Learn how to take control of your social business assets.

The SMG Practitioner course provides you with an excellent understanding of strategies, methods, and tools for managing content from social business applications, both inside the firewall and commercial/hosted applications.

This includes incorporating social business technologies into a governance framework, developing policies and procedures, identifying roles and responsibilities, and capturing and producing social content for litigation or as part of a records program.

Learn:

• How to define information governance in the age of social media
• Different governance considerations for internal vs. external social business tools and platforms
• Social media governance roles and responsibilities
• A framework for developing an effective social media policy
• Types of policy elements to include in a comprehensive social media policy
• Policy considerations for specific tools like Facebook, Twitter, and LinkedIn
• How to identify unofficial, rogue, and satirical social media accounts and how to address them
• How to capture social content as records
• How to produce social content in response to litigation or audit
• Social media and public records legislation
• Privacy and social media
• How to monitor and measure user activity and productivity
• How to monitor social media for brand awareness, competitive intelligence, and sentiment analysis
• Different types of social business applications including platforms, monitoring applications, and compliance applications
• Capabilities required for enterprise social business technologies

Attendees will get access to supporting online course modules and the exam for 6 months, and be awarded the SMG Practitioner designation after passing the online exam.

AIIM President John Mancini will discuss the future of information management through the prism of mobility. What does it mean for Enterprise IT? What does it mean for the individual knowledge worker? How will mobility transform your organization and the way you manage information?

Over the past five years, McKinsey has studied how enterprises use Web 2.0 technologies. These applications, enabled by mobile and cloud technologies, are beginning to create new gains that augment those generated by the earlier waves of IT adoption. Michael Chui, Senior Fellow at McKinsey Global Institute (MGI) will discuss their research describing the patterns of adoption and diffusion for the social Web in the enterprise, how measurable business value is being captured, key success factors for capturing value, and how these technologies will impact competition.

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.

Learn how Rabobank is a key player in the New Way of Working. Their new central building is a gigantic, flexible workplace where hierarchy and status has been put aside. The new workplace is all about providing the best way to interact and to get to information, transactions, and resources. 40,000 employees work on an infrastructure that is migrating from SharePoint 2007 to SharePoint 2010. Knowledge sharing and virtual collaboration are key in a company (a cooperative bank with 140 local banks) that has a decentralized structure. The system supports the local bank employees based on their role, context, and preferences. Combined with taxonomies and metadata, employees can efficiently search and find information they need. Employees are empowered to achieve excellence and can choose location, media, and device to get the job done.

Microsoft SharePoint has seen grassroots adoption in many industries due to its power and simplicity and tighter integration with the Microsoft suite of products. While SharePoint empowers end users with the ability to collaborate and to manage content, it also makes it easy for any enterprise implementation to quickly turn into chaos if there are no proper controls or governance mechanisms in place. An AIIM survey in 2010 on SharePoint reported that “governance is sadly lacking in the majority of installations, with little thought being given to e-discovery, retention policies, and most of all, classification schemes and metadata standards.” Without proper governance, it is easy for SharePoint sites to become glorified shared drives or disorganized repositories yielding very little business value. We believe that governance is key to the successful implementation of SharePoint to yield business value. SharePoint governance must include the set of policies, processes, organizational constructs, roles, and responsibilities that are required to guide, direct, and control how SharePoint capabilities are used to accomplish business goals. As part of its SharePoint 2010 launch, Microsoft introduced a Governance Model, which we believe doesn’t fully address the needs of an enterprise. We believe that the Microsoft model is incomplete in many respects, especially around application management, business support and services, and stakeholder management. For example, the Microsoft model doesn’t address processes such as demand management, release management, etc., which are key to managing demand and deploying applications and/or sites. Based on our own experiences as well as industry best practices, we have developed a more comprehensive governance framework for SharePoint addressing many of the gaps in the Microsoft model. We believe that our framework along with implementation of ITIL processes would enable organizations to stand up SharePoint as a service providing the right balance between user empowerment and IT controls. The session will not only cover “what” are the governance standards and guidelines, but also provide insights on “how” governance can be implemented and managed including organizational model, processes, roles, and responsibilities.

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.

What direction do the content management solutions of the future need to take? Is there only one answer or will the future be a blend of approaches? This panel discussion - with participants representing traditional suite, open source, and cloud-based content management systems - will debate the future direction of content management. The discussion will focus upon the pros/cons of each approach with regards to the strategies of engage, process, and control. Questions from the audience will be strongly encouraged, though moderated to keep any vendor-specific questions from diverting the discussion.

