[EN] "ECM, EIM, Content Services, IIM – what‘s next?" | Dr. Ulrich Kampffmeyer | DCX Expo18 | Berlin

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ternehmensberatung Dr. Ulrich Kampffmeyer GmbH
CONSULT 2017
PROJECT CONSULT
Unternehmensberatung Dr. Ulrich Kampffmeyer GmbH
www.PROJECT-CONSULT.com
© PROJECT CONSULT 2017
Postfach 20 25 55
20218 Hamburg
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© PROJECT CONSULT Unternehmensberatung Dr. Ulrich Kampffmeyer GmbH 2011 / Autorenrecht: <Vorname Nachname> Aug-19 / Quelle: PROJECT CONSULT 1
ECM, EIM, Content Services, IIM –
what‘s next?
Dr. Ulrich Kampffmeyer
Berlin, October 10th, 2018
DCX EXPO

meyer
T Unternehmensberatung Dr. Ulrich Kampffmeyer GmbH
JECT CONSULT 2017
Dr. Ulrich Kampffmeyer 3
„ECM, EIM, Content Services, IIM – what‘s next? “ DCX EXPO 2018
Agenda
1. Introduction: ECM – State of the art
2. ECM is dead
3. Enterprise Information Management,
Intelligent Information Management,
Information Governance,
Content Services and other messages
4. Ten trends - changing the direction of
Information Management

4Dr. Ulrich Kampffmeyer„ECM, EIM, Content Services, IIM – what‘s next? “ DCX EXPO 2018
ECM – STATE OF THE ART
ECM, EIM, Content Services, IIM – what‘s next?

Dr. Ulrich Kampffmeyer 5„ECM, EIM, Content Services, IIM – what‘s next? “ DCX EXPO 2018
In the past, everything was about
documents.
Then about (enterprise) content.
Now it’s just digital information.
Documents, content, information

The term & definition of ECM originate
from 2000.
A comparatively long period in the
fast-moving ICT.
Enterprise Content Management

Enterprise Content Management (ECM)
is the strategies, methods and tools used to
capture, manage, store, preserve, and deliver
content and documents
related to organizational processes.
AIIM international 2003
Definition of ECM Enterprise Content Management

ECM tools and strategies allow the
management of an organization's
unstructured information,
wherever that Information exists.

wherever that information exists.

CAPTURE
PRESERVE
DELIVERSTORESTORE WCM
RM
WF/
BPM
DM
Collab
MANAGE
PROJECT CONSULT 2003
The ECM Component Model

CAPTURE
PRESERVE
DELIVERSTORESTORE WCM
RM
WF/
BPM
DM
Collab
MANAGE
Document Management
Collaboration
Web Content
Management
Output
Management
Archiving
Input
Management
Information
Lifecycle
Management
Records
Management
Workflow
Presentation
Database
Access Management
Email Management
Social
Case
Management
Business
Process
Management
Web 2.0
Access
The ECM Component Model

wherever that information exists.

Vision of ECM Enterprise Content Management
The original scope of ECM
Unstructured
Content
Unstructured
Content
DataDataBusiness
Processes
Business
Processes
STORE
MANAGE
DELIVER
PRESERVE
CAPTURE
STORE
MANAGE
DELIVER
PRESERVE
CAPTURE
STORE
MANAGE
DELIVER
PRESERVE
CAPTURE
AIIM International, 2003

The conjunction of unstructured content
with structured data and processes!
Unstructured
Content
Unstructured
Content
DataDataBusiness
Processes
Business
Processes
STORE
MANAGE
DELIVER
PRESERVE
CAPTURE
STORE
MANAGE
DELIVER
PRESERVE
CAPTURE
STORE
MANAGE
DELIVER
PRESERVE
CAPTURE

The original scope of ECM
Unstructured
Content
Unstructured
Content
DataDataBusiness
Processes
Business
Processes
STORE
MANAGE
DELIVER
PRESERVE
CAPTURE
STORE
MANAGE
DELIVER
PRESERVE
CAPTURE
STORE
MANAGE
DELIVER
PRESERVE
CAPTURE

