The	
  Rapidly	
  Changing	
  ECM	
  Marketplace:	
  
Finding	
  the	
  Right	
  Solu:on	
  in	
  Chao:c	
  Times	
  
    ...
Who	
  is	
  AIIM	
  and	
  why	
  should	
  you	
  care?	
  




   AIIM.org/research	
  


2	
  
AIIMcommuniDes.org	
  


3	
  
Who	
  is	
  AIIM	
  and	
  why	
  should	
  you	
  care?	
  




   AIIM.org/training	
  –	
  email	
  me	
  at	
  johnma...
Understanding	
  markets	
  in	
  transi:on	
  




5	
            Photo	
  source	
  =	
  h$p://www.flickr.com/photos/elle...
6	
  
AIIM	
  Task	
  Force	
  


           Understanding	
  Markets	
  in	
  Transi:on	
  




        For	
  more	
  informaD...
Image	
  source	
  =	
  h$p://www.direcDmpactnow.com/	
  


8	
  
Photo	
  source	
  =	
  h$p://www.flickr.com/photos/sergemelki/349312861/	
  




	
  	
  1	
  -­‐-­‐	
  A	
  short	
  hist...
2	
  -­‐-­‐	
  Consumer	
  revolu:on	
  &	
  enterprise	
  IT	
  




         h$p://www.flickr.com/photos/hisge$/320649445...
3	
  -­‐-­‐	
  A	
  “future”	
  history	
  of	
  ECM	
  




                                     Photo	
  Source	
  =	
  ...
Photo	
  source	
  =	
  h$p://www.flickr.com/photos/sergemelki/349312861/	
  




	
  	
  A	
  short	
  history	
  of	
  EC...
 	
  Solu:ons	
  expensive	
  and	
  complicated.	
  

	
  	
  Adop:on	
  driven	
  by	
  the	
  business.	
  
           ...
 	
  Web	
  technologies.	
  

	
  	
  Explosion	
  of	
  risk	
  concerns.	
  
                          ECM	
  in	
  the...
Systems of Record

          Command	
  and	
  control	
  

          TransacDon-­‐oriented	
  

            Document-­‐ce...
Consumer	
  revolu:on	
  &	
  enterprise	
  IT	
  




         h$p://www.flickr.com/photos/hisge$/3206494453/	
  



16	
  
Consumer	
  Technologies	
  and	
  the	
  Enterprise	
  


                    You	
  Say	
  You	
  Want	
  a	
  Revolu:on...
How	
  can	
  it	
  be	
  that	
  I	
  am	
  so	
  
             powerful	
  as	
  a	
  consumer	
  and	
  so	
  
        ...
So	
  how	
  does	
  IT	
  view	
  this	
  revolu:on?	
  




19	
  
 	
  Let’s	
  con:nue	
  the	
  last	
  decade’s	
  trend	
  lines.	
  

	
  	
  Let’s	
  con:nue	
  to	
  build	
  out	
 ...
So	
  how	
  do	
  end	
  users	
  view	
  this	
  revolu:on?	
  




21	
  
Video on Demand                  YouTube, Telepresence
                                              Broadcasts
          ...
And	
  if	
  you	
  (IT)	
  don’t	
  get	
  it	
  for	
  me,	
  	
  
                        I’ll	
  get	
  it	
  myself.	...
Inside	
  the	
  Enterprise	
                                              Outside	
  the	
  Firewall	
  

         Good	
...
A	
  “future”	
  history	
  of	
  ECM	
  




                               Photo	
  Source	
  =	
  h$p://www.flickr.com/p...
Systems of Record                                         Systems of Engagement

          Command	
  and	
  control	
    ...
Ent. Content Management                                          Systems of Engagement

         Command	
  and	
  control...
1     “Nobody has figured this out”
         2     “Whether the CIO wants it or not, it is coming
               in.”
    ...
1    What does CONTROL mean in the world of
              Systems of Engagement?
          Issues	
  for	
  users	
  of us...
What	
  does	
  CONTROL	
  mean	
  in	
  a	
  world	
  of	
  
         Systems	
  of	
  Engagement?	
  




              ...
[Social	
  content	
  on	
  external	
  sites]	
  will	
  
be	
  archived	
  and	
  retained	
  for	
  the	
  
required	
 ...
Non-­‐administraDve	
  incoming/outgoing	
  and	
  
internal	
  correspondence,	
  in	
  any	
  media,	
  
pertaining	
  t...
Dear	
  Sir/Madam:	
  

I	
  am	
  looking	
  into	
  starDng	
  a	
  goat	
  dairy	
  farm	
  ,	
  what	
  
licenses	
  d...
Do	
  we	
  need	
  to	
  keep	
  
             this?	
  




