trends in digitalisering, document- en...
TRANSCRIPT
Trends in Digitalisering, Document-
en Contentmanagement
Michael Ziegler, Managing Director, DocVille
Seminar Het Digitale Kantoor
17/12/2013
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Enabling Conversations that Matter
Internationally-focused networking community
For Information Management (IM) executives
Network Exchange
Collaborate Expand
The DocVille Concept
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DocVille Community Meetings
Regular community meetings
Moderated and themed roundtable discussions
Insight into market trends, threats and opportunities
Foster better international business collaboration and market insights
Look at: www.docville.net
Online Groupe on: DocVille LinkedIn community
Email me: [email protected]
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Global Economic Growth
In 2016: 80% of the global exchange of goods and labor growth will come from emerging economies
In 2016: China's contribution to the world economy will surpass the USA, Japan and the EU
% GDP-CAGR 2012 2013 2014
Europe -0,3 0,1 1,4
US 2,2 1,9 2,6
Japan 2 1,4 1,6
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Our Challenge
Invest fund and implement IT solutions and services to become more competitive and survive
Tight budgets - What’s the return on new IT spending?
Choose the right solution vendor that understands my market & provides skilled resources
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Changing Information Management Solutions
During the next few years IM-solutions will include Mobile apps BPM & DCM (Dynamic Case management) Advanced analytics Tighter integration with enterprise production
platforms Available in the cloud & on premise Different pricing models
Expected areas of growth
On-demand solutions Multi-Channel Engagement solutions
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Multi-Channel Engagement to support changing Customer Attitudes
Customers have lost patience with slow organizations.
Before engaging with an organization, we already researched on the internet on products, services, illness, offers…
When engaging , customers are already prepared and expect from the organization: to transact quickly, touchless processing, instant gratification,
staff to be knowledgeable about previous interactions,
to be able to make immediate decisions customised to urgent needs.
Demand for an architecture of engagement that allows customers to participate in every process they need or want to, anytime, anyplace & via any channel
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Content
• Forums • Other • Invoices • Contracts • CVs • Claims • Receipts
• SMS • Metadata +GPS • Video • Audio rec
• Social interaction • Feeds • Forums • News
Multiple channels
• Capture • Recognise • Classify • Extract • Validate Analysis • IDR
• Semantic Content Understanding
• Sentiment Analysis • Advanced Analytics • Predictive Analytics
Enterprise IT processing
BPM ERP CRM ECM/SP LOB Apps Databases RM
Recipients
• Customer service • HR • Logistics • Finance • IT • Legal • Marketing
Straight-through & touchless processing
Quick – Feedback & Acknowledgement – Response & Confirmation
Customers Suppliers Staff & Partners
Positive experience
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Multichannel Engagement –Changing Platforms
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Unstructured Big Data (incl.Transactions + Interactions + Observations)
Petabytes
Terabytes
Gigabytes
Megabytes
Increasing Data Variety, Complexity & Unstructuredness
ERP
Payment record
Purchase record
Purchase detail
Customer Touches
LOB
Segmentation
Offer details
Support Contacts
Affiliate Networks
Behavioral Targeting
E-Business
Web logs
Dynamic Funnels
Offer history
A/B testing
Search Marketing
Dynamic Pricing
User Generated Content
HD Video, Audio, Images
Spatial & GPS Coordinates User Click Stream
Product/Service Logs
Social Interactions
& Feeds
Business Data Feeds
Mobile Web
SMS/MMS
Sentiment
BIG DATA Speech to Text
Sensors/RFID/Devices
External Demographics
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Big Data Challenge and Opportunity
According to estimates, the volume of business data worldwide across all companies doubles every year.
Poor data can cost businesses 20%-35% of their operating revenue.
Big Data is a top business priority and drives enormous opportunity for business improvement.
Big Data market: 30-60% of CAGR reaching US$30-50B in 2016
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Job Market (Gartner)
By 2015, 4.4 million IT jobs will be created globally to support big data (1.3 million IT jobs in EMEA)
only 31% of the IT jobs will be filled in Western Europe
Jobs across all businesses to analyze data and information
Shortage of big data technology skills will fuel demand for cloud-based big data products & technology
Skills in
advanced and predictive analytics, in big data automation
New database techniques, such as Hadoop, map-reduce
textual analysis or video/audio recognition
Big Data Challenge and Opportunity
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Information Governance (IG) in the Era of Big Data
IG Policies to ensure corporate information is secure and easily located
Attitude of data hoarding - storage is cheap - churn through information more quickly with technology.
BI makes sense of structured data BUT will not work in the broader information world that includes unstructured content
Need to analyze information automatically to judge its business value.
