Competitor Rating displays the average level of support for functionality and services provided by all of the vendors within TECs knowledge base. |
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Competitor with the Lowest Rating is a real product or service solution. It indicates the overall lowest level of support for functionality or services (based on TECs model of Enterprise Content Management Systems (ECM) solutions). |
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Competitor with the Highest Rating is a real product or service solution. It indicates the overall highest level of support for functionality or services (based on TECs model of Enterprise Content Management Systems (ECM) solutions). |
*To learn more about criteria rating definitions please consult The Enterprise Content Management Systems (ECM) Rating Guide
| Module | Total Criteria | CentricMinds by CentricMinds | Lowest Rated Competitor for Enterprise Content Management Systems (ECM) | Highest Rated Competitor for Enterprise Content Management Systems (ECM) | |||||||||
| Criteria Summary | Module Rating | Criteria Summary | Module Rating | Criteria Summary | Module Rating | ||||||||
| Sup* | NS* | Oth* | Sup* | NS* | Oth* | Sup* | NS* | Oth* | |||||
| CONTENT AUTHORING Includes:Content Editor and Creation; Content Editor Presentation; Content Editor Toolset; Content Editor File Manipulation and Management; Content Editor Internationalization and Compliance; Languages supported by content editor; and other | 218 | 192 | 14 | 12 | 90.64 | 92 | 112 | 12 | 45.14 | 172 | 3 | 40 | 91.74 |
| CONTENT ACQUISITION Includes:Content Capture and Import; Metadata Capture; Supported File Formats; | 68 | 51 | 0 | 17 | 88.09 | 20 | 39 | 4 | 32.79 | 65 | 0 | 3 | 98.24 |
| CONTENT AGGREGATION Includes:Syndication Management; Web Services Management; | 39 | 27 | 0 | 12 | 84.62 | 7 | 20 | 12 | 30.77 | 18 | 0 | 21 | 83.85 |
| OUTPUT AND CONTENT PRESENTATION Includes:HTML Presentation; XML Presentation; | 21 | 15 | 1 | 5 | 85.71 | 3 | 6 | 12 | 34.29 | 21 | 0 | 0 | 100 |
| WORKFLOW MANAGEMENT Includes:Workflow Design; Workflow Use; Workflow Notification; Workflow Management; Workflow Reporting; Content Approval Process; and other | 107 | 100 | 0 | 7 | 96.45 | 40 | 65 | 2 | 37.94 | 105 | 0 | 1 | 98.69 |
| VERSION CONTROL AND MANAGEMENT Includes:Check-in/Check-out; Version Labelling; Rollback and Restore; Version Reporting; | 35 | 31 | 1 | 3 | 94.57 | 13 | 20 | 2 | 38.29 | 35 | 0 | 0 | 100 |
| PERSONALIZATION MANAGEMENT Includes:Classification; Web Personalization; Filtering; Profiling; Identification; | 24 | 11 | 0 | 13 | 81.25 | 0 | 24 | 0 | 0 | 17 | 0 | 7 | 89.58 |
| PORTAL SUPPORT Includes:Portal Integration; | 7 | 6 | 0 | 1 | 91.43 | 0 | 1 | 6 | 25.71 | 7 | 0 | 0 | 100 |
| DOCUMENT AND RECORDS MANAGEMENT Includes:Capture of Electronic Documents and Records; Metadata; Thesaurus/Classification Scheme; Records Disposal; Document Destruction; Record Types; and other | 277 | 162 | 0 | 115 | 82.85 | 49 | 221 | 7 | 18.56 | 227 | 0 | 49 | 93.75 |
| SEARCH AND INDEXING MANAGEMENT Includes:Search Results; Reporting on Search Results; Indexing; | 37 | 32 | 1 | 4 | 90.81 | 8 | 29 | 0 | 21.62 | 25 | 0 | 12 | 90.27 |
| SECURITY MANAGEMENT Includes:Security; Authentication; Directory Management; Role Management; Password and Privilege Management; User Profiles; and other | 71 | 66 | 0 | 5 | 96.2 | 33 | 24 | 14 | 51.83 | 70 | 0 | 1 | 99.58 |
| DIGITAL ASSET MANAGEMENT Includes:Asset Management; Mass Storage Capability; DAM Authentication; DAM File Formats; | 42 | 37 | 0 | 5 | 94.52 | 26 | 16 | 0 | 61.9 | 42 | 0 | 0 | 100 |
| REPORTING AND STATISTICS MANAGEMENT Includes:Report Design; Report Generation; | 29 | 29 | 0 | 0 | 100 | 0 | 26 | 3 | 2.07 | 18 | 0 | 11 | 88.62 |
| PERFORMANCE, BACKUP, AND RECOVERY Includes:Reliability and Performance; Backup and Recovery; | 16 | 14 | 0 | 2 | 90 | 6 | 10 | 0 | 37.5 | 14 | 0 | 1 | 91.88 |
| PRODUCT TECHNOLOGY AND SUPPORT Includes:Technology Overview; Product Installation; Product Support; | 114 | 76 | 13 | 25 | 73.86 | 29 | 78 | 6 | 26.49 | 93 | 1 | 13 | 89.3 |
Content Authoring
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Authoring content is the ability to create content through an content editor, import of content, aggregation of items, and the capability to deploy and present the content.
