Underwritten by: #AIIM Information Is Your Most Important Asset. Learn the Skills to Manage It SharePoint: Determine Your Next Move Presented August 17, 2016 SharePoint: Determine Your Next Move Presented August 17, 2016

Underwritten by: AIIM is the Community for Information Professionals AIIM believes that information is your most important asset. Learn the skills to manage it. Our mission is to improve organizational performance by empowering a community of leaders committed to information-driven innovation. Learn more at

Underwritten by: Bob Larrivee VP & Chief Analyst AIIM Barry Jinks President & CEO Colligo Mike Alsup Senior Vice President Gimmal Today’s Speakers

Underwritten by: Organizational Use In your view, describe the use of SharePoint as an ECM/DM system across your organization? 28% say SharePoint is their only or main ECM/DM System 13% say it is important for their overall ECM/DM Environment ©AIIM 2016 N=273

Underwritten by: SharePoint 2016 Drivers If you are planning to move to SharePoint 2016, what is your primary driver? 15% see this as part of their strategic platform vision 14% are following the update path and 11% are following Microsoft’s roadmap 8% are resisting the move to SharePoint 2016 N=257 ©AIIM 2016

Underwritten by: Let’s Ask the Panel What are you seeing?

Underwritten by: Project Progress Thinking about the scope and development of your SharePoint ECM project, how would you best describe progress? 7% indicate complete success 26% are struggling to meet their original expectations 20% say progress has stalled N=262 ©AIIM 2016

Underwritten by: Reasons for Stall/Fail Which of the following reasons would best apply to why your SharePoint project is stalled or failed? 67% cite inadequate user training 66% say it is too hard to use 64% cite lack of senior management support N=128 ©AIIM 2016

Underwritten by: Project Revitalization What steps are you taking to re-energize your SharePoint deployment? 58% will prioritize internal training 50% will update and enforce IG policies 35% will confirm SharePoint as their primary ECM System N=127 ©AIIM 2016

Underwritten by: Let’s Ask the Panel What are you seeing?

Underwritten by: Collaboration How would you describe your use of SharePoint in the following process management and enterprise connection areas? 24% say enterprise search is widely used 19% cite wide use for document review and approval processes 72% show no support for mobile device use N=162 ©AIIM 2016

Underwritten by: Mobile Capabilities How would you rate the usefulness of the following capabilities in a mobile application of SharePoint? 90% say it is important to very important to be able to distribute documents in a controlled way 75% say it is important to very important to provide intranet capabilities on mobile devices N=135 ©AIIM 2016

Underwritten by: Let’s Ask the Panel What are you seeing?

Underwritten by: Records Management How does SharePoint match your records management needs? 25% do not differentiate records from content 21% say with careful set-up it can comply with their needs 18% use add-on products N=108 ©AIIM 2016

Underwritten by: Information Governance How well aligned is your SharePoint with your Information Governance policies? 21% do not have good IG policies 15% say SharePoint aligns well with their policies 37% say they still have work to do N=117 ©AIIM 2016

Underwritten by: Let’s Ask the Panel What are you seeing?

Underwritten by: Opinions How do you feel about the following statements? 40% agree and 8% strongly agree they are happy with SharePoint and the on-going product roadmap 42% agree and 8% strongly agree SharePoint provides good value to cost N=124 ©AIIM 2016

Underwritten by: SharePoint Strategy Which of the following best describes your likely strategy for SharePoint? 29% will build ECM, RM, collaboration around SharePoint 15% will continue to build on SharePoint for the next few years 10% will move to SharePoint 2016 N=136 ©AIIM 2016

Underwritten by: Things to Think About  If your SharePoint deployment is stalled, or failing to add new value, identify the reasons and develop a plan of action to resolve them.  Develop or refine your information governance (IG) framework, and use this to see where you have gaps in your SharePoint capability, particularly with regards to records management and mobile access.  Confirm with Senior Management what role SharePoint plays in the organizational strategy for ECM, DM, RM, and collaboration then focus on those areas.

Underwritten by: Download the AIIM Industry Watch Report “The Impact of SharePoint – 2016” To Contact Bob: on Twitter Download the Research Report

Underwritten by: Track user activity & content Capture metadata Prevent data loss Integrate Outlook & SharePoint Controlled access to mobile content Compliance & records made easy Balance End-User Productivity & Governance Productivity Governance Key Takeaway Key Takeaways

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Underwritten by: About Gimmal Usability Improve adoption with intelligent search, and personal productivity enhancements across all of your sites Governance Empower your users with self-service provisioning, configuration, and branding for all sites, lists, and libraries Compliance Reduce risk with certified records management for electronic and physical content SAP Make SAP easy for casual users with certified SAP content archiving and data interoperability Digital Workplaces that Improve Business and Manage the Life of Information Contact Us: +1(877) www.gimmal.com

Underwritten by: Survival Guide from Gimmal Download Gimmal’s Governance & Records Management Survival Guide and learn how to unify governance in your organization.

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Underwritten by: #AIIM Information Is Your Most Important Asset. Learn the Skills to Manage It Take your skills to the next level by learning best practices and technologies for managing content across the enterprise with AIIM’s Enterprise Content Management training course. Visit: AIIM.org/ECMTraining

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