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ECM Roadmap
Maximizing your Enterprise Content Management investment
Enterprise Content Management ServicesEnterprise Content
Management
Help clients manage information and knowledge assetsthroughout the entire lifecycle to create business value
• Unify content to one centralized solution with focus on control and organization
• Improve decision making through improved access to relevant information
• Collaborative workflows with employees, customers, suppliers, and partners
• Multi-channel publishing: print, web, optical, wireless, and syndication
• Strategy Services– Business Planning and Strategy Development– Business Analysis and Roadmap– Return on Investment (ROI) Analysis– Project Planning– Project and Architectural Assessment
• Analysis and Architecture Services– Business and Technical Requirements Analysis– System Architecture and Design– User Experience– Information Architecture (including Taxonomy)– Business Process Analysis and Design
• Implementation Services– Project and Program Management– Installation and Configuration– Integrations with Other Systems– Extensions, Enhancements, Configuration and
Customization to meet Unique Needs– System and Integration Testing– Training– Knowledge Transfer
Managing Content Effectively Means Considering its Full Lifecycle
3 Publishing and Distribution
2 Review and Approval
1 Authoring and Creation
4 Archiving
Content in the Value Chain…
ManufacturingSupply
Sales
DistributionService
Research &Development
ContractsContracts
Quality
InfoTechLegal
Logistics Marketing
Executive
CollateralCollateral
DesignDesign
ResearchResearch
PolicyPolicy
PlansPlans
DeviationsDeviations
RequestsRequests
DocumentationDocumentation
ProposalsProposals
LiteratureLiterature
MessagesMessages
Content Lifecycles Across the Enterprise
Conception Review & Negotiation Approval ExecutionExpiration &
Renewal
Procurement/Contract/Legal
Envisioning Developing StabilizingOperating
MaintainingDeploying
IT Development Projects
Planning Replacing
Inception Design & Development LaunchSupport &
Maintenance End-of-Life
Product Lifecycle
Source /Engineering
Inspiration Development Campaign Promotion Repackage
Product Market Collateral
Storyboard Proof
ECM Platform Components• All the things that makeup the ECM platform
Document Management
Web Content Management
Digital Asset Management Collaboration
Records ManagementImaging
Workflow -Business Process
Management
Information Lifecycle
Management
Portal Integration
Email Integration
System Platform
Integration
System Hardware
Integration
SecurityIntegration
ComplianceKnowledge
ManagementDigital
Publishing
ECM – Efficiency in the Value Chain
ConsolidationOptimization
Collaboration Compliance/Control
Asset Execution
Proc
ess
Enh
ance
men
t
Create Once - Use Many – Almost…
Efficiency Matrix for Content
ECMRoadmapApproaches
ECM Roadmap Exits
Visioning 5-10 days
Tactical 3-6 weeks
Strategic 2-4 months
Enterprise Content Strategies
TopographicalAnalysis
Planning, Zoning& Conservation
StaffingPlan
Utility PlanArchitecture
OrganizationalPlan
• High level opportunity strategy
• Detailed Analysis & Prioritization
• Change Management Plan
• Infrastructure & Sizing• Taxonomy / Classification • Usability
• People & Skills
Compliance &Enforcement
• Governance & Standards
Roadmap Objectives• Educate and Inform
– Assist in stimulating understanding
– Business Value Identification and Definition
– Prepare for Organization Change
• Assess Current Situation– Existing ECM capabilities
– Current system processes
– Business Needs/Requirements
• Benchmark for Future Vision– Industry Trends
– Best Practices
– Segment Similarities
– Organizational Objectives
– External Factors – Regulation, Compliance, Competition
• Plan– Infrastructure Architecture
– ECM Foundation
– Support
– Project Portfolio
Roadmap Approach – Step 1
• Establish Foundation
– Confirm Executive Goals and Support
– Project Goals
– Teams and Individual Roles
• Communication of effort
– Stakeholders and Participants
– Solicit Broad Organizational Input
• Organizational Structure
– Existing Capabilities
– Important Business Functions
– Target interviews, schedules and work sessions
Define Objectives, Critical Success Factors and
Organizational Awareness
Current State Assessment
Future State Vision
Develop ECM Roadmap
Roadmap Approach – Step 2
• Assessment Methods
– Questionnaire
– Interviews – Sponsor, Functional Domain Experts, IT Business Partner, IT Technical
– Research
• Assessment Components
– Business Objectives & Opportunities
– Business Process Flows
– Content Assets
– Costs
– Systems and Capabilities
– Functional and IT Skills and Bandwidth
– Organizational Learning Styles
Define Objectives, Critical Success Factors and
Organizational Awareness
Current State Assessment
Future State Vision
Develop ECM Roadmap
Roadmap Approach – Step 3
• Refinement of Potential & Future Needs
– Prioritized Significant Initiatives -Identification of strategic potential projects
– Enterprise Process Analysis
– Topical Analysis
• Future State Definition
– Document/Assets – Gaps, Direction, Sources, structure, classification
– Processes – Synergy, Information Lifecycle, Workflow, Archival
– Architecture - Platform, Gap
• Integrated View
– Opportunities for Greatest Business Value
– Commonality and Standardization
– Classification and Taxonomy
– Collaboration and workflow process
Define Objectives, Critical Success Factors and
Organizational Awareness
Current State Assessment
Future State Vision
Develop ECM Roadmap
Roadmap Approach – Step 4
• ECM Roadmap and Timeline
– Prioritized based upon criteria
– Project component implementation plan
– Project Plan for first phase of implementation
– Outline roadmap for enterprise deployment
• ECM Component Development
– Executive Summary
– Benefits of ECM for your company
– Governance
• ECM Component Development cont.
