Workflow and Technology in the Modern Workplace - A White Paper - Reliable Office Solutions

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Workflow and Technology in the Modern Workplace - A White Paper - Reliable Office Solutions
A White Paper

                Workflow and Technology
                in the Modern Workplace
Workflow and Technology in the Modern Workplace - A White Paper - Reliable Office Solutions
EXECUTIVE SUMMARY

The workplace is rapidly changing.         Second, executive teams seeking to
Flexible start times, working from         harness further efficiencies from their
home, mobile workers, and employees        operations find themselves caught up
who interact daily across international    in what can often be a confusing storm
boundaries all contribute to a diverse     of new expectations and technological
and sometimes difficult-to-manage          changes. Examples include the rise of
landscape. With big data on the rise,      cloud computing, big data, blockchain
security and data management issues        digital markets, mobile computing and
are evolving. At the same time,            the ever-present data security threat.
businesses are becoming increasingly
aware of the importance of utilizing
information quickly and securely, no       Finally, on a global level, regional
matter where their employees are           differences can have an enormous
based or in what industry they work.       impact on both the pace and the
                                           direction of change in many offices.
                                           In other words, advancements can
The catalysts for these changes            vary from country to country and
range from advances in technology          industry to industry, making it difficult
to the interconnected dynamic of           for executives to pinpoint the best
global markets. Translating brand          course of action to take to advance
values into real-world behaviors           their business.
demands a committed and increasingly
social team of people that’s both
flexible and productive. But what          All this has real-life implications
does productivity mean in today’s          for document print and management,
technologically knowledgeable and          workflow automation, and the various
fast-moving office environment?            multifunction printer (MFP)-based
                                           functions that keep our offices running.
                                           This independent Office Insights
In a world where robotics and              2018 report was commissioned by
artificial intelligence technologies       Canon and conducted by Breaking
can outperform humans in many              Blue Research. The objective of the
data processing tasks, the answer          research was to examine insights
to this question is multi-faceted.         about trends surrounding office
First, a web of industry regulations       technology and software/solutions.
sets a new bar for privacy rights,         This study also explores how the pace
security, and compliance—all leading       of innovations is impacting the office
to new challenges as digital markets       and the technology used within.
try to catch up. Government influence
in cyber warfare, data privacy, labor
laws, and trade agreements are also
fashioning how business decision-
makers operate and what levels
of risk they’re prepared to take.

2   OFFICE INSIGHTS 2018 - A WHITE PAPER
ABOUT THIS RESEARCH

Office Insights 2018 is based on             of document scanning and automation;
data collected from 391 technology           the growth of cloud services; and the
decision-makers, influencers, and
end users in the United States. They
reveal a story of evolving needs in the
                                             safer, better use of data—are proving
                                             to be significant areas of focus for
                                             many businesses. Meanwhile, businesses
                                                                                                         46% of
office technology space. In the past,        are showing an increasing pace of                       decision-makers
the main point of office technology          change and willingness to adapt to
was to provide basic document                new ways of working and to invest                       know the precise
services. Today, other factors—              in the office of the future.
data management; the importance                                                                    cost of a color page

METHODOLOGY

                                                                                                      42% know
 • Quantitative and Qualitative Research
   »» Conducted in the United States in August 2017, balanced by region (Northeast,
                                                                                                     precise cost of a
       South, West, and Midwest)                                                                    monochrome page
   »» Q uantitative online survey among 391 IT decision-makers, influencers, and
       end-users
   »» Q ualitative data based on 20 in-depth interviews among IT decision-makers
      and influencers (independent from quantitative sample)

 • Enterprise Size                                                                                      78% are
   »» 3 8% Small (1 - 49 employees)
                                                                                                     concerned about
   »» 2 8% Medium (50 - 249 employees)
   »» 3 4% Large (250+ employees)                                                                  wasteful printing
                                                                                                          Source: Canon U.S.A.
                                                                                                      Office Insights 2018 research,
 • Respondent Profile                                                                                 conducted by Breaking Blue,
                                                                                                               August 2017.
   »»52% Management role
   »» 5 4% Work in general office environments
   »» 41% Final decision-makers on office technology products (e.g., PCs, printers,
      and copiers)
   »» 2 2% Influencers of office technology purchases
   »» 37% End-users of office technology

