Wednesday, April 14, 2010

AIIM Keynote Panelists - Content Management: Driving Your Business

Next week at the AIIM conference Oracle will chair an executive keynote panel. (You can see video of the panel we did last year here.) This year the focus will be on elevating content management to make it a pillar of your corporate infrastructure, much like CRM or ERP. This event takes place at the Pennsylvania Convention Center at 8:45 AM on Tuesday April 20th, 2010.

Our panelists will be:

Cindy Bixler, CIO, Embry Riddle Aeronautical University
Cindy Bixler has over twenty years experience in Information Technology primarily in Higher Education.  She has worked in various roles within IT from staff to leadership and in all areas of IT; project management, applications, services, and infrastructure.  She is currently the CIO for Embry-Riddle Aeronautical University.  She continually works to align IT strategies with University business goals to ensure successful project outcomes.        

Tom Showalter, Managing Director, JP Morgan Chase
Tom Showalter is Managing Director of Image Services at JPMorgan Chase.  In his current role, Tom manages the Global Image Services group for JPMorgan Chase & Co. including archives, document capture and content management for checks, statements, scanned documents and line data in both the US and global markets. 
With over 30 years in Financial Services, Tom’s accomplishments include managing the build of the check and statement archives, establishing Image Services as a global enterprise function, and consolidating over 60 disparate archives and content management repositories throughout the organization. Capture, content management and workflow applications have been added to the Image Services portfolio over the past several years, providing an integrated solution for JPMorgan Chase & Co.’s lines of business.  Tom’s prior experience was largely in bank operations where he managed check and day 2 operations. 

Tom holds an MBA from Case Western Reserve University, Cleveland Ohio where he majored in Management Information Systems and Finance, and he has a B.S. in Business Administration from The Ohio State University.



Irfan Motiwala, Senior Vice President, Moody's Investors Service

Mr. Irfan Motiwala is Senior Vice President of Corporate Systems at Moody’s where he is responsible for leading the technology strategy and delivery of their Financial, Business Intelligence and Moody’s Analytics Systems.  In this capacity, he recently led and completed a global consolidation of their financial systems across 22 countries onto a single platform and is currently responsible for the global consolidation of systems for the Moody’s Analytics Business Unit.   Prior to joining Moody’s in 2005, Mr. Motiwala held a variety of technology management positions spanning both the public and private sectors and brings 15 years of experience from the technology industry.

Mr. Motiwala received his MS from Columbia University in Technology Management and a BA in Mathematics from New York University.  He is also a member of the Society for Information Management in New York City.

Monica Crocker, CRM, PMP, Corporate Records Manager, Land O'Lakes
Monica Crocker has been an Enterprise Content Management (ECM) consultant since 1991.  Monica serves as Corporate Records Manager for Land O'Lakes.  , helping tailor ECM solutions to meet clients’ business needs.  Prior to joining Land O'Lakes, Monica implemented an ECM solution at the Minnesota Department of Human Services that included 1500 users, 10’s of millions of documents and 46 separate document classes.  Her expertise includes enterprise strategies for content management, records management, electronic discovery, taxonomy design, project management and business process redesign.

Now that Monica is no longer herding cats (figuratively) as a consultant, she applies those cat herding skills to her volunteer work at The Wildcat Sanctuary

She is Member-at-Large on the Minnesota Chapter of AIIM Board and has received AIIM’s Distinguished Service Award.  She is accredited through AIIM with an Electronic Document and Image Management Laureate (LIT) and is a Certified Records Manager (CRM) and a Project Management Professional (PMP).

The panel will be moderated by:

Robert Shimp, Vice President, Technology Marketing
Robert Shimp is Vice President of the Global Technology Business Unit for Oracle Corporation. He is responsible for product marketing and sales support globally for Oracle's Database, Fusion Middleware, Enterprise Manager and other product lines. He has had a key role in bringing to market Oracle's grid computing and SOA technologies. He is also the architect behind several popular marketing campaigns for Oracle such as "Unbreakable" and "Get on the Grid."

