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“The digital office”
Collaborating on valuable information, anytime, anywhere.


23rd October 2012, Berchem
                                                Yannis Nakos
                          Chairman at the board of Document at Work 
                                                     Twitter: @ynakos
                                   LinkedIn : linkedin.com/in/yannisn
Agenda for this morning

•   08u45   Ontvangst en registratie
•   09u30   Inleiding dagvoorzitter William Visterin, hoofdredacteur
            Smart Business Strategies
•   10u00   Hot Topic: Yannis Nakos, Document@Work
•   10u30   Pauze
•   11u00   Customer-case: Werner De Bie, Taminco
•   11u30   Customer-case: Boudewijn Laloo, Stad Brugge
•   12u00   Customer-case: Marc Dewaelheyns, Groep IDEWE
•   12u30   Walking Lunch
Who’s your primary target for Digital Workplace?

WHO ARE WE
SPEAKING ABOUT ?
The employee
demographics by 2005
The employee
demographics by 2010

                       Balanced & therefore
                       manageable situation 
                       with the traditionnal
                           « one‐fit‐all »
                            workplace.
The employee
demographics by 2020
                              a) With 5 
                       generations at work, 
                         and a majority of 
                        them born with an 
                        iPhone or a pad in 
                       their hands, how will
                       you serve them their
                               tasks ?
                         b) How will your
                        customer‐base be
                       willing to be served ?
What is your 50+% population
(by 2020) expecting ?




               Source: Harvard Business Review. 
               http://hbr.org/2010/05/mentoring‐millennials/ar/1
One key question:
   “Why is it that in terms of technology
     I feel so powerful as a consumer
      and so lame as an employee?”
                           Geoffrey A. Moore
                                                        at       .


“BYOD”, Cloud, Social Media, Collaboration, multi-device strategy,
         integrated (Unified) Communication means,…
   How many of these are part of your (governed) strategy ?

   Consumer IT has become more powerful than professional IT !
Challenges

WHAT ARE WE
COLLABORATING ABOUT ?
Most Business content is unstructured



• Only 5%-20% of information is structured1
• Majority of companies have 2+ repositories, some even 15+!

• €Millions in lost revenue due to time wasted searching for data2
• 72% of AIIM members state it is harder to find information
   owned by their organization than information not owned by
   them3     siloed structures, strict hierarchy, control as a “job
   protection” mean,… are going against Knowledge Management

• 86% of companies still do paper-based transactions4



 Source: 1) The Economist. Feb 2010. 2) Network World, 2007. 3) AIIM Survey, 2010. 4) Anoto Group, June 2010   10
What is Content?
                                                                      Images       HR information


     Information increases by 200%                   Contracts              Handleidingen

     every year(Forrester Research)                                                Instant Messages

                                           Email &               Forms
                                                                                 Unstructured
     More than 80% of information is       Attachments

     unstructured (Fulcrum Research)
                                       Structured
                                      Rijen en Kolommen



                                                                                            PDFs

                                              Rich Media
                                                                                   Documents
                                                                  Paper
                                            Claims                                  Web Pages
                                                      Audio & Video
                                              XML                Invoices      Records


Source: DocByte
ECM Basics

       Enterprise Content                                         • Content Server Repository
                                                                  • Working with the Repository


       Management (ECM)
                                                           Images               X-rays
• Problems associated with                 Contracts              Manuals

  unstructured content:                                               Instant Messages
                                                       Forms
  – Ineffectively classified
                                  Email &
                                  Attachments                               Unstructured

  – Difficult to find          Structured                                              Checks
  – Not secure                  Rows and
                                Columns

  – Difficult to verify
                                                                                    PDFs
    authenticity                   Rich Media
                                                                         Documents
  – Unregulated                   Claims
                                                        Paper
                                                                           Web Pages
                                           Audio & Video

                                   XML                 Invoices      Records
 Source: DocByte
Challenges
    1 Major part of information needed by the knowledge worker
       is unstructured                                  web Information
                                                              white papers
•     40% of worktime is used                   SOPs product requirements
      to absorb information                   video emails competitive analysis
                                                NDA                   meeting notes
                                        MRP                               project plans
•     Min. 25% of worktime is used                                           animation
                                        Order             Unstructured
      to find own information back                                                 letters
                                        Mgmt.
                                                                                 invoices
                                      ERP                                        photos
•     80% of that information         CRM
                                                Structured
                                                                               fingerprints
      is unstructured                                                            resumes
        – Source: Fulcrum Research     Policy                                  proposals
                                       Mgmt.                                     SOWs
                                                                             contracts
•     90% of this information                                              research
      is unmanaged                       detailed designs
                                            market requirements specifications
                                               presentations scanned documents
                                                    forms POs illustrations
    Source: DocByte
                                                          data sheets
Challenges
2 Unstructured information is very often unmanaged/unvalued


• Uncontrolled information increases 
   by 36%/year 
   (e‐mail, documents, etc.)

