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Informa(on	
  Management	
  is	
  Hard	
  
Guess	
  What?	
  Your	
  Customers	
  Don’t	
  Care	
  
Ed	
  McQuiston,	
  Sr.	
  VP	
  Global	
  Sales	
  &	
  Marke:ng	
  
	
  
The	
  Informa:on	
  Age	
  
Computer	
  Age	
  –	
  Digital	
  Age	
  –	
  New	
  Media	
  Age	
  
We’re	
  not	
  in	
  an	
  informa5on	
  age	
  
anymore.	
  We’re	
  in	
  the	
  informa5on	
  
management	
  age.	
  
-­‐	
  Chris	
  Hardwick,	
  Nerdist	
  
Solving	
  the	
  ECM	
  Puzzle	
  
The	
  Informa(on	
  rEVOLUTION	
  
Consumeriza(on	
  
Founda5onal	
  Solu5on	
  
To	
  build	
  a	
  founda5onal	
  ECM	
  solu5on,	
  you	
  could	
  use	
  any	
  product	
  
Check	
  In	
  /	
  Check	
  
Out	
  
File	
  Import	
  
Search	
  
Basic	
  Workflow	
  
E-­‐Forms	
  
Content	
  Types	
  	
  
Collabora5on	
  
Revision	
  Control	
  
Check	
  In	
  /	
  Check	
  
Out	
  
File	
  Import	
  
Search	
  
Basic	
  Workflow	
  
E-­‐Forms	
  
Content	
  Types	
  
Collabora5on	
  
Revision	
  Control	
  
Desktop	
  Scanning	
  
High	
  Volume	
  
Scanning	
  
Forms	
  Processing	
  
Barcode	
  
Recogni5on	
  
Back	
  File	
  
Conversions	
  	
  
COLD	
  Processing	
  
Import	
  XML	
  
streams	
  
Fax	
  Integra5ons	
  
Significant	
  Business	
  
Processes	
  
Intelligent	
  folder	
  
crea5on	
  
Digital	
  Signatures	
  
stamps	
  
Electronic	
  Signature	
  
pad	
  capture	
  
Auto-­‐generate	
  docs	
  
from	
  templates	
  
Auto-­‐generate	
  
image	
  statements	
  
Image-­‐Enable	
  other	
  
applica5ons	
  
Easy	
  to	
  read	
  history	
  
log	
  reports	
  
Extract	
  for	
  Data	
  
Warehousing	
  
Check	
  Import	
  
Processor	
  
Import	
  HL7	
  
Messages	
  
Real-­‐5me	
  business	
  
ac5vity	
  repor5ng	
  
Manage	
  Physical	
  
Records	
  
Enterprise	
  is	
  Much	
  More	
  Challenging	
  
Kiosk	
  Interface	
  
Check	
  In	
  /	
  Check	
  
Out	
  
File	
  Import	
  
Search	
  
Basic	
  Workflow	
  
E-­‐Forms	
  
Content	
  Types	
  
Collabora5on	
  
Revision	
  Control	
  
Third	
  Party	
  App	
   Third	
  Party	
  App	
   Third	
  Party	
  App	
   Third	
  Party	
  App	
  
Custom	
  Code	
   Third	
  Party	
  App	
   Custom	
  Code	
   Third	
  Party	
  App	
  
Third	
  Party	
  App	
   Third	
  Party	
  App	
   Third	
  Party	
  App	
   Third	
  Party	
  App	
  
Custom	
  Code	
   Custom	
  Code	
   Custom	
  Code	
   Custom	
  Code	
  
Custom	
  Code	
   Third	
  Party	
  App	
   Custom	
  Code	
   Custom	
  Code	
  
Third	
  Party	
  App	
  
Silos	
  and	
  Services	
  
Custom	
  Code	
  
Check	
  In	
  /	
  Check	
  
Out	
  
File	
  Import	
  
Search	
  
Basic	
  Workflow	
  
E-­‐Forms	
  
Content	
  Types	
  
Collabora5on	
  
Revision	
  Control	
  
Third	
  Party	
  App	
   Third	
  Party	
  App	
   Third	
  Party	
  App	
   Third	
  Party	
  App	
  
