AIIM – The ECM Association

and

Enterprise Content Management

Our Discussion Today

• Who is AIIM?

• What is Enterprise Content Management?

• What do you need to know?

• Where to start?

AIIMThe leading industry association representing professionals working in Enterprise Content Management (ECM). We offer a Membership Value Program Focused On:

• Market Education• Peer Networking• Industry Advocacy • Professional Development

What is ECM?The tools and technologies used to:

• Capture — move content (in any form) into your repositories for reuse or retirement

• Manage — move it around the enterprise to drive key applications and processes

• Store — put it in a logical place for easy access

• Preserve — long-term archival and storage

• Deliver — get to the right audience on the right device

…documents and content related to organization processes.

What ECM Covers

CAPTURE MANAGE STORE PRESERVE DELIVERCAPTURE MANAGE STORE PRESERVE DELIVER

• ECM is not a single system

• ECM usually is a group of aligned systems

• ECM is about ‘unstructured’ information

ECM is…

What does ECM help you achieve?

– guarantee business CONTINUITY, 24x7x365

– enable employee, partner, and customer COLLABORATION

– reduce COSTS through process streamlining and standardization

– ensure legal and regulatory COMPLIANCE

But What About…• 80% of organizational information is

unstructured and 90% of this remains unmanaged (Doculabs).

• Unmanaged information is growing at roughly 36% annually (Doculabs).

• 27% of ECM users are highly disappointed in their ECM implementations (Jupiter Research).

• There is a 10x cost of compliance by taking a one-off vs. integrated approach (Gartner).

• 7.5% of documents are lost forever (Cuadra Associates).

Risk Reduction

• There are many dimensions of organizational risk related to information management …

• The stakes and the complexity of the challenge

is increasing every day.– (e.g., new Federal Rules of Civil Procedure)

• Email is a good place to start thinking about risk.

How would you characterize your organization's status with respect to IMPLEMENTING an email

management strategy (such as archiving, retention, life cycle management, disposition)?

35%

41%

12%

13% Completed strategy across org

Completed initiatives within some depts

Have begun; much to be done

Have not started

How does your organization archive its email?

44%

10%

3%

9%

18%

15% Using .pst files

We don’t

As part of RM

Outsourced

Using commercial email archiving tool

Via backup

Compliance. What approach do you take?

• A point solution approach (using a solution that is specifically designed to solve a particular compliance requirement, e.g., SEC 17-a or Basel II)

• An infrastructure approach (using a software platform to solve multiple compliance requirements throughout the organization, e.g., an ECM solution)

• We do not yet have a clear approach

17%

42%

41%

How Can We Help?1. AIIM Resources

– ECM Toolkit– Industry Watch research– AIIM Chapters

2. AIIM Certificate Programs(ECM, ERM, BPM, IOA, WCM, Email)

3. Solution Providers and Consultants with dozens of customer case studies and white papers to share

– Check AIIM’s online Solution Provider Locator

AIIM ECM Certificate Program

ECMECMStrategyStrategy

ECMECMProcessProcess

ECMECMCaseCase

ECMECMConceptsConcepts

ECMECMStrategyStrategy

How to Implement ECM?

6. Business & Systems

Reqmnts.

7.Business

ClassificationScheme

10. Pilots &

Model Offices

11. Roll-out

12.Post

Implemention

9.IT

Infra- structure

3. Concept ofOperations

2. Information Governance

1. ECM Project & Program Management

5. Business Case

8. Users & User Involvement

ECM implementation lifecycle

4. Information Survey

Become an Associate of AIIM

• Access to rich content and research on the AIIM website at www.aiim.org

• Free subscription to AIIM E-DOC Magazine

• Free subscription to Inside ECM eNewsletter

• Invitations to attend free events and participate in our industry studies

• And it’s all free…

Take it One Step Further• The ECM Toolkit contains –

in one place – all the best material AIIM has produced

• One year online access to the ECM Toolkit, Industry Watch research studies, and more with Professional Membership

• AIIM members realize an automatic $150 discount on any of our training programs

• All for just $125!

Next Step…• Go to www.aiim.org and create a Web

User Account (via the login). Check out all the programs. Browse the website. Email us with any questions.

• To purchase the ECM Toolkit, contact membership@aiim.org

• To learn more about the Certificate & Training programs, visit www.aiim.org/training or email training@aiim.org

Thank You from

AIIM – The Enterprise Content Management

Association

www.aiim.org