Some general problems of ECM:
• What does “enterprise” mean?
• Focus on “unstructured only”.
• BPM, WCM, collaboration regarded themselves as
disciplines of their own.
• Often seen as capture + archiving + output management
only.
• Fast technology change with SMAC: social, mobile,
analytics, and cloud.
• Overrun by new technologies like Artificial Intelligence,
Blockchain, IoT and others.
• Regarded as outdated, unflexible “inhouse” solutions.
Enterprise Content Management development

is the strategies, methods and tools
used to
capture, evaluate, manage, store,
preserve, and deliver content and
documents Data and information
management of an organization’s
unstructured information, wherever that
information exists.
Information
Data
knowledge
Let’s try to work on the definition 
I
I I
solutions

ECM IS DEAD

PROJECT CONSULT Unternehmensberatung Dr. Ulrich Kampffmeyer GmbH
Hamburg
© Copyright PROJECT CONSULT 2017
19
Dr. Ulrich Kampffmeyer„ECM, EIM, Content Services, IIM – what‘s next? “ DCX EXPO 2018
ECM is dead!

Hamburg
20
ECM is dead!

Hamburg
21
ECM is dead!
Gartner were not the first to declare the death
of ECM Enterprise Content Management …
Since 2015 (and earlier) the term has been in
discussion and lots of „derivates“ and
amendments appeared in the industry.
But the Gartner statement in 2017 generated
some kind of a shock to the ECM industry and
ECM community.

HOW TO FIND A NEW
UMBRELLA TERM FOR THE
ECM INDUSTRY?

AIIM, January 2017
Content Services –
Your 2017 Survival Guide
A new Umbrella Term for the Industry?

AIIM, March 2017
Systems of Understanding
as new Paradigm

John Mancini, AIIM, May 2017
“ECM Land” &
“Digital Workplace Land”

AIIM, June 2017
“The next Wave –
Moving from ECM to Intelligent Information
Management”
IIM Roadmap
Create -> Capture -> Automate -> Deliver -> Preserve -> Analyze
This saves the acronym AIIM ;)
Association for Intelligent Information
Management
Intelligent Information Management

John Mancini, AIIM, June 2017
ECM - Reports of My Death Are
Greatly Exaggerated
ECM is not dead!

John Mancini, AIIM, June 2017

INTELLIGENT INFORMATION
MANAGEMENT

Wikipedia
IIM Intelligent Information Management

Definition of Intelligent in ‘‘IIM‘‘
"intelligent means that the business need information
management tools that are
1) easy to use,
2) usable without a lot of IT involvement; and
3) easy to integrate in their day-to-day processes."
John Mancini 2017

A new view of Intelligent Information Management
"Intelligent Information Management
• Understanding and anticipating internal and external customer
expectations
• Digitalizing the core infrastructure
• Rationalizing and modernizing the information infrastructure
• Automating compliance and governance
• Levaraging analytics and machine learning.„
As a definition this is not enough. This is not yet the banner under
which the industry can gather again.
Atle Skjekkeland 2017

AIIM, Whitepaper, February 2018
Is ECM Really Dead?
We Think It's a Bit More Complicated
From ECM to IIM

AIIM, Whitepaper, June 2018
Putting more “Intelligence” into
Intelligent Information Management
What is “Intelligence”?

Defining Intelligent Information Management?
Search on AIIM‘s homepage:
September 2018

Defining Intelligent Information Management
"IIM Intelligent Information Management is the strategies,
methods, and tools used to create, capture, automate,
manage, evaluate, analyze, use, deliver, secure, govern, and
preserve information related to organizational processes,
wherever that information exists.“
Just two steps ahead from ECM Enterprise Content
Management
or
one step forward from EIM Enterprise Information
Management?

