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Underwri(en	by:	 Presented	by:	
#AIIM	Informa(on	Is	Your	Most	Important	Asset.		
Learn	the	Skills	to	Manage	It		
Flexibility	vs.	Control:	How	to	Work	
Beyond	Corporate	Firewalls	–	Safely	
Presented	September	14,	2016		
Flexibility	vs.	Control:		
How	to	Work	Beyond	Corporate	Firewalls	–	Safely	
AIIM	Webinar	Presented	September	14,	2016
Underwri(en	by:	 Presented	by:	
J.	Kevin	Parker,	CIP	
Senior	Enterprise	
Informa0on	Architect	
NEOSTEK	
Erin	McCart	
Product	Marke0ng	–	
Content	Management		
ASG	Technologies	
Host:		Theresa	Resek	
Director	
AIIM	
Today’s	Speakers
Underwri(en	by:	 Presented	by:	
Kevin	Parker,	CIP	
Senior	Enterprise		
Informa(on	Architect	
NEOSTEK	
Introducing	our	Featured	Speaker
Underwri(en	by:	 Presented	by:	
Agenda	
§  Present	and	future	state	of	working	beyond	
corporate	firewalls	
§  Why	you	need	a	unified	strategy,	architecture,	
and	governance	
§  Ways	to	plan	technology	systems	that	are	
“cloud	first,	Web	first,	mobile	first”	
§  Where	to	turn	for	help
Underwri(en	by:	 Presented	by:	
Flexibility	vs.	Control:	How	to	Work	Beyond	Corporate	Firewalls	–	Safely	
	
Present	state…
Underwri(en	by:	 Presented	by:	
Too	Many	Disparate	Systems	
Directory	Services	
AccounXng	
Systems	
Payroll	System	
HR	Management	
Systems	
Procurement	
Systems	
Inventory	Systems	 CRM	System	
Vendor	&	Contract	
Management	
Systems	
Enterprise	Content	
Management	
Systems	
Time	Management	
Systems	
File	Shares	 Intranet	
Project	
Management	
Systems	
Database	Servers	
Service	Desk	
Tickets	
Data	Warehouses	
&	Business	
Intelligence	
Records	
Management	
Systems	
Knowledge	
Management	
Systems	
Quality	
Management	
Systems	
Email	Systems
Underwri(en	by:	 Presented	by:	
Users	Can’t	Keep	Track	of	Where	Stuff	Goes	
“Where	did	I	file	those	TPS	
reports?”	
“Does	this	document	go	in	the	
ECM	system	or	the	
procurement	applica0on	or	
the	Intranet	or	the	X: drive	or	
the	ERP	system	or	the	records	
center?”	
“I’ll	just	email	it.	Again.”
Underwri(en	by:	 Presented	by:	
In	which	of	the	following	loca(ons	do	users	access	content	in	
your	organiza(on?	
Source:	“Managing	Content	Beyond	the	Corporate	Walls”	(AIIM	White	Paper)	
©	AIIM	2016	www.aiim.org	/	©	ASG	2016	www.ASG.com
Underwri(en	by:	 Presented	by:	
Which	of	the	following	devices	do	employees	and	field	staff	in	
your	business	unit	use	to	access	the	following?	
Source:	“Managing	Content	Beyond	the	Corporate	Walls”	(AIIM	White	Paper)	
©	AIIM	2016	www.aiim.org	/	©	ASG	2016	www.ASG.com
Underwri(en	by:	 Presented	by:	
Finding	Ways	to	Work	Around	Firewalls	
Enterprise	File	
Sync	&	Share	
SaaS	LOB	App	
Cloud	Email	
Enterprise	Social	
Rogue	Cloud	
Drive	
Rogue	SaaS	App	
Rogue	Email	
Rogue	Social	
Channels	
Personal	Cloud	
Drive	
Personal	SaaS	
App	
Personal	Email	
Public	Social	
Networks	
On-Prem	Systems	
&	Apps	
Official	Cloud	
Apps	
Shadow	Cloud	
Apps	
Personal	Cloud	
Apps	
Corporate	Firewall	
Ability	to	Control	
VPN	
Directory	
Services	
AccounXng	
Systems	 Payroll	System	
HR	Management	
Systems	
Procurement	
Systems	
Inventory	
Systems	 CRM	System	
Vendor	&	
Contract	
Management	
Systems	
Enterprise	
Content	
Management	
Systems	
Time	
Management	
Systems	
File	Shares	 Intranet	
Project	
Management	
Systems	
Database	
Servers	
Service	Desk	
Tickets	
Data	
Warehouses	&	
Business	
Intelligence	
Records	
Management	
Systems	
Knowledge	
Management	
Systems	
Quality	
Management	
Systems	
Email	Systems
Underwri(en	by:	 Presented	by:	
Flexibility	vs.	Control:	How	to	Work	Beyond	Corporate	Firewalls	–	Safely	
	
