AIIM Standards Program Plan 2013 Why the change? * Standards for products in our space are not as necessary due to commercialization/ consumerization of products * Best practices are needed to provide guidance to end users as to how to get the most out of the products they purchase and use * File formats are increasingly more important to be able to be used across platforms, devices and for preservation. This is where AIIM can and should continue to play a role. Broad topics to cover: * ERM * Trusted Assessment * File Format (exception) – PDF, StratML, etc. * ECM * Social Governance and Social Media Content * Consumerization of IT * BYOD Guidelines/Mobile (BP for integrating mobile device content into corporate data stores) * Business Processes * CIP topics * Privacy/Security where needs are not being met by another organization What are the tools/technology we will use? * Editme wikis which will transition to SharePoint or other collaborative group. * Yammer or similar tool for collaboration and communication * SurveyMonkey for ballots * GoToMeeting for meetings * AIIM Website AIIM Standards Program AIIMSP _4ad1eae0-51ac-11e1-b8f3-b01a7a64ea2a Betsy Fanning Director of Standards, AIIM AIIM Enterprise Content Management Vendors ISO TC 171 SC2 U.S. Technical Advisory Group to ISO TC 171 Centers of Engagement/Excellence How will we develop standards and best practices? Through the use of Centers of Engagement/Excellence: * Meetings are all virtual * Annual F2F networking gathering * Discuss ideas (think tank but tactical) * Build the CIP Body of knowledge Customers for AIIM Standards Who are our customers for AIIM Standards? The primary customers for AIIM Standards include end users who are tasked with implementing technology in their organization (IT, Content managers, records managers, ECM Specialists, etc.) and solution providers (vendors, consultants, VARS, system integrators, etc.) who are developing products or are installing or helping customers to install product. The products produced by AIIM Standards are not market specific. Unfortunately, many of our customers don't know that they need our product until it is too late. The vendor may not have implemented, for example, PDF/A in their product and because of that the customer chose another product or an end user organization's implementation in spite of training has gone over budget, experienced scope creep, is not resulting in process improvements, etc. Those who are not customers are the individuals in the organization who are the pure users of the technology (i.e., sales people, administrative personnel, etc.). IT Managers Content Managers Records Managers ECM Specialists Solution Providers Vendors Consultants VARS System Integrators AIIM's Standards Program is the internationally recognized authority for developing and promoting market relevant information management best practices, standards, and guidelines that guide the industry and enable organizations to effectively use content. _ff79f00c-0cee-11e2-8b68-70530bc9daa5 To drive the development and adoption of standards and best practices for the information management industry to ensure the long-term growth and sustainability of the industry while providing value to AIIM and its constituents. _ff79f714-0cee-11e2-8b68-70530bc9daa5 Standards Vendors of Enterprise Content Management (ECM) solutions can use AIIM's ANSI and ISO Standards and Industry Specifications to improve product performance, increase sales, and grow profits through participation in the development of standards and incorporating them into solution designs and functionality. Product Performance Sales Profits Interoperability Target markets will be expanded through better interoperability, and overall marketing efforts will benefit from increased credibility. Credibility Competitive Advantage Technology and product development investment can also be protected through participation in standards development by insuring that the vendor’s products or services are not adversely impacted, while a competitive advantage will be gained over late adopters. Cost Reduction Components both hardware and software, will enable manufacturing costs to be lowered, raising profits on products and services complying with standards. AIIM's position as Secretariat for ISO TC 171 SC2 subcommittee and as Administrator of the U.S. Technical Advisory Group to ISO TC 171 fosters these benefits at an international level. Success Users are ensured a better success rate and longer systems life through the use of standards. Interchangeability and open platforms can assure easier migration, better protection of vital corporate records, and better investment protection. Systems Life Interchangeability Open Platforms COTS Software Procurement costs will be lower as well with better comparisons and lower costs by