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Social media and records management

Date post: 24-Dec-2014
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A review of the conflicting control/access pressures organizations will have to address as they consider social technologies.
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Social Computing and Records Management: Strange Bedfellows
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Page 1: Social media and records management

Social Computing and ���Records Management: ���

Strange Bedfellows

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•  Bedfellows -- plural of bed·fel·low (Noun) 1.  A person who shares a bed with another.

2.  A person or thing allied or closely connected with another.

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My thesis:

There are fundamental forces at work changing the way organizations use, consume, control and share information…

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This is the fundamental tension I would like to discuss today…

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“Why is it that I know more about what my High School girlfriend had for dinner than what is going on in my organization?”

Tony Zingale, CEO Jive

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Staff access to Facebook, Twitter, You Tube and Instant Messaging is barred in 45% of organizations.

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•  The new social media and cloud technologies promote sharing and collaboration, while RIM worries about records declaration tools, retention rules and records destruction.

•  It is a classic tension between openness and collaboration vs. governance and control.

http://aiimcommunities.org/erm/blog/rim-20-revolution-or-coup

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•  Because digital storage costs have plummeted, there is little pressure to delete or destroy information in the cloud.

•  From Google's perspective, keep it forever. As long as you can find what you are looking for when you need it, we're good.

http://aiimcommunities.org/erm/blog/rim-20-revolution-or-coup

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•  This tendency flies in the face of the traditional RIM philosophy, which is based on the high cost of paper storage, the perceived high cost of digital storage (which is less valid each year), and the liability of keeping things longer than necessary.

http://aiimcommunities.org/erm/blog/rim-20-revolution-or-coup

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…Records Management seems like it has never been hotter…

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57% Recent events have

highlighted risk.

Source:  AIIM  -­‐-­‐  E-­‐Discovery  and  ERM:  How  is  records  management  performing  in  the  new  spotlight?  

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83% RM Importance has

increased. Up

Source:  AIIM  -­‐-­‐  E-­‐Discovery  and  ERM:  How  is  records  management  performing  in  the  new  spotlight?  

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…But there are forces at play that will inevitably marginalize traditional RM in the years ahead…Unless…

hAp://mirroreyes.wordpress.com/  

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…Unless we can start thinking like a CEO…

hAp://mirroreyes.wordpress.com/  

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What does a CEO care about?

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Certainly risk management.

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36% No legal hold

procedures.

Source:  AIIM  -­‐-­‐  E-­‐Discovery  and  ERM:  How  is  records  management  performing  in  the  new  spotlight?  

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56% Not confident in e-mail

integrity.

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26% Undeleted records

beyond retention period have affected a litigation

Source:  AIIM  -­‐-­‐  E-­‐Discovery  and  ERM:  How  is  records  management  performing  in  the  new  spotlight?  

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What does a CEO really care about?

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The CEO Perspective

Source = IBM Worldwide Survey of 1,500 CEOs, 2010

69% More volatile

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The CEO Perspective

Source = IBM Worldwide Survey of 1,500 CEOs, 2010

65% More uncertain

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The CEO Perspective

Source = IBM Worldwide Survey of 1,500 CEOs, 2010

60% More complex

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The CEO Perspective

Source = IBM Worldwide Survey of 1,500 CEOs, 2010

53% Structurally different

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The CEO Perspective “…CEOs have never expressed a greater need to obliterate their blind spots. Too often, they say, information based on customer interactions is trapped in organizational silos.”

Source = IBM Worldwide Survey of 1,500 CEOs, 2010

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The CEO Perspective “Organizations that are able to combine, or layer, many kinds of information from different customer channels – with frequency – are best positioned to succeed.”

Source = IBM Worldwide Survey of 1,500 CEOs, 2010

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Building Operating Dexterity

•  Simplify whenever possible

•  Manage systemic complexity

•  Promote a mindset of being fast and flexible

•  Be “glocal”

Source = IBM Worldwide Survey of 1,500 CEOs, 2010

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Get  rid  of  manual  processes.  

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Get rid of paper.

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Get more out of the middle of

the organization.

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Streamline the supply chain.

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Social computing within the enterprise

•  Spotlight falls on the middle of the enterprise organization

– Not about getting more efficiency from the bottom

– Not about getting better strategic views at the top

•  Enterprise  Facebook  

•  Enterprise  YouTube  

•  Enterprise  TwiAer  

•  Global  presence  detecKon  

•  On-­‐demand  conferencing  

•  Telepresence  everywhere  

•  Mobile  access  to  everything  

•  Global  search  

•  Community  content  management  

•  With  more  revoluKonary  applicaKons  to  come  .  .  .  .    

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Reinvent customer relationships

•  Honor your customers above all else

•  Use two-way communication to stay in sync with customers

•  Profit from the information explosion

Source = IBM Worldwide Survey of 1,500 CEOs, 2010

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Proportion of Fortune Global 100 companies with… 65%

54% 50%

33%

BLOG

SOURCE = Burson Marsteller survey, The Global Social Media Checkup

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Concept  source:  Google  

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Social computing outside the enterprise

•  Spotlight falls on user experiences and metadata

– Transaction processing is necessary but not sufficient

•  CollaboraKve  filtering  •  Behavioral  targeKng  •  Personalized  transacKons  •  LocaKon-­‐based  services  •  PredicKve  analyKcs  •  Machine  learning  

•  Fraud  detecKon  •  MulK-­‐channel  engagement  

•  Social  networking  •  With  more  to  come  .  .  .  .  

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So What?

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The Mancini Theorem: For the C Suite, operating dexterity and customer engagement will top risk management every time.

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Deb Logan (Gartner) at AIIM: 1. Most future IT investments

will be funded from cuts in existing IT spending.

2. 70% of IT spending is devoted to maintaining legacy systems.

3. Divestments matter as much as investments.

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The good news for RM -- Agree or Disagree:

The major “IT” challenges have shifted from the “T” (technology) to the “I” (information).

85% Agree

Source: AIIM Survey of 600+ executives from end user organizations.

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The bad news for RM

“In the future it is more likely that companies will be required to retain all digital files, and insure their accuracy, than to delete them.”

Source: AIIM Survey of 600+ executives from end user organizations.

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How will RM play in the coming world in a meaningful way without getting in the way?

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•  [email protected] •  Twitter = jmancini77 •  Blog = Digital Landfill (aiim.typepad.com)

•  8 things e-books = aiim.org/8things •  Facebook = facebook.com/jmancini77 •  LinkedIn = linkedin.com/in/jmancini77

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Get Help Get FREE Stuff

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aiim.org/research  

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aiim.org/research  

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aiim.org/research  

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aiim.org/research  

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Free  ebooks-­‐-­‐  aiim.org/8things  

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Such  a  deal.  30%  off  ERM  Silver  Spring  class,  Oct  5-­‐8    ERMSS1010    (available  now  through  Sept.  30)              

25%  off  any  online  course  bundle:  ARMA2010    (offer  available  now  through  Oct.  15).  

Or  more  convenKonally,  [email protected]  or  give  me  your  card.  

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h"p://aiimcommuni-es.org/erm  


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