AIIM - The Global Community of Information Professionals

11 Things You Need to Know About Uncontrolled Information

Jul 18, 2017 10:47:00 AM by John Mancini

The reality for many organizations is that uncontrolled information – and especially paper -- still has a stranglehold on day-to-day activities. Many tasks requiring review and approval still require physical interactions with paper-based information. There is clearly room and opportunity for business organizations to maximize their information use and value as well as lower operating costs by removing paper from their business processes. 

Information capture is the first step in being paper-free, whether it is digitizing paper using scanners, or capturing digitally created information immediately and maintaining it in digital form. 

Consider the following 11 data points from AIIM research pointing to the challenges associated with managing unstructured information:

  1. 65% of organizations say they are still “signing” on paper.
  2. Paper is still with us despite everything - only 43% of organizations say paper is decreasing in their organizations.
  3. The human factor is still the primary reason for paper use for handling, reading, and note taking (47%), along with lack of a management plan to move away from paper (47%).
  4. 39% of organizations say they lack understanding and awareness when it comes to paper-free options.
  5. 66% of organizations report rising numbers of digital inbound documents.
  6. 38% of organizations say that they now receive more digital invoices than those in paper form.
  7. When it comes to converting key business processes, Accounts Payables (AP) is the top priority for 30% of organizations.
  8. 36% of organizations say they have a combination of paper and digital content in the same workflows.
  9. 43% of organizations say removal of paper from processes should be a constant objective.
  10. Key benefits identified in gaining control of uncontrolled information are faster customer response (50%) and higher productivity (42%).
  11. 45% of organizations report payback of their information capture investments in less than 6 months.

Interested in finding out more? Check out this new Tip Sheet, Understanding the “Three” Root Causes of Process Inefficiency.

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Topics: content management, ecm, scanning, capture, digital transformation,, information capture

Guest Post - Scan to Email is not the Right Way to Digitize Your Business

Jun 30, 2017 10:38:00 AM by Wouter Koelewijn

An increasing number of organizations are digitizing their business processes to improve productivity and reduce costs and the risk of human error. Often organizations start by scanning to email where a person scans a document which is sent into their personal email inbox and is then manually delivered to the final destination. This is extremely bad for businesses and replacing scan to email should be a key part of any organization’s digitization strategy.

How Scan to Email is Damaging Your Business

The manual nature of the scan to email process and its limitations are outdated and paradoxical to everything digitization aims to achieve. Scan to email also poses several issues which makes it harmful for your business, including:

  • Unsecure and Non-Compliant – A scanned document sent by email allows sensitive and confidential documents to be forwarded easily to anyone outside the company or to the wrong people internally. In industries that must adhere to compliance regulations to ensure privacy, the potential for human error or malicious behaviour can have serious consequences.
  • Inconsistent Document Format, Quality and File Naming – Today’s scan or multifunction printer devices are complicated with complex menu systems. The user has to make many decisions, including the output file type, scan quality settings and name of the document. This results in inconsistencies, making it difficult to manage digital content.
  • Limitations of Image Files – Traditional scan to email usually only creates an image file as a read-only PDF. Consequently text cannot be keyword searched and retrieved easily. Costly time is spent on searching for documents that could be better spent on more productive activities.
  • A misuse of Email – Any IT administrator will tell you that cost of email storage is expensive. Scanning to email, forwarding by email – clogs up email infrastructure. Rarely does anyone permanently delete scans sent by the printer.

What is the alternative?

So, what is the alternative?  Quite simply, companies should look for solutions that offer digital document workflows with built-in tools to eliminate these issues. Removing as much of the manual process as possible speeds up the process, improves accuracy and provides consistent digital content that can be searched and retrieved easily. Further, workflows that automatically send the encrypted digital document to a pre-defined, authorized destination is a critical need. The destination might be a cloud-based repository (such as Dropbox Business), an on premise electronic content management (ECM) or a line of business application. By defining an authorized destination and automatically routing the scanned document to that location, the possibility of digital files getting lost or into the wrong hands is eliminated. 

What are Digital Document Workflows?

Digital document workflows are templates that are set up by an administrator and determine scan parameters, including the quality, name, format as well as the destination of the document. These automated workflows simplify and secure the scan process for the user, reducing it to a simple and accurate one click process, all carried out at the scanner or MFD (multifunctional device). The document is output into a usable file format so that it can be both edited and searched to enable quick and easy retrieval. In terms of security, individuals only see the workflows they are authorized to use, making it quick, simple and secure.

