Digital Transformation in 2017 – And the people said…

Based on the 2017 State of Information Management:

Are Businesses Digitally Transforming or Stuck in Neutral?

Who are you?

TrailblazerCitizen

Outlander

How strong are your policies and practices related to multi-channel inbound content?

TrailblazerCitizen

Outlander

What we found.

AIIM Survey Says• It is not all chaos. – For 24%, they see

themselves as having well defined practices with 23% indicating they use a value-based approach to selective archiving.

Chaotic: users choose their own archive lo-cations and deletion

policies; 23%

Rigid: fixed deletion periods are enforced

at the repository level; 5%

Deferred: we offload information to a basic archive then have fixed

deletions; 7%

Defined: we move infor-mation to an archive sys-

tem with search, retention and hold; 24%

Value-based: we se-lectively archive to our ECM/RM/SharePoint

system; 23%

Open-ended: we keep everything; 16%

Other; 1%

How many of you have IG policies in place in support of decision making?

TrailblazerCitizen

Outlander

What we found.

AIIM Survey Says• Organizations are

organizing. – 27% indicating they

make decisions based upon their agreed upon IG policies.

We have agreed IG policies and we make deci-sions on that

basis; 27%

We have agreed IG policies but

they do not drive our decisions;

16%We are formulat -ing IG policies to help with our de-

cisions; 29%

We do not have a set of agreed and supported IG po-

lices; 28%

How many of you have business processes that are completely digital?

TrailblazerCitizen

Outlander

What we found.

AIIM Survey Says• Organizations are

moving forward. – Twenty-six percent are

integrating projects across departments.

My organization does not understand the term Digital

Transformation; 5%

We do not have plans in place to move the

organization forward; 5%

We plan to begin mov-ing in this direction within the next 6-12

months; 11%

We have one or more projects running at the

departmental level; 19%We are currently integrating

projects across depart-ments; 26%

Completed a depart-mental DT project; 3%

Completed a regional DT initiative; 1%

Completed a global DT initiative; 3%

Many of our opera-tional processes are

now completely digital; 24%

Other; 2%

What we found.

AIIM Survey Says• It is a team effort.

– For thirty-nine percent of our respondents it is IT and IT services pushing for digital transformation, while for thirty-one percent, it is the corporate executives.

Corporate/Executives; 31%

IT and IT Services; 39%

Research and De-velopment; 3%

Sales; 1%

Marketing; 3%

Finance; 2%Operations; 4%

Customer Service; 1%

Customer Support; 1%

Legal; 2%Records/Information Management; 10% Other; 3%

What we found.

AIIM Survey Says• Where to spend – Nearly half indicate their

organizations will spend more on cloud and Software as a Service options.

Software licenses

Scanning and MFP hardware

Storage

Cloud, SaaS services

Vendor consultancy services

Independent consultancy services

Outsourcing, DPO, MCS services

External training

0% 20% 40% 60% 80% 100%

Much less Less About the same MoreMuch more We don't spend anything on this

What does this all mean and what can you do?

http://info.aiim.org/2017-state-of-information-management

Conclusions• Trailblazers know or at least understand the close

correlation between information, process, and people • Trailblazers look at how this change will impact

process and participants, across the end-to-end process

• Issues raised decades ago, still remain as costly barriers that slow or prevent forward motion

Recommendations• Identify a potential business process where paper-based

information still exists and manual processes are still heavily in use

• Document where the process slows down, what information is involved, the sources of that information, and who interacts with it

• Develop a strategy to leverage captured and analyzed information across multiple departments and for multiple purposes. Embrace the mind set of repurpose not recreate

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

• Thomas LaMonte– TLaMonte@aiim.org– @TomLaMonte