AIIM White Papers

Jun 03, 2015

When it comes to choosing a new or consolidated ECM system, there are many factors to consider, but how well it integrates with the core business ERP suite is a vital element. Seamless access between ERP and ECM will ensure that IG policies are applied consistently across the organization, and offer efficient, organized access to the full scope of data that drives the business forward. 

In this report, we will look at the issues that arise from uncoupled or loosely coupled ECM and ERP systems, the potential benefits of closely coupled systems, and the factors to take into account when considering content integration between core business systems, and across the enterprise

May 27, 2015

Today’s customers, especially those categorized as millennial, are on the move with expectations that all financial transactions be conducted anytime, from any location, using any device. Financial institutions must rise to meet these client demands. In other words, mobility is a must, flexibility to meet client demands is required, and the ability to work remotely, as if being in an office environment, is compulsory.

May 27, 2015

There is no time for delay due to operational inefficiencies and disruptions. Employees should be able to comfortably focus on their institution’s core competencies, perform collaborative interactions with both internal parties in all departments and external parties like partners, suppliers, and customers. Ideally, this would be done using a simple interface and without having to worry about the underlying infrastructure - all the while, maintaining regulatory compliance. This is an opportunity to outsource ECM.


May 20, 2015

Content curation can be carried out by a curator or by multiple curators in the case of large collections, in either manual or automated processes.  In both cases, the difference today is in the advancements in how the collection method itself is done – automated rather than manual, and in the form these collections take – digital rather than physical.

In this report, we look at how applying the lens of curation to information can provide tremendous value in a number of use cases.

May 07, 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.


Apr 09, 2015

Setting up a simple-to-use yet robust and compliant ECM environment is paramount if organizations expect their employees to embrace the system and maximize the benefits that can be achieved with it. User adoption is essential to ensure business needs are met, compliance is maintained, and information management practices are carried out consistently across the department and enterprise.


Apr 01, 2015

Deadlines are looming for all U.S. Federal Agencies to implement and demonstrate their compliance with the 2012 Directive (M-12-18) from OMB/NARA, mandating electronic record keeping by 2019. As concluded by NARA, “Even with the use of records management applications which can automate or centralize most records management tasks, the tasks of capture and categorization often remain the responsibility of the end user.

This is where the greatest benefits are gained through automating capture early on in the process, using categorization/classification technology to properly store the records, and apply the appropriate metadata.

Mar 25, 2015

Document Process Outsourcing (DPO) has been a feature of the business landscape for nearly three decades. Initially confined to scanning operations dedicated to digitizing historical records, the field now encompasses a wide range of services potentially covering every process from capturing inbound documents, forms and invoices (electronic or paper) to outbound print and multi-channel communications, with varying degrees of process involvement in between.

In this report, we have surveyed users and non-users of outsource services, charting their drivers against the competence/cost/convenience matrix, and explore how their own policies for staffing profiles, operational risk, and regulatory compliance affect their evaluation and choice of DPO services.

Mar 24, 2015

Demand for flexible and secure collaborative workplaces that extend beyond enterprise walls is increasingly on the rise. Mobile workers, partners, and suppliers working together must have access to vital project centric documents. These same documents are and should always be considered corporate assets. and not the property of the individual, meaning they are not yours and not mine, but as a corporation, they are ours. As such, they need to be managed in a manner that protects them, allows them to be shared, and maintains them throughout their lifecycles..

These are a few of the questions being asked by many organizations and business leaders in relation to their current and future ECM initiatives. This report will take the reader on a journey that addresses some of these questions and offers some insights and recommendations on how to move forward.

Mar 12, 2015

The forecast for 2020: ECM as we know it will be gone.

Content will be everywhere and in everything, but Content Management will be increasingly invisible. We pose these conclusions about the Content Management landscape in 2020 as we look back at content’s evolution. Specifically:

  • The challenge of managing the intersection of people, processes, and information is not a new one.
  • There have been five eras of managing the people/process/information intersection.
  • We are now transitioning to a sixth era in managing this intersection.
  • Organizations are hungry for best practices amidst the chaos of the emerging sixth era.
  • A new industry label is needed.