What organizations are doing with content has outgrown the traditional definitions. We need a new “technology roadmap” for the information management capabilities that are critical to Digital Transformation and to meeting the challenge of radically redefining experiences with customers, employees, and partners. Follow along as we explore Intelligent Information Management. Want to follow along with the webinar replay? Download it here for free: http://info.aiim.org/from-ecm-to-iim-webinar

1. #AIIM Your Digital Transformation Begins with
Intelligent Information Management

2. John Mancini
Chief Evangelist
AIIM
Host: Theresa Resek, CIP
Director
AIIM
Today’s Speakers

3. John Mancini
Chief Evangelist,AIIM
@jmancini77
Viewing Content Management Through a Different Lens

4. “The test of a first-rate
intelligence is the ability
to hold
two opposed ideas in mind
at the same time and still
retain the ability to
function.”

6. “The forecast for 2020: ECM as
we know it will be gone.”

7. “The forecast for 2020: ECM as
we know it will be gone.”
--John Mancini, March 2015

8. “ECM is now dead (kaput, finite,
an ex-market name), at least in
how Gartner defines the market.
It’s been replaced by the term
Content Services.”
--January 2017

9. And yet, content – and the
people who manage it -- have
NEVER been more important
than NOW.

10. Say what?

12. 1. Living in disruptive times.
2. “ECM” through the eyes of users.
3. Moving content management to higher ground.

13. 1. Living in disruptive times.

14. “At the heart of capitalism
is creative destruction.”
-- Joseph Schumpeter

19. The 6 agents of technology disruption
1 Consumerization -- “The future comes looking like something you can’t use for real
work.” (Andreessen Horowitz)
2 Cloud -- “If someone asks me what cloud computing is, I try not to get bogged
down with definitions.” (Mark Benioff, Salesforce)
3 Privacy -- “I am regularly asked what the average Internet user can do to ensure his
security. My first answer…‘Nothing; you're screwed.’” (Bruce Schneier)
4 Data -- “Exponential growth is deceptive, then explosive.” (Ray Kurzweil)
5 Platforms -- “Amazon has become the Prince of Darkness for retail, occupying a
unique position— inversely correlated to the rest of the sector.” (Scott Galloway)
6 Machine Learning -- “We know more than we can tell.” (Polanyi’s Paradox)

21. The 6 agents of technology disruption
1 Consumerization -- “The future comes looking like something you can’t use for real
work.” (Andreessen Horowitz)
2 Cloud -- “If someone asks me what cloud computing is, I try not to get bogged
down with definitions.” (Mark Benioff, Salesforce)
3 Privacy -- “I am regularly asked what the average Internet user can do to ensure his
security. My first answer…‘Nothing; you're screwed.’” (Bruce Schneier)
4 Data -- “Exponential growth is deceptive, then explosive.” (Ray Kurzweil)
5 Platforms -- “Amazon has become the Prince of Darkness for retail, occupying a
unique position— inversely correlated to the rest of the sector.” (Scott Galloway)
6 Machine Learning -- “We know more than we can tell.” (Polanyi’s Paradox)

22. 28%
17%
51%
4%
More towards cloud
More towards on-premise
More towards a hybrid of cloud
More towards outsourcing
How do you view your delivery/deployment
methods for content management within the
next two years?
Source: AIIM -- What Underpins the ECM Name Game? N=182, users only, conducted Fall 2017

23. The 6 agents of technology disruption
1 Consumerization -- “The future comes looking like something you can’t use for real
work.” (Andreessen Horowitz)
2 Cloud -- “If someone asks me what cloud computing is, I try not to get bogged
down with definitions.” (Mark Benioff, Salesforce)
3 Privacy -- “I am regularly asked what the average Internet user can do to ensure his
security. My first answer…‘Nothing; you're screwed.’” (Bruce Schneier)
4 Data -- “Exponential growth is deceptive, then explosive.” (Ray Kurzweil)
5 Platforms -- “Amazon has become the Prince of Darkness for retail, occupying a
unique position— inversely correlated to the rest of the sector.” (Scott Galloway)
6 Machine Learning -- “We know more than we can tell.” (Polanyi’s Paradox)

