Slide 1: AIIM – The ECM Association
and
Enterprise Content Management
Slide 2: Our Discussion Today
• Who is AIIM? • What is Enterprise Content Management? • What do you need to know? • Where to start?
Slide 3: AIIM
The leading industry association representing professionals working in Enterprise Content Management (ECM). We offer a Membership Value Program Focused On: • • • • Market Education Peer Networking Industry Advocacy Professional Development
Slide 4: What is ECM?
The tools and technologies used to: • Capture — move content (in any form) into your repositories for reuse or retirement • Manage — move it around the enterprise to drive key applications and processes • Store — put it in a logical place for easy access • Preserve — long-term archival and storage • Deliver — get to the right audience on the right device …documents and content related to organization processes.
Slide 5: What ECM Covers
CAPTURE MANAGE STORE PRESERVE DELIVER • ECM is not a single system • ECM usually is a group of aligned systems • ECM is about ‘unstructured’ information
Slide 6: ECM is…
Slide 7: What does ECM help you achieve?
– guarantee business CONTINUITY, 24x7x365 – enable employee, partner, and customer COLLABORATION – reduce COSTS through process streamlining and standardization – ensure legal and regulatory COMPLIANCE
Slide 8: But What About…
• 80% of organizational information is unstructured and 90% of this remains unmanaged (Doculabs). • Unmanaged information is growing at roughly 36% annually (Doculabs). • 27% of ECM users are highly disappointed in their ECM implementations (Jupiter Research). • There is a 10x cost of compliance by taking a one-off vs. integrated approach (Gartner). • 7.5% of documents are lost forever (Cuadra Associates).
Slide 9: Risk Reduction
• There are many dimensions of organizational risk related to information management … • The stakes and the complexity of the challenge is increasing every day. – (e.g., new Federal Rules of Civil Procedure) • Email is a good place to start thinking about risk.
Slide 10: How would you characterize your organization's status with respect to IMPLEMENTING an email management strategy (such as archiving, retention, life cycle management, disposition)?
13%
Completed strategy across org Completed initiatives within some depts Have begun; much to be done Have not started
12%
41%
35%
Slide 11: How does your organization archive its email?
15% 18% 9% 3% 10% 44%
Using .pst files We don’t As part of RM Outsourced Using commercial email archiving tool Via backup
Slide 12: Compliance. What approach do you take?
17% 42% 41%
• A point solution approach (using a solution that is specifically designed to solve a particular compliance requirement, e.g., SEC 17-a or Basel II) • An infrastructure approach (using a software platform to solve multiple compliance requirements throughout the organization, e.g., an ECM solution) • We do not yet have a clear approach
Slide 13: How Can We Help?
1. AIIM Resources – ECM Toolkit – Industry Watch research – AIIM Chapters 1. AIIM Certificate Programs (ECM, ERM, BPM, IOA, WCM, Email) 1. Solution Providers and Consultants with dozens of customer case studies and white papers to share – Check AIIM’s online Solution Provider Locator
Slide 14: AIIM ECM Certificate Program
ECM ECM Strategy Strategy ECM Concepts ECM Process ECM Case
Slide 15: ECM Practitioner (What is ECM?)
1. What is ECM? 3. Store 10. Search & Retrieve 6. Deliver 2. Capture
9.Classification
7. Re-purposing 4. Manage 11. Controls & Security
12. Interfaces…
5. Preserve
8. Metadata & Indexing
13. Legislation, Standards, Regulation
14. Success Factors
Slide 16: How to Implement ECM?
ECM implementation lifecycle
3. Concept of Operations 6. Business & Systems Reqmnts. 7. Business Classification Scheme 1. ECM Project & Program Management 2. Information Governance 9. IT Infrastructure 10. Pilots & Model Offices 11. Roll-out 12. Post Implemention
8. Users & User Involvement 4. Information Survey 5. Business Case
Slide 17: Become an Associate of AIIM
• Access to rich content and research on the AIIM website at www.aiim.org • Free subscription to AIIM E-DOC Magazine • Free subscription to Inside ECM eNewsletter • Invitations to attend free events and participate in our industry studies • And it’s all free…
Slide 18: Take it One Step Further
• The ECM Toolkit contains – in one place – all the best material AIIM has produced • One year online access to the ECM Toolkit, Industry Watch research studies, and more with Professional Membership • AIIM members realize an automatic $150 discount on any of our training programs • All for just $125!
Slide 19: Next Step…
• Go to www.aiim.org and create a Web User Account (via the login). Check out all the programs. Browse the website. Email us with any questions. • To purchase the ECM Toolkit, contact membership@aiim.org • To learn more about the Certificate & Training programs, visit www.aiim.org/training or email training@aiim.org
Slide 20: Thank You from AIIM – The Enterprise Content Management Association www.aiim.org
