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September 28, 2007

Case Study on Electronic Records Implementation

Picture_48FYI, I will be doing a webinar on Tuesday, October 2nd (12 noon eastern time) with Blake Donley from Great River Energy. Registration details are at THIS LINK.

Blake is a Systems Business Analyst for Great River Energy. I'm going to focus my conversation with Blake around these topics:

How did you create a team environment of IT, Legal, and records management for this initiative?
What steps did you go through to develop your file plan?
How did you link your physical records strategy to this initiative?
What approach did you take to metadata? to security? to process definition?

I look forward to having many blog readers on the webinar. REGISTRATION HERE.

Information Management: An Oxymoron for Most Organizations

I recently put together a short presentation for some prospective users of document and records technologies to highlight some of the business reasons and drivers for deploying these technologies. The presentation can be found at THIS LINK --

http://www.slideshare.net/jmancini77/information-management-an-oxymoron.

If you find the short snapshot useful, feel free to forward the link to anyone in your organization or on your distribution list who might also find it helpful.

Watch in the next few weeks for release of our first Market IQ survey on Content Security.

September 27, 2007

Anybody for Cultural Epistemology?

One of the questions I am asked most often is, “What comes after ECM?”

Almost a decde ago, AIIM was at the center of creating and popularizing the term “Enterprise Content Management,” or “ECM” to describe our industry.

Almost since the day we first started using it, people have asked me whether there isn’t some better term to describe what we do. My usual response is that ECM isn’t perfect, but it’s better than any alternative.

The risks of hopping off to the latest technology fad were highlighted for me during my first few years at AIIM, not long after we started talking about ECM.

At the time, there were many who were urging us to make “Knowledge Management,” or “KM,” the center of what we do. Many consultants told us “documents are dead” and urged us to hop on the KM bandwagon. Many of you have probably heard the story – I don’t even know if it was actually true, or just AIIM “urban legend” – of the “Knowledge Management Scanner” that appeared at the AIIM Show. I must admit that we were tempted.

I will always remember the moment I realized that this was truly an awful idea.

I was invited to be on a panel at a KM conference at the Holiday Inn in Silver Spring, just down the road from the office. The first sign of danger – “Warning Will Robinson!” – was when my fellow panelist introduced himself as a “Cultural Epistemologist.”

Now I will admit to not always being the sharpest tool in the shed, but usually when I am on a panel with someone, I at least have an idea of what they actually do for a living.

During the panel discussion, there seemed nary a mention of documents or processes or images or anything that I was even remotely acquainted with. “Cultural epistemologist” had me stumped. The closest I could come up with was a term that I vaguely remembered in conjunction with natural childbirth training when my wife was expecting our first child.

So now you know the real reason why AIIM never became “The Knowledge Management Association.” KM for me was the original “piece of the elephant” term; you could get endlessly different definitions depending on which piece of the elephant the respondent was holding.

We find our industry now approaching another “identity crossroads.” Consolidation has swept through the industry. The big infrastructure players are in the game. Sharepoint has reportedly crossed the $800M revenue mark and has been deployed to over 85 million seats. “ECM” as we know it is clearly in the process of becoming something very different and something much bigger.

This month, we will launch two new training programs in areas linked to ECM – Business Process Management (BPM) and Information Organization and Access, or IOA.

The BPM Certificate Program will cover the following topics:

• Requirements gathering and analysis
• Application integration
• Process design and modelling
• Monitoring and process analysis
• Streamlining and re-engineering processes
• Managing change

The IOA Certificate Program is focused on helping organizations optimize findability and enterprise search and will cover such concepts and technologies as:
• Enterprise search
• Developing and manage a taxonomy
• Content classification, categorization and clustering
• Fact and entity extraction
• Information presentation

I am not sure where all this will wind up in terms of an industry label – we would welcome your thoughts – but I can tell you that we are expanding the reach of the Association.

Our mission in this effort is to push two principles that were missing from the KM debate. First, we are focusing on developing a consistent and standard set of definitions and approaches to dealing with BPM and IOA. We want to help put some boundaries around these areas and make them actionable for end users. Secondly, we will look at these technologies from a practical rather than theoretical perspective.

Our focus will reflect the approach we have always tried to take at AIIM – not technology for technology’s sake, but technology to achieve a business objective.

BPM and IOA – coming to an AIIM venue near you. Sign up now. Recovering Cultural Epistemologists welcome.

September 24, 2007

Orbitz and Web Content Management

AiimecmwebinarsI just wanted to highlight a recent webinar I did with Jim Oglanian from Orbitz -- http://www.aiim.org/article-webinar.asp?ID=33722.

Jim is the CMS Product Manager at Orbitz. On the webinar, he focused on how Orbitz...

...changes web site content while maintaining security standards
...separates content from context and use multiple channels of distribution
...uses the same content source within multiple contexts
...successfully and delicately removed developers from the editorial process

Make sure to stay tuned until the end of the webinar - there was at least 25 minutes of really good Q&A at the end -- Jim was an awesome guest.

