Building an Effective Strategy for Content Integration and Migration
-
Upload
khangminh22 -
Category
Documents
-
view
1 -
download
0
Transcript of Building an Effective Strategy for Content Integration and Migration
Delivering the priorities and opinions of AIIMrsquos 155000 community
Industry Watch
In Partnership with
Modernizing the Information Toolkit ndash
Building an Effective Strategy for Content Integration and Migration
copy AIIM 2019 wwwaiimorg 2pageAIIM Industry Watch
Helix International7150 Camino Del Rey Dr NE Rockford Michigan 49341 United States q (616) 633-8174 E spoonerhelix-intcom H wwwhelix-intcom
Systemware Inc15301 Dallas Parkway Suite 1100Addison TX 75001United Statesq (972) 239-0200H wwwsystemwarecom
ABOUT THE RESEARCH
As the non-profit association dedicated to nurturing growing and supporting the information management community AIIM is proud to provide this research at no charge to our members In this way the entire community can leverage the education thought leadership and direction provided by our work We would like these research findings to be as widely distributed as possible Feel free to use individual elements of this research in presentations and publications with the attribution mdash ldquocopy AIIM 2019 wwwaiimorgrdquo Permission is not given for other aggregators to host this report on their own website Rather than redistribute a copy of this report to your colleagues or clients we would prefer that you direct them to wwwaiimorgresearch for a download of their own Our ability to deliver such high-quality research is partially made possible by underwriters without whom we would have to use a paid subscription model For that we hope you will join us in thanking our underwriters
AvePoint Inc525 Washington Blvd Suite 1400Jersey City New Jersey 07310United Statesq +1 2017931111E salesavepointcomH wwwavepointcom
OpenText275 Frank Tompa DriveWaterloo OntarioCanada N2L 0A1q +1 800-499-6544H wwwopentextcom
copy AIIM 2019 wwwaiimorg 3 page AIIM Industry Watch
Delivering the priorities and opinions of AIIMrsquos 155000 community
Industry Watch
CONTENTSTABLE OF
ABOUT THE RESEARCH 2PROCESS USED AND SURVEY DEMOGRAPHICS 4ABOUT AIIM 4ABOUT THE AUTHOR 4ABOUT AIIMrsquoS INDUSTRY WATCH RESEARCH 5
ABOUT THIS SURVEY 5
INTRODUCTION 6
UNDERSTANDING THE CONNECTION BETWEEN DIGITAL TRANSFORMATION AND INTELLIGENT INFORMATION MANAGEMENT 7
1 ndash WHAT SPECIFIC BUSINESS PROBLEMS ARE DRIVING INTEREST IN CONTENT MIGRATION AND INTEGRATION 10
2 ndash HOW WELL-UNDERSTOOD ARE THE SOLUTIONS TO SOLVE CORE CONTENT INTEGRATION AND MIGRATION PROBLEMS 12
3 ndash HOW ARE END USER ORGANIZATIONS PRIORITIZING THEIR SPENDING OPTIONS IN ORDER TO MODERNIZE THEIR INFORMATION TOOLKIT 15
10 THINGS YOU NEED TO KNOW ABOUT CONTENT MIGRATION AND INTEGRATION 17
DEVELOPED IN PARTNERSHIP WITH18AvePoint 18Helix International 18OpenText 19Systemware Inc 19
LOOKING FOR YOUR NEXT STEP 20
WHATrsquoS NEXT 21Certified Information Professional (CIP) 21
copy AIIM 2019 wwwaiimorg 4pageAIIM Industry Watch
Here at AIIM we believe that information is your most important asset and we want to teach you the skills to manage it Wersquove felt this way since 1943 back when this community was foundedSure the technology has come a long way since then and the variety of information wersquore managing has changed a lot but one tenet has remained constant mdash wersquove always focused on the intersection of people processes and information We help organizations put information to workAIIM is a non-profit organization that provides independent research training and certification for information professionals Visit us at wwwaiimorg
About AIIM
PROCESS USED AND SURVEY DEMOGRAPHICS
John Mancini
About the author
John Mancini is a Past President of AIIM He is a well-known author and speaker on information management and digital transformation As a frequent keynote speaker John offers his expertise on Digital Transformation and the struggle to overcome Information Chaos He blogs under the title Digital Landfill (httpinfoaiimorgdigital-landfill) has more than 11000 Twitter followers 6000 Linkedin followers and can be found on most social media as jmancini77 He has published more than 25 e-books the most recent beingn GDPR After the Deadlinen Automating Compliance and Governance n How does the Office 365 Revolution Impact Governance and
Process Automationn Enhancing Your RPA Implementation with Intelligent Informationn The State of Intelligent Information Management Getting Ahead of
the Digital Transformation Curve
copy AIIM 2019 wwwaiimorg 5 page AIIM Industry Watch
About AIIMrsquos Industry Watch ResearchOver two years ago AIIM introduced the concept of Intelligent Information Management or IIM and began researching the connections between IIM and Digital Transformation
AIIMrsquos IIM roadmap provides the following key capabilities
n CONTENT SERVICES ndash a flexible and modular approach that utilizes content and information wherever and whenever it is needed independent of the legacy ECM preoccupation of where it is stored
n PROCESS SERVICES ndash process tools that can be delivered with the simplicity of an app but within a framework that allows the business to remain in control and
n ANALYTICS SERVICES ndash automated tools to prepare ALL of its information ndash both structured and unstructured ndash for machine learning
ANALYTICSSERVICES
CONTENTSERVICES
PROCESSSERVICES
INTEL
LIG
ENT
I
NFORMATION MA
NA
GEM
ENT
Metadata and Taxonomy Management
PII Identification and Protection
User Personalization
Data Recognition Extraction and Standardization
Analytics Services
Business Process Management (BPM)
Robotic Process Automation (RPA)
Case Management
Decision Management
Process Services
Content ServicesMulti-Channel Capture
Records Managementand Preservation
Content Migration Integrationand Collaboration
Document Management
The term SERVICES is intentional in this definition because a modern enterprise must be able to link these capabilities together on the fly to respond to a continually changing business environmentOur 2019 Industry Watch research program looks at the impact of the rising tide of information chaos its impact on the effectiveness of Transformation initiatives and the adoption rates of core IIM technology building blocks AIIM Industry Watch reports examine core IIM building blocks as well as the key issues that surround them
The key drivers motivating potential customers Buying intentions and key purchase drivers during the next
12 months Obstacles faced during the acquisition and implementation
process and Business results achieved through IIM technologies
Our focus areas this year (with forecast release dates in parentheses) are
State of Industry ndash Content Services (March) Key Issues ndash Building an Effective Strategy for Content
Migration and Integration (April) Key Issues ndash Empowering the Digital Workplace (May) Key Issues ndash The Role of Intelligent Capture in Battling
Information Chaos (June) State of the Industry ndash Process Services (July) Key Issues ndash Integrating Content into Your RPAIntelligent
Automation Strategy (September) Key Issues ndash Understanding the Office 365 Revolution
(October) State of the Industry ndash Analytics Services (November)
copy AIIM 2019 wwwaiimorg 6pageAIIM Industry Watch
ABOUT THIS SURVEY
Introduction
We value our objectivity and independence as a non-profit industry association The results of the survey and the market commentary made in this report are independent of any bias from the vendor community The survey was taken using a web-based tool in late March 2019 The survey sample was a mix of respondents from the AIIM population (in the AIIM database but not necessarily AIIM members ndash about 40 of the total) and a sample of respondents completely independent of AIIM (about 60) The respondents in the non-AIIM sample were directors managers and other decision makers whose field of expertise was in Technology Implementation Technology Development Hardware (not only IT) Technology Development Software (not only IT) and Executive LeadershipA total of 255 individuals participated in the surveyThe core areas of responsibility for the survey participants were 42 information technologyIT 10 line of business 9 compliance security legal and 27 DM CM RM79 of participants were from organizations with gt 100 employees 38 from organizations with gt 1000 employees Organizations with less than 10 employees were excluded46 of the participants were from outside North AmericaThe largest industry segments represented in the survey were 1) Manufacturing Aerospace Food Processing 2) Finance Banking Insurance 3) High Tech 4) Retail Transportation Real Estate and 5) State and Local Government
Which is the best description of the departmentin which you work
Approximately how many employees arethere in your organization
Which of the following best describes theprimary business of your organization
27
10
42
9 11
RM DMCM
Line ofbusiness
IT ComplianceSecurity Legal
Other
21
4138
10-100 100-1000 over 1000
54
27
15
40
NA UK ampEMEA
Asia PacIndia
AusNZ
CASA
Where is your organization headquartered
8
116
107
2
14
42
57
83
21
47
Government amp Public Services - LocalStateFinance Banking Insurance
Government amp Public Services ndash NationalInternationalIT amp High Tech
EducationNon-Profit Charity
Manufacturing Aerospace Food ProcessEnergy Oil amp Gas Mining
ConsultantsEngineering amp Construction
HealthcareRetail Transport Real Estate
Telecoms Water UtilitiesMedia Entertainment Publishing
Document Services ProviderLegal and Professional Services
Other
30
60
10
Above average Average Below average
How would you rate the overall PROFITABILITY (or EFFECTIVENESS if youre a non-profit or government
agency) of your organization compared to othersin your industry or peer group
Which is the best description of the departmentin which you work
Approximately how many employees arethere in your organization
Which of the following best describes theprimary business of your organization
27
10
42
9 11
RM DMCM
Line ofbusiness
IT ComplianceSecurity Legal
Other
21
4138
10-100 100-1000 over 1000
54
27
15
40
NA UK ampEMEA
Asia PacIndia
AusNZ
CASA
Where is your organization headquartered
8
116
107
2
14
42
57
83
21
47
Government amp Public Services - LocalStateFinance Banking Insurance
Government amp Public Services ndash NationalInternationalIT amp High Tech
EducationNon-Profit Charity
Manufacturing Aerospace Food ProcessEnergy Oil amp Gas Mining
ConsultantsEngineering amp Construction
HealthcareRetail Transport Real Estate
Telecoms Water UtilitiesMedia Entertainment Publishing
Document Services ProviderLegal and Professional Services
Other
30
60
10
Above average Average Below average
How would you rate the overall PROFITABILITY (or EFFECTIVENESS if youre a non-profit or government
agency) of your organization compared to othersin your industry or peer group
Which is the best description of the departmentin which you work
Approximately how many employees arethere in your organization
Which of the following best describes theprimary business of your organization
27
10
42
9 11
RM DMCM
Line ofbusiness
IT ComplianceSecurity Legal
Other
21
4138
10-100 100-1000 over 1000
54
27
15
40
NA UK ampEMEA
Asia PacIndia
AusNZ
CASA
Where is your organization headquartered
8
116
107
2
14
42
57
83
21
47
Government amp Public Services - LocalStateFinance Banking Insurance
Government amp Public Services ndash NationalInternationalIT amp High Tech
EducationNon-Profit Charity
Manufacturing Aerospace Food ProcessEnergy Oil amp Gas Mining
ConsultantsEngineering amp Construction
HealthcareRetail Transport Real Estate
Telecoms Water UtilitiesMedia Entertainment Publishing
Document Services ProviderLegal and Professional Services
Other
30
60
10
Above average Average Below average
How would you rate the overall PROFITABILITY (or EFFECTIVENESS if youre a non-profit or government
agency) of your organization compared to othersin your industry or peer group
copy AIIM 2019 wwwaiimorg 7 page AIIM Industry Watch
BUILDING AN EFFECTIVE STRATEGY FOR CONTENT INTEGRATION AND MIGRATION
In addition during the survey we asked respondents to self-assess the performance of their organization (ldquoprofitabilityrdquo for companies ldquoeffectivenessrdquo for non-profits and governmental agencies) relative to other organizations in their peer group and score their performance as either ldquoabove averagerdquo (32) ldquoaveragerdquo (56) or ldquobelow averagerdquo (12) Throughout this eBook we have broken out some of the responses by these categories to establish the link between organizational performance and IIM maturity and effectivenessWe have also used data from previous AIIM market research reports to illustrate particular points The specific reports used are footnoted
Understanding the Connection Between Digital Transformation and Intelligent Information Management
Every organization is on ndash or should be on ndash a Digital Transformation journey 79 of organizations realize that they must transform into a true digital business in order to survive As the currency that fuels and funds the journey information is an organizationrsquos most valuable asset1
As organizations begin their Digital Transformation efforts they are focusing on three key areas for improvement 1) IT processes and their modernization (58 to give them more business agility) 2) Information Governance (42 to make their information assets more findable accurate and accessible to machines) and Customer Experiences (39 to increase value to customers and head off potential digital disruptors)2
Which is the best description of the departmentin which you work
Approximately how many employees arethere in your organization
Which of the following best describes theprimary business of your organization
27
10
42
9 11
RM DMCM
Line ofbusiness
IT ComplianceSecurity Legal
Other
21
4138
10-100 100-1000 over 1000
54
27
15
40
NA UK ampEMEA
Asia PacIndia
AusNZ
CASA
Where is your organization headquartered
8
116
107
2
14
42
57
83
21
47
Government amp Public Services - LocalStateFinance Banking Insurance
Government amp Public Services ndash NationalInternationalIT amp High Tech
EducationNon-Profit Charity
Manufacturing Aerospace Food ProcessEnergy Oil amp Gas Mining
ConsultantsEngineering amp Construction
HealthcareRetail Transport Real Estate
Telecoms Water UtilitiesMedia Entertainment Publishing
Document Services ProviderLegal and Professional Services
Other
30
60
10
Above average Average Below average
How would you rate the overall PROFITABILITY (or EFFECTIVENESS if youre a non-profit or government
agency) of your organization compared to othersin your industry or peer group
3940
20
2
Very important Important Somewhatimportant
Not importantat all
How important is DIGITAL TRANSFORMATIONto your organization
25
29
21
30
23
39
18
58
30
34
42
Production and inventory
Research and Development
Purchasing
Marketing
Sales
Customer service
Field services
IT processes
Human Resource Management
Accounting and Finance
Information Governance
Which processes are the focus of your Digital Transformationefforts (check as many as apply)
2
25
21
16
10
75
6
2
5
X 2X 3X 4X 5X 6X 7X 8X 9X 10X
Think about the huge amounts of data and information currentlycoming into your organization (call this current volume ldquoXrdquo)
What do you predict this volume will be in 2 years
8
18
23
19
11
9 9
1 2
90 80 70 60 50 40 30 20 10
Think about ALL of the information in your organization Whatwould be your best guess for the percentage of the total that
is unstructured INFORMATION
64
28
2
5
1
Completely agree
Somewhat agree
No opinion
Somewhat disagree
Completely disagree
Our information management strategy needs to bemodernized to meet modern problems
1 AIIM 2019 State of the Industry ndash Content Services Overall N = 3072 AIIM 2019 State of the Industry ndash Content Services Overall N = 307
Additional reading from Helix Helix International is a consulting and software company that focuses on Document and Data Solutions for documents and data intersection Its focal technology is the MARS Platform which serves as the framework for building applications and connecting data document repositories on disparate platforms See how HELIX International Migrates 50 TB of data for a large Hospital
copy AIIM 2019 wwwaiimorg 8pageAIIM Industry Watch
A rising tide of information chaos and confusion imperils these desired Digital Transformation journeys The volume velocity and variety of information that most organizations need to manage store and protect now exceeds their ability to even marginally keep pace with big content challenges On average organizations expect the volume of information coming into their organizations to grow from X to 42X over the next two years3 And most importantly for those who care about content management and content services they expect over 60 of this information to be unstructured (like a contract or a conversation) or semi-structured (like an invoice or a form)4
This rising tide of information chaos and confusion is creating a demand for new information management practices that extend beyond traditional Enterprise Content Management 92 of organizations believe that they must modernize their information management strategy in order to meet this challenge5
3 AIIM 2018 Automating Governance and Compliance Overall N = 275 4 AIIM 2018 Enhancing Your RPA Implementation with Intelligent Information Overall N = 2265 AIIM 2018 Meeting the Challenge of Digital Transformation Overall N = 366
3940
20
2
Very important Important Somewhatimportant
Not importantat all
How important is DIGITAL TRANSFORMATIONto your organization
25
29
21
30
23
39
18
58
30
34
42
Production and inventory
Research and Development
Purchasing
Marketing
Sales
Customer service
Field services
IT processes
Human Resource Management
Accounting and Finance
Information Governance
Which processes are the focus of your Digital Transformationefforts (check as many as apply)
2
25
21
16
10
75
6
2
5
X 2X 3X 4X 5X 6X 7X 8X 9X 10X
Think about the huge amounts of data and information currentlycoming into your organization (call this current volume ldquoXrdquo)
What do you predict this volume will be in 2 years
8
18
23
19
11
9 9
1 2
90 80 70 60 50 40 30 20 10
Think about ALL of the information in your organization Whatwould be your best guess for the percentage of the total that
is unstructured INFORMATION
64
28
2
5
1
Completely agree
Somewhat agree
No opinion
Somewhat disagree
Completely disagree
Our information management strategy needs to bemodernized to meet modern problems
3940
20
2
Very important Important Somewhatimportant
Not importantat all
How important is DIGITAL TRANSFORMATIONto your organization
25
29
21
30
23
39
18
58
30
34
42
Production and inventory
Research and Development
Purchasing
Marketing
Sales
Customer service
Field services
IT processes
Human Resource Management
Accounting and Finance
Information Governance
Which processes are the focus of your Digital Transformationefforts (check as many as apply)
2
25
21
16
10
75
6
2
5
X 2X 3X 4X 5X 6X 7X 8X 9X 10X
Think about the huge amounts of data and information currentlycoming into your organization (call this current volume ldquoXrdquo)
What do you predict this volume will be in 2 years
8
18
23
19
11
9 9
1 2
90 80 70 60 50 40 30 20 10
Think about ALL of the information in your organization Whatwould be your best guess for the percentage of the total that
is unstructured INFORMATION
64
28
2
5
1
Completely agree
Somewhat agree
No opinion
Somewhat disagree
Completely disagree
Our information management strategy needs to bemodernized to meet modern problems
3940
20
2
Very important Important Somewhatimportant
Not importantat all
How important is DIGITAL TRANSFORMATIONto your organization
25
29
21
30
23
39
18
58
30
34
42
Production and inventory
Research and Development
Purchasing
Marketing
Sales
Customer service
Field services
IT processes
Human Resource Management
Accounting and Finance
Information Governance
Which processes are the focus of your Digital Transformationefforts (check as many as apply)
2
25
21
16
10
75
6
2
5
X 2X 3X 4X 5X 6X 7X 8X 9X 10X
Think about the huge amounts of data and information currentlycoming into your organization (call this current volume ldquoXrdquo)
What do you predict this volume will be in 2 years
8
18
23
19
11
9 9
1 2
90 80 70 60 50 40 30 20 10
Think about ALL of the information in your organization Whatwould be your best guess for the percentage of the total that
is unstructured INFORMATION
64
28
2
5
1
Completely agree
Somewhat agree
No opinion
Somewhat disagree
Completely disagree
Our information management strategy needs to bemodernized to meet modern problems
3940
20
2
Very important Important Somewhatimportant
Not importantat all
How important is DIGITAL TRANSFORMATIONto your organization
25
29
21
30
23
39
18
58
30
34
42
Production and inventory
Research and Development
Purchasing
Marketing
Sales
Customer service
Field services
IT processes
Human Resource Management
Accounting and Finance
Information Governance
Which processes are the focus of your Digital Transformationefforts (check as many as apply)
2
25
21
16
10
75
6
2
5
X 2X 3X 4X 5X 6X 7X 8X 9X 10X
Think about the huge amounts of data and information currentlycoming into your organization (call this current volume ldquoXrdquo)
What do you predict this volume will be in 2 years
8
18
23
19
11
9 9
1 2
90 80 70 60 50 40 30 20 10
Think about ALL of the information in your organization Whatwould be your best guess for the percentage of the total that
is unstructured INFORMATION
64
28
2
5
1
Completely agree
Somewhat agree
No opinion
Somewhat disagree
Completely disagree
Our information management strategy needs to bemodernized to meet modern problems
BUILDING AN EFFECTIVE STRATEGY FOR CONTENT INTEGRATION AND MIGRATION
copy AIIM 2019 wwwaiimorg 9 page AIIM Industry Watch
This means that organizations must embrace much more modular and flexible content services strategies and platforms However ripping out existing systems that perform mission critical functions in order to ldquomodernizerdquo is not something an organization operating at significant scale can approach cavalierly The challenge is somewhat akin to attempting to change the wiring in a house while the power is still onContent migration and integration technologies provide a bridge allowing organizations to manage this change Doing so allows them to continue to leverage the value of past technology systems and investments maintain business and process continuity and also simultaneously embark upon needed change and modernizationIn this eBook we consider these core questions
BUILDING AN EFFECTIVE STRATEGY FOR CONTENT INTEGRATION AND MIGRATION
1 What specific business problems are driving interest in content migration and integration
2 How well-understood are the solutions to solve core content integration and migration problems
3 How are end user organizations prioritizing their spending options in order to modernize their information toolkit
copy AIIM 2019 wwwaiimorg 10pageAIIM Industry Watch
1 ndash What specific business problems are driving interest in content migration and integration
Every organization ndash regardless of industry ndash is now a technology organization But rising information chaos is a very real and strategic threat to the ability of organizations to succeed or even survive An effective Content Services strategy is key to addressing these challengesWithin this context many core information management problems are still unsolved by end users6
But how are organizations approaching this modernization challenge What kinds of problems are they encountering along the wayHow do organizations with existing ndash and multiple ndash content implementations think through the modernization challengeThe good news for many organizations is that it is easier than ever to deploy content management systems This is also the bad news and there seems no end to the balkanization of content capabilities A decade ago organizations could speculate about the possibility of one content repository to meet all needs the reality is that this has always been ndash and will continue to be ndash a false hope Nearly 40 of organizations have five or more major content management systems
This is not likely to change moving forward Only 14 of organizations believe that they will have fewer content platforms to manage in two years and 48 percent believe the number of content platforms will actually grow over the next two years
Integrating content management capabilitiesinto core line-of-business applications
Migrating content and data from legacy contentmanagement systems into more modern systems
Converting unstructured information and contentinto data that can be understood by machines
Getting widespread user adoption ofour content management system(s)
Classifying and applying metadatato archived content
How significant a problem are each of thefollowing for your organization
A problemA significant problem No opinion Not a problem at all
3133
23
67
1-2 platforms 3-4 platforms 5-6 platforms 7-8 platforms more than 8platforms
Approximately how many content managementplatforms are currently in active use in
your organization
13
35
39
12
2
A lot more thannow
More thannow
About thesame
Less thannow
A lot lessthan now
How many content management platformsdo you think you will have in two years
Our efforts to modernize our informationinfrastructure are hampered by the mission-
critical functions performed by our legacysystems
Accessing content across different contentplatforms is a major challenge for our
knowledge workers
Agree or DisagreeNo opinionSomewhat agreeStrongly agree
Somewhat disagree Strongly disagree
Migrating information from on-premises repositories to cloud
repositories
Migrating content from oneECM platform to another
Getting rid of redundant trivialand obsolete information
How significant a problem is thisA significant problem A problem
4215 32
4219 27
4214 37
4613 32
4416 33
4424 10
3734 9
30
37
16
42
16
43
Integrating content management capabilitiesinto core line-of-business applications
Migrating content and data from legacy contentmanagement systems into more modern systems
Converting unstructured information and contentinto data that can be understood by machines
Getting widespread user adoption ofour content management system(s)
Classifying and applying metadatato archived content
How significant a problem are each of thefollowing for your organization
A problemA significant problem No opinion Not a problem at all
3133
23
67
1-2 platforms 3-4 platforms 5-6 platforms 7-8 platforms more than 8platforms
Approximately how many content managementplatforms are currently in active use in
your organization
13
35
39
12
2
A lot more thannow
More thannow
About thesame
Less thannow
A lot lessthan now
How many content management platformsdo you think you will have in two years
Our efforts to modernize our informationinfrastructure are hampered by the mission-
critical functions performed by our legacysystems
Accessing content across different contentplatforms is a major challenge for our
knowledge workers
Agree or DisagreeNo opinionSomewhat agreeStrongly agree
Somewhat disagree Strongly disagree
Migrating information from on-premises repositories to cloud
repositories
Migrating content from oneECM platform to another
Getting rid of redundant trivialand obsolete information
How significant a problem is thisA significant problem A problem
4215 32
4219 27
4214 37
4613 32
4416 33
4424 10
3734 9
30
37
16
42
16
43
Integrating content management capabilitiesinto core line-of-business applications
Migrating content and data from legacy contentmanagement systems into more modern systems
Converting unstructured information and contentinto data that can be understood by machines
Getting widespread user adoption ofour content management system(s)
Classifying and applying metadatato archived content
How significant a problem are each of thefollowing for your organization
A problemA significant problem No opinion Not a problem at all
3133
23
67
1-2 platforms 3-4 platforms 5-6 platforms 7-8 platforms more than 8platforms
Approximately how many content managementplatforms are currently in active use in
your organization
13
35
39
12
2
A lot more thannow
More thannow
About thesame
Less thannow
A lot lessthan now
How many content management platformsdo you think you will have in two years
Our efforts to modernize our informationinfrastructure are hampered by the mission-
critical functions performed by our legacysystems
Accessing content across different contentplatforms is a major challenge for our
knowledge workers
Agree or DisagreeNo opinionSomewhat agreeStrongly agree
Somewhat disagree Strongly disagree
Migrating information from on-premises repositories to cloud
repositories
Migrating content from oneECM platform to another
Getting rid of redundant trivialand obsolete information
How significant a problem is thisA significant problem A problem
4215 32
4219 27
4214 37
4613 32
4416 33
4424 10
3734 9
30
37
16
42
16
43
BUILDING AN EFFECTIVE STRATEGY FOR CONTENT INTEGRATION AND MIGRATION
6 AIIM 2019 State of the Industry ndash Content Services Overall N = 307
Additional reading from Systemware An Automated Approach To Fast Report Extraction Systemwarersquos customer care and problem-solving mindset help the accounting group of a Fortune 500 Grocer automate its payroll report extraction ndash reducing year-end processing by 97 from 112 hours to three hours
copy AIIM 2019 wwwaiimorg 11 page AIIM Industry Watch
The problem of seamless content accessibility and availability is not just a matter of the number of repositories It is also a problem because a significant volume of critical content is not lodged within a dedicated content system at all but actually stored within a line of business process platform that often lacks core content and records capabilities This is due to the historic difficulty of integrating content capabilities beyond the initial process in which an ECM system was deployed Content integration remains a challenge for most organizations While most organizations continue to increase the number of content systems they use a rising portion of critical business content (now 54) remains OUTSIDE those content management systems7
Over five years ago AIIM asked end-user organizations this question ldquoWhat proportion of your unstructured content and information (excluding emails) would you say is stored in enterprise systems (ERP HR Finance CRM Project Management LOB etc) INSTEAD OF in a Content ManagementDM system(s) ndash and is not accessible through your Content ManagementDM system(s)rdquo
2018 20130 28 27
10 54 68
20 76 83
30 101 122
40 101 86
50 108 116
60 127 98
70 146 131
80 123 101
90 136 169
Average 544 535
The desire for more modular content capabilities surfaceable in context within multiple business processes is at the core of the evolution of the content space from ECM to Content ServicesTwo out of three organizations say that their efforts to address these problems ndash the efforts to modernize ndash are hampered by their reliance on the mission critical functions performed by their legacy systems This translates into suboptimal productivity for knowledge workers 71 of organizations say that accessing content across multiple platforms is a major challenge
This translates into a set of business problems that can only be addressed with a content migration strategy ndash moving information from one place to another ndash or a content integration strategy ndash establishing a platform to access and manage content no matter the repository or platform in which it is located As organizations consider these strategies a core driver is a familiar one in the content and records management space ndash how to responsibly dispose of information that is no longer needed for business legal or compliance purposes
Integrating content management capabilitiesinto core line-of-business applications
Migrating content and data from legacy contentmanagement systems into more modern systems
Converting unstructured information and contentinto data that can be understood by machines
Getting widespread user adoption ofour content management system(s)
Classifying and applying metadatato archived content
How significant a problem are each of thefollowing for your organization
A problemA significant problem No opinion Not a problem at all
3133
23
67
1-2 platforms 3-4 platforms 5-6 platforms 7-8 platforms more than 8platforms
Approximately how many content managementplatforms are currently in active use in
your organization
13
35
39
12
2
A lot more thannow
More thannow
About thesame
Less thannow
A lot lessthan now
How many content management platformsdo you think you will have in two years
Our efforts to modernize our informationinfrastructure are hampered by the mission-
critical functions performed by our legacysystems
Accessing content across different contentplatforms is a major challenge for our
knowledge workers
Agree or DisagreeNo opinionSomewhat agreeStrongly agree
Somewhat disagree Strongly disagree
Migrating information from on-premises repositories to cloud
repositories
Migrating content from oneECM platform to another
Getting rid of redundant trivialand obsolete information
How significant a problem is thisA significant problem A problem
4215 32
4219 27
4214 37
4613 32
4416 33
4424 10
3734 9
30
37
16
42
16
43
Integrating content management capabilitiesinto core line-of-business applications
Migrating content and data from legacy contentmanagement systems into more modern systems
Converting unstructured information and contentinto data that can be understood by machines
Getting widespread user adoption ofour content management system(s)
Classifying and applying metadatato archived content
How significant a problem are each of thefollowing for your organization
A problemA significant problem No opinion Not a problem at all
3133
23
67
1-2 platforms 3-4 platforms 5-6 platforms 7-8 platforms more than 8platforms
Approximately how many content managementplatforms are currently in active use in
your organization
13
35
39
12
2
A lot more thannow
More thannow
About thesame
Less thannow
A lot lessthan now
How many content management platformsdo you think you will have in two years
Our efforts to modernize our informationinfrastructure are hampered by the mission-
critical functions performed by our legacysystems
Accessing content across different contentplatforms is a major challenge for our
knowledge workers
Agree or DisagreeNo opinionSomewhat agreeStrongly agree
Somewhat disagree Strongly disagree
Migrating information from on-premises repositories to cloud
repositories
Migrating content from oneECM platform to another
Getting rid of redundant trivialand obsolete information
How significant a problem is thisA significant problem A problem
4215 32
4219 27
4214 37
4613 32
4416 33
4424 10
3734 9
30
37
16
42
16
43
BUILDING AN EFFECTIVE STRATEGY FOR CONTENT INTEGRATION AND MIGRATION
7 AIIM 2018 Meeting the Challenge of Digital Transformation Overall N = 366
copy AIIM 2019 wwwaiimorg 12pageAIIM Industry Watch
2 ndash How well-understood are the solutions to solve core content integration and migration problems
The rising volume of information and its potential value to customer experiences is changing what is needed from content management systems Organizations clearly understand that they have an information modernization problem but are struggling with solutions as the tide of information chaos rises
Content migration and content integration are not necessarily mutually exclusive ndash most organizations seeking to modernize employ some combination ndash but they are differentWhen thinking about a content migration project most organizations typically have both a ldquofromrdquo and a ldquotordquo in mind Organizations have four primary sources of content that they want to move away from 1) departmental shared drives 2) organizational shared drives 3) individual shared drives and 4) on-premises SharePoint repositories They are seeking to move this content INTO 1) cloud-based content services platforms 2) on-premises ECM platforms and 3) cloud-based Office 365 and SharePoint repositories
35
46
41
28
31
30
35
14
3
hard drives on individual computers
department shared drives
organization shared drives
On-premise ECM platforms
On-premise content services platforms
Cloud-based content services platforms
On-premise SharePoint repositories
Cloud-based SharePoint and Office365repositories
Other (please specify)
From WHERE are you tryingto migrate content
17
20
20
33
25
40
25
31
2
hard drives on individual computers
department shared drives
organization shared drives
On-premise ECM platforms
On-premise content services platforms
Cloud-based content services platforms
On-premise SharePoint repositories
Cloud-based SharePoint and Office365repositories
Other (please specify)
Where are you trying to migrate content TO
Leaders
Average
Laggards
Agree or Disagree The term content integrationis well-understood in our organization
No opinionSomewhat agreeStrongly agree Somewhat disagree Strongly disagree
14
18
27
16
8 79
Improvecustomer
responsiveness
Improveknowledge
workerproductivity
Improveorganizationalflexibility and
agility
Reducebusiness risk
Avoid changingcurrent recordsmanagementand retention
policies
Avoid changingtransactional
processesbased on a
specificrepository
To make aphased
migration overtime possible
What is the MOST important reason to considera content integration platform
-1
4
13
-12
0
-1
-1
Improve customer responsiveness
Improve knowledge worker productivity
Improve organizational flexibility and agility
Reduce business risk
Avoid changing current records managementand retention policies
Avoid changing transactional processes basedon a specific repository
To make a phased migration over time possible
Percentage point difference between leading vs laggingorganizations -- THE most important potential benefit
of a content integration initiative
8
41
31
10 11
Great mdashSunshine and rainbows
Pretty good mdashA walk in the park
Not so good mdashA root canal
Awful mdashOpen heart surgery
We havenrsquot done a significant content
migration or integration yet
The last time your organization conducted a significant contentmigration or integration project how would you
describe the experience
24 324 32
33 229 7
26 2128 7
35
46
41
28
31
30
35
14
3
hard drives on individual computers
department shared drives
organization shared drives
On-premise ECM platforms
On-premise content services platforms
Cloud-based content services platforms
On-premise SharePoint repositories
Cloud-based SharePoint and Office365repositories
Other (please specify)
From WHERE are you tryingto migrate content
17
20
20
33
25
40
25
31
2
hard drives on individual computers
department shared drives
organization shared drives
On-premise ECM platforms
On-premise content services platforms
Cloud-based content services platforms
On-premise SharePoint repositories
Cloud-based SharePoint and Office365repositories
Other (please specify)
Where are you trying to migrate content TO
Leaders
Average
Laggards
Agree or Disagree The term content integrationis well-understood in our organization
No opinionSomewhat agreeStrongly agree Somewhat disagree Strongly disagree
14
18
27
16
8 79
Improvecustomer
responsiveness
Improveknowledge
workerproductivity
Improveorganizationalflexibility and
agility
Reducebusiness risk
Avoid changingcurrent recordsmanagementand retention
policies
Avoid changingtransactional
processesbased on a
specificrepository
To make aphased
migration overtime possible
What is the MOST important reason to considera content integration platform
-1
4
13
-12
0
-1
-1
Improve customer responsiveness
Improve knowledge worker productivity
Improve organizational flexibility and agility
Reduce business risk
Avoid changing current records managementand retention policies
Avoid changing transactional processes basedon a specific repository
To make a phased migration over time possible
Percentage point difference between leading vs laggingorganizations -- THE most important potential benefit
of a content integration initiative
8
41
31
10 11
Great mdashSunshine and rainbows
Pretty good mdashA walk in the park
Not so good mdashA root canal
Awful mdashOpen heart surgery
We havenrsquot done a significant content
migration or integration yet
The last time your organization conducted a significant contentmigration or integration project how would you
describe the experience
24 324 32
33 229 7
26 2128 7
BUILDING AN EFFECTIVE STRATEGY FOR CONTENT INTEGRATION AND MIGRATION
copy AIIM 2019 wwwaiimorg 13 page AIIM Industry Watch
A key goal in any migration project is to avoid business disruption ndash 61 agree that ldquoavoiding a big bang migrationrdquo is an important priority 57 ldquodonrsquot make a distinction between data migration and content migrationrdquoContent integration seeks to avoid some of the disruptive challenges associated with migration by using a platform to access and manage content without moving it A challenge in undertaking a content integration project is that the term is still not well-understood by organizations 44 of organizations agree that ldquocontent integrationrdquo is well-understood in their organization while 31 disagreeWhile there are myriad reasons for undertaking a content integration project two useful questions to ask are 1) how widespread is understanding of the term ldquocontent integrationrdquo and 2) what do users see as the MOST important reason for undertaking such an initiativeThe term ldquocontent integrationrdquo is currently better understood by solution providers than it is by end users This is not unusual sell-side companies are often eager to hop on new marketing terms as a source of differentiation as are analyst companies looking to distinguish their consulting practicesThe data suggests that the very companies that would most benefit from a content rationalization and integration initiative ndash those with profit or service performance problems relative to their peers ndash have the lowest understanding of what the term means This suggests the need for ldquotop of funnelrdquo market education efforts ndash so users can put a name to the problem they are experiencing ndash before immediately moving into sell mode These lagging companies understand they have a problem (92 say accessing content across different content platforms is a problem 30 percentage points higher than the result for average or leading organizations) but they have not yet assigned a name to the solution set tied to this problem and are thus likely to encounter internal friction during acquisition
Conventional wisdom suggests that cost reduction is a primary reason for undertaking such an initiative along with mitigating information risk tied to eDiscovery The data suggests that most organizations view the value of a migration or integration project higher on the chain The most important reason cited for undertaking such an initiative is to improve organizational flexibility and agility (27) followed closely by improving knowledge worker productivity (18) This suggests that end-user organizations understand the problems created in their organizations by overflowing and incompatible information silos and recognize the need to do something about them
35
46
41
28
31
30
35
14
3
hard drives on individual computers
department shared drives
organization shared drives
On-premise ECM platforms
On-premise content services platforms
Cloud-based content services platforms
On-premise SharePoint repositories
Cloud-based SharePoint and Office365repositories
Other (please specify)
From WHERE are you tryingto migrate content
17
20
20
33
25
40
25
31
2
hard drives on individual computers
department shared drives
organization shared drives
On-premise ECM platforms
On-premise content services platforms
Cloud-based content services platforms
On-premise SharePoint repositories
Cloud-based SharePoint and Office365repositories
Other (please specify)
Where are you trying to migrate content TO
Leaders
Average
Laggards
Agree or Disagree The term content integrationis well-understood in our organization
No opinionSomewhat agreeStrongly agree Somewhat disagree Strongly disagree
14
18
27
16
8 79
Improvecustomer
responsiveness
Improveknowledge
workerproductivity
Improveorganizationalflexibility and
agility
Reducebusiness risk
Avoid changingcurrent recordsmanagementand retention
policies
Avoid changingtransactional
processesbased on a
specificrepository
To make aphased
migration overtime possible
What is the MOST important reason to considera content integration platform
-1
4
13
-12
0
-1
-1
Improve customer responsiveness
Improve knowledge worker productivity
Improve organizational flexibility and agility
Reduce business risk
Avoid changing current records managementand retention policies
Avoid changing transactional processes basedon a specific repository
To make a phased migration over time possible
Percentage point difference between leading vs laggingorganizations -- THE most important potential benefit
of a content integration initiative
8
41
31
10 11
Great mdashSunshine and rainbows
Pretty good mdashA walk in the park
Not so good mdashA root canal
Awful mdashOpen heart surgery
We havenrsquot done a significant content
migration or integration yet
The last time your organization conducted a significant contentmigration or integration project how would you
describe the experience
24 324 32
33 229 7
26 2128 7
35
46
41
28
31
30
35
14
3
hard drives on individual computers
department shared drives
organization shared drives
On-premise ECM platforms
On-premise content services platforms
Cloud-based content services platforms
On-premise SharePoint repositories
Cloud-based SharePoint and Office365repositories
Other (please specify)
From WHERE are you tryingto migrate content
17
20
20
33
25
40
25
31
2
hard drives on individual computers
department shared drives
organization shared drives
On-premise ECM platforms
On-premise content services platforms
Cloud-based content services platforms
On-premise SharePoint repositories
Cloud-based SharePoint and Office365repositories
Other (please specify)
Where are you trying to migrate content TO
Leaders
Average
Laggards
Agree or Disagree The term content integrationis well-understood in our organization
No opinionSomewhat agreeStrongly agree Somewhat disagree Strongly disagree
14
18
27
16
8 79
Improvecustomer
responsiveness
Improveknowledge
workerproductivity
Improveorganizationalflexibility and
agility
Reducebusiness risk
Avoid changingcurrent recordsmanagementand retention
policies
Avoid changingtransactional
processesbased on a
specificrepository
To make aphased
migration overtime possible
What is the MOST important reason to considera content integration platform
-1
4
13
-12
0
-1
-1
Improve customer responsiveness
Improve knowledge worker productivity
Improve organizational flexibility and agility
Reduce business risk
Avoid changing current records managementand retention policies
Avoid changing transactional processes basedon a specific repository
To make a phased migration over time possible
Percentage point difference between leading vs laggingorganizations -- THE most important potential benefit
of a content integration initiative
8
41
31
10 11
Great mdashSunshine and rainbows
Pretty good mdashA walk in the park
Not so good mdashA root canal
Awful mdashOpen heart surgery
We havenrsquot done a significant content
migration or integration yet
The last time your organization conducted a significant contentmigration or integration project how would you
describe the experience
24 324 32
33 229 7
26 2128 7
BUILDING AN EFFECTIVE STRATEGY FOR CONTENT INTEGRATION AND MIGRATION
Additional reading from Avepoint ldquoWe want to make it easy to use a compliant environmentrdquosaid Ryan ldquoOur plan is that if someone wants a SharePoint site or Group Cloud Governance can help them fill out a questionnaire to label everything for them and get approval so they can self-serve to improve productivityrdquo Link to this reportJenny Ryan Digital Information Analyst Airways New Zealand
copy AIIM 2019 wwwaiimorg 14pageAIIM Industry Watch
The differences between leading and lagging organizations are most striking when looking at these ldquomost importantrdquo reasons Leading organizations are forward looking when they think about content integration focused on how such an initiative can build business agility and improve the effectiveness of knowledge workers Lagging organizations are relatively more focused upon the risk avoidance part of the equation
Whether undertaking a content migration or content integration project it is important to understand that in the past these kinds of projects have had mixed success The technologies and solutions focused on content migration and integration have changed ndash and improved ndash significantly in the last few years moving away from the dreaded ldquobig bangrdquo approaches that often loom large in institutional memories AI and content services allow organizations to approach content infrastructure modernization with a different and less disruptive toolkit than has historically been the case However the legacy of 41 of organizations that would describe these projects as either a ldquoroot canalrdquo or ldquoopen heart surgeryrdquo persists
35
46
41
28
31
30
35
14
3
hard drives on individual computers
department shared drives
organization shared drives
On-premise ECM platforms
On-premise content services platforms
Cloud-based content services platforms
On-premise SharePoint repositories
Cloud-based SharePoint and Office365repositories
Other (please specify)
From WHERE are you tryingto migrate content
17
20
20
33
25
40
25
31
2
hard drives on individual computers
department shared drives
organization shared drives
On-premise ECM platforms
On-premise content services platforms
Cloud-based content services platforms
On-premise SharePoint repositories
Cloud-based SharePoint and Office365repositories
Other (please specify)
Where are you trying to migrate content TO
Leaders
Average
Laggards
Agree or Disagree The term content integrationis well-understood in our organization
No opinionSomewhat agreeStrongly agree Somewhat disagree Strongly disagree
14
18
27
16
8 79
Improvecustomer
responsiveness
Improveknowledge
workerproductivity
Improveorganizationalflexibility and
agility
Reducebusiness risk
Avoid changingcurrent recordsmanagementand retention
policies
Avoid changingtransactional
processesbased on a
specificrepository
To make aphased
migration overtime possible
What is the MOST important reason to considera content integration platform
-1
4
13
-12
0
-1
-1
Improve customer responsiveness
Improve knowledge worker productivity
Improve organizational flexibility and agility
Reduce business risk
Avoid changing current records managementand retention policies
Avoid changing transactional processes basedon a specific repository
To make a phased migration over time possible
Percentage point difference between leading vs laggingorganizations -- THE most important potential benefit
of a content integration initiative
8
41
31
10 11
Great mdashSunshine and rainbows
Pretty good mdashA walk in the park
Not so good mdashA root canal
Awful mdashOpen heart surgery
We havenrsquot done a significant content
migration or integration yet
The last time your organization conducted a significant contentmigration or integration project how would you
describe the experience
24 324 32
33 229 7
26 2128 7
35
46
41
28
31
30
35
14
3
hard drives on individual computers
department shared drives
organization shared drives
On-premise ECM platforms
On-premise content services platforms
Cloud-based content services platforms
On-premise SharePoint repositories
Cloud-based SharePoint and Office365repositories
Other (please specify)
From WHERE are you tryingto migrate content
17
20
20
33
25
40
25
31
2
hard drives on individual computers
department shared drives
organization shared drives
On-premise ECM platforms
On-premise content services platforms
Cloud-based content services platforms
On-premise SharePoint repositories
Cloud-based SharePoint and Office365repositories
Other (please specify)
Where are you trying to migrate content TO
Leaders
Average
Laggards
Agree or Disagree The term content integrationis well-understood in our organization
No opinionSomewhat agreeStrongly agree Somewhat disagree Strongly disagree
14
18
27
16
8 79
Improvecustomer
responsiveness
Improveknowledge
workerproductivity
Improveorganizationalflexibility and
agility
Reducebusiness risk
Avoid changingcurrent recordsmanagementand retention
policies
Avoid changingtransactional
processesbased on a
specificrepository
To make aphased
migration overtime possible
What is the MOST important reason to considera content integration platform
-1
4
13
-12
0
-1
-1
Improve customer responsiveness
Improve knowledge worker productivity
Improve organizational flexibility and agility
Reduce business risk
Avoid changing current records managementand retention policies
Avoid changing transactional processes basedon a specific repository
To make a phased migration over time possible
Percentage point difference between leading vs laggingorganizations -- THE most important potential benefit
of a content integration initiative
8
41
31
10 11
Great mdashSunshine and rainbows
Pretty good mdashA walk in the park
Not so good mdashA root canal
Awful mdashOpen heart surgery
We havenrsquot done a significant content
migration or integration yet
The last time your organization conducted a significant contentmigration or integration project how would you
describe the experience
24 324 32
33 229 7
26 2128 7
BUILDING AN EFFECTIVE STRATEGY FOR CONTENT INTEGRATION AND MIGRATION
copy AIIM 2019 wwwaiimorg 15 page AIIM Industry Watch
3 ndash How are end user organizations prioritizing their spending options in order to modernize their information toolkit
Content migration and content integration are clearly hot priorities for end-user organizations to 1) improve business and process agility and 2) improve knowledge worker productivity Over 60 of organizations say they are planning a significant content migration or integration initiative in the next 12 months
As mentioned earlier with regards to content integration it is important for those proposing these projects to take the high ground Certainly the direct savings that accrue from decommissioning a legacy system are important (27) as are the potential benefits within a particular business process (23) But the most important benefits to a significant migration or integration project are organizational ndash improved collaboration and access to information In short the benefits are directly tied to business agility and becoming a true digital business This is especially true as organizations shift their focus from improving specific point processes to transforming customer experiences and journeys across processes
The primary gatekeepers on these projects ndash those who should likely be on any buying andor implementation team ndash include 1) IT and IT services (likely most concerned about information security and systems integrity) 2) C-level executives (likely concerned about improving customer experiences and value) and 3) line-of-business operations executives (who can directly testify to the problems posed by siloed and inaccessible information) Actual budgets for these projects most likely reside with IT and IT Services
24
38
18
6
14
in 0-6 months in 6-12 months in 1-2 years in 2-3 years no projectsplanned
When are you planning your next significantcontent integration or migration project
27
23
44
5
direct cost savings fromdecommissioning a
legacy system
potential specificbusiness benefits tied
to a particular process
overall businessbenefits tied to
improved collaborationand access toinformation
Other (please specify)
As organizations consider the reasons for a large scaleECM migrationintegration project which do you think
is typically MOST important in getting theproject approved
42
71
15
19
29
18
15
30
18
36
20
Corporate amp Executive level
IT and IT Services
Sales
Marketing
Finance
Human Resources
Customer Service amp Support
Privacy amp Security
Legal
Operations
Records amp Information Management
Which of the following departments (please pick three)do you think are most critical in influencing approval
of a content migrationintegration project
11
55
3
0
7
4
3
3
1
5
9
Corporate amp Executive level
IT and IT Services
Sales
Marketing
Finance
Human Resources
Customer Service amp Support
Privacy amp Security
Legal
Operations
Records amp Information Management
Which department in your organization typicallyholds the budget or a significant content
migrationintegration project
Content Integration
Content Migration
Content Collaboration
What are your spending plans for each of thefollowing over the next 3-6months
no spending no plansspend less continue current spending spend more
$101 $101
$130
Content Integration Content Migration Content Collaboration
What was your budget last year for eachof the following (in 000s)
5118 6 26
4717 11 26
4918 8 25
24
38
18
6
14
in 0-6 months in 6-12 months in 1-2 years in 2-3 years no projectsplanned
When are you planning your next significantcontent integration or migration project
27
23
44
5
direct cost savings fromdecommissioning a
legacy system
potential specificbusiness benefits tied
to a particular process
overall businessbenefits tied to
improved collaborationand access toinformation
Other (please specify)
As organizations consider the reasons for a large scaleECM migrationintegration project which do you think
is typically MOST important in getting theproject approved
42
71
15
19
29
18
15
30
18
36
20
Corporate amp Executive level
IT and IT Services
Sales
Marketing
Finance
Human Resources
Customer Service amp Support
Privacy amp Security
Legal
Operations
Records amp Information Management
Which of the following departments (please pick three)do you think are most critical in influencing approval
of a content migrationintegration project
11
55
3
0
7
4
3
3
1
5
9
Corporate amp Executive level
IT and IT Services
Sales
Marketing
Finance
Human Resources
Customer Service amp Support
Privacy amp Security
Legal
Operations
Records amp Information Management
Which department in your organization typicallyholds the budget or a significant content
migrationintegration project
Content Integration
Content Migration
Content Collaboration
What are your spending plans for each of thefollowing over the next 3-6months
no spending no plansspend less continue current spending spend more
$101 $101
$130
Content Integration Content Migration Content Collaboration
What was your budget last year for eachof the following (in 000s)
5118 6 26
4717 11 26
4918 8 25
24
38
18
6
14
in 0-6 months in 6-12 months in 1-2 years in 2-3 years no projectsplanned
When are you planning your next significantcontent integration or migration project
27
23
44
5
direct cost savings fromdecommissioning a
legacy system
potential specificbusiness benefits tied
to a particular process
overall businessbenefits tied to
improved collaborationand access toinformation
Other (please specify)
As organizations consider the reasons for a large scaleECM migrationintegration project which do you think
is typically MOST important in getting theproject approved
42
71
15
19
29
18
15
30
18
36
20
Corporate amp Executive level
IT and IT Services
Sales
Marketing
Finance
Human Resources
Customer Service amp Support
Privacy amp Security
Legal
Operations
Records amp Information Management
Which of the following departments (please pick three)do you think are most critical in influencing approval
of a content migrationintegration project
11
55
3
0
7
4
3
3
1
5
9
Corporate amp Executive level
IT and IT Services
Sales
Marketing
Finance
Human Resources
Customer Service amp Support
Privacy amp Security
Legal
Operations
Records amp Information Management
Which department in your organization typicallyholds the budget or a significant content
migrationintegration project
Content Integration
Content Migration
Content Collaboration
What are your spending plans for each of thefollowing over the next 3-6months
no spending no plansspend less continue current spending spend more
$101 $101
$130
Content Integration Content Migration Content Collaboration
What was your budget last year for eachof the following (in 000s)
5118 6 26
4717 11 26
4918 8 25
BUILDING AN EFFECTIVE STRATEGY FOR CONTENT INTEGRATION AND MIGRATION
copy AIIM 2019 wwwaiimorg 16pageAIIM Industry Watch
Given that the primary strategic benefit from a content migration or integration project is likely improved knowledge worker productivity (access to information at the right time place and form) and process agility (more seamless integration of content in context into business processes) it is likely that many organizations are leveraging some spending focused on content collaboration into their migration and integration initiatives since the adoption of more modern approaches to collaboration also requires information platform modernization Annual budgets for each are robust and typically in excess of $100000 ndash and nearly 30 of organizations plan to increase this spending in the next 3-6 months
24
38
18
6
14
in 0-6 months in 6-12 months in 1-2 years in 2-3 years no projectsplanned
When are you planning your next significantcontent integration or migration project
27
23
44
5
direct cost savings fromdecommissioning a
legacy system
potential specificbusiness benefits tied
to a particular process
overall businessbenefits tied to
improved collaborationand access toinformation
Other (please specify)
As organizations consider the reasons for a large scaleECM migrationintegration project which do you think
is typically MOST important in getting theproject approved
42
71
15
19
29
18
15
30
18
36
20
Corporate amp Executive level
IT and IT Services
Sales
Marketing
Finance
Human Resources
Customer Service amp Support
Privacy amp Security
Legal
Operations
Records amp Information Management
Which of the following departments (please pick three)do you think are most critical in influencing approval
of a content migrationintegration project
11
55
3
0
7
4
3
3
1
5
9
Corporate amp Executive level
IT and IT Services
Sales
Marketing
Finance
Human Resources
Customer Service amp Support
Privacy amp Security
Legal
Operations
Records amp Information Management
Which department in your organization typicallyholds the budget or a significant content
migrationintegration project
Content Integration
Content Migration
Content Collaboration
What are your spending plans for each of thefollowing over the next 3-6months
no spending no plansspend less continue current spending spend more
$101 $101
$130
Content Integration Content Migration Content Collaboration
What was your budget last year for eachof the following (in 000s)
5118 6 26
4717 11 26
4918 8 25
24
38
18
6
14
in 0-6 months in 6-12 months in 1-2 years in 2-3 years no projectsplanned
When are you planning your next significantcontent integration or migration project
27
23
44
5
direct cost savings fromdecommissioning a
legacy system
potential specificbusiness benefits tied
to a particular process
overall businessbenefits tied to
improved collaborationand access toinformation
Other (please specify)
As organizations consider the reasons for a large scaleECM migrationintegration project which do you think
is typically MOST important in getting theproject approved
42
71
15
19
29
18
15
30
18
36
20
Corporate amp Executive level
IT and IT Services
Sales
Marketing
Finance
Human Resources
Customer Service amp Support
Privacy amp Security
Legal
Operations
Records amp Information Management
Which of the following departments (please pick three)do you think are most critical in influencing approval
of a content migrationintegration project
11
55
3
0
7
4
3
3
1
5
9
Corporate amp Executive level
IT and IT Services
Sales
Marketing
Finance
Human Resources
Customer Service amp Support
Privacy amp Security
Legal
Operations
Records amp Information Management
Which department in your organization typicallyholds the budget or a significant content
migrationintegration project
Content Integration
Content Migration
Content Collaboration
What are your spending plans for each of thefollowing over the next 3-6months
no spending no plansspend less continue current spending spend more
$101 $101
$130
Content Integration Content Migration Content Collaboration
What was your budget last year for eachof the following (in 000s)
5118 6 26
4717 11 26
4918 8 25
24
38
18
6
14
in 0-6 months in 6-12 months in 1-2 years in 2-3 years no projectsplanned
When are you planning your next significantcontent integration or migration project
27
23
44
5
direct cost savings fromdecommissioning a
legacy system
potential specificbusiness benefits tied
to a particular process
overall businessbenefits tied to
improved collaborationand access toinformation
Other (please specify)
As organizations consider the reasons for a large scaleECM migrationintegration project which do you think
is typically MOST important in getting theproject approved
42
71
15
19
29
18
15
30
18
36
20
Corporate amp Executive level
IT and IT Services
Sales
Marketing
Finance
Human Resources
Customer Service amp Support
Privacy amp Security
Legal
Operations
Records amp Information Management
Which of the following departments (please pick three)do you think are most critical in influencing approval
of a content migrationintegration project
11
55
3
0
7
4
3
3
1
5
9
Corporate amp Executive level
IT and IT Services
Sales
Marketing
Finance
Human Resources
Customer Service amp Support
Privacy amp Security
Legal
Operations
Records amp Information Management
Which department in your organization typicallyholds the budget or a significant content
migrationintegration project
Content Integration
Content Migration
Content Collaboration
What are your spending plans for each of thefollowing over the next 3-6months
no spending no plansspend less continue current spending spend more
$101 $101
$130
Content Integration Content Migration Content Collaboration
What was your budget last year for eachof the following (in 000s)
5118 6 26
4717 11 26
4918 8 25
BUILDING AN EFFECTIVE STRATEGY FOR CONTENT INTEGRATION AND MIGRATION
copy AIIM 2019 wwwaiimorg 17 page AIIM Industry Watch
Things You Need to Know AboutContent Integration and Migration
02
of organizations say migrating content and data from legacy content management systems into more modern systems is a problem
07
03 08
04 09
05
of organizations believe they must modernize their information management strategy in order to address rising levels of informationchaos
01
59
92
62
10
06
60
of organizations are planning asignificant content migration or integration initiative in the next12 months
of organizations struggle with integrating content management capabilities into core line-of-businesssystems
Nearly 40 of organizations have five or more major content management systems
40 They are seeking to move this content INTO 1) cloud-based content services platforms 2) on-premises ECM platforms and 3) cloud-based Office 365 and SharePoint repositories
User education needed - 44 of organizations say that ldquocontent integrationrdquo iswell-understood in their organization while 31disagree
44 31
For 44 the most important benefitsto a significant migration or integrationproject are organizational and strategic ndash improved collaboration and access to information ndash rather than mere cost savings
44
A key goal in any migration project is to avoid business disruption ndash 61 agree that ldquoavoiding a big bang migrationrdquo is an important priority61
Organizations have four primary sources of content that they want to move away from 1) departmental shared drives 2) organizational shared drives 3) individual shared drives and 4) on-premises SharePoint repositories
copy AIIM 2019 wwwaiimorg 18pageAIIM Industry Watch
Helix InternationalAward winning Enterprise Content Management (ECM) solutions company that offers individually tailored solutions to help Retire Migrate Integrate and Manage our customers ECM solutionsHelix International ensures critical data is protected stored and accessed lawfully with regard to the correct use access retention and deletion of data particularly with regard to the new GDPR in EuropeHelix International has successfully migrated 100s of ECM solutions
For further information please visit us at httpwwwhelix-intcom
DEVELOPED IN PARTNERSHIP WITH
AvePointAvePoint accelerates your digital transformation success Over 16000 companies and 6 million SharePoint and Office 365 users worldwide trust AvePoint software and services for their data migration management and protection needs in the cloud on-premises and hybrid environmentsA four-time Microsoft Partner of the Year AvePoint is a Microsoft Global ISV Partner and has been named to the Inc 500|5000 six times and the Deloitte Technology Fast 500trade five times Founded in 2001 AvePoint is privately held and headquartered in Jersey City NJ
Visit us at wwwavepointcom
copy AIIM 2019 wwwaiimorg 19 page AIIM Industry Watch
Systemware IncSystemware has been a pioneer in enterprise content management for nearly 40 years helping the worldrsquos largest and most highly regulated organizations capture content from a variety of business systems find it wherever it is stored and deliver it in the context needed for each business line Their content services platform Content Cloud allows organizations to transition from silos of enterprise content to a content services environment where they can simplify IT infrastructure reduce cost-to-serve and meet security and compliance requirements With Systemware Content Cloud organizations can break down information silos and transform their digital environmentsmdashimproving content access and use workflow efficiency and overall experience for users customers and partnersSystemware is committed to ensuring organizations meet information governance requirements in a manner that optimizes cost and complexity while providing a tailored experience for users Content Cloud helps organizations modernize their content management interoperate with a range of repositories and systems automate their processes personalize their experience and enable their content for business intelligence
For further information please visit us at httpswwwsystemwarecom
DEVELOPED IN PARTNERSHIP WITH
OpenTextOpenTexttrade Content Services help organizations Connect Content to their Digital BusinessOpenText Content Services include comprehensive capture content management and archiving solutions all available in the cloud on-premise or in flexible hybrid configurationsOpenText Content Services help organizations connect content to their digital business and transform to become Intelligent and Connected Enterprises by enhancing
The Digital Workplacebull Enabling the preferred productivity methods of a new generation
of knowledge workersbull Providing simple intuitive tools that drive creation sharing
and collaboration bull Delivering relevant content to users in context of daily tasks
The Digital Businessbull Extending into lead applications such as SAPreg Salesforcereg
and Microsoftregbull Applying metadata and governance rulesmdashautomatically
and consistentlybull Leveraging AI and machine learning for analytics and management
Governance and Securitybull Automating content lifecycle managementbull Implementing industry and government compliance protocolsbull Applying industry-leading security technology
OpenText Content Services Platforms are perennially recognized as Leaders by the most respected analyst firms
Learn more about OpenText Content Services athttpswwwopentextcomecm
More and more organizations face the need to migrate legacy content to a newer content suite either in the cloud or on-premise This may contain hundreds thousands or millions of files and documents with related metadata and business logic that need to be migrated Prove you have the skills to become the leader of your migration project with AIIMrsquos Certified Information Professional Designation
For further information click here
Require a Digital Leader to Help Drive Success
Content Migration Projects
LOOKING
FOR YOURNEXT STEP
CLICK HERE TO JOIN THE ONLINE DISCUSSION
Do you have a question about this research Would you like to discuss these findings with other members of AIIM
Here at AIIM we believe that information is your most important asset and we want to teach you the skills to manage it Wersquove felt this way since 1943 back when this community was foundedSure the technology has come a long way since then and the variety of information wersquore managing has changed a lot but one tenet has remained constant Wersquove always focused on the intersection of people processes and information We help organizations put information to workAIIM is a non-profit organization that provides independent research training and certification for information professionals
copy 2019AIIM8403 Colesville Road Suite 1100Silver Spring MD 20910 USA +1 301 587 8202 wwwaiimorg
AIIM EuropeOffice 1 Broomhall Business CentreWorcester WR5 2NT UK+44 (0)1905 727600wwwaiimorg
Whatrsquos NextThe CIP Can Help You and Your Organization Navigate the World of IIMNow is not the time to wait on your Digital Transformation initiative IIM practices and methodologies are critical to your success and AIIM can help Digital disruption calls for digital leaders with the skills and experience to optimize information assets and transform business Become that leader now through AIIMrsquos Certified Information Professional (CIP) programAIIM worked with industry experts and focus groups to define the body of knowledge necessary for information professionals to understand core IIM practice areas and methodologies built a certification and test based upon this body of knowledge that is available at locations around the world and created a set of training courses and materials to help information professionals prepare for the examination The path to CIP should be fairly simple for information practitioners who already have expertise and work experience AIIM has a number of resources that can help practitioners at all levels prepare to become a Certified Information Professionaln CIP Data Sheetn CIP Exam Outlinen CIP Study Guide (free to professional members
nonmember fee is $60 USD) n AIIM Training Coursesn Online CIP Prep Coursen In-Person CIP Prep Classesn Practice Exam
CIPs reflect a more integrated more holistic view of information management Changes in one process technology or practice invariably affect others in the organization CIPs are able to see the forest and the trees and understand and plan for these outcomes Because of this CIPs will identify and understand changes that could cause compliance issues thereby reducing liability Organizations that manage their information more effectively enjoy reduced costs faster time to market increased revenues and cash flow and increased business agility CIPs are uniquely positioned to help organizations achieve these benefits because they understand the interactions between different information intensive processes and activities
copy AIIM 2019 wwwaiimorg 2pageAIIM Industry Watch
Helix International7150 Camino Del Rey Dr NE Rockford Michigan 49341 United States q (616) 633-8174 E spoonerhelix-intcom H wwwhelix-intcom
Systemware Inc15301 Dallas Parkway Suite 1100Addison TX 75001United Statesq (972) 239-0200H wwwsystemwarecom
ABOUT THE RESEARCH
As the non-profit association dedicated to nurturing growing and supporting the information management community AIIM is proud to provide this research at no charge to our members In this way the entire community can leverage the education thought leadership and direction provided by our work We would like these research findings to be as widely distributed as possible Feel free to use individual elements of this research in presentations and publications with the attribution mdash ldquocopy AIIM 2019 wwwaiimorgrdquo Permission is not given for other aggregators to host this report on their own website Rather than redistribute a copy of this report to your colleagues or clients we would prefer that you direct them to wwwaiimorgresearch for a download of their own Our ability to deliver such high-quality research is partially made possible by underwriters without whom we would have to use a paid subscription model For that we hope you will join us in thanking our underwriters
AvePoint Inc525 Washington Blvd Suite 1400Jersey City New Jersey 07310United Statesq +1 2017931111E salesavepointcomH wwwavepointcom
OpenText275 Frank Tompa DriveWaterloo OntarioCanada N2L 0A1q +1 800-499-6544H wwwopentextcom
copy AIIM 2019 wwwaiimorg 3 page AIIM Industry Watch
Delivering the priorities and opinions of AIIMrsquos 155000 community
Industry Watch
CONTENTSTABLE OF
ABOUT THE RESEARCH 2PROCESS USED AND SURVEY DEMOGRAPHICS 4ABOUT AIIM 4ABOUT THE AUTHOR 4ABOUT AIIMrsquoS INDUSTRY WATCH RESEARCH 5
ABOUT THIS SURVEY 5
INTRODUCTION 6
UNDERSTANDING THE CONNECTION BETWEEN DIGITAL TRANSFORMATION AND INTELLIGENT INFORMATION MANAGEMENT 7
1 ndash WHAT SPECIFIC BUSINESS PROBLEMS ARE DRIVING INTEREST IN CONTENT MIGRATION AND INTEGRATION 10
2 ndash HOW WELL-UNDERSTOOD ARE THE SOLUTIONS TO SOLVE CORE CONTENT INTEGRATION AND MIGRATION PROBLEMS 12
3 ndash HOW ARE END USER ORGANIZATIONS PRIORITIZING THEIR SPENDING OPTIONS IN ORDER TO MODERNIZE THEIR INFORMATION TOOLKIT 15
10 THINGS YOU NEED TO KNOW ABOUT CONTENT MIGRATION AND INTEGRATION 17
DEVELOPED IN PARTNERSHIP WITH18AvePoint 18Helix International 18OpenText 19Systemware Inc 19
LOOKING FOR YOUR NEXT STEP 20
WHATrsquoS NEXT 21Certified Information Professional (CIP) 21
copy AIIM 2019 wwwaiimorg 4pageAIIM Industry Watch
Here at AIIM we believe that information is your most important asset and we want to teach you the skills to manage it Wersquove felt this way since 1943 back when this community was foundedSure the technology has come a long way since then and the variety of information wersquore managing has changed a lot but one tenet has remained constant mdash wersquove always focused on the intersection of people processes and information We help organizations put information to workAIIM is a non-profit organization that provides independent research training and certification for information professionals Visit us at wwwaiimorg
About AIIM
PROCESS USED AND SURVEY DEMOGRAPHICS
John Mancini
About the author
John Mancini is a Past President of AIIM He is a well-known author and speaker on information management and digital transformation As a frequent keynote speaker John offers his expertise on Digital Transformation and the struggle to overcome Information Chaos He blogs under the title Digital Landfill (httpinfoaiimorgdigital-landfill) has more than 11000 Twitter followers 6000 Linkedin followers and can be found on most social media as jmancini77 He has published more than 25 e-books the most recent beingn GDPR After the Deadlinen Automating Compliance and Governance n How does the Office 365 Revolution Impact Governance and
Process Automationn Enhancing Your RPA Implementation with Intelligent Informationn The State of Intelligent Information Management Getting Ahead of
the Digital Transformation Curve
copy AIIM 2019 wwwaiimorg 5 page AIIM Industry Watch
About AIIMrsquos Industry Watch ResearchOver two years ago AIIM introduced the concept of Intelligent Information Management or IIM and began researching the connections between IIM and Digital Transformation
AIIMrsquos IIM roadmap provides the following key capabilities
n CONTENT SERVICES ndash a flexible and modular approach that utilizes content and information wherever and whenever it is needed independent of the legacy ECM preoccupation of where it is stored
n PROCESS SERVICES ndash process tools that can be delivered with the simplicity of an app but within a framework that allows the business to remain in control and
n ANALYTICS SERVICES ndash automated tools to prepare ALL of its information ndash both structured and unstructured ndash for machine learning
ANALYTICSSERVICES
CONTENTSERVICES
PROCESSSERVICES
INTEL
LIG
ENT
I
NFORMATION MA
NA
GEM
ENT
Metadata and Taxonomy Management
PII Identification and Protection
User Personalization
Data Recognition Extraction and Standardization
Analytics Services
Business Process Management (BPM)
Robotic Process Automation (RPA)
Case Management
Decision Management
Process Services
Content ServicesMulti-Channel Capture
Records Managementand Preservation
Content Migration Integrationand Collaboration
Document Management
The term SERVICES is intentional in this definition because a modern enterprise must be able to link these capabilities together on the fly to respond to a continually changing business environmentOur 2019 Industry Watch research program looks at the impact of the rising tide of information chaos its impact on the effectiveness of Transformation initiatives and the adoption rates of core IIM technology building blocks AIIM Industry Watch reports examine core IIM building blocks as well as the key issues that surround them
The key drivers motivating potential customers Buying intentions and key purchase drivers during the next
12 months Obstacles faced during the acquisition and implementation
process and Business results achieved through IIM technologies
Our focus areas this year (with forecast release dates in parentheses) are
State of Industry ndash Content Services (March) Key Issues ndash Building an Effective Strategy for Content
Migration and Integration (April) Key Issues ndash Empowering the Digital Workplace (May) Key Issues ndash The Role of Intelligent Capture in Battling
Information Chaos (June) State of the Industry ndash Process Services (July) Key Issues ndash Integrating Content into Your RPAIntelligent
Automation Strategy (September) Key Issues ndash Understanding the Office 365 Revolution
(October) State of the Industry ndash Analytics Services (November)
copy AIIM 2019 wwwaiimorg 6pageAIIM Industry Watch
ABOUT THIS SURVEY
Introduction
We value our objectivity and independence as a non-profit industry association The results of the survey and the market commentary made in this report are independent of any bias from the vendor community The survey was taken using a web-based tool in late March 2019 The survey sample was a mix of respondents from the AIIM population (in the AIIM database but not necessarily AIIM members ndash about 40 of the total) and a sample of respondents completely independent of AIIM (about 60) The respondents in the non-AIIM sample were directors managers and other decision makers whose field of expertise was in Technology Implementation Technology Development Hardware (not only IT) Technology Development Software (not only IT) and Executive LeadershipA total of 255 individuals participated in the surveyThe core areas of responsibility for the survey participants were 42 information technologyIT 10 line of business 9 compliance security legal and 27 DM CM RM79 of participants were from organizations with gt 100 employees 38 from organizations with gt 1000 employees Organizations with less than 10 employees were excluded46 of the participants were from outside North AmericaThe largest industry segments represented in the survey were 1) Manufacturing Aerospace Food Processing 2) Finance Banking Insurance 3) High Tech 4) Retail Transportation Real Estate and 5) State and Local Government
Which is the best description of the departmentin which you work
Approximately how many employees arethere in your organization
Which of the following best describes theprimary business of your organization
27
10
42
9 11
RM DMCM
Line ofbusiness
IT ComplianceSecurity Legal
Other
21
4138
10-100 100-1000 over 1000
54
27
15
40
NA UK ampEMEA
Asia PacIndia
AusNZ
CASA
Where is your organization headquartered
8
116
107
2
14
42
57
83
21
47
Government amp Public Services - LocalStateFinance Banking Insurance
Government amp Public Services ndash NationalInternationalIT amp High Tech
EducationNon-Profit Charity
Manufacturing Aerospace Food ProcessEnergy Oil amp Gas Mining
ConsultantsEngineering amp Construction
HealthcareRetail Transport Real Estate
Telecoms Water UtilitiesMedia Entertainment Publishing
Document Services ProviderLegal and Professional Services
Other
30
60
10
Above average Average Below average
How would you rate the overall PROFITABILITY (or EFFECTIVENESS if youre a non-profit or government
agency) of your organization compared to othersin your industry or peer group
Which is the best description of the departmentin which you work
Approximately how many employees arethere in your organization
Which of the following best describes theprimary business of your organization
27
10
42
9 11
RM DMCM
Line ofbusiness
IT ComplianceSecurity Legal
Other
21
4138
10-100 100-1000 over 1000
54
27
15
40
NA UK ampEMEA
Asia PacIndia
AusNZ
CASA
Where is your organization headquartered
8
116
107
2
14
42
57
83
21
47
Government amp Public Services - LocalStateFinance Banking Insurance
Government amp Public Services ndash NationalInternationalIT amp High Tech
EducationNon-Profit Charity
Manufacturing Aerospace Food ProcessEnergy Oil amp Gas Mining
ConsultantsEngineering amp Construction
HealthcareRetail Transport Real Estate
Telecoms Water UtilitiesMedia Entertainment Publishing
Document Services ProviderLegal and Professional Services
Other
30
60
10
Above average Average Below average
How would you rate the overall PROFITABILITY (or EFFECTIVENESS if youre a non-profit or government
agency) of your organization compared to othersin your industry or peer group
Which is the best description of the departmentin which you work
Approximately how many employees arethere in your organization
Which of the following best describes theprimary business of your organization
27
10
42
9 11
RM DMCM
Line ofbusiness
IT ComplianceSecurity Legal
Other
21
4138
10-100 100-1000 over 1000
54
27
15
40
NA UK ampEMEA
Asia PacIndia
AusNZ
CASA
Where is your organization headquartered
8
116
107
2
14
42
57
83
21
47
Government amp Public Services - LocalStateFinance Banking Insurance
Government amp Public Services ndash NationalInternationalIT amp High Tech
EducationNon-Profit Charity
Manufacturing Aerospace Food ProcessEnergy Oil amp Gas Mining
ConsultantsEngineering amp Construction
HealthcareRetail Transport Real Estate
Telecoms Water UtilitiesMedia Entertainment Publishing
Document Services ProviderLegal and Professional Services
Other
30
60
10
Above average Average Below average
How would you rate the overall PROFITABILITY (or EFFECTIVENESS if youre a non-profit or government
agency) of your organization compared to othersin your industry or peer group
copy AIIM 2019 wwwaiimorg 7 page AIIM Industry Watch
BUILDING AN EFFECTIVE STRATEGY FOR CONTENT INTEGRATION AND MIGRATION
In addition during the survey we asked respondents to self-assess the performance of their organization (ldquoprofitabilityrdquo for companies ldquoeffectivenessrdquo for non-profits and governmental agencies) relative to other organizations in their peer group and score their performance as either ldquoabove averagerdquo (32) ldquoaveragerdquo (56) or ldquobelow averagerdquo (12) Throughout this eBook we have broken out some of the responses by these categories to establish the link between organizational performance and IIM maturity and effectivenessWe have also used data from previous AIIM market research reports to illustrate particular points The specific reports used are footnoted
Understanding the Connection Between Digital Transformation and Intelligent Information Management
Every organization is on ndash or should be on ndash a Digital Transformation journey 79 of organizations realize that they must transform into a true digital business in order to survive As the currency that fuels and funds the journey information is an organizationrsquos most valuable asset1
As organizations begin their Digital Transformation efforts they are focusing on three key areas for improvement 1) IT processes and their modernization (58 to give them more business agility) 2) Information Governance (42 to make their information assets more findable accurate and accessible to machines) and Customer Experiences (39 to increase value to customers and head off potential digital disruptors)2
Which is the best description of the departmentin which you work
Approximately how many employees arethere in your organization
Which of the following best describes theprimary business of your organization
27
10
42
9 11
RM DMCM
Line ofbusiness
IT ComplianceSecurity Legal
Other
21
4138
10-100 100-1000 over 1000
54
27
15
40
NA UK ampEMEA
Asia PacIndia
AusNZ
CASA
Where is your organization headquartered
8
116
107
2
14
42
57
83
21
47
Government amp Public Services - LocalStateFinance Banking Insurance
Government amp Public Services ndash NationalInternationalIT amp High Tech
EducationNon-Profit Charity
Manufacturing Aerospace Food ProcessEnergy Oil amp Gas Mining
ConsultantsEngineering amp Construction
HealthcareRetail Transport Real Estate
Telecoms Water UtilitiesMedia Entertainment Publishing
Document Services ProviderLegal and Professional Services
Other
30
60
10
Above average Average Below average
How would you rate the overall PROFITABILITY (or EFFECTIVENESS if youre a non-profit or government
agency) of your organization compared to othersin your industry or peer group
3940
20
2
Very important Important Somewhatimportant
Not importantat all
How important is DIGITAL TRANSFORMATIONto your organization
25
29
21
30
23
39
18
58
30
34
42
Production and inventory
Research and Development
Purchasing
Marketing
Sales
Customer service
Field services
IT processes
Human Resource Management
Accounting and Finance
Information Governance
Which processes are the focus of your Digital Transformationefforts (check as many as apply)
2
25
21
16
10
75
6
2
5
X 2X 3X 4X 5X 6X 7X 8X 9X 10X
Think about the huge amounts of data and information currentlycoming into your organization (call this current volume ldquoXrdquo)
What do you predict this volume will be in 2 years
8
18
23
19
11
9 9
1 2
90 80 70 60 50 40 30 20 10
Think about ALL of the information in your organization Whatwould be your best guess for the percentage of the total that
is unstructured INFORMATION
64
28
2
5
1
Completely agree
Somewhat agree
No opinion
Somewhat disagree
Completely disagree
Our information management strategy needs to bemodernized to meet modern problems
1 AIIM 2019 State of the Industry ndash Content Services Overall N = 3072 AIIM 2019 State of the Industry ndash Content Services Overall N = 307
Additional reading from Helix Helix International is a consulting and software company that focuses on Document and Data Solutions for documents and data intersection Its focal technology is the MARS Platform which serves as the framework for building applications and connecting data document repositories on disparate platforms See how HELIX International Migrates 50 TB of data for a large Hospital
copy AIIM 2019 wwwaiimorg 8pageAIIM Industry Watch
A rising tide of information chaos and confusion imperils these desired Digital Transformation journeys The volume velocity and variety of information that most organizations need to manage store and protect now exceeds their ability to even marginally keep pace with big content challenges On average organizations expect the volume of information coming into their organizations to grow from X to 42X over the next two years3 And most importantly for those who care about content management and content services they expect over 60 of this information to be unstructured (like a contract or a conversation) or semi-structured (like an invoice or a form)4
This rising tide of information chaos and confusion is creating a demand for new information management practices that extend beyond traditional Enterprise Content Management 92 of organizations believe that they must modernize their information management strategy in order to meet this challenge5
3 AIIM 2018 Automating Governance and Compliance Overall N = 275 4 AIIM 2018 Enhancing Your RPA Implementation with Intelligent Information Overall N = 2265 AIIM 2018 Meeting the Challenge of Digital Transformation Overall N = 366
3940
20
2
Very important Important Somewhatimportant
Not importantat all
How important is DIGITAL TRANSFORMATIONto your organization
25
29
21
30
23
39
18
58
30
34
42
Production and inventory
Research and Development
Purchasing
Marketing
Sales
Customer service
Field services
IT processes
Human Resource Management
Accounting and Finance
Information Governance
Which processes are the focus of your Digital Transformationefforts (check as many as apply)
2
25
21
16
10
75
6
2
5
X 2X 3X 4X 5X 6X 7X 8X 9X 10X
Think about the huge amounts of data and information currentlycoming into your organization (call this current volume ldquoXrdquo)
What do you predict this volume will be in 2 years
8
18
23
19
11
9 9
1 2
90 80 70 60 50 40 30 20 10
Think about ALL of the information in your organization Whatwould be your best guess for the percentage of the total that
is unstructured INFORMATION
64
28
2
5
1
Completely agree
Somewhat agree
No opinion
Somewhat disagree
Completely disagree
Our information management strategy needs to bemodernized to meet modern problems
3940
20
2
Very important Important Somewhatimportant
Not importantat all
How important is DIGITAL TRANSFORMATIONto your organization
25
29
21
30
23
39
18
58
30
34
42
Production and inventory
Research and Development
Purchasing
Marketing
Sales
Customer service
Field services
IT processes
Human Resource Management
Accounting and Finance
Information Governance
Which processes are the focus of your Digital Transformationefforts (check as many as apply)
2
25
21
16
10
75
6
2
5
X 2X 3X 4X 5X 6X 7X 8X 9X 10X
Think about the huge amounts of data and information currentlycoming into your organization (call this current volume ldquoXrdquo)
What do you predict this volume will be in 2 years
8
18
23
19
11
9 9
1 2
90 80 70 60 50 40 30 20 10
Think about ALL of the information in your organization Whatwould be your best guess for the percentage of the total that
is unstructured INFORMATION
64
28
2
5
1
Completely agree
Somewhat agree
No opinion
Somewhat disagree
Completely disagree
Our information management strategy needs to bemodernized to meet modern problems
3940
20
2
Very important Important Somewhatimportant
Not importantat all
How important is DIGITAL TRANSFORMATIONto your organization
25
29
21
30
23
39
18
58
30
34
42
Production and inventory
Research and Development
Purchasing
Marketing
Sales
Customer service
Field services
IT processes
Human Resource Management
Accounting and Finance
Information Governance
Which processes are the focus of your Digital Transformationefforts (check as many as apply)
2
25
21
16
10
75
6
2
5
X 2X 3X 4X 5X 6X 7X 8X 9X 10X
Think about the huge amounts of data and information currentlycoming into your organization (call this current volume ldquoXrdquo)
What do you predict this volume will be in 2 years
8
18
23
19
11
9 9
1 2
90 80 70 60 50 40 30 20 10
Think about ALL of the information in your organization Whatwould be your best guess for the percentage of the total that
is unstructured INFORMATION
64
28
2
5
1
Completely agree
Somewhat agree
No opinion
Somewhat disagree
Completely disagree
Our information management strategy needs to bemodernized to meet modern problems
3940
20
2
Very important Important Somewhatimportant
Not importantat all
How important is DIGITAL TRANSFORMATIONto your organization
25
29
21
30
23
39
18
58
30
34
42
Production and inventory
Research and Development
Purchasing
Marketing
Sales
Customer service
Field services
IT processes
Human Resource Management
Accounting and Finance
Information Governance
Which processes are the focus of your Digital Transformationefforts (check as many as apply)
2
25
21
16
10
75
6
2
5
X 2X 3X 4X 5X 6X 7X 8X 9X 10X
Think about the huge amounts of data and information currentlycoming into your organization (call this current volume ldquoXrdquo)
What do you predict this volume will be in 2 years
8
18
23
19
11
9 9
1 2
90 80 70 60 50 40 30 20 10
Think about ALL of the information in your organization Whatwould be your best guess for the percentage of the total that
is unstructured INFORMATION
64
28
2
5
1
Completely agree
Somewhat agree
No opinion
Somewhat disagree
Completely disagree
Our information management strategy needs to bemodernized to meet modern problems
BUILDING AN EFFECTIVE STRATEGY FOR CONTENT INTEGRATION AND MIGRATION
copy AIIM 2019 wwwaiimorg 9 page AIIM Industry Watch
This means that organizations must embrace much more modular and flexible content services strategies and platforms However ripping out existing systems that perform mission critical functions in order to ldquomodernizerdquo is not something an organization operating at significant scale can approach cavalierly The challenge is somewhat akin to attempting to change the wiring in a house while the power is still onContent migration and integration technologies provide a bridge allowing organizations to manage this change Doing so allows them to continue to leverage the value of past technology systems and investments maintain business and process continuity and also simultaneously embark upon needed change and modernizationIn this eBook we consider these core questions
BUILDING AN EFFECTIVE STRATEGY FOR CONTENT INTEGRATION AND MIGRATION
1 What specific business problems are driving interest in content migration and integration
2 How well-understood are the solutions to solve core content integration and migration problems
3 How are end user organizations prioritizing their spending options in order to modernize their information toolkit
copy AIIM 2019 wwwaiimorg 10pageAIIM Industry Watch
1 ndash What specific business problems are driving interest in content migration and integration
Every organization ndash regardless of industry ndash is now a technology organization But rising information chaos is a very real and strategic threat to the ability of organizations to succeed or even survive An effective Content Services strategy is key to addressing these challengesWithin this context many core information management problems are still unsolved by end users6
But how are organizations approaching this modernization challenge What kinds of problems are they encountering along the wayHow do organizations with existing ndash and multiple ndash content implementations think through the modernization challengeThe good news for many organizations is that it is easier than ever to deploy content management systems This is also the bad news and there seems no end to the balkanization of content capabilities A decade ago organizations could speculate about the possibility of one content repository to meet all needs the reality is that this has always been ndash and will continue to be ndash a false hope Nearly 40 of organizations have five or more major content management systems
This is not likely to change moving forward Only 14 of organizations believe that they will have fewer content platforms to manage in two years and 48 percent believe the number of content platforms will actually grow over the next two years
Integrating content management capabilitiesinto core line-of-business applications
Migrating content and data from legacy contentmanagement systems into more modern systems
Converting unstructured information and contentinto data that can be understood by machines
Getting widespread user adoption ofour content management system(s)
Classifying and applying metadatato archived content
How significant a problem are each of thefollowing for your organization
A problemA significant problem No opinion Not a problem at all
3133
23
67
1-2 platforms 3-4 platforms 5-6 platforms 7-8 platforms more than 8platforms
Approximately how many content managementplatforms are currently in active use in
your organization
13
35
39
12
2
A lot more thannow
More thannow
About thesame
Less thannow
A lot lessthan now
How many content management platformsdo you think you will have in two years
Our efforts to modernize our informationinfrastructure are hampered by the mission-
critical functions performed by our legacysystems
Accessing content across different contentplatforms is a major challenge for our
knowledge workers
Agree or DisagreeNo opinionSomewhat agreeStrongly agree
Somewhat disagree Strongly disagree
Migrating information from on-premises repositories to cloud
repositories
Migrating content from oneECM platform to another
Getting rid of redundant trivialand obsolete information
How significant a problem is thisA significant problem A problem
4215 32
4219 27
4214 37
4613 32
4416 33
4424 10
3734 9
30
37
16
42
16
43
Integrating content management capabilitiesinto core line-of-business applications
Migrating content and data from legacy contentmanagement systems into more modern systems
Converting unstructured information and contentinto data that can be understood by machines
Getting widespread user adoption ofour content management system(s)
Classifying and applying metadatato archived content
How significant a problem are each of thefollowing for your organization
A problemA significant problem No opinion Not a problem at all
3133
23
67
1-2 platforms 3-4 platforms 5-6 platforms 7-8 platforms more than 8platforms
Approximately how many content managementplatforms are currently in active use in
your organization
13
35
39
12
2
A lot more thannow
More thannow
About thesame
Less thannow
A lot lessthan now
How many content management platformsdo you think you will have in two years
Our efforts to modernize our informationinfrastructure are hampered by the mission-
critical functions performed by our legacysystems
Accessing content across different contentplatforms is a major challenge for our
knowledge workers
Agree or DisagreeNo opinionSomewhat agreeStrongly agree
Somewhat disagree Strongly disagree
Migrating information from on-premises repositories to cloud
repositories
Migrating content from oneECM platform to another
Getting rid of redundant trivialand obsolete information
How significant a problem is thisA significant problem A problem
4215 32
4219 27
4214 37
4613 32
4416 33
4424 10
3734 9
30
37
16
42
16
43
Integrating content management capabilitiesinto core line-of-business applications
Migrating content and data from legacy contentmanagement systems into more modern systems
Converting unstructured information and contentinto data that can be understood by machines
Getting widespread user adoption ofour content management system(s)
Classifying and applying metadatato archived content
How significant a problem are each of thefollowing for your organization
A problemA significant problem No opinion Not a problem at all
3133
23
67
1-2 platforms 3-4 platforms 5-6 platforms 7-8 platforms more than 8platforms
Approximately how many content managementplatforms are currently in active use in
your organization
13
35
39
12
2
A lot more thannow
More thannow
About thesame
Less thannow
A lot lessthan now
How many content management platformsdo you think you will have in two years
Our efforts to modernize our informationinfrastructure are hampered by the mission-
critical functions performed by our legacysystems
Accessing content across different contentplatforms is a major challenge for our
knowledge workers
Agree or DisagreeNo opinionSomewhat agreeStrongly agree
Somewhat disagree Strongly disagree
Migrating information from on-premises repositories to cloud
repositories
Migrating content from oneECM platform to another
Getting rid of redundant trivialand obsolete information
How significant a problem is thisA significant problem A problem
4215 32
4219 27
4214 37
4613 32
4416 33
4424 10
3734 9
30
37
16
42
16
43
BUILDING AN EFFECTIVE STRATEGY FOR CONTENT INTEGRATION AND MIGRATION
6 AIIM 2019 State of the Industry ndash Content Services Overall N = 307
Additional reading from Systemware An Automated Approach To Fast Report Extraction Systemwarersquos customer care and problem-solving mindset help the accounting group of a Fortune 500 Grocer automate its payroll report extraction ndash reducing year-end processing by 97 from 112 hours to three hours
copy AIIM 2019 wwwaiimorg 11 page AIIM Industry Watch
The problem of seamless content accessibility and availability is not just a matter of the number of repositories It is also a problem because a significant volume of critical content is not lodged within a dedicated content system at all but actually stored within a line of business process platform that often lacks core content and records capabilities This is due to the historic difficulty of integrating content capabilities beyond the initial process in which an ECM system was deployed Content integration remains a challenge for most organizations While most organizations continue to increase the number of content systems they use a rising portion of critical business content (now 54) remains OUTSIDE those content management systems7
Over five years ago AIIM asked end-user organizations this question ldquoWhat proportion of your unstructured content and information (excluding emails) would you say is stored in enterprise systems (ERP HR Finance CRM Project Management LOB etc) INSTEAD OF in a Content ManagementDM system(s) ndash and is not accessible through your Content ManagementDM system(s)rdquo
2018 20130 28 27
10 54 68
20 76 83
30 101 122
40 101 86
50 108 116
60 127 98
70 146 131
80 123 101
90 136 169
Average 544 535
The desire for more modular content capabilities surfaceable in context within multiple business processes is at the core of the evolution of the content space from ECM to Content ServicesTwo out of three organizations say that their efforts to address these problems ndash the efforts to modernize ndash are hampered by their reliance on the mission critical functions performed by their legacy systems This translates into suboptimal productivity for knowledge workers 71 of organizations say that accessing content across multiple platforms is a major challenge
This translates into a set of business problems that can only be addressed with a content migration strategy ndash moving information from one place to another ndash or a content integration strategy ndash establishing a platform to access and manage content no matter the repository or platform in which it is located As organizations consider these strategies a core driver is a familiar one in the content and records management space ndash how to responsibly dispose of information that is no longer needed for business legal or compliance purposes
Integrating content management capabilitiesinto core line-of-business applications
Migrating content and data from legacy contentmanagement systems into more modern systems
Converting unstructured information and contentinto data that can be understood by machines
Getting widespread user adoption ofour content management system(s)
Classifying and applying metadatato archived content
How significant a problem are each of thefollowing for your organization
A problemA significant problem No opinion Not a problem at all
3133
23
67
1-2 platforms 3-4 platforms 5-6 platforms 7-8 platforms more than 8platforms
Approximately how many content managementplatforms are currently in active use in
your organization
13
35
39
12
2
A lot more thannow
More thannow
About thesame
Less thannow
A lot lessthan now
How many content management platformsdo you think you will have in two years
Our efforts to modernize our informationinfrastructure are hampered by the mission-
critical functions performed by our legacysystems
Accessing content across different contentplatforms is a major challenge for our
knowledge workers
Agree or DisagreeNo opinionSomewhat agreeStrongly agree
Somewhat disagree Strongly disagree
Migrating information from on-premises repositories to cloud
repositories
Migrating content from oneECM platform to another
Getting rid of redundant trivialand obsolete information
How significant a problem is thisA significant problem A problem
4215 32
4219 27
4214 37
4613 32
4416 33
4424 10
3734 9
30
37
16
42
16
43
Integrating content management capabilitiesinto core line-of-business applications
Migrating content and data from legacy contentmanagement systems into more modern systems
Converting unstructured information and contentinto data that can be understood by machines
Getting widespread user adoption ofour content management system(s)
Classifying and applying metadatato archived content
How significant a problem are each of thefollowing for your organization
A problemA significant problem No opinion Not a problem at all
3133
23
67
1-2 platforms 3-4 platforms 5-6 platforms 7-8 platforms more than 8platforms
Approximately how many content managementplatforms are currently in active use in
your organization
13
35
39
12
2
A lot more thannow
More thannow
About thesame
Less thannow
A lot lessthan now
How many content management platformsdo you think you will have in two years
Our efforts to modernize our informationinfrastructure are hampered by the mission-
critical functions performed by our legacysystems
Accessing content across different contentplatforms is a major challenge for our
knowledge workers
Agree or DisagreeNo opinionSomewhat agreeStrongly agree
Somewhat disagree Strongly disagree
Migrating information from on-premises repositories to cloud
repositories
Migrating content from oneECM platform to another
Getting rid of redundant trivialand obsolete information
How significant a problem is thisA significant problem A problem
4215 32
4219 27
4214 37
4613 32
4416 33