*To learn more about criteria rating definitions please consult The Enterprise Content Management Systems (ECM) Rating Guide
| Module | Total Criteria | CentricMinds by CentricMinds | Lowest Rated Competitor for Enterprise Content Management Systems (ECM) | Highest Rated Competitor for Enterprise Content Management Systems (ECM) | |||||||||
| Criteria Summary | Module Rating | Criteria Summary | Module Rating | Criteria Summary | Module Rating | ||||||||
| Sup* | NS* | Oth* | Sup* | NS* | Oth* | Sup* | NS* | Oth* | |||||
| CONTENT EDITOR AND CREATION Includes:Authoring is fully web browser-based; Content editor supports Microsoft Internet Explorer; Content editor supports Mozilla or Firefox; Content editor supports Netscape; Content editor supports Konqueror; Content editor supports Safari; and other | 17 | 12 | 1 | 4 | 80 | 10 | 3 | 4 | 68.24 | 12 | 3 | 2 | 78.82 |
| CONTENT EDITOR PRESENTATION Includes: WYSIWYG view content editor; Fulll WYSIWYG viewing in authoring process; The content editor produces valid HTML/XHTML code; Imported information is automatically adapted to CSS template style; Removes formatting from imported text and tables; Toggle between a "design"' view and a "HTML/Code" view; and other | 9 | 9 | 0 | 0 | 100 | 8 | 0 | 1 | 93.33 | 9 | 0 | 0 | 100 |
| CONTENT EDITOR TOOLSET Includes:Editing features; Cuts content; Copies content; Pastes content; Undo/redos available for content changes; Selects all content; and other | 44 | 44 | 0 | 0 | 100 | 37 | 2 | 5 | 91.36 | 43 | 0 | 1 | 99.32 |
| CONTENT EDITOR FILE MANIPULATION AND MANAGEMENT Includes:Manages and maintains all internal and external links; Maintains integrity of links after changes; Reports broken links; Automatically links new versions of files; Resizes images within the editor environment; Crops images; and other | 9 | 9 | 0 | 0 | 100 | 6 | 3 | 0 | 66.67 | 9 | 0 | 0 | 100 |
| CONTENT EDITOR INTERNATIONALIZATION AND COMPLIANCE Includes:Full range of international character sets; Spell checking in the selected language; Administrators may set spell checking as "mandatory" or "not mandatory" using metadata fields; Toggles between spell checking; Spell check is integrated with third party data dictionaries/thesauri; Presents content for editing in the chosen language; and other | 14 | 14 | 0 | 0 | 100 | 3 | 9 | 2 | 30 | 14 | 0 | 0 | 100 |
| LANGUAGES SUPPORTED BY CONTENT EDITOR Includes:Arabic; Chinese (traditional); Chinese (simplified); Czech; Danish; Dutch; and other | 28 | 15 | 13 | 0 | 53.57 | 21 | 6 | 0 | 75 | 5 | 0 | 22 | 72.86 |
| CONTENT EDITOR RELATIONSHIP MANAGEMENT Includes:Links or relates content to other registered content objects; Contains or encloses objects within other content objects; Disassociates relationships between content objects; Manages and maintains the integrity of content objects containing embedded links; Graphically display embedded or any linked relationships; Embed and link to content objects external to the ECM environment; and other | 10 | 9 | 0 | 1 | 97 | 4 | 6 | 0 | 40 | 10 | 0 | 0 | 100 |
| TEMPLATE EDITOR CREATION AND MANAGEMENT Includes:Imports and manages HTML/XHTML templates; Ability to use third party templates; Ability to map templates to the dynamic management of the ECM solution; Previews template used in site(s); Version control of templates; Rollback of templates; and other | 13 | 13 | 0 | 0 | 100 | 1 | 12 | 0 | 7.69 | 12 | 0 | 0 | 92.31 |
| TEMPLATE EDITOR STYLE SHEET MANAGEMENT Includes:Stores and manages multiple style sheets; Can copy, paste, rename, and delete style sheets; Previews different style sheets applied to different templates; Modifies CSS elements within the web browser environment; Previews CSS elements; Add, modify and delete individual CSS elements within the Style Sheets via form fields; and other | 14 | 13 | 0 | 1 | 92.86 | 2 | 11 | 0 | 14.29 | 13 | 0 | 0 | 92.86 |
| METADATA EDITOR AND CREATION Includes:Web-based environment for the creation and storage of metadata; Defines metadata elements, and store these elements within Thesauri; Adds metadata elements; Modify metadata elements; Copy and paste metadata elements; Rename metadata elements; and other | 20 | 20 | 0 | 0 | 100 | 0 | 20 | 0 | 0 | 15 | 0 | 5 | 92.5 |
