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In	
  associa)on	
  with:	
  	
   Presented	
  
My	
  2015	
  Predic)ons	
  for	
  	
  
Informa)on	
  Management:	
  	
  
Who	
  Will	
  the	
  Leaders	
  Be	
  in	
  Your	
  Organiza)on?	
  
Presented	
  December	
  18,	
  2014	
  
In	
  associa)on	
  with:	
  	
   Presented	
  
My	
  2015	
  Predic)ons	
  for	
  Informa)on	
  Management:	
  	
  
Who	
  Will	
  the	
  Leaders	
  Be	
  in	
  Your	
  Organiza)on?	
  
Host:	
  Theresa	
  Resek	
  
Director	
  
AIIM	
  
John	
  Mancini	
  
President	
  
AIIM	
  
David	
  Jenness	
  
Marke9ng	
  Manager,	
  ECM,	
  	
  
Informa9on	
  and	
  Analy9cs	
  	
  
IBM	
  SoDware	
  Group	
  
AIIM	
  Presents:	
  
AIIM Vision:
Information at work that is simple,secure,and available
anywhere,anytime,and on any device.
AIIM’s mission is to improve organizational performance by
empowering a community of leaders committed to
information-driven innovation.
The Big Bang
CONSUMERIZATION is transforming what users expect from
applications and
how we deliver them.
We are now in the era of user-centric IT.
CLOUD AND MOBILE are creating an expectation of
anywhere,anytime access and transforming how we engage
with customers and employees.
	
  
THE INTERNET OF THINGS is generating massive amounts
of new data and information,creating enormous new
challenges and opportunities.
The Impact…“Our processes are broken,we are buried in
information and it is killing our ability to satisfy our
customers.”
Process workers –“Quit making us enter the same
information in five different spreadsheets.”
Knowledge workers –“We’re drowning in information but
thirsty for knowledge.”
Security officers –“Information is leaking out of the
organization at every turn.”
Records managers and lawyers –“The volume of
information that is beyond our ability to control is
increasing business risk and exposure.”
IT people –“We can’t keep up with the demands of the
business and they are working around us rather than with
us.”
The C-Suite –“We are spending so much effort just keeping
the lights on that I am afraid we will miss the next wave of
technology and be left behind.”
How do I turn Information Chaos into Information
Opportunity?
•  42% ènot confident about what is safe to delete.
•  43% èautomated classification is the only way to deal with
rapidly increasing information volumes.
•  40% èmoving from a traditional RM view to a much wider IG
view.
•  47% èuniversal search and compliant e-discovery is becoming
near impossible.
All	
  data	
  from	
  AIIM	
  Industry	
  Watch	
  
•  63% èInternal collaboration is “crucial.”
•  39% èexternal collaboration badly supported.
•  16% èconfused by the options and pace of change.
•  Less than 25% have any document create,edit or workflow
capability on mobile,although 85% would like to have it.
All	
  data	
  from	
  AIIM	
  Industry	
  Watch	
  
•  51% èhalf or more of their business processes are not straightforward or
predictable.
•  58% ècase handling system vital or very important to their customer
experience management.
•  41% èamount of paper decreasing; but still increasing for 19%.
•  More enterprise content sits outside ECM systems than in.
All	
  data	
  from	
  AIIM	
  Industry	
  Watch	
  
•  71% èsearch is vital or essential,yet only 18% have cross
repository search capabilities.
•  Beyond SharePoint,intranet and ECM systems,most content is
beyond the scope of the search tools.
•  34% èBig data will be an “essential”capability.
•  Biggest challenges èconnecting and linking systems and lack of
in-house expertise.
All	
  data	
  from	
  AIIM	
  Industry	
  Watch	
  
HERE ARE THE BUSINESS CHALLENGES FACING
ORGANIZATIONS AS THEY DEAL WITH INFORMATION
CHAOS…
IS THERE A WAY TO THINK ACROSS THESE ISSUES TO
CREATE MORE SUCCESSFUL OUTCOMES?
In	
  associa9on	
  with:	
  	
   Presented	
  by:	
  	
