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I am excited to be speaking on Information Management: The Technology Doesn’t Matter at the AIIM 2016 Conference in New Orleans. I will be sharing a proven plan to make your information management implementations successful regardless of the technology you use.

Date: April 26, 2016—April 28, 2016
Event: The AIIM Conference 2016
Sponsor: AIIM.org
Venue: Hyatt Regency New Orleans
Location: 601 Loyola Avenue
New Orleans, LA 70113
United States
Public: Public
Registration: Click here to register.
More Info: Click here for more information.

Will the 2010 AIIM expo + conference be cloudy? – Repost From AIIM ERM Community

This is a repost from my blog post on the AIIM ERM Community Expert Blog

Will the 2010 AIIM expo + conference be cloudy?

Cloud I am looking forward to the 2010 AIIM expo + conference this year after missing the conference the last two years. I always learn something new and it is a great chance to meet some really smart people.

One topic I am interested exploring extensively is how the ECM market is responding to the “Cloud Computing”. There has been quite a bit of hype over the last couple of years and it will be interesting to see how far the ECM vendors have gone to close the gap between myth and reality.

First let’s make sure we are all on the same page. I will use Forrester’s definition for cloud computing: “A standardized IT capability, such as software, application platform, or infrastructure, delivered via Internet technologies in a pay-per-use and self-service way.” Pretty straight forward, right, then why all the confusion?

Microsoft and the Cloud

Microsoft has been heavily promoting both their Business Productivity Online Suite (BPOS) and Windows Azure. These are two distinctly different offerings with BPOS delivered as software as a service (SaaS) and Windows Azure delivered as an infrastructure as a service (IaaS). So how are these two offerings different? Here is a simple definition of these two offerings:

Infrastructure as a Service (IaaS):

IaaS (Amazon’s Elastic Compute Cloud (EC2) and Microsoft’s Azure) provide virtual computing environments allowing customers to use web service interfaces to launch instances of operating systems and associated blocks of storage on demand. Customers use the provider’s administrative console to start, stop, and access and configure their virtual servers and storage.

Software-as-a-service (SaaS):

With SaaS the vendor supplies the hardware infrastructure and their software product over the internet for use as a service on demand. Good examples of SaaS offerings include web-based email and applications from Google, CRM (sales management & reporting) from SalesForce.com, SharePoint, Exchange Email and Office Communicator from Microsoft with BPOS.

Other ECM Vendors and The Cloud

No doubt the other ECM vendors at the 2010 AIIM conference will be talking about their Cloud offerings. Looking at the conference agenda and reading the descriptions of the keynote sessions the only session which discusses the Cloud is the keynote entitled “Reinvent Work, Collaboration, and Innovation in the 21st Century” by Google’s Cyrus Mistry.

Reviewing the conference sessions, I did not really see many sessions (only a few) addressing ECM in the Cloud. So it will be interesting to see what is being talked about on the exposition floor by the ECM vendors. When I searched for “Cloud Strategy” on EMC’s website the recommended link in the search results was Virtual Computing Environment coalition (VCE) which looks like it is targeted at enterprises who want to create a “cloud-like” utility computing capability within their firewalls also known as a “Private Cloud”. I will be interested to see if EMC is working on a similar SaaS offerings to Microsoft’s BPOS.

My goal this week will be to see who really “get’s it” and understands the implications and challenges of managing your corporate information in the Cloud. I want to see who has already thought through the personal data privacy and e-Discovery implications. I will be really excited if I find someone who has gone the extra mile and defined an implementation pattern and methodology for leveraging the Cloud for ECM. I am not holding my breath on this one.

I’ll let you know what I find out this week.

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Why I do this? (Part 1) – Repost from AIIM ERM Community Blog

As I mentioned in my post “Joining a Very Special Group” I was invited to write about Electronic Records Management (ERM) on the new AIIM ERM Community.