| METADATA EDITOR STANDARDS SUPPORT Includes:Common well-defined and accepted metadata standards; Dublin Core; AGLS (Australian Government Locator Service); SCORM; DoD; AICC; and other | 10 | 9 | 0 | 1 | 97 | 0 | 10 | 0 | 0 | 2 | 0 | 8 | 76 |
| METADATA EDITOR TAXONOMY CREATION AND MANAGEMENT Includes:Imports an existing taxonomy; Merges and automatically maps taxonomies; Exports taxonomies held within the metadata environment; Authors can modify taxonomies; Authors can copy and paste taxonomies; Authors can rename taxonomies; and other | 24 | 19 | 0 | 5 | 90 | 0 | 24 | 0 | 0 | 22 | 0 | 2 | 97.5 |
| METADATA EDITOR CONFIGURATION AND MANAGEMENT Includes:Multiple metadata schemas can be used simultaneously for a content object; Non-technical authors can associate metadata elements to various metadata schemas; Non-technical authors can maintain metadata schemas; Non-technical authors can associate metadata elements in bulk to chosen content objects; Non-technical authors can import a controlled vocabulary of preferred terms for metadata elements.; Non-technical authors can import and export metadata elements in XML.; and other | 6 | 6 | 0 | 0 | 100 | 0 | 6 | 0 | 0 | 6 | 0 | 0 | 100 |
Content Acquisition
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The ability to gather content through import or metadata
*To learn more about criteria rating definitions please consult The Enterprise Content Management Systems (ECM) Rating Guide
| Module | Total Criteria | CentricMinds by CentricMinds | Lowest Rated Competitor for Enterprise Content Management Systems (ECM) | Highest Rated Competitor for Enterprise Content Management Systems (ECM) | |||||||||
| Criteria Summary | Module Rating | Criteria Summary | Module Rating | Criteria Summary | Module Rating | ||||||||
| Sup* | NS* | Oth* | Sup* | NS* | Oth* | Sup* | NS* | Oth* | |||||
| CONTENT CAPTURE AND IMPORT Includes:Distinguishes mandatory and optional fields to authors.; Imports single and multiple content objects simultaneously; Matches data on field types; Configurable data validation rules; Fields may be validated to ensure entered values are unique against existing values to prevent duplication; Provides field tab ordering that can be set for data entry; and other | 18 | 14 | 0 | 4 | 93.33 | 3 | 11 | 4 | 29.44 | 16 | 0 | 2 | 95 |
| METADATA CAPTURE Includes:Assigns or automatically captures metadata element values as a single content object is captured or imported; Captures metadata element values from the desktop or file; Automatic capturing of metadata element value to be configured; Provides metadata element value selection from pick lists generated from imported controlled vocabularies or thesauri; Enforces single value from a pick list of metadata element values; Imports content objects which already have metadata elements with assigned values; and other | 27 | 16 | 0 | 11 | 81.11 | 0 | 27 | 0 | 0 | 27 | 0 | 0 | 100 |
| SUPPORTED FILE FORMATS Includes:Microsoft Office products (Word, Excel, PowerPoint, Project, Visio); OpenDocument Format (ODF); XML; HTML; XSLT; CSS; and other | 23 | 21 | 0 | 2 | 92.17 | 17 | 1 | 0 | 73.91 | 22 | 0 | 1 | 98.7 |
Content Aggregation
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The process of bringing different information sources into one overall structure
*To learn more about criteria rating definitions please consult The Enterprise Content Management Systems (ECM) Rating Guide
| Module | Total Criteria | CentricMinds by CentricMinds | Lowest Rated Competitor for Enterprise Content Management Systems (ECM) | Highest Rated Competitor for Enterprise Content Management Systems (ECM) | |||||||||
| Criteria Summary | Module Rating | Criteria Summary | Module Rating | Criteria Summary | Module Rating | ||||||||
| Sup* | NS* | Oth* | Sup* | NS* | Oth* | Sup* | NS* | Oth* | |||||
| SYNDICATION MANAGEMENT Includes:Process to separate the authoring from publishing; XML vocabulary focuses on the structure of documents and content; Provides an environment to create and manage of XSLTs; Provides an environment for version controlled XSLTs; Provides environments to control the security over XSLTs; Provides an environment to create vocabularies; and other | 20 | 14 | 0 | 6 | 81.5 | 7 | 4 | 9 | 54 | 17 | 0 | 3 | 95.5 |