                                                                                    OFFICE INSIGHTS 2018 - A WHITE PAPER        3
PART 1
PRINT: EVOLUTION NOT REVOLUTION

With information living in multiple                    appear more likely to increase their use                  “We haven’t
documents that co-exist in various                     of paper, making a full-fledged shift to
printed and digital forms and locations—               “paperless” less likely.                                    gotten to
from employees’ desks and file cabinets
to cloud servers and mobile devices—                                                                                the point
it’s tempting to think that the function               Interestingly, 43% of enterprises
of print is on its way out of many modern              consider printers and multifunction                       of electronic
offices. However, when thinking about                  devices (with print, copy, and scan
“digital transformation,” it’s important               functions) to be critical to the operation               storage … yet.
                                                       of their businesses. Moreover, when
to distinguish between the movement
                                                       asked to look ahead three years from
                                                                                                              The fact that we’ve
toward digital as an enhancement to
paper-based document processing,                       now, nearly seven in 10 of IT decision-                  got too much
such as scan workflows and electronic                  makers reported that they expect
data interchange and as an outright                    they’ll use printers/multifunction                      hard-copy paper
replacement; in other words, the idea                  devices more than they do today.
of “going paperless.” The latter implies
                                                                                                                 would be our
that paper and digital are mutually                    While this might seem contrary to the                    limitation, and
exclusive when, in fact, they involve                  digitization trend, it’s important to note
independent yet complementary                          that the same percentage (43%) of U.S.                       the next
processes that are defining the                        organizations report they’re also likely
way we work.                                           to make significant investments in
                                                                                                                  investment
                                                       software and solutions to improve                         should be in
We’re beginning to see the remodelling                 document workflows in the next the
of the office in a new digital form. Today’s           couple of years. In other words, there’s                 an automated
office is designed around the needs of                 already recognition of the importance
people collaborating and the insights                  of print and its central function within                    storage of
                                                       an organization; the next step is making
and services they need to do their
                                                       the steady influx of information more
                                                                                                                   electronic
jobs. In this new office, the role of
the document is decentralized as                       readily accessible and user-friendly.                     documents.”
digitization continues its inexorable
march onward. But what evidence                        The research reveals that 49% of IT
is there of this transformation?                       decision-makers expect to spend more                       — Decision-maker in
                                                                                                                (Accounting and Finance
                                                       on handling virtual documents in the                     within Wholesale Trades;
In the U.S., 36% of enterprises report                 coming three years as compared to                           10 - 19 employees)

that they’re printing more often than                  today. This is important, because
they were 12 months ago, while only                    it signifies a move away from the
14% are printing less often. These                     traditional paper-handling ways of
figures are similar for scanning and                   the past into newer, digitized ways
copying (40% are scanning more often                   of working in the future. However,
and 35% are copying more often).                       it’s unlikely that the re-modelling
While the most common scenario is                      of document workflows will happen
printing levels that have stayed “about                immediately; rather, it will manifest
the same” relative to one year ago,                    over time as a steady automation of
the fact remains that U.S. enterprises                 clearly defined, discrete processes.

References to “enterprises” and “organizations” in this paper are based on total respondent representation.

4   OFFICE INSIGHTS 2018 - A WHITE PAPER
Finally, when it comes to print cost                   On the flip side, if 75% is tracking their
tracking, Office Insights 2018 reveals                 costs, then about 25% is not, which
75% of decision-makers report that                     means squandered opportunities in cost
they track print costs. This should not                savings. Smaller businesses (those under
come as a surprise—it’s generally                      50 employees) are particularly lagging in
understood that print-related costs                    print cost tracking, though it’s precisely
(including the management and                          these enterprises that could arguably
provisioning of devices, costs of paper,               benefit most. As this part of the market
supplies, and servicing) can represent                 becomes more aware of the existence of
one of the largest business expenditure                discovery tools that can facilitate print
items next to payroll and IT. For more                 cost tracking and as the use of these
than two decades, organizations have                   tools rise, we expect to see more
been addressing the “true cost of                      organizations tracking and managing
printing” (TCO) by performing cost                     their print spend. Ultimately, this means
reviews across an enterprise and                       unnecessary printing will naturally
acting on the findings.                                diminish as organizations move toward
                                                       more actively managed and streamlined
                                                       ways of working.