As the volume and variability of data available to organizations and individuals continues to explode, one way to make sense of it is to harness collective intelligence. This requires a set of techniques for taking advantage of free-form, social participation. Clay Shirky, best-selling author and teacher at NYU, will discuss how these techniques are quite different from the traditional, professionalized, and highly groomed strategies for managing smaller collections. Discover how these new techniques work.

Half of US employees now split their time between the office and remote locations, according to Forrester’s 2011 State of Workforce Technology Adoption Benchmark. More specifically, 53 percent of individual workers are office bound, but that number drops to 35 percent among managers and supervisors, and plummets to just 10 percent among directors and executives. Consumerization has changed business. Mobile, social, cloud, and video technologies have made it easy for employees to do it themselves. In this keynote, the co-author of Empowered will provide Forrester data on the changing world of today's information workers and provide a roadmap for managing and provisioning them given the flood of technologies and the availability of do-it-yourself technologies.

Many companies who are using SharePoint are looking at how they can best maximize their investment. This talk will examine the social, sharing, and search features provided by SharePoint 2010. We will take a deep dive at how you can customize what comes out-of-the-box to create a customized solution that meets your company's business needs and embraces your culture. Specifically, we will examine use cases for social profiles, video usage, articles with rich media, activity streams, and how to find all of this information using enterprise search. We will show real-world examples of companies who are gaining significant benefits to their business, employee engagement, and culture by creating thoughtful and innovative SharePoint solutions that meet their employees' needs. Come see and hear about what leading-edge companies are achieving with their solutions!

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.

Collaboration comes in many forms and influences how we work. But accidental collaboration is a new phenomenon that has emerged with collaborative and social software. In this presentation, Billy covers the two types of collaboration – intentional and accidental – and explores how accidental collaboration, powered by the social technology revolution, is vastly more powerful than other kinds of collaboration. He explores the 10 key requirements for successfully orchestrating accidental collaboration

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.

Today’s connected world depends on content. But it’s harder than ever to manage content, collaborate around it, share it, and move it through business processes that require collaboration with others inside the business and with those outside – like customers, partners, vendors, and mobile employees. This new world needs new rules. A SpringCM customer discusses how cloud solutions change content management and transform ECM forever.

The consumer-oriented social media platforms are transforming the way that people communicate and accelerating the spread of information at the speed of light. These have the potential to transform the way employees can share, learn, collaborate and communicate effectively and efficiently within an organization by having an “Enterprise Collaboration” platform. As organizations move toward greater levels of sharing as part of embracing the changing workforce, market place, economy conditions and the wide availability of enterprise collaboration platforms designed for business, the drive for innovation within the organization starts to naturally occur.

This session will provide an overview of Enterprise Collaboration; Solution Approach for building a robust Enterprise Collaboration platform; Key Strategy Steps for successful implementation; Key adoption strategies to sustain the momentum; How to leverage Enterprise Collaboration to transform Business in terms of revenue growth, decrease costs, and process.

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.

We have a problem – and it’s only getting worse. With 1.8 trillion gigabytes of information projected to be generated and stored this year alone, our enterprise technology is on a collision course to become utterly useless if something doesn’t fundamentally change.  The data being created is obnoxiously large, with IDC citing that “by 2020, IT departments worldwide will need to administer 10 times the number of servers–both virtual and physical–50 times the amount of data, and 75 times more files.”  Our software, infrastructure, and organizations are ill-prepared to manage this scale of data creation, let alone generate anything meaningful or useful with this amount of content being created and shared.
 
But this is about to transform. This session will highlight how the cloud, social capabilities, and a web of integrated applications are on the verge of creating a far more personalized technology experience for tomorrow’s workers, a world where an increase in data generates an increase in value and knowledge for organizations.

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.

As more companies are realizing the benefits of collaboration, those that refuse to adapt are at the beginning of their long decline. Today, A&P has 114 locations and is in bankruptcy. It once had over 16,000 locations and was the largest business chain in the world. A&P failed to adapt to changes in the consumer world and lost its market share. The changes in consumer behaviour caused by social business threaten today's companies with extinction should they fail to adapt. Don't be A&P. Discover an evaluation model for businesses in the social business era. Learn about different forms of collaboration and how to take advantage of them for your business’ benefit. The session will conclude with a discussion of a future shaped by social business and how employee and consumer habits will change - and how to take advantage of those changes.

