ISO TC 171Document Management Applications<br />Betsy Fanning<br />TC171 and TC171 SC2 Secretariat<br />AIIM<br />
Industry Overview<br />TC171 Overview<br />Projects<br />Future<br />Agenda<br />
The tools and technologies used to:<br />Capture — move content (in any form) into your repositories for reuse or retireme...
ECM Drivers<br />When you consider your document and records management projects and priorities, what is the most signific...
ECM Drivers<br />Thinking about the compliance benefits of ECM and Records Management, which of the following are the TWO ...
ECM Drivers – new users<br /> What would you say are the two main reasons that triggered your organization's decision to p...
ECM Drivers – content types<br />How are the following content types managed and archived in your organization?<br />40% w...
ECM Drivers - Electronic<br />How confident are you, that if challenged, your organization could demonstrate that your ele...
ECM Drivers - Emails<br />How confident are you that emails related to documenting commitments and obligations made by you...
ECM Drivers - Emails<br /> Which of the following would best describe standard practice in your organization for dealing w...
Priorities<br />What would you say are the three most important ECM issues or current projects for you right now? (Max. TH...
SharePoint – Adoption<br />Have you implemented Microsoft SharePoint 2007 (WSS/MOSS) in your organization?<br />32% have 2...
SharePoint - Plans<br />Do you have a formal plan or strategy in place describing where you will utilize your SharePoint i...
SharePoint - Plans<br />Which of the following would you use to best describe your current or planned use of SharePoint in...
Multiple Repositories<br />Thinking about your plans in the next 2 years to provide employees with a single point of acces...
Standardization of quality control and integrity maintenance in the field of document management. Documents may be managed...
Promote the recognition of the legal admissibility of information on recorded media<br />Standardize terminology<br />Crea...
TC171 Organizational Structure<br />
SC2, Application Issues<br />
Germany<br />Japan<br />Russian Federation<br />South Africa<br />Spain <br />Switzerland<br />Ukraine<br />United Kingdom...
JTC1, Information Technology<br />JTC1/SC23, Optical disk cartridges<br />JTC1/SC28, Office equipment<br />JTC1/SC29, Code...
Gerard Cathaly-Pretou, TC171 Chairman<br />Alan Shipman, SC1 Chairman<br />Robert Breslawski, SC2 Chairman<br />Andrew Pib...
Robert Breslawski, SC2 WG1 Convenor<br />William Neale, SC2 WG2 Convenor<br />Stephen Levenson, SC2 WG5 Convenor<br />Robe...
Increase the rate of success and reduce risk in implementations<br />Increase acceptance by users and management<br />Prot...
ISO/DIS 12651-1, Electronic document management – Vocabulary – Part 1: Electronic document imaging<br />ISO/CD 12651-2, El...
PDF/A, ISO 19005 (Parts 1, 2 and 3)<br />Archiving electronic documents<br />PDF/E (Engineering), ISO 24517-1<br />For eng...
ISO 3334 – Micrographics – ISO resolution test chart No. 2 – Description and use<br />ISO 8126 – Micrographics – Duplicati...
ISO 11928 – Micrographics – Quality control of graphic COM recorders (2 parts)<br />ISO/TR 12031 – Micrographics – Inspect...
ISO 10196 – Micrographics – Recommendations for the creation of original documents<br />ISO 10244 – Document management – ...
ISO 12029 – Document management – Machine-readable paper forms – Optimal design for user friendliness and electronic docum...
ISO 6196 (10 parts) – Micrographics - Vocabulary<br />ISO/TR 12036 – Micrographics – Expungement, deletion, correction, or...
Open Source<br />Which of the following potential benefits would most lead you to investigate an Open Source ECM product? ...
Open Source<br /> Do you have plans to implement an Open Source ECM system or portal?<br />6% using Open Source ECM<br />5...
Cloud<br />Do you have plans to use a "Cloud" solution or Cloud storage for your document and records management? <br />(C...
Enterprise 2.0<br />In your view, how critical is Enterprise 2.0/external social media to your organization’s overall busi...
Enterprise 2.0<br />Which THREE of the following would you say are the key drivers for use of external Social Media in you...
Enterprise 2.0<br />Which THREE of the following would you say are the key drivers for <br />internal Social Media/collabo...
