nexus2010 keynote -- imagesource
DESCRIPTION
Discussion of key information management trends and the implications of social technologies.TRANSCRIPT
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The Rapidly Changing ECM Marketplace: Finding the Right Solu:on in Chao:c Times
John Mancini President, AIIM
twi$er = @jmancini77 Blog = Digital Landfill = aiim.typepad.com
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Who is AIIM and why should you care?
2
AIIM.org/research
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AIIMcommuniDes.org
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Understanding markets in transi:on
Photo source = h$p://www.flickr.com/photos/ellenm1/3861396678/
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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$p://www.flickr.com/photos/sergemelki/349312861/
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A Short History of ECM – The Early Days
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Solu:ons expensive and complicated.
Adop:on driven by the business.
Use case, not ROI cri:cal.
Ease of use doesn’t maWer.
Adop:on departmental in large organiza:ons.
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ECM in the Past Decade
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Web technologies.
Explosion of risk concerns.
Entry of SharePoint.
User frustra:on with cost and complexity.
Rise of Saas and Open Source op:ons.
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Command and control
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Systems of Record
TransacDon-‐oriented
Document-‐centric
User learns system
Security is key issue
Source = AIIM and TCG Advisors
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Consumer revolu:on & enterprise IT
h$p://www.flickr.com/photos/hisge$/3206494453/
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You Say You Want a Revolu:on
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Consumer Technologies and the Enterprise
Enterprise IT On Hold
Consumer IT On Fire
Source = AIIM and TCG Advisors
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The Big Disconnect
How disrup:ve will Consumer IT be to Enterprise IT?
How can it be that I am so powerful as a consumer and so
lame as an employee?
Source = AIIM and TCG Advisors
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So how does IT view this revolu:on?
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Source = AIIM and TCG Advisors
Let’s con:nue the last decade’s trend lines.
Let’s con:nue to build out our systems of record.
There is s:ll significant “control” work to do.
I’ve got more to do than I can handle.
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So how do end users view this revolu:on?
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Info on Demand Enterprise Search
Google, Bing, Technorati, Yelp
Mobile Access Empowered Mobile
Clients
iPhone, iPad, Blackberry, Android
Video on Demand Broadcasts
Conferencing
YouTube, Telepresence
Instant Access Comm Apps
Social Networks
SMS, Facebook, Twitter, WebEx
Source = AIIM and TCG Advisors
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And if you (IT) don’t get it for me, I’ll get it myself.
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“You will lose control – Get used to it!” JP Rangaswami – CTO, BT at Enterprise 2.0
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IT Users
Inside the Enterprise Outside the Firewall
Good Heavens! Put that Tweet in a System of Record!
Chill Seymour! We don’t need you anyway!
Source: John Newton, Alfresco
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A “future” history of ECM
Photo Source = h$p://www.flickr.com/photos/fdecomite/2226169735/
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Command and control
Systems of Engagement Emerge
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Systems of Record Systems of Engagement
TransacDon-‐oriented
Document-‐centric
User learns system
Security is key issue
InteracDon-‐oriented
User-‐centric
System learns user
Privacy is key issue
CollaboraDve
Source = AIIM and TCG Advisors
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Command and control
Systems of Engagement Emerge
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Ent. Content Management Systems of Engagement
TransacDon-‐oriented
Document-‐centric
User learns system
Security is key issue
InteracDon-‐oriented
User-‐centric
System learns user
Privacy is key issue
CollaboraDve
Source = AIIM and TCG Advisors
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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.”
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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…
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What does CONTROL mean in a world of Systems of Engagement?
Photo source = h$p://www.flickr.com/photos/tomsun/3859690596/
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[Social content on external sites] will be archived and retained for the required period of :me in accordance with the DIR Records Reten:on Schedule.
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Non-‐administraDve incoming/outgoing and internal correspondence, in any media, pertaining to or arising from the rouDne operaDons of the policies, programs, services, or projects of an agency.
RetenDon = 1 year
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Dear Sir/Madam:
I am looking into starDng a goat dairy farm , what licenses do I need and where can I find the guidelines for inspecDon of milking parlor, and regulaDons?
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Do we need to keep this?
Photo source = h$p://www.flickr.com/photos/marcobellucci/3534516458/
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How long do we need to keep this?
Photo source = h$p://www.flickr.com/photos/marcobellucci/3534516458/
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How and when do I move it from the external site to an internal archive?
Photo source = h$p://www.flickr.com/photos/marcobellucci/3534516458/
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Whose job is it to do this?
Photo source = h$p://www.flickr.com/photos/marcobellucci/3534516458/
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Will this ever really get done?
Do we care?
Photo source = h$p://www.flickr.com/photos/marcobellucci/3534516458/
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Bridging the gap between Systems of Record and Systems of Engagement
Photo source = h$p://www.flickr.com/photos/cyron/10813776/
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Market Sell Support
Outbound (CMO) • Channel Mgmt to New Channels • Social Tools for Social Engagement • Content Analytics for Pers Engagement
Source Buy Deploy
Inbound (CFO) • Supplier Planning • Inter-Enterprise Collaboration • Process Analytics
Design Build Deliver
Product (CTO) • Project Management & Collaboration • Product Introduction • Virtual Expert
Plan Provision Report
Strategic (CIO) • Mobile Management • Rapid Planning and Provisioning • Compliance (Archive, Records)
Source: John Newton, Alfresco
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Defining business requirements in this new complicated world…
Photo source = h$p://www.flickr.com/photos/mcfarlandmo/3274597033/
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Image source = h$p://www.direcDmpactnow.com/
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A Short History of ECM – The Early Days
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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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A Short History of ECM – The Early Days
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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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A Short History of ECM – The Early Days
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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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A Short History of ECM – The Early Days
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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
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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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A Short History of ECM – The Early Days
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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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A Short History of ECM – The Early Days
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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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A Short History of ECM – The Early Days
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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
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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