4424 10
3734 9
30
37
16
42
16
43
BUILDING AN EFFECTIVE STRATEGY FOR CONTENT INTEGRATION AND MIGRATION
7 AIIM 2018 Meeting the Challenge of Digital Transformation Overall N = 366
copy AIIM 2019 wwwaiimorg 12pageAIIM Industry Watch
2 ndash How well-understood are the solutions to solve core content integration and migration problems
The rising volume of information and its potential value to customer experiences is changing what is needed from content management systems Organizations clearly understand that they have an information modernization problem but are struggling with solutions as the tide of information chaos rises
Content migration and content integration are not necessarily mutually exclusive ndash most organizations seeking to modernize employ some combination ndash but they are differentWhen thinking about a content migration project most organizations typically have both a ldquofromrdquo and a ldquotordquo in mind Organizations have four primary sources of content that they want to move away from 1) departmental shared drives 2) organizational shared drives 3) individual shared drives and 4) on-premises SharePoint repositories They are seeking to move this content INTO 1) cloud-based content services platforms 2) on-premises ECM platforms and 3) cloud-based Office 365 and SharePoint repositories
35
46
41
28
31
30
35
14
3
hard drives on individual computers
department shared drives
organization shared drives
On-premise ECM platforms
On-premise content services platforms
Cloud-based content services platforms
On-premise SharePoint repositories
Cloud-based SharePoint and Office365repositories
Other (please specify)
From WHERE are you tryingto migrate content
17
20
20
33
25
40
25
31
2
hard drives on individual computers
department shared drives
organization shared drives
On-premise ECM platforms
On-premise content services platforms
Cloud-based content services platforms
On-premise SharePoint repositories
Cloud-based SharePoint and Office365repositories
Other (please specify)
Where are you trying to migrate content TO
Leaders
Average
Laggards
Agree or Disagree The term content integrationis well-understood in our organization
No opinionSomewhat agreeStrongly agree Somewhat disagree Strongly disagree
14
18
27
16
8 79
Improvecustomer
responsiveness
Improveknowledge
workerproductivity
Improveorganizationalflexibility and
agility
Reducebusiness risk
Avoid changingcurrent recordsmanagementand retention
policies
Avoid changingtransactional
processesbased on a
specificrepository
To make aphased
migration overtime possible
What is the MOST important reason to considera content integration platform
-1
4
13
-12
0
-1
-1
Improve customer responsiveness
Improve knowledge worker productivity
Improve organizational flexibility and agility
Reduce business risk
Avoid changing current records managementand retention policies
Avoid changing transactional processes basedon a specific repository
To make a phased migration over time possible
Percentage point difference between leading vs laggingorganizations -- THE most important potential benefit
of a content integration initiative
8
41
31
10 11
Great mdashSunshine and rainbows
Pretty good mdashA walk in the park
Not so good mdashA root canal
Awful mdashOpen heart surgery
We havenrsquot done a significant content
migration or integration yet
The last time your organization conducted a significant contentmigration or integration project how would you
describe the experience
24 324 32
33 229 7
26 2128 7
35
46
41
28
31
30
35
14
3
hard drives on individual computers
department shared drives
organization shared drives
On-premise ECM platforms
On-premise content services platforms
Cloud-based content services platforms
On-premise SharePoint repositories
Cloud-based SharePoint and Office365repositories
Other (please specify)
From WHERE are you tryingto migrate content
17
20
20
33
25
40
25
31
2
hard drives on individual computers
department shared drives
organization shared drives
On-premise ECM platforms
On-premise content services platforms
Cloud-based content services platforms
On-premise SharePoint repositories
Cloud-based SharePoint and Office365repositories
Other (please specify)
Where are you trying to migrate content TO
Leaders
Average
Laggards
Agree or Disagree The term content integrationis well-understood in our organization
No opinionSomewhat agreeStrongly agree Somewhat disagree Strongly disagree
14
18
27
16
8 79
Improvecustomer
responsiveness
Improveknowledge
workerproductivity
Improveorganizationalflexibility and
agility
Reducebusiness risk
Avoid changingcurrent recordsmanagementand retention
policies
Avoid changingtransactional
processesbased on a
specificrepository
To make aphased
migration overtime possible
What is the MOST important reason to considera content integration platform
-1
4
13
-12
0
-1
-1
Improve customer responsiveness
Improve knowledge worker productivity
Improve organizational flexibility and agility
Reduce business risk
Avoid changing current records managementand retention policies
Avoid changing transactional processes basedon a specific repository
To make a phased migration over time possible
Percentage point difference between leading vs laggingorganizations -- THE most important potential benefit
of a content integration initiative
8
41
31
10 11
Great mdashSunshine and rainbows
Pretty good mdashA walk in the park
Not so good mdashA root canal
Awful mdashOpen heart surgery
We havenrsquot done a significant content
migration or integration yet
The last time your organization conducted a significant contentmigration or integration project how would you
describe the experience
24 324 32
33 229 7
26 2128 7
BUILDING AN EFFECTIVE STRATEGY FOR CONTENT INTEGRATION AND MIGRATION
copy AIIM 2019 wwwaiimorg 13 page AIIM Industry Watch
A key goal in any migration project is to avoid business disruption ndash 61 agree that ldquoavoiding a big bang migrationrdquo is an important priority 57 ldquodonrsquot make a distinction between data migration and content migrationrdquoContent integration seeks to avoid some of the disruptive challenges associated with migration by using a platform to access and manage content without moving it A challenge in undertaking a content integration project is that the term is still not well-understood by organizations 44 of organizations agree that ldquocontent integrationrdquo is well-understood in their organization while 31 disagreeWhile there are myriad reasons for undertaking a content integration project two useful questions to ask are 1) how widespread is understanding of the term ldquocontent integrationrdquo and 2) what do users see as the MOST important reason for undertaking such an initiativeThe term ldquocontent integrationrdquo is currently better understood by solution providers than it is by end users This is not unusual sell-side companies are often eager to hop on new marketing terms as a source of differentiation as are analyst companies looking to distinguish their consulting practicesThe data suggests that the very companies that would most benefit from a content rationalization and integration initiative ndash those with profit or service performance problems relative to their peers ndash have the lowest understanding of what the term means This suggests the need for ldquotop of funnelrdquo market education efforts ndash so users can put a name to the problem they are experiencing ndash before immediately moving into sell mode These lagging companies understand they have a problem (92 say accessing content across different content platforms is a problem 30 percentage points higher than the result for average or leading organizations) but they have not yet assigned a name to the solution set tied to this problem and are thus likely to encounter internal friction during acquisition
Conventional wisdom suggests that cost reduction is a primary reason for undertaking such an initiative along with mitigating information risk tied to eDiscovery The data suggests that most organizations view the value of a migration or integration project higher on the chain The most important reason cited for undertaking such an initiative is to improve organizational flexibility and agility (27) followed closely by improving knowledge worker productivity (18) This suggests that end-user organizations understand the problems created in their organizations by overflowing and incompatible information silos and recognize the need to do something about them
35
46
41
28
31
30
35
14
3
hard drives on individual computers
department shared drives
organization shared drives
On-premise ECM platforms
On-premise content services platforms
Cloud-based content services platforms
On-premise SharePoint repositories
Cloud-based SharePoint and Office365repositories
Other (please specify)
From WHERE are you tryingto migrate content
17
20
20
33
25
40
25
31
2
hard drives on individual computers
department shared drives
organization shared drives
On-premise ECM platforms
On-premise content services platforms
Cloud-based content services platforms
On-premise SharePoint repositories
Cloud-based SharePoint and Office365repositories
Other (please specify)
Where are you trying to migrate content TO
Leaders
Average
Laggards
Agree or Disagree The term content integrationis well-understood in our organization
No opinionSomewhat agreeStrongly agree Somewhat disagree Strongly disagree
14
18
27
16
8 79
Improvecustomer
responsiveness
Improveknowledge
workerproductivity
Improveorganizationalflexibility and
agility
Reducebusiness risk
Avoid changingcurrent recordsmanagementand retention
policies
Avoid changingtransactional
processesbased on a
specificrepository
To make aphased
migration overtime possible
What is the MOST important reason to considera content integration platform
-1
4
13
-12
0
-1
-1
Improve customer responsiveness
Improve knowledge worker productivity
Improve organizational flexibility and agility
Reduce business risk
Avoid changing current records managementand retention policies
Avoid changing transactional processes basedon a specific repository
To make a phased migration over time possible
Percentage point difference between leading vs laggingorganizations -- THE most important potential benefit
of a content integration initiative
8
41
31
10 11
Great mdashSunshine and rainbows
Pretty good mdashA walk in the park
Not so good mdashA root canal
Awful mdashOpen heart surgery
We havenrsquot done a significant content
migration or integration yet
The last time your organization conducted a significant contentmigration or integration project how would you
describe the experience
24 324 32
33 229 7
26 2128 7
35
46
41
28
31
30
35
14
3
hard drives on individual computers
department shared drives
organization shared drives
On-premise ECM platforms
On-premise content services platforms
Cloud-based content services platforms
On-premise SharePoint repositories
Cloud-based SharePoint and Office365repositories
Other (please specify)
From WHERE are you tryingto migrate content
17
20
20
33
25
40
25
31
2
hard drives on individual computers
department shared drives
organization shared drives
On-premise ECM platforms
On-premise content services platforms
Cloud-based content services platforms
On-premise SharePoint repositories
Cloud-based SharePoint and Office365repositories
Other (please specify)
Where are you trying to migrate content TO
Leaders
Average
Laggards
Agree or Disagree The term content integrationis well-understood in our organization
No opinionSomewhat agreeStrongly agree Somewhat disagree Strongly disagree
14
18
27
16
8 79
Improvecustomer
responsiveness
Improveknowledge
workerproductivity
Improveorganizationalflexibility and
agility
Reducebusiness risk
Avoid changingcurrent recordsmanagementand retention
policies
Avoid changingtransactional
processesbased on a
specificrepository
To make aphased
migration overtime possible
What is the MOST important reason to considera content integration platform
-1
4
13
-12
0
-1
-1
Improve customer responsiveness
Improve knowledge worker productivity
Improve organizational flexibility and agility
Reduce business risk
Avoid changing current records managementand retention policies
Avoid changing transactional processes basedon a specific repository
To make a phased migration over time possible
Percentage point difference between leading vs laggingorganizations -- THE most important potential benefit
of a content integration initiative
8
41
31
10 11
Great mdashSunshine and rainbows
Pretty good mdashA walk in the park
Not so good mdashA root canal
Awful mdashOpen heart surgery
We havenrsquot done a significant content
migration or integration yet
The last time your organization conducted a significant contentmigration or integration project how would you
describe the experience
24 324 32
33 229 7
26 2128 7
BUILDING AN EFFECTIVE STRATEGY FOR CONTENT INTEGRATION AND MIGRATION
Additional reading from Avepoint ldquoWe want to make it easy to use a compliant environmentrdquosaid Ryan ldquoOur plan is that if someone wants a SharePoint site or Group Cloud Governance can help them fill out a questionnaire to label everything for them and get approval so they can self-serve to improve productivityrdquo Link to this reportJenny Ryan Digital Information Analyst Airways New Zealand
copy AIIM 2019 wwwaiimorg 14pageAIIM Industry Watch
The differences between leading and lagging organizations are most striking when looking at these ldquomost importantrdquo reasons Leading organizations are forward looking when they think about content integration focused on how such an initiative can build business agility and improve the effectiveness of knowledge workers Lagging organizations are relatively more focused upon the risk avoidance part of the equation
Whether undertaking a content migration or content integration project it is important to understand that in the past these kinds of projects have had mixed success The technologies and solutions focused on content migration and integration have changed ndash and improved ndash significantly in the last few years moving away from the dreaded ldquobig bangrdquo approaches that often loom large in institutional memories AI and content services allow organizations to approach content infrastructure modernization with a different and less disruptive toolkit than has historically been the case However the legacy of 41 of organizations that would describe these projects as either a ldquoroot canalrdquo or ldquoopen heart surgeryrdquo persists
35
46
41
28
31
30
35
14
3
hard drives on individual computers
department shared drives
organization shared drives
On-premise ECM platforms
On-premise content services platforms
Cloud-based content services platforms
On-premise SharePoint repositories
Cloud-based SharePoint and Office365repositories
Other (please specify)
From WHERE are you tryingto migrate content
17
20
20
33
25
40
25
31
2
hard drives on individual computers
department shared drives
organization shared drives
On-premise ECM platforms
On-premise content services platforms
Cloud-based content services platforms
On-premise SharePoint repositories
Cloud-based SharePoint and Office365repositories
Other (please specify)
Where are you trying to migrate content TO
Leaders
Average
Laggards
Agree or Disagree The term content integrationis well-understood in our organization
No opinionSomewhat agreeStrongly agree Somewhat disagree Strongly disagree
14
18
27
16
8 79
Improvecustomer
responsiveness
Improveknowledge
workerproductivity
Improveorganizationalflexibility and
agility
Reducebusiness risk
Avoid changingcurrent recordsmanagementand retention
policies
Avoid changingtransactional
processesbased on a
specificrepository
To make aphased
migration overtime possible
What is the MOST important reason to considera content integration platform
-1
4
13
-12
0
-1
-1
Improve customer responsiveness
Improve knowledge worker productivity
Improve organizational flexibility and agility
Reduce business risk
Avoid changing current records managementand retention policies
Avoid changing transactional processes basedon a specific repository
To make a phased migration over time possible
Percentage point difference between leading vs laggingorganizations -- THE most important potential benefit
of a content integration initiative
8
41
31
10 11
Great mdashSunshine and rainbows
Pretty good mdashA walk in the park
Not so good mdashA root canal
Awful mdashOpen heart surgery
We havenrsquot done a significant content
migration or integration yet
The last time your organization conducted a significant contentmigration or integration project how would you
describe the experience
24 324 32
33 229 7
26 2128 7
35
46
41
28
31
30
35
14
3
hard drives on individual computers
department shared drives
organization shared drives
On-premise ECM platforms
On-premise content services platforms
Cloud-based content services platforms
On-premise SharePoint repositories
Cloud-based SharePoint and Office365repositories
Other (please specify)
From WHERE are you tryingto migrate content
17
20
20
33
25
40
25
31
2
hard drives on individual computers
department shared drives
organization shared drives
On-premise ECM platforms
On-premise content services platforms
Cloud-based content services platforms
On-premise SharePoint repositories
Cloud-based SharePoint and Office365repositories
Other (please specify)
Where are you trying to migrate content TO
Leaders
Average
Laggards
Agree or Disagree The term content integrationis well-understood in our organization
No opinionSomewhat agreeStrongly agree Somewhat disagree Strongly disagree
14
18
27
16
8 79
Improvecustomer
responsiveness
Improveknowledge
workerproductivity
Improveorganizationalflexibility and
agility
Reducebusiness risk
Avoid changingcurrent recordsmanagementand retention
policies
Avoid changingtransactional
processesbased on a
specificrepository
To make aphased
migration overtime possible
What is the MOST important reason to considera content integration platform
-1
4
13
-12
0
-1
-1
Improve customer responsiveness
Improve knowledge worker productivity
Improve organizational flexibility and agility
Reduce business risk
Avoid changing current records managementand retention policies
Avoid changing transactional processes basedon a specific repository
To make a phased migration over time possible
Percentage point difference between leading vs laggingorganizations -- THE most important potential benefit
of a content integration initiative
8
41
31
10 11
Great mdashSunshine and rainbows
Pretty good mdashA walk in the park
Not so good mdashA root canal
Awful mdashOpen heart surgery
We havenrsquot done a significant content
migration or integration yet
The last time your organization conducted a significant contentmigration or integration project how would you
describe the experience
24 324 32
33 229 7
26 2128 7
BUILDING AN EFFECTIVE STRATEGY FOR CONTENT INTEGRATION AND MIGRATION
copy AIIM 2019 wwwaiimorg 15 page AIIM Industry Watch
3 ndash How are end user organizations prioritizing their spending options in order to modernize their information toolkit
Content migration and content integration are clearly hot priorities for end-user organizations to 1) improve business and process agility and 2) improve knowledge worker productivity Over 60 of organizations say they are planning a significant content migration or integration initiative in the next 12 months
As mentioned earlier with regards to content integration it is important for those proposing these projects to take the high ground Certainly the direct savings that accrue from decommissioning a legacy system are important (27) as are the potential benefits within a particular business process (23) But the most important benefits to a significant migration or integration project are organizational ndash improved collaboration and access to information In short the benefits are directly tied to business agility and becoming a true digital business This is especially true as organizations shift their focus from improving specific point processes to transforming customer experiences and journeys across processes
The primary gatekeepers on these projects ndash those who should likely be on any buying andor implementation team ndash include 1) IT and IT services (likely most concerned about information security and systems integrity) 2) C-level executives (likely concerned about improving customer experiences and value) and 3) line-of-business operations executives (who can directly testify to the problems posed by siloed and inaccessible information) Actual budgets for these projects most likely reside with IT and IT Services
24
38
18
6
14
in 0-6 months in 6-12 months in 1-2 years in 2-3 years no projectsplanned
When are you planning your next significantcontent integration or migration project
27
23
44
5
direct cost savings fromdecommissioning a
legacy system
potential specificbusiness benefits tied
to a particular process
overall businessbenefits tied to
improved collaborationand access toinformation
Other (please specify)
As organizations consider the reasons for a large scaleECM migrationintegration project which do you think
is typically MOST important in getting theproject approved
42
71
15
19
29
18
15
30
18
36
20
Corporate amp Executive level
IT and IT Services
Sales
Marketing
Finance
Human Resources
Customer Service amp Support
Privacy amp Security
Legal
Operations
Records amp Information Management
Which of the following departments (please pick three)do you think are most critical in influencing approval
of a content migrationintegration project
11
55
3
0
7
4
3
3
1
5
9
Corporate amp Executive level
IT and IT Services
Sales
Marketing
Finance
Human Resources
Customer Service amp Support
Privacy amp Security
Legal
Operations
Records amp Information Management
Which department in your organization typicallyholds the budget or a significant content
migrationintegration project
Content Integration
Content Migration
Content Collaboration
What are your spending plans for each of thefollowing over the next 3-6months
no spending no plansspend less continue current spending spend more
$101 $101
$130
Content Integration Content Migration Content Collaboration
What was your budget last year for eachof the following (in 000s)
5118 6 26
4717 11 26
4918 8 25
24
38
18
6
14
in 0-6 months in 6-12 months in 1-2 years in 2-3 years no projectsplanned
When are you planning your next significantcontent integration or migration project
27
23
44
5
direct cost savings fromdecommissioning a
legacy system
potential specificbusiness benefits tied
to a particular process
overall businessbenefits tied to
improved collaborationand access toinformation
Other (please specify)
As organizations consider the reasons for a large scaleECM migrationintegration project which do you think
is typically MOST important in getting theproject approved
42
71
15
19
29
18
15
30
18
36
20
Corporate amp Executive level
IT and IT Services
Sales
Marketing
Finance
Human Resources
Customer Service amp Support
Privacy amp Security
Legal
Operations
Records amp Information Management
Which of the following departments (please pick three)do you think are most critical in influencing approval
of a content migrationintegration project
11
55
3
0
7
4
3
3
1
5
9
Corporate amp Executive level
IT and IT Services
Sales
Marketing
Finance
Human Resources
Customer Service amp Support
Privacy amp Security
Legal
Operations
Records amp Information Management
Which department in your organization typicallyholds the budget or a significant content
migrationintegration project
Content Integration
Content Migration
Content Collaboration
What are your spending plans for each of thefollowing over the next 3-6months
no spending no plansspend less continue current spending spend more
$101 $101
$130
Content Integration Content Migration Content Collaboration
What was your budget last year for eachof the following (in 000s)
5118 6 26
4717 11 26
4918 8 25
24
38
18
6
14
in 0-6 months in 6-12 months in 1-2 years in 2-3 years no projectsplanned
When are you planning your next significantcontent integration or migration project
27
23
44
5
direct cost savings fromdecommissioning a
legacy system
potential specificbusiness benefits tied
to a particular process
overall businessbenefits tied to
improved collaborationand access toinformation
Other (please specify)
As organizations consider the reasons for a large scaleECM migrationintegration project which do you think
is typically MOST important in getting theproject approved
42
71
15
19
29
18
15
30
18
36
20
Corporate amp Executive level
IT and IT Services
Sales
Marketing
Finance
Human Resources
Customer Service amp Support
Privacy amp Security
Legal
Operations
Records amp Information Management
Which of the following departments (please pick three)do you think are most critical in influencing approval
of a content migrationintegration project
11
55
3
0
7
4
3
3
1
5
9
Corporate amp Executive level
IT and IT Services
Sales
Marketing
Finance
Human Resources
Customer Service amp Support
Privacy amp Security
Legal
Operations
Records amp Information Management
Which department in your organization typicallyholds the budget or a significant content
migrationintegration project
Content Integration
Content Migration
Content Collaboration
What are your spending plans for each of thefollowing over the next 3-6months
no spending no plansspend less continue current spending spend more
$101 $101
$130
Content Integration Content Migration Content Collaboration
What was your budget last year for eachof the following (in 000s)
5118 6 26
4717 11 26
4918 8 25
BUILDING AN EFFECTIVE STRATEGY FOR CONTENT INTEGRATION AND MIGRATION
copy AIIM 2019 wwwaiimorg 16pageAIIM Industry Watch
Given that the primary strategic benefit from a content migration or integration project is likely improved knowledge worker productivity (access to information at the right time place and form) and process agility (more seamless integration of content in context into business processes) it is likely that many organizations are leveraging some spending focused on content collaboration into their migration and integration initiatives since the adoption of more modern approaches to collaboration also requires information platform modernization Annual budgets for each are robust and typically in excess of $100000 ndash and nearly 30 of organizations plan to increase this spending in the next 3-6 months
24
38
18
6
14
in 0-6 months in 6-12 months in 1-2 years in 2-3 years no projectsplanned
When are you planning your next significantcontent integration or migration project
27
23
44
5
direct cost savings fromdecommissioning a
legacy system
potential specificbusiness benefits tied
to a particular process
overall businessbenefits tied to
improved collaborationand access toinformation
Other (please specify)
As organizations consider the reasons for a large scaleECM migrationintegration project which do you think
is typically MOST important in getting theproject approved
42
71
15
19
29
18
15
30
18
36
20
Corporate amp Executive level
IT and IT Services
Sales
Marketing
Finance
Human Resources
Customer Service amp Support
Privacy amp Security
Legal
Operations
Records amp Information Management
Which of the following departments (please pick three)do you think are most critical in influencing approval
of a content migrationintegration project
11
55
3
0
7
4
3
3
1
5
9
Corporate amp Executive level
IT and IT Services
Sales
Marketing
Finance
Human Resources
Customer Service amp Support
Privacy amp Security
Legal
Operations
Records amp Information Management
Which department in your organization typicallyholds the budget or a significant content
migrationintegration project
Content Integration
Content Migration
Content Collaboration
What are your spending plans for each of thefollowing over the next 3-6months
no spending no plansspend less continue current spending spend more
$101 $101
$130
Content Integration Content Migration Content Collaboration
What was your budget last year for eachof the following (in 000s)
5118 6 26
4717 11 26
4918 8 25
24
38
18
6
14
in 0-6 months in 6-12 months in 1-2 years in 2-3 years no projectsplanned
When are you planning your next significantcontent integration or migration project
27
23
44
5
direct cost savings fromdecommissioning a
legacy system
potential specificbusiness benefits tied
to a particular process
overall businessbenefits tied to
improved collaborationand access toinformation
Other (please specify)
As organizations consider the reasons for a large scaleECM migrationintegration project which do you think
is typically MOST important in getting theproject approved
42
71
15
19
29
18
15
30
18
36
20
Corporate amp Executive level
IT and IT Services
Sales
Marketing
Finance
Human Resources
Customer Service amp Support
Privacy amp Security
Legal
Operations
Records amp Information Management
Which of the following departments (please pick three)do you think are most critical in influencing approval
of a content migrationintegration project
11
55
3
0
7
4
3
3
1
5
9
Corporate amp Executive level
IT and IT Services
Sales
Marketing
Finance
Human Resources
Customer Service amp Support
Privacy amp Security
Legal
Operations
Records amp Information Management
Which department in your organization typicallyholds the budget or a significant content
migrationintegration project
Content Integration
Content Migration
Content Collaboration
What are your spending plans for each of thefollowing over the next 3-6months
no spending no plansspend less continue current spending spend more
$101 $101
$130
Content Integration Content Migration Content Collaboration
What was your budget last year for eachof the following (in 000s)
5118 6 26
4717 11 26
4918 8 25
24
38
18
6
14
in 0-6 months in 6-12 months in 1-2 years in 2-3 years no projectsplanned
When are you planning your next significantcontent integration or migration project
27
23
44
5
direct cost savings fromdecommissioning a
legacy system
potential specificbusiness benefits tied
to a particular process
overall businessbenefits tied to
improved collaborationand access toinformation
Other (please specify)
As organizations consider the reasons for a large scaleECM migrationintegration project which do you think
is typically MOST important in getting theproject approved
42
71
15
19
29
18
15
30
18
36
20
Corporate amp Executive level
IT and IT Services
Sales
Marketing
Finance
Human Resources
Customer Service amp Support
Privacy amp Security
Legal
Operations
Records amp Information Management
Which of the following departments (please pick three)do you think are most critical in influencing approval
of a content migrationintegration project
11
55
3
0
7
4
3
3
1
5
9
Corporate amp Executive level
IT and IT Services
Sales
Marketing
Finance
Human Resources
Customer Service amp Support
Privacy amp Security
Legal
Operations
Records amp Information Management
Which department in your organization typicallyholds the budget or a significant content
migrationintegration project
Content Integration
Content Migration
Content Collaboration
What are your spending plans for each of thefollowing over the next 3-6months
no spending no plansspend less continue current spending spend more
$101 $101
$130
Content Integration Content Migration Content Collaboration
What was your budget last year for eachof the following (in 000s)
5118 6 26
4717 11 26
4918 8 25
BUILDING AN EFFECTIVE STRATEGY FOR CONTENT INTEGRATION AND MIGRATION
copy AIIM 2019 wwwaiimorg 17 page AIIM Industry Watch
Things You Need to Know AboutContent Integration and Migration
02
of organizations say migrating content and data from legacy content management systems into more modern systems is a problem
07
03 08
04 09
05
of organizations believe they must modernize their information management strategy in order to address rising levels of informationchaos
01
59
92
62
10
06
60
of organizations are planning asignificant content migration or integration initiative in the next12 months
of organizations struggle with integrating content management capabilities into core line-of-businesssystems
Nearly 40 of organizations have five or more major content management systems
40 They are seeking to move this content INTO 1) cloud-based content services platforms 2) on-premises ECM platforms and 3) cloud-based Office 365 and SharePoint repositories
User education needed - 44 of organizations say that ldquocontent integrationrdquo iswell-understood in their organization while 31disagree
44 31
For 44 the most important benefitsto a significant migration or integrationproject are organizational and strategic ndash improved collaboration and access to information ndash rather than mere cost savings
44
A key goal in any migration project is to avoid business disruption ndash 61 agree that ldquoavoiding a big bang migrationrdquo is an important priority61
Organizations have four primary sources of content that they want to move away from 1) departmental shared drives 2) organizational shared drives 3) individual shared drives and 4) on-premises SharePoint repositories
copy AIIM 2019 wwwaiimorg 18pageAIIM Industry Watch
Helix InternationalAward winning Enterprise Content Management (ECM) solutions company that offers individually tailored solutions to help Retire Migrate Integrate and Manage our customers ECM solutionsHelix International ensures critical data is protected stored and accessed lawfully with regard to the correct use access retention and deletion of data particularly with regard to the new GDPR in EuropeHelix International has successfully migrated 100s of ECM solutions
For further information please visit us at httpwwwhelix-intcom
DEVELOPED IN PARTNERSHIP WITH
AvePointAvePoint accelerates your digital transformation success Over 16000 companies and 6 million SharePoint and Office 365 users worldwide trust AvePoint software and services for their data migration management and protection needs in the cloud on-premises and hybrid environmentsA four-time Microsoft Partner of the Year AvePoint is a Microsoft Global ISV Partner and has been named to the Inc 500|5000 six times and the Deloitte Technology Fast 500trade five times Founded in 2001 AvePoint is privately held and headquartered in Jersey City NJ
Visit us at wwwavepointcom
copy AIIM 2019 wwwaiimorg 19 page AIIM Industry Watch
Systemware IncSystemware has been a pioneer in enterprise content management for nearly 40 years helping the worldrsquos largest and most highly regulated organizations capture content from a variety of business systems find it wherever it is stored and deliver it in the context needed for each business line Their content services platform Content Cloud allows organizations to transition from silos of enterprise content to a content services environment where they can simplify IT infrastructure reduce cost-to-serve and meet security and compliance requirements With Systemware Content Cloud organizations can break down information silos and transform their digital environmentsmdashimproving content access and use workflow efficiency and overall experience for users customers and partnersSystemware is committed to ensuring organizations meet information governance requirements in a manner that optimizes cost and complexity while providing a tailored experience for users Content Cloud helps organizations modernize their content management interoperate with a range of repositories and systems automate their processes personalize their experience and enable their content for business intelligence
For further information please visit us at httpswwwsystemwarecom
DEVELOPED IN PARTNERSHIP WITH
OpenTextOpenTexttrade Content Services help organizations Connect Content to their Digital BusinessOpenText Content Services include comprehensive capture content management and archiving solutions all available in the cloud on-premise or in flexible hybrid configurationsOpenText Content Services help organizations connect content to their digital business and transform to become Intelligent and Connected Enterprises by enhancing
The Digital Workplacebull Enabling the preferred productivity methods of a new generation
of knowledge workersbull Providing simple intuitive tools that drive creation sharing
and collaboration bull Delivering relevant content to users in context of daily tasks
The Digital Businessbull Extending into lead applications such as SAPreg Salesforcereg
and Microsoftregbull Applying metadata and governance rulesmdashautomatically
and consistentlybull Leveraging AI and machine learning for analytics and management
Governance and Securitybull Automating content lifecycle managementbull Implementing industry and government compliance protocolsbull Applying industry-leading security technology
OpenText Content Services Platforms are perennially recognized as Leaders by the most respected analyst firms
Learn more about OpenText Content Services athttpswwwopentextcomecm
More and more organizations face the need to migrate legacy content to a newer content suite either in the cloud or on-premise This may contain hundreds thousands or millions of files and documents with related metadata and business logic that need to be migrated Prove you have the skills to become the leader of your migration project with AIIMrsquos Certified Information Professional Designation
For further information click here
Require a Digital Leader to Help Drive Success
Content Migration Projects
LOOKING
FOR YOURNEXT STEP
CLICK HERE TO JOIN THE ONLINE DISCUSSION
Do you have a question about this research Would you like to discuss these findings with other members of AIIM
Here at AIIM we believe that information is your most important asset and we want to teach you the skills to manage it Wersquove felt this way since 1943 back when this community was foundedSure the technology has come a long way since then and the variety of information wersquore managing has changed a lot but one tenet has remained constant Wersquove always focused on the intersection of people processes and information We help organizations put information to workAIIM is a non-profit organization that provides independent research training and certification for information professionals
copy 2019AIIM8403 Colesville Road Suite 1100Silver Spring MD 20910 USA +1 301 587 8202 wwwaiimorg
AIIM EuropeOffice 1 Broomhall Business CentreWorcester WR5 2NT UK+44 (0)1905 727600wwwaiimorg
Whatrsquos NextThe CIP Can Help You and Your Organization Navigate the World of IIMNow is not the time to wait on your Digital Transformation initiative IIM practices and methodologies are critical to your success and AIIM can help Digital disruption calls for digital leaders with the skills and experience to optimize information assets and transform business Become that leader now through AIIMrsquos Certified Information Professional (CIP) programAIIM worked with industry experts and focus groups to define the body of knowledge necessary for information professionals to understand core IIM practice areas and methodologies built a certification and test based upon this body of knowledge that is available at locations around the world and created a set of training courses and materials to help information professionals prepare for the examination The path to CIP should be fairly simple for information practitioners who already have expertise and work experience AIIM has a number of resources that can help practitioners at all levels prepare to become a Certified Information Professionaln CIP Data Sheetn CIP Exam Outlinen CIP Study Guide (free to professional members
nonmember fee is $60 USD) n AIIM Training Coursesn Online CIP Prep Coursen In-Person CIP Prep Classesn Practice Exam
CIPs reflect a more integrated more holistic view of information management Changes in one process technology or practice invariably affect others in the organization CIPs are able to see the forest and the trees and understand and plan for these outcomes Because of this CIPs will identify and understand changes that could cause compliance issues thereby reducing liability Organizations that manage their information more effectively enjoy reduced costs faster time to market increased revenues and cash flow and increased business agility CIPs are uniquely positioned to help organizations achieve these benefits because they understand the interactions between different information intensive processes and activities
copy AIIM 2019 wwwaiimorg 3 page AIIM Industry Watch
Delivering the priorities and opinions of AIIMrsquos 155000 community
Industry Watch
CONTENTSTABLE OF
ABOUT THE RESEARCH 2PROCESS USED AND SURVEY DEMOGRAPHICS 4ABOUT AIIM 4ABOUT THE AUTHOR 4ABOUT AIIMrsquoS INDUSTRY WATCH RESEARCH 5
ABOUT THIS SURVEY 5
INTRODUCTION 6
UNDERSTANDING THE CONNECTION BETWEEN DIGITAL TRANSFORMATION AND INTELLIGENT INFORMATION MANAGEMENT 7
1 ndash WHAT SPECIFIC BUSINESS PROBLEMS ARE DRIVING INTEREST IN CONTENT MIGRATION AND INTEGRATION 10
2 ndash HOW WELL-UNDERSTOOD ARE THE SOLUTIONS TO SOLVE CORE CONTENT INTEGRATION AND MIGRATION PROBLEMS 12
3 ndash HOW ARE END USER ORGANIZATIONS PRIORITIZING THEIR SPENDING OPTIONS IN ORDER TO MODERNIZE THEIR INFORMATION TOOLKIT 15
10 THINGS YOU NEED TO KNOW ABOUT CONTENT MIGRATION AND INTEGRATION 17
DEVELOPED IN PARTNERSHIP WITH18AvePoint 18Helix International 18OpenText 19Systemware Inc 19
LOOKING FOR YOUR NEXT STEP 20
WHATrsquoS NEXT 21Certified Information Professional (CIP) 21
copy AIIM 2019 wwwaiimorg 4pageAIIM Industry Watch
Here at AIIM we believe that information is your most important asset and we want to teach you the skills to manage it Wersquove felt this way since 1943 back when this community was foundedSure the technology has come a long way since then and the variety of information wersquore managing has changed a lot but one tenet has remained constant mdash wersquove always focused on the intersection of people processes and information We help organizations put information to workAIIM is a non-profit organization that provides independent research training and certification for information professionals Visit us at wwwaiimorg
About AIIM
PROCESS USED AND SURVEY DEMOGRAPHICS
John Mancini
About the author
John Mancini is a Past President of AIIM He is a well-known author and speaker on information management and digital transformation As a frequent keynote speaker John offers his expertise on Digital Transformation and the struggle to overcome Information Chaos He blogs under the title Digital Landfill (httpinfoaiimorgdigital-landfill) has more than 11000 Twitter followers 6000 Linkedin followers and can be found on most social media as jmancini77 He has published more than 25 e-books the most recent beingn GDPR After the Deadlinen Automating Compliance and Governance n How does the Office 365 Revolution Impact Governance and
Process Automationn Enhancing Your RPA Implementation with Intelligent Informationn The State of Intelligent Information Management Getting Ahead of
the Digital Transformation Curve
copy AIIM 2019 wwwaiimorg 5 page AIIM Industry Watch
About AIIMrsquos Industry Watch ResearchOver two years ago AIIM introduced the concept of Intelligent Information Management or IIM and began researching the connections between IIM and Digital Transformation
AIIMrsquos IIM roadmap provides the following key capabilities
n CONTENT SERVICES ndash a flexible and modular approach that utilizes content and information wherever and whenever it is needed independent of the legacy ECM preoccupation of where it is stored
n PROCESS SERVICES ndash process tools that can be delivered with the simplicity of an app but within a framework that allows the business to remain in control and
n ANALYTICS SERVICES ndash automated tools to prepare ALL of its information ndash both structured and unstructured ndash for machine learning
ANALYTICSSERVICES
CONTENTSERVICES
PROCESSSERVICES
INTEL
LIG
ENT
I
NFORMATION MA
NA
GEM
ENT
Metadata and Taxonomy Management
PII Identification and Protection
User Personalization
Data Recognition Extraction and Standardization
Analytics Services
Business Process Management (BPM)
Robotic Process Automation (RPA)
Case Management
Decision Management
Process Services
Content ServicesMulti-Channel Capture
Records Managementand Preservation
Content Migration Integrationand Collaboration
Document Management
The term SERVICES is intentional in this definition because a modern enterprise must be able to link these capabilities together on the fly to respond to a continually changing business environmentOur 2019 Industry Watch research program looks at the impact of the rising tide of information chaos its impact on the effectiveness of Transformation initiatives and the adoption rates of core IIM technology building blocks AIIM Industry Watch reports examine core IIM building blocks as well as the key issues that surround them
The key drivers motivating potential customers Buying intentions and key purchase drivers during the next
12 months Obstacles faced during the acquisition and implementation
process and Business results achieved through IIM technologies
Our focus areas this year (with forecast release dates in parentheses) are
State of Industry ndash Content Services (March) Key Issues ndash Building an Effective Strategy for Content
Migration and Integration (April) Key Issues ndash Empowering the Digital Workplace (May) Key Issues ndash The Role of Intelligent Capture in Battling
Information Chaos (June) State of the Industry ndash Process Services (July) Key Issues ndash Integrating Content into Your RPAIntelligent
Automation Strategy (September) Key Issues ndash Understanding the Office 365 Revolution
(October) State of the Industry ndash Analytics Services (November)
copy AIIM 2019 wwwaiimorg 6pageAIIM Industry Watch
ABOUT THIS SURVEY
Introduction
We value our objectivity and independence as a non-profit industry association The results of the survey and the market commentary made in this report are independent of any bias from the vendor community The survey was taken using a web-based tool in late March 2019 The survey sample was a mix of respondents from the AIIM population (in the AIIM database but not necessarily AIIM members ndash about 40 of the total) and a sample of respondents completely independent of AIIM (about 60) The respondents in the non-AIIM sample were directors managers and other decision makers whose field of expertise was in Technology Implementation Technology Development Hardware (not only IT) Technology Development Software (not only IT) and Executive LeadershipA total of 255 individuals participated in the surveyThe core areas of responsibility for the survey participants were 42 information technologyIT 10 line of business 9 compliance security legal and 27 DM CM RM79 of participants were from organizations with gt 100 employees 38 from organizations with gt 1000 employees Organizations with less than 10 employees were excluded46 of the participants were from outside North AmericaThe largest industry segments represented in the survey were 1) Manufacturing Aerospace Food Processing 2) Finance Banking Insurance 3) High Tech 4) Retail Transportation Real Estate and 5) State and Local Government
Which is the best description of the departmentin which you work
Approximately how many employees arethere in your organization
Which of the following best describes theprimary business of your organization
27
10
42
9 11
RM DMCM
Line ofbusiness
IT ComplianceSecurity Legal
Other
21
4138
10-100 100-1000 over 1000
54
27
15
40
NA UK ampEMEA
Asia PacIndia
AusNZ
CASA
Where is your organization headquartered
8
116
107
2
14
42
57
83
21
47
Government amp Public Services - LocalStateFinance Banking Insurance
Government amp Public Services ndash NationalInternationalIT amp High Tech
EducationNon-Profit Charity
Manufacturing Aerospace Food ProcessEnergy Oil amp Gas Mining
ConsultantsEngineering amp Construction
HealthcareRetail Transport Real Estate
Telecoms Water UtilitiesMedia Entertainment Publishing
Document Services ProviderLegal and Professional Services
Other
30
60
10
Above average Average Below average
How would you rate the overall PROFITABILITY (or EFFECTIVENESS if youre a non-profit or government
agency) of your organization compared to othersin your industry or peer group
Which is the best description of the departmentin which you work
Approximately how many employees arethere in your organization
Which of the following best describes theprimary business of your organization
27
10
42
9 11
RM DMCM
Line ofbusiness
IT ComplianceSecurity Legal
Other
21
4138
10-100 100-1000 over 1000
54
27
15
40
NA UK ampEMEA
Asia PacIndia
AusNZ
CASA
Where is your organization headquartered
8
116
107
2
14
42
57
83
21
47
Government amp Public Services - LocalStateFinance Banking Insurance
Government amp Public Services ndash NationalInternationalIT amp High Tech
EducationNon-Profit Charity
Manufacturing Aerospace Food ProcessEnergy Oil amp Gas Mining
ConsultantsEngineering amp Construction
HealthcareRetail Transport Real Estate
Telecoms Water UtilitiesMedia Entertainment Publishing
Document Services ProviderLegal and Professional Services
Other
30
60
10
Above average Average Below average
How would you rate the overall PROFITABILITY (or EFFECTIVENESS if youre a non-profit or government
agency) of your organization compared to othersin your industry or peer group
Which is the best description of the departmentin which you work
Approximately how many employees arethere in your organization
Which of the following best describes theprimary business of your organization
27
10
42
9 11
RM DMCM
Line ofbusiness
IT ComplianceSecurity Legal
Other
21
4138
10-100 100-1000 over 1000
54
27
15
40
NA UK ampEMEA
Asia PacIndia
AusNZ
CASA
Where is your organization headquartered
8
116
107
2
14
42
57
83
21
47
Government amp Public Services - LocalStateFinance Banking Insurance
Government amp Public Services ndash NationalInternationalIT amp High Tech
EducationNon-Profit Charity
Manufacturing Aerospace Food ProcessEnergy Oil amp Gas Mining
ConsultantsEngineering amp Construction
HealthcareRetail Transport Real Estate
Telecoms Water UtilitiesMedia Entertainment Publishing
Document Services ProviderLegal and Professional Services
Other
30
60
10
Above average Average Below average
How would you rate the overall PROFITABILITY (or EFFECTIVENESS if youre a non-profit or government
agency) of your organization compared to othersin your industry or peer group
copy AIIM 2019 wwwaiimorg 7 page AIIM Industry Watch
BUILDING AN EFFECTIVE STRATEGY FOR CONTENT INTEGRATION AND MIGRATION
In addition during the survey we asked respondents to self-assess the performance of their organization (ldquoprofitabilityrdquo for companies ldquoeffectivenessrdquo for non-profits and governmental agencies) relative to other organizations in their peer group and score their performance as either ldquoabove averagerdquo (32) ldquoaveragerdquo (56) or ldquobelow averagerdquo (12) Throughout this eBook we have broken out some of the responses by these categories to establish the link between organizational performance and IIM maturity and effectivenessWe have also used data from previous AIIM market research reports to illustrate particular points The specific reports used are footnoted
Understanding the Connection Between Digital Transformation and Intelligent Information Management
Every organization is on ndash or should be on ndash a Digital Transformation journey 79 of organizations realize that they must transform into a true digital business in order to survive As the currency that fuels and funds the journey information is an organizationrsquos most valuable asset1
As organizations begin their Digital Transformation efforts they are focusing on three key areas for improvement 1) IT processes and their modernization (58 to give them more business agility) 2) Information Governance (42 to make their information assets more findable accurate and accessible to machines) and Customer Experiences (39 to increase value to customers and head off potential digital disruptors)2
Which is the best description of the departmentin which you work
Approximately how many employees arethere in your organization
Which of the following best describes theprimary business of your organization
27
10
42
9 11
RM DMCM
Line ofbusiness
IT ComplianceSecurity Legal
Other
21
4138
10-100 100-1000 over 1000
54
27
15
40
NA UK ampEMEA
Asia PacIndia
AusNZ
CASA
Where is your organization headquartered
8
116
107
2
14
42
57
83
21
47
Government amp Public Services - LocalStateFinance Banking Insurance
Government amp Public Services ndash NationalInternationalIT amp High Tech
EducationNon-Profit Charity
Manufacturing Aerospace Food ProcessEnergy Oil amp Gas Mining
ConsultantsEngineering amp Construction
HealthcareRetail Transport Real Estate
Telecoms Water UtilitiesMedia Entertainment Publishing
Document Services ProviderLegal and Professional Services
Other
30
60
10
Above average Average Below average
How would you rate the overall PROFITABILITY (or EFFECTIVENESS if youre a non-profit or government
agency) of your organization compared to othersin your industry or peer group
3940
20
2
Very important Important Somewhatimportant
Not importantat all
How important is DIGITAL TRANSFORMATIONto your organization
25
29
21
30
23
39
18
58
30
34
42
Production and inventory
Research and Development
Purchasing
Marketing
Sales
Customer service
Field services
IT processes
Human Resource Management
Accounting and Finance
Information Governance
Which processes are the focus of your Digital Transformationefforts (check as many as apply)
2
25
21
16
10
75
6
2
5
X 2X 3X 4X 5X 6X 7X 8X 9X 10X
Think about the huge amounts of data and information currentlycoming into your organization (call this current volume ldquoXrdquo)
What do you predict this volume will be in 2 years
8
18
23
19
11
9 9
1 2
90 80 70 60 50 40 30 20 10
Think about ALL of the information in your organization Whatwould be your best guess for the percentage of the total that
is unstructured INFORMATION
64
28
2
5
1
Completely agree
Somewhat agree
No opinion
Somewhat disagree
Completely disagree
Our information management strategy needs to bemodernized to meet modern problems
1 AIIM 2019 State of the Industry ndash Content Services Overall N = 3072 AIIM 2019 State of the Industry ndash Content Services Overall N = 307
Additional reading from Helix Helix International is a consulting and software company that focuses on Document and Data Solutions for documents and data intersection Its focal technology is the MARS Platform which serves as the framework for building applications and connecting data document repositories on disparate platforms See how HELIX International Migrates 50 TB of data for a large Hospital
copy AIIM 2019 wwwaiimorg 8pageAIIM Industry Watch
A rising tide of information chaos and confusion imperils these desired Digital Transformation journeys The volume velocity and variety of information that most organizations need to manage store and protect now exceeds their ability to even marginally keep pace with big content challenges On average organizations expect the volume of information coming into their organizations to grow from X to 42X over the next two years3 And most importantly for those who care about content management and content services they expect over 60 of this information to be unstructured (like a contract or a conversation) or semi-structured (like an invoice or a form)4
This rising tide of information chaos and confusion is creating a demand for new information management practices that extend beyond traditional Enterprise Content Management 92 of organizations believe that they must modernize their information management strategy in order to meet this challenge5
3 AIIM 2018 Automating Governance and Compliance Overall N = 275 4 AIIM 2018 Enhancing Your RPA Implementation with Intelligent Information Overall N = 2265 AIIM 2018 Meeting the Challenge of Digital Transformation Overall N = 366
3940
20
2
Very important Important Somewhatimportant
Not importantat all
How important is DIGITAL TRANSFORMATIONto your organization
25
29
21
30
23
39
18
58
30
34
42
Production and inventory
Research and Development
Purchasing
Marketing
Sales
Customer service
Field services
IT processes
Human Resource Management
Accounting and Finance
Information Governance
Which processes are the focus of your Digital Transformationefforts (check as many as apply)
2
25
21
16
10
75
6
2
5
X 2X 3X 4X 5X 6X 7X 8X 9X 10X
Think about the huge amounts of data and information currentlycoming into your organization (call this current volume ldquoXrdquo)
What do you predict this volume will be in 2 years
8
18
23
19
11
9 9
1 2
90 80 70 60 50 40 30 20 10
Think about ALL of the information in your organization Whatwould be your best guess for the percentage of the total that
is unstructured INFORMATION
64
28
2
5
1
Completely agree
Somewhat agree
No opinion
Somewhat disagree
Completely disagree
Our information management strategy needs to bemodernized to meet modern problems
3940
20
2
Very important Important Somewhatimportant
Not importantat all
How important is DIGITAL TRANSFORMATIONto your organization
25
29
21
30
23
39
18
58
30
34
42
Production and inventory
Research and Development
Purchasing
Marketing
Sales
Customer service
Field services
IT processes
Human Resource Management
Accounting and Finance
Information Governance
Which processes are the focus of your Digital Transformationefforts (check as many as apply)
2
25
21
16
10
75
6
2
5
X 2X 3X 4X 5X 6X 7X 8X 9X 10X
Think about the huge amounts of data and information currentlycoming into your organization (call this current volume ldquoXrdquo)
What do you predict this volume will be in 2 years
8
18
23
19
11
9 9
1 2
90 80 70 60 50 40 30 20 10
Think about ALL of the information in your organization Whatwould be your best guess for the percentage of the total that
is unstructured INFORMATION
64
28
2
5
1
Completely agree
Somewhat agree
No opinion
Somewhat disagree
Completely disagree
Our information management strategy needs to bemodernized to meet modern problems
3940
20
2
Very important Important Somewhatimportant
Not importantat all
How important is DIGITAL TRANSFORMATIONto your organization
25
29
21
30
23
39
18
58
30
34
42
Production and inventory
Research and Development
Purchasing
Marketing
Sales
Customer service
Field services
IT processes
Human Resource Management
Accounting and Finance
Information Governance
Which processes are the focus of your Digital Transformationefforts (check as many as apply)
2
25
21
16
10
75
6
2
5
X 2X 3X 4X 5X 6X 7X 8X 9X 10X
Think about the huge amounts of data and information currentlycoming into your organization (call this current volume ldquoXrdquo)
What do you predict this volume will be in 2 years
8
18
23
19
11
9 9
1 2
90 80 70 60 50 40 30 20 10
Think about ALL of the information in your organization Whatwould be your best guess for the percentage of the total that
is unstructured INFORMATION
64
28
2
5
1
Completely agree
Somewhat agree
No opinion
Somewhat disagree
Completely disagree
Our information management strategy needs to bemodernized to meet modern problems
3940
20
2
Very important Important Somewhatimportant
Not importantat all
How important is DIGITAL TRANSFORMATIONto your organization
25
29
21
30
23
39
18
58
30
34
42
Production and inventory
Research and Development
Purchasing
Marketing
Sales
Customer service
Field services
IT processes
Human Resource Management
Accounting and Finance
Information Governance
Which processes are the focus of your Digital Transformationefforts (check as many as apply)
2
25
21
16
10
75
6
2
5
X 2X 3X 4X 5X 6X 7X 8X 9X 10X
Think about the huge amounts of data and information currentlycoming into your organization (call this current volume ldquoXrdquo)
What do you predict this volume will be in 2 years
8
18
23
19
11
9 9
1 2
90 80 70 60 50 40 30 20 10
Think about ALL of the information in your organization Whatwould be your best guess for the percentage of the total that
is unstructured INFORMATION
64
28
2
5
1
Completely agree
Somewhat agree
No opinion
Somewhat disagree
Completely disagree
Our information management strategy needs to bemodernized to meet modern problems
BUILDING AN EFFECTIVE STRATEGY FOR CONTENT INTEGRATION AND MIGRATION
copy AIIM 2019 wwwaiimorg 9 page AIIM Industry Watch
This means that organizations must embrace much more modular and flexible content services strategies and platforms However ripping out existing systems that perform mission critical functions in order to ldquomodernizerdquo is not something an organization operating at significant scale can approach cavalierly The challenge is somewhat akin to attempting to change the wiring in a house while the power is still onContent migration and integration technologies provide a bridge allowing organizations to manage this change Doing so allows them to continue to leverage the value of past technology systems and investments maintain business and process continuity and also simultaneously embark upon needed change and modernizationIn this eBook we consider these core questions
BUILDING AN EFFECTIVE STRATEGY FOR CONTENT INTEGRATION AND MIGRATION
1 What specific business problems are driving interest in content migration and integration
2 How well-understood are the solutions to solve core content integration and migration problems
3 How are end user organizations prioritizing their spending options in order to modernize their information toolkit
copy AIIM 2019 wwwaiimorg 10pageAIIM Industry Watch
1 ndash What specific business problems are driving interest in content migration and integration
Every organization ndash regardless of industry ndash is now a technology organization But rising information chaos is a very real and strategic threat to the ability of organizations to succeed or even survive An effective Content Services strategy is key to addressing these challengesWithin this context many core information management problems are still unsolved by end users6
But how are organizations approaching this modernization challenge What kinds of problems are they encountering along the wayHow do organizations with existing ndash and multiple ndash content implementations think through the modernization challengeThe good news for many organizations is that it is easier than ever to deploy content management systems This is also the bad news and there seems no end to the balkanization of content capabilities A decade ago organizations could speculate about the possibility of one content repository to meet all needs the reality is that this has always been ndash and will continue to be ndash a false hope Nearly 40 of organizations have five or more major content management systems
This is not likely to change moving forward Only 14 of organizations believe that they will have fewer content platforms to manage in two years and 48 percent believe the number of content platforms will actually grow over the next two years
Integrating content management capabilitiesinto core line-of-business applications
Migrating content and data from legacy contentmanagement systems into more modern systems
Converting unstructured information and contentinto data that can be understood by machines
Getting widespread user adoption ofour content management system(s)
Classifying and applying metadatato archived content
How significant a problem are each of thefollowing for your organization
A problemA significant problem No opinion Not a problem at all
3133
23
67
1-2 platforms 3-4 platforms 5-6 platforms 7-8 platforms more than 8platforms
Approximately how many content managementplatforms are currently in active use in
your organization
13
35
39
12
2
A lot more thannow
More thannow
About thesame
Less thannow
A lot lessthan now
How many content management platformsdo you think you will have in two years
Our efforts to modernize our informationinfrastructure are hampered by the mission-
critical functions performed by our legacysystems
Accessing content across different contentplatforms is a major challenge for our
knowledge workers
Agree or DisagreeNo opinionSomewhat agreeStrongly agree
Somewhat disagree Strongly disagree
Migrating information from on-premises repositories to cloud
repositories
Migrating content from oneECM platform to another
Getting rid of redundant trivialand obsolete information
How significant a problem is thisA significant problem A problem
4215 32
4219 27
4214 37
4613 32
4416 33
4424 10
3734 9
30
37
16
42
16
43
Integrating content management capabilitiesinto core line-of-business applications
Migrating content and data from legacy contentmanagement systems into more modern systems
Converting unstructured information and contentinto data that can be understood by machines
Getting widespread user adoption ofour content management system(s)
Classifying and applying metadatato archived content
How significant a problem are each of thefollowing for your organization
A problemA significant problem No opinion Not a problem at all
3133
23
67
1-2 platforms 3-4 platforms 5-6 platforms 7-8 platforms more than 8platforms
Approximately how many content managementplatforms are currently in active use in
your organization
13
35
39
12
2
A lot more thannow
More thannow
About thesame
Less thannow
A lot lessthan now
How many content management platformsdo you think you will have in two years
Our efforts to modernize our informationinfrastructure are hampered by the mission-
critical functions performed by our legacysystems
Accessing content across different contentplatforms is a major challenge for our
knowledge workers
Agree or DisagreeNo opinionSomewhat agreeStrongly agree
Somewhat disagree Strongly disagree
Migrating information from on-premises repositories to cloud
repositories
Migrating content from oneECM platform to another
Getting rid of redundant trivialand obsolete information
How significant a problem is thisA significant problem A problem
4215 32
4219 27
4214 37
4613 32
4416 33
4424 10
3734 9
30
37
16
42
16
43
Integrating content management capabilitiesinto core line-of-business applications
Migrating content and data from legacy contentmanagement systems into more modern systems
Converting unstructured information and contentinto data that can be understood by machines
Getting widespread user adoption ofour content management system(s)
Classifying and applying metadatato archived content
How significant a problem are each of thefollowing for your organization
A problemA significant problem No opinion Not a problem at all
3133
23
67
1-2 platforms 3-4 platforms 5-6 platforms 7-8 platforms more than 8platforms
Approximately how many content managementplatforms are currently in active use in
your organization
13
35
39
12
2
A lot more thannow
More thannow
About thesame
Less thannow
A lot lessthan now
How many content management platformsdo you think you will have in two years
Our efforts to modernize our informationinfrastructure are hampered by the mission-
critical functions performed by our legacysystems
Accessing content across different contentplatforms is a major challenge for our
knowledge workers
Agree or DisagreeNo opinionSomewhat agreeStrongly agree
Somewhat disagree Strongly disagree
Migrating information from on-premises repositories to cloud
repositories
Migrating content from oneECM platform to another
Getting rid of redundant trivialand obsolete information
How significant a problem is thisA significant problem A problem
4215 32
4219 27
4214 37
4613 32
4416 33
4424 10
3734 9
30
37
16
42
16
43
BUILDING AN EFFECTIVE STRATEGY FOR CONTENT INTEGRATION AND MIGRATION
6 AIIM 2019 State of the Industry ndash Content Services Overall N = 307
Additional reading from Systemware An Automated Approach To Fast Report Extraction Systemwarersquos customer care and problem-solving mindset help the accounting group of a Fortune 500 Grocer automate its payroll report extraction ndash reducing year-end processing by 97 from 112 hours to three hours
copy AIIM 2019 wwwaiimorg 11 page AIIM Industry Watch
The problem of seamless content accessibility and availability is not just a matter of the number of repositories It is also a problem because a significant volume of critical content is not lodged within a dedicated content system at all but actually stored within a line of business process platform that often lacks core content and records capabilities This is due to the historic difficulty of integrating content capabilities beyond the initial process in which an ECM system was deployed Content integration remains a challenge for most organizations While most organizations continue to increase the number of content systems they use a rising portion of critical business content (now 54) remains OUTSIDE those content management systems7
Over five years ago AIIM asked end-user organizations this question ldquoWhat proportion of your unstructured content and information (excluding emails) would you say is stored in enterprise systems (ERP HR Finance CRM Project Management LOB etc) INSTEAD OF in a Content ManagementDM system(s) ndash and is not accessible through your Content ManagementDM system(s)rdquo
2018 20130 28 27
10 54 68
20 76 83
30 101 122
40 101 86
50 108 116
60 127 98
70 146 131
80 123 101
90 136 169
Average 544 535
The desire for more modular content capabilities surfaceable in context within multiple business processes is at the core of the evolution of the content space from ECM to Content ServicesTwo out of three organizations say that their efforts to address these problems ndash the efforts to modernize ndash are hampered by their reliance on the mission critical functions performed by their legacy systems This translates into suboptimal productivity for knowledge workers 71 of organizations say that accessing content across multiple platforms is a major challenge
This translates into a set of business problems that can only be addressed with a content migration strategy ndash moving information from one place to another ndash or a content integration strategy ndash establishing a platform to access and manage content no matter the repository or platform in which it is located As organizations consider these strategies a core driver is a familiar one in the content and records management space ndash how to responsibly dispose of information that is no longer needed for business legal or compliance purposes
Integrating content management capabilitiesinto core line-of-business applications
Migrating content and data from legacy contentmanagement systems into more modern systems
Converting unstructured information and contentinto data that can be understood by machines
Getting widespread user adoption ofour content management system(s)
Classifying and applying metadatato archived content
How significant a problem are each of thefollowing for your organization
A problemA significant problem No opinion Not a problem at all
3133
23
67
1-2 platforms 3-4 platforms 5-6 platforms 7-8 platforms more than 8platforms
Approximately how many content managementplatforms are currently in active use in
your organization
13
35
39
12
2
A lot more thannow
More thannow
About thesame
Less thannow
A lot lessthan now
How many content management platformsdo you think you will have in two years
Our efforts to modernize our informationinfrastructure are hampered by the mission-
critical functions performed by our legacysystems
Accessing content across different contentplatforms is a major challenge for our
knowledge workers
Agree or DisagreeNo opinionSomewhat agreeStrongly agree
Somewhat disagree Strongly disagree
Migrating information from on-premises repositories to cloud
repositories
Migrating content from oneECM platform to another
Getting rid of redundant trivialand obsolete information
How significant a problem is thisA significant problem A problem
4215 32
4219 27
4214 37
4613 32
4416 33
4424 10
3734 9
30
37
16
42
16
43
Integrating content management capabilitiesinto core line-of-business applications
Migrating content and data from legacy contentmanagement systems into more modern systems
Converting unstructured information and contentinto data that can be understood by machines
Getting widespread user adoption ofour content management system(s)
Classifying and applying metadatato archived content
How significant a problem are each of thefollowing for your organization
A problemA significant problem No opinion Not a problem at all
3133
23
67
1-2 platforms 3-4 platforms 5-6 platforms 7-8 platforms more than 8platforms
Approximately how many content managementplatforms are currently in active use in
your organization
13
35
39
12
2
A lot more thannow
More thannow
About thesame
Less thannow
A lot lessthan now
How many content management platformsdo you think you will have in two years
Our efforts to modernize our informationinfrastructure are hampered by the mission-
critical functions performed by our legacysystems
Accessing content across different contentplatforms is a major challenge for our
knowledge workers
Agree or DisagreeNo opinionSomewhat agreeStrongly agree
Somewhat disagree Strongly disagree
Migrating information from on-premises repositories to cloud
repositories
Migrating content from oneECM platform to another
Getting rid of redundant trivialand obsolete information
How significant a problem is thisA significant problem A problem
4215 32
4219 27
4214 37
4613 32
4416 33
4424 10
3734 9
30
37
16
42
16
43
BUILDING AN EFFECTIVE STRATEGY FOR CONTENT INTEGRATION AND MIGRATION
7 AIIM 2018 Meeting the Challenge of Digital Transformation Overall N = 366
copy AIIM 2019 wwwaiimorg 12pageAIIM Industry Watch
2 ndash How well-understood are the solutions to solve core content integration and migration problems
The rising volume of information and its potential value to customer experiences is changing what is needed from content management systems Organizations clearly understand that they have an information modernization problem but are struggling with solutions as the tide of information chaos rises
Content migration and content integration are not necessarily mutually exclusive ndash most organizations seeking to modernize employ some combination ndash but they are differentWhen thinking about a content migration project most organizations typically have both a ldquofromrdquo and a ldquotordquo in mind Organizations have four primary sources of content that they want to move away from 1) departmental shared drives 2) organizational shared drives 3) individual shared drives and 4) on-premises SharePoint repositories They are seeking to move this content INTO 1) cloud-based content services platforms 2) on-premises ECM platforms and 3) cloud-based Office 365 and SharePoint repositories
35
46
41
28
31
30
35
14
3
hard drives on individual computers
department shared drives
organization shared drives
On-premise ECM platforms
On-premise content services platforms
Cloud-based content services platforms
On-premise SharePoint repositories
Cloud-based SharePoint and Office365repositories
Other (please specify)
From WHERE are you tryingto migrate content
17
20
20
33
25
40
25
31
2
hard drives on individual computers
department shared drives
organization shared drives
On-premise ECM platforms
On-premise content services platforms
Cloud-based content services platforms
On-premise SharePoint repositories
Cloud-based SharePoint and Office365repositories
Other (please specify)
Where are you trying to migrate content TO
Leaders
Average
Laggards
Agree or Disagree The term content integrationis well-understood in our organization
No opinionSomewhat agreeStrongly agree Somewhat disagree Strongly disagree
14
18
27
16
8 79
Improvecustomer
responsiveness
Improveknowledge
workerproductivity
Improveorganizationalflexibility and
agility
Reducebusiness risk
Avoid changingcurrent recordsmanagementand retention
policies
Avoid changingtransactional
processesbased on a
specificrepository
To make aphased
migration overtime possible
What is the MOST important reason to considera content integration platform
-1
4
13
-12
0
-1
-1
Improve customer responsiveness
Improve knowledge worker productivity
Improve organizational flexibility and agility
Reduce business risk
Avoid changing current records managementand retention policies
Avoid changing transactional processes basedon a specific repository
To make a phased migration over time possible
Percentage point difference between leading vs laggingorganizations -- THE most important potential benefit
of a content integration initiative
8
41
31
10 11
Great mdashSunshine and rainbows
Pretty good mdashA walk in the park
Not so good mdashA root canal
Awful mdashOpen heart surgery
We havenrsquot done a significant content
migration or integration yet
The last time your organization conducted a significant contentmigration or integration project how would you
describe the experience
24 324 32
33 229 7
26 2128 7
35
46
41
28
31
30
35
14
3
hard drives on individual computers
department shared drives
organization shared drives
On-premise ECM platforms
On-premise content services platforms
Cloud-based content services platforms
On-premise SharePoint repositories
Cloud-based SharePoint and Office365repositories
Other (please specify)
From WHERE are you tryingto migrate content
17
20
20
33
25
40
25
31
2
hard drives on individual computers
department shared drives
organization shared drives
On-premise ECM platforms
On-premise content services platforms
Cloud-based content services platforms
On-premise SharePoint repositories
Cloud-based SharePoint and Office365repositories
Other (please specify)
Where are you trying to migrate content TO
Leaders
Average
Laggards
Agree or Disagree The term content integrationis well-understood in our organization
No opinionSomewhat agreeStrongly agree Somewhat disagree Strongly disagree
14
18
27
16
8 79
Improvecustomer
responsiveness
Improveknowledge
workerproductivity
Improveorganizationalflexibility and
agility
Reducebusiness risk
Avoid changingcurrent recordsmanagementand retention
policies
Avoid changingtransactional
processesbased on a
specificrepository
To make aphased
migration overtime possible
What is the MOST important reason to considera content integration platform
-1
4
13
-12
0
-1
-1
Improve customer responsiveness
Improve knowledge worker productivity
Improve organizational flexibility and agility
Reduce business risk
Avoid changing current records managementand retention policies
Avoid changing transactional processes basedon a specific repository
To make a phased migration over time possible
Percentage point difference between leading vs laggingorganizations -- THE most important potential benefit
of a content integration initiative
8
41
31
10 11
Great mdashSunshine and rainbows
Pretty good mdashA walk in the park
Not so good mdashA root canal
Awful mdashOpen heart surgery
We havenrsquot done a significant content
migration or integration yet
The last time your organization conducted a significant contentmigration or integration project how would you
describe the experience
24 324 32
33 229 7
26 2128 7
BUILDING AN EFFECTIVE STRATEGY FOR CONTENT INTEGRATION AND MIGRATION
copy AIIM 2019 wwwaiimorg 13 page AIIM Industry Watch
A key goal in any migration project is to avoid business disruption ndash 61 agree that ldquoavoiding a big bang migrationrdquo is an important priority 57 ldquodonrsquot make a distinction between data migration and content migrationrdquoContent integration seeks to avoid some of the disruptive challenges associated with migration by using a platform to access and manage content without moving it A challenge in undertaking a content integration project is that the term is still not well-understood by organizations 44 of organizations agree that ldquocontent integrationrdquo is well-understood in their organization while 31 disagreeWhile there are myriad reasons for undertaking a content integration project two useful questions to ask are 1) how widespread is understanding of the term ldquocontent integrationrdquo and 2) what do users see as the MOST important reason for undertaking such an initiativeThe term ldquocontent integrationrdquo is currently better understood by solution providers than it is by end users This is not unusual sell-side companies are often eager to hop on new marketing terms as a source of differentiation as are analyst companies looking to distinguish their consulting practicesThe data suggests that the very companies that would most benefit from a content rationalization and integration initiative ndash those with profit or service performance problems relative to their peers ndash have the lowest understanding of what the term means This suggests the need for ldquotop of funnelrdquo market education efforts ndash so users can put a name to the problem they are experiencing ndash before immediately moving into sell mode These lagging companies understand they have a problem (92 say accessing content across different content platforms is a problem 30 percentage points higher than the result for average or leading organizations) but they have not yet assigned a name to the solution set tied to this problem and are thus likely to encounter internal friction during acquisition
Conventional wisdom suggests that cost reduction is a primary reason for undertaking such an initiative along with mitigating information risk tied to eDiscovery The data suggests that most organizations view the value of a migration or integration project higher on the chain The most important reason cited for undertaking such an initiative is to improve organizational flexibility and agility (27) followed closely by improving knowledge worker productivity (18) This suggests that end-user organizations understand the problems created in their organizations by overflowing and incompatible information silos and recognize the need to do something about them
35
46
41
28
31
30
35
14
3
hard drives on individual computers
department shared drives
organization shared drives
On-premise ECM platforms
On-premise content services platforms
Cloud-based content services platforms
On-premise SharePoint repositories
Cloud-based SharePoint and Office365repositories
Other (please specify)
From WHERE are you tryingto migrate content
17
20
20
33
25
40
25
31
2
hard drives on individual computers
department shared drives
organization shared drives
On-premise ECM platforms
On-premise content services platforms
Cloud-based content services platforms
On-premise SharePoint repositories
Cloud-based SharePoint and Office365repositories
Other (please specify)
Where are you trying to migrate content TO
Leaders
Average
Laggards
Agree or Disagree The term content integrationis well-understood in our organization
No opinionSomewhat agreeStrongly agree Somewhat disagree Strongly disagree
14
18
27
16
8 79
Improvecustomer
responsiveness
Improveknowledge
workerproductivity
Improveorganizationalflexibility and
agility
Reducebusiness risk
Avoid changingcurrent recordsmanagementand retention
policies
Avoid changingtransactional
processesbased on a
specificrepository
To make aphased
migration overtime possible
What is the MOST important reason to considera content integration platform
-1
4
13
-12
0
-1
-1
Improve customer responsiveness
Improve knowledge worker productivity
Improve organizational flexibility and agility
Reduce business risk
Avoid changing current records managementand retention policies
Avoid changing transactional processes basedon a specific repository
To make a phased migration over time possible
Percentage point difference between leading vs laggingorganizations -- THE most important potential benefit
of a content integration initiative
8
41
31
10 11
Great mdashSunshine and rainbows
Pretty good mdashA walk in the park
Not so good mdashA root canal
Awful mdashOpen heart surgery
We havenrsquot done a significant content
migration or integration yet
The last time your organization conducted a significant contentmigration or integration project how would you
describe the experience
24 324 32
33 229 7
26 2128 7
35
46
41
28
31
30
35
14
3
hard drives on individual computers
department shared drives
organization shared drives
On-premise ECM platforms
On-premise content services platforms
Cloud-based content services platforms
On-premise SharePoint repositories
Cloud-based SharePoint and Office365repositories
Other (please specify)
From WHERE are you tryingto migrate content
17
20
20
33
25
40
25
31
2
hard drives on individual computers
department shared drives
organization shared drives
On-premise ECM platforms
On-premise content services platforms
Cloud-based content services platforms
On-premise SharePoint repositories
Cloud-based SharePoint and Office365repositories
Other (please specify)
Where are you trying to migrate content TO
Leaders
Average
Laggards
Agree or Disagree The term content integrationis well-understood in our organization
No opinionSomewhat agreeStrongly agree Somewhat disagree Strongly disagree
14
18
27
16
8 79
Improvecustomer
responsiveness
Improveknowledge
workerproductivity
Improveorganizationalflexibility and
agility
Reducebusiness risk
Avoid changingcurrent recordsmanagementand retention
policies
Avoid changingtransactional
processesbased on a
specificrepository
To make aphased
migration overtime possible
What is the MOST important reason to considera content integration platform
-1
4
13
-12
0
-1
-1
Improve customer responsiveness
Improve knowledge worker productivity
Improve organizational flexibility and agility
Reduce business risk
Avoid changing current records managementand retention policies
Avoid changing transactional processes basedon a specific repository
To make a phased migration over time possible
Percentage point difference between leading vs laggingorganizations -- THE most important potential benefit
of a content integration initiative
8
41
31
10 11
Great mdashSunshine and rainbows
Pretty good mdashA walk in the park
Not so good mdashA root canal
Awful mdashOpen heart surgery
We havenrsquot done a significant content
migration or integration yet
The last time your organization conducted a significant contentmigration or integration project how would you
describe the experience
24 324 32
33 229 7
26 2128 7
BUILDING AN EFFECTIVE STRATEGY FOR CONTENT INTEGRATION AND MIGRATION
Additional reading from Avepoint ldquoWe want to make it easy to use a compliant environmentrdquosaid Ryan ldquoOur plan is that if someone wants a SharePoint site or Group Cloud Governance can help them fill out a questionnaire to label everything for them and get approval so they can self-serve to improve productivityrdquo Link to this reportJenny Ryan Digital Information Analyst Airways New Zealand
copy AIIM 2019 wwwaiimorg 14pageAIIM Industry Watch
The differences between leading and lagging organizations are most striking when looking at these ldquomost importantrdquo reasons Leading organizations are forward looking when they think about content integration focused on how such an initiative can build business agility and improve the effectiveness of knowledge workers Lagging organizations are relatively more focused upon the risk avoidance part of the equation
Whether undertaking a content migration or content integration project it is important to understand that in the past these kinds of projects have had mixed success The technologies and solutions focused on content migration and integration have changed ndash and improved ndash significantly in the last few years moving away from the dreaded ldquobig bangrdquo approaches that often loom large in institutional memories AI and content services allow organizations to approach content infrastructure modernization with a different and less disruptive toolkit than has historically been the case However the legacy of 41 of organizations that would describe these projects as either a ldquoroot canalrdquo or ldquoopen heart surgeryrdquo persists
35
46
41
28
31
30
35
14
3
hard drives on individual computers
department shared drives
organization shared drives
On-premise ECM platforms
On-premise content services platforms
Cloud-based content services platforms
On-premise SharePoint repositories
Cloud-based SharePoint and Office365repositories
Other (please specify)
From WHERE are you tryingto migrate content
17
20
20
33
25
40
25
31
2
hard drives on individual computers
department shared drives
organization shared drives
On-premise ECM platforms
On-premise content services platforms
Cloud-based content services platforms
On-premise SharePoint repositories
Cloud-based SharePoint and Office365repositories
Other (please specify)
Where are you trying to migrate content TO
Leaders
Average
Laggards
Agree or Disagree The term content integrationis well-understood in our organization
No opinionSomewhat agreeStrongly agree Somewhat disagree Strongly disagree
14
18
27
16
8 79
Improvecustomer
responsiveness
Improveknowledge
workerproductivity
Improveorganizationalflexibility and
agility
Reducebusiness risk
Avoid changingcurrent recordsmanagementand retention
policies
Avoid changingtransactional
processesbased on a
specificrepository
To make aphased
migration overtime possible
What is the MOST important reason to considera content integration platform
-1
4
13
-12
0
-1
-1
Improve customer responsiveness
Improve knowledge worker productivity
Improve organizational flexibility and agility
Reduce business risk
Avoid changing current records managementand retention policies
Avoid changing transactional processes basedon a specific repository
To make a phased migration over time possible
Percentage point difference between leading vs laggingorganizations -- THE most important potential benefit
of a content integration initiative
8
41
31
10 11
Great mdashSunshine and rainbows
Pretty good mdashA walk in the park
Not so good mdashA root canal
Awful mdashOpen heart surgery
We havenrsquot done a significant content
migration or integration yet
The last time your organization conducted a significant contentmigration or integration project how would you
describe the experience
24 324 32
33 229 7
26 2128 7
35
46
41
28
31
30
35
14
3
hard drives on individual computers
department shared drives
organization shared drives
On-premise ECM platforms
On-premise content services platforms
Cloud-based content services platforms
On-premise SharePoint repositories
Cloud-based SharePoint and Office365repositories
Other (please specify)
From WHERE are you tryingto migrate content
17
20
20
33
25
40
25
31
2
hard drives on individual computers
department shared drives
organization shared drives
On-premise ECM platforms
On-premise content services platforms
Cloud-based content services platforms
On-premise SharePoint repositories
Cloud-based SharePoint and Office365repositories
Other (please specify)
Where are you trying to migrate content TO
Leaders
Average
Laggards
Agree or Disagree The term content integrationis well-understood in our organization
No opinionSomewhat agreeStrongly agree Somewhat disagree Strongly disagree
14
18
27
16
8 79
Improvecustomer
responsiveness
Improveknowledge
workerproductivity
Improveorganizationalflexibility and
agility
Reducebusiness risk
Avoid changingcurrent recordsmanagementand retention
policies
Avoid changingtransactional
processesbased on a
specificrepository
To make aphased
migration overtime possible
What is the MOST important reason to considera content integration platform
-1
4
13
-12
0
-1
-1
Improve customer responsiveness
Improve knowledge worker productivity
Improve organizational flexibility and agility
Reduce business risk
Avoid changing current records managementand retention policies
Avoid changing transactional processes basedon a specific repository
To make a phased migration over time possible
Percentage point difference between leading vs laggingorganizations -- THE most important potential benefit
of a content integration initiative
8
41
31
10 11
Great mdashSunshine and rainbows
Pretty good mdashA walk in the park
Not so good mdashA root canal
Awful mdashOpen heart surgery
We havenrsquot done a significant content
migration or integration yet
The last time your organization conducted a significant contentmigration or integration project how would you
describe the experience
24 324 32
33 229 7
26 2128 7
BUILDING AN EFFECTIVE STRATEGY FOR CONTENT INTEGRATION AND MIGRATION
copy AIIM 2019 wwwaiimorg 15 page AIIM Industry Watch
3 ndash How are end user organizations prioritizing their spending options in order to modernize their information toolkit
Content migration and content integration are clearly hot priorities for end-user organizations to 1) improve business and process agility and 2) improve knowledge worker productivity Over 60 of organizations say they are planning a significant content migration or integration initiative in the next 12 months
As mentioned earlier with regards to content integration it is important for those proposing these projects to take the high ground Certainly the direct savings that accrue from decommissioning a legacy system are important (27) as are the potential benefits within a particular business process (23) But the most important benefits to a significant migration or integration project are organizational ndash improved collaboration and access to information In short the benefits are directly tied to business agility and becoming a true digital business This is especially true as organizations shift their focus from improving specific point processes to transforming customer experiences and journeys across processes
The primary gatekeepers on these projects ndash those who should likely be on any buying andor implementation team ndash include 1) IT and IT services (likely most concerned about information security and systems integrity) 2) C-level executives (likely concerned about improving customer experiences and value) and 3) line-of-business operations executives (who can directly testify to the problems posed by siloed and inaccessible information) Actual budgets for these projects most likely reside with IT and IT Services
24
38
18
6
14
in 0-6 months in 6-12 months in 1-2 years in 2-3 years no projectsplanned
When are you planning your next significantcontent integration or migration project
27
23
44
5
direct cost savings fromdecommissioning a
legacy system
potential specificbusiness benefits tied
to a particular process
overall businessbenefits tied to
improved collaborationand access toinformation
Other (please specify)
As organizations consider the reasons for a large scaleECM migrationintegration project which do you think
is typically MOST important in getting theproject approved
42
71
15
19
29
18
15
30
18
36
20
Corporate amp Executive level
IT and IT Services
Sales
Marketing
Finance
Human Resources
Customer Service amp Support
Privacy amp Security
Legal
Operations
Records amp Information Management
Which of the following departments (please pick three)do you think are most critical in influencing approval
of a content migrationintegration project
11
55
3
0
7
4
3
3
1
5
9
Corporate amp Executive level
IT and IT Services
Sales
Marketing
Finance
Human Resources
Customer Service amp Support
Privacy amp Security
Legal
Operations
Records amp Information Management
Which department in your organization typicallyholds the budget or a significant content
migrationintegration project
Content Integration
Content Migration
Content Collaboration
What are your spending plans for each of thefollowing over the next 3-6months
no spending no plansspend less continue current spending spend more
$101 $101
$130
Content Integration Content Migration Content Collaboration
What was your budget last year for eachof the following (in 000s)
5118 6 26
4717 11 26
4918 8 25
24
38
18
6
14
in 0-6 months in 6-12 months in 1-2 years in 2-3 years no projectsplanned
When are you planning your next significantcontent integration or migration project
27
23
44
5
direct cost savings fromdecommissioning a
legacy system
potential specificbusiness benefits tied
to a particular process
overall businessbenefits tied to
improved collaborationand access toinformation
Other (please specify)
As organizations consider the reasons for a large scaleECM migrationintegration project which do you think
is typically MOST important in getting theproject approved
42
71
15
19
29
18
15
30
18
36
20
Corporate amp Executive level
IT and IT Services
Sales
Marketing
Finance
Human Resources
Customer Service amp Support
Privacy amp Security
Legal
Operations
Records amp Information Management
Which of the following departments (please pick three)do you think are most critical in influencing approval
of a content migrationintegration project
11
55
3
0
7
4
3
3
1
5
9
Corporate amp Executive level
IT and IT Services
Sales
Marketing
Finance
Human Resources
Customer Service amp Support
Privacy amp Security
Legal
Operations
Records amp Information Management
Which department in your organization typicallyholds the budget or a significant content
migrationintegration project
Content Integration
Content Migration
Content Collaboration
What are your spending plans for each of thefollowing over the next 3-6months
no spending no plansspend less continue current spending spend more
$101 $101
$130
Content Integration Content Migration Content Collaboration
What was your budget last year for eachof the following (in 000s)
5118 6 26
4717 11 26
4918 8 25
24
38
18
6
14
in 0-6 months in 6-12 months in 1-2 years in 2-3 years no projectsplanned
When are you planning your next significantcontent integration or migration project
27
23
44
5
direct cost savings fromdecommissioning a
legacy system
potential specificbusiness benefits tied
to a particular process
overall businessbenefits tied to
improved collaborationand access toinformation
Other (please specify)
As organizations consider the reasons for a large scaleECM migrationintegration project which do you think
is typically MOST important in getting theproject approved
42
71
15
19
29
18
15
30
18
36
20
Corporate amp Executive level
IT and IT Services
Sales
Marketing
Finance
Human Resources
Customer Service amp Support
Privacy amp Security
Legal
Operations
Records amp Information Management
Which of the following departments (please pick three)do you think are most critical in influencing approval
of a content migrationintegration project
11
55
3
0
7
4
3
3
1
5
9
Corporate amp Executive level
IT and IT Services
Sales
Marketing
Finance
Human Resources
Customer Service amp Support
Privacy amp Security
Legal
Operations
Records amp Information Management
Which department in your organization typicallyholds the budget or a significant content
migrationintegration project
Content Integration
Content Migration
Content Collaboration
What are your spending plans for each of thefollowing over the next 3-6months
no spending no plansspend less continue current spending spend more
$101 $101
$130
Content Integration Content Migration Content Collaboration
What was your budget last year for eachof the following (in 000s)
5118 6 26
4717 11 26
4918 8 25
BUILDING AN EFFECTIVE STRATEGY FOR CONTENT INTEGRATION AND MIGRATION
copy AIIM 2019 wwwaiimorg 16pageAIIM Industry Watch
Given that the primary strategic benefit from a content migration or integration project is likely improved knowledge worker productivity (access to information at the right time place and form) and process agility (more seamless integration of content in context into business processes) it is likely that many organizations are leveraging some spending focused on content collaboration into their migration and integration initiatives since the adoption of more modern approaches to collaboration also requires information platform modernization Annual budgets for each are robust and typically in excess of $100000 ndash and nearly 30 of organizations plan to increase this spending in the next 3-6 months
24
38
18
6
14
in 0-6 months in 6-12 months in 1-2 years in 2-3 years no projectsplanned
When are you planning your next significantcontent integration or migration project
27
23
44
5
direct cost savings fromdecommissioning a
legacy system
potential specificbusiness benefits tied
to a particular process
overall businessbenefits tied to
improved collaborationand access toinformation
Other (please specify)
As organizations consider the reasons for a large scaleECM migrationintegration project which do you think
is typically MOST important in getting theproject approved
42
71
15
19
29
18
15
30
18
36
20
Corporate amp Executive level
IT and IT Services
Sales
Marketing
Finance
Human Resources
Customer Service amp Support
Privacy amp Security
Legal
Operations
Records amp Information Management
Which of the following departments (please pick three)do you think are most critical in influencing approval
of a content migrationintegration project
11
55
3
0
7
4
3
3
1
5
9
Corporate amp Executive level
IT and IT Services
Sales
Marketing
Finance
Human Resources
Customer Service amp Support
Privacy amp Security
Legal
Operations
Records amp Information Management
Which department in your organization typicallyholds the budget or a significant content
migrationintegration project
Content Integration
Content Migration
Content Collaboration
What are your spending plans for each of thefollowing over the next 3-6months
no spending no plansspend less continue current spending spend more
$101 $101
$130
Content Integration Content Migration Content Collaboration
What was your budget last year for eachof the following (in 000s)
5118 6 26
4717 11 26
4918 8 25
24
38
18
6
14
in 0-6 months in 6-12 months in 1-2 years in 2-3 years no projectsplanned
When are you planning your next significantcontent integration or migration project
27
23
44
5
direct cost savings fromdecommissioning a
legacy system
potential specificbusiness benefits tied
to a particular process
overall businessbenefits tied to
improved collaborationand access toinformation
Other (please specify)
As organizations consider the reasons for a large scaleECM migrationintegration project which do you think
is typically MOST important in getting theproject approved
42
71
15
19
29
18
15
30
18
36
20
Corporate amp Executive level
IT and IT Services
Sales
Marketing
Finance
Human Resources
Customer Service amp Support
Privacy amp Security
Legal
Operations
Records amp Information Management
Which of the following departments (please pick three)do you think are most critical in influencing approval
of a content migrationintegration project
11
55
3
0
7
4
3
3
1
5
9
Corporate amp Executive level
IT and IT Services
Sales
Marketing
Finance
Human Resources
Customer Service amp Support
Privacy amp Security
Legal
Operations
Records amp Information Management
Which department in your organization typicallyholds the budget or a significant content
migrationintegration project
Content Integration
Content Migration
Content Collaboration
What are your spending plans for each of thefollowing over the next 3-6months
no spending no plansspend less continue current spending spend more
$101 $101
$130
Content Integration Content Migration Content Collaboration
What was your budget last year for eachof the following (in 000s)
5118 6 26
4717 11 26
4918 8 25
24
38
18
6
14
in 0-6 months in 6-12 months in 1-2 years in 2-3 years no projectsplanned
When are you planning your next significantcontent integration or migration project
27
23
44
5
direct cost savings fromdecommissioning a
legacy system
potential specificbusiness benefits tied
to a particular process
overall businessbenefits tied to
improved collaborationand access toinformation
Other (please specify)
As organizations consider the reasons for a large scaleECM migrationintegration project which do you think
is typically MOST important in getting theproject approved
42
71
15
19
29
18
15
30
18
36
20
Corporate amp Executive level
IT and IT Services
Sales
Marketing
Finance
Human Resources
Customer Service amp Support
Privacy amp Security
Legal
Operations
Records amp Information Management
Which of the following departments (please pick three)do you think are most critical in influencing approval
of a content migrationintegration project
11
55
3
0
7
4
3
3
1
5
9
Corporate amp Executive level
IT and IT Services
Sales
Marketing
Finance
Human Resources
Customer Service amp Support
Privacy amp Security
Legal
Operations
Records amp Information Management
Which department in your organization typicallyholds the budget or a significant content
migrationintegration project
Content Integration
Content Migration
Content Collaboration
What are your spending plans for each of thefollowing over the next 3-6months
no spending no plansspend less continue current spending spend more
$101 $101
$130
Content Integration Content Migration Content Collaboration
What was your budget last year for eachof the following (in 000s)
5118 6 26
4717 11 26
4918 8 25
BUILDING AN EFFECTIVE STRATEGY FOR CONTENT INTEGRATION AND MIGRATION
copy AIIM 2019 wwwaiimorg 17 page AIIM Industry Watch
Things You Need to Know AboutContent Integration and Migration
02
of organizations say migrating content and data from legacy content management systems into more modern systems is a problem
07
03 08
04 09
05
of organizations believe they must modernize their information management strategy in order to address rising levels of informationchaos
01
59
92
62
10
06
60
of organizations are planning asignificant content migration or integration initiative in the next12 months
of organizations struggle with integrating content management capabilities into core line-of-businesssystems
Nearly 40 of organizations have five or more major content management systems
40 They are seeking to move this content INTO 1) cloud-based content services platforms 2) on-premises ECM platforms and 3) cloud-based Office 365 and SharePoint repositories
User education needed - 44 of organizations say that ldquocontent integrationrdquo iswell-understood in their organization while 31disagree
44 31
For 44 the most important benefitsto a significant migration or integrationproject are organizational and strategic ndash improved collaboration and access to information ndash rather than mere cost savings
44
A key goal in any migration project is to avoid business disruption ndash 61 agree that ldquoavoiding a big bang migrationrdquo is an important priority61
Organizations have four primary sources of content that they want to move away from 1) departmental shared drives 2) organizational shared drives 3) individual shared drives and 4) on-premises SharePoint repositories
copy AIIM 2019 wwwaiimorg 18pageAIIM Industry Watch
Helix InternationalAward winning Enterprise Content Management (ECM) solutions company that offers individually tailored solutions to help Retire Migrate Integrate and Manage our customers ECM solutionsHelix International ensures critical data is protected stored and accessed lawfully with regard to the correct use access retention and deletion of data particularly with regard to the new GDPR in EuropeHelix International has successfully migrated 100s of ECM solutions
For further information please visit us at httpwwwhelix-intcom
DEVELOPED IN PARTNERSHIP WITH
AvePointAvePoint accelerates your digital transformation success Over 16000 companies and 6 million SharePoint and Office 365 users worldwide trust AvePoint software and services for their data migration management and protection needs in the cloud on-premises and hybrid environmentsA four-time Microsoft Partner of the Year AvePoint is a Microsoft Global ISV Partner and has been named to the Inc 500|5000 six times and the Deloitte Technology Fast 500trade five times Founded in 2001 AvePoint is privately held and headquartered in Jersey City NJ
Visit us at wwwavepointcom
copy AIIM 2019 wwwaiimorg 19 page AIIM Industry Watch
Systemware IncSystemware has been a pioneer in enterprise content management for nearly 40 years helping the worldrsquos largest and most highly regulated organizations capture content from a variety of business systems find it wherever it is stored and deliver it in the context needed for each business line Their content services platform Content Cloud allows organizations to transition from silos of enterprise content to a content services environment where they can simplify IT infrastructure reduce cost-to-serve and meet security and compliance requirements With Systemware Content Cloud organizations can break down information silos and transform their digital environmentsmdashimproving content access and use workflow efficiency and overall experience for users customers and partnersSystemware is committed to ensuring organizations meet information governance requirements in a manner that optimizes cost and complexity while providing a tailored experience for users Content Cloud helps organizations modernize their content management interoperate with a range of repositories and systems automate their processes personalize their experience and enable their content for business intelligence
For further information please visit us at httpswwwsystemwarecom
DEVELOPED IN PARTNERSHIP WITH
OpenTextOpenTexttrade Content Services help organizations Connect Content to their Digital BusinessOpenText Content Services include comprehensive capture content management and archiving solutions all available in the cloud on-premise or in flexible hybrid configurationsOpenText Content Services help organizations connect content to their digital business and transform to become Intelligent and Connected Enterprises by enhancing
The Digital Workplacebull Enabling the preferred productivity methods of a new generation
of knowledge workersbull Providing simple intuitive tools that drive creation sharing
and collaboration bull Delivering relevant content to users in context of daily tasks
The Digital Businessbull Extending into lead applications such as SAPreg Salesforcereg
and Microsoftregbull Applying metadata and governance rulesmdashautomatically