Enterprise 2.0<br />How do you feel about the following statements? <br />N=575 Non-trade,<br />
Understanding Markets in Transition<br />39<br />
Understanding Markets in Transition<br />40<br />AIIM Task Force<br />For more information -- http://www.aiim.org/futurehi...
The Evolution of Technology Markets<br />41<br />Image source = http://www.directimpactnow.com/<br />
You Say You Want a Revolution<br />42<br />Consumer Technologies and the Enterprise<br />Consumer  IT<br />On Fire<br />En...
Systems of Engagement Emerge<br />Command and control<br />43<br />Systems of Record<br />Systems of Engagement<br />Colla...
Systems of Engagement Emerge<br />Command and control<br />44<br />ECM<br />Social Business Systems<br />Collaborative<br ...
Issues for users raised by emergence of SOE<br />45<br />Does this mean the end of a focus on Systems of Record?<br />What...
Betsy Fanning<br />Ph: +1.301.755.2682<br />Skype: betsy.fanning<br />Email: bfanning@aiim.org<br />Twitter: bfanning<br /...
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ISO TC171 Seoul

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This presentation provides an overview of the ISO Technical Committee (TC) 171 and the work in its program of work. Key projecgts are in the areas of document imaging, image quality, vocabulary and legality issues as well as the PDF file format standards (PDF/A, PDF/E, PDF/UA and PDF).

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  • Target customer = visionary functional executiveCompelling reason to buy = dramatic competitive advantagePricing is value-based and gain orientedTarget customer = pragmatist department managerCompelling reason to buy = fix a broken processPricing is value-based and pain orientedTarget customer = pragmatist technical buyerCompelling reason to buy = adopt new infrastructurePricing is competition-based and pain oriented
  • Drivers = Access, Connectivity, Mobility
  • Systems of Engagement are communal by nature -- Project teams, relationship managers, user groups, social networks, even consumer interactionsTheir artifacts are not enterprise content -- Ownership is blurred, authority is shared, rights are undeclared, governance is ambiguousBut these artifacts are valuable to enterprises -- Content is immediate and direct, metadata is scalable, analytics are revealingSo they do need management -- Both for governance and for a productivityAnd no one is clear about how to do this programmatically today
  • ISO TC171 Seoul

    1. 1. ISO TC 171Document Management Applications<br />Betsy Fanning<br />TC171 and TC171 SC2 Secretariat<br />AIIM<br />
    2. 2. Industry Overview<br />TC171 Overview<br />Projects<br />Future<br />Agenda<br />
    3. 3. The tools and technologies used to:<br />Capture — move content (in any form) into your repositories for reuse or retirement<br />Manage — move it around the enterprise to drive key applications and processes<br />Store — put it in a logical place for easy access<br />Preserve — long-term archival and storage<br />Deliver — get to the right audience on the right device <br />…documents and content related to organization processes.<br />What is ECM?<br />
    4. 4. ECM Drivers<br />When you consider your document and records management projects and priorities, what is the most significant business driver for your organization? (Check only ONE)<br />Compliance continuing to take 2nd place during recession<br />N=680 Non-trade,<br />
    5. 5. ECM Drivers<br />Thinking about the compliance benefits of ECM and Records Management, which of the following are the TWO most important compliance drivers in your organization? <br />#1 Customer/supplier litigation <br />#2 Financial reporting and audit<br />N=680 Non-trade,<br />
    6. 6. ECM Drivers – new users<br /> What would you say are the two main reasons that triggered your organization's decision to plan an ECM system? (Max TWO)<br />60% of new ECM users cite “content chaos” as the main reason for adopting ECM<br />28% want better knowledge sharing<br />“SharePoint effect” for 22%<br />N=110 new implementers<br />
    7. 7. ECM Drivers – content types<br />How are the following content types managed and archived in your organization?<br />40% with documents in ECM/DM/RM system (scanned and electronic)<br />15% storing emails in ECM/DM/RM, <br />29% in EMM system<br />N=604 Non-trade,<br />
