[AIIM17] Digital Transformation in 2017 – And the people said… - Bob Larrivee and Thomas LaMonte
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Transcript of [AIIM17] Digital Transformation in 2017 – And the people said… - Bob Larrivee and Thomas LaMonte
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Digital Transformation in 2017 – And the people said…
Based on the 2017 State of Information Management:
Are Businesses Digitally Transforming or Stuck in Neutral?
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Who are you?
TrailblazerCitizen
Outlander
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How strong are your policies and practices related to multi-channel inbound content?
TrailblazerCitizen
Outlander
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What we found.
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AIIM Survey Says• It is not all chaos. – For 24%, they see
themselves as having well defined practices with 23% indicating they use a value-based approach to selective archiving.
Chaotic: users choose their own archive lo-cations and deletion
policies; 23%
Rigid: fixed deletion periods are enforced
at the repository level; 5%
Deferred: we offload information to a basic archive then have fixed
deletions; 7%
Defined: we move infor-mation to an archive sys-
tem with search, retention and hold; 24%
Value-based: we se-lectively archive to our ECM/RM/SharePoint
system; 23%
Open-ended: we keep everything; 16%
Other; 1%
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How many of you have IG policies in place in support of decision making?
TrailblazerCitizen
Outlander
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What we found.
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AIIM Survey Says• Organizations are
organizing. – 27% indicating they
make decisions based upon their agreed upon IG policies.
We have agreed IG policies and we make deci-sions on that
basis; 27%
We have agreed IG policies but
they do not drive our decisions;
16%We are formulat -ing IG policies to help with our de-
cisions; 29%
We do not have a set of agreed and supported IG po-
lices; 28%
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How many of you have business processes that are completely digital?
TrailblazerCitizen
Outlander
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What we found.
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AIIM Survey Says• Organizations are
moving forward. – Twenty-six percent are
integrating projects across departments.
My organization does not understand the term Digital
Transformation; 5%
We do not have plans in place to move the
organization forward; 5%
We plan to begin mov-ing in this direction within the next 6-12
months; 11%
We have one or more projects running at the
departmental level; 19%We are currently integrating
projects across depart-ments; 26%
Completed a depart-mental DT project; 3%
Completed a regional DT initiative; 1%
Completed a global DT initiative; 3%
Many of our opera-tional processes are
now completely digital; 24%
Other; 2%
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What we found.
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AIIM Survey Says• It is a team effort.
– For thirty-nine percent of our respondents it is IT and IT services pushing for digital transformation, while for thirty-one percent, it is the corporate executives.
Corporate/Executives; 31%
IT and IT Services; 39%
Research and De-velopment; 3%
Sales; 1%
Marketing; 3%
Finance; 2%Operations; 4%
Customer Service; 1%
Customer Support; 1%
Legal; 2%Records/Information Management; 10% Other; 3%
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What we found.
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AIIM Survey Says• Where to spend – Nearly half indicate their
organizations will spend more on cloud and Software as a Service options.
Software licenses
Scanning and MFP hardware
Storage
Cloud, SaaS services
Vendor consultancy services
Independent consultancy services
Outsourcing, DPO, MCS services
External training
0% 20% 40% 60% 80% 100%
Much less Less About the same MoreMuch more We don't spend anything on this
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What does this all mean and what can you do?
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Conclusions• Trailblazers know or at least understand the close
correlation between information, process, and people • Trailblazers look at how this change will impact
process and participants, across the end-to-end process
• Issues raised decades ago, still remain as costly barriers that slow or prevent forward motion
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Recommendations• Identify a potential business process where paper-based
information still exists and manual processes are still heavily in use
• Document where the process slows down, what information is involved, the sources of that information, and who interacts with it
• Develop a strategy to leverage captured and analyzed information across multiple departments and for multiple purposes. Embrace the mind set of repurpose not recreate
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