The document outlines a webinar focused on strategies for managing information beyond corporate firewalls, highlighting the balance between flexibility and control. Key topics include the need for a unified information strategy, architecture, and governance, as well as future-oriented technology solutions. It emphasizes the importance of defining information management practices to accommodate a distributed and mobile workforce.

1. 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

2. 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

3. Underwri(en by: Presented by:
Kevin Parker, CIP
Senior Enterprise
Informa(on Architect
NEOSTEK
Introducing our Featured Speaker

4. 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

5. Underwri(en by: Presented by:
Flexibility vs. Control: How to Work Beyond Corporate Firewalls – Safely
Present state…

6. 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

7. 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.”

8. 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

9. 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

10. 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

11. Underwri(en by: Presented by:
Flexibility vs. Control: How to Work Beyond Corporate Firewalls – Safely
Where things are headed…

12. Underwri(en by: Presented by:
Workforce is increasingly…
§ Distributed
§ Mobile
§ ExpecXng telework opXons

13. 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

14. 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?

15. Underwri(en by: Presented by:
Flexibility vs. Control: How to Work Beyond Corporate Firewalls – Safely
Tips for moving forward…

16. 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

17. 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

18. 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

19. 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

20. 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

21. 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

22. 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

23. 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

24. 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

25. 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

26. Underwri(en by: Presented by:
Tech Capabili(es for Securing Informa(on
§ Directory services and access management
§ EncrypXon
§ InformaXon rights management
§ Mobile device management

27. 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?

28. 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.

29. Underwri(en by: Presented by:
Flexibility vs. Control: How to Work Beyond Corporate Firewalls – Safely
Where to turn for help…

30. 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

31. Underwri(en by: Presented by:
Kevin Parker, CIP
kevin.parker@neostek.com
www.neostek.com
Thank you!

32. 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

33. Underwri(en by: Presented by:

34. 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