AIIM is an association that represents professionals working in Enterprise Content Management (ECM). ECM involves capturing, managing, storing, preserving, and delivering unstructured content like documents. ECM helps organizations achieve business continuity, collaboration, cost reduction, and compliance. While ECM solutions face challenges like unmanaged information growth and compliance disappointments, AIIM provides resources to help organizations address these challenges and implement effective ECM strategies.

1. AIIM – The ECM Association and Enterprise Content Management

2. Our Discussion Today Who is AIIM? What is Enterprise Content Management? What do you need to know? Where to start?

3. AIIM The leading industry association representing professionals working in Enterprise Content Management (ECM). We offer a Membership Value Program Focused On: Market Education Peer Networking Industry Advocacy Professional Development

4. What is ECM? The tools and technologies used to: Capture — move content (in any form) into your repositories for reuse or retirement Manage — move it around the enterprise to drive key applications and processes Store — put it in a logical place for easy access Preserve — long-term archival and storage Deliver — get to the right audience on the right device … documents and content related to organization processes .

5. What ECM Covers ECM is not a single system ECM usually is a group of aligned systems ECM is about ‘unstructured’ information CAPTURE MANAGE STORE PRESERVE DELIVER

6. ECM is…

7. What does ECM help you achieve? guarantee business CONTINUITY , 24x7x365 enable employee, partner, and customer COLLABORATION reduce COSTS through process streamlining and standardization ensure legal and regulatory COMPLIANCE

8. But What About… 80% of organizational information is unstructured and 90% of this remains unmanaged (Doculabs) . Unmanaged information is growing at roughly 36% annually (Doculabs) . 27% of ECM users are highly disappointed in their ECM implementations (Jupiter Research) . There is a 10x cost of compliance by taking a one-off vs. integrated approach (Gartner) . 7.5% of documents are lost forever (Cuadra Associates) .

9. Risk Reduction There are many dimensions of organizational risk related to information management … The stakes and the complexity of the challenge is increasing every day. (e.g., new Federal Rules of Civil Procedure) Email is a good place to start thinking about risk.

10. How would you characterize your organization's status with respect to IMPLEMENTING an email management strategy (such as archiving, retention, life cycle management, disposition)? Completed strategy across org Completed initiatives within some depts Have begun; much to be done Have not started

11. How does your organization archive its email? Using .pst files We don’t As part of RM Outsourced Using commercial email archiving tool Via backup

12. Compliance. What approach do you take? A point solution approach (using a solution that is specifically designed to solve a particular compliance requirement, e.g., SEC 17-a or Basel II) An infrastructure approach (using a software platform to solve multiple compliance requirements throughout the organization, e.g., an ECM solution) We do not yet have a clear approach 17% 42% 41%

13. How Can We Help? AIIM Resources ECM Toolkit Industry Watch research AIIM Chapters AIIM Certificate Programs (ECM, ERM, BPM, IOA, WCM, Email) Solution Providers and Consultants with dozens of customer case studies and white papers to share Check AIIM’s online Solution Provider Locator

14. AIIM ECM Certificate Program ECM Strategy ECM Concepts ECM Strategy ECM Process ECM Case

15. 1. What is ECM? 14. Success Factors 8. Metadata & Indexing 13. Legislation, Standards, Regulation 3. Store 4. Manage 5. Preserve 6. Deliver 7. Re-purposing 10. Search & Retrieve 11. Controls & Security 12. Interfaces… 2. Capture 9.Classification ECM Practitioner (What is ECM?)

16. How to Implement ECM? 6. Business & Systems Reqm n ts . 7. Business Classification Scheme 10. Pilots & Model Offices 11. Roll-out 12. Post Implement io n 9. IT Infra- structure 3. Concept of Operations 2. Information Governance 1. ECM Project & Program Management 5. Business Case 8. Users & User Involvement ECM implementation lifecycle 4. Information Survey

17. Become an Associate of AIIM Access to rich content and research on the AIIM website at www.aiim.org Free subscription to AIIM E-DOC Magazine Free subscription to Inside ECM eNewsletter Invitations to attend free events and participate in our industry studies And it’s all free…

18. Take it One Step Further The ECM Toolkit contains – in one place – all the best material AIIM has produced One year online access to the ECM Toolkit , Industry Watch research studies, and more with Professional Membership AIIM members realize an automatic $150 discount on any of our training programs All for just $125!

19. Next Step… Go to www.aiim.org and create a Web User Account (via the login). Check out all the programs. Browse the website. Email us with any questions. To purchase the ECM Toolkit, contact [email_address] To learn more about the Certificate & Training programs, visit www.aiim.org/training or email [email_address]

20. Thank You from AIIM – The Enterprise Content Management Association www.aiim.org