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#AIIM14	
  #AIIM14	
  
#AIIM14	
  
Informa(on	
  Into	
  Ac(on.	
  	
  
Going	
  Beyond	
  Governance	
  	
  
Lance	
  Shaw,	
  Oracle	
  
Lisa	
  Balter,	
  CSX	
  
#AIIM14	
  
THE	
  AMOUNT	
  MANAGED	
  
INFORMATION	
  WILL	
  GROW	
  IN	
  
THE	
  NEXT	
  DECADE	
  
Source	
  IDC:	
  The	
  Digital	
  Universe	
  
#AIIM14	
  
	
  
90%	
  	
  
of	
  unstructured	
  content	
  is	
  
unmanaged.	
  
	
  
Source:	
  Doculabs	
  
#AIIM14	
  
1	
  in	
  5	
  
CIOs	
  in	
  regulated	
  industries	
  will	
  lose	
  
their	
  jobs	
  by	
  2016,	
  for	
  failing	
  to	
  implement	
  
the	
  discipline	
  of	
  informaQon	
  governance	
  
Source:	
  Gartner	
  Research	
  
#AIIM14	
  
72%of large organizations have three
or more content management,
repository management, or document
management systems
#AIIM14	
  
#AIIM14	
  
GeAng	
  to	
  Business	
  Value	
  
Leveraging	
  Content	
  to	
  Impact	
  the	
  BoSom	
  Line	
  
•  Enhance	
  ApplicaQon	
  Performance	
  
•  Eliminate	
  “Clogs”	
  in	
  Processes	
  
•  Remove	
  InformaQon	
  Gaps	
  
•  Reduce	
  errors	
  and	
  manual	
  efforts	
  
	
  
#AIIM14	
  
About	
  CSX	
  Transporta(on	
  
•  A	
  leading	
  transportaQon	
  provider	
  in	
  the	
  U.S.	
  
•  Freight	
  rail	
  transportaQon	
  and	
  intermodal	
  containers	
  
•  Covers	
  21,000	
  rail	
  miles	
  across	
  23	
  states	
  
•  Transports	
  more	
  than	
  6	
  million	
  carloads	
  of	
  products	
  and	
  raw	
  
materials	
  a	
  year.	
  
•  Reach	
  nearly	
  2/3	
  of	
  all	
  Americans	
  
#AIIM14	
  
CSX	
  
Finding	
  the	
  right	
  informaQon	
  quickly	
  to	
  make	
  beSer-­‐informed	
  business	
  decisions	
  
	
  
HR	
  Finance	
   OperaQons	
  
Purchasing	
  
Legal	
  
Medical	
  
Sales	
  &	
  
MarkeQng	
  
Mechanical	
   Engineering	
  Police	
  
Corp	
  
Comm	
  
Customer	
  
Service	
   Technology	
  
Real	
  
Property	
  
#AIIM14	
  
Physical	
  
Folders	
  &	
  
Records	
  	
  
Capture	
  of	
  
paper	
  
documents	
  
brought	
  	
  
in-­‐house.	
  
Workflow	
  
introduced	
  
	
  
Automated	
  
workflow	
  and	
  
noQficaQons	
  
Submission	
  
of	
  content	
  
from	
  third	
  
parQes	
  
Streamlining	
  Process	
  Automa(on	
  
#AIIM14	
  
Where can you integrate
your content management
system with business
processes?
#AIIM14	
  
CRM	
   ERP	
   HCM	
  
WMS	
   SCM	
   EPM	
  
MDM	
   BI	
   CRM	
  
ERP	
   HCM	
   WMS	
  
ProcessesContent Apps
PDF	
  
EPS	
  
TXT	
  
MOV	
  
CAD	
  
DWG	
  
TIF	
  
SWF	
  
MP3	
  
CDL	
  
#AIIM14	
  
PDF	
  
EPS	
  
TXT	
  
MOV	
  
CAD	
  
DWG	
  
TIF	
  
SWF	
  
MP3	
  
CDL	
  
HCM	
   ERP	
  
FINANCE	
  
CRM	
  
#AIIM14	
  
	
  	
  
	
  	
  	
