This document provides a summary of presentations from a conference on information management. It includes 20 brief presentations on various topics such as collaboration strategies, challenges of implementing automated retention, generational differences in technology adoption, and lessons learned from digital transformation projects. The document closes by thanking attendees and saying see you in Orlando in 2017, suggesting it is a summary of a past conference.

1. Thanks a bunch. See you in Orlando.
What did it all
mean? – Closing
summary

2. What did it all mean?
A snapshot:
20 Presentations in 15 Minutes

3. Hubert Dorsainvil, A+E
Gretchen Nadasky, Optimity
The E3 Method of Collaboration -- “Make sure you
understand which collaboration scenario you face, and
match your tactic to the scenario.”
Pain Principle -- The
problem is visible, no one
wants to fix it.
Build a community.
Elements of Fire -- The
situation is not well-
understood by the group.
Communicate with passion.
Barn Door -- Something
bad has happened and
needs to be fixed.
Quantify the situation.

4. Maria Luisa Di Biagio
Beatriz García Garrido
Implementing Automated Retention at the ECB – Key
conclusions:
Implementing
automated retention
is a complex task.
Integration of policy,
systems, people &
processes is essential.
Flexibility and
adjusting to changing
requirements are at
the basis of a
successful
implementation.
Communication &
management buy-in
are key factors.

5. Laurie Fischer, Consilio
Kurt Neumann, Prime Thera
Technology Pioneers, Explorers & Radicals, Oh My – “We
need to acknowledge generational similarities and
differences and develop strategies to address them.”
Traditionals 1928-
1944 PROCESS
Boomers 1945-
1964 RISK
X-ers 1965-
1979 PRAGMATISM
Millennials 1980-
1995 TRUST
Linksters 1996-
2010 POSSIBILITY

6. State of the Industry– “Risk and Compliance is once again
the top business driver for content management, back
on top, especially for the largest organizations (up from
38% to 59%).”
Dependency 47% = content system outage of more than 2
hours would cause serious business disruption.
Governance 15% have IG policies but they do not drive
decisions
Email 39% describe their email management as
“chaotic.”
Inbound 58% describe their inbound handling as ad hoc.
Bob Larrivee, AIIM

7. From Hell to Purgatory – “We started in hell: no money,
no executive support, unmanaged repositories, major
legal and compliance requirements. This was our
pathway from hell to information governance.”Matt McClelland, BCBSNC
no program
program
initiated
records
management
records and
content
management
records, ECM
and e-
discovery
information
governance

8. Change Management: Lessons Learned in a Global
Engineering and Production Company – “These projects
need to be viewed as a marathon – carefully prepared
and deliberately run. Your change management checklist
in the latter stages of the marathon”
Ines Kaps, Passion2Practice
Feedback sessions.
Status meetings with
stakeholders.
Newsletters and success
stories.
ACT on feedback.
Conduct key user
meetings.
Advanced training.

9. Don’t Make Us Think: Getting SharePoint to be Useful,
Usable, and Used – “’Build it, and they will come?’ That
only works in movies. Instead, make your solution the
“path of least resistance.” Make it so simple that they
don’t have to think about how things work.”Kevin Parker, NEOSTEK
Make it useful.
• Name it.
• Plan site types by
business needs.
• Plan site
collections.
• Use a content
type hub.
• Create reusable
list types.
Make it usable.
• Usable content
and pages.
• Define what goes
where.
• Plan usable
navigation.
• Improve search.
Get it used.
• Promote user
adoption.
• Communicate.
• Provide learning
resources.
• Provide support.
• Manage change.
• Create center of
excellence.

10. Digital Transformation and Process Transformation
Rolf Bishop, SD County
The Vision
• Anywhere.
• Anytime.
• Anyhow.
The Problem
• Paper forms.
• Manual processes.
• Accessibility and
submission.
• Turnaround time.
The Solution
Strategy
• Build infrastructure
foundation.
• Integrate image
and repositories.
• Identify forms &
processes to
automate.
• Provide an
integration point.

11. Lee Beaken, EPSB
Going Paperless: One District’s Journey -- “Six lessons
learned in managing information for 90,000 students and
12,000 employees.”
Build your case.
Keep digital digital.
Make it LESS work.
Fix a specific pain point.
Use the power of
workflow.
Point forward.