Where	things	are	headed…
Underwri(en	by:	 Presented	by:	
Workforce	is	increasingly…	
§  Distributed	
§  Mobile	
§  ExpecXng	telework	opXons
Underwri(en	by:	 Presented	by:	
What	would	you	say	are	the	three	biggest	drivers	for	moving	
content	to	the	cloud	in	your	organiza(on?	
Source:	“Managing	Content	Beyond	the	Corporate	Walls”	(AIIM	White	Paper)	
©	AIIM	2016	www.aiim.org	/	©	ASG	2016	www.ASG.com
Underwri(en	by:	 Presented	by:	
Source:	“Managing	Content	Beyond	the	Corporate	Walls”	(AIIM	White	Paper)	
©	AIIM	2016	www.aiim.org	/	©	ASG	2016	www.ASG.com	
How	do	you	see	your	organiza(on	changing	its	content	
management	prac(ces	within	the	next	5	years?
Underwri(en	by:	 Presented	by:	
Flexibility	vs.	Control:	How	to	Work	Beyond	Corporate	Firewalls	–	Safely	
	
Tips	for	moving	forward…
Underwri(en	by:	 Presented	by:	
Define	Your	Informa(on	Strategy	
InformaXon	Strategy…	
§  Defines	what	you	plan	to	do	with	informaXon	and	why	
§  Begins	with	an	honest	informaXon	maturity	assessment	
§  Includes	a	blueprint	of	what	informaXon	management	should	
look	like	in	the	organizaXon	
§  Includes	a	roadmap	of	how	to	get	to	that	future-state	blueprint	
§  Includes	criXcal	success	factors	(CSFs)	for	showing	progressive	
improvements
Underwri(en	by:	 Presented	by:	
Design	Your	Informa(on	Architecture	
InformaXon	Architecture…	
§  Defines	the	structures	and	channels	for	data,	content,	
knowledge,	records,	and	analyXcs	in	support	of	the	strategy	
§  Includes	designing	schemes	for	organizing,	labeling,	
navigaXng,	and	searching	informaXon	
§  Takes	into	account	business	processes,	organizaXonal	goals,	
regulatory	requirements,	and	other	informaXon	management	
needs
Underwri(en	by:	 Presented	by:	
Plan	Your	Informa(on	Governance	
InformaXon	Governance…	
§  Supports	strategy	and	architecture	to	get	the	right	
informaXon	to	the	right	people	at	the	right	Xme	to	do	the	
right	things	
§  Defines	the	rules	and	roles	for	protecXng	informaXon	and	
ensuring	its	proper	use	
§  Seeks	to	protect	sensiXve	informaXon,	preserve	knowledge	
and	records,	and	miXgate	informaXon	risks
Underwri(en	by:	 Presented	by:	
Design	Infrastructure	for	the	Cloud	First	
§  Sojware	as	a	Service	(SaaS)	
§  Infrastructure	as	a	Service	(IaaS)	
§  Internal	Private	Cloud	
§  External	Public	Cloud	
§  Hybrid	Cloud
Underwri(en	by:	 Presented	by:	
Design	Applica(ons	for	the	Web	First	
§  Accessible	to	all	modern	networked	devices	
§  Standardized	data	services	
§  Easier	to	develop	and	maintain	
§  Easier	to	use	for	integraXng	other	apps	
(including	legacy	apps	and	repositories)	
§  Much	simpler	to	develop	and	maintain
Underwri(en	by:	 Presented	by:	
Design	User	Experience	for	Mobile	First	
§  Simple	interfaces	that	work	on	mobile	and	
desktops	
§  Progressive	enhancement	or	responsive	
design	
§  Accessibility	and	usability	on	all	devices	
through	standardized	interfaces	
§  Much	simpler	to	develop	and	maintain
Underwri(en	by:	 Presented	by:	
Provide	a	Single	Entry	Point	
§  Single	plakorm	or	single	entry	point	
§  Portal	can	be	web	interface	to	enterprise	
informaXon	
§  Simplified	access	on	all	devices	
§  ReducXon	in	applicaXon	silos	and	ROT
Underwri(en	by:	 Presented	by:	
Work	Be^er	Within	&	Beyond	the	Firewall	
Enterprise	File	
Sync	&	Share	
SaaS	LOB	App	
Cloud	Email	
Enterprise	Social	
On-Prem	Systems	
&	Apps	
Official	Cloud	
Apps	
Corporate	Firewall	
Directory	
Services	
AccounXng	
Systems	 Payroll	System	
HR	Management	
Systems	
Procurement	
Systems	
Inventory	
Systems	 CRM	System	
Vendor	&	
Contract	
Management	
Systems	
Enterprise	
Content	
Management	
Systems	
Time	
Management	
Systems	
File	Shares	 Intranet	
Project	
Management	
Systems	
Database	
Servers	
Service	Desk	
Tickets	
Data	
Warehouses	&	
Business	
Intelligence	
Records	
Management	
Systems	
Knowledge	
Management	
Systems	
Quality	
Management	
Systems	
Email	Systems	
Single	Entry	Point	-	OR	-	Single	Plakorm
Underwri(en	by:	 Presented	by:	
User	Adop(on	in	Context	
Strategy	
What	are	we	
trying	to	
accomplish?	
What	are	
the	CriXcal	
Success	
Factors?	
Architecture	
How	do	we	
organize	and	
structure	
things?	
Governance	
How	do	we	
get	people	
to	use	it	in	
the	ways	we	
intend?	
Implementa(on	
How	do	we	
build	it	out	
and	get	
users	
started?	
Opera(on	
How	do	we	
support	
users	and	
drive	
adopXon?	
Security,	Privacy,	Management,	Business	ConXnuity,	RetenXon,	Compliance,	Etc.	
User	Adop(on
Underwri(en	by:	 Presented	by:	
Tech	Capabili(es	for	Mobile	Workers	
§  Web-based	content	&	BPM	applicaXons	
§  Enterprise	file	sync	&	share	
§  Email,	messaging,	&	conferencing	
§  Enterprise	social	&	collaboraXon	
§  Search	
§  Capture
Underwri(en	by:	 Presented	by:	
Tech	Capabili(es	for	Securing	Informa(on	
§  Directory	services	and	access	management	
§  EncrypXon	
§  InformaXon	rights	management	
§  Mobile	device	management
Underwri(en	by:	 Presented	by:	
Common	Objec(ons	&	Responses	
§  “We	can’t	worry	about	flexibility—only	
control.”	But	if	you	don’t	offer	flexibility,	you	
will	lose	all	control.	
§  “Moving	to	a	single	plaQorm	or	even	a	single	
entry	point	is	too	big	of	an	effort.”	How	big	is	
the	effort	for	conXnuing	to	manage	your	
disparate	systems	while	losing	control	and	
producXvity?
Underwri(en	by:	 Presented	by:	
Summary:	Design	for	Flexibility	&	Control	
§  Develop	a	unified	strategy,	architecture,	and	
governance.	Simplify	your	architecture!	
§  Design	infrastructure	for	the	cloud	first.	
§  Design	applicaXons	for	the	web	first.	
§  Design	user	experience	for	mobile	first.	
§  Provide	a	single	entry	point.
Underwri(en	by:	 Presented	by:	
Flexibility	vs.	Control:	How	to	Work	Beyond	Corporate	Firewalls	–	Safely	
	