and consistentlybull Leveraging AI and machine learning for analytics and management
Governance and Securitybull Automating content lifecycle managementbull Implementing industry and government compliance protocolsbull Applying industry-leading security technology
OpenText Content Services Platforms are perennially recognized as Leaders by the most respected analyst firms
Learn more about OpenText Content Services athttpswwwopentextcomecm
More and more organizations face the need to migrate legacy content to a newer content suite either in the cloud or on-premise This may contain hundreds thousands or millions of files and documents with related metadata and business logic that need to be migrated Prove you have the skills to become the leader of your migration project with AIIMrsquos Certified Information Professional Designation
For further information click here
Require a Digital Leader to Help Drive Success
Content Migration Projects
LOOKING
FOR YOURNEXT STEP
CLICK HERE TO JOIN THE ONLINE DISCUSSION
Do you have a question about this research Would you like to discuss these findings with other members of AIIM
Here at AIIM we believe that information is your most important asset and we want to teach you the skills to manage it Wersquove felt this way since 1943 back when this community was foundedSure the technology has come a long way since then and the variety of information wersquore managing has changed a lot but one tenet has remained constant Wersquove always focused on the intersection of people processes and information We help organizations put information to workAIIM is a non-profit organization that provides independent research training and certification for information professionals
copy 2019AIIM8403 Colesville Road Suite 1100Silver Spring MD 20910 USA +1 301 587 8202 wwwaiimorg
AIIM EuropeOffice 1 Broomhall Business CentreWorcester WR5 2NT UK+44 (0)1905 727600wwwaiimorg
Whatrsquos NextThe CIP Can Help You and Your Organization Navigate the World of IIMNow is not the time to wait on your Digital Transformation initiative IIM practices and methodologies are critical to your success and AIIM can help Digital disruption calls for digital leaders with the skills and experience to optimize information assets and transform business Become that leader now through AIIMrsquos Certified Information Professional (CIP) programAIIM worked with industry experts and focus groups to define the body of knowledge necessary for information professionals to understand core IIM practice areas and methodologies built a certification and test based upon this body of knowledge that is available at locations around the world and created a set of training courses and materials to help information professionals prepare for the examination The path to CIP should be fairly simple for information practitioners who already have expertise and work experience AIIM has a number of resources that can help practitioners at all levels prepare to become a Certified Information Professionaln CIP Data Sheetn CIP Exam Outlinen CIP Study Guide (free to professional members
nonmember fee is $60 USD) n AIIM Training Coursesn Online CIP Prep Coursen In-Person CIP Prep Classesn Practice Exam
CIPs reflect a more integrated more holistic view of information management Changes in one process technology or practice invariably affect others in the organization CIPs are able to see the forest and the trees and understand and plan for these outcomes Because of this CIPs will identify and understand changes that could cause compliance issues thereby reducing liability Organizations that manage their information more effectively enjoy reduced costs faster time to market increased revenues and cash flow and increased business agility CIPs are uniquely positioned to help organizations achieve these benefits because they understand the interactions between different information intensive processes and activities
copy AIIM 2019 wwwaiimorg 4pageAIIM Industry Watch
Here at AIIM we believe that information is your most important asset and we want to teach you the skills to manage it Wersquove felt this way since 1943 back when this community was foundedSure the technology has come a long way since then and the variety of information wersquore managing has changed a lot but one tenet has remained constant mdash wersquove always focused on the intersection of people processes and information We help organizations put information to workAIIM is a non-profit organization that provides independent research training and certification for information professionals Visit us at wwwaiimorg
About AIIM
PROCESS USED AND SURVEY DEMOGRAPHICS
John Mancini
About the author
John Mancini is a Past President of AIIM He is a well-known author and speaker on information management and digital transformation As a frequent keynote speaker John offers his expertise on Digital Transformation and the struggle to overcome Information Chaos He blogs under the title Digital Landfill (httpinfoaiimorgdigital-landfill) has more than 11000 Twitter followers 6000 Linkedin followers and can be found on most social media as jmancini77 He has published more than 25 e-books the most recent beingn GDPR After the Deadlinen Automating Compliance and Governance n How does the Office 365 Revolution Impact Governance and
Process Automationn Enhancing Your RPA Implementation with Intelligent Informationn The State of Intelligent Information Management Getting Ahead of
the Digital Transformation Curve
copy AIIM 2019 wwwaiimorg 5 page AIIM Industry Watch
About AIIMrsquos Industry Watch ResearchOver two years ago AIIM introduced the concept of Intelligent Information Management or IIM and began researching the connections between IIM and Digital Transformation
AIIMrsquos IIM roadmap provides the following key capabilities
n CONTENT SERVICES ndash a flexible and modular approach that utilizes content and information wherever and whenever it is needed independent of the legacy ECM preoccupation of where it is stored
n PROCESS SERVICES ndash process tools that can be delivered with the simplicity of an app but within a framework that allows the business to remain in control and
n ANALYTICS SERVICES ndash automated tools to prepare ALL of its information ndash both structured and unstructured ndash for machine learning
ANALYTICSSERVICES
CONTENTSERVICES
PROCESSSERVICES
INTEL
LIG
ENT
I
NFORMATION MA
NA
GEM
ENT
Metadata and Taxonomy Management
PII Identification and Protection
User Personalization
Data Recognition Extraction and Standardization
Analytics Services
Business Process Management (BPM)
Robotic Process Automation (RPA)
Case Management
Decision Management
Process Services
Content ServicesMulti-Channel Capture
Records Managementand Preservation
Content Migration Integrationand Collaboration
Document Management
The term SERVICES is intentional in this definition because a modern enterprise must be able to link these capabilities together on the fly to respond to a continually changing business environmentOur 2019 Industry Watch research program looks at the impact of the rising tide of information chaos its impact on the effectiveness of Transformation initiatives and the adoption rates of core IIM technology building blocks AIIM Industry Watch reports examine core IIM building blocks as well as the key issues that surround them
The key drivers motivating potential customers Buying intentions and key purchase drivers during the next
12 months Obstacles faced during the acquisition and implementation
process and Business results achieved through IIM technologies
Our focus areas this year (with forecast release dates in parentheses) are
State of Industry ndash Content Services (March) Key Issues ndash Building an Effective Strategy for Content
Migration and Integration (April) Key Issues ndash Empowering the Digital Workplace (May) Key Issues ndash The Role of Intelligent Capture in Battling
Information Chaos (June) State of the Industry ndash Process Services (July) Key Issues ndash Integrating Content into Your RPAIntelligent
Automation Strategy (September) Key Issues ndash Understanding the Office 365 Revolution
(October) State of the Industry ndash Analytics Services (November)
copy AIIM 2019 wwwaiimorg 6pageAIIM Industry Watch
ABOUT THIS SURVEY
Introduction
We value our objectivity and independence as a non-profit industry association The results of the survey and the market commentary made in this report are independent of any bias from the vendor community The survey was taken using a web-based tool in late March 2019 The survey sample was a mix of respondents from the AIIM population (in the AIIM database but not necessarily AIIM members ndash about 40 of the total) and a sample of respondents completely independent of AIIM (about 60) The respondents in the non-AIIM sample were directors managers and other decision makers whose field of expertise was in Technology Implementation Technology Development Hardware (not only IT) Technology Development Software (not only IT) and Executive LeadershipA total of 255 individuals participated in the surveyThe core areas of responsibility for the survey participants were 42 information technologyIT 10 line of business 9 compliance security legal and 27 DM CM RM79 of participants were from organizations with gt 100 employees 38 from organizations with gt 1000 employees Organizations with less than 10 employees were excluded46 of the participants were from outside North AmericaThe largest industry segments represented in the survey were 1) Manufacturing Aerospace Food Processing 2) Finance Banking Insurance 3) High Tech 4) Retail Transportation Real Estate and 5) State and Local Government
Which is the best description of the departmentin which you work
Approximately how many employees arethere in your organization
Which of the following best describes theprimary business of your organization
27
10
42
9 11
RM DMCM
Line ofbusiness
IT ComplianceSecurity Legal
Other
21
4138
10-100 100-1000 over 1000
54
27
15
40
NA UK ampEMEA
Asia PacIndia
AusNZ
CASA
Where is your organization headquartered
8
116
107
2
14
42
57
83
21
47
Government amp Public Services - LocalStateFinance Banking Insurance
Government amp Public Services ndash NationalInternationalIT amp High Tech
EducationNon-Profit Charity
Manufacturing Aerospace Food ProcessEnergy Oil amp Gas Mining
ConsultantsEngineering amp Construction
HealthcareRetail Transport Real Estate
Telecoms Water UtilitiesMedia Entertainment Publishing
Document Services ProviderLegal and Professional Services
Other
30
60
10
Above average Average Below average
How would you rate the overall PROFITABILITY (or EFFECTIVENESS if youre a non-profit or government
agency) of your organization compared to othersin your industry or peer group
Which is the best description of the departmentin which you work
Approximately how many employees arethere in your organization
Which of the following best describes theprimary business of your organization
27
10
42
9 11
RM DMCM
Line ofbusiness
IT ComplianceSecurity Legal
Other
21
4138
10-100 100-1000 over 1000
54
27
15
40
NA UK ampEMEA
Asia PacIndia
AusNZ
CASA
Where is your organization headquartered
8
116
107
2
14
42
57
83
21
47
Government amp Public Services - LocalStateFinance Banking Insurance
Government amp Public Services ndash NationalInternationalIT amp High Tech
EducationNon-Profit Charity
Manufacturing Aerospace Food ProcessEnergy Oil amp Gas Mining
ConsultantsEngineering amp Construction
HealthcareRetail Transport Real Estate
Telecoms Water UtilitiesMedia Entertainment Publishing
Document Services ProviderLegal and Professional Services
Other
30
60
10
Above average Average Below average
How would you rate the overall PROFITABILITY (or EFFECTIVENESS if youre a non-profit or government
agency) of your organization compared to othersin your industry or peer group
Which is the best description of the departmentin which you work
Approximately how many employees arethere in your organization
Which of the following best describes theprimary business of your organization
27
10
42
9 11
RM DMCM
Line ofbusiness
IT ComplianceSecurity Legal
Other
21
4138
10-100 100-1000 over 1000
54
27
15
40
NA UK ampEMEA
Asia PacIndia
AusNZ
CASA
Where is your organization headquartered
8
116
107
2
14
42
57
83
21
47
Government amp Public Services - LocalStateFinance Banking Insurance
Government amp Public Services ndash NationalInternationalIT amp High Tech
EducationNon-Profit Charity
Manufacturing Aerospace Food ProcessEnergy Oil amp Gas Mining
ConsultantsEngineering amp Construction
HealthcareRetail Transport Real Estate
Telecoms Water UtilitiesMedia Entertainment Publishing
Document Services ProviderLegal and Professional Services
Other
30
60
10
Above average Average Below average
How would you rate the overall PROFITABILITY (or EFFECTIVENESS if youre a non-profit or government
agency) of your organization compared to othersin your industry or peer group
copy AIIM 2019 wwwaiimorg 7 page AIIM Industry Watch
BUILDING AN EFFECTIVE STRATEGY FOR CONTENT INTEGRATION AND MIGRATION
In addition during the survey we asked respondents to self-assess the performance of their organization (ldquoprofitabilityrdquo for companies ldquoeffectivenessrdquo for non-profits and governmental agencies) relative to other organizations in their peer group and score their performance as either ldquoabove averagerdquo (32) ldquoaveragerdquo (56) or ldquobelow averagerdquo (12) Throughout this eBook we have broken out some of the responses by these categories to establish the link between organizational performance and IIM maturity and effectivenessWe have also used data from previous AIIM market research reports to illustrate particular points The specific reports used are footnoted
Understanding the Connection Between Digital Transformation and Intelligent Information Management
Every organization is on ndash or should be on ndash a Digital Transformation journey 79 of organizations realize that they must transform into a true digital business in order to survive As the currency that fuels and funds the journey information is an organizationrsquos most valuable asset1
As organizations begin their Digital Transformation efforts they are focusing on three key areas for improvement 1) IT processes and their modernization (58 to give them more business agility) 2) Information Governance (42 to make their information assets more findable accurate and accessible to machines) and Customer Experiences (39 to increase value to customers and head off potential digital disruptors)2
Which is the best description of the departmentin which you work
Approximately how many employees arethere in your organization
Which of the following best describes theprimary business of your organization
27
10
42
9 11
RM DMCM
Line ofbusiness
IT ComplianceSecurity Legal
Other
21
4138
10-100 100-1000 over 1000
54
27
15
40
NA UK ampEMEA
Asia PacIndia
AusNZ
CASA
Where is your organization headquartered
8
116
107
2
14
42
57
83
21
47
Government amp Public Services - LocalStateFinance Banking Insurance
Government amp Public Services ndash NationalInternationalIT amp High Tech
EducationNon-Profit Charity
Manufacturing Aerospace Food ProcessEnergy Oil amp Gas Mining
ConsultantsEngineering amp Construction
HealthcareRetail Transport Real Estate
Telecoms Water UtilitiesMedia Entertainment Publishing
Document Services ProviderLegal and Professional Services
Other
30
60
10
Above average Average Below average
How would you rate the overall PROFITABILITY (or EFFECTIVENESS if youre a non-profit or government
agency) of your organization compared to othersin your industry or peer group
3940
20
2
Very important Important Somewhatimportant
Not importantat all
How important is DIGITAL TRANSFORMATIONto your organization
25
29
21
30
23
39
18
58
30
34
42
Production and inventory
Research and Development
Purchasing
Marketing
Sales
Customer service
Field services
IT processes
Human Resource Management
Accounting and Finance
Information Governance
Which processes are the focus of your Digital Transformationefforts (check as many as apply)
2
25
21
16
10
75
6
2
5
X 2X 3X 4X 5X 6X 7X 8X 9X 10X
Think about the huge amounts of data and information currentlycoming into your organization (call this current volume ldquoXrdquo)
What do you predict this volume will be in 2 years
8
18
23
19
11
9 9
1 2
90 80 70 60 50 40 30 20 10
Think about ALL of the information in your organization Whatwould be your best guess for the percentage of the total that
is unstructured INFORMATION
64
28
2
5
1
Completely agree
Somewhat agree
No opinion
Somewhat disagree
Completely disagree
Our information management strategy needs to bemodernized to meet modern problems
1 AIIM 2019 State of the Industry ndash Content Services Overall N = 3072 AIIM 2019 State of the Industry ndash Content Services Overall N = 307
Additional reading from Helix Helix International is a consulting and software company that focuses on Document and Data Solutions for documents and data intersection Its focal technology is the MARS Platform which serves as the framework for building applications and connecting data document repositories on disparate platforms See how HELIX International Migrates 50 TB of data for a large Hospital
copy AIIM 2019 wwwaiimorg 8pageAIIM Industry Watch
A rising tide of information chaos and confusion imperils these desired Digital Transformation journeys The volume velocity and variety of information that most organizations need to manage store and protect now exceeds their ability to even marginally keep pace with big content challenges On average organizations expect the volume of information coming into their organizations to grow from X to 42X over the next two years3 And most importantly for those who care about content management and content services they expect over 60 of this information to be unstructured (like a contract or a conversation) or semi-structured (like an invoice or a form)4
This rising tide of information chaos and confusion is creating a demand for new information management practices that extend beyond traditional Enterprise Content Management 92 of organizations believe that they must modernize their information management strategy in order to meet this challenge5
3 AIIM 2018 Automating Governance and Compliance Overall N = 275 4 AIIM 2018 Enhancing Your RPA Implementation with Intelligent Information Overall N = 2265 AIIM 2018 Meeting the Challenge of Digital Transformation Overall N = 366
3940
20
2
Very important Important Somewhatimportant
Not importantat all
How important is DIGITAL TRANSFORMATIONto your organization
25
29
21
30
23
39
18
58
30
34
42
Production and inventory
Research and Development
Purchasing
Marketing
Sales
Customer service
Field services
IT processes
Human Resource Management
Accounting and Finance
Information Governance
Which processes are the focus of your Digital Transformationefforts (check as many as apply)
2
25
21
16
10
75
6
2
5
X 2X 3X 4X 5X 6X 7X 8X 9X 10X
Think about the huge amounts of data and information currentlycoming into your organization (call this current volume ldquoXrdquo)
What do you predict this volume will be in 2 years
8
18
23
19
11
9 9
1 2
90 80 70 60 50 40 30 20 10
Think about ALL of the information in your organization Whatwould be your best guess for the percentage of the total that
is unstructured INFORMATION
64
28
2
5
1
Completely agree
Somewhat agree
No opinion
Somewhat disagree
Completely disagree
Our information management strategy needs to bemodernized to meet modern problems
3940
20
2
Very important Important Somewhatimportant
Not importantat all
How important is DIGITAL TRANSFORMATIONto your organization
25
29
21
30
23
39
18
58
30
34
42
Production and inventory
Research and Development
Purchasing
Marketing
Sales
Customer service
Field services
IT processes
Human Resource Management
Accounting and Finance
Information Governance
Which processes are the focus of your Digital Transformationefforts (check as many as apply)
2
25
21
16
10
75
6
2
5
X 2X 3X 4X 5X 6X 7X 8X 9X 10X
Think about the huge amounts of data and information currentlycoming into your organization (call this current volume ldquoXrdquo)
What do you predict this volume will be in 2 years
8
18
23
19
11
9 9
1 2
90 80 70 60 50 40 30 20 10
Think about ALL of the information in your organization Whatwould be your best guess for the percentage of the total that
is unstructured INFORMATION
64
28
2
5
1
Completely agree
Somewhat agree
No opinion
Somewhat disagree
Completely disagree
Our information management strategy needs to bemodernized to meet modern problems
3940
20
2
Very important Important Somewhatimportant
Not importantat all
How important is DIGITAL TRANSFORMATIONto your organization
25
29
21
30
23
39
18
58
30
34
42
Production and inventory
Research and Development
Purchasing
Marketing
Sales
Customer service
Field services
IT processes
Human Resource Management
Accounting and Finance
Information Governance
Which processes are the focus of your Digital Transformationefforts (check as many as apply)
2
25
21
16
10
75
6
2
5
X 2X 3X 4X 5X 6X 7X 8X 9X 10X
Think about the huge amounts of data and information currentlycoming into your organization (call this current volume ldquoXrdquo)
What do you predict this volume will be in 2 years
8
18
23
19
11
9 9
1 2
90 80 70 60 50 40 30 20 10
Think about ALL of the information in your organization Whatwould be your best guess for the percentage of the total that
is unstructured INFORMATION
64
28
2
5
1
Completely agree
Somewhat agree
No opinion
Somewhat disagree
Completely disagree
Our information management strategy needs to bemodernized to meet modern problems
3940
20
2
Very important Important Somewhatimportant
Not importantat all
How important is DIGITAL TRANSFORMATIONto your organization
25
29
21
30
23
39
18
58
30
34
42
Production and inventory
Research and Development
Purchasing
Marketing
Sales
Customer service
Field services
IT processes
Human Resource Management
Accounting and Finance
Information Governance
Which processes are the focus of your Digital Transformationefforts (check as many as apply)
2
25
21
16
10
75
6
2
5
X 2X 3X 4X 5X 6X 7X 8X 9X 10X
Think about the huge amounts of data and information currentlycoming into your organization (call this current volume ldquoXrdquo)
What do you predict this volume will be in 2 years
8
18
23
19
11
9 9
1 2
90 80 70 60 50 40 30 20 10
Think about ALL of the information in your organization Whatwould be your best guess for the percentage of the total that
is unstructured INFORMATION
64
28
2
5
1
Completely agree
Somewhat agree
No opinion
Somewhat disagree
Completely disagree
Our information management strategy needs to bemodernized to meet modern problems
BUILDING AN EFFECTIVE STRATEGY FOR CONTENT INTEGRATION AND MIGRATION
copy AIIM 2019 wwwaiimorg 9 page AIIM Industry Watch
This means that organizations must embrace much more modular and flexible content services strategies and platforms However ripping out existing systems that perform mission critical functions in order to ldquomodernizerdquo is not something an organization operating at significant scale can approach cavalierly The challenge is somewhat akin to attempting to change the wiring in a house while the power is still onContent migration and integration technologies provide a bridge allowing organizations to manage this change Doing so allows them to continue to leverage the value of past technology systems and investments maintain business and process continuity and also simultaneously embark upon needed change and modernizationIn this eBook we consider these core questions
BUILDING AN EFFECTIVE STRATEGY FOR CONTENT INTEGRATION AND MIGRATION
1 What specific business problems are driving interest in content migration and integration
2 How well-understood are the solutions to solve core content integration and migration problems
3 How are end user organizations prioritizing their spending options in order to modernize their information toolkit
copy AIIM 2019 wwwaiimorg 10pageAIIM Industry Watch
1 ndash What specific business problems are driving interest in content migration and integration
Every organization ndash regardless of industry ndash is now a technology organization But rising information chaos is a very real and strategic threat to the ability of organizations to succeed or even survive An effective Content Services strategy is key to addressing these challengesWithin this context many core information management problems are still unsolved by end users6
But how are organizations approaching this modernization challenge What kinds of problems are they encountering along the wayHow do organizations with existing ndash and multiple ndash content implementations think through the modernization challengeThe good news for many organizations is that it is easier than ever to deploy content management systems This is also the bad news and there seems no end to the balkanization of content capabilities A decade ago organizations could speculate about the possibility of one content repository to meet all needs the reality is that this has always been ndash and will continue to be ndash a false hope Nearly 40 of organizations have five or more major content management systems
This is not likely to change moving forward Only 14 of organizations believe that they will have fewer content platforms to manage in two years and 48 percent believe the number of content platforms will actually grow over the next two years
Integrating content management capabilitiesinto core line-of-business applications
Migrating content and data from legacy contentmanagement systems into more modern systems
Converting unstructured information and contentinto data that can be understood by machines
Getting widespread user adoption ofour content management system(s)
Classifying and applying metadatato archived content
How significant a problem are each of thefollowing for your organization
A problemA significant problem No opinion Not a problem at all
3133
23
67
1-2 platforms 3-4 platforms 5-6 platforms 7-8 platforms more than 8platforms
Approximately how many content managementplatforms are currently in active use in
your organization
13
35
39
12
2
A lot more thannow
More thannow
About thesame
Less thannow
A lot lessthan now
How many content management platformsdo you think you will have in two years
Our efforts to modernize our informationinfrastructure are hampered by the mission-
critical functions performed by our legacysystems
Accessing content across different contentplatforms is a major challenge for our
knowledge workers
Agree or DisagreeNo opinionSomewhat agreeStrongly agree
Somewhat disagree Strongly disagree
Migrating information from on-premises repositories to cloud
repositories
Migrating content from oneECM platform to another
Getting rid of redundant trivialand obsolete information
How significant a problem is thisA significant problem A problem
4215 32
4219 27
4214 37
4613 32
4416 33
4424 10
3734 9
30
37
16
42
16
43
Integrating content management capabilitiesinto core line-of-business applications
Migrating content and data from legacy contentmanagement systems into more modern systems
Converting unstructured information and contentinto data that can be understood by machines
Getting widespread user adoption ofour content management system(s)
Classifying and applying metadatato archived content
How significant a problem are each of thefollowing for your organization
A problemA significant problem No opinion Not a problem at all
3133
23
67
1-2 platforms 3-4 platforms 5-6 platforms 7-8 platforms more than 8platforms
Approximately how many content managementplatforms are currently in active use in
your organization
13
35
39
12
2
A lot more thannow
More thannow
About thesame
Less thannow
A lot lessthan now
How many content management platformsdo you think you will have in two years
Our efforts to modernize our informationinfrastructure are hampered by the mission-
critical functions performed by our legacysystems
Accessing content across different contentplatforms is a major challenge for our
knowledge workers
Agree or DisagreeNo opinionSomewhat agreeStrongly agree
Somewhat disagree Strongly disagree
Migrating information from on-premises repositories to cloud
repositories
Migrating content from oneECM platform to another
Getting rid of redundant trivialand obsolete information
How significant a problem is thisA significant problem A problem
4215 32
4219 27
4214 37
4613 32
4416 33
4424 10
3734 9
30
37
16
42
16
43
Integrating content management capabilitiesinto core line-of-business applications
Migrating content and data from legacy contentmanagement systems into more modern systems
Converting unstructured information and contentinto data that can be understood by machines
Getting widespread user adoption ofour content management system(s)
Classifying and applying metadatato archived content
How significant a problem are each of thefollowing for your organization
A problemA significant problem No opinion Not a problem at all
3133
23
67
1-2 platforms 3-4 platforms 5-6 platforms 7-8 platforms more than 8platforms
Approximately how many content managementplatforms are currently in active use in
your organization
13
35
39
12
2
A lot more thannow
More thannow
About thesame
Less thannow
A lot lessthan now
How many content management platformsdo you think you will have in two years
Our efforts to modernize our informationinfrastructure are hampered by the mission-
critical functions performed by our legacysystems
Accessing content across different contentplatforms is a major challenge for our
knowledge workers
Agree or DisagreeNo opinionSomewhat agreeStrongly agree
Somewhat disagree Strongly disagree
Migrating information from on-premises repositories to cloud
repositories
Migrating content from oneECM platform to another
Getting rid of redundant trivialand obsolete information
How significant a problem is thisA significant problem A problem
4215 32
4219 27
4214 37
4613 32
4416 33
4424 10
3734 9
30
37
16
42
16
43
BUILDING AN EFFECTIVE STRATEGY FOR CONTENT INTEGRATION AND MIGRATION
6 AIIM 2019 State of the Industry ndash Content Services Overall N = 307
Additional reading from Systemware An Automated Approach To Fast Report Extraction Systemwarersquos customer care and problem-solving mindset help the accounting group of a Fortune 500 Grocer automate its payroll report extraction ndash reducing year-end processing by 97 from 112 hours to three hours
copy AIIM 2019 wwwaiimorg 11 page AIIM Industry Watch
The problem of seamless content accessibility and availability is not just a matter of the number of repositories It is also a problem because a significant volume of critical content is not lodged within a dedicated content system at all but actually stored within a line of business process platform that often lacks core content and records capabilities This is due to the historic difficulty of integrating content capabilities beyond the initial process in which an ECM system was deployed Content integration remains a challenge for most organizations While most organizations continue to increase the number of content systems they use a rising portion of critical business content (now 54) remains OUTSIDE those content management systems7
Over five years ago AIIM asked end-user organizations this question ldquoWhat proportion of your unstructured content and information (excluding emails) would you say is stored in enterprise systems (ERP HR Finance CRM Project Management LOB etc) INSTEAD OF in a Content ManagementDM system(s) ndash and is not accessible through your Content ManagementDM system(s)rdquo
2018 20130 28 27
10 54 68
20 76 83
30 101 122
40 101 86
50 108 116
60 127 98
70 146 131
80 123 101
90 136 169
Average 544 535
The desire for more modular content capabilities surfaceable in context within multiple business processes is at the core of the evolution of the content space from ECM to Content ServicesTwo out of three organizations say that their efforts to address these problems ndash the efforts to modernize ndash are hampered by their reliance on the mission critical functions performed by their legacy systems This translates into suboptimal productivity for knowledge workers 71 of organizations say that accessing content across multiple platforms is a major challenge
This translates into a set of business problems that can only be addressed with a content migration strategy ndash moving information from one place to another ndash or a content integration strategy ndash establishing a platform to access and manage content no matter the repository or platform in which it is located As organizations consider these strategies a core driver is a familiar one in the content and records management space ndash how to responsibly dispose of information that is no longer needed for business legal or compliance purposes
Integrating content management capabilitiesinto core line-of-business applications
Migrating content and data from legacy contentmanagement systems into more modern systems
Converting unstructured information and contentinto data that can be understood by machines
Getting widespread user adoption ofour content management system(s)
Classifying and applying metadatato archived content
How significant a problem are each of thefollowing for your organization
A problemA significant problem No opinion Not a problem at all
3133
23
67
1-2 platforms 3-4 platforms 5-6 platforms 7-8 platforms more than 8platforms
Approximately how many content managementplatforms are currently in active use in
your organization
13
35
39
12
2
A lot more thannow
More thannow
About thesame
Less thannow
A lot lessthan now
How many content management platformsdo you think you will have in two years
Our efforts to modernize our informationinfrastructure are hampered by the mission-
critical functions performed by our legacysystems
Accessing content across different contentplatforms is a major challenge for our
knowledge workers
Agree or DisagreeNo opinionSomewhat agreeStrongly agree
Somewhat disagree Strongly disagree
Migrating information from on-premises repositories to cloud
repositories
Migrating content from oneECM platform to another
Getting rid of redundant trivialand obsolete information
How significant a problem is thisA significant problem A problem
4215 32
4219 27
4214 37
4613 32
4416 33
4424 10
3734 9
30
37
16
42
16
43
Integrating content management capabilitiesinto core line-of-business applications
Migrating content and data from legacy contentmanagement systems into more modern systems
Converting unstructured information and contentinto data that can be understood by machines
Getting widespread user adoption ofour content management system(s)
Classifying and applying metadatato archived content
How significant a problem are each of thefollowing for your organization
A problemA significant problem No opinion Not a problem at all
3133
23
67
1-2 platforms 3-4 platforms 5-6 platforms 7-8 platforms more than 8platforms
Approximately how many content managementplatforms are currently in active use in
your organization
13
35
39
12
2
A lot more thannow
More thannow
About thesame
Less thannow
A lot lessthan now
How many content management platformsdo you think you will have in two years
Our efforts to modernize our informationinfrastructure are hampered by the mission-
critical functions performed by our legacysystems
Accessing content across different contentplatforms is a major challenge for our
knowledge workers
Agree or DisagreeNo opinionSomewhat agreeStrongly agree
Somewhat disagree Strongly disagree
Migrating information from on-premises repositories to cloud
repositories
Migrating content from oneECM platform to another
Getting rid of redundant trivialand obsolete information
How significant a problem is thisA significant problem A problem
4215 32
4219 27
4214 37
4613 32
4416 33
4424 10
3734 9
30
37
16
42
16
43
BUILDING AN EFFECTIVE STRATEGY FOR CONTENT INTEGRATION AND MIGRATION
7 AIIM 2018 Meeting the Challenge of Digital Transformation Overall N = 366
copy AIIM 2019 wwwaiimorg 12pageAIIM Industry Watch
2 ndash How well-understood are the solutions to solve core content integration and migration problems
The rising volume of information and its potential value to customer experiences is changing what is needed from content management systems Organizations clearly understand that they have an information modernization problem but are struggling with solutions as the tide of information chaos rises
Content migration and content integration are not necessarily mutually exclusive ndash most organizations seeking to modernize employ some combination ndash but they are differentWhen thinking about a content migration project most organizations typically have both a ldquofromrdquo and a ldquotordquo in mind Organizations have four primary sources of content that they want to move away from 1) departmental shared drives 2) organizational shared drives 3) individual shared drives and 4) on-premises SharePoint repositories They are seeking to move this content INTO 1) cloud-based content services platforms 2) on-premises ECM platforms and 3) cloud-based Office 365 and SharePoint repositories
35
46
41
28
31
30
35
14
3
hard drives on individual computers
department shared drives
organization shared drives
On-premise ECM platforms
On-premise content services platforms
Cloud-based content services platforms
On-premise SharePoint repositories
Cloud-based SharePoint and Office365repositories
Other (please specify)
From WHERE are you tryingto migrate content
17
20
20
33
25
40
25
31
2
hard drives on individual computers
department shared drives
organization shared drives
On-premise ECM platforms
On-premise content services platforms
Cloud-based content services platforms
On-premise SharePoint repositories
Cloud-based SharePoint and Office365repositories
Other (please specify)
Where are you trying to migrate content TO
Leaders
Average
Laggards
Agree or Disagree The term content integrationis well-understood in our organization
No opinionSomewhat agreeStrongly agree Somewhat disagree Strongly disagree
14
18
27
16
8 79
Improvecustomer
responsiveness
Improveknowledge
workerproductivity
Improveorganizationalflexibility and
agility
Reducebusiness risk
Avoid changingcurrent recordsmanagementand retention
policies
Avoid changingtransactional
processesbased on a
specificrepository
To make aphased
migration overtime possible
What is the MOST important reason to considera content integration platform
-1
4
13
-12
0
-1
-1
Improve customer responsiveness
Improve knowledge worker productivity
Improve organizational flexibility and agility
Reduce business risk
Avoid changing current records managementand retention policies
Avoid changing transactional processes basedon a specific repository
To make a phased migration over time possible
Percentage point difference between leading vs laggingorganizations -- THE most important potential benefit
of a content integration initiative
8
41
31
10 11
Great mdashSunshine and rainbows
Pretty good mdashA walk in the park
Not so good mdashA root canal
Awful mdashOpen heart surgery
We havenrsquot done a significant content
migration or integration yet
The last time your organization conducted a significant contentmigration or integration project how would you
describe the experience
24 324 32
33 229 7
26 2128 7
35
46
41
28
31
30
35
14
3
hard drives on individual computers
department shared drives
organization shared drives
On-premise ECM platforms
On-premise content services platforms
Cloud-based content services platforms
On-premise SharePoint repositories
Cloud-based SharePoint and Office365repositories
Other (please specify)
From WHERE are you tryingto migrate content
17
20
20
33
25
40
25
31
2
hard drives on individual computers
department shared drives
organization shared drives
On-premise ECM platforms
On-premise content services platforms
Cloud-based content services platforms
On-premise SharePoint repositories
Cloud-based SharePoint and Office365repositories
Other (please specify)
Where are you trying to migrate content TO
Leaders
Average
Laggards
Agree or Disagree The term content integrationis well-understood in our organization
No opinionSomewhat agreeStrongly agree Somewhat disagree Strongly disagree
14
18
27
16
8 79
Improvecustomer
responsiveness
Improveknowledge
workerproductivity
Improveorganizationalflexibility and
agility
Reducebusiness risk
Avoid changingcurrent recordsmanagementand retention
policies
Avoid changingtransactional
processesbased on a
specificrepository
To make aphased
migration overtime possible
What is the MOST important reason to considera content integration platform
-1
4
13
-12
0
-1
-1
Improve customer responsiveness
Improve knowledge worker productivity
Improve organizational flexibility and agility
Reduce business risk
Avoid changing current records managementand retention policies
Avoid changing transactional processes basedon a specific repository
To make a phased migration over time possible
Percentage point difference between leading vs laggingorganizations -- THE most important potential benefit
of a content integration initiative
8
41
31
10 11
Great mdashSunshine and rainbows
Pretty good mdashA walk in the park
Not so good mdashA root canal
Awful mdashOpen heart surgery
We havenrsquot done a significant content
migration or integration yet
The last time your organization conducted a significant contentmigration or integration project how would you
describe the experience
24 324 32
33 229 7
26 2128 7
BUILDING AN EFFECTIVE STRATEGY FOR CONTENT INTEGRATION AND MIGRATION
copy AIIM 2019 wwwaiimorg 13 page AIIM Industry Watch
A key goal in any migration project is to avoid business disruption ndash 61 agree that ldquoavoiding a big bang migrationrdquo is an important priority 57 ldquodonrsquot make a distinction between data migration and content migrationrdquoContent integration seeks to avoid some of the disruptive challenges associated with migration by using a platform to access and manage content without moving it A challenge in undertaking a content integration project is that the term is still not well-understood by organizations 44 of organizations agree that ldquocontent integrationrdquo is well-understood in their organization while 31 disagreeWhile there are myriad reasons for undertaking a content integration project two useful questions to ask are 1) how widespread is understanding of the term ldquocontent integrationrdquo and 2) what do users see as the MOST important reason for undertaking such an initiativeThe term ldquocontent integrationrdquo is currently better understood by solution providers than it is by end users This is not unusual sell-side companies are often eager to hop on new marketing terms as a source of differentiation as are analyst companies looking to distinguish their consulting practicesThe data suggests that the very companies that would most benefit from a content rationalization and integration initiative ndash those with profit or service performance problems relative to their peers ndash have the lowest understanding of what the term means This suggests the need for ldquotop of funnelrdquo market education efforts ndash so users can put a name to the problem they are experiencing ndash before immediately moving into sell mode These lagging companies understand they have a problem (92 say accessing content across different content platforms is a problem 30 percentage points higher than the result for average or leading organizations) but they have not yet assigned a name to the solution set tied to this problem and are thus likely to encounter internal friction during acquisition
Conventional wisdom suggests that cost reduction is a primary reason for undertaking such an initiative along with mitigating information risk tied to eDiscovery The data suggests that most organizations view the value of a migration or integration project higher on the chain The most important reason cited for undertaking such an initiative is to improve organizational flexibility and agility (27) followed closely by improving knowledge worker productivity (18) This suggests that end-user organizations understand the problems created in their organizations by overflowing and incompatible information silos and recognize the need to do something about them
35
46
41
28
31
30
35
14
3
hard drives on individual computers
department shared drives
organization shared drives
On-premise ECM platforms
On-premise content services platforms
Cloud-based content services platforms
On-premise SharePoint repositories
Cloud-based SharePoint and Office365repositories
Other (please specify)
From WHERE are you tryingto migrate content
17
20
20
33
25
40
25
31
2
hard drives on individual computers
department shared drives
organization shared drives
On-premise ECM platforms
On-premise content services platforms
Cloud-based content services platforms
On-premise SharePoint repositories
Cloud-based SharePoint and Office365repositories
Other (please specify)
Where are you trying to migrate content TO
Leaders
Average
Laggards
Agree or Disagree The term content integrationis well-understood in our organization
No opinionSomewhat agreeStrongly agree Somewhat disagree Strongly disagree
14
18
27
16
8 79
Improvecustomer
responsiveness
Improveknowledge
workerproductivity
Improveorganizationalflexibility and
agility
Reducebusiness risk
Avoid changingcurrent recordsmanagementand retention
policies
Avoid changingtransactional
processesbased on a
specificrepository
To make aphased
migration overtime possible
What is the MOST important reason to considera content integration platform
-1
4
13
-12
0
-1
-1
Improve customer responsiveness
Improve knowledge worker productivity
Improve organizational flexibility and agility
Reduce business risk
Avoid changing current records managementand retention policies
Avoid changing transactional processes basedon a specific repository
To make a phased migration over time possible
Percentage point difference between leading vs laggingorganizations -- THE most important potential benefit
of a content integration initiative
8
41
31
10 11
Great mdashSunshine and rainbows
Pretty good mdashA walk in the park
Not so good mdashA root canal
Awful mdashOpen heart surgery
We havenrsquot done a significant content
migration or integration yet
The last time your organization conducted a significant contentmigration or integration project how would you
describe the experience
24 324 32
33 229 7
26 2128 7
35
46
41
28
31
30
35
14
3
hard drives on individual computers
department shared drives
organization shared drives
On-premise ECM platforms
On-premise content services platforms
Cloud-based content services platforms
On-premise SharePoint repositories
Cloud-based SharePoint and Office365repositories
Other (please specify)
From WHERE are you tryingto migrate content
17
20
20
33
25
40
25
31
2
hard drives on individual computers
department shared drives
organization shared drives
On-premise ECM platforms
On-premise content services platforms
Cloud-based content services platforms
On-premise SharePoint repositories
Cloud-based SharePoint and Office365repositories
Other (please specify)
Where are you trying to migrate content TO
Leaders
Average
Laggards
Agree or Disagree The term content integrationis well-understood in our organization
No opinionSomewhat agreeStrongly agree Somewhat disagree Strongly disagree
14
18
27
16
8 79
Improvecustomer
responsiveness
Improveknowledge
workerproductivity
Improveorganizationalflexibility and
agility
Reducebusiness risk
Avoid changingcurrent recordsmanagementand retention
policies
Avoid changingtransactional
processesbased on a
specificrepository
To make aphased
migration overtime possible
What is the MOST important reason to considera content integration platform
-1
4
13
-12
0
-1
-1
Improve customer responsiveness
Improve knowledge worker productivity
Improve organizational flexibility and agility
Reduce business risk
Avoid changing current records managementand retention policies
Avoid changing transactional processes basedon a specific repository
To make a phased migration over time possible
Percentage point difference between leading vs laggingorganizations -- THE most important potential benefit
of a content integration initiative
8
41
31
10 11
Great mdashSunshine and rainbows
Pretty good mdashA walk in the park
Not so good mdashA root canal
Awful mdashOpen heart surgery
We havenrsquot done a significant content
migration or integration yet
The last time your organization conducted a significant contentmigration or integration project how would you
describe the experience
24 324 32
33 229 7
26 2128 7
BUILDING AN EFFECTIVE STRATEGY FOR CONTENT INTEGRATION AND MIGRATION
Additional reading from Avepoint ldquoWe want to make it easy to use a compliant environmentrdquosaid Ryan ldquoOur plan is that if someone wants a SharePoint site or Group Cloud Governance can help them fill out a questionnaire to label everything for them and get approval so they can self-serve to improve productivityrdquo Link to this reportJenny Ryan Digital Information Analyst Airways New Zealand
copy AIIM 2019 wwwaiimorg 14pageAIIM Industry Watch
The differences between leading and lagging organizations are most striking when looking at these ldquomost importantrdquo reasons Leading organizations are forward looking when they think about content integration focused on how such an initiative can build business agility and improve the effectiveness of knowledge workers Lagging organizations are relatively more focused upon the risk avoidance part of the equation
Whether undertaking a content migration or content integration project it is important to understand that in the past these kinds of projects have had mixed success The technologies and solutions focused on content migration and integration have changed ndash and improved ndash significantly in the last few years moving away from the dreaded ldquobig bangrdquo approaches that often loom large in institutional memories AI and content services allow organizations to approach content infrastructure modernization with a different and less disruptive toolkit than has historically been the case However the legacy of 41 of organizations that would describe these projects as either a ldquoroot canalrdquo or ldquoopen heart surgeryrdquo persists
35
46
41
28
31
30
35
14
3
hard drives on individual computers
department shared drives
organization shared drives
On-premise ECM platforms
On-premise content services platforms
Cloud-based content services platforms
On-premise SharePoint repositories
Cloud-based SharePoint and Office365repositories
Other (please specify)
From WHERE are you tryingto migrate content
17
20
20
33
25
40
25
31
2
hard drives on individual computers
department shared drives
organization shared drives
On-premise ECM platforms
On-premise content services platforms
Cloud-based content services platforms
On-premise SharePoint repositories
Cloud-based SharePoint and Office365repositories
Other (please specify)
Where are you trying to migrate content TO
Leaders
Average
Laggards
Agree or Disagree The term content integrationis well-understood in our organization
No opinionSomewhat agreeStrongly agree Somewhat disagree Strongly disagree
14
18
27
16
8 79
Improvecustomer
responsiveness
Improveknowledge
workerproductivity
Improveorganizationalflexibility and
agility
Reducebusiness risk
Avoid changingcurrent recordsmanagementand retention
policies
Avoid changingtransactional
processesbased on a
specificrepository
To make aphased
migration overtime possible
What is the MOST important reason to considera content integration platform
-1
4
13
-12
0
-1
-1
Improve customer responsiveness
Improve knowledge worker productivity
Improve organizational flexibility and agility
Reduce business risk
Avoid changing current records managementand retention policies
Avoid changing transactional processes basedon a specific repository
To make a phased migration over time possible
Percentage point difference between leading vs laggingorganizations -- THE most important potential benefit
of a content integration initiative
8
41
31
10 11
Great mdashSunshine and rainbows
Pretty good mdashA walk in the park
Not so good mdashA root canal
Awful mdashOpen heart surgery
We havenrsquot done a significant content
migration or integration yet
The last time your organization conducted a significant contentmigration or integration project how would you
describe the experience
24 324 32
33 229 7
26 2128 7
35
46
41
28
31
30
35
14
3
hard drives on individual computers
department shared drives
organization shared drives
On-premise ECM platforms
On-premise content services platforms
Cloud-based content services platforms
On-premise SharePoint repositories
Cloud-based SharePoint and Office365repositories
Other (please specify)
From WHERE are you tryingto migrate content
17
20
20
33
25
40
25
31
2
hard drives on individual computers
department shared drives
organization shared drives
On-premise ECM platforms
On-premise content services platforms
Cloud-based content services platforms
On-premise SharePoint repositories
Cloud-based SharePoint and Office365repositories
Other (please specify)
Where are you trying to migrate content TO
Leaders
Average
Laggards
Agree or Disagree The term content integrationis well-understood in our organization
No opinionSomewhat agreeStrongly agree Somewhat disagree Strongly disagree
14
18
27
16
8 79
Improvecustomer
responsiveness
Improveknowledge
workerproductivity
Improveorganizationalflexibility and
agility
Reducebusiness risk
Avoid changingcurrent recordsmanagementand retention
policies
Avoid changingtransactional
processesbased on a
specificrepository
To make aphased
migration overtime possible
What is the MOST important reason to considera content integration platform
-1
4
13
-12
0
-1
-1
Improve customer responsiveness
Improve knowledge worker productivity
Improve organizational flexibility and agility
Reduce business risk
Avoid changing current records managementand retention policies
Avoid changing transactional processes basedon a specific repository
To make a phased migration over time possible
Percentage point difference between leading vs laggingorganizations -- THE most important potential benefit
of a content integration initiative
8
41
31
10 11
Great mdashSunshine and rainbows
Pretty good mdashA walk in the park
Not so good mdashA root canal
Awful mdashOpen heart surgery
We havenrsquot done a significant content
migration or integration yet
The last time your organization conducted a significant contentmigration or integration project how would you
describe the experience
24 324 32
33 229 7
26 2128 7
BUILDING AN EFFECTIVE STRATEGY FOR CONTENT INTEGRATION AND MIGRATION
copy AIIM 2019 wwwaiimorg 15 page AIIM Industry Watch
3 ndash How are end user organizations prioritizing their spending options in order to modernize their information toolkit
Content migration and content integration are clearly hot priorities for end-user organizations to 1) improve business and process agility and 2) improve knowledge worker productivity Over 60 of organizations say they are planning a significant content migration or integration initiative in the next 12 months
As mentioned earlier with regards to content integration it is important for those proposing these projects to take the high ground Certainly the direct savings that accrue from decommissioning a legacy system are important (27) as are the potential benefits within a particular business process (23) But the most important benefits to a significant migration or integration project are organizational ndash improved collaboration and access to information In short the benefits are directly tied to business agility and becoming a true digital business This is especially true as organizations shift their focus from improving specific point processes to transforming customer experiences and journeys across processes
The primary gatekeepers on these projects ndash those who should likely be on any buying andor implementation team ndash include 1) IT and IT services (likely most concerned about information security and systems integrity) 2) C-level executives (likely concerned about improving customer experiences and value) and 3) line-of-business operations executives (who can directly testify to the problems posed by siloed and inaccessible information) Actual budgets for these projects most likely reside with IT and IT Services
24
38
18
6
14
in 0-6 months in 6-12 months in 1-2 years in 2-3 years no projectsplanned
When are you planning your next significantcontent integration or migration project
27
23
44
5
direct cost savings fromdecommissioning a
legacy system
potential specificbusiness benefits tied
to a particular process
overall businessbenefits tied to
improved collaborationand access toinformation
Other (please specify)
As organizations consider the reasons for a large scaleECM migrationintegration project which do you think
is typically MOST important in getting theproject approved
42
71
15
19
29
18
15
30
18
36
20
Corporate amp Executive level
IT and IT Services
Sales
Marketing
Finance
Human Resources
Customer Service amp Support
Privacy amp Security
Legal
Operations
Records amp Information Management
Which of the following departments (please pick three)do you think are most critical in influencing approval
of a content migrationintegration project
11
55
3
0
7
4
3
3
1
5
9
Corporate amp Executive level
IT and IT Services
Sales
Marketing
Finance
Human Resources
Customer Service amp Support
Privacy amp Security
Legal
Operations
Records amp Information Management
Which department in your organization typicallyholds the budget or a significant content
migrationintegration project
Content Integration
Content Migration
Content Collaboration
What are your spending plans for each of thefollowing over the next 3-6months
no spending no plansspend less continue current spending spend more
$101 $101
$130
Content Integration Content Migration Content Collaboration
What was your budget last year for eachof the following (in 000s)
5118 6 26
4717 11 26
4918 8 25
24
38
18
6
14
in 0-6 months in 6-12 months in 1-2 years in 2-3 years no projectsplanned
When are you planning your next significantcontent integration or migration project
27
23
44
5
direct cost savings fromdecommissioning a
legacy system
potential specificbusiness benefits tied
to a particular process
overall businessbenefits tied to
improved collaborationand access toinformation
Other (please specify)
As organizations consider the reasons for a large scaleECM migrationintegration project which do you think
is typically MOST important in getting theproject approved
42
71
15
19
29
18
15
30
18
36
20
Corporate amp Executive level
IT and IT Services
Sales
Marketing
Finance
Human Resources
Customer Service amp Support
Privacy amp Security
Legal
Operations
Records amp Information Management
Which of the following departments (please pick three)do you think are most critical in influencing approval
of a content migrationintegration project
11
55
3
0
7
4
3
3
1
5
9
Corporate amp Executive level
IT and IT Services
Sales
Marketing
Finance
Human Resources
Customer Service amp Support
Privacy amp Security
Legal
Operations
Records amp Information Management
Which department in your organization typicallyholds the budget or a significant content
migrationintegration project
Content Integration
Content Migration
Content Collaboration
What are your spending plans for each of thefollowing over the next 3-6months
no spending no plansspend less continue current spending spend more
$101 $101
$130
Content Integration Content Migration Content Collaboration
What was your budget last year for eachof the following (in 000s)
5118 6 26
4717 11 26
4918 8 25
24
38
18
6
14
in 0-6 months in 6-12 months in 1-2 years in 2-3 years no projectsplanned
When are you planning your next significantcontent integration or migration project
27
23
44
5
direct cost savings fromdecommissioning a
legacy system
potential specificbusiness benefits tied
to a particular process
overall businessbenefits tied to
improved collaborationand access toinformation
Other (please specify)
As organizations consider the reasons for a large scaleECM migrationintegration project which do you think
is typically MOST important in getting theproject approved
42
71
15
19
29
18
15
30
18
36
20
Corporate amp Executive level
IT and IT Services
Sales
Marketing
Finance
Human Resources
Customer Service amp Support
Privacy amp Security
Legal
Operations
Records amp Information Management
Which of the following departments (please pick three)do you think are most critical in influencing approval
of a content migrationintegration project
11
55
3
0
7
4
3
3
1
5
9
Corporate amp Executive level
IT and IT Services
Sales
Marketing
Finance
Human Resources
Customer Service amp Support
Privacy amp Security
Legal
Operations
Records amp Information Management
Which department in your organization typicallyholds the budget or a significant content
migrationintegration project
Content Integration
Content Migration
Content Collaboration
What are your spending plans for each of thefollowing over the next 3-6months
no spending no plansspend less continue current spending spend more
$101 $101
$130
Content Integration Content Migration Content Collaboration
What was your budget last year for eachof the following (in 000s)
5118 6 26
4717 11 26
4918 8 25
BUILDING AN EFFECTIVE STRATEGY FOR CONTENT INTEGRATION AND MIGRATION
copy AIIM 2019 wwwaiimorg 16pageAIIM Industry Watch
Given that the primary strategic benefit from a content migration or integration project is likely improved knowledge worker productivity (access to information at the right time place and form) and process agility (more seamless integration of content in context into business processes) it is likely that many organizations are leveraging some spending focused on content collaboration into their migration and integration initiatives since the adoption of more modern approaches to collaboration also requires information platform modernization Annual budgets for each are robust and typically in excess of $100000 ndash and nearly 30 of organizations plan to increase this spending in the next 3-6 months
24
38
18
6
14
in 0-6 months in 6-12 months in 1-2 years in 2-3 years no projectsplanned
When are you planning your next significantcontent integration or migration project
27
23
44
5
direct cost savings fromdecommissioning a
legacy system
potential specificbusiness benefits tied
to a particular process
overall businessbenefits tied to
improved collaborationand access toinformation
Other (please specify)
As organizations consider the reasons for a large scaleECM migrationintegration project which do you think
is typically MOST important in getting theproject approved
42
71
15
19
29
18
15
30
18
36
20
Corporate amp Executive level
IT and IT Services
Sales
Marketing
Finance
Human Resources
Customer Service amp Support
Privacy amp Security
Legal
Operations
Records amp Information Management
Which of the following departments (please pick three)do you think are most critical in influencing approval
of a content migrationintegration project
11
55
3
0
7
4
3
3
1
5
9
Corporate amp Executive level
IT and IT Services
Sales
Marketing
Finance
Human Resources
Customer Service amp Support
Privacy amp Security
Legal
Operations
Records amp Information Management
Which department in your organization typicallyholds the budget or a significant content
migrationintegration project
Content Integration
Content Migration
Content Collaboration
What are your spending plans for each of thefollowing over the next 3-6months
no spending no plansspend less continue current spending spend more
$101 $101
$130
Content Integration Content Migration Content Collaboration
What was your budget last year for eachof the following (in 000s)
5118 6 26
4717 11 26
4918 8 25
24
38
18
6
14
in 0-6 months in 6-12 months in 1-2 years in 2-3 years no projectsplanned
When are you planning your next significantcontent integration or migration project
27
23
44
5
direct cost savings fromdecommissioning a
legacy system
potential specificbusiness benefits tied
to a particular process
overall businessbenefits tied to
improved collaborationand access toinformation
Other (please specify)
As organizations consider the reasons for a large scaleECM migrationintegration project which do you think
is typically MOST important in getting theproject approved
42
71
15
19
29
18
15
30
18
36
20
Corporate amp Executive level
IT and IT Services
Sales
Marketing
Finance
Human Resources
Customer Service amp Support
Privacy amp Security
Legal
Operations
Records amp Information Management
Which of the following departments (please pick three)do you think are most critical in influencing approval
of a content migrationintegration project
11
55
3
0
7
4
3
3
1
5
9
Corporate amp Executive level
IT and IT Services
Sales
Marketing
Finance
Human Resources
Customer Service amp Support
Privacy amp Security
Legal
Operations
Records amp Information Management
Which department in your organization typicallyholds the budget or a significant content
migrationintegration project
Content Integration
Content Migration
Content Collaboration
What are your spending plans for each of thefollowing over the next 3-6months
no spending no plansspend less continue current spending spend more
$101 $101
$130
Content Integration Content Migration Content Collaboration
What was your budget last year for eachof the following (in 000s)
5118 6 26
4717 11 26
4918 8 25
24
38
18
6
14
in 0-6 months in 6-12 months in 1-2 years in 2-3 years no projectsplanned
When are you planning your next significantcontent integration or migration project
27
23
44
5
direct cost savings fromdecommissioning a
legacy system
potential specificbusiness benefits tied
to a particular process
overall businessbenefits tied to
improved collaborationand access toinformation
Other (please specify)
As organizations consider the reasons for a large scaleECM migrationintegration project which do you think
is typically MOST important in getting theproject approved
42
71
15
19
29
18
15
30
18
36
20
Corporate amp Executive level
IT and IT Services
Sales
Marketing
Finance
Human Resources
Customer Service amp Support
Privacy amp Security
Legal
Operations
Records amp Information Management
Which of the following departments (please pick three)do you think are most critical in influencing approval
of a content migrationintegration project
11
55
3
0
7
4
3
3
1
5
9
Corporate amp Executive level
IT and IT Services
Sales
Marketing
Finance
Human Resources
Customer Service amp Support
Privacy amp Security
Legal
Operations
Records amp Information Management
Which department in your organization typicallyholds the budget or a significant content
migrationintegration project
Content Integration
Content Migration
Content Collaboration
What are your spending plans for each of thefollowing over the next 3-6months
no spending no plansspend less continue current spending spend more
$101 $101
$130
Content Integration Content Migration Content Collaboration
What was your budget last year for eachof the following (in 000s)
5118 6 26
4717 11 26
4918 8 25
BUILDING AN EFFECTIVE STRATEGY FOR CONTENT INTEGRATION AND MIGRATION
copy AIIM 2019 wwwaiimorg 17 page AIIM Industry Watch
Things You Need to Know AboutContent Integration and Migration
02
of organizations say migrating content and data from legacy content management systems into more modern systems is a problem
07
03 08
04 09
05
of organizations believe they must modernize their information management strategy in order to address rising levels of informationchaos
01
59
92
62
10
06
60
of organizations are planning asignificant content migration or integration initiative in the next12 months
of organizations struggle with integrating content management capabilities into core line-of-businesssystems
Nearly 40 of organizations have five or more major content management systems
40 They are seeking to move this content INTO 1) cloud-based content services platforms 2) on-premises ECM platforms and 3) cloud-based Office 365 and SharePoint repositories
User education needed - 44 of organizations say that ldquocontent integrationrdquo iswell-understood in their organization while 31disagree
44 31
For 44 the most important benefitsto a significant migration or integrationproject are organizational and strategic ndash improved collaboration and access to information ndash rather than mere cost savings
44
A key goal in any migration project is to avoid business disruption ndash 61 agree that ldquoavoiding a big bang migrationrdquo is an important priority61
Organizations have four primary sources of content that they want to move away from 1) departmental shared drives 2) organizational shared drives 3) individual shared drives and 4) on-premises SharePoint repositories
copy AIIM 2019 wwwaiimorg 18pageAIIM Industry Watch
Helix InternationalAward winning Enterprise Content Management (ECM) solutions company that offers individually tailored solutions to help Retire Migrate Integrate and Manage our customers ECM solutionsHelix International ensures critical data is protected stored and accessed lawfully with regard to the correct use access retention and deletion of data particularly with regard to the new GDPR in EuropeHelix International has successfully migrated 100s of ECM solutions
For further information please visit us at httpwwwhelix-intcom
DEVELOPED IN PARTNERSHIP WITH
AvePointAvePoint accelerates your digital transformation success Over 16000 companies and 6 million SharePoint and Office 365 users worldwide trust AvePoint software and services for their data migration management and protection needs in the cloud on-premises and hybrid environmentsA four-time Microsoft Partner of the Year AvePoint is a Microsoft Global ISV Partner and has been named to the Inc 500|5000 six times and the Deloitte Technology Fast 500trade five times Founded in 2001 AvePoint is privately held and headquartered in Jersey City NJ
Visit us at wwwavepointcom
copy AIIM 2019 wwwaiimorg 19 page AIIM Industry Watch
Systemware IncSystemware has been a pioneer in enterprise content management for nearly 40 years helping the worldrsquos largest and most highly regulated organizations capture content from a variety of business systems find it wherever it is stored and deliver it in the context needed for each business line Their content services platform Content Cloud allows organizations to transition from silos of enterprise content to a content services environment where they can simplify IT infrastructure reduce cost-to-serve and meet security and compliance requirements With Systemware Content Cloud organizations can break down information silos and transform their digital environmentsmdashimproving content access and use workflow efficiency and overall experience for users customers and partnersSystemware is committed to ensuring organizations meet information governance requirements in a manner that optimizes cost and complexity while providing a tailored experience for users Content Cloud helps organizations modernize their content management interoperate with a range of repositories and systems automate their processes personalize their experience and enable their content for business intelligence
For further information please visit us at httpswwwsystemwarecom
DEVELOPED IN PARTNERSHIP WITH
OpenTextOpenTexttrade Content Services help organizations Connect Content to their Digital BusinessOpenText Content Services include comprehensive capture content management and archiving solutions all available in the cloud on-premise or in flexible hybrid configurationsOpenText Content Services help organizations connect content to their digital business and transform to become Intelligent and Connected Enterprises by enhancing
The Digital Workplacebull Enabling the preferred productivity methods of a new generation
of knowledge workersbull Providing simple intuitive tools that drive creation sharing
and collaboration bull Delivering relevant content to users in context of daily tasks
The Digital Businessbull Extending into lead applications such as SAPreg Salesforcereg
and Microsoftregbull Applying metadata and governance rulesmdashautomatically
and consistentlybull Leveraging AI and machine learning for analytics and management
Governance and Securitybull Automating content lifecycle managementbull Implementing industry and government compliance protocolsbull Applying industry-leading security technology
OpenText Content Services Platforms are perennially recognized as Leaders by the most respected analyst firms
Learn more about OpenText Content Services athttpswwwopentextcomecm
More and more organizations face the need to migrate legacy content to a newer content suite either in the cloud or on-premise This may contain hundreds thousands or millions of files and documents with related metadata and business logic that need to be migrated Prove you have the skills to become the leader of your migration project with AIIMrsquos Certified Information Professional Designation
For further information click here
Require a Digital Leader to Help Drive Success
Content Migration Projects
LOOKING
FOR YOURNEXT STEP
CLICK HERE TO JOIN THE ONLINE DISCUSSION
Do you have a question about this research Would you like to discuss these findings with other members of AIIM
Here at AIIM we believe that information is your most important asset and we want to teach you the skills to manage it Wersquove felt this way since 1943 back when this community was foundedSure the technology has come a long way since then and the variety of information wersquore managing has changed a lot but one tenet has remained constant Wersquove always focused on the intersection of people processes and information We help organizations put information to workAIIM is a non-profit organization that provides independent research training and certification for information professionals
copy 2019AIIM8403 Colesville Road Suite 1100Silver Spring MD 20910 USA +1 301 587 8202 wwwaiimorg
AIIM EuropeOffice 1 Broomhall Business CentreWorcester WR5 2NT UK+44 (0)1905 727600wwwaiimorg
Whatrsquos NextThe CIP Can Help You and Your Organization Navigate the World of IIMNow is not the time to wait on your Digital Transformation initiative IIM practices and methodologies are critical to your success and AIIM can help Digital disruption calls for digital leaders with the skills and experience to optimize information assets and transform business Become that leader now through AIIMrsquos Certified Information Professional (CIP) programAIIM worked with industry experts and focus groups to define the body of knowledge necessary for information professionals to understand core IIM practice areas and methodologies built a certification and test based upon this body of knowledge that is available at locations around the world and created a set of training courses and materials to help information professionals prepare for the examination The path to CIP should be fairly simple for information practitioners who already have expertise and work experience AIIM has a number of resources that can help practitioners at all levels prepare to become a Certified Information Professionaln CIP Data Sheetn CIP Exam Outlinen CIP Study Guide (free to professional members
nonmember fee is $60 USD) n AIIM Training Coursesn Online CIP Prep Coursen In-Person CIP Prep Classesn Practice Exam
CIPs reflect a more integrated more holistic view of information management Changes in one process technology or practice invariably affect others in the organization CIPs are able to see the forest and the trees and understand and plan for these outcomes Because of this CIPs will identify and understand changes that could cause compliance issues thereby reducing liability Organizations that manage their information more effectively enjoy reduced costs faster time to market increased revenues and cash flow and increased business agility CIPs are uniquely positioned to help organizations achieve these benefits because they understand the interactions between different information intensive processes and activities
copy AIIM 2019 wwwaiimorg 5 page AIIM Industry Watch
About AIIMrsquos Industry Watch ResearchOver two years ago AIIM introduced the concept of Intelligent Information Management or IIM and began researching the connections between IIM and Digital Transformation
AIIMrsquos IIM roadmap provides the following key capabilities
n CONTENT SERVICES ndash a flexible and modular approach that utilizes content and information wherever and whenever it is needed independent of the legacy ECM preoccupation of where it is stored
n PROCESS SERVICES ndash process tools that can be delivered with the simplicity of an app but within a framework that allows the business to remain in control and
n ANALYTICS SERVICES ndash automated tools to prepare ALL of its information ndash both structured and unstructured ndash for machine learning
ANALYTICSSERVICES
CONTENTSERVICES
PROCESSSERVICES
INTEL
LIG
ENT
I
NFORMATION MA
NA
GEM
ENT
Metadata and Taxonomy Management
PII Identification and Protection
User Personalization
Data Recognition Extraction and Standardization
Analytics Services
Business Process Management (BPM)
Robotic Process Automation (RPA)
Case Management
Decision Management
Process Services
Content ServicesMulti-Channel Capture
Records Managementand Preservation
Content Migration Integrationand Collaboration
Document Management
The term SERVICES is intentional in this definition because a modern enterprise must be able to link these capabilities together on the fly to respond to a continually changing business environmentOur 2019 Industry Watch research program looks at the impact of the rising tide of information chaos its impact on the effectiveness of Transformation initiatives and the adoption rates of core IIM technology building blocks AIIM Industry Watch reports examine core IIM building blocks as well as the key issues that surround them
The key drivers motivating potential customers Buying intentions and key purchase drivers during the next
12 months Obstacles faced during the acquisition and implementation
process and Business results achieved through IIM technologies
Our focus areas this year (with forecast release dates in parentheses) are
State of Industry ndash Content Services (March) Key Issues ndash Building an Effective Strategy for Content
Migration and Integration (April) Key Issues ndash Empowering the Digital Workplace (May) Key Issues ndash The Role of Intelligent Capture in Battling
Information Chaos (June) State of the Industry ndash Process Services (July) Key Issues ndash Integrating Content into Your RPAIntelligent
Automation Strategy (September) Key Issues ndash Understanding the Office 365 Revolution
(October) State of the Industry ndash Analytics Services (November)
copy AIIM 2019 wwwaiimorg 6pageAIIM Industry Watch
ABOUT THIS SURVEY
Introduction
We value our objectivity and independence as a non-profit industry association The results of the survey and the market commentary made in this report are independent of any bias from the vendor community The survey was taken using a web-based tool in late March 2019 The survey sample was a mix of respondents from the AIIM population (in the AIIM database but not necessarily AIIM members ndash about 40 of the total) and a sample of respondents completely independent of AIIM (about 60) The respondents in the non-AIIM sample were directors managers and other decision makers whose field of expertise was in Technology Implementation Technology Development Hardware (not only IT) Technology Development Software (not only IT) and Executive LeadershipA total of 255 individuals participated in the surveyThe core areas of responsibility for the survey participants were 42 information technologyIT 10 line of business 9 compliance security legal and 27 DM CM RM79 of participants were from organizations with gt 100 employees 38 from organizations with gt 1000 employees Organizations with less than 10 employees were excluded46 of the participants were from outside North AmericaThe largest industry segments represented in the survey were 1) Manufacturing Aerospace Food Processing 2) Finance Banking Insurance 3) High Tech 4) Retail Transportation Real Estate and 5) State and Local Government
Which is the best description of the departmentin which you work
Approximately how many employees arethere in your organization
Which of the following best describes theprimary business of your organization
27
10
42
9 11
RM DMCM
Line ofbusiness
IT ComplianceSecurity Legal
Other
21
4138
10-100 100-1000 over 1000
54
27
15
40
NA UK ampEMEA
Asia PacIndia
AusNZ
CASA
Where is your organization headquartered
8
116
107
2
14
42
57
83
21
47
Government amp Public Services - LocalStateFinance Banking Insurance
Government amp Public Services ndash NationalInternationalIT amp High Tech
EducationNon-Profit Charity
Manufacturing Aerospace Food ProcessEnergy Oil amp Gas Mining
ConsultantsEngineering amp Construction
HealthcareRetail Transport Real Estate
Telecoms Water UtilitiesMedia Entertainment Publishing
Document Services ProviderLegal and Professional Services
Other
30
60
10
Above average Average Below average
How would you rate the overall PROFITABILITY (or EFFECTIVENESS if youre a non-profit or government
agency) of your organization compared to othersin your industry or peer group
Which is the best description of the departmentin which you work
Approximately how many employees arethere in your organization
Which of the following best describes theprimary business of your organization
27
10
42
9 11
RM DMCM
Line ofbusiness
IT ComplianceSecurity Legal
Other
21
4138
10-100 100-1000 over 1000
54
27
15
40
NA UK ampEMEA
Asia PacIndia
AusNZ
CASA
Where is your organization headquartered
8
116
107
2
14
42
57
83
21
47
Government amp Public Services - LocalStateFinance Banking Insurance
Government amp Public Services ndash NationalInternationalIT amp High Tech
EducationNon-Profit Charity
Manufacturing Aerospace Food ProcessEnergy Oil amp Gas Mining
ConsultantsEngineering amp Construction
HealthcareRetail Transport Real Estate
Telecoms Water UtilitiesMedia Entertainment Publishing
Document Services ProviderLegal and Professional Services
Other
30
60
10
Above average Average Below average
How would you rate the overall PROFITABILITY (or EFFECTIVENESS if youre a non-profit or government
agency) of your organization compared to othersin your industry or peer group
Which is the best description of the departmentin which you work
Approximately how many employees arethere in your organization
Which of the following best describes theprimary business of your organization
27
10
42
9 11
RM DMCM
Line ofbusiness
IT ComplianceSecurity Legal
Other
21
4138
10-100 100-1000 over 1000
54
27
15
40
NA UK ampEMEA
Asia PacIndia
AusNZ
CASA
Where is your organization headquartered
8
116
107
2
14
42
57
83
21
47
Government amp Public Services - LocalStateFinance Banking Insurance
Government amp Public Services ndash NationalInternationalIT amp High Tech
EducationNon-Profit Charity
Manufacturing Aerospace Food ProcessEnergy Oil amp Gas Mining
ConsultantsEngineering amp Construction
HealthcareRetail Transport Real Estate
Telecoms Water UtilitiesMedia Entertainment Publishing
Document Services ProviderLegal and Professional Services
Other
30
60
10
Above average Average Below average
How would you rate the overall PROFITABILITY (or EFFECTIVENESS if youre a non-profit or government
agency) of your organization compared to othersin your industry or peer group
copy AIIM 2019 wwwaiimorg 7 page AIIM Industry Watch
BUILDING AN EFFECTIVE STRATEGY FOR CONTENT INTEGRATION AND MIGRATION
In addition during the survey we asked respondents to self-assess the performance of their organization (ldquoprofitabilityrdquo for companies ldquoeffectivenessrdquo for non-profits and governmental agencies) relative to other organizations in their peer group and score their performance as either ldquoabove averagerdquo (32) ldquoaveragerdquo (56) or ldquobelow averagerdquo (12) Throughout this eBook we have broken out some of the responses by these categories to establish the link between organizational performance and IIM maturity and effectivenessWe have also used data from previous AIIM market research reports to illustrate particular points The specific reports used are footnoted
Understanding the Connection Between Digital Transformation and Intelligent Information Management
Every organization is on ndash or should be on ndash a Digital Transformation journey 79 of organizations realize that they must transform into a true digital business in order to survive As the currency that fuels and funds the journey information is an organizationrsquos most valuable asset1
As organizations begin their Digital Transformation efforts they are focusing on three key areas for improvement 1) IT processes and their modernization (58 to give them more business agility) 2) Information Governance (42 to make their information assets more findable accurate and accessible to machines) and Customer Experiences (39 to increase value to customers and head off potential digital disruptors)2
Which is the best description of the departmentin which you work
Approximately how many employees arethere in your organization
Which of the following best describes theprimary business of your organization
27
10
42
9 11
RM DMCM
Line ofbusiness
IT ComplianceSecurity Legal
Other
21
4138
10-100 100-1000 over 1000
54
27
15
40
NA UK ampEMEA
Asia PacIndia
AusNZ
CASA
Where is your organization headquartered
8
116
107
2
14
42
57
83
21
47
Government amp Public Services - LocalStateFinance Banking Insurance
Government amp Public Services ndash NationalInternationalIT amp High Tech
EducationNon-Profit Charity
Manufacturing Aerospace Food ProcessEnergy Oil amp Gas Mining
ConsultantsEngineering amp Construction
HealthcareRetail Transport Real Estate
Telecoms Water UtilitiesMedia Entertainment Publishing
Document Services ProviderLegal and Professional Services
Other
30
60
10
Above average Average Below average
How would you rate the overall PROFITABILITY (or EFFECTIVENESS if youre a non-profit or government
agency) of your organization compared to othersin your industry or peer group
3940
20
2
Very important Important Somewhatimportant
Not importantat all
How important is DIGITAL TRANSFORMATIONto your organization
25
29
21
30
23
39
18
58
30
34
42
Production and inventory
Research and Development
Purchasing
Marketing
Sales
Customer service
Field services
IT processes
Human Resource Management
Accounting and Finance
Information Governance
Which processes are the focus of your Digital Transformationefforts (check as many as apply)
2
25
21
16
10
75
6
2
5
X 2X 3X 4X 5X 6X 7X 8X 9X 10X
Think about the huge amounts of data and information currentlycoming into your organization (call this current volume ldquoXrdquo)
What do you predict this volume will be in 2 years
8
18
23
19
11
9 9
1 2
90 80 70 60 50 40 30 20 10
Think about ALL of the information in your organization Whatwould be your best guess for the percentage of the total that
is unstructured INFORMATION
64
28
2
5
1
Completely agree
Somewhat agree
No opinion
Somewhat disagree
Completely disagree
Our information management strategy needs to bemodernized to meet modern problems
1 AIIM 2019 State of the Industry ndash Content Services Overall N = 3072 AIIM 2019 State of the Industry ndash Content Services Overall N = 307
Additional reading from Helix Helix International is a consulting and software company that focuses on Document and Data Solutions for documents and data intersection Its focal technology is the MARS Platform which serves as the framework for building applications and connecting data document repositories on disparate platforms See how HELIX International Migrates 50 TB of data for a large Hospital
copy AIIM 2019 wwwaiimorg 8pageAIIM Industry Watch
A rising tide of information chaos and confusion imperils these desired Digital Transformation journeys The volume velocity and variety of information that most organizations need to manage store and protect now exceeds their ability to even marginally keep pace with big content challenges On average organizations expect the volume of information coming into their organizations to grow from X to 42X over the next two years3 And most importantly for those who care about content management and content services they expect over 60 of this information to be unstructured (like a contract or a conversation) or semi-structured (like an invoice or a form)4
This rising tide of information chaos and confusion is creating a demand for new information management practices that extend beyond traditional Enterprise Content Management 92 of organizations believe that they must modernize their information management strategy in order to meet this challenge5
3 AIIM 2018 Automating Governance and Compliance Overall N = 275 4 AIIM 2018 Enhancing Your RPA Implementation with Intelligent Information Overall N = 2265 AIIM 2018 Meeting the Challenge of Digital Transformation Overall N = 366
3940
20
2
Very important Important Somewhatimportant
Not importantat all
How important is DIGITAL TRANSFORMATIONto your organization
25
29
21
30
23
39
18
58
30
34
42
Production and inventory
Research and Development
Purchasing
Marketing
Sales
Customer service
Field services
IT processes
Human Resource Management
Accounting and Finance
Information Governance
Which processes are the focus of your Digital Transformationefforts (check as many as apply)
2
25
21
16
10
75
6
2
5
X 2X 3X 4X 5X 6X 7X 8X 9X 10X
Think about the huge amounts of data and information currentlycoming into your organization (call this current volume ldquoXrdquo)
What do you predict this volume will be in 2 years
8
18
23
19
11
9 9
1 2
90 80 70 60 50 40 30 20 10
Think about ALL of the information in your organization Whatwould be your best guess for the percentage of the total that
is unstructured INFORMATION
64
28
2
5
1
Completely agree
Somewhat agree
No opinion
Somewhat disagree
Completely disagree
Our information management strategy needs to bemodernized to meet modern problems
3940
20
2
Very important Important Somewhatimportant
Not importantat all
How important is DIGITAL TRANSFORMATIONto your organization
25
29
21
30
23
39
18
58
30
34
42
Production and inventory
Research and Development
Purchasing
Marketing
Sales
Customer service
Field services
IT processes
Human Resource Management
Accounting and Finance
Information Governance
Which processes are the focus of your Digital Transformationefforts (check as many as apply)
2
25
21
16
10
75
6
2
5
X 2X 3X 4X 5X 6X 7X 8X 9X 10X
Think about the huge amounts of data and information currentlycoming into your organization (call this current volume ldquoXrdquo)
What do you predict this volume will be in 2 years
8
18
23
19
11
9 9
1 2
90 80 70 60 50 40 30 20 10
Think about ALL of the information in your organization Whatwould be your best guess for the percentage of the total that
is unstructured INFORMATION
64
28
2
5
1
Completely agree
Somewhat agree
No opinion
Somewhat disagree
Completely disagree
Our information management strategy needs to bemodernized to meet modern problems
3940
20
2
Very important Important Somewhatimportant
Not importantat all
How important is DIGITAL TRANSFORMATIONto your organization
25
29
21
30
23
39
18
58
30
34
42
Production and inventory
Research and Development
Purchasing
Marketing
Sales
Customer service
Field services
IT processes
Human Resource Management
Accounting and Finance
Information Governance
Which processes are the focus of your Digital Transformationefforts (check as many as apply)
2
25
21
16
10
75
6
2
5
X 2X 3X 4X 5X 6X 7X 8X 9X 10X
Think about the huge amounts of data and information currentlycoming into your organization (call this current volume ldquoXrdquo)
What do you predict this volume will be in 2 years
8
18
23
19
11
9 9
1 2
90 80 70 60 50 40 30 20 10
Think about ALL of the information in your organization Whatwould be your best guess for the percentage of the total that
is unstructured INFORMATION
64
28
2
5
1
Completely agree
Somewhat agree
No opinion
Somewhat disagree
Completely disagree
Our information management strategy needs to bemodernized to meet modern problems
3940
20
2
Very important Important Somewhatimportant
Not importantat all
How important is DIGITAL TRANSFORMATIONto your organization
25
29
21
30
23
39
18
58
30
34
42
Production and inventory
Research and Development
Purchasing
Marketing
Sales
Customer service
Field services
IT processes
Human Resource Management
Accounting and Finance
Information Governance
Which processes are the focus of your Digital Transformationefforts (check as many as apply)
2
25
21
16
10
75
6
2
5
X 2X 3X 4X 5X 6X 7X 8X 9X 10X
Think about the huge amounts of data and information currentlycoming into your organization (call this current volume ldquoXrdquo)
What do you predict this volume will be in 2 years
8
18
23
19
11
9 9
1 2
90 80 70 60 50 40 30 20 10
Think about ALL of the information in your organization Whatwould be your best guess for the percentage of the total that
is unstructured INFORMATION
64
28
2
5
1
Completely agree
Somewhat agree
No opinion
Somewhat disagree
Completely disagree
Our information management strategy needs to bemodernized to meet modern problems
BUILDING AN EFFECTIVE STRATEGY FOR CONTENT INTEGRATION AND MIGRATION
copy AIIM 2019 wwwaiimorg 9 page AIIM Industry Watch
This means that organizations must embrace much more modular and flexible content services strategies and platforms However ripping out existing systems that perform mission critical functions in order to ldquomodernizerdquo is not something an organization operating at significant scale can approach cavalierly The challenge is somewhat akin to attempting to change the wiring in a house while the power is still onContent migration and integration technologies provide a bridge allowing organizations to manage this change Doing so allows them to continue to leverage the value of past technology systems and investments maintain business and process continuity and also simultaneously embark upon needed change and modernizationIn this eBook we consider these core questions
BUILDING AN EFFECTIVE STRATEGY FOR CONTENT INTEGRATION AND MIGRATION
1 What specific business problems are driving interest in content migration and integration
2 How well-understood are the solutions to solve core content integration and migration problems
3 How are end user organizations prioritizing their spending options in order to modernize their information toolkit
copy AIIM 2019 wwwaiimorg 10pageAIIM Industry Watch
1 ndash What specific business problems are driving interest in content migration and integration
Every organization ndash regardless of industry ndash is now a technology organization But rising information chaos is a very real and strategic threat to the ability of organizations to succeed or even survive An effective Content Services strategy is key to addressing these challengesWithin this context many core information management problems are still unsolved by end users6
But how are organizations approaching this modernization challenge What kinds of problems are they encountering along the wayHow do organizations with existing ndash and multiple ndash content implementations think through the modernization challengeThe good news for many organizations is that it is easier than ever to deploy content management systems This is also the bad news and there seems no end to the balkanization of content capabilities A decade ago organizations could speculate about the possibility of one content repository to meet all needs the reality is that this has always been ndash and will continue to be ndash a false hope Nearly 40 of organizations have five or more major content management systems
This is not likely to change moving forward Only 14 of organizations believe that they will have fewer content platforms to manage in two years and 48 percent believe the number of content platforms will actually grow over the next two years
Integrating content management capabilitiesinto core line-of-business applications
Migrating content and data from legacy contentmanagement systems into more modern systems
Converting unstructured information and contentinto data that can be understood by machines
Getting widespread user adoption ofour content management system(s)
Classifying and applying metadatato archived content
How significant a problem are each of thefollowing for your organization
A problemA significant problem No opinion Not a problem at all
3133
23
67
1-2 platforms 3-4 platforms 5-6 platforms 7-8 platforms more than 8platforms
Approximately how many content managementplatforms are currently in active use in
your organization
13
35
39
12
2
A lot more thannow
More thannow
About thesame
Less thannow
A lot lessthan now
How many content management platformsdo you think you will have in two years
Our efforts to modernize our informationinfrastructure are hampered by the mission-
critical functions performed by our legacysystems
Accessing content across different contentplatforms is a major challenge for our
knowledge workers
Agree or DisagreeNo opinionSomewhat agreeStrongly agree
Somewhat disagree Strongly disagree
Migrating information from on-premises repositories to cloud
repositories
Migrating content from oneECM platform to another
Getting rid of redundant trivialand obsolete information
How significant a problem is thisA significant problem A problem
4215 32
4219 27
4214 37
4613 32
4416 33
4424 10
3734 9
30
37
16
42
16
43
Integrating content management capabilitiesinto core line-of-business applications
Migrating content and data from legacy contentmanagement systems into more modern systems
Converting unstructured information and contentinto data that can be understood by machines
Getting widespread user adoption ofour content management system(s)
Classifying and applying metadatato archived content
How significant a problem are each of thefollowing for your organization
A problemA significant problem No opinion Not a problem at all
3133
23
67
1-2 platforms 3-4 platforms 5-6 platforms 7-8 platforms more than 8platforms
Approximately how many content managementplatforms are currently in active use in
your organization
13
35
39
12
2
A lot more thannow
More thannow
About thesame
Less thannow
A lot lessthan now
How many content management platformsdo you think you will have in two years
Our efforts to modernize our informationinfrastructure are hampered by the mission-
critical functions performed by our legacysystems
Accessing content across different contentplatforms is a major challenge for our
knowledge workers
Agree or DisagreeNo opinionSomewhat agreeStrongly agree
Somewhat disagree Strongly disagree
Migrating information from on-premises repositories to cloud
repositories
Migrating content from oneECM platform to another
Getting rid of redundant trivialand obsolete information
How significant a problem is thisA significant problem A problem
4215 32
4219 27
4214 37
4613 32
4416 33
4424 10
3734 9
30
37
16
42
16
43
Integrating content management capabilitiesinto core line-of-business applications
Migrating content and data from legacy contentmanagement systems into more modern systems
Converting unstructured information and contentinto data that can be understood by machines
Getting widespread user adoption ofour content management system(s)
Classifying and applying metadatato archived content
How significant a problem are each of thefollowing for your organization
A problemA significant problem No opinion Not a problem at all
3133
23
67
1-2 platforms 3-4 platforms 5-6 platforms 7-8 platforms more than 8platforms
Approximately how many content managementplatforms are currently in active use in
your organization
13
35
39
12
2
A lot more thannow
More thannow
About thesame
Less thannow
A lot lessthan now
How many content management platformsdo you think you will have in two years
Our efforts to modernize our informationinfrastructure are hampered by the mission-
critical functions performed by our legacysystems
Accessing content across different contentplatforms is a major challenge for our
knowledge workers
Agree or DisagreeNo opinionSomewhat agreeStrongly agree
Somewhat disagree Strongly disagree
Migrating information from on-premises repositories to cloud
repositories
Migrating content from oneECM platform to another
Getting rid of redundant trivialand obsolete information
How significant a problem is thisA significant problem A problem
4215 32
4219 27
4214 37
4613 32
4416 33
4424 10
3734 9
30
37
16
42
16
43
BUILDING AN EFFECTIVE STRATEGY FOR CONTENT INTEGRATION AND MIGRATION
6 AIIM 2019 State of the Industry ndash Content Services Overall N = 307
Additional reading from Systemware An Automated Approach To Fast Report Extraction Systemwarersquos customer care and problem-solving mindset help the accounting group of a Fortune 500 Grocer automate its payroll report extraction ndash reducing year-end processing by 97 from 112 hours to three hours
copy AIIM 2019 wwwaiimorg 11 page AIIM Industry Watch
The problem of seamless content accessibility and availability is not just a matter of the number of repositories It is also a problem because a significant volume of critical content is not lodged within a dedicated content system at all but actually stored within a line of business process platform that often lacks core content and records capabilities This is due to the historic difficulty of integrating content capabilities beyond the initial process in which an ECM system was deployed Content integration remains a challenge for most organizations While most organizations continue to increase the number of content systems they use a rising portion of critical business content (now 54) remains OUTSIDE those content management systems7
Over five years ago AIIM asked end-user organizations this question ldquoWhat proportion of your unstructured content and information (excluding emails) would you say is stored in enterprise systems (ERP HR Finance CRM Project Management LOB etc) INSTEAD OF in a Content ManagementDM system(s) ndash and is not accessible through your Content ManagementDM system(s)rdquo
2018 20130 28 27
10 54 68
20 76 83
30 101 122
40 101 86
50 108 116
60 127 98
70 146 131
80 123 101
90 136 169
Average 544 535
The desire for more modular content capabilities surfaceable in context within multiple business processes is at the core of the evolution of the content space from ECM to Content ServicesTwo out of three organizations say that their efforts to address these problems ndash the efforts to modernize ndash are hampered by their reliance on the mission critical functions performed by their legacy systems This translates into suboptimal productivity for knowledge workers 71 of organizations say that accessing content across multiple platforms is a major challenge
This translates into a set of business problems that can only be addressed with a content migration strategy ndash moving information from one place to another ndash or a content integration strategy ndash establishing a platform to access and manage content no matter the repository or platform in which it is located As organizations consider these strategies a core driver is a familiar one in the content and records management space ndash how to responsibly dispose of information that is no longer needed for business legal or compliance purposes
Integrating content management capabilitiesinto core line-of-business applications
Migrating content and data from legacy contentmanagement systems into more modern systems
Converting unstructured information and contentinto data that can be understood by machines
Getting widespread user adoption ofour content management system(s)
Classifying and applying metadatato archived content
How significant a problem are each of thefollowing for your organization
A problemA significant problem No opinion Not a problem at all
3133
23
67
1-2 platforms 3-4 platforms 5-6 platforms 7-8 platforms more than 8platforms
Approximately how many content managementplatforms are currently in active use in
your organization
13
35
39
12
2
A lot more thannow
More thannow
About thesame
Less thannow
A lot lessthan now
How many content management platformsdo you think you will have in two years
Our efforts to modernize our informationinfrastructure are hampered by the mission-
critical functions performed by our legacysystems
Accessing content across different contentplatforms is a major challenge for our
knowledge workers
Agree or DisagreeNo opinionSomewhat agreeStrongly agree
Somewhat disagree Strongly disagree
Migrating information from on-premises repositories to cloud
repositories
Migrating content from oneECM platform to another
Getting rid of redundant trivialand obsolete information
How significant a problem is thisA significant problem A problem
4215 32
4219 27
4214 37
4613 32
4416 33
4424 10
3734 9
30
37
16
42
16
43
Integrating content management capabilitiesinto core line-of-business applications
Migrating content and data from legacy contentmanagement systems into more modern systems
Converting unstructured information and contentinto data that can be understood by machines
Getting widespread user adoption ofour content management system(s)
Classifying and applying metadatato archived content
How significant a problem are each of thefollowing for your organization
A problemA significant problem No opinion Not a problem at all
3133
23
67
1-2 platforms 3-4 platforms 5-6 platforms 7-8 platforms more than 8platforms
Approximately how many content managementplatforms are currently in active use in
your organization
13
35
39
12
2
A lot more thannow
More thannow
About thesame
Less thannow
A lot lessthan now
How many content management platformsdo you think you will have in two years
Our efforts to modernize our informationinfrastructure are hampered by the mission-
critical functions performed by our legacysystems
Accessing content across different contentplatforms is a major challenge for our
knowledge workers
Agree or DisagreeNo opinionSomewhat agreeStrongly agree
Somewhat disagree Strongly disagree
Migrating information from on-premises repositories to cloud
repositories
Migrating content from oneECM platform to another
Getting rid of redundant trivialand obsolete information
How significant a problem is thisA significant problem A problem
4215 32
4219 27
4214 37
4613 32
4416 33
4424 10
3734 9
30
37
16
42
16
43
BUILDING AN EFFECTIVE STRATEGY FOR CONTENT INTEGRATION AND MIGRATION
7 AIIM 2018 Meeting the Challenge of Digital Transformation Overall N = 366
copy AIIM 2019 wwwaiimorg 12pageAIIM Industry Watch
2 ndash How well-understood are the solutions to solve core content integration and migration problems
The rising volume of information and its potential value to customer experiences is changing what is needed from content management systems Organizations clearly understand that they have an information modernization problem but are struggling with solutions as the tide of information chaos rises
Content migration and content integration are not necessarily mutually exclusive ndash most organizations seeking to modernize employ some combination ndash but they are differentWhen thinking about a content migration project most organizations typically have both a ldquofromrdquo and a ldquotordquo in mind Organizations have four primary sources of content that they want to move away from 1) departmental shared drives 2) organizational shared drives 3) individual shared drives and 4) on-premises SharePoint repositories They are seeking to move this content INTO 1) cloud-based content services platforms 2) on-premises ECM platforms and 3) cloud-based Office 365 and SharePoint repositories
35
46
41
28
31
30
35
14
3
hard drives on individual computers
department shared drives
organization shared drives
On-premise ECM platforms
On-premise content services platforms
Cloud-based content services platforms
On-premise SharePoint repositories
Cloud-based SharePoint and Office365repositories
Other (please specify)
From WHERE are you tryingto migrate content
17
20
20
33
25
40
25
31
2
hard drives on individual computers
department shared drives
organization shared drives
On-premise ECM platforms
On-premise content services platforms
Cloud-based content services platforms
On-premise SharePoint repositories
Cloud-based SharePoint and Office365repositories
Other (please specify)
Where are you trying to migrate content TO
Leaders
Average
Laggards
Agree or Disagree The term content integrationis well-understood in our organization
No opinionSomewhat agreeStrongly agree Somewhat disagree Strongly disagree
14
18
27
16
8 79
Improvecustomer
responsiveness
Improveknowledge
workerproductivity
Improveorganizationalflexibility and
agility
Reducebusiness risk
Avoid changingcurrent recordsmanagementand retention
policies
Avoid changingtransactional
processesbased on a
specificrepository
To make aphased
migration overtime possible
What is the MOST important reason to considera content integration platform
-1
4
13
-12
0
-1
-1
Improve customer responsiveness
Improve knowledge worker productivity
Improve organizational flexibility and agility
Reduce business risk
Avoid changing current records managementand retention policies
Avoid changing transactional processes basedon a specific repository
To make a phased migration over time possible
Percentage point difference between leading vs laggingorganizations -- THE most important potential benefit
of a content integration initiative
8
41
31
10 11
Great mdashSunshine and rainbows