Prior to that, Mr. Shimp was involved with the development and introduction of well-known brand name products including Hewlett-Packard's HP-UX operating system, MIPS microprocessors, and the UnixWare operating system.
Mr. Shimp holds a Bachelor in Electrical Engineering and in Engineering & Public Policy from Carnegie Mellon University. He also holds a Master of Business Administration degree and a Juris Doctorate from the University of North Carolina, Chapel Hill.

Wednesday, April 7, 2010

AIIM Expo 2010 Preview

I've created a preview of the AIIM conference on YouTube. Hopefully this will give you some ideas on things to see at the AIIM Conference.





Also, our partner ImageSource will be speaking in the Oracle booth about their integration of Oracle Imaging and Process Management and Epic Electronic Medical Records at Swedish Hospitals. ImageSource will be presenting a longer version of this presentation along with Swedish and Fujitsu on Wednesday at 2:25 pm (session G08).

Look forward to seeing you there!

Monday, March 15, 2010

AIIM ECM Seminar Series

I spent part of last week at the AIIM ECM Seminar events in Seattle and San Francisco. And besides seeing some old friends in Seattle, which was GREAT, I also enjoyed hearing what was on the minds of people who implement content management and records management projects.

We talked about the 8 Things You Need to Know About Enterprise Information Management blog post, since that was the theme of our presentation. And part of that addresses information that must be accessed from business processes such as accounts payable and employee onboarding. In some cases information must be shared between enterprise applications such as an ERP system and a CRM system. That caused the first question:

What is an ERP system? What is a CRM system?
ERP stands for Enterprise Resource Planning. Systems that address ERP deal with inventory and shipping, billing, payments, and other core business processes. CRM stands for Customer Relationship Management, and address customer contact information, sales processes, customer support, and marketing efforts. These systems often need to refer to documents such as invoices and sales proposals to enable users to understand the history of transactions.


Another question came up:

Does Oracle Content Management support subscriptions? Can you force updates? Does it support versioning? Can you control versioning?
These questions in the Seattle session were raised by customers who were dissatisfied with how SharePoint addresses these features. And the answers were yes, Oracle Content Management has the powerful features to address these issues in a way that is unobtrusive to end users. Users can subscribe to specific documents, or based upon metadata such as document type, keywords, author, department or other attributes. Users can be notified when a document they should care about has been updated. Furthermore, when a user copies a document to their desktop, they may not realize when that document has been superceded. But using Oracle Information Rights Management, users can be forced to update those documents when they open them.

We also discussed some of the upcoming and colliding trends in the industry, especially Enterprise 2.0 and e-Discovery. That drove a few questions:

What is e-Discovery?
Discovery is the process of finding information and evidence pertinent to a lawsuit or audit. E-Discovery addresses electronic information or evidence. The rules on e-Discovery for Federal Courts were updated in 2006. You can see this article on e-Discovery and the Federal Rules of Civil Procedure that I co-authored for the Information Management Journal.

As part of that we discussed was Oracle’s offerings in the area of social media and Enterprise 2.0. As organizations address the need for Enterprise 2.0 offerings, they are concerned about scalability, security and compliance. Oracle’s Enterprise 2.0 offerings address those issues by building the Enterprise 2.0 features on top of the full featured capabilities of Oracle Content Management. I asked the group how ready they were for social media and Enterprise 2.0 at their organizations. Did they have a social media policy? Many folks did not, a few said they were creating them. I was able to point them to a site that has some excellent examples of social media policies at companies like Cisco, Coca-Cola and FedEx:

All in all it was a great two days of exchanging ideas in the sessions and at the Oracle tabletop during the breaks. We have four of these events left in LA, Denver, Dallas and Houston. We hope to see you at them. If you did attend I'd love to hear your thoughts.

If we are not already working together, hopefully we can get acquainted on Twitter, Facebook, or LinkedIn!

