ECM Strategy Development

Post on 19-Oct-2014

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A high level introduction to a best practice approach to defining an ECM (Enterprise Content Management) strategy. I originally used these slides on a webinar co-produced with SPringCM. To see the full presentation, mine embedded with the SpringCM slides focused on Sass or Cloud computing based ECM go to http://www.slideshare.net/SpringCM/spring-cm-sharepointclouddecisionframework2010

Transcript of ECM Strategy Development

Defining A Strategy for Enterprise Content Management (ECM)

Carl Frappaolo Principal, Information Architected, Inc.

Access & Collaboration

Security & Compliance

ECM

Defining A Strategy for Enterprise Content Management (ECM)

Defining A Strategy for Enterprise Content Management (ECM)

DEFINING ECM

The leveraging of methods, processes and tools to manage electronic business content throughout its lifecycle, in order to minimize associated risk and

increase associated value.

Create/Capture Store Access Control Archival &

Destruction

Defining A Strategy for Enterprise Content Management (ECM)

Web/html IM

Meta Data Management

Records Management

Shared Drives E-mail Data/tags

ID Extraction

IRM/ERM

BPM/ Workflow

Authentication

Content Analytics

Search Portal/Web

Social Network Analysis

Content Management

Document Management

Taxonomy Collaboration

Information Architecture / Sourcing Strategy

Visualization

Facets

Contextual Filtering

MultiMedia

DAM

Control & Secure

Collaborate & Innovate

Defining A Strategy for Enterprise Content Management (ECM)

4

The Overall Game Plan

Source: http://mike2.openmethodology.org

In association with: Presented by: Defining A Strategy for Enterprise Content Management (ECM)

Defining & Leveraging the Team

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ITUsersSponsor/Stakeholders

Study

Pilot

Enterprise

Defining A Strategy for Enterprise Content Management (ECM)

Critical Success Factors (CSFs)

• Very Specific Business Drivers or Objectives for the Project

• Defined by Key Performance Indicators

Defining A Strategy for Enterprise Content Management (ECM)

Techniques for Business Development Content Audits

Surveys

Interviews

Process Mapping

Defining A Strategy for Enterprise Content Management (ECM)

Gap Analysis

Outcomes/CSFs

Outcomes/CSFs

Gap

Future C

urrent Processes and Tools

ECM (et. al.)

Defining A Strategy for Enterprise Content Management (ECM)

Prioritise Requirements MoSCOW Mo – Must have S - Should have CO – COuld have W - Would have, if…

Defining A Strategy for Enterprise Content Management (ECM)

Web/html IM

Meta Data Management

Records Management

Shared Drives E-mail Data/tags

ID Extraction

IRM/ERM

BPM/ Workflow

Authentication

Content Analytics

Search Portal/Web

Social Network Analysis

Content Management

Document Management

Taxonomy Collaboration

Information Architecture / Sourcing Strategy

Visualization

Facets

Contextual Filtering

MultiMedia

DAM

Control & Secure

Collaborate & Innovate

Defining A Strategy for Enterprise Content Management (ECM)

Source: Information Architected, Inc.

Conceptual and Logical Information Architecture

In association with: Presented by: Defining A Strategy for Enterprise Content Management (ECM)

Phasing

Business Application

Tech Com

ponent

In association with: Presented by: Defining A Strategy for Enterprise Content Management (ECM)

HIGH

HIGHLOW Criticality

Com

pete

ncy

Outsource

In-House

Reengineer

Off site/Spinoff

In association with: Presented by: Defining A Strategy for Enterprise Content Management (ECM)

Recalling the IAI SharePoint Market Study

SharePoint mostly used today for file sharing & simple collaboration

59% cited support for more complex applications as major issue in enterprise deployment Applications requiring workflow, BPM

Security, particularly for crossing the firewall Scalability Integration

In association with: Presented by: Defining A Strategy for Enterprise Content Management (ECM)

Carl Frappaolo cf@informationarchitected.com

@carlfrappaolo

617-933-2584

Information Architected, Inc. www.informationarchitected.com @IAI