AIIM - The Global Community of Information Professionals

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,

Trip report -- How can you automate content ingestion and digestion?

Oct 14, 2015 5:00:00 PM by John Mancini

The AIIM roadshow is continuing along.  Five cities down and four to go.

Cities still to come... (Still time to register -- events are free)

Anaheim -- Houston  -- San Francisco -- Washington

It was terrific in Minneapolis to catch up with AIIM superstar and Santa doppleganger Carl Anderson, and to spend a little time with New York chapter president John Schaeffer.

One of the presentations that caught my attention in Minneapolis was by Array Technology, with a focus on their Constellation Content Cloud. The business problem they focus on is sorting through the initial document chaos that is present in just about any organization and automating document and content ingestion and digestion.

The particular aspect I liked was sorting through the processes -- typically manual processes in most organizations -- involved in: 1) improving the scale of document imaging (how can you speed up and automate document ingestion), 2) reducing manual labor, 3) applying metadata, and 4) improving ECM usability.  I'm not in the business of recommending any particular solution, but I do like the way they describe and organize the ingestion/digestion problem.  Here's the slide they used:

Hope to see some of you in AnaheimHoustonSan Francisco or Washington.

Previous trip reports...

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Topics: ecm, process management, capture, bpm, process

7 questions - How should mobile and cloud change the way you develop content and deploy processes?

Sep 22, 2015 6:40:00 PM by John Mancini

7 questions you should ask about paper reduction and process transformation

Number 7 -- How should mobile/cloud change the way you develop content and deploy processes?

  • Get moving, or risk the business proceeding without you -> Individuals are largely in favor of moving ECM content to the cloud (71%), mostly as a small on-prem/large cloud hybrid. Their organizations are less positive, with 48% in favor of cloud, 28% resolutely against, and 28% with no decision made as yet.
  • There is a shift toward platforms with greater agility -> Per Forrester, “Some firms are turning to new, “low-code” application platforms that accelerate app delivery by dramatically reduce the amount of hand-coding required. Faster delivery is the primary benefit of these application platforms; they also help firms respond more quickly to customer feedback after initial software releases and provision mobile and multichannel apps. Usage of low-code platforms is gaining momentum for customer-facing applications.

Number 6 -- How should you handle paper, mobile, on-premise, and cloud information so you don’t get in trouble with the lawyers?

Number 5 - What is “case management” and why is it critical in meeting and exceeding the expectations of customers? 

Number 4 -- How is mobile changing how you capture and create process-based content?

Number 3 -- Why is information “capture” and creation more than just scanning documents into an archive?

Number 2 -- In what kinds of processes can a focus on paper reduction generate quick wins?

Number 1 --  Why should you care about paper reduction and process transformation?

Come to our free seminar on going paper-free.  Coming to a city near you!

Free AIIM Seminar - in your city!

Anaheim -- Calgary -- Chicago -- Houston -- Minneapolis -- New York -- San Francisco -- Toronto -- Washington

The AIIM Tribe stop one in Calgary:

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Topics: paper free day, paper, ecm, process management, processes

7 questions you should ask about paper reduction and process transformation - Number 5

Sep 14, 2015 11:43:32 AM by John Mancini

7 questions you should ask about paper reduction and process transformation

Number 5 - What is “case management” and why is it critical in meeting and exceeding the expectations of customers? 

  • The problem of storing customer information in multiple places is not going away -> 52% have three or more ECM/DM/RM systems. 22% have five or more (38% of the largest). These numbers are a few percentage points up on the 2013 survey, so no evidence of consolidation as yet.
  • Organizations lack a consistent strategy to capture, view, and act on customer information -> 30% have some degree of integrated multi-channel inbound communications, but only 5% are auto-routing to multiple processes. 22% handle paper and electronic inbound separately.
  • Processes are not as predictable as we would like -> For 51% of the organizations polled, half or more of their business processes are not straightforward or predictable. For 62% half or more processes involve assembling a case folder, claim file, project folder, proposal, etc.

Number 4 -- How is mobile changing how you capture and create process-based content?

Number 3 -- Why is information “capture” and creation more than just scanning documents into an archive?

Number 2 -- In what kinds of processes can a focus on paper reduction generate quick wins?

Number 1 --  Why should you care about paper reduction and process transformation?

Come to our free seminar on going paper-free.  Coming to a city near you!

Free AIIM Seminar - in your city!

Anaheim -- Calgary -- Chicago -- Houston -- Minneapolis -- New York -- San Francisco -- Toronto -- Washington

 

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Topics: paper free day, paper, ecm, process management, processes

7 questions - Number 4 - How is mobile changing how you capture and create process-based content?

Sep 4, 2015 7:37:00 AM by John Mancini

7 questions you should ask about paper reduction and process transformation

Number 4 -- How is mobile changing how you capture and create process-based content?