Custom	
  Code	
   Third	
  Party	
  App	
   Custom	
  Code	
   Third	
  Party	
  App	
  
Third	
  Party	
  App	
   Third	
  Party	
  App	
   Third	
  Party	
  App	
   Third	
  Party	
  App	
  
Custom	
  Code	
   Custom	
  Code	
   Custom	
  Code	
   Custom	
  Code	
  
Custom	
  Code	
   Third	
  Party	
  App	
   Custom	
  Code	
   Custom	
  Code	
  
Third	
  Party	
  App	
   Custom	
  Code	
  	
  
Mul5ple	
  Vendors	
  =	
  Mul5ple	
  Contracts	
  
	
  
Upgrade	
  Landscape	
  =	
  A	
  Nightmare	
  
	
  
Shopping	
  and	
  researching	
  for	
  each	
  new	
  component	
  
	
  
Custom	
  Code	
  to	
  5e	
  everything	
  together	
  	
  
Desk	
  intrays	
  
Remote	
  offices	
  
File	
  cabinets	
  
&	
  offsite	
  storage	
  
Registra5on	
  
desk	
  
Mailroom	
  
Paper	
  documents	
   Electronic	
  data	
  &	
  informa(on	
  
File	
  shares	
  
Email	
  &	
  faxes	
  
Mobile	
  
Mainframes	
  &	
  
data	
  streams	
  
Department	
  
applica5ons	
  
Personalized	
   Integrated	
   Mobile	
   Offline	
   Extended	
  
Screen-­‐level	
   Data-­‐level	
   Enterprise	
  applica5ons	
   Produc5vity	
  tools	
  