AIIM: 45% plan to increase their RM spend over the next 2 years for automated classification, enterprise search and email management
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Classification & Analysis Technologies deployed include:
IDR, Natural Language Processing, neutral networks, pattern recognition, sentiment analysis, data mining…
Natural-Language Processing (NLP):
To identify and Extract meta data, names, facts, relationships, sentiment, and other information
In documents, blogs, forums, news, customer conversations, social network discussions, e-mails and a range of enterprise sources
Typical apps : document classification, automated response management, customer service center & support, e-discovery, brand-reputation management, market research, competitive intelligence, classification for taxonomy
Natural language user interfaces to ease the interaction with the IT system (e.g. at the point of engagement)
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Examples about Big Data Usage
Airplane Maintenance at Boeing Maintenance workers write reports after repairs Reports and mentioned part numbers get indexed Analytics reveal which parts in other planes may be defective
Medical Diagnosis at the University Hospital Berlin Doctors write medical reports after every diagnosis Diagnosis and mentionned symptoms get indexed Comparison with similar cases for optimal treatment
Intelligence Service Combining data from social media, CCTV cameras, phone calls and texts To track down criminals and predict the next terrorist attack.
Politicians- Election Campaigns Using social media analytics To determine where they have to campaign the hardest to win the next
election. Companies - Forecasting
Using sentiment analysis of Facebook and Twitter posts Determine and predict sales volume and brand equity Copyright DocvVille 2013
Automation of Content-Driven Processes
Capture vendors are gravitating towards BPM specialists
Acquisitions, cooperations or building it themselves
To automate document & content driven processes
Producing quick ROI, improve processes and better customer service
Different Names Used Scan to Process- Digital Mailroom (DMR)
Content Enabled Workflow Capture Enabled BPM Copyright DocvVille 2013
AIIM Study: Most popular processes for scanning
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DMR Challenges
Many early DMR projects failed
Very long sales cycles demanding large resources
Very complex for both vendor and user
Projects usually have a deep and complex impact at an enterprise level
Many organisational hurdles and issues (fragmented responsibilities)
Immature technologies and hard to show a clear ROI Copyright DocvVille 2013
Scan to Process- Opportunities
Change management needed process by process
Reduction in the paper-based volume and increase in other types of electronic content
Huge gap in new media for data classification and extraction from social media, SMS, tweets, blogs…
Integration into enterprise systems: an issue & an opportunity (e.g. AP processing moving to P2P-E-invoicing)
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DMR, Cloud & NLP
TCO for mailroom applications still high but decreasing
Semantic analytics expected to decrease the complexity of implementation regarding classification and extraction
Break through into SMB’s to be expected as TCO is decreasing
Increasing demand through Cloud, distributed & on-demand capture (watch out for BPO offerings)
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Outsourcing
Innovative DPO players are trying to make their offering as vertical/horizontal as possible, where more automation should pave the way for higher margins
Difficult Transformation: Invoice Processing , Mail Room, Claims Processing, Mortgage Loan processing…
Building up the right skills & having the right technology in critical vertical and horizontal business processes
Sell high value business critical Annuity Services and Applications (day forward scanning, active file management, services in the cloud…)
Leverage Cloud-, Distributed-& On-Demand-Capture A number of large international deals: building new
partnerships with BPOs in other countries
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Incorporating Analytics into BPM
Integrating real-time analytics to make business processes more "intelligent” and trigger the best possible next steps.
Performance analytics, e.g. processes can automatically re-prioritize work queues to ensure that the best customers are receiving the best service.
Social media analytics,e.g. processes involved in marketing and 1-1 selling can improve their recommendations and targeting. Sentiment analysis and trend analysis can guide automated
marketing processes toward hot products
Signals from sensor tagged equipment to automatically decide which spare parts or services to order which field engineer to schedule
Let computers make decisions that are structured and repeatable in predictable rules-based processses to conserve people's time and attention for the thinking and actions that computers can not do. Copyright DocvVille 2013
Dynamic Case Management (DCM) to manage the Unpredictable
Need to support more unstructured, unpredictable &
flexible processes in a world of multichannel engagement
Based upon human judgment and interaction between experts, the customers and the organization
Allows knowledge workers to be flexible in defining the right "next step and best action" in the process
Decide who should be involved in performing the next activities.
Allows customers to participate effectively in every process they need or want to, anytime, anyplace.
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Billions of Internet users access through a non-PC mobile device
European mobile app market growing at a CAGR of 33.6%
84% of organisations have a remote workforce (mobile and distributed)
Mobile workforce in EMEA to grow to about 250 Mio by 2016
Companies under pressure to offer remote working provisions - become as self-sufficient and efficient as possible + be closer to the customer
Leading to a complete change of architecture. Traditional software providers need to rewrite their applications for these tablet-based environments + BYOD Security strategy
Mobile Apps & Mobile Workforce
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Mobile Use Cases
Remote repository access to documents (DMS)
Participation in process approvals and exception handling (worklow)
Remote Image Capture : mobile capture with mobile doc scanners, smartphones & tablets Will boost capture-cloud services
Initiating a business process with a picture scan
Capturing Meta Data: when, where and by whom the capture was done
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(Source: DICOM White Paper “Mobile Document Capture: Gaining a Competitive Edge”)
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Pervasiveness of MS SharePoint
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Very large ecosystem
SharePoint to further penetrate the SMB space (hard for other infrastructure vendors)
Many 3rd-party software vendors are building extensions
System integrators are generating big business around deployments and customisations
Focus of SharePoint 2013
better search, improved linkage to email and social tools (micro blogging, news feeds …and other social features thanks to Yammer)
Enhanced records management functions and improved mobile capabilities
full membership of the 365 cloud services
Implementing SharePoint
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Many deployments struggling to achieve their original intentions.
