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I’m	
  working	
  in	
  a	
  
“Starbucks”	
  with	
  
my	
  PC,	
  my	
  Android	
  
tablet,	
  and	
  my	
  
iPhone…Now	
  what?	
  



 #AIIM12	
  
Systems	
  of	
  Engagement	
  
                                                                                                    Social	
  and	
  
      Era	
         Mainframe	
              Mini	
             PC	
           Internet	
  
                                                                                                      Cloud	
  

                                       Systems	
  of	
  Record	
  

    Years	
         1960-­‐1975	
        1975-­‐1992	
     1992-­‐2001	
     2001-­‐2009	
          2010-­‐2015	
  



  Typical	
  
                      A	
  batch	
         A	
  dept	
         A	
                                      An	
  
   thing	
                                                                   A	
  web	
  page	
  
                       trans	
             process	
       document	
                               interacVon	
  
 managed	
  


Best	
  known	
                            Digital	
  
                         IBM	
                             MicrosoT	
           Google	
            Facebook	
  
 company	
                               Equipment	
  


                                                                                                      Social	
  
 Content	
                                  Image	
        Document	
          Content	
  
                    Microfilm	
                                                                       Business	
  
mgmt	
  focus	
                             Mgmt	
           Mgmt	
             Mgmt	
  
                                                                                                     Systems	
  
1-­‐What	
  kinds	
  of	
  radical	
  changes	
  are	
  being	
  
driven	
  by	
  technology?	
  




    #AIIM12	
  
2-­‐My	
  belief:	
  Employee	
  and	
  Customer	
  
Engagement	
  are	
  key	
  to	
  leveraging	
  technology.	
  




    #AIIM12	
  
3-­‐How	
  do	
  we	
  need	
  to	
  change	
  how	
  we	
  think	
  
about	
  employee	
  and	
  customer	
  engagement?	
  




     #AIIM12	
  
#AIIM12	
  
#AIIM12	
  
The	
  Chessboard	
  Fable	
  




  #AIIM12	
  
2-­‐My	
  belief:	
  Employee	
  and	
  Customer	
  
Engagement	
  are	
  key	
  to	
  leveraging	
  technology.	
  




    #AIIM12	
  
#AIIM12	
  
1.          I	
  know	
  what	
  is	
  expected	
  of	
  me	
  at	
  work.	
  
     2.          I	
  have	
  the	
  materials	
  and	
  equipment	
  I	
  need	
  to	
  do	
  my	
  work	
  right.	
  
     3.          At	
  work,	
  I	
  have	
  the	
  opportunity	
  to	
  do	
  what	
  I	
  do	
  best	
  every	
  day.	
  
     4.          In	
  the	
  last	
  seven	
  days,	
  I	
  have	
  received	
  recogniVon	
  or	
  praise	
  for	
  doing	
  
                 good	
  work.	
  
     5.                                                                   	
  
                 My	
  supervisor,	
  or	
  someone	
  at	
  work,	
  seems	
  to	
  care	
  about	
  me	
  as	
  a	
  person.	
  
     6.                                                                   	
  
                 There	
  is	
  someone	
  at	
  work	
  who	
  encourages	
  my	
  development.	
  
     7.          At	
  work,	
  my	
  opinions	
  seem	
  to	
  count.	
  
     8.          The	
  mission	
  or	
  purpose	
  of	
  my	
  organizaVon	
  makes	
  me	
  feel	
  my	
  job	
  is	
  
                 important.	
  
     9.          My	
  associates	
  or	
  fellow	
  employees	
  are	
  commiaed	
  to	
  doing	
  quality	
  work.	
  
     10.         I	
  have	
  a	
  best	
  friend	
  at	
  work.	
  
     11.         In	
  the	
  last	
  six	
  months,	
  someone	
  at	
  work	
  has	
  talked	
  to	
  me	
  about	
  my	
  
                 progress.	
  
