Did you know that more than 75% of AIIM respondents said they have challenges finding the right information in a timely way? Are you one of them? Industry leader Martyn Christian shares insights about new strategies for modernizing legacy information systems that enable organizations to connect systems and remove information silos, streamline processes and information access, strategically consolidate, without impacting end users, and leverage existing IT investments.

1. Underwritten by: Presented by:
#AIIMYour Digital Transformation Begins with
Intelligent Information Management
From Legacy to Leverage – Top Strategies to
Modernize Your Information Management Systems

2. Underwritten by: Presented by:
Today’s Speakers
Martyn Christian
Founder & Managing Partner
UNDRSTND Group
Dave Jones
VP, Product Marketing
Nuxeo
Host: Theresa Resek, CIP
Director
AIIM

3. Underwritten by: Presented by:
Martyn Christian
Founder & Managing Partner
UNDRSTND Group
Introducing our Featured Speaker

4. DIGITAL TRANSFORMATION…
WHAT IS THE OPPORTUNITY
CHALLENGES & PROBLEMS
BUSINESS & TECHNOLOGY
SOLUTIONS
1
1
1

5. DIGITAL TRANSFORMATION...
“Every organization is on – or
should be on – a Digital
Transformation journey”
81% of organizations feel digital
transformation is important or
very important

6. Source: AIIM
YOUR ORGANIZATION’S JOURNEY IN RELATION TO
DIGITAL TRANSFORMATION?

7. Cloud
SaaS
Mobile
2012- 2017 2018-2020
CxM
Risk
RPA

8. THE ROLE OF INFORMATION MANAGEMENT…
Source – AIIM 2017
Systems of Record Systems of Engagement Systems of Understanding
1987 – 2007 2007 – 2017 2017 – ?
Technology Drivers Imaging, capture, ERM, ECM,
BPM
Cloud, Mobile, SharePoint, File
Sync and Share, SaaS
Hadoop, noSQL, Analytics,
Cognitive Computing, Business
Intelligence
Problems Paper Explosion Content Explosion Data Explosion
Focus Automatic Transactions Streamlining Interactions Extracting Insight
Information Managed Document and Images Content of All Types Data with Content as a
Subset
People Limited # of Content Specialists Knowledge Workers Information Professionals
Process Focus High-Volume, Mission Critical Team and Ad-Hoc
Collaboration
Customer Experiences
IT Role Develop and Deploy Configure and Iterate Connect and Interpret
Usability Train, Then Use Just Use Data Insights Drive Usability
Governance Records Management Information Architecture Chaotic and Dynamic
Architectures
Buyers Departments at Large
Companies
Expansion Into Mid-Sized
Market
Many flavors of Solutions

9. TIME TO REINVENT YOUR BUSINESS

10. BUSINESS BENEFITS…
Buyer
Behaviour
Audience
(Self)
Segmentation
New Age
Value
Proposition
….more granular segmentation and engagement of buyers means more
pressure on existing information management systems

11. WHAT IS THE PRIMARY GOAL FOR YOUR
ORGANIZATION’S DIGITAL TRANSFORMATION?
Maintain or achieve market leadership in our industry
Improve customer satisfaction, loyalty and retention
Improve operational efficiency
Complement or diversify our core business
Disrupt our core business before its disrupted by others
Enhance or demonstrate our ability to innovate
Strengthen regulatory compliance and ability to manage risk
( % of respondents)
Source: Economist Intelligence Unit
Ahead of curve
Behind the curve

12. USING INFORMATION MANAGEMENT...
A blending of..
Platforms
Tools
and Apps
in a services framework
that is easy to deploy and
consume and takes account
of legacy investment

13. CONTENT SERVICES SPECIFICS...
• Capture
• Store
• Manage
• Process
• Search
• Consume, Share
• Integrate (API & Services)
• Analyze
• Deliver, Publish

14. ECM
Vendors
Repositories
Records
Metadata
Analytics
Workflow
Publishing
Capture
File-Sync-Share &
Content Services
Vendors
Collaboration
Process Auto
Work Steps
Content Capture
Content Delivery
Content Analytics
Content Search
eSignature
Slow
Hard
Expensive
Controlled
“Permanent”?
Quick
Easy
Cheap
Out of Control
“Disposable”?
ECMISV’s&SI’s
Collaboration Transactional
BusinessUserDriven
© UNDRSTND Group LLC 2018
DocumentOutput
ITDriven

