DataVault Blog
"When everyone is looking for gold, it's a good time to be in the pick and shovel business." -- Mark Twain

Enterprise Content Management, by definition, is the ability to gather, organize, and distribute corporate information, regardless of its original format. The ECM industry is rapidly becoming the most highly sought after service for ’Corporate America’. Having said that, let’s first understand that ECM has no ‘vertical’ market. Simply stated, this means that there is no one type of business served better than any other. ECM can help a medical facility handle its knowledge base just as quickly and efficiently as it can help an attorney’s office manage their legal documents.

The second thing we need to recognize is that ECM has integrity. Think of it as an electronic library of knowledge. Similar to a library made of brick and mortar, once information is deposited, it becomes the central focal point for getting reliable data. In other words, you can depend on the reliability of the information because there is only one original copy, not five!

It is safe to say that ECM is not all things to all people. To be represented properly, it must be known as having a single focus; to afford a company the ability to reduce frustration in the office environment. How can it do that you say? By being a tool and by being the central repository for anything a computer can understand, staff only has to look in one place to find necessary information. Like a student doing a report, if you take them to a good library, they will find the information they need and the report will reflect it. ECM is that library! Additionally, the ECM library has security, accountability, reporting and audit-trails. Ooooh, if only the old-fashioned libraries had that kind of accountability, they would never loose a book!!

Thirdly, ECM is truly a ‘niche service’ and therefore, it needs a ‘niche market’. The interface that the end-user sees on the screen, in most cases, can be simply modified to fit the perspective niche. For example, you can address the specific needs of a medical concern with a medical ‘interface’. If you choose to modify the initial login screen to contain medical terminology, the users will believe it was created especially for them! I am not advocating deception, just perception, and positive perception at that. Now you have a niche product, addressing the niche medical market.

Lastly, ECM may be initially challenging to sell. It is not for lack of technology, but because of the business culture’s mindset. How so? Because corporate America still does not fully understand and accept a ‘paperless society’ or ‘automation’ in general. This is why we call it a niche. Perhaps ‘it’ is not as much the niche as the prospect you are looking for as a ‘niche’. The ideal candidate for ECM automation is youthful or more aggressive towards technology with a fairly high impetus to move in this direction.

It might be that in the past, they have lost a document that has cost them a tremendous amount of time, money or aggravation. We still must face the facts that even among those who are receptive, ECM represents a significant change in the accepted way of how documents are stored and handled. To offset the anxiety, we must show an apprehensive market how controlled document management is a gold mine, and that ECM is the 21st Century’s pick and shovel industry.

Introduction recap:

  1. ECM has no ‘vertical’ market - making it applicable to all.
  2. ECM has integrity. Like a library –you can count on it.
  3. It can be adapted to the audience, allowing it to fill a niche.
  4. Sales can be challenging due to engrained corporate culture.
Wednesday, May 12 2010 10:42

ImageSource & PowerSource Magazines - May 2010

Written by Nick Inglis

See Nick Inglis' article called "The Paperless and Limitless Company?" at ImageSource Magazine.

See Nick Inglis' article called "Recognize The Need For Change : MPS Marketing" at PowerSource Online Magazine.

Wednesday, May 05 2010 00:00

Productivity As A Driver For Enterprise 2.0

Written by Nick Inglis

There are many business benefits for Enterprise 2.0 adoption, the primary among these (at least in the current economic environment) seems to me to be productivity. Alright, productivity may not be on the E2.0 radar in terms of Critical Success Factors but it may be the strongest driver for approaching adoption.

The US Bureau of Labor Statistics has been documenting a growth rate of 7.6 percent in US productivity (source: http://www.bls.gov/news.release/prod2.nr0.htm), this is at the same time that the unemployment rate is approaching 10 percent (http://www.bls.gov/news.release/empsit.nr0.htm). Clearly the market is speaking and those of us in the Enterprise 2.0 sphere should take note.

Enterprise 2.0 offers businesses enhancements in productivity through collaboration and knowledge management. A collaborative workforce is more agile in responding to customer requests, more agile in responding to market changes and is better able to find solutions to internal problems. A workforce with strong knowledge management is able to see market changes, have a faster time to market with new products and is more agile at seeing internal struggles. All of this calculates into real employee output and a strong ROI for an E2.0 adoption.

