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DM Survey IV: The Goal Standard

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We invite you to take a brief survey. It examines how organizations are leveraging document management activities to help meet their top business goals for 2011. This includes assessing positive business impact and specifying budget plans for the following document management processes: print/copy center management, managed print services, mail and shipping management, document imaging, and records management.

The survey will take only a few minutes to complete. Additionally, two of the first 50 participants who complete the survey will be randomly selected to win a digital camera for “document-ing” the important personal and business events in their lives. Please remember to include your contact information at the end of the survey so we can send you a copy of the survey results and notify you by email if you win a digital camera. (Survey responses will be kept confidential and email addresses will not be shared with third parties.)

Thank you very much for your time and support. Please start with the survey now by clicking on the Continue button below.

 
 
 
1. What are your organization’s top three business goals, in order of importance, for 2011? (Put a number in the box next to your top three goals, in order of importance #1 being highest priority, #2 being second highest priority and #3 being third.)
Reduce costs
Increase revenue
Improve operational efficiency
Enhance regulatory compliance
Improve customer service
Achieve faster time to market
Increase competitive advantage
 
 
 
* 2. How does your organization manage its print/copy center activities?
 
Internally
 
Outsourced
 
Combination of internal/outsourced
 
Not applicable
 
 
 
3. Why does your organization manage all or some print/copy center activities on an outsourced basis? (Please put a number in the box next to all that apply, in order of importance #1 being highest priority and #4 being the least.)
Reduce the cost of print/copy activities
Obtain access to more advanced technology
Better support key business processes and/or products
Concentrate more time and resources on core business
 
 
 
4. Did your organization change its print/copy outsourcing service provider(s) in the past three to five years?
 
Yes
 
No
 
 
 
5. Why did your organization change its print/copy outsourcing provider(s)? (Check all that apply.)
 
To reduce cost
 
Provider did not meet established performance requirements
 
Provider did not deliver the technology and innovation we required
 
Provider did not deliver the breadth of services we required

 
 
 
6. What impact do you believe print/copy center activities have had on supporting your organization’s top business goals?
 
Strongly positive impact
 
Moderate positive impact
 
Some positive impact
 
No positive impact
 
 
 
7. Do you anticipate your organization’s spending for print/copy center management activities will increase, decrease or remain the same for 2012?
 
Increase
 
Decrease
 
Remain the same
 
 
 
* 8. How does your organization manage its MPS (managed print services) program (i.e. manage decentralized print/copy fleet equipment)?
 
Internally
 
Outsourced
 
Not applicable
 
 
 
9. Why does your organization manage all or some MPS activities on an outsourced basis? (Please put a number in the box next to all that apply, in order of importance #1 being highest priority and #3 being the least.)
Optimize utilization of document output equipment
Reduce print/copy costs
Improve operating efficiency
 
 
 
10. Did your organization change its MPS outsourcing service provider(s) in the past three to five years?
 
Yes
 
No
 
 
 
11. Why did your organization change its MPS outsourcing provider(s)? (Check all that apply.)
 
To reduce cost
 
Provider did not meet established performance requirements
 
Provider did not deliver the technology and innovation we required
 
Provider did not deliver the breadth of services we required

 
 
 
12. Which of the following are included in your organization’s MPS program? (Check all that apply.)
 
Print/copy needs assessment
 
Professional management of entire print/copy/fax fleet
 
Asset management
 
Electronic monitoring of equipment
 
User support (e.g. call center, user training, onsite support etc.)

 
 
 
13. What impact do you believe MPS activities have had on supporting your organization’s top business goals?
 
Strongly positive impact
 
Moderate positive impact
 
Some positive impact
 
No positive impact
 
 
 
14. Do you anticipate your organization’s spending for MPS activities will increase, decrease or remain the same for 2012?
 
Increase
 
Decrease
 
Remain the same
 
 
 
* 15. How does your organization manage its mail/shipping operation?

 
Internally
 
Outsourced
 
Combination of internal/outsourced
 
Not applicable
 
 
 
16. Why does your organization manage all or some mail/shipping activities on an outsourced basis? (Please put a number in the box next to all that apply, in order of importance #1 being highest priority and #3 being the least.)
Consolidate mail and shipping activities to increase operational efficiency and reduce costs
To improve service to company employees and departments
Access professional industry expertise in order to obtain greater postal and shipping discounts; reduce the volume of return mail etc.
 