Where	to	turn	for	help…
Underwri(en	by:	 Presented	by:	
Where	to	Turn	for	Help	
§  InformaXon	strategy	&	management	
consultants	–	CerXfied		
InformaXon	Professionals!	
§  Technology	vendors	who	really	understand	
informaXon	management,	cloud,	and	mobile	
§  AIIM	research,	training,	and	community
Underwri(en	by:	 Presented	by:	
	
	
	
	
Kevin	Parker,	CIP	
kevin.parker@neostek.com		
www.neostek.com		
Thank	you!
ASG	Technologies	–	Delivering	Peace	of	Mind	
ASG	Technologies	brings	peace	of	mind	to	every	enterprise	
with	informaXon	access,	management	and	control	within	
legacy	and	leading-edge	environments.	ASG	provides	70%	
of	Fortune	500	companies	with	soluXons	that	saXsfy	their	
business	needs.		
ASG	Content	SoluXons	provide	unified	and	flexible	
environments	that	integrate	with	your	exisXng	IT	
environments	and	business	processes,	so	you	don’t	have	to	
throw	out	decades	of	investment	to	make	room.	
For	more	informaXon	about	how	ASG	Technologies	can	
help	you	advance	your	content	iniXaXves,	visit	
www.asg.com
Underwri(en	by:	 Presented	by:
Underwri(en	by:	 Presented	by:	
AIIM	is	the	Community	for		
Informa(on	Professionals	
AIIM	believes	that	informa(on	is		
your	most	important	asset.		
Learn	the	skills	to	manage	it.	
	
Our	mission	is	to	improve	organizaXonal	
performance	by	empowering	a	
community	of	leaders	commi(ed	to	
informaXon-driven	innovaXon.	
	
Learn	more	at	www.aiim.org

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