nexus2010 keynote -- imagesource

The Rapidly Changing ECM Marketplace: Finding the Right Solu:on in Chao:c Times

John Mancini President, AIIM

twi$er = @jmancini77 Blog = Digital Landfill = aiim.typepad.com

Who is AIIM and why should you care?

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AIIM.org/research

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AIIMcommuniDes.org

Who is AIIM and why should you care?

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AIIM.org/training – email me at [email protected]

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Understanding markets in transi:on

Photo source = h$p://www.flickr.com/photos/ellenm1/3861396678/

Understanding Markets in Transi:on

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AIIM Task Force

For more informaDon -‐-‐ h$p://www.aiim.org/futurehistory

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Image source = h$p://www.direcDmpactnow.com/

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1 -‐-‐ A short history of ECM

Photo source = h$p://www.flickr.com/photos/sergemelki/349312861/

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2 -‐-‐ Consumer revolu:on & enterprise IT

h$p://www.flickr.com/photos/hisge$/3206494453/

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3 -‐-‐ A “future” history of ECM

Photo Source = h$p://www.flickr.com/photos/fdecomite/2226169735/

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A short history of ECM

Photo source = h$p://www.flickr.com/photos/sergemelki/349312861/

A Short History of ECM – The Early Days

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Solu:ons expensive and complicated.

Adop:on driven by the business.

Use case, not ROI cri:cal.

Ease of use doesn’t maWer.

Adop:on departmental in large organiza:ons.

ECM in the Past Decade

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Web technologies.

Explosion of risk concerns.

Entry of SharePoint.

User frustra:on with cost and complexity.

Rise of Saas and Open Source op:ons.

Command and control

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Systems of Record

TransacDon-‐oriented

Document-‐centric

User learns system

Security is key issue

Source = AIIM and TCG Advisors

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Consumer revolu:on & enterprise IT

h$p://www.flickr.com/photos/hisge$/3206494453/

You Say You Want a Revolu:on

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Consumer Technologies and the Enterprise

Enterprise IT On Hold

Consumer IT On Fire


The Big Disconnect

How disrup:ve will Consumer IT be to Enterprise IT?

How can it be that I am so powerful as a consumer and so

lame as an employee?


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So how does IT view this revolu:on?

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Let’s con:nue the last decade’s trend lines.

Let’s con:nue to build out our systems of record.

There is s:ll significant “control” work to do.

I’ve got more to do than I can handle.

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So how do end users view this revolu:on?

Info on Demand Enterprise Search

Google, Bing, Technorati, Yelp

Mobile Access Empowered Mobile

Clients

iPhone, iPad, Blackberry, Android

Video on Demand Broadcasts

Conferencing

YouTube, Telepresence

Instant Access Comm Apps

Social Networks

SMS, Facebook, Twitter, WebEx


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And if you (IT) don’t get it for me, I’ll get it myself.

“You will lose control – Get used to it!” JP Rangaswami – CTO, BT at Enterprise 2.0

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IT Users

Inside the Enterprise Outside the Firewall

Good Heavens! Put that Tweet in a System of Record!

Chill Seymour! We don’t need you anyway!

Source: John Newton, Alfresco

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A “future” history of ECM

Photo Source = h$p://www.flickr.com/photos/fdecomite/2226169735/

Command and control

Systems of Engagement Emerge

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Systems of Record Systems of Engagement


Document-‐centric

User learns system


InteracDon-‐oriented

User-‐centric

System learns user

Privacy is key issue

CollaboraDve


Command and control

Systems of Engagement Emerge

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Ent. Content Management Systems of Engagement


Document-‐centric

User learns system


InteracDon-‐oriented

User-‐centric

System learns user

Privacy is key issue

CollaboraDve


Issues for users raised by emergence of SOE

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1  “Nobody has figured this out” 2  “Whether the CIO wants it or not, it is coming

in.” 3  “Expectations are that there should be no

training.” 4  “Going forward, there will be a need for the

consumer-based technologies, workforce coming in will have different expectations.”

5  “The whole industry is changing and changing very fast.”

6  “Technology is not available to make sense of all this information. There is no technology that is able to make the information relevant.”

Issues for users raised by emergence of SOE

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1  What does CONTROL mean in the world of Systems of Engagement?

2  What kinds of use cases will help make Systems of Engagement meaningful?

3  How should we define business requirements in this new complicated world…

What does CONTROL mean in a world of Systems of Engagement?

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[Social content on external sites] will be archived and retained for the required period of :me in accordance with the DIR Records Reten:on Schedule.

Non-‐administraDve incoming/outgoing and internal correspondence, in any media, pertaining to or arising from the rouDne operaDons of the policies, programs, services, or projects of an agency.

