ECM State of the Industry

Robert Nelson

Strategic Services Director

Crown Partners

Agenda

• ECM Industry Past

• ECM Today

• ECM in the future– Near term – Where are we going

Enterprise Content Management (ECM)

ECM = the tools and technologies used to:• Capture - move content (in any form) into your

repositories for reuse or retirement• Manage - move the content around the organization to

drive applications and processes• Store - Put the content in a logical place for easy access• Preserve - hold the content for long term archival and

storage needs• Deliver - get the content to the right audience at the right

time on the right device

Or • ECM = The mass of unmanaged electronic stuff in your

organization

The ECM Industry Past

1990 -19931990 -1993 1993 - 19981993 - 1998 1998 - 20051998 - 2005 2005 - 20082005 - 2008

Primarily imaging & workflow systems,

very proprietary

Moving into mass market, Windows 3.0

provides key interface, consolidation of Doc

Mgmt, Imaging/Workflow

Beginning of the movement to browser based, introduction of the need for web content mgmt

Consolidation of the industry, entry of the platform vendors;

IBM, EMC, Microsoft, Oracle, etc

ECM just 4 years agoGartner ECM Magic Quadrant October 2004

ECM Today, Gartner ECM Magic Quadrant, 2007

Current State of the ECM Industry

• A Period of Change

• We are seeing a movement from a Product focused industry to a "Platform focused Industry"

• And a movement from relativity high cost per seat to one of relatively low cost per seat

ECM in Boise

• Installations

• Initiatives

• Firms supplying solutions and services

Awareness is high

How important is managing electronic information to an organizations effectiveness?

Extremely important

44%

Very Important

28%

Important 16%

Somewhat important

8%

Not important

4%

Source AIIM State of the Industry Survey

However, Is the ROI on ECM better or worse than other IT investments

• 25% Better• 47% about the

same• 28% worse

How important is it in your organization to justify records & doc mgmt w/ hard dollar

savings

38%

36%

18%

4%4% Very Important

Somewhat important

Somewhatunimportant

Not important at all

Don't know

How confident are you that your electronic information is accurate, trustworthy and accessible.

• In a recent study conducted by AIIM 58% were "slightly confident" or "not confident at all"

• Dec 1 2006 Federal Rules of Civil Procedures 26 & 34 went into effect. Term introduced "Electronically stored information” (and a new acronym ESI) rather than the old phrase that had been in effect for over 30 years of "data compilation". ESI is identified as a distinctive category of information, subject to discovery obligation on par with 'documents'

ECM Industry of the Future

• Every day, we create and store more information (in digital format) than has been stored for most of our history on paper. (John Batelle: The Search)

• Univ of Cal Berkley study 93% of new documents or information is created and stored in electronic format (hard drives mostly) (UC

Berkley: How much Information 2003)• However paper continues to be a growth industry

– 'We believe that paper based information will continue to grow, not in spite of, but because of new 'paperless' technologies such as e-mail and the internet...“ (From the Iron

Mountain 10-K report to the SEC)

Tactically what is the short term future

And what do people see using ECM for in the next 12 - 18 month

77%

62%

40%

39%

RM & Archiving

Email Mgmt

Businesscontinuity/risk

mgmt

Statutory &Regulatorycompliance

Source AIIM State of the Industry Survey

ECM for the Masses

Adoption

Historic ECM Adoption 4% Future Adoption 80%

Challenges to the future success of ECM

What are the 3 biggest challenges to implementing ECM

• Change Mgmt 30%• Justifying the investment 28%• Getting employee commitment 24% (which

ties back to effective change mgmt)Once the systems are in, the top 3 problems in

managing a records or document mgmt system• Underestimated process & organizational

issues 40%• Lack of knowledge & training 31%• Uneven usage due to poor governance 31%

Where are we going from here

Is there going to be a ‘ECM’ Industry in 4 more years?

Who is not on this list?

•Open Source

•Google

Questions?

Copies of presentation or follow up

• Robert Nelson

rnelson@crownpartners.com