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In the social, mobile and cloud era, what does it take to be
                   an Information Professional?




                                                       John Mancini
                                                       President, AIIM
     http://www.flickr.com/photos/globalx/4864001692
In association with:
johnmancini@aiim.org
         @jmancini77
         blog = DigitalLandfill.org


         If you are an information professional,
         AIIM is where you belong.
         www.aiim.org/certification

                                                     Text …
                                            AIIM<space>your email
                                      to 22333 for info about certification
                                        or on having AIIM speak to your
                                                  organization

In association with:
A short introduction and personal history of technology




                                               Text …
                                      AIIM<space>your email
                                to 22333 for info about certification
                                  or on having AIIM speak to your
                                            organization

In association with:
In association with:
In association with:
In association with:
In association with:
"Despite	
  the	
  euphoria	
  of	
  Internet	
  
  enthusiasts	
  and	
  the	
  hyped-­‐up	
  
   selling	
  palaver	
  of	
  some	
  web	
  
  services	
  providers,	
  we	
  remain	
  
   uncertain	
  as	
  to	
  the	
  long-­‐run	
  
substan<ve	
  benefits	
  the	
  Internet	
  
  will	
  bring	
  to	
  businesses	
  and	
  to	
  
    individual	
  users.…un<l	
  the	
  
     webmeisters	
  persuade	
  us	
  
 otherwise,	
  we'll	
  hang	
  on	
  to	
  our	
  
 CDs	
  and	
  floppies,	
  along	
  with	
  the	
  
aperture	
  cards	
  and	
  other	
  imaging	
  
  ar<facts	
  that	
  have	
  served	
  our	
  
corporate	
  and	
  personal	
  purposes	
  
  so	
  cost-­‐effec<vely	
  in	
  the	
  past."   	
  
Systems of Record.


In association with:
Era	
         Mainframe	
              Mini	
             PC	
           Internet	
           	
  	
  	
  


                                       Systems of Record

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



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


Best	
  known	
                            Digital	
  
                         IBM	
                             MicrosoK	
           Google	
            	
  	
  	
  
 company	
                               Equipment	
  



 Content	
                                  Image	
        Document	
          Content	
  
                    Microfilm	
                                                                      	
  	
  	
  
mgmt	
  focus	
                             Mgmt	
           Mgmt	
             Mgmt	
  
A technology inflection point.




Page 
In association with:


  12
Social everywhere.
http://www.flickr.com/photos/mymollypop/
                2645589819
Social everywhere.



 § Outside the firewall…
    § 1,330 years worth of time spent every day on Facebook.
    § 800M Facebook users.
    § 50% log in on any day.
    § 250M photos uploaded per day.


  § Inside the firewall (per AIIM Industry Watch)…
    § Only 38% have an enterprise social strategy.
    § But 27% now view social as infrastructure.

In association with:
Mobile everywhere.
 http://www.flickr.com/photos/scottvanderchijs/4912947547
In association with:
Mobile everywhere.



 § Explosive growth
    § Mobile subscribers have grown from 719M in 2000 (60% in
       developed world) to 5.6 billion today (70% in the
       developing world).
    § Only 835M out of 5.6 billion devices are smartphones.
 § Inflection Points
    § q2:10 - Windows operating systems < 50% of Internet
       enabled devices.
    § q4:10 - smartphones + tablets > notebooks + desktops.


In association with:
Mobile everywhere.



 Legacy Discontinuity
 (per AIIM, Making the Most of Mobile – Content on the Move)
    § 94% have deployed mobile access to email, but < 30%
       have mobile access to enterprise systems – ECM, CRM,
       ERP.
    § 37% have no mobile ECM access; a further 30% rely on
       conventional web interface.
    § Only 47% allow personal devices to access company data,
       but most in a policy void.



In association with:
Records, meet engagement.