  
IBM	
  Insight2014	
  –	
  Emerging	
  Trends	
  in	
  ECM	
  
Companies	
  re-­‐engineering	
  to	
  be	
  more	
  Customer-­‐Centric	
  
§  Access	
  to	
  content	
  anywhere	
  –	
  Cloud/Mobile	
  
§  Case	
  Management	
  for	
  Systems	
  of	
  Engagement	
  
§  Analy9cs	
  to	
  create	
  Systems	
  of	
  Insight	
  
§  Con9nued	
  growth	
  of	
  mul9channel	
  to	
  mul9lingual	
  	
  
In	
  associa9on	
  with:	
  	
   Presented	
  by:	
  	
  
Re-­‐engineering	
  to	
  be	
  more	
  Customer-­‐Centric	
  
Common	
  themes:	
  
•  Branch	
  automa9on	
  with	
  distributed	
  
capture	
  
•  Integrated	
  capture	
  and	
  case	
  
management	
  
•  Increasing	
  self-­‐service	
  applica9ons	
  
•  IT	
  and	
  LOB	
  collabora9ng	
  bePer	
  
through	
  Shared	
  Services	
  
architectures	
  and	
  Centers	
  of	
  
Excellence	
  
In	
  associa9on	
  with:	
  	
   Presented	
  by:	
  	
  
Strategy	
  balances	
  inside-­‐out	
  and	
  outside-­‐in	
  views	
  
Primary	
  Business	
  Impera)ves	
  
Ins)tu)onal	
   Asia	
  Retail	
  
Australia	
  
Retail	
  
New	
  
Zealand	
  
Retail	
  
and	
  enabled	
  through	
  three	
  founda)onal	
  priori)es.	
  
Infrastructure	
   Integra)on	
  
Security	
  &	
  
Authen)ca)on	
  
supported	
  by	
  global	
  business	
  capabili)es	
  
Customer	
   Payments	
   Informa)on	
  
Corporate	
  
Centre	
  
Opera)ons	
  
Bank Focused
A bank-centric, “inside-out” view,
driving scale efficiencies and controls.
Customer Focused
A customer-centric, “outside-in” view,
based on customer outcomes.
Customer-centric solution aligns with a number of these drivers
In	
  associa9on	
  with:	
  	
   Presented	
  by:	
  	
  
	
  	
  
Review	
  &	
  
Verify	
  
Source	
  
Transform	
  
Deliver	
  
Case	
  Management	
  &	
  	
  
Line	
  of	
  Business	
  
applica)ons	
  
Mul)channel	
  
Capture	
  
Trailing	
  
Documents	
  
Banks	
  integrate	
  Capture	
  and	
  Case	
  for	
  improved	
  
customer	
  experience	
  	
  
Classify	
  
OCR	
  Recogni)on	
  
Analyze	
  
•  Loans	
  
•  Travel	
  card	
  
authoriza9ons	
  
•  New	
  accounts	
  
•  Wealth	
  
management	
  
accounts	
  
•  Account	
  
Servicing	
  
In	
  associa9on	
  with:	
  	
   Presented	
  by:	
  	
  
Shared	
  Service	
  Model	
  Overview	
  
Leveraging Economy of Scale and Reusability
IT	
  Management	
  
Stakeholders,	
  Users,	
  
Finance,	
  Opera9ons	
  
Collabora9on,	
  
Know-­‐how	
  and	
  	
  
Management	
  
In	
  associa9on	
  with:	
  	
   Presented	
  by:	
  	
  
Shared	
  Services	
  Benefits	
  
IT	
  Delivers	
  on	
  its	
  promise	
  of	
  faster	
  deployments	
  
Reduced	
  Timeline	
  
	
  
•  Standard	
  Opera9onal	
  model	
  
and	
  solu9on	
  paPerns	
  lead	
  to	
  
Best	
  Prac9ces	
  
•  Reuse	
  of	
  services	
  components	
  	
  
Reduced	
  Risk	
  
•  Proven	
  process	
  and	
  technology	
  
components	
  reduce	
  risk	
  
•  Standardiza9on	
  eliminates	
  
specializa9on	
  
•  Fewer	
  Varia9ons	
  require	
  less	
  
changes	
  and	
  tes9ng	
  
Reduced	
  Cost	
  
•  Services	
  are	
  developed	
  once,	
  
used	
  many	
  9mes	
  
•  Training	
  costs	
  lowered	
  with	
  
standardiza9on	
  
•  Common	
  capabili9es	
  deployed	
  
to	
  mul9ple	
  business	
  units	
  
In	
  associa9on	
  with:	
  	
