Toy Train Concept
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T HE T OY T RAIN CONCEPT OF AN ECRM P ROGRAM K EDAR T HAKKAR – RIM P ROFESSIONAL ARMA H OUSTON 2014 K EDAR T HAKKAR RIM P ROFESSIONAL I NDEPENDENT C ONTRACTOR C URRENTLY UNDER CONTRACT WITH SEVAMA INC.
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Transcript of Toy Train Concept
THE TOY TRAIN CONCEPT OF AN ECRM PROGRAM
KEDAR THAKKAR – RIM PROFESSIONAL ARMA HOUSTON 2014
KEDAR THAKKARRIM PROFESSIONALINDEPENDENT CONTRACTOR
CURRENTLY UNDER CONTRACT WITH
SEV
AM
A IN
C.
THE TOY TRAIN CONCEPT OF AN ECRM PROGRAM
KEDAR THAKKAR – RIM PROFESSIONAL ARMA HOUSTON 2014
TOY TRAIN CONCEPT
ECRM PROGRAMFOR AN
THE TOY TRAIN CONCEPT OF AN ECRM PROGRAM
KEDAR THAKKAR – RIM PROFESSIONAL ARMA HOUSTON 2014
WHAT IS ECRM?
ECRM – Enterprise Content and Records Management
Content | Records | Information
Unstructured | Structured
Electronic | Paper
THE TOY TRAIN CONCEPT OF AN ECRM PROGRAM
KEDAR THAKKAR – RIM PROFESSIONAL ARMA HOUSTON 2014
WHAT IS AN ECRM PROGRAM?
Understanding Program from Project
Establish/Sustain multiple long term processes
Culture shift or change within the enterprise
Technology/Tools, Education/Awareness, Policies &
Procedures
Key word here is “Sustain”
THE TOY TRAIN CONCEPT OF AN ECRM PROGRAM
KEDAR THAKKAR – RIM PROFESSIONAL ARMA HOUSTON 2014
CHALLENGES OF ESTABLISHING AN ECRM PROGRAM?
Understanding the concept & need of an ECRM Program
“This will never happen to us” mentality
Time, Money, Resources, Lead Role
Getting off the ground
Sustaining such a program…
THE TOY TRAIN CONCEPT OF AN ECRM PROGRAM
KEDAR THAKKAR – RIM PROFESSIONAL ARMA HOUSTON 2014
WHAT ABOUT THIS TOY TRAIN ANALOGY?
THE TOY TRAIN CONCEPT OF AN ECRM PROGRAM
KEDAR THAKKAR – RIM PROFESSIONAL ARMA HOUSTON 2014
THE MOVING TOY TRAIN ANALOGY
Laying down the train tracks = Laying down the specifics of the program
Adding stations = Applying the same process to multiple entities
Track intersections = Process dependencies/overlapping
Traffic signals = Managing processes and process flow
Toy trains = Processes in execution mode
THE TOY TRAIN CONCEPT OF AN ECRM PROGRAM
KEDAR THAKKAR – RIM PROFESSIONAL ARMA HOUSTON 2014
WHERE CAN WE START?
THE TOY TRAIN CONCEPT OF AN ECRM PROGRAM
KEDAR THAKKAR – RIM PROFESSIONAL ARMA HOUSTON 2014
EXAMPLES OF “WHERE CAN WE START”
Scanning of paper documents
Establishing/Managing an ECM Tool (FileNet, SharePoint)
Compliance committee OR Governance committee
De-duplication of information, Records/Information clean-up
Taxonomy
Retention schedule (establish or refresh)
Audit/Litigation/Consequences
Information Risk/Data Security
Managing File Room/Record Center
THE TOY TRAIN CONCEPT OF AN ECRM PROGRAM
KEDAR THAKKAR – RIM PROFESSIONAL ARMA HOUSTON 2014
VISUALIZING “THE END OR BEGINNING”
Perspective: “End” or “Beginning”
Multiple toy trains on multiple intersecting train tracks
People, Tools and Processes established
Sustain, Revise/Improve, Grow!
THE TOY TRAIN CONCEPT OF AN ECRM PROGRAM
KEDAR THAKKAR – RIM PROFESSIONAL ARMA HOUSTON 2014
ADDRESSING THE “EXECUTIVE” CHALLENGE
Top Down Approach – Best but rare!
Bottom Up Approach – Very difficult/Steep climb!
Importance of Middle Managers/Directors – Carrot and a Stick!
Involving IT, Legal, HR, Audit, Infrastructure, Records…
THE TOY TRAIN CONCEPT OF AN ECRM PROGRAM
KEDAR THAKKAR – RIM PROFESSIONAL ARMA HOUSTON 2014
TRAIN WRECKS TO WATCH OUT FOR!
Non-committed committee members
Slow developing dependency processes
Lack of Change Management concepts
…many more
THE TOY TRAIN CONCEPT OF AN ECRM PROGRAM
KEDAR THAKKAR – RIM PROFESSIONAL ARMA HOUSTON 2014
FTE VS CONSULTANT/CONTRACTOR
RIM Professional as a consultant/contractor
Records Manager as a Full Time Employee
THE TOY TRAIN CONCEPT OF AN ECRM PROGRAM
KEDAR THAKKAR – RIM PROFESSIONAL ARMA HOUSTON 2014
SOME POINTS TO TAKE AWAY TODAY
Multiple entry points into starting an ECRM Program
Flying under the radar philosophy
Forming a committee to involve other like minded individuals Middle Managers/Directors Do everything possible to keep the committee intact
Know your game plan
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THE TOY TRAIN CONCEPT OF AN ECRM PROGRAM
KEDAR THAKKAR – RIM PROFESSIONAL ARMA HOUSTON 2014
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THE TOY TRAIN CONCEPT OF AN ECRM PROGRAM
KEDAR THAKKAR – RIM PROFESSIONAL ARMA HOUSTON 2014
THOUGHTS/QUESTIONS?
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THE TOY TRAIN CONCEPT OF AN ECRM PROGRAM
KEDAR THAKKAR – RIM PROFESSIONAL ARMA HOUSTON 2014
THANK YOU
