Connec&ng  Informa&on  Professionals  with  Solu&on  Providers  –  Where  are  the  Gaps?  

Agenda  

•  4  ques,ons  -­‐-­‐  What  is  the  context  for  this  mee,ng?  – How  is  my  company  doing?  – How  does  business  look  for  next  year?  – Where  do  I  see  the  most  opportunity?  – What  is  hold  users  back  from  moving  on  capture-­‐to-­‐process  ini,a,ves?  

•  Where  is  the  industry  headed?  Where  is  AIIM  going?  

Era  

Years  

Typical  thing  

managed  

Best  known  company  

Content  mgmt  focus  

Mainframe  

1960-­‐1975  

A  batch  trans  

IBM  

Microfilm  

Mini  

1975-­‐1992  

A  dept  process  

Digital  Equipment  

Image  Mgmt  

PC  

1992-­‐2001  

A  document  

MicrosoR  

Document  Mgmt  

Internet  

2001-­‐2009  

A  web  page  

Google  

Content  Mgmt  

Social  and  Cloud  

2010-­‐2015  

An  interac,on  

Facebook  

Social  Business  Systems  

Systems  of  Record  

Systems  of  Engagement  

Considera&on   Systems  of  Record   Systems  of  Engagement  

Focus   Transac,ons   Interac,ons  

Governance   Command  &  Control   Collabora,on  

Core  Elements   Facts  &  Commitments   Ideas  &  Nuances  

Value   Single  Source  of  Truth   Discovery  &  Dialog  

Standard   Accurate  &  Complete   Immediate  &  Accessible  

Content   Authored   Communal  

Primary  Record  Type   Documents   Conversa,ons  

Searchability   Easy   Hard  

Usability   User  is  trained   User  “knows”    

Accessibility   Regulated  &  Contained   Ad  Hoc  &  Open  

Reten,on   Permanent   Transient  

Policy  Focus   Security  (Protect  Assets)   Privacy  (Protect  Users)  

Enterprise  IT  is  changing  •  We  believe  that  social,  cloud  and  

mobile  compu,ng  are  combining  to  create  a  new  paradigm  for  how  organiza,ons  view  enterprise  IT.    

•  In  this  new  era  of  systems  of  engagement,  informa,on  systems  are  not  only  expected  to  reduce  risk  and  cost,  but  also  to  drive  revenues  and  help  engage  customers,  partners,  and  employees.    

•  These  systems  will  be  driven  by  a  new  expanded  set  of  players  who  have  a  business  rather  than  an  IT  focus.  

The  emerging  informa,on  professional  

•  The  vast  majority  of  organiza6ons  see  the  need  to  manage  informa6on  as  an  enterprise  resource  rather  than  in  separate  "silos,"  departments  or  systems,  but  they  don't  know  how  to  begin  to  address  the  challenge,  as  it  is  so  large...  

•  Professional  roles  focused  on  informa6on  management  will  be  different  to  that  of  established  IT  roles.    

•  An  "informa6on  professional"  will  not  be  one  type  of  role  or  skill  set,  but  will  in  fact  have  a  number  of  specializa6ons.  

–  Deb  Logan  and  Regina  Casonata,  Gartner  

Who  are  these  people?  This  is  our  target  market.  

Risk/Liability  Focus  IT  Legal  professional  

Records  Manager  

Digital  Archivist  

Value  Focus  

Business  Process  Owners  

Business  Analyst  

Knowledge  Manager  

Informa,on/Data  Scien,st  

Governance  Focus  Ent  Informa,on  Manager  

Info/Data  Stewards  

Ent  Informa,on  Architect  

Social  Focus   Informa,on  Curators  

Community  Managers  Most  roles  from  Deb  Logan  and  Regina  Casonata,  Gartner  

The  7  business  problems  facing  informa,on  professionals  

•  Do you help your organization build strategies to …

1.  Deliver the right information in the right context? 2.  Improve information sharing and collaboration? 3.  Improve enterprise search? 4.  Analyze information to find business opportunities? 5.  Make sure information is private and secure? 6.  Meet records and compliance requirements? 7.  Streamline and automate processes?

How  can  we  address  the  pain  points  of  these  informa,on  professionals?  