   Presented	
  by:	
  	
  
Access	
  to	
  Content	
  Anywhere	
  
§ GuideOne	
  Insurance	
  gives	
  lawyers	
  
in	
  the	
  courtroom	
  remote	
  access	
  to	
  
their	
  document	
  management	
  
system	
  with	
  an	
  iPad	
  
§ Ceva	
  enables	
  its	
  workers	
  access	
  to	
  
content	
  in	
  the	
  cloud	
  
§ Mobile	
  case	
  applica9ons	
  from	
  
FutureWorkshops	
  
Cloud	
  and	
  Mobile	
  Transforma9on	
  
In	
  associa9on	
  with:	
  	
   Presented	
  by:	
  	
  
Analy)cs	
  for	
  Systems	
  of	
  Insight	
  
*Natural	
  Language	
  Programming	
  
Text	
  Analy9cs	
  is	
  the	
  basis	
  for	
  Content	
  Analy9cs	
  
In	
  associa9on	
  with:	
  	
   Presented	
  by:	
  	
  
Smart	
  Archiving	
  –	
  City	
  of	
  Lah)	
  
ECM integrated with
GIS:
Documents linked
to map, map linked
to documents
What	
  makes	
  it	
  “smart”	
  –	
  Automated	
  document	
  classifica9on	
  
In	
  associa9on	
  with:	
  	
   Presented	
  by:	
  	
  
Ci)zen	
  Needs	
  a	
  Building	
  Permit	
  –	
  Manual	
  Process	
  
In	
  associa9on	
  with:	
  	
   Presented	
  by:	
  	
  
Ci)zen	
  Needs	
  a	
  Building	
  Permit	
  –	
  Electronic	
  Process	
  
In	
  associa9on	
  with:	
  	
   Presented	
  by:	
  	
  
City	
  of	
  Zurich	
  Homicide	
  Inves)ga)ons	
  
In	
  associa9on	
  with:	
  	
   Presented	
  by:	
  	
  
Systems	
  of	
  Insight	
  at	
  Amgen	
  
Enables	
  faster,	
  deeper	
  and	
  new	
  insights,	
  regardless	
  of	
  star9ng	
  point	
  for	
  an	
  
inves9ga9on	
  
Product Complaints vs Raw Materials
1.	
  
2.	
  
3.	
  
In	
  associa9on	
  with:	
  	
   Presented	
  by:	
  	
  
NASA	
  uses	
  Watson	
  Content	
  Analy)cs	
  to	
  
support	
  research	
  
Natural language processing of international multimedia scientific
information
How Do NASA Scientists Benefit?
§ Read Relevant Scientific Literature in Foreign Languages
§  Global Knowledge Assistant understands Chinese, Russian, and other languages
§ Collaborate and Work Smarter
§  Enable recommendations as to highest quality information (like Amazon)
§  Connect scientists working in related fields using different terminology
§ Deep Domain Q&A
§ Give scientists the ability to ask questions and get answers
§ Expand to Other Types of Multimedia Content
§  Understands mathematical formulae, images, figures, tables, and videos
§  Machine-enabled ideation & evaluation; increase research productivity
©	
  2014	
  IBM	
  Corpora9on	
  
Have	
  Ques)ons?	
  	
  Need	
  Help?	
  Connect	
  with	
  us	
  Today!	
  
	
  
	
  
	
  
David	
  Jenness	
  
Marke9ng	
  Manager,	
  ECM,	
  	
  
Informa9on	
  and	
  Analy9cs	
  	
  
IBM	
  SoDware	
  Group	
  
	
  
djenness@us.ibm.com	
  
	
  
In	
  associa)on	
  with:	
  	
   Presented	
  
Ques)ons?	
  