     12.         This	
  last	
  year,	
  I	
  have	
  had	
  opportuniVes	
  at	
  work	
  to	
  learn	
  and	
  grow.	
  
Source:	
  	
  Gallup	
  

                 #AIIM12	
  
Engaged	
                      Not	
                         AcVvely	
  
                                                                   engaged	
                     disengaged	
  
AVG 	
                       	
       	
  33% 	
     	
     	
      	
  49% 	
     	
     	
      	
  18%	
  



 Source:	
  	
  Gallup	
  


               #AIIM12	
  
Engaged	
                      Not	
                         AcVvely	
  
                                                                   engaged	
                     disengaged	
  
AVG 	
                       	
       	
  33% 	
     	
     	
      	
  49% 	
     	
     	
      	
  18%	
  

TOP 	
                       	
       	
  67% 	
     	
     	
      	
  26% 	
     	
     	
      	
  	
  7%	
  
 Source:	
  	
  Gallup	
  


               #AIIM12	
  
$370	
  billion	
  lost	
  
 The	
  cost	
  of	
  acVvely	
  disengaged	
  
 employees	
  in	
  lost	
  producVvity	
  
 (Gallup)	
  




     #AIIM12	
  
"At	
  work,	
  we	
  give	
  our	
  customers	
  new	
  ideas"	
  	
  




               74%	
                          13%	
  

#AIIM12	
  
 
                        eight	
  emoVonal	
  aaachment	
  
                                           	
  
                     quesVons	
  and	
  three	
  raVonal	
  loyalty	
  
                     quesVons	
  make	
  up	
  their	
  Customer	
  
                             Engagement	
  Index	
  


Source:	
  	
  Gallup	
  

                 #AIIM12	
  
23%	
  premium	
  
                  For	
  engaged	
  companies	
  in	
  terms	
  of	
  
                  share	
  of	
  wallet,	
  profitability	
  and	
  
                  revenue	
  rom	
  engaged	
  customers	
  
                  (Gallup)	
  

                  OrganizaVons	
  that	
  have	
  opVmized	
  
                  customer	
  engagement	
  outperform	
  
                  their	
  compeVtors	
  by	
  26%	
  in	
  gross	
  
                  margin	
  and	
  85%	
  in	
  sales	
  growth.	
  




#AIIM12	
  
3-­‐How	
  do	
  we	
  need	
  to	
  change	
  how	
  we	
  think	
  
about	
  employee	
  and	
  customer	
  engagement?	
  




     #AIIM12	
  
The	
  changing	
  nature	
  of	
  
employee	
  engagement…	
  




    #AIIM12	
  
Per	
  1,400	
  working	
  young	
  professionals…	
  




    #AIIM12	
  
45%	
  
                would	
  accept	
  a	
  lower	
  paying	
  job	
  with	
  more	
  
                flexibility	
  rather	
  than	
  a	
  higher-­‐paying	
  job	
  with	
  
                less	
  (Cisco)	
  




  #AIIM12	
  
30%	
  
#AIIM12	
  
              feel	
  that	
  the	
  ability	
  to	
  work	
  remotely	
  with	
  a	
  
              flexible	
  schedule	
  is	
  a	
  "right.”	
  (Cisco)	
  
77%	
          Have	
  mulVple	
  compuVng	
  devices;	
  33%	
  use	
  at	
  
               least	
  3	
  for	
  work	
  (Cisco)	
  




 #AIIM12	
  
68%	
         believe	
  that	
  company-­‐issued	
  devices	
  should	
  
              be	
  available	
  for	
  both	
  work	
  and	
  play	
  (Cisco)	
  




#AIIM12	
  
73%	
     access	
  Facebook	
  at	
  least	
  once	
  per	
  
              day	
  (Cisco)	
  




#AIIM12	
  
15%	
  
                had	
  their	
  mobile	
  phone,	
  
                laptop	
  or	
  other	
  device	
  
                stolen	
  in	
  the	
  past	
  12	
  
                months	
  (Cisco)	
  




  #AIIM12	
  
30%	
  
                    have	
  experienced	
  
                    idenVty	
  theT	
  at	
  least	
  
                    once	
  (Cisco)	
  




#AIIM12	
  
52%	
  
                believe	
  that	
  THEY	
  are	
  not	
  responsible	
  for	
  
                securing	
  their	
  work	
  devices	
  and	
  data	
  -­‐-­‐	
  service	
  
                providers	
  and	
  IT	
  are	
  (Cisco)	
  




