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How can Information
Professionals make an Impact?


Atle Skjekkeland

Chief Operating Officer, AIIM

@skjekkeland
www.aiim.org



  The context

 Process Revolution – Moving Your Business from
  Paper to PCs to Tablets

 Big Data – Extracting Value from Digital Landfills

 Faster, Simpler, Smarter – Collaborating and
  Processing in the Cloud

 Social in the Flow — Transforming Processes
Systems of Engagement
                                                                Social and
   Era       Mainframe       Mini         PC        Internet
                                                                  Cloud

                         Systems of Record

  Years      1960-1975     1975-1992   1992-2001   2001-2009    2010-2015



  Typical
              A batch       A dept         A                        An
   thing                                           A web page
               trans        process    document                 interaction
 managed


Best known                   Digital
               IBM                     Microsoft    Google      Facebook
 company                   Equipment


                                                                  Social
 Content                    Image      Document     Content
             Microfilm                                           Business
mgmt focus                  Mgmt         Mgmt        Mgmt
                                                                 Systems
www.aiim.org


Re Systems of Records and Systems of Engagement…

(our work with Geoffrey Moore)




                                 AIIM.org/futurehistory
www.aiim.org



     The Business Requirements
1.   Ensure information is dynamically delivered to staff and
     customers via websites, mobile or social media
2.   Improve information sharing and collaboration by leveraging
     virtual collaboration solutions, social networks, and existing and
     emerging communications technologies
3.   Improve enterprise search and access to information across
     systems and platforms
4.   Continuously analyze information and big data to identify new
     business opportunities and improvements
5.   Ensure appropriate information security and privacy controls
     across systems and platforms to protect the organization and its
     staff
6.   Manage information and records across systems and platforms
     to meet regulatory compliance and e-discovery readiness
7.   Streamline and automate information intensive processes across
     systems and platforms to improve efficiency and reduce costs
www.aiim.org




In this context what is the skill set
needed to make an impact?
 ―Professional roles focused on information management will
  be different to that of established IT roles….An "information
  professional" will not be one type of role or skill set, but will in
  fact have a number of specializations.‖ (Deb Logan and
  Regina Casonata – Gartner - CIO Alert: You Need Information
  Professionals)

 ―The IT worker needed … for the future needs to be multi-
  skilled – with a mixture of technical skills combined with strong
  business and communication skills.‖ (World of Work, 2011)

 ―Raw technology skills are of lesser importance than they
  once were. Now the ability to influence stakeholders across
  IT, legal, communications, marketing, and HR is of utmost
  importance.‖ (Leslie Owens, Matthew Brown and Anjali
  Yakkundi, Forrester)
Who are these people?
                                                            IT Legal professional
                                     Risk/Liability
                                         Focus               Records Manager
                                                              Digital Archivist

                                                         Business Process Owners
       Professioanals
        Information


                                     Value Focus             Business Analyst
                                                           Knowledge Manager
                                                         Information/Data Scientist

                                                         Ent Information Manager
                                Governance Focus
                                                            Info/Data Stewards
                                                         Ent Information Architect

                                     Social Focus          Information Curators
                                                           Community Managers

Most roles from Deb Logan and Regina Casonata, Gartner
www.aiim.org/certification




Objective: Create a body of knowledge and
 a means to certify understanding that allows
individuals to demonstrate their ability to solve
 an organization's existing information-related
    problems as well as plan for the future.
www.aiim.org/certification



The Process We Went Through

1. Validate the need for the certification with key
   stakeholders.

2. Use potential information professionals to define,
   rank, and validate body of knowledge (with
   Access Sciences).

3. Build a test vehicle around the body of
   knowledge (with Prometrics).

4. Build viral educational materials to kick start
   engagement.
www.aiim.org/certification



   Validation

 68% of those in AIIM database (not necessarily
  members) see value for their organization in this
  certification; 77% would find it personally valuable.