                                                       in the U.S. say printing,
                                                        scanning, and copying
                                                      documents are “essential”

              75%                                      or “very important” for
                                                          their organization

Source: Canon U.S.A. Office Insights 2018 research,
conducted by Breaking Blue, August 2017.

                                                                                          OFFICE INSIGHTS 2018 - A WHITE PAPER   5
PART 2
AUTOMATION: THE ROLE IT
PLAYS IN STREAMLINING BUSINESS

What do “streamlined” ways of working                 One of the things that became apparent
look like? One way of defining this is                in our research was the fact that
through the process of automation                     document management is a commonly
and how rapidly automated processes                   held priority for wider investment.
are taken up by different organizations.              It’s seen by IT decision-makers as
The rise in the volume and variety                    a key component of the office of            “The printer and
of electronic documents requiring                     the future and digital transformation.
processing, the continuing need to                    In fact, 43% of organizations would         the multifunction
handle paper documents, and the                       like to invest significantly in software
ongoing evolution of remote working                   and solutions to improve document           device integrate
practices mean enterprises are                        workflows over the next two years.
compelled to begin investing in                       Also among frequently mentioned
                                                                                                     well with the
new ways of working.                                  areas of investment are Wi-Fi               workflow that is
                                                      enabled printers/copiers (39%)
                                                      and cloud-based solutions (38%).            largely electronic.
At the heart of every business sits
information. In this study, 84% of
decision-makers state that systems                    As the speed of digitization rapidly
                                                                                                  We use it to scan
to convert paper documents into                       accelerates, so will the pace of change     directly to PDF.”
digital, editable documents are                       in day-to-day working methods. IT
critical or important. Examples                       decision-makers and influencers
of these systems include workflow                     recognize that this makes automation
                                                                                                   —Decision-maker; President
apps such as point of sale (POS),                     of document management not only               in Retail; 1-9 employees)
customer relationship management                      necessary, but also “inevitable.” There’s
(CRM), and enterprise resource                        widespread recognition of automation
planning (ERP) systems. In fact, on                   benefits, not only among IT decision-
average, IT decision-makers believe                   makers and influencers, but also end-
that approximately 30% of their                       users. Benefits are interconnected and
budget will go toward document                        include everything from productivity
processing solutions and software                     and profitability to integrated business
in three years’ time.                                 analytics to security. The benefits of
                                                      automation considered to be most
                                                      valuable are document conversion
Much has been written in recent years on              (31%), document security (30%),
the possible impact of automation on the              and automatic capturing /processing
workforce. The broad consensus is that                based on information contained
something significant will happen (and,               within scanned documents (28%).
arguably, is already happening) to the job            Nevertheless, there’s still a way to
market. We can see evidence now that                  go before the majority of businesses
many jobs—or task components within                   begin making these changes pertaining
jobs—are being automated. But how will                to document management. Many
this affect office life for the majority of           business executives are concerned
people in the long run?                               about the initial investment,

Source: Forbes, The Impact of Automation on the Independent Workforce (May 2, 2017).
Much has been written in recent years on the possible impact of automation on the workforce.

