Presented by Karuana Gatimu, ECM P February 18, 2009.
-
Upload
griffin-cox -
Category
Documents
-
view
214 -
download
1
Transcript of Presented by Karuana Gatimu, ECM P February 18, 2009.
Creating an ECM StrategyTechnology as a Service
Presented by Karuana Gatimu, ECMP
February 18, 2009
Who Am I?• Technology professional with 18 years experience in
project management, custom application development and corporate training.
• Certified Enterprise Content Management Practitioner
• Currently IT Project Manager & SharePoint Architect for Skechers USA, a global footwear manufacturer
• 10 Years as a content management specialist for legal and government industries
• Principle Enthusiast at SharePointStrategist.com
Focus on Technology as a Service
Start the Conversation – Engage Others
It’s a Process not a Product
Evaluate Existing Systems & Processes
Find Your Pain Points
An ECM Strategy – Why You Need OneWhat Is It? An ECM Strategy document is an iterative document which outlines your requirements, approach & measurable goals for delivering ECM services to the enterprise.
Understand Your Process: Whether you use the SDLC, MSF, RUP or a hybrid have a project management process
Establish Project Stakeholders: These executive level people will help you manage organizational change
Establish a Communication Plan! Know in advance how you will communicate about your project
Plan your Resources: Yes, even if you are a team of one have a resource plan
Define Success: Find measurable goals and track your success. Create a feedback process for your users
A Word About Project Management
SharePoint Technology PlatformDocs/tasks/calendars, blogs, wikis, e-mail integration, project management “lite”, Outlook integration, offline docs/lists
Enterprise Portal template, Site Directory, My Sites, social networking, privacy control
Enterprise scalability,contextual relevance, rich people and business data search
Rich and Web forms based front-ends, LOB actions, pluggable SSO
Server-based Excel spreadsheets and data visualization, Report Center, BI Web Parts, KPIs/Dashboards
Integrated document management, records management, and Web content management with policies and workflow
ContentManagement
BusinessProcess
Business Insight
Collaboration
Portal
Search
Leveraging SharePoint
Ad-hocTeamSites
Business Solutions
StructuredTeam Sites
Bu
sin
ess V
alu
e
Inter-connected Virtual Workplace
Initial Defined
Managed
Measured
Optimizing
Capability Maturity Model (CMMI)
Body of Work Reference: Carnegie Mellon SEI
http://www.sei.cmu.edu/cmmi/general
Challenges to Implementation
ECM Strategy
Technology as a Service
Architecture Design
IT Resources
Pilot Project Selection
Risk Analysis
Best Practices
Implementation
Theory
If you are new:◦ Think about an appropriate pilot project to cut
your teeth on◦ Do not over commit or deploy all features at once
If you have an existing deployment:◦ Which segments can you enhance?◦ How are you delivering value to your users?◦ Which pieces of the strategy have you missed on
previous projects & how can you improve?
New vs. Existing Deployments
Architecture Considerations Taxonomy - How you classify data as
expressed through:◦ Content database & web app design◦ Content types◦ Custom columns◦ Other metadata
Legacy Integration◦ Links to external databases (CorasWorks Tools)
Data Conversions◦ Unstructured to Structured Data◦ File Stores
Architectural Example
My Site
SPAdmin &
Gallery
DocCenter
Dept’s IT SALES
ProjectSites
Training
Cora
sW
or
ks
Con
ten
t To
ols
MO
SS
SQ
L
Ind
ex
GR
Vd
Rela y
EM
S
Rep
ort
Mic
rosoft
Web
or
E-m
ail
Clie
nt
MOSS Portal
External Services
MO
SS
Arc
hi
ve
Persona Driven Data Delivery
MYSite (Main Persona - Redesigned)
Calendar
Department or Workgroup
Dept. Calendar
Resources
Master vendor & employee lists
Centrally Configured Security Profiles via AD Load balanced at site level Visibility by Target Audiences
The solution to serving up information from
disparate systems
Embodies the idea of technology as a service to
the enterprise by allowing users to focus on
business issues not technology
True integration of the capture and consumption
of information
The “X” Factor Breeze by CorasWorks
Virtual Workplace Environment
CorasWorks is an application development tool The Power:
◦ Minimizes need for custom code or .NET developers on staff OOTB Web Parts, Wizard driven configuration, easy Admin
screens
◦ Data Integration Toolset pulls and pushes data to/from external sources
The Flexibility◦ Allows documents & lists to be viewed and acted upon
across sites & site collections Roll Ups & Action Libraries
◦ 80% of all central configuration, design and deployment can be automated Gallery Management, Central Configuration, Global Navigation
CorasWorks – Steroids & Yoga for MOSS
a. SOX b. HIPPA c. Information retention policy
◦ Document & data life cycles d. Legal (litigation & other requirements) e. Executive management review/approval f. Enterprise change management policy
Compliance & Governance
Each consideration can be handled by content types with associated workflows, audit trails, publishing sites, content expiration and a taxonomy that identifies the owners of content.
Fault Tolerance & Data Protection
Immediate and future needs
Amortized costsHardware,
licensing, service expenses
Scalability
Resource Allocation
Education of Internal Resources
Balance Internal & External Expertise
Long Term Planning
Institutional Knowledge
Management
Pilot Projec
t Select
ion
Define Business
Case
Budget Risk Advise Plan
Cost & Risk Analysis
Goals by Quarter for MBO planning◦ Be careful what you publish!
Quality Assurance & Measuring◦ a. User feedback process◦ b. Revision criteria◦ c. Defined criteria for success◦ d. Iterative development processes◦ i. Prioritize feature roll outs by iteration
Goals & QA
CorasWorks’ Breeze Virtual Workplace: Use this powerful tool to educate your teams on functionality and stimulate your imagination about solutions.
Global Networks: Assistance from professionals who have seen a variety of system implementations is critical.
Web Resources: ◦ Microsoft
◦ CorasWorks.net
◦ SharePoint University
◦ SharePointStrategist.com
Must Have Books:◦ Essential SharePoint 2007 by Jamison, Carderelli & Hanley
◦ Microsoft® Office SharePoint® Server 2007 Administrator's Companion by Bill English
◦ SharePoint Best Practices by Bill English
Resources
Questions & Comments