Managing Information in the Social, Local, and Mobile Era

Automation Sessions

Managing Content – In High-Volume Production Environments

Process Session
Tue, Mar 20, 2012 - 4:30 PM
Jan Ivar Boeyum, Technical Manager, NETS Norway AS

The presentation describes how NETS Norway is using content management in a high-volume production environment. With a volume of over 1 million production documents per day stored in archive for long-term storage, most of the documents are also distributed in selected output channels the same day. Channels used are email, Internet banking interface (where customers get online access to the document), e-books (electronic mailbox product), and postal shipments (printed paper). The same content management system are also used to customer self service through the Internet bank. Contracts between banks and their customer are digital signed inside the Internet banking system, and the result is stored in the archive of the content management system. The number of online access calls to the system can exceed 1.2 million per day with a average response time on 0.320 seconds including format conversion. Most of the accessed documents are in the storage format (TIFF, etc.) and a conversion of the documents to e.g. PDF is being done at the request time. It also describes how some of the Norwegian Banks are using the system in their day-to-day business. With online access to the system they are storing and retrieving documents through Web service interfaces to their own online systems and how they can distribute the result through the distribution channels.

Four Steps of Automation

Process Session
Tue, Mar 20, 2012 - 5:00 PM
Joe Budelli, Senior Vice President of Sales, ABBYY

Even today, in the age of information technology and mobile ubiquity, many organizations encounter numerous forms and paper documents while on the go. Moreover, many of them continue to manually process these materials, spending considerable time and human resources. What some organizations don’t know is that mobile automation is the solution to the problem. In this presentation, Joe will share current industry research that points to mobile automation, the pros and cons of mobile applications and cloud solutions, and the opportunity for businesses to utilize mobile data capture in the paper-oriented world that we live in. Using real-world examples, the audience will learn the four steps of mobile automation and what it takes to fully integrate a mobile data and document capture system.

How Mobile Capture Can Transform Your Business Process

Process Session
Wed, Mar 21, 2012 - 10:00 AM
Harvey Spencer, President, Harvey Spencer Associates, Inc

Despite continual moves towards electronic documents, paper still affects all business – checks, receipts, and business cards and are just some examples. These documents are being scanned today using cell phone cameras to transform business processes. More specialized documents are being captured by mobile workers, such as truck drivers who have to capture and process transportation documents.

There are approximately 18 million mobile workers in the US today; forecast to rise by 11% to over 20 million by 2018. These workers cover a range of industries and occupations from auditors to salesmen to tax examiners; from claims adjusters to medical workers to meter readers. All of them need to be integrated into today’s real-time business environments using mobile wireless broadband communications. At the same time they need to capture and process physical documents. The capabilities and power of smart mobile devices, cameras, and bandwidth continue to improve; expanding the range of capability and potential applications. We estimate that around $500m a year can be spent on technologies by 2015 to capture business-critical information using mobile devices.

This presentation will explore some of these opportunities, the technologies that we can employ; the successes and failures so far; and what we have learned and some new potentially dramatic opportunities to change the ways we interact with, capture, and process business information.

Enterprises Are Already Using Mobile Capture: Here’s How

Process Session
Wed, Mar 21, 2012 - 10:30 AM
Daniel O'Leary, Director of Inside Sales, CloudShare

Do mobile devices have a real purpose in the enterprise other than playing angry birds? How do you leverage consumer technology like the iPad to not only consume information, but to capture it as well. In this session, Dan will show you how customers are building out an enterprise framework with applications on the iPad and other mobile devices to capture data without ever creating paper.

Expand, Unlearn, and Ignore

Process Session
Wed, Mar 21, 2012 - 11:30 AM
Dan Antion, Vice President, Information Services, American Nuclear Insurers

The underlying difficulty in implementing an ECM solution is the fact that you have to change people’s behavior. The three elements of the title of this presentation represent three types of change that we find we often have to address. The primary project that is the basis of this presentation is our most aggressive ECM implementation to-date, both in terms of the requirements we were trying to satisfy, and degree of change we were asking people to accept. We built a workflow-driven process around the creation, storage, and distribution of engineering inspection reports. Prior to developing this solution, report production varied somewhat by individual and reports were stored in shared folders.

Expand – Refers to the differences between managed and unmanaged activity. People need to accept that managed content requires more information, perhaps more steps in processing, etc. It is also helpful if you can show them how they can implement some of those features in their unmanaged content as well.