25. The 6 agents of technology disruption
1 Consumerization -- “The future comes looking like something you can’t use for real
work.” (Andreessen Horowitz)
2 Cloud -- “If someone asks me what cloud computing is, I try not to get bogged
down with definitions.” (Mark Benioff, Salesforce)
3 Privacy -- “I am regularly asked what the average Internet user can do to ensure his
security. My first answer…‘Nothing; you're screwed.’” (Bruce Schneier)
4 Data -- “Exponential growth is deceptive, then explosive.” (Ray Kurzweil)
5 Platforms -- “Amazon has become the Prince of Darkness for retail, occupying a
unique position— inversely correlated to the rest of the sector.” (Scott Galloway)
6 Machine Learning -- “We know more than we can tell.” (Polanyi’s Paradox)

26. • 10X the number of servers (virtual and physical).
• 50X the amount of information to be managed.
• 75X the number of files or containers that encapsulate the
information in the digital universe -- growing even faster than
the information itself as more and more embedded systems,
such as sensors in clothing, in bridges, or medical devices.
By 2020, IT departments worldwide will experience:

27. • 10X the number of servers (virtual and physical).
• 50X the amount of information to be managed.
• 75X the number of files or containers that encapsulate the
information in the digital universe -- growing even faster than
the information itself as more and more embedded systems,
such as sensors in clothing, in bridges, or medical devices.
• 1.5X the number of IT professionals available to manage it all.
By 2020, IT departments worldwide will experience:

28. The 6 agents of technology disruption
1 Consumerization -- “The future comes looking like something you can’t use for real
work.” (Andreessen Horowitz)
2 Cloud -- “If someone asks me what cloud computing is, I try not to get bogged
down with definitions.” (Mark Benioff, Salesforce)
3 Privacy -- “I am regularly asked what the average Internet user can do to ensure his
security. My first answer…‘Nothing; you're screwed.’” (Bruce Schneier)
4 Data -- “Exponential growth is deceptive, then explosive.” (Ray Kurzweil)
5 Platforms -- “Amazon has become the Prince of Darkness for retail, occupying a
unique position— inversely correlated to the rest of the sector.” (Scott Galloway)
6 Machine Learning -- “We know more than we can tell.” (Polanyi’s Paradox)

29. Source: Scott Galloway, The Four

30. The 6 agents of technology disruption
1 Consumerization -- “The future comes looking like something you can’t use for real
work.” (Andreessen Horowitz)
2 Cloud -- “If someone asks me what cloud computing is, I try not to get bogged
down with definitions.” (Mark Benioff, Salesforce)
3 Privacy -- “I am regularly asked what the average Internet user can do to ensure his
security. My first answer…‘Nothing; you're screwed.’” (Bruce Schneier)
4 Data -- “Exponential growth is deceptive, then explosive.” (Ray Kurzweil)
5 Platforms -- “Amazon has become the Prince of Darkness for retail, occupying a
unique position— inversely correlated to the rest of the sector.” (Scott Galloway)
6 Machine Learning -- “We know more than we can tell.” (Polanyi’s Paradox)

32. 1. Living in disruptive times.
2. “ECM” through the eyes of users.

33. Traditional ECM
Process Focus is on automating content intensive, complicated, mission-
critical processes; solutions initially confined to departments at large
Fortune 500 organizations. ECM believes it’s an enterprise layer, but
is often still driven by departments.
Technology Complex, custom and expensive implementations initially purchased
by business buyers. Rise – and then decline – of the “suites,” with
focus shifting to the technology buyer as ECM matures.
People Solutions are difficult to use and require lots of training, but it does
not matter because the people who use these systems are records
and document specialists. SharePoint eventually disrupts the
traditional ECM market by shifting focus to knowledge workers.

34. Source: AIIM -- What Underpins the ECM Name Game? N=182, users only, conducted Fall 2017
11%
39%
16%
29%
5%
Not at all
understood
Lacking
understanding
Neutral Somewhat
understood
Well
understood
How well is the term “ECM” understood by your
organization?

35. Source: AIIM -- What Underpins the ECM Name Game? N=182, users only, conducted Fall 2017
3%
5%
4%
3%
3%
3%
3%
3%
12%
21%
25%
23%
19%
17%
11%
9%
29%
41%
35%
39%
44%
38%
45%
32%
22%
20%
20%
21%
17%
26%
24%
18%
34%
14%
17%
15%
17%
17%
18%
38%
Multi-repository search
ERP, Finance
CRM
HR
Project management
Analytics, BI
Case Management
Robotics Process Automation
How would you describe the level of integration between
your ECM/DM/RM/BPM systems with the following
enterprise applications?
Exceptional Good Average Below Average Poor

36. Source: AIIM -- What Underpins the ECM Name Game? N=182, users only, conducted Fall 2017
55%
48%
46%
53%
59%
53%
45%
Content analytics
Ease of configuration
Integration with enterprise systems
Mobile device access
Overcoming information sprawl and
Speed and responsiveness to changes
Usability and intuitive design
How well do your existing IM/DM/RM systems meet
your needs in the following core areas? -- % saying
“fails” or “struggles”

37. 1. Living in disruptive times.
2. “ECM” through the eyes of users.
3. Moving content management to higher ground.

