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What does it take to be an ECM expert?

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What does it take be an ECM expert in the years ahead? AIIM gathered industry experts to define learning objectives for 2012-2015.

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What does it take to be an ECM expert?

  1. 1. What does it take to be an ECM expert in in the years ahead? Atle Skjekkeland COO, AIIM askjekkeland@aiim.org
  2. 2. When the Future is Cloudy?
  3. 3. When Business is Social? Source: en.gauge media
  4. 4. With Ubiquitous Computing?
  5. 5. 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 A web An thing transactio process document page interactionmanaged n Best Digital known IBM Microsoft Google Facebook EquipmentcompanyContent Social Image Document Content mgmt Microfilm Business Mgmt Mgmt Mgmt focus Systems
  6. 6. AIIM Gathered Industry Experts Defined ECM learning objectives for 2012-2015• @doc • Gambro • Marion County Health• Barclays Capital • Gartner Department• Bill and Vieve Gore • Gimmal Group • Oracle School of Business, • GlaxoSmithKline • Ricoh Westminster College • Harris Corporation • Royal Mail Group• BP • Hartman Communicate • Shell• Chevron Phillips • Health First • SpringCM Chemical Company • Sunoco • Hewlett Packard• Crown Partners • The South Financial • Hyland Software• Fujitsu Group • IBM• Gambro • US Courts • Inforesight Limited• Gartner • US Department of • JPMorgan Chase• Gimmal Group Treasury • Kodak • Zylab
  7. 7. The Results? An updated ECM training course with 70% new course content
  8. 8. Section 1: Section 2: Section 3: Section 4:ECM Foundations Business Drivers Information Architecture Managing Process & Content1 Introduction 7 Productivity 12 Understanding ECM Architecture 19 Content Storage• Introduction to ECM • Productivity as a business driver for • ECM architecture types • Storage vs. archiving ECM PRACTITIONER COURSE• Business drivers for ECM ECM • Four core content services • Online storage• Current state of ECM and historical context • User adoption and meeting productivity • Approaches to managing content • Cloud services• Overview of key ECM technologies goals • What is information architecture (IA)? • Risks to watch • Case study examples • How IA shapes ECM • How to2 Capture and Creation 8 Information Governance 13 Metadata 20 Security & Access Controls• Sources of content • IG as a driver for ECM • What is metadata? • Business value• Importing content • What is IG? • Business value of metadata • Protected and sensitive content• E-mail • Understanding compliance • Types of metadata • Legal & compliance considerations• Scanning • Internal, legal and regulatory • Sources of metadata • Means of protection• Rich media obligations • How to plan a metadata strategy • How to• Social media • Case study examples • Metadata standards3 Organizing Content 9 Knowledge Management 14 Taxonomies & Classification 21 Process & Workflow• What is metadata? • KM as a driver for ECM • Taxonomies • Workflow and BPM• Using metadata to organize content • Understanding institutional memory • Types of taxonomies • Forms and templates• Tagging • Intellectual property • Classifications • Transactional content management• Folders and hierarchies • Protecting vital records • Classification schemes • Integration with LOB apps• Relationships • Case study examples • How to • Standards and common notations• Controlling access to content • How to4 Collaboration 10 Social Business 15 Findability 22 Retention & Disposition of Electronic Content• Types of collaboration • Collaboration as a business driver • Defining findability • Business value• Enabling teams • Web 2.0 to social business • Findability and metadata • Understanding ERM• Version control and editing content • Common use cases • Findability and classification schemes • The records (and content) lifecycle• Sharing content • Balancing risks and rewards • Search functionality • Transfer of records• Collaborating beyond the document • Change management • Recommendation engines • Destruction of records • Case study • Optimization considerations • How to5 Search & Retrieve 11 Success Metrics 16 Analytics & Reporting 23 Digital Preservation• Searching with metadata or tags • Understanding and choosing metrics • Business value of analytics and reporting • Business value• Searching with keywords or phrases • Return on investment • Reporting using content metadata • Preservation vs. conservation• Storing routine queries • Total cost of ownership • Content analytics • Storage and device considerations• Sorting and filtering • Key performance indicators • Semantic search • Migrations and conversions• Navigating folder structures • How to • Linked data and entity extraction • Preservation formats and standards• Recommendations & expert locations • Web analytics • How to6 Publish & Deliver 17 Interoperability & Integration 24 Retention & Disposition of Physical Records• Content for web, portals, intranets • Integration with LOB apps • Business value• Content for social networks • Supporting standards • Understanding physical records management• Content for mobile devices • Means of functional connectivity • Preservation and protection• Feeds, syndication and personalization • Means of programmatic connectivity • Transfer and destruction• Renditions and transformation • Migration and import considerations • Paper reduction considerations• Accessibility and standards • How to • How to 18. Performance Considerations 25. Creating and Structuring Content • Geography evokes architecture • Components Updated ECM Practitioner • Distributed, centralized and decentralized Remote users and mobile workers • Outside entities • Business value • Types of structured content • Formats and standards Course - 10 hours training • Planning: rules of thumb • Sizing, scoping, optimization • How to • Publication and distribution ramifications • How to
  9. 9. Sample Students• ABBYY • HP • Philip Morris USA• Accenture • Hyland Software • Price Waterhouse Coopers• AstraZeneca Pharmaceuticals Inc. • Progressive Insurance• Bank of America • IBM • Ricoh• Boeing Company • IKON Office • Shell Oil Products US• Booz Allen Hamilton Solutions • US Army Corps of Engineers• Bureau of Engraving and Printing • Kimberly-Clark • Department of Transportations• Canon • Kodak • US Department of Treasury• Chevron • Lexmark I • US Environmental Protection• CIGNA Healthcare • Liberty Mutual Agency• Deloitte Insurance • US Mint• Eli Lilly and Company • Lockheed-Martin • USAA• Fannie Mae • Microsoft • Washington Mutual • Petro-Canada
  10. 10. Course FeedbackIn today’s Web 2.0 world, companies are required to provide a set of userexperiences that enable employees to work with corporate information the waythey work with personal information—easy to use, easy to find and easy tointeract with others. Now more than ever, comprehensive enterprise contentmanagement training that incorporates the use of Web 2.0 technologies is amust-have for companies. With its broad-based support and real-worldapproach, AIIM continues to be the gold standard for ECM training.” WhitneyTidmarsh Bouck, General Manager, Box Enterprise at Box  “Fujitsu chose the AIIM “The AIIM ECM training course ECM Training Program to provides an extremely comprehensive empower our partners platform related to the enterprise with the tools and content management industry and the strategies to help technologies that support and drive it. companies world-wide The materials are thorough, up-to- achieve successful ECM date and well presented. I would implementations.” recommend the course to both Pamela Doyle, Director, vendors and customers of ECM Fujitsu Imaging solutions.” John Opdycke, Former VP Products Group of Marketing, Hyland Software
  11. 11. Course Feedback • “AIIM’s training programs are essential to anyone in Information Management. Without up to date training, systems and programs are set up — but may be at risk, in the long run, if developed by the under trained. The Information Management Industry as a whole is developing at the speed of light, so even someone like myself (a 23 year veteran) needs to refresh their training and stay on top of technology and advancement in trends to understand how to apply it. AIIM’s training programs provide this education.” TK Train, CRM, ECMp, MBA, Document Control Manager,Gambro• “Enterprise records management or content management projects are comprised of cross functional teams with various backgrounds and specialties. It is important to the success of such projects that interdisciplinary teams develop a common lexicon and understanding of key concepts as fast as possible to enable collaboration. AIIMs educational curricula serve this need quickly and excellently”, Jayne Bellyk, RIM Program Manager, Chevron Phillips Chemical Company LP
  12. 12. • 8 different training courses • Available on- demand 24-7 • 25,000+ course attendees • Become an AIIM Practitioner, Specialist, or MasterVisit www.aiim.org/training
  13. 13. Thank You Connect askjekkeland@aiim.org @skjekkelandPicture courtesy of Oscar Berg, Tieto