AIIM's annual survey of ECM adoption and business drivers, including SharePoint management issues.

1. ECM: State of the Industry 2010 An AIIM Industry Watch Survey conducted during March 2010 Part sponsored by:

2. Demographics Size Region N=645 non-trade

3. Demographics Role Industry Industry N=680 non-trade

4. ECM Governance Who is the highest person in your organization who has specific reporting authority, or management ownership, of document and records management? 28% have a CIO who really is a CIO Plus 11% with a CRO 39% have no board-level ownership N=645 non-trade

5. Adoption How would you best characterize your organization’s experience with document management (DM), electronic records management (RM) and Enterprise Content Management (ECM)? 55% have multi-department projects 12% completed enterprise-wide N=680 Non-trade,

6. Adoption Thinking about the knowledge workers in your organization, what percentage would you say are able to benefit from your DM/RM/ECM implementation? 60% are serving more than half of their staff 17% are reaching over 90% N=672 Non-trade,

7. ECM Drivers When you consider your document and records management projects and priorities, what is the most significant business driver for your organization? (Check only ONE) Efficiency and business process: 45% Compliance and risk: 28% N=680 Non-trade,

8. ECM Drivers When you consider your document and records management projects and priorities, what is the most significant business driver for your organization? (Check only ONE) Compliance continuing to take 2nd place during recession N=680 Non-trade,

9. ECM Drivers Thinking about the compliance benefits of ECM and Records Management, which of the following are the TWO most important compliance drivers in your organization? #1 Customer/supplier litigation #2 Financial reporting and audit N=680 Non-trade,

10. ECM Drivers – non-users What would you say are the TWO main reasons your organization has no plans for an ECM system? Lack of senior management awareness of risks and ROI, Lack of understanding in IT and no one taking responsibility. N=35 Non-users

11. ECM Drivers – new users What would you say are the two main reasons that triggered your organization's decision to plan an ECM system? (Max TWO) 60% of new ECM users cite “content chaos” as the main reason for adopting ECM 28% want better knowledge sharing “SharePoint effect” for 22% N=110 new implementers

12. ECM Drivers – Content types How are the following content types managed and archived in your organization - % “Unmanaged”, normalized Twitter and blog posts not archived in 80+% of organizations using them – but neither are instant messages! N=604 Normalized for not Applicable

13. ECM Drivers - Electronic How confident are you, that if challenged, your organization could demonstrate that your electronic information (excluding emails) is accurate, accessible, and trustworthy? Electronic (not emails) 41% Slightly or not at all confident N=607 Non-trade,

14. ECM Drivers - Emails How confident are you that emails related to documenting commitments and obligations made by you and your staff are recorded, complete, and retrievable? Emails 56% Slightly or not at all confident N=607 Non-trade,

15. ECM Drivers - Confidence How confident – electronic/emails N=607 Non-trade,

16. ECM Drivers - Confidence How confident – electronic/emails ECM systems dramatically improve confidence in electronic content But still not being put to use for emails Electronic Email only N=607 Non-trade,

17. ECM Drivers - Emails Which of the following would best describe standard practice in your organization for dealing with "important" emails? 43% still relying on personal Outlook folders 28% have access to a DM/RM/EMM system 12% printing and filing paper N=607 Non-trade,

18. ECM Drivers – Green IT Thinking about possible “Green” benefits from ECM, which two would you consider to be the strongest drivers in your organization? (Max. TWO) 55% cite fewer photocopies and file copies as biggest Green benefit. Followed by 35% who see less running costs for office space and paper warehouses N=110 new implementers

19. Priorities What would you say are the three most important ECM issues or current projects for you right now? (Max. THREE) #1 Implementing RM #2 Emails as records #3 Multiple Repositories #4 Getting started #5 E-Discovery N=607 Non-trade,

20. SharePoint – Adoption Have you implemented Microsoft SharePoint 2007 (WSS/MOSS) in your organization? 32% have 2007 in use, 21% implementing, 13% have plans, 66% Total Only 28% have no plans N=680 Non-trade,

21. SharePoint - Plans Do you have a formal plan or strategy in place describing where you will utilize your SharePoint investments and where you will utilize other ECM investments? 46% need a plan but don’t have one 12% don’t even know where to start N=366 SharePoint users Excl. 81 “Not Sure”

22. Multiple Repositories Thinking about your plans in the next 2 years to provide employees with a single point of access to content repositories across your organization, which of the following is the best description of the approach you plan to take or have taken? 36% green-field ECM 32% using portals (22% with SharePoint) 5% relying on Enterprise Search 20% no plans N=633 Non-trade,

23. Open Source Do you have plans to implement an Open Source ECM system or portal? 6% using Open Source ECM 5% using other Open Source WCM or portal 9% have plans in next year or two N=607 Non-trade,

24. Open Source Which of the following potential benefits would most lead you to investigate an Open Source ECM product? (Max. TWO): 74% have an open mind on Open Source Cost and simplicity are biggest drivers N=607 Non-trade,

25. Standards What are your plans with regard to CMIS (Content Management Interoperability Services)? 34% taking an active interest 7% planning to adopt in next year or two N=643 Non-trade,

26. Enterprise 2.0 In your view, how critical is Enterprise 2.0/external social media to your organization’s overall business goals and success? Enterprise 2.0 (internal) 29% “Imperative” or “Significant” External 2.0 (social media) 21% N=643 Non-trade,

27. Enterprise 2.0 Which THREE of the following would you say are the key drivers for use of external Social Media in your organizational unit? Marketing Customer Feedback Staff Research N=575 Non-trade,

28. Enterprise 2.0 Which THREE of the following would you say are the key drivers for internal Social Media/collaboration/Enterprise 2.0 in your organizational unit? Knowledge Sharing Team Collaboration Project Coordination N=575 Non-trade,

29. Enterprise 2.0 How do you feel about the following statements? N=575 Non-trade,

30. Enterprise 2.0 How do you feel about the following statements? N=573 Non-trade,

31. Enterprise 2.0 Are any of the following barred for access to your staff from their desks (during work hours)? Viruses? Bandwidth? Time wasting? N=573 Non-trade,

32. Outsourcing Do you use outsourcing for any of the following ECM functions? 64% growth in users of outsourced electronic records archive, with 8% prepared to go to SaaS for records management and 12% for DM N=599, Non-trade. Not asked about reduction in current use

33. Cloud Do you have plans to use a "Cloud" solution or Cloud storage for your document and records management? (Cloud = off-premise, on an un-specified server) 43/55% would consider a Gov. Cloud or Corporate Cloud 20/28% would consider a branded cloud anywhere/in national locale Few have any immediate plans N=585 Non-trade. Normalised for Not Applicable

34. 8 more graphs available, plus narrative, in the full report. Reports free to download at:www.aiim.org.uk/research N=585 Non-trade. Normalised for Not Applicable

35. AIIM Surveys Reports free to download at:www.aiim.org.uk/research