[aiim17] digital transformation in 2017 – and the people said… - bob larrivee and thomas lamonte

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?

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