  • Mobile is increasingly core to business strategy -> Two thirds of respondents recognize the importance of mobile devices for content access and data capture. 25% are keen to exploit mobile and 9% see it as a “required option for all processes.”
  • Mobile places an ad hoc scanner and form generator in the pocket of every employee, customer, and partner.
  • Information captured via mobile devices contains a host of useful metadata.

Number 3 -- Why information “capture” and creation is more than just scanning documents into an archive?

Number 2 -- In what kinds of processes can a focus on paper reduction generate quick wins?

Number 1 --  Why should you care about paper reduction and process transformation?

Come to our free seminar on going paper-free.  Coming to a city near you!

Free AIIM Seminar - in your city!

Anaheim -- Calgary -- Chicago -- Houston -- Minneapolis -- New York -- San Francisco -- Toronto -- Washington

 

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Topics: paper free day, paper, ecm, process management, processes

7 questions - Number 3 - Why information “capture” and creation is more than just scanning documents into an archive

Sep 3, 2015 9:28:00 AM by John Mancini

7 questions you should ask about paper reduction and process transformation

 

Number 3 -- Why information “capture” and creation is more than just scanning documents into an archive

  • Unless checked, documents have an inherent tendency to reproduce -> On average, 35% of scanned documents are 100% born digital i.e., unchanged from printer to scanner. 16% of scanned documents are photocopied before scanning, and 65% are not destroyed after scanning.
  • The number and form of inputs that must be managed is accelerating -> While 47% have automated management of inbound invoices and web forms, only 34% automate email routing. Only 29% automate handling of forms on paper.
  • Capturing and managing these inputs is a key problem for most organizations -> For 67% of respondents, half or more of their main LOB processes involve connecting multi-channel inbound content to one managed process. One third consider this to be their biggest single problem in managing cases. 

Number 2 -- In what kinds of processes can a focus on paper reduction generate quick wins?

Number 1 --  Why should you care about paper reduction and process transformation?

Come to our free seminar on going paper-free.  Coming to a city near you!

Free AIIM Seminar - in your city!

Anaheim -- Calgary -- Chicago -- Houston -- Minneapolis -- New York -- San Francisco -- Toronto -- Washington

 

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Topics: paper free day, paper, ecm, process management, processes

7 questions you should ask about paper reduction and process transformation - Number 2

Sep 2, 2015 9:12:23 AM by John Mancini

7 questions you should ask about paper reduction and process transformation

Number 2 -- In what kinds of processes can a focus on paper reduction generate quick wins?

  • In general a focus on paper reduction yields quick results -> 60% of users have seen ROI on their paper-free projects within 12 months, and an impressive 77% within 18 months. Faster response to customers and higher productivity are seen as the biggest benefits, along with improved remote and mobile availability. Legal and finance departments are considered to be the most resistant to paper-free working.
  • Accounting processes still a great place to start -> On average, 44% of invoices arrive as electronic (PDF, Fax, EDI). 59% of these will still end up as a paper copy, mostly printed prior to manual processing (39%). 13% print a copy and then scan it back in. Only 8% pass it directly to the capture system.
  • Eliminating paper at the door is a proven strategy -> 38% of users showed an ROI from digital mailrooms within 12 months, and 60% within 18 months.
Number 1 --  Why should you care about paper reduction and process transformation

Come to our free seminar on going paper-free.  Coming to a city near you!

Free AIIM Seminar - in your city!

Anaheim -- Calgary -- Chicago -- Houston -- Minneapolis -- New York -- San Francisco -- Toronto -- Washington

 

Read More

Topics: paper free day, paper, ecm, process management, processes

7 questions you should ask about paper reduction and process transformation - Number 6

Sep 1, 2015 3:13:00 PM by John Mancini

7 questions you should ask about paper reduction and process transformation

Number 6 -- How should you handle paper, mobile, on-premise, and cloud information so you don’t get in trouble with the lawyers?

  • Even in advanced organizations, a lot of chaos still exists -> 62% are still strongly reliant on their file-shares.
  • A strategy and appropriate infrastructure are the first steps -> 75% agree that ECM/RM is a fundamental part of their information security regime.
  • Creating a strategy for managing process information achieves two core objectives -> 58% consider their case handling system to be vital or very important to their customer experience management. And for 67% it is vital or very important for legal and regulatory compliance.

Number 5 - What is “case management” and why is it critical in meeting and exceeding the expectations of customers? 

Number 4 -- How is mobile changing how you capture and create process-based content?

Number 3 -- Why is information “capture” and creation more than just scanning documents into an archive?

Number 2 -- In what kinds of processes can a focus on paper reduction generate quick wins?

Number 1 --  Why should you care about paper reduction and process transformation?

Come to our free seminar on going paper-free.  Coming to a city near you!

