Enterprise Content Management Consulting-A Quick Reference
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Transcript of Enterprise Content Management Consulting-A Quick Reference
How do we define Enterprise Content Management?
Enterprise Content Management (ECM) is the strategies, methods and tools used to capture, manage, store, preserve, and
deliver content and documents related to organizational processes. ECM tools and strategies allow the management of an
organization's unstructured information, wherever that information exists. *
Content management is 10%
technology, 40% process control, and
50% governance
What is Enterprise Content Management?
Key Business Drivers
Improve efficiencyReduce costIncrease profits & performance
Better manage content
lifecycle
Cost
Deliver improved customer serviceIncrease
competitive advantage
Provide faster turnaround
Customer
Compliance Manage
retention & records
Mitigate risk management
Ensure business
continuity
Risk
“Enterprise Content Management (ECM) is the technologies used to capture, manage, store, preserve, and deliver content and documents related to organizational processes. ECM tools and strategies allow the management of an organization's unstructured information, wherever that information exists.”
Source: AIIM Global Survey, March 2007, 1200+ respondents
Why do enterprises invest on ECM?
To manage the unstructured data in the enterpriseA single point of control for complete information lifecycle managementProvides consistency, security, privacy and other integrative capabilitiesBetter compliance and regulation of organizational processes.
What are different types of ECM solutions?
• Document management• Records management• Business Process Management• Digital Asset Management• Web Content Management• Correspondence management• Component content management• Business classification scheme
• eDiscovery• Forms• Collaboration• Capture• And more …!
Enterprise
content management (ECM) involves
What are the key business drivers for
ECM engagements?
Key business drivers for ECM
engagements
Diverse content typesOperational
Efficiency
Enhanced collaborati
on
Changing Industry
Real time access to
data
Informed business decisions
Regulatory and
compliance pressures
Business Process
Optimization
Increasing content usage
Risk mitigation
Content Chaos
What are the different user roles in ECM?
O Power usersO EditorO ReviewerO AdministratorO Master
O Content authors
How to start an ECM consulting engagement?Infrastructure decisions on a separate track
Usual role is of a ‘business analyst’
“Analyze the business”
Analyzing the business is not same as gathering requirements
Thumb rule “You cannot have a business process without information (content)”
IT Architecture related ECM conceptsArchitect
ure
Repository
Metadata models
Infrastructure
Business Process
Service modelling
Process framework
s
Workflow
State transitio
n
System context
Portals
Navigation
Integration
How is ECM related to Information Architecture?
Information • Architecture
• Governance
• Taxonomy• Business Process
• Records• Security
ECM Technology• Architecture
• Infrastructure
• Operations• Integrations
Taxonomy related ECM concepts
Taxonomy
Content
Database
Classification
Ingestion
Indexing
Metadata
Model
Business
Technical
Functional
Vocabulary
Language
Format
Findability
Search
Governance related ECM concepts
Governance
Compliance
Identity
Branding
Security
Audit
Records
Transactions
Reporting
Lifecycle management
Correspondence
Authoring
Retention
Disposition
Some best practices for ECM solutions
Content defined by location
Extensive content reuse
Focuses on authoring and editingTight integration between authoring and the repositoryPowerful automated publishing engine
Single sourcing application
Recent trends in the ECM landscape
ECM Services in the cloud ECM as a
REST based serviceMobile Content
Management
Big Content in
the enterprise
Long time preservati
on strategy
Document centric
collaboration
Intelligent
disposition