15. ECM
Vendors
Repositories
Records
Metadata
Analytics
Workflow
Publishing
Capture
File-Sync-Share &
Content Services
Vendors
Collaboration
Process Auto
Work Steps
Content Capture
Content Delivery
Content Analytics
Content Search
eSignature
Slow
Hard
Expensive
Controlled
“Permanent”?
Quick
Easy
Cheap
Out of Control
“Disposable”?
ECMISV’s&SI’s
Collaboration Transactional
BusinessUserDriven
© UNDRSTND Group LLC 2018
DocumentOutput
ITDriven
ERP
MFP Vendors
Capture Software & Tools
(inc. AI & ML “at rest”)
Digital
Mail
Room
Invoice
Processing
HR

16. ECM
Vendors
Repositories
Records
Metadata
Analytics
Workflow
Publishing
Capture
File-Sync-Share &
Content Services
Vendors
Collaboration
Process Auto
Work Steps
Content Capture
Content Delivery
Content Analytics
Content Search
eSignature
Slow
Hard
Expensive
Controlled
“Permanent”?
Quick
Easy
Cheap
Out of Control
“Disposable”?
ECMISV’s&SI’s
Collaboration Transactional
BusinessUserDriven
© UNDRSTND Group LLC 2018
DocumentOutput
ITDriven
ERP
MFP Vendors
Capture Software & Tools
(inc. AI & ML “at rest”)
Digital
Mail
Room
Invoice
Processing
HR
New Solutions
Cloud – SaaS – Mobile – Big Data
CxM/CEM DTx/AI/ML Risk Mgt
New
App
New
App New
App
New
App
New
App
New
App
New
App

17. ECM
Vendors
Repositories
Records
Metadata
Analytics
Workflow
Publishing
Capture
File-Sync-Share &
Content Services
Vendors
Collaboration
Process Auto
Work Steps
Content Capture
Content Delivery
Content Analytics
Content Search
eSignature
Slow
Hard
Expensive
Controlled
“Permanent”?
Quick
Easy
Cheap
Out of Control
“Disposable”?
ECMISV’s&SI’s
Collaboration Transactional
BusinessUserDriven
© UNDRSTND Group LLC 2018
DocumentOutput
ITDriven
ERP
MFP Vendors
Capture Software & Tools
(inc. AI & ML “at rest”)
Digital
Mail
Room
Invoice
Processing
HR
New Solutions
Cloud – SaaS – Mobile – Big Data
CxM/CEM DTx/AI/ML Risk Mgt
New
App
New
App New
App
New
App
New
App
New
App
New
App
Robotic Process Automation (RPA)
Businss Process Management & Orchestration
API & Content Integration Services

18. ECM
Vendors
Repositories
Records
Metadata
Analytics
Workflow
Publishing
Capture
File-Sync-Share &
Content Services
Vendors
Collaboration
Process Auto
Work Steps
Content Capture
Content Delivery
Content Analytics
Content Search
eSignature
Slow
Hard
Expensive
Controlled
“Permanent”?
Quick
Easy
Cheap
Out of Control
“Disposable”?
ECMISV’s&SI’s
Collaboration Transactional
BusinessUserDriven
© UNDRSTND Group LLC 2018
DocumentOutput
ITDriven
ERP
MFP Vendors
Capture Software & Tools
(inc. AI & ML “at rest”)
Digital
Mail
Room
Invoice
Processing
HR
New Solutions
Cloud – SaaS – Mobile – Big Data
CxM/CEM DTx/AI/ML Risk Mgt
New
App
New
App New
App
New
App
New
App
New
App
New
App
RPA
BPM & Orchestration
API & Content Integration Services

19. CLIENT ONBOARDING & CONTENT CREATION FOR COMPLIANCE
KNOW YOUR CUSTOMER (KYC) WITH RPA
BEFORE: 120+ MINUTES AFTER: ~2 MINUTES

20. TECHNOLOGY ADVANCEMENTS...
Source: https://www.capterra.com/collaboration-software/

21. MACHINE LEARNING & ARTIFICIAL INTELLIGENCE
https://venturescannerinsights.com
No Lack of Technology
Innovation
How You Use It is the
Question!

