Underwritten by:
#AIIMYour Digital Transformation Begins with
Intelligent Information Management
Your 2019 Information Management
Resolution
Presented 13th December, 2018
Your 2019 
Information Management Resolution: Part Two
An AIIM Webinar presented 13th December, 2018
Underwritten by:
Today’s Speakers
Mark Patrick, CIP
Chair
AIIM Board of Directors
John Newton
CTO
Alfresco
Host: Theresa Resek, CIP
Director
AIIM
Underwritten by:
Mark Patrick, CIP
2018 Chair
AIIM Board of Directors
Introducing our Speaker
Underwritten by:
The Digitally Transformed Organization Practices…
Intelligent
Information 
Management
 Business content/collaboration
 Transactional content/ECM
 Content integration and migration
 Records management and preservation
 Business Process Management 
(BPM)
 Robotic Process Automation (RPA)
 Low-code development platforms
 Blockchain
 Multi-channel intelligent 
capture
 Content analytics and 
semantics
 Data recognition, extraction 
& standardization
 PII identification and 
protection
The World of 
Intelligent
Information
Management
IIM is 
a practice that 
integrates people, 
processes, 
information (and 
yes, technology) to 
achieve a new 
digital state.
 Business content/collaboration
 Transactional content/ECM
 Content integration and migration
 Records management and 
preservation
 Business Process Management 
(BPM)
 Robotic Process Automation (RPA)
 Low-code development platforms
 Blockchain
 Multi-channel intelligent 
capture
 Content analytics and 
semantics
 Data recognition, extraction 
& standardization
 PII identification and 
protection
The World of 
Intelligent
Information
Management
The term SERVICES is intentional, 
because a modern enterprise must 
be able to link these capabilities 
together on the fly to respond to a 
continually changing business 
environment.
 Business content/collaboration
 Transactional content/ECM
 Content integration and migration
 Records management and 
preservation
 Business Process Management (BPM)
 Robotic Process Automation (RPA)
 Low-code development platforms
 Blockchain
 Multi-channel intelligent 
capture
 Content analytics and 
semantics
 Data recognition, extraction
The World of 
Intelligent
Information
Management
 Business content/collaboration
 Transactional content/ECM
 Content integration and migration
 Records management and 
preservation
 Business Process 
Management (BPM)
 Robotic Process 
Automation (RPA)
 Low-code development 
platforms
 Blockchain
 Multi-channel intelligent 
capture
 Content analytics and 
semantics
 Data recognition, extraction 
& standardization
 PII identification and 
protection
The World of 
Intelligent
Information
Management
Underwritten by:
It’s Personal Choice, but whether you’re…
§ A vendor (hardware of software)
§ An integrator
§ An end user (public or private sector)
§ A consultant
Don’t forget…
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It’s About the Business
 
Transforming business has 
never been about the 
TECHNOLOGY itself; rather, it 
has always been about the 
BUSINESS improvements 
organizations want to make, 
and the many facets of 
managing the lifecycle of 
information across an 
enterprise that enable 
organizations to make them.
Underwritten by:
Now to Get a Bit Personal
A few things I’ve learned about IIM over 
the past decade in the public sector
§ It’s harder than you think
§ It involves more people than you think
§ It’ll take longer than you think
§ It’s probably an endless journey (or 
stairway)
Underwritten by:
Job security.
Underwritten by:
3 Big Ideas to Work into Your New Year’s Resolution
IIM is not only about technology
IIM is holistic
The journey is continuous
You need to understand your main business processes 
and where you are creating new data (records—
whatever) so you can                      insure it is managed
Photo source:  http://www.icb.bg/images/stories/business-process-improvement.jpg
Up.
Photo Source:  http://newhorizons.com.sg/wp-content/uploads/2015/12/Microsoft_Word_2013_logo.svg_-600x600.png
Underwritten by:
A well planned, integrated, sustainable 
solution involving people, process and 
technology will allow organizations to 
perform five fundamental functions:
1. Task Management 
(BPM, workflow, etc.)
2. Collaboration
3. Search
4. Data Management 
(structured and unstructured)
5. Business Intelligence & Data Analytics
Enjoy the 
journey.
Underwritten by:
John Newton
CTO
Alfresco
Introducing our Speaker
Underwritten by:
Who is Alfresco?
