AIIM White Papers

Jan 08, 2015
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To apply Information Governence policies to content you need to know what type of content it is and what it relates to, and you need to classify it against your agreed classification scheme. To have value to the business the content needs to be tagged so that it can be found – and it needs to be the only copy, not a duplicate copy or a superseded one. If a piece of content can be deemed as having no value to the business then it needs to be disposed of, not maintained under the IG regime.  All of these good things – security, retention, access, findability – flow from accurate metadata.

Based on a survey, we look at how well data clean-up products work for automated application or correction of metadata within existing repositories against a set of policy-applied rules, and within a classification scheme set by the IG policy.


Dec 18, 2014
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Outlook is where we live, so that’s where we want our content to live. It’s much simpler to use than SharePoint, but we do want our content to be backed up to SharePoint for safe-keeping. Filing important emails and their attachments is tedious but necessary, so we need the simplest of ways to drag and drop them into SharePoint file folders or case folders, but it would also be useful if the computer took a look at them and suggested where the best place to file them might be.

In this paper, we look at how add-on products can greatly enhance the use of Outlook as a client for SharePoint (on-prem and mobile), encouraging the use of ECM, especially if a degree of auto-classification is included.


Dec 08, 2014
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Over the past few years the Acme Consolidated Insurance Company (Acme) has moved from a paper-based claim processing system to one that today is virtually paper free.

This report discusses a typical case of a driver who has been involved in a car accident. The case walks through the insurance claim the driver makes, showing how, with the help of scanning equipment, the case can be managed in an efficient and timely way.


Dec 01, 2014
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Too many ECM implementations fail to meet their full potential, and as a result, the full value of the stored content is not made available to the business.

In this report, we look at four aspects of ECM that go beyond the basics and round out the true business potential: capture, case management, information governance and mobile access. For each one we outline the business case and suggest how to focus specific attention on each project.


Oct 16, 2014
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The extent of mobile device use is ever increasing. Today, users want to create and upload new documents, capture and upload images, interact with workflows, and apply signatures using their mobile devices. All of which ties back to an extended collaborative workplace where mobile workers have full access to content, and interactions are not limited to a bricks and mortar setting, or tethered by a client PC. Mobile workers want and need the same capabilities as their counterparts located in a physical office.

In this paper, we present some approaches to meeting the demands of a mobile workforce.


Oct 16, 2014
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Businesses need to act swiftly in order to maintain a competitive advantage, but swift action without proper planning results in unnecessary delays, potential compliance risks, and increased costs. As much as 40% of an ECM implementation’s costs could be the result of rework due to poor planning and requirements gathering.

In this paper, we present various options and approaches to services relative to ECM implementations.  


Oct 15, 2014
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In a truly all-digital world, there would be no need for printers – or scanners or document couriers. This is already the reality for leading companies, but for most companies, forms, contracts, agreements, and sign-offs are still stuck in the last century: wet ink on paper from dead trees.

In this report, we look at the drivers for electronic signing, the general understanding of the different technologies, the issues that might be preventing adoption, and the ROI that is being achieved by users.


Oct 14, 2014
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These days almost all documents, drawings and case files are created digitally, but we still live in a mixed world of paper and digital, particularly where records are kept for a long time – often because the building, plant, patient or client has a lifetime over many decades. But do they still need to be stored on paper?

Converting paper-based archives to digital, hosted on a cloud server, managed by a specialist services provider, and available to whoever has the right to see them, can provide the long-term solution for architects, constructors, facilities managers, building owners and plant operators.


Aug 24, 2014
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While there are many types of law practiced within the transactional and litigation segments, they are all document intensive, using different workflows to move documents through the organization and through the case management process.

In this paper we will focus on a legal claim brought by the driver of a vehicle involved in an accident.  We will look at the use of scanning technology in this case, and how it can be used at many points in the process.


Aug 20, 2014
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Content applications are now just as critical to business as transactional applications, with huge disruption costs if they fail, and widespread reduction in productivity if they slow down. Yet most organizations do not have formal processes in place to monitor, manage and report on the health of their ECM, SharePoint and capture applications.

For this report, we surveyed users to find out what the actual or potential impact of downtime is on their business, what service agreements they have in place, and what ECM-specific monitoring tools they use.