Integra(on	
  tools	
   Purpose-­‐built	
  integra(ons	
  
SAP	
  SAP	
  Archive	
  Link	
  
Access	
  related	
  content	
  
within	
  SAP	
  screens	
  
SAP	
  Users	
  	
   Non-­‐SAP	
  Users	
  	
  
Interact	
  with	
  SAP	
  
processes	
  
Outlook	
  
Mobile	
  
Mul:-­‐channel	
  
capture	
  
ERP	
   CRM	
   HRIS	
   Home	
  Grown	
  
Applica5on	
  
ERP	
   HRIS	
   CRM	
   Home	
  
Grown	
  
Firewall	
  
Surface	
  content	
  &	
  processes	
  to	
  internal	
  users	
  
Intelligent	
  Data	
  Capture	
  
Synchronize	
  data	
  throughout	
  processes	
  	
  
Secure	
  access	
  
for	
  external	
  
par:es	
  
Customer/	
  
Vendor	
  
Portals	
  
Auditor	
  
Access	
  
Share	
  &	
  collect	
  
documents	
  and	
  
forms	
  
Enterprise	
  
Informa5on	
  
Pla`orm	
  
integra(on	
  hub	
  
ERP	
   HRIS	
   CRM	
   App	
   OnBase	
   Mobile	
   Outlook	
  
Email	
  &	
  faxes	
  
Mobile	
  Capture	
  
Mainframes	
  &	
  
data	
  streams	
  
Scanning	
  
EFSS	
  
Check	
  In	
  /	
  Check	
  
Out	
  
File	
  Import	
  
Search	
  
Basic	
  Workflow	
  
E-­‐Forms	
  
Content	
  Types	
  
Collabora5on	
  
Revision	
  Control	
  
Desktop	
  Scanning	
  
High	
  Volume	
  
Scanning	
  
Forms	
  Processing	
  
Barcode	
  
Recogni5on	
  
Back	
  File	
  
Conversions	
  	
  
COLD	
  Processing	
  
Import	
  XML	
  
streams	
  
Fax	
  Integra5ons	
  
Significant	
  Business	
  
Processes	
  
Intelligent	
  folder	
  
crea5on	
  
Digital	
  Signatures	
  
stamps	
  
Electronic	
  Signature	
  
pad	
  capture	
  
Auto-­‐generate	
  docs	
  
from	
  templates	
  
Auto-­‐generate	
  
image	
  statements	
  
Image-­‐Enable	
  other	
  
applica5ons	
  
Easy	
  to	
  read	
  history	
  
log	
  reports	
  
Extract	
  for	
  Data	
  
Warehousing	
  
Check	
  Import	
  
Processor	
  
Import	
  HL7	
  
Messages	
  
Real-­‐5me	
  business	
  
ac5vity	
  repor5ng	
  
Manage	
  Physical	
  
Records	
  
Is	
  this	
  the	
  right	
  solu5on?	
  	
  
Kiosk	
  Interface	
  
Check	
  In	
  /	
  Check	
  
Out	
  
File	
  Import	
  
Search	
  
Basic	
  Workflow	
  
E-­‐Forms	
  
Content	
  Types	
  
Collabora5on	
  
Revision	
  Control	
  
Desktop	
  Scanning	
  
High	
  Volume	
  
Scanning	
  
Forms	
  Processing	
  
Barcode	
  
Recogni5on	
  
Back	
  File	
  
Conversions	
  	
  
COLD	
  Processing	
  
Import	
  XML	
  
streams	
  
Fax	
  Integra5ons	
  
Significant	
  Business	
  
Processes	
  
Intelligent	
  folder	
  
crea5on	
  
Digital	
  Signatures	
  
stamps	
  
Electronic	
  Signature	
  
pad	
  capture	
  
Auto-­‐generate	
  docs	
  
from	
  templates	
  
Auto-­‐generate	
  
image	
  statements	
  
Image-­‐Enable	
  other	
  
applica5ons	
  
Easy	
  to	
  read	
  history	
  
log	
  reports	
  
Extract	
  for	
  Data	
  
Warehousing	
  
Check	
  Import	
  
Processor	
  
Import	
  HL7	
  
Messages	
  
Real-­‐5me	
  business	
  
ac5vity	
  repor5ng	
  
Manage	
  Physical	
  
Records	
  
Report	
  on	
  “missing”	
  
documents	
  
Store	
  Documents	
  on	
  
secure	
  devices	
  
Kiosk	
  Interface	
  
Single	
  Pla`orm	
  Approach	
  
A	
  Pla`orm	
  is	
  More	
  Than	
  a	
  Brand	
  
Check	
  In	
  /	
  Check	
  
Out	
  
File	
  Import	
  
Search	
  
Basic	
  Workflow	
  
E-­‐Forms	
  
Content	
  Types	
  
Collabora5on	
  
Revision	
  Control	
  
Desktop	
  Scanning	
  
High	
  Volume	
  
Scanning	
  
Forms	
  Processing	
  
Barcode	
  
Recogni5on	
  
Back	
  File	
  
Conversions	
  	
  
COLD	
  Processing	
  
Import	
  XML	
  
streams	
  
Fax	
  Integra5ons	
  
Significant	
  Business	
  
Processes	
  
Intelligent	
  folder	
  
crea5on	
  
Digital	
  Signatures	
  
stamps	
  
Electronic	
  Signature	
  
pad	
  capture	
  
Auto-­‐generate	
  docs	
  
from	
  templates	
  
Auto-­‐generate	
  
image	
  statements	
  
Image-­‐Enable	
  other	
  
applica5ons	
  
Easy	
  to	
  read	
  history	
  
log	
  reports	
  
Extract	
  for	
  Data	
  
Warehousing	
  
Check	
  Import	
  
Processor	
  
Import	
  HL7	
  
Messages	
  
Real-­‐5me	
  business	
  
ac5vity	
  repor5ng	
  
Manage	
  Physical	
  
Records	
  
Report	
  on	
  “missing”	
  
documents	
  
Store	
  Documents	
  on	
  
secure	
  devices	
  
Kiosk	
  Interface	
  
Enterprise	
  Informa5on	
  Pla`orm	
  
	
  
One	
  Vendor	
  =	
  One	
  Contract	
  
One	
  Product	
  to	
  Upgrade	
  
Plug	
  and	
  Play	
  Each	
  New	
  Component	
  
One	
  Code	
  Base	
  
One	
  Database	
  
One	
  Repository	
  
Thank	
  You	
  

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[AIIM16] Information Management is Hard. Guess What? Your customers don’t care.

