AIIM - The Global Community of Information Professionals

Digital Transformation: If A Two-Thousand-Year-Old Tradition Can Do It; So Can You

Feb 16, 2017 10:46:00 AM by Thomas LaMonte

Chinese New Year is host to many traditions from tasty, meat-packed dumplings to an all hours riot of fireworks. Over its two weeks, the whole country erupts in celebration—it’s a sight to be seen.

But above all Spring Festival traditions, I have a clear favorite; maybe you have heard of it before: the gifting of red paper envelopes filled with money.

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Topics: bpm, paperfree office, digital transformation,, paperless

[Infographic] Reducing the Insurance Paper Mountain

Jan 13, 2017 9:00:00 AM by Sean McGauley

Although paper is still heavily used in the Insurance sector, the reality is that we’re living in an age where paper is slowing us down. Often referred to as multichannel inbound content, information enters the business in many different ways and in many forms. In addition, the amount of information we are dealing with is on the rise, which means the risk of paper-based information being misplaced, lost, or misclassified is greater than ever.

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Topics: bpm, paperfree office, paperless

Enterprise Agility: A Must Do - No Longer Nice to Have

Dec 16, 2016 11:15:00 AM by Bob Larrivee

Have you taken time lately to think about how today, everything happens fast, and needs to get faster? Especially your critical business processes ranging from human resources, marketing, sales, engineering—everything seems to be running at a breakneck pace. The reality is that work is always working, even if we aren’t directly involved.

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Topics: ecm, bpm, business applications, business agility

10 Things You Need to Know About Content Analytics and Case Management

Nov 9, 2016 9:00:00 AM by John Mancini

We use Case Management to improve the way we serve our partners and customers by grouping all of their related information together, front-and-center, in an easy to access “case.” At the heart of serving customers is the daunting task of trying to put all of the information included in a case to work by making a decision or an informed action. But, in a world that seems to triple its information output every year, this task is becoming harder and harder to manage. So, how can you possibly know all there is to know to run your business?

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Topics: content analytics, case management, bpm, auto-classification

The Paper Free Journey - Don't Stop Believin'

Oct 24, 2016 11:10:09 AM by Thomas LaMonte

Worldwide, the promise of the paper-free enterprise has made the rounds for decades. While digital transformation is still on the horizon and drifts nearer, many voices doubt whether paperless ambitions will ever come to shore to create real change in our organizations.

The AIIM Industry Watch Report titled “Paper Free in 2016 - Are we there yet?” tells a different story. While there is still a long road ahead, interest and motivation toward a paper-free business environment is increasing, and AIIM research finds that a quarter of respondents already indicate running a clear desk/paper-free workplace, and 43% say paper is decreasing in their offices somewhat to rapidly.

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Topics: paper free day, business process management, world paper free day, bpm

Capture Needs a Makeover

Sep 20, 2016 6:04:28 PM by John Mancini

I find the auto-complete functionality in Google fascinating.

What I am referring to is when you type in a few words, and the Google algorithm predicts what you might be interested in based on your own behaviors and that of the universe at large.  It’s actually more fun if you log out of your own Google account first, to get less biased result so that you can get a true sense of what is on the mind of your fellow citizens. 

For example, if I start typing “I have a problem with” Google promptly offers this assistance:

This is a rather fun game. Try it.  Here are the results for “John Mancini.”  I am glad for the 3rd result, and also pleased to note that I have never been to Youngstown, OH.

The reason I bring this up is that the algorithm is essentially offering up words and phrases that go together, based on a huge pool of data and interactions. 

In everyday life, sometimes this is useful – it creates a shorthand that allows us to speed communication.  However, at other times – especially when terms and language are changing rapidly – it is reactive – backward looking – rather than predictive.

I think about this often as I talk with “capture” vendors and customers for “capture” products.  Because we all have used the term “capture” for so long, the phrase is almost always with automatically or implicitly expanded to be “scanning and document capture.”

Now in some ways that’s OK.  Because while traditional “capture” technologies have been around a long time, this is still a relatively immature market with lots of opportunity, especially among small and medium-sized organizations.  At AIIM, I am constantly amazed at the demand for what I would call “Document Capture 101” content.  At times it feels like I’ve fallen into a black hole and arrived back in 2002. 

"Capture" Needs a Makeover

But the term “capture” now needs a makeover to take the next step.  “Capture” – or some other descriptor -- needs to assume a much wider meaning in the disruptive world into which we are headed. 

A world in which not only documents, but all kinds of information are being captured.

A world in which all the information we capture – or have captured in the past – is put into motion and becomes a rich source of intelligence, insight, and potential customer value.

A world in which customer and process information is being captured closer and closer to the point of its creation.

A world in which the “image” being captured is the least important part of the value equation.