Further, workflows can be created for a particular user or groups of users; for example for all users responsible for scanning invoices. In this way, all users create and distribute scans in a consistent manner. Let’s look at a particular use case for automated scan workflows.

Scan and forget

Compared to scan to email, digital document workflows enable the user to scan and forget. The workflow is predefined and with one press of a button, the document is scanned, stored and, if needed, an email is sent to someone automatically alerting them of the document’s arrival. In this sense, the user simply scans and forgets about the details as they are taken care of automatically.

Contrast this to scan to email. At the scan device, the user has to decide whether the scan will be a pdf or a jpg typically and the scan settings have to be chosen by stepping through complicated and confusing menu systems. This is repeated for each scan. Then it is back to the workstation to check email for the scan’s arrival. Next, open email and save the document with a name that makes sense for her (but maybe not for anyone else) to the desktop or networked folder. This is repeated for each scan. In many cases, an email is sent to someone to let them know the scan is on a networked folder or the email itself contains the scan (email clogging). In any of these steps, there is room for human error.

There is little doubt that scan to email is an outdated, inefficient process that poses a high risk of human error. Scan workflows remove these issues. For any organization looking to improve efficiency through digitalization, replacing scan to email is essential.

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About the author:  

Wouter Koelewijn is Senior Vice President, Managing Director, Y Soft Scanning Division and an outspoken advocate for simplifying scanning on MFD's (Multifunction Devices). Prior to working with Y Soft, Mr. Koelewijn founded X-Solutions in late 2002 which was later acquired by Nuance in 2009. Prior to X-Solutions, Wouter was the CTO and co-founder of a Xerox concessionaire in the Netherlands from 1994-2002. Mr. Koelewijn is married and has two children. He enjoys skiing, swimming and sailing.  Wouter.koelewijn@ysoft.com

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Topics: privacy, business process, scanning, capture, security, Digital business, information security, information capture, gdpr

Need a Content Management Quick Fix? Here's of 19 Them!

Feb 13, 2017 10:00:00 AM by John Mancini

In case you missed some of our new short-form "Tip Sheets," here's a full list. Happy reading!

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Topics: collabortion, data, enterprise content management, ecm, capture

Get a Head Start on Those New Year's Resolutions

Dec 15, 2016 12:40:45 PM by Bob Larrivee

How to Plan Your Information Management Strategy in 2017

Information management constantly adjusts and reacts to advancements in technology and attitudes. While the way we manage information has undergone a substantial transformation in the last few years, the technology that incited the changes is still growing and at a faster pace than most can keep up with.



So, what does this mean for you? How can you stay ahead rather than simply jump on the bandwagon?  To help you, AIIM’s chief analyst, Bob Larrivee, has compiled the data from five community-wide surveys and identified the game-changing trends you need to know about.

Join us on January 18 at 2pm as we outline these trends, the stats behind them, and offer strategies to approach these critical changes to the way you manage information in 2017, including: the rise in compliance and risk driving Information Management, the importance of inbound capture processes, the benefit of automated capture processes, the role of capture with content analytics. 

We’ll also hear from leading technology consultant Mark Brousseau as he shares customer use case stories to put this analysis into context. Mark and Bob will then offer best practices and recommendations for applying this knowledge within YOUR organization and help you make the case to your executives to help you succeed.

How to Plan Your Information Management Strategy in 2017

Key Areas Where Information Management is Advancing and Changing

Free Webinar -- January 18, 2 pm EST

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Topics: information governance, content management, future, capture, trends

Some Thought-Provoking Resources on ECM and Capture

Nov 17, 2016 11:06:00 AM by Sean McGauley

This month there's been some unbelievable content floating around from both AIIM and from other thought-leaders in our space. Since there is so much, odds are you may be missing out on some great information. That's why I've taken the time to select a couple of my recent favorite resources as well as a special invitation below.

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Topics: ecm, capture

3 Ways Document Capture is Changing

Nov 15, 2016 6:29:40 PM by John Mancini

That nice comfortable world we knew as “document capture” is changing and it’s ABOUT TIME.  Capture is becoming something much more strategic.  Here are three key changes I see.

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Topics: mobile capture, scanning, capture, information capture

The Top 10 Mistakes Companies Make When Deploying a Document Scanning Solution -- And How to Avoid Them

Oct 18, 2016 5:22:15 PM by John Mancini

I recently came across this white paper, and rather liked the insights it provided in how to avoid mistakes in choosing a document scanning solution.  Here’s a quick snapshot of the 10 Mistakes contained in the white paper.  Click HERE to get a copy of the whole paper.

