selling document management to the mid market

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Selling Document Management to the Mid Market

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AIIM President John Mancini keynote at the Docuware Partner Conference -- Research cited in presentation available (free) at http://www.aiim.org/research.

TRANSCRIPT

Page 1: Selling Document Management to the Mid Market

Selling  Document  Management  to  the  Mid  Market  

Page 2: Selling Document Management to the Mid Market

Or…Why  does  this  some9mes  feel  like  we’re  selling  ice  to  

Eskimos?  

Page 3: Selling Document Management to the Mid Market

Typically,  we  lose  sales  not  to  compe9tors,  but  to  inac9on.  

50%-­‐25%-­‐15%    Why?        What  can  we  do  about  it?  

Page 4: Selling Document Management to the Mid Market

A  technology  inflec9on  point                  

How  do  I  sell  into  this  change?                  

How  can  I  be  more  effec9ve?                  

Page 5: Selling Document Management to the Mid Market

A  technology  inflec9on  point                  

Page 6: Selling Document Management to the Mid Market

Systems  of  Record  

Page 7: Selling Document Management to the Mid Market

Era  

Years  

Typical  thing  

managed  

Best  known  company  

Content  mgmt  focus  

Mainframe  

1960-­‐1975  

A  batch  trans  

IBM  

Microfilm  

Mini  

1975-­‐1992  

A  dept  process  

Digital  Equipment  

Image  Mgmt  

PC  

1992-­‐2001  

A  document  

MicrosoZ  

Document  Mgmt  

Internet  

2001-­‐2009  

A  web  page  

Google  

Content  Mgmt  

???  

2010-­‐2015  

???  

???  

???  

Systems  of  Record  

Page 8: Selling Document Management to the Mid Market
Page 9: Selling Document Management to the Mid Market

Systems  of  Engagement  

Page 10: Selling Document Management to the Mid Market

Era  

Years  

Typical  thing  

managed  

Best  known  company  

Content  mgmt  focus  

Mainframe  

1960-­‐1975  

A  batch  trans  

IBM  

Microfilm  

Mini  

1975-­‐1992  

A  dept  process  

Digital  Equipment  

Image  Mgmt  

PC  

1992-­‐2001  

A  document  

MicrosoZ  

Document  Mgmt  

Internet  

2001-­‐2009  

A  web  page  

Google  

Content  Mgmt  

Social  and  Cloud  

2010-­‐2015  

An  interac9on  

Facebook  

Social  Business  Systems  

Systems  of  Record  

Systems  of  Engagement  

Page 11: Selling Document Management to the Mid Market
Page 12: Selling Document Management to the Mid Market
Page 13: Selling Document Management to the Mid Market

A  technology  inflec9on  point                  

How  do  I  sell  into  this  change?                  

Page 14: Selling Document Management to the Mid Market

Understanding  the  Mid  Market  

Page 15: Selling Document Management to the Mid Market

10-­‐1000  emps   >1000  emps  

employees   51,681,000   50,697,000  

firms   1,253,979   8,643  

Source  =  hbp://www.census.gov/epcd/www/smallbus.html#EmpSize  

Page 16: Selling Document Management to the Mid Market

The  Buyer  is  the  Business…  

Page 17: Selling Document Management to the Mid Market

…But  IT  Holds  Some  Trump  Cards  

Page 18: Selling Document Management to the Mid Market

…But  IT  Holds  Some  Trump  Cards  Say  NO  not  YES    Own  the  conversa9on    Bias  to  what  they  know    Key  concerns  Security  Privacy  Data  Management  Technical  Architecture    

Page 19: Selling Document Management to the Mid Market

27%  of  large  companies  have    >5  systems;    

only  7%  of  mid  market  companies  do.  

Page 20: Selling Document Management to the Mid Market

So  What  Is  Important  to  the  Business  Buyer?  