There is a direct path from ECM Enterprise Content Management to
EIM
Enterprise
Information
Management

A self-fulfilling prophecy!
Unstructured
Content
Unstructured
Content
DataDataBusiness
Processes
Business
Processes
STORE
MANAGE
DELIVER
PRESERVE
CAPTURE
STORE
MANAGE
DELIVER
PRESERVE
CAPTURE
STORE
MANAGE
DELIVER
PRESERVE
CAPTURE
The Path from ECM to EIM

Joint CI & NCI with processes and
business applications is …
Unstructured
Content
Unstructured
Content
DataDataBusiness
Processes
Business
Processes
STORE
MANAGE
DELIVER
PRESERVE
CAPTURE
STORE
MANAGE
DELIVER
PRESERVE
CAPTURE
STORE
MANAGE
DELIVER
PRESERVE
CAPTURE

Unstructured
Content
Unstructured
Content
DataDataBusiness
Processes
Business
Processes
STORE
MANAGE
DELIVER
PRESERVE
CAPTURE
STORE
MANAGE
DELIVER
PRESERVE
CAPTURE
STORE
MANAGE
DELIVER
PRESERVE
CAPTURE
Enterprise Information Management
EIM

CAPTURE
PRESERVE
DELIVERSTORE
MANAGE
STORE WCM
RM
WF/
BPM
DM
Collab
ECM
Enriched with functionality
for the management, exploitation
and use of information
EIM
ECM is still the heart of EIM Enterprise Information Management
ECM

Two aspects:
• ECM contributes necessary
infrastructure to EIM and other
software components
• EIM components and functionality
enhance traditional ECM
EIM Enterprise Information Management

Enterprise
Search
Social
Business
Multi-
Channel
Publishing
Multi-
Devices
Mobile
Cloud,
SaaS &
Ubiquitous
Automation
Auto-
Classification
Analytics
(BigData, BI)
Web 2.0
Enterprise 2.0
CAPTURE
PRESERVE
DELIVERSTORE
MANAGE
STORE WCM
RM
WF/
BPM
DM
Collab
ECM
EIM Enterprise Information Management Framework

Enterprise
Search
Social
Business
Multi-
Channel
Publishing
Multi-
Devices
Mobile
Cloud,
SaaS &
Ubiquitous
Automation
Auto-
Classification
Analytics
(BigData, BI)
Web 2.0
Enterprise 2.0
CAPTURE
PRESERVE
DELIVERSTORE
MANAGE
STORE WCM
RM
WF/
BPM
DM
Collab
ECM
From 2.0 to
Social & Digital Business

Enterprise
Search
Social
Business
Multi-
Channel
Publishing
Multi-
Devices
Mobile
Cloud,
SaaS &
Ubiquitous
Automation
Auto-
Classification
Analytics
(BigData, BI)
Web 2.0
Enterprise 2.0
CAPTURE
PRESERVE
DELIVERSTORE
MANAGE
STORE WCM
RM
WF/
BPM
DM
Collab
ECM
Mobile
changes the game

Enterprise
Search
Social
Business
Multi-
Channel
Publishing
Multi-
Devices
Mobile
Cloud,
SaaS &
Ubiquitous
Automation
Auto-
Classification
Analytics
(BigData, BI)
Web 2.0
Enterprise 2.0
CAPTURE
PRESERVE
DELIVERSTORE
MANAGE
STORE WCM
RM
WF/
BPM
DM
Collab
ECM
Cloud is here
to stay

Enterprise
Search
Social
Business
Multi-
Channel
Publishing
Multi-
Devices
Mobile
Cloud,
SaaS &
Ubiquitous
Automation
Auto-
Classification
Analytics
(BigData, BI)
Web 2.0
Enterprise 2.0
CAPTURE
PRESERVE
DELIVERSTORE
MANAGE
STORE WCM
RM
WF/
BPM
DM
Collab
ECM
Automation
is a key driver

Enterprise
Search
Social
Business
Multi-
Channel
Publishing
Multi-
Devices
Mobile
Cloud,
SaaS &
Ubiquitous
Automation
Auto-
Classification
Analytics
(BigData, BI)
Web 2.0
Enterprise 2.0
CAPTURE
PRESERVE
DELIVERSTORE
MANAGE
STORE WCM
RM
WF/
BPM
DM
Collab
ECM
Finding
everything?
Really?