 38% of IT practitioners not connected to AIIM said
  that they would definitely or probably pursue such
  a certification.
Domain                     Focus Area/Sub-domain             Weights
1. Access/ Use             1.1 Enterprise Search
                           1.2 Business Intelligence
                           1.3 Master Data Management
                                                               12
                           1.4 Text Analytics
2. Capture/ Manage         2.1 Information Capture
                           2.2 Business Process Management
                           2.3 Knowledge Management            20
                           2.4 Email Management
                           2.5 Content Management
3. Collaborate/ Deliver    3.1 Collaboration
                           3.2 Social Media
                           3.3 Information Workplace
                           3.4 Instant Messaging
                                                               18
                           3.5 Telecommuting Support
                           3.6 Web Conferencing
4. Secure/ Preserve        4.1 Security
                           4.2 Records Management
                           4.3 Data Privacy
                           4.4 Digital Rights Management
                                                               20
                           4.5 Archiving
                           4.6 E-Discovery
5. Architecture/ Systems   5.1 Information Architecture
                           5.2 Technical Architecture
                           5.3 Cloud Computing                 15
                           5.4 Mobile Applications
                           5.5 Websites and portals
6. Plan/ Implement         6.1 Strategic Planning
                           6.2 Building the Business Case
                           6.3 Implementation Planning
                           6.4 Requirements Definition
                                                               15
                           6.5 Solution Design
                           6.6 Change Management
www.aiim.org/certification



 The Test
 The 2 hours one-time, single-part proctored exam
  has 100 multiple-choice questions, electronically
  scored.
 The exam is available from Prometric test centers
  across the world www.prometric.com/aiim
 Price is USD 265.
 AIIM is not requiring candidates to have any
  minimum education or experience before taking
  the exam.
 Certification valid for 3 years, and then must retake
  or take CEUs to maintain.
www.aiim.org/certification



    The Feedback So Far (1)
 "Anyone in IT or in an information related discipline today should be thinking
  about it."
    Ken Bisconti (Vice President, Enterprise Content Management Products
     and Strategy, IBM Software Group)
 ―There is hardly any person I know who would not benefit from the content of
  the AIIM Certified Information Professional program‖
    Tim Elmore, CIO, Bank-Fund Staff Federal Credit Union
 ―Every information management professional and information architect should
  become a Certified Information Professional.‖
    J. Kevin Parker (SharePoint SME)
 ―The Certified Information Professional certification is the best way to move
  your organization to the modern world!‖
    Catherine Webber (President, Smart Government)
 ―The AIIM Information Certification clearly connects all aspects of content,
  people, data and processes.‖
    Vikram Setia (Managing Partner, infoMENTUM Limited)
www.aiim.org/certification



   The Feedback So Far (2)
 AIIM 2012 research amongst close to 200 VPs, Directors and
  Senior Managers (not connected to AIIM);
   61% of business executives prefer consultants that are Certified
    Information Professionals versus those that are not certified
   76% of business executives would pay Certified Information
    Professionals a salary premium, with 45% indicating they'd pay
    more than a 10% per year salary premium.
   62% of business executives think having Certified Information
    Professionals on staff would enhance the perception of their
    organization in the industry
   66% of business executives think having Certified Information
    Professionals on staff would improve their ability to find,
    manage, and exploit their information assets across the
    enterprise.
www.aiim.org/certification



How to certify your staff/colleagues?
  Step 1: Evaluation
   Have 5-10 of your most experienced staff take the exam to
     evaluate it for your organization
  Step 2: Roadmap
   Your certified staff work with AIIM to analyze value of
     certification for different staff and develop a certification
     roadmap for relevant staff
   AIIM provides free training materials if staff needs to prepare
     for the exam
     Free sample exams to check if staff are ready for the
      certification
     Free online training videos hosted by AIIM or on your website
     Free Presentations with speaker notes for any in-house courses
  Step 3: Implementation

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How can information professionals make an impact

