Enterprise Content Management Consulting-A Quick Reference

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Enterprise Content Management An Innovation Consultant’s Guide

Transcript of Enterprise Content Management Consulting-A Quick Reference

Enterprise Content

ManagementAn Innovation Consultant’s

Guide

Let’s ask questions like a child!

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

What is the difference between data, information and content?

Content

DataInformation

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)”

Deep inside the content dynamics …

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

Thank you …