using standard COTS (commercial off-the-shelf) components available from multiple sources. Risk Reduction Risk will also be reduced, as implementations are easier and more successful. User Acceptance User and management acceptance will also be increased with the credibility that comes from products and services that meet or exceed EMC standards. Management Acceptance Profitability AIIM profits and stability will improve as the standards program provides the above values and benefits to its constituents. These values and benefits along with the credibility the program brings will lead to additional members, both individual and Trade. Stability Attention By attracting attention and increased participation in standards development the association will improve its brand recognition and help to position AIIM as the leader in the ECM market and the official standards development organization for ECM in ANSI, which should increase participation in AIIM functions, such as the Conference and Exposition. Better and more ECM standards will also increase vendors’ sales, user acceptance, and industry growth, a primary goal of the association. Participation Brand Recognition Products Deliver products _ff79f87c-0cee-11e2-8b68-70530bc9daa5 1 What are our products? Standards Specify requirements that must be followed to comply with the standard _ff79f926-0cee-11e2-8b68-70530bc9daa5 1.1 High-level Areas for Standards Program: * Hardware and software standards – not for AIIM to play * File format, directories, components, processes, preservation, sustainability – space for AIIM * Best Practices – best place for AIIM to play – Governance, tips for effective use and adoption of standards and technology and processes, etc. (relatively short documents rapid development – 5-10 pages developed in 1 year or less with shorter approval cycle.) These will complement CIP, Certified Information Professional, AIIM Training and the major annual themes or specific to vertical markets. * Social media content * Trusted Repositories and Assessment * Develop IMBOK, Information Management Book of Knowledge when have over 300 CIPs. How will we develop standards and best practices? Through the use of Centers of Engagement/Excellence: * Meetings are all virtual * Annual F2F networking gathering * Discuss ideas (think tank but tactical) * Build the CIP Body of knowledge 1fd2e13e-0a5c-4891-8821-afd04bd7db43 Recommended Practices [Document] requirements along with tutorial information to better explain the requirements _ff79f9bc-0cee-11e2-8b68-70530bc9daa5 1.2 74d6944c-3f6d-4105-826d-bca7009110a5 Technical Reports [Document] tutorial information that enables the industry to start thinking along the lines of a standard _ff79fa66-0cee-11e2-8b68-70530bc9daa5 1.3 2149d58c-3076-4607-ac55-bb55fd5a2c77 ARPs [Document] AIIM Recommended Practices (ARPs) to provide application specifications _ff79fb06-0cee-11e2-8b68-70530bc9daa5 1.4 In essence this is a standard for trial use to validate the market relevance of a standard before registering it as an ANSI/AIIM document. 04d817db-50f8-49b5-8302-7117a8652709 Test Charts [Provide] tools to validate the quality of the images being captured to ensure long term legibility _ff79fb9c-0cee-11e2-8b68-70530bc9daa5 1.5 d9723485-98e2-46ac-9166-5c813df0e676 Blogs Create blog posts _ff79fc50-0cee-11e2-8b68-70530bc9daa5 1.6 In addition to developing standards and best practices, program will also: * Create blog posts from standards community in the appropriate established community to promote standards and related issues * Virtual thought leadership discussions 67ed1e73-f7b9-4161-8542-4eea99e81740 Thought Leadership [Conduct] virtual thought leadership discussions _ff79fcf0-0cee-11e2-8b68-70530bc9daa5 1.7 54fb5095-b760-4e30-9340-9809c65accb4 AIIM Support Support AIIM _ff79fd9a-0cee-11e2-8b68-70530bc9daa5 2 What should AIIM Standards do for AIIM? Leads Provide leads for membership _ff79fe4e-0cee-11e2-8b68-70530bc9daa5 2.1 Vendor Members of AIIM Standards should provide leads for membership in the Association fb444c68-51da-4aeb-bdd0-2844ae463530 Technical Information Professionals Address the need for technical information professionals to connect with AIIM _ff79fef8-0cee-11e2-8b68-70530bc9daa5 2.2 Technical Information Professionals Standards should address the need for technical information professionals to connect with AIIM • Ideally should be an agile, rapid content developer for the Association 51a80858-d5e4-488e-a623-658c004b4047 Content Develop content for the Association _ff79ffa2-0cee-11e2-8b68-70530bc9daa5 2.3 Ideally should be an agile, rapid content developer for the Association 622cda01-83e2-49ae-a5ee-1fd4ce173ec9 Customers _ff7a0060-0cee-11e2-8b68-70530bc9daa5 3 Finding Find customers _ff7a010a-0cee-11e2-8b68-70530bc9daa5 3.1 Where can we find the customers? Many