Free	
  Download:	
  It's	
  Not	
  Informa9on	
  
Governance,	
  It's	
  Informa9on	
  Opportunity	
  
Find out what happened when we posed a
series of information governance
hypotheses/trends to 52 senior executives
from organizations that buy and sell
information technology solutions.
Get	
  Your	
  Free	
  Download	
  
In	
  associa)on	
  with:	
  	
   Presented	
  
As	
  the	
  Global	
  Community	
  for	
  Informa9on	
  Professionals,	
  
join	
  us	
  here	
  
•  AIIM’s	
  Resource	
  Centers	
  –	
  www.aiim.org/resource-­‐centers	
  	
  
•  AIIM's	
  Blogging	
  Community	
  –	
  hcp://community.aiim.org	
  	
  	
  
•  LinkedIn	
  Group	
  –	
  
www.linkedin.com/groups/AIIM-­‐Global-­‐Community-­‐Informa)on-­‐
Professionals-­‐3698	
  	
  
•  Twicer	
  –	
  www.aiim.org/Connect/Twicer	
  	
  
•  Facebook	
  –	
  www.facebook.com/aiimcommunity	
  	
  
•  Digital	
  Landfill	
  –	
  hcp://info.aiim.org/digital-­‐landfill	
  	
  
Connect	
  with	
  AIIM	
  
In	
  associa)on	
  with:	
  	
   Presented	
  
	
  
To	
  take	
  our	
  Survey,	
  click	
  on	
  the	
  link	
  in	
  the	
  Resources	
  tab	
  
at	
  the	
  boPom	
  of	
  your	
  screen.	
  
	
  
Tell	
  us	
  how	
  we	
  did	
  today,	
  	
  
and	
  offer	
  sugges9ons	
  for	
  topics	
  of	
  future	
  events.	
  
Survey	
  
In	
  associa)on	
  with:	
  	
   Presented	
  
Upcoming	
  Webinars	
  
Register	
  Today	
  at	
  	
  	
  
www.aiim.org/webinars	
  	
  
View	
  our	
  library	
  of	
  Webinars	
  On	
  Demand	
  
www.aiim.org/WebinarsOnDemand	
  	
  
January	
  28,	
  2015	
  
Bridging	
  Email	
  and	
  Enterprise	
  Content	
  Management	
  for	
  a	
  
Holis9c	
  View 	
  	
  
	
  

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John Mancini's Predictions for Information Management in 2015

