Priscilla Emery, e-Nterprise Advisors IGP, CIP, ERMs The evolving ECM marketplace and its impact on information governance implementation Priscilla Emery, e-Nterprise Advisors IGP, CIP, ERMs

Why you should care about history Doomed to repeat it? Learn how the present environment came to fruition Understand how to plan for the future A good futurist needs to be a good historian © 2017 e-Nterprise Advisors

We’re Records Managers: Why ECM History? Records Management is a key component of ECM There have been a lot of RM support tools that have come and gone over the years The broader scope of Information Governance demands a look at a broader set of ECM tools beyond RM If you think we are at the end of “what’s new” in technology to support Info Gov – think again © 2017 e-Nterprise Advisors

© 2017 e-Nterprise Advisors Level Set - What is ECM? The technologies, tools, and methods used to capture, manage, store, preserve, and deliver “content” or “information” across an enterprise or organization At the most basic level, ECM tools and strategies allow the management of an organization’s unstructured information, wherever that information exists Unstructured information means letters, e-mails, reports, etc., as opposed to databases or accounting systems, which contain “structured” information Source: AIIM © 2017 e-Nterprise Advisors

© 2017 e-Nterprise Advisors Typical ECM Toolbox Web Content Management Document Management Imaging Capture Technologies Scanning Forms Processing & Recognition Business Process Management / Workflow Business Intelligence and Analytics Storage Management Records Management © 2017 e-Nterprise Advisors

© 2017 e-Nterprise Advisors The Garage Metaphor Car Tools Garden Tools It’s In There Power and Hand Tools Paint Supplies © 2017 e-Nterprise Advisors

© 2017 e-Nterprise Advisors THE Legacy Pre-ECM ECM was a combining term for a variety of technologies that were already being used in the year 2000 Micrographics – sort of Electronic Imaging In the 1990s imaging vendors were in abundance Workflow, Document Management, Records Management Fewer players but a growing market in the late ’90s and early 2000s © 2017 e-Nterprise Advisors

© 2017 e-Nterprise Advisors ECM Market Evolution Let’s take an interactive view of the market © 2017 e-Nterprise Advisors

© 2017 e-Nterprise Advisors So what’s Next? A New Name? Gartner is starting to call the market “Content Services” RM tools are very much alive, changing and developing Salesforce – applying for patent to the term “records management” Taser – preparing to zap their records with their own tool File, Sync and Share Market still needs to address RM Office 365 and Google Mail growth in business begs the need for e-mail archiving in the Cloud © 2017 e-Nterprise Advisors

© 2017 e-Nterprise Advisors What to Learn from This Your present tools will become a legacy in the future Prepare for change When is the last time ECM tools were updated in your organization? Don’t assume BIG companies don’t get acquired “Old” technologies don’t necessarily go away but may get used less or differently Examples: Imaging, Use of PDFs, Electronic Forms © 2017 e-Nterprise Advisors

Implications for Info Gov As Information Governance and Records Management practices continue to support more volumes and more varied types of information the technologies needed to manage those practices will need to evolve This continues to be a journey – not a destination © 2017 e-Nterprise Advisors

What a Market is Called Matters Less Than the State of the Technologies that are Used to Support the Business Processes that Need to be Managed © 2017 e-Nterprise Advisors

© 2017 e-Nterprise Advisors Longwood, FL 32779 USA E-Mail: pemery@ecmscope.com pemery@infogovgal.com www.ecmscope.com Twitter: @ecmscope We provide "real world" advice to our clients on all the aspects associated with information governance and records management © 2017 e-Nterprise Advisors