Information Management

Leveraging Open Source and the Cloud for Your Open ECM Platforms

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[Originally published on the TeraThink blog]

We’ve been talking about how to leverage open APIs to connect content-centric solutions together. The goal is to leverage the success from deploying point solutions without creating the numerous silos that typically accompany that approach.

The question that arises is what kind of platform providers are incented to create and maintain open APIs? Any vendor can claim to have an open API. Unless supporting those APIs long-term is core to their business model, those APIs may vanish or become closed in the future. While any enterprise content management (ECM) vendor may have open APIs, open source and software-as-a-service (SaaS) vendors are the ones whose business depends on open APIs.

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The Open ECM Platform

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[Originally published on the TeraThink blog]

There has been talk of creating enterprise content management (ECM) platforms for years. They typically do not live up to the hype or expectations. The upfront investment typically required dooms most projects before they deploy their first business solution. It has reached the point where if an organization wants to implement ECM I typically walk away if I cannot persuade them otherwise.

That doesn’t mean that the need for ECM platforms don’t exist. Given the ever increasing creation of content today, it is even more important to be able to rapidly solve content-centric problems without creating numerous content silos. What is needed is an alternate approach to gaining the benefits of an ECM platform without forcing a big-bang approach to ECM with its large upfront investment.

The answer is to pick an ECM system the same way an organization picks a database system. Choose based upon the system’s ability to scale and meet the needs of the organization. An open API (application programming interface) allows the exposure of content services that can be used to add content capabilities to other applications and to build new solutions. Being open allows an organization to move forward without worrying information being bound to that system forever.

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Stop the Closed Content Silos

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[Originally published on the TeraThink blog]

It starts simply enough. Your company needs a system for managing its contracts process. The finance department goes out and purchases a contracts system. Being forward thinking, they pick one that is cloud-based so they don’t have to maintain the infrastructure. Things are going well until…

  • The ability to track supporting documents from within the system is identified shortly after launch
  • After finance loads supporting documents, those documents are now stored in multiple locations
  • Nobody knows which version is the current version any longer
  • Groups outside of finance need access to the contracts but licenses are limited
  • Contracts need to be linked to their CRM and ERP records but nobody can figure out how

The contracts process may be working well but information is trapped in a system that is closed-off from the rest of the organization. The only way to have information everywhere it is needed is to duplicate it which leads to complications in managing information.

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Pointing AIIM in the Right Direction

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Jack's compass from Pirates in the CaribbeanThere are a lot of posts flying around about what information professionals need from an association. My discussion on too many associations seems to have struck a nerve and gotten people thinking. Before I dive into details regarding AIIM, I want to share these posts.

I’m not going to reference the posts moving forward but know that they have, to varying degrees, influenced this post. That said, I had a lot of thoughts on this topic already rattling around in my head. Many of the thoughts below have been shared with other previously as well to test them out.

There are two ways I can share my thoughts. I could rant and rave about everything AIIM is specifically doing wrong. It would get a lot of hits, generate a lot of discussion, and upset the very people who need to read this.

Or…

I can simply dive into what AIIM needs to do going forward. The past is written. The present is malleable. The future is fluid. It is the future that I wish to influence by helping form the present.

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Moving AIIM’s Certified Information Professional Forward

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New York CityIn December, the industry was faced with the prospect of a long needed certification being removed from the market. After the community protested that we need the CIP, AIIM backed off from closing the CIP and committed to updating it to reflect the changes in the industry since the CIP’s inception.

So far so good.

Now we the industry need to help AIIM make the CIP better. Chris Walker had some thoughts on ways to make the CIP more successful. Jesse Wilkins who runs the CIP program for AIIM made some requests from the industry on how we can support the CIP.

Now after having existing CIPs review an updated exam outline, AIIM is asking the industry to review the outline by this Friday, February 12.

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AIIM Awoke the Sleeping Community and Listened

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Paul Atreides from the movie Dune proclaiming, "The Sleeper has awakened!"Last week I shared my opinions on AIIM cancelling the CIP certification program. Similar opinions were shared in many blogs (Mark Owen compiled a nice list), tweets, LinkedIn, and many other channels. I don’t want to dwell on the specifics of those posts because an important thing happened shortly afterwards. Just seven days after AIIM announced the end of the CIP, AIIM reversed course and recommitted to the CIP with the promise of an update at the 2016 AIIM conference.

That’s right. The CIP IS BACK and it is because of the community.

That doesn’t mean that all is right in the universe. If anything, this chaos reveals to us that there are real problems out there. Luckily we also learned that there are passionate people in the community who can be roused to action when they feel they can make a difference.

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Box Makes a Huge Leap in Security

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The Keymaster and Gatekeeper from GhostbustersI saw the Box’s announcement of their Enterprise Key Management (EKM) feature yesterday. This is a big jump forward for Box and puts them well in the front lines for cloud security among vendors with traction. Matt Weinberger had a good write-up about how Box’s EKM works complete with a Ghostbuster reference.

Chris Walker wrote about Box’s EKM announcement and quoted a tweet I made. The tweet follows but I encourage you to go read his post as it is a good one.

I wanted to expand on the quote up above in a comment on Chris’s post then I couldn’t stop typing. I decided to write it here.

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Sony, Information Governance, and the Quest for Relevancy

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Movie: The InterviewPeople have been writing for months about what could have prevented or lessened the impact the Sony hack. I’ve talked to many people in the information governance industry on this very topic. I’m a firm believer that even with proper information governance policies that were properly followed, the impact of the Sony hacks would be the same.

Of course, not everyone agrees. Lubor Ptacek asked if enterprise content management (ECM) could have prevented the hack. While his answer was not a definitive ‘Yes’, it did fall strongly on the side that it would have made a significant difference.

Lubor is a smart person so I’ve decided to visit his points in this post.  Before I start going point-by-point…

You Can’t Govern Stupid

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Information Governance and eDiscovery

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Back in May, Julia Colgan wrote a great post breaking down the latest version of the Electronic Discovery Reference Model (EDRM). She outlined the changes in her post but the most significant change is the use of Information Governance instead of Information Management.

Version 3 of the Electronic Discovery Reference Model

Before I dive into the model, I want to make one thing clear. The purpose of this model is to show how all these concepts work together for the purpose of eDiscovery. It is meant to drive understanding.

Which is why I am not happy with the model.

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Information Governance and Records Management Need to get Radical Together

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A couple weeks ago I ranted that we were beginning to make many of the same mistakes with Information Governance that we had made with Enterprise Content Management (ECM), and to some extent Records Management. The post stimulated posts from James Lappin and George Parapadakis.

I respect both of them and it is entertaining to see them taking completely opposite approaches to the problem. It would be entertaining, for me at least, to see them debate the issue. I suspect it would get quite…energetic.

Of course, being on extremes, they both missed the mark.

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