What is an information professional?

Connec&ng Informa&on Professionals with Solu&on Providers – Where are the Gaps?

Agenda •  4 ques,ons -‐-‐ What is the context for this mee,ng? –  How is my company doing? –  How does business look for next year? –  Where do I see the most opportunity? –  What is hold users back from moving on capture-‐ to-‐process ini,a,ves? •  Where is the industry headed? Where is AIIM going?

Systems of Engagement Social and Era Mainframe Mini PC Internet Cloud Systems of Record Years 1960-‐1975 1975-‐1992 1992-‐2001 2001-‐2009 2010-‐2015 Typical A batch A dept A A web An thing trans process document page interac,on managed Best Digital known IBM MicrosoR Google Facebook Equipment company Content Social Image Document Content mgmt Microﬁlm Business Mgmt Mgmt Mgmt focus Systems

Considera&on Systems of Record Systems of Engagement Focus Transac,ons Interac,ons Governance Command & Control Collabora,on Core Elements Facts & Commitments Ideas & Nuances Value Single Source of Truth Discovery & Dialog Standard Accurate & Complete Immediate & Accessible Content Authored Communal Primary Record Type Documents Conversa,ons Searchability Easy Hard Usability User is trained User “knows” Accessibility Regulated & Contained Ad Hoc & Open Reten,on Permanent Transient Policy Focus Security (Protect Assets) Privacy (Protect Users)

Enterprise IT is changing •  We believe that social, cloud and mobile compu,ng are combining to create a new paradigm for how organiza,ons view enterprise IT. •  In this new era of systems of engagement, informa,on systems are not only expected to reduce risk and cost, but also to drive revenues and help engage customers, partners, and employees. •  These systems will be driven by a new expanded set of players who have a business rather than an IT focus.

The emerging informa,on professional •  The vast majority of organiza6ons see the need to manage informa6on as an enterprise resource rather than in separate "silos," departments or systems, but they dont know how to begin to address the challenge, as it is so large... •  Professional roles focused on informa6on management will be diﬀerent to that of established IT roles. •  An "informa6on professional" will not be one type of role or skill set, but will in fact have a number of specializa6ons. –  Deb Logan and Regina Casonata, Gartner

Who are these people? This is our target market. IT Legal professional Risk/Liability Focus Records Manager Digital Archivist Business Process Owners Value Focus Business Analyst Knowledge Manager Informa,on/Data Scien,st Ent Informa,on Manager Governance Focus Info/Data Stewards Ent Informa,on Architect Social Focus Informa,on Curators Community Managers Most roles from Deb Logan and Regina Casonata, Gartner

The 7 business problems facing informa,on professionals •  Do you help your organization build strategies to … 1.  Deliver the right information in the right context? 2.  Improve information sharing and collaboration? 3.  Improve enterprise search? 4.  Analyze information to ﬁnd business opportunities? 5.  Make sure information is private and secure? 6.  Meet records and compliance requirements? 7.  Streamline and automate processes?

How can we address the pain points of these informa,on professionals?

1 -‐-‐ Through market educa,on and evangelism in the context of the procurement cycle Awareness Implementa,on Planning Selec,on

Use themes to tell a story, link products, and align sales/marke,ng Industry ECM Seminar Webinars Prof toolkits (use Summits Watch 2 for each topic; 1 as prof member (and Board focus on the report benefit and as a meeting) substance, the other comp/draw for a solution provider other activities) showcase.Process Revolution – FEB 6 cities spring Do 1 to promote MARMoving Your Business from MAY spring roadshowPaper to PCs to Tablets 7 cities fall (APR) and then OCT reuse in SEPBig Data – Extracting Value APR 1 in MAY, 1 in JUN MAY JUNfrom Digital LandfillsSolving the SharePoint JUN 1 in JUL, 1 in AUG JULPuzzle — Adding the RightMissing PiecesFaster, Simpler, Smarter – AUG 1 in SEP, 1 in OCT SEP SEPTCollaborating andProcessing in the CloudSocial in the Flow — OCT 1 in NOV, 1 in DEC NOV DECTransforming Processes Would also ,e to training and to public presenta,ons and to PR strategy…

2 -‐-‐ By providing deep dive training within par,cular informa,on management disciplines TRAINING and DESIGNATION (Prac,,oner, Specialist, Master) for deep dives into segments of informa,on management

3 -‐-‐ By codifying the core body of knowledge, cer,fying mastery, and promo,ng the informa,on management profession TRAINING and DESIGNATION (Prac,,oner, Specialist, Master) for deep dives into segments of informa,on management

TRAINING and DESIGNATION (Prac,,oner, Specialist, Master) for deep dives into segments of informa,on management

PROFESSIONAL CERTIFICATION covering the broad based body of knowledge that every informa,on professional needs to understand. DOMAINS FOCUS AREAS Enterprise search, Business intelligence, Master Access/ Use data management, Text analy,cs Informa,on capture, BPM, KM, Email Capture/Manage management, Content management Collabora,on, Social media, Info workplace, IM, Collaborate/Deliver Telecommu,ng support, Web conferencing Security, RM, Data privacy, DRM, Archiving, Secure/Preserve eDiscovery Info architecture, Technical architecture, Cloud Architecture/Systems compu,ng, Mobile apps, Websites and portals Strategic planning, Building business case, Impl Plan/Implement planning, Req def, Solu,on design, Change mgmt

What would I do if I were you? – 8 things 1.  Speak at a local AIIM road show. 2.  Pick a training specialty/deep dive. Get us to come in and do the Prac,,oner training in YOUR PLACE. Shamelessly use the Prac,,oner logo all over your stuff – web site, business cards. 3.  Get everyone on staff to get the new Informa,on Cer,fica,on. Diko above. 4.  Lobby AIIM to create some sport of “preferred provider” branding reflec,ng above commitment to training/competency. 5.  Download the relevant AIIM Industry Watch research papers and presenta,ons (coming soon) and use them in your presenta,ons and PR. 6.  Assemble the relevant Informa,on Cer,fica,on YouTube videos (and powerpoints) on YOUR web site and add your own propaganda marke,ng materials to them. 7.  Think about how YOU can use the AIIM informa,on professional posi,oning to your advantage.

8 -‐-‐ Posi,on against coolness

Intro<space>vendor name to vote for the DMSPEF idol to 22333. You can vote as many ,mes as you want.

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What is an information professional?

by John Mancini

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