| WEB SERVICES MANAGEMENT Includes:Support environment for Web services; Requestors and providers concept within the Web services environment; WSDL format is the standard for Web services; Environment for Web services discovery and subsequent management of a third party requestor; Discovery of services; Manual discovery process; and other | 19 | 13 | 0 | 6 | 87.89 | 0 | 16 | 3 | 6.32 | 1 | 0 | 18 | 71.58 |
Output and Content Presentation
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Different ways of presenting the content through HTML or XML
*To learn more about criteria rating definitions please consult The Enterprise Content Management Systems (ECM) Rating Guide
| Module | Total Criteria | CentricMinds by CentricMinds | Lowest Rated Competitor for Enterprise Content Management Systems (ECM) | Highest Rated Competitor for Enterprise Content Management Systems (ECM) | |||||||||
| Criteria Summary | Module Rating | Criteria Summary | Module Rating | Criteria Summary | Module Rating | ||||||||
| Sup* | NS* | Oth* | Sup* | NS* | Oth* | Sup* | NS* | Oth* | |||||
| HTML PRESENTATION Includes:Output of web page content compliant with HTML 4.01; Output of web page content compliant with XHTML Basic; Output of web page content compliant with XHTML 1.1 referred to as Module-based XHTML; Output of web page content compliant with XHTML 2.0; Renders HTML that is compliant with the W3C Web Content Accessibility Guidelines 2.0; | 5 | 5 | 0 | 0 | 100 | 1 | 1 | 3 | 32 | 5 | 0 | 0 | 100 |
| XML PRESENTATION Includes:Output of web content compliant with the XML 1.0; References documents and fragments that are compliant; Supports styling and transformation documents that are compliant with XSL 1.0; HDML 2.0; WAP/WML 1.2.1; XUL; and other | 16 | 10 | 1 | 5 | 81.25 | 2 | 5 | 9 | 35 | 16 | 0 | 0 | 100 |
Workflow Management
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Managing the processes to create flows of sequential and parallel tasks that must be accomplished
*To learn more about criteria rating definitions please consult The Enterprise Content Management Systems (ECM) Rating Guide
| Module | Total Criteria | CentricMinds by CentricMinds | Lowest Rated Competitor for Enterprise Content Management Systems (ECM) | Highest Rated Competitor for Enterprise Content Management Systems (ECM) | |||||||||
| Criteria Summary | Module Rating | Criteria Summary | Module Rating | Criteria Summary | Module Rating | ||||||||
| Sup* | NS* | Oth* | Sup* | NS* | Oth* | Sup* | NS* | Oth* | |||||
| WORKFLOW DESIGN Includes:Non-technical authors can create workflows; Workflows can be graphically designed; Draw or drag-and-drop workflow steps in a graphical workspace; Split and re-link or join workflow steps; Imports workflow step designs from external products; Workflow does not require additional engine/plug-ins; and other | 31 | 29 | 0 | 2 | 96.13 | 12 | 18 | 1 | 40 | 31 | 0 | 0 | 100 |
| WORKFLOW USE Includes:Integrates and synchronizes desktop time-management calendars and task lists with staff; Represents workflow instance status, active step and current requirements; Adds comments to workflow instances, and to attached content object's metadata elements; Highlights comments through a "track changes" function; Retains workflow instance comments and metadata element values; Acknowledges receipt or conforms delivery as part of a defined workflow; and other | 11 | 10 | 0 | 1 | 94.55 | 4 | 7 | 0 | 36.36 | 10 | 0 | 1 | 96.36 |
| WORKFLOW NOTIFICATION Includes:Notification alerts the appropriate workflow-step owners; Workflow notification mechanisms integrate with desktop products (such as Lotus Notes or Outlook); Workflow notification mechanisms integrate with an RDBMS server; Workflow notification mechanisms that integrate with the user desktop; Notification occurs within an e-mail program or entirely within the collaboration environment; Can raise a single notification within a defined time period; and other | 16 | 15 | 0 | 1 | 98.12 | 4 | 12 | 0 | 25 | 16 | 0 | 0 | 100 |
| WORKFLOW MANAGEMENT Includes:Changes workflow processes for non-technical users; Authorized non-technical users can manage workflow processes; Manages and tracks sequential and parallel workflow actions; Saves and renames workflows; Cancels a workflow in a controlled fashion; Notification features can be enabled or disabled by system administrators; and other | 14 | 13 | 0 | 1 | 97.86 | 7 | 7 | 0 | 50 | 14 | 0 | 0 | 100 |
