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UNDRSTND Group - AIIM & Nuxeo Webinar - Information Management Solution

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Modernizing Your Information Management Solutions: The Importance of Content Services in Building a Digital Business Automation Architecture

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UNDRSTND Group - AIIM & Nuxeo Webinar - Information Management Solution

  1. 1. Martyn Christian Founder & Managing Partner MODERNIZING YOUR INFORMATION MANAGEMENT SOLUTIONS
  2. 2. DIGITAL TRANSFORMATION… WHAT IS THE OPPORTUNITY CHALLENGES & PROBLEMS BUSINESS & TECHNOLOGY SOLUTIONS 1 1 1
  3. 3. DIGITAL TRANSFORMATION... “Every organization is on – or should be on – a Digital Transformation journey” 81% of organizations feel digital transformation is important or very important
  4. 4. Source: AIIM YOUR ORGANIZATION’S JOURNEY IN RELATION TO DIGITAL TRANSFORMATION?
  5. 5. Cloud SaaS Mobile 2012- 2017 2018-2020 CxM Risk RPA
  6. 6. THE ROLE OF INFORMATION MANAGEMENT… Source – AIIM 2017 Systems of Record Systems of Engagement Systems of Understanding 1987 – 2007 2007 – 2017 2017 – ? Technology Drivers Imaging, capture, ERM, ECM, BPM Cloud, Mobile, SharePoint, File Sync and Share, SaaS Hadoop, noSQL, Analytics, Cognitive Computing, Business Intelligence Problems Paper Explosion Content Explosion Data Explosion Focus Automatic Transactions Streamlining Interactions Extracting Insight Information Managed Document and Images Content of All Types Data with Content as a Subset People Limited # of Content Specialists Knowledge Workers Information Professionals Process Focus High-Volume, Mission Critical Team and Ad-Hoc Collaboration Customer Experiences IT Role Develop and Deploy Configure and Iterate Connect and Interpret Usability Train, Then Use Just Use Data Insights Drive Usability Governance Records Management Information Architecture Chaotic and Dynamic Architectures Buyers Departments at Large Companies Expansion Into Mid-Sized Market Many flavors of Solutions
  7. 7. TIME TO REINVENT YOUR BUSINESS
  8. 8. BUSINESS BENEFITS… Buyer Behaviour Audience (Self) Segmentation New Age Value Proposition ….more granular segmentation and engagement of buyers means more pressure on existing information management systems
  9. 9. WHAT IS THE PRIMARY GOAL FOR YOUR ORGANIZATION’S DIGITAL TRANSFORMATION? Maintain or achieve market leadership in our industry Improve customer satisfaction, loyalty and retention Improve operational efficiency Complement or diversify our core business Disrupt our core business before its disrupted by others Enhance or demonstrate our ability to innovate Strengthen regulatory compliance and ability to manage risk ( % of respondents) Source: Economist Intelligence Unit Ahead of curve Behind the curve
  10. 10. USING INFORMATION MANAGEMENT... A blending of.. Platforms Tools and Apps in a services framework that is easy to deploy and consume and takes account of legacy investment
  11. 11. CONTENT SERVICES SPECIFICS... • Capture • Store • Manage • Process • Search • Consume, Share • Integrate (API & Services) • Analyze • Deliver, Publish
  12. 12. ECM Vendors Repositories Records Metadata Analytics Workflow Publishing Capture File-Sync-Share & Content Services Vendors Collaboration Process Auto Work Steps Content Capture Content Delivery Content Analytics Content Search eSignature Slow Hard Expensive Controlled “Permanent”? Quick Easy Cheap Out of Control “Disposable”? ECMISV’s&SI’s Collaboration Transactional BusinessUserDriven © UNDRSTND Group LLC 2018 DocumentOutput ITDriven ERP MFP Vendors Capture Software & Tools (inc. AI & ML “at rest”) Digital Mail Room Invoice Processing HR New Solutions Cloud – SaaS – Mobile – Big Data CxM/CEM DTx/AI/ML Risk Mgt New App New App New App New App New App New App New App Robotic Process Automation (RPA) Businss Process Management & Orchestration API & Content Integration Services
  13. 13. CLIENT ONBOARDING & CONTENT CREATION FOR COMPLIANCE KNOW YOUR CUSTOMER (KYC) WITH RPA BEFORE: 120+ MINUTES AFTER: ~2 MINUTES
  14. 14. TECHNOLOGY ADVANCEMENTS... Source: https://www.capterra.com/collaboration-software/
  15. 15. MACHINE LEARNING & ARTIFICIAL INTELLIGENCE https://venturescannerinsights.com No Lack of Technology Innovation How You Use It is the Question!
  16. 16. CHALLENGES...
  17. 17. REALITY BITES... Rip & Replace Will Not Work • Locked Systems • Migration Expense • Training Costs • App Rewrites • Deployment Challenges • Lack of Resource • Lack of Skills • Lack of Budget
  18. 18. MODERN PROBLEMS… MODERN SOLUTIONS... Use Case Definitions Are Critical • Collaboration Centric • Immediate Information Access • Simple Exception Initiation & Handling • Lightweight Case Management • Unattended (Robotic) Where Possible • Seamlessly & Easily Integrated
  19. 19. The location automatically completed using phone’s GPS location The Claimant can manually enter or override the location The Claimant selects the correct location from the map CASE MANAGEMENT FOR CLAIMS WITH GOOGLE MAPS
  20. 20. SOLUTIONS...
  21. 21. CONTENT SERVICES SOLUTIONS… Source – AIIM 2017
  22. 22. WHAT’S NEXT... • Content Services becomes the new app development platform for information management solutions – Unify and extend information repositories across the enterprise – Integrate information sources – Create a single view of content metadata – Al the information, all the time, everywhere – at a reasonable price • RPA and Digital Process Automation tools bring real business value and ROI • Artificial Intelligence and Machine Learning break-through into mainstream Information Management solutions
  23. 23. UNDRSTND GROUP 100+ years of proven leadership experience in information management solutions with a team of experienced consultants and advisers www.undrstndgroup.com Understanding The Emerging Market For Content Services And Corresponding Changes In Buyer Behavior https://undrstndgroup.com/essential-reading/
  24. 24. THANK YOU Martyn Christian Founder & Managing Partner

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