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ISO TC171 Seoul
ISO TC171 Seoul
ISO TC171 Seoul
ISO TC171 Seoul
ISO TC171 Seoul
ISO TC171 Seoul
ISO TC171 Seoul
ISO TC171 Seoul
ISO TC171 Seoul
ISO TC171 Seoul
ISO TC171 Seoul
ISO TC171 Seoul
ISO TC171 Seoul
ISO TC171 Seoul
ISO TC171 Seoul
ISO TC171 Seoul
ISO TC171 Seoul
ISO TC171 Seoul
ISO TC171 Seoul
ISO TC171 Seoul
ISO TC171 Seoul
ISO TC171 Seoul
ISO TC171 Seoul
ISO TC171 Seoul
ISO TC171 Seoul
ISO TC171 Seoul
ISO TC171 Seoul
ISO TC171 Seoul
ISO TC171 Seoul
ISO TC171 Seoul
ISO TC171 Seoul
ISO TC171 Seoul
ISO TC171 Seoul
ISO TC171 Seoul
ISO TC171 Seoul
ISO TC171 Seoul
ISO TC171 Seoul
ISO TC171 Seoul
ISO TC171 Seoul
ISO TC171 Seoul
ISO TC171 Seoul
ISO TC171 Seoul
ISO TC171 Seoul
ISO TC171 Seoul
ISO TC171 Seoul
ISO TC171 Seoul
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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 …

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
  • Transcript

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

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