  • 1. How can Information Professionals make an Impact? Atle Skjekkeland Chief Operating Officer, AIIM @skjekkeland
  • 2. www.aiim.org The context  Process Revolution – Moving Your Business from Paper to PCs to Tablets  Big Data – Extracting Value from Digital Landfills  Faster, Simpler, Smarter – Collaborating and Processing in the Cloud  Social in the Flow — Transforming Processes
  • 3. Systems of Engagement Social and Era Mainframe Mini PC Internet Cloud Systems of Record Years 1960-1975 1975-1992 1992-2001 2001-2009 2010-2015 Typical A batch A dept A An thing A web page trans process document interaction managed Best known Digital IBM Microsoft Google Facebook company Equipment Social Content Image Document Content Microfilm Business mgmt focus Mgmt Mgmt Mgmt Systems
  • 4. www.aiim.org Re Systems of Records and Systems of Engagement… (our work with Geoffrey Moore) AIIM.org/futurehistory
  • 5. www.aiim.org The Business Requirements 1. Ensure information is dynamically delivered to staff and customers via websites, mobile or social media 2. Improve information sharing and collaboration by leveraging virtual collaboration solutions, social networks, and existing and emerging communications technologies 3. Improve enterprise search and access to information across systems and platforms 4. Continuously analyze information and big data to identify new business opportunities and improvements 5. Ensure appropriate information security and privacy controls across systems and platforms to protect the organization and its staff 6. Manage information and records across systems and platforms to meet regulatory compliance and e-discovery readiness 7. Streamline and automate information intensive processes across systems and platforms to improve efficiency and reduce costs
  • 6. www.aiim.org In this context what is the skill set needed to make an impact?
  • 7.  ―Professional roles focused on information management will be different to that of established IT roles….An "information professional" will not be one type of role or skill set, but will in fact have a number of specializations.‖ (Deb Logan and Regina Casonata – Gartner - CIO Alert: You Need Information Professionals)  ―The IT worker needed … for the future needs to be multi- skilled – with a mixture of technical skills combined with strong business and communication skills.‖ (World of Work, 2011)  ―Raw technology skills are of lesser importance than they once were. Now the ability to influence stakeholders across IT, legal, communications, marketing, and HR is of utmost importance.‖ (Leslie Owens, Matthew Brown and Anjali Yakkundi, Forrester)
  • 8. Who are these people? IT Legal professional Risk/Liability Focus Records Manager Digital Archivist Business Process Owners Professioanals Information Value Focus Business Analyst Knowledge Manager Information/Data Scientist Ent Information Manager Governance Focus Info/Data Stewards Ent Information Architect Social Focus Information Curators Community Managers Most roles from Deb Logan and Regina Casonata, Gartner
  • 9. www.aiim.org/certification Objective: Create a body of knowledge and a means to certify understanding that allows individuals to demonstrate their ability to solve an organization's existing information-related problems as well as plan for the future.
  • 10. www.aiim.org/certification The Process We Went Through 1. Validate the need for the certification with key stakeholders. 2. Use potential information professionals to define, rank, and validate body of knowledge (with Access Sciences). 3. Build a test vehicle around the body of knowledge (with Prometrics). 4. Build viral educational materials to kick start engagement.
  • 11. www.aiim.org/certification Validation  68% of those in AIIM database (not necessarily members) see value for their organization in this certification; 77% would find it personally valuable.  38% of IT practitioners not connected to AIIM said that they would definitely or probably pursue such a certification.