Pretty good mdashA walk in the park
Not so good mdashA root canal
Awful mdashOpen heart surgery
We havenrsquot done a significant content
migration or integration yet
The last time your organization conducted a significant contentmigration or integration project how would you
describe the experience
24 324 32
33 229 7
26 2128 7
35
46
41
28
31
30
35
14
3
hard drives on individual computers
department shared drives
organization shared drives
On-premise ECM platforms
On-premise content services platforms
Cloud-based content services platforms
On-premise SharePoint repositories
Cloud-based SharePoint and Office365repositories
Other (please specify)
From WHERE are you tryingto migrate content
17
20
20
33
25
40
25
31
2
hard drives on individual computers
department shared drives
organization shared drives
On-premise ECM platforms
On-premise content services platforms
Cloud-based content services platforms
On-premise SharePoint repositories
Cloud-based SharePoint and Office365repositories
Other (please specify)
Where are you trying to migrate content TO
Leaders
Average
Laggards
Agree or Disagree The term content integrationis well-understood in our organization
No opinionSomewhat agreeStrongly agree Somewhat disagree Strongly disagree
14
18
27
16
8 79
Improvecustomer
responsiveness
Improveknowledge
workerproductivity
Improveorganizationalflexibility and
agility
Reducebusiness risk
Avoid changingcurrent recordsmanagementand retention
policies
Avoid changingtransactional
processesbased on a
specificrepository
To make aphased
migration overtime possible
What is the MOST important reason to considera content integration platform
-1
4
13
-12
0
-1
-1
Improve customer responsiveness
Improve knowledge worker productivity
Improve organizational flexibility and agility
Reduce business risk
Avoid changing current records managementand retention policies
Avoid changing transactional processes basedon a specific repository
To make a phased migration over time possible
Percentage point difference between leading vs laggingorganizations -- THE most important potential benefit
of a content integration initiative
8
41
31
10 11
Great mdashSunshine and rainbows
Pretty good mdashA walk in the park
Not so good mdashA root canal
Awful mdashOpen heart surgery
We havenrsquot done a significant content
migration or integration yet
The last time your organization conducted a significant contentmigration or integration project how would you
describe the experience
24 324 32
33 229 7
26 2128 7
BUILDING AN EFFECTIVE STRATEGY FOR CONTENT INTEGRATION AND MIGRATION
copy AIIM 2019 wwwaiimorg 13 page AIIM Industry Watch
A key goal in any migration project is to avoid business disruption ndash 61 agree that ldquoavoiding a big bang migrationrdquo is an important priority 57 ldquodonrsquot make a distinction between data migration and content migrationrdquoContent integration seeks to avoid some of the disruptive challenges associated with migration by using a platform to access and manage content without moving it A challenge in undertaking a content integration project is that the term is still not well-understood by organizations 44 of organizations agree that ldquocontent integrationrdquo is well-understood in their organization while 31 disagreeWhile there are myriad reasons for undertaking a content integration project two useful questions to ask are 1) how widespread is understanding of the term ldquocontent integrationrdquo and 2) what do users see as the MOST important reason for undertaking such an initiativeThe term ldquocontent integrationrdquo is currently better understood by solution providers than it is by end users This is not unusual sell-side companies are often eager to hop on new marketing terms as a source of differentiation as are analyst companies looking to distinguish their consulting practicesThe data suggests that the very companies that would most benefit from a content rationalization and integration initiative ndash those with profit or service performance problems relative to their peers ndash have the lowest understanding of what the term means This suggests the need for ldquotop of funnelrdquo market education efforts ndash so users can put a name to the problem they are experiencing ndash before immediately moving into sell mode These lagging companies understand they have a problem (92 say accessing content across different content platforms is a problem 30 percentage points higher than the result for average or leading organizations) but they have not yet assigned a name to the solution set tied to this problem and are thus likely to encounter internal friction during acquisition
Conventional wisdom suggests that cost reduction is a primary reason for undertaking such an initiative along with mitigating information risk tied to eDiscovery The data suggests that most organizations view the value of a migration or integration project higher on the chain The most important reason cited for undertaking such an initiative is to improve organizational flexibility and agility (27) followed closely by improving knowledge worker productivity (18) This suggests that end-user organizations understand the problems created in their organizations by overflowing and incompatible information silos and recognize the need to do something about them
35
46
41
28
31
30
35
14
3
hard drives on individual computers
department shared drives
organization shared drives
On-premise ECM platforms
On-premise content services platforms
Cloud-based content services platforms
On-premise SharePoint repositories
Cloud-based SharePoint and Office365repositories
Other (please specify)
From WHERE are you tryingto migrate content
17
20
20
33
25
40
25
31
2
hard drives on individual computers
department shared drives
organization shared drives
On-premise ECM platforms
On-premise content services platforms
Cloud-based content services platforms
On-premise SharePoint repositories
Cloud-based SharePoint and Office365repositories
Other (please specify)
Where are you trying to migrate content TO
Leaders
Average
Laggards
Agree or Disagree The term content integrationis well-understood in our organization
No opinionSomewhat agreeStrongly agree Somewhat disagree Strongly disagree
14
18
27
16
8 79
Improvecustomer
responsiveness
Improveknowledge
workerproductivity
Improveorganizationalflexibility and
agility
Reducebusiness risk
Avoid changingcurrent recordsmanagementand retention
policies
Avoid changingtransactional
processesbased on a
specificrepository
To make aphased
migration overtime possible
What is the MOST important reason to considera content integration platform
-1
4
13
-12
0
-1
-1
Improve customer responsiveness
Improve knowledge worker productivity
Improve organizational flexibility and agility
Reduce business risk
Avoid changing current records managementand retention policies
Avoid changing transactional processes basedon a specific repository
To make a phased migration over time possible
Percentage point difference between leading vs laggingorganizations -- THE most important potential benefit
of a content integration initiative
8
41
31
10 11
Great mdashSunshine and rainbows
Pretty good mdashA walk in the park
Not so good mdashA root canal
Awful mdashOpen heart surgery
We havenrsquot done a significant content
migration or integration yet
The last time your organization conducted a significant contentmigration or integration project how would you
describe the experience
24 324 32
33 229 7
26 2128 7
35
46
41
28
31
30
35
14
3
hard drives on individual computers
department shared drives
organization shared drives
On-premise ECM platforms
On-premise content services platforms
Cloud-based content services platforms
On-premise SharePoint repositories
Cloud-based SharePoint and Office365repositories
Other (please specify)
From WHERE are you tryingto migrate content
17
20
20
33
25
40
25
31
2
hard drives on individual computers
department shared drives
organization shared drives
On-premise ECM platforms
On-premise content services platforms
Cloud-based content services platforms
On-premise SharePoint repositories
Cloud-based SharePoint and Office365repositories
Other (please specify)
Where are you trying to migrate content TO
Leaders
Average
Laggards
Agree or Disagree The term content integrationis well-understood in our organization
No opinionSomewhat agreeStrongly agree Somewhat disagree Strongly disagree
14
18
27
16
8 79
Improvecustomer
responsiveness
Improveknowledge
workerproductivity
Improveorganizationalflexibility and
agility
Reducebusiness risk
Avoid changingcurrent recordsmanagementand retention
policies
Avoid changingtransactional
processesbased on a
specificrepository
To make aphased
migration overtime possible
What is the MOST important reason to considera content integration platform
-1
4
13
-12
0
-1
-1
Improve customer responsiveness
Improve knowledge worker productivity
Improve organizational flexibility and agility
Reduce business risk
Avoid changing current records managementand retention policies
Avoid changing transactional processes basedon a specific repository
To make a phased migration over time possible
Percentage point difference between leading vs laggingorganizations -- THE most important potential benefit
of a content integration initiative
8
41
31
10 11
Great mdashSunshine and rainbows
Pretty good mdashA walk in the park
Not so good mdashA root canal
Awful mdashOpen heart surgery
We havenrsquot done a significant content
migration or integration yet
The last time your organization conducted a significant contentmigration or integration project how would you
describe the experience
24 324 32
33 229 7
26 2128 7
BUILDING AN EFFECTIVE STRATEGY FOR CONTENT INTEGRATION AND MIGRATION
Additional reading from Avepoint ldquoWe want to make it easy to use a compliant environmentrdquosaid Ryan ldquoOur plan is that if someone wants a SharePoint site or Group Cloud Governance can help them fill out a questionnaire to label everything for them and get approval so they can self-serve to improve productivityrdquo Link to this reportJenny Ryan Digital Information Analyst Airways New Zealand
copy AIIM 2019 wwwaiimorg 14pageAIIM Industry Watch
The differences between leading and lagging organizations are most striking when looking at these ldquomost importantrdquo reasons Leading organizations are forward looking when they think about content integration focused on how such an initiative can build business agility and improve the effectiveness of knowledge workers Lagging organizations are relatively more focused upon the risk avoidance part of the equation
Whether undertaking a content migration or content integration project it is important to understand that in the past these kinds of projects have had mixed success The technologies and solutions focused on content migration and integration have changed ndash and improved ndash significantly in the last few years moving away from the dreaded ldquobig bangrdquo approaches that often loom large in institutional memories AI and content services allow organizations to approach content infrastructure modernization with a different and less disruptive toolkit than has historically been the case However the legacy of 41 of organizations that would describe these projects as either a ldquoroot canalrdquo or ldquoopen heart surgeryrdquo persists
35
46
41
28
31
30
35
14
3
hard drives on individual computers
department shared drives
organization shared drives
On-premise ECM platforms
On-premise content services platforms
Cloud-based content services platforms
On-premise SharePoint repositories
Cloud-based SharePoint and Office365repositories
Other (please specify)
From WHERE are you tryingto migrate content
17
20
20
33
25
40
25
31
2
hard drives on individual computers
department shared drives
organization shared drives
On-premise ECM platforms
On-premise content services platforms
Cloud-based content services platforms
On-premise SharePoint repositories
Cloud-based SharePoint and Office365repositories
Other (please specify)
Where are you trying to migrate content TO
Leaders
Average
Laggards
Agree or Disagree The term content integrationis well-understood in our organization
No opinionSomewhat agreeStrongly agree Somewhat disagree Strongly disagree
14
18
27
16
8 79
Improvecustomer
responsiveness
Improveknowledge
workerproductivity
Improveorganizationalflexibility and
agility
Reducebusiness risk
Avoid changingcurrent recordsmanagementand retention
policies
Avoid changingtransactional
processesbased on a
specificrepository
To make aphased
migration overtime possible
What is the MOST important reason to considera content integration platform
-1
4
13
-12
0
-1
-1
Improve customer responsiveness
Improve knowledge worker productivity
Improve organizational flexibility and agility
Reduce business risk
Avoid changing current records managementand retention policies
Avoid changing transactional processes basedon a specific repository
To make a phased migration over time possible
Percentage point difference between leading vs laggingorganizations -- THE most important potential benefit
of a content integration initiative
8
41
31
10 11
Great mdashSunshine and rainbows
Pretty good mdashA walk in the park
Not so good mdashA root canal
Awful mdashOpen heart surgery
We havenrsquot done a significant content
migration or integration yet
The last time your organization conducted a significant contentmigration or integration project how would you
describe the experience
24 324 32
33 229 7
26 2128 7
35
46
41
28
31
30
35
14
3
hard drives on individual computers
department shared drives
organization shared drives
On-premise ECM platforms
On-premise content services platforms
Cloud-based content services platforms
On-premise SharePoint repositories
Cloud-based SharePoint and Office365repositories
Other (please specify)
From WHERE are you tryingto migrate content
17
20
20
33
25
40
25
31
2
hard drives on individual computers
department shared drives
organization shared drives
On-premise ECM platforms
On-premise content services platforms
Cloud-based content services platforms
On-premise SharePoint repositories
Cloud-based SharePoint and Office365repositories
Other (please specify)
Where are you trying to migrate content TO
Leaders
Average
Laggards
Agree or Disagree The term content integrationis well-understood in our organization
No opinionSomewhat agreeStrongly agree Somewhat disagree Strongly disagree
14
18
27
16
8 79
Improvecustomer
responsiveness
Improveknowledge
workerproductivity
Improveorganizationalflexibility and
agility
Reducebusiness risk
Avoid changingcurrent recordsmanagementand retention
policies
Avoid changingtransactional
processesbased on a
specificrepository
To make aphased
migration overtime possible
What is the MOST important reason to considera content integration platform
-1
4
13
-12
0
-1
-1
Improve customer responsiveness
Improve knowledge worker productivity
Improve organizational flexibility and agility
Reduce business risk
Avoid changing current records managementand retention policies
Avoid changing transactional processes basedon a specific repository
To make a phased migration over time possible
Percentage point difference between leading vs laggingorganizations -- THE most important potential benefit
of a content integration initiative
8
41
31
10 11
Great mdashSunshine and rainbows
Pretty good mdashA walk in the park
Not so good mdashA root canal
Awful mdashOpen heart surgery
We havenrsquot done a significant content
migration or integration yet
The last time your organization conducted a significant contentmigration or integration project how would you
describe the experience
24 324 32
33 229 7
26 2128 7
BUILDING AN EFFECTIVE STRATEGY FOR CONTENT INTEGRATION AND MIGRATION
copy AIIM 2019 wwwaiimorg 15 page AIIM Industry Watch
3 ndash How are end user organizations prioritizing their spending options in order to modernize their information toolkit
Content migration and content integration are clearly hot priorities for end-user organizations to 1) improve business and process agility and 2) improve knowledge worker productivity Over 60 of organizations say they are planning a significant content migration or integration initiative in the next 12 months
As mentioned earlier with regards to content integration it is important for those proposing these projects to take the high ground Certainly the direct savings that accrue from decommissioning a legacy system are important (27) as are the potential benefits within a particular business process (23) But the most important benefits to a significant migration or integration project are organizational ndash improved collaboration and access to information In short the benefits are directly tied to business agility and becoming a true digital business This is especially true as organizations shift their focus from improving specific point processes to transforming customer experiences and journeys across processes
The primary gatekeepers on these projects ndash those who should likely be on any buying andor implementation team ndash include 1) IT and IT services (likely most concerned about information security and systems integrity) 2) C-level executives (likely concerned about improving customer experiences and value) and 3) line-of-business operations executives (who can directly testify to the problems posed by siloed and inaccessible information) Actual budgets for these projects most likely reside with IT and IT Services
24
38
18
6
14
in 0-6 months in 6-12 months in 1-2 years in 2-3 years no projectsplanned
When are you planning your next significantcontent integration or migration project
27
23
44
5
direct cost savings fromdecommissioning a
legacy system
potential specificbusiness benefits tied
to a particular process
overall businessbenefits tied to
improved collaborationand access toinformation
Other (please specify)
As organizations consider the reasons for a large scaleECM migrationintegration project which do you think
is typically MOST important in getting theproject approved
42
71
15
19
29
18
15
30
18
36
20
Corporate amp Executive level
IT and IT Services
Sales
Marketing
Finance
Human Resources
Customer Service amp Support
Privacy amp Security
Legal
Operations
Records amp Information Management
Which of the following departments (please pick three)do you think are most critical in influencing approval
of a content migrationintegration project
11
55
3
0
7
4
3
3
1
5
9
Corporate amp Executive level
IT and IT Services
Sales
Marketing
Finance
Human Resources
Customer Service amp Support
Privacy amp Security
Legal
Operations
Records amp Information Management
Which department in your organization typicallyholds the budget or a significant content
migrationintegration project
Content Integration
Content Migration
Content Collaboration
What are your spending plans for each of thefollowing over the next 3-6months
no spending no plansspend less continue current spending spend more
$101 $101
$130
Content Integration Content Migration Content Collaboration
What was your budget last year for eachof the following (in 000s)
5118 6 26
4717 11 26
4918 8 25
24
38
18
6
14
in 0-6 months in 6-12 months in 1-2 years in 2-3 years no projectsplanned
When are you planning your next significantcontent integration or migration project
27
23
44
5
direct cost savings fromdecommissioning a
legacy system
potential specificbusiness benefits tied
to a particular process
overall businessbenefits tied to
improved collaborationand access toinformation
Other (please specify)
As organizations consider the reasons for a large scaleECM migrationintegration project which do you think
is typically MOST important in getting theproject approved
42
71
15
19
29
18
15
30
18
36
20
Corporate amp Executive level
IT and IT Services
Sales
Marketing
Finance
Human Resources
Customer Service amp Support
Privacy amp Security
Legal
Operations
Records amp Information Management
Which of the following departments (please pick three)do you think are most critical in influencing approval
of a content migrationintegration project
11
55
3
0
7
4
3
3
1
5
9
Corporate amp Executive level
IT and IT Services
Sales
Marketing
Finance
Human Resources
Customer Service amp Support
Privacy amp Security
Legal
Operations
Records amp Information Management
Which department in your organization typicallyholds the budget or a significant content
migrationintegration project
Content Integration
Content Migration
Content Collaboration
What are your spending plans for each of thefollowing over the next 3-6months
no spending no plansspend less continue current spending spend more
$101 $101
$130
Content Integration Content Migration Content Collaboration
What was your budget last year for eachof the following (in 000s)
5118 6 26
4717 11 26
4918 8 25
24
38
18
6
14
in 0-6 months in 6-12 months in 1-2 years in 2-3 years no projectsplanned
When are you planning your next significantcontent integration or migration project
27
23
44
5
direct cost savings fromdecommissioning a
legacy system
potential specificbusiness benefits tied
to a particular process
overall businessbenefits tied to
improved collaborationand access toinformation
Other (please specify)
As organizations consider the reasons for a large scaleECM migrationintegration project which do you think
is typically MOST important in getting theproject approved
42
71
15
19
29
18
15
30
18
36
20
Corporate amp Executive level
IT and IT Services
Sales
Marketing
Finance
Human Resources
Customer Service amp Support
Privacy amp Security
Legal
Operations
Records amp Information Management
Which of the following departments (please pick three)do you think are most critical in influencing approval
of a content migrationintegration project
11
55
3
0
7
4
3
3
1
5
9
Corporate amp Executive level
IT and IT Services
Sales
Marketing
Finance
Human Resources
Customer Service amp Support
Privacy amp Security
Legal
Operations
Records amp Information Management
Which department in your organization typicallyholds the budget or a significant content
migrationintegration project
Content Integration
Content Migration
Content Collaboration
What are your spending plans for each of thefollowing over the next 3-6months
no spending no plansspend less continue current spending spend more
$101 $101
$130
Content Integration Content Migration Content Collaboration
What was your budget last year for eachof the following (in 000s)
5118 6 26
4717 11 26
4918 8 25
BUILDING AN EFFECTIVE STRATEGY FOR CONTENT INTEGRATION AND MIGRATION
copy AIIM 2019 wwwaiimorg 16pageAIIM Industry Watch
Given that the primary strategic benefit from a content migration or integration project is likely improved knowledge worker productivity (access to information at the right time place and form) and process agility (more seamless integration of content in context into business processes) it is likely that many organizations are leveraging some spending focused on content collaboration into their migration and integration initiatives since the adoption of more modern approaches to collaboration also requires information platform modernization Annual budgets for each are robust and typically in excess of $100000 ndash and nearly 30 of organizations plan to increase this spending in the next 3-6 months
24
38
18
6
14
in 0-6 months in 6-12 months in 1-2 years in 2-3 years no projectsplanned
When are you planning your next significantcontent integration or migration project
27
23
44
5
direct cost savings fromdecommissioning a
legacy system
potential specificbusiness benefits tied
to a particular process
overall businessbenefits tied to
improved collaborationand access toinformation
Other (please specify)
As organizations consider the reasons for a large scaleECM migrationintegration project which do you think
is typically MOST important in getting theproject approved
42
71
15
19
29
18
15
30
18
36
20
Corporate amp Executive level
IT and IT Services
Sales
Marketing
Finance
Human Resources
Customer Service amp Support
Privacy amp Security
Legal
Operations
Records amp Information Management
Which of the following departments (please pick three)do you think are most critical in influencing approval
of a content migrationintegration project
11
55
3
0
7
4
3
3
1
5
9
Corporate amp Executive level
IT and IT Services
Sales
Marketing
Finance
Human Resources
Customer Service amp Support
Privacy amp Security
Legal
Operations
Records amp Information Management
Which department in your organization typicallyholds the budget or a significant content
migrationintegration project
Content Integration
Content Migration
Content Collaboration
What are your spending plans for each of thefollowing over the next 3-6months
no spending no plansspend less continue current spending spend more
$101 $101
$130
Content Integration Content Migration Content Collaboration
What was your budget last year for eachof the following (in 000s)
5118 6 26
4717 11 26
4918 8 25
24
38
18
6
14
in 0-6 months in 6-12 months in 1-2 years in 2-3 years no projectsplanned
When are you planning your next significantcontent integration or migration project
27
23
44
5
direct cost savings fromdecommissioning a
legacy system
potential specificbusiness benefits tied
to a particular process
overall businessbenefits tied to
improved collaborationand access toinformation
Other (please specify)
As organizations consider the reasons for a large scaleECM migrationintegration project which do you think
is typically MOST important in getting theproject approved
42
71
15
19
29
18
15
30
18
36
20
Corporate amp Executive level
IT and IT Services
Sales
Marketing
Finance
Human Resources
Customer Service amp Support
Privacy amp Security
Legal
Operations
Records amp Information Management
Which of the following departments (please pick three)do you think are most critical in influencing approval
of a content migrationintegration project
11
55
3
0
7
4
3
3
1
5
9
Corporate amp Executive level
IT and IT Services
Sales
Marketing
Finance
Human Resources
Customer Service amp Support
Privacy amp Security
Legal
Operations
Records amp Information Management
Which department in your organization typicallyholds the budget or a significant content
migrationintegration project
Content Integration
Content Migration
Content Collaboration
What are your spending plans for each of thefollowing over the next 3-6months
no spending no plansspend less continue current spending spend more
$101 $101
$130
Content Integration Content Migration Content Collaboration
What was your budget last year for eachof the following (in 000s)
5118 6 26
4717 11 26
4918 8 25
24
38
18
6
14
in 0-6 months in 6-12 months in 1-2 years in 2-3 years no projectsplanned
When are you planning your next significantcontent integration or migration project
27
23
44
5
direct cost savings fromdecommissioning a
legacy system
potential specificbusiness benefits tied
to a particular process
overall businessbenefits tied to
improved collaborationand access toinformation
Other (please specify)
As organizations consider the reasons for a large scaleECM migrationintegration project which do you think
is typically MOST important in getting theproject approved
42
71
15
19
29
18
15
30
18
36
20
Corporate amp Executive level
IT and IT Services
Sales
Marketing
Finance
Human Resources
Customer Service amp Support
Privacy amp Security
Legal
Operations
Records amp Information Management
Which of the following departments (please pick three)do you think are most critical in influencing approval
of a content migrationintegration project
11
55
3
0
7
4
3
3
1
5
9
Corporate amp Executive level
IT and IT Services
Sales
Marketing
Finance
Human Resources
Customer Service amp Support
Privacy amp Security
Legal
Operations
Records amp Information Management
Which department in your organization typicallyholds the budget or a significant content
migrationintegration project
Content Integration
Content Migration
Content Collaboration
What are your spending plans for each of thefollowing over the next 3-6months
no spending no plansspend less continue current spending spend more
$101 $101
$130
Content Integration Content Migration Content Collaboration
What was your budget last year for eachof the following (in 000s)
5118 6 26
4717 11 26
4918 8 25
BUILDING AN EFFECTIVE STRATEGY FOR CONTENT INTEGRATION AND MIGRATION
copy AIIM 2019 wwwaiimorg 17 page AIIM Industry Watch
Things You Need to Know AboutContent Integration and Migration
02
of organizations say migrating content and data from legacy content management systems into more modern systems is a problem
07
03 08
04 09
05
of organizations believe they must modernize their information management strategy in order to address rising levels of informationchaos
01
59
92
62
10
06
60
of organizations are planning asignificant content migration or integration initiative in the next12 months
of organizations struggle with integrating content management capabilities into core line-of-businesssystems
Nearly 40 of organizations have five or more major content management systems
40 They are seeking to move this content INTO 1) cloud-based content services platforms 2) on-premises ECM platforms and 3) cloud-based Office 365 and SharePoint repositories
User education needed - 44 of organizations say that ldquocontent integrationrdquo iswell-understood in their organization while 31disagree
44 31
For 44 the most important benefitsto a significant migration or integrationproject are organizational and strategic ndash improved collaboration and access to information ndash rather than mere cost savings
44
A key goal in any migration project is to avoid business disruption ndash 61 agree that ldquoavoiding a big bang migrationrdquo is an important priority61
Organizations have four primary sources of content that they want to move away from 1) departmental shared drives 2) organizational shared drives 3) individual shared drives and 4) on-premises SharePoint repositories
copy AIIM 2019 wwwaiimorg 18pageAIIM Industry Watch
Helix InternationalAward winning Enterprise Content Management (ECM) solutions company that offers individually tailored solutions to help Retire Migrate Integrate and Manage our customers ECM solutionsHelix International ensures critical data is protected stored and accessed lawfully with regard to the correct use access retention and deletion of data particularly with regard to the new GDPR in EuropeHelix International has successfully migrated 100s of ECM solutions
For further information please visit us at httpwwwhelix-intcom
DEVELOPED IN PARTNERSHIP WITH
AvePointAvePoint accelerates your digital transformation success Over 16000 companies and 6 million SharePoint and Office 365 users worldwide trust AvePoint software and services for their data migration management and protection needs in the cloud on-premises and hybrid environmentsA four-time Microsoft Partner of the Year AvePoint is a Microsoft Global ISV Partner and has been named to the Inc 500|5000 six times and the Deloitte Technology Fast 500trade five times Founded in 2001 AvePoint is privately held and headquartered in Jersey City NJ
Visit us at wwwavepointcom
copy AIIM 2019 wwwaiimorg 19 page AIIM Industry Watch
Systemware IncSystemware has been a pioneer in enterprise content management for nearly 40 years helping the worldrsquos largest and most highly regulated organizations capture content from a variety of business systems find it wherever it is stored and deliver it in the context needed for each business line Their content services platform Content Cloud allows organizations to transition from silos of enterprise content to a content services environment where they can simplify IT infrastructure reduce cost-to-serve and meet security and compliance requirements With Systemware Content Cloud organizations can break down information silos and transform their digital environmentsmdashimproving content access and use workflow efficiency and overall experience for users customers and partnersSystemware is committed to ensuring organizations meet information governance requirements in a manner that optimizes cost and complexity while providing a tailored experience for users Content Cloud helps organizations modernize their content management interoperate with a range of repositories and systems automate their processes personalize their experience and enable their content for business intelligence
For further information please visit us at httpswwwsystemwarecom
DEVELOPED IN PARTNERSHIP WITH
OpenTextOpenTexttrade Content Services help organizations Connect Content to their Digital BusinessOpenText Content Services include comprehensive capture content management and archiving solutions all available in the cloud on-premise or in flexible hybrid configurationsOpenText Content Services help organizations connect content to their digital business and transform to become Intelligent and Connected Enterprises by enhancing
The Digital Workplacebull Enabling the preferred productivity methods of a new generation
of knowledge workersbull Providing simple intuitive tools that drive creation sharing
and collaboration bull Delivering relevant content to users in context of daily tasks
The Digital Businessbull Extending into lead applications such as SAPreg Salesforcereg
and Microsoftregbull Applying metadata and governance rulesmdashautomatically
and consistentlybull Leveraging AI and machine learning for analytics and management
Governance and Securitybull Automating content lifecycle managementbull Implementing industry and government compliance protocolsbull Applying industry-leading security technology
OpenText Content Services Platforms are perennially recognized as Leaders by the most respected analyst firms
Learn more about OpenText Content Services athttpswwwopentextcomecm
More and more organizations face the need to migrate legacy content to a newer content suite either in the cloud or on-premise This may contain hundreds thousands or millions of files and documents with related metadata and business logic that need to be migrated Prove you have the skills to become the leader of your migration project with AIIMrsquos Certified Information Professional Designation
For further information click here
Require a Digital Leader to Help Drive Success
Content Migration Projects
LOOKING
FOR YOURNEXT STEP
CLICK HERE TO JOIN THE ONLINE DISCUSSION
Do you have a question about this research Would you like to discuss these findings with other members of AIIM
Here at AIIM we believe that information is your most important asset and we want to teach you the skills to manage it Wersquove felt this way since 1943 back when this community was foundedSure the technology has come a long way since then and the variety of information wersquore managing has changed a lot but one tenet has remained constant Wersquove always focused on the intersection of people processes and information We help organizations put information to workAIIM is a non-profit organization that provides independent research training and certification for information professionals
copy 2019AIIM8403 Colesville Road Suite 1100Silver Spring MD 20910 USA +1 301 587 8202 wwwaiimorg
AIIM EuropeOffice 1 Broomhall Business CentreWorcester WR5 2NT UK+44 (0)1905 727600wwwaiimorg
Whatrsquos NextThe CIP Can Help You and Your Organization Navigate the World of IIMNow is not the time to wait on your Digital Transformation initiative IIM practices and methodologies are critical to your success and AIIM can help Digital disruption calls for digital leaders with the skills and experience to optimize information assets and transform business Become that leader now through AIIMrsquos Certified Information Professional (CIP) programAIIM worked with industry experts and focus groups to define the body of knowledge necessary for information professionals to understand core IIM practice areas and methodologies built a certification and test based upon this body of knowledge that is available at locations around the world and created a set of training courses and materials to help information professionals prepare for the examination The path to CIP should be fairly simple for information practitioners who already have expertise and work experience AIIM has a number of resources that can help practitioners at all levels prepare to become a Certified Information Professionaln CIP Data Sheetn CIP Exam Outlinen CIP Study Guide (free to professional members
nonmember fee is $60 USD) n AIIM Training Coursesn Online CIP Prep Coursen In-Person CIP Prep Classesn Practice Exam
CIPs reflect a more integrated more holistic view of information management Changes in one process technology or practice invariably affect others in the organization CIPs are able to see the forest and the trees and understand and plan for these outcomes Because of this CIPs will identify and understand changes that could cause compliance issues thereby reducing liability Organizations that manage their information more effectively enjoy reduced costs faster time to market increased revenues and cash flow and increased business agility CIPs are uniquely positioned to help organizations achieve these benefits because they understand the interactions between different information intensive processes and activities
copy AIIM 2019 wwwaiimorg 6pageAIIM Industry Watch
ABOUT THIS SURVEY
Introduction
We value our objectivity and independence as a non-profit industry association The results of the survey and the market commentary made in this report are independent of any bias from the vendor community The survey was taken using a web-based tool in late March 2019 The survey sample was a mix of respondents from the AIIM population (in the AIIM database but not necessarily AIIM members ndash about 40 of the total) and a sample of respondents completely independent of AIIM (about 60) The respondents in the non-AIIM sample were directors managers and other decision makers whose field of expertise was in Technology Implementation Technology Development Hardware (not only IT) Technology Development Software (not only IT) and Executive LeadershipA total of 255 individuals participated in the surveyThe core areas of responsibility for the survey participants were 42 information technologyIT 10 line of business 9 compliance security legal and 27 DM CM RM79 of participants were from organizations with gt 100 employees 38 from organizations with gt 1000 employees Organizations with less than 10 employees were excluded46 of the participants were from outside North AmericaThe largest industry segments represented in the survey were 1) Manufacturing Aerospace Food Processing 2) Finance Banking Insurance 3) High Tech 4) Retail Transportation Real Estate and 5) State and Local Government
Which is the best description of the departmentin which you work
Approximately how many employees arethere in your organization
Which of the following best describes theprimary business of your organization
27
10
42
9 11
RM DMCM
Line ofbusiness
IT ComplianceSecurity Legal
Other
21
4138
10-100 100-1000 over 1000
54
27
15
40
NA UK ampEMEA
Asia PacIndia
AusNZ
CASA
Where is your organization headquartered
8
116
107
2
14
42
57
83
21
47
Government amp Public Services - LocalStateFinance Banking Insurance
Government amp Public Services ndash NationalInternationalIT amp High Tech
EducationNon-Profit Charity
Manufacturing Aerospace Food ProcessEnergy Oil amp Gas Mining
ConsultantsEngineering amp Construction
HealthcareRetail Transport Real Estate
Telecoms Water UtilitiesMedia Entertainment Publishing
Document Services ProviderLegal and Professional Services
Other
30
60
10
Above average Average Below average
How would you rate the overall PROFITABILITY (or EFFECTIVENESS if youre a non-profit or government
agency) of your organization compared to othersin your industry or peer group
Which is the best description of the departmentin which you work
Approximately how many employees arethere in your organization
Which of the following best describes theprimary business of your organization
27
10
42
9 11
RM DMCM
Line ofbusiness
IT ComplianceSecurity Legal
Other
21
4138
10-100 100-1000 over 1000
54
27
15
40
NA UK ampEMEA
Asia PacIndia
AusNZ
CASA
Where is your organization headquartered
8
116
107
2
14
42
57
83
21
47
Government amp Public Services - LocalStateFinance Banking Insurance
Government amp Public Services ndash NationalInternationalIT amp High Tech
EducationNon-Profit Charity
Manufacturing Aerospace Food ProcessEnergy Oil amp Gas Mining
ConsultantsEngineering amp Construction
HealthcareRetail Transport Real Estate
Telecoms Water UtilitiesMedia Entertainment Publishing
Document Services ProviderLegal and Professional Services
Other
30
60
10
Above average Average Below average
How would you rate the overall PROFITABILITY (or EFFECTIVENESS if youre a non-profit or government
agency) of your organization compared to othersin your industry or peer group
Which is the best description of the departmentin which you work
Approximately how many employees arethere in your organization
Which of the following best describes theprimary business of your organization
27
10
42
9 11
RM DMCM
Line ofbusiness
IT ComplianceSecurity Legal
Other
21
4138
10-100 100-1000 over 1000
54
27
15
40
NA UK ampEMEA
Asia PacIndia
AusNZ
CASA
Where is your organization headquartered
8
116
107
2
14
42
57
83
21
47
Government amp Public Services - LocalStateFinance Banking Insurance
Government amp Public Services ndash NationalInternationalIT amp High Tech
EducationNon-Profit Charity
Manufacturing Aerospace Food ProcessEnergy Oil amp Gas Mining
ConsultantsEngineering amp Construction
HealthcareRetail Transport Real Estate
Telecoms Water UtilitiesMedia Entertainment Publishing
Document Services ProviderLegal and Professional Services
Other
30
60
10
Above average Average Below average
How would you rate the overall PROFITABILITY (or EFFECTIVENESS if youre a non-profit or government
agency) of your organization compared to othersin your industry or peer group
copy AIIM 2019 wwwaiimorg 7 page AIIM Industry Watch
BUILDING AN EFFECTIVE STRATEGY FOR CONTENT INTEGRATION AND MIGRATION
In addition during the survey we asked respondents to self-assess the performance of their organization (ldquoprofitabilityrdquo for companies ldquoeffectivenessrdquo for non-profits and governmental agencies) relative to other organizations in their peer group and score their performance as either ldquoabove averagerdquo (32) ldquoaveragerdquo (56) or ldquobelow averagerdquo (12) Throughout this eBook we have broken out some of the responses by these categories to establish the link between organizational performance and IIM maturity and effectivenessWe have also used data from previous AIIM market research reports to illustrate particular points The specific reports used are footnoted
Understanding the Connection Between Digital Transformation and Intelligent Information Management
Every organization is on ndash or should be on ndash a Digital Transformation journey 79 of organizations realize that they must transform into a true digital business in order to survive As the currency that fuels and funds the journey information is an organizationrsquos most valuable asset1
As organizations begin their Digital Transformation efforts they are focusing on three key areas for improvement 1) IT processes and their modernization (58 to give them more business agility) 2) Information Governance (42 to make their information assets more findable accurate and accessible to machines) and Customer Experiences (39 to increase value to customers and head off potential digital disruptors)2
Which is the best description of the departmentin which you work
Approximately how many employees arethere in your organization
Which of the following best describes theprimary business of your organization
27
10
42
9 11
RM DMCM
Line ofbusiness
IT ComplianceSecurity Legal
Other
21
4138
10-100 100-1000 over 1000
54
27
15
40
NA UK ampEMEA
Asia PacIndia
AusNZ
CASA
Where is your organization headquartered
8
116
107
2
14
42
57
83
21
47
Government amp Public Services - LocalStateFinance Banking Insurance
Government amp Public Services ndash NationalInternationalIT amp High Tech
EducationNon-Profit Charity
Manufacturing Aerospace Food ProcessEnergy Oil amp Gas Mining
ConsultantsEngineering amp Construction
HealthcareRetail Transport Real Estate
Telecoms Water UtilitiesMedia Entertainment Publishing
Document Services ProviderLegal and Professional Services
Other
30
60
10
Above average Average Below average
How would you rate the overall PROFITABILITY (or EFFECTIVENESS if youre a non-profit or government
agency) of your organization compared to othersin your industry or peer group
3940
20
2
Very important Important Somewhatimportant
Not importantat all
How important is DIGITAL TRANSFORMATIONto your organization
25
29
21
30
23
39
18
58
30
34
42
Production and inventory
Research and Development
Purchasing
Marketing
Sales
Customer service
Field services
IT processes
Human Resource Management
Accounting and Finance
Information Governance
Which processes are the focus of your Digital Transformationefforts (check as many as apply)
2
25
21
16
10
75
6
2
5
X 2X 3X 4X 5X 6X 7X 8X 9X 10X
Think about the huge amounts of data and information currentlycoming into your organization (call this current volume ldquoXrdquo)
What do you predict this volume will be in 2 years
8
18
23
19
11
9 9
1 2
90 80 70 60 50 40 30 20 10
Think about ALL of the information in your organization Whatwould be your best guess for the percentage of the total that
is unstructured INFORMATION
64
28
2
5
1
Completely agree
Somewhat agree
No opinion
Somewhat disagree
Completely disagree
Our information management strategy needs to bemodernized to meet modern problems
1 AIIM 2019 State of the Industry ndash Content Services Overall N = 3072 AIIM 2019 State of the Industry ndash Content Services Overall N = 307
Additional reading from Helix Helix International is a consulting and software company that focuses on Document and Data Solutions for documents and data intersection Its focal technology is the MARS Platform which serves as the framework for building applications and connecting data document repositories on disparate platforms See how HELIX International Migrates 50 TB of data for a large Hospital
copy AIIM 2019 wwwaiimorg 8pageAIIM Industry Watch
A rising tide of information chaos and confusion imperils these desired Digital Transformation journeys The volume velocity and variety of information that most organizations need to manage store and protect now exceeds their ability to even marginally keep pace with big content challenges On average organizations expect the volume of information coming into their organizations to grow from X to 42X over the next two years3 And most importantly for those who care about content management and content services they expect over 60 of this information to be unstructured (like a contract or a conversation) or semi-structured (like an invoice or a form)4
This rising tide of information chaos and confusion is creating a demand for new information management practices that extend beyond traditional Enterprise Content Management 92 of organizations believe that they must modernize their information management strategy in order to meet this challenge5
3 AIIM 2018 Automating Governance and Compliance Overall N = 275 4 AIIM 2018 Enhancing Your RPA Implementation with Intelligent Information Overall N = 2265 AIIM 2018 Meeting the Challenge of Digital Transformation Overall N = 366
3940
20
2
Very important Important Somewhatimportant
Not importantat all
How important is DIGITAL TRANSFORMATIONto your organization
25
29
21
30
23
39
18
58
30
34
42
Production and inventory
Research and Development
Purchasing
Marketing
Sales
Customer service
Field services
IT processes
Human Resource Management
Accounting and Finance
Information Governance
Which processes are the focus of your Digital Transformationefforts (check as many as apply)
2
25
21
16
10
75
6
2
5
X 2X 3X 4X 5X 6X 7X 8X 9X 10X
Think about the huge amounts of data and information currentlycoming into your organization (call this current volume ldquoXrdquo)
What do you predict this volume will be in 2 years
8
18
23
19
11
9 9
1 2
90 80 70 60 50 40 30 20 10
Think about ALL of the information in your organization Whatwould be your best guess for the percentage of the total that
is unstructured INFORMATION
64
28
2
5
1
Completely agree
Somewhat agree
No opinion
Somewhat disagree
Completely disagree
Our information management strategy needs to bemodernized to meet modern problems
3940
20
2
Very important Important Somewhatimportant
Not importantat all
How important is DIGITAL TRANSFORMATIONto your organization
25
29
21
30
23
39
18
58
30
34
42
Production and inventory
Research and Development
Purchasing
Marketing
Sales
Customer service
Field services
IT processes
Human Resource Management
Accounting and Finance
Information Governance
Which processes are the focus of your Digital Transformationefforts (check as many as apply)
2
25
21
16
10
75
6
2
5
X 2X 3X 4X 5X 6X 7X 8X 9X 10X
Think about the huge amounts of data and information currentlycoming into your organization (call this current volume ldquoXrdquo)
What do you predict this volume will be in 2 years
8
18
23
19
11
9 9
1 2
90 80 70 60 50 40 30 20 10
Think about ALL of the information in your organization Whatwould be your best guess for the percentage of the total that
is unstructured INFORMATION
64
28
2
5
1
Completely agree
Somewhat agree
No opinion
Somewhat disagree
Completely disagree
Our information management strategy needs to bemodernized to meet modern problems
3940
20
2
Very important Important Somewhatimportant
Not importantat all
How important is DIGITAL TRANSFORMATIONto your organization
25
29
21
30
23
39
18
58
30
34
42
Production and inventory
Research and Development
Purchasing
Marketing
Sales
Customer service
Field services
IT processes
Human Resource Management
Accounting and Finance
Information Governance
Which processes are the focus of your Digital Transformationefforts (check as many as apply)
2
25
21
16
10
75
6
2
5
X 2X 3X 4X 5X 6X 7X 8X 9X 10X
Think about the huge amounts of data and information currentlycoming into your organization (call this current volume ldquoXrdquo)
What do you predict this volume will be in 2 years
8
18
23
19
11
9 9
1 2
90 80 70 60 50 40 30 20 10
Think about ALL of the information in your organization Whatwould be your best guess for the percentage of the total that
is unstructured INFORMATION
64
28
2
5
1
Completely agree
Somewhat agree
No opinion
Somewhat disagree
Completely disagree
Our information management strategy needs to bemodernized to meet modern problems
3940
20
2
Very important Important Somewhatimportant
Not importantat all
How important is DIGITAL TRANSFORMATIONto your organization
25
29
21
30
23
39
18
58
30
34
42
Production and inventory
Research and Development
Purchasing
Marketing
Sales
Customer service
Field services
IT processes
Human Resource Management
Accounting and Finance
Information Governance
Which processes are the focus of your Digital Transformationefforts (check as many as apply)
2
25
21
16
10
75
6
2
5
X 2X 3X 4X 5X 6X 7X 8X 9X 10X
Think about the huge amounts of data and information currentlycoming into your organization (call this current volume ldquoXrdquo)
What do you predict this volume will be in 2 years
8
18
23
19
11
9 9
1 2
90 80 70 60 50 40 30 20 10
Think about ALL of the information in your organization Whatwould be your best guess for the percentage of the total that
is unstructured INFORMATION
64
28
2
5
1
Completely agree
Somewhat agree
No opinion
Somewhat disagree
Completely disagree
Our information management strategy needs to bemodernized to meet modern problems
BUILDING AN EFFECTIVE STRATEGY FOR CONTENT INTEGRATION AND MIGRATION
copy AIIM 2019 wwwaiimorg 9 page AIIM Industry Watch
This means that organizations must embrace much more modular and flexible content services strategies and platforms However ripping out existing systems that perform mission critical functions in order to ldquomodernizerdquo is not something an organization operating at significant scale can approach cavalierly The challenge is somewhat akin to attempting to change the wiring in a house while the power is still onContent migration and integration technologies provide a bridge allowing organizations to manage this change Doing so allows them to continue to leverage the value of past technology systems and investments maintain business and process continuity and also simultaneously embark upon needed change and modernizationIn this eBook we consider these core questions
BUILDING AN EFFECTIVE STRATEGY FOR CONTENT INTEGRATION AND MIGRATION
1 What specific business problems are driving interest in content migration and integration
2 How well-understood are the solutions to solve core content integration and migration problems
3 How are end user organizations prioritizing their spending options in order to modernize their information toolkit
copy AIIM 2019 wwwaiimorg 10pageAIIM Industry Watch
1 ndash What specific business problems are driving interest in content migration and integration
Every organization ndash regardless of industry ndash is now a technology organization But rising information chaos is a very real and strategic threat to the ability of organizations to succeed or even survive An effective Content Services strategy is key to addressing these challengesWithin this context many core information management problems are still unsolved by end users6
But how are organizations approaching this modernization challenge What kinds of problems are they encountering along the wayHow do organizations with existing ndash and multiple ndash content implementations think through the modernization challengeThe good news for many organizations is that it is easier than ever to deploy content management systems This is also the bad news and there seems no end to the balkanization of content capabilities A decade ago organizations could speculate about the possibility of one content repository to meet all needs the reality is that this has always been ndash and will continue to be ndash a false hope Nearly 40 of organizations have five or more major content management systems
This is not likely to change moving forward Only 14 of organizations believe that they will have fewer content platforms to manage in two years and 48 percent believe the number of content platforms will actually grow over the next two years
Integrating content management capabilitiesinto core line-of-business applications
Migrating content and data from legacy contentmanagement systems into more modern systems
Converting unstructured information and contentinto data that can be understood by machines
Getting widespread user adoption ofour content management system(s)
Classifying and applying metadatato archived content
How significant a problem are each of thefollowing for your organization
A problemA significant problem No opinion Not a problem at all
3133
23
67
1-2 platforms 3-4 platforms 5-6 platforms 7-8 platforms more than 8platforms
Approximately how many content managementplatforms are currently in active use in
your organization
13
35
39
12
2
A lot more thannow
More thannow
About thesame
Less thannow
A lot lessthan now
How many content management platformsdo you think you will have in two years
Our efforts to modernize our informationinfrastructure are hampered by the mission-
critical functions performed by our legacysystems
Accessing content across different contentplatforms is a major challenge for our
knowledge workers
Agree or DisagreeNo opinionSomewhat agreeStrongly agree
Somewhat disagree Strongly disagree
Migrating information from on-premises repositories to cloud
repositories
Migrating content from oneECM platform to another
Getting rid of redundant trivialand obsolete information
How significant a problem is thisA significant problem A problem
4215 32
4219 27
4214 37
4613 32
4416 33
4424 10
3734 9
30
37
16
42
16
43
Integrating content management capabilitiesinto core line-of-business applications
Migrating content and data from legacy contentmanagement systems into more modern systems
Converting unstructured information and contentinto data that can be understood by machines
Getting widespread user adoption ofour content management system(s)
Classifying and applying metadatato archived content
How significant a problem are each of thefollowing for your organization
A problemA significant problem No opinion Not a problem at all
3133
23
67
1-2 platforms 3-4 platforms 5-6 platforms 7-8 platforms more than 8platforms
Approximately how many content managementplatforms are currently in active use in
your organization
13
35
39
12
2
A lot more thannow
More thannow
About thesame
Less thannow
A lot lessthan now
How many content management platformsdo you think you will have in two years
Our efforts to modernize our informationinfrastructure are hampered by the mission-
critical functions performed by our legacysystems
Accessing content across different contentplatforms is a major challenge for our
knowledge workers
Agree or DisagreeNo opinionSomewhat agreeStrongly agree
Somewhat disagree Strongly disagree
Migrating information from on-premises repositories to cloud
repositories
Migrating content from oneECM platform to another
Getting rid of redundant trivialand obsolete information
How significant a problem is thisA significant problem A problem
4215 32
4219 27
4214 37
4613 32
4416 33
4424 10
3734 9
30
37
16
42
16
43
Integrating content management capabilitiesinto core line-of-business applications
Migrating content and data from legacy contentmanagement systems into more modern systems
Converting unstructured information and contentinto data that can be understood by machines
Getting widespread user adoption ofour content management system(s)
Classifying and applying metadatato archived content
How significant a problem are each of thefollowing for your organization
A problemA significant problem No opinion Not a problem at all
3133
23
67
1-2 platforms 3-4 platforms 5-6 platforms 7-8 platforms more than 8platforms
Approximately how many content managementplatforms are currently in active use in
your organization
13
35
39
12
2
A lot more thannow
More thannow
About thesame
Less thannow
A lot lessthan now
How many content management platformsdo you think you will have in two years
Our efforts to modernize our informationinfrastructure are hampered by the mission-
critical functions performed by our legacysystems
Accessing content across different contentplatforms is a major challenge for our
knowledge workers
Agree or DisagreeNo opinionSomewhat agreeStrongly agree
Somewhat disagree Strongly disagree
Migrating information from on-premises repositories to cloud
repositories
Migrating content from oneECM platform to another
Getting rid of redundant trivialand obsolete information
How significant a problem is thisA significant problem A problem
4215 32
4219 27
4214 37
4613 32
4416 33
4424 10
3734 9
30
37
16
42
16
43
BUILDING AN EFFECTIVE STRATEGY FOR CONTENT INTEGRATION AND MIGRATION
6 AIIM 2019 State of the Industry ndash Content Services Overall N = 307
Additional reading from Systemware An Automated Approach To Fast Report Extraction Systemwarersquos customer care and problem-solving mindset help the accounting group of a Fortune 500 Grocer automate its payroll report extraction ndash reducing year-end processing by 97 from 112 hours to three hours
copy AIIM 2019 wwwaiimorg 11 page AIIM Industry Watch
The problem of seamless content accessibility and availability is not just a matter of the number of repositories It is also a problem because a significant volume of critical content is not lodged within a dedicated content system at all but actually stored within a line of business process platform that often lacks core content and records capabilities This is due to the historic difficulty of integrating content capabilities beyond the initial process in which an ECM system was deployed Content integration remains a challenge for most organizations While most organizations continue to increase the number of content systems they use a rising portion of critical business content (now 54) remains OUTSIDE those content management systems7
Over five years ago AIIM asked end-user organizations this question ldquoWhat proportion of your unstructured content and information (excluding emails) would you say is stored in enterprise systems (ERP HR Finance CRM Project Management LOB etc) INSTEAD OF in a Content ManagementDM system(s) ndash and is not accessible through your Content ManagementDM system(s)rdquo
2018 20130 28 27
10 54 68
20 76 83
30 101 122
40 101 86
50 108 116
60 127 98
70 146 131
80 123 101
90 136 169
Average 544 535
The desire for more modular content capabilities surfaceable in context within multiple business processes is at the core of the evolution of the content space from ECM to Content ServicesTwo out of three organizations say that their efforts to address these problems ndash the efforts to modernize ndash are hampered by their reliance on the mission critical functions performed by their legacy systems This translates into suboptimal productivity for knowledge workers 71 of organizations say that accessing content across multiple platforms is a major challenge
This translates into a set of business problems that can only be addressed with a content migration strategy ndash moving information from one place to another ndash or a content integration strategy ndash establishing a platform to access and manage content no matter the repository or platform in which it is located As organizations consider these strategies a core driver is a familiar one in the content and records management space ndash how to responsibly dispose of information that is no longer needed for business legal or compliance purposes
Integrating content management capabilitiesinto core line-of-business applications
Migrating content and data from legacy contentmanagement systems into more modern systems
Converting unstructured information and contentinto data that can be understood by machines
Getting widespread user adoption ofour content management system(s)
Classifying and applying metadatato archived content
How significant a problem are each of thefollowing for your organization
A problemA significant problem No opinion Not a problem at all
3133
23
67
1-2 platforms 3-4 platforms 5-6 platforms 7-8 platforms more than 8platforms
Approximately how many content managementplatforms are currently in active use in
your organization
13
35
39
12
2
A lot more thannow
More thannow
About thesame
Less thannow
A lot lessthan now
How many content management platformsdo you think you will have in two years
Our efforts to modernize our informationinfrastructure are hampered by the mission-
critical functions performed by our legacysystems
Accessing content across different contentplatforms is a major challenge for our
knowledge workers
Agree or DisagreeNo opinionSomewhat agreeStrongly agree
Somewhat disagree Strongly disagree
Migrating information from on-premises repositories to cloud
repositories
Migrating content from oneECM platform to another
Getting rid of redundant trivialand obsolete information
How significant a problem is thisA significant problem A problem
4215 32
4219 27
4214 37
4613 32
4416 33
4424 10
3734 9
30
37
16
42
16
43
Integrating content management capabilitiesinto core line-of-business applications
Migrating content and data from legacy contentmanagement systems into more modern systems
Converting unstructured information and contentinto data that can be understood by machines
Getting widespread user adoption ofour content management system(s)
Classifying and applying metadatato archived content
How significant a problem are each of thefollowing for your organization
A problemA significant problem No opinion Not a problem at all
3133
23
67
1-2 platforms 3-4 platforms 5-6 platforms 7-8 platforms more than 8platforms
Approximately how many content managementplatforms are currently in active use in
your organization
13
35
39
12
2
A lot more thannow
More thannow
About thesame
Less thannow
A lot lessthan now
How many content management platformsdo you think you will have in two years
Our efforts to modernize our informationinfrastructure are hampered by the mission-
critical functions performed by our legacysystems
Accessing content across different contentplatforms is a major challenge for our
knowledge workers
Agree or DisagreeNo opinionSomewhat agreeStrongly agree
Somewhat disagree Strongly disagree
Migrating information from on-premises repositories to cloud
repositories
Migrating content from oneECM platform to another
Getting rid of redundant trivialand obsolete information
How significant a problem is thisA significant problem A problem
4215 32
4219 27
4214 37
4613 32
4416 33
4424 10
3734 9
30
37
16
42
16
43
BUILDING AN EFFECTIVE STRATEGY FOR CONTENT INTEGRATION AND MIGRATION
7 AIIM 2018 Meeting the Challenge of Digital Transformation Overall N = 366
copy AIIM 2019 wwwaiimorg 12pageAIIM Industry Watch
2 ndash How well-understood are the solutions to solve core content integration and migration problems
The rising volume of information and its potential value to customer experiences is changing what is needed from content management systems Organizations clearly understand that they have an information modernization problem but are struggling with solutions as the tide of information chaos rises
Content migration and content integration are not necessarily mutually exclusive ndash most organizations seeking to modernize employ some combination ndash but they are differentWhen thinking about a content migration project most organizations typically have both a ldquofromrdquo and a ldquotordquo in mind Organizations have four primary sources of content that they want to move away from 1) departmental shared drives 2) organizational shared drives 3) individual shared drives and 4) on-premises SharePoint repositories They are seeking to move this content INTO 1) cloud-based content services platforms 2) on-premises ECM platforms and 3) cloud-based Office 365 and SharePoint repositories
35
46
41
28
31
30
35
14
3
hard drives on individual computers
department shared drives
organization shared drives
On-premise ECM platforms
On-premise content services platforms
Cloud-based content services platforms
On-premise SharePoint repositories
Cloud-based SharePoint and Office365repositories
Other (please specify)
From WHERE are you tryingto migrate content
17
20
20
33
25
40
25
31
2
hard drives on individual computers
department shared drives
organization shared drives
On-premise ECM platforms
On-premise content services platforms
Cloud-based content services platforms
On-premise SharePoint repositories
Cloud-based SharePoint and Office365repositories
Other (please specify)
Where are you trying to migrate content TO
Leaders
Average
Laggards
Agree or Disagree The term content integrationis well-understood in our organization
No opinionSomewhat agreeStrongly agree Somewhat disagree Strongly disagree
14
18
27
16
8 79
Improvecustomer
responsiveness
Improveknowledge
workerproductivity
Improveorganizationalflexibility and
agility
Reducebusiness risk
Avoid changingcurrent recordsmanagementand retention
policies
Avoid changingtransactional
processesbased on a
specificrepository
To make aphased
migration overtime possible
What is the MOST important reason to considera content integration platform
-1
4
13
-12
0
-1
-1
Improve customer responsiveness
Improve knowledge worker productivity
Improve organizational flexibility and agility
Reduce business risk
Avoid changing current records managementand retention policies
Avoid changing transactional processes basedon a specific repository
To make a phased migration over time possible
Percentage point difference between leading vs laggingorganizations -- THE most important potential benefit
of a content integration initiative
8
41
31
10 11
Great mdashSunshine and rainbows
Pretty good mdashA walk in the park
Not so good mdashA root canal
Awful mdashOpen heart surgery
We havenrsquot done a significant content
migration or integration yet
The last time your organization conducted a significant contentmigration or integration project how would you
describe the experience
24 324 32
33 229 7
26 2128 7
35
46
41
28
31
30
35
14
3
hard drives on individual computers
department shared drives
organization shared drives
On-premise ECM platforms
On-premise content services platforms
Cloud-based content services platforms
On-premise SharePoint repositories
Cloud-based SharePoint and Office365repositories
Other (please specify)
From WHERE are you tryingto migrate content
17
20
20
33
25
40
25
31
2
hard drives on individual computers
department shared drives
organization shared drives
On-premise ECM platforms
On-premise content services platforms
Cloud-based content services platforms
On-premise SharePoint repositories
Cloud-based SharePoint and Office365repositories
Other (please specify)
Where are you trying to migrate content TO
Leaders
Average
Laggards
Agree or Disagree The term content integrationis well-understood in our organization
No opinionSomewhat agreeStrongly agree Somewhat disagree Strongly disagree
14
18
27
16
8 79
Improvecustomer
responsiveness
Improveknowledge
workerproductivity
Improveorganizationalflexibility and
agility
Reducebusiness risk
Avoid changingcurrent recordsmanagementand retention
policies
Avoid changingtransactional
processesbased on a
specificrepository
To make aphased
migration overtime possible
What is the MOST important reason to considera content integration platform
-1
4
13
-12
0
-1
-1
Improve customer responsiveness
Improve knowledge worker productivity
Improve organizational flexibility and agility
Reduce business risk
Avoid changing current records managementand retention policies
Avoid changing transactional processes basedon a specific repository
To make a phased migration over time possible
Percentage point difference between leading vs laggingorganizations -- THE most important potential benefit
of a content integration initiative
8
41
31
10 11
Great mdashSunshine and rainbows
Pretty good mdashA walk in the park
Not so good mdashA root canal
Awful mdashOpen heart surgery
We havenrsquot done a significant content
migration or integration yet
The last time your organization conducted a significant contentmigration or integration project how would you
describe the experience
24 324 32
33 229 7
26 2128 7
BUILDING AN EFFECTIVE STRATEGY FOR CONTENT INTEGRATION AND MIGRATION
copy AIIM 2019 wwwaiimorg 13 page AIIM Industry Watch
A key goal in any migration project is to avoid business disruption ndash 61 agree that ldquoavoiding a big bang migrationrdquo is an important priority 57 ldquodonrsquot make a distinction between data migration and content migrationrdquoContent integration seeks to avoid some of the disruptive challenges associated with migration by using a platform to access and manage content without moving it A challenge in undertaking a content integration project is that the term is still not well-understood by organizations 44 of organizations agree that ldquocontent integrationrdquo is well-understood in their organization while 31 disagreeWhile there are myriad reasons for undertaking a content integration project two useful questions to ask are 1) how widespread is understanding of the term ldquocontent integrationrdquo and 2) what do users see as the MOST important reason for undertaking such an initiativeThe term ldquocontent integrationrdquo is currently better understood by solution providers than it is by end users This is not unusual sell-side companies are often eager to hop on new marketing terms as a source of differentiation as are analyst companies looking to distinguish their consulting practicesThe data suggests that the very companies that would most benefit from a content rationalization and integration initiative ndash those with profit or service performance problems relative to their peers ndash have the lowest understanding of what the term means This suggests the need for ldquotop of funnelrdquo market education efforts ndash so users can put a name to the problem they are experiencing ndash before immediately moving into sell mode These lagging companies understand they have a problem (92 say accessing content across different content platforms is a problem 30 percentage points higher than the result for average or leading organizations) but they have not yet assigned a name to the solution set tied to this problem and are thus likely to encounter internal friction during acquisition
Conventional wisdom suggests that cost reduction is a primary reason for undertaking such an initiative along with mitigating information risk tied to eDiscovery The data suggests that most organizations view the value of a migration or integration project higher on the chain The most important reason cited for undertaking such an initiative is to improve organizational flexibility and agility (27) followed closely by improving knowledge worker productivity (18) This suggests that end-user organizations understand the problems created in their organizations by overflowing and incompatible information silos and recognize the need to do something about them
35
46
41
28
31
30
35
14
3
hard drives on individual computers
department shared drives
organization shared drives
On-premise ECM platforms
On-premise content services platforms
Cloud-based content services platforms
On-premise SharePoint repositories
Cloud-based SharePoint and Office365repositories
Other (please specify)
From WHERE are you tryingto migrate content
17
20
20
33
25
40
25
31
2
hard drives on individual computers
department shared drives
organization shared drives
On-premise ECM platforms
On-premise content services platforms
Cloud-based content services platforms
On-premise SharePoint repositories
Cloud-based SharePoint and Office365repositories
Other (please specify)
Where are you trying to migrate content TO
Leaders
Average
Laggards
Agree or Disagree The term content integrationis well-understood in our organization
No opinionSomewhat agreeStrongly agree Somewhat disagree Strongly disagree
14
18
27
16
8 79
Improvecustomer
responsiveness
Improveknowledge
workerproductivity
Improveorganizationalflexibility and
agility
Reducebusiness risk
Avoid changingcurrent recordsmanagementand retention
policies
Avoid changingtransactional
processesbased on a
specificrepository
To make aphased
migration overtime possible
What is the MOST important reason to considera content integration platform
-1
4
13
-12
0
-1
-1
Improve customer responsiveness
Improve knowledge worker productivity
Improve organizational flexibility and agility
Reduce business risk
Avoid changing current records managementand retention policies
Avoid changing transactional processes basedon a specific repository
To make a phased migration over time possible
Percentage point difference between leading vs laggingorganizations -- THE most important potential benefit
of a content integration initiative
8
41
31
10 11
Great mdashSunshine and rainbows
Pretty good mdashA walk in the park
Not so good mdashA root canal
Awful mdashOpen heart surgery
We havenrsquot done a significant content
migration or integration yet
The last time your organization conducted a significant contentmigration or integration project how would you
describe the experience
24 324 32
33 229 7
26 2128 7
35
46
41
28
31
30
35
14
3
hard drives on individual computers
department shared drives
organization shared drives
On-premise ECM platforms
On-premise content services platforms
Cloud-based content services platforms
On-premise SharePoint repositories
Cloud-based SharePoint and Office365repositories
Other (please specify)
From WHERE are you tryingto migrate content
17
20
20
33
25
40
25
31
2
hard drives on individual computers
department shared drives
organization shared drives
On-premise ECM platforms
On-premise content services platforms
Cloud-based content services platforms
On-premise SharePoint repositories
Cloud-based SharePoint and Office365repositories
Other (please specify)
Where are you trying to migrate content TO
Leaders
Average
Laggards
Agree or Disagree The term content integrationis well-understood in our organization
No opinionSomewhat agreeStrongly agree Somewhat disagree Strongly disagree
14
18
27
16
8 79
Improvecustomer
responsiveness
Improveknowledge
workerproductivity
Improveorganizationalflexibility and
agility
Reducebusiness risk
Avoid changingcurrent recordsmanagementand retention
policies
Avoid changingtransactional
processesbased on a
specificrepository
To make aphased
migration overtime possible
What is the MOST important reason to considera content integration platform
-1
4
13
-12
0
-1
-1
Improve customer responsiveness
Improve knowledge worker productivity
Improve organizational flexibility and agility
Reduce business risk
Avoid changing current records managementand retention policies
Avoid changing transactional processes basedon a specific repository
To make a phased migration over time possible
Percentage point difference between leading vs laggingorganizations -- THE most important potential benefit
of a content integration initiative
8
41
31
10 11
Great mdashSunshine and rainbows
Pretty good mdashA walk in the park
Not so good mdashA root canal
Awful mdashOpen heart surgery
We havenrsquot done a significant content
migration or integration yet
The last time your organization conducted a significant contentmigration or integration project how would you
describe the experience
24 324 32
33 229 7
26 2128 7
BUILDING AN EFFECTIVE STRATEGY FOR CONTENT INTEGRATION AND MIGRATION
Additional reading from Avepoint ldquoWe want to make it easy to use a compliant environmentrdquosaid Ryan ldquoOur plan is that if someone wants a SharePoint site or Group Cloud Governance can help them fill out a questionnaire to label everything for them and get approval so they can self-serve to improve productivityrdquo Link to this reportJenny Ryan Digital Information Analyst Airways New Zealand
copy AIIM 2019 wwwaiimorg 14pageAIIM Industry Watch
The differences between leading and lagging organizations are most striking when looking at these ldquomost importantrdquo reasons Leading organizations are forward looking when they think about content integration focused on how such an initiative can build business agility and improve the effectiveness of knowledge workers Lagging organizations are relatively more focused upon the risk avoidance part of the equation
Whether undertaking a content migration or content integration project it is important to understand that in the past these kinds of projects have had mixed success The technologies and solutions focused on content migration and integration have changed ndash and improved ndash significantly in the last few years moving away from the dreaded ldquobig bangrdquo approaches that often loom large in institutional memories AI and content services allow organizations to approach content infrastructure modernization with a different and less disruptive toolkit than has historically been the case However the legacy of 41 of organizations that would describe these projects as either a ldquoroot canalrdquo or ldquoopen heart surgeryrdquo persists
35
46
41
28
31
30
35
14
3
hard drives on individual computers
department shared drives
organization shared drives
On-premise ECM platforms
On-premise content services platforms
Cloud-based content services platforms
On-premise SharePoint repositories
Cloud-based SharePoint and Office365repositories
Other (please specify)
From WHERE are you tryingto migrate content
17
20
20
33
25
40
25
31
2
hard drives on individual computers
department shared drives
organization shared drives
On-premise ECM platforms
On-premise content services platforms
Cloud-based content services platforms
On-premise SharePoint repositories
Cloud-based SharePoint and Office365repositories
Other (please specify)
Where are you trying to migrate content TO
Leaders
Average
Laggards
Agree or Disagree The term content integrationis well-understood in our organization
No opinionSomewhat agreeStrongly agree Somewhat disagree Strongly disagree
14
18
27
16
8 79
Improvecustomer
responsiveness
Improveknowledge
workerproductivity
Improveorganizationalflexibility and
agility
Reducebusiness risk
Avoid changingcurrent recordsmanagementand retention
policies
Avoid changingtransactional
processesbased on a
specificrepository
To make aphased
migration overtime possible
What is the MOST important reason to considera content integration platform
-1
4
13
-12
0
-1
-1
Improve customer responsiveness
Improve knowledge worker productivity
Improve organizational flexibility and agility
Reduce business risk
Avoid changing current records managementand retention policies
Avoid changing transactional processes basedon a specific repository
To make a phased migration over time possible
Percentage point difference between leading vs laggingorganizations -- THE most important potential benefit
of a content integration initiative
8
41
31
10 11
Great mdashSunshine and rainbows
Pretty good mdashA walk in the park
Not so good mdashA root canal
Awful mdashOpen heart surgery
We havenrsquot done a significant content
migration or integration yet
The last time your organization conducted a significant contentmigration or integration project how would you
describe the experience
24 324 32
33 229 7
26 2128 7
35
46
41
28
31
30
35
14
3
hard drives on individual computers
department shared drives
organization shared drives
On-premise ECM platforms
On-premise content services platforms
Cloud-based content services platforms
On-premise SharePoint repositories
Cloud-based SharePoint and Office365repositories
Other (please specify)
From WHERE are you tryingto migrate content
17
20
20
33
25
40
25
31
2
hard drives on individual computers
department shared drives
organization shared drives
On-premise ECM platforms
On-premise content services platforms
Cloud-based content services platforms
On-premise SharePoint repositories
Cloud-based SharePoint and Office365repositories
Other (please specify)
Where are you trying to migrate content TO
Leaders
Average
Laggards
Agree or Disagree The term content integrationis well-understood in our organization
No opinionSomewhat agreeStrongly agree Somewhat disagree Strongly disagree
14
18
27
16
8 79
Improvecustomer
responsiveness
Improveknowledge
workerproductivity
Improveorganizationalflexibility and
agility
Reducebusiness risk
Avoid changingcurrent recordsmanagementand retention
policies
Avoid changingtransactional
processesbased on a
specificrepository
To make aphased
migration overtime possible
What is the MOST important reason to considera content integration platform
-1
4
13
-12
0
-1
-1
Improve customer responsiveness
Improve knowledge worker productivity
Improve organizational flexibility and agility
Reduce business risk
Avoid changing current records managementand retention policies
Avoid changing transactional processes basedon a specific repository
To make a phased migration over time possible
Percentage point difference between leading vs laggingorganizations -- THE most important potential benefit
of a content integration initiative
8
41
31
10 11
Great mdashSunshine and rainbows
Pretty good mdashA walk in the park
Not so good mdashA root canal
Awful mdashOpen heart surgery
We havenrsquot done a significant content
migration or integration yet
The last time your organization conducted a significant contentmigration or integration project how would you
describe the experience
24 324 32
33 229 7
26 2128 7
BUILDING AN EFFECTIVE STRATEGY FOR CONTENT INTEGRATION AND MIGRATION
copy AIIM 2019 wwwaiimorg 15 page AIIM Industry Watch
3 ndash How are end user organizations prioritizing their spending options in order to modernize their information toolkit
Content migration and content integration are clearly hot priorities for end-user organizations to 1) improve business and process agility and 2) improve knowledge worker productivity Over 60 of organizations say they are planning a significant content migration or integration initiative in the next 12 months
As mentioned earlier with regards to content integration it is important for those proposing these projects to take the high ground Certainly the direct savings that accrue from decommissioning a legacy system are important (27) as are the potential benefits within a particular business process (23) But the most important benefits to a significant migration or integration project are organizational ndash improved collaboration and access to information In short the benefits are directly tied to business agility and becoming a true digital business This is especially true as organizations shift their focus from improving specific point processes to transforming customer experiences and journeys across processes
The primary gatekeepers on these projects ndash those who should likely be on any buying andor implementation team ndash include 1) IT and IT services (likely most concerned about information security and systems integrity) 2) C-level executives (likely concerned about improving customer experiences and value) and 3) line-of-business operations executives (who can directly testify to the problems posed by siloed and inaccessible information) Actual budgets for these projects most likely reside with IT and IT Services
24
38
18
6
14
in 0-6 months in 6-12 months in 1-2 years in 2-3 years no projectsplanned
When are you planning your next significantcontent integration or migration project
27
23
44
5
direct cost savings fromdecommissioning a
legacy system
potential specificbusiness benefits tied
to a particular process
overall businessbenefits tied to
improved collaborationand access toinformation
Other (please specify)
As organizations consider the reasons for a large scaleECM migrationintegration project which do you think
is typically MOST important in getting theproject approved
42
71
15
19
29
18
15
30
18
36
20
Corporate amp Executive level
IT and IT Services
Sales
Marketing
Finance
Human Resources
Customer Service amp Support
Privacy amp Security
Legal
Operations
Records amp Information Management
Which of the following departments (please pick three)do you think are most critical in influencing approval
of a content migrationintegration project
11
55
3
0
7
4
3
3
1
5
9
Corporate amp Executive level
IT and IT Services
Sales
Marketing
Finance
Human Resources
Customer Service amp Support
Privacy amp Security
Legal
Operations
Records amp Information Management
Which department in your organization typicallyholds the budget or a significant content
migrationintegration project
Content Integration
Content Migration
Content Collaboration
What are your spending plans for each of thefollowing over the next 3-6months
no spending no plansspend less continue current spending spend more
$101 $101
$130
Content Integration Content Migration Content Collaboration
What was your budget last year for eachof the following (in 000s)
5118 6 26
4717 11 26
4918 8 25
24
38
18
6
14
in 0-6 months in 6-12 months in 1-2 years in 2-3 years no projectsplanned
When are you planning your next significantcontent integration or migration project
27
23
44
5
direct cost savings fromdecommissioning a
legacy system
potential specificbusiness benefits tied
to a particular process
overall businessbenefits tied to
improved collaborationand access toinformation
Other (please specify)
As organizations consider the reasons for a large scaleECM migrationintegration project which do you think
is typically MOST important in getting theproject approved
42
71
15
19
29
18
15
30
18
36
20
Corporate amp Executive level
IT and IT Services
Sales
Marketing
Finance
Human Resources
Customer Service amp Support
Privacy amp Security
Legal
Operations
Records amp Information Management
Which of the following departments (please pick three)do you think are most critical in influencing approval
of a content migrationintegration project
11
55
3
0
7
4
3
3
1
5
9
Corporate amp Executive level
IT and IT Services
Sales
Marketing
Finance
Human Resources
Customer Service amp Support
Privacy amp Security
Legal
Operations
Records amp Information Management
Which department in your organization typicallyholds the budget or a significant content
migrationintegration project
Content Integration
Content Migration
Content Collaboration
What are your spending plans for each of thefollowing over the next 3-6months
no spending no plansspend less continue current spending spend more
$101 $101
$130
Content Integration Content Migration Content Collaboration
What was your budget last year for eachof the following (in 000s)
5118 6 26
4717 11 26
4918 8 25
24
38
18
6
14
in 0-6 months in 6-12 months in 1-2 years in 2-3 years no projectsplanned
When are you planning your next significantcontent integration or migration project
27
23
44
5
direct cost savings fromdecommissioning a
legacy system
potential specificbusiness benefits tied
to a particular process
overall businessbenefits tied to
improved collaborationand access toinformation
Other (please specify)
As organizations consider the reasons for a large scaleECM migrationintegration project which do you think
is typically MOST important in getting theproject approved
42
71
15
19
29
18
15
30
18
36
20
Corporate amp Executive level
IT and IT Services
Sales
Marketing
Finance
Human Resources
Customer Service amp Support
Privacy amp Security
Legal
Operations
Records amp Information Management
Which of the following departments (please pick three)do you think are most critical in influencing approval
of a content migrationintegration project
11
55
3
0
7
4
3
3
1
5
9
Corporate amp Executive level
IT and IT Services
Sales
Marketing
Finance
Human Resources
Customer Service amp Support
Privacy amp Security
Legal
Operations
Records amp Information Management
Which department in your organization typicallyholds the budget or a significant content
migrationintegration project
Content Integration
Content Migration
Content Collaboration
What are your spending plans for each of thefollowing over the next 3-6months
no spending no plansspend less continue current spending spend more
$101 $101
$130
Content Integration Content Migration Content Collaboration
What was your budget last year for eachof the following (in 000s)
5118 6 26
4717 11 26
4918 8 25
BUILDING AN EFFECTIVE STRATEGY FOR CONTENT INTEGRATION AND MIGRATION
copy AIIM 2019 wwwaiimorg 16pageAIIM Industry Watch
Given that the primary strategic benefit from a content migration or integration project is likely improved knowledge worker productivity (access to information at the right time place and form) and process agility (more seamless integration of content in context into business processes) it is likely that many organizations are leveraging some spending focused on content collaboration into their migration and integration initiatives since the adoption of more modern approaches to collaboration also requires information platform modernization Annual budgets for each are robust and typically in excess of $100000 ndash and nearly 30 of organizations plan to increase this spending in the next 3-6 months
24
38
18
6
14
in 0-6 months in 6-12 months in 1-2 years in 2-3 years no projectsplanned
When are you planning your next significantcontent integration or migration project
27
23
44
5
direct cost savings fromdecommissioning a
legacy system
potential specificbusiness benefits tied
to a particular process
overall businessbenefits tied to
improved collaborationand access toinformation
Other (please specify)
As organizations consider the reasons for a large scaleECM migrationintegration project which do you think
is typically MOST important in getting theproject approved
42
71
15
19
29
18
15
30
18
36
20
Corporate amp Executive level
IT and IT Services
Sales
Marketing
Finance
Human Resources
Customer Service amp Support
Privacy amp Security
Legal
Operations
Records amp Information Management
Which of the following departments (please pick three)do you think are most critical in influencing approval
of a content migrationintegration project
11
55
3
0
7
4
3
3
1
5
9
Corporate amp Executive level
IT and IT Services
Sales
Marketing
Finance
Human Resources
Customer Service amp Support
Privacy amp Security
Legal
Operations
Records amp Information Management
Which department in your organization typicallyholds the budget or a significant content
migrationintegration project
Content Integration
Content Migration
Content Collaboration
What are your spending plans for each of thefollowing over the next 3-6months
no spending no plansspend less continue current spending spend more
$101 $101
$130
Content Integration Content Migration Content Collaboration
What was your budget last year for eachof the following (in 000s)
5118 6 26
4717 11 26
4918 8 25
24
38
18
6
14
in 0-6 months in 6-12 months in 1-2 years in 2-3 years no projectsplanned
When are you planning your next significantcontent integration or migration project
27
23
44
5
direct cost savings fromdecommissioning a
legacy system
potential specificbusiness benefits tied
to a particular process
overall businessbenefits tied to
improved collaborationand access toinformation
Other (please specify)
As organizations consider the reasons for a large scaleECM migrationintegration project which do you think
is typically MOST important in getting theproject approved
42
71
15
19
29
18
15
30
18
36
20
Corporate amp Executive level
IT and IT Services
Sales
Marketing
Finance
Human Resources
Customer Service amp Support
Privacy amp Security
Legal
Operations
Records amp Information Management
Which of the following departments (please pick three)do you think are most critical in influencing approval
of a content migrationintegration project
11
55
3
0
7
4
3
3
1
5
9
Corporate amp Executive level
IT and IT Services
Sales
Marketing
Finance
Human Resources
Customer Service amp Support
Privacy amp Security
Legal
Operations
Records amp Information Management
Which department in your organization typicallyholds the budget or a significant content
migrationintegration project
Content Integration
Content Migration
Content Collaboration
What are your spending plans for each of thefollowing over the next 3-6months
no spending no plansspend less continue current spending spend more
$101 $101
$130
Content Integration Content Migration Content Collaboration
What was your budget last year for eachof the following (in 000s)
5118 6 26
4717 11 26
4918 8 25
24
38
18
6
14
in 0-6 months in 6-12 months in 1-2 years in 2-3 years no projectsplanned
When are you planning your next significantcontent integration or migration project
27
23
44
5
direct cost savings fromdecommissioning a
legacy system
potential specificbusiness benefits tied
to a particular process
overall businessbenefits tied to
improved collaborationand access toinformation
Other (please specify)
As organizations consider the reasons for a large scaleECM migrationintegration project which do you think
is typically MOST important in getting theproject approved
42
71
15
19
29
18
15
30
18
36
20
Corporate amp Executive level
IT and IT Services
Sales
Marketing
Finance
Human Resources
Customer Service amp Support
Privacy amp Security
Legal
Operations
Records amp Information Management
Which of the following departments (please pick three)do you think are most critical in influencing approval
of a content migrationintegration project
11
55
3
0
7
4
3
3
1
5
9
Corporate amp Executive level
IT and IT Services
Sales
Marketing
Finance
Human Resources
Customer Service amp Support
Privacy amp Security
Legal
Operations
Records amp Information Management
Which department in your organization typicallyholds the budget or a significant content
migrationintegration project
Content Integration
Content Migration
Content Collaboration
What are your spending plans for each of thefollowing over the next 3-6months
no spending no plansspend less continue current spending spend more
$101 $101
$130
Content Integration Content Migration Content Collaboration
What was your budget last year for eachof the following (in 000s)
5118 6 26
4717 11 26
4918 8 25
BUILDING AN EFFECTIVE STRATEGY FOR CONTENT INTEGRATION AND MIGRATION
copy AIIM 2019 wwwaiimorg 17 page AIIM Industry Watch
Things You Need to Know AboutContent Integration and Migration
02
of organizations say migrating content and data from legacy content management systems into more modern systems is a problem
07
03 08
04 09
05
of organizations believe they must modernize their information management strategy in order to address rising levels of informationchaos
01
59
92
62
10
06
60
of organizations are planning asignificant content migration or integration initiative in the next12 months
of organizations struggle with integrating content management capabilities into core line-of-businesssystems
Nearly 40 of organizations have five or more major content management systems
40 They are seeking to move this content INTO 1) cloud-based content services platforms 2) on-premises ECM platforms and 3) cloud-based Office 365 and SharePoint repositories
User education needed - 44 of organizations say that ldquocontent integrationrdquo iswell-understood in their organization while 31disagree
44 31
For 44 the most important benefitsto a significant migration or integrationproject are organizational and strategic ndash improved collaboration and access to information ndash rather than mere cost savings
44
A key goal in any migration project is to avoid business disruption ndash 61 agree that ldquoavoiding a big bang migrationrdquo is an important priority61
Organizations have four primary sources of content that they want to move away from 1) departmental shared drives 2) organizational shared drives 3) individual shared drives and 4) on-premises SharePoint repositories
copy AIIM 2019 wwwaiimorg 18pageAIIM Industry Watch
Helix InternationalAward winning Enterprise Content Management (ECM) solutions company that offers individually tailored solutions to help Retire Migrate Integrate and Manage our customers ECM solutionsHelix International ensures critical data is protected stored and accessed lawfully with regard to the correct use access retention and deletion of data particularly with regard to the new GDPR in EuropeHelix International has successfully migrated 100s of ECM solutions
For further information please visit us at httpwwwhelix-intcom
DEVELOPED IN PARTNERSHIP WITH
AvePointAvePoint accelerates your digital transformation success Over 16000 companies and 6 million SharePoint and Office 365 users worldwide trust AvePoint software and services for their data migration management and protection needs in the cloud on-premises and hybrid environmentsA four-time Microsoft Partner of the Year AvePoint is a Microsoft Global ISV Partner and has been named to the Inc 500|5000 six times and the Deloitte Technology Fast 500trade five times Founded in 2001 AvePoint is privately held and headquartered in Jersey City NJ
Visit us at wwwavepointcom
copy AIIM 2019 wwwaiimorg 19 page AIIM Industry Watch
Systemware IncSystemware has been a pioneer in enterprise content management for nearly 40 years helping the worldrsquos largest and most highly regulated organizations capture content from a variety of business systems find it wherever it is stored and deliver it in the context needed for each business line Their content services platform Content Cloud allows organizations to transition from silos of enterprise content to a content services environment where they can simplify IT infrastructure reduce cost-to-serve and meet security and compliance requirements With Systemware Content Cloud organizations can break down information silos and transform their digital environmentsmdashimproving content access and use workflow efficiency and overall experience for users customers and partnersSystemware is committed to ensuring organizations meet information governance requirements in a manner that optimizes cost and complexity while providing a tailored experience for users Content Cloud helps organizations modernize their content management interoperate with a range of repositories and systems automate their processes personalize their experience and enable their content for business intelligence
For further information please visit us at httpswwwsystemwarecom
DEVELOPED IN PARTNERSHIP WITH
OpenTextOpenTexttrade Content Services help organizations Connect Content to their Digital BusinessOpenText Content Services include comprehensive capture content management and archiving solutions all available in the cloud on-premise or in flexible hybrid configurationsOpenText Content Services help organizations connect content to their digital business and transform to become Intelligent and Connected Enterprises by enhancing
The Digital Workplacebull Enabling the preferred productivity methods of a new generation
of knowledge workersbull Providing simple intuitive tools that drive creation sharing
and collaboration bull Delivering relevant content to users in context of daily tasks
The Digital Businessbull Extending into lead applications such as SAPreg Salesforcereg
and Microsoftregbull Applying metadata and governance rulesmdashautomatically
and consistentlybull Leveraging AI and machine learning for analytics and management
Governance and Securitybull Automating content lifecycle managementbull Implementing industry and government compliance protocolsbull Applying industry-leading security technology
OpenText Content Services Platforms are perennially recognized as Leaders by the most respected analyst firms
Learn more about OpenText Content Services athttpswwwopentextcomecm
More and more organizations face the need to migrate legacy content to a newer content suite either in the cloud or on-premise This may contain hundreds thousands or millions of files and documents with related metadata and business logic that need to be migrated Prove you have the skills to become the leader of your migration project with AIIMrsquos Certified Information Professional Designation
For further information click here
Require a Digital Leader to Help Drive Success
Content Migration Projects
LOOKING
FOR YOURNEXT STEP
CLICK HERE TO JOIN THE ONLINE DISCUSSION
Do you have a question about this research Would you like to discuss these findings with other members of AIIM
Here at AIIM we believe that information is your most important asset and we want to teach you the skills to manage it Wersquove felt this way since 1943 back when this community was foundedSure the technology has come a long way since then and the variety of information wersquore managing has changed a lot but one tenet has remained constant Wersquove always focused on the intersection of people processes and information We help organizations put information to workAIIM is a non-profit organization that provides independent research training and certification for information professionals
copy 2019AIIM8403 Colesville Road Suite 1100Silver Spring MD 20910 USA +1 301 587 8202 wwwaiimorg
AIIM EuropeOffice 1 Broomhall Business CentreWorcester WR5 2NT UK+44 (0)1905 727600wwwaiimorg
Whatrsquos NextThe CIP Can Help You and Your Organization Navigate the World of IIMNow is not the time to wait on your Digital Transformation initiative IIM practices and methodologies are critical to your success and AIIM can help Digital disruption calls for digital leaders with the skills and experience to optimize information assets and transform business Become that leader now through AIIMrsquos Certified Information Professional (CIP) programAIIM worked with industry experts and focus groups to define the body of knowledge necessary for information professionals to understand core IIM practice areas and methodologies built a certification and test based upon this body of knowledge that is available at locations around the world and created a set of training courses and materials to help information professionals prepare for the examination The path to CIP should be fairly simple for information practitioners who already have expertise and work experience AIIM has a number of resources that can help practitioners at all levels prepare to become a Certified Information Professionaln CIP Data Sheetn CIP Exam Outlinen CIP Study Guide (free to professional members
nonmember fee is $60 USD) n AIIM Training Coursesn Online CIP Prep Coursen In-Person CIP Prep Classesn Practice Exam
CIPs reflect a more integrated more holistic view of information management Changes in one process technology or practice invariably affect others in the organization CIPs are able to see the forest and the trees and understand and plan for these outcomes Because of this CIPs will identify and understand changes that could cause compliance issues thereby reducing liability Organizations that manage their information more effectively enjoy reduced costs faster time to market increased revenues and cash flow and increased business agility CIPs are uniquely positioned to help organizations achieve these benefits because they understand the interactions between different information intensive processes and activities
copy AIIM 2019 wwwaiimorg 7 page AIIM Industry Watch
BUILDING AN EFFECTIVE STRATEGY FOR CONTENT INTEGRATION AND MIGRATION
In addition during the survey we asked respondents to self-assess the performance of their organization (ldquoprofitabilityrdquo for companies ldquoeffectivenessrdquo for non-profits and governmental agencies) relative to other organizations in their peer group and score their performance as either ldquoabove averagerdquo (32) ldquoaveragerdquo (56) or ldquobelow averagerdquo (12) Throughout this eBook we have broken out some of the responses by these categories to establish the link between organizational performance and IIM maturity and effectivenessWe have also used data from previous AIIM market research reports to illustrate particular points The specific reports used are footnoted
Understanding the Connection Between Digital Transformation and Intelligent Information Management
Every organization is on ndash or should be on ndash a Digital Transformation journey 79 of organizations realize that they must transform into a true digital business in order to survive As the currency that fuels and funds the journey information is an organizationrsquos most valuable asset1
As organizations begin their Digital Transformation efforts they are focusing on three key areas for improvement 1) IT processes and their modernization (58 to give them more business agility) 2) Information Governance (42 to make their information assets more findable accurate and accessible to machines) and Customer Experiences (39 to increase value to customers and head off potential digital disruptors)2
Which is the best description of the departmentin which you work
Approximately how many employees arethere in your organization
Which of the following best describes theprimary business of your organization
27
10
42
9 11
RM DMCM
Line ofbusiness
IT ComplianceSecurity Legal
Other
21
4138
10-100 100-1000 over 1000
54
27
15
40
NA UK ampEMEA
Asia PacIndia
AusNZ
CASA
Where is your organization headquartered
8
116
107
2
14
42
57
83
21
47
Government amp Public Services - LocalStateFinance Banking Insurance
Government amp Public Services ndash NationalInternationalIT amp High Tech
EducationNon-Profit Charity
Manufacturing Aerospace Food ProcessEnergy Oil amp Gas Mining
ConsultantsEngineering amp Construction
HealthcareRetail Transport Real Estate
Telecoms Water UtilitiesMedia Entertainment Publishing
Document Services ProviderLegal and Professional Services
Other
30
60
10
Above average Average Below average
How would you rate the overall PROFITABILITY (or EFFECTIVENESS if youre a non-profit or government
agency) of your organization compared to othersin your industry or peer group
3940
20
2
Very important Important Somewhatimportant
Not importantat all
How important is DIGITAL TRANSFORMATIONto your organization
25
29
21
30
23
39
18
58
30
34
42
Production and inventory
Research and Development
Purchasing
Marketing
Sales
Customer service
Field services
IT processes
Human Resource Management
Accounting and Finance
Information Governance
Which processes are the focus of your Digital Transformationefforts (check as many as apply)
2
25
21
16
10
75
6
2
5
X 2X 3X 4X 5X 6X 7X 8X 9X 10X
Think about the huge amounts of data and information currentlycoming into your organization (call this current volume ldquoXrdquo)
What do you predict this volume will be in 2 years
8
18
23
19
11
9 9
1 2
90 80 70 60 50 40 30 20 10
Think about ALL of the information in your organization Whatwould be your best guess for the percentage of the total that
is unstructured INFORMATION
64
28
2
5
1
Completely agree
Somewhat agree
No opinion
Somewhat disagree
Completely disagree
Our information management strategy needs to bemodernized to meet modern problems
1 AIIM 2019 State of the Industry ndash Content Services Overall N = 3072 AIIM 2019 State of the Industry ndash Content Services Overall N = 307
Additional reading from Helix Helix International is a consulting and software company that focuses on Document and Data Solutions for documents and data intersection Its focal technology is the MARS Platform which serves as the framework for building applications and connecting data document repositories on disparate platforms See how HELIX International Migrates 50 TB of data for a large Hospital
copy AIIM 2019 wwwaiimorg 8pageAIIM Industry Watch
