Nexus2010 keynote -- ImageSource

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

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 johnmancini@aiim.org 4

Understanding markets in transi:on 5 Photo source = h$p://www.ﬂickr.com/photos/ellenm1/3861396678/

AIIM Task Force Understanding Markets in Transi:on For more informaDon -‐-‐ h$p://www.aiim.org/futurehistory 7

Image source = h$p://www.direcDmpactnow.com/ 8

Photo source = h$p://www.ﬂickr.com/photos/sergemelki/349312861/ 1 -‐-‐ A short history of ECM 9

2 -‐-‐ Consumer revolu:on & enterprise IT h$p://www.ﬂickr.com/photos/hisge$/3206494453/ 10

3 -‐-‐ A “future” history of ECM Photo Source = h$p://www.ﬂickr.com/photos/fdecomite/2226169735/ 11

Photo source = h$p://www.ﬂickr.com/photos/sergemelki/349312861/ A short history of ECM 12

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

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

Systems of Record Command and control TransacDon-‐oriented Document-‐centric User learns system Security is key issue Source = AIIM and TCG Advisors 15

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 Enterprise IT Consumer IT On Hold On Fire Source = AIIM and TCG Advisors 17

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

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 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

So how do end users view this revolu:on? 21

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

And if you (IT) don’t get it for me, I’ll get it myself. 23

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

A “future” history of ECM Photo Source = h$p://www.ﬂickr.com/photos/fdecomite/2226169735/ 25

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

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

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

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

What does CONTROL mean in a world of Systems of Engagement? Photo source = h$p://www.ﬂickr.com/photos/tomsun/3859690596/

[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.

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

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?

Do we need to keep this? Photo source = h$p://www.ﬂickr.com/photos/ marcobellucci/3534516458/

How long do we need to keep this? Photo source = h$p://www.ﬂickr.com/photos/ marcobellucci/3534516458/

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/

Whose job is it to do this? Photo source = h$p://www.ﬂickr.com/photos/ marcobellucci/3534516458/

Will this ever really get done? Do we care? Photo source = h$p://www.ﬂickr.com/photos/ marcobellucci/3534516458/

Bridging the gap between Systems of Record and Systems of Engagement Photo source = h$p://www.ﬂickr.com/photos/ cyron/10813776/

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

Deﬁning business requirements in this new complicated world… Photo source = h$p://www.ﬂickr.com/photos/mcfarlandmo/3274597033/

Image source = h$p://www.direcDmpactnow.com/ 50

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

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

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

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

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%

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

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

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 %

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

Nexus2010 keynote -- ImageSource

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Nexus2010 keynote -- ImageSource — Presentation Transcript

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