Unlearn – We replaced large sections of the “way we’ve always done…” People have to understand that some tasks are no longer necessary or productive (emailing a copy of the managed document for review) and may in fact undermine the success of the project (if one goal is to reduce ediscovery costs).

Ignore – Some critical process tasks are simply handled by the workflows in an automated process. Notification is an example of one that we struggled with. A key feature of the system was that it notified people when action was required by them (just in time) but people have to resist the urge to augment that with emails, messages, and walking over to someone’s desk.

Each of these types of behavior requires a different, sometimes nuanced approach to effecting change. The presentation will share some information and raise some questions about how to effectively bring about these changes.

Quick Change Artists: Managing Dynamically Changing Content

Control Session
Wed, Mar 21, 2012 - 11:30 AM
Linda Larrivee, Director, Product Content and Communications, Ultimate Software

In November 2011, Ultimate Software was the recipient of a Forrester Groundswell Award for the effectiveness of its social customer community, showing that you can achieve innovation in social technology applications while still achieving key business and organization goals.  As a SaaS provider of People Management solutions, it’s vital that Ultimate respond quickly to the latest changes from taxing authorities and regulatory agencies, providing timely and accurate communications to customers.   Managing related content in a way that enables rapid and dynamic communication is only possible through the application of well-organized structure and controls including single-source authoring. This session looks at how Ultimate Software’s Content and Communications team is continuously improving upon how to collect, create and manage information used to support a dynamic customer communications environment.

Information Governance:  What Works and What Doesn’t

Control Session
Wed, Mar 21, 2012 - 12:00 PM
Priscilla Emery, President, e-Nterprise Advisors
Cindy Buchanan, Enterprise Records Administrator, Sacramento Municipal Utility District (SMUD)
Elizabeth Castro, Legal RIM Manager, Canon USA
Carol Keuch, Director, ECRM Programs for Public Sector, The IQ Business Group
Suresh Shenoy, EVP, Information Management Consultants (IMC)
William Shute, Vice President, Product, Viewpointe
Lawrence Wischerth, Director, Enterprise Information and Records Management, Healthfirst

Information governance has become the new corporate buzzword for gaining control over wayward information assets and processes, including SharePoint repositories, official records, emails, and social media. However, many enterprises don’t really understand what governance is, much less what is involved with turning the idea of governance into an actionable plan. Priscilla will moderate this discussion between an experienced panel of users, consultants, and service providers who will provide their perspectives on what information governance is; what approaches are working in their organizations or with their clients; and what mistakes have been made that you should avoid - especially things that just don't work. This will not just be a technology discussion but will focus on the processes, project, people, and change management issues that need to be addressed as part of this effort. Questions will not only be accepted from the audience but we will challenge our respective Twitter and/or Linkedin, etc. followers to add to the mix before and during the session.

Transform Your Shared Drives: Take Out the eTrash

Process Session
Wed, Mar 21, 2012 - 1:30 PM
Brian Tuemmler, Director, Gimmal Group

Eighty percent of your corporate knowledge still resides on network shared drives. The good stuff is intermingled with old, trivial, and useless etrash. Most of it cannot or should not be captured in an enterprise content and records management (ECRM) system. As long as it is there, it is costly to manage, produce, and search through. This presentation will show you what you can do to take out the garbage, put things in their proper place, and move the remaining good content into a new organized folder structure or, more importantly, to an ECRM. We will draw from real-life experience of federal agencies and fortune 100 companies who are in the process of transforming their shared drives.

From Content Chaos to Corporate Collaboration – Turning the Information Deluge into Business Advantage

Process Session
Wed, Mar 21, 2012 - 3:00 PM
Doug Miles, Director, AIIM

Doug will spin through his view of how we can grab hold of all this information and turn it around to productive advantage. Using results from a number of recent surveys carried out across the AIIM community, Doug will highlight the reported benefits and ROIs that confirm where the payback comes from investments in capture, content management, records management, mobile apps, and social business. If you need to make a business case for any of these applications, the answers are here – including how many organizations implemented SharePoint or social without ever making a business case!

Capture Enabled BPM

Process Session
Wed, Mar 21, 2012 - 3:30 PM
Carl Hillier, Senior Director of Product Marketing, Kofax

The relationship between Content and BPM has continued to evolve. The advances in information capture have made it possible to deliver actionable business information earlier and earlier in the business process, pushing back the envelope out to the Point of Origination, reducing processing cycle times and improving process performance. The ability to extract the information buried within business documents with increasing speed and accuracy enables Touchless Processing, delivering greater efficiency and consistency.  In order for the business benefits to be truly realized, this capability must transition from siloed deployments to a fully integrated, Enterprise Ready component of an organization's IT Infrastructure.

