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Jesse Wilkins, CRM, Information Certified AIIM Cornhusker Chapter Meeting December 6, 2011

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"Despite the euphoria of Internet enthusiastsand the hyped-up selling palaver of some webservices providers, we remain uncertain as tothe long-run substantive benefits the Internetwill bring to businesses and to individualusers.…until the webmeisters persuade usotherwise, well hang on to our CDs andfloppies, along with the aperture cards andother imaging artifacts that have served ourcorporate and personal purposes so cost-effectively in the past."

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Systems of Record.© AIIM | All rights reserved

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Era Mainframe Mini PC Internet ??? Systems of Record 1960- 1975- 1992- 2001- 2010- Years 1975 1992 2001 2009 2015 Typical A batch A dept A A web thing transacti ??? process document pagemanaged on Best Digital known IBM Equipme Microsoft Google ???company ntContent Image Doc Content mgmt Microfilm ??? Mgmt Mgmt Mgmt focus

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A technology inflection point. Page  5

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Social everywhere.http://www.flickr.com/photos/mymollypop/2645589819

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 Outside the firewall… ◦ 1,330 years worth of time spent every day on Facebook. ◦ 800M Facebook users. ◦ 50% log in on any day. ◦ 250M photos uploaded per day.◦ Inside the firewall (per AIIM Industry Watch)… ◦ Only 38% have an enterprise social strategy. ◦ But 27% now view social as infrastructure.

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Mobile everywhere.http://www.flickr.com/photos/scottvanderchijs/4912947547

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 Explosive growth ◦ Mobile subscribers have grown from 719M in 2000 (60% in developed world) to 5.6 billion today (70% in the developing world). ◦ Only 835M out of 5.6 billion devices are smartphones. Inflection Points ◦ q2:10 - Windows operating systems < 50% of Internet enabled devices. ◦ q4:10 - smartphones + tablets > notebooks + desktops.

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 Legacy Discontinuity (per AIIM, Making the Most of Mobile – Content on the Move) ◦ 94% have deployed mobile access to email, but < 30% have mobile access to enterprise systems -- ECM, CRM, ERP. ◦ 37% have no mobile ECM access; a further 30% rely on conventional web interface. ◦ Only 47% allow personal devices to access company data, but most in a policy void.

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“…fully networkedenterprises are not onlymore likely to be marketleaders or to be gainingmarket share but also usemanagement practices thatlead to margins higher thanthose of companies usingthe Web in more limitedways…”

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By the end of 2013, half of allcompanies will have been askedto produce material from socialmedia websites for e-discovery. Source: “Social Media Governance: An Ounce ofPrevention”, Gartner

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Records, meet engagement.© AIIM | All rights reserved

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Systems of Engagement Social and Era Mainframe Mini PC Internet Cloud Systems of Record 1960- 1975- 1992- 2001- 2010- Years 1975 1992 2001 2009 2015 Typical A batch An A dept A A web thing transacti interacti process document pagemanaged on on Best Digital known IBM Equipme Microsoft Google Facebookcompany ntContent Social Image Doc Content mgmt Microfilm Business Mgmt Mgmt Mgmt focus Systems

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Is a Facebook “like” a record?

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 Blog post ◦ Comments? ◦ Updates? Individual Tweet ◦ Links and shortened URLS? Wiki article ◦ The article? ◦ Its changes over time? It depends…. Prepare for production

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 Commercial and hosted sites store information outside the firewall ◦ Little control over how it is stored ◦ Little control over how long it is stored ◦ Geographic and jurisdictional issues First step is to save content locally

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Take a screenshot of content

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 Archive selected items locally ◦ Use search queries and monitoring Store locally using search queries or RSS

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Store locally using built-in tools

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Store locally using third-party service

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Store locally using APIs

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 Use Word or Notepad to draft content updates and save *that*

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• And many others

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 2-day instructor-led or online course Includes: ◦ Specific governance elements for Facebook, Twitter, other social business tools ◦ Commercial vs. enterprise social technologies ◦ Capturing and managing social content Some courses live now, entire program live by Dec 2011 http://www.aiim.org/Training/Essential%20Tr aining/Social-Media/Course%20Descriptions

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PROFESSIONAL CERTIFICATION covering the broad based body of knowledge that every information professional needs to understand. www.aiim.org/certification Enterprise search, Business intelligence, Master Access/ Use data management, Text analytics Information capture, BPM, KM, Email Capture/Manage management, Content management Collaboration, Social media, Info workplace, IM,Collaborate/Deliver Telecommuting support, Web conferencing Security, RM, Data privacy, DRM, Archiving, Secure/Preserve eDiscovery Info architecture, Technical architecture, CloudArchitecture/Systems computing, Mobile apps, Websites and portals Strategic planning, Building business case, Impl Plan/Implement planning, Req def, Solution design, Change mgmt

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Jesse Wilkins, CRM, Information Certified, ermmDirector, Systems of EngagementAIIM International +1 (303) 574-0749 direct jwilkins@aiim.org http://www.twitter.com/jessewilkins http://www.linkedin.com/in/jessewilkins http://www.facebook.com/jessewilkins http://www.slideshare.net/jessewilkins http://www.govloop.com/profile/jessewilkins