In association with:
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	
                               interacNon	
  
 managed	
  


Best	
  known	
                          Digital	
  
                         IBM	
                           MicrosoK	
           Google	
            Facebook	
  
 company	
                             Equipment	
  


                                                                                                    Social	
  
 Content	
                                Image	
        Document	
          Content	
  
                    Microfilm	
                                                                     Business	
  
mgmt	
  focus	
                           Mgmt	
           Mgmt	
             Mgmt	
  
                                                                                                   Systems	
  
Considera<on	
                  Systems	
  of	
  Record	
             Systems	
  of	
  Engagement	
  

Focus	
                         TransacNons	
                         InteracNons	
  
Governance	
                    Command	
  &	
  Control	
             CollaboraNon	
  
Core	
  Elements	
              Facts	
  &	
  Commitments	
           Ideas	
  &	
  Nuances	
  
Value	
                         Single	
  Source	
  of	
  Truth	
     Discovery	
  &	
  Dialog	
  
Standard	
                      Accurate	
  &	
  Complete	
           Immediate	
  &	
  Accessible	
  

Content	
                       Authored	
                            Communal	
  
Primary	
  Record	
  Type	
     Documents	
                           ConversaNons	
  
Searchability	
                 Easy	
                                Hard	
  
Usability	
                     User	
  is	
  trained	
               User	
  “knows”	
  	
  
Accessibility	
                 Regulated	
  &	
  Contained	
         Ad	
  Hoc	
  &	
  Open	
  
RetenNon	
                      Permanent	
                           Transient	
  
Policy	
  Focus	
               Security	
  (Protect	
  Assets)	
     Privacy	
  (Protect	
  Users)	
  
So this must be the golden age




 § So this must be the golden age for
   IT professionals.
 § Right?
 § Right?



In association with:
Self-Loathing




In association with:
Just Plain Loathing




In association with:
So this must be the golden age




                        Why?



In association with:
Information sprawl.




 http://www.flickr.com/photos/paytonc/79973436
In association with:
Revolutionary expectations.


 “Revolution doesn’t happen when
society adopts new technologies—it
 happens when society adopts new
            behaviors.”
              --Clay Shirky


http://www.flickr.com/photos/6argoo3a/6253592631
So this must be the golden age




    We need to think about the information
          “profession” differently.




In association with:
It’s all about information,
                       not plumbing.
    http://www.flickr.com/photos/mxmstryo/4033816209
In association with:
The Future of RM


 §  …as records management rarely supports direct revenue generation,
     most executives perceive it as an administrative cost center…the
     strategic relevancy of the records management function has taken a
     slight dip… (ARMA/Forrester, 2011)
 §  44% of records managers are not included in the IT strategic planning
     process, including requirements definitions and vendor selection – up
     from 35% in 2009 (ARMA/Forrester, 2011)
 §  The inability of our profession to come to grips with the explosion of
     electronic records will spell the doom of the profession. In many
     organizations, that omission has made us irrelevant. (Patrick
     Cunningham, CRM, 2010)




In association with:
The Future of RM


            The TECHNOLOGY skills gap – 4 or 5 on 5 pt scale

                 BPM              27%

 IT and integration       11%                 Records Managers
                                              and Librarians
                WCM     7%                    N=168, 2009 AIIM/Oracle survey



                 ECM             26%

                   RM                                                80%

In association with:
The Future of IT


 §  IT is not providing a sustainable competitive advantage, just as having
     electricity does not provide a sustainable advantage when everyone has
     it. Within business organizations, the IT person who survives will focus
     on business, innovating, doing data analysis, business development,
     management functions and outsourcing IT since IT is just a commodity
     like electricity.
    Ø (Coldstreams.com 2011, reporting on IEEE seminar)
 §  The problem is that not enough people know how to use the new tools
     of the Internet, mobile, and cloud computing. The workforce as a whole
     does not have the right mix of skills. (Maurice Mugambe, 2011)
 §  The IT worker needed by businesses … for the future needs to be multi-
     skilled – with a mixture of technical skills combined with strong business
     and communication skills. (World of Work, 2011)


