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20110411 Archive Systems User Conference Keynote Future of EDRM
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20110411 Archive Systems User Conference Keynote Future of EDRM


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

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


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