DOWNLOAD YOUR WHITE PAPER 

 

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Topics: content management, scanning, capture, information capture

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.

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

Information Chaos Summer Catchup - 6 Tip Sheets and 28 "Must Knows"

Aug 19, 2016 10:23:32 AM by John Mancini

Digital Transformation Roundup -- 6 Information Management Tip Sheets and 28 "Must Knows" You Don't Want to Miss

In case you missed them while taking a few days off this summer, here are a few of my most popular tip sheets and posts from the summer. Check 'em out.

7 Tips to Create MORE Information Chaos

There are lots of ways to being to attack the challenge of information chaos.  But how might you inadvertently make things worse

Download Your Tipsheet!

6 Things You Need to Know About Emerging Markets and Information Management

Among both information management users and information management solution-providers, the digital disruption that is coming drives a number of opportunities and challenges.  On the user side, organizations must extend their content and information management capabilities into new markets, and understand how those markets are different from the traditional markets they serve, and think through how those different needs translate into different content management infrastructure requirements.  Similarly, content management solution providers have focused on established markets and economies. They will now face two pressures: 1) new “home-grown” content management competitors who really understand the unique issues of their home markets; and 2) pressures from their customer base to provide the tools they need to penetrate emerging market. 

Download Your Tipsheet!

3 Reasons Why Document Processing Should Matter to the C-Suite

Here’s the fundamental question for many organizations – When it comes to streamlined document processing, why bother? What business results can you expect if you go down this path?  Let’s take a look at intelligent document recognition and streamlined document processing through the prism of the 3 things that keep C-level executives up at night:  Cost, Compliance, and Customers.

Download Your Tipsheet!

4 Steps to Leverage What You Already Have and Know to Improve Customer Experiences

Digital Disruption. Digital Experiences. They are on the wish list for just about every C-level executive. But where do you start? How do you move from the hype to value? A good place to start is by leveraging the capabilities you likely already have – scanning, capture, and the digital mailroom – and extending them into the core processes that you use to run your business.

Download Your Tipsheet!

5 Faces of Information Chaos

For many years, I’ve watched people in organizations that I KNOW could benefit from content technologies politely listen to sales presentations, nod their heads and then back away from a decision.  I find this “reluctance to commit” mysterious, because most of the people that I’ve spoken with who have automated a previously paper-driven process swear by the results and wouldn’t return to life pre-content management for anything.  I’m convinced that this “reluctance to commit” is due to the fact that many on the sell-side of our industry (including AIIM at times, I’ll confess!) can’t resist talking about technology.  ECM! BPM! Taxonomies! Metadata! Capture!

Download Your Tipsheet!

3 Questions to Ask About Content Creation

Content is a valuable corporate asset, driven by value, created by many authors, and generated from many sources. Yet content creation is often taken for granted by business organizations as something that just happens as part of the daily business routine.

Download Your Tipsheet!

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You might also be interested in these 6 blog posts...

8 Reminders About Why World Paper Free Day Matters

Digital Disruption and the Structure of Emerging Markets

7 Tips to Unstick Your SharePoint Implementation

Big Data, Content Analytics, Information Capture and the Hype Curve

Preparing for the Era of Intelligent Machines

What Part of Being Blockbustered Don't You Understand?  Digital Transformation In Action

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In the Toronto, NY or DC metro areas?  We've got a process improvement seminar coming up in your neighborhood!  They're FREE.

Washington DC event -- October 4 at the National Press Club

RSVP Now

New York event-- October 6 at the Manhattan Penthouse

CLICK HERE FOR MORE INFO

Toronto event -- October 13 at the Allstream Centre

CLICK HERE FOR MORE INFO
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Topics: process management, capture, information chaos, digital transformation,

Unleash More Value from the Data You're Already Collecting [Webinar]

Aug 17, 2016 10:30:00 AM by Sean McGauley


Information is driving today’s organizations, it has become the key to better insight, seamless experiences, and improving performance overall. Many of us are gathering information every day in the form of business documents; but, how many of us are actually putting this data to work? It's time to shift your focus to utilizing this information to provide more insight and improve your processes.

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Topics: capture

About AIIM

AIIM provides market research, expert advice, and skills development to an empowered community of leaders committed to information-driven innovation.

Click to Download - The Next Wave: Moving from ECM to Intelligent Information Management

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