  • 1. In  associa)on  with:     Presented   My  2015  Predic)ons  for     Informa)on  Management:     Who  Will  the  Leaders  Be  in  Your  Organiza)on?   Presented  December  18,  2014  
  • 2. In  associa)on  with:     Presented   My  2015  Predic)ons  for  Informa)on  Management:     Who  Will  the  Leaders  Be  in  Your  Organiza)on?   Host:  Theresa  Resek   Director   AIIM   John  Mancini   President   AIIM   David  Jenness   Marke9ng  Manager,  ECM,     Informa9on  and  Analy9cs     IBM  SoDware  Group   AIIM  Presents:  
  • 3. AIIM Vision: Information at work that is simple,secure,and available anywhere,anytime,and on any device.
  • 4. AIIM’s mission is to improve organizational performance by empowering a community of leaders committed to information-driven innovation.
  • 6. CONSUMERIZATION is transforming what users expect from applications and how we deliver them. We are now in the era of user-centric IT.
  • 7. CLOUD AND MOBILE are creating an expectation of anywhere,anytime access and transforming how we engage with customers and employees.  
  • 8. THE INTERNET OF THINGS is generating massive amounts of new data and information,creating enormous new challenges and opportunities.
  • 9. The Impact…“Our processes are broken,we are buried in information and it is killing our ability to satisfy our customers.”
  • 10. Process workers –“Quit making us enter the same information in five different spreadsheets.”
  • 11. Knowledge workers –“We’re drowning in information but thirsty for knowledge.”
  • 12. Security officers –“Information is leaking out of the organization at every turn.”
  • 13. Records managers and lawyers –“The volume of information that is beyond our ability to control is increasing business risk and exposure.”
  • 14. IT people –“We can’t keep up with the demands of the business and they are working around us rather than with us.”
  • 15. The C-Suite –“We are spending so much effort just keeping the lights on that I am afraid we will miss the next wave of technology and be left behind.”
  • 16. How do I turn Information Chaos into Information Opportunity?
  • 17. •  42% ènot confident about what is safe to delete. •  43% èautomated classification is the only way to deal with rapidly increasing information volumes. •  40% èmoving from a traditional RM view to a much wider IG view. •  47% èuniversal search and compliant e-discovery is becoming near impossible. All  data  from  AIIM  Industry  Watch  
  • 18. •  63% èInternal collaboration is “crucial.” •  39% èexternal collaboration badly supported. •  16% èconfused by the options and pace of change. •  Less than 25% have any document create,edit or workflow capability on mobile,although 85% would like to have it. All  data  from  AIIM  Industry  Watch  
  • 19. •  51% èhalf or more of their business processes are not straightforward or predictable. •  58% ècase handling system vital or very important to their customer experience management. •  41% èamount of paper decreasing; but still increasing for 19%. •  More enterprise content sits outside ECM systems than in. All  data  from  AIIM  Industry  Watch  
  • 20. •  71% èsearch is vital or essential,yet only 18% have cross repository search capabilities. •  Beyond SharePoint,intranet and ECM systems,most content is beyond the scope of the search tools. •  34% èBig data will be an “essential”capability. •  Biggest challenges èconnecting and linking systems and lack of in-house expertise. All  data  from  AIIM  Industry  Watch  
  • 21. HERE ARE THE BUSINESS CHALLENGES FACING ORGANIZATIONS AS THEY DEAL WITH INFORMATION CHAOS… IS THERE A WAY TO THINK ACROSS THESE ISSUES TO CREATE MORE SUCCESSFUL OUTCOMES?
  • 22. In  associa9on  with:     Presented  by:     IBM  Insight2014  –  Emerging  Trends  in  ECM   Companies  re-­‐engineering  to  be  more  Customer-­‐Centric   §  Access  to  content  anywhere  –  Cloud/Mobile   §  Case  Management  for  Systems  of  Engagement   §  Analy9cs  to  create  Systems  of  Insight   §  Con9nued  growth  of  mul9channel  to  mul9lingual    
  • 23. In  associa9on  with:     Presented  by:     Re-­‐engineering  to  be  more  Customer-­‐Centric   Common  themes:   •  Branch  automa9on  with  distributed   capture   •  Integrated  capture  and  case   management   •  Increasing  self-­‐service  applica9ons   •  IT  and  LOB  collabora9ng  bePer   through  Shared  Services   architectures  and  Centers  of   Excellence  
  • 24. In  associa9on  with:     Presented  by:     Strategy  balances  inside-­‐out  and  outside-­‐in  views   Primary  Business  Impera)ves   Ins)tu)onal   Asia  Retail   Australia   Retail   New   Zealand   Retail   and  enabled  through  three  founda)onal  priori)es.   Infrastructure   Integra)on   Security  &   Authen)ca)on   supported  by  global  business  capabili)es   Customer   Payments   Informa)on   Corporate   Centre   Opera)ons   Bank Focused A bank-centric, “inside-out” view, driving scale efficiencies and controls. Customer Focused A customer-centric, “outside-in” view, based on customer outcomes. Customer-centric solution aligns with a number of these drivers