 You hear “the cloud” everywhere – radio and TV commercials, technology and business magazines and websites, conversations with your boss and users to “just put it in the cloud,” etc. But what IS the cloud? We’ll set the baseline and dissect what the cloud is; it’s various components; and how those components interact with this new way of business.

The Cloud can be broken into four facets:

1. Software as a service
2. Infrastructure as a service
3. Development/test hosting
4. Cloud-based file systems

Each of these facets aligns with social, local, and mobile – and content management – in different ways.

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!

This session is designed to give attendees a deep strategic dive into emergent collaboration.  I will look at three key concepts that organizations need to understand when developing their emergent collaboration strategies.  The first concept is an "Adaptive Emergent Collaboration Framework" that looks at the five key areas that organizations need to consider.  The second concept I will look at is a maturity model that will: help organizations understand where they are today; where they can be in the future; and what is required of them to get there.  Finally, I will look at the five stages of emergent collaboration and what organizations need to do to evolve beyond each stage.  These five stages will help attendees identify where their organizations are within the emergent collaboration spectrum.  Finally, these five stages will also be compared with an organization’s capabilities and business value to help identify a “strategic gap.”   Supporting data and information will be used from a survey that Chess Media Group conducted on the “State of Enterprise 2.0 Collaboration” as well as from countless interviews and discussions and several in-depth emergent collaboration case studies.

In this interactive conversation, you'll be introduced to the problem of jargon. How we all speak different languages and the “why didn’t you just say that before” syndrome. And that's not to mention the different levels of information and technical literacy that exists among employees. A volunteer Tweet Off to illustrate the jargon problem is next. People will tweet a word or phrase from their application that they always have to explain to users or IT to the hash tag #madesensetome (or similar). I will ask people to volunteer to explain the jargon to the group as others continue to tweet. The volunteer will need to use the explanation in a demo with me as the user. I will have primed the feed with a few suggestions so that we have starter words. Volunteers win a prize! I'll pass out mini-cards with tips for better communication between Information Managers, IT, and Users.

Will today's digitally created knowledge have meaning beyond our own human lifespans? How will generations in the future piece together our lives, worries, hopes, and dreams when so much of it exists only in bits and bytes? And as software increasingly runs the machinery, processors and sensors that monitor our public and commercial infrastructure, what are we doing to preserve and protect these essential electronic systems? Future-proofing? Digital preservation? What is our plan as content and information professionals to protect and preserve our digital heritage?

The new wave of smart mobile devices that's taking the industry by storm is doing far more than just making data and applications available anywhere. As new mobile platforms such as iOS and Android mature into enterprise-class offerings, they are introducing fundamentally new paradigms for how organizations work with and provide business solutions with computing devices. By taking advantage of brand new user experiences such as touch interfaces, a wealth of sensor data, and an endless stream of innovation from app stores; smart mobile is enabling entirely new types of applications that are highly usable, innovative, and more productive. CIOs this year are making an update of their application portfolios with mobile capabilities a top priority. This new focus on delivering capability "mobile first" is making legacy platforms "second class citizens." These new devices provide a stunning array of emerging capabilities well beyond traditional computing devices and can enable a fresh generation of outside-the-box solutions that drive higher business performance. The new features and capabilities of touch-based next-generation mobile is bringing augmented reality, facial recognition, high resolution 3D location, ambient collaboration, in-device real-time OCR, virtual video conferencing, data visualization, just-in-time business intelligence, and other sophisticated capabilities that can be employed for genuine competitive advantage for those that can adopt them effectively. The other big industry trend, social media, is also converging with smart mobility to enable a new generation of applications that are pervasively connected to co-workers, customers, and partners in the context of their work. This keynote session will explore how organizations understand the ramifications and get ahead of the new mobile revolution and truly go mobility-first.

What do Facebook, Wikipedia, eBay, and Craigslist have in common? They're all part of "Web 2.0," in which a website's material is supplied by its visitors. In this head-spinning talk,New York Times tech columnist David Pogue helps to make sense of the explosively expanding realm of Web 2.0 and social media. He'll advise both individuals and companies on how to exploit these live-wire technologies; supply some horrifying and hilarious real-world stories; and hint at the future, the pitfalls, and the rewards of these revolutionary new channels.