Free AIIM Seminar - in your city!

Anaheim -- Calgary -- Chicago -- Houston -- Minneapolis -- New York -- San Francisco -- Toronto -- Washington

 

Read More

Topics: paper free day, paper, ecm, process management, processes

7 questions you should ask about paper reduction and process transformation - Number 1

Sep 1, 2015 2:27:00 PM by John Mancini

7 questions you should ask about paper reduction and process transformation

Number 1 -- Why should you care about paper reduction and process transformation?
  • The speed of business is accelerating -> 68% of respondents agree that business-at-the-speed-of-paper will be “unacceptable in just a few years’ time.”
  • Paper is visible as a problem -> 46% consider that the biggest single productivity improvement for most of their business processes is to remove the paper.
  • Management still not focused on the problem -> Lack of management initiatives and the (perceived) need for physical signatures are given as the top reasons why there is still so much paper in business processes. Paper flowing through processes is decreasing for 46% of organizations, increasing for 25%.

Come to our free seminar on going paper-free.  Coming to a city near you!

Free AIIM Seminar - in your city!

Anaheim -- Calgary -- Chicago -- Houston -- Minneapolis -- New York -- San Francisco -- Toronto -- Washington

 

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Topics: paper free day, paper, ecm, process management, processes

Confess -- Are Your Processes Better Suited for 1995 than 2015?

Feb 5, 2015 9:49:00 AM by John Mancini

4 Trends That Will Force You Confess -- Are Your Business Processes Better Suited for 1995 than 2015?

"It was 20 years ago today, Sergeant Pepper taught the band to play..." And also, 20 years ago is a pretty realistic picture for most organizations of what many of their back-end business processes look like.

It's time to act -- check out 4 Trends That Will Make You Rethink Your Processes.

The amount of paper still used in your business processes is a good indicator of how far behind you are in preparing your organization to address the challenge of digital transformation.  Think about these data points...

1 -- In 25% of organizations the volume of physical paper is increasing instead instead of decreasing.

2 -- Even when organizations deploy scanning technologies to reduce their use of paper, 16% of the original paper documents still get photocopied before scanning, and 65% of these documents are not destroyed or recycled after scanning. In other words the paper still survives, and keeps piling up.

3 -- Even business processes that many think were automated a long time ago still use significant amounts of paper. For organizations committed to financial automation, 44% of their invoices initially arrive in electronic form, yet 59% of those digital invoices will still end up as a paper copy.

Reinventing your core processes is clearly critical to building your digital transformation strategy. AIIM15 will give you the tools to succeed.

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How should your organization TRANSFORM and AUTOMATE your information-intensive business processes? This free e-book provides some tips:

Download the free AIIM15 ebook.

Join us at AIIM15 and connect with hundreds of other executives wrestling with these challenges and get access to sessions like these... Full List of Conference sessions HERE.

  • AIIM Certified Information Professional Briefing
  • AIIM BPM Practitioner Training Session
  • AIIM ECM Practitioner Training Session
  • The Race to Digital Transformation -- Keynote Speaker: Brian Solis, Principal, Altimeter Group
  • Industry Insights 2020 Expert Panel -- Focus on Process Transformation
  • The Gen Z Effect; The Six Forces Shaping the Future of Business -- Keynote Speaker: Tom Koulopoulos, Founder, Delphi Group and author of nine books
  • Living the Digital Transformation Dream -- Case Study -- ConocoPhilips -- Keynote Speaker: Christy Clark, Director Enterprise Content Management, ConocoPhillips
  • Living the Digital Transformation Dream -- Case Study -- Yale School of Medicine -- Keynote Speaker: Daniel Barchi, CIO, Yale School of Medicine & Yale-New Haven Health System
  • Innovative Use of SharePoint 2013 for IKM in a 9000+ Person Organization -- Barry Byrne, Sr Information & Knowledge Mgt Officer, Irish Defence Forces HQ
  • Before Leaping Into That Technical Solution, Consider Assessing Your ECM Status -- Alix Kneifel, Owner/Principal Consultant, A.Kneifel and Associates
  • What the Oil and Gas Industry Can Tell You About Documents and Data -- Neale Stidolph, Head of Information Management, Lockheed Martin UK
  • Smooth is Fast: Transforming Your ECM Strategy -- Rich Medina, Co-Founder, & Principal Consultant, Doculabs
  • Letting Go Of "Perfect": A Case Study of a One Size Fits All RIM SharePoint -- Renee Latham, Director, ERM, Sunovion Pharmaceuticals, and Christine Padilla, Director, ECM, Sunovion Pharmaceutical
  • Change Management: From Chaos to Transformation -- Laurie Fischer, Managing Director, Huron Consulting Group
  • and much, much MORE.

 

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Topics: process automation, process management, bpm

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