  • 25. In  associa9on  with:     Presented  by:         Review  &   Verify   Source   Transform   Deliver   Case  Management  &     Line  of  Business   applica)ons   Mul)channel   Capture   Trailing   Documents   Banks  integrate  Capture  and  Case  for  improved   customer  experience     Classify   OCR  Recogni)on   Analyze   •  Loans   •  Travel  card   authoriza9ons   •  New  accounts   •  Wealth   management   accounts   •  Account   Servicing  
  • 26. In  associa9on  with:     Presented  by:     Shared  Service  Model  Overview   Leveraging Economy of Scale and Reusability IT  Management   Stakeholders,  Users,   Finance,  Opera9ons   Collabora9on,   Know-­‐how  and     Management  
  • 27. In  associa9on  with:     Presented  by:     Shared  Services  Benefits   IT  Delivers  on  its  promise  of  faster  deployments   Reduced  Timeline     •  Standard  Opera9onal  model   and  solu9on  paPerns  lead  to   Best  Prac9ces   •  Reuse  of  services  components     Reduced  Risk   •  Proven  process  and  technology   components  reduce  risk   •  Standardiza9on  eliminates   specializa9on   •  Fewer  Varia9ons  require  less   changes  and  tes9ng   Reduced  Cost   •  Services  are  developed  once,   used  many  9mes   •  Training  costs  lowered  with   standardiza9on   •  Common  capabili9es  deployed   to  mul9ple  business  units  
  • 28. In  associa9on  with:     Presented  by:     Access  to  Content  Anywhere   § GuideOne  Insurance  gives  lawyers   in  the  courtroom  remote  access  to   their  document  management   system  with  an  iPad   § Ceva  enables  its  workers  access  to   content  in  the  cloud   § Mobile  case  applica9ons  from   FutureWorkshops   Cloud  and  Mobile  Transforma9on  
  • 29. In  associa9on  with:     Presented  by:     Analy)cs  for  Systems  of  Insight   *Natural  Language  Programming   Text  Analy9cs  is  the  basis  for  Content  Analy9cs  
  • 30. In  associa9on  with:     Presented  by:     Smart  Archiving  –  City  of  Lah)   ECM integrated with GIS: Documents linked to map, map linked to documents What  makes  it  “smart”  –  Automated  document  classifica9on  
  • 31. In  associa9on  with:     Presented  by:     Ci)zen  Needs  a  Building  Permit  –  Manual  Process  
  • 32. In  associa9on  with:     Presented  by:     Ci)zen  Needs  a  Building  Permit  –  Electronic  Process  
  • 33. In  associa9on  with:     Presented  by:     City  of  Zurich  Homicide  Inves)ga)ons  
  • 34. In  associa9on  with:     Presented  by:     Systems  of  Insight  at  Amgen   Enables  faster,  deeper  and  new  insights,  regardless  of  star9ng  point  for  an   inves9ga9on   Product Complaints vs Raw Materials 1.   2.   3.  
  • 35. In  associa9on  with:     Presented  by:     NASA  uses  Watson  Content  Analy)cs  to   support  research   Natural language processing of international multimedia scientific information How Do NASA Scientists Benefit? § Read Relevant Scientific Literature in Foreign Languages §  Global Knowledge Assistant understands Chinese, Russian, and other languages § Collaborate and Work Smarter §  Enable recommendations as to highest quality information (like Amazon) §  Connect scientists working in related fields using different terminology § Deep Domain Q&A § Give scientists the ability to ask questions and get answers § Expand to Other Types of Multimedia Content §  Understands mathematical formulae, images, figures, tables, and videos §  Machine-enabled ideation & evaluation; increase research productivity
  • 36. ©  2014  IBM  Corpora9on   Have  Ques)ons?    Need  Help?  Connect  with  us  Today!         David  Jenness   Marke9ng  Manager,  ECM,     Informa9on  and  Analy9cs     IBM  SoDware  Group     djenness@us.ibm.com    
  • 37. In  associa)on  with:     Presented   Ques)ons?  
  • 38. Free  Download:  It's  Not  Informa9on   Governance,  It's  Informa9on  Opportunity   Find out what happened when we posed a series of information governance hypotheses/trends to 52 senior executives from organizations that buy and sell information technology solutions. Get  Your  Free  Download  
  • 39. In  associa)on  with:     Presented   As  the  Global  Community  for  Informa9on  Professionals,   join  us  here   •  AIIM’s  Resource  Centers  –  www.aiim.org/resource-­‐centers     •  AIIM's  Blogging  Community  –  hcp://community.aiim.org       •  LinkedIn  Group  –   www.linkedin.com/groups/AIIM-­‐Global-­‐Community-­‐Informa)on-­‐ Professionals-­‐3698     •  Twicer  –  www.aiim.org/Connect/Twicer     •  Facebook  –  www.facebook.com/aiimcommunity     •  Digital  Landfill  –  hcp://info.aiim.org/digital-­‐landfill     Connect  with  AIIM  
  • 40. In  associa)on  with:     Presented     To  take  our  Survey,  click  on  the  link  in  the  Resources  tab   at  the  boPom  of  your  screen.     Tell  us  how  we  did  today,     and  offer  sugges9ons  for  topics  of  future  events.   Survey  
  • 41. In  associa)on  with:     Presented   Upcoming  Webinars   Register  Today  at       www.aiim.org/webinars     View  our  library  of  Webinars  On  Demand   www.aiim.org/WebinarsOnDemand     January  28,  2015   Bridging  Email  and  Enterprise  Content  Management  for  a   Holis9c  View