Underwritten by:
Top 20 Companies by Market Cap 2018
1. Apple Inc
2. Amazon.Com Inc
3. Microsoft Corp
4. Alphabet Inc
5. Berkshire Hathaway Inc
6. Facebook Inc
7. Alibaba Group Holding
8. Tencent Holdings Ltd
9. JP Morgan Chase & Co
10. Exxon Mobil Corp
11. Johnson & Johnson
12. Samsung Electronics Co Ltd
13. Bank Of America Corp
14. Ind & Comm Bank Of China
15. Royal Dutch Shell
16. Visa
17. Wells Fargo
18. Intel
19. Chevron
20. Walmart
Underwritten by:
Top 20 Companies by Market Cap 2018
1. Apple Inc
2. Amazon.Com Inc
3. Microsoft Corp
4. Alphabet Inc
5. Berkshire Hathaway Inc
6. Facebook Inc
7. Alibaba Group Holding
8. Tencent Holdings Ltd
9. JP Morgan Chase & Co
10. Exxon Mobil Corp
11. Johnson & Johnson
12. Samsung Electronics Co Ltd
13. Bank Of America Corp
14. Ind & Comm Bank Of China
15. Royal Dutch Shell
16. Visa
17. Wells Fargo
18. Intel
19. Chevron
20. Walmart
Digital First Platform/API First Artificial Intelligence First
Underwritten by:
PLATFORM FOR AGILITY, GROWTH, AND RESILIENCE
DESIGN DYNAMIC DIGITAL INITIATIVES
Digital Transformation Through Platform Thinking
Customer
Initiative 1
OPEN DATA OPEN APIS OPEN STANDARDS
Customer
Initiative 2
Partner
Initiative 1
Market
Initiative 2
IOT
Initiative 1
Information
Services
Global
Infrastructure
Compliance &
Governance
Value Chain
Integration
Security &
Authorization
Source: McKinsey & Company
OPEN ARCHITECTURE
Underwritten by:
Platform Thinking
Not just for Internet companies
25
Purchasing Maintenance IoT Monitoring
Manufacturing Platform
Transactions
Client
Reporting
Portfolio
Management
Banking Platform
Benefits FOIA Request Procurement
Government Platform
Proposal &
Contract
Virtual
Engagement
Progress
Check
Business Services Platform
Underwritten by:
Four quadrants
of Digital
Platforms
© MWD Advisors 
ExternalInternal
People, Knowledge
Processes, Things
Source: MWD Advisors
External
experiences
Employee
experiences
Operations
Products,
Platforms,
Networks
Underwritten by:
What’s
Different about
Digital
Transformation
Today
© MWD Advisors 
ExternalInternal
People, Knowledge
Processes, Things
Source: MWD Advisors
External
experiences
Employee
experiences
Operations
Products,
Platforms,
Networks
A ‘digital outside’ has to be supported by a ‘digital inside’
Underwritten by:
What’s
Different about
Digital
Transformation
Today
© MWD Advisors 
ExternalInternal
People, Knowledge
Processes, Things
Source: MWD Advisors
External
experiences
Employee
experiences
Operations
Products,
Platforms,
Networks
Digital Outside
A ‘digital outside’ has to be supported by a ‘digital inside’
Underwritten by:
What’s
Different about
Digital
Transformation
Today
© MWD Advisors 
ExternalInternal
People, Knowledge
Processes, Things
Source: MWD Advisors
External
experiences
Employee
experiences
Operations
Products,
Platforms,
Networks
Digital OutsideDigital Inside
A ‘digital outside’ has to be supported by a ‘digital inside’
Underwritten by:
What’s
Different about
Digital
Transformation
Today
© MWD Advisors 
ExternalInternal
People, Knowledge
Processes, Things
Source: MWD Advisors
External
experiences
Employee
experiences
Operations
Products,
Platforms,
Networks
Digital OutsideDigital Inside
Digital Operations
A ‘digital outside’ has to be supported by a ‘digital inside’
Underwritten by:
Customer On-Boarding as a Digital Solution
Underwritten by:
Customer On-Boarding as a Digital Solution
AWS Deployment
Containers Multiple Availability Zones Managed Data & Ops Services Auto-scaling Management
Underwritten by:
Customer On-Boarding as a Digital Solution
AWS Deployment
Containers Multiple Availability Zones Managed Data & Ops Services Auto-scaling Management
Microservice Architecture and API Gateway
Underwritten by:
Customer On-Boarding as a Digital Solution
AWS Deployment
Containers Multiple Availability Zones Managed Data & Ops Services Auto-scaling Management
Microservice Architecture and API Gateway
Process Services
On-Board Service RequestSelf-Serve
Underwritten by:
Customer On-Boarding as a Digital Solution
AWS Deployment
Containers Multiple Availability Zones Managed Data & Ops Services Auto-scaling Management
Microservice Architecture and API Gateway
Content Services
Proposals Contracts Invoices Issues
Process Services
Governance
Services
Insight
Services
On-Board Service RequestSelf-Serve
Underwritten by:
Customer On-Boarding as a Digital Solution
AWS Deployment
Containers Multiple Availability Zones Managed Data & Ops Services Auto-scaling Management
Microservice Architecture and API Gateway
Content Services
