Information Management is critical for every organization. But most struggle understanding how to pull tech capabilities and business need together.

1. Doing Information Management Right

2. Agenda
Introductions
2014 Industry Trends
The #1 Information Management Problem
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3. About Doculabs
Doculabs consultants are experts in enterprise social collaboration and
content management. We deliver highly actionable and comprehensive
strategic plans and road maps that help our clients achieve their business
goals, create competitive advantage, and reduce risk.
Our services help organizations govern information for the benefit of
internal and external constituents through enhanced customer
communications, e-discovery, and collaboration processes.
Quick Facts
•Founded in 1993
•Headquartered in Chicago
•Privately held
•Delivered more than 1000
engagements to more than 500
customers
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4. 2014 Industry Trends
Shared-Drive Clean Up - Organizations are recognizing the
drain on productivity and risk inherent in using shared drives for
Document Management.
SharePoint Solidifies as ECM Front End - The industry
has realized that SharePoint provides a DM front end that needs to be
supplemented by "real" ECM on the backend.
The Cloud isn't Just an Option - In a repeat of the BYOD
movement, users have cloud and IT/Compliance are playing catch-up to
protect company assets from ending up on consumer cloud offerings.
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5. The #1 Information Management Problem
"The practitioners in our industry do not
understand how to communicate to leadership to
get funding and support for their initiatives
because they don't articulate how information
management impacts the business and delivers
value"

6. An Inconvenient Truth
No executive wants information management —
they want to solve the business problems that
better information management can solve and
achieve the business objectives it can help them
achieve.
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7. ECM for Health and Safety SOPsAS-ISTO-BEBENEF
ITS
• Some combination of shared
drive/hard drive
• Multiple files must be
reconciled into single source
of truth
• Rework/lost work
• Browsing through endless
folders
• “Phone a friend”
• Sending attachments
• Relying on print outs and
cheat sheets
• Doesn’t happen
• Single source of truth
throughout life of
document
• Easily manage changes
from multiple authors
• Accurate keyword search
produces relevant results
• Sending links to single version
of document
• Ability to securely share
content with external parties
• Systematic disposition of
content according to rules
enforced by the system of
record
• Decreased risk of HSE incidents
• Increased efficiency in executing operational processes
• Improved ability to comply with information requests related to operational processes
• Decreased information security risks associated with uncontrolled document sharing
(e.g., IP loss)

8. Information Management at Your Org
1. What have been the big wins for information
management at your org?
2. What are your 2014 initiatives?
3. What are the business objectives that your
initiatives support?

9. How Doculabs Can Help
Building a strategy. From assessing the current state to
delivering actionable roadmaps to reach the recommended
future state, we’ve helped hundreds of organizations chart a
course to successful content management.
Making the business case. Move beyond generic
benefits and soft gains to tangible, business-relevant impacts
of ECM.
Defining and operationalizing an ECM program. Get
all the stakeholders at the table and working together to make
ECM successful and sustainable.
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10. Thank You
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Lane Severson
(312) 881-1660
lseverson@doculabs.com
Joe Shepley
(773)-827-2945
jshepley@doculabs.com