    8. 8. ECM Drivers - Electronic<br />How confident are you, that if challenged, your organization could demonstrate that your electronic information (excluding emails) is accurate, accessible, and trustworthy?<br />Electronic (not emails) <br />41% Slightly or not at all confident <br />N=607 Non-trade,<br />
    9. 9. ECM Drivers - Emails<br />How confident are you that emails related to documenting commitments and obligations made by you and your staff are recorded, complete, and retrievable?<br />Emails <br />56% Slightly or not at all confident <br />N=607 Non-trade,<br />
    10. 10. ECM Drivers - Emails<br /> Which of the following would best describe standard practice in your organization for dealing with "important" emails?<br />43% still relying on personal Outlook folders<br />28% have access to a DM/RM/EMM system<br />12% printing and filing paper<br />N=607 Non-trade,<br />
    11. 11. Priorities<br />What would you say are the three most important ECM issues or current projects for you right now? (Max. THREE)<br />#1 Implementing RM<br />#2 Emails as records<br />#3 Multiple Repositories<br />#4 Getting started<br />#5 E-Discovery<br />N=607 Non-trade,<br />
    12. 12. SharePoint – Adoption<br />Have you implemented Microsoft SharePoint 2007 (WSS/MOSS) in your organization?<br />32% have 2007 in use, 21% implementing, <br />13% have plans,<br />66% Total <br />Only 28% have no plans<br />N=680 Non-trade,<br />
    13. 13. SharePoint - Plans<br />Do you have a formal plan or strategy in place describing where you will utilize your SharePoint investments and where you will utilize other ECM investments?<br />46% need a plan but don’t have one<br />12% don’t even know where to start<br />N=366 SharePoint users<br />Excl. 81 “Not Sure” <br />
    14. 14. SharePoint - Plans<br />Which of the following would you use to best describe your current or planned use of SharePoint in your organization with regard to your existing ECM, DM and RM suites? <br />28% in parallel or competition<br />12 % portalling<br />&<br />8% linked to RM<br /> Only 11% say “SP is our ECM suite <br />N=442 SharePoint users<br />
    15. 15. Multiple Repositories<br />Thinking about your plans in the next 2 years to provide employees with a single point of access to content repositories across your organization, which of the following is the best description of the approach you plan to take or have taken?<br />36% green-field ECM<br />32% using portals (22% with SharePoint)<br />5% relying on Enterprise Search <br />20% no plans<br />N=633 Non-trade,<br />
    16. 16. Standardization of quality control and integrity maintenance in the field of document management. Documents may be managed in micrographic or electronic form.<br />This includes:<br />processes involving capture, indexing, storage, retrieval, distribution and communication, presentation,<br />migration, exchange, preservation and disposal;<br />input/output quality of documents (micrographic or electronic);<br />implementation, inspection and quality control procedures for storage, use and preservation of documents (micrographic or electronic), including supportive metadata;<br />applications involving workflow (process management) in an enterprise and on the Internet;<br />maintenance of quality and integrity during information exchange between systems;<br />procedures and processes supporting legal admissibility and/or integrity and security;<br />management of related audit trail information.<br />Scope<br />
    17. 17. Promote the recognition of the legal admissibility of information on recorded media<br />Standardize terminology<br />Create criteria for assessing the integrity of captured documents and quality of storage media<br />Develop uniform test methods<br />Encourage systems compatibility and document file portability<br />TC171 Objectives<br />
    18. 18. TC171 Organizational Structure<br />
    19. 19. SC2, Application Issues<br />
    20. 20. Germany<br />Japan<br />Russian Federation<br />South Africa<br />Spain <br />Switzerland<br />Ukraine<br />United Kingdom<br />United States<br />Australia<br />Austria<br />Belgium <br />Bulgaria<br />Canada<br />China<br />Cuba<br />Czech Republic<br />France <br />TC171 Membership<br />Observing Countries: 25<br />