| WORKFLOW REPORTING Includes:Status of a content object is viewable through the workflow process; Status of individual workflow instances is viewable; Status of all workflow instances is viewable; Report/display/audit author interaction status provided with workflow steps; Workflow reporting by workflow launcher, contributor, or manager; Workflow reporting by content object type, content objects or content collections; and other | 11 | 11 | 0 | 0 | 100 | 2 | 9 | 0 | 18.18 | 11 | 0 | 0 | 100 |
| CONTENT APPROVAL PROCESS Includes:View content prior to approval; View content post approval but prior to publication; Preview pages are not exposed to external search engines; Manages reviewer comments or annotations independently; Provides an authoring system that requires minimal training; Supports a distributed content authoring approval model; and other | 7 | 6 | 0 | 1 | 91.43 | 5 | 2 | 0 | 71.43 | 6 | 0 | 0 | 85.71 |
| CONTENT APPROVAL WORKFLOW Includes:Configurable workflow process supports varying content object states; Configurable workflows for publication to the Internet; Configurable workflows for publication to an intranet; Configurable workflows for publication to an extranet; Configurable workflows for different approval processes based on where the content object is being authored in the repository; Configurable workflows for different approval processes based on how quickly the content object is to be published; and other | 17 | 16 | 0 | 1 | 95.29 | 6 | 10 | 1 | 36.47 | 17 | 0 | 0 | 100 |
Version Control and Management
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Version control lets multiple users make simultaneous changes to content, and keeps track of these changes.
*To learn more about criteria rating definitions please consult The Enterprise Content Management Systems (ECM) Rating Guide
| Module | Total Criteria | CentricMinds by CentricMinds | Lowest Rated Competitor for Enterprise Content Management Systems (ECM) | Highest Rated Competitor for Enterprise Content Management Systems (ECM) | |||||||||
| Criteria Summary | Module Rating | Criteria Summary | Module Rating | Criteria Summary | Module Rating | ||||||||
| Sup* | NS* | Oth* | Sup* | NS* | Oth* | Sup* | NS* | Oth* | |||||
| CHECK-IN/CHECK-OUT Includes:Chooses single content objects and content collections, and checks them out; Select single content objects and content collections, and checks them out; Select single content objects and content collections, and checks them in; Select a content object and views a list of versions available; Select a collection of content objects and views an aggregated list of the versions; Assigns comments to any particular version on check-in; and other | 10 | 9 | 1 | 0 | 90 | 6 | 4 | 0 | 60 | 10 | 0 | 0 | 100 |
| VERSION LABELLING Includes:Numbering process for the labelling of each minor and major version created; Automatically displays metadata upon selection; Browses a list of previous versions associated with the current version; Version labelling automatically occurs; Sorts and displays versions by date, by author, by group, and by role; Selects a collection of content objects and view current versions; and other | 10 | 9 | 0 | 1 | 97 | 3 | 5 | 2 | 34 | 10 | 0 | 0 | 100 |
| ROLLBACK AND RESTORE Includes:Automatically generates a version of a content object upon deletion; Deleted content objects are labelled as "deleted" or "archived"; Authors can restore "deleted" or "archived" versions and check them back in; Rolls back to a previous version of a content object are labelled as the current version; Rolls back a content collection to a specified date or time; Rolls back the entire DAM/repository environment to a specified date or time; and other | 10 | 8 | 0 | 2 | 94 | 4 | 6 | 0 | 40 | 10 | 0 | 0 | 100 |
| VERSION REPORTING Includes:Generates reports on all versioning processes; Reporting enables authors to define and chart content versions from "old" to "new"; Exports from a reporting environment to a spreadsheet; Charts can compare content and versions; Charts compare the most active author with least active author; | 5 | 5 | 0 | 0 | 100 | 0 | 5 | 0 | 0 | 5 | 0 | 0 | 100 |
Personalization Management
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The ability to provide personalized, appropriate content to the particular individual who viewing the content inside a standard framework.
