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Top Strategies to Modernize Information Management Systems

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Did you know that more than 75% of AIIM respondents said they have challenges finding the right information in a timely way? Are you one of them? Industry leader Martyn Christian shares insights about new strategies for modernizing legacy information systems that enable organizations to connect systems and remove information silos, streamline processes and information access, strategically consolidate, without impacting end users, and leverage existing IT investments.

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Top Strategies to Modernize Information Management Systems

  1. 1. Underwritten by: Presented by: #AIIMYour Digital Transformation Begins with Intelligent Information Management From Legacy to Leverage – Top Strategies to Modernize Your Information Management Systems
  2. 2. Underwritten by: Presented by: Today’s Speakers Martyn Christian Founder & Managing Partner UNDRSTND Group Dave Jones VP, Product Marketing Nuxeo Host: Theresa Resek, CIP Director AIIM
  3. 3. Underwritten by: Presented by: Martyn Christian Founder & Managing Partner UNDRSTND Group Introducing our Featured Speaker
  4. 4. DIGITAL TRANSFORMATION… WHAT IS THE OPPORTUNITY CHALLENGES & PROBLEMS BUSINESS & TECHNOLOGY SOLUTIONS 1 1 1
  5. 5. 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
  6. 6. Source: AIIM YOUR ORGANIZATION’S JOURNEY IN RELATION TO DIGITAL TRANSFORMATION?
  7. 7. Cloud SaaS Mobile 2012- 2017 2018-2020 CxM Risk RPA
  8. 8. 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
  9. 9. TIME TO REINVENT YOUR BUSINESS
  10. 10. 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
  11. 11. 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
  12. 12. 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
  13. 13. CONTENT SERVICES SPECIFICS... • Capture • Store • Manage • Process • Search • Consume, Share • Integrate (API & Services) • Analyze • Deliver, Publish
  14. 14. 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
  15. 15. 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
  16. 16. 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
  17. 17. 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
  18. 18. 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 RPA BPM & Orchestration API & Content Integration Services
  19. 19. CLIENT ONBOARDING & CONTENT CREATION FOR COMPLIANCE KNOW YOUR CUSTOMER (KYC) WITH RPA BEFORE: 120+ MINUTES AFTER: ~2 MINUTES
  20. 20. TECHNOLOGY ADVANCEMENTS... Source: https://www.capterra.com/collaboration-software/
  21. 21. MACHINE LEARNING & ARTIFICIAL INTELLIGENCE https://venturescannerinsights.com No Lack of Technology Innovation How You Use It is the Question!
  22. 22. CHALLENGES...
  23. 23. 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
  24. 24. 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
  25. 25. 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
  26. 26. SOLUTIONS...
  27. 27. CONTENT SERVICES SOLUTIONS… Source – AIIM 2017
  28. 28. 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
  29. 29. 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/
  30. 30. THANK YOU Martyn Christian Founder & Managing Partner
  31. 31. Underwritten by: Presented by: Dave Jones VP, Product Marketing Nuxeo Introducing our Speaker
  32. 32. Underwritten by: Presented by: Why Modernize?
  33. 33. Underwritten by: Presented by: Information Chaos Reigns 33 of organizations struggle to find the right information in a timely manner believe that getting access to information locked in legacy systems is vital have an inability to connect information from different systems 76%75%79%
  34. 34. Underwritten by: Presented by: Modernization 101 KeyChallenges • Big Content – volume, speed, types • Lack of integration to other systems • Getting value from legacy systems (and eventually retiring them) Opportunities • Modernize the Information Management toolset • Provide rapid Return on Investment (ROI) • Reduce long term Total Cost of Ownership (TCO) • Mobile and cloud-enabled IM • Ability to introduce AI, Analytics, Blockchain, etc.
  35. 35. Underwritten by: Presented by: Current Situation Existing ECM Cloud Storage EFSS Legacy Systems 3rd Party AppsStandard Interface Configured/Custom Solutions Mobile Apps
  36. 36. Underwritten by: Presented by: Connect and Consolidate 6 Connect Allows organizations to connect to existing information sources Consolidate Facilitates the migration of information from legacy systems at your own pace
  37. 37. Underwritten by: Presented by: Step 1 – Connect Existing ECM Cloud Storage EFSS Legacy Systems Content Services Platform 3rd Party AppsStandard Interface Configured/Custom Solutions Mobile Apps Repository
  38. 38. Underwritten by: Presented by: Existing ECM $$$ Cloud Storage $$ EFSS $ Legacy Systems $$$$ 3rd Party AppsStandard Interface Configured/Custom Solutions Mobile Apps Content Services PlatformRepository Step 2 – Consolidate
  39. 39. Underwritten by: Presented by: Existing ECM $$$ Cloud Storage $$ EFSS $ 3rd Party AppsStandard Interface Configured/Custom Solutions Mobile Apps Content Services PlatformRepository Step 2 – Consolidate
  40. 40. Underwritten by: Presented by: Cloud Storage $$ EFSS $ 3rd Party AppsStandard Interface Configured/Custom Solutions Mobile Apps Content Services PlatformRepository Step 2 – Consolidate
  41. 41. Underwritten by: Presented by: Connect and Consolidate 41 Connect Key Benefits • Integrate to multiple repos • Get value from existing (legacy) systems • Rapid Return on Investment (ROI) • Consistent platform for modernization Consolidate Key Benefits • Reduce reliance on legacy applications • Significantly reduced total cost of ownership (TCO) • Single, future-proof platform for Information Management
  42. 42. Underwritten by: Presented by: Cloud Storage $$ EFSS $ 3rd Party AppsStandard Interface Configured/Custom Solutions Mobile Apps Services Connector § AI § RecordsManagement § RPA § Capture&Recognition § Blockchain Future Proof Content Services PlatformRepository
  43. 43. Underwritten by: Presented by: Conclusions § Digital Transformation requires a modern information platform to build on § A Content Services Platform can: § Reduce reliance on legacy systems § Introduce cloud, mobile and AI capabilities § Future proof with best of breed plugins § Modernize your overall information management capability
  44. 44. Underwritten by: Presented by: Thank you! Dave Jones djones@nuxeo.com @InstinctiveDave Nuxeo.com @Nuxeo

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