Low user acceptance and upgrade problems
Users expected more native functionality in SharePoint 2013:
Administration, backup and recovery, workflow, replication, mobile support, records management and broad usability,
Concerns about the details of Yammer's integration.
Consider your needs in these areas
Compare and contrast the offerings from best-of-breed products or integrations with SharePoint 2013
External advice and training are even more important for these later versions than they were for the earlier
SharePoint in the Cloud
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Proposition sounds attractive
Fully integrated with Lync and Exchange 365, and more widely available outside the firewall
Be aware of limitations
Porting custom applications and integrating with other on-premise systems.
Being locked into the Microsoft upgrade schedule and be compromised on customization compatibility.
Mostly implemented
As a hybrid cloud and more likely on a private cloud platform rather than using SharePoint 365.
Source: IDC 2012 – Quantative Estimates of Demand for Cloud Computing in Europe Copyright DocvVille 2013
Cloudy Concerns
Security concerns: Cross border hosting remains cultural & emotional within Europe
Stricter regulatory environment in Europe requires data architectures that assure European customers
Snowden revelations will cost U.S. cloud providers a 20% reduction in revenues, or $35 billion in 2013
For U.S. providers of cloud and software-as-a-service offerings, will need to develop EU-based operations
Performance, architecture & scalability issues
Switching to the PAYG model can be painful from a cash flow perspective Copyright DocvVille 2013
Drivers for Cloud Adoption
Cloud-based document service platforms are driving a high adoption of cloud solutions
Example: Google Docs, Office Drop, Evernote or Dropbox Usage rate to grow from millions to billions
More and more companies are deploying cloud solutions for their mobile workforce & SMBs
Solutions to be offered in hybrid models (on premise and in the cloud) to fulfill customer demands and for maximising the chance to win projects
ECM, BPM & Capture in the Cloud No software install, upgrade or IT staff needed Users are up and operational in seconds Truly easy-to-deploy and reducing TCO Attractive pricing models
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Changing Software Licensing & Delivery Models
Traditional model of charging a one-time license fee and an annual maintenance fee is under pressure
Contraints within IT budgets Judge software by its ability to contribute value to
the organisation Reducing the willingness to pay for large upfront
license fees for software
Increased focus on ROI for software solutions Ability to obtain software very cheaply (open
source) or as service in the Cloud (SaaS)
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Changing software Licensing & Delivery Models
Alternative pricing and delivery models are becoming more appealing to customers
Up‐front-Periodic –SaaS-OpenSource- Hybrid ?? Cost/Click/User/Document or fixed license or mix?? Outcome-Based Billing (paid to agreed service results)
Concerns of solution providers Understanding of different pricing models, but no knowledge
about consequences for their company fear of the impact on revenue and cash flow when changing to
different licensing business models
Building a hybrid business modell where products are offered in both models for some period of time
Solution providers need to react, adopt and improve
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The Capture-ECM-BPM markets continue to grow
The increase of electronic documents, the mobility, the social media and the rapid growth of unstructured Big Data will create a high demand to capture , classify and process this unstructured BIG CONTENT
New IM Platforms & solutions are evolving that respond to the needs
Multi-channel input & output & Content in multi-formats
Point-of engagement, mobile & on-demand
Big data analysis, processing & understanding
Automating the large number of content driven processes
Key Take-Away’s
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Content
• Forums • Other • Invoices • Contracts • CVs • Claims • Receipts
• SMS • Metadata +GPS • Video • Audio rec
• Social interaction • Feeds • Forums • News
Multiple channels
• Capture • Recognise • Classify • Extract • Validate Analysis • IDR
• Semantic content Understanding
• Sentiment Analysis •Advanced Analytics • Predictive Analytics
Enterprise IT processing
BPM ERP CRM ECM/SP LOB Apps Databases RM
Recipients
• Customer service • HR • Logistics • Finance • IT • Legal • Marketing
Straight-forward processing
Quick – Feedback & Acknowledgement – Response & Confirmation
Customers Suppliers Staff & Partners
Positive experience
Sem
i-st
ruct
ure
d
Stru
ctu
red
U
n s
t r
u c
t u
r e
d
!
Copyright DocvVille 2013
Multichannel Engagement –Changing Platforms
Key Take-Away’s
Allowing BPOs to offer high value business critical annuity services and applications
Allowing VARs and SIs to offer and implement new vertical solutions with highest growth potential to be expected in transportation, insurance, banking and securities.
Advanced Analytics, NLC & BPM technologies help to build solutions that address these challenges and to
reduce the complexity of it’s implementation
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SharePoint, often viewed as an information "Swiss Army knife," has a strong place in many enterprise environments. Microsoft continues to invest in its ECM capabilities with cloud, onpremises and hybrid deployments.
Alternative delivery and pricing models are becoming more appealing mostly driven by mobility, cloud and hybrid modells.
Key Take-Away’s
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Thank you for your attention
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