*To learn more about criteria rating definitions please consult The Enterprise Content Management Systems (ECM) Rating Guide
| Module | Total Criteria | CentricMinds by CentricMinds | Lowest Rated Competitor for Enterprise Content Management Systems (ECM) | Highest Rated Competitor for Enterprise Content Management Systems (ECM) | |||||||||
| Criteria Summary | Module Rating | Criteria Summary | Module Rating | Criteria Summary | Module Rating | ||||||||
| Sup* | NS* | Oth* | Sup* | NS* | Oth* | Sup* | NS* | Oth* | |||||
| CLASSIFICATION Includes:Raw content classification; Structured data classification; Site usage classification; User profile classification; Manages user profiling to support personalization; Manages log analysis and usage mining; and other | 7 | 2 | 0 | 5 | 78.57 | 0 | 7 | 0 | 0 | 7 | 0 | 0 | 100 |
| WEB PERSONALIZATION Includes:Manages web data collection; Manages modeling and categorization of the collected web data; Manages analysis of the collected web data; Manages the identification of what actions should be performed as an outcome of the analysis; | 4 | 1 | 0 | 3 | 70 | 0 | 4 | 0 | 0 | 1 | 0 | 3 | 72.5 |
| FILTERING Includes:Content-based filtering technique; Flags individual content objects and content collections with personalization metadata; Rule-based filtering technique; Develops and manages decision trees associated with rules; Collaborative filtering technique; Develops a rating system which ties rating rules using metadata; and other | 6 | 3 | 0 | 3 | 85 | 0 | 6 | 0 | 0 | 3 | 0 | 3 | 81.67 |
| PROFILING Includes:Distinguishes the difference between a user and groups of users; Collects and manages profiles statically; Collects and manages profiles dynamically; Profiles users through information entered through on-line forms; Profiles users by recording navigational behaviour or personal preferences selected by each users; | 5 | 3 | 0 | 2 | 82 | 0 | 5 | 0 | 0 | 5 | 0 | 0 | 100 |
| IDENTIFICATION Includes:Cookies used to identify and track a user session for the purposes of personalization; RFC 1413 identification protocol; | 2 | 2 | 0 | 0 | 100 | 0 | 2 | 0 | 0 | 1 | 0 | 1 | 85 |
Portal Support
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Many ECM solutions integrate with portal systems for personalization of the content
*To learn more about criteria rating definitions please consult The Enterprise Content Management Systems (ECM) Rating Guide
| Module | Total Criteria | CentricMinds by CentricMinds | Lowest Rated Competitor for Enterprise Content Management Systems (ECM) | Highest Rated Competitor for Enterprise Content Management Systems (ECM) | |||||||||
| Criteria Summary | Module Rating | Criteria Summary | Module Rating | Criteria Summary | Module Rating | ||||||||
| Sup* | NS* | Oth* | Sup* | NS* | Oth* | Sup* | NS* | Oth* | |||||
| PORTAL INTEGRATION Includes:Exposes the content in XML format for publishing into a third party portal; ECM solution contains its own portal solution; Publishes content to a separate web server; Publishes content object's metadata element values in XML; Customizes the presentation of content to users on the published web site, via interaction withportal server; Manages and publishes Java servlet pages; and other | 7 | 6 | 0 | 1 | 91.43 | 0 | 1 | 6 | 25.71 | 7 | 0 | 0 | 100 |
Document and Records Management
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Document management products function to help companies better manage the creation and flow of documents through the help of databases and workflow engines that encapsulate metadata and business rules. Records management consists of creation, maintenance, and destruction of records of an organization. The life cycle of record management includes creation, distribution, storage and maintenance, retention, and archival.
*To learn more about criteria rating definitions please consult The Enterprise Content Management Systems (ECM) Rating Guide
| Module | Total Criteria | CentricMinds by CentricMinds | Lowest Rated Competitor for Enterprise Content Management Systems (ECM) | Highest Rated Competitor for Enterprise Content Management Systems (ECM) | |||||||||
| Criteria Summary | Module Rating | Criteria Summary | Module Rating | Criteria Summary | Module Rating | ||||||||
| Sup* | NS* | Oth* | Sup* | NS* | Oth* | Sup* | NS* | Oth* | |||||
| CAPTURE OF ELECTRONIC DOCUMENTS AND RECORDS Includes:Captures electronic documents and declares it as a record; Captures electronic documents directly from MS Office applications; Captures and declares a record within one process; Captures an electronic document and declares it as a record at a later date; Alters tailored metadata elements; Tailors metadata to apply as a default to a specific record type; and other | 10 | 2 | 0 | 8 | 75 | 1 | 9 | 0 | 10 | 10 | 0 | 0 | 100 |