A rising tide of information chaos and confusion imperils these desired Digital Transformation journeys The volume velocity and variety of information that most organizations need to manage store and protect now exceeds their ability to even marginally keep pace with big content challenges On average organizations expect the volume of information coming into their organizations to grow from X to 42X over the next two years3 And most importantly for those who care about content management and content services they expect over 60 of this information to be unstructured (like a contract or a conversation) or semi-structured (like an invoice or a form)4
This rising tide of information chaos and confusion is creating a demand for new information management practices that extend beyond traditional Enterprise Content Management 92 of organizations believe that they must modernize their information management strategy in order to meet this challenge5
3 AIIM 2018 Automating Governance and Compliance Overall N = 275 4 AIIM 2018 Enhancing Your RPA Implementation with Intelligent Information Overall N = 2265 AIIM 2018 Meeting the Challenge of Digital Transformation Overall N = 366
3940
20
2
Very important Important Somewhatimportant
Not importantat all
How important is DIGITAL TRANSFORMATIONto your organization
25
29
21
30
23
39
18
58
30
34
42
Production and inventory
Research and Development
Purchasing
Marketing
Sales
Customer service
Field services
IT processes
Human Resource Management
Accounting and Finance
Information Governance
Which processes are the focus of your Digital Transformationefforts (check as many as apply)
2
25
21
16
10
75
6
2
5
X 2X 3X 4X 5X 6X 7X 8X 9X 10X
Think about the huge amounts of data and information currentlycoming into your organization (call this current volume ldquoXrdquo)
What do you predict this volume will be in 2 years
8
18
23
19
11
9 9
1 2
90 80 70 60 50 40 30 20 10
Think about ALL of the information in your organization Whatwould be your best guess for the percentage of the total that
is unstructured INFORMATION
64
28
2
5
1
Completely agree
Somewhat agree
No opinion
Somewhat disagree
Completely disagree
Our information management strategy needs to bemodernized to meet modern problems
3940
20
2
Very important Important Somewhatimportant
Not importantat all
How important is DIGITAL TRANSFORMATIONto your organization
25
29
21
30
23
39
18
58
30
34
42
Production and inventory
Research and Development
Purchasing
Marketing
Sales
Customer service
Field services
IT processes
Human Resource Management
Accounting and Finance
Information Governance
Which processes are the focus of your Digital Transformationefforts (check as many as apply)
2
25
21
16
10
75
6
2
5
X 2X 3X 4X 5X 6X 7X 8X 9X 10X
Think about the huge amounts of data and information currentlycoming into your organization (call this current volume ldquoXrdquo)
What do you predict this volume will be in 2 years
8
18
23
19
11
9 9
1 2
90 80 70 60 50 40 30 20 10
Think about ALL of the information in your organization Whatwould be your best guess for the percentage of the total that
is unstructured INFORMATION
64
28
2
5
1
Completely agree
Somewhat agree
No opinion
Somewhat disagree
Completely disagree
Our information management strategy needs to bemodernized to meet modern problems
3940
20
2
Very important Important Somewhatimportant
Not importantat all
How important is DIGITAL TRANSFORMATIONto your organization
25
29
21
30
23
39
18
58
30
34
42
Production and inventory
Research and Development
Purchasing
Marketing
Sales
Customer service
Field services
IT processes
Human Resource Management
Accounting and Finance
Information Governance
Which processes are the focus of your Digital Transformationefforts (check as many as apply)
2
25
21
16
10
75
6
2
5
X 2X 3X 4X 5X 6X 7X 8X 9X 10X
Think about the huge amounts of data and information currentlycoming into your organization (call this current volume ldquoXrdquo)
What do you predict this volume will be in 2 years
8
18
23
19
11
9 9
1 2
90 80 70 60 50 40 30 20 10
Think about ALL of the information in your organization Whatwould be your best guess for the percentage of the total that
is unstructured INFORMATION
64
28
2
5
1
Completely agree
Somewhat agree
No opinion
Somewhat disagree
Completely disagree
Our information management strategy needs to bemodernized to meet modern problems
3940
20
2
Very important Important Somewhatimportant
Not importantat all
How important is DIGITAL TRANSFORMATIONto your organization
25
29
21
30
23
39
18
58
30
34
42
Production and inventory
Research and Development
Purchasing
Marketing
Sales
Customer service
Field services
IT processes
Human Resource Management
Accounting and Finance
Information Governance
Which processes are the focus of your Digital Transformationefforts (check as many as apply)
2
25
21
16
10
75
6
2
5
X 2X 3X 4X 5X 6X 7X 8X 9X 10X
Think about the huge amounts of data and information currentlycoming into your organization (call this current volume ldquoXrdquo)
What do you predict this volume will be in 2 years
8
18
23
19
11
9 9
1 2
90 80 70 60 50 40 30 20 10
Think about ALL of the information in your organization Whatwould be your best guess for the percentage of the total that
is unstructured INFORMATION
64
28
2
5
1
Completely agree
Somewhat agree
No opinion
Somewhat disagree
Completely disagree
Our information management strategy needs to bemodernized to meet modern problems
BUILDING AN EFFECTIVE STRATEGY FOR CONTENT INTEGRATION AND MIGRATION
copy AIIM 2019 wwwaiimorg 9 page AIIM Industry Watch
This means that organizations must embrace much more modular and flexible content services strategies and platforms However ripping out existing systems that perform mission critical functions in order to ldquomodernizerdquo is not something an organization operating at significant scale can approach cavalierly The challenge is somewhat akin to attempting to change the wiring in a house while the power is still onContent migration and integration technologies provide a bridge allowing organizations to manage this change Doing so allows them to continue to leverage the value of past technology systems and investments maintain business and process continuity and also simultaneously embark upon needed change and modernizationIn this eBook we consider these core questions
BUILDING AN EFFECTIVE STRATEGY FOR CONTENT INTEGRATION AND MIGRATION
1 What specific business problems are driving interest in content migration and integration
2 How well-understood are the solutions to solve core content integration and migration problems
3 How are end user organizations prioritizing their spending options in order to modernize their information toolkit
copy AIIM 2019 wwwaiimorg 10pageAIIM Industry Watch
1 ndash What specific business problems are driving interest in content migration and integration
Every organization ndash regardless of industry ndash is now a technology organization But rising information chaos is a very real and strategic threat to the ability of organizations to succeed or even survive An effective Content Services strategy is key to addressing these challengesWithin this context many core information management problems are still unsolved by end users6
But how are organizations approaching this modernization challenge What kinds of problems are they encountering along the wayHow do organizations with existing ndash and multiple ndash content implementations think through the modernization challengeThe good news for many organizations is that it is easier than ever to deploy content management systems This is also the bad news and there seems no end to the balkanization of content capabilities A decade ago organizations could speculate about the possibility of one content repository to meet all needs the reality is that this has always been ndash and will continue to be ndash a false hope Nearly 40 of organizations have five or more major content management systems
This is not likely to change moving forward Only 14 of organizations believe that they will have fewer content platforms to manage in two years and 48 percent believe the number of content platforms will actually grow over the next two years
Integrating content management capabilitiesinto core line-of-business applications
Migrating content and data from legacy contentmanagement systems into more modern systems
Converting unstructured information and contentinto data that can be understood by machines
Getting widespread user adoption ofour content management system(s)
Classifying and applying metadatato archived content
How significant a problem are each of thefollowing for your organization
A problemA significant problem No opinion Not a problem at all
3133
23
67
1-2 platforms 3-4 platforms 5-6 platforms 7-8 platforms more than 8platforms
Approximately how many content managementplatforms are currently in active use in
your organization
13
35
39
12
2
A lot more thannow
More thannow
About thesame
Less thannow
A lot lessthan now
How many content management platformsdo you think you will have in two years
Our efforts to modernize our informationinfrastructure are hampered by the mission-
critical functions performed by our legacysystems
Accessing content across different contentplatforms is a major challenge for our
knowledge workers
Agree or DisagreeNo opinionSomewhat agreeStrongly agree
Somewhat disagree Strongly disagree
Migrating information from on-premises repositories to cloud
repositories
Migrating content from oneECM platform to another
Getting rid of redundant trivialand obsolete information
How significant a problem is thisA significant problem A problem
4215 32
4219 27
4214 37
4613 32
4416 33
4424 10
3734 9
30
37
16
42
16
43
Integrating content management capabilitiesinto core line-of-business applications
Migrating content and data from legacy contentmanagement systems into more modern systems
Converting unstructured information and contentinto data that can be understood by machines
Getting widespread user adoption ofour content management system(s)
Classifying and applying metadatato archived content
How significant a problem are each of thefollowing for your organization
A problemA significant problem No opinion Not a problem at all
3133
23
67
1-2 platforms 3-4 platforms 5-6 platforms 7-8 platforms more than 8platforms
Approximately how many content managementplatforms are currently in active use in
your organization
13
35
39
12
2
A lot more thannow
More thannow
About thesame
Less thannow
A lot lessthan now
How many content management platformsdo you think you will have in two years
Our efforts to modernize our informationinfrastructure are hampered by the mission-
critical functions performed by our legacysystems
Accessing content across different contentplatforms is a major challenge for our
knowledge workers
Agree or DisagreeNo opinionSomewhat agreeStrongly agree
Somewhat disagree Strongly disagree
Migrating information from on-premises repositories to cloud
repositories
Migrating content from oneECM platform to another
Getting rid of redundant trivialand obsolete information
How significant a problem is thisA significant problem A problem
4215 32
4219 27
4214 37
4613 32
4416 33
4424 10
3734 9
30
37
16
42
16
43
Integrating content management capabilitiesinto core line-of-business applications
Migrating content and data from legacy contentmanagement systems into more modern systems
Converting unstructured information and contentinto data that can be understood by machines
Getting widespread user adoption ofour content management system(s)
Classifying and applying metadatato archived content
How significant a problem are each of thefollowing for your organization
A problemA significant problem No opinion Not a problem at all
3133
23
67
1-2 platforms 3-4 platforms 5-6 platforms 7-8 platforms more than 8platforms
Approximately how many content managementplatforms are currently in active use in
your organization
13
35
39
12
2
A lot more thannow
More thannow
About thesame
Less thannow
A lot lessthan now
How many content management platformsdo you think you will have in two years
Our efforts to modernize our informationinfrastructure are hampered by the mission-
critical functions performed by our legacysystems
Accessing content across different contentplatforms is a major challenge for our
knowledge workers
Agree or DisagreeNo opinionSomewhat agreeStrongly agree
Somewhat disagree Strongly disagree
Migrating information from on-premises repositories to cloud
repositories
Migrating content from oneECM platform to another
Getting rid of redundant trivialand obsolete information
How significant a problem is thisA significant problem A problem
4215 32
4219 27
4214 37
4613 32
4416 33
4424 10
3734 9
30
37
16
42
16
43
BUILDING AN EFFECTIVE STRATEGY FOR CONTENT INTEGRATION AND MIGRATION
6 AIIM 2019 State of the Industry ndash Content Services Overall N = 307
Additional reading from Systemware An Automated Approach To Fast Report Extraction Systemwarersquos customer care and problem-solving mindset help the accounting group of a Fortune 500 Grocer automate its payroll report extraction ndash reducing year-end processing by 97 from 112 hours to three hours
copy AIIM 2019 wwwaiimorg 11 page AIIM Industry Watch
The problem of seamless content accessibility and availability is not just a matter of the number of repositories It is also a problem because a significant volume of critical content is not lodged within a dedicated content system at all but actually stored within a line of business process platform that often lacks core content and records capabilities This is due to the historic difficulty of integrating content capabilities beyond the initial process in which an ECM system was deployed Content integration remains a challenge for most organizations While most organizations continue to increase the number of content systems they use a rising portion of critical business content (now 54) remains OUTSIDE those content management systems7
Over five years ago AIIM asked end-user organizations this question ldquoWhat proportion of your unstructured content and information (excluding emails) would you say is stored in enterprise systems (ERP HR Finance CRM Project Management LOB etc) INSTEAD OF in a Content ManagementDM system(s) ndash and is not accessible through your Content ManagementDM system(s)rdquo
2018 20130 28 27
10 54 68
20 76 83
30 101 122
40 101 86
50 108 116
60 127 98
70 146 131
80 123 101
90 136 169
Average 544 535
The desire for more modular content capabilities surfaceable in context within multiple business processes is at the core of the evolution of the content space from ECM to Content ServicesTwo out of three organizations say that their efforts to address these problems ndash the efforts to modernize ndash are hampered by their reliance on the mission critical functions performed by their legacy systems This translates into suboptimal productivity for knowledge workers 71 of organizations say that accessing content across multiple platforms is a major challenge
This translates into a set of business problems that can only be addressed with a content migration strategy ndash moving information from one place to another ndash or a content integration strategy ndash establishing a platform to access and manage content no matter the repository or platform in which it is located As organizations consider these strategies a core driver is a familiar one in the content and records management space ndash how to responsibly dispose of information that is no longer needed for business legal or compliance purposes
Integrating content management capabilitiesinto core line-of-business applications
Migrating content and data from legacy contentmanagement systems into more modern systems
Converting unstructured information and contentinto data that can be understood by machines
Getting widespread user adoption ofour content management system(s)
Classifying and applying metadatato archived content
How significant a problem are each of thefollowing for your organization
A problemA significant problem No opinion Not a problem at all
3133
23
67
1-2 platforms 3-4 platforms 5-6 platforms 7-8 platforms more than 8platforms
Approximately how many content managementplatforms are currently in active use in
your organization
13
35
39
12
2
A lot more thannow
More thannow
About thesame
Less thannow
A lot lessthan now
How many content management platformsdo you think you will have in two years
Our efforts to modernize our informationinfrastructure are hampered by the mission-
critical functions performed by our legacysystems
Accessing content across different contentplatforms is a major challenge for our
knowledge workers
Agree or DisagreeNo opinionSomewhat agreeStrongly agree
Somewhat disagree Strongly disagree
Migrating information from on-premises repositories to cloud
repositories
Migrating content from oneECM platform to another
Getting rid of redundant trivialand obsolete information
How significant a problem is thisA significant problem A problem
4215 32
4219 27
4214 37
4613 32
4416 33
4424 10
3734 9
30
37
16
42
16
43
Integrating content management capabilitiesinto core line-of-business applications
Migrating content and data from legacy contentmanagement systems into more modern systems
Converting unstructured information and contentinto data that can be understood by machines
Getting widespread user adoption ofour content management system(s)
Classifying and applying metadatato archived content
How significant a problem are each of thefollowing for your organization
A problemA significant problem No opinion Not a problem at all
3133
23
67
1-2 platforms 3-4 platforms 5-6 platforms 7-8 platforms more than 8platforms
Approximately how many content managementplatforms are currently in active use in
your organization
13
35
39
12
2
A lot more thannow
More thannow
About thesame
Less thannow
A lot lessthan now
How many content management platformsdo you think you will have in two years
Our efforts to modernize our informationinfrastructure are hampered by the mission-
critical functions performed by our legacysystems
Accessing content across different contentplatforms is a major challenge for our
knowledge workers
Agree or DisagreeNo opinionSomewhat agreeStrongly agree
Somewhat disagree Strongly disagree
Migrating information from on-premises repositories to cloud
repositories
Migrating content from oneECM platform to another
Getting rid of redundant trivialand obsolete information
How significant a problem is thisA significant problem A problem
4215 32
4219 27
4214 37
4613 32
4416 33
4424 10
3734 9
30
37
16
42
16
43
BUILDING AN EFFECTIVE STRATEGY FOR CONTENT INTEGRATION AND MIGRATION
7 AIIM 2018 Meeting the Challenge of Digital Transformation Overall N = 366
copy AIIM 2019 wwwaiimorg 12pageAIIM Industry Watch
2 ndash How well-understood are the solutions to solve core content integration and migration problems
The rising volume of information and its potential value to customer experiences is changing what is needed from content management systems Organizations clearly understand that they have an information modernization problem but are struggling with solutions as the tide of information chaos rises
Content migration and content integration are not necessarily mutually exclusive ndash most organizations seeking to modernize employ some combination ndash but they are differentWhen thinking about a content migration project most organizations typically have both a ldquofromrdquo and a ldquotordquo in mind Organizations have four primary sources of content that they want to move away from 1) departmental shared drives 2) organizational shared drives 3) individual shared drives and 4) on-premises SharePoint repositories They are seeking to move this content INTO 1) cloud-based content services platforms 2) on-premises ECM platforms and 3) cloud-based Office 365 and SharePoint repositories
35
46
41
28
31
30
35
14
3
hard drives on individual computers
department shared drives
organization shared drives
On-premise ECM platforms
On-premise content services platforms
Cloud-based content services platforms
On-premise SharePoint repositories
Cloud-based SharePoint and Office365repositories
Other (please specify)
From WHERE are you tryingto migrate content
17
20
20
33
25
40
25
31
2
hard drives on individual computers
department shared drives
organization shared drives
On-premise ECM platforms
On-premise content services platforms
Cloud-based content services platforms
On-premise SharePoint repositories
Cloud-based SharePoint and Office365repositories
Other (please specify)
Where are you trying to migrate content TO
Leaders
Average
Laggards
Agree or Disagree The term content integrationis well-understood in our organization
No opinionSomewhat agreeStrongly agree Somewhat disagree Strongly disagree
14
18
27
16
8 79
Improvecustomer
responsiveness
Improveknowledge
workerproductivity
Improveorganizationalflexibility and
agility
Reducebusiness risk
Avoid changingcurrent recordsmanagementand retention
policies
Avoid changingtransactional
processesbased on a
specificrepository
To make aphased
migration overtime possible
What is the MOST important reason to considera content integration platform
-1
4
13
-12
0
-1
-1
Improve customer responsiveness
Improve knowledge worker productivity
Improve organizational flexibility and agility
Reduce business risk
Avoid changing current records managementand retention policies
Avoid changing transactional processes basedon a specific repository
To make a phased migration over time possible
Percentage point difference between leading vs laggingorganizations -- THE most important potential benefit
of a content integration initiative
8
41
31
10 11
Great mdashSunshine and rainbows
Pretty good mdashA walk in the park
Not so good mdashA root canal
Awful mdashOpen heart surgery
We havenrsquot done a significant content
migration or integration yet
The last time your organization conducted a significant contentmigration or integration project how would you
describe the experience
24 324 32
33 229 7
26 2128 7
35
46
41
28
31
30
35
14
3
hard drives on individual computers
department shared drives
organization shared drives
On-premise ECM platforms
On-premise content services platforms
Cloud-based content services platforms
On-premise SharePoint repositories
Cloud-based SharePoint and Office365repositories
Other (please specify)
From WHERE are you tryingto migrate content
17
20
20
33
25
40
25
31
2
hard drives on individual computers
department shared drives
organization shared drives
On-premise ECM platforms
On-premise content services platforms
Cloud-based content services platforms
On-premise SharePoint repositories
Cloud-based SharePoint and Office365repositories
Other (please specify)
Where are you trying to migrate content TO
Leaders
Average
Laggards
Agree or Disagree The term content integrationis well-understood in our organization
No opinionSomewhat agreeStrongly agree Somewhat disagree Strongly disagree
14
18
27
16
8 79
Improvecustomer
responsiveness
Improveknowledge
workerproductivity
Improveorganizationalflexibility and
agility
Reducebusiness risk
Avoid changingcurrent recordsmanagementand retention
policies
Avoid changingtransactional
processesbased on a
specificrepository
To make aphased
migration overtime possible
What is the MOST important reason to considera content integration platform
-1
4
13
-12
0
-1
-1
Improve customer responsiveness
Improve knowledge worker productivity
Improve organizational flexibility and agility
Reduce business risk
Avoid changing current records managementand retention policies
Avoid changing transactional processes basedon a specific repository
To make a phased migration over time possible
Percentage point difference between leading vs laggingorganizations -- THE most important potential benefit
of a content integration initiative
8
41
31
10 11
Great mdashSunshine and rainbows
Pretty good mdashA walk in the park
Not so good mdashA root canal
Awful mdashOpen heart surgery
We havenrsquot done a significant content
migration or integration yet
The last time your organization conducted a significant contentmigration or integration project how would you
describe the experience
24 324 32
33 229 7
26 2128 7
BUILDING AN EFFECTIVE STRATEGY FOR CONTENT INTEGRATION AND MIGRATION
copy AIIM 2019 wwwaiimorg 13 page AIIM Industry Watch
A key goal in any migration project is to avoid business disruption ndash 61 agree that ldquoavoiding a big bang migrationrdquo is an important priority 57 ldquodonrsquot make a distinction between data migration and content migrationrdquoContent integration seeks to avoid some of the disruptive challenges associated with migration by using a platform to access and manage content without moving it A challenge in undertaking a content integration project is that the term is still not well-understood by organizations 44 of organizations agree that ldquocontent integrationrdquo is well-understood in their organization while 31 disagreeWhile there are myriad reasons for undertaking a content integration project two useful questions to ask are 1) how widespread is understanding of the term ldquocontent integrationrdquo and 2) what do users see as the MOST important reason for undertaking such an initiativeThe term ldquocontent integrationrdquo is currently better understood by solution providers than it is by end users This is not unusual sell-side companies are often eager to hop on new marketing terms as a source of differentiation as are analyst companies looking to distinguish their consulting practicesThe data suggests that the very companies that would most benefit from a content rationalization and integration initiative ndash those with profit or service performance problems relative to their peers ndash have the lowest understanding of what the term means This suggests the need for ldquotop of funnelrdquo market education efforts ndash so users can put a name to the problem they are experiencing ndash before immediately moving into sell mode These lagging companies understand they have a problem (92 say accessing content across different content platforms is a problem 30 percentage points higher than the result for average or leading organizations) but they have not yet assigned a name to the solution set tied to this problem and are thus likely to encounter internal friction during acquisition
Conventional wisdom suggests that cost reduction is a primary reason for undertaking such an initiative along with mitigating information risk tied to eDiscovery The data suggests that most organizations view the value of a migration or integration project higher on the chain The most important reason cited for undertaking such an initiative is to improve organizational flexibility and agility (27) followed closely by improving knowledge worker productivity (18) This suggests that end-user organizations understand the problems created in their organizations by overflowing and incompatible information silos and recognize the need to do something about them
35
46
41
28
31
30
35
14
3
hard drives on individual computers
department shared drives
organization shared drives
On-premise ECM platforms
On-premise content services platforms
Cloud-based content services platforms
On-premise SharePoint repositories
Cloud-based SharePoint and Office365repositories
Other (please specify)
From WHERE are you tryingto migrate content
17
20
20
33
25
40
25
31
2
hard drives on individual computers
department shared drives
organization shared drives
On-premise ECM platforms
On-premise content services platforms
Cloud-based content services platforms
On-premise SharePoint repositories
Cloud-based SharePoint and Office365repositories
Other (please specify)
Where are you trying to migrate content TO
Leaders
Average
Laggards
Agree or Disagree The term content integrationis well-understood in our organization
No opinionSomewhat agreeStrongly agree Somewhat disagree Strongly disagree
14
18
27
16
8 79
Improvecustomer
responsiveness
Improveknowledge
workerproductivity
Improveorganizationalflexibility and
agility
Reducebusiness risk
Avoid changingcurrent recordsmanagementand retention
policies
Avoid changingtransactional
processesbased on a
specificrepository
To make aphased
migration overtime possible
What is the MOST important reason to considera content integration platform
-1
4
13
-12
0
-1
-1
Improve customer responsiveness
Improve knowledge worker productivity
Improve organizational flexibility and agility
Reduce business risk
Avoid changing current records managementand retention policies
Avoid changing transactional processes basedon a specific repository
To make a phased migration over time possible
Percentage point difference between leading vs laggingorganizations -- THE most important potential benefit
of a content integration initiative
8
41
31
10 11
Great mdashSunshine and rainbows
Pretty good mdashA walk in the park
Not so good mdashA root canal
Awful mdashOpen heart surgery
We havenrsquot done a significant content
migration or integration yet
The last time your organization conducted a significant contentmigration or integration project how would you
describe the experience
24 324 32
33 229 7
26 2128 7
35
46
41
28
31
30
35
14
3
hard drives on individual computers
department shared drives
organization shared drives
On-premise ECM platforms
On-premise content services platforms
Cloud-based content services platforms
On-premise SharePoint repositories
Cloud-based SharePoint and Office365repositories
Other (please specify)
From WHERE are you tryingto migrate content
17
20
20
33
25
40
25
31
2
hard drives on individual computers
department shared drives
organization shared drives
On-premise ECM platforms
On-premise content services platforms
Cloud-based content services platforms
On-premise SharePoint repositories
Cloud-based SharePoint and Office365repositories
Other (please specify)
Where are you trying to migrate content TO
Leaders
Average
Laggards
Agree or Disagree The term content integrationis well-understood in our organization
No opinionSomewhat agreeStrongly agree Somewhat disagree Strongly disagree
14
18
27
16
8 79
Improvecustomer
responsiveness
Improveknowledge
workerproductivity
Improveorganizationalflexibility and
agility
Reducebusiness risk
Avoid changingcurrent recordsmanagementand retention
policies
Avoid changingtransactional
processesbased on a
specificrepository
To make aphased
migration overtime possible
What is the MOST important reason to considera content integration platform
-1
4
13
-12
0
-1
-1
Improve customer responsiveness
Improve knowledge worker productivity
Improve organizational flexibility and agility
Reduce business risk
Avoid changing current records managementand retention policies
Avoid changing transactional processes basedon a specific repository
To make a phased migration over time possible
Percentage point difference between leading vs laggingorganizations -- THE most important potential benefit
of a content integration initiative
8
41
31
10 11
Great mdashSunshine and rainbows
Pretty good mdashA walk in the park
Not so good mdashA root canal
Awful mdashOpen heart surgery
We havenrsquot done a significant content
migration or integration yet
The last time your organization conducted a significant contentmigration or integration project how would you
describe the experience
24 324 32
33 229 7
26 2128 7
BUILDING AN EFFECTIVE STRATEGY FOR CONTENT INTEGRATION AND MIGRATION
Additional reading from Avepoint ldquoWe want to make it easy to use a compliant environmentrdquosaid Ryan ldquoOur plan is that if someone wants a SharePoint site or Group Cloud Governance can help them fill out a questionnaire to label everything for them and get approval so they can self-serve to improve productivityrdquo Link to this reportJenny Ryan Digital Information Analyst Airways New Zealand
copy AIIM 2019 wwwaiimorg 14pageAIIM Industry Watch
The differences between leading and lagging organizations are most striking when looking at these ldquomost importantrdquo reasons Leading organizations are forward looking when they think about content integration focused on how such an initiative can build business agility and improve the effectiveness of knowledge workers Lagging organizations are relatively more focused upon the risk avoidance part of the equation
Whether undertaking a content migration or content integration project it is important to understand that in the past these kinds of projects have had mixed success The technologies and solutions focused on content migration and integration have changed ndash and improved ndash significantly in the last few years moving away from the dreaded ldquobig bangrdquo approaches that often loom large in institutional memories AI and content services allow organizations to approach content infrastructure modernization with a different and less disruptive toolkit than has historically been the case However the legacy of 41 of organizations that would describe these projects as either a ldquoroot canalrdquo or ldquoopen heart surgeryrdquo persists
35
46
41
28
31
30
35
14
3
hard drives on individual computers
department shared drives
organization shared drives
On-premise ECM platforms
On-premise content services platforms
Cloud-based content services platforms
On-premise SharePoint repositories
Cloud-based SharePoint and Office365repositories
Other (please specify)
From WHERE are you tryingto migrate content
17
20
20
33
25
40
25
31
2
hard drives on individual computers
department shared drives
organization shared drives
On-premise ECM platforms
On-premise content services platforms
Cloud-based content services platforms
On-premise SharePoint repositories
Cloud-based SharePoint and Office365repositories
Other (please specify)
Where are you trying to migrate content TO
Leaders
Average
Laggards
Agree or Disagree The term content integrationis well-understood in our organization
No opinionSomewhat agreeStrongly agree Somewhat disagree Strongly disagree
14
18
27
16
8 79
Improvecustomer
responsiveness
Improveknowledge
workerproductivity
Improveorganizationalflexibility and
agility
Reducebusiness risk
Avoid changingcurrent recordsmanagementand retention
policies
Avoid changingtransactional
processesbased on a
specificrepository
To make aphased
migration overtime possible
What is the MOST important reason to considera content integration platform
-1
4
13
-12
0
-1
-1
Improve customer responsiveness
Improve knowledge worker productivity
Improve organizational flexibility and agility
Reduce business risk
Avoid changing current records managementand retention policies
Avoid changing transactional processes basedon a specific repository
To make a phased migration over time possible
Percentage point difference between leading vs laggingorganizations -- THE most important potential benefit
of a content integration initiative
8
41
31
10 11
Great mdashSunshine and rainbows
Pretty good mdashA walk in the park
Not so good mdashA root canal
Awful mdashOpen heart surgery
We havenrsquot done a significant content
migration or integration yet
The last time your organization conducted a significant contentmigration or integration project how would you
describe the experience
24 324 32
33 229 7
26 2128 7
35
46
41
28
31
30
35
14
3
hard drives on individual computers
department shared drives
organization shared drives
On-premise ECM platforms
On-premise content services platforms
Cloud-based content services platforms
On-premise SharePoint repositories
Cloud-based SharePoint and Office365repositories
Other (please specify)
From WHERE are you tryingto migrate content
17
20
20
33
25
40
25
31
2
hard drives on individual computers
department shared drives
organization shared drives
On-premise ECM platforms
On-premise content services platforms
Cloud-based content services platforms
On-premise SharePoint repositories
Cloud-based SharePoint and Office365repositories
Other (please specify)
Where are you trying to migrate content TO
Leaders
Average
Laggards
Agree or Disagree The term content integrationis well-understood in our organization
No opinionSomewhat agreeStrongly agree Somewhat disagree Strongly disagree
14
18
27
16
8 79
Improvecustomer
responsiveness
Improveknowledge
workerproductivity
Improveorganizationalflexibility and
agility
Reducebusiness risk
Avoid changingcurrent recordsmanagementand retention
policies
Avoid changingtransactional
processesbased on a
specificrepository
To make aphased
migration overtime possible
What is the MOST important reason to considera content integration platform
-1
4
13
-12
0
-1
-1
Improve customer responsiveness
Improve knowledge worker productivity
Improve organizational flexibility and agility
Reduce business risk
Avoid changing current records managementand retention policies
Avoid changing transactional processes basedon a specific repository
To make a phased migration over time possible
Percentage point difference between leading vs laggingorganizations -- THE most important potential benefit
of a content integration initiative
8
41
31
10 11
Great mdashSunshine and rainbows
Pretty good mdashA walk in the park
Not so good mdashA root canal
Awful mdashOpen heart surgery
We havenrsquot done a significant content
migration or integration yet
The last time your organization conducted a significant contentmigration or integration project how would you
describe the experience
24 324 32
33 229 7
26 2128 7
BUILDING AN EFFECTIVE STRATEGY FOR CONTENT INTEGRATION AND MIGRATION
copy AIIM 2019 wwwaiimorg 15 page AIIM Industry Watch
3 ndash How are end user organizations prioritizing their spending options in order to modernize their information toolkit
Content migration and content integration are clearly hot priorities for end-user organizations to 1) improve business and process agility and 2) improve knowledge worker productivity Over 60 of organizations say they are planning a significant content migration or integration initiative in the next 12 months
As mentioned earlier with regards to content integration it is important for those proposing these projects to take the high ground Certainly the direct savings that accrue from decommissioning a legacy system are important (27) as are the potential benefits within a particular business process (23) But the most important benefits to a significant migration or integration project are organizational ndash improved collaboration and access to information In short the benefits are directly tied to business agility and becoming a true digital business This is especially true as organizations shift their focus from improving specific point processes to transforming customer experiences and journeys across processes
The primary gatekeepers on these projects ndash those who should likely be on any buying andor implementation team ndash include 1) IT and IT services (likely most concerned about information security and systems integrity) 2) C-level executives (likely concerned about improving customer experiences and value) and 3) line-of-business operations executives (who can directly testify to the problems posed by siloed and inaccessible information) Actual budgets for these projects most likely reside with IT and IT Services
24
38
18
6
14
in 0-6 months in 6-12 months in 1-2 years in 2-3 years no projectsplanned
When are you planning your next significantcontent integration or migration project
27
23
44
5
direct cost savings fromdecommissioning a
legacy system
potential specificbusiness benefits tied
to a particular process
overall businessbenefits tied to
improved collaborationand access toinformation
Other (please specify)
As organizations consider the reasons for a large scaleECM migrationintegration project which do you think
is typically MOST important in getting theproject approved
42
71
15
19
29
18
15
30
18
36
20
Corporate amp Executive level
IT and IT Services
Sales
Marketing
Finance
Human Resources
Customer Service amp Support
Privacy amp Security
Legal
Operations
Records amp Information Management
Which of the following departments (please pick three)do you think are most critical in influencing approval
of a content migrationintegration project
11
55
3
0
7
4
3
3
1
5
9
Corporate amp Executive level
IT and IT Services
Sales
Marketing
Finance
Human Resources
Customer Service amp Support
Privacy amp Security
Legal
Operations
Records amp Information Management
Which department in your organization typicallyholds the budget or a significant content
migrationintegration project
Content Integration
Content Migration
Content Collaboration
What are your spending plans for each of thefollowing over the next 3-6months
no spending no plansspend less continue current spending spend more
$101 $101
$130
Content Integration Content Migration Content Collaboration
What was your budget last year for eachof the following (in 000s)
5118 6 26
4717 11 26
4918 8 25
24
38
18
6
14
in 0-6 months in 6-12 months in 1-2 years in 2-3 years no projectsplanned
When are you planning your next significantcontent integration or migration project
27
23
44
5
direct cost savings fromdecommissioning a
legacy system
potential specificbusiness benefits tied
to a particular process
overall businessbenefits tied to
improved collaborationand access toinformation
Other (please specify)
As organizations consider the reasons for a large scaleECM migrationintegration project which do you think
is typically MOST important in getting theproject approved
42
71
15
19
29
18
15
30
18
36
20
Corporate amp Executive level
IT and IT Services
Sales
Marketing
Finance
Human Resources
Customer Service amp Support
Privacy amp Security
Legal
Operations
Records amp Information Management
Which of the following departments (please pick three)do you think are most critical in influencing approval
of a content migrationintegration project
11
55
3
0
7
4
3
3
1
5
9
Corporate amp Executive level
IT and IT Services
Sales
Marketing
Finance
Human Resources
Customer Service amp Support
Privacy amp Security
Legal
Operations
Records amp Information Management
Which department in your organization typicallyholds the budget or a significant content
migrationintegration project
Content Integration
Content Migration
Content Collaboration
What are your spending plans for each of thefollowing over the next 3-6months
no spending no plansspend less continue current spending spend more
$101 $101
$130
Content Integration Content Migration Content Collaboration
What was your budget last year for eachof the following (in 000s)
5118 6 26
4717 11 26
4918 8 25
24
38
18
6
14
in 0-6 months in 6-12 months in 1-2 years in 2-3 years no projectsplanned
When are you planning your next significantcontent integration or migration project
27
23
44
5
direct cost savings fromdecommissioning a
legacy system
potential specificbusiness benefits tied
to a particular process
overall businessbenefits tied to
improved collaborationand access toinformation
Other (please specify)
As organizations consider the reasons for a large scaleECM migrationintegration project which do you think
is typically MOST important in getting theproject approved
42
71
15
19
29
18
15
30
18
36
20
Corporate amp Executive level
IT and IT Services
Sales
Marketing
Finance
Human Resources
Customer Service amp Support
Privacy amp Security
Legal
Operations
Records amp Information Management
Which of the following departments (please pick three)do you think are most critical in influencing approval
of a content migrationintegration project
11
55
3
0
7
4
3
3
1
5
9
Corporate amp Executive level
IT and IT Services
Sales
Marketing
Finance
Human Resources
Customer Service amp Support
Privacy amp Security
Legal
Operations
Records amp Information Management
Which department in your organization typicallyholds the budget or a significant content
migrationintegration project
Content Integration
Content Migration
Content Collaboration
What are your spending plans for each of thefollowing over the next 3-6months
no spending no plansspend less continue current spending spend more
$101 $101
$130
Content Integration Content Migration Content Collaboration
What was your budget last year for eachof the following (in 000s)
5118 6 26
4717 11 26
4918 8 25
BUILDING AN EFFECTIVE STRATEGY FOR CONTENT INTEGRATION AND MIGRATION
copy AIIM 2019 wwwaiimorg 16pageAIIM Industry Watch
Given that the primary strategic benefit from a content migration or integration project is likely improved knowledge worker productivity (access to information at the right time place and form) and process agility (more seamless integration of content in context into business processes) it is likely that many organizations are leveraging some spending focused on content collaboration into their migration and integration initiatives since the adoption of more modern approaches to collaboration also requires information platform modernization Annual budgets for each are robust and typically in excess of $100000 ndash and nearly 30 of organizations plan to increase this spending in the next 3-6 months
24
38
18
6
14
in 0-6 months in 6-12 months in 1-2 years in 2-3 years no projectsplanned
When are you planning your next significantcontent integration or migration project
27
23
44
5
direct cost savings fromdecommissioning a
legacy system
potential specificbusiness benefits tied
to a particular process
overall businessbenefits tied to
improved collaborationand access toinformation
Other (please specify)
As organizations consider the reasons for a large scaleECM migrationintegration project which do you think
is typically MOST important in getting theproject approved
42
71
15
19
29
18
15
30
18
36
20
Corporate amp Executive level
IT and IT Services
Sales
Marketing
Finance
Human Resources
Customer Service amp Support
Privacy amp Security
Legal
Operations
Records amp Information Management
Which of the following departments (please pick three)do you think are most critical in influencing approval
of a content migrationintegration project
11
55
3
0
7
4
3
3
1
5
9
Corporate amp Executive level
IT and IT Services
Sales
Marketing
Finance
Human Resources
Customer Service amp Support
Privacy amp Security
Legal
Operations
Records amp Information Management
Which department in your organization typicallyholds the budget or a significant content
migrationintegration project
Content Integration
Content Migration
Content Collaboration
What are your spending plans for each of thefollowing over the next 3-6months
no spending no plansspend less continue current spending spend more
$101 $101
$130
Content Integration Content Migration Content Collaboration
What was your budget last year for eachof the following (in 000s)
5118 6 26
4717 11 26
4918 8 25
24
38
18
6
14
in 0-6 months in 6-12 months in 1-2 years in 2-3 years no projectsplanned
When are you planning your next significantcontent integration or migration project
27
23
44
5
direct cost savings fromdecommissioning a
legacy system
potential specificbusiness benefits tied
to a particular process
overall businessbenefits tied to
improved collaborationand access toinformation
Other (please specify)
As organizations consider the reasons for a large scaleECM migrationintegration project which do you think
is typically MOST important in getting theproject approved
42
71
15
19
29
18
15
30
18
36
20
Corporate amp Executive level
IT and IT Services
Sales
Marketing
Finance
Human Resources
Customer Service amp Support
Privacy amp Security
Legal
Operations
Records amp Information Management
Which of the following departments (please pick three)do you think are most critical in influencing approval
of a content migrationintegration project
11
55
3
0
7
4
3
3
1
5
9
Corporate amp Executive level
IT and IT Services
Sales
Marketing
Finance
Human Resources
Customer Service amp Support
Privacy amp Security
Legal
Operations
Records amp Information Management
Which department in your organization typicallyholds the budget or a significant content
migrationintegration project
Content Integration
Content Migration
Content Collaboration
What are your spending plans for each of thefollowing over the next 3-6months
no spending no plansspend less continue current spending spend more
$101 $101
$130
Content Integration Content Migration Content Collaboration
What was your budget last year for eachof the following (in 000s)
5118 6 26
4717 11 26
4918 8 25
24
38
18
6
14
in 0-6 months in 6-12 months in 1-2 years in 2-3 years no projectsplanned
When are you planning your next significantcontent integration or migration project
27
23
44
5
direct cost savings fromdecommissioning a
legacy system
potential specificbusiness benefits tied
to a particular process
overall businessbenefits tied to
improved collaborationand access toinformation
Other (please specify)
As organizations consider the reasons for a large scaleECM migrationintegration project which do you think
is typically MOST important in getting theproject approved
42
71
15
19
29
18
15
30
18
36
20
Corporate amp Executive level
IT and IT Services
Sales
Marketing
Finance
Human Resources
Customer Service amp Support
Privacy amp Security
Legal
Operations
Records amp Information Management
Which of the following departments (please pick three)do you think are most critical in influencing approval
of a content migrationintegration project
11
55
3
0
7
4
3
3
1
5
9
Corporate amp Executive level
IT and IT Services
Sales
Marketing
Finance
Human Resources
Customer Service amp Support
Privacy amp Security
Legal
Operations
Records amp Information Management
Which department in your organization typicallyholds the budget or a significant content
migrationintegration project
Content Integration
Content Migration
Content Collaboration
What are your spending plans for each of thefollowing over the next 3-6months
no spending no plansspend less continue current spending spend more
$101 $101
$130
Content Integration Content Migration Content Collaboration
What was your budget last year for eachof the following (in 000s)
5118 6 26
4717 11 26
4918 8 25
BUILDING AN EFFECTIVE STRATEGY FOR CONTENT INTEGRATION AND MIGRATION
copy AIIM 2019 wwwaiimorg 17 page AIIM Industry Watch
Things You Need to Know AboutContent Integration and Migration
02
of organizations say migrating content and data from legacy content management systems into more modern systems is a problem
07
03 08
04 09
05
of organizations believe they must modernize their information management strategy in order to address rising levels of informationchaos
01
59
92
62
10
06
60
of organizations are planning asignificant content migration or integration initiative in the next12 months
of organizations struggle with integrating content management capabilities into core line-of-businesssystems
Nearly 40 of organizations have five or more major content management systems
40 They are seeking to move this content INTO 1) cloud-based content services platforms 2) on-premises ECM platforms and 3) cloud-based Office 365 and SharePoint repositories
User education needed - 44 of organizations say that ldquocontent integrationrdquo iswell-understood in their organization while 31disagree
44 31
For 44 the most important benefitsto a significant migration or integrationproject are organizational and strategic ndash improved collaboration and access to information ndash rather than mere cost savings
44
A key goal in any migration project is to avoid business disruption ndash 61 agree that ldquoavoiding a big bang migrationrdquo is an important priority61
Organizations have four primary sources of content that they want to move away from 1) departmental shared drives 2) organizational shared drives 3) individual shared drives and 4) on-premises SharePoint repositories
copy AIIM 2019 wwwaiimorg 18pageAIIM Industry Watch
Helix InternationalAward winning Enterprise Content Management (ECM) solutions company that offers individually tailored solutions to help Retire Migrate Integrate and Manage our customers ECM solutionsHelix International ensures critical data is protected stored and accessed lawfully with regard to the correct use access retention and deletion of data particularly with regard to the new GDPR in EuropeHelix International has successfully migrated 100s of ECM solutions
For further information please visit us at httpwwwhelix-intcom
DEVELOPED IN PARTNERSHIP WITH
AvePointAvePoint accelerates your digital transformation success Over 16000 companies and 6 million SharePoint and Office 365 users worldwide trust AvePoint software and services for their data migration management and protection needs in the cloud on-premises and hybrid environmentsA four-time Microsoft Partner of the Year AvePoint is a Microsoft Global ISV Partner and has been named to the Inc 500|5000 six times and the Deloitte Technology Fast 500trade five times Founded in 2001 AvePoint is privately held and headquartered in Jersey City NJ
Visit us at wwwavepointcom
copy AIIM 2019 wwwaiimorg 19 page AIIM Industry Watch
Systemware IncSystemware has been a pioneer in enterprise content management for nearly 40 years helping the worldrsquos largest and most highly regulated organizations capture content from a variety of business systems find it wherever it is stored and deliver it in the context needed for each business line Their content services platform Content Cloud allows organizations to transition from silos of enterprise content to a content services environment where they can simplify IT infrastructure reduce cost-to-serve and meet security and compliance requirements With Systemware Content Cloud organizations can break down information silos and transform their digital environmentsmdashimproving content access and use workflow efficiency and overall experience for users customers and partnersSystemware is committed to ensuring organizations meet information governance requirements in a manner that optimizes cost and complexity while providing a tailored experience for users Content Cloud helps organizations modernize their content management interoperate with a range of repositories and systems automate their processes personalize their experience and enable their content for business intelligence
For further information please visit us at httpswwwsystemwarecom
DEVELOPED IN PARTNERSHIP WITH
OpenTextOpenTexttrade Content Services help organizations Connect Content to their Digital BusinessOpenText Content Services include comprehensive capture content management and archiving solutions all available in the cloud on-premise or in flexible hybrid configurationsOpenText Content Services help organizations connect content to their digital business and transform to become Intelligent and Connected Enterprises by enhancing
The Digital Workplacebull Enabling the preferred productivity methods of a new generation
of knowledge workersbull Providing simple intuitive tools that drive creation sharing
and collaboration bull Delivering relevant content to users in context of daily tasks
The Digital Businessbull Extending into lead applications such as SAPreg Salesforcereg
and Microsoftregbull Applying metadata and governance rulesmdashautomatically
and consistentlybull Leveraging AI and machine learning for analytics and management
Governance and Securitybull Automating content lifecycle managementbull Implementing industry and government compliance protocolsbull Applying industry-leading security technology
OpenText Content Services Platforms are perennially recognized as Leaders by the most respected analyst firms
Learn more about OpenText Content Services athttpswwwopentextcomecm
More and more organizations face the need to migrate legacy content to a newer content suite either in the cloud or on-premise This may contain hundreds thousands or millions of files and documents with related metadata and business logic that need to be migrated Prove you have the skills to become the leader of your migration project with AIIMrsquos Certified Information Professional Designation
For further information click here
Require a Digital Leader to Help Drive Success
Content Migration Projects
LOOKING
FOR YOURNEXT STEP
CLICK HERE TO JOIN THE ONLINE DISCUSSION
Do you have a question about this research Would you like to discuss these findings with other members of AIIM
Here at AIIM we believe that information is your most important asset and we want to teach you the skills to manage it Wersquove felt this way since 1943 back when this community was foundedSure the technology has come a long way since then and the variety of information wersquore managing has changed a lot but one tenet has remained constant Wersquove always focused on the intersection of people processes and information We help organizations put information to workAIIM is a non-profit organization that provides independent research training and certification for information professionals
copy 2019AIIM8403 Colesville Road Suite 1100Silver Spring MD 20910 USA +1 301 587 8202 wwwaiimorg
AIIM EuropeOffice 1 Broomhall Business CentreWorcester WR5 2NT UK+44 (0)1905 727600wwwaiimorg
Whatrsquos NextThe CIP Can Help You and Your Organization Navigate the World of IIMNow is not the time to wait on your Digital Transformation initiative IIM practices and methodologies are critical to your success and AIIM can help Digital disruption calls for digital leaders with the skills and experience to optimize information assets and transform business Become that leader now through AIIMrsquos Certified Information Professional (CIP) programAIIM worked with industry experts and focus groups to define the body of knowledge necessary for information professionals to understand core IIM practice areas and methodologies built a certification and test based upon this body of knowledge that is available at locations around the world and created a set of training courses and materials to help information professionals prepare for the examination The path to CIP should be fairly simple for information practitioners who already have expertise and work experience AIIM has a number of resources that can help practitioners at all levels prepare to become a Certified Information Professionaln CIP Data Sheetn CIP Exam Outlinen CIP Study Guide (free to professional members
nonmember fee is $60 USD) n AIIM Training Coursesn Online CIP Prep Coursen In-Person CIP Prep Classesn Practice Exam
CIPs reflect a more integrated more holistic view of information management Changes in one process technology or practice invariably affect others in the organization CIPs are able to see the forest and the trees and understand and plan for these outcomes Because of this CIPs will identify and understand changes that could cause compliance issues thereby reducing liability Organizations that manage their information more effectively enjoy reduced costs faster time to market increased revenues and cash flow and increased business agility CIPs are uniquely positioned to help organizations achieve these benefits because they understand the interactions between different information intensive processes and activities
copy AIIM 2019 wwwaiimorg 8pageAIIM Industry Watch
A rising tide of information chaos and confusion imperils these desired Digital Transformation journeys The volume velocity and variety of information that most organizations need to manage store and protect now exceeds their ability to even marginally keep pace with big content challenges On average organizations expect the volume of information coming into their organizations to grow from X to 42X over the next two years3 And most importantly for those who care about content management and content services they expect over 60 of this information to be unstructured (like a contract or a conversation) or semi-structured (like an invoice or a form)4
This rising tide of information chaos and confusion is creating a demand for new information management practices that extend beyond traditional Enterprise Content Management 92 of organizations believe that they must modernize their information management strategy in order to meet this challenge5
3 AIIM 2018 Automating Governance and Compliance Overall N = 275 4 AIIM 2018 Enhancing Your RPA Implementation with Intelligent Information Overall N = 2265 AIIM 2018 Meeting the Challenge of Digital Transformation Overall N = 366
3940
20
2
Very important Important Somewhatimportant
Not importantat all
How important is DIGITAL TRANSFORMATIONto your organization
25
29
21
30
23
39
18
58
30
34
42
Production and inventory
Research and Development
Purchasing
Marketing
Sales
Customer service
Field services
IT processes
Human Resource Management
Accounting and Finance
Information Governance
Which processes are the focus of your Digital Transformationefforts (check as many as apply)
2
25
21
16
10
75
6
2
5
X 2X 3X 4X 5X 6X 7X 8X 9X 10X
Think about the huge amounts of data and information currentlycoming into your organization (call this current volume ldquoXrdquo)
What do you predict this volume will be in 2 years
8
18
23
19
11
9 9
1 2
90 80 70 60 50 40 30 20 10
Think about ALL of the information in your organization Whatwould be your best guess for the percentage of the total that
is unstructured INFORMATION
64
28
2
5
1
Completely agree
Somewhat agree
No opinion
Somewhat disagree
Completely disagree
Our information management strategy needs to bemodernized to meet modern problems
3940
20
2
Very important Important Somewhatimportant
Not importantat all
How important is DIGITAL TRANSFORMATIONto your organization
25
29
21
30
23
39
18
58
30
34
42
Production and inventory
Research and Development
Purchasing
Marketing
Sales
Customer service
Field services
IT processes
Human Resource Management
Accounting and Finance
Information Governance
Which processes are the focus of your Digital Transformationefforts (check as many as apply)
2
25
21
16
10
75
6
2
5
X 2X 3X 4X 5X 6X 7X 8X 9X 10X
Think about the huge amounts of data and information currentlycoming into your organization (call this current volume ldquoXrdquo)
What do you predict this volume will be in 2 years
8
18
23
19
11
9 9
1 2
90 80 70 60 50 40 30 20 10
Think about ALL of the information in your organization Whatwould be your best guess for the percentage of the total that
is unstructured INFORMATION
64
28
2
5
1
Completely agree
Somewhat agree
No opinion
Somewhat disagree
Completely disagree
Our information management strategy needs to bemodernized to meet modern problems
3940
20
2
Very important Important Somewhatimportant
Not importantat all
How important is DIGITAL TRANSFORMATIONto your organization
25
29
21
30
23
39
18
58
30
34
42
Production and inventory
Research and Development
Purchasing
Marketing
Sales
Customer service
Field services
IT processes
Human Resource Management
Accounting and Finance
Information Governance
Which processes are the focus of your Digital Transformationefforts (check as many as apply)
2
25
21
16
10
75
6
2
5
X 2X 3X 4X 5X 6X 7X 8X 9X 10X
Think about the huge amounts of data and information currentlycoming into your organization (call this current volume ldquoXrdquo)
What do you predict this volume will be in 2 years
8
18
23
19
11
9 9
1 2
90 80 70 60 50 40 30 20 10
Think about ALL of the information in your organization Whatwould be your best guess for the percentage of the total that
is unstructured INFORMATION
64
28
2
5
1
Completely agree
Somewhat agree
No opinion
Somewhat disagree
Completely disagree
Our information management strategy needs to bemodernized to meet modern problems
3940
20
2
Very important Important Somewhatimportant
Not importantat all
How important is DIGITAL TRANSFORMATIONto your organization
25
29
21
30
23
39
18
58
30
34
42
Production and inventory
Research and Development
Purchasing
Marketing
Sales
Customer service
Field services
IT processes
Human Resource Management
Accounting and Finance
Information Governance
Which processes are the focus of your Digital Transformationefforts (check as many as apply)
2
25
21
16
10
75
6
2
5
X 2X 3X 4X 5X 6X 7X 8X 9X 10X
Think about the huge amounts of data and information currentlycoming into your organization (call this current volume ldquoXrdquo)
What do you predict this volume will be in 2 years
8
18
23
19
11
9 9
1 2
90 80 70 60 50 40 30 20 10
Think about ALL of the information in your organization Whatwould be your best guess for the percentage of the total that
is unstructured INFORMATION
64
28
2
5
1
Completely agree
Somewhat agree
No opinion
Somewhat disagree
Completely disagree
Our information management strategy needs to bemodernized to meet modern problems
BUILDING AN EFFECTIVE STRATEGY FOR CONTENT INTEGRATION AND MIGRATION
copy AIIM 2019 wwwaiimorg 9 page AIIM Industry Watch
This means that organizations must embrace much more modular and flexible content services strategies and platforms However ripping out existing systems that perform mission critical functions in order to ldquomodernizerdquo is not something an organization operating at significant scale can approach cavalierly The challenge is somewhat akin to attempting to change the wiring in a house while the power is still onContent migration and integration technologies provide a bridge allowing organizations to manage this change Doing so allows them to continue to leverage the value of past technology systems and investments maintain business and process continuity and also simultaneously embark upon needed change and modernizationIn this eBook we consider these core questions
BUILDING AN EFFECTIVE STRATEGY FOR CONTENT INTEGRATION AND MIGRATION
1 What specific business problems are driving interest in content migration and integration
2 How well-understood are the solutions to solve core content integration and migration problems
3 How are end user organizations prioritizing their spending options in order to modernize their information toolkit
copy AIIM 2019 wwwaiimorg 10pageAIIM Industry Watch
1 ndash What specific business problems are driving interest in content migration and integration
Every organization ndash regardless of industry ndash is now a technology organization But rising information chaos is a very real and strategic threat to the ability of organizations to succeed or even survive An effective Content Services strategy is key to addressing these challengesWithin this context many core information management problems are still unsolved by end users6
But how are organizations approaching this modernization challenge What kinds of problems are they encountering along the wayHow do organizations with existing ndash and multiple ndash content implementations think through the modernization challengeThe good news for many organizations is that it is easier than ever to deploy content management systems This is also the bad news and there seems no end to the balkanization of content capabilities A decade ago organizations could speculate about the possibility of one content repository to meet all needs the reality is that this has always been ndash and will continue to be ndash a false hope Nearly 40 of organizations have five or more major content management systems
This is not likely to change moving forward Only 14 of organizations believe that they will have fewer content platforms to manage in two years and 48 percent believe the number of content platforms will actually grow over the next two years
Integrating content management capabilitiesinto core line-of-business applications
Migrating content and data from legacy contentmanagement systems into more modern systems
Converting unstructured information and contentinto data that can be understood by machines
Getting widespread user adoption ofour content management system(s)
Classifying and applying metadatato archived content
How significant a problem are each of thefollowing for your organization
A problemA significant problem No opinion Not a problem at all
3133
23
67
1-2 platforms 3-4 platforms 5-6 platforms 7-8 platforms more than 8platforms
Approximately how many content managementplatforms are currently in active use in
your organization
13
35
39
12
2
A lot more thannow
More thannow
About thesame
Less thannow
A lot lessthan now
How many content management platformsdo you think you will have in two years
Our efforts to modernize our informationinfrastructure are hampered by the mission-
critical functions performed by our legacysystems
Accessing content across different contentplatforms is a major challenge for our
knowledge workers
Agree or DisagreeNo opinionSomewhat agreeStrongly agree
Somewhat disagree Strongly disagree
Migrating information from on-premises repositories to cloud
repositories
Migrating content from oneECM platform to another
Getting rid of redundant trivialand obsolete information
How significant a problem is thisA significant problem A problem
4215 32
4219 27
4214 37
4613 32
4416 33
4424 10
3734 9
30
37
16
42
16
43
Integrating content management capabilitiesinto core line-of-business applications
Migrating content and data from legacy contentmanagement systems into more modern systems
Converting unstructured information and contentinto data that can be understood by machines
Getting widespread user adoption ofour content management system(s)
Classifying and applying metadatato archived content
How significant a problem are each of thefollowing for your organization
A problemA significant problem No opinion Not a problem at all
3133
23
67
1-2 platforms 3-4 platforms 5-6 platforms 7-8 platforms more than 8platforms
Approximately how many content managementplatforms are currently in active use in
your organization
13
35
39
12
2
A lot more thannow
More thannow
About thesame
Less thannow
A lot lessthan now
How many content management platformsdo you think you will have in two years
Our efforts to modernize our informationinfrastructure are hampered by the mission-
critical functions performed by our legacysystems
Accessing content across different contentplatforms is a major challenge for our
knowledge workers
Agree or DisagreeNo opinionSomewhat agreeStrongly agree
Somewhat disagree Strongly disagree
Migrating information from on-premises repositories to cloud
repositories
Migrating content from oneECM platform to another
Getting rid of redundant trivialand obsolete information
How significant a problem is thisA significant problem A problem
4215 32
4219 27
4214 37
4613 32
4416 33
4424 10
3734 9
30
37
16
42
16
43
Integrating content management capabilitiesinto core line-of-business applications
Migrating content and data from legacy contentmanagement systems into more modern systems
Converting unstructured information and contentinto data that can be understood by machines
Getting widespread user adoption ofour content management system(s)
Classifying and applying metadatato archived content
How significant a problem are each of thefollowing for your organization
A problemA significant problem No opinion Not a problem at all
3133
23
67
1-2 platforms 3-4 platforms 5-6 platforms 7-8 platforms more than 8platforms
Approximately how many content managementplatforms are currently in active use in
your organization
13
35
39
12
2
A lot more thannow
More thannow
About thesame
Less thannow
A lot lessthan now
How many content management platformsdo you think you will have in two years
Our efforts to modernize our informationinfrastructure are hampered by the mission-
critical functions performed by our legacysystems
Accessing content across different contentplatforms is a major challenge for our
knowledge workers
Agree or DisagreeNo opinionSomewhat agreeStrongly agree
Somewhat disagree Strongly disagree
Migrating information from on-premises repositories to cloud
repositories
Migrating content from oneECM platform to another
Getting rid of redundant trivialand obsolete information
How significant a problem is thisA significant problem A problem
4215 32
4219 27
4214 37
4613 32
4416 33
4424 10
3734 9
30
37
16
42
16
43
BUILDING AN EFFECTIVE STRATEGY FOR CONTENT INTEGRATION AND MIGRATION
6 AIIM 2019 State of the Industry ndash Content Services Overall N = 307
Additional reading from Systemware An Automated Approach To Fast Report Extraction Systemwarersquos customer care and problem-solving mindset help the accounting group of a Fortune 500 Grocer automate its payroll report extraction ndash reducing year-end processing by 97 from 112 hours to three hours
copy AIIM 2019 wwwaiimorg 11 page AIIM Industry Watch
The problem of seamless content accessibility and availability is not just a matter of the number of repositories It is also a problem because a significant volume of critical content is not lodged within a dedicated content system at all but actually stored within a line of business process platform that often lacks core content and records capabilities This is due to the historic difficulty of integrating content capabilities beyond the initial process in which an ECM system was deployed Content integration remains a challenge for most organizations While most organizations continue to increase the number of content systems they use a rising portion of critical business content (now 54) remains OUTSIDE those content management systems7
Over five years ago AIIM asked end-user organizations this question ldquoWhat proportion of your unstructured content and information (excluding emails) would you say is stored in enterprise systems (ERP HR Finance CRM Project Management LOB etc) INSTEAD OF in a Content ManagementDM system(s) ndash and is not accessible through your Content ManagementDM system(s)rdquo
2018 20130 28 27
10 54 68
20 76 83
30 101 122
40 101 86
50 108 116
60 127 98
70 146 131
80 123 101
90 136 169
Average 544 535
The desire for more modular content capabilities surfaceable in context within multiple business processes is at the core of the evolution of the content space from ECM to Content ServicesTwo out of three organizations say that their efforts to address these problems ndash the efforts to modernize ndash are hampered by their reliance on the mission critical functions performed by their legacy systems This translates into suboptimal productivity for knowledge workers 71 of organizations say that accessing content across multiple platforms is a major challenge
This translates into a set of business problems that can only be addressed with a content migration strategy ndash moving information from one place to another ndash or a content integration strategy ndash establishing a platform to access and manage content no matter the repository or platform in which it is located As organizations consider these strategies a core driver is a familiar one in the content and records management space ndash how to responsibly dispose of information that is no longer needed for business legal or compliance purposes
Integrating content management capabilitiesinto core line-of-business applications
Migrating content and data from legacy contentmanagement systems into more modern systems
Converting unstructured information and contentinto data that can be understood by machines
Getting widespread user adoption ofour content management system(s)
Classifying and applying metadatato archived content
How significant a problem are each of thefollowing for your organization
A problemA significant problem No opinion Not a problem at all
3133
23
67
1-2 platforms 3-4 platforms 5-6 platforms 7-8 platforms more than 8platforms
Approximately how many content managementplatforms are currently in active use in
your organization
13
35
39
12
2
A lot more thannow
More thannow
About thesame
Less thannow
A lot lessthan now
How many content management platformsdo you think you will have in two years
Our efforts to modernize our informationinfrastructure are hampered by the mission-
critical functions performed by our legacysystems
Accessing content across different contentplatforms is a major challenge for our
knowledge workers
Agree or DisagreeNo opinionSomewhat agreeStrongly agree
Somewhat disagree Strongly disagree
Migrating information from on-premises repositories to cloud
repositories
Migrating content from oneECM platform to another
Getting rid of redundant trivialand obsolete information
How significant a problem is thisA significant problem A problem
4215 32
4219 27
4214 37
4613 32
4416 33
4424 10
3734 9
30
37
16
42
16
43
Integrating content management capabilitiesinto core line-of-business applications
Migrating content and data from legacy contentmanagement systems into more modern systems
Converting unstructured information and contentinto data that can be understood by machines
Getting widespread user adoption ofour content management system(s)
Classifying and applying metadatato archived content
How significant a problem are each of thefollowing for your organization
A problemA significant problem No opinion Not a problem at all
3133
23
67
1-2 platforms 3-4 platforms 5-6 platforms 7-8 platforms more than 8platforms
Approximately how many content managementplatforms are currently in active use in
your organization
13
35
39
12
2
A lot more thannow
More thannow
About thesame
Less thannow
A lot lessthan now
How many content management platformsdo you think you will have in two years
Our efforts to modernize our informationinfrastructure are hampered by the mission-
critical functions performed by our legacysystems
Accessing content across different contentplatforms is a major challenge for our
knowledge workers
Agree or DisagreeNo opinionSomewhat agreeStrongly agree
Somewhat disagree Strongly disagree
Migrating information from on-premises repositories to cloud
repositories
Migrating content from oneECM platform to another
Getting rid of redundant trivialand obsolete information
How significant a problem is thisA significant problem A problem
4215 32
4219 27
4214 37
4613 32
4416 33
4424 10
3734 9
30
37
16
42
16
43
BUILDING AN EFFECTIVE STRATEGY FOR CONTENT INTEGRATION AND MIGRATION
7 AIIM 2018 Meeting the Challenge of Digital Transformation Overall N = 366
copy AIIM 2019 wwwaiimorg 12pageAIIM Industry Watch
2 ndash How well-understood are the solutions to solve core content integration and migration problems
The rising volume of information and its potential value to customer experiences is changing what is needed from content management systems Organizations clearly understand that they have an information modernization problem but are struggling with solutions as the tide of information chaos rises
Content migration and content integration are not necessarily mutually exclusive ndash most organizations seeking to modernize employ some combination ndash but they are differentWhen thinking about a content migration project most organizations typically have both a ldquofromrdquo and a ldquotordquo in mind Organizations have four primary sources of content that they want to move away from 1) departmental shared drives 2) organizational shared drives 3) individual shared drives and 4) on-premises SharePoint repositories They are seeking to move this content INTO 1) cloud-based content services platforms 2) on-premises ECM platforms and 3) cloud-based Office 365 and SharePoint repositories
35
46
41
28
31
30
35
14
3
hard drives on individual computers
department shared drives
organization shared drives
On-premise ECM platforms
On-premise content services platforms
Cloud-based content services platforms
On-premise SharePoint repositories
Cloud-based SharePoint and Office365repositories
Other (please specify)
From WHERE are you tryingto migrate content
17
20
20
33
25
40
25
31
2
hard drives on individual computers
department shared drives
organization shared drives
On-premise ECM platforms
On-premise content services platforms
Cloud-based content services platforms
On-premise SharePoint repositories
Cloud-based SharePoint and Office365repositories
Other (please specify)
Where are you trying to migrate content TO
Leaders
Average
Laggards
Agree or Disagree The term content integrationis well-understood in our organization
No opinionSomewhat agreeStrongly agree Somewhat disagree Strongly disagree
14
18
27
16
8 79
Improvecustomer
responsiveness
Improveknowledge
workerproductivity
Improveorganizationalflexibility and
agility
Reducebusiness risk
Avoid changingcurrent recordsmanagementand retention
policies
Avoid changingtransactional
processesbased on a
specificrepository
To make aphased
migration overtime possible
What is the MOST important reason to considera content integration platform
-1
4
13
-12
0
-1
-1
Improve customer responsiveness
Improve knowledge worker productivity
Improve organizational flexibility and agility
Reduce business risk
Avoid changing current records managementand retention policies
Avoid changing transactional processes basedon a specific repository
To make a phased migration over time possible
Percentage point difference between leading vs laggingorganizations -- THE most important potential benefit
of a content integration initiative
8
41
31
10 11
Great mdashSunshine and rainbows
Pretty good mdashA walk in the park
Not so good mdashA root canal
Awful mdashOpen heart surgery
We havenrsquot done a significant content
migration or integration yet
The last time your organization conducted a significant contentmigration or integration project how would you
describe the experience
24 324 32
33 229 7
26 2128 7
35
46
41
28
31
30
35
14
3
hard drives on individual computers
department shared drives
organization shared drives
On-premise ECM platforms
On-premise content services platforms
Cloud-based content services platforms
On-premise SharePoint repositories
Cloud-based SharePoint and Office365repositories
Other (please specify)
From WHERE are you tryingto migrate content
17
20
20
33
25
40
25
31
2
hard drives on individual computers
department shared drives
organization shared drives
On-premise ECM platforms
On-premise content services platforms
Cloud-based content services platforms
On-premise SharePoint repositories
Cloud-based SharePoint and Office365repositories
Other (please specify)
Where are you trying to migrate content TO
Leaders
Average
Laggards
Agree or Disagree The term content integrationis well-understood in our organization
No opinionSomewhat agreeStrongly agree Somewhat disagree Strongly disagree
14
18
27
16
8 79
Improvecustomer
responsiveness
Improveknowledge
workerproductivity
Improveorganizationalflexibility and
agility
Reducebusiness risk
Avoid changingcurrent recordsmanagementand retention
policies
Avoid changingtransactional
processesbased on a
specificrepository
To make aphased
migration overtime possible
What is the MOST important reason to considera content integration platform
-1
4
13
-12
0
-1
-1
Improve customer responsiveness
Improve knowledge worker productivity
Improve organizational flexibility and agility
Reduce business risk
Avoid changing current records managementand retention policies
Avoid changing transactional processes basedon a specific repository
To make a phased migration over time possible
Percentage point difference between leading vs laggingorganizations -- THE most important potential benefit
of a content integration initiative
8
41
31
10 11
Great mdashSunshine and rainbows
Pretty good mdashA walk in the park
Not so good mdashA root canal
Awful mdashOpen heart surgery
We havenrsquot done a significant content
migration or integration yet
The last time your organization conducted a significant contentmigration or integration project how would you
describe the experience
24 324 32
33 229 7
26 2128 7
BUILDING AN EFFECTIVE STRATEGY FOR CONTENT INTEGRATION AND MIGRATION
copy AIIM 2019 wwwaiimorg 13 page AIIM Industry Watch
A key goal in any migration project is to avoid business disruption ndash 61 agree that ldquoavoiding a big bang migrationrdquo is an important priority 57 ldquodonrsquot make a distinction between data migration and content migrationrdquoContent integration seeks to avoid some of the disruptive challenges associated with migration by using a platform to access and manage content without moving it A challenge in undertaking a content integration project is that the term is still not well-understood by organizations 44 of organizations agree that ldquocontent integrationrdquo is well-understood in their organization while 31 disagreeWhile there are myriad reasons for undertaking a content integration project two useful questions to ask are 1) how widespread is understanding of the term ldquocontent integrationrdquo and 2) what do users see as the MOST important reason for undertaking such an initiativeThe term ldquocontent integrationrdquo is currently better understood by solution providers than it is by end users This is not unusual sell-side companies are often eager to hop on new marketing terms as a source of differentiation as are analyst companies looking to distinguish their consulting practicesThe data suggests that the very companies that would most benefit from a content rationalization and integration initiative ndash those with profit or service performance problems relative to their peers ndash have the lowest understanding of what the term means This suggests the need for ldquotop of funnelrdquo market education efforts ndash so users can put a name to the problem they are experiencing ndash before immediately moving into sell mode These lagging companies understand they have a problem (92 say accessing content across different content platforms is a problem 30 percentage points higher than the result for average or leading organizations) but they have not yet assigned a name to the solution set tied to this problem and are thus likely to encounter internal friction during acquisition
Conventional wisdom suggests that cost reduction is a primary reason for undertaking such an initiative along with mitigating information risk tied to eDiscovery The data suggests that most organizations view the value of a migration or integration project higher on the chain The most important reason cited for undertaking such an initiative is to improve organizational flexibility and agility (27) followed closely by improving knowledge worker productivity (18) This suggests that end-user organizations understand the problems created in their organizations by overflowing and incompatible information silos and recognize the need to do something about them
35
46
41
28
31
30
35
14
3
hard drives on individual computers
department shared drives
organization shared drives
On-premise ECM platforms
On-premise content services platforms
Cloud-based content services platforms
On-premise SharePoint repositories
Cloud-based SharePoint and Office365repositories
Other (please specify)
From WHERE are you tryingto migrate content
17
20
20
33
25
40
25
31
2
hard drives on individual computers
department shared drives
organization shared drives
On-premise ECM platforms
On-premise content services platforms
Cloud-based content services platforms
On-premise SharePoint repositories
Cloud-based SharePoint and Office365repositories
Other (please specify)
Where are you trying to migrate content TO
Leaders
Average
Laggards
Agree or Disagree The term content integrationis well-understood in our organization
No opinionSomewhat agreeStrongly agree Somewhat disagree Strongly disagree
14
18
27
16
8 79
Improvecustomer
responsiveness
Improveknowledge
workerproductivity
Improveorganizationalflexibility and
agility
Reducebusiness risk
Avoid changingcurrent recordsmanagementand retention
policies
Avoid changingtransactional
processesbased on a
specificrepository
To make aphased
migration overtime possible
What is the MOST important reason to considera content integration platform
-1
4
13
-12
0
-1
-1
Improve customer responsiveness
Improve knowledge worker productivity
Improve organizational flexibility and agility
Reduce business risk
Avoid changing current records managementand retention policies
Avoid changing transactional processes basedon a specific repository
To make a phased migration over time possible
Percentage point difference between leading vs laggingorganizations -- THE most important potential benefit
of a content integration initiative
8
41
31
10 11
Great mdashSunshine and rainbows
Pretty good mdashA walk in the park
Not so good mdashA root canal
Awful mdashOpen heart surgery
We havenrsquot done a significant content
migration or integration yet
The last time your organization conducted a significant contentmigration or integration project how would you
describe the experience
24 324 32
33 229 7
26 2128 7
35
46
41
28
31
30
35
14
3
hard drives on individual computers
department shared drives
organization shared drives
On-premise ECM platforms
On-premise content services platforms
Cloud-based content services platforms
On-premise SharePoint repositories
Cloud-based SharePoint and Office365repositories
Other (please specify)
From WHERE are you tryingto migrate content
17
20
20
33
25
40
25
31
2
hard drives on individual computers
department shared drives
organization shared drives
On-premise ECM platforms
On-premise content services platforms
Cloud-based content services platforms
On-premise SharePoint repositories
Cloud-based SharePoint and Office365repositories
Other (please specify)
Where are you trying to migrate content TO
Leaders
Average
Laggards
Agree or Disagree The term content integrationis well-understood in our organization
No opinionSomewhat agreeStrongly agree Somewhat disagree Strongly disagree
14
18
27
16
8 79
Improvecustomer
responsiveness
Improveknowledge
workerproductivity
Improveorganizationalflexibility and
agility
Reducebusiness risk
Avoid changingcurrent recordsmanagementand retention
policies
Avoid changingtransactional
processesbased on a
specificrepository
To make aphased
migration overtime possible
What is the MOST important reason to considera content integration platform
-1
4
13
-12
0
-1
-1
Improve customer responsiveness
Improve knowledge worker productivity
Improve organizational flexibility and agility
Reduce business risk
Avoid changing current records managementand retention policies
Avoid changing transactional processes basedon a specific repository
To make a phased migration over time possible
Percentage point difference between leading vs laggingorganizations -- THE most important potential benefit
of a content integration initiative
8
41
31
10 11
Great mdashSunshine and rainbows
Pretty good mdashA walk in the park
Not so good mdashA root canal
Awful mdashOpen heart surgery
We havenrsquot done a significant content
migration or integration yet
The last time your organization conducted a significant contentmigration or integration project how would you
describe the experience
24 324 32
33 229 7
26 2128 7
BUILDING AN EFFECTIVE STRATEGY FOR CONTENT INTEGRATION AND MIGRATION
Additional reading from Avepoint ldquoWe want to make it easy to use a compliant environmentrdquosaid Ryan ldquoOur plan is that if someone wants a SharePoint site or Group Cloud Governance can help them fill out a questionnaire to label everything for them and get approval so they can self-serve to improve productivityrdquo Link to this reportJenny Ryan Digital Information Analyst Airways New Zealand
copy AIIM 2019 wwwaiimorg 14pageAIIM Industry Watch
The differences between leading and lagging organizations are most striking when looking at these ldquomost importantrdquo reasons Leading organizations are forward looking when they think about content integration focused on how such an initiative can build business agility and improve the effectiveness of knowledge workers Lagging organizations are relatively more focused upon the risk avoidance part of the equation
Whether undertaking a content migration or content integration project it is important to understand that in the past these kinds of projects have had mixed success The technologies and solutions focused on content migration and integration have changed ndash and improved ndash significantly in the last few years moving away from the dreaded ldquobig bangrdquo approaches that often loom large in institutional memories AI and content services allow organizations to approach content infrastructure modernization with a different and less disruptive toolkit than has historically been the case However the legacy of 41 of organizations that would describe these projects as either a ldquoroot canalrdquo or ldquoopen heart surgeryrdquo persists
35
46
41
28
31
30
35
14
3
hard drives on individual computers
department shared drives
organization shared drives
On-premise ECM platforms
On-premise content services platforms
Cloud-based content services platforms
On-premise SharePoint repositories
Cloud-based SharePoint and Office365repositories
Other (please specify)
From WHERE are you tryingto migrate content
17
20
20
33
25
40
25
31
2
hard drives on individual computers
department shared drives
organization shared drives
On-premise ECM platforms
On-premise content services platforms
Cloud-based content services platforms
On-premise SharePoint repositories
Cloud-based SharePoint and Office365repositories
Other (please specify)
Where are you trying to migrate content TO
Leaders
Average
Laggards
Agree or Disagree The term content integrationis well-understood in our organization
No opinionSomewhat agreeStrongly agree Somewhat disagree Strongly disagree
14
18
27
16
8 79
Improvecustomer
responsiveness
Improveknowledge
workerproductivity
Improveorganizationalflexibility and
agility
Reducebusiness risk
Avoid changingcurrent recordsmanagementand retention
policies
Avoid changingtransactional
processesbased on a
specificrepository
To make aphased
migration overtime possible
What is the MOST important reason to considera content integration platform
-1
4
13
-12
0
-1
-1
Improve customer responsiveness
Improve knowledge worker productivity
Improve organizational flexibility and agility
Reduce business risk
Avoid changing current records managementand retention policies
Avoid changing transactional processes basedon a specific repository
To make a phased migration over time possible
Percentage point difference between leading vs laggingorganizations -- THE most important potential benefit
of a content integration initiative
8
41
31
10 11
Great mdashSunshine and rainbows
Pretty good mdashA walk in the park
Not so good mdashA root canal
Awful mdashOpen heart surgery
We havenrsquot done a significant content
migration or integration yet
The last time your organization conducted a significant contentmigration or integration project how would you
describe the experience
24 324 32
33 229 7
26 2128 7
35
46
41
28
31
30
35
14
3
hard drives on individual computers
department shared drives
organization shared drives
On-premise ECM platforms
On-premise content services platforms
Cloud-based content services platforms
On-premise SharePoint repositories
Cloud-based SharePoint and Office365repositories
Other (please specify)
From WHERE are you tryingto migrate content
17
20
20
33
25
40
25
31
2
hard drives on individual computers
department shared drives
organization shared drives
On-premise ECM platforms
On-premise content services platforms
Cloud-based content services platforms
On-premise SharePoint repositories
Cloud-based SharePoint and Office365repositories
Other (please specify)
Where are you trying to migrate content TO
Leaders
Average
Laggards
Agree or Disagree The term content integrationis well-understood in our organization
No opinionSomewhat agreeStrongly agree Somewhat disagree Strongly disagree
14
18
27
16
8 79
Improvecustomer
responsiveness
Improveknowledge
workerproductivity
Improveorganizationalflexibility and
agility
Reducebusiness risk
Avoid changingcurrent recordsmanagementand retention
policies
Avoid changingtransactional
processesbased on a
specificrepository
To make aphased
migration overtime possible
What is the MOST important reason to considera content integration platform
-1
4
13
-12
0
-1
-1
Improve customer responsiveness
Improve knowledge worker productivity
Improve organizational flexibility and agility
Reduce business risk
Avoid changing current records managementand retention policies
Avoid changing transactional processes basedon a specific repository
To make a phased migration over time possible
Percentage point difference between leading vs laggingorganizations -- THE most important potential benefit
of a content integration initiative
8
41
31
10 11
Great mdashSunshine and rainbows
Pretty good mdashA walk in the park
Not so good mdashA root canal
Awful mdashOpen heart surgery
We havenrsquot done a significant content
migration or integration yet
The last time your organization conducted a significant contentmigration or integration project how would you
describe the experience
24 324 32
33 229 7
26 2128 7
BUILDING AN EFFECTIVE STRATEGY FOR CONTENT INTEGRATION AND MIGRATION
copy AIIM 2019 wwwaiimorg 15 page AIIM Industry Watch
3 ndash How are end user organizations prioritizing their spending options in order to modernize their information toolkit
Content migration and content integration are clearly hot priorities for end-user organizations to 1) improve business and process agility and 2) improve knowledge worker productivity Over 60 of organizations say they are planning a significant content migration or integration initiative in the next 12 months
As mentioned earlier with regards to content integration it is important for those proposing these projects to take the high ground Certainly the direct savings that accrue from decommissioning a legacy system are important (27) as are the potential benefits within a particular business process (23) But the most important benefits to a significant migration or integration project are organizational ndash improved collaboration and access to information In short the benefits are directly tied to business agility and becoming a true digital business This is especially true as organizations shift their focus from improving specific point processes to transforming customer experiences and journeys across processes
The primary gatekeepers on these projects ndash those who should likely be on any buying andor implementation team ndash include 1) IT and IT services (likely most concerned about information security and systems integrity) 2) C-level executives (likely concerned about improving customer experiences and value) and 3) line-of-business operations executives (who can directly testify to the problems posed by siloed and inaccessible information) Actual budgets for these projects most likely reside with IT and IT Services
24
38
18
6
14
in 0-6 months in 6-12 months in 1-2 years in 2-3 years no projectsplanned
When are you planning your next significantcontent integration or migration project
27
23
44
5
direct cost savings fromdecommissioning a
legacy system
potential specificbusiness benefits tied
to a particular process
overall businessbenefits tied to
improved collaborationand access toinformation
Other (please specify)
As organizations consider the reasons for a large scaleECM migrationintegration project which do you think
is typically MOST important in getting theproject approved
42
71
15
19
29
18
15
30
18
36
20
Corporate amp Executive level
IT and IT Services
Sales
Marketing
Finance
Human Resources
Customer Service amp Support
Privacy amp Security
Legal
Operations
Records amp Information Management
Which of the following departments (please pick three)do you think are most critical in influencing approval
of a content migrationintegration project
11
55
3
0
7
4
3
3
1
5
9
Corporate amp Executive level
IT and IT Services
Sales
Marketing
Finance
Human Resources
Customer Service amp Support
Privacy amp Security
Legal
Operations
Records amp Information Management
Which department in your organization typicallyholds the budget or a significant content
migrationintegration project
Content Integration
Content Migration
Content Collaboration
What are your spending plans for each of thefollowing over the next 3-6months
no spending no plansspend less continue current spending spend more
$101 $101
$130
Content Integration Content Migration Content Collaboration
What was your budget last year for eachof the following (in 000s)
5118 6 26
4717 11 26
4918 8 25
24
38
18
6
14
in 0-6 months in 6-12 months in 1-2 years in 2-3 years no projectsplanned
When are you planning your next significantcontent integration or migration project
27
23
44
5
direct cost savings fromdecommissioning a
legacy system
potential specificbusiness benefits tied
to a particular process
overall businessbenefits tied to
improved collaborationand access toinformation
Other (please specify)
As organizations consider the reasons for a large scaleECM migrationintegration project which do you think
is typically MOST important in getting theproject approved
42
71
15
19
29
18
15
30
18
36
20
Corporate amp Executive level
IT and IT Services
Sales
Marketing
Finance
Human Resources
Customer Service amp Support
Privacy amp Security
Legal
Operations
Records amp Information Management
Which of the following departments (please pick three)do you think are most critical in influencing approval
of a content migrationintegration project
11
55
3
0
7
4
3
3
1
5
9
Corporate amp Executive level
IT and IT Services
Sales
Marketing
Finance
Human Resources
Customer Service amp Support
Privacy amp Security
Legal
Operations
Records amp Information Management
Which department in your organization typicallyholds the budget or a significant content
migrationintegration project
Content Integration
Content Migration
Content Collaboration
What are your spending plans for each of thefollowing over the next 3-6months
no spending no plansspend less continue current spending spend more
$101 $101
$130
Content Integration Content Migration Content Collaboration
What was your budget last year for eachof the following (in 000s)
5118 6 26
4717 11 26
4918 8 25
24
38
18
6
14
in 0-6 months in 6-12 months in 1-2 years in 2-3 years no projectsplanned
When are you planning your next significantcontent integration or migration project
27
23
44
5
direct cost savings fromdecommissioning a
legacy system
potential specificbusiness benefits tied
to a particular process
overall businessbenefits tied to
improved collaborationand access toinformation
Other (please specify)
As organizations consider the reasons for a large scaleECM migrationintegration project which do you think
is typically MOST important in getting theproject approved
42
71
15
19
29
18
15
30
18
36
20
Corporate amp Executive level
IT and IT Services
Sales
Marketing
Finance
Human Resources
Customer Service amp Support
Privacy amp Security
Legal
Operations
Records amp Information Management
Which of the following departments (please pick three)do you think are most critical in influencing approval
of a content migrationintegration project
11
55
3
0
7
4
3
3
1
5
9
Corporate amp Executive level
IT and IT Services
Sales
Marketing
Finance
Human Resources
Customer Service amp Support
Privacy amp Security
Legal
Operations
Records amp Information Management
Which department in your organization typicallyholds the budget or a significant content
migrationintegration project
Content Integration
Content Migration
Content Collaboration
What are your spending plans for each of thefollowing over the next 3-6months
no spending no plansspend less continue current spending spend more
$101 $101
$130
Content Integration Content Migration Content Collaboration
What was your budget last year for eachof the following (in 000s)
5118 6 26
4717 11 26
4918 8 25
BUILDING AN EFFECTIVE STRATEGY FOR CONTENT INTEGRATION AND MIGRATION
copy AIIM 2019 wwwaiimorg 16pageAIIM Industry Watch
Given that the primary strategic benefit from a content migration or integration project is likely improved knowledge worker productivity (access to information at the right time place and form) and process agility (more seamless integration of content in context into business processes) it is likely that many organizations are leveraging some spending focused on content collaboration into their migration and integration initiatives since the adoption of more modern approaches to collaboration also requires information platform modernization Annual budgets for each are robust and typically in excess of $100000 ndash and nearly 30 of organizations plan to increase this spending in the next 3-6 months
24
38
18
6
14
in 0-6 months in 6-12 months in 1-2 years in 2-3 years no projectsplanned
When are you planning your next significantcontent integration or migration project
27
23
44
5
direct cost savings fromdecommissioning a
legacy system
potential specificbusiness benefits tied
to a particular process
overall businessbenefits tied to
improved collaborationand access toinformation
Other (please specify)
As organizations consider the reasons for a large scaleECM migrationintegration project which do you think
is typically MOST important in getting theproject approved
42
71
15
19
29
18
15
30
18
36
20
Corporate amp Executive level
IT and IT Services
Sales
Marketing
Finance
Human Resources
Customer Service amp Support
Privacy amp Security
Legal
Operations
Records amp Information Management
Which of the following departments (please pick three)do you think are most critical in influencing approval
of a content migrationintegration project
11
55
3
0
7
4
3
3
1
5
9
Corporate amp Executive level
IT and IT Services
Sales
Marketing
Finance
Human Resources
Customer Service amp Support
Privacy amp Security
Legal
Operations
Records amp Information Management
Which department in your organization typicallyholds the budget or a significant content
migrationintegration project
Content Integration
Content Migration
Content Collaboration
What are your spending plans for each of thefollowing over the next 3-6months
no spending no plansspend less continue current spending spend more
$101 $101
$130
Content Integration Content Migration Content Collaboration
What was your budget last year for eachof the following (in 000s)
5118 6 26
4717 11 26
4918 8 25
24
38
18
6
14
in 0-6 months in 6-12 months in 1-2 years in 2-3 years no projectsplanned
When are you planning your next significantcontent integration or migration project
27
23
44
5
direct cost savings fromdecommissioning a
legacy system
potential specificbusiness benefits tied
to a particular process
overall businessbenefits tied to
improved collaborationand access toinformation
Other (please specify)
As organizations consider the reasons for a large scaleECM migrationintegration project which do you think
is typically MOST important in getting theproject approved
42
71
15
19
29
18
15
30
18
36
20
Corporate amp Executive level
IT and IT Services
Sales
Marketing
Finance
Human Resources
Customer Service amp Support
Privacy amp Security
Legal
Operations
Records amp Information Management
Which of the following departments (please pick three)do you think are most critical in influencing approval
of a content migrationintegration project
11
55
3
0
7
4
3
3
1
5
9
Corporate amp Executive level
IT and IT Services
Sales
Marketing
Finance
Human Resources
Customer Service amp Support
Privacy amp Security
Legal
Operations
Records amp Information Management
Which department in your organization typicallyholds the budget or a significant content
migrationintegration project
Content Integration
Content Migration
Content Collaboration
What are your spending plans for each of thefollowing over the next 3-6months
no spending no plansspend less continue current spending spend more
$101 $101
$130
Content Integration Content Migration Content Collaboration
What was your budget last year for eachof the following (in 000s)
5118 6 26
4717 11 26
4918 8 25
24
38
18
6
14
in 0-6 months in 6-12 months in 1-2 years in 2-3 years no projectsplanned
When are you planning your next significantcontent integration or migration project
27
23
44
5
direct cost savings fromdecommissioning a
legacy system
potential specificbusiness benefits tied
to a particular process
overall businessbenefits tied to
improved collaborationand access toinformation
Other (please specify)
As organizations consider the reasons for a large scaleECM migrationintegration project which do you think
is typically MOST important in getting theproject approved
42
71
15
19
29
18
15
30
18
36
20
Corporate amp Executive level
IT and IT Services
Sales
Marketing
Finance
Human Resources
Customer Service amp Support
Privacy amp Security
Legal
Operations
Records amp Information Management
Which of the following departments (please pick three)do you think are most critical in influencing approval
of a content migrationintegration project
11
55
3
0
7
4
3
3
1
5
9
Corporate amp Executive level
IT and IT Services
Sales
Marketing
Finance
Human Resources
Customer Service amp Support
Privacy amp Security
Legal
Operations
Records amp Information Management
Which department in your organization typicallyholds the budget or a significant content
migrationintegration project
Content Integration
Content Migration
Content Collaboration
What are your spending plans for each of thefollowing over the next 3-6months
no spending no plansspend less continue current spending spend more
$101 $101
$130
Content Integration Content Migration Content Collaboration
What was your budget last year for eachof the following (in 000s)
5118 6 26
4717 11 26
4918 8 25
BUILDING AN EFFECTIVE STRATEGY FOR CONTENT INTEGRATION AND MIGRATION
copy AIIM 2019 wwwaiimorg 17 page AIIM Industry Watch
Things You Need to Know AboutContent Integration and Migration
02
of organizations say migrating content and data from legacy content management systems into more modern systems is a problem
07
03 08
04 09
05
of organizations believe they must modernize their information management strategy in order to address rising levels of informationchaos
01
59
92
62
10
06
60
of organizations are planning asignificant content migration or integration initiative in the next12 months
of organizations struggle with integrating content management capabilities into core line-of-businesssystems
Nearly 40 of organizations have five or more major content management systems
40 They are seeking to move this content INTO 1) cloud-based content services platforms 2) on-premises ECM platforms and 3) cloud-based Office 365 and SharePoint repositories
