Thanks a bunch. See you in Orlando.

What did it all mean? – Closing summary

What did it all mean?A snapshot:20 Presentations in 15 Minutes

Hubert Dorsainvil, A+E

Gretchen Nadasky, Optimity

The E3 Method of Collaboration -- “Make sure you understand which collaboration scenario you face, and match your tactic to the scenario.”

Pain Principle -- The problem is visible, no one

wants to fix it.Build a community.

Elements of Fire -- The situation is not well-

understood by the group.

Communicate with passion.

Barn Door -- Something bad has happened and

needs to be fixed.Quantify the situation.

Maria Luisa Di Biagio

Beatriz García Garrido

Implementing Automated Retention at the ECB – Key conclusions:

Implementing automated retention is a complex task.

Integration of policy, systems, people & processes is essential.

Flexibility and adjusting to changing requirements are at the basis of a successful implementation.

Communication & management buy-in are key factors.

Laurie Fischer, Consilio

Kurt Neumann, Prime Thera

Technology Pioneers, Explorers & Radicals, Oh My – “We need to acknowledge generational similarities and differences and develop strategies to address them.”

Traditionals 1928-1944 PROCESS

Boomers 1945-1964 RISK

X-ers 1965-1979 PRAGMATISM

Millennials 1980-1995 TRUST

Linksters 1996-2010 POSSIBILITY

State of the Industry– “Risk and Compliance is once again the top business driver for content management, back on top, especially for the largest organizations (up from 38% to 59%).”

Dependency 47% = content system outage of more than 2 hours would cause serious business disruption.

Governance 15% have IG policies but they do not drive decisions

Email 39% describe their email management as “chaotic.”

Inbound 58% describe their inbound handling as ad hoc.

Bob Larrivee, AIIM

From Hell to Purgatory – “We started in hell: no money, no executive support, unmanaged repositories, major legal and compliance requirements. This was our pathway from hell to information governance.”Matt McClelland, BCBSNC

no program program initiated

records management

records and content

management

records, ECM and e-

discovery

information governance

Change Management: Lessons Learned in a Global Engineering and Production Company – “These projects need to be viewed as a marathon – carefully prepared and deliberately run. Your change management checklist in the latter stages of the marathon”

Ines Kaps, Passion2Practice

Feedback sessions.

Status meetings with stakeholders.

Newsletters and success stories.

ACT on feedback.

Conduct key user meetings.

Advanced training.

Don’t Make Us Think: Getting SharePoint to be Useful, Usable, and Used – “’Build it, and they will come?’ That only works in movies. Instead, make your solution the “path of least resistance.” Make it so simple that they don’t have to think about how things work.”Kevin Parker, NEOSTEK

Make it useful.

• Name it.• Plan site types by

business needs.• Plan site

collections.• Use a content

type hub.• Create reusable

list types.

Make it usable.

• Usable content and pages.

• Define what goes where.

• Plan usable navigation.

• Improve search.

Get it used.

• Promote user adoption.

• Communicate.• Provide learning

resources.• Provide support.• Manage change.• Create center of

excellence.

Digital Transformation and Process Transformation

Rolf Bishop, SD County

The Vision

• Anywhere.• Anytime.• Anyhow.

The Problem

• Paper forms.• Manual

processes.• Accessibility and

submission.• Turnaround time.

The Solution Strategy

• Build infrastructure foundation.

• Integrate image and repositories.

• Identify forms & processes to automate.

• Provide an integration point.

Lee Beaken, EPSB

Going Paperless: One District’s Journey -- “Six lessons learned in managing information for 90,000 students and 12,000 employees.”

Build your case.

Keep digital digital.

Make it LESS work.

Fix a specific pain point.

Use the power of workflow.

Point forward.

Russ Stalters, Getting Information

Information Management: The Technology Doesn’t Matter – “Six things I learned along the way.”

Use an established change methodology.

Invest in a certified change management professional.

Executive participation is a must or plan to fail.

Make it fun.

Use innovative communication methods.

Keep momentum by recognizing performance.

Michyle LaPedis, CISCOContent Whack a Mole – “Cisco field and partner teams spend 15-25% of their time searching for … content [in order] to have valuable conversations with customers and partners. We decided to get rid of the brown sweaters in our closet.”

33%

67%

Sales Engineer Hours

Searching Other Tasks

Cost—With 6,000 SEs, the cost of search is $375M per year

Jordan Jones, CISCO

Dani Galmore, Steelcase

Collaboration Trials and Lessons – “When it comes to managing the physical space we work in, there are far more forms of collaborative environments than one thinks.”

1) Phone booths2) Enclaves3) Meeting studios4) Project suites5) Open workspaces

All of these must be viewed against your core challenges. Ours are: 1) hiring and managing great talent, 2) pushing corporate pace, 3) overcoming presence disparity, and 4) increasing effective collaboration.

Steve Stone, United Bank

Automating Image Capture in a Complex Lending Environment – “We needed to create an image archive system equal to or better than our paper system and do it within six months. We faced huge challenges:”

Commercial Loans, Mortgages, Direct and

Indirect Consumer Loans are dramatically different.

The Federal Reserve did not approve of our

previous attempt at loan image

capture.

Document scanning was labor-intensive and

unreliable.

Wildly varying

turnaround times.

We were still keeping

both the paper and

the images.

Ed McQuiston, Onbase by Hyland

Information Management is Hard: Guess What? Your Customers Don’t Care – “A platform is more than a brand.”

Matt Hillery, Iron Mountain

The Last Mile in Information Management – Why hasn’t the last mile been fixed?

Reason 1 – Not sure.

Reason #3: Demand for commercial off-the-shelf solutions.

Reason #2: The origins of RIM weren’t in IT and the problem wasn’t

obvious from the beginning.

Reason #4 Lack of Standards.

Tony Peleska, MN HousingData Analytics: The Foundation and Future and Lies, Damned Lies, and Analytics --

Patrick Maurer, Apex Revenue Tech

Jim Surless, Broadridge

How Regulatory Data Can Set the Narrative for an Analytics Opportunity

Regulatory data is your asset and contains untapped and unlimited

value.

Explore new applications, products and services … build quick

prototypes based upon your data.

Shift from Inside-Out …. to Outside-In … to Outside-Out.

Observe how people work, how people process information ...

listen, think, do.

Think differently – create new sources of value for the user

communities you serve built upon the abundance of data you have.

Charley Barth, Cummins

Geoff Lynch, Allegient

Establishing a Global ECM Program at a Fortune 500 company – “There is more than one way to skin a cat and more than one way to start an ECM program. Every ECM program will have its own unique journey!”

This line of work is not for the lazy

(constant care and feeding is needed).

People will struggle to

understand the concept and its benefit (prepare

for weird stares).

Running an ECM program will not make you popular

(prepare to make enemies).

Accept you will never achieve nirvana (don't

let perfect be the enemy of good).

Many times it takes a

crisis or bad news to get the needed attention .

Alan Pelz-Sharpe, Digital Clarity

Choosing the Right Partner for your ECM Project – The ugly truth…

• There are literally thousands of service providers to chose from.

• The biggest are not always the best – or certainly not the best at everything or for what you need.

• Different firms have different strengths and weaknesses.

• Some firms are easy to work with, others are difficult.

• Some firms consistently do poor quality work!

• Project failure in 2016 is seldom about the technology.

Stephen Ludlow, OpenText

Don’t Talk to me about Content Management

Thanks a bunch. See you in Orlando.

Thank you.See you in Orlando in 2017!