Making Information Management Work in Our Digital World

[Originally published on the TeraThink blog]

These filing cabinets have a lot of information to digitizeOne of our core solutions at TeraThink is Information Management. It is a term that we, and the industry, use to encompass a large collection of skills and expertise centered around content and information. Information Management is also a critical part of everything organizations do every day.

How do we define that collection of skills? Stated from a high level:

Information Management (IM) is a strategy for the coordinated management of all information throughout an organization, allowing for people and systems to find and use information from within any business context.

The goal is to provide people the right information at the right time and be confident that nothing is being overlooked. We make sure that information flows as needed between every system and process. Whether we are talking about governance, content, or digital transformation, IM is at the heart of every project and sets up long-term success for our clients.

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Saying Goodbye to Documentum

One year ago, when Dell announced it was buying EMC, I wrote,

If you see Open Text or CA buy the ECD, start lighting the funeral pyres because Documentum would be officially brain dead and waiting for the machines to be turned off.

Well, it happened. OpenText acquired Documentum. This brings to end the Enterprise Content Management (ECM) wars that began almost 20 years ago. Back then, the leaders were FileNet, Documentum, Oracle, and OpenText. FileNet is buried at IBM who is flirting with Box. Oracle is struggling to reestablish itself after bringing on former Documentum leaders but they are fading away.

This morning, OpenText announced their acquisition of Documentum. I was hesitant to predict that OpenText was going to buy Documentum. It was the obvious prediction and I knew that it would be a chunk of change. $1.62 billion was the final price which covers the $600 million OpenText raised in May and another billion of debt commitment provided by Barclays for this transaction.

I suspect that nobody else was willing to pay EMC that much.

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Reports from the Content Management Frontier

The following are excerpts from an explorer hiking the Gartner Hype Cycle for Enterprise Content Management (ECM) technologies.

Day 1, Reached the Peak

Today we finally reached the Peak of Inflated Expectations. The view is simply amazing. This technology is going to revolutionize everything. Everyone is excited and  teaming up with their friends. Documentum just got some great new equipment from EMC. I suspect that those two will be very happy together for a long time.

Life is good.

Day 2, Getting Crowded

Apparently everyone is excited and more and more people are joining us on the Peak. While the view is still lovely, the ground is starting to get muddy from all the people trampling everywhere.

Stellent showed up with their new pal Oracle. Everyone thinks they are a bunch of posers but they are mostly keeping quiet because Oracle has a bit of a temper.

There seems to be a new noise. I’m going to go check it out.

Day 4, Ooops

That noise from the other day? That was the beginning of an avalanche that carried the entire group off of the Peak. According to our maps we are in the Trough of Disillusionment. It is hard to validate because nobody can get a clear signal anymore. It is a bit gloomy but some people seem to think we can get out.

OMG! Open Text ate Hummingbird while we were sleeping! They must be panicking already.

Tensions are very high.

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You Will Never Have One Place for All Your Content

Dr Who in the rainYou read the title correctly. No matter how hard the industry works between now and the time you die, or are simply drooling in a wheelchair, you will never have one place for all of your content. I’m not simply talking the difference between work and personal pieces of information. Whether you are at work or home; on your computer, tablet, or phone; or any combination of those, you will always have content you need to access in multiple systems.

A little depressing isn’t it?

That doesn’t make it less true. If it makes you feel any better, it will not be entirely your fault. The problem is that you and your company do not own all of the content that you use. There is content out there that originates, and lives, in other places.

And there is nothing you can do about it.

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Why We Don’t Have an Enterprise Data Management Problem

Finally pulling out the analogy to end all analogies in the argument of whether or not Enterprise Content Management is dead or alive. Honestly, it never existed and we need to focus on Content Services. Dan Antion, an AIIM Board Member, disagrees with me. While I never let someone disagreeing with me slow me down, Dan is a smart guy and a friend. When he feels that ECM is alive and real, I pay attention.

I have one question for Dan. How is his Enterprise Data Management system working out?

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What Constitutes Industry Leadership?

File:Aston Martin DBS V12 coupé (front left) b-w.jpgOne of the debates that I have often had with other Information Professionals is the question, Who are the “Leaders” in our industry? This was always up for a good debate because we could never agree on the basic ground rules:

  • What role does the technology play?
  • Do you measure by sales or install base?
  • Do we care what Gartner, Forrester, or others say on the topic?
  • What players are even in our industry?