User education needed - 44 of organizations say that ldquocontent integrationrdquo iswell-understood in their organization while 31disagree
44 31
For 44 the most important benefitsto a significant migration or integrationproject are organizational and strategic ndash improved collaboration and access to information ndash rather than mere cost savings
44
A key goal in any migration project is to avoid business disruption ndash 61 agree that ldquoavoiding a big bang migrationrdquo is an important priority61
Organizations have four primary sources of content that they want to move away from 1) departmental shared drives 2) organizational shared drives 3) individual shared drives and 4) on-premises SharePoint repositories
copy AIIM 2019 wwwaiimorg 18pageAIIM Industry Watch
Helix InternationalAward winning Enterprise Content Management (ECM) solutions company that offers individually tailored solutions to help Retire Migrate Integrate and Manage our customers ECM solutionsHelix International ensures critical data is protected stored and accessed lawfully with regard to the correct use access retention and deletion of data particularly with regard to the new GDPR in EuropeHelix International has successfully migrated 100s of ECM solutions
For further information please visit us at httpwwwhelix-intcom
DEVELOPED IN PARTNERSHIP WITH
AvePointAvePoint accelerates your digital transformation success Over 16000 companies and 6 million SharePoint and Office 365 users worldwide trust AvePoint software and services for their data migration management and protection needs in the cloud on-premises and hybrid environmentsA four-time Microsoft Partner of the Year AvePoint is a Microsoft Global ISV Partner and has been named to the Inc 500|5000 six times and the Deloitte Technology Fast 500trade five times Founded in 2001 AvePoint is privately held and headquartered in Jersey City NJ
Visit us at wwwavepointcom
copy AIIM 2019 wwwaiimorg 19 page AIIM Industry Watch
Systemware IncSystemware has been a pioneer in enterprise content management for nearly 40 years helping the worldrsquos largest and most highly regulated organizations capture content from a variety of business systems find it wherever it is stored and deliver it in the context needed for each business line Their content services platform Content Cloud allows organizations to transition from silos of enterprise content to a content services environment where they can simplify IT infrastructure reduce cost-to-serve and meet security and compliance requirements With Systemware Content Cloud organizations can break down information silos and transform their digital environmentsmdashimproving content access and use workflow efficiency and overall experience for users customers and partnersSystemware is committed to ensuring organizations meet information governance requirements in a manner that optimizes cost and complexity while providing a tailored experience for users Content Cloud helps organizations modernize their content management interoperate with a range of repositories and systems automate their processes personalize their experience and enable their content for business intelligence
For further information please visit us at httpswwwsystemwarecom
DEVELOPED IN PARTNERSHIP WITH
OpenTextOpenTexttrade Content Services help organizations Connect Content to their Digital BusinessOpenText Content Services include comprehensive capture content management and archiving solutions all available in the cloud on-premise or in flexible hybrid configurationsOpenText Content Services help organizations connect content to their digital business and transform to become Intelligent and Connected Enterprises by enhancing
The Digital Workplacebull Enabling the preferred productivity methods of a new generation
of knowledge workersbull Providing simple intuitive tools that drive creation sharing
and collaboration bull Delivering relevant content to users in context of daily tasks
The Digital Businessbull Extending into lead applications such as SAPreg Salesforcereg
and Microsoftregbull Applying metadata and governance rulesmdashautomatically
and consistentlybull Leveraging AI and machine learning for analytics and management
Governance and Securitybull Automating content lifecycle managementbull Implementing industry and government compliance protocolsbull Applying industry-leading security technology
OpenText Content Services Platforms are perennially recognized as Leaders by the most respected analyst firms
Learn more about OpenText Content Services athttpswwwopentextcomecm
More and more organizations face the need to migrate legacy content to a newer content suite either in the cloud or on-premise This may contain hundreds thousands or millions of files and documents with related metadata and business logic that need to be migrated Prove you have the skills to become the leader of your migration project with AIIMrsquos Certified Information Professional Designation
For further information click here
Require a Digital Leader to Help Drive Success
Content Migration Projects
LOOKING
FOR YOURNEXT STEP
CLICK HERE TO JOIN THE ONLINE DISCUSSION
Do you have a question about this research Would you like to discuss these findings with other members of AIIM
Here at AIIM we believe that information is your most important asset and we want to teach you the skills to manage it Wersquove felt this way since 1943 back when this community was foundedSure the technology has come a long way since then and the variety of information wersquore managing has changed a lot but one tenet has remained constant Wersquove always focused on the intersection of people processes and information We help organizations put information to workAIIM is a non-profit organization that provides independent research training and certification for information professionals
copy 2019AIIM8403 Colesville Road Suite 1100Silver Spring MD 20910 USA +1 301 587 8202 wwwaiimorg
AIIM EuropeOffice 1 Broomhall Business CentreWorcester WR5 2NT UK+44 (0)1905 727600wwwaiimorg
Whatrsquos NextThe CIP Can Help You and Your Organization Navigate the World of IIMNow is not the time to wait on your Digital Transformation initiative IIM practices and methodologies are critical to your success and AIIM can help Digital disruption calls for digital leaders with the skills and experience to optimize information assets and transform business Become that leader now through AIIMrsquos Certified Information Professional (CIP) programAIIM worked with industry experts and focus groups to define the body of knowledge necessary for information professionals to understand core IIM practice areas and methodologies built a certification and test based upon this body of knowledge that is available at locations around the world and created a set of training courses and materials to help information professionals prepare for the examination The path to CIP should be fairly simple for information practitioners who already have expertise and work experience AIIM has a number of resources that can help practitioners at all levels prepare to become a Certified Information Professionaln CIP Data Sheetn CIP Exam Outlinen CIP Study Guide (free to professional members
nonmember fee is $60 USD) n AIIM Training Coursesn Online CIP Prep Coursen In-Person CIP Prep Classesn Practice Exam
CIPs reflect a more integrated more holistic view of information management Changes in one process technology or practice invariably affect others in the organization CIPs are able to see the forest and the trees and understand and plan for these outcomes Because of this CIPs will identify and understand changes that could cause compliance issues thereby reducing liability Organizations that manage their information more effectively enjoy reduced costs faster time to market increased revenues and cash flow and increased business agility CIPs are uniquely positioned to help organizations achieve these benefits because they understand the interactions between different information intensive processes and activities
copy AIIM 2019 wwwaiimorg 9 page AIIM Industry Watch
This means that organizations must embrace much more modular and flexible content services strategies and platforms However ripping out existing systems that perform mission critical functions in order to ldquomodernizerdquo is not something an organization operating at significant scale can approach cavalierly The challenge is somewhat akin to attempting to change the wiring in a house while the power is still onContent migration and integration technologies provide a bridge allowing organizations to manage this change Doing so allows them to continue to leverage the value of past technology systems and investments maintain business and process continuity and also simultaneously embark upon needed change and modernizationIn this eBook we consider these core questions
BUILDING AN EFFECTIVE STRATEGY FOR CONTENT INTEGRATION AND MIGRATION
1 What specific business problems are driving interest in content migration and integration
2 How well-understood are the solutions to solve core content integration and migration problems
3 How are end user organizations prioritizing their spending options in order to modernize their information toolkit
copy AIIM 2019 wwwaiimorg 10pageAIIM Industry Watch
1 ndash What specific business problems are driving interest in content migration and integration
Every organization ndash regardless of industry ndash is now a technology organization But rising information chaos is a very real and strategic threat to the ability of organizations to succeed or even survive An effective Content Services strategy is key to addressing these challengesWithin this context many core information management problems are still unsolved by end users6
But how are organizations approaching this modernization challenge What kinds of problems are they encountering along the wayHow do organizations with existing ndash and multiple ndash content implementations think through the modernization challengeThe good news for many organizations is that it is easier than ever to deploy content management systems This is also the bad news and there seems no end to the balkanization of content capabilities A decade ago organizations could speculate about the possibility of one content repository to meet all needs the reality is that this has always been ndash and will continue to be ndash a false hope Nearly 40 of organizations have five or more major content management systems
This is not likely to change moving forward Only 14 of organizations believe that they will have fewer content platforms to manage in two years and 48 percent believe the number of content platforms will actually grow over the next two years
Integrating content management capabilitiesinto core line-of-business applications
Migrating content and data from legacy contentmanagement systems into more modern systems
Converting unstructured information and contentinto data that can be understood by machines
Getting widespread user adoption ofour content management system(s)
Classifying and applying metadatato archived content
How significant a problem are each of thefollowing for your organization
A problemA significant problem No opinion Not a problem at all
3133
23
67
1-2 platforms 3-4 platforms 5-6 platforms 7-8 platforms more than 8platforms
Approximately how many content managementplatforms are currently in active use in
your organization
13
35
39
12
2
A lot more thannow
More thannow
About thesame
Less thannow
A lot lessthan now
How many content management platformsdo you think you will have in two years
Our efforts to modernize our informationinfrastructure are hampered by the mission-
critical functions performed by our legacysystems
Accessing content across different contentplatforms is a major challenge for our
knowledge workers
Agree or DisagreeNo opinionSomewhat agreeStrongly agree
Somewhat disagree Strongly disagree
Migrating information from on-premises repositories to cloud
repositories
Migrating content from oneECM platform to another
Getting rid of redundant trivialand obsolete information
How significant a problem is thisA significant problem A problem
4215 32
4219 27
4214 37
4613 32
4416 33
4424 10
3734 9
30
37
16
42
16
43
Integrating content management capabilitiesinto core line-of-business applications
Migrating content and data from legacy contentmanagement systems into more modern systems
Converting unstructured information and contentinto data that can be understood by machines
Getting widespread user adoption ofour content management system(s)
Classifying and applying metadatato archived content
How significant a problem are each of thefollowing for your organization
A problemA significant problem No opinion Not a problem at all
3133
23
67
1-2 platforms 3-4 platforms 5-6 platforms 7-8 platforms more than 8platforms
Approximately how many content managementplatforms are currently in active use in
your organization
13
35
39
12
2
A lot more thannow
More thannow
About thesame
Less thannow
A lot lessthan now
How many content management platformsdo you think you will have in two years
Our efforts to modernize our informationinfrastructure are hampered by the mission-
critical functions performed by our legacysystems
Accessing content across different contentplatforms is a major challenge for our
knowledge workers
Agree or DisagreeNo opinionSomewhat agreeStrongly agree
Somewhat disagree Strongly disagree
Migrating information from on-premises repositories to cloud
repositories
Migrating content from oneECM platform to another
Getting rid of redundant trivialand obsolete information
How significant a problem is thisA significant problem A problem
4215 32
4219 27
4214 37
4613 32
4416 33
4424 10
3734 9
30
37
16
42
16
43
Integrating content management capabilitiesinto core line-of-business applications
Migrating content and data from legacy contentmanagement systems into more modern systems
Converting unstructured information and contentinto data that can be understood by machines
Getting widespread user adoption ofour content management system(s)
Classifying and applying metadatato archived content
How significant a problem are each of thefollowing for your organization
A problemA significant problem No opinion Not a problem at all
3133
23
67
1-2 platforms 3-4 platforms 5-6 platforms 7-8 platforms more than 8platforms
Approximately how many content managementplatforms are currently in active use in
your organization
13
35
39
12
2
A lot more thannow
More thannow
About thesame
Less thannow
A lot lessthan now
How many content management platformsdo you think you will have in two years
Our efforts to modernize our informationinfrastructure are hampered by the mission-
critical functions performed by our legacysystems
Accessing content across different contentplatforms is a major challenge for our
knowledge workers
Agree or DisagreeNo opinionSomewhat agreeStrongly agree
Somewhat disagree Strongly disagree
Migrating information from on-premises repositories to cloud
repositories
Migrating content from oneECM platform to another
Getting rid of redundant trivialand obsolete information
How significant a problem is thisA significant problem A problem
4215 32
4219 27
4214 37
4613 32
4416 33
4424 10
3734 9
30
37
16
42
16
43
BUILDING AN EFFECTIVE STRATEGY FOR CONTENT INTEGRATION AND MIGRATION
6 AIIM 2019 State of the Industry ndash Content Services Overall N = 307
Additional reading from Systemware An Automated Approach To Fast Report Extraction Systemwarersquos customer care and problem-solving mindset help the accounting group of a Fortune 500 Grocer automate its payroll report extraction ndash reducing year-end processing by 97 from 112 hours to three hours
copy AIIM 2019 wwwaiimorg 11 page AIIM Industry Watch
The problem of seamless content accessibility and availability is not just a matter of the number of repositories It is also a problem because a significant volume of critical content is not lodged within a dedicated content system at all but actually stored within a line of business process platform that often lacks core content and records capabilities This is due to the historic difficulty of integrating content capabilities beyond the initial process in which an ECM system was deployed Content integration remains a challenge for most organizations While most organizations continue to increase the number of content systems they use a rising portion of critical business content (now 54) remains OUTSIDE those content management systems7
Over five years ago AIIM asked end-user organizations this question ldquoWhat proportion of your unstructured content and information (excluding emails) would you say is stored in enterprise systems (ERP HR Finance CRM Project Management LOB etc) INSTEAD OF in a Content ManagementDM system(s) ndash and is not accessible through your Content ManagementDM system(s)rdquo
2018 20130 28 27
10 54 68
20 76 83
30 101 122
40 101 86
50 108 116
60 127 98
70 146 131
80 123 101
90 136 169
Average 544 535
The desire for more modular content capabilities surfaceable in context within multiple business processes is at the core of the evolution of the content space from ECM to Content ServicesTwo out of three organizations say that their efforts to address these problems ndash the efforts to modernize ndash are hampered by their reliance on the mission critical functions performed by their legacy systems This translates into suboptimal productivity for knowledge workers 71 of organizations say that accessing content across multiple platforms is a major challenge
This translates into a set of business problems that can only be addressed with a content migration strategy ndash moving information from one place to another ndash or a content integration strategy ndash establishing a platform to access and manage content no matter the repository or platform in which it is located As organizations consider these strategies a core driver is a familiar one in the content and records management space ndash how to responsibly dispose of information that is no longer needed for business legal or compliance purposes
Integrating content management capabilitiesinto core line-of-business applications
Migrating content and data from legacy contentmanagement systems into more modern systems
Converting unstructured information and contentinto data that can be understood by machines
Getting widespread user adoption ofour content management system(s)
Classifying and applying metadatato archived content
How significant a problem are each of thefollowing for your organization
A problemA significant problem No opinion Not a problem at all
3133
23
67
1-2 platforms 3-4 platforms 5-6 platforms 7-8 platforms more than 8platforms
Approximately how many content managementplatforms are currently in active use in
your organization
13
35
39
12
2
A lot more thannow
More thannow
About thesame
Less thannow
A lot lessthan now
How many content management platformsdo you think you will have in two years
Our efforts to modernize our informationinfrastructure are hampered by the mission-
critical functions performed by our legacysystems
Accessing content across different contentplatforms is a major challenge for our
knowledge workers
Agree or DisagreeNo opinionSomewhat agreeStrongly agree
Somewhat disagree Strongly disagree
Migrating information from on-premises repositories to cloud
repositories
Migrating content from oneECM platform to another
Getting rid of redundant trivialand obsolete information
How significant a problem is thisA significant problem A problem
4215 32
4219 27
4214 37
4613 32
4416 33
4424 10
3734 9
30
37
16
42
16
43
Integrating content management capabilitiesinto core line-of-business applications
Migrating content and data from legacy contentmanagement systems into more modern systems
Converting unstructured information and contentinto data that can be understood by machines
Getting widespread user adoption ofour content management system(s)
Classifying and applying metadatato archived content
How significant a problem are each of thefollowing for your organization
A problemA significant problem No opinion Not a problem at all
3133
23
67
1-2 platforms 3-4 platforms 5-6 platforms 7-8 platforms more than 8platforms
Approximately how many content managementplatforms are currently in active use in
your organization
13
35
39
12
2
A lot more thannow
More thannow
About thesame
Less thannow
A lot lessthan now
How many content management platformsdo you think you will have in two years
Our efforts to modernize our informationinfrastructure are hampered by the mission-
critical functions performed by our legacysystems
Accessing content across different contentplatforms is a major challenge for our
knowledge workers
Agree or DisagreeNo opinionSomewhat agreeStrongly agree
Somewhat disagree Strongly disagree
Migrating information from on-premises repositories to cloud
repositories
Migrating content from oneECM platform to another
Getting rid of redundant trivialand obsolete information
How significant a problem is thisA significant problem A problem
4215 32
4219 27
4214 37
4613 32
4416 33
4424 10
3734 9
30
37
16
42
16
43
BUILDING AN EFFECTIVE STRATEGY FOR CONTENT INTEGRATION AND MIGRATION
7 AIIM 2018 Meeting the Challenge of Digital Transformation Overall N = 366
copy AIIM 2019 wwwaiimorg 12pageAIIM Industry Watch
2 ndash How well-understood are the solutions to solve core content integration and migration problems
The rising volume of information and its potential value to customer experiences is changing what is needed from content management systems Organizations clearly understand that they have an information modernization problem but are struggling with solutions as the tide of information chaos rises
Content migration and content integration are not necessarily mutually exclusive ndash most organizations seeking to modernize employ some combination ndash but they are differentWhen thinking about a content migration project most organizations typically have both a ldquofromrdquo and a ldquotordquo in mind Organizations have four primary sources of content that they want to move away from 1) departmental shared drives 2) organizational shared drives 3) individual shared drives and 4) on-premises SharePoint repositories They are seeking to move this content INTO 1) cloud-based content services platforms 2) on-premises ECM platforms and 3) cloud-based Office 365 and SharePoint repositories
35
46
41
28
31
30
35
14
3
hard drives on individual computers
department shared drives
organization shared drives
On-premise ECM platforms
On-premise content services platforms
Cloud-based content services platforms
On-premise SharePoint repositories
Cloud-based SharePoint and Office365repositories
Other (please specify)
From WHERE are you tryingto migrate content
17
20
20
33
25
40
25
31
2
hard drives on individual computers
department shared drives
organization shared drives
On-premise ECM platforms
On-premise content services platforms
Cloud-based content services platforms
On-premise SharePoint repositories
Cloud-based SharePoint and Office365repositories
Other (please specify)
Where are you trying to migrate content TO
Leaders
Average
Laggards
Agree or Disagree The term content integrationis well-understood in our organization
No opinionSomewhat agreeStrongly agree Somewhat disagree Strongly disagree
14
18
27
16
8 79
Improvecustomer
responsiveness
Improveknowledge
workerproductivity
Improveorganizationalflexibility and
agility
Reducebusiness risk
Avoid changingcurrent recordsmanagementand retention
policies
Avoid changingtransactional
processesbased on a
specificrepository
To make aphased
migration overtime possible
What is the MOST important reason to considera content integration platform
-1
4
13
-12
0
-1
-1
Improve customer responsiveness
Improve knowledge worker productivity
Improve organizational flexibility and agility
Reduce business risk
Avoid changing current records managementand retention policies
Avoid changing transactional processes basedon a specific repository
To make a phased migration over time possible
Percentage point difference between leading vs laggingorganizations -- THE most important potential benefit
of a content integration initiative
8
41
31
10 11
Great mdashSunshine and rainbows
Pretty good mdashA walk in the park
Not so good mdashA root canal
Awful mdashOpen heart surgery
We havenrsquot done a significant content
migration or integration yet
The last time your organization conducted a significant contentmigration or integration project how would you
describe the experience
24 324 32
33 229 7
26 2128 7
35
46
41
28
31
30
35
14
3
hard drives on individual computers
department shared drives
organization shared drives
On-premise ECM platforms
On-premise content services platforms
Cloud-based content services platforms
On-premise SharePoint repositories
Cloud-based SharePoint and Office365repositories
Other (please specify)
From WHERE are you tryingto migrate content
17
20
20
33
25
40
25
31
2
hard drives on individual computers
department shared drives
organization shared drives
On-premise ECM platforms
On-premise content services platforms
Cloud-based content services platforms
On-premise SharePoint repositories
Cloud-based SharePoint and Office365repositories
Other (please specify)
Where are you trying to migrate content TO
Leaders
Average
Laggards
Agree or Disagree The term content integrationis well-understood in our organization
No opinionSomewhat agreeStrongly agree Somewhat disagree Strongly disagree
14
18
27
16
8 79
Improvecustomer
responsiveness
Improveknowledge
workerproductivity
Improveorganizationalflexibility and
agility
Reducebusiness risk
Avoid changingcurrent recordsmanagementand retention
policies
Avoid changingtransactional
processesbased on a
specificrepository
To make aphased
migration overtime possible
What is the MOST important reason to considera content integration platform
-1
4
13
-12
0
-1
-1
Improve customer responsiveness
Improve knowledge worker productivity
Improve organizational flexibility and agility
Reduce business risk
Avoid changing current records managementand retention policies
Avoid changing transactional processes basedon a specific repository
To make a phased migration over time possible
Percentage point difference between leading vs laggingorganizations -- THE most important potential benefit
of a content integration initiative
8
41
31
10 11
Great mdashSunshine and rainbows
Pretty good mdashA walk in the park
Not so good mdashA root canal
Awful mdashOpen heart surgery
We havenrsquot done a significant content
migration or integration yet
The last time your organization conducted a significant contentmigration or integration project how would you
describe the experience
24 324 32
33 229 7
26 2128 7
BUILDING AN EFFECTIVE STRATEGY FOR CONTENT INTEGRATION AND MIGRATION
copy AIIM 2019 wwwaiimorg 13 page AIIM Industry Watch
A key goal in any migration project is to avoid business disruption ndash 61 agree that ldquoavoiding a big bang migrationrdquo is an important priority 57 ldquodonrsquot make a distinction between data migration and content migrationrdquoContent integration seeks to avoid some of the disruptive challenges associated with migration by using a platform to access and manage content without moving it A challenge in undertaking a content integration project is that the term is still not well-understood by organizations 44 of organizations agree that ldquocontent integrationrdquo is well-understood in their organization while 31 disagreeWhile there are myriad reasons for undertaking a content integration project two useful questions to ask are 1) how widespread is understanding of the term ldquocontent integrationrdquo and 2) what do users see as the MOST important reason for undertaking such an initiativeThe term ldquocontent integrationrdquo is currently better understood by solution providers than it is by end users This is not unusual sell-side companies are often eager to hop on new marketing terms as a source of differentiation as are analyst companies looking to distinguish their consulting practicesThe data suggests that the very companies that would most benefit from a content rationalization and integration initiative ndash those with profit or service performance problems relative to their peers ndash have the lowest understanding of what the term means This suggests the need for ldquotop of funnelrdquo market education efforts ndash so users can put a name to the problem they are experiencing ndash before immediately moving into sell mode These lagging companies understand they have a problem (92 say accessing content across different content platforms is a problem 30 percentage points higher than the result for average or leading organizations) but they have not yet assigned a name to the solution set tied to this problem and are thus likely to encounter internal friction during acquisition
Conventional wisdom suggests that cost reduction is a primary reason for undertaking such an initiative along with mitigating information risk tied to eDiscovery The data suggests that most organizations view the value of a migration or integration project higher on the chain The most important reason cited for undertaking such an initiative is to improve organizational flexibility and agility (27) followed closely by improving knowledge worker productivity (18) This suggests that end-user organizations understand the problems created in their organizations by overflowing and incompatible information silos and recognize the need to do something about them
35
46
41
28
31
30
35
14
3
hard drives on individual computers
department shared drives
organization shared drives
On-premise ECM platforms
On-premise content services platforms
Cloud-based content services platforms
On-premise SharePoint repositories
Cloud-based SharePoint and Office365repositories
Other (please specify)
From WHERE are you tryingto migrate content
17
20
20
33
25
40
25
31
2
hard drives on individual computers
department shared drives
organization shared drives
On-premise ECM platforms
On-premise content services platforms
Cloud-based content services platforms
On-premise SharePoint repositories
Cloud-based SharePoint and Office365repositories
Other (please specify)
Where are you trying to migrate content TO
Leaders
Average
Laggards
Agree or Disagree The term content integrationis well-understood in our organization
No opinionSomewhat agreeStrongly agree Somewhat disagree Strongly disagree
14
18
27
16
8 79
Improvecustomer
responsiveness
Improveknowledge
workerproductivity
Improveorganizationalflexibility and
agility
Reducebusiness risk
Avoid changingcurrent recordsmanagementand retention
policies
Avoid changingtransactional
processesbased on a
specificrepository
To make aphased
migration overtime possible
What is the MOST important reason to considera content integration platform
-1
4
13
-12
0
-1
-1
Improve customer responsiveness
Improve knowledge worker productivity
Improve organizational flexibility and agility
Reduce business risk
Avoid changing current records managementand retention policies
Avoid changing transactional processes basedon a specific repository
To make a phased migration over time possible
Percentage point difference between leading vs laggingorganizations -- THE most important potential benefit
of a content integration initiative
8
41
31
10 11
Great mdashSunshine and rainbows
Pretty good mdashA walk in the park
Not so good mdashA root canal
Awful mdashOpen heart surgery
We havenrsquot done a significant content
migration or integration yet
The last time your organization conducted a significant contentmigration or integration project how would you
describe the experience
24 324 32
33 229 7
26 2128 7
35
46
41
28
31
30
35
14
3
hard drives on individual computers
department shared drives
organization shared drives
On-premise ECM platforms
On-premise content services platforms
Cloud-based content services platforms
On-premise SharePoint repositories
Cloud-based SharePoint and Office365repositories
Other (please specify)
From WHERE are you tryingto migrate content
17
20
20
33
25
40
25
31
2
hard drives on individual computers
department shared drives
organization shared drives
On-premise ECM platforms
On-premise content services platforms
Cloud-based content services platforms
On-premise SharePoint repositories
Cloud-based SharePoint and Office365repositories
Other (please specify)
Where are you trying to migrate content TO
Leaders
Average
Laggards
Agree or Disagree The term content integrationis well-understood in our organization
No opinionSomewhat agreeStrongly agree Somewhat disagree Strongly disagree
14
18
27
16
8 79
Improvecustomer
responsiveness
Improveknowledge
workerproductivity
Improveorganizationalflexibility and
agility
Reducebusiness risk
Avoid changingcurrent recordsmanagementand retention
policies
Avoid changingtransactional
processesbased on a
specificrepository
To make aphased
migration overtime possible
What is the MOST important reason to considera content integration platform
-1
4
13
-12
0
-1
-1
Improve customer responsiveness
Improve knowledge worker productivity
Improve organizational flexibility and agility
Reduce business risk
Avoid changing current records managementand retention policies
Avoid changing transactional processes basedon a specific repository
To make a phased migration over time possible
Percentage point difference between leading vs laggingorganizations -- THE most important potential benefit
of a content integration initiative
8
41
31
10 11
Great mdashSunshine and rainbows
Pretty good mdashA walk in the park
Not so good mdashA root canal
Awful mdashOpen heart surgery
We havenrsquot done a significant content
migration or integration yet
The last time your organization conducted a significant contentmigration or integration project how would you
describe the experience
24 324 32
33 229 7
26 2128 7
BUILDING AN EFFECTIVE STRATEGY FOR CONTENT INTEGRATION AND MIGRATION
Additional reading from Avepoint ldquoWe want to make it easy to use a compliant environmentrdquosaid Ryan ldquoOur plan is that if someone wants a SharePoint site or Group Cloud Governance can help them fill out a questionnaire to label everything for them and get approval so they can self-serve to improve productivityrdquo Link to this reportJenny Ryan Digital Information Analyst Airways New Zealand
copy AIIM 2019 wwwaiimorg 14pageAIIM Industry Watch
The differences between leading and lagging organizations are most striking when looking at these ldquomost importantrdquo reasons Leading organizations are forward looking when they think about content integration focused on how such an initiative can build business agility and improve the effectiveness of knowledge workers Lagging organizations are relatively more focused upon the risk avoidance part of the equation
Whether undertaking a content migration or content integration project it is important to understand that in the past these kinds of projects have had mixed success The technologies and solutions focused on content migration and integration have changed ndash and improved ndash significantly in the last few years moving away from the dreaded ldquobig bangrdquo approaches that often loom large in institutional memories AI and content services allow organizations to approach content infrastructure modernization with a different and less disruptive toolkit than has historically been the case However the legacy of 41 of organizations that would describe these projects as either a ldquoroot canalrdquo or ldquoopen heart surgeryrdquo persists
35
46
41
28
31
30
35
14
3
hard drives on individual computers
department shared drives
organization shared drives
On-premise ECM platforms
On-premise content services platforms
Cloud-based content services platforms
On-premise SharePoint repositories
Cloud-based SharePoint and Office365repositories
Other (please specify)
From WHERE are you tryingto migrate content
17
20
20
33
25
40
25
31
2
hard drives on individual computers
department shared drives
organization shared drives
On-premise ECM platforms
On-premise content services platforms
Cloud-based content services platforms
On-premise SharePoint repositories
Cloud-based SharePoint and Office365repositories
Other (please specify)
Where are you trying to migrate content TO
Leaders
Average
Laggards
Agree or Disagree The term content integrationis well-understood in our organization
No opinionSomewhat agreeStrongly agree Somewhat disagree Strongly disagree
14
18
27
16
8 79
Improvecustomer
responsiveness
Improveknowledge
workerproductivity
Improveorganizationalflexibility and
agility
Reducebusiness risk
Avoid changingcurrent recordsmanagementand retention
policies
Avoid changingtransactional
processesbased on a
specificrepository
To make aphased
migration overtime possible
What is the MOST important reason to considera content integration platform
-1
4
13
-12
0
-1
-1
Improve customer responsiveness
Improve knowledge worker productivity
Improve organizational flexibility and agility
Reduce business risk
Avoid changing current records managementand retention policies
Avoid changing transactional processes basedon a specific repository
To make a phased migration over time possible
Percentage point difference between leading vs laggingorganizations -- THE most important potential benefit
of a content integration initiative
8
41
31
10 11
Great mdashSunshine and rainbows
Pretty good mdashA walk in the park
Not so good mdashA root canal
Awful mdashOpen heart surgery
We havenrsquot done a significant content
migration or integration yet
The last time your organization conducted a significant contentmigration or integration project how would you
describe the experience
24 324 32
33 229 7
26 2128 7
35
46
41
28
31
30
35
14
3
hard drives on individual computers
department shared drives
organization shared drives
On-premise ECM platforms
On-premise content services platforms
Cloud-based content services platforms
On-premise SharePoint repositories
Cloud-based SharePoint and Office365repositories
Other (please specify)
From WHERE are you tryingto migrate content
17
20
20
33
25
40
25
31
2
hard drives on individual computers
department shared drives
organization shared drives
On-premise ECM platforms
On-premise content services platforms
Cloud-based content services platforms
On-premise SharePoint repositories
Cloud-based SharePoint and Office365repositories
Other (please specify)
Where are you trying to migrate content TO
Leaders
Average
Laggards
Agree or Disagree The term content integrationis well-understood in our organization
No opinionSomewhat agreeStrongly agree Somewhat disagree Strongly disagree
14
18
27
16
8 79
Improvecustomer
responsiveness
Improveknowledge
workerproductivity
Improveorganizationalflexibility and
agility
Reducebusiness risk
Avoid changingcurrent recordsmanagementand retention
policies
Avoid changingtransactional
processesbased on a
specificrepository
To make aphased
migration overtime possible
What is the MOST important reason to considera content integration platform
-1
4
13
-12
0
-1
-1
Improve customer responsiveness
Improve knowledge worker productivity
Improve organizational flexibility and agility
Reduce business risk
Avoid changing current records managementand retention policies
Avoid changing transactional processes basedon a specific repository
To make a phased migration over time possible
Percentage point difference between leading vs laggingorganizations -- THE most important potential benefit
of a content integration initiative
8
41
31
10 11
Great mdashSunshine and rainbows
Pretty good mdashA walk in the park
Not so good mdashA root canal
Awful mdashOpen heart surgery
We havenrsquot done a significant content
migration or integration yet
The last time your organization conducted a significant contentmigration or integration project how would you
describe the experience
24 324 32
33 229 7
26 2128 7
BUILDING AN EFFECTIVE STRATEGY FOR CONTENT INTEGRATION AND MIGRATION
copy AIIM 2019 wwwaiimorg 15 page AIIM Industry Watch
3 ndash How are end user organizations prioritizing their spending options in order to modernize their information toolkit
Content migration and content integration are clearly hot priorities for end-user organizations to 1) improve business and process agility and 2) improve knowledge worker productivity Over 60 of organizations say they are planning a significant content migration or integration initiative in the next 12 months
As mentioned earlier with regards to content integration it is important for those proposing these projects to take the high ground Certainly the direct savings that accrue from decommissioning a legacy system are important (27) as are the potential benefits within a particular business process (23) But the most important benefits to a significant migration or integration project are organizational ndash improved collaboration and access to information In short the benefits are directly tied to business agility and becoming a true digital business This is especially true as organizations shift their focus from improving specific point processes to transforming customer experiences and journeys across processes
The primary gatekeepers on these projects ndash those who should likely be on any buying andor implementation team ndash include 1) IT and IT services (likely most concerned about information security and systems integrity) 2) C-level executives (likely concerned about improving customer experiences and value) and 3) line-of-business operations executives (who can directly testify to the problems posed by siloed and inaccessible information) Actual budgets for these projects most likely reside with IT and IT Services
24
38
18
6
14
in 0-6 months in 6-12 months in 1-2 years in 2-3 years no projectsplanned
When are you planning your next significantcontent integration or migration project
27
23
44
5
direct cost savings fromdecommissioning a
legacy system
potential specificbusiness benefits tied
to a particular process
overall businessbenefits tied to
improved collaborationand access toinformation
Other (please specify)
As organizations consider the reasons for a large scaleECM migrationintegration project which do you think
is typically MOST important in getting theproject approved
42
71
15
19
29
18
15
30
18
36
20
Corporate amp Executive level
IT and IT Services
Sales
Marketing
Finance
Human Resources
Customer Service amp Support
Privacy amp Security
Legal
Operations
Records amp Information Management
Which of the following departments (please pick three)do you think are most critical in influencing approval
of a content migrationintegration project
11
55
3
0
7
4
3
3
1
5
9
Corporate amp Executive level
IT and IT Services
Sales
Marketing
Finance
Human Resources
Customer Service amp Support
Privacy amp Security
Legal
Operations
Records amp Information Management
Which department in your organization typicallyholds the budget or a significant content
migrationintegration project
Content Integration
Content Migration
Content Collaboration
What are your spending plans for each of thefollowing over the next 3-6months
no spending no plansspend less continue current spending spend more
$101 $101
$130
Content Integration Content Migration Content Collaboration
What was your budget last year for eachof the following (in 000s)
5118 6 26
4717 11 26
4918 8 25
24
38
18
6
14
in 0-6 months in 6-12 months in 1-2 years in 2-3 years no projectsplanned
When are you planning your next significantcontent integration or migration project
27
23
44
5
direct cost savings fromdecommissioning a
legacy system
potential specificbusiness benefits tied
to a particular process
overall businessbenefits tied to
improved collaborationand access toinformation
Other (please specify)
As organizations consider the reasons for a large scaleECM migrationintegration project which do you think
is typically MOST important in getting theproject approved
42
71
15
19
29
18
15
30
18
36
20
Corporate amp Executive level
IT and IT Services
Sales
Marketing
Finance
Human Resources
Customer Service amp Support
Privacy amp Security
Legal
Operations
Records amp Information Management
Which of the following departments (please pick three)do you think are most critical in influencing approval
of a content migrationintegration project
11
55
3
0
7
4
3
3
1
5
9
Corporate amp Executive level
IT and IT Services
Sales
Marketing
Finance
Human Resources
Customer Service amp Support
Privacy amp Security
Legal
Operations
Records amp Information Management
Which department in your organization typicallyholds the budget or a significant content
migrationintegration project
Content Integration
Content Migration
Content Collaboration
What are your spending plans for each of thefollowing over the next 3-6months
no spending no plansspend less continue current spending spend more
$101 $101
$130
Content Integration Content Migration Content Collaboration
What was your budget last year for eachof the following (in 000s)
5118 6 26
4717 11 26
4918 8 25
24
38
18
6
14
in 0-6 months in 6-12 months in 1-2 years in 2-3 years no projectsplanned
When are you planning your next significantcontent integration or migration project
27
23
44
5
direct cost savings fromdecommissioning a
legacy system
potential specificbusiness benefits tied
to a particular process
overall businessbenefits tied to
improved collaborationand access toinformation
Other (please specify)
As organizations consider the reasons for a large scaleECM migrationintegration project which do you think
is typically MOST important in getting theproject approved
42
71
15
19
29
18
15
30
18
36
20
Corporate amp Executive level
IT and IT Services
Sales
Marketing
Finance
Human Resources
Customer Service amp Support
Privacy amp Security
Legal
Operations
Records amp Information Management
Which of the following departments (please pick three)do you think are most critical in influencing approval
of a content migrationintegration project
11
55
3
0
7
4
3
3
1
5
9
Corporate amp Executive level
IT and IT Services
Sales
Marketing
Finance
Human Resources
Customer Service amp Support
Privacy amp Security
Legal
Operations
Records amp Information Management
Which department in your organization typicallyholds the budget or a significant content
migrationintegration project
Content Integration
Content Migration
Content Collaboration
What are your spending plans for each of thefollowing over the next 3-6months
no spending no plansspend less continue current spending spend more
$101 $101
$130
Content Integration Content Migration Content Collaboration
What was your budget last year for eachof the following (in 000s)
5118 6 26
4717 11 26
4918 8 25
BUILDING AN EFFECTIVE STRATEGY FOR CONTENT INTEGRATION AND MIGRATION
copy AIIM 2019 wwwaiimorg 16pageAIIM Industry Watch
Given that the primary strategic benefit from a content migration or integration project is likely improved knowledge worker productivity (access to information at the right time place and form) and process agility (more seamless integration of content in context into business processes) it is likely that many organizations are leveraging some spending focused on content collaboration into their migration and integration initiatives since the adoption of more modern approaches to collaboration also requires information platform modernization Annual budgets for each are robust and typically in excess of $100000 ndash and nearly 30 of organizations plan to increase this spending in the next 3-6 months
24
38
18
6
14
in 0-6 months in 6-12 months in 1-2 years in 2-3 years no projectsplanned
When are you planning your next significantcontent integration or migration project
27
23
44
5
direct cost savings fromdecommissioning a
legacy system
potential specificbusiness benefits tied
to a particular process
overall businessbenefits tied to
improved collaborationand access toinformation
Other (please specify)
As organizations consider the reasons for a large scaleECM migrationintegration project which do you think
is typically MOST important in getting theproject approved
42
71
15
19
29
18
15
30
18
36
20
Corporate amp Executive level
IT and IT Services
Sales
Marketing
Finance
Human Resources
Customer Service amp Support
Privacy amp Security
Legal
Operations
Records amp Information Management
Which of the following departments (please pick three)do you think are most critical in influencing approval
of a content migrationintegration project
11
55
3
0
7
4
3
3
1
5
9
Corporate amp Executive level
IT and IT Services
Sales
Marketing
Finance
Human Resources
Customer Service amp Support
Privacy amp Security
Legal
Operations
Records amp Information Management
Which department in your organization typicallyholds the budget or a significant content
migrationintegration project
Content Integration
Content Migration
Content Collaboration
What are your spending plans for each of thefollowing over the next 3-6months
no spending no plansspend less continue current spending spend more
$101 $101
$130
Content Integration Content Migration Content Collaboration
What was your budget last year for eachof the following (in 000s)
5118 6 26
4717 11 26
4918 8 25
24
38
18
6
14
in 0-6 months in 6-12 months in 1-2 years in 2-3 years no projectsplanned
When are you planning your next significantcontent integration or migration project
27
23
44
5
direct cost savings fromdecommissioning a
legacy system
potential specificbusiness benefits tied
to a particular process
overall businessbenefits tied to
improved collaborationand access toinformation
Other (please specify)
As organizations consider the reasons for a large scaleECM migrationintegration project which do you think
is typically MOST important in getting theproject approved
42
71
15
19
29
18
15
30
18
36
20
Corporate amp Executive level
IT and IT Services
Sales
Marketing
Finance
Human Resources
Customer Service amp Support
Privacy amp Security
Legal
Operations
Records amp Information Management
Which of the following departments (please pick three)do you think are most critical in influencing approval
of a content migrationintegration project
11
55
3
0
7
4
3
3
1
5
9
Corporate amp Executive level
IT and IT Services
Sales
Marketing
Finance
Human Resources
Customer Service amp Support
Privacy amp Security
Legal
Operations
Records amp Information Management
Which department in your organization typicallyholds the budget or a significant content
migrationintegration project
Content Integration
Content Migration
Content Collaboration
What are your spending plans for each of thefollowing over the next 3-6months
no spending no plansspend less continue current spending spend more
$101 $101
$130
Content Integration Content Migration Content Collaboration
What was your budget last year for eachof the following (in 000s)
5118 6 26
4717 11 26
4918 8 25
24
38
18
6
14
in 0-6 months in 6-12 months in 1-2 years in 2-3 years no projectsplanned
When are you planning your next significantcontent integration or migration project
27
23
44
5
direct cost savings fromdecommissioning a
legacy system
potential specificbusiness benefits tied
to a particular process
overall businessbenefits tied to
improved collaborationand access toinformation
Other (please specify)
As organizations consider the reasons for a large scaleECM migrationintegration project which do you think
is typically MOST important in getting theproject approved
42
71
15
19
29
18
15
30
18
36
20
Corporate amp Executive level
IT and IT Services
Sales
Marketing
Finance
Human Resources
Customer Service amp Support
Privacy amp Security
Legal
Operations
Records amp Information Management
Which of the following departments (please pick three)do you think are most critical in influencing approval
of a content migrationintegration project
11
55
3
0
7
4
3
3
1
5
9
Corporate amp Executive level
IT and IT Services
Sales
Marketing
Finance
Human Resources
Customer Service amp Support
Privacy amp Security
Legal
Operations
Records amp Information Management
Which department in your organization typicallyholds the budget or a significant content
migrationintegration project
Content Integration
Content Migration
Content Collaboration
What are your spending plans for each of thefollowing over the next 3-6months
no spending no plansspend less continue current spending spend more
$101 $101
$130
Content Integration Content Migration Content Collaboration
What was your budget last year for eachof the following (in 000s)
5118 6 26
4717 11 26
4918 8 25
BUILDING AN EFFECTIVE STRATEGY FOR CONTENT INTEGRATION AND MIGRATION
copy AIIM 2019 wwwaiimorg 17 page AIIM Industry Watch
Things You Need to Know AboutContent Integration and Migration
02
of organizations say migrating content and data from legacy content management systems into more modern systems is a problem
07
03 08
04 09
05
of organizations believe they must modernize their information management strategy in order to address rising levels of informationchaos
01
59
92
62
10
06
60
of organizations are planning asignificant content migration or integration initiative in the next12 months
of organizations struggle with integrating content management capabilities into core line-of-businesssystems
Nearly 40 of organizations have five or more major content management systems
40 They are seeking to move this content INTO 1) cloud-based content services platforms 2) on-premises ECM platforms and 3) cloud-based Office 365 and SharePoint repositories
User education needed - 44 of organizations say that ldquocontent integrationrdquo iswell-understood in their organization while 31disagree
44 31
For 44 the most important benefitsto a significant migration or integrationproject are organizational and strategic ndash improved collaboration and access to information ndash rather than mere cost savings
44
A key goal in any migration project is to avoid business disruption ndash 61 agree that ldquoavoiding a big bang migrationrdquo is an important priority61
Organizations have four primary sources of content that they want to move away from 1) departmental shared drives 2) organizational shared drives 3) individual shared drives and 4) on-premises SharePoint repositories
copy AIIM 2019 wwwaiimorg 18pageAIIM Industry Watch
Helix InternationalAward winning Enterprise Content Management (ECM) solutions company that offers individually tailored solutions to help Retire Migrate Integrate and Manage our customers ECM solutionsHelix International ensures critical data is protected stored and accessed lawfully with regard to the correct use access retention and deletion of data particularly with regard to the new GDPR in EuropeHelix International has successfully migrated 100s of ECM solutions
For further information please visit us at httpwwwhelix-intcom
DEVELOPED IN PARTNERSHIP WITH
AvePointAvePoint accelerates your digital transformation success Over 16000 companies and 6 million SharePoint and Office 365 users worldwide trust AvePoint software and services for their data migration management and protection needs in the cloud on-premises and hybrid environmentsA four-time Microsoft Partner of the Year AvePoint is a Microsoft Global ISV Partner and has been named to the Inc 500|5000 six times and the Deloitte Technology Fast 500trade five times Founded in 2001 AvePoint is privately held and headquartered in Jersey City NJ
Visit us at wwwavepointcom
copy AIIM 2019 wwwaiimorg 19 page AIIM Industry Watch
Systemware IncSystemware has been a pioneer in enterprise content management for nearly 40 years helping the worldrsquos largest and most highly regulated organizations capture content from a variety of business systems find it wherever it is stored and deliver it in the context needed for each business line Their content services platform Content Cloud allows organizations to transition from silos of enterprise content to a content services environment where they can simplify IT infrastructure reduce cost-to-serve and meet security and compliance requirements With Systemware Content Cloud organizations can break down information silos and transform their digital environmentsmdashimproving content access and use workflow efficiency and overall experience for users customers and partnersSystemware is committed to ensuring organizations meet information governance requirements in a manner that optimizes cost and complexity while providing a tailored experience for users Content Cloud helps organizations modernize their content management interoperate with a range of repositories and systems automate their processes personalize their experience and enable their content for business intelligence
For further information please visit us at httpswwwsystemwarecom
DEVELOPED IN PARTNERSHIP WITH
OpenTextOpenTexttrade Content Services help organizations Connect Content to their Digital BusinessOpenText Content Services include comprehensive capture content management and archiving solutions all available in the cloud on-premise or in flexible hybrid configurationsOpenText Content Services help organizations connect content to their digital business and transform to become Intelligent and Connected Enterprises by enhancing
The Digital Workplacebull Enabling the preferred productivity methods of a new generation
of knowledge workersbull Providing simple intuitive tools that drive creation sharing
and collaboration bull Delivering relevant content to users in context of daily tasks
The Digital Businessbull Extending into lead applications such as SAPreg Salesforcereg
and Microsoftregbull Applying metadata and governance rulesmdashautomatically
and consistentlybull Leveraging AI and machine learning for analytics and management
Governance and Securitybull Automating content lifecycle managementbull Implementing industry and government compliance protocolsbull Applying industry-leading security technology
OpenText Content Services Platforms are perennially recognized as Leaders by the most respected analyst firms
Learn more about OpenText Content Services athttpswwwopentextcomecm
More and more organizations face the need to migrate legacy content to a newer content suite either in the cloud or on-premise This may contain hundreds thousands or millions of files and documents with related metadata and business logic that need to be migrated Prove you have the skills to become the leader of your migration project with AIIMrsquos Certified Information Professional Designation
For further information click here
Require a Digital Leader to Help Drive Success
Content Migration Projects
LOOKING
FOR YOURNEXT STEP
CLICK HERE TO JOIN THE ONLINE DISCUSSION
Do you have a question about this research Would you like to discuss these findings with other members of AIIM
Here at AIIM we believe that information is your most important asset and we want to teach you the skills to manage it Wersquove felt this way since 1943 back when this community was foundedSure the technology has come a long way since then and the variety of information wersquore managing has changed a lot but one tenet has remained constant Wersquove always focused on the intersection of people processes and information We help organizations put information to workAIIM is a non-profit organization that provides independent research training and certification for information professionals
copy 2019AIIM8403 Colesville Road Suite 1100Silver Spring MD 20910 USA +1 301 587 8202 wwwaiimorg
AIIM EuropeOffice 1 Broomhall Business CentreWorcester WR5 2NT UK+44 (0)1905 727600wwwaiimorg
Whatrsquos NextThe CIP Can Help You and Your Organization Navigate the World of IIMNow is not the time to wait on your Digital Transformation initiative IIM practices and methodologies are critical to your success and AIIM can help Digital disruption calls for digital leaders with the skills and experience to optimize information assets and transform business Become that leader now through AIIMrsquos Certified Information Professional (CIP) programAIIM worked with industry experts and focus groups to define the body of knowledge necessary for information professionals to understand core IIM practice areas and methodologies built a certification and test based upon this body of knowledge that is available at locations around the world and created a set of training courses and materials to help information professionals prepare for the examination The path to CIP should be fairly simple for information practitioners who already have expertise and work experience AIIM has a number of resources that can help practitioners at all levels prepare to become a Certified Information Professionaln CIP Data Sheetn CIP Exam Outlinen CIP Study Guide (free to professional members
nonmember fee is $60 USD) n AIIM Training Coursesn Online CIP Prep Coursen In-Person CIP Prep Classesn Practice Exam
CIPs reflect a more integrated more holistic view of information management Changes in one process technology or practice invariably affect others in the organization CIPs are able to see the forest and the trees and understand and plan for these outcomes Because of this CIPs will identify and understand changes that could cause compliance issues thereby reducing liability Organizations that manage their information more effectively enjoy reduced costs faster time to market increased revenues and cash flow and increased business agility CIPs are uniquely positioned to help organizations achieve these benefits because they understand the interactions between different information intensive processes and activities
copy AIIM 2019 wwwaiimorg 10pageAIIM Industry Watch
1 ndash What specific business problems are driving interest in content migration and integration
Every organization ndash regardless of industry ndash is now a technology organization But rising information chaos is a very real and strategic threat to the ability of organizations to succeed or even survive An effective Content Services strategy is key to addressing these challengesWithin this context many core information management problems are still unsolved by end users6
But how are organizations approaching this modernization challenge What kinds of problems are they encountering along the wayHow do organizations with existing ndash and multiple ndash content implementations think through the modernization challengeThe good news for many organizations is that it is easier than ever to deploy content management systems This is also the bad news and there seems no end to the balkanization of content capabilities A decade ago organizations could speculate about the possibility of one content repository to meet all needs the reality is that this has always been ndash and will continue to be ndash a false hope Nearly 40 of organizations have five or more major content management systems
This is not likely to change moving forward Only 14 of organizations believe that they will have fewer content platforms to manage in two years and 48 percent believe the number of content platforms will actually grow over the next two years
Integrating content management capabilitiesinto core line-of-business applications
Migrating content and data from legacy contentmanagement systems into more modern systems
Converting unstructured information and contentinto data that can be understood by machines
Getting widespread user adoption ofour content management system(s)
Classifying and applying metadatato archived content
How significant a problem are each of thefollowing for your organization
A problemA significant problem No opinion Not a problem at all
3133
23
67
1-2 platforms 3-4 platforms 5-6 platforms 7-8 platforms more than 8platforms
Approximately how many content managementplatforms are currently in active use in
your organization
13
35
39
12
2
A lot more thannow
More thannow
About thesame
Less thannow
A lot lessthan now
How many content management platformsdo you think you will have in two years
Our efforts to modernize our informationinfrastructure are hampered by the mission-
critical functions performed by our legacysystems
Accessing content across different contentplatforms is a major challenge for our
knowledge workers
Agree or DisagreeNo opinionSomewhat agreeStrongly agree
Somewhat disagree Strongly disagree
Migrating information from on-premises repositories to cloud
repositories
Migrating content from oneECM platform to another
Getting rid of redundant trivialand obsolete information
How significant a problem is thisA significant problem A problem
4215 32
4219 27
4214 37
4613 32
4416 33
4424 10
3734 9
30
37
16
42
16
43
Integrating content management capabilitiesinto core line-of-business applications
Migrating content and data from legacy contentmanagement systems into more modern systems
Converting unstructured information and contentinto data that can be understood by machines
Getting widespread user adoption ofour content management system(s)
Classifying and applying metadatato archived content
How significant a problem are each of thefollowing for your organization
A problemA significant problem No opinion Not a problem at all
3133
23
67
1-2 platforms 3-4 platforms 5-6 platforms 7-8 platforms more than 8platforms
Approximately how many content managementplatforms are currently in active use in
your organization
13
35
39
12
2
A lot more thannow
More thannow
About thesame
Less thannow
A lot lessthan now
How many content management platformsdo you think you will have in two years
Our efforts to modernize our informationinfrastructure are hampered by the mission-
critical functions performed by our legacysystems
Accessing content across different contentplatforms is a major challenge for our
knowledge workers
Agree or DisagreeNo opinionSomewhat agreeStrongly agree
Somewhat disagree Strongly disagree
Migrating information from on-premises repositories to cloud
repositories
Migrating content from oneECM platform to another
Getting rid of redundant trivialand obsolete information
How significant a problem is thisA significant problem A problem
4215 32
4219 27
4214 37
4613 32
4416 33
4424 10
3734 9
30
37
16
42
16
43
Integrating content management capabilitiesinto core line-of-business applications
Migrating content and data from legacy contentmanagement systems into more modern systems
Converting unstructured information and contentinto data that can be understood by machines
Getting widespread user adoption ofour content management system(s)
Classifying and applying metadatato archived content
How significant a problem are each of thefollowing for your organization
A problemA significant problem No opinion Not a problem at all
3133
23
67
1-2 platforms 3-4 platforms 5-6 platforms 7-8 platforms more than 8platforms
Approximately how many content managementplatforms are currently in active use in
your organization
13
35
39
12
2
A lot more thannow
More thannow
About thesame
Less thannow
A lot lessthan now
How many content management platformsdo you think you will have in two years
Our efforts to modernize our informationinfrastructure are hampered by the mission-
critical functions performed by our legacysystems
Accessing content across different contentplatforms is a major challenge for our
knowledge workers
Agree or DisagreeNo opinionSomewhat agreeStrongly agree
Somewhat disagree Strongly disagree
Migrating information from on-premises repositories to cloud
repositories
Migrating content from oneECM platform to another
Getting rid of redundant trivialand obsolete information
How significant a problem is thisA significant problem A problem
4215 32
4219 27
4214 37
4613 32
4416 33
4424 10
3734 9
30
37
16
42
16
43
BUILDING AN EFFECTIVE STRATEGY FOR CONTENT INTEGRATION AND MIGRATION
6 AIIM 2019 State of the Industry ndash Content Services Overall N = 307
Additional reading from Systemware An Automated Approach To Fast Report Extraction Systemwarersquos customer care and problem-solving mindset help the accounting group of a Fortune 500 Grocer automate its payroll report extraction ndash reducing year-end processing by 97 from 112 hours to three hours
copy AIIM 2019 wwwaiimorg 11 page AIIM Industry Watch
The problem of seamless content accessibility and availability is not just a matter of the number of repositories It is also a problem because a significant volume of critical content is not lodged within a dedicated content system at all but actually stored within a line of business process platform that often lacks core content and records capabilities This is due to the historic difficulty of integrating content capabilities beyond the initial process in which an ECM system was deployed Content integration remains a challenge for most organizations While most organizations continue to increase the number of content systems they use a rising portion of critical business content (now 54) remains OUTSIDE those content management systems7
Over five years ago AIIM asked end-user organizations this question ldquoWhat proportion of your unstructured content and information (excluding emails) would you say is stored in enterprise systems (ERP HR Finance CRM Project Management LOB etc) INSTEAD OF in a Content ManagementDM system(s) ndash and is not accessible through your Content ManagementDM system(s)rdquo
2018 20130 28 27
10 54 68
20 76 83
30 101 122
40 101 86
50 108 116
60 127 98
70 146 131
80 123 101
90 136 169
Average 544 535
The desire for more modular content capabilities surfaceable in context within multiple business processes is at the core of the evolution of the content space from ECM to Content ServicesTwo out of three organizations say that their efforts to address these problems ndash the efforts to modernize ndash are hampered by their reliance on the mission critical functions performed by their legacy systems This translates into suboptimal productivity for knowledge workers 71 of organizations say that accessing content across multiple platforms is a major challenge
This translates into a set of business problems that can only be addressed with a content migration strategy ndash moving information from one place to another ndash or a content integration strategy ndash establishing a platform to access and manage content no matter the repository or platform in which it is located As organizations consider these strategies a core driver is a familiar one in the content and records management space ndash how to responsibly dispose of information that is no longer needed for business legal or compliance purposes
Integrating content management capabilitiesinto core line-of-business applications
Migrating content and data from legacy contentmanagement systems into more modern systems
Converting unstructured information and contentinto data that can be understood by machines
Getting widespread user adoption ofour content management system(s)
Classifying and applying metadatato archived content
How significant a problem are each of thefollowing for your organization
A problemA significant problem No opinion Not a problem at all
3133
23
67
1-2 platforms 3-4 platforms 5-6 platforms 7-8 platforms more than 8platforms
Approximately how many content managementplatforms are currently in active use in
your organization
13
35
39
12
2
A lot more thannow
More thannow
About thesame
Less thannow
A lot lessthan now
How many content management platformsdo you think you will have in two years
Our efforts to modernize our informationinfrastructure are hampered by the mission-
critical functions performed by our legacysystems
Accessing content across different contentplatforms is a major challenge for our
knowledge workers
Agree or DisagreeNo opinionSomewhat agreeStrongly agree
Somewhat disagree Strongly disagree
Migrating information from on-premises repositories to cloud
repositories
Migrating content from oneECM platform to another
Getting rid of redundant trivialand obsolete information
How significant a problem is thisA significant problem A problem
4215 32
4219 27
4214 37
4613 32
4416 33
4424 10
3734 9
30
37
16
42
16
43
Integrating content management capabilitiesinto core line-of-business applications
Migrating content and data from legacy contentmanagement systems into more modern systems
Converting unstructured information and contentinto data that can be understood by machines
Getting widespread user adoption ofour content management system(s)
Classifying and applying metadatato archived content
How significant a problem are each of thefollowing for your organization
A problemA significant problem No opinion Not a problem at all
3133
23
67
1-2 platforms 3-4 platforms 5-6 platforms 7-8 platforms more than 8platforms
Approximately how many content managementplatforms are currently in active use in
your organization
13
35
39
12
2
A lot more thannow
More thannow
About thesame
Less thannow
A lot lessthan now
How many content management platformsdo you think you will have in two years
Our efforts to modernize our informationinfrastructure are hampered by the mission-
critical functions performed by our legacysystems
Accessing content across different contentplatforms is a major challenge for our
knowledge workers
Agree or DisagreeNo opinionSomewhat agreeStrongly agree
Somewhat disagree Strongly disagree
Migrating information from on-premises repositories to cloud
repositories
Migrating content from oneECM platform to another
Getting rid of redundant trivialand obsolete information
How significant a problem is thisA significant problem A problem
4215 32
4219 27
4214 37
4613 32
4416 33
4424 10
3734 9
30
37
16
42
16
43
BUILDING AN EFFECTIVE STRATEGY FOR CONTENT INTEGRATION AND MIGRATION
7 AIIM 2018 Meeting the Challenge of Digital Transformation Overall N = 366
copy AIIM 2019 wwwaiimorg 12pageAIIM Industry Watch
2 ndash How well-understood are the solutions to solve core content integration and migration problems
The rising volume of information and its potential value to customer experiences is changing what is needed from content management systems Organizations clearly understand that they have an information modernization problem but are struggling with solutions as the tide of information chaos rises
Content migration and content integration are not necessarily mutually exclusive ndash most organizations seeking to modernize employ some combination ndash but they are differentWhen thinking about a content migration project most organizations typically have both a ldquofromrdquo and a ldquotordquo in mind Organizations have four primary sources of content that they want to move away from 1) departmental shared drives 2) organizational shared drives 3) individual shared drives and 4) on-premises SharePoint repositories They are seeking to move this content INTO 1) cloud-based content services platforms 2) on-premises ECM platforms and 3) cloud-based Office 365 and SharePoint repositories
35
46
41
28
31
30
35
14
3
hard drives on individual computers
department shared drives
organization shared drives
On-premise ECM platforms
On-premise content services platforms
Cloud-based content services platforms
On-premise SharePoint repositories
Cloud-based SharePoint and Office365repositories
Other (please specify)
From WHERE are you tryingto migrate content
17
20
20
33
25
40
25
31
2
hard drives on individual computers
department shared drives
organization shared drives
On-premise ECM platforms
On-premise content services platforms
Cloud-based content services platforms
On-premise SharePoint repositories
Cloud-based SharePoint and Office365repositories
Other (please specify)
Where are you trying to migrate content TO
Leaders
Average
Laggards
Agree or Disagree The term content integrationis well-understood in our organization
No opinionSomewhat agreeStrongly agree Somewhat disagree Strongly disagree
14
18
27
16
8 79
Improvecustomer
responsiveness
Improveknowledge
workerproductivity
Improveorganizationalflexibility and
agility
Reducebusiness risk
Avoid changingcurrent recordsmanagementand retention
policies
Avoid changingtransactional
processesbased on a
specificrepository
To make aphased
migration overtime possible
What is the MOST important reason to considera content integration platform
-1
4
13
-12
0
-1
-1
Improve customer responsiveness
Improve knowledge worker productivity
Improve organizational flexibility and agility
Reduce business risk
Avoid changing current records managementand retention policies
Avoid changing transactional processes basedon a specific repository
To make a phased migration over time possible
Percentage point difference between leading vs laggingorganizations -- THE most important potential benefit
of a content integration initiative
8
41
31
10 11
Great mdashSunshine and rainbows
Pretty good mdashA walk in the park
Not so good mdashA root canal
Awful mdashOpen heart surgery
We havenrsquot done a significant content
migration or integration yet
The last time your organization conducted a significant contentmigration or integration project how would you
describe the experience
24 324 32
33 229 7
26 2128 7
35
46
41
28
31
30
35
14
3
hard drives on individual computers
department shared drives
organization shared drives
On-premise ECM platforms
On-premise content services platforms
Cloud-based content services platforms
On-premise SharePoint repositories
Cloud-based SharePoint and Office365repositories
Other (please specify)
From WHERE are you tryingto migrate content
17
20
20
33
25
40
25
31
2
hard drives on individual computers
department shared drives
organization shared drives
On-premise ECM platforms
On-premise content services platforms
Cloud-based content services platforms
On-premise SharePoint repositories
Cloud-based SharePoint and Office365repositories
Other (please specify)
Where are you trying to migrate content TO
Leaders
Average
Laggards
Agree or Disagree The term content integrationis well-understood in our organization
No opinionSomewhat agreeStrongly agree Somewhat disagree Strongly disagree
14
18
27
16
8 79
Improvecustomer
responsiveness
Improveknowledge
workerproductivity
Improveorganizationalflexibility and
agility
Reducebusiness risk
Avoid changingcurrent recordsmanagementand retention
policies
Avoid changingtransactional
processesbased on a
specificrepository
To make aphased
migration overtime possible
What is the MOST important reason to considera content integration platform
-1
4
13
-12
0
-1
-1
Improve customer responsiveness
Improve knowledge worker productivity
Improve organizational flexibility and agility
Reduce business risk
Avoid changing current records managementand retention policies
Avoid changing transactional processes basedon a specific repository
To make a phased migration over time possible
Percentage point difference between leading vs laggingorganizations -- THE most important potential benefit
of a content integration initiative
8
41
31
10 11
Great mdashSunshine and rainbows
Pretty good mdashA walk in the park
Not so good mdashA root canal
Awful mdashOpen heart surgery
We havenrsquot done a significant content
migration or integration yet
The last time your organization conducted a significant contentmigration or integration project how would you
describe the experience
24 324 32
33 229 7
26 2128 7
BUILDING AN EFFECTIVE STRATEGY FOR CONTENT INTEGRATION AND MIGRATION
copy AIIM 2019 wwwaiimorg 13 page AIIM Industry Watch
A key goal in any migration project is to avoid business disruption ndash 61 agree that ldquoavoiding a big bang migrationrdquo is an important priority 57 ldquodonrsquot make a distinction between data migration and content migrationrdquoContent integration seeks to avoid some of the disruptive challenges associated with migration by using a platform to access and manage content without moving it A challenge in undertaking a content integration project is that the term is still not well-understood by organizations 44 of organizations agree that ldquocontent integrationrdquo is well-understood in their organization while 31 disagreeWhile there are myriad reasons for undertaking a content integration project two useful questions to ask are 1) how widespread is understanding of the term ldquocontent integrationrdquo and 2) what do users see as the MOST important reason for undertaking such an initiativeThe term ldquocontent integrationrdquo is currently better understood by solution providers than it is by end users This is not unusual sell-side companies are often eager to hop on new marketing terms as a source of differentiation as are analyst companies looking to distinguish their consulting practicesThe data suggests that the very companies that would most benefit from a content rationalization and integration initiative ndash those with profit or service performance problems relative to their peers ndash have the lowest understanding of what the term means This suggests the need for ldquotop of funnelrdquo market education efforts ndash so users can put a name to the problem they are experiencing ndash before immediately moving into sell mode These lagging companies understand they have a problem (92 say accessing content across different content platforms is a problem 30 percentage points higher than the result for average or leading organizations) but they have not yet assigned a name to the solution set tied to this problem and are thus likely to encounter internal friction during acquisition
Conventional wisdom suggests that cost reduction is a primary reason for undertaking such an initiative along with mitigating information risk tied to eDiscovery The data suggests that most organizations view the value of a migration or integration project higher on the chain The most important reason cited for undertaking such an initiative is to improve organizational flexibility and agility (27) followed closely by improving knowledge worker productivity (18) This suggests that end-user organizations understand the problems created in their organizations by overflowing and incompatible information silos and recognize the need to do something about them
35
46
41
28
31
30
35
14
3
hard drives on individual computers
department shared drives
organization shared drives
On-premise ECM platforms
On-premise content services platforms
Cloud-based content services platforms
On-premise SharePoint repositories
Cloud-based SharePoint and Office365repositories
Other (please specify)
From WHERE are you tryingto migrate content
17
20
20
33
25
40
25
31
2
hard drives on individual computers
department shared drives
organization shared drives
On-premise ECM platforms
On-premise content services platforms
Cloud-based content services platforms
On-premise SharePoint repositories
Cloud-based SharePoint and Office365repositories
Other (please specify)
Where are you trying to migrate content TO
Leaders
Average
Laggards
Agree or Disagree The term content integrationis well-understood in our organization
No opinionSomewhat agreeStrongly agree Somewhat disagree Strongly disagree
14
18
27
16
8 79
Improvecustomer
responsiveness
Improveknowledge
workerproductivity
Improveorganizationalflexibility and
agility
Reducebusiness risk
Avoid changingcurrent recordsmanagementand retention
policies
Avoid changingtransactional
processesbased on a
specificrepository
To make aphased
migration overtime possible
What is the MOST important reason to considera content integration platform
-1
4
13
-12
0
-1
-1
Improve customer responsiveness
Improve knowledge worker productivity
Improve organizational flexibility and agility
Reduce business risk
Avoid changing current records managementand retention policies
Avoid changing transactional processes basedon a specific repository
To make a phased migration over time possible
Percentage point difference between leading vs laggingorganizations -- THE most important potential benefit
of a content integration initiative
8
41
31
10 11
Great mdashSunshine and rainbows
Pretty good mdashA walk in the park
Not so good mdashA root canal
Awful mdashOpen heart surgery
We havenrsquot done a significant content
migration or integration yet
The last time your organization conducted a significant contentmigration or integration project how would you
describe the experience
24 324 32
33 229 7
26 2128 7
35
46
41
28
31
30
35
14
3
hard drives on individual computers
department shared drives
organization shared drives
On-premise ECM platforms
On-premise content services platforms
Cloud-based content services platforms
On-premise SharePoint repositories
Cloud-based SharePoint and Office365repositories
Other (please specify)
From WHERE are you tryingto migrate content
17
20
20
33
25
40
25
31
2
hard drives on individual computers
department shared drives
organization shared drives
On-premise ECM platforms
On-premise content services platforms
Cloud-based content services platforms
On-premise SharePoint repositories
Cloud-based SharePoint and Office365repositories
Other (please specify)
Where are you trying to migrate content TO
Leaders
Average
Laggards
Agree or Disagree The term content integrationis well-understood in our organization
No opinionSomewhat agreeStrongly agree Somewhat disagree Strongly disagree
14
18
27
16
8 79
Improvecustomer
responsiveness
Improveknowledge
workerproductivity
Improveorganizationalflexibility and
agility
Reducebusiness risk
Avoid changingcurrent recordsmanagementand retention
policies
Avoid changingtransactional
processesbased on a
specificrepository
To make aphased
migration overtime possible
What is the MOST important reason to considera content integration platform
-1
4
13
-12
0
-1
-1
Improve customer responsiveness
Improve knowledge worker productivity
Improve organizational flexibility and agility
Reduce business risk
Avoid changing current records managementand retention policies
Avoid changing transactional processes basedon a specific repository
To make a phased migration over time possible
Percentage point difference between leading vs laggingorganizations -- THE most important potential benefit
of a content integration initiative
8
41
31
10 11
Great mdashSunshine and rainbows
Pretty good mdashA walk in the park
Not so good mdashA root canal
Awful mdashOpen heart surgery
We havenrsquot done a significant content
migration or integration yet
The last time your organization conducted a significant contentmigration or integration project how would you
describe the experience
24 324 32
33 229 7
26 2128 7
BUILDING AN EFFECTIVE STRATEGY FOR CONTENT INTEGRATION AND MIGRATION
Additional reading from Avepoint ldquoWe want to make it easy to use a compliant environmentrdquosaid Ryan ldquoOur plan is that if someone wants a SharePoint site or Group Cloud Governance can help them fill out a questionnaire to label everything for them and get approval so they can self-serve to improve productivityrdquo Link to this reportJenny Ryan Digital Information Analyst Airways New Zealand
copy AIIM 2019 wwwaiimorg 14pageAIIM Industry Watch
The differences between leading and lagging organizations are most striking when looking at these ldquomost importantrdquo reasons Leading organizations are forward looking when they think about content integration focused on how such an initiative can build business agility and improve the effectiveness of knowledge workers Lagging organizations are relatively more focused upon the risk avoidance part of the equation
Whether undertaking a content migration or content integration project it is important to understand that in the past these kinds of projects have had mixed success The technologies and solutions focused on content migration and integration have changed ndash and improved ndash significantly in the last few years moving away from the dreaded ldquobig bangrdquo approaches that often loom large in institutional memories AI and content services allow organizations to approach content infrastructure modernization with a different and less disruptive toolkit than has historically been the case However the legacy of 41 of organizations that would describe these projects as either a ldquoroot canalrdquo or ldquoopen heart surgeryrdquo persists
35
46
41
28
31
30
35
14
3
hard drives on individual computers
department shared drives
organization shared drives
On-premise ECM platforms
On-premise content services platforms
Cloud-based content services platforms
On-premise SharePoint repositories
Cloud-based SharePoint and Office365repositories
Other (please specify)
From WHERE are you tryingto migrate content
17
20
20
33
25
40
25
31
2
hard drives on individual computers
department shared drives
organization shared drives
On-premise ECM platforms
On-premise content services platforms
Cloud-based content services platforms
On-premise SharePoint repositories
Cloud-based SharePoint and Office365repositories
Other (please specify)
Where are you trying to migrate content TO
Leaders
Average
Laggards
Agree or Disagree The term content integrationis well-understood in our organization
No opinionSomewhat agreeStrongly agree Somewhat disagree Strongly disagree
14
18
27
16
8 79
Improvecustomer
responsiveness
Improveknowledge
workerproductivity
Improveorganizationalflexibility and
agility
Reducebusiness risk
Avoid changingcurrent recordsmanagementand retention
policies
Avoid changingtransactional
processesbased on a
specificrepository
To make aphased
migration overtime possible
What is the MOST important reason to considera content integration platform
-1
4
13
-12
0
-1
-1
Improve customer responsiveness
Improve knowledge worker productivity
Improve organizational flexibility and agility
Reduce business risk
Avoid changing current records managementand retention policies
Avoid changing transactional processes basedon a specific repository
To make a phased migration over time possible
Percentage point difference between leading vs laggingorganizations -- THE most important potential benefit
of a content integration initiative
8
41
31
10 11
Great mdashSunshine and rainbows
Pretty good mdashA walk in the park
Not so good mdashA root canal
Awful mdashOpen heart surgery
We havenrsquot done a significant content
migration or integration yet
The last time your organization conducted a significant contentmigration or integration project how would you
describe the experience
24 324 32
33 229 7
26 2128 7
35
46
41
28
31
30
35
14
3
hard drives on individual computers
department shared drives
organization shared drives
On-premise ECM platforms
On-premise content services platforms
Cloud-based content services platforms
On-premise SharePoint repositories
Cloud-based SharePoint and Office365repositories
Other (please specify)
From WHERE are you tryingto migrate content
17
20
20
33
25
40
25
31
2
hard drives on individual computers
department shared drives
organization shared drives
On-premise ECM platforms
On-premise content services platforms
Cloud-based content services platforms
On-premise SharePoint repositories
Cloud-based SharePoint and Office365repositories
Other (please specify)
Where are you trying to migrate content TO
Leaders
Average
Laggards
Agree or Disagree The term content integrationis well-understood in our organization
No opinionSomewhat agreeStrongly agree Somewhat disagree Strongly disagree
14
18
27
16
8 79
Improvecustomer
responsiveness
Improveknowledge
workerproductivity
Improveorganizationalflexibility and
agility
Reducebusiness risk
Avoid changingcurrent recordsmanagementand retention
policies
Avoid changingtransactional
processesbased on a
specificrepository
To make aphased
migration overtime possible
What is the MOST important reason to considera content integration platform
-1
4
13
-12
0
-1
-1
Improve customer responsiveness
Improve knowledge worker productivity
Improve organizational flexibility and agility
Reduce business risk
Avoid changing current records managementand retention policies
Avoid changing transactional processes basedon a specific repository
To make a phased migration over time possible
Percentage point difference between leading vs laggingorganizations -- THE most important potential benefit
of a content integration initiative
8
41
31
10 11
Great mdashSunshine and rainbows
Pretty good mdashA walk in the park
Not so good mdashA root canal
Awful mdashOpen heart surgery
We havenrsquot done a significant content
migration or integration yet
The last time your organization conducted a significant contentmigration or integration project how would you
describe the experience
24 324 32
33 229 7
26 2128 7
BUILDING AN EFFECTIVE STRATEGY FOR CONTENT INTEGRATION AND MIGRATION
copy AIIM 2019 wwwaiimorg 15 page AIIM Industry Watch
3 ndash How are end user organizations prioritizing their spending options in order to modernize their information toolkit
Content migration and content integration are clearly hot priorities for end-user organizations to 1) improve business and process agility and 2) improve knowledge worker productivity Over 60 of organizations say they are planning a significant content migration or integration initiative in the next 12 months
As mentioned earlier with regards to content integration it is important for those proposing these projects to take the high ground Certainly the direct savings that accrue from decommissioning a legacy system are important (27) as are the potential benefits within a particular business process (23) But the most important benefits to a significant migration or integration project are organizational ndash improved collaboration and access to information In short the benefits are directly tied to business agility and becoming a true digital business This is especially true as organizations shift their focus from improving specific point processes to transforming customer experiences and journeys across processes
The primary gatekeepers on these projects ndash those who should likely be on any buying andor implementation team ndash include 1) IT and IT services (likely most concerned about information security and systems integrity) 2) C-level executives (likely concerned about improving customer experiences and value) and 3) line-of-business operations executives (who can directly testify to the problems posed by siloed and inaccessible information) Actual budgets for these projects most likely reside with IT and IT Services
24
38
18
6
14
in 0-6 months in 6-12 months in 1-2 years in 2-3 years no projectsplanned
When are you planning your next significantcontent integration or migration project
27
23
44
5
direct cost savings fromdecommissioning a
legacy system
potential specificbusiness benefits tied
to a particular process
overall businessbenefits tied to
improved collaborationand access toinformation
Other (please specify)
As organizations consider the reasons for a large scaleECM migrationintegration project which do you think
is typically MOST important in getting theproject approved
42
71
15
19
29
18
15
30
18
36
20
Corporate amp Executive level
IT and IT Services
Sales
Marketing
Finance
Human Resources
Customer Service amp Support
Privacy amp Security
Legal
Operations
Records amp Information Management
Which of the following departments (please pick three)do you think are most critical in influencing approval
of a content migrationintegration project
11
55
3
0
7
4
3
3
1
5
9
Corporate amp Executive level
IT and IT Services
Sales
Marketing
Finance
Human Resources
Customer Service amp Support
Privacy amp Security
Legal
Operations
Records amp Information Management
Which department in your organization typicallyholds the budget or a significant content
migrationintegration project
Content Integration
Content Migration
Content Collaboration
What are your spending plans for each of thefollowing over the next 3-6months
no spending no plansspend less continue current spending spend more
$101 $101
$130
Content Integration Content Migration Content Collaboration
What was your budget last year for eachof the following (in 000s)
5118 6 26
4717 11 26
4918 8 25
24
38
18
6
14
in 0-6 months in 6-12 months in 1-2 years in 2-3 years no projectsplanned
When are you planning your next significantcontent integration or migration project
27
23
44
5
direct cost savings fromdecommissioning a
legacy system
potential specificbusiness benefits tied
to a particular process
overall businessbenefits tied to
improved collaborationand access toinformation
Other (please specify)
As organizations consider the reasons for a large scaleECM migrationintegration project which do you think
is typically MOST important in getting theproject approved
42
71
15
19
29
18
15
30
18
36
20
Corporate amp Executive level
IT and IT Services
Sales
Marketing
Finance
Human Resources
Customer Service amp Support
Privacy amp Security
Legal
Operations
Records amp Information Management
Which of the following departments (please pick three)do you think are most critical in influencing approval
of a content migrationintegration project
11
55
3
0
7
4
3
3
1
5
9
Corporate amp Executive level
IT and IT Services
Sales
Marketing
Finance
Human Resources
Customer Service amp Support
Privacy amp Security
Legal
Operations
Records amp Information Management
Which department in your organization typicallyholds the budget or a significant content
migrationintegration project
Content Integration
Content Migration
Content Collaboration
What are your spending plans for each of thefollowing over the next 3-6months
no spending no plansspend less continue current spending spend more
$101 $101
$130
Content Integration Content Migration Content Collaboration
What was your budget last year for eachof the following (in 000s)
5118 6 26
4717 11 26
4918 8 25
24
38
18
6
14
in 0-6 months in 6-12 months in 1-2 years in 2-3 years no projectsplanned
When are you planning your next significantcontent integration or migration project
27
23
44
5
direct cost savings fromdecommissioning a
legacy system
potential specificbusiness benefits tied
to a particular process
overall businessbenefits tied to
improved collaborationand access toinformation
Other (please specify)
As organizations consider the reasons for a large scaleECM migrationintegration project which do you think
is typically MOST important in getting theproject approved
42
71
15
19
29
18
15
30
18
36
20
Corporate amp Executive level
IT and IT Services
Sales
Marketing
Finance
Human Resources
Customer Service amp Support
Privacy amp Security
Legal
Operations
Records amp Information Management
Which of the following departments (please pick three)do you think are most critical in influencing approval
of a content migrationintegration project
11
55
3
0
7
4
3
3
1
5
9
Corporate amp Executive level
IT and IT Services
Sales
Marketing
Finance
Human Resources
Customer Service amp Support
Privacy amp Security
Legal
Operations
Records amp Information Management
Which department in your organization typicallyholds the budget or a significant content
migrationintegration project
Content Integration
Content Migration
Content Collaboration
What are your spending plans for each of thefollowing over the next 3-6months
no spending no plansspend less continue current spending spend more
$101 $101
$130
Content Integration Content Migration Content Collaboration
What was your budget last year for eachof the following (in 000s)
5118 6 26
4717 11 26
4918 8 25
BUILDING AN EFFECTIVE STRATEGY FOR CONTENT INTEGRATION AND MIGRATION
copy AIIM 2019 wwwaiimorg 16pageAIIM Industry Watch
Given that the primary strategic benefit from a content migration or integration project is likely improved knowledge worker productivity (access to information at the right time place and form) and process agility (more seamless integration of content in context into business processes) it is likely that many organizations are leveraging some spending focused on content collaboration into their migration and integration initiatives since the adoption of more modern approaches to collaboration also requires information platform modernization Annual budgets for each are robust and typically in excess of $100000 ndash and nearly 30 of organizations plan to increase this spending in the next 3-6 months
24
38
18
6
14
in 0-6 months in 6-12 months in 1-2 years in 2-3 years no projectsplanned
When are you planning your next significantcontent integration or migration project
27
23
44
5
direct cost savings fromdecommissioning a
legacy system
potential specificbusiness benefits tied
to a particular process
overall businessbenefits tied to
improved collaborationand access toinformation
Other (please specify)
As organizations consider the reasons for a large scaleECM migrationintegration project which do you think
is typically MOST important in getting theproject approved
42
71
15
19
29
18
15
30
18
36
20
Corporate amp Executive level
IT and IT Services
Sales
Marketing
Finance
Human Resources
Customer Service amp Support
Privacy amp Security
Legal
Operations
Records amp Information Management
Which of the following departments (please pick three)do you think are most critical in influencing approval
of a content migrationintegration project
11
55
3
0
7
4
3
3
1
5
9
Corporate amp Executive level
IT and IT Services
Sales
Marketing
Finance
Human Resources
Customer Service amp Support
Privacy amp Security
Legal
Operations
Records amp Information Management
Which department in your organization typicallyholds the budget or a significant content
migrationintegration project
Content Integration
Content Migration
Content Collaboration
What are your spending plans for each of thefollowing over the next 3-6months
no spending no plansspend less continue current spending spend more
$101 $101
$130
Content Integration Content Migration Content Collaboration
What was your budget last year for eachof the following (in 000s)
5118 6 26
4717 11 26
4918 8 25
24
38
18
6
14
in 0-6 months in 6-12 months in 1-2 years in 2-3 years no projectsplanned
When are you planning your next significantcontent integration or migration project
27
23
44
5
direct cost savings fromdecommissioning a
legacy system
potential specificbusiness benefits tied
to a particular process
overall businessbenefits tied to
improved collaborationand access toinformation
Other (please specify)
As organizations consider the reasons for a large scaleECM migrationintegration project which do you think
is typically MOST important in getting theproject approved
42
71
15
19
29
18
15
30
18
36
20
Corporate amp Executive level
IT and IT Services
Sales
Marketing
Finance
Human Resources
Customer Service amp Support
Privacy amp Security
Legal
Operations
Records amp Information Management
Which of the following departments (please pick three)do you think are most critical in influencing approval
of a content migrationintegration project
11
55
3
0
7
4
3
3
1
5
9
Corporate amp Executive level
IT and IT Services
Sales
Marketing
Finance
Human Resources
Customer Service amp Support
Privacy amp Security
Legal
Operations
Records amp Information Management
Which department in your organization typicallyholds the budget or a significant content
migrationintegration project
Content Integration
Content Migration
Content Collaboration
What are your spending plans for each of thefollowing over the next 3-6months
no spending no plansspend less continue current spending spend more
$101 $101
$130
Content Integration Content Migration Content Collaboration
What was your budget last year for eachof the following (in 000s)
5118 6 26
4717 11 26
4918 8 25
24
38
18
6
14
in 0-6 months in 6-12 months in 1-2 years in 2-3 years no projectsplanned
When are you planning your next significantcontent integration or migration project
27
23
44
5
direct cost savings fromdecommissioning a
legacy system
potential specificbusiness benefits tied
to a particular process
overall businessbenefits tied to
improved collaborationand access toinformation
Other (please specify)
As organizations consider the reasons for a large scaleECM migrationintegration project which do you think
is typically MOST important in getting theproject approved
42
71
15
19
29
18
15
30
18
36
20
Corporate amp Executive level
IT and IT Services
Sales
Marketing
Finance
Human Resources
Customer Service amp Support
Privacy amp Security
Legal
Operations
Records amp Information Management
Which of the following departments (please pick three)do you think are most critical in influencing approval
of a content migrationintegration project
11
55
3
0
7
4
3
3
1
5
9
Corporate amp Executive level
IT and IT Services
Sales
Marketing
Finance
Human Resources
Customer Service amp Support
Privacy amp Security
Legal
Operations
Records amp Information Management
Which department in your organization typicallyholds the budget or a significant content
migrationintegration project
Content Integration
Content Migration
Content Collaboration
What are your spending plans for each of thefollowing over the next 3-6months
no spending no plansspend less continue current spending spend more
$101 $101
$130
Content Integration Content Migration Content Collaboration
What was your budget last year for eachof the following (in 000s)
5118 6 26
4717 11 26
4918 8 25
BUILDING AN EFFECTIVE STRATEGY FOR CONTENT INTEGRATION AND MIGRATION
copy AIIM 2019 wwwaiimorg 17 page AIIM Industry Watch
Things You Need to Know AboutContent Integration and Migration
02
of organizations say migrating content and data from legacy content management systems into more modern systems is a problem
07
03 08
04 09
05
of organizations believe they must modernize their information management strategy in order to address rising levels of informationchaos
01
59
92
62
10
06
60
of organizations are planning asignificant content migration or integration initiative in the next12 months
of organizations struggle with integrating content management capabilities into core line-of-businesssystems
Nearly 40 of organizations have five or more major content management systems
40 They are seeking to move this content INTO 1) cloud-based content services platforms 2) on-premises ECM platforms and 3) cloud-based Office 365 and SharePoint repositories
User education needed - 44 of organizations say that ldquocontent integrationrdquo iswell-understood in their organization while 31disagree
44 31
For 44 the most important benefitsto a significant migration or integrationproject are organizational and strategic ndash improved collaboration and access to information ndash rather than mere cost savings
44
A key goal in any migration project is to avoid business disruption ndash 61 agree that ldquoavoiding a big bang migrationrdquo is an important priority61
Organizations have four primary sources of content that they want to move away from 1) departmental shared drives 2) organizational shared drives 3) individual shared drives and 4) on-premises SharePoint repositories
copy AIIM 2019 wwwaiimorg 18pageAIIM Industry Watch
Helix InternationalAward winning Enterprise Content Management (ECM) solutions company that offers individually tailored solutions to help Retire Migrate Integrate and Manage our customers ECM solutionsHelix International ensures critical data is protected stored and accessed lawfully with regard to the correct use access retention and deletion of data particularly with regard to the new GDPR in EuropeHelix International has successfully migrated 100s of ECM solutions
For further information please visit us at httpwwwhelix-intcom
DEVELOPED IN PARTNERSHIP WITH
AvePointAvePoint accelerates your digital transformation success Over 16000 companies and 6 million SharePoint and Office 365 users worldwide trust AvePoint software and services for their data migration management and protection needs in the cloud on-premises and hybrid environmentsA four-time Microsoft Partner of the Year AvePoint is a Microsoft Global ISV Partner and has been named to the Inc 500|5000 six times and the Deloitte Technology Fast 500trade five times Founded in 2001 AvePoint is privately held and headquartered in Jersey City NJ
Visit us at wwwavepointcom
copy AIIM 2019 wwwaiimorg 19 page AIIM Industry Watch
Systemware IncSystemware has been a pioneer in enterprise content management for nearly 40 years helping the worldrsquos largest and most highly regulated organizations capture content from a variety of business systems find it wherever it is stored and deliver it in the context needed for each business line Their content services platform Content Cloud allows organizations to transition from silos of enterprise content to a content services environment where they can simplify IT infrastructure reduce cost-to-serve and meet security and compliance requirements With Systemware Content Cloud organizations can break down information silos and transform their digital environmentsmdashimproving content access and use workflow efficiency and overall experience for users customers and partnersSystemware is committed to ensuring organizations meet information governance requirements in a manner that optimizes cost and complexity while providing a tailored experience for users Content Cloud helps organizations modernize their content management interoperate with a range of repositories and systems automate their processes personalize their experience and enable their content for business intelligence
For further information please visit us at httpswwwsystemwarecom
DEVELOPED IN PARTNERSHIP WITH
OpenTextOpenTexttrade Content Services help organizations Connect Content to their Digital BusinessOpenText Content Services include comprehensive capture content management and archiving solutions all available in the cloud on-premise or in flexible hybrid configurationsOpenText Content Services help organizations connect content to their digital business and transform to become Intelligent and Connected Enterprises by enhancing
The Digital Workplacebull Enabling the preferred productivity methods of a new generation
of knowledge workersbull Providing simple intuitive tools that drive creation sharing
and collaboration bull Delivering relevant content to users in context of daily tasks
The Digital Businessbull Extending into lead applications such as SAPreg Salesforcereg
and Microsoftregbull Applying metadata and governance rulesmdashautomatically
