A Look Behind the Curtain The State of the Industry

Presented by: Bob Larrivee Vice President/Chief Analyst AIIM blarrivee@aiim.org @BobLarrivee

Drivers

• #1 Risk & Compliance back on top, especially for largest (up from 38% to 59%)

• #2 Costs & Productivity except for smallest (40%)

Dependency • In 47% of organizations

a content system outage of more than 2 hours would cause serious business disruption

• 79% would struggle after one day

Adoption • 17% have completed a

true ECM capability, including 4% on a global scale

• 23% well on the way

• 6% looking to replace

Governance • 18% align IM/ECM

system strategies with agreed IG policies

• 15% have IG policies but they do not drive decisions

• 29% have no IG policies

Content Creation Mechanisms

• 49% using shared-copy review, but only 10% with concurrent editing

• 78% still circulating by email for review and approval

Email • 39% describe their

email management as “chaotic”

• 19% have fixed delete-all policies, 16% keep everything

• 17% dedicated archive with defined retention and hold

Content Deletion • 47% have an IG policy that

defines retention, but 51% rely on manual deletion vs 25% automatic

• 24% have no mechanism to limit stored content, inc. 21% of largest orgs

Defensible Content Deletion • Half would struggle

with cloud, social and file shares

• 20% are following policy but are not auditing it

• Paper records is best, but only 40% following IG and auditing

Business Processes • 46% have some paper-

free processes (so 54% don’t)

• 30% capturing closer to the customer, but only 24% handling multi-channel

• 21% using digital signatures

Multi-Channel Inbound • 23% have elements of

multi-channel integration, but only 5% with automated routing to multiple processes

• 58% describe their inbound handling as ad hoc

Enterprise Integration • 31% are integrated with

content creation systems; 15% with project or case management

• 18% with multi-

repository search

• 27% have no integration with other applications

Content Analytics • 15% using auto or

assisted classification at creation/ declaration

• 11% using analytics for metadata correction and security risks

• 12% for business insight

Enter the Cloud • 20% are live with cloud

for all or some of their core content

• Plus 7% with selected users/content or for collaboration and file-sharing

• 26% have no plans for cloud

Hurdles to Success • User adoption

• Senior management

buy-in

• Departmental conflict

• Resources

• Cost

Actions to Take Assess Strategize Implement Review

• Bob Larrivee • blarrivee@aiim.org • @BobLarrivee