In this webinar, we explore a new approach to managing your Organizational Intelligence that won’t disrupt user’s work habits. Want to follow along with the webinar replay? Download it here for FREE: https://info.aiim.org/new-approaches-to-classification-and-retention-that-wont-disrupt-users-work-habits

1. Underwritten by:
#AIIMYour Digital Transformation Begins with
Intelligent Information Management
Webinar Title
Presented DATE
New Approaches to Classification and Retention for
Organizational Intelligence
An AIIM Webinar presented January 29, 2020

2. Underwritten by:
#AIIMYour Digital Transformation Begins with
Intelligent Information ManagementYour Digital Transformation begins with
Intelligent Information Management

3. Underwritten by:
Tips for Participating in Today’s Webinar
Resources Survey
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speakers, held for the
end (and tech help).
Q&A
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the conclusion of the
webinar – we value
your feedback on how
we did today.
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Note: everyone can see
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Check out the
Resources available to
you today, in the box
to the right of the
slides.
Resources

4. Underwritten by:
Peggy Winton, CIP
President & CEO
AIIM
Chris McNulty
Senior Product Manager
Microsoft
Today’s Speakers

5. Underwritten by:
Peggy Winton, CIP
President & CEO
AIIM
Introducing our Speaker

6. Underwritten by:
Volume and Velocity and Variety, oh my!

7. Underwritten by:

8. Underwritten by:
Overflowing and Incompatible

9. Underwritten by:
Let’s Do Something About It

10. Underwritten by:
What’s in a Name?
… a new approach that ensures knowledge
finds the people – in whatever application
they’re using – versus asking the people to find
the knowledge

11. Underwritten by:
Mott MacDonald
INDUSTRY
Operating from 180 principal offices in 50 countries, Mott
MacDonald is a global engineering and consulting firm
helping clients navigate many of the planet’s most intricate
challenges.
Looking to help their employees more easily share and
acquire knowledge, Mott MacDonald deployed Project
Cortex, a knowledge and content services solution.
Now employees can learn and contribute to practice areas
and projects by tapping into the organization’s knowledge
communities from anywhere in Microsoft 365.
“Our success is based on our employee’s knowledge and how
they apply that knowledge to what they’re doing. Cortex
enables connected thinking …helping us realize quicker speed
to market with our projects.”
- Productivity Applications Architect, Mott MacDonald

12. Underwritten by:
Mott McDonald took these Steps:
Content Integration for a single view of needed information,
including from remote sources
Content Classification (digital and paper documents) using
tagging and metadata with some help from machine learning
Process Analysis to identify and eliminate information
bottlenecks

13. Underwritten by:
Is Your Content Generating Value in Context?

14. Underwritten by:
It’s Not That Easy

15. Underwritten by:
Business challenges
Search challenges degrade
individual productivity and
team effectiveness
Disconnected silos
of information
Tacit knowledge and
expertise of individuals
and communities is
untapped
Protecting intellectual
property
Knowledge drain from people
leaving your team or
organization

16. Underwritten by:
The Logical Step Forward …

17. Underwritten by:
Migration guidance – fasttrack.microsoft.com

18. Underwritten by:
60% Still Processed Manually
10%
15%
12% 13%
11%
9% 8% 8% 6%
3%
4%
0% 10% 20% 30% 40% 50% 60% 70% 80% 90% 100%
Think about all of the information and forms of
information coming into your organization. What would
be your guess for the percentage of this information that
is processed AUTOMATICALLY?

19. Underwritten by:
Closing the Gap

20. Underwritten by:
Project Cortex – your knowledge network in Microsoft 365
Automatically connect
and organize knowledge
Connect, manage, and protect
your content
Empower people with
just-in-time knowledge

21. Underwritten by:
The Flipside of Content Input

22. Underwritten by:
Top Targets for Automating Classification
Automatically classify/declare content at the
point of ingestion to ECM/RM/email system
Automatically classify/declare content as
part of workflow/process
Prompt for records declaration and suggest
classification
52%
48%
44%

23. Underwritten by:
Better together: People + AI
New AI services and capabilities to make it easier to build content understanding and classification apps
directly into the content management flow of Project Cortex
Automated
object detection
Forms processing
File classification and
entity extraction
Manual
for photos, scanned files,
receipts, business cards
for forms, claims,
applications, invoices,
medical forms
Customize for
your org’s forms
Taught by your
subject matter experts
for contracts, business
agreements, proposals,
manuals, resumes
Smart, right out of the box

24. Underwritten by:
One Way to Leverage Content at Scale

25. Underwritten by:
Top Drivers for Process Automation
improving data
quality
reducing manual
errors
improving
customer service
… all clearly tied to the creation of seamless
customer experiences

26. Underwritten by:
Best practices to get ready…
GET CONTENT TO
MICROSOFT 365
MAP KNOWN
SOURCES AND ADD TO
SEARCH
GET TO MODERN
PAGES
UPDATE OR REVAMP
TAXONOMY/MMS

27. Project Cortex
General Availability 1H 2020
Get more information
https://aka.ms/ProjectCortex
Apply to join Private Preview
https://aka.ms/ProjectCortex/PreviewBlog
See more
AIIM Conference 2020!