22. CHALLENGES...

23. REALITY BITES...
Rip & Replace Will Not Work
• Locked Systems
• Migration Expense
• Training Costs
• App Rewrites
• Deployment Challenges
• Lack of Resource
• Lack of Skills
• Lack of Budget

24. MODERN PROBLEMS… MODERN SOLUTIONS...
Use Case Definitions Are Critical
• Collaboration Centric
• Immediate Information Access
• Simple Exception Initiation & Handling
• Lightweight Case Management
• Unattended (Robotic) Where Possible
• Seamlessly & Easily Integrated

25. The location
automatically
completed using
phone’s GPS
location
The Claimant can
manually enter or
override the
location
The Claimant
selects the correct
location from the
map
CASE MANAGEMENT FOR CLAIMS WITH GOOGLE MAPS

26. SOLUTIONS...

27. CONTENT SERVICES SOLUTIONS…
Source – AIIM 2017

28. WHAT’S NEXT...
• Content Services becomes the new app development platform
for information management solutions
– Unify and extend information repositories across the enterprise
– Integrate information sources
– Create a single view of content metadata
– Al the information, all the time, everywhere – at a reasonable price
• RPA and Digital Process Automation tools bring real business
value and ROI
• Artificial Intelligence and Machine Learning break-through into
mainstream Information Management solutions

29. UNDRSTND GROUP
100+ years of proven leadership experience in information
management solutions with a team of experienced consultants and
advisers
www.undrstndgroup.com
Understanding The Emerging Market For Content
Services And Corresponding Changes In Buyer Behavior
https://undrstndgroup.com/essential-reading/

30. THANK YOU
Martyn Christian
Founder & Managing Partner

31. Underwritten by: Presented by:
Dave Jones
VP, Product Marketing
Nuxeo
Introducing our Speaker

32. Underwritten by: Presented by:
Why Modernize?

33. Underwritten by: Presented by:
Information Chaos Reigns
33
of organizations
struggle to find
the right
information in a
timely manner
believe that getting
access to
information locked in
legacy systems is
vital
have an inability
to connect
information from
different systems
76%75%79%

34. Underwritten by: Presented by:
Modernization 101
KeyChallenges
• Big Content – volume, speed,
types
• Lack of integration to other
systems
• Getting value from legacy
systems (and eventually
retiring them)
Opportunities
• Modernize the Information
Management toolset
• Provide rapid Return on Investment
(ROI)
• Reduce long term Total Cost of
Ownership (TCO)
• Mobile and cloud-enabled IM
• Ability to introduce AI, Analytics,
Blockchain, etc.

35. Underwritten by: Presented by:
Current Situation
Existing ECM Cloud Storage EFSS Legacy Systems
3rd Party AppsStandard Interface Configured/Custom Solutions Mobile Apps

36. Underwritten by: Presented by:
Connect and Consolidate
6
Connect
Allows organizations
to connect to existing
information sources
Consolidate
Facilitates the migration of
information from legacy
systems at your own pace

37. Underwritten by: Presented by:
Step 1 – Connect
Existing ECM Cloud Storage EFSS Legacy Systems
Content Services Platform
3rd Party AppsStandard Interface Configured/Custom Solutions Mobile Apps
Repository

38. Underwritten by: Presented by:
Existing ECM $$$ Cloud Storage $$ EFSS $ Legacy Systems $$$$
3rd Party AppsStandard Interface Configured/Custom Solutions Mobile Apps
Content Services PlatformRepository
Step 2 – Consolidate

39. Underwritten by: Presented by:
Existing ECM $$$ Cloud Storage $$ EFSS $
3rd Party AppsStandard Interface Configured/Custom Solutions Mobile Apps
Content Services PlatformRepository
Step 2 – Consolidate

40. Underwritten by: Presented by:
Cloud Storage $$ EFSS $
3rd Party AppsStandard Interface Configured/Custom Solutions Mobile Apps
Content Services PlatformRepository
Step 2 – Consolidate

41. Underwritten by: Presented by:
Connect and Consolidate
41
Connect
Key Benefits
• Integrate to multiple repos
• Get value from existing
(legacy) systems
• Rapid Return on Investment
(ROI)
• Consistent platform for
modernization
Consolidate
Key Benefits
• Reduce reliance on
legacy applications
• Significantly reduced total cost
of ownership (TCO)
• Single, future-proof platform for
Information Management

42. Underwritten by: Presented by:
Cloud Storage $$ EFSS $
3rd Party AppsStandard Interface Configured/Custom Solutions Mobile Apps
Services
Connector
§ AI
§ RecordsManagement
§ RPA
§ Capture&Recognition
§ Blockchain
Future Proof
Content Services PlatformRepository

43. Underwritten by: Presented by:
Conclusions
§ Digital Transformation requires a modern information
platform to build on
§ A Content Services Platform can:
§ Reduce reliance on legacy systems
§ Introduce cloud, mobile and AI capabilities
§ Future proof with best of breed plugins
§ Modernize your overall information management capability

44. Underwritten by: Presented by:
Thank
you!
Dave Jones
djones@nuxeo.com
@InstinctiveDave
Nuxeo.com
@Nuxeo