  #AIIM12	
  
mobile	
          connected	
   flexible	
        aware	
  




Building	
  a	
  Strategy	
  for	
  Engaging	
  Future	
  
Employees	
  

    #AIIM12	
  
The	
  changing	
  nature	
  of	
  
customer	
  engagement…	
  




    #AIIM12	
  
FragmentaVon	
  
                               User	
  content	
  
                               Social	
  power	
  
                               Low	
  switching	
  costs	
  
                               Siloed	
  systems	
  




Loss	
  of	
  customer	
  control	
  and	
  loyalty	
  
     #AIIM12	
  
Jmancini77	
  
              1:40	
  pm	
  via	
  HootSuite	
  
              If	
  someone	
  doesn’t	
  contact	
  me	
  today	
  and	
  let	
  
              me	
  end	
  run	
  your	
  #Satanic	
  call	
  center,	
  I’m	
  
              blogging	
  tomorrow	
  @xxxxx	
  


              Jmancini77	
  
              3:40	
  pm	
  via	
  HootSuite	
  
              This	
  is	
  Day	
  87	
  that	
  I	
  am	
  held	
  hostage	
  by	
  @xxxxx’s	
  
              ridiculous	
  #mortgage	
  refinance	
  process.	
  Please	
  
              call.	
  




#AIIM12	
  
email	
   service	
   web	
           brand	
   social	
  



Building	
  a	
  Strategy	
  for	
  Engaging	
  Future	
  
Customers	
  

    #AIIM12	
  
70%	
            240%	
  
                            CUSTOMER	
  ENGAGEMENT	
  
                                                          boost	
           boost	
  


                                                                             70%	
  
                                                         Baseline	
  
                                                                            boost	
  

                                                          EMPLOYEE	
  ENGAGEMENT	
  
Source:	
  	
  Gallup	
  


              #AIIM12	
  
AIIM.org/cerVficaVon	
  


#AIIM12	
  
#AIIM12	
  




I’m	
  working	
  in	
  a	
  Starbucks	
  (or	
  wherever)	
  
with	
  my	
  PC,	
  my	
  Android	
  tablet,	
  and	
  my	
  
iPhone…Now	
  what?	
  
	
                                          John	
  Mancini,	
  AIIM	
  
                                                       @jmancini77	
  



   #AIIM12	
  

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Leveraging Technology for Employee and Customer Engagement