12. Russ Stalters, Getting Information
Information Management: The Technology Doesn’t
Matter – “Six things I learned along the way.”
Use an established
change methodology.
Invest in a certified change
management professional.
Executive participation is a
must or plan to fail.
Make it fun.
Use innovative
communication methods.
Keep momentum by
recognizing performance.

13. Michyle LaPedis, CISCO
Content Whack a Mole – “Cisco field and partner teams
spend 15-25% of their time searching for … content [in
order] to have valuable conversations with customers
and partners. We decided to get rid of the brown
sweaters in our closet.”
33%
67%
Sales Engineer Hours
Searching Other Tasks
Cost—With 6,000 SEs,
the cost of search is
$375M per year
Jordan Jones, CISCO

14. Dani Galmore, Steelcase
Collaboration Trials and Lessons – “When it comes to
managing the physical space we work in, there are far
more forms of collaborative environments than one
thinks.”
1) Phone booths
2) Enclaves
3) Meeting studios
4) Project suites
5) Open workspaces
All of these must be viewed against your core challenges.
Ours are: 1) hiring and managing great talent, 2) pushing
corporate pace, 3) overcoming presence disparity, and 4)
increasing effective collaboration.

15. Steve Stone, United Bank
Automating Image Capture in a Complex Lending
Environment – “We needed to create an image archive
system equal to or better than our paper system and do
it within six months. We faced huge challenges:”
Commercial Loans,
Mortgages, Direct and
Indirect Consumer Loans
are dramatically different.
The Federal Reserve
did not approve of
our previous
attempt at loan
image capture.
Document scanning was
labor-intensive and
unreliable.
Wildly
varying
turnaround
times.
We were still
keeping both
the paper
and the
images.

16. Ed McQuiston, Onbase
by Hyland
Information Management is Hard: Guess What? Your
Customers Don’t Care – “A platform is more than a
brand.”

17. Matt Hillery, Iron
Mountain
The Last Mile in Information Management – Why hasn’t
the last mile been fixed?
Reason 1 – Not
sure.
Reason #3: Demand
for commercial off-
the-shelf solutions.
Reason #2: The origins of
RIM weren’t in IT and the
problem wasn’t obvious
from the beginning.
Reason #4 Lack of
Standards.

18. Tony Peleska, MN Housing
Data Analytics: The Foundation and Future and Lies,
Damned Lies, and Analytics --
Patrick Maurer, Apex Revenue
Tech

19. Jim Surless, Broadridge
How Regulatory Data Can Set the Narrative for an
Analytics Opportunity
Regulatory data is your asset and
contains untapped and unlimited
value.
Explore new applications, products
and services … build quick
prototypes based upon your data.
Shift from Inside-Out …. to Outside-
In … to Outside-Out.
Observe how people work, how
people process information ...
listen, think, do.
Think differently – create new
sources of value for the user
communities you serve built upon
the abundance of data you have.

20. Charley Barth, Cummins
Geoff Lynch, Allegient
Establishing a Global ECM Program at a Fortune 500
company – “There is more than one way to skin a cat and
more than one way to start an ECM program. Every ECM
program will have its own unique journey!”
This line of work is
not for the lazy
(constant care and
feeding is needed).
People will
struggle to
understand the
concept and its
benefit (prepare
for weird stares).
Running an ECM program will
not make you popular
(prepare to make enemies).
Accept you will never
achieve nirvana (don't
let perfect be the
enemy of good).
Many times
it takes a
crisis or bad
news to get
the needed
attention .

21. Alan Pelz-Sharpe, Digital Clarity
Choosing the Right Partner for your ECM Project – The
ugly truth…
• There are literally thousands of service providers to
chose from.
• The biggest are not always the best – or certainly not
the best at everything or for what you need.
• Different firms have different strengths and
weaknesses.
• Some firms are easy to work with, others are difficult.
• Some firms consistently do poor quality work!
• Project failure in 2016 is seldom about the technology.

22. Stephen Ludlow,
OpenText
Don’t Talk to me about Content Management

23. Thanks a bunch. See you in Orlando.
Thank you.
See you in
Orlando in 2017!