38. Disruptor What users want What pressures does this create on “traditional” ECM?
Consumerization Solutions that meet the
“consumer” test.
Simplicity -- Simple and transparent consumer grade
knowledge worker tools designed for mobile workers.
Cloud Cloud capable solutions. Cloud-first - Quickly deployed, elastic, available from
anywhere, with constant updates.
Privacy Protection of our core
information assets.
Automated governance -- Take as much of the human
element as possible out of governance by applying
semantic and auto-classification technologies.
Data Tools to deal with the tidal
wave of incoming information.
Intelligent Capture -- Ability to standardize input
streams and directly connect them with core business
processes.
Platforms Rapid development of new
applications with a minimum
of customization.
Open content services - Ability to easily link low-code
and no-code process-specific applications and
platforms.
Machine
Learning
Extract intelligence from all of
the stuff we’ve accumulated.
Auto-classification and analytics -- Ability to infer
metadata where it doesn’t exist and create value from
insights.

39. Disruptor What users want What pressures does this create on “traditional” ECM?
Consumerization Solutions that meet the
“consumer” test.
Simplicity -- Simple and transparent consumer grade
knowledge worker tools designed for mobile workers.
Cloud Cloud capable solutions. Cloud-first - Quickly deployed, elastic, available from
anywhere, with constant updates.
Privacy Protection of our core
information assets.
Automated governance -- Take as much of the human
element as possible out of governance by applying
semantic and auto-classification technologies.
Data Tools to deal with the tidal
wave of incoming information.
Intelligent Capture -- Ability to standardize input
streams and directly connect them with core business
processes.
Platforms Rapid development of new
applications with a minimum
of customization.
Open content services - Ability to easily link low-code
and no-code process-specific applications and
platforms.
Machine
Learning
Extract intelligence from all of
the stuff we’ve accumulated.
Auto-classification and analytics -- Ability to infer
metadata where it doesn’t exist and create value from
insights.

40. Disruptor What users want What pressures does this create on “traditional” ECM?
Consumerization Solutions that meet the
“consumer” test.
Simplicity -- Simple and transparent consumer grade
knowledge worker tools designed for mobile workers.
Cloud Cloud capable solutions. Cloud-first - Quickly deployed, elastic, available from
anywhere, with constant updates.
Privacy Protection of our core
information assets.
Automated governance -- Take as much of the human
element as possible out of governance by applying
semantic and auto-classification technologies.
Data Tools to deal with the tidal
wave of incoming information.
Intelligent Capture -- Ability to standardize input
streams and directly connect them with core business
processes.
Platforms Rapid development of new
applications with a minimum
of customization.
Open content services - Ability to easily link low-code
and no-code process-specific applications and
platforms.
Machine
Learning
Extract intelligence from all of
the stuff we’ve accumulated.
Auto-classification and analytics -- Ability to infer
metadata where it doesn’t exist and create value from
insights.

41. Disruptor What users want What pressures does this create on “traditional” ECM?
Consumerization Solutions that meet the
“consumer” test.
Simplicity -- Simple and transparent consumer grade
knowledge worker tools designed for mobile workers.
Cloud Cloud capable solutions. Cloud-first - Quickly deployed, elastic, available from
anywhere, with constant updates.
Privacy Protection of our core
information assets.
Automated governance -- Take as much of the human
element as possible out of governance by applying
semantic and auto-classification technologies.
Data Tools to deal with the tidal
wave of incoming information.
Intelligent Capture -- Ability to standardize input
streams and directly connect them with core business
processes.
Platforms Rapid development of new
applications with a minimum
of customization.
Open content services - Ability to easily link low-code
and no-code process-specific applications and
platforms.
Machine
Learning
Extract intelligence from all of
the stuff we’ve accumulated.
Auto-classification and analytics -- Ability to infer
metadata where it doesn’t exist and create value from
insights.