In association with:
The Future of IT


                 The business skills gap – 4 or 5 on 5 pt scale

          Ops Mgmt                              35%

                 LOB                           34%

                WCM                    23%         IT support and mgmt,
                                                   Sys Admin, Developers
                   RM                     27%      N=138, 2009 AIIM/Oracle survey



 IT and integration                                                       62%

In association with:
The emerging information
   professional


    § The vast majority of organizations see the need to
       manage information as an enterprise resource rather
       than in separate "silos," departments or systems, but they
       don't know how to begin to address the challenge, as it is
       so large...
    § Professional roles focused on information management
       will be different to that of established IT roles.
    § An "information professional" will not be one type of role
       or skill set, but will in fact have a number of
       specializations.
       Ø Deb Logan and Regina Casonata, Gartner

In association with:
In association with:
PROFESSIONAL	
  CERTIFICATION	
  covering	
  the	
  
                             broad	
  based	
  body	
  of	
  knowledge	
  that	
  every	
  
                           informa<on	
  professional	
  needs	
  to	
  understand.         	
  

      DOMAINS	
                                    FOCUS	
  AREAS	
  

                          Enterprise	
  search,	
  Business	
  intelligence,	
  Master	
  
     Access/	
  Use	
  
                                 data	
  management,	
  Text	
  analy<cs      	
  
                                  Informa<on	
  capture,	
  BPM,	
  KM,	
  Email	
  
  Capture/Manage	
  
                                   management,	
  Content	
  management        	
  
                          Collabora<on,	
  Social	
  media,	
  Info	
  workplace,	
  IM,	
  
 Collaborate/Deliver
                   	
  
                            Telecommu<ng	
  support,	
  Web	
  conferencing           	
  
                             Security,	
  RM,	
  Data	
  privacy,	
  DRM,	
  Archiving,	
  
  Secure/Preserve	
  
                                                   eDiscovery    	
  
                           Info	
  architecture,	
  Technical	
  architecture,	
  Cloud	
  
Architecture/Systems
                   	
  
                            compu<ng,	
  Mobile	
  apps,	
  Websites	
  and	
  portals 	
  
                           Strategic	
  planning,	
  Building	
  business	
  case,	
  Impl	
  
  Plan/Implement
               	
  
                          planning,	
  Req	
  def,	
  Solu<on	
  design,	
  Change	
  mgmt     	
  
In association with:
In association with:
We	
  have	
  only	
  just	
  begun.	
  
johnmancini@aiim.org
         @jmancini77
         blog = DigitalLandfill.org

         If you are an information professional,
         AIIM is where you belong.
         www.aiim.org/certification

                                                     Text …
                                            AIIM<space>your email
                                      to 22333 for info about certification
                                        or on having AIIM speak to your
                                                  organization

In association with:
In association with:
Follow AIIM on

           AIIM Community – @aiimcommunity
           John Mancini – @jmancini77
                                                #aiim
           Atle Skjekkeland – @skjekkeland
                                                #ecm
           Peggy Winton – @pwwinton
                                                #erm
           Bryant Duhon – @bduhon
                                               #socbiz
           Jesse Wilkins – @jessewilkins
                                             #aiimwebinar
           Nick Inglis – @nickinglis
                                               #aiim12
           Betsy Fanning – @bfanning
                                                #bpm
           Theresa Resek – @tmresek
           Beth Mayhew – @bethmayhew
           Thedra White – @thedrawhite
In association with:

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In the social, mobile and cloud era, what does it take to be an Information Professional?