A world in which information capture – intelligent information capture – becomes the key enabling technology for digital transformation, and sets the stage for the machine learning revolution.


We'll be exploring some of these concepts on our webinar on October 5th, 5 Ways to Turn Your Information into Assets with Capture.  Join us.

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You might also be interested in:

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Topics: ecm, scanning, capture, bpm, information capture, document imaging

A Sneak Peek at the State of Paper-Free

Aug 24, 2016 9:03:17 AM by Bob Larrivee

For years, AIIM has been a major advocate in the paper-free movement. Through our research, resources, and events we’ve preached the importance and benefits of reducing paper in business and major strides have been made so far.

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Topics: business process management, bpm, paperfree office, paperless processes

8 Things You Must Know to Automate Human Resource Processes

Aug 23, 2016 12:10:58 PM by John Mancini

It is the best of times and the worst of times for HR professionals.

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Topics: document management, business process, bpm, human resources

Is BPM the Digital Transformation Enabler? [Infographic]

Jul 20, 2016 10:52:53 AM by Sean McGauley

Agility and efficiency have become the keys to meeting the growing and changing demands that come with digital disruption. Businesses can no longer afford to waste time with lengthy business analysis, development and implementation projects spanning two or more years. Organization leaders know that change must occur rapidly to remain competitive, retain current clients, and attract new business and BPM has become the method of choice.

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Topics: business process management, bpm

12 Things You Can Do NOW to Use BPM to Drive Digital Transformation

Jun 6, 2016 5:15:39 PM by Bob Larrivee

Process improvement and workflow are not new; in fact they have been around since the late 1980s.  Yes, they have evolved and continue to do so but as was true of ECM, Business Process Management -- once seen as a nice to have -- is now considered a critical part of business operations.

Process improvement and automation using BPM as the framework is an essential part of the Digital Transformation of businesses. The more paper is eliminated from processes and digitally born information is created, the greater the dependence upon and need for efficient, effective, and secure digital workflows. When assessing process improvement and automation opportunities, include the identification of and ways various information sets are integrated with the process and remember to look at the end-to-end process rather than just the departmental workflow. What gets changed in the department could have negative impact on other departments feeding this process or that this process feeds.

Our new survey (executive summary downloads free -- Process Improvement and Automation 2016) is available!

business process and automation  

12 Key Process Improvement and Automation Recommendations:

  1. Begin with existing process maps if they exist and if they do not; create at minimum, high level maps to document the steps in the process.
  2. Identify areas of opportunity for process improvement. Look for bottlenecks in the process and ways these bottlenecks can be eliminated. Perhaps use of parallel processing would be the approach.
  3. Improve the existing process before introducing automation or extending the automation capabilities you have in place. Automating an inherently bad process will not resolve the underlying issues.
  4. Uncover the real business problem you are trying to solve. When you are told that the issue is slow processing times or too many exceptions, look deeper into the root cause. Ask the question of why there are too many exceptions.
  5. Assess how paper can be eliminated from the process. If the reason for paper is one of acquiring signatures, explore how esignature can be incorporated to enhance the process and eliminate the paper.
  6. Take time to design the process. The best question to ask is why things are done the way they are and then explore how it could be different.
  7. Take inventory of your current BPM capabilities, using this as the foundation of reference when developing a set of requirements. In this way you can maximize your current investment and only purchase those technologies that are missing.
  8. Document the business requirements first. “I need capture capabilities of 500 pages-per-minute,” is not a business requirement. The business requirement is, “to process 10,000 applications per day, in 50 locations around the globe.”
  9. Build your functional requirement based on the business requirements. Map the current process of capturing applications from each location, including volumes and all activities to bring this information into your systems.
  10. Develop technical requirements based on the functional requirements and map these against your current technology sets. In other words, do a gap analysis to determine what is missing then seek to purchase the missing elements.
  11. Consider how cloud and mobile device use, along with mobile apps, can help address your current needs and support remote workers and stakeholder of your processes. At the same time, assess how these would be synchronized across the enterprise and the line-of-business applications. Remember that BPM can serve as the integrating mechanism.
  12. Establish a continuous improvement program that will periodically review and refine those changes you make now. BPM is not a one-stop project; it should be a cross-functional team sport that is ongoing across the enterprise.


Some related resources on Business Process Management best practices worth checking out:

Download the FREE Process Improvement and Automation 2016 Executive Summary.

Check out this article on the survey -- AIIM research: more than half of businesses now view Process Management as imperative or significant

FREE white paper -- Business Process Management:  User Perceptions and Expectations

FREE webinar on June 15 with me -- No Longer a Luxury, BPM Is Imperative to Business Operations:  5 Steps to Learn How It Can Work for You.

Sign Me Up  

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Topics: process automation, business process management, business process, bpm, digital transformation,

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