Presented by: John Mancini, President, AIIM Panelists: Cengiz Satir, VP Product Management,Iron Mountain; Lubor Ptacek, Vice President of Product Marketing, OpenText; Rob Hamilton, Global Vice President and Digital Market Leader, Recall; Andrea Chiappe, Director of Innovation and Strategy, Systemware

1. In association with:
The Future of ECM:
new models for success
Presented April 29, 2015

2. In association with:
About AIIM
AIIM is the Global Community of
Information Professionals
AIIM believes that the information systems
we use at work should be simple, secure,
and available anywhere, anytime,
and on any device.
Our mission is to improve organizational
performance by empowering a community
of leaders committed to information-driven
innovation.
Learn more at www.aiim.org

3. In association with:
The Future of ECM: new models for success
AIIM Presents:
Host:
John Mancini, President
AIIM
Panelists:
Cengiz Satir, VP Product Management
Iron Mountain
Lubor Ptacek, Vice President of Product Marketing
OpenText
Rob Hamilton, Global Vice President and Digital Market Leader
Recall
Andrea Chiappe, Director of Innovation and Strategy
Systemware

4. In association with:
AIIM15 – the tribe

5. In association with:
Structure of this webinar
 I will give a short overview of some of the lessons that I see.
 I went through all of the AIIM15 presentations and identified a
FEW representative slides for each of our core business issues –
risk, engagement, automation, and insight – to trigger
discussion.
 We’ll have a Lightning Round Panel of Experts to address them.
 Don’t be distracted by the timer clocks on the slides – we really
do mean “lightning round”!
 Then briefly hear from our Panel of Experts.
 Of course, we’ll take questions at the end. And ask YOU for your
“Lesson Learned”.

6. In association with:
Enterprise
• BECOMING…
• Mobile
• Global
• Open
• Engaged
• Agile
• Adaptive
Content
• BECOMING…
• Complex
• Invaluable
• An asset
• Source of
advantage
Management
• BECOMING…
• Social
• Collaborative
• Open
• Flexible
• Inclusive
Why does “ECM” seem to no longer fit?

7. In association with:
Every organization, every
executive, every individual, every
object is on a digital journey and
content and information are at the
heart of that journey. Content is
ubiquitous and critical, but ECM
is rapidly becoming invisible.”
--Thornton May
“

8. In association with:
Whatever we call it, organizations are
desperate for best practices
– and for digital transformation heroes –
amidst the chaos of this new era.

9. In association with:
New RISK models
New GOVERNANCE models
New SUCCESS models
New UNCERTAINTY models
New SKILLS models

10. In association with:
Deciding where to let go is a key
element in managing overall risk. You
need to decide what are actually
corporate assets, and push processes
to make sure they live in a specific
place. There are not enough people to
manage the volume. Make sure you get
that foundational layer right.”
--Michael Coleman, SVP & CIO at
Comporium Communications
“
New RISK models

11. In association with:
All this data is like the junk in the garage. You might spend one day
working on it, but you’re not going to make it your life. Decide how much
you are going to spend per year to mitigate the risk and move on. You
are always going to have paint cans in the back of the garage.”
--John Leggate, Managing Partner, Quintal Partners (former CIO of BP)
“
New GOVERNANCE models

12. --Karen Green, CIO Brooks Rehabilitation
New SUCCESS models
DATA
• vital signs
INFORMATION
• viewing data in
context
KNOWLEDGE
• recognizing
patterns in the data
WISDOM
• validating our
information
syntheses

13. All of the new payment options we face
have emerged from outside the industry.
This is disrupting the financial sector. If
your disruptor can come from so outside
your sector, how do you plan for that?
There are now 400 different digital
currencies around the world -- all totally
unregulated.”
--Greg Keeling, Senior Compliance
Officer at the BMO Financial Group
“
New UNCERTAINTY models

14. New SKILLS models

15. In association with:
Risk
• Mark Diamond from Contoural on the typical “process” to “launch”
governance?
• How common is this? How often do projects sink before they ever
get started?