6   OFFICE INSIGHTS 2018 - A WHITE PAPER
implementation headaches, and                         scenario being that printing use will
the retraining involved. Cost remains                 remain the same in the short term
a large barrier and was the most                      as well as scanning and copying. In
commonly mentioned impediment                         short, while automation and streamlined
(45%). Concerns over training (29%),                  processes are certainly gaining traction,
security (28%), and the time it takes                 they’re quite far off from being the norm.
to implement document process
automation (26%) also play a role in
making automation more of a longer-                   Finally, it’s important to note that
term goal—it’s not something that’s                   automation doesn’t just refer to singular
likely to happen in the next 12 months.               processes. Effective ERP implementation
                                                      allows businesses to use a system of
                                                      integrated applications to automate
The current extent of automation                      back-office functions. Currently, about
is such that 66% of U.S. respondents                  50% of decision-makers report that they
plan to stop producing hard copies                    use an ERP system and 75% report that
of transactional documents at some                    their organizations have automated the
future point, with 16% stating                        processing of at least one type of
this will happen within the next year                 document. Among total respondents,
and seven percent reporting that                      documents most likely to be automated
they’ve already done so.                              are financial, such as invoices (34%), and
However, as noted, our 2017                           legal, such as contracts (27%).
research reveals no discernible
move to “paperless”; the most likely

                  Have you automated the way you process and
                   manage paperwork for any of the following?

                             Invoices
  Contracts or Legal Documents
                   Expenses Claims
      Customer Communications
     Incoming Post (Letters, etc.)
                                   CVs
                                Other
                                         0     5      10   15    20    25    30    35     40

Source: Canon U.S.A. Office Insights 2018 research,
conducted by Breaking Blue, August 2017.

                                                                                         OFFICE INSIGHTS 2018 - A WHITE PAPER   7
PART 3
 SECURITY: A GROWING PRIORITY

 With greater freedom comes greater                      that the cost of inaction is simply too                               “I am worried
 responsibility, and with information                    high, as lax print security will ultimately
 now moving around both physically                       mean additional spend to reproduce lost                           that our document
 and electronically, there’s more                        documents (55%), contribute to loss of
 focus on security than ever before.                     business (21%), and even create the need                            and information
 Media coverage of data security                         to enact disciplinary action of internal                             flow might not
 breaches, such as Equifax and                           employees (40%).
 high profile ransomware attacks                                                                                                 be secure.
 like Wanna Cry and Petya, have
 put a glaring spotlight on IT security.                 As data breaches in the U.S. escalate                                  Specifically,
 The latest forecast from Gartner                        to an all-time high, organizations
 says worldwide information security                     operating within a digitally connected                                I worry about
                                                         economy are more vulnerable to cyber-
 spending will have grown seven percent
                                                         warfare and hackers than ever before.
                                                                                                                             hackers, people
 to reach $86.4 billion (USD) in 2017 and
 will climb to $93 billion next year.* Such              One quarter of respondents to the 2018                            stealing identities,
 massive investments are likely driven                   Office Insights survey reported that
 by a sober awareness that security is                   their organizations have experienced a                            and social security
                                                         data breach, defined as the loss or theft
 already being compromised—that this
                                                         of protected personal data in an office
                                                                                                                             numbers. I have
 threat is real, present, and damaging
 as opposed to hypothetical.                             technology environment. This is likely                            a lot of employees’
                                                         a function of the fact that more than
                                                         half of decision-makers, influencers,                                     personal
 Document security challenges are                        and end-users reported that their
 a key area receiving attention. Our                     jobs require them to share documents
                                                                                                                              information …
 study uncovered that about two-                         outside company systems, and                                             [I am also
 thirds of IT decision-makers reported                   46% of their printed and electronic
 they were aware of instances when                       documents contain sensitive                                        concerned about]
 documents have gone missing, either                     information (on average). Yet
 inside their organization (65%) or                      more than half of respondents                                      legal compliance
 when employees have lost documents                      aren’t fully aware of their company’s                                      issues.
 while outside the company (64%).                        legal and compliance responsibilities,
                                                         and 40% of end-users report that
                                                         they don’t know if their organization
 It follows that 72% of senior                                                                                                   — Decision-maker
                                                         has a security policy at all. What’s                                (Senior Management within
 management says they’re likely                          even more alarming is that among                                  Banking, Finance, and Insurance;
 to upgrade their document security                      those whose organizations do have                                         1 - 9 employees)
 in the next year or two. They’re                        a formal security policy, 27% report
 also actively combating unsecure                        that it does not include copier/printers.
 practices, such as leaving behind
 sensitive documents in output trays
 (41%) and printing personal documents
 (32%). Management is recognizing