  • 12. Domain Focus Area/Sub-domain Weights 1. Access/ Use 1.1 Enterprise Search 1.2 Business Intelligence 1.3 Master Data Management 12 1.4 Text Analytics 2. Capture/ Manage 2.1 Information Capture 2.2 Business Process Management 2.3 Knowledge Management 20 2.4 Email Management 2.5 Content Management 3. Collaborate/ Deliver 3.1 Collaboration 3.2 Social Media 3.3 Information Workplace 3.4 Instant Messaging 18 3.5 Telecommuting Support 3.6 Web Conferencing 4. Secure/ Preserve 4.1 Security 4.2 Records Management 4.3 Data Privacy 4.4 Digital Rights Management 20 4.5 Archiving 4.6 E-Discovery 5. Architecture/ Systems 5.1 Information Architecture 5.2 Technical Architecture 5.3 Cloud Computing 15 5.4 Mobile Applications 5.5 Websites and portals 6. Plan/ Implement 6.1 Strategic Planning 6.2 Building the Business Case 6.3 Implementation Planning 6.4 Requirements Definition 15 6.5 Solution Design 6.6 Change Management
  • 13. www.aiim.org/certification The Test  The 2 hours one-time, single-part proctored exam has 100 multiple-choice questions, electronically scored.  The exam is available from Prometric test centers across the world www.prometric.com/aiim  Price is USD 265.  AIIM is not requiring candidates to have any minimum education or experience before taking the exam.  Certification valid for 3 years, and then must retake or take CEUs to maintain.
  • 14.
  • 15. www.aiim.org/certification The Feedback So Far (1)  "Anyone in IT or in an information related discipline today should be thinking about it."  Ken Bisconti (Vice President, Enterprise Content Management Products and Strategy, IBM Software Group)  ―There is hardly any person I know who would not benefit from the content of the AIIM Certified Information Professional program‖  Tim Elmore, CIO, Bank-Fund Staff Federal Credit Union  ―Every information management professional and information architect should become a Certified Information Professional.‖  J. Kevin Parker (SharePoint SME)  ―The Certified Information Professional certification is the best way to move your organization to the modern world!‖  Catherine Webber (President, Smart Government)  ―The AIIM Information Certification clearly connects all aspects of content, people, data and processes.‖  Vikram Setia (Managing Partner, infoMENTUM Limited)
  • 16. www.aiim.org/certification The Feedback So Far (2)  AIIM 2012 research amongst close to 200 VPs, Directors and Senior Managers (not connected to AIIM);  61% of business executives prefer consultants that are Certified Information Professionals versus those that are not certified  76% of business executives would pay Certified Information Professionals a salary premium, with 45% indicating they'd pay more than a 10% per year salary premium.  62% of business executives think having Certified Information Professionals on staff would enhance the perception of their organization in the industry  66% of business executives think having Certified Information Professionals on staff would improve their ability to find, manage, and exploit their information assets across the enterprise.
  • 17. www.aiim.org/certification How to certify your staff/colleagues? Step 1: Evaluation  Have 5-10 of your most experienced staff take the exam to evaluate it for your organization Step 2: Roadmap  Your certified staff work with AIIM to analyze value of certification for different staff and develop a certification roadmap for relevant staff  AIIM provides free training materials if staff needs to prepare for the exam  Free sample exams to check if staff are ready for the certification  Free online training videos hosted by AIIM or on your website  Free Presentations with speaker notes for any in-house courses Step 3: Implementation