The following is the first post I made on the AIIM ERM Community Expert Blogs last week.

Why I do this? (Part 1)

Question Ever wonder how or why you wind up doing what you do? Sometimes people set out on their career journey with a very specific destination in mind and carefully plan the development of that career along with very specific goals. That is not what happened for me.

I fell into the Enterprise Content Management (ECM) business purely by chance. Over 30 years ago my career goal was to become a pilot and I achieved that goal after completing my Bachelors of Science in Mechanical Engineering and successfully completing flight training in the US Navy.

I had an interesting career in the Navy, got to see the world, had some amazing experiences, and met some amazing people. Through my experiences I decided that flying for one of the airlines was not something I would enjoy once I retired. In 1988 as I looked at what might be the next big thing, I decided to go back to school and retool. I went back to my alma mater, University of Florida (Go Gators!), and completed a Master of Science in Computer Science.

I was lucky enough to serve as Chief Information Officer (CIO) for a Navy aircraft research and development organization before I retired from the Navy. During my time as CIO I saw how critical the “I” in that job title really was. Information was critical to the success of the research and testing of the next generation aircraft and weapon systems.

After retiring I joined an IT software and services company that had a very robust workflow solution. This is the part where serendipity comes in. The DoD 5015.2 records management standard had just been issued and one of our customers wanted a document management solution, which would also comply with the brand new DoD 5015.2 standard. This was my chance to create a new integrated document, records, and workflow management solution using PC Docs, Provenance’s ForeMost, and our workflow software. This became one of the first integrated document management suites (IDAM as coined by Gartner) on the market and was the first integrated suite to become DoD 5015.2 certified. I guess I was a pioneer of sorts.

TruearcAnyway, I went on to become the President of the records management company (which became TrueArc), created AutoRecords and was awarded a patent, and provided the first DoD 5015.2 certified integrated records management solution for Microsoft’s SharePoint 2001 (version 1). I also successfully led the acquisition of TrueArc by Documentum in late 2002.

Over the last 8 years or so I have been focused on creating solutions, which help businesses effectively manage information and extract the most value from one of their most important assets. Although I have focused primarily on leveraging SharePoint as an information management platform over the last couple of years I have been working on effective ways of using Documentum and SharePoint together.

So, as you can see, I never really started out planning to be in the ECM business. In some way I fell into this career. But I really didn’t answer the hypothetical question “Why I do this?” yet. But I will.

In Part 2, I will delve more deeply into the answer to this question…

The New AIIM Communities Goes Live

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The new AIIM Communities online platform went live today. Most of the AIIM Expert Bloggers already have made posts to the Electronic Records Management (ERM) and Enterprise 2.0 communities.

I am honored to join such a distinguished group of expert bloggers. We will be writing regularly and I really look forward to reading my fellow bloggers’ posts. My first post, “Why I do this: Part 1”, is up and I will have another post up later today. I plan to write about the AIIM expo + conference next week.

Let me know what you think!

Big News! – Office and SharePoint 2010 Released to Manufacturing

sharepoint 2010I received the email announcement late yesterday that Office 2010, SharePoint 2010, Visio 2010 and Project 2010 was officially released to manufacturing. This is a significant milestone for the next version of SharePoint and for Microsoft. Congratulations!

Some Volume Licensing Customers will be able to download the English products starting April 27 and customers will be able to purchase the new products through Microsoft partners starting May 1.

BetterECM will be in Philadelphia this week at the AIIM expo + conference and will be spending some time with the Microsoft team and Partners.

Joining a Very Special Group

MPj03865060000[1]I saw Greg Clark’s post over the weekend and realized I had neglected to mention; Starting later in April I am joining a very special group of thought leaders; aka the “AIIM Electronic Records Management Expert Bloggers”.

So, besides trying to climb back up on the BetterECM blog horse and start writing more frequently, I now will have Bryant Duhon cracking the whip to make sure I get my weekly AIIM ERM Expert Blog post in on time. This should be fun and the most exciting thing will be to see what my “expert” colleagues will have to say.