* S ource: Gartner press release, “Gartner Says Worldwide Information Security Spending Will Grow 7 Percent to Reach $86.4 Billion in 2017”
 (August 17, 2017) https://www.gartner.com/newsroom/id/3784965

 8    OFFICE INSIGHTS 2018 - A WHITE PAPER
One reason why the office workplace is                  attributed the same level of protection
among the most at-risk areas for business               as so-called structured data that resides
data is because multifunctional printing,               in databases.
copying, and scanning devices are akin to               Ultimately, printer/copier security
a file server sitting exposed in the corner             is on the radar for some organizations
of the office. In addition to the basic lack            and, for a notable subset, awareness
of awareness that this is a vulnerable                  is being translated into action: 45%
security area to be taken as seriously                  of IT decision-makers report that they
as it is in the PC space, IT teams often                have consulted an external information
don’t have governance over printer/                     security specialist; 25% have consulted
copier devices nor do they have expert                  a co-worker specialized in this area,
knowledge of the proprietary operating                  and 10% have done both. The latter
environments and languages used for                     represents those most serious about
computer printing. As a result, documents               security and it’s a number that’s likely
that are part of the unstructured flow                  to grow in the coming years.
of business information are rarely

                        Do you have a formal “security policy“?
                             Does it include copiers/printers?

                                     Don't know
                                       17%                Yes, we have
                                                          a formal security
                                                          policy in place.

                                                              38%
                              No, we don't
                              have a formal
                              security policy.        Yes,
                                                      but it
                                  31%                 doesn't
                                                      include
                                                      copiers/
                                                      printers.

                                                      14%

Source: Canon U.S.A. Office Insights 2018 research,
conducted by Breaking Blue, August 2017.

                                                                                           OFFICE INSIGHTS 2018 - A WHITE PAPER   9
PART 4
MOBILE AND CLOUD: THE FINAL FRONTIER

The explosion of mobile technology has               As we move from a manufacturing /
significantly altered our culture, both              production-driven society to a
inside and outside the workplace. That               knowledge-driven one, office space
said, technology often remains ahead                 will be based more on function and
of office realities. There’s still work              less on fixed standards and hierarchies.
needed to create the framework,                      Status will be defined less by the               “It is very
culture, and IT infrastructure necessary             number of windows in a person’s
for a seamless mobile/workplace                      office and more by his or her ability         important [for
experience. Although tablets and
smartphones have allowed people
                                                     to collaborate. Companies looking
                                                     for the next generation of space will
                                                                                                  our users to be
to be accessible 24/7, most workers                  continue to move away from dedicated        able to print from
are still tethered to the physical office.           offices and workstations into a more
There’s not enough secure access to                  free-flowing environment that blurs the      a wider range of
networks and too many documents                      lines between work life and private life.
are still not in electronic form. But                                                             mobile devices],
this will change radically and quickly,
revolutionizing the whole idea of                    The roll-out of cloud services is also         and so we’ve
                                                     picking up pace, with more businesses
what an office is and can be.
                                                     using such services for document
                                                                                                    worked really
                                                     handling, storage, or transfer. Often          hard [to make
According to IT decision-makers,                     these solutions are from well-known
influencers, and end-users in the                    global brands like Google and Microsoft.      that happen]. ”
U.S., 25% of organizations allow                     Concerns about security are weighed
“most or all” employees to work                      against the obvious benefits of agility
remotely and an additional 33%                       and flexibility that come with mobile             — Decision-maker
allow “some” employees to work                       and cloud functionality. The majority        (Associate Superintendent in
remotely. About the same percentage                  of decision-makers are aware of              Education; 50 - 99 employees)
are permitted to connect their own                   cloud-based solutions to help manage
personal devices to the company’s                    document workflows and know
networks or printers (28%). Respondents              the potential benefits they bring in
are enthusiastic about the potential                 streamlining and improving on existing
personal and professional benefits                   processes. Although perceived cost
that remote and mobile work can bring.               remains a barrier for many businesses,
Mobile printing in the workplace is met              the importance of keeping information
with particular enthusiasm, with 44%                 both sensibly and securely managed
of respondents saying this would provide             suggests that cloud-based solutions are
value to them. Overall, enterprises                  becoming more viable for the majority.
recognize that the ability to work
from virtually anywhere, on devices
they’re accustomed to, will ultimately
make them more efficient, more
productive, and more profitable.

