AIIM White Papers

Aug 04, 2015
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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
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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
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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
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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
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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.

Jun 03, 2015
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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
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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
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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
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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 01, 2015
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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.