  • 1. In the social, mobile and cloud era, what does it take to be an Information Professional? John Mancini President, AIIM http://www.flickr.com/photos/globalx/4864001692 In association with:
  • 2. johnmancini@aiim.org @jmancini77 blog = DigitalLandfill.org If you are an information professional, AIIM is where you belong. www.aiim.org/certification Text … AIIM<space>your email to 22333 for info about certification or on having AIIM speak to your organization In association with:
  • 3. A short introduction and personal history of technology Text … AIIM<space>your email to 22333 for info about certification or on having AIIM speak to your organization In association with:
  • 7.
  • 9. "Despite  the  euphoria  of  Internet   enthusiasts  and  the  hyped-­‐up   selling  palaver  of  some  web   services  providers,  we  remain   uncertain  as  to  the  long-­‐run   substan<ve  benefits  the  Internet   will  bring  to  businesses  and  to   individual  users.…un<l  the   webmeisters  persuade  us   otherwise,  we'll  hang  on  to  our   CDs  and  floppies,  along  with  the   aperture  cards  and  other  imaging   ar<facts  that  have  served  our   corporate  and  personal  purposes   so  cost-­‐effec<vely  in  the  past."  
  • 10. Systems of Record. In association with:
  • 11. Era   Mainframe   Mini   PC   Internet         Systems of Record Years   1960-­‐1975   1975-­‐1992   1992-­‐2001   2001-­‐2009         Typical   A  batch   A  dept   A   thing   A  web  page         trans   process   document   managed   Best  known   Digital   IBM   MicrosoK   Google         company   Equipment   Content   Image   Document   Content   Microfilm         mgmt  focus   Mgmt   Mgmt   Mgmt  
  • 12. A technology inflection point. Page  In association with: 12
  • 14. Social everywhere. § Outside the firewall… § 1,330 years worth of time spent every day on Facebook. § 800M Facebook users. § 50% log in on any day. § 250M photos uploaded per day. § Inside the firewall (per AIIM Industry Watch)… § Only 38% have an enterprise social strategy. § But 27% now view social as infrastructure. In association with:
  • 16. Mobile everywhere. § Explosive growth § Mobile subscribers have grown from 719M in 2000 (60% in developed world) to 5.6 billion today (70% in the developing world). § Only 835M out of 5.6 billion devices are smartphones. § Inflection Points § q2:10 - Windows operating systems < 50% of Internet enabled devices. § q4:10 - smartphones + tablets > notebooks + desktops. In association with:
  • 17. Mobile everywhere. Legacy Discontinuity (per AIIM, Making the Most of Mobile – Content on the Move) § 94% have deployed mobile access to email, but < 30% have mobile access to enterprise systems – ECM, CRM, ERP. § 37% have no mobile ECM access; a further 30% rely on conventional web interface. § Only 47% allow personal devices to access company data, but most in a policy void. In association with:
  • 18. Records, meet engagement. In association with:
  • 19. 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   interacNon   managed   Best  known   Digital   IBM   MicrosoK   Google   Facebook   company   Equipment   Social   Content   Image   Document   Content   Microfilm   Business   mgmt  focus   Mgmt   Mgmt   Mgmt   Systems  
  • 20. Considera<on   Systems  of  Record   Systems  of  Engagement   Focus   TransacNons   InteracNons   Governance   Command  &  Control   CollaboraNon   Core  Elements   Facts  &  Commitments   Ideas  &  Nuances   Value   Single  Source  of  Truth   Discovery  &  Dialog   Standard   Accurate  &  Complete   Immediate  &  Accessible   Content   Authored   Communal   Primary  Record  Type   Documents   ConversaNons   Searchability   Easy   Hard   Usability   User  is  trained   User  “knows”     Accessibility   Regulated  &  Contained   Ad  Hoc  &  Open   RetenNon   Permanent   Transient   Policy  Focus   Security  (Protect  Assets)   Privacy  (Protect  Users)  
  • 21. So this must be the golden age § So this must be the golden age for IT professionals. § Right? § Right? In association with:
  • 23. Just Plain Loathing In association with:
  • 24. So this must be the golden age Why? In association with:
  • 26. Revolutionary expectations. “Revolution doesn’t happen when society adopts new technologies—it happens when society adopts new behaviors.” --Clay Shirky http://www.flickr.com/photos/6argoo3a/6253592631