  • 1. I’m  working  in  a   “Starbucks”  with   my  PC,  my  Android   tablet,  and  my   iPhone…Now  what?   #AIIM12  
  • 2. Systems  of  Engagement   Social  and   Era   Mainframe   Mini   PC   Internet   Cloud   Systems  of  Record   Years   1960-­‐1975   1975-­‐1992   1992-­‐2001   2001-­‐2009   2010-­‐2015   Typical   A  batch   A  dept   A   An   thing   A  web  page   trans   process   document   interacVon   managed   Best  known   Digital   IBM   MicrosoT   Google   Facebook   company   Equipment   Social   Content   Image   Document   Content   Microfilm   Business   mgmt  focus   Mgmt   Mgmt   Mgmt   Systems  
  • 3. 1-­‐What  kinds  of  radical  changes  are  being   driven  by  technology?   #AIIM12  
  • 4. 2-­‐My  belief:  Employee  and  Customer   Engagement  are  key  to  leveraging  technology.   #AIIM12  
  • 5. 3-­‐How  do  we  need  to  change  how  we  think   about  employee  and  customer  engagement?   #AIIM12  
  • 8. The  Chessboard  Fable   #AIIM12  
  • 9. 2-­‐My  belief:  Employee  and  Customer   Engagement  are  key  to  leveraging  technology.   #AIIM12  
  • 11. 1.  I  know  what  is  expected  of  me  at  work.   2.  I  have  the  materials  and  equipment  I  need  to  do  my  work  right.   3.  At  work,  I  have  the  opportunity  to  do  what  I  do  best  every  day.   4.  In  the  last  seven  days,  I  have  received  recogniVon  or  praise  for  doing   good  work.   5.    My  supervisor,  or  someone  at  work,  seems  to  care  about  me  as  a  person.   6.    There  is  someone  at  work  who  encourages  my  development.   7.  At  work,  my  opinions  seem  to  count.   8.  The  mission  or  purpose  of  my  organizaVon  makes  me  feel  my  job  is   important.   9.  My  associates  or  fellow  employees  are  commiaed  to  doing  quality  work.   10.  I  have  a  best  friend  at  work.   11.  In  the  last  six  months,  someone  at  work  has  talked  to  me  about  my   progress.   12.  This  last  year,  I  have  had  opportuniVes  at  work  to  learn  and  grow.   Source:    Gallup   #AIIM12  
  • 12. Engaged   Not   AcVvely   engaged   disengaged   AVG      33%        49%        18%   Source:    Gallup   #AIIM12  
  • 13. Engaged   Not   AcVvely   engaged   disengaged   AVG      33%        49%        18%   TOP      67%        26%          7%   Source:    Gallup   #AIIM12  
  • 14. $370  billion  lost   The  cost  of  acVvely  disengaged   employees  in  lost  producVvity   (Gallup)   #AIIM12  
  • 15. "At  work,  we  give  our  customers  new  ideas"     74%   13%   #AIIM12  
  • 16.   eight  emoVonal  aaachment     quesVons  and  three  raVonal  loyalty   quesVons  make  up  their  Customer   Engagement  Index   Source:    Gallup   #AIIM12  
  • 17. 23%  premium   For  engaged  companies  in  terms  of   share  of  wallet,  profitability  and   revenue  rom  engaged  customers   (Gallup)   OrganizaVons  that  have  opVmized   customer  engagement  outperform   their  compeVtors  by  26%  in  gross   margin  and  85%  in  sales  growth.   #AIIM12  
  • 18. 3-­‐How  do  we  need  to  change  how  we  think   about  employee  and  customer  engagement?   #AIIM12  
  • 19. The  changing  nature  of   employee  engagement…   #AIIM12  
  • 20. Per  1,400  working  young  professionals…   #AIIM12  
  • 21. 45%   would  accept  a  lower  paying  job  with  more   flexibility  rather  than  a  higher-­‐paying  job  with   less  (Cisco)   #AIIM12  
  • 22. 30%   #AIIM12   feel  that  the  ability  to  work  remotely  with  a   flexible  schedule  is  a  "right.”  (Cisco)  
  • 23. 77%   Have  mulVple  compuVng  devices;  33%  use  at   least  3  for  work  (Cisco)   #AIIM12  
  • 24. 68%   believe  that  company-­‐issued  devices  should   be  available  for  both  work  and  play  (Cisco)   #AIIM12  
  • 25. 73%   access  Facebook  at  least  once  per   day  (Cisco)   #AIIM12  
  • 26. 15%   had  their  mobile  phone,   laptop  or  other  device   stolen  in  the  past  12   months  (Cisco)   #AIIM12  
  • 27. 30%   have  experienced   idenVty  theT  at  least   once  (Cisco)   #AIIM12  
  • 28. 52%   believe  that  THEY  are  not  responsible  for   securing  their  work  devices  and  data  -­‐-­‐  service   providers  and  IT  are  (Cisco)   #AIIM12  
  • 29. mobile   connected   flexible   aware   Building  a  Strategy  for  Engaging  Future   Employees   #AIIM12  
  • 30. The  changing  nature  of   customer  engagement…   #AIIM12  
  • 31. FragmentaVon   User  content   Social  power   Low  switching  costs   Siloed  systems   Loss  of  customer  control  and  loyalty   #AIIM12  
  • 32. Jmancini77   1:40  pm  via  HootSuite   If  someone  doesn’t  contact  me  today  and  let   me  end  run  your  #Satanic  call  center,  I’m   blogging  tomorrow  @xxxxx   Jmancini77   3:40  pm  via  HootSuite   This  is  Day  87  that  I  am  held  hostage  by  @xxxxx’s   ridiculous  #mortgage  refinance  process.  Please   call.   #AIIM12  
  • 33. email   service   web   brand   social   Building  a  Strategy  for  Engaging  Future   Customers   #AIIM12  
  • 34. 70%   240%   CUSTOMER  ENGAGEMENT   boost   boost   70%   Baseline   boost   EMPLOYEE  ENGAGEMENT   Source:    Gallup   #AIIM12  
  • 36. #AIIM12   I’m  working  in  a  Starbucks  (or  wherever)   with  my  PC,  my  Android  tablet,  and  my   iPhone…Now  what?     John  Mancini,  AIIM   @jmancini77   #AIIM12