How are you using the current market forces to define what you do?

(DataVault is now teaching the AIIM Enterprise 2.0 Course)

Tuesday, May 04 2010 00:00

Needs Assessment and Solution Selling

Written by Byron Aulick
Regarding conducting an ECM needs assessment, the last class I taught actually taught me something that I want to share. Turns out there are actually two struggles that impede the success of both the sale and the proper implementation of a document management system.
  1. Many [not all] ‘Solution Specialists’ aren’t properly trained and really don’t have the right tools to go onsite and gather the business requirements proficiently.
  2. Many [not all] ‘Sales Reps’ don’t know how to ask to get paid for conducting the assessment [ouch].
Lets think these through:
  1. SE’s or technicians are thrown into the fire and asked to ‘survey’ what the customer’s business and technical requirements are in regards to imaging. Most of their experience is with the output side (printing) and now they need to fully understand the input side of the workflow. So.. the tools they are likely to use are fabricated from existing output surveys, or worse yet; they quickly make a spreadsheet, guess at the questions, and hope it gathers enough data that when the system is configured it will meet most of the client’s requirements. KEY: Proper training and professional software toolkits can eliminate this dilemma and ensure the solution will fit the need [happy customer, happy vendor].
  2. Most sales reps are experienced in ‘transactional’ selling. More frequently called ‘box-selling’ wherein the rep has a brief engagement with the prospect, qualifies, sells and moves on to the next opportunity. Now they are expected to realize this was yesterday’s way of selling, and today it is all about solution selling. In order to do this you must know the business requirements. To do that you must do an assessment. If you send expertly trained, certified staff to conduct the interviews you will have to pay them. The rep has to explain that to the prospect and ask to get paid. This changes the outcome from “your opinion” [done for free] to a professional observation [paid for]. The later will be taken seriously! KEY: Build the rep’s confidence and belief structure and he will see the value and not be afraid to ask to get paid [motivating training is needed].
Monday, May 03 2010 00:00

Pricing Models and What Drives The Decision

Written by Nick Inglis

As I’ve been consulting companies of all sizes and talking to folks within many age groups I’ve started to see a trend in regards to pricing model and ages. Older folks seem to have an aversion against open source technologies, younger folks have the exact opposite aversion against commercial technologies. All the while, SaaS seems to have no age preference but one of corporate size.

Older folks tend to have in their minds the adage “you get what you pay for”. They’ve seen price correlation between product development stage and cost. Some folks even think that the most expensive product must be the best product and instantly want to purchase that product. When open source technology is brought up there is an instant confusion and disregard.

Younger folks seem to have in their mind a vision of an evil corporation. No matter what it is, if it has a price tag, some younger folks will balk at it and think to themselves, “there’s got to be an open source project that does the same thing”. When commercial technologies are brought up, even if fairly priced, some young folks will not hear another word.

When it comes to the SaaS pricing model, there seems to me to be less of an age based correlation but rather a corporate size correlation. Larger companies tend to avoid SaaS products, even great ones like Salesforce.com, small companies tend to jump on top of any SaaS product that they think can help them progress. Large companies tend to be averse to any information that resides outside of their firewall, despite great studies about the security of the cloud like this one.

So what is driving the decisions at your company? Is it your age and your company size or are you realistically looking at all of the options that your company has?

Friday, April 30 2010 00:00

What can CDIA+ do for you?

Written by Byron Aulick

I ask you: “What can CDIA+ do for you?” Before you finish reading this blog post, you will certainly know the answer to this question. Whether you are a document imaging professional interested in your personal professional success, a leader or manager with a vested interest in the success of your electronic document management (EDM) sales or service firm, or a records manager responsible for compliance, CDIA+ can do something for you.

First, let’s answer a more fundamental question: What is CDIA+? The Certified Document Imaging Architect (or CompTIA CDIA+) credential is an internationally-recognized credential for professionalism and competency in the document imaging industry; it is the leading standard when it comes to document imaging. In the mid-1990s, the Computer Trade Industry Association (CompTIA) and industry leaders recognized a need for establishing a global standard of proficiency for document imaging professionals. With support and assistance from industry professionals, CompTIA launched the CDIA program in 1995.