16. In association with:
Risk
• Bob Williams from Cohasset Associates on legal admissibility.
• Do your customers understand this point? How often does it come
up? Is more education needed?

17. In association with:
Risk
• Robin Hasty & Bob Posert from Wells Fargo on policy changes
necessary to drive governance and Monica Crocker on same topic.
• Can you talk about the benefits of a “big bucket” approach and how
organizations have made this transition?

18. In association with:
• Barry Byrne from the Irish Defense Forces on knowledge sharing.
• How common is this – a situation where rather than encouraging
knowledge sharing, technology keeps it from happening?
Engage

19. In association with:
• Matt Varney from Kentucky Community College System
• How important is Search to creating a meaningful experience in
dealing with information chaos?
Insight

20. In association with:
• Alan Pelz-Sharpe from 451 Research
• Is file sync and share the prism through which we need to look at
ECM?
Insight

21. In association with:
• Rich Medina and Lane Severson from Doculabs
• The 3 core dimension of any ECM initiative – their core
recommendation – move in only 1 dimension at a time! How
common is it for customers to try to do too much, too quickly?
Automation

22. In association with:
• From Laurie Fischer at Huron re change management.
• Again, there are lots of stalled ECM initiatives out there.
• How effective are your customers at dealing with the change
management issues associated with ECM initiatives?
Automation

23. In association with:
A word from our sponsors…

24. © 2014 Iron Mountain Incorporated. All rights reserved. Iron Mountain and the design of the mountain are registered trademarks of Iron Mountain Incorporated.
All other trademarks and registered trademarks are the property of their respective owners.
For more information visit: www.ironmountain.com/thoughtleadership
Contact Us: http://www.ironmountain.com/Contact-Us 800.899.4766 (IRON)

25. OpenText Confidential. ©2014 All Rights Reserved. 25
ECM can work!
Learn more about how OpenText ECM solutions enhance
governance and amplify value at:
http://www.opentext.com/infogov
Lubor Ptacek
@lptacek
lptacek@opentext.com
THANK YOU

26. © 2015 Recall Corporation. Proprietary & Confidential
Your Information.
Securely Managed.
♦ $850M publicly-traded company solely focused
on information management
♦ More than 300 locations in 24 countries across
5 continents, over 5,000 employees and with
over 80,000 customer accounts
♦ Comprehensively secure, manage and govern
physical and digital information, with visibility,
access and control through a customer
centered service platform
Kick-start your information governance (IG) journey at a manageable and affordable scale.
http://www.recall.com/information-governance

28. In association with:
Questions?

29. In association with:
AIIM Staff

30. In association with:
AIIM Resources
www.aiim.org/research
Download AIIM Studies

31. aiim.org/training
• Enterprise Content Management
Improve customer and staff engagement,
ensure compliance, and automate
business processes.
• Business Process Management
Map, design, and automate operational
processes for your organization using a
combination of strategies, change
management, and technologies.
• Taxonomy & Metadata
Optimize navigation, findability, and
information discovery through content
classification.
• Information Governance
Create an information accountability
framework that reduces costs, manages risk,
and optimizes value.
• Managing Records & eDiscovery
with SharePoint 2013
Manage records, ensure compliance,
and prepare for civil litigation requests.
• Electronic Records Management
Know what to keep and what to discard as
volume, variety, and velocity of digital
information intensifies.
AIIM Training

32. In association with:
As the Global Community for Information Professionals,
join us here
• AIIM’s Resource Centers – www.aiim.org/resource-centers
• AIIM's Blogging Community – http://community.aiim.org
• LinkedIn Group – www.linkedin.com/groups/AIIM-Global-Community-
Information-Professionals-3698
• Twitter – www.aiim.org/Connect/Twitter
• Facebook – www.facebook.com/aiimcommunity
• Digital Landfill – http://info.aiim.org/digital-landfill
Connect with AIIM

33. In association with:
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at the bottom of your screen.
Tell us how we did today,
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Survey

34. In association with:
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