| METADATA Includes:Provides an integrated document and records management environment; Captures all desired and required metadata; Displays the current metadata status information; Defines data elements to be captured as metadata to form the document profile; Metadata elements to be easily created, as mandatory or optional elements; Manages security over document and record profiles; and other | 9 | 3 | 0 | 6 | 76.67 | 1 | 8 | 0 | 11.11 | 9 | 0 | 0 | 100 |
| THESAURUS/CLASSIFICATION SCHEME Includes:Import functional keyword thesauri; Export the thesaurus into other tools; Real time, on-line updates of imported thesauri; Provides drop-down or pop-up help in the use of a selected thesaurus or business classification scheme; | 4 | 0 | 0 | 4 | 55 | 0 | 4 | 0 | 0 | 0 | 0 | 4 | 70 |
| RECORDS DISPOSAL Includes:Determines if the electronic version of a document is suitable and states the result in a comments field; Exports the disposal schedule into other tools; Undertakes real time, on-line updates of the disposal schedule making global changes; Restricts write, create and, delete rights; Manages security to allow authenticated authors to append disposal dates to records; Links disposal provisions to individual business classification terms; and other | 17 | 3 | 0 | 14 | 67.06 | 0 | 17 | 0 | 0 | 17 | 0 | 0 | 100 |
| DOCUMENT DESTRUCTION Includes:Sets deletion dates on documents; Documents with deletion dates set will not be subject to automatic deletion; Destroy a record or a document with no recovery or restoration without losing metadata; Notification for load of back up tapes to ensure complete destruction of document or record; Enables metadata to be deleted in a nominated circumstance; | 5 | 3 | 0 | 2 | 78 | 0 | 5 | 0 | 0 | 5 | 0 | 0 | 100 |
| RECORD TYPES Includes:Manages record types from one central environment; Defines record types; Specifies known limits to a number of record types; Adds new record types without vendor involvement after system deployment and setup; Establishes and automatically initiates a default workflow to different record types; Allocates different metadata to different record types without vendor involvement; and other | 8 | 0 | 0 | 8 | 60 | 4 | 3 | 1 | 55 | 8 | 0 | 0 | 100 |
| FILE IMPORTING/EXPORTING Includes:Imports any file type; Performs bulk import operations on groups of existing electronic documents; Imports existing metadata and map to EDMS metadata element sets; Applies the electronic document file name to the title metadata element; Imports any existing file server folder structure; Automatically sets up profile from predefined data during bulk import; and other | 11 | 6 | 0 | 5 | 83.64 | 5 | 4 | 2 | 50.91 | 11 | 0 | 0 | 100 |
| DOCUMENT AUTHORING Includes:Documents can be edited while preventing records from being edited; Only allows an author to edit a document once it has been checked out; Allows someone other than the author to make annotations to the document; Annotations can be overlaid on a record being viewed; Documents can be printed with or without annotations; Stores redlining, annotations, and highlighting separately but associates them with the original; and other | 13 | 8 | 0 | 5 | 84.62 | 2 | 11 | 0 | 15.38 | 13 | 0 | 0 | 100 |
| DOCUMENT CHECK-IN/CHECK-OUT Includes:Provides a check-out facility which locks the original document; Identifies and records which authors have checked-in/checked-out documents; Single file and batch methods for document check-in/check-out; Creates a new version upon check-in; Author of a record can check-in or unlock a document checked out by another author; | 5 | 5 | 0 | 0 | 100 | 3 | 2 | 0 | 60 | 5 | 0 | 0 | 100 |
| VERSION CONTROL Includes:Manage versions separately but as related entities while maintaining a link between them; Later versions inherit metadata elements assigned to previous versions; Determines if the record being checked in has changed for a new version number; Supports two level version/release structure; Makes only the most recent version of a document is accessable by default; Provides a list of all versions for selection with the latest version first; and other | 9 | 8 | 0 | 1 | 93.33 | 3 | 5 | 1 | 35.56 | 7 | 0 | 2 | 93.33 |
| DOCUMENT SEARCHING AND RETRIEVAL Includes:Search capability for documents based on metadata elements; Search capability based on two or more metadata elements simultaneously; Full-text searching; Viewer highlights the search field in the document; Fully featured search ability for document profiles; Fully featured search ability for record profiles; and other | 20 | 16 | 0 | 4 | 93 | 4 | 14 | 2 | 24 | 16 | 0 | 3 | 90.5 |
| COMPOUND DOCUMENT MANAGEMENT Includes:Manages compound documents; Manages components individually and manages the container to reflect changes to the components; Provides assistance to authors in tracking parts of a compound document; Components are identified when checking out and can also be checked out; Provides a simple method for exporting compound documents; | 5 | 0 | 0 | 5 | 60 | 0 | 5 | 0 | 0 | 5 | 0 | 0 | 100 |