  • 27. So this must be the golden age We need to think about the information “profession” differently. In association with:
  • 28. It’s all about information, not plumbing. http://www.flickr.com/photos/mxmstryo/4033816209 In association with:
  • 29. The Future of RM §  …as records management rarely supports direct revenue generation, most executives perceive it as an administrative cost center…the strategic relevancy of the records management function has taken a slight dip… (ARMA/Forrester, 2011) §  44% of records managers are not included in the IT strategic planning process, including requirements definitions and vendor selection – up from 35% in 2009 (ARMA/Forrester, 2011) §  The inability of our profession to come to grips with the explosion of electronic records will spell the doom of the profession. In many organizations, that omission has made us irrelevant. (Patrick Cunningham, CRM, 2010) In association with:
  • 30. The Future of RM The TECHNOLOGY skills gap – 4 or 5 on 5 pt scale BPM 27% IT and integration 11% Records Managers and Librarians WCM 7% N=168, 2009 AIIM/Oracle survey ECM 26% RM 80% In association with:
  • 31. The Future of IT §  IT is not providing a sustainable competitive advantage, just as having electricity does not provide a sustainable advantage when everyone has it. Within business organizations, the IT person who survives will focus on business, innovating, doing data analysis, business development, management functions and outsourcing IT since IT is just a commodity like electricity. Ø (Coldstreams.com 2011, reporting on IEEE seminar) §  The problem is that not enough people know how to use the new tools of the Internet, mobile, and cloud computing. The workforce as a whole does not have the right mix of skills. (Maurice Mugambe, 2011) §  The IT worker needed by businesses … for the future needs to be multi- skilled – with a mixture of technical skills combined with strong business and communication skills. (World of Work, 2011) In association with:
  • 32. The Future of IT The business skills gap – 4 or 5 on 5 pt scale Ops Mgmt 35% LOB 34% WCM 23% IT support and mgmt, Sys Admin, Developers RM 27% N=138, 2009 AIIM/Oracle survey IT and integration 62% In association with:
  • 33. The emerging information professional § The vast majority of organizations see the need to manage information as an enterprise resource rather than in separate "silos," departments or systems, but they don't know how to begin to address the challenge, as it is so large... § Professional roles focused on information management will be different to that of established IT roles. § An "information professional" will not be one type of role or skill set, but will in fact have a number of specializations. Ø Deb Logan and Regina Casonata, Gartner In association with:
  • 35. PROFESSIONAL  CERTIFICATION  covering  the   broad  based  body  of  knowledge  that  every   informa<on  professional  needs  to  understand.   DOMAINS   FOCUS  AREAS   Enterprise  search,  Business  intelligence,  Master   Access/  Use   data  management,  Text  analy<cs   Informa<on  capture,  BPM,  KM,  Email   Capture/Manage   management,  Content  management   Collabora<on,  Social  media,  Info  workplace,  IM,   Collaborate/Deliver   Telecommu<ng  support,  Web  conferencing   Security,  RM,  Data  privacy,  DRM,  Archiving,   Secure/Preserve   eDiscovery   Info  architecture,  Technical  architecture,  Cloud   Architecture/Systems   compu<ng,  Mobile  apps,  Websites  and  portals   Strategic  planning,  Building  business  case,  Impl   Plan/Implement   planning,  Req  def,  Solu<on  design,  Change  mgmt  
  • 38. We  have  only  just  begun.  
  • 39. johnmancini@aiim.org @jmancini77 blog = DigitalLandfill.org If you are an information professional, AIIM is where you belong. www.aiim.org/certification Text … AIIM<space>your email to 22333 for info about certification or on having AIIM speak to your organization In association with:
  • 41. Follow AIIM on AIIM Community – @aiimcommunity John Mancini – @jmancini77 #aiim Atle Skjekkeland – @skjekkeland #ecm Peggy Winton – @pwwinton #erm Bryant Duhon – @bduhon #socbiz Jesse Wilkins – @jessewilkins #aiimwebinar Nick Inglis – @nickinglis #aiim12 Betsy Fanning – @bfanning #bpm Theresa Resek – @tmresek Beth Mayhew – @bethmayhew Thedra White – @thedrawhite In association with: