doing information management right
DESCRIPTION
Information Management is critical for every organization. But most struggle understanding how to pull tech capabilities and business need together.TRANSCRIPT
Doing Information Management Right
Agenda
Introductions
2014 Industry Trends
The #1 Information Management Problem
2
About DoculabsDoculabs consultants are experts in enterprise social collaboration and content management. We deliver highly actionable and comprehensive strategic plans and road maps that help our clients achieve their business goals, create competitive advantage, and reduce risk.
Our services help organizations govern information for the benefit of internal and external constituents through enhanced customer communications, e-discovery, and collaboration processes.
Quick Facts•Founded in 1993•Headquartered in Chicago•Privately held•Delivered more than 1000 engagements to more than 500 customers
3
2014 Industry Trends
Shared-Drive Clean Up - Organizations are recognizing the drain on productivity and risk inherent in using shared drives for Document Management.
SharePoint Solidifies as ECM Front End - The industry has realized that SharePoint provides a DM front end that needs to be supplemented by "real" ECM on the backend.
The Cloud isn't Just an Option - In a repeat of the BYOD movement, users have cloud and IT/Compliance are playing catch-up to protect company assets from ending up on consumer cloud offerings.
4
The #1 Information Management Problem
"The practitioners in our industry do not understand how to communicate to
leadership to get funding and support for their initiatives because they don't
articulate how information management impacts the business and delivers value"
An Inconvenient Truth
No executive wants information management — they want to solve the
business problems that better information management can solve and achieve the business objectives it can
help them achieve.
6
ECM for Health and Safety SOPsAS-IS
TO-BE
BENEFI
TS
• Some combination of shared drive/hard drive
• Multiple files must be reconciled into single source of truth
• Rework/lost work
• Browsing through endless folders
• “Phone a friend”• Sending attachments• Relying on print outs and
cheat sheets
• Doesn’t happen
• Single source of truth throughout life of document
• Easily manage changes from multiple authors
• Accurate keyword search produces relevant results
• Sending links to single version of document
• Ability to securely share content with external parties
• Systematic disposition of content according to rules enforced by the system of record
• Decreased risk of HSE incidents • Increased efficiency in executing operational processes• Improved ability to comply with information requests related to operational processes• Decreased information security risks associated with uncontrolled document sharing
(e.g., IP loss)
Information Management at Your Org
1. What have been the big wins for information management at your org?
2. What are your 2014 initiatives?
3. What are the business objectives that your initiatives support?
How Doculabs Can HelpBuilding a strategy. From assessing the current state to delivering actionable roadmaps to reach the recommended future state, we’ve helped hundreds of organizations chart a course to successful content management.
Making the business case. Move beyond generic benefits and soft gains to tangible, business-relevant impacts of ECM.
Defining and operationalizing an ECM program. Get all the stakeholders at the table and working together to make ECM successful and sustainable.
9
Thank You
10
Lane Severson(312) 881-1660
Joe Shepley(773)-827-2945