20110411 Archive Systems User Conference Keynote Future of EDRM


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This keynote was delivered at the Archive Systems User Conference in Orlando and focused on the 8 trends that will affect document and records management

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  • Moving into mainstream
  • 1st 3 Q – iPAD scaled 4X as quickly as the iPhoneIn Q4 2010 the number of smart phones and tablets shipped was greater for first time than number of PCsFacebook 662MM users -- +41% Y/Y
  • During my professional lifetime, I have seen at least 4 major enterprise IT transformations, and they seem to be occurring with increasing acceleration. When I first came into the workforce, the enterprise IT norm was centered on mainframe computers focused on batch-processed financial applications. This was the era of Burroughs and Univac and NCR and Control Data and Honeywell. This era was soon eclipsed by the rise of minicomputers.Minis were themselves eclipsed by the PC revolution, stitched together in Local Area Networks. Steroids in the form of the internet changed everything about how we connected PCs together distributed documents and information around our organizations. And then along came Google and our expectations about enterprise IT and simplicity of use morphed once again.
  • The challenges here are enormous. Expectations of Enterprise IT are rising. The business, still reeling from the crash of 2008, is questioning the rigidity and cost of legacy systems. The focus of IT is changing from a traditional focus on standardizing and automating back-end manual processes – a focus on CONTROL – to a focus on empowering and connecting knowledge workers and improving knowledge worker productivity and innovation. in the world of Systems of Engagement – no one on the user side cares about any of this. However, because these systems are being used by enterprises, they will inevitably be subject to the same legal and social restrictions as traditional enterprise content, and therein lies the rub. Today that rub is significantly limiting endorsement and adoption of consumer-style communication and collaboration facilities around the world, and it will continue to do so until the content management industry and its customers develop protocols and policies to address its issues.
  • It’s also true that Web 2.0 is profoundly changing the way we work. You can work on a computer at your work, home, or Internet café, a laptop at the airport, a tablet PC at the local starbucks, or on your iPhone in a pub. It generally requires Web access, though even this is starting to change, but the tools are lightweight enough and the computers are both mobile enough and powerful enough to let you “work where you want, when you want, and be able to conduct real business.“[twitter]Web 2.0:work where you want, when you want, and be able to conduct real business. – blognation Canada[/twitter]
  • 350,000 apps in the iStoreOver 10 billion downloads
  • 20110411 Archive Systems User Conference Keynote Future of EDRM