                  Photo	
  source	
  =	
  h$p://www.flickr.co...
How	
  long	
  do	
  we	
  
need	
  to	
  keep	
  this?	
  




                Photo	
  source	
  =	
  h$p://www.flickr.co...
How	
  and	
  when	
  do	
  I	
  
 move	
  it	
  from	
  the	
  
external	
  site	
  to	
  an	
  
 internal	
  archive?	
 ...
Whose	
  job	
  is	
  it	
  to	
  do	
  
          this?	
  




                     Photo	
  source	
  =	
  h$p://www.fli...
Will	
  this	
  ever	
  really	
  
        get	
  done?	
  

     Do	
  we	
  care?	
  




                  Photo	
  sou...
Bridging	
  the	
  gap	
  between	
  Systems	
  of	
  Record	
  
        and	
  Systems	
  of	
  Engagement	
  


 Photo	
...
Outbound (CMO)              •  Channel Mgmt to New Channels
                                  •  Social Tools for Social E...
Defining	
  business	
  requirements	
  in	
  this	
  new	
  
              complicated	
  world…	
  




Photo	
  source	
...
Image	
  source	
  =	
  h$p://www.direcDmpactnow.com/	
  


50	
  
 	
  3%	
  -­‐-­‐	
  We	
  don’t	
  scan	
  anything.	
  

	
  	
  15%	
  -­‐	
  We	
  use	
  scanners,	
  but	
  not	
  i...
 	
  3%	
  -­‐-­‐	
  We	
  don’t	
  scan	
  anything.	
  




                  16%	
  
	
  	
  15%	
  -­‐	
  We	
  use	
 ...
 	
  XX%	
  -­‐-­‐	
  Con:nuity/disaster	
  recovery	
  
	
  	
  XX%	
  -­‐-­‐	
  Records	
  and	
  compliance	
  
	
  	
 ...
 	
  15%	
  -­‐-­‐	
  Con:nuity/disaster	
  recovery	
  
	
  	
  39%	
  -­‐-­‐	
  Records	
  and	
  compliance	
  
	
  	
 ...
Who	
  Makes	
  the	
  Decision?	
  
      (where	
  primary	
  decision-­‐maker	
  known)	
  

                        RM...
 	
  05%	
  -­‐-­‐	
  Works	
  in	
  compe::on	
  with	
  other	
  ECM	
  systems.	
  

	
  	
  23%	
  -­‐-­‐	
  Works	
  ...
 	
  xx%	
  -­‐-­‐	
  Underes:mated	
  process	
  and	
  org	
  issues	
  
	
  	
  xx%	
  -­‐-­‐	
  Uneven	
  usage	
  due...
 	
  42%	
  -­‐-­‐	
  Underes:mated	
  process	
  and	
  org	
  issues	
  
	
  	
  34%	
  -­‐-­‐	
  Uneven	
  usage	
  due...
The	
  Rapidly	
  Changing	
  ECM	
  Marketplace:	
  
Finding	
  the	
  Right	
  Solu:on	
  in	
  Chao:c	
  Times	
  
    ...
Nexus2010 keynote -- ImageSource
Nexus2010 keynote -- ImageSource
Nexus2010 keynote -- ImageSource
Nexus2010 keynote -- ImageSource
Nexus2010 keynote -- ImageSource
Nexus2010 keynote -- ImageSource
Nexus2010 keynote -- ImageSource
Nexus2010 keynote -- ImageSource
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Nexus2010 keynote -- ImageSource

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Discussion of key information management trends and the implications of social technologies.

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Nexus2010 keynote -- ImageSource