    21. 21. JTC1, Information Technology<br />JTC1/SC23, Optical disk cartridges<br />JTC1/SC28, Office equipment<br />JTC1/SC29, Coded representation of picture, audio, and multimedia<br />TC6, Paper, board and pulps<br />TC10, Technical drawings<br />TC10/SC1, Technical drawings – General principles<br />TC42, Photography<br />TC46, Information and documentation<br />TC46/SC9, Identification and description<br />TC46/SC11, Archives/records management<br />TC215, Health informatics<br />TC184/SC4, Industrial automation systems <br />TC171 Liaisons<br />
    22. 22. Gerard Cathaly-Pretou, TC171 Chairman<br />Alan Shipman, SC1 Chairman<br />Robert Breslawski, SC2 Chairman<br />Andrew Pibworth, SC3 Chairman<br />Betsy Fanning, TC171 and SC2 Secretary<br />Bernd Borchert, SC1 and SC3 Secretary<br />TC171 Leadership<br />
    23. 23. Robert Breslawski, SC2 WG1 Convenor<br />William Neale, SC2 WG2 Convenor<br />Stephen Levenson, SC2 WG5 Convenor<br />Robert Breslawski, SC2 WG6 Convenor<br />Dennis Newman, SC2 WG7 Convenor<br />Nora Calvillo, SC2 WG8 Convenor<br />Dennis Newman, SC2 WG9 Convenor<br />Virginia Jones, SC3 WG1 Convenor<br />Working Group Leadership<br />
    24. 24. Increase the rate of success and reduce risk in implementations<br />Increase acceptance by users and management<br />Protect technology and product development investments<br />Reduce procurement and manufacturing costs<br />Reduce compliance costs and risks<br />Improve quality<br />Facilitate the expansion of the industry <br />Facilitate long-term storage of electronic documents<br />Benefits<br />
    25. 25. ISO/DIS 12651-1, Electronic document management – Vocabulary – Part 1: Electronic document imaging<br />ISO/CD 12651-2, Electronic document management – Vocabulary – Part 2: Workflow<br />ISO/CD 14641-1, Electronic archiving – Specifications concerning the design and the operation of an information system for electronic records preservation – Part 1<br />ISO/DTR 14105, Document management – Change management associated with EDMS technologies <br />Active Projects<br />
    26. 26. PDF/A, ISO 19005 (Parts 1, 2 and 3)<br />Archiving electronic documents<br />PDF/E (Engineering), ISO 24517-1<br />For engineering, architectural, and GIS documents<br />PDF/E (Engineering), ISO/NWP 24517-2<br />Archive engineering, architectural, and GIS documents<br />PDF/UA (Universal Access), ISO/CD 14289-1<br />Intended to address Section 508 concerns<br />PDF Healthcare<br />Exchange of electronic health records (CDA and CCR)<br />PDF, ISO 32000-1 (ISO/CD 32000-2)<br />PRC, Product Representation Compact (ISO/CD 14739-1)<br />PDF Standards<br />
    27. 27. ISO 3334 – Micrographics – ISO resolution test chart No. 2 – Description and use<br />ISO 8126 – Micrographics – Duplicating film, silver, diazo and vesicular – Visual density – Specifications and measurements<br />ISO 8514 – Micrographics – Alphanumeric computer output microforms – Quality Control (2 parts)<br />ISO 10594 – Micrographics – Rotary camera systems – Test target for checking performance<br />ISO 12653 – Electronic imaging – Test target for the black and white scanning of office documents (2 parts)<br />Test Charts<br />
    28. 28. ISO 11928 – Micrographics – Quality control of graphic COM recorders (2 parts)<br />ISO/TR 12031 – Micrographics – Inspection of silver-gelatin microforms for evidence of deterioration<br />ISO 14648 – Micrographics – Quality control of COM recorders that generate images using a single internal display system (2 parts)<br />Quality Control<br />
    29. 29. ISO 10196 – Micrographics – Recommendations for the creation of original documents<br />ISO 10244 – Document management – Business process baselining and analysis<br />ISO 10255 – Document management applications – Optical disk storage technology, management and standards<br />ISO 11506 – Document management applications – Archiving electronic data – Computer output microfilm (COM/computer output laser disc (COLD)<br />Imaging<br />
    30. 30. ISO 12029 – Document management – Machine-readable paper forms – Optimal design for user friendliness and electronic document management systems (EDMS)<br />ISO/TR 12033 – Document management – Electronic imaging – Guidance for selection of document image compression methods <br />ISO 22938 – Document management – Electronic content/document management (CDM) data interchange format<br />ISO/TR 22957 – Document management – Analysis, selection and implementation of electronic document management systems (EDMS)<br />ISO 23868 – Document management – Monitoring and verification of information stored on 130mm optical media<br />Imaging<br />