1  -­‐-­‐  Through  market  educa,on  and  evangelism  in  the  context  of  the  procurement  cycle  

Awareness  

Planning  

Selec,on  

Implementa,on  

Use  themes  to  tell  a  story,  link  products,  and  align  sales/marke,ng  

Industry Watch

ECM Seminar Webinars 2 for each topic; 1 focus on the report substance, the other a solution provider showcase.

Prof toolkits (use as prof member benefit and as a comp/draw for other activities)

Summits (and Board meeting)

Process Revolution – Moving Your Business from Paper to PCs to Tablets

FEB 6 cities spring MAY 7 cities fall OCT

Do 1 to promote spring roadshow (APR) and then reuse in SEP

MAR

Big Data – Extracting Value from Digital Landfills

APR 1 in MAY, 1 in JUN MAY JUN

Solving the SharePoint Puzzle — Adding the Right Missing Pieces

JUN 1 in JUL, 1 in AUG JUL

Faster, Simpler, Smarter – Collaborating and Processing in the Cloud

AUG 1 in SEP, 1 in OCT

SEP SEPT

Social in the Flow — Transforming Processes

OCT 1 in NOV, 1 in DEC NOV DEC

Would  also  ,e  to  training  and  to  public  presenta,ons  and  to  PR  strategy…  

TRAINING  and  DESIGNATION  (Prac,,oner,  Specialist,  Master)  for  deep  dives  into  segments  of  informa,on  management  

2  -­‐-­‐  By  providing  deep  dive  training  within  par,cular  informa,on  management  disciplines  

 

TRAINING  and  DESIGNATION  (Prac,,oner,  Specialist,  Master)  for  deep  dives  into  segments  of  informa,on  management  

3  -­‐-­‐  By  codifying  the  core  body  of  knowledge,  cer,fying  mastery,  and  promo,ng  the  informa,on  management  profession  

 

TRAINING  and  DESIGNATION  (Prac,,oner,  Specialist,  Master)  for  deep  dives  into  segments  of  informa,on  management  

Access/  Use  

Capture/Manage  

Collaborate/Deliver  

Secure/Preserve  

Architecture/Systems  

Plan/Implement  

Enterprise  search,  Business  intelligence,  Master  data  management,  Text  analy,cs  

Informa,on  capture,  BPM,  KM,  Email  management,  Content  management  

Collabora,on,  Social  media,  Info  workplace,  IM,  Telecommu,ng  support,  Web  conferencing  

Security,  RM,  Data  privacy,  DRM,  Archiving,  eDiscovery  

Info  architecture,  Technical  architecture,  Cloud  compu,ng,  Mobile  apps,  Websites  and  portals  

Strategic  planning,  Building  business  case,  Impl  planning,  Req  def,  Solu,on  design,  Change  mgmt  

DOMAINS   FOCUS  AREAS  

PROFESSIONAL  CERTIFICATION  covering  the  broad  based  body  of  knowledge  that  every  informa,on  professional  needs  to  understand.  

What  would  I  do  if  I  were  you?  –  8  things  1.  Speak  at  a  local  AIIM  road  show.  2.  Pick  a  training  specialty/deep  dive.  Get  us  to  come  in  and  do  the  

Prac,,oner  training  in  YOUR  PLACE.  Shamelessly  use  the  Prac,,oner  logo  all  over  your  stuff  –  web  site,  business  cards.  

3.  Get  everyone  on  staff  to  get  the  new  Informa,on  Cer,fica,on.    Diko  above.  

4.  Lobby  AIIM  to  create  some  sport  of  “preferred  provider”  branding  reflec,ng  above  commitment  to  training/competency.  

5.  Download  the  relevant  AIIM  Industry  Watch  research  papers  and  presenta,ons  (coming  soon)  and  use  them  in  your  presenta,ons  and  PR.  

6.  Assemble  the  relevant  Informa,on  Cer,fica,on  YouTube  videos  (and  powerpoints)  on  YOUR  web  site  and  add  your  own  propaganda  marke,ng  materials  to  them.  

7.  Think  about  how  YOU  can  use  the  AIIM  informa,on  professional  posi,oning  to  your  advantage.  

8  -­‐-­‐  Posi,on  against  coolness  

Intro<space>vendor  name  to  vote  for  the  DMSPEF  idol  to  22333.  

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