• Information you don’t manage,                  Uncontrolled
   and that you can’t retrieve 
   when needed, has no more/low          Controlled
   value to your organisation.

• This information should be governed 
   due to legislation/compliance 
   requirements.
Increasing Proliferation of Business Content
 Information volume is growing by 
  50% annually, of which 80%‐90% 
          is unstructured
                                      Velocity
                                                            90% of unstructured 
                                                              information is 
                                                               unmanaged

                     Variety                          Volume

Content includes 
    not only 
 electronic files 
 and e‐mail but                     Complexity
  also IM, rich                                   Huge potential increase 
   media, and                                     in legal and e‐discovery 
  social media                                   costs due to requirements
                                                 for corporate governance

                               Source: Gartner
Today’s business challenges
How to…
  Reduce time spent retrieving and processing information
  Facilitate information sharing and collaboration for virtual teams from anywhere 
     Virtual teams shouldn’t produce virtual results.
  Protect and safeguard Enterprise content at any time
  Capture business content for integration with document‐centric processes 
  (post‐ to pre‐ indexing is a key shift to allow your “Knowledge Workers” focusing on process & not 
  indexing )
  Improve service and responsiveness to customers
  Comply with industry 
  and government regulations
  Reduce operational costs
Aligned strategy of ECM/IM + Collaboration 
+ Unified Communication + Apps as a Service / Apps virtualized
+ Desktop Virtualization + Adaptive device usage
+ Social media to stimulate employee & customer engagement…
…allows facing that ultimate challenge of:
“Do more, quicker, better, and at lowest cost” !
Challenges

WHAT / HOW CAN A MEANINGFUL
COLLABORATIVE STRATEGY
DO ABOUT IT ?
What is ECM/IM? 
  The content road paradigm : 
    Source: AIIM.org




“IM is a ‘German Speedway’ : you’re allowed to drive fast, but most of it is constantly under 
works. That’s why Information Management should be an aligned strategy top‐down!”
                                                                                  Yannis Nakos.
What still to expect from the
ECM/IM market now?
• Never-ending vendor consolidation: what & who’s next ?
• Never-ending discipline extention: BIG DATA, e-CRM, UC…
• Mobility + Ubiquity + Speed = Flexible (digital) Workplace.

ECM/IM is becoming a Business Transformation mean
(a strategy translating into processes and tools / HW/SW), to help
organizations anticipate or react quicker to business issues,
from anywhere, at any time: it’s about performance, agility,
tracability & knowledgeable decision support.
Market consolidation, realy ?

                      •   BPM and analytics (BAM) has
                          been a major trend for ECM
                          platforms for years
                             Now allowing BIG DATA

                          (bringing to ECM « process centricity » &
                          predictability
                          + performance improvement)


                      •   ECM platforms became a trend, a
                          « must-have » for IT leaders.
                             ECM BRICKS EVERYWHERE.
                          (if you check top-down you’ll most likely
                          find too many repositories in your
                          organisation already…
                          What about cost, performance, efficiency,
                          maintenability…?)
Trends as foundation to Digital Workplace

WHAT ARE THE TRENDS IN
INFORMATION MANAGEMENT?
A (new) new reality for ECM/IM
Even more corporate functions
to support now through ECM at
customers, 
new beasts to manage:
‐ e‐CRM, multi‐channel
Marketing campaigns, BI, MDM, 
e‐Discovery…
                                                             Blogs, Wiki’s,
           ILM, Enterprise
                                                             Collaboration,
           (meta)Data
                                                            Workflows, Bridge
           Model, CMIS,
                                                               to Unified
           Search, RM,
                                                            Communication,
           Moreq2010,…
                                                                Chat,…




                                 WCMS, DAM, e-
                                 Forms, Campaign
                                  Mgt, e-CRM,…
                                           Copyright Gartner. 2012.
This is a corporate program not a project

• Only part of it is software
   – Filing plan
   – Metadata design
   – Security
• Do not underestimate the process and procedures
  part of the project
   – Four eyes principle
   – Chain of custody
   – Legal: discovery, litigation support, ...
• Not your typical IT driven project:
  new stakeholders tend to drive this one
• Not only about digital content......