and consistentlybull Leveraging AI and machine learning for analytics and management
Governance and Securitybull Automating content lifecycle managementbull Implementing industry and government compliance protocolsbull Applying industry-leading security technology
OpenText Content Services Platforms are perennially recognized as Leaders by the most respected analyst firms
Learn more about OpenText Content Services athttpswwwopentextcomecm
More and more organizations face the need to migrate legacy content to a newer content suite either in the cloud or on-premise This may contain hundreds thousands or millions of files and documents with related metadata and business logic that need to be migrated Prove you have the skills to become the leader of your migration project with AIIMrsquos Certified Information Professional Designation
For further information click here
Require a Digital Leader to Help Drive Success
Content Migration Projects
LOOKING
FOR YOURNEXT STEP
CLICK HERE TO JOIN THE ONLINE DISCUSSION
Do you have a question about this research Would you like to discuss these findings with other members of AIIM
Here at AIIM we believe that information is your most important asset and we want to teach you the skills to manage it Wersquove felt this way since 1943 back when this community was foundedSure the technology has come a long way since then and the variety of information wersquore managing has changed a lot but one tenet has remained constant Wersquove always focused on the intersection of people processes and information We help organizations put information to workAIIM is a non-profit organization that provides independent research training and certification for information professionals
copy 2019AIIM8403 Colesville Road Suite 1100Silver Spring MD 20910 USA +1 301 587 8202 wwwaiimorg
AIIM EuropeOffice 1 Broomhall Business CentreWorcester WR5 2NT UK+44 (0)1905 727600wwwaiimorg
Whatrsquos NextThe CIP Can Help You and Your Organization Navigate the World of IIMNow is not the time to wait on your Digital Transformation initiative IIM practices and methodologies are critical to your success and AIIM can help Digital disruption calls for digital leaders with the skills and experience to optimize information assets and transform business Become that leader now through AIIMrsquos Certified Information Professional (CIP) programAIIM worked with industry experts and focus groups to define the body of knowledge necessary for information professionals to understand core IIM practice areas and methodologies built a certification and test based upon this body of knowledge that is available at locations around the world and created a set of training courses and materials to help information professionals prepare for the examination The path to CIP should be fairly simple for information practitioners who already have expertise and work experience AIIM has a number of resources that can help practitioners at all levels prepare to become a Certified Information Professionaln CIP Data Sheetn CIP Exam Outlinen CIP Study Guide (free to professional members
nonmember fee is $60 USD) n AIIM Training Coursesn Online CIP Prep Coursen In-Person CIP Prep Classesn Practice Exam
CIPs reflect a more integrated more holistic view of information management Changes in one process technology or practice invariably affect others in the organization CIPs are able to see the forest and the trees and understand and plan for these outcomes Because of this CIPs will identify and understand changes that could cause compliance issues thereby reducing liability Organizations that manage their information more effectively enjoy reduced costs faster time to market increased revenues and cash flow and increased business agility CIPs are uniquely positioned to help organizations achieve these benefits because they understand the interactions between different information intensive processes and activities
copy AIIM 2019 wwwaiimorg 11 page AIIM Industry Watch
The problem of seamless content accessibility and availability is not just a matter of the number of repositories It is also a problem because a significant volume of critical content is not lodged within a dedicated content system at all but actually stored within a line of business process platform that often lacks core content and records capabilities This is due to the historic difficulty of integrating content capabilities beyond the initial process in which an ECM system was deployed Content integration remains a challenge for most organizations While most organizations continue to increase the number of content systems they use a rising portion of critical business content (now 54) remains OUTSIDE those content management systems7
Over five years ago AIIM asked end-user organizations this question ldquoWhat proportion of your unstructured content and information (excluding emails) would you say is stored in enterprise systems (ERP HR Finance CRM Project Management LOB etc) INSTEAD OF in a Content ManagementDM system(s) ndash and is not accessible through your Content ManagementDM system(s)rdquo
2018 20130 28 27
10 54 68
20 76 83
30 101 122
40 101 86
50 108 116
60 127 98
70 146 131
80 123 101
90 136 169
Average 544 535
The desire for more modular content capabilities surfaceable in context within multiple business processes is at the core of the evolution of the content space from ECM to Content ServicesTwo out of three organizations say that their efforts to address these problems ndash the efforts to modernize ndash are hampered by their reliance on the mission critical functions performed by their legacy systems This translates into suboptimal productivity for knowledge workers 71 of organizations say that accessing content across multiple platforms is a major challenge
This translates into a set of business problems that can only be addressed with a content migration strategy ndash moving information from one place to another ndash or a content integration strategy ndash establishing a platform to access and manage content no matter the repository or platform in which it is located As organizations consider these strategies a core driver is a familiar one in the content and records management space ndash how to responsibly dispose of information that is no longer needed for business legal or compliance purposes
Integrating content management capabilitiesinto core line-of-business applications
Migrating content and data from legacy contentmanagement systems into more modern systems
Converting unstructured information and contentinto data that can be understood by machines
Getting widespread user adoption ofour content management system(s)
Classifying and applying metadatato archived content
How significant a problem are each of thefollowing for your organization
A problemA significant problem No opinion Not a problem at all
3133
23
67
1-2 platforms 3-4 platforms 5-6 platforms 7-8 platforms more than 8platforms
Approximately how many content managementplatforms are currently in active use in
your organization
13
35
39
12
2
A lot more thannow
More thannow
About thesame
Less thannow
A lot lessthan now
How many content management platformsdo you think you will have in two years
Our efforts to modernize our informationinfrastructure are hampered by the mission-
critical functions performed by our legacysystems
Accessing content across different contentplatforms is a major challenge for our
knowledge workers
Agree or DisagreeNo opinionSomewhat agreeStrongly agree
Somewhat disagree Strongly disagree
Migrating information from on-premises repositories to cloud
repositories
Migrating content from oneECM platform to another
Getting rid of redundant trivialand obsolete information
How significant a problem is thisA significant problem A problem
4215 32
4219 27
4214 37
4613 32
4416 33
4424 10
3734 9
30
37
16
42
16
43
Integrating content management capabilitiesinto core line-of-business applications
Migrating content and data from legacy contentmanagement systems into more modern systems
Converting unstructured information and contentinto data that can be understood by machines
Getting widespread user adoption ofour content management system(s)
Classifying and applying metadatato archived content
How significant a problem are each of thefollowing for your organization
A problemA significant problem No opinion Not a problem at all
3133
23
67
1-2 platforms 3-4 platforms 5-6 platforms 7-8 platforms more than 8platforms
Approximately how many content managementplatforms are currently in active use in
your organization
13
35
39
12
2
A lot more thannow
More thannow
About thesame
Less thannow
A lot lessthan now
How many content management platformsdo you think you will have in two years
Our efforts to modernize our informationinfrastructure are hampered by the mission-
critical functions performed by our legacysystems
Accessing content across different contentplatforms is a major challenge for our
knowledge workers
Agree or DisagreeNo opinionSomewhat agreeStrongly agree
Somewhat disagree Strongly disagree
Migrating information from on-premises repositories to cloud
repositories
Migrating content from oneECM platform to another
Getting rid of redundant trivialand obsolete information
How significant a problem is thisA significant problem A problem
4215 32
4219 27
4214 37
4613 32
4416 33
4424 10
3734 9
30
37
16
42
16
43
BUILDING AN EFFECTIVE STRATEGY FOR CONTENT INTEGRATION AND MIGRATION
7 AIIM 2018 Meeting the Challenge of Digital Transformation Overall N = 366
copy AIIM 2019 wwwaiimorg 12pageAIIM Industry Watch
2 ndash How well-understood are the solutions to solve core content integration and migration problems
The rising volume of information and its potential value to customer experiences is changing what is needed from content management systems Organizations clearly understand that they have an information modernization problem but are struggling with solutions as the tide of information chaos rises
Content migration and content integration are not necessarily mutually exclusive ndash most organizations seeking to modernize employ some combination ndash but they are differentWhen thinking about a content migration project most organizations typically have both a ldquofromrdquo and a ldquotordquo in mind Organizations have four primary sources of content that they want to move away from 1) departmental shared drives 2) organizational shared drives 3) individual shared drives and 4) on-premises SharePoint repositories They are seeking to move this content INTO 1) cloud-based content services platforms 2) on-premises ECM platforms and 3) cloud-based Office 365 and SharePoint repositories
35
46
41
28
31
30
35
14
3
hard drives on individual computers
department shared drives
organization shared drives
On-premise ECM platforms
On-premise content services platforms
Cloud-based content services platforms
On-premise SharePoint repositories
Cloud-based SharePoint and Office365repositories
Other (please specify)
From WHERE are you tryingto migrate content
17
20
20
33
25
40
25
31
2
hard drives on individual computers
department shared drives
organization shared drives
On-premise ECM platforms
On-premise content services platforms
Cloud-based content services platforms
On-premise SharePoint repositories
Cloud-based SharePoint and Office365repositories
Other (please specify)
Where are you trying to migrate content TO
Leaders
Average
Laggards
Agree or Disagree The term content integrationis well-understood in our organization
No opinionSomewhat agreeStrongly agree Somewhat disagree Strongly disagree
14
18
27
16
8 79
Improvecustomer
responsiveness
Improveknowledge
workerproductivity
Improveorganizationalflexibility and
agility
Reducebusiness risk
Avoid changingcurrent recordsmanagementand retention
policies
Avoid changingtransactional
processesbased on a
specificrepository
To make aphased
migration overtime possible
What is the MOST important reason to considera content integration platform
-1
4
13
-12
0
-1
-1
Improve customer responsiveness
Improve knowledge worker productivity
Improve organizational flexibility and agility
Reduce business risk
Avoid changing current records managementand retention policies
Avoid changing transactional processes basedon a specific repository
To make a phased migration over time possible
Percentage point difference between leading vs laggingorganizations -- THE most important potential benefit
of a content integration initiative
8
41
31
10 11
Great mdashSunshine and rainbows
Pretty good mdashA walk in the park
Not so good mdashA root canal
Awful mdashOpen heart surgery
We havenrsquot done a significant content
migration or integration yet
The last time your organization conducted a significant contentmigration or integration project how would you
describe the experience
24 324 32
33 229 7
26 2128 7
35
46
41
28
31
30
35
14
3
hard drives on individual computers
department shared drives
organization shared drives
On-premise ECM platforms
On-premise content services platforms
Cloud-based content services platforms
On-premise SharePoint repositories
Cloud-based SharePoint and Office365repositories
Other (please specify)
From WHERE are you tryingto migrate content
17
20
20
33
25
40
25
31
2
hard drives on individual computers
department shared drives
organization shared drives
On-premise ECM platforms
On-premise content services platforms
Cloud-based content services platforms
On-premise SharePoint repositories
Cloud-based SharePoint and Office365repositories
Other (please specify)
Where are you trying to migrate content TO
Leaders
Average
Laggards
Agree or Disagree The term content integrationis well-understood in our organization
No opinionSomewhat agreeStrongly agree Somewhat disagree Strongly disagree
14
18
27
16
8 79
Improvecustomer
responsiveness
Improveknowledge
workerproductivity
Improveorganizationalflexibility and
agility
Reducebusiness risk
Avoid changingcurrent recordsmanagementand retention
policies
Avoid changingtransactional
processesbased on a
specificrepository
To make aphased
migration overtime possible
What is the MOST important reason to considera content integration platform
-1
4
13
-12
0
-1
-1
Improve customer responsiveness
Improve knowledge worker productivity
Improve organizational flexibility and agility
Reduce business risk
Avoid changing current records managementand retention policies
Avoid changing transactional processes basedon a specific repository
To make a phased migration over time possible
Percentage point difference between leading vs laggingorganizations -- THE most important potential benefit
of a content integration initiative
8
41
31
10 11
Great mdashSunshine and rainbows
Pretty good mdashA walk in the park
Not so good mdashA root canal
Awful mdashOpen heart surgery
We havenrsquot done a significant content
migration or integration yet
The last time your organization conducted a significant contentmigration or integration project how would you
describe the experience
24 324 32
33 229 7
26 2128 7
BUILDING AN EFFECTIVE STRATEGY FOR CONTENT INTEGRATION AND MIGRATION
copy AIIM 2019 wwwaiimorg 13 page AIIM Industry Watch
A key goal in any migration project is to avoid business disruption ndash 61 agree that ldquoavoiding a big bang migrationrdquo is an important priority 57 ldquodonrsquot make a distinction between data migration and content migrationrdquoContent integration seeks to avoid some of the disruptive challenges associated with migration by using a platform to access and manage content without moving it A challenge in undertaking a content integration project is that the term is still not well-understood by organizations 44 of organizations agree that ldquocontent integrationrdquo is well-understood in their organization while 31 disagreeWhile there are myriad reasons for undertaking a content integration project two useful questions to ask are 1) how widespread is understanding of the term ldquocontent integrationrdquo and 2) what do users see as the MOST important reason for undertaking such an initiativeThe term ldquocontent integrationrdquo is currently better understood by solution providers than it is by end users This is not unusual sell-side companies are often eager to hop on new marketing terms as a source of differentiation as are analyst companies looking to distinguish their consulting practicesThe data suggests that the very companies that would most benefit from a content rationalization and integration initiative ndash those with profit or service performance problems relative to their peers ndash have the lowest understanding of what the term means This suggests the need for ldquotop of funnelrdquo market education efforts ndash so users can put a name to the problem they are experiencing ndash before immediately moving into sell mode These lagging companies understand they have a problem (92 say accessing content across different content platforms is a problem 30 percentage points higher than the result for average or leading organizations) but they have not yet assigned a name to the solution set tied to this problem and are thus likely to encounter internal friction during acquisition
Conventional wisdom suggests that cost reduction is a primary reason for undertaking such an initiative along with mitigating information risk tied to eDiscovery The data suggests that most organizations view the value of a migration or integration project higher on the chain The most important reason cited for undertaking such an initiative is to improve organizational flexibility and agility (27) followed closely by improving knowledge worker productivity (18) This suggests that end-user organizations understand the problems created in their organizations by overflowing and incompatible information silos and recognize the need to do something about them
35
46
41
28
31
30
35
14
3
hard drives on individual computers
department shared drives
organization shared drives
On-premise ECM platforms
On-premise content services platforms
Cloud-based content services platforms
On-premise SharePoint repositories
Cloud-based SharePoint and Office365repositories
Other (please specify)
From WHERE are you tryingto migrate content
17
20
20
33
25
40
25
31
2
hard drives on individual computers
department shared drives
organization shared drives
On-premise ECM platforms
On-premise content services platforms
Cloud-based content services platforms
On-premise SharePoint repositories
Cloud-based SharePoint and Office365repositories
Other (please specify)
Where are you trying to migrate content TO
Leaders
Average
Laggards
Agree or Disagree The term content integrationis well-understood in our organization
No opinionSomewhat agreeStrongly agree Somewhat disagree Strongly disagree
14
18
27
16
8 79
Improvecustomer
responsiveness
Improveknowledge
workerproductivity
Improveorganizationalflexibility and
agility
Reducebusiness risk
Avoid changingcurrent recordsmanagementand retention
policies
Avoid changingtransactional
processesbased on a
specificrepository
To make aphased
migration overtime possible
What is the MOST important reason to considera content integration platform
-1
4
13
-12
0
-1
-1
Improve customer responsiveness
Improve knowledge worker productivity
Improve organizational flexibility and agility
Reduce business risk
Avoid changing current records managementand retention policies
Avoid changing transactional processes basedon a specific repository
To make a phased migration over time possible
Percentage point difference between leading vs laggingorganizations -- THE most important potential benefit
of a content integration initiative
8
41
31
10 11
Great mdashSunshine and rainbows
Pretty good mdashA walk in the park
Not so good mdashA root canal
Awful mdashOpen heart surgery
We havenrsquot done a significant content
migration or integration yet
The last time your organization conducted a significant contentmigration or integration project how would you
describe the experience
24 324 32
33 229 7
26 2128 7
35
46
41
28
31
30
35
14
3
hard drives on individual computers
department shared drives
organization shared drives
On-premise ECM platforms
On-premise content services platforms
Cloud-based content services platforms
On-premise SharePoint repositories
Cloud-based SharePoint and Office365repositories
Other (please specify)
From WHERE are you tryingto migrate content
17
20
20
33
25
40
25
31
2
hard drives on individual computers
department shared drives
organization shared drives
On-premise ECM platforms
On-premise content services platforms
Cloud-based content services platforms
On-premise SharePoint repositories
Cloud-based SharePoint and Office365repositories
Other (please specify)
Where are you trying to migrate content TO
Leaders
Average
Laggards
Agree or Disagree The term content integrationis well-understood in our organization
No opinionSomewhat agreeStrongly agree Somewhat disagree Strongly disagree
14
18
27
16
8 79
Improvecustomer
responsiveness
Improveknowledge
workerproductivity
Improveorganizationalflexibility and
agility
Reducebusiness risk
Avoid changingcurrent recordsmanagementand retention
policies
Avoid changingtransactional
processesbased on a
specificrepository
To make aphased
migration overtime possible
What is the MOST important reason to considera content integration platform
-1
4
13
-12
0
-1
-1
Improve customer responsiveness
Improve knowledge worker productivity
Improve organizational flexibility and agility
Reduce business risk
Avoid changing current records managementand retention policies
Avoid changing transactional processes basedon a specific repository
To make a phased migration over time possible
Percentage point difference between leading vs laggingorganizations -- THE most important potential benefit
of a content integration initiative
8
41
31
10 11
Great mdashSunshine and rainbows
Pretty good mdashA walk in the park
Not so good mdashA root canal
Awful mdashOpen heart surgery
We havenrsquot done a significant content
migration or integration yet
The last time your organization conducted a significant contentmigration or integration project how would you
describe the experience
24 324 32
33 229 7
26 2128 7
BUILDING AN EFFECTIVE STRATEGY FOR CONTENT INTEGRATION AND MIGRATION
Additional reading from Avepoint ldquoWe want to make it easy to use a compliant environmentrdquosaid Ryan ldquoOur plan is that if someone wants a SharePoint site or Group Cloud Governance can help them fill out a questionnaire to label everything for them and get approval so they can self-serve to improve productivityrdquo Link to this reportJenny Ryan Digital Information Analyst Airways New Zealand
copy AIIM 2019 wwwaiimorg 14pageAIIM Industry Watch
The differences between leading and lagging organizations are most striking when looking at these ldquomost importantrdquo reasons Leading organizations are forward looking when they think about content integration focused on how such an initiative can build business agility and improve the effectiveness of knowledge workers Lagging organizations are relatively more focused upon the risk avoidance part of the equation
Whether undertaking a content migration or content integration project it is important to understand that in the past these kinds of projects have had mixed success The technologies and solutions focused on content migration and integration have changed ndash and improved ndash significantly in the last few years moving away from the dreaded ldquobig bangrdquo approaches that often loom large in institutional memories AI and content services allow organizations to approach content infrastructure modernization with a different and less disruptive toolkit than has historically been the case However the legacy of 41 of organizations that would describe these projects as either a ldquoroot canalrdquo or ldquoopen heart surgeryrdquo persists
35
46
41
28
31
30
35
14
3
hard drives on individual computers
department shared drives
organization shared drives
On-premise ECM platforms
On-premise content services platforms
Cloud-based content services platforms
On-premise SharePoint repositories
Cloud-based SharePoint and Office365repositories
Other (please specify)
From WHERE are you tryingto migrate content
17
20
20
33
25
40
25
31
2
hard drives on individual computers
department shared drives
organization shared drives
On-premise ECM platforms
On-premise content services platforms
Cloud-based content services platforms
On-premise SharePoint repositories
Cloud-based SharePoint and Office365repositories
Other (please specify)
Where are you trying to migrate content TO
Leaders
Average
Laggards
Agree or Disagree The term content integrationis well-understood in our organization
No opinionSomewhat agreeStrongly agree Somewhat disagree Strongly disagree
14
18
27
16
8 79
Improvecustomer
responsiveness
Improveknowledge
workerproductivity
Improveorganizationalflexibility and
agility
Reducebusiness risk
Avoid changingcurrent recordsmanagementand retention
policies
Avoid changingtransactional
processesbased on a
specificrepository
To make aphased
migration overtime possible
What is the MOST important reason to considera content integration platform
-1
4
13
-12
0
-1
-1
Improve customer responsiveness
Improve knowledge worker productivity
Improve organizational flexibility and agility
Reduce business risk
Avoid changing current records managementand retention policies
Avoid changing transactional processes basedon a specific repository
To make a phased migration over time possible
Percentage point difference between leading vs laggingorganizations -- THE most important potential benefit
of a content integration initiative
8
41
31
10 11
Great mdashSunshine and rainbows
Pretty good mdashA walk in the park
Not so good mdashA root canal
Awful mdashOpen heart surgery
We havenrsquot done a significant content
migration or integration yet
The last time your organization conducted a significant contentmigration or integration project how would you
describe the experience
24 324 32
33 229 7
26 2128 7
35
46
41
28
31
30
35
14
3
hard drives on individual computers
department shared drives
organization shared drives
On-premise ECM platforms
On-premise content services platforms
Cloud-based content services platforms
On-premise SharePoint repositories
Cloud-based SharePoint and Office365repositories
Other (please specify)
From WHERE are you tryingto migrate content
17
20
20
33
25
40
25
31
2
hard drives on individual computers
department shared drives
organization shared drives
On-premise ECM platforms
On-premise content services platforms
Cloud-based content services platforms
On-premise SharePoint repositories
Cloud-based SharePoint and Office365repositories
Other (please specify)
Where are you trying to migrate content TO
Leaders
Average
Laggards
Agree or Disagree The term content integrationis well-understood in our organization
No opinionSomewhat agreeStrongly agree Somewhat disagree Strongly disagree
14
18
27
16
8 79
Improvecustomer
responsiveness
Improveknowledge
workerproductivity
Improveorganizationalflexibility and
agility
Reducebusiness risk
Avoid changingcurrent recordsmanagementand retention
policies
Avoid changingtransactional
processesbased on a
specificrepository
To make aphased
migration overtime possible
What is the MOST important reason to considera content integration platform
-1
4
13
-12
0
-1
-1
Improve customer responsiveness
Improve knowledge worker productivity
Improve organizational flexibility and agility
Reduce business risk
Avoid changing current records managementand retention policies
Avoid changing transactional processes basedon a specific repository
To make a phased migration over time possible
Percentage point difference between leading vs laggingorganizations -- THE most important potential benefit
of a content integration initiative
8
41
31
10 11
Great mdashSunshine and rainbows
Pretty good mdashA walk in the park
Not so good mdashA root canal
Awful mdashOpen heart surgery
We havenrsquot done a significant content
migration or integration yet
The last time your organization conducted a significant contentmigration or integration project how would you
describe the experience
24 324 32
33 229 7
26 2128 7
BUILDING AN EFFECTIVE STRATEGY FOR CONTENT INTEGRATION AND MIGRATION
copy AIIM 2019 wwwaiimorg 15 page AIIM Industry Watch
3 ndash How are end user organizations prioritizing their spending options in order to modernize their information toolkit
Content migration and content integration are clearly hot priorities for end-user organizations to 1) improve business and process agility and 2) improve knowledge worker productivity Over 60 of organizations say they are planning a significant content migration or integration initiative in the next 12 months
As mentioned earlier with regards to content integration it is important for those proposing these projects to take the high ground Certainly the direct savings that accrue from decommissioning a legacy system are important (27) as are the potential benefits within a particular business process (23) But the most important benefits to a significant migration or integration project are organizational ndash improved collaboration and access to information In short the benefits are directly tied to business agility and becoming a true digital business This is especially true as organizations shift their focus from improving specific point processes to transforming customer experiences and journeys across processes
The primary gatekeepers on these projects ndash those who should likely be on any buying andor implementation team ndash include 1) IT and IT services (likely most concerned about information security and systems integrity) 2) C-level executives (likely concerned about improving customer experiences and value) and 3) line-of-business operations executives (who can directly testify to the problems posed by siloed and inaccessible information) Actual budgets for these projects most likely reside with IT and IT Services
24
38
18
6
14
in 0-6 months in 6-12 months in 1-2 years in 2-3 years no projectsplanned
When are you planning your next significantcontent integration or migration project
27
23
44
5
direct cost savings fromdecommissioning a
legacy system
potential specificbusiness benefits tied
to a particular process
overall businessbenefits tied to
improved collaborationand access toinformation
Other (please specify)
As organizations consider the reasons for a large scaleECM migrationintegration project which do you think
is typically MOST important in getting theproject approved
42
71
15
19
29
18
15
30
18
36
20
Corporate amp Executive level
IT and IT Services
Sales
Marketing
Finance
Human Resources
Customer Service amp Support
Privacy amp Security
Legal
Operations
Records amp Information Management
Which of the following departments (please pick three)do you think are most critical in influencing approval
of a content migrationintegration project
11
55
3
0
7
4
3
3
1
5
9
Corporate amp Executive level
IT and IT Services
Sales
Marketing
Finance
Human Resources
Customer Service amp Support
Privacy amp Security
Legal
Operations
Records amp Information Management
Which department in your organization typicallyholds the budget or a significant content
migrationintegration project
Content Integration
Content Migration
Content Collaboration
What are your spending plans for each of thefollowing over the next 3-6months
no spending no plansspend less continue current spending spend more
$101 $101
$130
Content Integration Content Migration Content Collaboration
What was your budget last year for eachof the following (in 000s)
5118 6 26
4717 11 26
4918 8 25
24
38
18
6
14
in 0-6 months in 6-12 months in 1-2 years in 2-3 years no projectsplanned
When are you planning your next significantcontent integration or migration project
27
23
44
5
direct cost savings fromdecommissioning a
legacy system
potential specificbusiness benefits tied
to a particular process
overall businessbenefits tied to
improved collaborationand access toinformation
Other (please specify)
As organizations consider the reasons for a large scaleECM migrationintegration project which do you think
is typically MOST important in getting theproject approved
42
71
15
19
29
18
15
30
18
36
20
Corporate amp Executive level
IT and IT Services
Sales
Marketing
Finance
Human Resources
Customer Service amp Support
Privacy amp Security
Legal
Operations
Records amp Information Management
Which of the following departments (please pick three)do you think are most critical in influencing approval
of a content migrationintegration project
11
55
3
0
7
4
3
3
1
5
9
Corporate amp Executive level
IT and IT Services
Sales
Marketing
Finance
Human Resources
Customer Service amp Support
Privacy amp Security
Legal
Operations
Records amp Information Management
Which department in your organization typicallyholds the budget or a significant content
migrationintegration project
Content Integration
Content Migration
Content Collaboration
What are your spending plans for each of thefollowing over the next 3-6months
no spending no plansspend less continue current spending spend more
$101 $101
$130
Content Integration Content Migration Content Collaboration
What was your budget last year for eachof the following (in 000s)
5118 6 26
4717 11 26
4918 8 25
24
38
18
6
14
in 0-6 months in 6-12 months in 1-2 years in 2-3 years no projectsplanned
When are you planning your next significantcontent integration or migration project
27
23
44
5
direct cost savings fromdecommissioning a
legacy system
potential specificbusiness benefits tied
to a particular process
overall businessbenefits tied to
improved collaborationand access toinformation
Other (please specify)
As organizations consider the reasons for a large scaleECM migrationintegration project which do you think
is typically MOST important in getting theproject approved
42
71
15
19
29
18
15
30
18
36
20
Corporate amp Executive level
IT and IT Services
Sales
Marketing
Finance
Human Resources
Customer Service amp Support
Privacy amp Security
Legal
Operations
Records amp Information Management
Which of the following departments (please pick three)do you think are most critical in influencing approval
of a content migrationintegration project
11
55
3
0
7
4
3
3
1
5
9
Corporate amp Executive level
IT and IT Services
Sales
Marketing
Finance
Human Resources
Customer Service amp Support
Privacy amp Security
Legal
Operations
Records amp Information Management
Which department in your organization typicallyholds the budget or a significant content
migrationintegration project
Content Integration
Content Migration
Content Collaboration
What are your spending plans for each of thefollowing over the next 3-6months
no spending no plansspend less continue current spending spend more
$101 $101
$130
Content Integration Content Migration Content Collaboration
What was your budget last year for eachof the following (in 000s)
5118 6 26
4717 11 26
4918 8 25
BUILDING AN EFFECTIVE STRATEGY FOR CONTENT INTEGRATION AND MIGRATION
copy AIIM 2019 wwwaiimorg 16pageAIIM Industry Watch
Given that the primary strategic benefit from a content migration or integration project is likely improved knowledge worker productivity (access to information at the right time place and form) and process agility (more seamless integration of content in context into business processes) it is likely that many organizations are leveraging some spending focused on content collaboration into their migration and integration initiatives since the adoption of more modern approaches to collaboration also requires information platform modernization Annual budgets for each are robust and typically in excess of $100000 ndash and nearly 30 of organizations plan to increase this spending in the next 3-6 months
24
38
18
6
14
in 0-6 months in 6-12 months in 1-2 years in 2-3 years no projectsplanned
When are you planning your next significantcontent integration or migration project
27
23
44
5
direct cost savings fromdecommissioning a
legacy system
potential specificbusiness benefits tied
to a particular process
overall businessbenefits tied to
improved collaborationand access toinformation
Other (please specify)
As organizations consider the reasons for a large scaleECM migrationintegration project which do you think
is typically MOST important in getting theproject approved
42
71
15
19
29
18
15
30
18
36
20
Corporate amp Executive level
IT and IT Services
Sales
Marketing
Finance
Human Resources
Customer Service amp Support
Privacy amp Security
Legal
Operations
Records amp Information Management
Which of the following departments (please pick three)do you think are most critical in influencing approval
of a content migrationintegration project
11
55
3
0
7
4
3
3
1
5
9
Corporate amp Executive level
IT and IT Services
Sales
Marketing
Finance
Human Resources
Customer Service amp Support
Privacy amp Security
Legal
Operations
Records amp Information Management
Which department in your organization typicallyholds the budget or a significant content
migrationintegration project
Content Integration
Content Migration
Content Collaboration
What are your spending plans for each of thefollowing over the next 3-6months
no spending no plansspend less continue current spending spend more
$101 $101
$130
Content Integration Content Migration Content Collaboration
What was your budget last year for eachof the following (in 000s)
5118 6 26
4717 11 26
4918 8 25
24
38
18
6
14
in 0-6 months in 6-12 months in 1-2 years in 2-3 years no projectsplanned
When are you planning your next significantcontent integration or migration project
27
23
44
5
direct cost savings fromdecommissioning a
legacy system
potential specificbusiness benefits tied
to a particular process
overall businessbenefits tied to
improved collaborationand access toinformation
Other (please specify)
As organizations consider the reasons for a large scaleECM migrationintegration project which do you think
is typically MOST important in getting theproject approved
42
71
15
19
29
18
15
30
18
36
20
Corporate amp Executive level
IT and IT Services
Sales
Marketing
Finance
Human Resources
Customer Service amp Support
Privacy amp Security
Legal
Operations
Records amp Information Management
Which of the following departments (please pick three)do you think are most critical in influencing approval
of a content migrationintegration project
11
55
3
0
7
4
3
3
1
5
9
Corporate amp Executive level
IT and IT Services
Sales
Marketing
Finance
Human Resources
Customer Service amp Support
Privacy amp Security
Legal
Operations
Records amp Information Management
Which department in your organization typicallyholds the budget or a significant content
migrationintegration project
Content Integration
Content Migration
Content Collaboration
What are your spending plans for each of thefollowing over the next 3-6months
no spending no plansspend less continue current spending spend more
$101 $101
$130
Content Integration Content Migration Content Collaboration
What was your budget last year for eachof the following (in 000s)
5118 6 26
4717 11 26
4918 8 25
24
38
18
6
14
in 0-6 months in 6-12 months in 1-2 years in 2-3 years no projectsplanned
When are you planning your next significantcontent integration or migration project
27
23
44
5
direct cost savings fromdecommissioning a
legacy system
potential specificbusiness benefits tied
to a particular process
overall businessbenefits tied to
improved collaborationand access toinformation
Other (please specify)
As organizations consider the reasons for a large scaleECM migrationintegration project which do you think
is typically MOST important in getting theproject approved
42
71
15
19
29
18
15
30
18
36
20
Corporate amp Executive level
IT and IT Services
Sales
Marketing
Finance
Human Resources
Customer Service amp Support
Privacy amp Security
Legal
Operations
Records amp Information Management
Which of the following departments (please pick three)do you think are most critical in influencing approval
of a content migrationintegration project
11
55
3
0
7
4
3
3
1
5
9
Corporate amp Executive level
IT and IT Services
Sales
Marketing
Finance
Human Resources
Customer Service amp Support
Privacy amp Security
Legal
Operations
Records amp Information Management
Which department in your organization typicallyholds the budget or a significant content
migrationintegration project
Content Integration
Content Migration
Content Collaboration
What are your spending plans for each of thefollowing over the next 3-6months
no spending no plansspend less continue current spending spend more
$101 $101
$130
Content Integration Content Migration Content Collaboration
What was your budget last year for eachof the following (in 000s)
5118 6 26
4717 11 26
4918 8 25
BUILDING AN EFFECTIVE STRATEGY FOR CONTENT INTEGRATION AND MIGRATION
copy AIIM 2019 wwwaiimorg 17 page AIIM Industry Watch
Things You Need to Know AboutContent Integration and Migration
02
of organizations say migrating content and data from legacy content management systems into more modern systems is a problem
07
03 08
04 09
05
of organizations believe they must modernize their information management strategy in order to address rising levels of informationchaos
01
59
92
62
10
06
60
of organizations are planning asignificant content migration or integration initiative in the next12 months
of organizations struggle with integrating content management capabilities into core line-of-businesssystems
Nearly 40 of organizations have five or more major content management systems
40 They are seeking to move this content INTO 1) cloud-based content services platforms 2) on-premises ECM platforms and 3) cloud-based Office 365 and SharePoint repositories
User education needed - 44 of organizations say that ldquocontent integrationrdquo iswell-understood in their organization while 31disagree
44 31
For 44 the most important benefitsto a significant migration or integrationproject are organizational and strategic ndash improved collaboration and access to information ndash rather than mere cost savings
44
A key goal in any migration project is to avoid business disruption ndash 61 agree that ldquoavoiding a big bang migrationrdquo is an important priority61
Organizations have four primary sources of content that they want to move away from 1) departmental shared drives 2) organizational shared drives 3) individual shared drives and 4) on-premises SharePoint repositories
copy AIIM 2019 wwwaiimorg 18pageAIIM Industry Watch
Helix InternationalAward winning Enterprise Content Management (ECM) solutions company that offers individually tailored solutions to help Retire Migrate Integrate and Manage our customers ECM solutionsHelix International ensures critical data is protected stored and accessed lawfully with regard to the correct use access retention and deletion of data particularly with regard to the new GDPR in EuropeHelix International has successfully migrated 100s of ECM solutions
For further information please visit us at httpwwwhelix-intcom
DEVELOPED IN PARTNERSHIP WITH
AvePointAvePoint accelerates your digital transformation success Over 16000 companies and 6 million SharePoint and Office 365 users worldwide trust AvePoint software and services for their data migration management and protection needs in the cloud on-premises and hybrid environmentsA four-time Microsoft Partner of the Year AvePoint is a Microsoft Global ISV Partner and has been named to the Inc 500|5000 six times and the Deloitte Technology Fast 500trade five times Founded in 2001 AvePoint is privately held and headquartered in Jersey City NJ
Visit us at wwwavepointcom
copy AIIM 2019 wwwaiimorg 19 page AIIM Industry Watch
Systemware IncSystemware has been a pioneer in enterprise content management for nearly 40 years helping the worldrsquos largest and most highly regulated organizations capture content from a variety of business systems find it wherever it is stored and deliver it in the context needed for each business line Their content services platform Content Cloud allows organizations to transition from silos of enterprise content to a content services environment where they can simplify IT infrastructure reduce cost-to-serve and meet security and compliance requirements With Systemware Content Cloud organizations can break down information silos and transform their digital environmentsmdashimproving content access and use workflow efficiency and overall experience for users customers and partnersSystemware is committed to ensuring organizations meet information governance requirements in a manner that optimizes cost and complexity while providing a tailored experience for users Content Cloud helps organizations modernize their content management interoperate with a range of repositories and systems automate their processes personalize their experience and enable their content for business intelligence
For further information please visit us at httpswwwsystemwarecom
DEVELOPED IN PARTNERSHIP WITH
OpenTextOpenTexttrade Content Services help organizations Connect Content to their Digital BusinessOpenText Content Services include comprehensive capture content management and archiving solutions all available in the cloud on-premise or in flexible hybrid configurationsOpenText Content Services help organizations connect content to their digital business and transform to become Intelligent and Connected Enterprises by enhancing
The Digital Workplacebull Enabling the preferred productivity methods of a new generation
of knowledge workersbull Providing simple intuitive tools that drive creation sharing
and collaboration bull Delivering relevant content to users in context of daily tasks
The Digital Businessbull Extending into lead applications such as SAPreg Salesforcereg
and Microsoftregbull Applying metadata and governance rulesmdashautomatically
and consistentlybull Leveraging AI and machine learning for analytics and management
Governance and Securitybull Automating content lifecycle managementbull Implementing industry and government compliance protocolsbull Applying industry-leading security technology
OpenText Content Services Platforms are perennially recognized as Leaders by the most respected analyst firms
Learn more about OpenText Content Services athttpswwwopentextcomecm
More and more organizations face the need to migrate legacy content to a newer content suite either in the cloud or on-premise This may contain hundreds thousands or millions of files and documents with related metadata and business logic that need to be migrated Prove you have the skills to become the leader of your migration project with AIIMrsquos Certified Information Professional Designation
For further information click here
Require a Digital Leader to Help Drive Success
Content Migration Projects
LOOKING
FOR YOURNEXT STEP
CLICK HERE TO JOIN THE ONLINE DISCUSSION
Do you have a question about this research Would you like to discuss these findings with other members of AIIM
Here at AIIM we believe that information is your most important asset and we want to teach you the skills to manage it Wersquove felt this way since 1943 back when this community was foundedSure the technology has come a long way since then and the variety of information wersquore managing has changed a lot but one tenet has remained constant Wersquove always focused on the intersection of people processes and information We help organizations put information to workAIIM is a non-profit organization that provides independent research training and certification for information professionals
copy 2019AIIM8403 Colesville Road Suite 1100Silver Spring MD 20910 USA +1 301 587 8202 wwwaiimorg
AIIM EuropeOffice 1 Broomhall Business CentreWorcester WR5 2NT UK+44 (0)1905 727600wwwaiimorg
Whatrsquos NextThe CIP Can Help You and Your Organization Navigate the World of IIMNow is not the time to wait on your Digital Transformation initiative IIM practices and methodologies are critical to your success and AIIM can help Digital disruption calls for digital leaders with the skills and experience to optimize information assets and transform business Become that leader now through AIIMrsquos Certified Information Professional (CIP) programAIIM worked with industry experts and focus groups to define the body of knowledge necessary for information professionals to understand core IIM practice areas and methodologies built a certification and test based upon this body of knowledge that is available at locations around the world and created a set of training courses and materials to help information professionals prepare for the examination The path to CIP should be fairly simple for information practitioners who already have expertise and work experience AIIM has a number of resources that can help practitioners at all levels prepare to become a Certified Information Professionaln CIP Data Sheetn CIP Exam Outlinen CIP Study Guide (free to professional members
nonmember fee is $60 USD) n AIIM Training Coursesn Online CIP Prep Coursen In-Person CIP Prep Classesn Practice Exam
CIPs reflect a more integrated more holistic view of information management Changes in one process technology or practice invariably affect others in the organization CIPs are able to see the forest and the trees and understand and plan for these outcomes Because of this CIPs will identify and understand changes that could cause compliance issues thereby reducing liability Organizations that manage their information more effectively enjoy reduced costs faster time to market increased revenues and cash flow and increased business agility CIPs are uniquely positioned to help organizations achieve these benefits because they understand the interactions between different information intensive processes and activities
copy AIIM 2019 wwwaiimorg 12pageAIIM Industry Watch
2 ndash How well-understood are the solutions to solve core content integration and migration problems
The rising volume of information and its potential value to customer experiences is changing what is needed from content management systems Organizations clearly understand that they have an information modernization problem but are struggling with solutions as the tide of information chaos rises
Content migration and content integration are not necessarily mutually exclusive ndash most organizations seeking to modernize employ some combination ndash but they are differentWhen thinking about a content migration project most organizations typically have both a ldquofromrdquo and a ldquotordquo in mind Organizations have four primary sources of content that they want to move away from 1) departmental shared drives 2) organizational shared drives 3) individual shared drives and 4) on-premises SharePoint repositories They are seeking to move this content INTO 1) cloud-based content services platforms 2) on-premises ECM platforms and 3) cloud-based Office 365 and SharePoint repositories
35
46
41
28
31
30
35
14
3
hard drives on individual computers
department shared drives
organization shared drives
On-premise ECM platforms
On-premise content services platforms
Cloud-based content services platforms
On-premise SharePoint repositories
Cloud-based SharePoint and Office365repositories
Other (please specify)
From WHERE are you tryingto migrate content
17
20
20
33
25
40
25
31
2
hard drives on individual computers
department shared drives
organization shared drives
On-premise ECM platforms
On-premise content services platforms
Cloud-based content services platforms
On-premise SharePoint repositories
Cloud-based SharePoint and Office365repositories
Other (please specify)
Where are you trying to migrate content TO
Leaders
Average
Laggards
Agree or Disagree The term content integrationis well-understood in our organization
No opinionSomewhat agreeStrongly agree Somewhat disagree Strongly disagree
14
18
27
16
8 79
Improvecustomer
responsiveness
Improveknowledge
workerproductivity
Improveorganizationalflexibility and
agility
Reducebusiness risk
Avoid changingcurrent recordsmanagementand retention
policies
Avoid changingtransactional
processesbased on a
specificrepository
To make aphased
migration overtime possible
What is the MOST important reason to considera content integration platform
-1
4
13
-12
0
-1
-1
Improve customer responsiveness
Improve knowledge worker productivity
Improve organizational flexibility and agility
Reduce business risk
Avoid changing current records managementand retention policies
Avoid changing transactional processes basedon a specific repository
To make a phased migration over time possible
Percentage point difference between leading vs laggingorganizations -- THE most important potential benefit
of a content integration initiative
8
41
31
10 11
Great mdashSunshine and rainbows
Pretty good mdashA walk in the park
Not so good mdashA root canal
Awful mdashOpen heart surgery
We havenrsquot done a significant content
migration or integration yet
The last time your organization conducted a significant contentmigration or integration project how would you
describe the experience
24 324 32
33 229 7
26 2128 7
35
46
41
28
31
30
35
14
3
hard drives on individual computers
department shared drives
organization shared drives
On-premise ECM platforms
On-premise content services platforms
Cloud-based content services platforms
On-premise SharePoint repositories
Cloud-based SharePoint and Office365repositories
Other (please specify)
From WHERE are you tryingto migrate content
17
20
20
33
25
40
25
31
2
hard drives on individual computers
department shared drives
organization shared drives
On-premise ECM platforms
On-premise content services platforms
Cloud-based content services platforms
On-premise SharePoint repositories
Cloud-based SharePoint and Office365repositories
Other (please specify)
Where are you trying to migrate content TO
Leaders
Average
Laggards
Agree or Disagree The term content integrationis well-understood in our organization
No opinionSomewhat agreeStrongly agree Somewhat disagree Strongly disagree
14
18
27
16
8 79
Improvecustomer
responsiveness
Improveknowledge
workerproductivity
Improveorganizationalflexibility and
agility
Reducebusiness risk
Avoid changingcurrent recordsmanagementand retention
policies
Avoid changingtransactional
processesbased on a
specificrepository
To make aphased
migration overtime possible
What is the MOST important reason to considera content integration platform
-1
4
13
-12
0
-1
-1
Improve customer responsiveness
Improve knowledge worker productivity
Improve organizational flexibility and agility
Reduce business risk
Avoid changing current records managementand retention policies
Avoid changing transactional processes basedon a specific repository
To make a phased migration over time possible
Percentage point difference between leading vs laggingorganizations -- THE most important potential benefit
of a content integration initiative
8
41
31
10 11
Great mdashSunshine and rainbows
Pretty good mdashA walk in the park
Not so good mdashA root canal
Awful mdashOpen heart surgery
We havenrsquot done a significant content
migration or integration yet
The last time your organization conducted a significant contentmigration or integration project how would you
describe the experience
24 324 32
33 229 7
26 2128 7
BUILDING AN EFFECTIVE STRATEGY FOR CONTENT INTEGRATION AND MIGRATION
copy AIIM 2019 wwwaiimorg 13 page AIIM Industry Watch
A key goal in any migration project is to avoid business disruption ndash 61 agree that ldquoavoiding a big bang migrationrdquo is an important priority 57 ldquodonrsquot make a distinction between data migration and content migrationrdquoContent integration seeks to avoid some of the disruptive challenges associated with migration by using a platform to access and manage content without moving it A challenge in undertaking a content integration project is that the term is still not well-understood by organizations 44 of organizations agree that ldquocontent integrationrdquo is well-understood in their organization while 31 disagreeWhile there are myriad reasons for undertaking a content integration project two useful questions to ask are 1) how widespread is understanding of the term ldquocontent integrationrdquo and 2) what do users see as the MOST important reason for undertaking such an initiativeThe term ldquocontent integrationrdquo is currently better understood by solution providers than it is by end users This is not unusual sell-side companies are often eager to hop on new marketing terms as a source of differentiation as are analyst companies looking to distinguish their consulting practicesThe data suggests that the very companies that would most benefit from a content rationalization and integration initiative ndash those with profit or service performance problems relative to their peers ndash have the lowest understanding of what the term means This suggests the need for ldquotop of funnelrdquo market education efforts ndash so users can put a name to the problem they are experiencing ndash before immediately moving into sell mode These lagging companies understand they have a problem (92 say accessing content across different content platforms is a problem 30 percentage points higher than the result for average or leading organizations) but they have not yet assigned a name to the solution set tied to this problem and are thus likely to encounter internal friction during acquisition
Conventional wisdom suggests that cost reduction is a primary reason for undertaking such an initiative along with mitigating information risk tied to eDiscovery The data suggests that most organizations view the value of a migration or integration project higher on the chain The most important reason cited for undertaking such an initiative is to improve organizational flexibility and agility (27) followed closely by improving knowledge worker productivity (18) This suggests that end-user organizations understand the problems created in their organizations by overflowing and incompatible information silos and recognize the need to do something about them
35
46
41
28
31
30
35
14
3
hard drives on individual computers
department shared drives
organization shared drives
On-premise ECM platforms
On-premise content services platforms
Cloud-based content services platforms
On-premise SharePoint repositories
Cloud-based SharePoint and Office365repositories
Other (please specify)
From WHERE are you tryingto migrate content
17
20
20
33
25
40
25
31
2
hard drives on individual computers
department shared drives
organization shared drives
On-premise ECM platforms
On-premise content services platforms
Cloud-based content services platforms
On-premise SharePoint repositories
Cloud-based SharePoint and Office365repositories
Other (please specify)
Where are you trying to migrate content TO
Leaders
Average
Laggards
Agree or Disagree The term content integrationis well-understood in our organization
No opinionSomewhat agreeStrongly agree Somewhat disagree Strongly disagree
14
18
27
16
8 79
Improvecustomer
responsiveness
Improveknowledge
workerproductivity
Improveorganizationalflexibility and
agility
Reducebusiness risk
Avoid changingcurrent recordsmanagementand retention
policies
Avoid changingtransactional
processesbased on a
specificrepository
To make aphased
migration overtime possible
What is the MOST important reason to considera content integration platform
-1
4
13
-12
0
-1
-1
Improve customer responsiveness
Improve knowledge worker productivity
Improve organizational flexibility and agility
Reduce business risk
Avoid changing current records managementand retention policies
Avoid changing transactional processes basedon a specific repository
To make a phased migration over time possible
Percentage point difference between leading vs laggingorganizations -- THE most important potential benefit
of a content integration initiative
8
41
31
10 11
Great mdashSunshine and rainbows
Pretty good mdashA walk in the park
Not so good mdashA root canal
Awful mdashOpen heart surgery
We havenrsquot done a significant content
migration or integration yet
The last time your organization conducted a significant contentmigration or integration project how would you
describe the experience
24 324 32
33 229 7
26 2128 7
35
46
41
28
31
30
35
14
3
hard drives on individual computers
department shared drives
organization shared drives
On-premise ECM platforms
On-premise content services platforms
Cloud-based content services platforms
On-premise SharePoint repositories
Cloud-based SharePoint and Office365repositories
Other (please specify)
From WHERE are you tryingto migrate content
17
20
20
33
25
40
25
31
2
hard drives on individual computers
department shared drives
organization shared drives
On-premise ECM platforms
On-premise content services platforms
Cloud-based content services platforms
On-premise SharePoint repositories
Cloud-based SharePoint and Office365repositories
Other (please specify)
Where are you trying to migrate content TO
Leaders
Average
Laggards
Agree or Disagree The term content integrationis well-understood in our organization
No opinionSomewhat agreeStrongly agree Somewhat disagree Strongly disagree
14
18
27
16
8 79
Improvecustomer
responsiveness
Improveknowledge
workerproductivity
Improveorganizationalflexibility and
agility
Reducebusiness risk
Avoid changingcurrent recordsmanagementand retention
policies
Avoid changingtransactional
processesbased on a
specificrepository
To make aphased
migration overtime possible
What is the MOST important reason to considera content integration platform
-1
4
13
-12
0
-1
-1
Improve customer responsiveness
Improve knowledge worker productivity
Improve organizational flexibility and agility
Reduce business risk
Avoid changing current records managementand retention policies
Avoid changing transactional processes basedon a specific repository
To make a phased migration over time possible
Percentage point difference between leading vs laggingorganizations -- THE most important potential benefit
of a content integration initiative
8
41
31
10 11
Great mdashSunshine and rainbows
Pretty good mdashA walk in the park
Not so good mdashA root canal
Awful mdashOpen heart surgery
We havenrsquot done a significant content
migration or integration yet
The last time your organization conducted a significant contentmigration or integration project how would you
describe the experience
24 324 32
33 229 7
26 2128 7
BUILDING AN EFFECTIVE STRATEGY FOR CONTENT INTEGRATION AND MIGRATION
Additional reading from Avepoint ldquoWe want to make it easy to use a compliant environmentrdquosaid Ryan ldquoOur plan is that if someone wants a SharePoint site or Group Cloud Governance can help them fill out a questionnaire to label everything for them and get approval so they can self-serve to improve productivityrdquo Link to this reportJenny Ryan Digital Information Analyst Airways New Zealand
copy AIIM 2019 wwwaiimorg 14pageAIIM Industry Watch
The differences between leading and lagging organizations are most striking when looking at these ldquomost importantrdquo reasons Leading organizations are forward looking when they think about content integration focused on how such an initiative can build business agility and improve the effectiveness of knowledge workers Lagging organizations are relatively more focused upon the risk avoidance part of the equation
Whether undertaking a content migration or content integration project it is important to understand that in the past these kinds of projects have had mixed success The technologies and solutions focused on content migration and integration have changed ndash and improved ndash significantly in the last few years moving away from the dreaded ldquobig bangrdquo approaches that often loom large in institutional memories AI and content services allow organizations to approach content infrastructure modernization with a different and less disruptive toolkit than has historically been the case However the legacy of 41 of organizations that would describe these projects as either a ldquoroot canalrdquo or ldquoopen heart surgeryrdquo persists
35
46
41
28
31
30
35
14
3
hard drives on individual computers
department shared drives
organization shared drives
On-premise ECM platforms
On-premise content services platforms
Cloud-based content services platforms
On-premise SharePoint repositories
Cloud-based SharePoint and Office365repositories
Other (please specify)
From WHERE are you tryingto migrate content
17
20
20
33
25
40
25
31
2
hard drives on individual computers
department shared drives
organization shared drives
On-premise ECM platforms
On-premise content services platforms
Cloud-based content services platforms
On-premise SharePoint repositories
Cloud-based SharePoint and Office365repositories
Other (please specify)
Where are you trying to migrate content TO
Leaders
Average
Laggards
Agree or Disagree The term content integrationis well-understood in our organization
No opinionSomewhat agreeStrongly agree Somewhat disagree Strongly disagree
14
18
27
16
8 79
Improvecustomer
responsiveness
Improveknowledge
workerproductivity
Improveorganizationalflexibility and
agility
Reducebusiness risk
Avoid changingcurrent recordsmanagementand retention
policies
Avoid changingtransactional
processesbased on a
specificrepository
To make aphased
migration overtime possible
What is the MOST important reason to considera content integration platform
-1
4
13
-12
0
-1
-1
Improve customer responsiveness
Improve knowledge worker productivity
Improve organizational flexibility and agility
Reduce business risk
Avoid changing current records managementand retention policies
Avoid changing transactional processes basedon a specific repository
To make a phased migration over time possible
Percentage point difference between leading vs laggingorganizations -- THE most important potential benefit
of a content integration initiative
8
41
31
10 11
Great mdashSunshine and rainbows
Pretty good mdashA walk in the park
Not so good mdashA root canal
Awful mdashOpen heart surgery
We havenrsquot done a significant content
migration or integration yet
The last time your organization conducted a significant contentmigration or integration project how would you
describe the experience
24 324 32
33 229 7
26 2128 7
35
46
41
28
31
30
35
14
3
hard drives on individual computers
department shared drives
organization shared drives
On-premise ECM platforms
On-premise content services platforms
Cloud-based content services platforms
On-premise SharePoint repositories
Cloud-based SharePoint and Office365repositories
Other (please specify)
From WHERE are you tryingto migrate content
17
20
20
33
25
40
25
31
2
hard drives on individual computers
department shared drives
organization shared drives
On-premise ECM platforms
On-premise content services platforms
Cloud-based content services platforms
On-premise SharePoint repositories
Cloud-based SharePoint and Office365repositories
Other (please specify)
Where are you trying to migrate content TO
Leaders
Average
Laggards
Agree or Disagree The term content integrationis well-understood in our organization
No opinionSomewhat agreeStrongly agree Somewhat disagree Strongly disagree
14
18
27
16
8 79
Improvecustomer
responsiveness
Improveknowledge
workerproductivity
Improveorganizationalflexibility and
agility
Reducebusiness risk
Avoid changingcurrent recordsmanagementand retention
policies
Avoid changingtransactional
processesbased on a
specificrepository
To make aphased
migration overtime possible
What is the MOST important reason to considera content integration platform
-1
4
13
-12
0
-1
-1
Improve customer responsiveness
Improve knowledge worker productivity
Improve organizational flexibility and agility
Reduce business risk
Avoid changing current records managementand retention policies
Avoid changing transactional processes basedon a specific repository
To make a phased migration over time possible
Percentage point difference between leading vs laggingorganizations -- THE most important potential benefit
of a content integration initiative
8
41
31
10 11
Great mdashSunshine and rainbows
Pretty good mdashA walk in the park
Not so good mdashA root canal
Awful mdashOpen heart surgery
We havenrsquot done a significant content
migration or integration yet
The last time your organization conducted a significant contentmigration or integration project how would you
describe the experience
24 324 32
33 229 7
26 2128 7
BUILDING AN EFFECTIVE STRATEGY FOR CONTENT INTEGRATION AND MIGRATION
copy AIIM 2019 wwwaiimorg 15 page AIIM Industry Watch
3 ndash How are end user organizations prioritizing their spending options in order to modernize their information toolkit
Content migration and content integration are clearly hot priorities for end-user organizations to 1) improve business and process agility and 2) improve knowledge worker productivity Over 60 of organizations say they are planning a significant content migration or integration initiative in the next 12 months
As mentioned earlier with regards to content integration it is important for those proposing these projects to take the high ground Certainly the direct savings that accrue from decommissioning a legacy system are important (27) as are the potential benefits within a particular business process (23) But the most important benefits to a significant migration or integration project are organizational ndash improved collaboration and access to information In short the benefits are directly tied to business agility and becoming a true digital business This is especially true as organizations shift their focus from improving specific point processes to transforming customer experiences and journeys across processes
The primary gatekeepers on these projects ndash those who should likely be on any buying andor implementation team ndash include 1) IT and IT services (likely most concerned about information security and systems integrity) 2) C-level executives (likely concerned about improving customer experiences and value) and 3) line-of-business operations executives (who can directly testify to the problems posed by siloed and inaccessible information) Actual budgets for these projects most likely reside with IT and IT Services
24
38
18
6
14
in 0-6 months in 6-12 months in 1-2 years in 2-3 years no projectsplanned
When are you planning your next significantcontent integration or migration project
27
23
44
5
direct cost savings fromdecommissioning a
legacy system
potential specificbusiness benefits tied
to a particular process
overall businessbenefits tied to
improved collaborationand access toinformation
Other (please specify)
As organizations consider the reasons for a large scaleECM migrationintegration project which do you think
is typically MOST important in getting theproject approved
42
71
15
19
29
18
15
30
18
36
20
Corporate amp Executive level
IT and IT Services
Sales
Marketing
Finance
Human Resources
Customer Service amp Support
Privacy amp Security
Legal
Operations
Records amp Information Management
Which of the following departments (please pick three)do you think are most critical in influencing approval
of a content migrationintegration project
11
55
3
0
7
4
3
3
1
5
9
Corporate amp Executive level
IT and IT Services
Sales
Marketing
Finance
Human Resources
Customer Service amp Support
Privacy amp Security
Legal
Operations
Records amp Information Management
Which department in your organization typicallyholds the budget or a significant content
migrationintegration project
Content Integration
Content Migration
Content Collaboration
What are your spending plans for each of thefollowing over the next 3-6months
no spending no plansspend less continue current spending spend more
$101 $101
$130
Content Integration Content Migration Content Collaboration
What was your budget last year for eachof the following (in 000s)
5118 6 26
4717 11 26
4918 8 25
24
38
18
6
14
in 0-6 months in 6-12 months in 1-2 years in 2-3 years no projectsplanned
When are you planning your next significantcontent integration or migration project
27
23
44
5
direct cost savings fromdecommissioning a
legacy system
potential specificbusiness benefits tied
to a particular process
overall businessbenefits tied to
improved collaborationand access toinformation
Other (please specify)
As organizations consider the reasons for a large scaleECM migrationintegration project which do you think
is typically MOST important in getting theproject approved
42
71
15
19
29
18
15
30
18
36
20
Corporate amp Executive level
IT and IT Services
Sales
Marketing
Finance
Human Resources
Customer Service amp Support
Privacy amp Security
Legal
Operations
Records amp Information Management
Which of the following departments (please pick three)do you think are most critical in influencing approval
of a content migrationintegration project
11
55
3
0
7
4
3
3
1
5
9
Corporate amp Executive level
IT and IT Services
Sales
Marketing
Finance
Human Resources
Customer Service amp Support
Privacy amp Security
Legal
Operations
Records amp Information Management
Which department in your organization typicallyholds the budget or a significant content
migrationintegration project
Content Integration
Content Migration
Content Collaboration
What are your spending plans for each of thefollowing over the next 3-6months
no spending no plansspend less continue current spending spend more
$101 $101
$130
Content Integration Content Migration Content Collaboration
What was your budget last year for eachof the following (in 000s)
5118 6 26
4717 11 26
4918 8 25
24
38
18
6
14
in 0-6 months in 6-12 months in 1-2 years in 2-3 years no projectsplanned
When are you planning your next significantcontent integration or migration project
27
23
44
5
direct cost savings fromdecommissioning a
legacy system
potential specificbusiness benefits tied
to a particular process
overall businessbenefits tied to
improved collaborationand access toinformation
Other (please specify)
As organizations consider the reasons for a large scaleECM migrationintegration project which do you think
is typically MOST important in getting theproject approved
42
71
15
19
29
18
15
30
18
36
20
Corporate amp Executive level
IT and IT Services
Sales
Marketing
Finance
Human Resources
Customer Service amp Support
Privacy amp Security
Legal
Operations
Records amp Information Management
Which of the following departments (please pick three)do you think are most critical in influencing approval
of a content migrationintegration project
11
55
3
0
7
4
3
3
1
5
9
Corporate amp Executive level
IT and IT Services
Sales
Marketing
Finance
Human Resources
Customer Service amp Support
Privacy amp Security
Legal
Operations
Records amp Information Management
Which department in your organization typicallyholds the budget or a significant content
migrationintegration project
Content Integration
Content Migration
Content Collaboration
What are your spending plans for each of thefollowing over the next 3-6months
no spending no plansspend less continue current spending spend more
$101 $101
$130
Content Integration Content Migration Content Collaboration
What was your budget last year for eachof the following (in 000s)
5118 6 26
4717 11 26
4918 8 25
BUILDING AN EFFECTIVE STRATEGY FOR CONTENT INTEGRATION AND MIGRATION
copy AIIM 2019 wwwaiimorg 16pageAIIM Industry Watch
Given that the primary strategic benefit from a content migration or integration project is likely improved knowledge worker productivity (access to information at the right time place and form) and process agility (more seamless integration of content in context into business processes) it is likely that many organizations are leveraging some spending focused on content collaboration into their migration and integration initiatives since the adoption of more modern approaches to collaboration also requires information platform modernization Annual budgets for each are robust and typically in excess of $100000 ndash and nearly 30 of organizations plan to increase this spending in the next 3-6 months
24
38
18
6
14
in 0-6 months in 6-12 months in 1-2 years in 2-3 years no projectsplanned
When are you planning your next significantcontent integration or migration project
27
23
44
5
direct cost savings fromdecommissioning a
legacy system
potential specificbusiness benefits tied
to a particular process
overall businessbenefits tied to
improved collaborationand access toinformation
Other (please specify)
As organizations consider the reasons for a large scaleECM migrationintegration project which do you think
is typically MOST important in getting theproject approved
42
71
15
19
29
18
15
30
18
36
20
Corporate amp Executive level
IT and IT Services
Sales
Marketing
Finance
Human Resources
Customer Service amp Support
Privacy amp Security
Legal
Operations
Records amp Information Management
Which of the following departments (please pick three)do you think are most critical in influencing approval
of a content migrationintegration project
11
55
3
0
7
4
3
3
1
5
9
Corporate amp Executive level
IT and IT Services
Sales
Marketing
Finance
Human Resources
Customer Service amp Support
Privacy amp Security
Legal
Operations
Records amp Information Management
Which department in your organization typicallyholds the budget or a significant content
migrationintegration project
Content Integration
Content Migration
Content Collaboration
What are your spending plans for each of thefollowing over the next 3-6months
no spending no plansspend less continue current spending spend more
$101 $101
$130
Content Integration Content Migration Content Collaboration
What was your budget last year for eachof the following (in 000s)
5118 6 26
4717 11 26
4918 8 25
24
38
18
6
14
in 0-6 months in 6-12 months in 1-2 years in 2-3 years no projectsplanned
When are you planning your next significantcontent integration or migration project
27
23
44
5
direct cost savings fromdecommissioning a
legacy system
potential specificbusiness benefits tied
to a particular process
overall businessbenefits tied to
improved collaborationand access toinformation
Other (please specify)
As organizations consider the reasons for a large scaleECM migrationintegration project which do you think
is typically MOST important in getting theproject approved
42
71
15
19
29
18
15
30
18
36
20
Corporate amp Executive level
IT and IT Services
Sales
Marketing
Finance
Human Resources
Customer Service amp Support
Privacy amp Security
Legal
Operations
Records amp Information Management
Which of the following departments (please pick three)do you think are most critical in influencing approval
of a content migrationintegration project
11
55
3
0
7
4
3
3
1
5
9
Corporate amp Executive level
IT and IT Services
Sales
Marketing
Finance
Human Resources
Customer Service amp Support
Privacy amp Security
Legal
Operations
Records amp Information Management
Which department in your organization typicallyholds the budget or a significant content
migrationintegration project
Content Integration
Content Migration
Content Collaboration
What are your spending plans for each of thefollowing over the next 3-6months
no spending no plansspend less continue current spending spend more
$101 $101
$130
Content Integration Content Migration Content Collaboration
What was your budget last year for eachof the following (in 000s)
5118 6 26
4717 11 26
4918 8 25
24
38
18
6
14
in 0-6 months in 6-12 months in 1-2 years in 2-3 years no projectsplanned
When are you planning your next significantcontent integration or migration project
27
23
44
5
direct cost savings fromdecommissioning a
legacy system
potential specificbusiness benefits tied
to a particular process
overall businessbenefits tied to
improved collaborationand access toinformation
Other (please specify)
As organizations consider the reasons for a large scaleECM migrationintegration project which do you think
is typically MOST important in getting theproject approved
42
71
15
19
29
18
15
30
18
36
20
Corporate amp Executive level
IT and IT Services
Sales
Marketing
Finance
Human Resources
Customer Service amp Support
Privacy amp Security
Legal
Operations
Records amp Information Management
Which of the following departments (please pick three)do you think are most critical in influencing approval
of a content migrationintegration project
11
55
3
0
7
4
3
3
1
5
9
Corporate amp Executive level
IT and IT Services
Sales
Marketing
Finance
Human Resources
Customer Service amp Support
Privacy amp Security
Legal
Operations
Records amp Information Management
Which department in your organization typicallyholds the budget or a significant content
migrationintegration project
Content Integration
Content Migration
Content Collaboration
What are your spending plans for each of thefollowing over the next 3-6months
no spending no plansspend less continue current spending spend more
$101 $101
$130
Content Integration Content Migration Content Collaboration
What was your budget last year for eachof the following (in 000s)
5118 6 26
4717 11 26
4918 8 25
BUILDING AN EFFECTIVE STRATEGY FOR CONTENT INTEGRATION AND MIGRATION
copy AIIM 2019 wwwaiimorg 17 page AIIM Industry Watch
Things You Need to Know AboutContent Integration and Migration
02
of organizations say migrating content and data from legacy content management systems into more modern systems is a problem
07
03 08
04 09
05
of organizations believe they must modernize their information management strategy in order to address rising levels of informationchaos
01
59
92
62
10
06
60
of organizations are planning asignificant content migration or integration initiative in the next12 months
of organizations struggle with integrating content management capabilities into core line-of-businesssystems
Nearly 40 of organizations have five or more major content management systems
40 They are seeking to move this content INTO 1) cloud-based content services platforms 2) on-premises ECM platforms and 3) cloud-based Office 365 and SharePoint repositories
User education needed - 44 of organizations say that ldquocontent integrationrdquo iswell-understood in their organization while 31disagree
44 31
For 44 the most important benefitsto a significant migration or integrationproject are organizational and strategic ndash improved collaboration and access to information ndash rather than mere cost savings
44
A key goal in any migration project is to avoid business disruption ndash 61 agree that ldquoavoiding a big bang migrationrdquo is an important priority61
Organizations have four primary sources of content that they want to move away from 1) departmental shared drives 2) organizational shared drives 3) individual shared drives and 4) on-premises SharePoint repositories
copy AIIM 2019 wwwaiimorg 18pageAIIM Industry Watch
Helix InternationalAward winning Enterprise Content Management (ECM) solutions company that offers individually tailored solutions to help Retire Migrate Integrate and Manage our customers ECM solutionsHelix International ensures critical data is protected stored and accessed lawfully with regard to the correct use access retention and deletion of data particularly with regard to the new GDPR in EuropeHelix International has successfully migrated 100s of ECM solutions
For further information please visit us at httpwwwhelix-intcom
DEVELOPED IN PARTNERSHIP WITH
AvePointAvePoint accelerates your digital transformation success Over 16000 companies and 6 million SharePoint and Office 365 users worldwide trust AvePoint software and services for their data migration management and protection needs in the cloud on-premises and hybrid environmentsA four-time Microsoft Partner of the Year AvePoint is a Microsoft Global ISV Partner and has been named to the Inc 500|5000 six times and the Deloitte Technology Fast 500trade five times Founded in 2001 AvePoint is privately held and headquartered in Jersey City NJ
Visit us at wwwavepointcom
copy AIIM 2019 wwwaiimorg 19 page AIIM Industry Watch
Systemware IncSystemware has been a pioneer in enterprise content management for nearly 40 years helping the worldrsquos largest and most highly regulated organizations capture content from a variety of business systems find it wherever it is stored and deliver it in the context needed for each business line Their content services platform Content Cloud allows organizations to transition from silos of enterprise content to a content services environment where they can simplify IT infrastructure reduce cost-to-serve and meet security and compliance requirements With Systemware Content Cloud organizations can break down information silos and transform their digital environmentsmdashimproving content access and use workflow efficiency and overall experience for users customers and partnersSystemware is committed to ensuring organizations meet information governance requirements in a manner that optimizes cost and complexity while providing a tailored experience for users Content Cloud helps organizations modernize their content management interoperate with a range of repositories and systems automate their processes personalize their experience and enable their content for business intelligence
For further information please visit us at httpswwwsystemwarecom
DEVELOPED IN PARTNERSHIP WITH
OpenTextOpenTexttrade Content Services help organizations Connect Content to their Digital BusinessOpenText Content Services include comprehensive capture content management and archiving solutions all available in the cloud on-premise or in flexible hybrid configurationsOpenText Content Services help organizations connect content to their digital business and transform to become Intelligent and Connected Enterprises by enhancing
The Digital Workplacebull Enabling the preferred productivity methods of a new generation
of knowledge workersbull Providing simple intuitive tools that drive creation sharing
and collaboration bull Delivering relevant content to users in context of daily tasks
The Digital Businessbull Extending into lead applications such as SAPreg Salesforcereg
and Microsoftregbull Applying metadata and governance rulesmdashautomatically
and consistentlybull Leveraging AI and machine learning for analytics and management
Governance and Securitybull Automating content lifecycle managementbull Implementing industry and government compliance protocolsbull Applying industry-leading security technology
OpenText Content Services Platforms are perennially recognized as Leaders by the most respected analyst firms
Learn more about OpenText Content Services athttpswwwopentextcomecm
More and more organizations face the need to migrate legacy content to a newer content suite either in the cloud or on-premise This may contain hundreds thousands or millions of files and documents with related metadata and business logic that need to be migrated Prove you have the skills to become the leader of your migration project with AIIMrsquos Certified Information Professional Designation
For further information click here
Require a Digital Leader to Help Drive Success
Content Migration Projects
LOOKING
FOR YOURNEXT STEP
CLICK HERE TO JOIN THE ONLINE DISCUSSION
Do you have a question about this research Would you like to discuss these findings with other members of AIIM
Here at AIIM we believe that information is your most important asset and we want to teach you the skills to manage it Wersquove felt this way since 1943 back when this community was foundedSure the technology has come a long way since then and the variety of information wersquore managing has changed a lot but one tenet has remained constant Wersquove always focused on the intersection of people processes and information We help organizations put information to workAIIM is a non-profit organization that provides independent research training and certification for information professionals
copy 2019AIIM8403 Colesville Road Suite 1100Silver Spring MD 20910 USA +1 301 587 8202 wwwaiimorg
AIIM EuropeOffice 1 Broomhall Business CentreWorcester WR5 2NT UK+44 (0)1905 727600wwwaiimorg
Whatrsquos NextThe CIP Can Help You and Your Organization Navigate the World of IIMNow is not the time to wait on your Digital Transformation initiative IIM practices and methodologies are critical to your success and AIIM can help Digital disruption calls for digital leaders with the skills and experience to optimize information assets and transform business Become that leader now through AIIMrsquos Certified Information Professional (CIP) programAIIM worked with industry experts and focus groups to define the body of knowledge necessary for information professionals to understand core IIM practice areas and methodologies built a certification and test based upon this body of knowledge that is available at locations around the world and created a set of training courses and materials to help information professionals prepare for the examination The path to CIP should be fairly simple for information practitioners who already have expertise and work experience AIIM has a number of resources that can help practitioners at all levels prepare to become a Certified Information Professionaln CIP Data Sheetn CIP Exam Outlinen CIP Study Guide (free to professional members
nonmember fee is $60 USD) n AIIM Training Coursesn Online CIP Prep Coursen In-Person CIP Prep Classesn Practice Exam
CIPs reflect a more integrated more holistic view of information management Changes in one process technology or practice invariably affect others in the organization CIPs are able to see the forest and the trees and understand and plan for these outcomes Because of this CIPs will identify and understand changes that could cause compliance issues thereby reducing liability Organizations that manage their information more effectively enjoy reduced costs faster time to market increased revenues and cash flow and increased business agility CIPs are uniquely positioned to help organizations achieve these benefits because they understand the interactions between different information intensive processes and activities
copy AIIM 2019 wwwaiimorg 13 page AIIM Industry Watch
A key goal in any migration project is to avoid business disruption ndash 61 agree that ldquoavoiding a big bang migrationrdquo is an important priority 57 ldquodonrsquot make a distinction between data migration and content migrationrdquoContent integration seeks to avoid some of the disruptive challenges associated with migration by using a platform to access and manage content without moving it A challenge in undertaking a content integration project is that the term is still not well-understood by organizations 44 of organizations agree that ldquocontent integrationrdquo is well-understood in their organization while 31 disagreeWhile there are myriad reasons for undertaking a content integration project two useful questions to ask are 1) how widespread is understanding of the term ldquocontent integrationrdquo and 2) what do users see as the MOST important reason for undertaking such an initiativeThe term ldquocontent integrationrdquo is currently better understood by solution providers than it is by end users This is not unusual sell-side companies are often eager to hop on new marketing terms as a source of differentiation as are analyst companies looking to distinguish their consulting practicesThe data suggests that the very companies that would most benefit from a content rationalization and integration initiative ndash those with profit or service performance problems relative to their peers ndash have the lowest understanding of what the term means This suggests the need for ldquotop of funnelrdquo market education efforts ndash so users can put a name to the problem they are experiencing ndash before immediately moving into sell mode These lagging companies understand they have a problem (92 say accessing content across different content platforms is a problem 30 percentage points higher than the result for average or leading organizations) but they have not yet assigned a name to the solution set tied to this problem and are thus likely to encounter internal friction during acquisition
Conventional wisdom suggests that cost reduction is a primary reason for undertaking such an initiative along with mitigating information risk tied to eDiscovery The data suggests that most organizations view the value of a migration or integration project higher on the chain The most important reason cited for undertaking such an initiative is to improve organizational flexibility and agility (27) followed closely by improving knowledge worker productivity (18) This suggests that end-user organizations understand the problems created in their organizations by overflowing and incompatible information silos and recognize the need to do something about them
35
46
41
28
31
30
35
14
3
hard drives on individual computers
department shared drives
organization shared drives
On-premise ECM platforms
On-premise content services platforms
Cloud-based content services platforms
On-premise SharePoint repositories
Cloud-based SharePoint and Office365repositories
Other (please specify)
From WHERE are you tryingto migrate content
17
20
20
33
25
40
25
31
2
hard drives on individual computers
department shared drives
organization shared drives
On-premise ECM platforms
On-premise content services platforms
Cloud-based content services platforms
On-premise SharePoint repositories
Cloud-based SharePoint and Office365repositories
Other (please specify)
Where are you trying to migrate content TO
Leaders
Average
Laggards
Agree or Disagree The term content integrationis well-understood in our organization
No opinionSomewhat agreeStrongly agree Somewhat disagree Strongly disagree
14
18
27
16
8 79
Improvecustomer
responsiveness
Improveknowledge
workerproductivity
Improveorganizationalflexibility and
agility
Reducebusiness risk
Avoid changingcurrent recordsmanagementand retention
policies
Avoid changingtransactional
processesbased on a
specificrepository
To make aphased
migration overtime possible
What is the MOST important reason to considera content integration platform
-1
4
13
-12
0
-1
-1
Improve customer responsiveness
Improve knowledge worker productivity
Improve organizational flexibility and agility
Reduce business risk
Avoid changing current records managementand retention policies
Avoid changing transactional processes basedon a specific repository
To make a phased migration over time possible
Percentage point difference between leading vs laggingorganizations -- THE most important potential benefit
of a content integration initiative
8
41
31
10 11
Great mdashSunshine and rainbows
Pretty good mdashA walk in the park
Not so good mdashA root canal
Awful mdashOpen heart surgery
We havenrsquot done a significant content
migration or integration yet
The last time your organization conducted a significant contentmigration or integration project how would you
describe the experience
24 324 32
33 229 7
26 2128 7
35
46
41
28
31
30
35
14
3
hard drives on individual computers
department shared drives
organization shared drives
On-premise ECM platforms
On-premise content services platforms
Cloud-based content services platforms
On-premise SharePoint repositories
Cloud-based SharePoint and Office365repositories
Other (please specify)
From WHERE are you tryingto migrate content
17
20
20
33
25
40
25
31
2
hard drives on individual computers
department shared drives
organization shared drives
On-premise ECM platforms
On-premise content services platforms
Cloud-based content services platforms
On-premise SharePoint repositories
Cloud-based SharePoint and Office365repositories
Other (please specify)
Where are you trying to migrate content TO
Leaders
Average
Laggards
Agree or Disagree The term content integrationis well-understood in our organization
No opinionSomewhat agreeStrongly agree Somewhat disagree Strongly disagree
14
18
27
16
8 79
Improvecustomer
responsiveness
Improveknowledge
workerproductivity
Improveorganizationalflexibility and
agility
Reducebusiness risk
Avoid changingcurrent recordsmanagementand retention
policies
Avoid changingtransactional
processesbased on a
specificrepository
To make aphased
migration overtime possible
What is the MOST important reason to considera content integration platform
-1
4
13
-12
0
-1
-1
Improve customer responsiveness
Improve knowledge worker productivity
Improve organizational flexibility and agility
Reduce business risk
Avoid changing current records managementand retention policies
Avoid changing transactional processes basedon a specific repository
To make a phased migration over time possible
Percentage point difference between leading vs laggingorganizations -- THE most important potential benefit
of a content integration initiative
8
41
31
10 11
Great mdashSunshine and rainbows
Pretty good mdashA walk in the park
Not so good mdashA root canal
Awful mdashOpen heart surgery
We havenrsquot done a significant content
migration or integration yet
The last time your organization conducted a significant contentmigration or integration project how would you
describe the experience
24 324 32
33 229 7
26 2128 7
BUILDING AN EFFECTIVE STRATEGY FOR CONTENT INTEGRATION AND MIGRATION
Additional reading from Avepoint ldquoWe want to make it easy to use a compliant environmentrdquosaid Ryan ldquoOur plan is that if someone wants a SharePoint site or Group Cloud Governance can help them fill out a questionnaire to label everything for them and get approval so they can self-serve to improve productivityrdquo Link to this reportJenny Ryan Digital Information Analyst Airways New Zealand
copy AIIM 2019 wwwaiimorg 14pageAIIM Industry Watch
The differences between leading and lagging organizations are most striking when looking at these ldquomost importantrdquo reasons Leading organizations are forward looking when they think about content integration focused on how such an initiative can build business agility and improve the effectiveness of knowledge workers Lagging organizations are relatively more focused upon the risk avoidance part of the equation
Whether undertaking a content migration or content integration project it is important to understand that in the past these kinds of projects have had mixed success The technologies and solutions focused on content migration and integration have changed ndash and improved ndash significantly in the last few years moving away from the dreaded ldquobig bangrdquo approaches that often loom large in institutional memories AI and content services allow organizations to approach content infrastructure modernization with a different and less disruptive toolkit than has historically been the case However the legacy of 41 of organizations that would describe these projects as either a ldquoroot canalrdquo or ldquoopen heart surgeryrdquo persists
35
46
41
28
31
30
35
14
3
hard drives on individual computers
department shared drives
organization shared drives
On-premise ECM platforms
On-premise content services platforms
Cloud-based content services platforms
On-premise SharePoint repositories
Cloud-based SharePoint and Office365repositories
Other (please specify)
From WHERE are you tryingto migrate content
17
20
20
33
25
40
25
31
2
hard drives on individual computers
department shared drives
organization shared drives
On-premise ECM platforms
On-premise content services platforms
Cloud-based content services platforms
On-premise SharePoint repositories
Cloud-based SharePoint and Office365repositories
Other (please specify)
Where are you trying to migrate content TO
Leaders
Average
Laggards
Agree or Disagree The term content integrationis well-understood in our organization
No opinionSomewhat agreeStrongly agree Somewhat disagree Strongly disagree
14
18
27
16
8 79
Improvecustomer
responsiveness
Improveknowledge
workerproductivity
Improveorganizationalflexibility and
agility
Reducebusiness risk
Avoid changingcurrent recordsmanagementand retention
policies
Avoid changingtransactional
processesbased on a
specificrepository
To make aphased
migration overtime possible
What is the MOST important reason to considera content integration platform
-1
4
13
-12
0
-1
-1
Improve customer responsiveness
Improve knowledge worker productivity
Improve organizational flexibility and agility
Reduce business risk
Avoid changing current records managementand retention policies
Avoid changing transactional processes basedon a specific repository
To make a phased migration over time possible
Percentage point difference between leading vs laggingorganizations -- THE most important potential benefit
of a content integration initiative
8
41
31
10 11
Great mdashSunshine and rainbows
Pretty good mdashA walk in the park
Not so good mdashA root canal
Awful mdashOpen heart surgery
We havenrsquot done a significant content
migration or integration yet
The last time your organization conducted a significant contentmigration or integration project how would you
describe the experience
24 324 32
33 229 7
26 2128 7
35
46
41
28
31
30
35
14
3
hard drives on individual computers
department shared drives
organization shared drives
On-premise ECM platforms
On-premise content services platforms
Cloud-based content services platforms
On-premise SharePoint repositories
Cloud-based SharePoint and Office365repositories
Other (please specify)
From WHERE are you tryingto migrate content
17
20
20
33
25
40
25
31
2
hard drives on individual computers
department shared drives
organization shared drives
On-premise ECM platforms
On-premise content services platforms
Cloud-based content services platforms
On-premise SharePoint repositories
Cloud-based SharePoint and Office365repositories
Other (please specify)
Where are you trying to migrate content TO
Leaders
Average
Laggards
Agree or Disagree The term content integrationis well-understood in our organization
No opinionSomewhat agreeStrongly agree Somewhat disagree Strongly disagree
14
18
27
16
8 79
Improvecustomer
responsiveness
Improveknowledge
workerproductivity
Improveorganizationalflexibility and
agility
Reducebusiness risk
Avoid changingcurrent recordsmanagementand retention
policies
Avoid changingtransactional
processesbased on a
specificrepository
To make aphased
migration overtime possible
What is the MOST important reason to considera content integration platform
-1
4
13
-12
0
-1
-1
Improve customer responsiveness
Improve knowledge worker productivity
Improve organizational flexibility and agility
Reduce business risk
Avoid changing current records managementand retention policies
Avoid changing transactional processes basedon a specific repository
To make a phased migration over time possible
Percentage point difference between leading vs laggingorganizations -- THE most important potential benefit
of a content integration initiative
8
41
31
10 11
Great mdashSunshine and rainbows
Pretty good mdashA walk in the park
Not so good mdashA root canal
Awful mdashOpen heart surgery
We havenrsquot done a significant content
migration or integration yet
The last time your organization conducted a significant contentmigration or integration project how would you
describe the experience
24 324 32
33 229 7
26 2128 7
BUILDING AN EFFECTIVE STRATEGY FOR CONTENT INTEGRATION AND MIGRATION
copy AIIM 2019 wwwaiimorg 15 page AIIM Industry Watch
3 ndash How are end user organizations prioritizing their spending options in order to modernize their information toolkit
Content migration and content integration are clearly hot priorities for end-user organizations to 1) improve business and process agility and 2) improve knowledge worker productivity Over 60 of organizations say they are planning a significant content migration or integration initiative in the next 12 months
As mentioned earlier with regards to content integration it is important for those proposing these projects to take the high ground Certainly the direct savings that accrue from decommissioning a legacy system are important (27) as are the potential benefits within a particular business process (23) But the most important benefits to a significant migration or integration project are organizational ndash improved collaboration and access to information In short the benefits are directly tied to business agility and becoming a true digital business This is especially true as organizations shift their focus from improving specific point processes to transforming customer experiences and journeys across processes
The primary gatekeepers on these projects ndash those who should likely be on any buying andor implementation team ndash include 1) IT and IT services (likely most concerned about information security and systems integrity) 2) C-level executives (likely concerned about improving customer experiences and value) and 3) line-of-business operations executives (who can directly testify to the problems posed by siloed and inaccessible information) Actual budgets for these projects most likely reside with IT and IT Services
24
38
18
6
14
in 0-6 months in 6-12 months in 1-2 years in 2-3 years no projectsplanned
When are you planning your next significantcontent integration or migration project
27
23
44
5
direct cost savings fromdecommissioning a
legacy system
potential specificbusiness benefits tied
to a particular process
overall businessbenefits tied to
improved collaborationand access toinformation
Other (please specify)
As organizations consider the reasons for a large scaleECM migrationintegration project which do you think
is typically MOST important in getting theproject approved
42
71
15
19
29
18
15
30
18
36
20
Corporate amp Executive level
IT and IT Services
Sales
Marketing
Finance
Human Resources
Customer Service amp Support
Privacy amp Security
Legal
Operations
Records amp Information Management
Which of the following departments (please pick three)do you think are most critical in influencing approval
of a content migrationintegration project
11
55
3
0
7
4
3
3
1
5
9
Corporate amp Executive level
IT and IT Services
Sales
Marketing
Finance
Human Resources
Customer Service amp Support
Privacy amp Security
Legal
Operations
Records amp Information Management
Which department in your organization typicallyholds the budget or a significant content
migrationintegration project
Content Integration
Content Migration
Content Collaboration
What are your spending plans for each of thefollowing over the next 3-6months
no spending no plansspend less continue current spending spend more
$101 $101
$130
Content Integration Content Migration Content Collaboration
What was your budget last year for eachof the following (in 000s)
5118 6 26
4717 11 26
4918 8 25
24
38
18
6
14
in 0-6 months in 6-12 months in 1-2 years in 2-3 years no projectsplanned
When are you planning your next significantcontent integration or migration project
27
23
44
5
direct cost savings fromdecommissioning a
legacy system
potential specificbusiness benefits tied
to a particular process
overall businessbenefits tied to
improved collaborationand access toinformation
Other (please specify)
As organizations consider the reasons for a large scaleECM migrationintegration project which do you think
is typically MOST important in getting theproject approved
42
71
15
19
29
18
15
30
18
36
20
Corporate amp Executive level
IT and IT Services
Sales
Marketing
Finance
Human Resources
Customer Service amp Support
Privacy amp Security
Legal
Operations
Records amp Information Management
Which of the following departments (please pick three)do you think are most critical in influencing approval
of a content migrationintegration project
11
55
3
0
7
4
3
3
1
5
9
Corporate amp Executive level
IT and IT Services
Sales
Marketing
Finance
Human Resources
Customer Service amp Support
Privacy amp Security
Legal
Operations
Records amp Information Management
Which department in your organization typicallyholds the budget or a significant content
migrationintegration project
Content Integration
Content Migration
Content Collaboration
What are your spending plans for each of thefollowing over the next 3-6months
no spending no plansspend less continue current spending spend more
$101 $101
$130
Content Integration Content Migration Content Collaboration
What was your budget last year for eachof the following (in 000s)
5118 6 26
4717 11 26
4918 8 25
24
38
18
6
14
in 0-6 months in 6-12 months in 1-2 years in 2-3 years no projectsplanned
When are you planning your next significantcontent integration or migration project
27
23
44
5
direct cost savings fromdecommissioning a
legacy system
potential specificbusiness benefits tied
to a particular process
overall businessbenefits tied to
improved collaborationand access toinformation
Other (please specify)
As organizations consider the reasons for a large scaleECM migrationintegration project which do you think
is typically MOST important in getting theproject approved
42
71
15
19
29
18
15
30
18
36
20
Corporate amp Executive level
IT and IT Services
Sales
Marketing
Finance
Human Resources
Customer Service amp Support
Privacy amp Security
Legal
Operations
Records amp Information Management
Which of the following departments (please pick three)do you think are most critical in influencing approval
of a content migrationintegration project
11
55
3
0
7
4
3
3
1
5
9
Corporate amp Executive level
IT and IT Services
Sales
Marketing
Finance
Human Resources
Customer Service amp Support
Privacy amp Security
Legal
Operations
Records amp Information Management
Which department in your organization typicallyholds the budget or a significant content
migrationintegration project
Content Integration
Content Migration
Content Collaboration
What are your spending plans for each of thefollowing over the next 3-6months
no spending no plansspend less continue current spending spend more
$101 $101
$130
Content Integration Content Migration Content Collaboration
What was your budget last year for eachof the following (in 000s)
5118 6 26
4717 11 26
4918 8 25