Thursday, March 4, 2010

8 Things You Need to Know About Integrating Content Management With Enterprise Processes

My current blog post is being hosted on John Mancini's Digital Landfill blog. I'll be presenting on this in more detail at the AIIM ECM Seminar Series on March 9th in Seattle and March 11th in San Francisco. For more information about integrating with enterprise processes, see our webcasts presenting:
Also check out the Oracle Enterprise Application Documents white paper.
And the Oracle Enterprise 2.0 blog.

Wednesday, February 3, 2010

Top Skills Webinar Review

The AIIM Top Skills webinar took place last week. The webinar revolves around a survey where 656 ECM industry participants answered questions about the skills, training and compensation for people in the industry with an eye on what it takes to move forward in your career. Over 1100 people registered and over 450 people attended the event.


The event was also covered on Twitter using the #TOPSKILLS hashtag. The conversation on the hashtag continues as people ask Doug Miles further questions about and discuss the results.


A number of good questions came out of the event:

•    What skills would you most like to improve?

•    What is the most desirable title?

•    What % of orgs are planning their first implementation?

•    What % of webinar viewers will take training in 2010?

•    What is the average salary for a records manager, an information architect, an IT manager, an LOB manager?

•    Will my salary go up if I raise my skills?


It was interesting to note that for IT folks, the skills they most wanted to improve revolved around records management. Not many records managers indicated an interest in raising IT skills however!


The most desirable title was Information Architect. In my experience this role is someone who leads the entire content management effort for an organization. A great example is Nancy Richards when she was at Swedish Medical. There is a good write up on her achievements in this role in this Infonomics article.


Another stunner was the percent of organizations that are planning their first implementation. For those of us who have been in the content management arena for years, it is easy to think every organization has been through many of these implementations. But of the respondents, 23% were planning their first significant project, and 16% were rolling out their first significant project. That means a lot of folks in the AIIM crowd are still looking for the basic information on workflow, taxonomy, repository setup, user roll out - the things we take for granted in a content management project.


Also interesting was the parity between IT and LOB for salary - it was closer than most people think.


Oracle sponsored this research as part of our ongoing support for the content management industry and the people in it. We'd be interested in your feedback regarding future research you'd like to see. And in the same spirit, Oracle is sponsoring an executive keynote panel at AIIM Expo, for the second year in a row. For more information you can see the AIIM Expo keynote page.

Tuesday, January 19, 2010

TopSkills Webinar

The AIIM Top Skills webinar will take place next week. This webinar is based on survey results asking content management practitioners “What are the Top Skills you need to move forward in your career?” It also talks about their organizations’ policies for training, and salary comparisons of a number of positions in the industry.

With over 700 content management respondents, there is some good data there. And with over 950 people signed up, a conversation on the event has begun – people are anticipating what some of the answers will be and sharing their own thoughts on what are the Top Skills needed – on Twitter at hashtag #TOPSKILLS. We will monitor the #TOPSKILLS hashtag during and after the event for questions and discussions, so join in the conversation!

Monday, January 4, 2010

Podcasting with Bex

So, I guess the first question is, what is Infoglut? This question kicked off my podcast with Brian “Bex” Huff on his co-authored book, “Transforming Infoglut! A Pragmatic Strategy for Oracle Enterprise Content Management.” Most of you know Bex – he’s an Oracle Ace and was a key developer at Stellent, so he’s pretty qualified to talk about the status and direction of content management. And he’s very passionate about what is right and what is wrong, including content management practices. So, as you would expect, he got on a bit of a rant, and it was fun to sit back and watch his intellectual sparks fly.

A couple of interesting points:
•    Because the CIO reports to the CFO, technology is a cost center instead of a center for innovation.  But this is going to change. Some studies suggest that data value will be seen as a line item in the balance sheet. So CIOs are going to be charged with more innovation.

•    Regarding social media, Bex states “I’m a serial-contrarian… Social media? As opposed to anti-social media?” What people are looking for are inspirational applications – applications that are “fun” to use.

•    Bex also provides his definition of Collaboration vs. Content Management vs. E20  - and three predictions for the industry in 2010.

You can hear it for yourself: http://bit.ly/6iTIXW