                                                    23
BIG DATA (1)
Applying Structured Data techniques to Unstructured content for business predictability




                                              Copyright by Gartner. 2012.
BIG DATA (2)




               Courtesy of Gartner. 2012.
Collaboration 2.0 (1)
                                                 TCO
                                                  vs 
                                                 TVO




                        Courtesy of CSC. 2010.
Collaboration 2.0 (2)
• Collaboration it’s not (anymore) about
  deploying a collaborative platform. It’s about
  setting up a set of means adapted to all your knowledge workers,
  taking into account their specificities.
                             It’s also about
  shifting to more agile strategies
  accomodating multiple devices,
  IT becoming « contextual » as you are.

• That extends ECM/IM into a all new field of
  disciplines such as ILM, Virtualization,
  Cloud strategies, multi/cross-device ubiquity,
  Unified Communications, infrastructure…
There’s a shift happening
Decision cycles reduce, IM must support
delegation & collaboration anywhere/anytime.
There’s a shift happening




•   Agile is impacting the type of services we deploy towards our customers
    (ex: Advanced Case Mgt./Collaboration)…
•   …but it will impact more and more the way we deploy them as well.
    Bridging IM initiatives at various paces, and at different organisational
    units proves a necessity. SOA and ITIL industrialization may help.

(re-)Think your ECM/IM offering/strategy, elaborate your methodology, chose for
industrialized solutions/integrations, because you’ll have less and less time to
assemble customer solutions in the future.
SoR vs. SoE




Copyright AIIM.
SoE vs. SoR
  From « records » to « engagement »




Original IP of G. A. Moore
Copyrighted material.
Design by Y. Nakos.
Strategic Planning Assumption

        By 2015, 40% of large enterprises
         will have a corporate "Facebook."

                                                 Do you
                                                 really
                                                 think
                                                 you’ll
                                                 escape ?

                      Contains copyrighted material from Microsoft and Gartner
Conclusions
     5 proposals by AIIM may help prepare your thoughts
     for a successful “digital office”:
     •   #1 — Commit to the cloud.
         It’s about agility.

     •   #2 — Mobilize everything.
         Be able to serve your information and processes to mobile users.
         They’ll soon be the majority of your force.

     •   #3 — Make the business social.
         “Engage” with your task forces & public.
         Push 2 ways communication, Intranet was about 1 way !

     •   #4 — Digitize anything that moves.
         Paper at the office doesn’t allow processing out of office.

     •   #5 — Prepare for extreme information management.
         Volumes, formats, sources, & according counstraints won’t reduce
         …quite the opposite.

                                   Including copyrighted material from Gartner
33
Thank you.
Enjoy the rest of your seminar…

And for next events check here:
LinkedIn Group: http://www.linkedin.com/groups?gid=107817
Facebook Group: https://www.facebook.com/DAWBELUX
Tips for a successful Digital workplace strategy

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Tips for a successful Digital workplace strategy