Enterprise
Search
Social
Business
Multi-
Channel
Publishing
Multi-
Devices
Mobile
Cloud,
SaaS &
Ubiquitous
Automation
Auto-
Classification
Analytics
(BigData, BI)
Web 2.0
Enterprise 2.0
CAPTURE
PRESERVE
DELIVERSTORE
MANAGE
STORE WCM
RM
WF/
BPM
DM
Collab
ECM
Analytics
pave the way
for AI

From framework
to ecosystem
The next step for EIM

Information
Gover-
nance
Natural
Language Omni
Channel
Communi-
cation
Universal
Access
Security
&
Safety
STORE
Knowledge
Manage-
ment Semantics
Identity
Manage-
ment
EIM Enterprise Information Management Ecosystem

Information
Gover-
nance
Natural
Language Omni
Channel
Communi-
cation
Universal
Access
Security
&
Safety
STORE
Knowledge
Manage-
ment Semantics
Identity
Manage-
ment
From Multi-Channel
to Omni-Channel

Information
Gover-
nance
Natural
Language Omni
Channel
Communi-
cation
Universal
Access
Security
&
Safety
STORE
Knowledge
Manage-
ment Semantics
Identity
Manage-
ment
every
information
anywhere

Information
Gover-
nance
Natural
Language Omni
Channel
Communi-
cation
Universal
Access
Security
&
Safety
STORE
Knowledge
Manage-
ment Semantics
Identity
Manage-
ment
NLP, Auto-Classification, …
… Semantics and
Knowledge Management
are the foundation of
Artificial Intelligence (AI)

Information
Gover-
nance
Natural
Language Omni
Channel
Communi-
cation
Universal
Access
Security
&
Safety
STORE
Knowledge
Manage-
ment Semantics
Identity
Manage-
ment
Four big
challenges:
Information
Governance,
Security,
Safety
and …
… Identity
Management

Globalization, web and social
business are stretching and tearing at
the boundaries of the Enterprise.
Customers, partners, providers,
press, government and the public are
already part of the framework of
digital business.
The “E” for “Enterprise” can go.
“Information Management”
is sufficient.
Do we still need the word “Enterprise” in the new term?

INFORMATION GOVERNANCE

Information Coalition 2017
Information Governance Definitions

Gartner

Gartner
Logan, D. (2010) | Kooper, M., Maes, R., and Roos
Lindgreen, E. (2011) | en.Wikipedia.org

IGRM Information Governance Reference Model

IG Information Governance 2016

Also AIIM international deals with the topic Information
Governance with a Whitepaper on:
“Governance and Compliance in 2017:
A Real World View”
1. The business case for a governance and
compliance framework for security, privacy, and
protection;
2. Automating governance and compliance
components (metadata, security, etc.);
3. Identifying the locations of greatest risk for
breaches – internally and across the firewall
collection, retention, management, and
defensible destruction of information;
4. A look ahead at the next five years to understand
where businesses are focusing their efforts and
funding.
AIIM on Governance & Compliance

CONTENT SERVICES

Content Services
• BCS Business Content Services
• TCS Transactional Content Services
Forrester 2016 (!)