  	
  	
  	
  	
  
	
  	
  
	
  	
  	
  	
  	
  	
  	
  
	
  	
  
LEGAL	
  
• M&A	
  
• Discovery	
  
• Compliance	
  
FINANCE	
  
• AP,	
  AR,	
  GL	
  
• Expenses	
  
HR	
  
• On-­‐boarding	
  
• Benefits	
  
• RecruiQng	
  
ENGINEERING	
  
• Document	
  &	
  IP	
  
Management	
  
• Rich	
  Media	
  
SERVICES	
  
• Account	
  Opening	
  
• Issue	
  ResoluQon	
  
SALES	
  
• Contract	
  Management	
  
• Deal	
  CollaboraQon	
  
Company-wide Ramifications
#AIIM14	
  
	
  	
  
PUBLIC	
  SAFETY	
  
• DocumentaQon	
  
• ReporQng	
  
HR	
  
• Benefits	
  
• RecruiQng	
  
ENGINEERING	
  
• Document	
  &	
  IP	
  
Management	
  
SERVICES	
  
• Account	
  Opening	
  
• Issue	
  ResoluQon	
  
Content @ CSX
#AIIM14	
  
Recommenda(ons	
  
#AIIM14	
  
Consolidate,	
  Organize,	
  Standardize	
  
#AIIM14	
  
Opportuni(es	
  to	
  Add	
  Value	
  
§  InvesQgate	
  areas	
  company-­‐wide	
  where	
  “paper”	
  is	
  used	
  and	
  look	
  for	
  
associated	
  cost-­‐saving	
  opportuniQes	
  
§  More	
  than	
  just	
  scanning	
  
§  Look	
  for	
  easy	
  wins	
  to	
  show	
  success	
  and	
  win	
  over	
  the	
  resistant	
  
§  Focus	
  on	
  processes	
  such	
  as	
  AP	
  Invoicing	
  or	
  Employee	
  On-­‐Boarding	
  for	
  starters	
  
§  Use	
  internal	
  surveys	
  and	
  conversaQons	
  to	
  discover	
  where	
  informaQon	
  is	
  
kept	
  and	
  how	
  hard	
  it	
  is	
  to	
  find	
  
§  E.g.,	
  Is	
  it	
  duplicated	
  to	
  provide	
  easier	
  access?	
  	
  Cloud	
  access?	
  
§  InvesQgate	
  the	
  use	
  of	
  digital	
  signatures	
  and	
  audit	
  tracking	
  where	
  criQcal	
  
#AIIM14	
  
Beyond	
  Governance	
  –	
  Content	
  Value	
  
§  Valuable	
  content	
  will	
  	
  
vary	
  by	
  company	
  
§  Different	
  departments	
  /	
  	
  
different	
  needs	
  
§  Look	
  for	
  measureable	
  ROI	
  	
  
§  Consider	
  secondary	
  impacts	
  
What	
  do	
  you	
  do	
  for	
  a	
  living?	
  
www.aiim.org/infochaos	
  
Do	
  YOU	
  understand	
  the	
  business	
  	
  
challenge	
  of	
  the	
  next	
  10	
  years?	
  
This	
  ebook	
  from	
  AIIM	
  President	
  
John	
  Mancini	
  explains.	
  
#AIIM14	
  
Thank	
  you	
  for	
  joining	
  us!	
  
Please	
  visit	
  us	
  at	
  the	
  Oracle	
  Booth	
  -­‐	
  #40	
  or	
  online	
  at:	
  