  1. 1. The  Rapidly  Changing  ECM  Marketplace:   Finding  the  Right  Solu:on  in  Chao:c  Times   John  Mancini   President,  AIIM   twi$er  =  @jmancini77      Blog  =  Digital  Landfill  =  aiim.typepad.com  
  2. 2. Who  is  AIIM  and  why  should  you  care?   AIIM.org/research   2  
  3. 3. AIIMcommuniDes.org   3  
  4. 4. Who  is  AIIM  and  why  should  you  care?   AIIM.org/training  –  email  me  at  johnmancini@aiim.org     4  
  5. 5. Understanding  markets  in  transi:on   5   Photo  source  =  h$p://www.flickr.com/photos/ellenm1/3861396678/  
  6. 6. 6  
  7. 7. AIIM  Task  Force   Understanding  Markets  in  Transi:on   For  more  informaDon  -­‐-­‐  h$p://www.aiim.org/futurehistory   7  
  8. 8. Image  source  =  h$p://www.direcDmpactnow.com/   8  
  9. 9. Photo  source  =  h$p://www.flickr.com/photos/sergemelki/349312861/      1  -­‐-­‐  A  short  history  of  ECM   9  
  10. 10. 2  -­‐-­‐  Consumer  revolu:on  &  enterprise  IT   h$p://www.flickr.com/photos/hisge$/3206494453/   10  
  11. 11. 3  -­‐-­‐  A  “future”  history  of  ECM   Photo  Source  =  h$p://www.flickr.com/photos/fdecomite/2226169735/   11  
  12. 12. Photo  source  =  h$p://www.flickr.com/photos/sergemelki/349312861/      A  short  history  of  ECM   12  
  13. 13.    Solu:ons  expensive  and  complicated.      Adop:on  driven  by  the  business.   A  Short  History  of  ECM  –  The  Early  Days      Use  case,  not  ROI  cri:cal.      Ease  of  use  doesn’t  maWer.      Adop:on  departmental  in  large  organiza:ons.   13  
  14. 14.    Web  technologies.      Explosion  of  risk  concerns.   ECM  in  the  Past  Decade      Entry  of  SharePoint.      User  frustra:on  with  cost  and  complexity.      Rise  of  Saas  and  Open  Source  op:ons.   14  
  15. 15. Systems of Record Command  and  control   TransacDon-­‐oriented   Document-­‐centric   User  learns  system   Security  is  key  issue   Source  =  AIIM  and  TCG  Advisors   15  
  16. 16. Consumer  revolu:on  &  enterprise  IT   h$p://www.flickr.com/photos/hisge$/3206494453/   16  
  17. 17. Consumer  Technologies  and  the  Enterprise   You  Say  You  Want  a  Revolu:on   Enterprise  IT   Consumer    IT   On  Hold   On  Fire   Source  =  AIIM  and  TCG  Advisors   17  
  18. 18. How  can  it  be  that  I  am  so   powerful  as  a  consumer  and  so   The  Big  Disconnect   lame  as  an  employee?   How  disrup:ve  will  Consumer  IT  be   to  Enterprise  IT?   Source  =  AIIM  and  TCG  Advisors  
  19. 19. So  how  does  IT  view  this  revolu:on?   19  
  20. 20.    Let’s  con:nue  the  last  decade’s  trend  lines.      Let’s  con:nue  to  build  out  our  systems  of  record.      There  is  s:ll  significant  “control”  work  to  do.      I’ve  got  more  to  do  than  I  can  handle.   Source  =  AIIM  and  TCG  Advisors   20  
  21. 21. So  how  do  end  users  view  this  revolu:on?   21  
  22. 22. Video on Demand YouTube, Telepresence Broadcasts Conferencing Mobile Access iPhone, iPad, Blackberry, Android Empowered Mobile Clients Instant Access SMS, Facebook, Twitter, WebEx Comm Apps Social Networks Info on Demand Google, Bing, Technorati, Yelp Enterprise Search Source  =  AIIM  and  TCG  Advisors  
  23. 23. And  if  you  (IT)  don’t  get  it  for  me,     I’ll  get  it  myself.   23  
  24. 24. Inside  the  Enterprise   Outside  the  Firewall   Good  Heavens!   Chill  Seymour!   Put  that  Tweet  ilose  control  –  Get  used  to  it!”   “You  will   n  a   We  don’t  need    JP  Rangaswami  –  CTO,  BT  at  Enterprise  2.0   anyway!   System  of    Record!   you   IT   Source:  John  Newton,  Alfresco   Users   2 4  
  25. 25. A  “future”  history  of  ECM   Photo  Source  =  h$p://www.flickr.com/photos/fdecomite/2226169735/   25  
  26. 26. Systems of Record Systems of Engagement Command  and  control   CollaboraDve   Systems  of  Engagement  Emerge   TransacDon-­‐oriented   InteracDon-­‐oriented   Document-­‐centric   User-­‐centric   User  learns  system   System  learns  user   Security  is  key  issue   Privacy  is  key  issue   Source  =  AIIM  and  TCG  Advisors   26  
