AIIM White Papers

Oct 07, 2015
Managing and improving customer experience has become the holy grail of business across a wide spectrum of financial services, utilities, retail, healthcare and government. Managing multiple inbound channels and subsequent customer workflows for responsiveness, consistency, and compliance presents a challenge, requiring strong procedural adherence, while also providing a degree of personal attention to individual customer’s needs.

In this survey report, we look at the drivers and issues for multi-channel inbound, and the benefits reported by those using content capture across multiple content types to drive intelligent or self-learning inbound handling.  

Oct 05, 2015
Automated AP (Accounts Payable) – or invoice capture - has reached a near 50% adoption across all organizations. The break-even point has moved progressively downwards over the past few years, as equipment and software has become cheaper. However, there is still a threshold of invoice volumes, below which it becomes a less attractive investment for many small and mid-sized businesses. 

The cloud changes all that. Broadband connection speeds, SaaS simplicity, and the  acceptance that core accounting systems are safe to run as cloud applications have come together to make automated AP a viable option at much lower volumes.

In this report, we look at the drivers and adoption for AP systems, the ROI being achieved, and the implications of cloud or SaaS solutions.

Oct 05, 2015

DPOs (Document Process Outsourcers) are under constant pressure to reduce costs and increase service levels. Providing more value is the only way to avoid a race-to-the-bottom on price, and taking on more of the process steps is a good way to do this.

In this report, we will look at the issues DPOs have, the challenge of providing added value for their clients, and the replacement cycle for their tools and systems. We will consider how more modern, multi-tenanted systems, based on cloud-like design principles, would allow them to set up new contracts much more quickly and flexibly, helping clients smooth out process glitches, and decreasing time-to-profit.

Sep 23, 2015

In June of 2015, AIIM gathered its North American and European Leadership Councils for two summits on Collaboration in the Workplace.  Their exploration of the topic, findings, and projections have been recorded in this latest leadership report.  

Sep 17, 2015

The information management landscape is changing at an exponential rate, putting new demands on how we are required to manage all of our information across the enterprise, and beyond. NextGen InfoPros must be aware of and anticipate these changes along with the impact they will have across the organization. This requires a specialized set of operational skills alongside acquired knowledge of the current and evolving technology sets.

In this report, we look at the expectations organizations have of their information professionals, how respondents see themselves, and the steps they can take to gain the requisite skill sets to remain relevant.

Aug 04, 2015

As information professionals involved in the eDiscovery process, you are required to work with legal counsel and produce electronic information for use in civil litigation. So where do you begin your search and where do you look to find it all? What process is in place and what steps will you take to ensure you have found everything?

 In this paper we present the various elements related to litigation discovery and preservation, supplemented with AIIM Research data, taking the reader on a journey depicting the importance and benefits of using the cloud.

Jul 16, 2015

In this age of digital disruption – sometimes referred to as the consumerization of IT - mobile devices and cloud application use are permeating the corporate workplace by way of employees, partners and customers. Whether housed in file shares, CRM and ERP systems, or even SharePoint, content that is inaccessible, impedes the organization from engaging, sharing, and using content internally and externally.

In this paper we present the challenges related to the use of shared network drives and recommendations on how to move toward a solid ECM environment that supports an interactive, collaborative, and mobile workforce.

Jul 13, 2015

Extending our reach to capture physical information beyond paper, are mobile devices fully equipped with cameras capable of single shot photography, video with audio, and yes, even capturing paper when applicable – and, of course, capturing signatures. We can capture anything from anywhere at anytime, and upload it to applications that are managed in-house or in the cloud.

In this paper, we present the use of capture and workflow functionality in support of collaboration, process management, and information governance leveraging capture capabilities at the leading edge of a process.

Jul 01, 2015

The failure of traditional end-point security to protect valuable documents and content is well known. But suppose that instead of building protective walls around places where sensitive documents are held, we embed security into the document itself? Suppose the document knows who is allowed to read it, print it, copy it and share it? Suppose we could track where the document is being opened, respond individually to requests to open it, and revoke rights at any time in the future?.

In this report, we look at information rights management (IRM) and how it works to protect content in motion and as well as at rest.


Jun 25, 2015

Managing and monitoring document-centric business processes presents a unique challenge. At different stages in the lifecycle of the business process, the supporting documents are under the control of different technologies, at various stages of completion, and have probably been managed by numerous staff. As a result, there is no central point of control that can be used to understand the overall progress of the business process or the current state of the supporting documents.

In this report we look at potential benefits of Document Process Intelligence - the ability to monitor document-centric business processes even when no BPM is available - the issues users consider a priority, and the benefits they have achieved. The report provides recommendations on how to evaluate and proceed in evaluating and selecting document process intelligence solutions.