The exam itself was designed to test the candidate’s knowledge in the technical, interpersonal, and management aspects of developing and implementing EDM solutions. The exam is divided into five domains, weighted to represent the relative importance of each domain to the job requirements of an experienced document imaging professional. The domains and their corresponding weight are summarized below.

Thursday, April 29 2010 00:00

Hipaa’s Impact on Document Imaging, and You

Written by Byron Aulick
Whether or not you are a healthcare service provider, the Health Insurance Portability and Accountability Act (HIPAA) will have an impact on your business, because it has an impact on the document imaging that improves your business operations.

The purpose of HIPAA is to protect patients’ rights to privacy of their medical information. HIPAA has very strict security requirements regarding access to medical files, including:

  • File encryption
  • Access controls
  • Tracking mechanisms
  • Alarm reporting

Document imaging provides the best method to carry out the document management conditions described in HIPAA. Document imaging service companies, therefore, have been working to make their services fully compliant with current HIPAA regulations.

Wednesday, April 28 2010 00:00

Conducting an EDM Needs Assessment

Written by Byron Aulick

In the previous article, we discussed selling the EDM needs assessment. We succeeded—it’s sold, now what do we do? In this brief article we will highlight the technical and logistical considerations of conducting an EDM needs assessment. It’s one thing to sell the process; we have to deliver on our promises if we have any chance at selling the entire solution. Remember, the needs assessment has two purposes: designing the optimal solution to meet the customer’s business and functional requirements, and selling that solution. Keep in mind, the solution is NOT just technology—but part of a business solution. More on this later…

Where do we start? The first requirement is to establish your point of contact (POC) and chain of communication. The vendor/consultant project manager must have a single project point of contact on the customer side to coordinate the assessment itinerary. The consultant will need to meet with several representatives from the customer enterprise and must be given access to applicable corporate infrastructure. We always submit two documents to our customer POC. The first document is an itinerary, listing who we need to speak to and for how long. I detail the individual surveys below. The second document we provide is a boiler-plate that the customer POC can use to inform the interviewees of the upcoming meetings. There is nothing worse than having people pulled in a room to answer your questions when they do not understand who you are and the purpose of the meetings. Both these documents are provided to our students as part of our Needs Assessment Tool-kit.

Conducting the surveys:

Tuesday, April 27 2010 00:00

The art of selling an EDM needs assessment

Written by Byron Aulick

I just finished a 2-day needs assessment class with several dealers. I always appreciate the night-and-day change in sentiment I see in students from the start to the finish of the class. We tell them before they sign up that by the end of the class they will be able to sell a needs assessment, perform a needs assessment, and sell the solution. I know they all doubt these bold claims. However, by the end of Day 1, they are absolutely convinced that they have the knowledge and the tools they need to position and sell a needs assessment.

How do we transition them from doubters to believers, you ask? This brief article will provide some insights and information that I hope will challenge you to explore alternative methods to position and sell needs assessments with greater ease and success. Well, I can’t give you the first day of training in a single post, but here is the general framework.

Monday, April 26 2010 13:15

Avoiding Proprietary Formats Like The Plague

Written by Nick Inglis
I’m by no means an expert on the plague, I just want to take that off the table right away. I have, however, gotten stuck because of some company’s ridiculous proprietary format. When you get stuck with a proprietary format you’ve gotten what is called “Vendor Lock In”. Vendor lock in can be great if you are the vendor, it makes it difficult to change systems, software and hardware. Thus, by default, you’ve created a customer for life. I’m going to tell you a little about some unrelated vendor lock in I’ve experienced and I’ll promise that I’m going somewhere with all of this.

I bought a video camera from a company, let’s call them Shmoshiba, as to keep the company’s real name untarnished. I was so excited when I first ordered my Shmoshiba ultra compact camcorder. I could use this camcorder for so many uses, family, business, video blogging and more.

The camcorder came in a day before it was expected, I was thrilled. I ripped apart the shipping tape like it was Christmas day. I pulled it out and slapped in the battery and started filming. I took pictures of the outdoors, I filmed a couple of quick video introductions for my company, I filmed the goings on of my family. Ecstatic, I pulled out the software and the USB cord and got ready to install the camera on my computer. That’s where everything soured.
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