BUILDING AN EFFECTIVE STRATEGY FOR CONTENT INTEGRATION AND MIGRATION
copy AIIM 2019 wwwaiimorg 16pageAIIM Industry Watch
Given that the primary strategic benefit from a content migration or integration project is likely improved knowledge worker productivity (access to information at the right time place and form) and process agility (more seamless integration of content in context into business processes) it is likely that many organizations are leveraging some spending focused on content collaboration into their migration and integration initiatives since the adoption of more modern approaches to collaboration also requires information platform modernization Annual budgets for each are robust and typically in excess of $100000 ndash and nearly 30 of organizations plan to increase this spending in the next 3-6 months
24
38
18
6
14
in 0-6 months in 6-12 months in 1-2 years in 2-3 years no projectsplanned
When are you planning your next significantcontent integration or migration project
27
23
44
5
direct cost savings fromdecommissioning a
legacy system
potential specificbusiness benefits tied
to a particular process
overall businessbenefits tied to
improved collaborationand access toinformation
Other (please specify)
As organizations consider the reasons for a large scaleECM migrationintegration project which do you think
is typically MOST important in getting theproject approved
42
71
15
19
29
18
15
30
18
36
20
Corporate amp Executive level
IT and IT Services
Sales
Marketing
Finance
Human Resources
Customer Service amp Support
Privacy amp Security
Legal
Operations
Records amp Information Management
Which of the following departments (please pick three)do you think are most critical in influencing approval
of a content migrationintegration project
11
55
3
0
7
4
3
3
1
5
9
Corporate amp Executive level
IT and IT Services
Sales
Marketing
Finance
Human Resources
Customer Service amp Support
Privacy amp Security
Legal
Operations
Records amp Information Management
Which department in your organization typicallyholds the budget or a significant content
migrationintegration project
Content Integration
Content Migration
Content Collaboration
What are your spending plans for each of thefollowing over the next 3-6months
no spending no plansspend less continue current spending spend more
$101 $101
$130
Content Integration Content Migration Content Collaboration
What was your budget last year for eachof the following (in 000s)
5118 6 26
4717 11 26
4918 8 25
24
38
18
6
14
in 0-6 months in 6-12 months in 1-2 years in 2-3 years no projectsplanned
When are you planning your next significantcontent integration or migration project
27
23
44
5
direct cost savings fromdecommissioning a
legacy system
potential specificbusiness benefits tied
to a particular process
overall businessbenefits tied to
improved collaborationand access toinformation
Other (please specify)
As organizations consider the reasons for a large scaleECM migrationintegration project which do you think
is typically MOST important in getting theproject approved
42
71
15
19
29
18
15
30
18
36
20
Corporate amp Executive level
IT and IT Services
Sales
Marketing
Finance
Human Resources
Customer Service amp Support
Privacy amp Security
Legal
Operations
Records amp Information Management
Which of the following departments (please pick three)do you think are most critical in influencing approval
of a content migrationintegration project
11
55
3
0
7
4
3
3
1
5
9
Corporate amp Executive level
IT and IT Services
Sales
Marketing
Finance
Human Resources
Customer Service amp Support
Privacy amp Security
Legal
Operations
Records amp Information Management
Which department in your organization typicallyholds the budget or a significant content
migrationintegration project
Content Integration
Content Migration
Content Collaboration
What are your spending plans for each of thefollowing over the next 3-6months
no spending no plansspend less continue current spending spend more
$101 $101
$130
Content Integration Content Migration Content Collaboration
What was your budget last year for eachof the following (in 000s)
5118 6 26
4717 11 26
4918 8 25
24
38
18
6
14
in 0-6 months in 6-12 months in 1-2 years in 2-3 years no projectsplanned
When are you planning your next significantcontent integration or migration project
27
23
44
5
direct cost savings fromdecommissioning a
legacy system
potential specificbusiness benefits tied
to a particular process
overall businessbenefits tied to
improved collaborationand access toinformation
Other (please specify)
As organizations consider the reasons for a large scaleECM migrationintegration project which do you think
is typically MOST important in getting theproject approved
42
71
15
19
29
18
15
30
18
36
20
Corporate amp Executive level
IT and IT Services
Sales
Marketing
Finance
Human Resources
Customer Service amp Support
Privacy amp Security
Legal
Operations
Records amp Information Management
Which of the following departments (please pick three)do you think are most critical in influencing approval
of a content migrationintegration project
11
55
3
0
7
4
3
3
1
5
9
Corporate amp Executive level
IT and IT Services
Sales
Marketing
Finance
Human Resources
Customer Service amp Support
Privacy amp Security
Legal
Operations
Records amp Information Management
Which department in your organization typicallyholds the budget or a significant content
migrationintegration project
Content Integration
Content Migration
Content Collaboration
What are your spending plans for each of thefollowing over the next 3-6months
no spending no plansspend less continue current spending spend more
$101 $101
$130
Content Integration Content Migration Content Collaboration
What was your budget last year for eachof the following (in 000s)
5118 6 26
4717 11 26
4918 8 25
BUILDING AN EFFECTIVE STRATEGY FOR CONTENT INTEGRATION AND MIGRATION
copy AIIM 2019 wwwaiimorg 17 page AIIM Industry Watch
Things You Need to Know AboutContent Integration and Migration
02
of organizations say migrating content and data from legacy content management systems into more modern systems is a problem
07
03 08
04 09
05
of organizations believe they must modernize their information management strategy in order to address rising levels of informationchaos
01
59
92
62
10
06
60
of organizations are planning asignificant content migration or integration initiative in the next12 months
of organizations struggle with integrating content management capabilities into core line-of-businesssystems
Nearly 40 of organizations have five or more major content management systems
40 They are seeking to move this content INTO 1) cloud-based content services platforms 2) on-premises ECM platforms and 3) cloud-based Office 365 and SharePoint repositories
User education needed - 44 of organizations say that ldquocontent integrationrdquo iswell-understood in their organization while 31disagree
44 31
For 44 the most important benefitsto a significant migration or integrationproject are organizational and strategic ndash improved collaboration and access to information ndash rather than mere cost savings
44
A key goal in any migration project is to avoid business disruption ndash 61 agree that ldquoavoiding a big bang migrationrdquo is an important priority61
Organizations have four primary sources of content that they want to move away from 1) departmental shared drives 2) organizational shared drives 3) individual shared drives and 4) on-premises SharePoint repositories
copy AIIM 2019 wwwaiimorg 18pageAIIM Industry Watch
Helix InternationalAward winning Enterprise Content Management (ECM) solutions company that offers individually tailored solutions to help Retire Migrate Integrate and Manage our customers ECM solutionsHelix International ensures critical data is protected stored and accessed lawfully with regard to the correct use access retention and deletion of data particularly with regard to the new GDPR in EuropeHelix International has successfully migrated 100s of ECM solutions
For further information please visit us at httpwwwhelix-intcom
DEVELOPED IN PARTNERSHIP WITH
AvePointAvePoint accelerates your digital transformation success Over 16000 companies and 6 million SharePoint and Office 365 users worldwide trust AvePoint software and services for their data migration management and protection needs in the cloud on-premises and hybrid environmentsA four-time Microsoft Partner of the Year AvePoint is a Microsoft Global ISV Partner and has been named to the Inc 500|5000 six times and the Deloitte Technology Fast 500trade five times Founded in 2001 AvePoint is privately held and headquartered in Jersey City NJ
Visit us at wwwavepointcom
copy AIIM 2019 wwwaiimorg 19 page AIIM Industry Watch
Systemware IncSystemware has been a pioneer in enterprise content management for nearly 40 years helping the worldrsquos largest and most highly regulated organizations capture content from a variety of business systems find it wherever it is stored and deliver it in the context needed for each business line Their content services platform Content Cloud allows organizations to transition from silos of enterprise content to a content services environment where they can simplify IT infrastructure reduce cost-to-serve and meet security and compliance requirements With Systemware Content Cloud organizations can break down information silos and transform their digital environmentsmdashimproving content access and use workflow efficiency and overall experience for users customers and partnersSystemware is committed to ensuring organizations meet information governance requirements in a manner that optimizes cost and complexity while providing a tailored experience for users Content Cloud helps organizations modernize their content management interoperate with a range of repositories and systems automate their processes personalize their experience and enable their content for business intelligence
For further information please visit us at httpswwwsystemwarecom
DEVELOPED IN PARTNERSHIP WITH
OpenTextOpenTexttrade Content Services help organizations Connect Content to their Digital BusinessOpenText Content Services include comprehensive capture content management and archiving solutions all available in the cloud on-premise or in flexible hybrid configurationsOpenText Content Services help organizations connect content to their digital business and transform to become Intelligent and Connected Enterprises by enhancing
The Digital Workplacebull Enabling the preferred productivity methods of a new generation
of knowledge workersbull Providing simple intuitive tools that drive creation sharing
and collaboration bull Delivering relevant content to users in context of daily tasks
The Digital Businessbull Extending into lead applications such as SAPreg Salesforcereg
and Microsoftregbull Applying metadata and governance rulesmdashautomatically
and consistentlybull Leveraging AI and machine learning for analytics and management
Governance and Securitybull Automating content lifecycle managementbull Implementing industry and government compliance protocolsbull Applying industry-leading security technology
OpenText Content Services Platforms are perennially recognized as Leaders by the most respected analyst firms
Learn more about OpenText Content Services athttpswwwopentextcomecm
More and more organizations face the need to migrate legacy content to a newer content suite either in the cloud or on-premise This may contain hundreds thousands or millions of files and documents with related metadata and business logic that need to be migrated Prove you have the skills to become the leader of your migration project with AIIMrsquos Certified Information Professional Designation
For further information click here
Require a Digital Leader to Help Drive Success
Content Migration Projects
LOOKING
FOR YOURNEXT STEP
CLICK HERE TO JOIN THE ONLINE DISCUSSION
Do you have a question about this research Would you like to discuss these findings with other members of AIIM
Here at AIIM we believe that information is your most important asset and we want to teach you the skills to manage it Wersquove felt this way since 1943 back when this community was foundedSure the technology has come a long way since then and the variety of information wersquore managing has changed a lot but one tenet has remained constant Wersquove always focused on the intersection of people processes and information We help organizations put information to workAIIM is a non-profit organization that provides independent research training and certification for information professionals
copy 2019AIIM8403 Colesville Road Suite 1100Silver Spring MD 20910 USA +1 301 587 8202 wwwaiimorg
AIIM EuropeOffice 1 Broomhall Business CentreWorcester WR5 2NT UK+44 (0)1905 727600wwwaiimorg
Whatrsquos NextThe CIP Can Help You and Your Organization Navigate the World of IIMNow is not the time to wait on your Digital Transformation initiative IIM practices and methodologies are critical to your success and AIIM can help Digital disruption calls for digital leaders with the skills and experience to optimize information assets and transform business Become that leader now through AIIMrsquos Certified Information Professional (CIP) programAIIM worked with industry experts and focus groups to define the body of knowledge necessary for information professionals to understand core IIM practice areas and methodologies built a certification and test based upon this body of knowledge that is available at locations around the world and created a set of training courses and materials to help information professionals prepare for the examination The path to CIP should be fairly simple for information practitioners who already have expertise and work experience AIIM has a number of resources that can help practitioners at all levels prepare to become a Certified Information Professionaln CIP Data Sheetn CIP Exam Outlinen CIP Study Guide (free to professional members
nonmember fee is $60 USD) n AIIM Training Coursesn Online CIP Prep Coursen In-Person CIP Prep Classesn Practice Exam
CIPs reflect a more integrated more holistic view of information management Changes in one process technology or practice invariably affect others in the organization CIPs are able to see the forest and the trees and understand and plan for these outcomes Because of this CIPs will identify and understand changes that could cause compliance issues thereby reducing liability Organizations that manage their information more effectively enjoy reduced costs faster time to market increased revenues and cash flow and increased business agility CIPs are uniquely positioned to help organizations achieve these benefits because they understand the interactions between different information intensive processes and activities
copy AIIM 2019 wwwaiimorg 14pageAIIM Industry Watch
The differences between leading and lagging organizations are most striking when looking at these ldquomost importantrdquo reasons Leading organizations are forward looking when they think about content integration focused on how such an initiative can build business agility and improve the effectiveness of knowledge workers Lagging organizations are relatively more focused upon the risk avoidance part of the equation
Whether undertaking a content migration or content integration project it is important to understand that in the past these kinds of projects have had mixed success The technologies and solutions focused on content migration and integration have changed ndash and improved ndash significantly in the last few years moving away from the dreaded ldquobig bangrdquo approaches that often loom large in institutional memories AI and content services allow organizations to approach content infrastructure modernization with a different and less disruptive toolkit than has historically been the case However the legacy of 41 of organizations that would describe these projects as either a ldquoroot canalrdquo or ldquoopen heart surgeryrdquo persists
35
46
41
28
31
30
35
14
3
hard drives on individual computers
department shared drives
organization shared drives
On-premise ECM platforms
On-premise content services platforms
Cloud-based content services platforms
On-premise SharePoint repositories
Cloud-based SharePoint and Office365repositories
Other (please specify)
From WHERE are you tryingto migrate content
17
20
20
33
25
40
25
31
2
hard drives on individual computers
department shared drives
organization shared drives
On-premise ECM platforms
On-premise content services platforms
Cloud-based content services platforms
On-premise SharePoint repositories
Cloud-based SharePoint and Office365repositories
Other (please specify)
Where are you trying to migrate content TO
Leaders
Average
Laggards
Agree or Disagree The term content integrationis well-understood in our organization
No opinionSomewhat agreeStrongly agree Somewhat disagree Strongly disagree
14
18
27
16
8 79
Improvecustomer
responsiveness
Improveknowledge
workerproductivity
Improveorganizationalflexibility and
agility
Reducebusiness risk
Avoid changingcurrent recordsmanagementand retention
policies
Avoid changingtransactional
processesbased on a
specificrepository
To make aphased
migration overtime possible
What is the MOST important reason to considera content integration platform
-1
4
13
-12
0
-1
-1
Improve customer responsiveness
Improve knowledge worker productivity
Improve organizational flexibility and agility
Reduce business risk
Avoid changing current records managementand retention policies
Avoid changing transactional processes basedon a specific repository
To make a phased migration over time possible
Percentage point difference between leading vs laggingorganizations -- THE most important potential benefit
of a content integration initiative
8
41
31
10 11
Great mdashSunshine and rainbows
Pretty good mdashA walk in the park
Not so good mdashA root canal
Awful mdashOpen heart surgery
We havenrsquot done a significant content
migration or integration yet
The last time your organization conducted a significant contentmigration or integration project how would you
describe the experience
24 324 32
33 229 7
26 2128 7
35
46
41
28
31
30
35
14
3
hard drives on individual computers
department shared drives
organization shared drives
On-premise ECM platforms
On-premise content services platforms
Cloud-based content services platforms
On-premise SharePoint repositories
Cloud-based SharePoint and Office365repositories
Other (please specify)
From WHERE are you tryingto migrate content
17
20
20
33
25
40
25
31
2
hard drives on individual computers
department shared drives
organization shared drives
On-premise ECM platforms
On-premise content services platforms
Cloud-based content services platforms
On-premise SharePoint repositories
Cloud-based SharePoint and Office365repositories
Other (please specify)
Where are you trying to migrate content TO
Leaders
Average
Laggards
Agree or Disagree The term content integrationis well-understood in our organization
No opinionSomewhat agreeStrongly agree Somewhat disagree Strongly disagree
14
18
27
16
8 79
Improvecustomer
responsiveness
Improveknowledge
workerproductivity
Improveorganizationalflexibility and
agility
Reducebusiness risk
Avoid changingcurrent recordsmanagementand retention
policies
Avoid changingtransactional
processesbased on a
specificrepository
To make aphased
migration overtime possible
What is the MOST important reason to considera content integration platform
-1
4
13
-12
0
-1
-1
Improve customer responsiveness
Improve knowledge worker productivity
Improve organizational flexibility and agility
Reduce business risk
Avoid changing current records managementand retention policies
Avoid changing transactional processes basedon a specific repository
To make a phased migration over time possible
Percentage point difference between leading vs laggingorganizations -- THE most important potential benefit
of a content integration initiative
8
41
31
10 11
Great mdashSunshine and rainbows
Pretty good mdashA walk in the park
Not so good mdashA root canal
Awful mdashOpen heart surgery
We havenrsquot done a significant content
migration or integration yet
The last time your organization conducted a significant contentmigration or integration project how would you
describe the experience
24 324 32
33 229 7
26 2128 7
BUILDING AN EFFECTIVE STRATEGY FOR CONTENT INTEGRATION AND MIGRATION
copy AIIM 2019 wwwaiimorg 15 page AIIM Industry Watch
3 ndash How are end user organizations prioritizing their spending options in order to modernize their information toolkit
Content migration and content integration are clearly hot priorities for end-user organizations to 1) improve business and process agility and 2) improve knowledge worker productivity Over 60 of organizations say they are planning a significant content migration or integration initiative in the next 12 months
As mentioned earlier with regards to content integration it is important for those proposing these projects to take the high ground Certainly the direct savings that accrue from decommissioning a legacy system are important (27) as are the potential benefits within a particular business process (23) But the most important benefits to a significant migration or integration project are organizational ndash improved collaboration and access to information In short the benefits are directly tied to business agility and becoming a true digital business This is especially true as organizations shift their focus from improving specific point processes to transforming customer experiences and journeys across processes
The primary gatekeepers on these projects ndash those who should likely be on any buying andor implementation team ndash include 1) IT and IT services (likely most concerned about information security and systems integrity) 2) C-level executives (likely concerned about improving customer experiences and value) and 3) line-of-business operations executives (who can directly testify to the problems posed by siloed and inaccessible information) Actual budgets for these projects most likely reside with IT and IT Services
24
38
18
6
14
in 0-6 months in 6-12 months in 1-2 years in 2-3 years no projectsplanned
When are you planning your next significantcontent integration or migration project
27
23
44
5
direct cost savings fromdecommissioning a
legacy system
potential specificbusiness benefits tied
to a particular process
overall businessbenefits tied to
improved collaborationand access toinformation
Other (please specify)
As organizations consider the reasons for a large scaleECM migrationintegration project which do you think
is typically MOST important in getting theproject approved
42
71
15
19
29
18
15
30
18
36
20
Corporate amp Executive level
IT and IT Services
Sales
Marketing
Finance
Human Resources
Customer Service amp Support
Privacy amp Security
Legal
Operations
Records amp Information Management
Which of the following departments (please pick three)do you think are most critical in influencing approval
of a content migrationintegration project
11
55
3
0
7
4
3
3
1
5
9
Corporate amp Executive level
IT and IT Services
Sales
Marketing
Finance
Human Resources
Customer Service amp Support
Privacy amp Security
Legal
Operations
Records amp Information Management
Which department in your organization typicallyholds the budget or a significant content
migrationintegration project
Content Integration
Content Migration
Content Collaboration
What are your spending plans for each of thefollowing over the next 3-6months
no spending no plansspend less continue current spending spend more
$101 $101
$130
Content Integration Content Migration Content Collaboration
What was your budget last year for eachof the following (in 000s)
5118 6 26
4717 11 26
4918 8 25
24
38
18
6
14
in 0-6 months in 6-12 months in 1-2 years in 2-3 years no projectsplanned
When are you planning your next significantcontent integration or migration project
27
23
44
5
direct cost savings fromdecommissioning a
legacy system
potential specificbusiness benefits tied
to a particular process
overall businessbenefits tied to
improved collaborationand access toinformation
Other (please specify)
As organizations consider the reasons for a large scaleECM migrationintegration project which do you think
is typically MOST important in getting theproject approved
42
71
15
19
29
18
15
30
18
36
20
Corporate amp Executive level
IT and IT Services
Sales
Marketing
Finance
Human Resources
Customer Service amp Support
Privacy amp Security
Legal
Operations
Records amp Information Management
Which of the following departments (please pick three)do you think are most critical in influencing approval
of a content migrationintegration project
11
55
3
0
7
4
3
3
1
5
9
Corporate amp Executive level
IT and IT Services
Sales
Marketing
Finance
Human Resources
Customer Service amp Support
Privacy amp Security
Legal
Operations
Records amp Information Management
Which department in your organization typicallyholds the budget or a significant content
migrationintegration project
Content Integration
Content Migration
Content Collaboration
What are your spending plans for each of thefollowing over the next 3-6months
no spending no plansspend less continue current spending spend more
$101 $101
$130
Content Integration Content Migration Content Collaboration
What was your budget last year for eachof the following (in 000s)
5118 6 26
4717 11 26
4918 8 25
24
38
18
6
14
in 0-6 months in 6-12 months in 1-2 years in 2-3 years no projectsplanned
When are you planning your next significantcontent integration or migration project
27
23
44
5
direct cost savings fromdecommissioning a
legacy system
potential specificbusiness benefits tied
to a particular process
overall businessbenefits tied to
improved collaborationand access toinformation
Other (please specify)
As organizations consider the reasons for a large scaleECM migrationintegration project which do you think
is typically MOST important in getting theproject approved
42
71
15
19
29
18
15
30
18
36
20
Corporate amp Executive level
IT and IT Services
Sales
Marketing
Finance
Human Resources
Customer Service amp Support
Privacy amp Security
Legal
Operations
Records amp Information Management
Which of the following departments (please pick three)do you think are most critical in influencing approval
of a content migrationintegration project
11
55
3
0
7
4
3
3
1
5
9
Corporate amp Executive level
IT and IT Services
Sales
Marketing
Finance
Human Resources
Customer Service amp Support
Privacy amp Security
Legal
Operations
Records amp Information Management
Which department in your organization typicallyholds the budget or a significant content
migrationintegration project
Content Integration
Content Migration
Content Collaboration
What are your spending plans for each of thefollowing over the next 3-6months
no spending no plansspend less continue current spending spend more
$101 $101
$130
Content Integration Content Migration Content Collaboration
What was your budget last year for eachof the following (in 000s)
5118 6 26
4717 11 26
4918 8 25
BUILDING AN EFFECTIVE STRATEGY FOR CONTENT INTEGRATION AND MIGRATION
copy AIIM 2019 wwwaiimorg 16pageAIIM Industry Watch
Given that the primary strategic benefit from a content migration or integration project is likely improved knowledge worker productivity (access to information at the right time place and form) and process agility (more seamless integration of content in context into business processes) it is likely that many organizations are leveraging some spending focused on content collaboration into their migration and integration initiatives since the adoption of more modern approaches to collaboration also requires information platform modernization Annual budgets for each are robust and typically in excess of $100000 ndash and nearly 30 of organizations plan to increase this spending in the next 3-6 months
24
38
18
6
14
in 0-6 months in 6-12 months in 1-2 years in 2-3 years no projectsplanned
When are you planning your next significantcontent integration or migration project
27
23
44
5
direct cost savings fromdecommissioning a
legacy system
potential specificbusiness benefits tied
to a particular process
overall businessbenefits tied to
improved collaborationand access toinformation
Other (please specify)
As organizations consider the reasons for a large scaleECM migrationintegration project which do you think
is typically MOST important in getting theproject approved
42
71
15
19
29
18
15
30
18
36
20
Corporate amp Executive level
IT and IT Services
Sales
Marketing
Finance
Human Resources
Customer Service amp Support
Privacy amp Security
Legal
Operations
Records amp Information Management
Which of the following departments (please pick three)do you think are most critical in influencing approval
of a content migrationintegration project
11
55
3
0
7
4
3
3
1
5
9
Corporate amp Executive level
IT and IT Services
Sales
Marketing
Finance
Human Resources
Customer Service amp Support
Privacy amp Security
Legal
Operations
Records amp Information Management
Which department in your organization typicallyholds the budget or a significant content
migrationintegration project
Content Integration
Content Migration
Content Collaboration
What are your spending plans for each of thefollowing over the next 3-6months
no spending no plansspend less continue current spending spend more
$101 $101
$130
Content Integration Content Migration Content Collaboration
What was your budget last year for eachof the following (in 000s)
5118 6 26
4717 11 26
4918 8 25
24
38
18
6
14
in 0-6 months in 6-12 months in 1-2 years in 2-3 years no projectsplanned
When are you planning your next significantcontent integration or migration project
27
23
44
5
direct cost savings fromdecommissioning a
legacy system
potential specificbusiness benefits tied
to a particular process
overall businessbenefits tied to
improved collaborationand access toinformation
Other (please specify)
As organizations consider the reasons for a large scaleECM migrationintegration project which do you think
is typically MOST important in getting theproject approved
42
71
15
19
29
18
15
30
18
36
20
Corporate amp Executive level
IT and IT Services
Sales
Marketing
Finance
Human Resources
Customer Service amp Support
Privacy amp Security
Legal
Operations
Records amp Information Management
Which of the following departments (please pick three)do you think are most critical in influencing approval
of a content migrationintegration project
11
55
3
0
7
4
3
3
1
5
9
Corporate amp Executive level
IT and IT Services
Sales
Marketing
Finance
Human Resources
Customer Service amp Support
Privacy amp Security
Legal
Operations
Records amp Information Management
Which department in your organization typicallyholds the budget or a significant content
migrationintegration project
Content Integration
Content Migration
Content Collaboration
What are your spending plans for each of thefollowing over the next 3-6months
no spending no plansspend less continue current spending spend more
$101 $101
$130
Content Integration Content Migration Content Collaboration
What was your budget last year for eachof the following (in 000s)
5118 6 26
4717 11 26
4918 8 25
24
38
18
6
14
in 0-6 months in 6-12 months in 1-2 years in 2-3 years no projectsplanned
When are you planning your next significantcontent integration or migration project
27
23
44
5
direct cost savings fromdecommissioning a
legacy system
potential specificbusiness benefits tied
to a particular process
overall businessbenefits tied to
improved collaborationand access toinformation
Other (please specify)
As organizations consider the reasons for a large scaleECM migrationintegration project which do you think
is typically MOST important in getting theproject approved
42
71
15
19
29
18
15
30
18
36
20
Corporate amp Executive level
IT and IT Services
Sales
Marketing
Finance
Human Resources
Customer Service amp Support
Privacy amp Security
Legal
Operations
Records amp Information Management
Which of the following departments (please pick three)do you think are most critical in influencing approval
of a content migrationintegration project
11
55
3
0
7
4
3
3
1
5
9
Corporate amp Executive level
IT and IT Services
Sales
Marketing
Finance
Human Resources
Customer Service amp Support
Privacy amp Security
Legal
Operations
Records amp Information Management
Which department in your organization typicallyholds the budget or a significant content
migrationintegration project
Content Integration
Content Migration
Content Collaboration
What are your spending plans for each of thefollowing over the next 3-6months
no spending no plansspend less continue current spending spend more
$101 $101
$130
Content Integration Content Migration Content Collaboration
What was your budget last year for eachof the following (in 000s)
5118 6 26
4717 11 26
4918 8 25
BUILDING AN EFFECTIVE STRATEGY FOR CONTENT INTEGRATION AND MIGRATION
copy AIIM 2019 wwwaiimorg 17 page AIIM Industry Watch
Things You Need to Know AboutContent Integration and Migration
02
of organizations say migrating content and data from legacy content management systems into more modern systems is a problem
07
03 08
04 09
05
of organizations believe they must modernize their information management strategy in order to address rising levels of informationchaos
01
59
92
62
10
06
60
of organizations are planning asignificant content migration or integration initiative in the next12 months
of organizations struggle with integrating content management capabilities into core line-of-businesssystems
Nearly 40 of organizations have five or more major content management systems
40 They are seeking to move this content INTO 1) cloud-based content services platforms 2) on-premises ECM platforms and 3) cloud-based Office 365 and SharePoint repositories
User education needed - 44 of organizations say that ldquocontent integrationrdquo iswell-understood in their organization while 31disagree
44 31
For 44 the most important benefitsto a significant migration or integrationproject are organizational and strategic ndash improved collaboration and access to information ndash rather than mere cost savings
44
A key goal in any migration project is to avoid business disruption ndash 61 agree that ldquoavoiding a big bang migrationrdquo is an important priority61
Organizations have four primary sources of content that they want to move away from 1) departmental shared drives 2) organizational shared drives 3) individual shared drives and 4) on-premises SharePoint repositories
copy AIIM 2019 wwwaiimorg 18pageAIIM Industry Watch
Helix InternationalAward winning Enterprise Content Management (ECM) solutions company that offers individually tailored solutions to help Retire Migrate Integrate and Manage our customers ECM solutionsHelix International ensures critical data is protected stored and accessed lawfully with regard to the correct use access retention and deletion of data particularly with regard to the new GDPR in EuropeHelix International has successfully migrated 100s of ECM solutions
For further information please visit us at httpwwwhelix-intcom
DEVELOPED IN PARTNERSHIP WITH
AvePointAvePoint accelerates your digital transformation success Over 16000 companies and 6 million SharePoint and Office 365 users worldwide trust AvePoint software and services for their data migration management and protection needs in the cloud on-premises and hybrid environmentsA four-time Microsoft Partner of the Year AvePoint is a Microsoft Global ISV Partner and has been named to the Inc 500|5000 six times and the Deloitte Technology Fast 500trade five times Founded in 2001 AvePoint is privately held and headquartered in Jersey City NJ
Visit us at wwwavepointcom
copy AIIM 2019 wwwaiimorg 19 page AIIM Industry Watch
Systemware IncSystemware has been a pioneer in enterprise content management for nearly 40 years helping the worldrsquos largest and most highly regulated organizations capture content from a variety of business systems find it wherever it is stored and deliver it in the context needed for each business line Their content services platform Content Cloud allows organizations to transition from silos of enterprise content to a content services environment where they can simplify IT infrastructure reduce cost-to-serve and meet security and compliance requirements With Systemware Content Cloud organizations can break down information silos and transform their digital environmentsmdashimproving content access and use workflow efficiency and overall experience for users customers and partnersSystemware is committed to ensuring organizations meet information governance requirements in a manner that optimizes cost and complexity while providing a tailored experience for users Content Cloud helps organizations modernize their content management interoperate with a range of repositories and systems automate their processes personalize their experience and enable their content for business intelligence
For further information please visit us at httpswwwsystemwarecom
DEVELOPED IN PARTNERSHIP WITH
OpenTextOpenTexttrade Content Services help organizations Connect Content to their Digital BusinessOpenText Content Services include comprehensive capture content management and archiving solutions all available in the cloud on-premise or in flexible hybrid configurationsOpenText Content Services help organizations connect content to their digital business and transform to become Intelligent and Connected Enterprises by enhancing
The Digital Workplacebull Enabling the preferred productivity methods of a new generation
of knowledge workersbull Providing simple intuitive tools that drive creation sharing
and collaboration bull Delivering relevant content to users in context of daily tasks
The Digital Businessbull Extending into lead applications such as SAPreg Salesforcereg
and Microsoftregbull Applying metadata and governance rulesmdashautomatically
and consistentlybull Leveraging AI and machine learning for analytics and management
Governance and Securitybull Automating content lifecycle managementbull Implementing industry and government compliance protocolsbull Applying industry-leading security technology
OpenText Content Services Platforms are perennially recognized as Leaders by the most respected analyst firms
Learn more about OpenText Content Services athttpswwwopentextcomecm
More and more organizations face the need to migrate legacy content to a newer content suite either in the cloud or on-premise This may contain hundreds thousands or millions of files and documents with related metadata and business logic that need to be migrated Prove you have the skills to become the leader of your migration project with AIIMrsquos Certified Information Professional Designation
For further information click here
Require a Digital Leader to Help Drive Success
Content Migration Projects
LOOKING
FOR YOURNEXT STEP
CLICK HERE TO JOIN THE ONLINE DISCUSSION
Do you have a question about this research Would you like to discuss these findings with other members of AIIM
Here at AIIM we believe that information is your most important asset and we want to teach you the skills to manage it Wersquove felt this way since 1943 back when this community was foundedSure the technology has come a long way since then and the variety of information wersquore managing has changed a lot but one tenet has remained constant Wersquove always focused on the intersection of people processes and information We help organizations put information to workAIIM is a non-profit organization that provides independent research training and certification for information professionals
copy 2019AIIM8403 Colesville Road Suite 1100Silver Spring MD 20910 USA +1 301 587 8202 wwwaiimorg
AIIM EuropeOffice 1 Broomhall Business CentreWorcester WR5 2NT UK+44 (0)1905 727600wwwaiimorg
Whatrsquos NextThe CIP Can Help You and Your Organization Navigate the World of IIMNow is not the time to wait on your Digital Transformation initiative IIM practices and methodologies are critical to your success and AIIM can help Digital disruption calls for digital leaders with the skills and experience to optimize information assets and transform business Become that leader now through AIIMrsquos Certified Information Professional (CIP) programAIIM worked with industry experts and focus groups to define the body of knowledge necessary for information professionals to understand core IIM practice areas and methodologies built a certification and test based upon this body of knowledge that is available at locations around the world and created a set of training courses and materials to help information professionals prepare for the examination The path to CIP should be fairly simple for information practitioners who already have expertise and work experience AIIM has a number of resources that can help practitioners at all levels prepare to become a Certified Information Professionaln CIP Data Sheetn CIP Exam Outlinen CIP Study Guide (free to professional members
nonmember fee is $60 USD) n AIIM Training Coursesn Online CIP Prep Coursen In-Person CIP Prep Classesn Practice Exam
CIPs reflect a more integrated more holistic view of information management Changes in one process technology or practice invariably affect others in the organization CIPs are able to see the forest and the trees and understand and plan for these outcomes Because of this CIPs will identify and understand changes that could cause compliance issues thereby reducing liability Organizations that manage their information more effectively enjoy reduced costs faster time to market increased revenues and cash flow and increased business agility CIPs are uniquely positioned to help organizations achieve these benefits because they understand the interactions between different information intensive processes and activities
copy AIIM 2019 wwwaiimorg 15 page AIIM Industry Watch
3 ndash How are end user organizations prioritizing their spending options in order to modernize their information toolkit
Content migration and content integration are clearly hot priorities for end-user organizations to 1) improve business and process agility and 2) improve knowledge worker productivity Over 60 of organizations say they are planning a significant content migration or integration initiative in the next 12 months
As mentioned earlier with regards to content integration it is important for those proposing these projects to take the high ground Certainly the direct savings that accrue from decommissioning a legacy system are important (27) as are the potential benefits within a particular business process (23) But the most important benefits to a significant migration or integration project are organizational ndash improved collaboration and access to information In short the benefits are directly tied to business agility and becoming a true digital business This is especially true as organizations shift their focus from improving specific point processes to transforming customer experiences and journeys across processes
The primary gatekeepers on these projects ndash those who should likely be on any buying andor implementation team ndash include 1) IT and IT services (likely most concerned about information security and systems integrity) 2) C-level executives (likely concerned about improving customer experiences and value) and 3) line-of-business operations executives (who can directly testify to the problems posed by siloed and inaccessible information) Actual budgets for these projects most likely reside with IT and IT Services
24
38
18
6
14
in 0-6 months in 6-12 months in 1-2 years in 2-3 years no projectsplanned
When are you planning your next significantcontent integration or migration project
27
23
44
5
direct cost savings fromdecommissioning a
legacy system
potential specificbusiness benefits tied
to a particular process
overall businessbenefits tied to
improved collaborationand access toinformation
Other (please specify)
As organizations consider the reasons for a large scaleECM migrationintegration project which do you think
is typically MOST important in getting theproject approved
42
71
15
19
29
18
15
30
18
36
20
Corporate amp Executive level
IT and IT Services
Sales
Marketing
Finance
Human Resources
Customer Service amp Support
Privacy amp Security
Legal
Operations
Records amp Information Management
Which of the following departments (please pick three)do you think are most critical in influencing approval
of a content migrationintegration project
11
55
3
0
7
4
3
3
1
5
9
Corporate amp Executive level
IT and IT Services
Sales
Marketing
Finance
Human Resources
Customer Service amp Support
Privacy amp Security
Legal
Operations
Records amp Information Management
Which department in your organization typicallyholds the budget or a significant content
migrationintegration project
Content Integration
Content Migration
Content Collaboration
What are your spending plans for each of thefollowing over the next 3-6months
no spending no plansspend less continue current spending spend more
$101 $101
$130
Content Integration Content Migration Content Collaboration
What was your budget last year for eachof the following (in 000s)
5118 6 26
4717 11 26
4918 8 25
24
38
18
6
14
in 0-6 months in 6-12 months in 1-2 years in 2-3 years no projectsplanned
When are you planning your next significantcontent integration or migration project
27
23
44
5
direct cost savings fromdecommissioning a
legacy system
potential specificbusiness benefits tied
to a particular process
overall businessbenefits tied to
improved collaborationand access toinformation
Other (please specify)
As organizations consider the reasons for a large scaleECM migrationintegration project which do you think
is typically MOST important in getting theproject approved
42
71
15
19
29
18
15
30
18
36
20
Corporate amp Executive level
IT and IT Services
Sales
Marketing
Finance
Human Resources
Customer Service amp Support
Privacy amp Security
Legal
Operations
Records amp Information Management
Which of the following departments (please pick three)do you think are most critical in influencing approval
of a content migrationintegration project
11
55
3
0
7
4
3
3
1
5
9
Corporate amp Executive level
IT and IT Services
Sales
Marketing
Finance
Human Resources
Customer Service amp Support
Privacy amp Security
Legal
Operations
Records amp Information Management
Which department in your organization typicallyholds the budget or a significant content
migrationintegration project
Content Integration
Content Migration
Content Collaboration
What are your spending plans for each of thefollowing over the next 3-6months
no spending no plansspend less continue current spending spend more
$101 $101
$130
Content Integration Content Migration Content Collaboration
What was your budget last year for eachof the following (in 000s)
5118 6 26
4717 11 26
4918 8 25
24
38
18
6
14
in 0-6 months in 6-12 months in 1-2 years in 2-3 years no projectsplanned
When are you planning your next significantcontent integration or migration project
27
23
44
5
direct cost savings fromdecommissioning a
legacy system
potential specificbusiness benefits tied
to a particular process
overall businessbenefits tied to
improved collaborationand access toinformation
Other (please specify)
As organizations consider the reasons for a large scaleECM migrationintegration project which do you think
is typically MOST important in getting theproject approved
42
71
15
19
29
18
15
30
18
36
20
Corporate amp Executive level
IT and IT Services
Sales
Marketing
Finance
Human Resources
Customer Service amp Support
Privacy amp Security
Legal
Operations
Records amp Information Management
Which of the following departments (please pick three)do you think are most critical in influencing approval
of a content migrationintegration project
11
55
3
0
7
4
3
3
1
5
9
Corporate amp Executive level
IT and IT Services
Sales
Marketing
Finance
Human Resources
Customer Service amp Support
Privacy amp Security
Legal
Operations
Records amp Information Management
Which department in your organization typicallyholds the budget or a significant content
migrationintegration project
Content Integration
Content Migration
Content Collaboration
What are your spending plans for each of thefollowing over the next 3-6months
no spending no plansspend less continue current spending spend more
$101 $101
$130
Content Integration Content Migration Content Collaboration
What was your budget last year for eachof the following (in 000s)
5118 6 26
4717 11 26
4918 8 25
BUILDING AN EFFECTIVE STRATEGY FOR CONTENT INTEGRATION AND MIGRATION
copy AIIM 2019 wwwaiimorg 16pageAIIM Industry Watch
Given that the primary strategic benefit from a content migration or integration project is likely improved knowledge worker productivity (access to information at the right time place and form) and process agility (more seamless integration of content in context into business processes) it is likely that many organizations are leveraging some spending focused on content collaboration into their migration and integration initiatives since the adoption of more modern approaches to collaboration also requires information platform modernization Annual budgets for each are robust and typically in excess of $100000 ndash and nearly 30 of organizations plan to increase this spending in the next 3-6 months
24
38
18
6
14
in 0-6 months in 6-12 months in 1-2 years in 2-3 years no projectsplanned
When are you planning your next significantcontent integration or migration project
27
23
44
5
direct cost savings fromdecommissioning a
legacy system
potential specificbusiness benefits tied
to a particular process
overall businessbenefits tied to
improved collaborationand access toinformation
Other (please specify)
As organizations consider the reasons for a large scaleECM migrationintegration project which do you think
is typically MOST important in getting theproject approved
42
71
15
19
29
18
15
30
18
36
20
Corporate amp Executive level
IT and IT Services
Sales
Marketing
Finance
Human Resources
Customer Service amp Support
Privacy amp Security
Legal
Operations
Records amp Information Management
Which of the following departments (please pick three)do you think are most critical in influencing approval
of a content migrationintegration project
11
55
3
0
7
4
3
3
1
5
9
Corporate amp Executive level
IT and IT Services
Sales
Marketing
Finance
Human Resources
Customer Service amp Support
Privacy amp Security
Legal
Operations
Records amp Information Management
Which department in your organization typicallyholds the budget or a significant content
migrationintegration project
Content Integration
Content Migration
Content Collaboration
What are your spending plans for each of thefollowing over the next 3-6months
no spending no plansspend less continue current spending spend more
$101 $101
$130
Content Integration Content Migration Content Collaboration
What was your budget last year for eachof the following (in 000s)
5118 6 26
4717 11 26
4918 8 25
24
38
18
6
14
in 0-6 months in 6-12 months in 1-2 years in 2-3 years no projectsplanned
When are you planning your next significantcontent integration or migration project
27
23
44
5
direct cost savings fromdecommissioning a
legacy system
potential specificbusiness benefits tied
to a particular process
overall businessbenefits tied to
improved collaborationand access toinformation
Other (please specify)
As organizations consider the reasons for a large scaleECM migrationintegration project which do you think
is typically MOST important in getting theproject approved
42
71
15
19
29
18
15
30
18
36
20
Corporate amp Executive level
IT and IT Services
Sales
Marketing
Finance
Human Resources
Customer Service amp Support
Privacy amp Security
Legal
Operations
Records amp Information Management
Which of the following departments (please pick three)do you think are most critical in influencing approval
of a content migrationintegration project
11
55
3
0
7
4
3
3
1
5
9
Corporate amp Executive level
IT and IT Services
Sales
Marketing
Finance
Human Resources
Customer Service amp Support
Privacy amp Security
Legal
Operations
Records amp Information Management
Which department in your organization typicallyholds the budget or a significant content
migrationintegration project
Content Integration
Content Migration
Content Collaboration
What are your spending plans for each of thefollowing over the next 3-6months
no spending no plansspend less continue current spending spend more
$101 $101
$130
Content Integration Content Migration Content Collaboration
What was your budget last year for eachof the following (in 000s)
5118 6 26
4717 11 26
4918 8 25
24
38
18
6
14
in 0-6 months in 6-12 months in 1-2 years in 2-3 years no projectsplanned
When are you planning your next significantcontent integration or migration project
27
23
44
5
direct cost savings fromdecommissioning a
legacy system
potential specificbusiness benefits tied
to a particular process
overall businessbenefits tied to
improved collaborationand access toinformation
Other (please specify)
As organizations consider the reasons for a large scaleECM migrationintegration project which do you think
is typically MOST important in getting theproject approved
42
71
15
19
29
18
15
30
18
36
20
Corporate amp Executive level
IT and IT Services
Sales
Marketing
Finance
Human Resources
Customer Service amp Support
Privacy amp Security
Legal
Operations
Records amp Information Management
Which of the following departments (please pick three)do you think are most critical in influencing approval
of a content migrationintegration project
11
55
3
0
7
4
3
3
1
5
9
Corporate amp Executive level
IT and IT Services
Sales
Marketing
Finance
Human Resources
Customer Service amp Support
Privacy amp Security
Legal
Operations
Records amp Information Management
Which department in your organization typicallyholds the budget or a significant content
migrationintegration project
Content Integration
Content Migration
Content Collaboration
What are your spending plans for each of thefollowing over the next 3-6months
no spending no plansspend less continue current spending spend more
$101 $101
$130
Content Integration Content Migration Content Collaboration
What was your budget last year for eachof the following (in 000s)
5118 6 26
4717 11 26
4918 8 25
BUILDING AN EFFECTIVE STRATEGY FOR CONTENT INTEGRATION AND MIGRATION
copy AIIM 2019 wwwaiimorg 17 page AIIM Industry Watch
Things You Need to Know AboutContent Integration and Migration
02
of organizations say migrating content and data from legacy content management systems into more modern systems is a problem
07
03 08
04 09
05
of organizations believe they must modernize their information management strategy in order to address rising levels of informationchaos
01
59
92
62
10
06
60
of organizations are planning asignificant content migration or integration initiative in the next12 months
of organizations struggle with integrating content management capabilities into core line-of-businesssystems
Nearly 40 of organizations have five or more major content management systems
40 They are seeking to move this content INTO 1) cloud-based content services platforms 2) on-premises ECM platforms and 3) cloud-based Office 365 and SharePoint repositories
User education needed - 44 of organizations say that ldquocontent integrationrdquo iswell-understood in their organization while 31disagree
44 31
For 44 the most important benefitsto a significant migration or integrationproject are organizational and strategic ndash improved collaboration and access to information ndash rather than mere cost savings
44
A key goal in any migration project is to avoid business disruption ndash 61 agree that ldquoavoiding a big bang migrationrdquo is an important priority61
Organizations have four primary sources of content that they want to move away from 1) departmental shared drives 2) organizational shared drives 3) individual shared drives and 4) on-premises SharePoint repositories
copy AIIM 2019 wwwaiimorg 18pageAIIM Industry Watch
Helix InternationalAward winning Enterprise Content Management (ECM) solutions company that offers individually tailored solutions to help Retire Migrate Integrate and Manage our customers ECM solutionsHelix International ensures critical data is protected stored and accessed lawfully with regard to the correct use access retention and deletion of data particularly with regard to the new GDPR in EuropeHelix International has successfully migrated 100s of ECM solutions
For further information please visit us at httpwwwhelix-intcom
DEVELOPED IN PARTNERSHIP WITH
AvePointAvePoint accelerates your digital transformation success Over 16000 companies and 6 million SharePoint and Office 365 users worldwide trust AvePoint software and services for their data migration management and protection needs in the cloud on-premises and hybrid environmentsA four-time Microsoft Partner of the Year AvePoint is a Microsoft Global ISV Partner and has been named to the Inc 500|5000 six times and the Deloitte Technology Fast 500trade five times Founded in 2001 AvePoint is privately held and headquartered in Jersey City NJ
Visit us at wwwavepointcom
copy AIIM 2019 wwwaiimorg 19 page AIIM Industry Watch
Systemware IncSystemware has been a pioneer in enterprise content management for nearly 40 years helping the worldrsquos largest and most highly regulated organizations capture content from a variety of business systems find it wherever it is stored and deliver it in the context needed for each business line Their content services platform Content Cloud allows organizations to transition from silos of enterprise content to a content services environment where they can simplify IT infrastructure reduce cost-to-serve and meet security and compliance requirements With Systemware Content Cloud organizations can break down information silos and transform their digital environmentsmdashimproving content access and use workflow efficiency and overall experience for users customers and partnersSystemware is committed to ensuring organizations meet information governance requirements in a manner that optimizes cost and complexity while providing a tailored experience for users Content Cloud helps organizations modernize their content management interoperate with a range of repositories and systems automate their processes personalize their experience and enable their content for business intelligence
For further information please visit us at httpswwwsystemwarecom
DEVELOPED IN PARTNERSHIP WITH
OpenTextOpenTexttrade Content Services help organizations Connect Content to their Digital BusinessOpenText Content Services include comprehensive capture content management and archiving solutions all available in the cloud on-premise or in flexible hybrid configurationsOpenText Content Services help organizations connect content to their digital business and transform to become Intelligent and Connected Enterprises by enhancing
The Digital Workplacebull Enabling the preferred productivity methods of a new generation
of knowledge workersbull Providing simple intuitive tools that drive creation sharing
and collaboration bull Delivering relevant content to users in context of daily tasks
The Digital Businessbull Extending into lead applications such as SAPreg Salesforcereg
and Microsoftregbull Applying metadata and governance rulesmdashautomatically
and consistentlybull Leveraging AI and machine learning for analytics and management
Governance and Securitybull Automating content lifecycle managementbull Implementing industry and government compliance protocolsbull Applying industry-leading security technology
OpenText Content Services Platforms are perennially recognized as Leaders by the most respected analyst firms
Learn more about OpenText Content Services athttpswwwopentextcomecm
More and more organizations face the need to migrate legacy content to a newer content suite either in the cloud or on-premise This may contain hundreds thousands or millions of files and documents with related metadata and business logic that need to be migrated Prove you have the skills to become the leader of your migration project with AIIMrsquos Certified Information Professional Designation
For further information click here
Require a Digital Leader to Help Drive Success
Content Migration Projects
LOOKING
FOR YOURNEXT STEP
CLICK HERE TO JOIN THE ONLINE DISCUSSION
Do you have a question about this research Would you like to discuss these findings with other members of AIIM
Here at AIIM we believe that information is your most important asset and we want to teach you the skills to manage it Wersquove felt this way since 1943 back when this community was foundedSure the technology has come a long way since then and the variety of information wersquore managing has changed a lot but one tenet has remained constant Wersquove always focused on the intersection of people processes and information We help organizations put information to workAIIM is a non-profit organization that provides independent research training and certification for information professionals
copy 2019AIIM8403 Colesville Road Suite 1100Silver Spring MD 20910 USA +1 301 587 8202 wwwaiimorg
AIIM EuropeOffice 1 Broomhall Business CentreWorcester WR5 2NT UK+44 (0)1905 727600wwwaiimorg
Whatrsquos NextThe CIP Can Help You and Your Organization Navigate the World of IIMNow is not the time to wait on your Digital Transformation initiative IIM practices and methodologies are critical to your success and AIIM can help Digital disruption calls for digital leaders with the skills and experience to optimize information assets and transform business Become that leader now through AIIMrsquos Certified Information Professional (CIP) programAIIM worked with industry experts and focus groups to define the body of knowledge necessary for information professionals to understand core IIM practice areas and methodologies built a certification and test based upon this body of knowledge that is available at locations around the world and created a set of training courses and materials to help information professionals prepare for the examination The path to CIP should be fairly simple for information practitioners who already have expertise and work experience AIIM has a number of resources that can help practitioners at all levels prepare to become a Certified Information Professionaln CIP Data Sheetn CIP Exam Outlinen CIP Study Guide (free to professional members
nonmember fee is $60 USD) n AIIM Training Coursesn Online CIP Prep Coursen In-Person CIP Prep Classesn Practice Exam
CIPs reflect a more integrated more holistic view of information management Changes in one process technology or practice invariably affect others in the organization CIPs are able to see the forest and the trees and understand and plan for these outcomes Because of this CIPs will identify and understand changes that could cause compliance issues thereby reducing liability Organizations that manage their information more effectively enjoy reduced costs faster time to market increased revenues and cash flow and increased business agility CIPs are uniquely positioned to help organizations achieve these benefits because they understand the interactions between different information intensive processes and activities
copy AIIM 2019 wwwaiimorg 16pageAIIM Industry Watch
Given that the primary strategic benefit from a content migration or integration project is likely improved knowledge worker productivity (access to information at the right time place and form) and process agility (more seamless integration of content in context into business processes) it is likely that many organizations are leveraging some spending focused on content collaboration into their migration and integration initiatives since the adoption of more modern approaches to collaboration also requires information platform modernization Annual budgets for each are robust and typically in excess of $100000 ndash and nearly 30 of organizations plan to increase this spending in the next 3-6 months
24
38
18
6
14
in 0-6 months in 6-12 months in 1-2 years in 2-3 years no projectsplanned
When are you planning your next significantcontent integration or migration project
27
23
44
5
direct cost savings fromdecommissioning a
legacy system
potential specificbusiness benefits tied
to a particular process
overall businessbenefits tied to
improved collaborationand access toinformation
Other (please specify)
As organizations consider the reasons for a large scaleECM migrationintegration project which do you think
is typically MOST important in getting theproject approved
42
71
15
19
29
18
15
30
18
36
20
Corporate amp Executive level
IT and IT Services
Sales
Marketing
Finance
Human Resources
Customer Service amp Support
Privacy amp Security
Legal
Operations
Records amp Information Management
Which of the following departments (please pick three)do you think are most critical in influencing approval
of a content migrationintegration project
11
55
3
0
7
4
3
3
1
5
9
Corporate amp Executive level
IT and IT Services
Sales
Marketing
Finance
Human Resources
Customer Service amp Support
Privacy amp Security
Legal
Operations
Records amp Information Management
Which department in your organization typicallyholds the budget or a significant content
migrationintegration project
Content Integration
Content Migration
Content Collaboration
What are your spending plans for each of thefollowing over the next 3-6months
no spending no plansspend less continue current spending spend more
$101 $101
$130
Content Integration Content Migration Content Collaboration
What was your budget last year for eachof the following (in 000s)
5118 6 26
4717 11 26
4918 8 25
24
38
18
6
14
in 0-6 months in 6-12 months in 1-2 years in 2-3 years no projectsplanned
When are you planning your next significantcontent integration or migration project
27
23
44
5
direct cost savings fromdecommissioning a
legacy system
potential specificbusiness benefits tied
to a particular process
overall businessbenefits tied to
improved collaborationand access toinformation
Other (please specify)
As organizations consider the reasons for a large scaleECM migrationintegration project which do you think
is typically MOST important in getting theproject approved
42
71
15
19
29
18
15
30
18
36
20
Corporate amp Executive level
IT and IT Services
Sales
Marketing
Finance
Human Resources
Customer Service amp Support
Privacy amp Security
Legal
Operations
Records amp Information Management
Which of the following departments (please pick three)do you think are most critical in influencing approval
of a content migrationintegration project
11
55
3
0
7
4
3
3
1
5
9
Corporate amp Executive level
IT and IT Services
Sales
Marketing
Finance
Human Resources
Customer Service amp Support
Privacy amp Security
Legal
Operations
Records amp Information Management
Which department in your organization typicallyholds the budget or a significant content
migrationintegration project
Content Integration
Content Migration
Content Collaboration
What are your spending plans for each of thefollowing over the next 3-6months
no spending no plansspend less continue current spending spend more
$101 $101
$130
Content Integration Content Migration Content Collaboration
What was your budget last year for eachof the following (in 000s)
5118 6 26
4717 11 26
4918 8 25
24
38
18
6
14
in 0-6 months in 6-12 months in 1-2 years in 2-3 years no projectsplanned
When are you planning your next significantcontent integration or migration project
27
23
44
5
direct cost savings fromdecommissioning a
legacy system
potential specificbusiness benefits tied
to a particular process
overall businessbenefits tied to
improved collaborationand access toinformation
Other (please specify)
As organizations consider the reasons for a large scaleECM migrationintegration project which do you think
is typically MOST important in getting theproject approved
42
71
15
19
29
18
15
30
18
36
20
Corporate amp Executive level
IT and IT Services
Sales
Marketing
Finance
Human Resources
Customer Service amp Support
Privacy amp Security
Legal
Operations
Records amp Information Management
Which of the following departments (please pick three)do you think are most critical in influencing approval
of a content migrationintegration project
11
55
3
0
7
4
3
3
1
5
9
Corporate amp Executive level
IT and IT Services
Sales
Marketing
Finance
Human Resources
Customer Service amp Support
Privacy amp Security
Legal
Operations
Records amp Information Management
Which department in your organization typicallyholds the budget or a significant content
migrationintegration project
Content Integration
Content Migration
Content Collaboration
What are your spending plans for each of thefollowing over the next 3-6months
no spending no plansspend less continue current spending spend more
$101 $101
$130
Content Integration Content Migration Content Collaboration
What was your budget last year for eachof the following (in 000s)
5118 6 26
4717 11 26
4918 8 25
BUILDING AN EFFECTIVE STRATEGY FOR CONTENT INTEGRATION AND MIGRATION
copy AIIM 2019 wwwaiimorg 17 page AIIM Industry Watch
Things You Need to Know AboutContent Integration and Migration
02
of organizations say migrating content and data from legacy content management systems into more modern systems is a problem
07
03 08
04 09
05
of organizations believe they must modernize their information management strategy in order to address rising levels of informationchaos
01
59
92
62
10
06
60
of organizations are planning asignificant content migration or integration initiative in the next12 months
of organizations struggle with integrating content management capabilities into core line-of-businesssystems
Nearly 40 of organizations have five or more major content management systems
40 They are seeking to move this content INTO 1) cloud-based content services platforms 2) on-premises ECM platforms and 3) cloud-based Office 365 and SharePoint repositories
User education needed - 44 of organizations say that ldquocontent integrationrdquo iswell-understood in their organization while 31disagree
44 31
For 44 the most important benefitsto a significant migration or integrationproject are organizational and strategic ndash improved collaboration and access to information ndash rather than mere cost savings
44
A key goal in any migration project is to avoid business disruption ndash 61 agree that ldquoavoiding a big bang migrationrdquo is an important priority61
Organizations have four primary sources of content that they want to move away from 1) departmental shared drives 2) organizational shared drives 3) individual shared drives and 4) on-premises SharePoint repositories
copy AIIM 2019 wwwaiimorg 18pageAIIM Industry Watch
Helix InternationalAward winning Enterprise Content Management (ECM) solutions company that offers individually tailored solutions to help Retire Migrate Integrate and Manage our customers ECM solutionsHelix International ensures critical data is protected stored and accessed lawfully with regard to the correct use access retention and deletion of data particularly with regard to the new GDPR in EuropeHelix International has successfully migrated 100s of ECM solutions
For further information please visit us at httpwwwhelix-intcom
DEVELOPED IN PARTNERSHIP WITH
AvePointAvePoint accelerates your digital transformation success Over 16000 companies and 6 million SharePoint and Office 365 users worldwide trust AvePoint software and services for their data migration management and protection needs in the cloud on-premises and hybrid environmentsA four-time Microsoft Partner of the Year AvePoint is a Microsoft Global ISV Partner and has been named to the Inc 500|5000 six times and the Deloitte Technology Fast 500trade five times Founded in 2001 AvePoint is privately held and headquartered in Jersey City NJ
Visit us at wwwavepointcom
copy AIIM 2019 wwwaiimorg 19 page AIIM Industry Watch
Systemware IncSystemware has been a pioneer in enterprise content management for nearly 40 years helping the worldrsquos largest and most highly regulated organizations capture content from a variety of business systems find it wherever it is stored and deliver it in the context needed for each business line Their content services platform Content Cloud allows organizations to transition from silos of enterprise content to a content services environment where they can simplify IT infrastructure reduce cost-to-serve and meet security and compliance requirements With Systemware Content Cloud organizations can break down information silos and transform their digital environmentsmdashimproving content access and use workflow efficiency and overall experience for users customers and partnersSystemware is committed to ensuring organizations meet information governance requirements in a manner that optimizes cost and complexity while providing a tailored experience for users Content Cloud helps organizations modernize their content management interoperate with a range of repositories and systems automate their processes personalize their experience and enable their content for business intelligence
For further information please visit us at httpswwwsystemwarecom
DEVELOPED IN PARTNERSHIP WITH
OpenTextOpenTexttrade Content Services help organizations Connect Content to their Digital BusinessOpenText Content Services include comprehensive capture content management and archiving solutions all available in the cloud on-premise or in flexible hybrid configurationsOpenText Content Services help organizations connect content to their digital business and transform to become Intelligent and Connected Enterprises by enhancing
The Digital Workplacebull Enabling the preferred productivity methods of a new generation
of knowledge workersbull Providing simple intuitive tools that drive creation sharing
and collaboration bull Delivering relevant content to users in context of daily tasks
The Digital Businessbull Extending into lead applications such as SAPreg Salesforcereg
and Microsoftregbull Applying metadata and governance rulesmdashautomatically
and consistentlybull Leveraging AI and machine learning for analytics and management
Governance and Securitybull Automating content lifecycle managementbull Implementing industry and government compliance protocolsbull Applying industry-leading security technology
OpenText Content Services Platforms are perennially recognized as Leaders by the most respected analyst firms
Learn more about OpenText Content Services athttpswwwopentextcomecm
More and more organizations face the need to migrate legacy content to a newer content suite either in the cloud or on-premise This may contain hundreds thousands or millions of files and documents with related metadata and business logic that need to be migrated Prove you have the skills to become the leader of your migration project with AIIMrsquos Certified Information Professional Designation
For further information click here
Require a Digital Leader to Help Drive Success
Content Migration Projects
LOOKING
FOR YOURNEXT STEP
CLICK HERE TO JOIN THE ONLINE DISCUSSION
Do you have a question about this research Would you like to discuss these findings with other members of AIIM
Here at AIIM we believe that information is your most important asset and we want to teach you the skills to manage it Wersquove felt this way since 1943 back when this community was foundedSure the technology has come a long way since then and the variety of information wersquore managing has changed a lot but one tenet has remained constant Wersquove always focused on the intersection of people processes and information We help organizations put information to workAIIM is a non-profit organization that provides independent research training and certification for information professionals
copy 2019AIIM8403 Colesville Road Suite 1100Silver Spring MD 20910 USA +1 301 587 8202 wwwaiimorg
AIIM EuropeOffice 1 Broomhall Business CentreWorcester WR5 2NT UK+44 (0)1905 727600wwwaiimorg
Whatrsquos NextThe CIP Can Help You and Your Organization Navigate the World of IIMNow is not the time to wait on your Digital Transformation initiative IIM practices and methodologies are critical to your success and AIIM can help Digital disruption calls for digital leaders with the skills and experience to optimize information assets and transform business Become that leader now through AIIMrsquos Certified Information Professional (CIP) programAIIM worked with industry experts and focus groups to define the body of knowledge necessary for information professionals to understand core IIM practice areas and methodologies built a certification and test based upon this body of knowledge that is available at locations around the world and created a set of training courses and materials to help information professionals prepare for the examination The path to CIP should be fairly simple for information practitioners who already have expertise and work experience AIIM has a number of resources that can help practitioners at all levels prepare to become a Certified Information Professionaln CIP Data Sheetn CIP Exam Outlinen CIP Study Guide (free to professional members
nonmember fee is $60 USD) n AIIM Training Coursesn Online CIP Prep Coursen In-Person CIP Prep Classesn Practice Exam
CIPs reflect a more integrated more holistic view of information management Changes in one process technology or practice invariably affect others in the organization CIPs are able to see the forest and the trees and understand and plan for these outcomes Because of this CIPs will identify and understand changes that could cause compliance issues thereby reducing liability Organizations that manage their information more effectively enjoy reduced costs faster time to market increased revenues and cash flow and increased business agility CIPs are uniquely positioned to help organizations achieve these benefits because they understand the interactions between different information intensive processes and activities
copy AIIM 2019 wwwaiimorg 17 page AIIM Industry Watch
Things You Need to Know AboutContent Integration and Migration
02
of organizations say migrating content and data from legacy content management systems into more modern systems is a problem
07
03 08
04 09
05
of organizations believe they must modernize their information management strategy in order to address rising levels of informationchaos
01
59
92
62
10
06
60
of organizations are planning asignificant content migration or integration initiative in the next12 months
of organizations struggle with integrating content management capabilities into core line-of-businesssystems
Nearly 40 of organizations have five or more major content management systems
40 They are seeking to move this content INTO 1) cloud-based content services platforms 2) on-premises ECM platforms and 3) cloud-based Office 365 and SharePoint repositories
User education needed - 44 of organizations say that ldquocontent integrationrdquo iswell-understood in their organization while 31disagree
44 31
For 44 the most important benefitsto a significant migration or integrationproject are organizational and strategic ndash improved collaboration and access to information ndash rather than mere cost savings
44
A key goal in any migration project is to avoid business disruption ndash 61 agree that ldquoavoiding a big bang migrationrdquo is an important priority61
Organizations have four primary sources of content that they want to move away from 1) departmental shared drives 2) organizational shared drives 3) individual shared drives and 4) on-premises SharePoint repositories
copy AIIM 2019 wwwaiimorg 18pageAIIM Industry Watch
Helix InternationalAward winning Enterprise Content Management (ECM) solutions company that offers individually tailored solutions to help Retire Migrate Integrate and Manage our customers ECM solutionsHelix International ensures critical data is protected stored and accessed lawfully with regard to the correct use access retention and deletion of data particularly with regard to the new GDPR in EuropeHelix International has successfully migrated 100s of ECM solutions
For further information please visit us at httpwwwhelix-intcom
DEVELOPED IN PARTNERSHIP WITH
AvePointAvePoint accelerates your digital transformation success Over 16000 companies and 6 million SharePoint and Office 365 users worldwide trust AvePoint software and services for their data migration management and protection needs in the cloud on-premises and hybrid environmentsA four-time Microsoft Partner of the Year AvePoint is a Microsoft Global ISV Partner and has been named to the Inc 500|5000 six times and the Deloitte Technology Fast 500trade five times Founded in 2001 AvePoint is privately held and headquartered in Jersey City NJ
Visit us at wwwavepointcom
copy AIIM 2019 wwwaiimorg 19 page AIIM Industry Watch
Systemware IncSystemware has been a pioneer in enterprise content management for nearly 40 years helping the worldrsquos largest and most highly regulated organizations capture content from a variety of business systems find it wherever it is stored and deliver it in the context needed for each business line Their content services platform Content Cloud allows organizations to transition from silos of enterprise content to a content services environment where they can simplify IT infrastructure reduce cost-to-serve and meet security and compliance requirements With Systemware Content Cloud organizations can break down information silos and transform their digital environmentsmdashimproving content access and use workflow efficiency and overall experience for users customers and partnersSystemware is committed to ensuring organizations meet information governance requirements in a manner that optimizes cost and complexity while providing a tailored experience for users Content Cloud helps organizations modernize their content management interoperate with a range of repositories and systems automate their processes personalize their experience and enable their content for business intelligence
For further information please visit us at httpswwwsystemwarecom
DEVELOPED IN PARTNERSHIP WITH
OpenTextOpenTexttrade Content Services help organizations Connect Content to their Digital BusinessOpenText Content Services include comprehensive capture content management and archiving solutions all available in the cloud on-premise or in flexible hybrid configurationsOpenText Content Services help organizations connect content to their digital business and transform to become Intelligent and Connected Enterprises by enhancing
The Digital Workplacebull Enabling the preferred productivity methods of a new generation
of knowledge workersbull Providing simple intuitive tools that drive creation sharing
and collaboration bull Delivering relevant content to users in context of daily tasks
The Digital Businessbull Extending into lead applications such as SAPreg Salesforcereg
and Microsoftregbull Applying metadata and governance rulesmdashautomatically
and consistentlybull Leveraging AI and machine learning for analytics and management
Governance and Securitybull Automating content lifecycle managementbull Implementing industry and government compliance protocolsbull Applying industry-leading security technology
OpenText Content Services Platforms are perennially recognized as Leaders by the most respected analyst firms
Learn more about OpenText Content Services athttpswwwopentextcomecm
More and more organizations face the need to migrate legacy content to a newer content suite either in the cloud or on-premise This may contain hundreds thousands or millions of files and documents with related metadata and business logic that need to be migrated Prove you have the skills to become the leader of your migration project with AIIMrsquos Certified Information Professional Designation
For further information click here
Require a Digital Leader to Help Drive Success
Content Migration Projects
LOOKING
FOR YOURNEXT STEP
CLICK HERE TO JOIN THE ONLINE DISCUSSION
Do you have a question about this research Would you like to discuss these findings with other members of AIIM
Here at AIIM we believe that information is your most important asset and we want to teach you the skills to manage it Wersquove felt this way since 1943 back when this community was foundedSure the technology has come a long way since then and the variety of information wersquore managing has changed a lot but one tenet has remained constant Wersquove always focused on the intersection of people processes and information We help organizations put information to workAIIM is a non-profit organization that provides independent research training and certification for information professionals
copy 2019AIIM8403 Colesville Road Suite 1100Silver Spring MD 20910 USA +1 301 587 8202 wwwaiimorg
AIIM EuropeOffice 1 Broomhall Business CentreWorcester WR5 2NT UK+44 (0)1905 727600wwwaiimorg
Whatrsquos NextThe CIP Can Help You and Your Organization Navigate the World of IIMNow is not the time to wait on your Digital Transformation initiative IIM practices and methodologies are critical to your success and AIIM can help Digital disruption calls for digital leaders with the skills and experience to optimize information assets and transform business Become that leader now through AIIMrsquos Certified Information Professional (CIP) programAIIM worked with industry experts and focus groups to define the body of knowledge necessary for information professionals to understand core IIM practice areas and methodologies built a certification and test based upon this body of knowledge that is available at locations around the world and created a set of training courses and materials to help information professionals prepare for the examination The path to CIP should be fairly simple for information practitioners who already have expertise and work experience AIIM has a number of resources that can help practitioners at all levels prepare to become a Certified Information Professionaln CIP Data Sheetn CIP Exam Outlinen CIP Study Guide (free to professional members
nonmember fee is $60 USD) n AIIM Training Coursesn Online CIP Prep Coursen In-Person CIP Prep Classesn Practice Exam
CIPs reflect a more integrated more holistic view of information management Changes in one process technology or practice invariably affect others in the organization CIPs are able to see the forest and the trees and understand and plan for these outcomes Because of this CIPs will identify and understand changes that could cause compliance issues thereby reducing liability Organizations that manage their information more effectively enjoy reduced costs faster time to market increased revenues and cash flow and increased business agility CIPs are uniquely positioned to help organizations achieve these benefits because they understand the interactions between different information intensive processes and activities
copy AIIM 2019 wwwaiimorg 18pageAIIM Industry Watch
Helix InternationalAward winning Enterprise Content Management (ECM) solutions company that offers individually tailored solutions to help Retire Migrate Integrate and Manage our customers ECM solutionsHelix International ensures critical data is protected stored and accessed lawfully with regard to the correct use access retention and deletion of data particularly with regard to the new GDPR in EuropeHelix International has successfully migrated 100s of ECM solutions
For further information please visit us at httpwwwhelix-intcom
DEVELOPED IN PARTNERSHIP WITH
AvePointAvePoint accelerates your digital transformation success Over 16000 companies and 6 million SharePoint and Office 365 users worldwide trust AvePoint software and services for their data migration management and protection needs in the cloud on-premises and hybrid environmentsA four-time Microsoft Partner of the Year AvePoint is a Microsoft Global ISV Partner and has been named to the Inc 500|5000 six times and the Deloitte Technology Fast 500trade five times Founded in 2001 AvePoint is privately held and headquartered in Jersey City NJ
Visit us at wwwavepointcom
copy AIIM 2019 wwwaiimorg 19 page AIIM Industry Watch
Systemware IncSystemware has been a pioneer in enterprise content management for nearly 40 years helping the worldrsquos largest and most highly regulated organizations capture content from a variety of business systems find it wherever it is stored and deliver it in the context needed for each business line Their content services platform Content Cloud allows organizations to transition from silos of enterprise content to a content services environment where they can simplify IT infrastructure reduce cost-to-serve and meet security and compliance requirements With Systemware Content Cloud organizations can break down information silos and transform their digital environmentsmdashimproving content access and use workflow efficiency and overall experience for users customers and partnersSystemware is committed to ensuring organizations meet information governance requirements in a manner that optimizes cost and complexity while providing a tailored experience for users Content Cloud helps organizations modernize their content management interoperate with a range of repositories and systems automate their processes personalize their experience and enable their content for business intelligence
For further information please visit us at httpswwwsystemwarecom
DEVELOPED IN PARTNERSHIP WITH
OpenTextOpenTexttrade Content Services help organizations Connect Content to their Digital BusinessOpenText Content Services include comprehensive capture content management and archiving solutions all available in the cloud on-premise or in flexible hybrid configurationsOpenText Content Services help organizations connect content to their digital business and transform to become Intelligent and Connected Enterprises by enhancing
The Digital Workplacebull Enabling the preferred productivity methods of a new generation
of knowledge workersbull Providing simple intuitive tools that drive creation sharing
and collaboration bull Delivering relevant content to users in context of daily tasks
The Digital Businessbull Extending into lead applications such as SAPreg Salesforcereg
and Microsoftregbull Applying metadata and governance rulesmdashautomatically
and consistentlybull Leveraging AI and machine learning for analytics and management
Governance and Securitybull Automating content lifecycle managementbull Implementing industry and government compliance protocolsbull Applying industry-leading security technology
OpenText Content Services Platforms are perennially recognized as Leaders by the most respected analyst firms
Learn more about OpenText Content Services athttpswwwopentextcomecm
More and more organizations face the need to migrate legacy content to a newer content suite either in the cloud or on-premise This may contain hundreds thousands or millions of files and documents with related metadata and business logic that need to be migrated Prove you have the skills to become the leader of your migration project with AIIMrsquos Certified Information Professional Designation
For further information click here
Require a Digital Leader to Help Drive Success
Content Migration Projects
LOOKING
FOR YOURNEXT STEP
CLICK HERE TO JOIN THE ONLINE DISCUSSION
Do you have a question about this research Would you like to discuss these findings with other members of AIIM
Here at AIIM we believe that information is your most important asset and we want to teach you the skills to manage it Wersquove felt this way since 1943 back when this community was foundedSure the technology has come a long way since then and the variety of information wersquore managing has changed a lot but one tenet has remained constant Wersquove always focused on the intersection of people processes and information We help organizations put information to workAIIM is a non-profit organization that provides independent research training and certification for information professionals
copy 2019AIIM8403 Colesville Road Suite 1100Silver Spring MD 20910 USA +1 301 587 8202 wwwaiimorg
AIIM EuropeOffice 1 Broomhall Business CentreWorcester WR5 2NT UK+44 (0)1905 727600wwwaiimorg
Whatrsquos NextThe CIP Can Help You and Your Organization Navigate the World of IIMNow is not the time to wait on your Digital Transformation initiative IIM practices and methodologies are critical to your success and AIIM can help Digital disruption calls for digital leaders with the skills and experience to optimize information assets and transform business Become that leader now through AIIMrsquos Certified Information Professional (CIP) programAIIM worked with industry experts and focus groups to define the body of knowledge necessary for information professionals to understand core IIM practice areas and methodologies built a certification and test based upon this body of knowledge that is available at locations around the world and created a set of training courses and materials to help information professionals prepare for the examination The path to CIP should be fairly simple for information practitioners who already have expertise and work experience AIIM has a number of resources that can help practitioners at all levels prepare to become a Certified Information Professionaln CIP Data Sheetn CIP Exam Outlinen CIP Study Guide (free to professional members
nonmember fee is $60 USD) n AIIM Training Coursesn Online CIP Prep Coursen In-Person CIP Prep Classesn Practice Exam
CIPs reflect a more integrated more holistic view of information management Changes in one process technology or practice invariably affect others in the organization CIPs are able to see the forest and the trees and understand and plan for these outcomes Because of this CIPs will identify and understand changes that could cause compliance issues thereby reducing liability Organizations that manage their information more effectively enjoy reduced costs faster time to market increased revenues and cash flow and increased business agility CIPs are uniquely positioned to help organizations achieve these benefits because they understand the interactions between different information intensive processes and activities
copy AIIM 2019 wwwaiimorg 19 page AIIM Industry Watch
Systemware IncSystemware has been a pioneer in enterprise content management for nearly 40 years helping the worldrsquos largest and most highly regulated organizations capture content from a variety of business systems find it wherever it is stored and deliver it in the context needed for each business line Their content services platform Content Cloud allows organizations to transition from silos of enterprise content to a content services environment where they can simplify IT infrastructure reduce cost-to-serve and meet security and compliance requirements With Systemware Content Cloud organizations can break down information silos and transform their digital environmentsmdashimproving content access and use workflow efficiency and overall experience for users customers and partnersSystemware is committed to ensuring organizations meet information governance requirements in a manner that optimizes cost and complexity while providing a tailored experience for users Content Cloud helps organizations modernize their content management interoperate with a range of repositories and systems automate their processes personalize their experience and enable their content for business intelligence
For further information please visit us at httpswwwsystemwarecom
DEVELOPED IN PARTNERSHIP WITH
OpenTextOpenTexttrade Content Services help organizations Connect Content to their Digital BusinessOpenText Content Services include comprehensive capture content management and archiving solutions all available in the cloud on-premise or in flexible hybrid configurationsOpenText Content Services help organizations connect content to their digital business and transform to become Intelligent and Connected Enterprises by enhancing
The Digital Workplacebull Enabling the preferred productivity methods of a new generation
of knowledge workersbull Providing simple intuitive tools that drive creation sharing
and collaboration bull Delivering relevant content to users in context of daily tasks
The Digital Businessbull Extending into lead applications such as SAPreg Salesforcereg
and Microsoftregbull Applying metadata and governance rulesmdashautomatically
and consistentlybull Leveraging AI and machine learning for analytics and management
Governance and Securitybull Automating content lifecycle managementbull Implementing industry and government compliance protocolsbull Applying industry-leading security technology
OpenText Content Services Platforms are perennially recognized as Leaders by the most respected analyst firms
Learn more about OpenText Content Services athttpswwwopentextcomecm
More and more organizations face the need to migrate legacy content to a newer content suite either in the cloud or on-premise This may contain hundreds thousands or millions of files and documents with related metadata and business logic that need to be migrated Prove you have the skills to become the leader of your migration project with AIIMrsquos Certified Information Professional Designation
For further information click here
Require a Digital Leader to Help Drive Success
Content Migration Projects
LOOKING
FOR YOURNEXT STEP
CLICK HERE TO JOIN THE ONLINE DISCUSSION
Do you have a question about this research Would you like to discuss these findings with other members of AIIM
Here at AIIM we believe that information is your most important asset and we want to teach you the skills to manage it Wersquove felt this way since 1943 back when this community was foundedSure the technology has come a long way since then and the variety of information wersquore managing has changed a lot but one tenet has remained constant Wersquove always focused on the intersection of people processes and information We help organizations put information to workAIIM is a non-profit organization that provides independent research training and certification for information professionals
copy 2019AIIM8403 Colesville Road Suite 1100Silver Spring MD 20910 USA +1 301 587 8202 wwwaiimorg
AIIM EuropeOffice 1 Broomhall Business CentreWorcester WR5 2NT UK+44 (0)1905 727600wwwaiimorg
Whatrsquos NextThe CIP Can Help You and Your Organization Navigate the World of IIMNow is not the time to wait on your Digital Transformation initiative IIM practices and methodologies are critical to your success and AIIM can help Digital disruption calls for digital leaders with the skills and experience to optimize information assets and transform business Become that leader now through AIIMrsquos Certified Information Professional (CIP) programAIIM worked with industry experts and focus groups to define the body of knowledge necessary for information professionals to understand core IIM practice areas and methodologies built a certification and test based upon this body of knowledge that is available at locations around the world and created a set of training courses and materials to help information professionals prepare for the examination The path to CIP should be fairly simple for information practitioners who already have expertise and work experience AIIM has a number of resources that can help practitioners at all levels prepare to become a Certified Information Professionaln CIP Data Sheetn CIP Exam Outlinen CIP Study Guide (free to professional members
nonmember fee is $60 USD) n AIIM Training Coursesn Online CIP Prep Coursen In-Person CIP Prep Classesn Practice Exam
CIPs reflect a more integrated more holistic view of information management Changes in one process technology or practice invariably affect others in the organization CIPs are able to see the forest and the trees and understand and plan for these outcomes Because of this CIPs will identify and understand changes that could cause compliance issues thereby reducing liability Organizations that manage their information more effectively enjoy reduced costs faster time to market increased revenues and cash flow and increased business agility CIPs are uniquely positioned to help organizations achieve these benefits because they understand the interactions between different information intensive processes and activities
More and more organizations face the need to migrate legacy content to a newer content suite either in the cloud or on-premise This may contain hundreds thousands or millions of files and documents with related metadata and business logic that need to be migrated Prove you have the skills to become the leader of your migration project with AIIMrsquos Certified Information Professional Designation
For further information click here
Require a Digital Leader to Help Drive Success
Content Migration Projects
LOOKING
FOR YOURNEXT STEP
CLICK HERE TO JOIN THE ONLINE DISCUSSION
Do you have a question about this research Would you like to discuss these findings with other members of AIIM
Here at AIIM we believe that information is your most important asset and we want to teach you the skills to manage it Wersquove felt this way since 1943 back when this community was foundedSure the technology has come a long way since then and the variety of information wersquore managing has changed a lot but one tenet has remained constant Wersquove always focused on the intersection of people processes and information We help organizations put information to workAIIM is a non-profit organization that provides independent research training and certification for information professionals
copy 2019AIIM8403 Colesville Road Suite 1100Silver Spring MD 20910 USA +1 301 587 8202 wwwaiimorg
AIIM EuropeOffice 1 Broomhall Business CentreWorcester WR5 2NT UK+44 (0)1905 727600wwwaiimorg
Whatrsquos NextThe CIP Can Help You and Your Organization Navigate the World of IIMNow is not the time to wait on your Digital Transformation initiative IIM practices and methodologies are critical to your success and AIIM can help Digital disruption calls for digital leaders with the skills and experience to optimize information assets and transform business Become that leader now through AIIMrsquos Certified Information Professional (CIP) programAIIM worked with industry experts and focus groups to define the body of knowledge necessary for information professionals to understand core IIM practice areas and methodologies built a certification and test based upon this body of knowledge that is available at locations around the world and created a set of training courses and materials to help information professionals prepare for the examination The path to CIP should be fairly simple for information practitioners who already have expertise and work experience AIIM has a number of resources that can help practitioners at all levels prepare to become a Certified Information Professionaln CIP Data Sheetn CIP Exam Outlinen CIP Study Guide (free to professional members
nonmember fee is $60 USD) n AIIM Training Coursesn Online CIP Prep Coursen In-Person CIP Prep Classesn Practice Exam
CIPs reflect a more integrated more holistic view of information management Changes in one process technology or practice invariably affect others in the organization CIPs are able to see the forest and the trees and understand and plan for these outcomes Because of this CIPs will identify and understand changes that could cause compliance issues thereby reducing liability Organizations that manage their information more effectively enjoy reduced costs faster time to market increased revenues and cash flow and increased business agility CIPs are uniquely positioned to help organizations achieve these benefits because they understand the interactions between different information intensive processes and activities
LOOKING
FOR YOURNEXT STEP
CLICK HERE TO JOIN THE ONLINE DISCUSSION
Do you have a question about this research Would you like to discuss these findings with other members of AIIM
Here at AIIM we believe that information is your most important asset and we want to teach you the skills to manage it Wersquove felt this way since 1943 back when this community was foundedSure the technology has come a long way since then and the variety of information wersquore managing has changed a lot but one tenet has remained constant Wersquove always focused on the intersection of people processes and information We help organizations put information to workAIIM is a non-profit organization that provides independent research training and certification for information professionals
copy 2019AIIM8403 Colesville Road Suite 1100Silver Spring MD 20910 USA +1 301 587 8202 wwwaiimorg
AIIM EuropeOffice 1 Broomhall Business CentreWorcester WR5 2NT UK+44 (0)1905 727600wwwaiimorg
Whatrsquos NextThe CIP Can Help You and Your Organization Navigate the World of IIMNow is not the time to wait on your Digital Transformation initiative IIM practices and methodologies are critical to your success and AIIM can help Digital disruption calls for digital leaders with the skills and experience to optimize information assets and transform business Become that leader now through AIIMrsquos Certified Information Professional (CIP) programAIIM worked with industry experts and focus groups to define the body of knowledge necessary for information professionals to understand core IIM practice areas and methodologies built a certification and test based upon this body of knowledge that is available at locations around the world and created a set of training courses and materials to help information professionals prepare for the examination The path to CIP should be fairly simple for information practitioners who already have expertise and work experience AIIM has a number of resources that can help practitioners at all levels prepare to become a Certified Information Professionaln CIP Data Sheetn CIP Exam Outlinen CIP Study Guide (free to professional members
nonmember fee is $60 USD) n AIIM Training Coursesn Online CIP Prep Coursen In-Person CIP Prep Classesn Practice Exam
CIPs reflect a more integrated more holistic view of information management Changes in one process technology or practice invariably affect others in the organization CIPs are able to see the forest and the trees and understand and plan for these outcomes Because of this CIPs will identify and understand changes that could cause compliance issues thereby reducing liability Organizations that manage their information more effectively enjoy reduced costs faster time to market increased revenues and cash flow and increased business agility CIPs are uniquely positioned to help organizations achieve these benefits because they understand the interactions between different information intensive processes and activities
Here at AIIM we believe that information is your most important asset and we want to teach you the skills to manage it Wersquove felt this way since 1943 back when this community was foundedSure the technology has come a long way since then and the variety of information wersquore managing has changed a lot but one tenet has remained constant Wersquove always focused on the intersection of people processes and information We help organizations put information to workAIIM is a non-profit organization that provides independent research training and certification for information professionals
copy 2019AIIM8403 Colesville Road Suite 1100Silver Spring MD 20910 USA +1 301 587 8202 wwwaiimorg
AIIM EuropeOffice 1 Broomhall Business CentreWorcester WR5 2NT UK+44 (0)1905 727600wwwaiimorg
Whatrsquos NextThe CIP Can Help You and Your Organization Navigate the World of IIMNow is not the time to wait on your Digital Transformation initiative IIM practices and methodologies are critical to your success and AIIM can help Digital disruption calls for digital leaders with the skills and experience to optimize information assets and transform business Become that leader now through AIIMrsquos Certified Information Professional (CIP) programAIIM worked with industry experts and focus groups to define the body of knowledge necessary for information professionals to understand core IIM practice areas and methodologies built a certification and test based upon this body of knowledge that is available at locations around the world and created a set of training courses and materials to help information professionals prepare for the examination The path to CIP should be fairly simple for information practitioners who already have expertise and work experience AIIM has a number of resources that can help practitioners at all levels prepare to become a Certified Information Professionaln CIP Data Sheetn CIP Exam Outlinen CIP Study Guide (free to professional members
nonmember fee is $60 USD) n AIIM Training Coursesn Online CIP Prep Coursen In-Person CIP Prep Classesn Practice Exam
CIPs reflect a more integrated more holistic view of information management Changes in one process technology or practice invariably affect others in the organization CIPs are able to see the forest and the trees and understand and plan for these outcomes Because of this CIPs will identify and understand changes that could cause compliance issues thereby reducing liability Organizations that manage their information more effectively enjoy reduced costs faster time to market increased revenues and cash flow and increased business agility CIPs are uniquely positioned to help organizations achieve these benefits because they understand the interactions between different information intensive processes and activities