| NUMBERING/UNIQUE IDENTIFICATION OF RECORD OBJECT Includes:Numeric, alphabetic, and combined numeric and alphabetic identification protocols; Prohibits the duplication of a unique identifier where the original allocation is cancelled, destroyed, or already in use; Record type has a unique identifier protocol; Automatically allocates the next available unique identifier in the predefined sequence; Allocates the next available unique identifier in the predefined sequence to two or more record types simultaneously; Resets the last allocated identifier; and other | 9 | 4 | 0 | 5 | 81.11 | 4 | 5 | 0 | 44.44 | 0 | 0 | 9 | 70 |
| AGGREGATION Includes:Registers and manages aggregations for groups of records sharing common classification; Registers and manages aggregations for groups of record objects removed from active use; Aggregations can contain sequential segments; Invokes different metadata registration templates for each layer of aggregation; Enforces attachment of documents and records to a layer of aggregation on registration; Invokes automatic closure of aggregations upon a trigger; and other | 8 | 0 | 0 | 8 | 60 | 0 | 8 | 0 | 0 | 6 | 0 | 2 | 92.5 |
| DOCUMENT CROSS-REFERENCING Includes:Cross-references documents, records or file folders at the same level; Specifies the type of relationship or reference when cross-referenced; Maintains all cross-referencing as two-way; | 3 | 0 | 0 | 3 | 60 | 3 | 0 | 0 | 100 | 3 | 0 | 0 | 100 |
| DOCUMENT-TYPE SUPPORT Includes:Microsoft Word; Microsoft Excel; Microsoft PowerPoint; Microsoft Project; Microsoft Visio; Microsoft FrontPage; and other | 24 | 24 | 0 | 0 | 100 | 0 | 24 | 0 | 0 | 24 | 0 | 0 | 100 |
| INTERFACES COMPATIBILITY Includes:An electronic fax or fax server; Voice mail; Digitized sounds; Executable documents; Compressed documents; Web pages in HTML format; and other | 7 | 3 | 0 | 4 | 65.71 | 1 | 5 | 1 | 20 | 4 | 0 | 3 | 82.86 |
| SAVING DOCUMENT TYPES Includes:Saves documents from File menu directly to the EDMS; Saves from within a Lotus Notes environment into the EDMS environment; Saves from within a Microsoft Outlook environment into the EDMS environment; Saves from within other groupware/e-mail collaboration environments into the EDMS environment; Saves e-mail attachments; Indicates if document is confidential or publicly available prior to saving; and other | 9 | 3 | 0 | 6 | 65.56 | 0 | 9 | 0 | 0 | 9 | 0 | 0 | 100 |
| IMAGE SCANNING Includes:Manages the scanning process, and prompts for profile creation during that process; Allocates or assign a unique identification number to each page; Capture documents containing multiple pages; Allows view of multi-page image objects; Exports scanned image files; Allows scanned images to be viewed prior to storage; and other | 12 | 1 | 0 | 11 | 63.33 | 0 | 12 | 0 | 0 | 4 | 0 | 8 | 74.17 |
| DOCUMENT AND RECORD STORAGE Includes:Stores all types of documents and records; Supports a methodology for a hierarchy of storage options; Sets different default repositories for different record types; Limits storage capacity of an electronic repository; Generates warnings when close to exceding the storage capacity; Prevents any conflicts caused by changes or alterations to storage locations; and other | 7 | 7 | 0 | 0 | 100 | 2 | 5 | 0 | 28.57 | 6 | 0 | 1 | 95.71 |
| BAR CODE SUPPORT Includes:Bar code reader interface; Generates a bar code number; Generates bar code in hardcopy; Hardcopy bar code uniquely identifies the record; Automatically allocates an individual barcode number to each location; Allows audits to be conducted using hand held scanners; and other | 6 | 0 | 0 | 6 | 60 | 0 | 6 | 0 | 0 | 0 | 0 | 6 | 60 |
| CONVERSION Includes:Converts a different specified format; Stores both formats and cross referenced; Automatic cross-referencing; Performs validation tests; Updates metadata elements; | 5 | 0 | 0 | 5 | 60 | 0 | 5 | 0 | 0 | 5 | 0 | 0 | 100 |
| DOCUMENT WORKFLOW Includes:Provides document workflow and task routing; Allows workflow to be retained for the life of the document; Ability for one document to have more than one workflow process; Simple tooling to implement and configure workflow processes; Intuitive interface for configuring workflow processes; Intuitive reporting to determine the processing status of a document; and other | 25 | 25 | 0 | 0 | 100 | 7 | 18 | 0 | 28 | 25 | 0 | 0 | 100 |
| DOCUMENT WORKFLOW ACCESS CONTROL Includes:Specifies permission association; Specifies permissions after initiation; Provides same access rules to workflow as to the associated document; Prevents sending the transaction to the next workflow step if the document is checked out; Forces new version after editing of document; Latest version of a workflow is invoked by default; and other | 8 | 8 | 0 | 0 | 100 | 5 | 3 | 0 | 62.5 | 7 | 0 | 1 | 96.25 |
| DOCUMENT WORKFLOW NOTIFICATION Includes:Triggers notification to nominated authors as a result of an action; Triggers notification to nominated roles as a result of an action; Provides a message box when a pre-determined event | |||||||||||||