Cloud Collaboration Strategies and Technologies

Control Session
Thu, Mar 22, 2012 - 10:00 AM
Bud Porter-Roth, Founder and Principal Consultant, Porter-Roth Associates, Porter-Roth Associates

Cloud computing has spawned a new industry with many different technologies and applications including new approaches to document management, workflow, and storage not to mention new approaches to buying and managing software. These cloud technologies are more than evolutionary – they are challenging, and in some cases revolutionizing, the very roots of traditional document and records management. Add in the fact that we still have paper-based systems in place, existing legacy document/records management systems in place, and now cloud-based document/records management applications that dramatically extend the reach of a single person or corporation, and we are looking at the need to completely rethink how we do business.

This presentation will help the user understand cloud-collaboration technologies including document management, records management, preservation, legal, workflow, and storage. Mr. Porter-Roth will also review benefits and risks, as well at touch upon emerging governance issues. Because the cloud-collaboration technologies are changing rapidly, there is no clear strategy or road map that has emerged for adopting these technologies, but we will discuss what are the current options and trade-offs.

Deploying ECM/BPM Enterprise-wide? Go Small or Go Home

Process Session
Thu, Mar 22, 2012 - 10:30 AM
Glenn Gibson, Product Manager, Hyland Software

This session approaches how to solve business issues with ECM and BPM in today’s economic reality. Traditional ECM had been a “do everything at once” approach, but there is a better way forward. This would explain how case management fits into the overall BPM picture and how organizations can get quick wins by approaching their strategy in bite-sized chunks.

In the Flow and Of the Flow: Content Automation Through Social Business Technologies

Process Session
Thu, Mar 22, 2012 - 11:30 AM
Jesse Wilkins, Director, AIIM

New technologies often bring with them two related challenges: how to get people to use them and what to do with all the content created once people use them. In this interactive session, we will review different ways to automate legacy systems using social technologies and the reasons organizations should consider it. We will also discuss strategies for making those social and socially-enabled systems a part of the regular way of working.

Automate Your Content-Intensive Processes and Unclog Your Business

Process Session
Thu, Mar 22, 2012 - 12:00 PM
Bob Larrivee, Director, AIIM

This session will look at the inter-relationship between content and process; mapping processes, analyzing content, developing standardized formats and templates targeting process improvement and automation. The audience will be presented with several process scenarios in which content clog can be assessed and removed. After the initial presentation, there will be an open audience discussion where attendees can share their observations and their own organizational clogged content challenges. Through this audience insight and participation, we will all gain a greater comprehension and suggestions for dealing with the interplay (or collision!) between content and process.

Ensuring Data Integrity in a Multi-petabyte Digital Preservation Archive

Control Session
Thu, Mar 22, 2012 - 12:00 PM
Rick Laxman, Sr. Digital Preservation Planner, Church History Department, The Church of Jesus Christ of Latter-day Saints

This session will present the challenges encountered and some working solutions to a key requirement of digital preservation—ongoing data integrity of the archive. The solutions were developed cooperatively by two vendors in conjunction with The Church of Jesus Christ of Latter-day Saints. State-of-the-art tape in-drive data validation plays a key role in ensuring ongoing data integrity along with fixity checking from the point of file creation through ingest into the preservation system.

Paperless Processes - Moving Your Business From Paper to PCs to Tablets

Process Session
Thu, Mar 22, 2012 - 1:30 PM
Doug Miles, Director, AIIM

Paper is inefficient, slow, and a space hog. Most importantly, using paper as part of any business process slows it down; which annoys customers and costs you money. In this latest research from AIIM, discover how organizations are moving business processes away from paper and keeping them entirely digital, using not only PCs, but tablets and smart phones. Are you missing out on the process revolution? Find out how organizations are keeping paper out of the business by heading it off at the door.

What Now? 8 Things You Should Tell Your Boss on Monday

Keynote Session
Thu, Mar 22, 2012 - 3:00 PM
Atle Skjekkeland, Chief Operating Officer, AIIM
For three days you’ve learned ways to manage and share information in a social, local, and mobile era. In this final keynote, Atle will summarize lessons learned and provide you with a list of projects for transforming your organization. Learn how to document business benefits and establish projects for using content and social technologies to share knowledge and engage with customers; automate and optimize the flow of content associated with operational and administrative processes; and manage information throughout its lifecycle in order to minimize risks and comply with regulations.