of the customers for the more mature technologies are not spending time on social networking tools so we will not reach them through those avenues but will need to use more traditional methods of email, newsletters, chapter presentations, etc. to reach them. 842c39eb-9d91-43d4-86b1-b4a177406833 Qualification Qualify customers _ff7a01b4-0cee-11e2-8b68-70530bc9daa5 3.2 How can we qualify the customers? The potential users are going to search catalogs or better structured web sites for standards that meet their needs. They are going to want to see case studies of uses of the standards and have tools or white papers that help them to better understand their use in their organization. Once they have identified the standards that they feel are appropriate for their organization, they are going to cite standards in RFPs or be vendors who have received an RFP that cites standards. The vendors who receive RFPs/RFIs with standards identified are going to want to be able to find the standards to ensure that their product and proposals meet the request. cbadb765-3aa3-4d57-a0b3-191c2f1ce60d Unknown Information Professionals [Help] unknown information professionals learn about AIIM Standards _ff7a027c-0cee-11e2-8b68-70530bc9daa5 3.3 Information Professionals How will unknown information professionals learn about AIIM Standards? * Blog posts on key blogging sites that point back to AIIM (LinkedIn, etc.) and AIIM Communities * Presentations at key events where target audience attends * Keep AIIM name represented within similar standards development or setting organizations (i.e., OASIS, OMG, W3C, etc.) * Twitter feeds * Video/AIIM TV on general aspects of the program as well as specific projects * Partner with other groups to hold workshops on standards topics • Create and post presentations on AIIM website with the project and/or committee, SlideShare, YouTube, etc. * Create and post 2 page summary of standards or best practices on AIIM website * Record a video on the standards and post on AIIM channel on YouTube 3a03aef9-39ad-46aa-9d4a-24187cc39cf7 Known Information Professionals [Help] known information professionals learn about AIIM Standards _ff7a033a-0cee-11e2-8b68-70530bc9daa5 3.4 Information Professionals How will known information professionals learn about AIIM Standards? * Blog posts on key blogging sites that point back to the committee * Redesign the Standards web site for access via committee as well as project * Regular items in eNewsletter * Promotion at AIIM events, i.e., AIIM Conference, webinars, seminars, symposiums, DMSPEF, etc. * Presentations at Chapter meetings * Appropriately SEO standards pages, articles, press releases, etc. * LinkedIn and Facebook presence for program and committees/projects * 2-page summary of the standard/technical report * FAQ on the standard 496e8a20-b658-4632-be82-6c96ff52f645 Core Tasks Work on core tasks in 2013 _ff7a03ee-0cee-11e2-8b68-70530bc9daa5 4 What are the core tasks to be worked on in 2013? Marketing Marketing the Standards Program _ff7a04d4-0cee-11e2-8b68-70530bc9daa5 4.1 Develop a marketing plan – Ongoing activity – Plan to be developed December 10, 2012 b2a160da-88ca-4201-9287-bcbe68d30090 Website Pages Revise the Standards Committee pages and other pages in the Standards section _ff7a0592-0cee-11e2-8b68-70530bc9daa5 4.2 Q1 2013 24bddad4-1070-426e-9f78-2067b32c3446 Best Practices Develop 4-6 best practices to complement CIP _ff7a0650-0cee-11e2-8b68-70530bc9daa5 4.3 Completed by Q4 2013 5670641a-7ecd-43c2-8be3-184e15ea2ab7 New Standard / Recommended Practice Initiate at least 1 process standard/recommended practice _ff7a072c-0cee-11e2-8b68-70530bc9daa5 4.4 Completed Q2 2013 43742dab-2013-4e28-bf5d-239a819be88b File Formats Continuing work on PDF, preservation, and StratML file formats _ff7a07f4-0cee-11e2-8b68-70530bc9daa5 4.5 Ongoing 2234e43b-d0a0-4c31-b308-01de8d05b39f CIP Standards Roadmap Continue to build the CIP Standards Roadmap and expand its features/capabilities _ff7a08c6-0cee-11e2-8b68-70530bc9daa5 4.6 Q2 2013 fa130438-87d9-4127-8e36-d880d2bab793 Standards Board Re-energize the Standards Board by adding new members _ff7a09c0-0cee-11e2-8b68-70530bc9daa5 4.7 AIIM Standards Board Ongoing emphasis on this in Q2 2013 a53f1f2d-d59b-402c-bfe1-01faf11f71ca AIIM Procedures Revise AIIM Procedures to incorporate Committee Chairs as ex officio Standards Board members, leave of absence, and other items _ff7a0ab0-0cee-11e2-8b68-70530bc9daa5 4.8 December 2012 6536edc0-afa0-4a3b-8f84-aabffb6341f8 Committee Structure Realign the committee structure to match ISO TC171 structure _ff7a0b78-0cee-11e2-8b68-70530bc9daa5 4.9 Q1 2013 6c19ce95-cf68-4191-8b3d-77afa2f7e0ee 2013-01-01 2013-12-31 2012-10-02 http://www.aiim.org/documents/standards/StdBD/Standards_2013_Plan_Ideas.pdf Owen Ambur Owen.Ambur@verizon.net Submit error.