  27. 27. Ent. Content Management Systems of Engagement Command  and  control   CollaboraDve   Systems  of  Engagement  Emerge   TransacDon-­‐oriented   InteracDon-­‐oriented   Document-­‐centric   User-­‐centric   User  learns  system   System  learns  user   Security  is  key  issue   Privacy  is  key  issue   Source  =  AIIM  and  TCG  Advisors   27  
  28. 28. 1  “Nobody has figured this out” 2  “Whether the CIO wants it or not, it is coming in.” 3  “Expectations are that there should be no training.” 4 Issues  for  users  raised  by  emergence  of  SOE   “Going forward, there will be a need for the consumer-based technologies, workforce coming in will have different expectations.” 5  “The whole industry is changing and changing very fast.” 6  “Technology is not available to make sense of all this information. There is no technology that is able to make the information relevant.” 28  
  29. 29. 1  What does CONTROL mean in the world of Systems of Engagement? Issues  for  users  of use cases will helpof  SOE   2  What kinds raised  by  emergence   make Systems of Engagement meaningful? 3  How should we define business requirements in this new complicated world… 29  
  30. 30. What  does  CONTROL  mean  in  a  world  of   Systems  of  Engagement?   Photo  source  =  h$p://www.flickr.com/photos/tomsun/3859690596/  
  31. 31. [Social  content  on  external  sites]  will   be  archived  and  retained  for  the   required  period  of  :me  in   accordance  with  the  DIR  Records   Reten:on  Schedule.  
  32. 32. Non-­‐administraDve  incoming/outgoing  and   internal  correspondence,  in  any  media,   pertaining  to  or  arising  from  the  rouDne   operaDons  of  the  policies,  programs,   services,  or  projects  of  an  agency.   RetenDon  =  1  year  
  33. 33. Dear  Sir/Madam:   I  am  looking  into  starDng  a  goat  dairy  farm  ,  what   licenses  do  I  need  and  where  can  I  find  the   guidelines  for  inspecDon  of  milking  parlor,  and   regulaDons?  
  34. 34. Do  we  need  to  keep   this?   Photo  source  =  h$p://www.flickr.com/photos/ marcobellucci/3534516458/  
  35. 35. How  long  do  we   need  to  keep  this?   Photo  source  =  h$p://www.flickr.com/photos/ marcobellucci/3534516458/  
  36. 36. How  and  when  do  I   move  it  from  the   external  site  to  an   internal  archive?   Photo  source  =  h$p://www.flickr.com/photos/ marcobellucci/3534516458/  
  37. 37. Whose  job  is  it  to  do   this?   Photo  source  =  h$p://www.flickr.com/photos/ marcobellucci/3534516458/  
  38. 38. Will  this  ever  really   get  done?   Do  we  care?   Photo  source  =  h$p://www.flickr.com/photos/ marcobellucci/3534516458/  
  39. 39. Bridging  the  gap  between  Systems  of  Record   and  Systems  of  Engagement   Photo  source  =  h$p://www.flickr.com/photos/ cyron/10813776/  
  40. 40. Outbound (CMO) •  Channel Mgmt to New Channels •  Social Tools for Social Engagement Market Sell Support •  Content Analytics for Pers Engagement Inbound (CFO) •  Supplier Planning •  Inter-Enterprise Collaboration Source Buy Deploy •  Process Analytics Product (CTO) •  Project Management & Collaboration •  Product Introduction Design Build Deliver •  Virtual Expert Strategic (CIO) •  Mobile Management •  Rapid Planning and Provisioning Plan Provision Report •  Compliance (Archive, Records) Source: John Newton, Alfresco
  41. 41. Defining  business  requirements  in  this  new   complicated  world…   Photo  source  =  h$p://www.flickr.com/photos/mcfarlandmo/3274597033/  
  42. 42. Image  source  =  h$p://www.direcDmpactnow.com/   50  