  • 1. “The digital office” Collaborating on valuable information, anytime, anywhere. 23rd October 2012, Berchem Yannis Nakos Chairman at the board of Document at Work  Twitter: @ynakos LinkedIn : linkedin.com/in/yannisn
  • 2. Agenda for this morning • 08u45 Ontvangst en registratie • 09u30 Inleiding dagvoorzitter William Visterin, hoofdredacteur Smart Business Strategies • 10u00 Hot Topic: Yannis Nakos, Document@Work • 10u30 Pauze • 11u00 Customer-case: Werner De Bie, Taminco • 11u30 Customer-case: Boudewijn Laloo, Stad Brugge • 12u00 Customer-case: Marc Dewaelheyns, Groep IDEWE • 12u30 Walking Lunch
  • 3. Who’s your primary target for Digital Workplace? WHO ARE WE SPEAKING ABOUT ?
  • 5. The employee demographics by 2010 Balanced & therefore manageable situation  with the traditionnal « one‐fit‐all » workplace.
  • 6. The employee demographics by 2020 a) With 5  generations at work,  and a majority of  them born with an  iPhone or a pad in  their hands, how will you serve them their tasks ? b) How will your customer‐base be willing to be served ?
  • 7. What is your 50+% population (by 2020) expecting ? Source: Harvard Business Review.  http://hbr.org/2010/05/mentoring‐millennials/ar/1
  • 8. One key question: “Why is it that in terms of technology I feel so powerful as a consumer and so lame as an employee?” Geoffrey A. Moore at . “BYOD”, Cloud, Social Media, Collaboration, multi-device strategy, integrated (Unified) Communication means,… How many of these are part of your (governed) strategy ? Consumer IT has become more powerful than professional IT !
  • 10. Most Business content is unstructured • Only 5%-20% of information is structured1 • Majority of companies have 2+ repositories, some even 15+! • €Millions in lost revenue due to time wasted searching for data2 • 72% of AIIM members state it is harder to find information owned by their organization than information not owned by them3 siloed structures, strict hierarchy, control as a “job protection” mean,… are going against Knowledge Management • 86% of companies still do paper-based transactions4 Source: 1) The Economist. Feb 2010. 2) Network World, 2007. 3) AIIM Survey, 2010. 4) Anoto Group, June 2010 10
  • 11. What is Content? Images HR information Information increases by 200% Contracts Handleidingen every year(Forrester Research) Instant Messages Email &  Forms Unstructured More than 80% of information is Attachments unstructured (Fulcrum Research) Structured Rijen en Kolommen PDFs Rich Media Documents Paper Claims Web Pages Audio & Video XML Invoices Records Source: DocByte
  • 12. ECM Basics Enterprise Content  • Content Server Repository • Working with the Repository Management (ECM) Images X-rays • Problems associated with Contracts Manuals unstructured content: Instant Messages Forms – Ineffectively classified Email & Attachments Unstructured – Difficult to find Structured Checks – Not secure Rows and Columns – Difficult to verify PDFs authenticity Rich Media Documents – Unregulated Claims Paper Web Pages Audio & Video XML Invoices Records Source: DocByte
  • 13. Challenges 1 Major part of information needed by the knowledge worker is unstructured web Information white papers • 40% of worktime is used  SOPs product requirements to absorb information video emails competitive analysis NDA meeting notes MRP project plans • Min. 25% of worktime is used  animation Order Unstructured to find own information back letters Mgmt. invoices ERP photos • 80% of that information  CRM Structured fingerprints is unstructured resumes – Source: Fulcrum Research Policy proposals Mgmt. SOWs contracts • 90% of this information  research is unmanaged detailed designs market requirements specifications presentations scanned documents forms POs illustrations Source: DocByte data sheets
  • 14. Challenges 2 Unstructured information is very often unmanaged/unvalued • Uncontrolled information increases  by 36%/year  (e‐mail, documents, etc.) • Information you don’t manage, Uncontrolled and that you can’t retrieve  when needed, has no more/low  Controlled value to your organisation. • This information should be governed  due to legislation/compliance  requirements.
  • 15. Increasing Proliferation of Business Content Information volume is growing by  50% annually, of which 80%‐90%  is unstructured Velocity 90% of unstructured  information is  unmanaged Variety Volume Content includes  not only  electronic files  and e‐mail but  Complexity also IM, rich  Huge potential increase  media, and  in legal and e‐discovery  social media costs due to requirements for corporate governance Source: Gartner
  • 16. Today’s business challenges How to… Reduce time spent retrieving and processing information Facilitate information sharing and collaboration for virtual teams from anywhere  Virtual teams shouldn’t produce virtual results. Protect and safeguard Enterprise content at any time Capture business content for integration with document‐centric processes  (post‐ to pre‐ indexing is a key shift to allow your “Knowledge Workers” focusing on process & not  indexing ) Improve service and responsiveness to customers Comply with industry  and government regulations Reduce operational costs Aligned strategy of ECM/IM + Collaboration  + Unified Communication + Apps as a Service / Apps virtualized + Desktop Virtualization + Adaptive device usage + Social media to stimulate employee & customer engagement… …allows facing that ultimate challenge of: “Do more, quicker, better, and at lowest cost” !