    1. 1. The Future of Records and Document Management8 Trends That Will Change the Way You Manage Information<br />Jesse Wilkins, CRM<br />April 11, 2011<br />
    2. 2. International - Members in 146 countries<br />Independent - Unbiased and vendor neutral<br />Implementation Focused - Processes, not just technology <br />Industry Intermediary - users, suppliers, consultants, analysts, and the channel<br />http://www.aiim.org <br />About AIIM<br />
    3. 3. Director, Systems of Engagement, AIIM<br />Background in electronic records management, email management, ECM, and social technologies<br />Director, ARMA International Board of Directors (2007-2010)<br />Frequent industry speaker and and author<br />AIIM ERM and E2.0 Expert Blogger<br />Instructor for AIIM Certificate Programs<br />Jesse Wilkins, CRM<br />
    4. 4. Part 1: Where We Are<br />Part 2: The 8 Trends and What They Mean to Your Information Management Program<br />Complexification<br />Simplification<br />Commoditization<br />Automation<br />Socialification<br />Mobilification<br />Consumerification<br />Cloudification<br />Agenda<br />
    5. 5. Where We Are<br />
    6. 6. Compliance requirements continue to increase<br />What to keep <br />How to keep it<br />How long to keep it<br />
    7. 7. Volume continues to increase<br />
    8. 8. Rate of technology innovation continues to increase<br />
    9. 9. Information management is evolving<br />
    10. 10. 1. Complexification<br />
    11. 11. Complex retention requirements<br />
    12. 12. Content complexity<br />sharing <br />collaborating<br />liking <br />recommending following<br />workflow compliance<br />control<br />security<br />records<br />Documents<br />
    13. 13. Enterprise systems<br />Line of business systems<br />Departmental systems<br />Multiple content creation systems<br />Multiple content management systems<br />The cloud<br />Mobile devices<br />Personal mobile devices<br />And on, and on, and on….<br />Complex technical environment<br />
    14. 14. simple.<br />2. Simplification<br />
    15. 15. Streamline the retention schedule<br />Use the RRS for retention and other classification tools for classification<br />Big bucket retention<br />
    16. 16. Archiving <br />Basic retention management<br />Basic retention management<br />
    17. 17. Our Twitter policy: Be professional, kind, discreet, authentic. Represent us well. Remember that you can’t control it once you hit “update.”<br />Policies<br />
    18. 18. Ease of use<br />
    19. 19. 3. Commoditization<br />
    20. 20. Basic content services<br />
    21. 21. Standards can drive commoditization<br />Technology standards<br />CMIS<br />PDF, PDF/A, PDF/X….<br />Process standards<br />GARP<br />EDRM<br />Outsourcing as commoditization<br />Physical and electronic records<br />Standards<br />
    22. 22. 4. Automation<br />
    23. 23. Paper automation – through capture and extraction<br />Workflow and business process automation<br />Process automation<br />
    24. 24. Automated creation of classification schemes<br />Automatic assignment of objects to classification<br />Autoclassification<br />
    25. 25. Built into business applications and processes<br />Automatic declaration, retention, and disposition<br />NOT 100%!<br />Records automation<br />
    26. 26. 5. Socialification<br />
    27. 27. “…fully networked enterprises are not only more likely to be market leaders or to be gaining market share but also use management practices that lead to margins higher than those of companies using the Web in more limited ways…”<br />
    28. 28.
    29. 29. Systems of Record<br />
    30. 30. Systems of Engagement<br />Systems of Record<br />
    31. 31. Is a Facebook “like” a record?<br />
    32. 32. 6. Mobilification<br />
    33. 33. Emergence of powerful mobile devices<br />
    34. 34. Air cards<br />Wi-Fi<br />Smart phones with 3G/4G access<br />And always-on high-speed internet access<br />
    35. 35. Mobile apps<br />
    36. 36. “Working where you want, when you want, <br />and being able to conduct real business.”<br />blognation Canada<br />
    37. 37. 7. Consumerification<br />
    38. 38. Free/freemium services<br />App store downloads<br />Consumer-driven innovation<br />
    39. 39. Technology touches everyone.<br />Everyone carries technology expectations into the workplace.<br />Why do I feel so powerful as a consumer and so lame as an employee?<br />Photo source = http://www.flickr.com/photos/notionscapital/5225049493/<br />
    40. 40.
    41. 41. The End of IT Autocracy<br />
    42. 42. 8. Cloudification<br />
    43. 43. Software as a Service (SaaS) – allows delivery of software anywhere, anytime<br />Cloud computing includes computing aaS, platform aaS, etc. <br />Use what you need – and pay for it<br />XaaS and the Cloud<br />
    44. 44. Slow uptake but increasing<br />Need to evaluate for jurisdictional, privacy, and production issues<br />Significant concerns around service levels and migration<br />XaaS and the Cloud<br />
    45. 45. It’s an interesting time to be in the industry<br />These trends are not on the horizon<br /> – they are here now<br />Organizations need our guidance<br />We have to be ready to lead the information management discussions<br />Conclusion<br />
    46. 46. Jesse Wilkins, CRM, CDIA+<br />Director, Systems of Engagement<br />AIIM International<br /> +1 (303) 574-0749 direct<br /> jwilkins@aiim.org <br /> http://www.twitter.com/jessewilkins<br /> http://www.linkedin.com/in/jessewilkins<br /> http://www.facebook.com/jessewilkins<br /> http://www.slideshare.net/jessewilkins<br />For more information<br />