Editor's Notes

  1. A new profession has emergedWith the help of our 65,000-member community, AIIM has defined what it takes to fully understand the profound impact of the consumerization of enterprise IT – and the challenges and opportunities posed by social, mobile, cloud and big data in our workplaces.  The business market demands a new set of skills for managing these issues, and new individuals entrusted with treating information as enterprise assets. Enter the Certified Information Professional!
  2. The convergence of mobile, social, and cloud computing is revolutionizing the way we think about enterprise information and IT.It’s the Consumerization of Enterprise IT and its changing our ability and requirements.We started 2 years ago a project with best-selling author Geoffrey Moore to analyze the impact of this on enterprise IT and our industry.He thinks that most orgs put Enterprise IT on hold the last few years (asking tough questions about ROI and if IT matter…), while Consumer IT went on fire.Forrester found that 50% of staff now thinks they have better technology at home then in the office.IT innovation used to happen in large central IT depts – now it happens for consumers. The center of innovation has shifted, making Enterprise IT an laggard unless they change their approach to IT.And the business? We see 4 big trends this year in our industry….Process Revolution – how can I get away from paper to PCs and tablets? Expect another mobile revolution – 4.2 Billion people have a toothbrushvs5.1 Billion people have a mobile phone subscription – tablets/smart phones combined with cloud based services will revolutionize business processes. Its already happening – people are moving business processes to the cloud, e.g. Expense reports using Concur, Communication using Gmail, Project Team Collaboration using BaseCamp, etc.Big Data and Analytics – Extracting Value from Digital Landfills. According toIDC: The world’s information is doubling every two years, and by 2020 the world will generate 50 times the amount of information and 75 times the number of "information containers” At the same time, the IT staff to manage all this will grow less than 1.5 times. Big Data and analytics is a way to identify knowledge, trends and attitude in huge amount of information, but Gartner claims that through 2015, more than 85 percent of Fortune 500 organizations will fail to effectively exploit big data for competitive advantageFaster, Simpler, Smarter – Collaborating and Processing in the Cloud - Almost half of all CIOs expect to operate their applications and infrastructures via cloud technologies within the next five years. This change will necessitate that CIOs reimagine IT and lead their organizations through a process of creative destruction, which will need to be supported by the information professionals. And according to Gartner;“At year-end 2016, more than 50 percent of Global 1000 companies will have stored customer-sensitive data in the public cloud.”Social in the Flow — Transforming Processes leveraging internal and external expertise (just published 3 papers on this in partnership with Andrew McAfee) - 96% of 18-35 yr olds are on a social network, and the more it is used as a consumer tool the more professional it becomes (it bleeds into the enterprise). Use cases and ROI are now being documented. One way of looking at it – the last decade was about connecting computers (The Google Era), this decade is about connecting people (the Facebook Era).Q1: Are you seeing the same big trends? Q2: What opportunities does this mean for you?
  3. The research with Geoffrey Moore resulted in among other things in this slide..This is our History of Enterprise IT in One Slide-silide…The challenges here are enormous. Expectations of Enterprise IT are rising. The business, still reeling from the crash of 2008, is questioning the rigidity and cost of legacy systems. The focus of IT is changing from a traditional focus on standardizing and automating back-end manual processes – a focus on CONTROL – to a focus on empowering and connecting knowledge workers and improving knowledge worker productivity and innovation. in the world of Systems of Engagement – no one on the user side cares about any of this. However, because these systems are being used by enterprises, they will inevitably be subject to the same legal and social restrictions as traditional enterprise content, and therein lies the rub. Today that rub is significantly limiting endorsement and adoption of consumer-style communication and collaboration facilities around the world, and it will continue to do so until the content management industry and its customers develop protocols and policies to address its issues.
  4. We got a lot of traction with this research with Geoffrey Moore…The terms introduced; SOR and SOE are now used by many industry experts and vendors like IBM, SalesForce, etc.Forbes just called the framework; The Best Social Media Ide of 2011.Q: Have you read our report addressing this? You can download this for free from www.aiim.org/futurehistory
  5. We also looked at the challenges we have ahead – what are the business objectives that organizations try to solve – either onsite or in the cloud…We found 7 big objectives, which are listed here…
  6. Lets now look at theskill sets needed to achieve these objectives….
  7. We have over the last few years seen a growing debate about this from end-users (like BP), vendors and analysts (like Gartner and Forrester)…One example;Deb Logan and Regina Casonata from Gartner published around 6 months ago a report called “CIO Alert: You Need Information Professionals”I quote: “Professional roles focused on information management will be different to that of established IT roles….An "information professional" will not be one type of role or skill set, but will in fact have a number of specializations.”