Constellation predicts that the mobile apps market will be about 27B by 2015. Of the world's 1B mobile phones users, 27% are on smartphones. Constellation predicts that number to increase to 50% by 2013. 3B users are on SMS. Almost half of all searches are on mobile. Join Constellation's CEO, R "Ray" Wang to discover how mobile and location convergence will drive context in the future of apps as we move from transactions to engagement.

QR codes, those blocky squares of scannable content, are taking the market by storm. But did you know they’ve been around since 1994? Did you know that they can help drive sales, boost customer loyalty, and make your field workers much more efficient? This presentation helps you understand what QR codes are and what they can do for your business. Understand how to influence a customer’s point of decision with these free codes and content you already have. Billy covers QR code basics, gotchas, must-do’s, and offers a whole set of solution starters for participants to start using immediately. For technical audiences only, Billy also discusses how to create branded QR codes, automatic QR code generators, and APIs.

New York Times tech columnist David Pogue’s opinion of Twitter started out like most people’s. It might be “yet another Internet-based, ego-massaging time drain,” he wrote. But the more he sank his teeth into Twitter, the more the possibilities unfolded. It’s not a chat room, it’s not a microblog. It’s an altogether unique new channel, combining real-time, two-way public and private communications with no middleman to separate the high and mighty from the individual fan—or the company with its customers. In this funny, enlightening presentation, Pogue will describe his journey and share his insights on how Twitter’s power can be harnessed for the benefit of both individuals and institutions.

A "social enterprise" as an organization that is using social solutions broadly – for both its client-facing social conversations on Facebook or Twitter, for example – while also providing robust social collaboration functionality for its internal business users. Building a social enterprise is a daunting task. Besides choosing the correct solution set and deployment approach, what are the other risks? How will it affect regulatory compliance? Will your processes for ediscovery need to change? Are you interested in the benefits but concerned about the risk? This session is for you.

Face it, your organization is broken:  customers aren’t the focus they should be, processes are running amok because “that’s how we’ve always done it here”, your intranet is a ghost town and your colleagues all wonder why its easier to get things done on the Web, where no one manages anything, than at work where people get paid to manage.  Sound familiar?  Want to improve your workplace?  Then spend twenty minutes learning about the three simple, powerful, and proven keys to improving your organization through collaboration from Christian Finn, an 18 year veteran in helping organizations become more effective, engaged, and successful by unleashing the power of people.  Each principle will be illustrated by real world examples so you can get started when you get back to work.

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.

"A great working lab is like a kitchen, with experiments being conducted and things cooking everywhere; but you never want it to become like a kitchen, it must be controlled" - Scott Wirth, Director of Programming and Technology Services, Phenopath Laboratories.

As standard in the research industry today, Phenopath was managing Standard Operating Procedures (SOPs) 100% manually (checking off procedure, putting it in a binder etc.). That all changed then they decided they not only wanted to make managing Standard Operating procedures electronically and streamline workflow, but also take it mobile. That is when they turned to Alfresco for help.
 

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.

Today’s business users demand simple, yet intuitive ways to access corporate content – anywhere, anytime.  Until recently, the user paradigm has been all about accessing content from web, mobile and desktop applications –and then initiating automated actions which help with the management and storage of content.  So what’s next? –Content-in-context, the power of bringing relevance, intelligence and insight to content.  Through communities, expertise location, and the ability to weave the fabric of social elements into the cloth that is analytics, governance, imaging/capture and last but not least case management – is what Social Content Management is all about.  The future is here,  join us in a discussion around how you can take your business to a whole new level – a social business level!

You might build it, but they will only come and play if they know about it and want to get in the game! Organizations spend a great deal of time and money building collaboration solutions, yet the participation rate can be very poor. This session will outline the pitfalls of poor strategy and planning, and most importantly the lack of user participation in a new collaboration initiative. The session will also outline emerging best practices that can be used to achieve a high level of user engagement for a collaboration implemetation. The presentation style will be interactive with audience teams working collaboratively (and competitively) in a facilitator-led workshop.

What factors need to be considered for social media content to be treated as records by an organization? The business and legal values of content created on social media will be outlined, as will various approaches for capturing this content. The critical considerations of the social media technology will be presented; addressing content stored both inside and outside of an organization's firewall. To conclude, policies are critical in the management of social media and the required elements will be outlined.

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.

 

These are exciting times for information professionals and our industry. Join us for a spectacular look forward at great opportunities and growth for both you and your organization.