Jim manages the authoring and publishing of merchandise and application content for the new Orbitz global web platform. Jim has extensive experience architecting, building and maintaining large, global Web sites. Prior to Orbitz, Jim managed UI enhancements for the Salt Lake City 2002 City Olympics Web site and for Microsoft at MSNBC.com. Jim also helped to build Arthurandersen.com from its inception to a global, award winning professional services portal.

Check out the webinar at THIS LINK.

This webinar is part of a series I am doing -- the next one is with Blake Donley, from Great River Energy, (Minnesota's second-largest power generation and transmission co-op) and will focus on how Great River Energy created and implemented its enterprise records management system. CLICK HERE to register for this webinar.

September 20, 2007

BPM: Crossing the Chasm or Still Enroute?

The most recent e-newsletter from bptrends.com (editing by Celia Wolf and Paul Harmon) contains some interesting insights on the state of the BPM market.

The BPMS market is definitely consolidating. During the last five months, Software AG bought webMethods, TIBCO bought Spotfire, IBM bought TeleLogic, and Metastorm bought Proforma. We argued that 2007 would be the year that everyone recognized the relationship between BPMS and SOA. Similarly, we believe that 2008 will be the year that everyone recognizes the important relationship between BPMS and BI. Thus, while the market is consolidating, it is also expanding and growing in new ways.

The article includes a short list of some of the major acquisitions in the BPM space going back over the past five years…

8-07 Metastorm (Workflow) buys Proforma (BP Modeling)
6-07 IBM (Platform) buys TeleLogic (BP and UML Modeling)
5-07 TIBCO (EAI-Workflow) buys Spotfire (BI)
4-07 Software AG (Platform) buys webMethods (Documentation)
8-06 IBM (Platform) buys Filenet (Documentation)
3-06 BEA (Platform) buys Fuego (BPM engine)
12-05 Intalio (BPM Engine) buys FiveSight (BPEL)
10-05 Metastorm (Workflow) merges with CommerceQuest (EAI)
9-05 Fair Issac (Rules) buys RulesPower (Rules)
7-05 Seagull Software (Middleware) buys Oak Grove Systems (BPM engine)
6-05 Sun (Platform) buys SeeBeyond (EAI)
4-05 TeleLogic (Modeling) buys Popkin (BP modeling)
6-04 Oracle (Platform/Database/ERP) buys Collaxa (BPEL)
6-04 TIBCO (EAI) buys Staffware (Workflow)
4-04 Adobe (Documents) buys Q-Link (Workflow)

The article goes on to speculate about where along Moore’s deployment curve the BPM market currently lies; has it crossed over the chasm?

The article is worth checking out (www.bptrends.com), as is our new BPM training course announced last week. Click on THIS LINK for details.

Just as a reminder, we publish an AIIM Industry Watch on the State of the BPM Industry (available HERE); we’ve also done a number of postings on this blog relative to BPM:

BPM and ECM
Key to BPM Success: Get Educated
BPM without Clear Ownership in Many Organizations
Justifying BPM Initiatives

September 13, 2007

New AIIM Training Courses Launched

The next generation of AIIM courses is now ready! For a quick video explaining the courses, go to http://www.youtube.com/watch?v=f55nw0gJcug (for those getting this via email; for others, the direct link is embedded.

I've gotten a preview these two news courses -- on Business Process Management and on Information Organization and Access (aka Search on Steroids) -- and they are terrific. The content has been built by CMS Watch, with learning objectives defined by our Education Advisory Committees in North America and Europe. The result is a very practical and best practices approach to 2 topics that often have a lot of -- ahem -- techno-babble associated with them.. Check them out at www.aiim.org/training.

September 06, 2007

Is Your Content Secure?

Finding out by participating in our new SURVEY.

As the kick-off Market IQ (re-birth of Industry watch) launches, we’re tackling a topic that information managers around the world have told us is a burning topic in their organizations.

The topic is Content Security. We’re looking at the next level of thinking and implementation, that goes beyond records management, beyond securing content in a repository, beyond e-mail management, and most certainly beyond traditional “information security”. All of these individual topics are still relevant, but how are you and your peers integrating them, from both a tactical and strategic point of view?

I invite you to take 20-25 minutes to share your insights and experiences with the security of content throughout it’s lifecycle. Your input will help us in our efforts to drive the ECM industry as a community, to minimize risks, and help make security a positive driver of business, rather than an obstacle for all users (whether legitimate users or attackers).

The outcome of this research will be posted in the Market IQ on Content Security, due around October 5th, 2007. We will also be providing commentary on the research via this blog, Carl’s blog, and Dan’s blog. We will also be hosting a webinar discussing the findings, roughly 2 weeks after the paper has been posted to the AIIM website.

Thanks in advance for your time! Again, here's the LINK for the survey -- http://www.zoomerang.com/survey.zgi?p=WEB226UNAW64LA

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