[AIIM17] Digital Transformation in 2017 – And the people said… - Bob Larrivee and Thomas LaMonte
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Did you know that 43% of those polled feel they are Outlanders – lagging behind their peers – when it comes to eliminating duplicative efforts in content creation? Thirty-nine percent see themselves as Citizens – on par with their peers, while 14% feel they are Trailblazers – ahead of the pack. Where do you think you are when it comes to eliminating duplicative content creation? In this session, we will present some of the key findings from the 2017 AIIM State of the Industry Report on Digital Transformation, what it all means, and how to take some steps to move an organization forward in the digital transformation journey. Learn about the current state of Information Management in AIIM’s latest report: http://info.aiim.org/2017-state-of-information-management
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[AIIM17] Digital Transformation in 2017 – And the people said… - Bob Larrivee and Thomas LaMonte
- 1. Digital Transformation in 2017 – And the people said… Based on the 2017 State of Information Management: Are Businesses Digitally Transforming or Stuck in Neutral?
- 3. How strong are your policies and practices related to multi-channel inbound content? TrailblazerCitizen Outlander
- 5. AIIM Survey Says • It is not all chaos. – For 24%, they see themselves as having well defined practices with 23% indicating they use a value-based approach to selective archiving. Chaotic: users choose their own archive locations and deletion policies, 23% Rigid: fixed deletion periods are enforced at the repository level, 5% Deferred: we offload information to a basic archive then have fixed deletions, 7% Defined: we move information to an archive system with search, retention and hold, 24% Value-based: we selectively archive to our ECM/RM/Share Point system, 23% Open-ended: we keep everything, 16% Other, 1%
- 6. How many of you have IG policies in place in support of decision making? TrailblazerCitizen Outlander
- 8. AIIM Survey Says • Organizations are organizing. – 27% indicating they make decisions based upon their agreed upon IG policies. We have agreed IG policies and we make decisions on that basis, 27% We have agreed IG policies but they do not drive our decisions, 16% We are formulating IG policies to help with our decisions, 29% We do not have a set of agreed and supported IG polices, 28%
- 9. How many of you have business processes that are completely digital? TrailblazerCitizen Outlander
- 10. What we found.
- 11. AIIM Survey Says • Organizations are moving forward. – Twenty-six percent are integrating projects across departments. My organization does not understand the term Digital Transformation , 5% We do not have plans in place to move the organization forward, 5% We plan to begin moving in this direction within the next 6-12 months, 11% We have one or more projects running at the departmental level, 19% We are currently integrating projects across departments, 26% Completed a departmental DT project, 3% Completed a regional DT initiative, 1% Completed a global DT initiative, 3% Many of our operational processes are now completely digital, 24% Other, 2%
- 12. What we found.
- 13. AIIM Survey Says • It is a team effort. – For thirty-nine percent of our respondents it is IT and IT services pushing for digital transformation, while for thirty-one percent, it is the corporate executives. Corporate/Exec utives, 31% IT and IT Services, 39% Research and Development, 3% Sales, 1% Marketing, 3% Finance, 2% Operations, 4% Customer Service, 1% Customer Support, 1% Legal, 2% Records/Inform ation Management, 10% Other, 3%
- 14. What we found.
- 15. AIIM Survey Says • Where to spend – Nearly half indicate their organizations will spend more on cloud and Software as a Service options. 0% 50% 100% Software licenses Scanning and MFP hardware Storage Cloud, SaaS services Vendor consultancy services Independent consultancy services Outsourcing, DPO, MCS services External training Much less Less About the same More Much more We don't spend anything on this
- 16. What does this all mean and what can you do?
- 18. Conclusions • Trailblazers know or at least understand the close correlation between information, process, and people • Trailblazers look at how this change will impact process and participants, across the end-to-end process • Issues raised decades ago, still remain as costly barriers that slow or prevent forward motion
- 19. Recommendations • Identify a potential business process where paper-based information still exists and manual processes are still heavily in use • Document where the process slows down, what information is involved, the sources of that information, and who interacts with it • Develop a strategy to leverage captured and analyzed information across multiple departments and for multiple purposes. Embrace the mind set of repurpose not recreate
- 21. • Bob Larrivee – blarrivee@aiim.org – @BobLarrivee • Thomas LaMonte – TLaMonte@aiim.org – @TomLaMonte
Notas do Editor
- Bob will introduce the session and Thomas, then proceed into the first stat.
- Bob to cover this. Trailblazer – Exceptional capabilities; ahead of the pack in your market space or among your peer groups Citizen – Average capabilities; on an equal level compared to your competition and peer groups Outlander – Below average capabilities; behind the times, typically waiting until the last minute to implement change
- Bob to cover this. Trailblazer – Exceptional capabilities; ahead of the pack in your market space or among your peer groups Citizen – Average capabilities; on an equal level compared to your competition and peer groups Outlander – Below average capabilities; behind the times, typically waiting until the last minute to implement change
- Bob to cover this. Chaos is the description used by 23% of respondents in relation to governance and management of multi-channel inbound information. You might call these – Citizens Twenty-eight percent say they have no agreed upon or supported IG policies. These would be the Outlanders
- Thomas to cover this. For 24%, they see themselves as having well defined practices with 23% indicating they use a value-based approach to selective archiving. These would be the Trailblazers
- Bob to cover this. Trailblazer – Exceptional capabilities; ahead of the pack in your market space or among your peer groups Citizen – Average capabilities; on an equal level compared to your competition and peer groups Outlander – Below average capabilities; behind the times, typically waiting until the last minute to implement change
- Bob to cover this. Twenty-nine percent of respondents are formulating IG policies for decision making – I would place them in the Citizen role.
- Thomas to cover this. Trailblazers represent the 24%, who see themselves as having well defined practices with 23% indicating they use a value-based approach to selective archiving. 28% - the Outlanders – do not have agreed upon and supported IG policies.
- Bob to cover this. Trailblazer – Exceptional capabilities; ahead of the pack in your market space or among your peer groups Citizen – Average capabilities; on an equal level compared to your competition and peer groups Outlander – Below average capabilities; behind the times, typically waiting until the last minute to implement change
- Bob to cover this. Digital transformation is happening now. Twenty-four percent of respondents report many of their processes are completely digital.
- Thomas to cover this. Twenty-six percent are integrating projects across departments.
- Bob to cover this. We often hear of executive mandates related to ECM implementation, but who is really driving this? Who is behind moving the organization along the journey’s path to reach that desired destination and point where operations, information, and interactions have reached the complete digital state?
- Thomas to cover this. For thirty-nine percent of our respondents it is IT and IT services pushing for digital transformation, while for thirty-one percent, the corporate executives are driving it. Surprisingly, only ten percent indicate it is records and information management at the helm of their digital transformation journey.
- Bob to cover this. The human factor is still one of the biggest challenges to success. User adoption and this is not new. User adoption has been an issue since the beginning. I will give some historical examples.
- Thomas to cover this. We asked our respondents to look back and look ahead, to share their perceptions of how spending will occur in the next twelve months compared to the past twelve. Nearly half indicate their organizations will spend more on cloud and Software as a Service options. Thirty-eight percent emphasize spending on storage while only twenty percent will focus on external training and education. (Figure 29) Given that the human factor and user adoption are the biggest hurdles, one might expect increased spending on education and training to eliminate that hurdle.
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