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Project CSP/Essential features of a CSP framework

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The CSP framework should have a set of essential features that are supported by high quality extensions. Also they have to be tightly integrated and work together perfectly. The objective here is to identify all features that are essential in a CSP framework.

Having reviewed current research (Gartner/Forester/AIIM see Research review) we propose the following table of capabilities/function as a way of classifying and assessing the coverage of wiki based CSP solutions. This is a 'straw man' so please do comment on or suggest changes to it on the Discussion Page or just go ahead and make changes to it.

Content repository:
  • Large-scale content repository capable of storing tens of millions of content objects and related metadata in a single customer instance
  • Ability to store and access all content types, regardless of format
  • Ability to offer as multi-tenanted Content as a Service (CaaS)
  • Ability to share some content across repositories whilst restricting access to other content
  • Ability to create data-rooms for insider lists
Content creation
  • Ability to create and edit different types of content directly within the platform
  • Ability to integrate external content within internal content
Content migration
  • Ability to migrate content from other platforms into the repository (and vice-versa)
Document and content management library services:
  • Ability to upload content and create new content from scratch within the platform
  • Native document management capabilities that allow users to manage content stored in the platform, with facilities to check content in/out and create new versions
  • Ability to track and maintain version history
  • Configuration/release management across multiple components
  • Provision of templates for the creation of new content
Records management:
  • Ability to create and manage retention policies that define how long content is retained when it gets to a certain state
  • Ability to automate deletion of content when it exceeds its defined retention period
  • Ability to lock content and metadata, making it immutable when it has reached a given state
  • Ability to automate the application of retention policies based on classification, location or metadata state
Process automation:
  • Provision of out-of-the-box workflows for content routing and approval
  • The ability for authorized users to define (without the need to write code) workflows that automate document routing and the assignment of tasks
  • The provision of a task management component to identify and take action on tasks assigned to individual users or groups
Knowledge management:
Open APIs:
  • A REST-based API, available for consumption by customers, that provides access to the majority (more than 70%) of core product features
Security and privacy controls:
  • Ability to apply and maintain granular levels of security, including create read, update, delete and download
Metadata:
  • Ability to define and apply metadata models for specific content types
  • Ability to define different types of metadata, including text, numeric, date and boolean data
  • Ability to apply ad hoc metadata tags to content
  • Ability to enforce different controls on metadata completion, including look-ups from predefined lists and making certain metadata mandatory
Analysis and Search:
  • Ability to analyse content to produce new content (both static and live)
  • Ability to present information in a wide variety of different formats
  • Ability for end users to perform a full text search for text that might occur anywhere within content stored in the system
  • Ability for end users to perform a metadata search
Collaboration:
  • Ability to synchronize content with a local device for accessing remotely and while offline
  • Ability to share content with internal and external recipients from the UI
Integration and inter-operability
  • Connectors to external personal productivity tools and business applications
  • Ability to import and export information
Packaging applications:
  • Ability to develop specialised applications and to then maintain and distribute these to other clients
Enterprise administration:
  • A unified administration console that allows administrators to manage users, groups, roles, and general system performance and capability parameters
  • Ability to integrate with enterprise directory information services for user/group/role/security management (must include general LDAP and Active Directory support)
  • Support for single sign-on (SSO)
  • The ability to extend content services such as security, search and records management to external content systems via prebuilt connectors and to manage content objects in place.
Reporting:
  • Ability to define and run reports that describe system usage
Mobility:
  • A mobile client available on both IoS and Android platforms that provides access to basic document management capabilities