With all these open questions, it is a debate that usually lasts until someone gets fed up and forces a topic change upon the group by asking, Who is buying the next round?

This is a question that is important for me to address and I thought I would open it up for discussion.

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Box Isn’t Disrupting Because of the Cloud

I recently realized this truth which seems both contradictory and obvious at the same time. Box and the other cloud vendors aren’t disrupting the industry because they are Cloud/Software-as-a-Service(SaaS) vendors, they are disrupting it because they put people ahead of the Enterprise.

Think on it a minute. I talked about this in my AIIM keynote but I didn’t link it all together. SaaS may be the disruptive technology but it is the ease-of-use built into the applications themselves that is giving them market share.

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Cloud May be Easier but Do Your Homework

imageAt this point, just about everyone acknowledges that the simplified, cloud-based Content solutions like Box and Syncplicity are here to stay. There is a place for them in the Enterprise world and that place will grow as their capabilities grow.

What I’ve been hearing and seeing is a repeat of what I’d like to call the SharePoint Experience. People would just role SharePoint out because it was easy and expect everything to work. As we all now know, that wasn’t always the case.

Content Management, when done in a way to do more than just replace a file share, requires planning. It requires Change Management aspects to be considered. The impact to the business processes needs to be planned. Old content has to be migrated.

imageWhen SharePoint hit it big, this didn’t happen. Technicians just implemented it without considering the need to understand Content Management. Now, it is a different story.

As these new offerings are purchased and deployed, I’m seeing a lot of the same things. Instead of IT, the business users are leading the efforts. Sure, they don’t need to create an architecture or determine what customizations are needed, but they still need to plan.

  • How are we organizing content? Are we going to rely on tagging? Do we need to establish a simple Taxonomy?
  • What are we going to do about existing Content? Do we migrate or leave it as is? Are we bringing any structures from the old system over?
  • How do we integrate our business processes?
  • Speaking of integration, what about our other business systems?
  • How are we providing documentation, training, and support to our users?

These are common issues in Content Management and with a cloud-based system they may be simpler questions to answer.

The key to answering these questions is knowing that they need to be asked before the project starts.

Checklists of things to do aren’t going away, they are just getting shorter. They are becoming simplified but still require knowledgeable Information Professionals to lead the effort.

The goal of these cloud-based Content Management solutions is to take the simplicity of file sharing and add the functionality of Content Management. We all need to make sure that the result of this combination is the best of both worlds and not the worst.

Yammer and Microsoft, a Win for Both Sides

There is going to be no shortage of analysis of Microsoft’s acquisition of Yammer. I’m not going to take time to parse it all. I do want to share some quick thoughts on the acquisition while everything is still fresh on my mind and the deal seems more likely to be completed.

Yammer Cashing Out

Yammer was one of the pioneers in the the Enterprise 2.0/Social Business space. The issue that over the years as the space has evolved, the amount of evolution coming from Yammer has been limited. Their product has gotten better but they remain, at their core, a micro blogging service.

imageThe space has been moving on though. People have been learning that all these Social Business tools work best when they are part of the business process, not when they are on their own. With Yammer, you may produce less email and generate greater visibility into what people are doing in the organization, but you also have a new inbox to check. It is just one more window to keep open.

Let’s face it. Chatter turned SalesForce into a social platform. Yammer has been stuck in tool mode.

Yammer was facing a stiff uphill battle to remain relevant over the next several years. They seem to have been heading in the right direction, but there were a lot of questions about whether or not they could evolve fast enough to keep up.

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The Content Management Expert Paradox

Several weeks ago, Alan Pelz-Sharpe tweeted an observation that I have observed many times that is paradoxical in nature.

Many/Most CMS projects fail, but few/any CMS professionals have ever worked on a failed project 🙂

While this quote was likely referencing more Web Content Management (WCM) efforts than the broader world of Content Management, I have noticed this as well. In fact, this is something that seems to be true among all branches of Content Management.

Aside from people hiding their failures, I think there is an additional factor.

Failure begets Transition.

Before I dive into that, I will now confess to my least successful projects. I am only listing projects where I had a significant role and am aware of the final outcome for the project.

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