Forrester Wave
Business Content Services
Forrester BCS 2017
Forrester Wave
Business Collaboratio
Services,
July 2017

Content Services
• CSP Content Services Platforms
• CSA Content Services Applications
• CSC Content Services Components
Gartner 2017
Gartner Content Services 2017

Content Services Platforms
Infrastructure that is not just the repository, but a number
of ways to store, manage, save, analyse, dispose and
publish content. There are vendors that offer them.
Content Services Applications
Build on top of the repositories, sometimes with their own
repository, but focused either horizontally on a single
function (records management) or vertically on a particular
industry (life sciences) CSAs offer a particular and unique
view on the multiple underlying repositories
Content Services Components
Individual components that add things like real-time
translation, entity extraction or classification to the mix.
Gartner 2017

Content Services
Gartner 2017

Gartner Magic Quadrant
Content Services Platforms (CSP)
Gartner
Magic Quadrant for
Content Services Platforms
October 2017

Gartner Magic Quadrant
Content Collaboration Platforms (CCP)
Gartner
Magic Quadrant for
Content Collaboration
Platforms
June 2018
Gartner Collaboration Platforms 2018

Content Services as a term and a classification for
the industry makes no sense:
• ECM contains strategies, methods and technologies, and always
did. Content Services pursue only the objective of technologies.
• ECM had underlined its claim to be seen as important and
market-relevant with its acronym as ERP, PLM, CRM, HR etc.
Content Services remain only as infrastructure components.
• Many vendors have already enhanced ECM towards ECMplus,
extended ECM, iECM, etc.
• Content Services step back to only a few components, not the
overall ECM view.
• ECM at least includes the word “management”. Content Services
only stand for “services” and the term is already taken by the
service industry for the creation of content.
• ECM has always aspired to serve as middleware and services for
content delivery. Content Services reduce this even more and
involve inconsistent definitions ( “services” on the one hand ,
“applications” on the other ).
• ECM had a vision that vendors and users shared for more than 18
years. Content services has no vision and is seen as an also-ran.
Content Services

10 TRENDS FOR INFORMATIOIN
MANAGEMENT 2018

Artificial Intelligence
[1] AI Artificial Intelligence
• THE all-dominant topic of technology in 2018
• The discussion about the social impact and ethics gains
momentum
• Artificial Intelligence in nearly all software systems
• Crucial breakthrough: machine learning, self-learning
systems
• Drivers are: consumerization, industry 4.0, automotive,
robotik, nanotechnology and analytics
Relevance for Information Management:
• Basis for automatic classification at capture and
access
• Evaluation and prescreening of information
• Process engineering
• System control and self configuration

[2] GDPR & Data Privacy
• General Data Protection Regulation (GDPR) EU Regulation
679/2016 –
THE all-dominant topic in 2018
• Implementation was due until May 25, 2018
• Particularly in Germany (DSGVO) „burdened“ with high data
protection and data security requirements
• An internationally relevant topic, also outside of EU – f.e.
USA
• Companies lag behind when it comes to "gaining an
overview": the differences to the (former German Law on
Data Privacy and Data Protection) BDSG were
underestimated.
• Information Governance
• Information map as basis for information evaluation
• Protection of individual-related data
• Basis infrastructure for deserving protection of
informations in general
GDPR & Data Privacy

Digital Transformation
[3] Digital Transformation
• Digitalization is slowly ebbing away as a hype term
• Continous change instead of disruption
• Conversion to digital communication and information
processing as constant change
• Information Management is the basis for digital
transformation
• Information Management Systems make all
necessary informations available in due quality and
independant of place, time and original use
• Digitalisation without Information Management is
impossible
… re-use
ECM for
Enterprise
CHANGE
Management

Automation
[4] Automation
• The automation of processes reaches into the office
world.
• This applies to both written processes through the
automation of workflows as well as language-bound
processes through bots and agents
• Automation should not only save expensive and error-
prone human work but also achieve results faster and
with higher quality.
• DMS, ECM, EIM – name it as you want, it serves
automation purposes
• New automation procedures, such as self-learning
systems, improve classic solutions as capture,
indexing, mailbox routing, BPM, rule based decisions,
and others
• „Workflow destroys workplaces“

Blockchain
[5] Blockchain
• Data-oriented, not document-oriented
• It is disputed whether Blockchain is also suitable for
audit-proof archiving, records management and records
with personal data
• No deletion with standard public blockchain processes;
controlled and traceable replacement, deletion and
modification with specially adapted in-house processes
• Transparent, traceable and unchangeable storage of
data
• Alternative to conventional archiving methods