  8. Who are these people?Few people have “information professional” as a title, but many have its as a job. Gartner identified in last year a report titled “CIO Alert; The Need for Information Professionals” the following job roles to be information professionals, but there are also many more. An information professional could be an IT professional tasked with managing customer data or web content; a record manager responsible for ensuring information management compliance in an era or social, mobile and cloud computing; or a consultant responsible for implementing collaboration and content management solutions. These are just a few examples of people we consider information professionals.
  9. This profession needs a body of knowledge - what do they need to know about mobile apps, taxonomies, folksonomies, social networking, master data management, etc.We also saw a need to certify understanding that allows individuals to demonstrate their ability to solve an organization's existing information-related problems as well as plan for the future.
  10. We did a survey last year amongst 1450+ industry experts to kick-off the development of the new certification. The skills analysis was done by SMEs in multiple workshopsDevelopment was done according to ISO17024 - an ISO standard for how to certify professionalsThe new Certified Information Professional Exam is available from Prometric exam centers across the world
  11. 68% of those in AIIM database (not necessarily members) see value for their organization in this certification77% would find it personally valuable.38% of IT practitioners not connected to AIIM said that they would definitely or probably pursue such a certification.
  12. And this is the conclusion amongst the subject matter experts – this is what you need to know as an information professional – this is what you need know to pass the exam.All this have to supplemented by expertise in specific areasThink of this as T – the top is a broad understanding of information management in an era of mobile, social and cloud computing – which is the focus on our certificationThe lowerpart is in-depth expertise in specific technologies and practices – which is is the focus of our training programs.And there are frequent changes in the these areas, which requires us continue monitor and improve the learning objectives and exam questions. Its ongoing focus and investments.
  13. The exam is available from Prometric test centers across the world www.prometric.com/aiimThe 2 hours one-time, single-part proctored exam has 100 multiple-choice questions, electronically scored. Price is USD 265 – but we can reduce this if you have 50+ staff that should become certifiedAIIM is not requiring candidates to have any minimum education or experience before taking the exam, but recommending some years of relevant experience or education.Certification valid for 3 years, and then must retake or take CEUs to maintain.
  14. We have also developed sample exam questions and free educational videos to help you prepare for the exam.All candidates should take the sample exam on our website to check if they are ready to go to a Prometric exam center.If failing the sample exam – review then the relevant videos – and there are 112+ free videos available.You as a Trade Member can also get copies of the PPT with speaker notes if you want to use this for preparation courses.
  15. And what is the feedback so far…."Anyone in IT or in an information related discipline today should be thinking about it." Ken Bisconti (Vice President, Enterprise Content Management Products and Strategy, IBM Software Group)“Every information management professional and information architect should become a Certified Information Professional.”J. Kevin Parker (SharePoint SME)“The Certified Information Professional certification is the best way to move your organization to the modern world!”Catherine Webber (President, Smart Government)“The AIIM Information Certification clearly connects all aspects of content, people, data and processes.”VikramSetia (Managing Partner, infoMENTUM Limited)
  16. We also did research amongst close to 200 VPs, Directors and Senior Managers (not connected to AIIM);61% of business executives prefer consultants that are Certified Information Professionals versus those that are not certified76% of business executives would pay Certified Information Professionals a salary premium, with 45% indicating they'd pay more than a 10% per year salary premium.62% of business executives think having Certified Information Professionals on staff would enhance the perception of their organization in the industry
  17. I would propose something like the following with you…Step 1: EvaluationHave 5-10 of your most experienced staff take the exam to evaluate it for your organizationStep 2: RoadmapYour certified staff work with AIIM to analyze value of certification for different staff and develop a certification roadmap for relevant staffAIIM provides free training materials if staff needs to prepare for the examFree sample exams to check if staff are ready for the certificationFree online training videos hosted by AIIM or on your websiteFree Presentations with speaker notes for any in-house coursesStep 3: ImplementationQ1: Does this makes sense to you?Q2: We can provide you with vouchers for the evaluation – would vouchers with 25% discount be ok for 5 staff – this is around $990?Q3: How long should we give your experienced staff to take the exam – 2 weeks? Lets then schedule the evaluation call in 3 weeks.