  • 1. Informa(on  Management  is  Hard   Guess  What?  Your  Customers  Don’t  Care   Ed  McQuiston,  Sr.  VP  Global  Sales  &  Marke:ng    
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  • 15. The  Informa:on  Age   Computer  Age  –  Digital  Age  –  New  Media  Age  
  • 16. We’re  not  in  an  informa5on  age   anymore.  We’re  in  the  informa5on   management  age.   -­‐  Chris  Hardwick,  Nerdist  
  • 17.
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  • 19. Solving  the  ECM  Puzzle  
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  • 35. Founda5onal  Solu5on   To  build  a  founda5onal  ECM  solu5on,  you  could  use  any  product   Check  In  /  Check   Out   File  Import   Search   Basic  Workflow   E-­‐Forms   Content  Types     Collabora5on   Revision  Control  
  • 36. Check  In  /  Check   Out   File  Import   Search   Basic  Workflow   E-­‐Forms   Content  Types   Collabora5on   Revision  Control   Desktop  Scanning   High  Volume   Scanning   Forms  Processing   Barcode   Recogni5on   Back  File   Conversions     COLD  Processing   Import  XML   streams   Fax  Integra5ons   Significant  Business   Processes   Intelligent  folder   crea5on   Digital  Signatures   stamps   Electronic  Signature   pad  capture   Auto-­‐generate  docs   from  templates   Auto-­‐generate   image  statements   Image-­‐Enable  other   applica5ons   Easy  to  read  history   log  reports   Extract  for  Data   Warehousing   Check  Import   Processor   Import  HL7   Messages   Real-­‐5me  business   ac5vity  repor5ng   Manage  Physical   Records   Enterprise  is  Much  More  Challenging   Kiosk  Interface  
  • 37. Check  In  /  Check   Out   File  Import   Search   Basic  Workflow   E-­‐Forms   Content  Types   Collabora5on   Revision  Control   Third  Party  App   Third  Party  App   Third  Party  App   Third  Party  App   Custom  Code   Third  Party  App   Custom  Code   Third  Party  App   Third  Party  App   Third  Party  App   Third  Party  App   Third  Party  App   Custom  Code   Custom  Code   Custom  Code   Custom  Code   Custom  Code   Third  Party  App   Custom  Code   Custom  Code   Third  Party  App   Silos  and  Services   Custom  Code  
  • 38. Check  In  /  Check   Out   File  Import   Search   Basic  Workflow   E-­‐Forms   Content  Types   Collabora5on   Revision  Control   Third  Party  App   Third  Party  App   Third  Party  App   Third  Party  App   Custom  Code   Third  Party  App   Custom  Code   Third  Party  App   Third  Party  App   Third  Party  App   Third  Party  App   Third  Party  App   Custom  Code   Custom  Code   Custom  Code   Custom  Code   Custom  Code   Third  Party  App   Custom  Code   Custom  Code   Third  Party  App   Custom  Code     Mul5ple  Vendors  =  Mul5ple  Contracts     Upgrade  Landscape  =  A  Nightmare     Shopping  and  researching  for  each  new  component     Custom  Code  to  5e  everything  together    
  • 39.
  • 40. Desk  intrays   Remote  offices   File  cabinets   &  offsite  storage   Registra5on   desk   Mailroom   Paper  documents   Electronic  data  &  informa(on   File  shares   Email  &  faxes   Mobile   Mainframes  &   data  streams   Department   applica5ons  
  • 41. Personalized   Integrated   Mobile   Offline   Extended  
  • 42. Screen-­‐level   Data-­‐level   Enterprise  applica5ons   Produc5vity  tools   Integra(on  tools   Purpose-­‐built  integra(ons  
  • 43. SAP  SAP  Archive  Link   Access  related  content   within  SAP  screens   SAP  Users     Non-­‐SAP  Users     Interact  with  SAP   processes   Outlook   Mobile  