http://www.oracle.com/webcenter

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  • 1. #AIIM14  #AIIM14   #AIIM14   Informa(on  Into  Ac(on.     Going  Beyond  Governance     Lance  Shaw,  Oracle   Lisa  Balter,  CSX  
  • 2. #AIIM14   THE  AMOUNT  MANAGED   INFORMATION  WILL  GROW  IN   THE  NEXT  DECADE   Source  IDC:  The  Digital  Universe  
  • 3. #AIIM14     90%     of  unstructured  content  is   unmanaged.     Source:  Doculabs  
  • 4. #AIIM14   1  in  5   CIOs  in  regulated  industries  will  lose   their  jobs  by  2016,  for  failing  to  implement   the  discipline  of  informaQon  governance   Source:  Gartner  Research  
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  • 7. #AIIM14   GeAng  to  Business  Value   Leveraging  Content  to  Impact  the  BoSom  Line   •  Enhance  ApplicaQon  Performance   •  Eliminate  “Clogs”  in  Processes   •  Remove  InformaQon  Gaps   •  Reduce  errors  and  manual  efforts    
  • 8. #AIIM14   About  CSX  Transporta(on   •  A  leading  transportaQon  provider  in  the  U.S.   •  Freight  rail  transportaQon  and  intermodal  containers   •  Covers  21,000  rail  miles  across  23  states   •  Transports  more  than  6  million  carloads  of  products  and  raw   materials  a  year.   •  Reach  nearly  2/3  of  all  Americans  
  • 9. #AIIM14   CSX   Finding  the  right  informaQon  quickly  to  make  beSer-­‐informed  business  decisions     HR  Finance   OperaQons   Purchasing   Legal   Medical   Sales  &   MarkeQng   Mechanical   Engineering  Police   Corp   Comm   Customer   Service   Technology   Real   Property  
  • 10. #AIIM14   Physical   Folders  &   Records     Capture  of   paper   documents   brought     in-­‐house.   Workflow   introduced     Automated   workflow  and   noQficaQons   Submission   of  content   from  third   parQes   Streamlining  Process  Automa(on  
  • 11. #AIIM14   Where can you integrate your content management system with business processes?
  • 12. #AIIM14   CRM   ERP   HCM   WMS   SCM   EPM   MDM   BI   CRM   ERP   HCM   WMS   ProcessesContent Apps PDF   EPS   TXT   MOV   CAD   DWG   TIF   SWF   MP3   CDL  
  • 13. #AIIM14   PDF   EPS   TXT   MOV   CAD   DWG   TIF   SWF   MP3   CDL   HCM   ERP   FINANCE   CRM  
  • 14. #AIIM14                                           LEGAL   • M&A   • Discovery   • Compliance   FINANCE   • AP,  AR,  GL   • Expenses   HR   • On-­‐boarding   • Benefits   • RecruiQng   ENGINEERING   • Document  &  IP   Management   • Rich  Media   SERVICES   • Account  Opening   • Issue  ResoluQon   SALES   • Contract  Management   • Deal  CollaboraQon   Company-wide Ramifications
  • 15. #AIIM14       PUBLIC  SAFETY   • DocumentaQon   • ReporQng   HR   • Benefits   • RecruiQng   ENGINEERING   • Document  &  IP   Management   SERVICES   • Account  Opening   • Issue  ResoluQon   Content @ CSX
  • 18. #AIIM14   Opportuni(es  to  Add  Value   §  InvesQgate  areas  company-­‐wide  where  “paper”  is  used  and  look  for   associated  cost-­‐saving  opportuniQes   §  More  than  just  scanning   §  Look  for  easy  wins  to  show  success  and  win  over  the  resistant   §  Focus  on  processes  such  as  AP  Invoicing  or  Employee  On-­‐Boarding  for  starters   §  Use  internal  surveys  and  conversaQons  to  discover  where  informaQon  is   kept  and  how  hard  it  is  to  find   §  E.g.,  Is  it  duplicated  to  provide  easier  access?    Cloud  access?   §  InvesQgate  the  use  of  digital  signatures  and  audit  tracking  where  criQcal  
  • 19. #AIIM14   Beyond  Governance  –  Content  Value   §  Valuable  content  will     vary  by  company   §  Different  departments  /     different  needs   §  Look  for  measureable  ROI     §  Consider  secondary  impacts   What  do  you  do  for  a  living?  
  • 20. www.aiim.org/infochaos   Do  YOU  understand  the  business     challenge  of  the  next  10  years?   This  ebook  from  AIIM  President   John  Mancini  explains.  
  • 21. #AIIM14   Thank  you  for  joining  us!   Please  visit  us  at  the  Oracle  Booth  -­‐  #40  or  online  at:   http://www.oracle.com/webcenter