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The Future of ECM: new models for success

Presented April 29, 2015

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About AIIM

AIIM is the Global Community of Information Professionals

AIIM believes that the information systems we use at work should be simple, secure,

and available anywhere, anytime, and on any device.

Our mission is to improve organizational

performance by empowering a community of leaders committed to information-driven

innovation.

Learn more at www.aiim.org

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The Future of ECM: new models for success

AIIM Presents:

Host: John Mancini, President AIIM

Panelists: Cengiz Satir, VP Product Management

Iron Mountain

Lubor Ptacek, Vice President of Product Marketing OpenText

Rob Hamilton, Global Vice President and Digital Market Leader

Recall

Andrea Chiappe, Director of Innovation and Strategy Systemware

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AIIM15 – the tribe

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Structure of this webinar

I will give a short overview of some of the lessons that I see.

I went through all of the AIIM15 presentations and identified a FEW representative slides for each of our core business issues – risk, engagement, automation, and insight – to trigger discussion.

We’ll have a Lightning Round Panel of Experts to address them.

Don’t be distracted by the timer clocks on the slides – we really do mean “lightning round”!

Then briefly hear from our Panel of Experts.

Of course, we’ll take questions at the end. And ask YOU for your “Lesson Learned”.

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Enterprise

• BECOMING… • Mobile • Global • Open • Engaged • Agile • Adaptive

Content

• BECOMING… • Complex • Invaluable • An asset • Source of

advantage

Management

• BECOMING… • Social • Collaborative • Open • Flexible • Inclusive

Why does “ECM” seem to no longer fit?

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Every organization, every executive, every individual, every object is on a digital journey and

content and information are at the heart of that journey. Content is ubiquitous and critical, but ECM is rapidly becoming invisible.”

--Thornton May

“

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Whatever we call it, organizations are desperate for best practices

– and for digital transformation heroes – amidst the chaos of this new era.

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New RISK models

New GOVERNANCE models

New SUCCESS models

New UNCERTAINTY models

New SKILLS models

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Deciding where to let go is a key element in managing overall risk. You

need to decide what are actually corporate assets, and push processes

to make sure they live in a specific place. There are not enough people to

manage the volume. Make sure you get that foundational layer right.”

--Michael Coleman, SVP & CIO at

Comporium Communications

“

New RISK models

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All this data is like the junk in the garage. You might spend one day working on it, but you’re not going to make it your life. Decide how much you are going to spend per year to mitigate the risk and move on. You

are always going to have paint cans in the back of the garage.”

--John Leggate, Managing Partner, Quintal Partners (former CIO of BP)

“

New GOVERNANCE models

--Karen Green, CIO Brooks Rehabilitation New SUCCESS models

DATA • vital signs

INFORMATION • viewing data in

context

KNOWLEDGE • recognizing

patterns in the data

WISDOM • validating our

information syntheses

All of the new payment options we face have emerged from outside the industry. This is disrupting the financial sector. If your disruptor can come from so outside

your sector, how do you plan for that? There are now 400 different digital

currencies around the world -- all totally unregulated.”

--Greg Keeling, Senior Compliance Officer at the BMO Financial Group

“

New UNCERTAINTY models

New SKILLS models

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Risk

• Mark Diamond from Contoural on the typical “process” to “launch” governance?

• How common is this? How often do projects sink before they ever get started?

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Risk

• Bob Williams from Cohasset Associates on legal admissibility. • Do your customers understand this point? How often does it come

up? Is more education needed?

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Risk

• Robin Hasty & Bob Posert from Wells Fargo on policy changes necessary to drive governance and Monica Crocker on same topic.

• Can you talk about the benefits of a “big bucket” approach and how organizations have made this transition?

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• Barry Byrne from the Irish Defense Forces on knowledge sharing. • How common is this – a situation where rather than encouraging

knowledge sharing, technology keeps it from happening?

Engage

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• Matt Varney from Kentucky Community College System • How important is Search to creating a meaningful experience in

dealing with information chaos?

Insight

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• Alan Pelz-Sharpe from 451 Research • Is file sync and share the prism through which we need to look at

ECM?

Insight

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• Rich Medina and Lane Severson from Doculabs • The 3 core dimension of any ECM initiative – their core

recommendation – move in only 1 dimension at a time! How common is it for customers to try to do too much, too quickly?

Automation

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• From Laurie Fischer at Huron re change management. • Again, there are lots of stalled ECM initiatives out there. • How effective are your customers at dealing with the change

management issues associated with ECM initiatives?

Automation

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A word from our sponsors…

© 2014 Iron Mountain Incorporated. All rights reserved. Iron Mountain and the design of the mountain are registered trademarks of Iron Mountain Incorporated. All other trademarks and registered trademarks are the property of their respective owners.

For more information visit: www.ironmountain.com/thoughtleadership Contact Us: http://www.ironmountain.com/Contact-Us 800.899.4766 (IRON)

OpenText Confidential. ©2014 All Rights Reserved. 25

ECM can work! Learn more about how OpenText ECM solutions enhance governance and amplify value at:

http://www.opentext.com/infogov Lubor Ptacek @lptacek lptacek@opentext.com

THANK YOU

© 2015 Recall Corporation. Proprietary & Confidential

Your Information. Securely Managed.

♦ $850M publicly-traded company solely focused on information management

♦ More than 300 locations in 24 countries across 5 continents, over 5,000 employees and with over 80,000 customer accounts

♦ Comprehensively secure, manage and govern physical and digital information, with visibility, access and control through a customer centered service platform

Kick-start your information governance (IG) journey at a manageable and affordable scale.

http://www.recall.com/information-governance

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Questions?

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AIIM Staff

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AIIM Resources

www.aiim.org/research

Download AIIM Studies

aiim.org/training

• Enterprise Content Management Improve customer and staff engagement, ensure compliance, and automate business processes.

• Business Process Management Map, design, and automate operational processes for your organization using a combination of strategies, change management, and technologies.

• Taxonomy & Metadata Optimize navigation, findability, and information discovery through content classification.

• Information Governance Create an information accountability framework that reduces costs, manages risk, and optimizes value.

• Managing Records & eDiscovery with SharePoint 2013 Manage records, ensure compliance, and prepare for civil litigation requests.

• Electronic Records Management Know what to keep and what to discard as volume, variety, and velocity of digital information intensifies.

AIIM Training

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