42. Disruptor What users want What pressures does this create on “traditional” ECM?
Consumerization Solutions that meet the
“consumer” test.
Simplicity -- Simple and transparent consumer grade
knowledge worker tools designed for mobile workers.
Cloud Cloud capable solutions. Cloud-first - Quickly deployed, elastic, available from
anywhere, with constant updates.
Privacy Protection of our core
information assets.
Automated governance -- Take as much of the human
element as possible out of governance by applying
semantic and auto-classification technologies.
Data Tools to deal with the tidal
wave of incoming information.
Intelligent Capture -- Ability to standardize input
streams and directly connect them with core business
processes.
Platforms Rapid development of new
applications with a minimum
of customization.
Open content services - Ability to easily link low-code
and no-code process-specific applications and
platforms.
Machine
Learning
Extract intelligence from all of
the stuff we’ve accumulated.
Auto-classification and analytics -- Ability to infer
metadata where it doesn’t exist and create value from
insights.

43. Disruptor What users want What pressures does this create on “traditional” ECM?
Consumerization Solutions that meet the
“consumer” test.
Simplicity -- Simple and transparent consumer grade
knowledge worker tools designed for mobile workers.
Cloud Cloud capable solutions. Cloud-first - Quickly deployed, elastic, available from
anywhere, with constant updates.
Privacy Protection of our core
information assets.
Automated governance -- Take as much of the human
element as possible out of governance by applying
semantic and auto-classification technologies.
Data Tools to deal with the tidal
wave of incoming information.
Intelligent Capture -- Ability to standardize input
streams and directly connect them with core business
processes.
Platforms Rapid development of new
applications with a minimum
of customization.
Open content services - Ability to easily link low-code
and no-code process-specific applications and
platforms.
Machine
Learning
Extract intelligence from all of
the stuff we’ve accumulated.
Auto-classification and analytics -- Ability to infer
metadata where it doesn’t exist and create value from
insights.

44. Disruptor What users want What pressures does this create on “traditional” ECM?
Consumerization Solutions that meet the
“consumer” test.
Simplicity -- Simple and transparent consumer grade
knowledge worker tools designed for mobile workers.
Cloud Cloud capable solutions. Cloud-first - Quickly deployed, elastic, available from
anywhere, with constant updates.
Privacy Protection of our core
information assets.
Automated governance -- Take as much of the human
element as possible out of governance by applying
semantic and auto-classification technologies.
Data Tools to deal with the tidal
wave of incoming information.
Intelligent Capture -- Ability to standardize input
streams and directly connect them with core business
processes.
Platforms Rapid development of new
applications with a minimum
of customization.
Open content services - Ability to easily link low-code
and no-code process-specific applications and
platforms.
Machine
Learning
Extract intelligence from all of
the stuff we’ve accumulated.
Auto-classification and analytics -- Ability to infer
metadata where it doesn’t exist and create value from
insights.

45. % “Agree” or “Strongly Agree”
• 73% -- “Core content management capabilities (versioning, metadata,
retention requirements) will increasingly be embedded automatically
rather conducted by a separate ECM system.”
• 71% -- “Much as we might wish it otherwise, we exist in a multi-
repository world and that’s not going to change.”
• 81% -- “We would prefer to pick and choose the content management
capabilities we need for a particular problem rather than buy
everything.”
• 67% -- “The kinds of content management capabilities we need vary
wildly depending on the process we are considering.”
Source: AIIM -- What Underpins the ECM Name Game? N=182, users only, conducted Fall 2017

46. AIIM Realignment with the Disruption Challenge
Old AIIM
• Association for Information and Image
Management
• Focus on ECM
• Neither a single technology nor a
methodology nor a process, ECM is a
dynamic combination of strategies,
methods, and tools used to capture,
manage, store, preserve, and deliver
information supporting key organizational
processes through its entire lifecycle:
ECM BPM
ERM Information
Governance
SharePoint Taxonomy/Metadata
Search Content Analytics
Capture Collaboration

47. Old AIIM
• Association for Information and Image
Management
• Focus on ECM
• Neither a single technology nor a
methodology nor a process, ECM is a
dynamic combination of strategies,
methods, and tools used to capture,
manage, store, preserve, and deliver
information supporting key organizational
processes through its entire lifecycle:
ECM BPM
ERM Information
Governance
SharePoint Taxonomy/Metadata
Search Content Analytics
Capture Collaboration
New AIIM
• Association for Intelligent Information
Management
• Focus on IIM
• The following Intelligent Information
Management capabilities are integral to
delivering upon the Digital Transformation
challenge of understanding, anticipating,
and redefining internal and external
customer experiences:
• Modernizing the information toolkit.
• Digitalizing core organizational
processes.
• Automating compliance & governance.
• Leveraging analytics & machine
learning.
AIIM Realignment with the Disruption Challenge