– Budget and Staff plans
– Project Implementation plans
– Architecture
– Organizational Structure
– Draft architecture and infrastructure requirements
– Budget estimates
– Cost justification
Define Objectives, Critical Success Factors and
Organizational Awareness
Current State Assessment
Future State Vision
Develop ECM Roadmap
ECM Roadmap Components• Content Management Strategy
– Business Planning
– ROI Analysis
– Project Planning
• Architecture– Taxonomy
– Workflow/Process Flow
– Information Architecture
– Collaboration
– Content Publishing/Distribution
– Security Model
• Content Organization– Library Services/Digital Asset
Management
– User Interface: Desktop/Webtop
– Rendition Control
– Auditing, Tracking, Reporting
– Review, Approval Cycle
– Security/Confidentiality
• Technology Platform– Installation/Configuration
– Integration
– Customization
Benefits to your Organization • Value
– Rapid time to value
– Rapid transition into implementation
– Identifies future ECM initiatives
• Consistency
– Plans for Content sharing across the enterprise
– Standardization complies with regulatory and company policies
– Reduces duplicate efforts by introducing reusable processes and other ECM assets
– Aligns ECM investments with company objectives
• Resiliency
– Facilitates system flexibility to organizational change – avoid brittle ECM processes
• Security
– Secures and controls intellectual property and other confidential information
– Reduces threat of legal and regulatory risk
Critical Success Factors – ECM Overall
• Business Involvement is an Absolute Requirement
– Identification of Champions
– Effective and frequent communication
– Support for Organizational relearning• Enterprise view/approach is important
– Institutionalize & Evangelize ECM
• Departmental/Business Area must be aligned with the Enterprise Plan
– ECM must operate as a single cohesive initiative
• Disciplined Deployment • Must address volume needs• Ongoing Evaluation
Critical Success Factors – Project by Project
• Ease of use
• Effective classification
• Rapid access
• Alignment with key processes and applications
• Effective change management
• Frameworks and delegation
• Cross-pollination
• Security and access control
• Judicious use of standards
• Reliability of information
• Creating a culture of sharing
Example Projects• Medical Device Company
• Biotech/Small Pharma
• Commercial Insurance Provider
• Consumer Device Manufacturer
• Retail Banking & Financial Services
• Retail Sales
ROI – Areas of Opportunity• Project Portfolio
– Streamlined project implementation – better budget planning
– Opportunity Driven• Cycle Time Reduction (10-70% faster)• Reduced effort Overhead/Transaction Cost (Reduce Transaction
cost by 20-60%)• Compliance – Risk of audit/regulatory finding/fine (Cost Avoidance –
Risk Adjudication)• Improved Response/Success Rate Improvement in Revenue (Add 2-
7% process revenue)
•Consolidation•Optimization•Collaboration•Compliance/Control
ROI – Areas of Opportunity• Corporate Center of Excellence/Project Office
– Development and Deployment Standards• 65% reduction in tiered deployment after the first system• 35% reduction in design effort
– Standardized Development – Shared development (25% Project Cost Savings)
– Shared Resources – Consolidated Mgmt & Support (40% Overhead Reduction)
• Governance
– Reinforcing Best Practices
– Standardization – (Reduced project overhead 25-60%)
•Consolidation•Optimization•Collaboration•Compliance/Control
ROI – Areas of Opportunity• Marketing Collateral
– External Services Reduction – Edit and Publish in house
– Reduced Cycle Time
– Dual Publication – Print & Web
– Compliance
• Product Development
– Collaboration
– Design Change Management
• Supply Management
– Contract Workflow, Retention (reduced cycle time
• Service Organization
– Facilitation of Member Services (reduced effort, document retention)
• Process Optimization
– Repository, Search, Workflow & Collaboration
– Improvements (10-70% cycle time reduction, Parallel work)
– Control and Business Process Reinforcement
•Consolidation•Optimization•Collaboration•Compliance/Control
Where to Start?• What level is right for your Organization
– Vision, Tactical, Strategic
• Assess your current state of readiness
– Consider Enterprise wide opportunities that can return initial High value/High Impact/Quick ROI
– Determine your ability to support the roadmap process financially and organizationally
• Preparation
– Identify sponsors, stakeholders and participants
– Advise/communicate plans for the roadmap
– Allocate sufficient time for discovery and education
– Determine existing technology plans that may integrate or obstruct
• Progress towards Business Alignment
– Adjust Roadmap Strategy to address organizational issues including barriers for adoption