Page 21: Selling Document Management to the Mid Market

Chaos  the  norm,  not  the  excep9on  

Page 22: Selling Document Management to the Mid Market

%  “somewhat  unmanaged  or  chao9c”  Instant  messages  =  81%  E-­‐mail  abachments  =  75%  E-­‐mail  =  68%  Office  documents  =  57%  

Page 23: Selling Document Management to the Mid Market

Compounding  Threat  or  Opportunity?  

Page 24: Selling Document Management to the Mid Market

2009   2010   2011   2012   2013   2014   2015   2016   2017   2018   2019   2020  

Amount  of  IT  budget  spent  on  storage    17%  Annual  change  in  Storage  costs  59.8  cents  per  gigabyte  (Dec  2005)  8.2  cents  per  gigabyte  (August  2010)  30%  

Informa3on  growth  per  IDC  

Page 25: Selling Document Management to the Mid Market

0%  10%  20%  30%  40%  50%  60%  70%  80%  90%  

100%  

Op9mal   2010   2011   2012  

New  Volume  Hit  Legacy  

Big  oil  customer  -­‐  IBM  

Page 26: Selling Document Management to the Mid Market
Page 27: Selling Document Management to the Mid Market

An  Expanding  Digital  Divide  

Page 28: Selling Document Management to the Mid Market

9%      Compliance  –  (vs.  20%  for  bigs)  2%    Compe99ve  advantage  27%    Improve  efficiency  –  (vs.  20%  for  bigs)  6%    Mi9gate  risk  –  (vs.  11%  for  bigs)  7%    Enable  collabora9on  7%    Improve  customer  service  8%    Reduce  costs  4%    Faster  turnaround/Improved  response    28%    Op3mize  bus  proc  –  (vs.  20%  for  bigs)  

What  is  the  MOST  significant  business  driver  for  your  interest  in  ECM?  

Text  KEYWORD  to  22333  

Page 29: Selling Document Management to the Mid Market

36%    Ease  of  use  14%    IT  infrastructure/support  loading  28%    Ease  of  integra3on  18%    Reliability  of  soZware  21%    Breadth  of  func9onality  16%    Match  to  our  type  of  business  13%    Ini9al  investment  cost  24%    Total  cost  of  ownership  over  3me  

What  are  the  TWO  most  significant  factors  in  evalua9ng  a  vendor?  

Text  KEYWORD  to  22333  

Page 30: Selling Document Management to the Mid Market

9%    Collabora9on  and  E2.0  20%    Integra3on  of  mul3ple  repositories  15%    SharePoint  deployment  29%    Implemen3ng  ERM  21%    Agreeing  to  corporate  taxonomy  or  fileplan  13%    SharePoint  governance  13%    Enterprise  search  21%    GeUng  an  ECM  project  off  the  ground  7%    Moving  to  an  integrated  BPM  platorm  9%    Long  term  archive  23%    Managing  emails  as  records  

What  are  the  TWO  most  significant  content  issues  facing  you?  

Text  KEYWORD  to  22333  –  VOTE  TWICE!  

Page 31: Selling Document Management to the Mid Market

Status  Quo  vs.  Transforma9on  

Page 32: Selling Document Management to the Mid Market

A  technology  inflec9on  point                  

How  do  I  sell  into  this  change?                  

How  can  I  be  more  effec9ve?                  

Page 33: Selling Document Management to the Mid Market
Page 34: Selling Document Management to the Mid Market

Duh…Beber  Marke9ng.  

Page 35: Selling Document Management to the Mid Market
Page 36: Selling Document Management to the Mid Market

Succeed  or  fail,  but  do  it  quickly.  

Page 37: Selling Document Management to the Mid Market

It  Doesn’t  Have  to  Be  This  Difficult!  

Page 38: Selling Document Management to the Mid Market

Image  Credits  •  Slide  2  

–  hbp://www.flickr.com/photos/chrissy575/3692307571  –  hbp://www.flickr.com/photos/42931449@N07/5342954678  –  hbp://www.flickr.com/photos/stevendepolo/3072821281  

•  Slide  12  –  hbp://www.flickr.com/photos/no9onscapital/5225049493/  

•  Slide  19  –  hbp://www.flickr.com/photos/manicomi/2389757333