Source: Forbes, The Impact of Automation on the Independent Workforce (May 2, 2017).

10 OFFICE INSIGHTS 2018 - A WHITE PAPER
The proof is in the numbers: 42% of                       Nevertheless, barriers to adoption are
respondents report that they’re currently                 still holding some companies back. In
using cloud-based solutions to manage                     addition to the concern about losing data
documents and content, and an additional                  or documents stored in the cloud, cost
15% report that they plan to introduce                    (28%) and security (28%) are also among
cloud applications in the coming year.                    the main mitigating factors. Again,
This degree of adoption (both current                     though, these issues can be addressed
and planned) is a reflection of                           with education as well as the overall
organizations across a variety of                         awareness that cloud services are about
industries embracing the technology                       so much more than simply data storage.
as a means of decentralizing the                          They can literally transform businesses
workforce and increasing the                              and office life, allowing workplaces to be
flexibility of enterprise.                                designed around people and the way they
                                                          interact with business data and others,
                                                          rather than written documents. This is
                                                          why their adoption is simultaneously
                                                          slow and yet so widespread.

           42% agree cloud applications will become the norm
      In a few years, cloud-based applications
           will be the norm for most companies                         42%

       I worry about losing data or documents                          34%
                            stored in the cloud
   Cloud-based applications can significantly
             improve workforce productivity                            32%

  Having the latest cloud technology gives us
                           a competitive edge                          32%

        Cloud-based applications significantly                          28%
                  reduce our internal IT costs
                                                      0         10       20        30        40

Source: Canon U.S.A. Office Insights 2018 research,
conducted by Breaking Blue, August 2017.

                                                                                             OFFICE INSIGHTS 2018 - A WHITE PAPER 11
CONCLUSION
A LOOK TO THE FUTURE

As demonstrated in Office Insights                                    made conducive to collaboration.
2018, today’s office is expanding beyond                              New tools must be made user-friendly,
its conventional boundaries in a number                               resistant to data loss and, overall, able
of ways. The idea that the office is a                                to streamline work processes.
specific place where our professional
lives happen is becoming less universal.
Workers can be productive anywhere,                                   Our data suggests that, while the
thanks to mobile, cloud, faster network                               “workplace” is being redefined through
access, and a growing number of online                                technology, enterprises will continue
collaboration tools. Wherever the office                              to experience a “print evolution.” This
may be, wider and better use of social                                is happening through an integration
networks, data analytics, and smart                                   of fundamental, print-based processes
technologies is having a monumental                                   and improved ways of managing, storing,
effect on productivity and expectations.                              and accessing data through automation,
                                                                      digitization, and mobility. Security
                                                                      will continue to play a critical role,
However, this expansion brings with it key                            especially as awareness of office
challenges, including privacy and security                            technology vulnerabilities expands
issues posed by a global workforce of                                 beyond the narrow confines of PC
people who work digitally, remotely, and                              security. Ultimately, these trends
with multiple devices. These changes                                  will define the office of the future,
also mean that work spaces—whether                                    which still rests somewhere between
they’re conventional offices, temporary                               the old and the new.
ones, or conference facilities—must be

           For more information on how Canon business
           systems can help you make it happen, visit:

           USA.CANON.COM

Canon is a registered trademarks of Canon Inc. in the United States and may also be
registered trademarks or trademarks in other countries. All other referenced product
names and marks are trademarks of their respective owners. Not responsible for
typographical errors.
©2018 Canon U.S.A., Inc. All rights reserved.

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