 
 
17. Did your organization change its mail/shipping outsourcing service provider(s) in the past three to five years?
 
Yes
 
No
 
 
 
18. Why did your organization change its mail/shipping outsourcing provider(s)? (Check all that apply.)
 
To reduce cost
 
Provider did not meet established performance requirements
 
Provider did not deliver the technology and innovation we required
 
Provider did not deliver the breadth of services we required

 
 
 
19. What impact do you believe mail/shipping management activities have had on supporting your organization’s top business goals?
 
Strongly positive impact
 
Moderate positive impact
 
Some positive impact
 
No positive impact
 
 
 
20. Do you anticipate your organization’s spending for mail/shipping management activities will increase, decrease or remain the same for 2012?
 
Increase
 
Decrease
 
Remain the same
 
 
 
* 21. How does your organization manage its records management program?
 
Internally
 
Outsourced
 
Combination of internal/outsource
 
Not applicable
 
 
 
22. Why does your organization manage all or some records management activities on an outsourced basis? (Please put a number in the box next to all that apply, in order of importance #1 being highest priority and #5 being the least.)
Gain access to accredited experts
Control program costs
Improve legal discovery preparedness
Enhance regulatory compliance
Deploy a more fully implemented records management program
 
 
 
23. Did your organization change its records management outsourcing service provider(s) in the past three to five years?

 
Yes
 
No
 
 
 
24. Why did your organization change its records management outsourcing provider(s)? (Check all that apply.)
 
To reduce cost
 
Provider did not meet established performance requirements
 
Provider did not deliver the technology and innovation we required
 
Provider did not deliver the breadth of services we required

 
 
 
25. Which of the following are included in your organization’s records management program? (Check all that apply.)
 
Records retention schedule
 
Dedicated records management staff
 
Periodic compliance auditing
 
Paper records storage
 
Electronic records repository

 
 
 
26. What impact do you believe records management activities have had on supporting your organization’s top business goals?
 
Strongly positive impact
 
Moderate positive impact
 
Some positive impact
 
No positive impact
 
 
 
27. Do you anticipate your organization’s spending for records management activities will increase, decrease or remain the same for 2012?
 
Increase
 
Decrease
 
Remain the same
 
 
 
* 28. How does your organization manage its document imaging activities?
 
Internally
 
Outsourced
 
Combination of internal/outsourced
 
Not applicable
 
 
 
29. Why does your organization manage all or some document imaging activities on an outsourced basis? (Please put a number in the box next to all that apply, in order of importance #1 being highest priority and #5 being the least.)
Provide faster and more efficient access to data
Improve the speed and efficiency of customer service
Reduce storage costs
Enhance regulatory compliance
Improve electronic discovery readiness
 
 
 
30. Did your organization change its document imaging service provider(s) in the past three to five years?
 
Yes
 
No
 
 
 
31. Why did your organization change its document imaging service provider(s)? (Check all that apply.)
 
To reduce cost
 
Provider did not meet established performance requirements
 
Provider did not deliver the technology and innovation we required
 
Provider did not deliver the breadth of services we required

 
 
 
32. On what level(s) has your organization implemented document imaging? (Check all that apply.)

 
On a departmental level (e.g. accounts payable application)
 
On a division level (e.g. manufacturing division)
 
On an enterprise-wide level (e.g. a policy throughout all or most of the organization)

 
 
 
33. What impact do you believe document imaging activities have had on supporting your company’s top business goals?

 
Strongly positive impact
 
Moderate positive impact
 
Some positive impact
 
No positive impact
 
 
 
34. Do you anticipate your organization’s spending for document imaging activities will increase, decrease or remain the same for 2012?
 
Increase
 
Decrease
 
Remain the same
 
 
 
* 35. Select the position that best identifies your role
 
C-level Officer (CEO, CFO, CIO etc.)
 
Director/Manager, Facilities
 
Director/Manager, Sourcing/Procurement
 
Director/Manager Administrative Services
 
Director/Manager, Operations
 
Vice President
 
Other (please specify)
 
 
 
 
* 36. What is the size of your organization?
 
<$100 million
 
$100 million to $500 million
 
$500 million to $1 billion
 
$1 billion to $5 billion
 
>$5 billion
 
 
Thank you for completing the document management survey.
If you’d like to obtain a free copy of the survey report and want to be notified if you win a digital camera, please provide your contact information. Individual survey responses will be kept confidential and email addresses will not be shared with third parties.
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Business Services
 
Education
 
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Government
 
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Legal
 
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