    31. 31. ISO 6196 (10 parts) – Micrographics - Vocabulary<br />ISO/TR 12036 – Micrographics – Expungement, deletion, correction, or amendment of records on microforms<br />ISO/TR 12037 – Electronic imaging – Recommendations for the expungement of information recorded on write-once optical media<br />ISO/TR 12654 – Electronic imaging – Recommendations for the management of electronic recording systems for the recording of documents that may be used as evidence, on WORM optical disk<br />ISO/TR 15801 – Document management – Information stored electronically – Recommendations for trustworthiness and reliability<br />ISO/TR 18492 – Long-term preservation of electronic document-based information<br />Terminology/Legal Issues<br />
    32. 32. Open Source<br />Which of the following potential benefits would most lead you to investigate an Open Source ECM product? (Max. TWO):<br />74% have an open mind on Open Source<br />Cost and simplicity are biggest drivers<br />N=607 Non-trade,<br />
    33. 33. Open Source<br /> Do you have plans to implement an Open Source ECM system or portal?<br />6% using Open Source ECM<br />5% using other Open Source WCM or portal<br />9% have plans in next year or two<br />N=607 Non-trade,<br />
    34. 34. Cloud<br />Do you have plans to use a "Cloud" solution or Cloud storage for your document and records management? <br />(Cloud = off-premise, on an un-specified server)<br />43/55% would consider a Gov. Cloud or Corporate Cloud<br />20/28% would consider a branded cloud anywhere/in national locale<br />Few have any immediate plans<br />N=585 Non-trade. <br />Normalised for Not Applicable<br />
    35. 35. Enterprise 2.0<br />In your view, how critical is Enterprise 2.0/external social media to your organization’s overall business goals and success?<br />Enterprise 2.0 (internal) <br />29% “Imperative” or “Significant”<br />External 2.0 (social media)<br />21%<br />N=643 Non-trade,<br />
    36. 36. Enterprise 2.0<br />Which THREE of the following would you say are the key drivers for use of external Social Media in your organizational unit?<br />Marketing<br />Customer Feedback<br />Staff Research<br />N=575 Non-trade,<br />
    37. 37. Enterprise 2.0<br />Which THREE of the following would you say are the key drivers for <br />internal Social Media/collaboration/Enterprise 2.0 in your organizational unit? <br />Knowledge Sharing<br />Team Collaboration<br />Project Coordination<br />N=575 Non-trade,<br />
    38. 38. Enterprise 2.0<br />How do you feel about the following statements? <br />N=575 Non-trade,<br />
    39. 39. Understanding Markets in Transition<br />39<br />
    40. 40. Understanding Markets in Transition<br />40<br />AIIM Task Force<br />For more information -- http://www.aiim.org/futurehistory<br />
    41. 41. The Evolution of Technology Markets<br />41<br />Image source = http://www.directimpactnow.com/<br />
    42. 42. You Say You Want a Revolution<br />42<br />Consumer Technologies and the Enterprise<br />Consumer IT<br />On Fire<br />Enterprise IT<br />On Hold<br />Source = AIIM and TCG Advisors<br />
    43. 43. Systems of Engagement Emerge<br />Command and control<br />43<br />Systems of Record<br />Systems of Engagement<br />Collaborative<br />Transaction-oriented<br />Interaction-oriented<br />Document-centric<br />User-centric<br />User learns system<br />System learns user<br />Security is key issue<br />Privacy is key issue<br />Source = AIIM and TCG Advisors<br />
    44. 44. Systems of Engagement Emerge<br />Command and control<br />44<br />ECM<br />Social Business Systems<br />Collaborative<br />Transaction-oriented<br />Interaction-oriented<br />Document-centric<br />User-centric<br />User learns system<br />System learns user<br />Security is key issue<br />Privacy is key issue<br />Source = AIIM and TCG Advisors<br />
    45. 45. Issues for users raised by emergence of SOE<br />45<br />Does this mean the end of a focus on Systems of Record?<br />What does CONTROL mean in the world of Systems of Engagement?<br />What kinds of use cases will help make Systems of Engagement meaningful?<br />
    46. 46. Betsy Fanning<br />Ph: +1.301.755.2682<br />Skype: betsy.fanning<br />Email: bfanning@aiim.org<br />Twitter: bfanning<br />LinkedIn: www.linkedin.com/in/betsyfanning<br />Questions/Contact<br />

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