48. AIIM’s Digital Transformation Roadmap
WHAT
Core IIM capabilities
HOW
For organizations to digitally transform, they need a much broader – and more
“consumable” – content toolkit than was offered by ECM.
Modernizing the
information toolkit
Cloud content
management
Internal &
external
collaboration
platforms
Low-code and “self-
service”
development
platforms
Content
integration &
migration tools
Digitalizing core
organizational
processes
Robotic process
automation
Business process
management
Multi-channel
intelligent capture
High-volume
process
optimization
Automating
compliance &
governance
Records
management &
digital preservation
eDiscovery & legal Industry &
geographic
specific applications
Blockchain
Leveraging
analytics &
machine learning
AI, content analytics
& semantics
Data recognition,
extraction &
standardization
Metadata &
taxonomy
management
Document
classification &
PII identification

49. AIIM’s Digital Transformation Roadmap
WHAT
Core IIM capabilities
HOW
For organizations to digitally transform, they need a much broader – and more
“consumable” – content toolkit than was offered by ECM.
Modernizing the
information toolkit
Cloud content
management
Internal &
external
collaboration
platforms
Low-code and “self-
service”
development
platforms
Content
integration &
migration tools
Digitalizing core
organizational
processes
Robotic process
automation
Business process
management
Multi-channel
intelligent capture
High-volume
process
optimization
Automating
compliance &
governance
Records
management &
digital preservation
eDiscovery & legal Industry &
geographic
specific applications
Blockchain
Leveraging
analytics &
machine learning
AI, content analytics
& semantics
Data recognition,
extraction &
standardization
Metadata &
taxonomy
management
Document
classification &
PII identification

50. AIIM’s Digital Transformation Roadmap
WHAT
Core IIM capabilities
HOW
For organizations to digitally transform, they need a much broader – and more
“consumable” – content toolkit than was offered by ECM.
Modernizing the
information toolkit
Cloud content
management
Internal &
external
collaboration
platforms
Low-code and “self-
service”
development
platforms
Content
integration &
migration tools
Digitalizing core
organizational
processes
Robotic process
automation
Business process
management
Multi-channel
intelligent capture
High-volume
process
optimization
Automating
compliance &
governance
Records
management &
digital preservation
eDiscovery & legal Industry &
geographic
specific applications
Blockchain
Leveraging
analytics &
machine learning
AI, content analytics
& semantics
Data recognition,
extraction &
standardization
Metadata &
taxonomy
management
Document
classification &
PII identification

51. AIIM’s Digital Transformation Roadmap
WHAT
Core IIM capabilities
HOW
For organizations to digitally transform, they need a much broader – and more
“consumable” – content toolkit than was offered by ECM.
Modernizing the
information toolkit
Cloud content
management
Internal &
external
collaboration
platforms
Low-code and “self-
service”
development
platforms
Content
integration &
migration tools
Digitalizing core
organizational
processes
Robotic process
automation
Business process
management
Multi-channel
intelligent capture
High-volume
process
optimization
Automating
compliance &
governance
Records
management &
digital preservation
eDiscovery & legal Industry &
geographic
specific applications
Blockchain
Leveraging
analytics &
machine learning
AI, content analytics
& semantics
Data recognition,
extraction &
standardization
Metadata &
taxonomy
management
Document
classification &
PII identification

52. AIIM’s Digital Transformation Roadmap
WHAT
Core IIM capabilities
HOW
For organizations to digitally transform, they need a much broader – and more
“consumable” – content toolkit than was offered by ECM.
Modernizing the
information toolkit
Cloud content
management
Internal &
external
collaboration
platforms
Low-code and “self-
service”
development
platforms
Content
integration &
migration tools
Digitalizing core
organizational
processes
Robotic process
automation
Business process
management
Multi-channel
intelligent capture
High-volume
process
optimization
Automating
compliance &
governance
Records
management &
digital preservation
eDiscovery & legal Industry &
geographic
specific applications
Blockchain
Leveraging
analytics &
machine learning
AI, content analytics
& semantics
Data recognition,
extraction &
standardization
Metadata &
taxonomy
management
Document
classification &
PII identification

53. How do we align with C-Suite Priorities?
Source: Gartner, The 2018 CIO Agenda

55. #AIIM Your Digital Transformation Begins with
Intelligent Information Management Your Digital Transformation begins with
Intelligent Information Management