Proposals Contracts Invoices Issues
Process Services
Governance
Services
Insight
Services
ERPCRM Support
On-Board Service RequestSelf-Serve
Underwritten by:
Customer On-Boarding as a Digital Solution
AWS Deployment
Containers Multiple Availability Zones Managed Data & Ops Services Auto-scaling Management
Microservice Architecture and API Gateway
Content Services
Proposals Contracts Invoices Issues
Process Services
Governance
Services
Application Development Framework
Core Components & Extensions (People, Company, Process, Information and Context)
Insight
Services
ERPCRM Support
On-Board Service RequestSelf-Serve
Underwritten by:
Digital Business Platform
Customer On-Boarding as a Digital Solution
Customer Self-
Serve API
AWS Deployment
Containers Multiple Availability Zones Managed Data & Ops Services Auto-scaling Management
Microservice Architecture and API Gateway
Content Services
Proposals Contracts Invoices Issues
Process Services
Governance
Services
Application Development Framework
Core Components & Extensions (People, Company, Process, Information and Context)
Insight
Services
Customer 
Enroll
ERPCRM Support
On-Board Service Request
Customer 
Info Portal
Self-Serve
Info Request
Resolution 
Center
Manager 
Approval
Issue Follow-up
API
Self-Serve
Underwritten by:
Digital Business Platform
Your Digital Business Platform
Customer Digital Apps Partner Digital AppsPartner
Open APIs
Customer
Open APIs
Cloud First
Microservice Architecture and API Gateway
Content
Services
Process
Services
Governance
Services
Digital Solution Framework
Components, Language Support, Continuous Integration
Insight
Services
ERP CRM Trans
act
Digital Operations Business Operations
Underwritten by:
Platform Thinking Future Proofs for New Technologies
Artificial Intelligence Microservices Architecture Cloud Operating System
Blockchain Edge Computing Multi-modal User Interfaces
Underwritten by:
Benefits of Platform Thinking
Rapidly evolve new digital
capabilities and exploit
new technologies
Digital Innovation
Keep ahead of the
competition and win
Meet customer and end
user requirements with
new digital initiatives
Agile Business
Deliver the solutions that
your users need and want
Move to the Cloud and
adapt faster to new
business opportunities
Platform Scale
Serve customers and
partners more effectively
Underwritten by:
The Alfresco Digital Business Platform helpsThe Alfresco Digital Business Platform helps
organizations connect people, content, and processesorganizations connect people, content, and processes
to accelerate digital transformation.to accelerate digital transformation.
Build intelligent
business solutions at
breakthrough speed
1 2 3
Accelerate the
pace of innovation
across the enterprise
Deliver outstanding
experiences for employees
and customers
Underwritten by:
Government Financial Services Healthcare Manufacturing Corporate
Alfresco Customers
Underwritten by:
2019 Digital Business Platform Resolutions…
§ Learn more about how Digital Leaders think about Digital 
Transformation
https://www.alfresco.com/7-habits
§ Plan your strategic capabilities as a Digital Business Platform
§ Identify your Digital Business Initiatives for competitive 
advantage
§ Integrate Digital Operations into your business planning
§ Try Open Source as a foundation of your Digital Platform
https://www.alfresco.com/try-alfresco
Contact us at info@alfresco.com
Visit www.alfresco.com
Underwritten by:
So What’s Your IIM 
2019 Resolution?
Underwritten by:
Building on the success of AIIM Forum UK for the last seventeen years we are excited to 
announce a number of changes for 2019, including a new name.  
The NEW AIIM Forum Europe will be taking place at the Grand Connaught Rooms, Central London in 2019.
This one-day event will be closely aligned with the annual US Conference and will be re-engineered to include:
• A choice of 20+ roundtables featuring in-depth discussions on the hottest topics led by industry thought leaders
• Fireside Chats where you can hear, first-hand, the challenges of the Digital Transformation journey from end-users
• Insider insights from high-profile industry Keynote Speakers
• The latest industry trends & analysis by Peggy Winton, AIIM President
• Unique opportunities to meet the leading innovative solution providersin an open environment 
• Multiple networking opportunitieswith your peers, including two dedicated networking lounges
Save the date: November 12th 2019, and spread the word
www.aiimforum.co.uk

[Webinar Slides] Your 2019 Information Management Resolution: Part Two