Implementing an Enterprise Integrated Document Management System Alan Weintraub.
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Transcript of Implementing an Enterprise Integrated Document Management System Alan Weintraub.
Implementing an Enterprise Integrated Document Management System
Implementing an Enterprise Integrated Document Management SystemAlan WeintraubAlan Weintraub
Enterprise IDM: The First-Year Agenda
Enterprise IDM: The First-Year Agenda
Identify all IDM projects underway Identify the overlapping functional and technical
requirements Evaluate the feasibility of deploying a single-enterprise IDM
system Identify integration requirements between IDM systems Establish a methodology for, and sponsor, "document
inventories” Establish a dialogue with business process re-engineers to
ensure recognition of IDM’s value in re-engineering projects Develop a document index data dictionary to facilitate
information sharing and retrieval among IDM systems Establish a clearinghouse of information on IDM and related
technologies
WRAV ModelWRAV Model
Document TypesDocument Types HRHR ISIS ClientClient Mfg.Mfg.
BenefitsBenefits WRAVWRAV VV VV VV
PoliciesPolicies WRAVWRAV VV VV VV
SOPsSOPs VV WRAVWRAV VV
MSDSMSDS VV WRAVWRAV
GuidelinesGuidelines WRAWRA RVRV
System DocumentSystem Document WRAVWRAV
Business OrganizationBusiness Organization
Document Inventory: A Key to a Successful IDM Implementation
Document Inventory: A Key to a Successful IDM Implementation
Repository Technologies Converge
Repository Technologies Converge
Integrated RepositoryIntegrated Repository
Integrated Document ManagementIntegrated Document Management
Multiple authoring toolsMultiple authoring tools Multiple output formatsMultiple output formats WorkflowWorkflow Application integrationApplication integration ImagingImaging ColdCold
DocumentsDocuments
Digital Asset ManagementDigital Asset Management
Asset catalogingAsset cataloging Asset retrievalAsset retrieval WorkflowWorkflow DistributionDistribution Content rendering for reuseContent rendering for reuse
DigitalDigitalAssetsAssets
Document Component ManagementDocument Component Management
Structured document Structured document authoringauthoring
Database publishingDatabase publishing Document intelligenceDocument intelligence
DocumentDocumentComponentsComponents
Web Content ManagementWeb Content Management
Web content authoringWeb content authoring Web-focused outputWeb-focused output Support for large number Support for large number
of usersof users Response optimizationResponse optimization
WebWebContentContent
ConceptConcept
Create/Create/ReviseRevise
Review/Review/ApproveApprove
Aggregate/Aggregate/ManageManage
Access/Access/DistributeDistribute
ArchiveArchive
DestroyDestroy
Work-in-ProcessWork-in-Process ApprovedApproved
The Document Life CycleThe Document Life Cycle
Six Layers of DEVA Leverage Six Layers of DEVA Leverage
Support Structure LeverageSupport Structure LeverageSupport Structure LeverageSupport Structure Leverage Operational support, Operational support, regulatory requirementsregulatory requirements
Delivery Structure LeverageDelivery Structure LeverageDelivery Structure LeverageDelivery Structure Leverage Implementation, training, Implementation, training, templates, methodologytemplates, methodology
Deep Domain Expertise LeverageDeep Domain Expertise LeverageDeep Domain Expertise LeverageDeep Domain Expertise Leverage LOB integration,LOB integration,regulatory requirementsregulatory requirements
Baseline Common Logic LeverageBaseline Common Logic LeverageBaseline Common Logic LeverageBaseline Common Logic Leverage Common accountCommon accountcreation, querycreation, query
IDOM Suite LeverageIDOM Suite LeverageIDOM Suite LeverageIDOM Suite Leverage Document technology Document technology replicabilityreplicability
Infrastructure LeverageInfrastructure LeverageInfrastructure LeverageInfrastructure Leverage Technical infrastructure Technical infrastructure pre-canned architecturespre-canned architectures
ExecutiveSponsor
S te e r ingC o m m ite e
C o reT e a m
E xte nde dT e a m
T e c hnic a lA rc h ite c t
S e nio rB us ine s sA na lys t
B us ine s sA na lys ts
D e ve lo pe rs
P ro gc ra mO ff ic e
IDM Project TeamIDM Project Team
Document Structure
Roles and Responsibilities
Desktop and Server
Database Design
Business Processes
Solving the IDM Implementation Puzzle
Solving the IDM Implementation Puzzle
Companycabinet
Financefolders
Humanresourcesfolders
Qualityfolders
Manufacturingfolders
IDM Repository OrganizationIDM Repository Organization
Key Factors to a Successful Integration
Key Factors to a Successful Integration
Enterprise IDM Strategy PlanningEnterprise IDM Strategy Planning Solve the Business Problem, the Technology is Solve the Business Problem, the Technology is
the easy partthe easy part Make the Business Owners responsible for the Make the Business Owners responsible for the
Project’s successProject’s success Create a common repository architecture that can Create a common repository architecture that can
be used across the Enterprisebe used across the Enterprise ““Try Before You Buy” - Prototyping techniques Try Before You Buy” - Prototyping techniques
breed successbreed success
Alan WeintraubAlan Weintraub
Implementing an Enterprise Integrated Document Management System
Implementing an Enterprise Integrated Document Management System