If you have topics that you would like me to tackle or questions you would like me to try and answer please add a comment and let me know. As most of my readers know, I am not bashful and love to take on challenging topics and issues head-on.

This should be fun!

One of The Best Industry Events I’ve Participated In…

ChairOnStageHat tip to the organizers, Stacey Cripps and Joyce Osborne, of the  ECM Professional Development Executive Forum held last week in Chicago. Both are committee members in the Chicago AIIM Chapter.

I participated on the morning panel, “ECM as a Career – Defining the Profession”, with Connie Moore from Forrester and Stuart Hubbard with Schiff Hardin. Jeetu Patel from Doculabs moderated and did a good job of keeping things moving.

One way I judge the value of events I am asked to participate in is if I learn something new. I learned a lot and found the questions from the over 100 attendees in the audience thought provoking and interesting. As panelists we strived to share our experiences and provide help and guidance for those looking to advance their careers in what I called “Information Governance”.

Stacey and Joyce did a fantastic job organizing the event by inviting interesting panelists and providing a great opportunity for the attendees to learn and network with others in the industry.

They are planning to do this next year and I encourage anyone to who is interested in advancing their Information Governance career to plan and attend.

Well done!

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AIIM Webinar: SharePoint and Your Information Infrastructure

CB107267_LoResI was the speaker for this webinar last week with AIIM and EMC. Here is the synopsis:

On the surface, implementing SharePoint as an enterprise content management solution seems simple and straightforward. After all, pop in your disk and, voila, SharePoint is installed. Yet, like every other single piece of information technology, deciding the proper role for SharePoint in your organization becomes complicated. Fast. How do you determine the role that SharePoint can play in your ECM strategy? We’re here to help.

SharePoint can, and will, play a key role in many organizations’ enterprise content management strategy. However, other than for some smaller companies, SharePoint is not an ECM infrastructure in and of itself; it needs to integrate with and be extended by other products for issues such as compliance, storage management, document imaging, etc. Discover how to leverage the capabilities of both SharePoint and ECM tools, including issues around interoperability. We’ll conclude with a look at potential return on investment.

To view the archived event click HERE. Hope you find it useful.

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For Most Enterprises: “An ECM Solution From a Single Vendor is a Myth!”

Lego Blocks I made this declaration while speaking at the AIIM’s Document Management Service Providers Executive Forum last month in Austin, TX. None of the 150 executives in the audience disagreed with me.

Why do I make this claim?

Well, in some instances small to midsize organizations will be able to deploy an ECM solution on one vendors’ technology. But in reality, most larger organizations have many different document management, web content management, records management, etc. technologies deployed.

Typically this happens because of mergers and acquisitions where each organization deployed different technologies over time. Or it happens because technologies were chosen at different time periods over the last 10-15 years. A good example of this phenomenon happens when an organization implemented web content management many years ago and then chose an ECM solution several years later. The ECM solution may not be from the same web content management chosen. Now most ECM vendors provide a complete set of functionality. Most have done this through acquisition of the different capabilities, but 10 years ago the most ECM leaders (EMC Documentum, IBM (FileNet), Oracle, Microsoft, and Open Text) did not have web content management.

My organization uses both Documentum and SharePoint. We also have a some Open Text, Interwoven, and Vingette deployed.

So what can you do? Pick one vendors’ technology and throw out the others over time? In some cases this strategy is not realistic.

In the next series of posts I will talk about moving to what I call a “Common Information Infrastructure”.

The AIIM Guide to ECM Purchasing

swiss_army_knifeWell the article I wrote, “The Swiss Army Knife of ECM?”, was published in the AIIM Guide to ECM Purchasing.

I talked about this article and posted the article I submitted back in February.

Some of the other articles in the guide are very good. I recommend taking a look.

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