RetenDon = 1 year

Dear Sir/Madam:

I am looking into starDng a goat dairy farm , what licenses do I need and where can I find the guidelines for inspecDon of milking parlor, and regulaDons?

Do we need to keep this?

Photo source = h$p://www.flickr.com/photos/marcobellucci/3534516458/

How long do we need to keep this?


How and when do I move it from the external site to an internal archive?


Whose job is it to do this?


Will this ever really get done?

Do we care?


Bridging the gap between Systems of Record and Systems of Engagement

Photo source = h$p://www.flickr.com/photos/cyron/10813776/

Market Sell Support

Outbound (CMO) • Channel Mgmt to New Channels • Social Tools for Social Engagement • Content Analytics for Pers Engagement

Source Buy Deploy

Inbound (CFO) • Supplier Planning •  Inter-Enterprise Collaboration • Process Analytics

Design Build Deliver

Product (CTO) • Project Management & Collaboration • Product Introduction • Virtual Expert

Plan Provision Report

Strategic (CIO) • Mobile Management • Rapid Planning and Provisioning • Compliance (Archive, Records)

Source: John Newton, Alfresco

Defining business requirements in this new complicated world…

Photo source = h$p://www.flickr.com/photos/mcfarlandmo/3274597033/

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3% -‐-‐ We don’t scan anything.

15% -‐ We use scanners, but not in an organized way.

34% -‐-‐ We scan as image only/manually apply metadata.

15% -‐-‐ We scan/capture metadata for archive/rou:ng.

17% -‐-‐ We scan and OCR for full text search.


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3% -‐-‐ We don’t scan anything.

15% -‐ We use scanners, but not in an organized way.

34% -‐-‐ We scan as image only/manually apply metadata.

15% -‐-‐ We scan/capture metadata for archive/rou:ng.

17% -‐-‐ We scan and OCR for full text search.

16%


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XX% -‐-‐ Con:nuity/disaster recovery

XX% -‐-‐ Records and compliance

XX% -‐-‐ Improve process throughput

XX% -‐-‐ Improve customer service/access

XX% -‐-‐ Reduce paper/go green

XX% -‐-‐ Reduce transporta:on/logis:cs costs

XX% -‐-‐ Improve informa:on access/KM

XX% -‐-‐ Reduce physical office costs

XX% -‐-‐ Increase flexibility

XX% -‐-‐ Reduce data entry costs


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15% -‐-‐ Con:nuity/disaster recovery

39% -‐-‐ Records and compliance

43% -‐-‐ Improve process throughput

41% -‐-‐ Improve customer service/access

26% -‐-‐ Reduce paper/go green

17% -‐-‐ Reduce transporta:on/logis:cs costs

53% -‐-‐ Improve informa:on access/KM

43% -‐-‐ Reduce physical office costs

06% -‐-‐ Increase flexibility

13% -‐-‐ Reduce data entry costs

RM or compliance

IT Line of Business

Capture 15% 23% 29%

ECM & RM & DM

24% 34% 14%

Workflow & BPM

10% 31% 27%

SharePoint 8% 68% 6%

Who Makes the Decision? (where primary decision-‐maker known)


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05% -‐-‐ Works in compe::on with other ECM systems.

23% -‐-‐ Works in parallel with other ECM systems.

20% -‐-‐ Integra:ng with other ECM systems.

11% -‐-‐ It IS our ECM system.

30% -‐-‐ Fills in some func:ons.


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xx% -‐-‐ Underes:mated process and org issues

xx% -‐-‐ Uneven usage due to poor procedures/enforcement

xx% -‐-‐ Lack of knowledge/training

xx% -‐-‐ Project derailed by internal poli:cs

xx% -‐-‐ Low user acceptance do to poor design

xx% -‐-‐ Excessive scope creep

xx% -‐-‐ Underest effort to dis:ll and migrate content

xx% -‐-‐ Poorly defined business case

xx% -‐-‐ No agreement on fileplans, taxonomy, metadata

xx% -‐-‐ Failed to think beyond the business unit

xx% -‐-‐ Budget overrun


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42% -‐-‐ Underes:mated process and org issues

34% -‐-‐ Uneven usage due to poor procedures/enforcement

32% -‐-‐ Lack of knowledge/training

27% -‐-‐ Project derailed by internal poli:cs

23% -‐-‐ Low user acceptance do to poor design

22% -‐-‐ Excessive scope creep

21% -‐-‐ Underest effort to dis:ll and migrate content

18% -‐-‐ Poorly defined business case

16% -‐-‐ No agreement on fileplans, taxonomy, metadata

13% -‐-‐ Failed to think beyond the business unit

9% -‐-‐ Budget overrun

The Rapidly Changing ECM Marketplace: Finding the Right Solu:on in Chao:c Times

John Mancini President, AIIM

twi$er = @jmancini77 Blog = Digital Landfill = aiim.typepad.com