Cloud
[6] Cloud
• „Cloud is here and does not go away anymore “
• “Cloud” can be divided into different "public“, ”hybrid” and
"in-house" cloud offerings
• Depending on company size, IaaS (Infrastructure as a
Service), PaaS (Platform as a Service) and SaaS (Software as
a Service) are suitable in different ways
• In medium-sized businesses, costs and availability are lower
than traditional in-house costs.
• Standard software vendors (Microsoft, SAP, IBM, Oracle,
others...) „drive“ their customers into their cloud
• Nearly all "ECM"-providers are represented meanwhile also in
the cloud with solutions
• Standard cloud solution providers also now offer ECM
functionality separately or integrated into other products (also
for Office365).
• The storage of commercial documents in accordance with
legal regulations is permitted in most cloud offerings.

Mobile
[7] Mobile
• Mobile has other use models by the "wipe"-
technologies and small screens as so far for ECM and
document management necessary
• Software must be easy and intuitive to use without
training
• Mobile devices pose a security risk to transmission,
caching and system access for documents
• Mobile use is a standard feature for ECM solutions. In
addition to online/offline use on notebooks, online use
on telephones and tablets and other mobile devices
(glasses, multifunction, etc.) is also required.
• "Decomposition" of documents and folders necessary
for mobile presentation

eIDAS
[8] eIDAS
• eIDAS EU directive 910/2014 “electronic Identification,
Authentication and Trust Services”
• Europe-wide standardization of trust services such as
electronic signatures, time-stamps, qualified seals, and
secure messaging.
• Europe-wide mutual acceptance of eID electronic
identities
• Uniform rules and quality standards for trust centers
• New types of signatures like mobile signatures, remote
signature and others
• Easy, server-based use for the signing of audit trails
and documents with time-stamps and seals
• Use of qualified time-stamps or seals for blockchain
solutions

Electronic Invoicing
[9] Electronic Invoicing
• Electronic invoices concern incoming and outgoing
• It is not the invoice format that is relevant, but the
processes before dispatch and after receipt
• Service providers who offer formatting and transport
benefit from the current uncertainties as to which format
is future-proof.
• Electronic invoices must be stored in the original format
according to the legal requirements and retention
periods according to HGB, AO and GoBD (Germany).
• The generation as well as receipt and processing are the
subject of the procedural documentation according to
GOBD (taxation rules in Germany).

Services …
[10] Services
• Services, unlike in the tedious attempts of the SOA Service
Oriented Architecture of the past, become the dominant
information architecture approach as individual modules on
any device - whether in the cloud or on premise.
• Services, conceptually doubly occupied - here in the sense of
software, system services - must replace thereby
increasingly omitting conventional business and work
activities
• "Content Services" is the expression of the adaptation of the
service idea instead of the previous "management"
approaches in DM, ECM, DAM, RM, EIM etc…
• It is gladly forgotten that services on a middleware in the
underground of the systems and a "federated Repository"-
approach were always a component of the ECM vision of 2000
• Micro-Services and Services are the basis for integration and
enabling of all enterprise software applications

r
ternehmensberatung Dr. Ulrich Kampffmeyer GmbH
CONSULT 2017
PROJECT CONSULT
Unternehmensberatung Dr. Ulrich Kampffmeyer GmbH
© PROJECT CONSULT 2017
Postfach 20 25 55
20218 Hamburg
84
it's been a pleasure
speaking to You!
Ulrich Kampffmeyer
E-Mail: Kff@PROJECT-CONSULT.com
Presentation, more information...
The use of the presentation and its contents is only permitted for private use.

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T Unternehmensberatung Dr. Ulrich Kampffmeyer GmbH
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Dr. Ulrich Kampffmeyer 85
„ECM, EIM, Content Services, IIM – what‘s next? “ DCX EXPO 2018
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