Creating a successful information management strategy can be a challenge requiring constant iteration, communication, and negotiation. Nothing short of becoming one with "The Force". Park your technology at the door and let's take a serious look at some of the biggest challenges in developing an information strategy with some real world examples presented through an entertaining lens of "Star Wars". Learn about the current state of Information Management in AIIM’s latest report: http://info.aiim.org/2017-state-of-information-management

1. Andrea Chiappe, CIP
CHANNEL YOUR INNER JEDI
5 Key Strategies
Taken from Star Wars

2. Andrea Chiappe, CIP
CHANNEL YOUR INNER JEDI
5 Key Strategies
Taken from Star Wars

3. Andrea Chiappe, CIP
CHANNEL YOUR INNER JEDI
5 Key Strategies
Taken from Star Wars

4. Select * from solutions where features @?’{“Faster
Results”, “Beautiful UX”, “Easy Sharing”, ”Plays
Nice”, ”Modern”}’
Propeller Head
What I Do

5. Select * from solutions where features @?’{“Faster
Results”, “Beautiful UX”, “Easy Sharing”, ”Plays
Nice”, ”Modern”}’
Propeller HeadPropeller Head
Select * from solutions where features @?’{“Faster
Results”, “Beautiful UX”, “Easy Sharing”, ”Plays
Nice”, ”Modern”}’

7. The Rebel Alliance
The Empire

8. MONOLITHIC
HEIRARCHAL ORGANIZATION
STATIC
SILO
SERVICES BASED
FLAT ORGANIZATION
FLEXIBLE
PLAYS NICE

9. MANAGING INFORMATION IS A STRATEGY

10. tactical
strategy

11. See the challenge for what it really is…

12. Choose Wisely
Does this strategy solve a problem or does it
further complicate things for the user?
Is it useful? Are you just flexing your “inventor
brain?”
What are the business implications of this
strategy?

13. Communication

15. • Fluent in 7 million forms of communication
• Assists in etiquette, translation and customs
• Battery powered
• Designed to interact with organics

17. Vision
Mission
Values
Goals
Strategies
Tactics
Action plans

18. The different questions answered at each stage might be as follows:
Questions to be answered Example
Vision Where are we going? A vibrant rural economy driven by value-
added agriculture.
Mission Why do we exist?
Who do we serve?
How do we bring value?
To create and facilitate the development of
value-added agricultural businesses.
Values What do we stand for? Sustainable production, empowerment of
smallholders
Goals What are we trying to achieve? Use local farmer leaders with business
development skills to develop the
businesses.
Strategies How are we going to
progress?
Create a membership of twenty farmers by
February 1.
Tactics What do we need to do? Form a membership committee to recruit
local farmer leaders. Identify forty farm
leaders in the area. List their qualifications.
Contact them individually with the
expectation that half of them will join.
Action plans How will we do it?
Who will take responsibility for
each action?
When will they do it by?

19. Change

23. OPERATIONAL
EFFICIENCIES
DEFINING VALUE
EVERY ORGANIZATION WEIGHS THE DRIVERS FOR AN INFORMATION MANAGEMENT STRATEGY
DIFFERENTLY
COST OPTIMIZATION
DIGITAL BUSINESS
Running the business through cost avoidance or
reduction
Transforming the business by treating content and
information as an asset, encouraging collaboration and
decision making and creating new business opportunities
Growing the business via measurable productivity
increases
COMPLIANCE & GOVERNANCE
Meeting regulatory compliance requirements and
supporting business continuity
ORGANIZATIONS VALUE
INFO MANAGEMENT
IN MANY WAYS
Strategic Personas

24. Transformation

25. Transformation Journeys
We are all at different places.
Our journeys should be continuously moving forward.
Managing information is not a set it and forget it thing.
EXPERT
JUST
STARTING
GETTING BY

27. Habituation

28. The diminishing of a physiological or emotional
response to a frequently repeated stimulus.

29. #SuperSadFace

30. Think younger…. the more we are exposed the
more we get used to it… get away from lifetime
of habits and feel the problems again…

31. Step back

32. WAY back

33. Enterprise
Visibility
Intelligent
Processes
Flexible
Infrastructure
Optimized
Consolidation
Usable
Experiences
Improved use of automation
intelligence in processes
Intelligent Content Network
Reliability and usability
High availability and scalable
Delivered as services
Connect or Replace Historical
software solutions
Multiple platforms
Objectives
VISUALIZE
INDIVIDUALIZ
E
MODERNIZ
E
INTEROPERAT
E
AUTOMAT
E
Self-service app stores, robust
enterprise life cycle capabilities, curated
view of info and content, simple UX
Intelligent layer on historical archives
Seamless Integration
Analytics, Auditing, and reporting

34. INCREASE
TRANSPARENCY
INSPIRE
COLLABORATION
IMPROVE
EFFICIENCY

35. Basic Workflow
1. Insurance Carrier Sends Information to a Processing Company
• Information comes in digital and physical formats
• Information consists of standard medical bills, text-based documents,
pictures and hand-written notes.
2. Company Accepts Information For Processing
• Information gets manually sorted, digitized/scanned, annotated and
entered into company’s system
• Information gets transferred from the imaging system into appropriate
product to be validated, analyzed, repriced and prepared for negotiations.
3. Company Provides Recommendations to the Insurance Carrier on
Further Actions and Payment Amount

36. Zoom in…

37. Look at the tiny details in your
journeys and solutions…

38. Don’t Duplicate. INNOVATE.

39. Uncover Your Digital EFFICIENCIES.

40. Start With The Digital JOURNEY.

47. Content
Source
Content
Source
Content
Source
SYSTEMWARE
reCON
External
Systems
& Things
Social
Media
File Systems
3rd Party Info
Management
Systems
connectors

48. • Align strategies with your company vision
• Communicate in up/down in terms of strategy
• Do not start with technology
• Identify the points of Habituation
• Embrace Ideation
• Know your stakeholders

49. • @ChiappeAndrea
• Andrea.Chiappe@Systemware.com