  • 17. Challenges WHAT / HOW CAN A MEANINGFUL COLLABORATIVE STRATEGY DO ABOUT IT ?
  • 18. What is ECM/IM?  The content road paradigm :  Source: AIIM.org “IM is a ‘German Speedway’ : you’re allowed to drive fast, but most of it is constantly under  works. That’s why Information Management should be an aligned strategy top‐down!” Yannis Nakos.
  • 19. What still to expect from the ECM/IM market now? • Never-ending vendor consolidation: what & who’s next ? • Never-ending discipline extention: BIG DATA, e-CRM, UC… • Mobility + Ubiquity + Speed = Flexible (digital) Workplace. ECM/IM is becoming a Business Transformation mean (a strategy translating into processes and tools / HW/SW), to help organizations anticipate or react quicker to business issues, from anywhere, at any time: it’s about performance, agility, tracability & knowledgeable decision support.
  • 20. Market consolidation, realy ? • BPM and analytics (BAM) has been a major trend for ECM platforms for years Now allowing BIG DATA (bringing to ECM « process centricity » & predictability + performance improvement) • ECM platforms became a trend, a « must-have » for IT leaders. ECM BRICKS EVERYWHERE. (if you check top-down you’ll most likely find too many repositories in your organisation already… What about cost, performance, efficiency, maintenability…?)
  • 21. Trends as foundation to Digital Workplace WHAT ARE THE TRENDS IN INFORMATION MANAGEMENT?
  • 22. A (new) new reality for ECM/IM Even more corporate functions to support now through ECM at customers,  new beasts to manage: ‐ e‐CRM, multi‐channel Marketing campaigns, BI, MDM,  e‐Discovery… Blogs, Wiki’s, ILM, Enterprise Collaboration, (meta)Data Workflows, Bridge Model, CMIS, to Unified Search, RM, Communication, Moreq2010,… Chat,… WCMS, DAM, e- Forms, Campaign Mgt, e-CRM,… Copyright Gartner. 2012.
  • 23. This is a corporate program not a project • Only part of it is software – Filing plan – Metadata design – Security • Do not underestimate the process and procedures part of the project – Four eyes principle – Chain of custody – Legal: discovery, litigation support, ... • Not your typical IT driven project: new stakeholders tend to drive this one • Not only about digital content...... 23
  • 24. BIG DATA (1) Applying Structured Data techniques to Unstructured content for business predictability Copyright by Gartner. 2012.
  • 25. BIG DATA (2) Courtesy of Gartner. 2012.
  • 26. Collaboration 2.0 (1) TCO vs  TVO Courtesy of CSC. 2010.
  • 27. Collaboration 2.0 (2) • Collaboration it’s not (anymore) about deploying a collaborative platform. It’s about setting up a set of means adapted to all your knowledge workers, taking into account their specificities. It’s also about shifting to more agile strategies accomodating multiple devices, IT becoming « contextual » as you are. • That extends ECM/IM into a all new field of disciplines such as ILM, Virtualization, Cloud strategies, multi/cross-device ubiquity, Unified Communications, infrastructure…
  • 28. There’s a shift happening Decision cycles reduce, IM must support delegation & collaboration anywhere/anytime.
  • 29. There’s a shift happening • Agile is impacting the type of services we deploy towards our customers (ex: Advanced Case Mgt./Collaboration)… • …but it will impact more and more the way we deploy them as well. Bridging IM initiatives at various paces, and at different organisational units proves a necessity. SOA and ITIL industrialization may help. (re-)Think your ECM/IM offering/strategy, elaborate your methodology, chose for industrialized solutions/integrations, because you’ll have less and less time to assemble customer solutions in the future.
  • 31. SoE vs. SoR From « records » to « engagement » Original IP of G. A. Moore Copyrighted material. Design by Y. Nakos.
  • 32. Strategic Planning Assumption By 2015, 40% of large enterprises will have a corporate "Facebook." Do you really think you’ll escape ? Contains copyrighted material from Microsoft and Gartner
  • 33. Conclusions 5 proposals by AIIM may help prepare your thoughts for a successful “digital office”: • #1 — Commit to the cloud. It’s about agility. • #2 — Mobilize everything. Be able to serve your information and processes to mobile users. They’ll soon be the majority of your force. • #3 — Make the business social. “Engage” with your task forces & public. Push 2 ways communication, Intranet was about 1 way ! • #4 — Digitize anything that moves. Paper at the office doesn’t allow processing out of office. • #5 — Prepare for extreme information management. Volumes, formats, sources, & according counstraints won’t reduce …quite the opposite. Including copyrighted material from Gartner 33
  • 34. Thank you. Enjoy the rest of your seminar… And for next events check here: LinkedIn Group: http://www.linkedin.com/groups?gid=107817 Facebook Group: https://www.facebook.com/DAWBELUX