  43. 43.    3%  -­‐-­‐  We  don’t  scan  anything.      15%  -­‐  We  use  scanners,  but  not  in  an  organized  way.   A  Short  History  of  ECM  –  The  Early  Days      34%  -­‐-­‐  We  scan  as  image  only/manually  apply  metadata.      15%  -­‐-­‐  We  scan/capture  metadata  for  archive/rou:ng.      17%  -­‐-­‐  We  scan  and  OCR  for  full  text  search.   51  
  44. 44.    3%  -­‐-­‐  We  don’t  scan  anything.   16%      15%  -­‐  We  use  scanners,  but  not  in  an  organized  way.   A  Short  History  of  ECM  –  The  Early  Days      34%  -­‐-­‐  We  scan  as  image  only/manually  apply  metadata.      15%  -­‐-­‐  We  scan/capture  metadata  for  archive/rou:ng.      17%  -­‐-­‐  We  scan  and  OCR  for  full  text  search.   52  
  45. 45.    XX%  -­‐-­‐  Con:nuity/disaster  recovery      XX%  -­‐-­‐  Records  and  compliance      XX%  -­‐-­‐  Improve  process  throughput      XX%  -­‐-­‐  Short  Hcustomer  f  ECM  –  The  Early  Days   A   Improve   istory  oservice/access      XX%  -­‐-­‐  Reduce  paper/go  green      XX%  -­‐-­‐  Reduce  transporta:on/logis:cs  costs      XX%  -­‐-­‐  Improve  informa:on  access/KM      XX%  -­‐-­‐  Reduce  physical  office  costs      XX%  -­‐-­‐  Increase  flexibility      XX%  -­‐-­‐  Reduce  data  entry  costs   53  
  46. 46.    15%  -­‐-­‐  Con:nuity/disaster  recovery      39%  -­‐-­‐  Records  and  compliance      43%  -­‐-­‐  Improve  process  throughput      41%  -­‐-­‐  Short  History  oservice/access   Early  Days   A  Improve  customer   f  ECM  –  The      26%  -­‐-­‐  Reduce  paper/go  green      17%  -­‐-­‐  Reduce  transporta:on/logis:cs  costs      53%  -­‐-­‐  Improve  informa:on  access/KM      43%  -­‐-­‐  Reduce  physical  office  costs      06%  -­‐-­‐  Increase  flexibility      13%  -­‐-­‐  Reduce  data  entry  costs   54  
  47. 47. Who  Makes  the  Decision?   (where  primary  decision-­‐maker  known)   RM  or   IT   Line  of   compliance   Business   Capture   15%   23%   29%   ECM  &  RM  &   24%   34%   14%   DM   Workflow  &   10%   31%   27%   BPM   SharePoint   8%   68%   6%  
  48. 48.    05%  -­‐-­‐  Works  in  compe::on  with  other  ECM  systems.      23%  -­‐-­‐  Works  in  parallel  with  other  ECM  systems.   A  Short  History  of  ECM  –  The  Early  Days      20%  -­‐-­‐  Integra:ng  with  other  ECM  systems.      11%  -­‐-­‐  It  IS  our  ECM  system.      30%  -­‐-­‐  Fills  in  some  func:ons.   56  
  49. 49.    xx%  -­‐-­‐  Underes:mated  process  and  org  issues      xx%  -­‐-­‐  Uneven  usage  due  to  poor  procedures/enforcement      xx%  -­‐-­‐  Lack  of  knowledge/training      xx%  A  Project  derailed  bof  ECM  –  The  Early  Days   -­‐-­‐   Short  History  y  internal  poli:cs      xx%  -­‐-­‐  Low  user  acceptance  do  to  poor  design      xx%  -­‐-­‐  Excessive  scope  creep      xx%  -­‐-­‐  Underest  effort  to  dis:ll  and  migrate  content      xx%  -­‐-­‐  Poorly  defined  business  case      xx%  -­‐-­‐  No  agreement  on  fileplans,  taxonomy,  metadata      xx%  -­‐-­‐  Failed  to  think  beyond  the  business  unit      xx%  -­‐-­‐  Budget  overrun   57  
  50. 50.    42%  -­‐-­‐  Underes:mated  process  and  org  issues      34%  -­‐-­‐  Uneven  usage  due  to  poor  procedures/enforcement      32%  -­‐-­‐  Lack  of  knowledge/training      27%  -­‐-­‐  Sroject  History  of  ECM  –  oli:cs   arly  Days   A  Phort  derailed  by  internal  p The  E    23%  -­‐-­‐  Low  user  acceptance  do  to  poor  design      22%  -­‐-­‐  Excessive  scope  creep      21%  -­‐-­‐  Underest  effort  to  dis:ll  and  migrate  content      18%  -­‐-­‐  Poorly  defined  business  case      16%  -­‐-­‐  No  agreement  on  fileplans,  taxonomy,  metadata      13%  -­‐-­‐  Failed  to  think  beyond  the  business  unit      958   -­‐-­‐  Budget  overrun   %  
  51. 51. The  Rapidly  Changing  ECM  Marketplace:   Finding  the  Right  Solu:on  in  Chao:c  Times   John  Mancini   President,  AIIM   twi$er  =  @jmancini77      Blog  =  Digital  Landfill  =  aiim.typepad.com  
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