  • 44. Mul:-­‐channel   capture   ERP   CRM   HRIS   Home  Grown   Applica5on   ERP   HRIS   CRM   Home   Grown   Firewall   Surface  content  &  processes  to  internal  users   Intelligent  Data  Capture   Synchronize  data  throughout  processes     Secure  access   for  external   par:es   Customer/   Vendor   Portals   Auditor   Access   Share  &  collect   documents  and   forms   Enterprise   Informa5on   Pla`orm   integra(on  hub   ERP   HRIS   CRM   App   OnBase   Mobile   Outlook   Email  &  faxes   Mobile  Capture   Mainframes  &   data  streams   Scanning   EFSS  
  • 45. Check  In  /  Check   Out   File  Import   Search   Basic  Workflow   E-­‐Forms   Content  Types   Collabora5on   Revision  Control   Desktop  Scanning   High  Volume   Scanning   Forms  Processing   Barcode   Recogni5on   Back  File   Conversions     COLD  Processing   Import  XML   streams   Fax  Integra5ons   Significant  Business   Processes   Intelligent  folder   crea5on   Digital  Signatures   stamps   Electronic  Signature   pad  capture   Auto-­‐generate  docs   from  templates   Auto-­‐generate   image  statements   Image-­‐Enable  other   applica5ons   Easy  to  read  history   log  reports   Extract  for  Data   Warehousing   Check  Import   Processor   Import  HL7   Messages   Real-­‐5me  business   ac5vity  repor5ng   Manage  Physical   Records   Is  this  the  right  solu5on?     Kiosk  Interface  
  • 46. Check  In  /  Check   Out   File  Import   Search   Basic  Workflow   E-­‐Forms   Content  Types   Collabora5on   Revision  Control   Desktop  Scanning   High  Volume   Scanning   Forms  Processing   Barcode   Recogni5on   Back  File   Conversions     COLD  Processing   Import  XML   streams   Fax  Integra5ons   Significant  Business   Processes   Intelligent  folder   crea5on   Digital  Signatures   stamps   Electronic  Signature   pad  capture   Auto-­‐generate  docs   from  templates   Auto-­‐generate   image  statements   Image-­‐Enable  other   applica5ons   Easy  to  read  history   log  reports   Extract  for  Data   Warehousing   Check  Import   Processor   Import  HL7   Messages   Real-­‐5me  business   ac5vity  repor5ng   Manage  Physical   Records   Report  on  “missing”   documents   Store  Documents  on   secure  devices   Kiosk  Interface   Single  Pla`orm  Approach   A  Pla`orm  is  More  Than  a  Brand  
  • 47. Check  In  /  Check   Out   File  Import   Search   Basic  Workflow   E-­‐Forms   Content  Types   Collabora5on   Revision  Control   Desktop  Scanning   High  Volume   Scanning   Forms  Processing   Barcode   Recogni5on   Back  File   Conversions     COLD  Processing   Import  XML   streams   Fax  Integra5ons   Significant  Business   Processes   Intelligent  folder   crea5on   Digital  Signatures   stamps   Electronic  Signature   pad  capture   Auto-­‐generate  docs   from  templates   Auto-­‐generate   image  statements   Image-­‐Enable  other   applica5ons   Easy  to  read  history   log  reports   Extract  for  Data   Warehousing   Check  Import   Processor   Import  HL7   Messages   Real-­‐5me  business   ac5vity  repor5ng   Manage  Physical   Records   Report  on  “missing”   documents   Store  Documents  on   secure  devices   Kiosk  Interface   Enterprise  Informa5on  Pla`orm     One  Vendor  =  One  Contract   One  Product  to  Upgrade   Plug  and  Play  Each  New  Component   One  Code  Base   One  Database   One  Repository  
  • 48.
  • 49.