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Doxim - Developing an ECM Strategy
Doxim - Developing an ECM Strategy
Doxim - Developing an ECM Strategy
Doxim - Developing an ECM Strategy
Doxim - Developing an ECM Strategy
Doxim - Developing an ECM Strategy
Doxim - Developing an ECM Strategy
Doxim - Developing an ECM Strategy
Doxim - Developing an ECM Strategy
Doxim - Developing an ECM Strategy
Doxim - Developing an ECM Strategy
Doxim - Developing an ECM Strategy
Doxim - Developing an ECM Strategy
Doxim - Developing an ECM Strategy
Doxim - Developing an ECM Strategy
Doxim - Developing an ECM Strategy
Doxim - Developing an ECM Strategy
Doxim - Developing an ECM Strategy
Doxim - Developing an ECM Strategy
Doxim - Developing an ECM Strategy
Doxim - Developing an ECM Strategy
Doxim - Developing an ECM Strategy
Doxim - Developing an ECM Strategy
Doxim - Developing an ECM Strategy
Doxim - Developing an ECM Strategy
Doxim - Developing an ECM Strategy
Doxim - Developing an ECM Strategy
Doxim - Developing an ECM Strategy
Doxim - Developing an ECM Strategy
Doxim - Developing an ECM Strategy
Doxim - Developing an ECM Strategy
Doxim - Developing an ECM Strategy
Doxim - Developing an ECM Strategy
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Doxim - Developing an ECM Strategy

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Building an ECM Strategy is like climbing a mountain. First, you select a destination, assemble a team and hire a guide. As your guide, Doxim provides your organization with a unique Health Check & …

Building an ECM Strategy is like climbing a mountain. First, you select a destination, assemble a team and hire a guide. As your guide, Doxim provides your organization with a unique Health Check & ECM Strategy Consulting program, delivered in three easy stages to help your organization successfully reach its document management objectives.

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  • This involves you completing a comprehensive questionnaire about your document management environment. It provides us with the insight and understanding we need to scope the second phase of the Health Check – A one to three day onsite workshop, where we collaborate with key staff members to further understand your document management imperative and barriers to progress – Creation and delivery of a detailed report that documents all our findings and presents recommended solutions for process improvements and cost savings in the form of a detailed document management roadmap
  • This involves you completing a comprehensive questionnaire about your document management environment. It provides us with the insight and understanding we need to scope the second phase of the Health Check – A one to three day onsite workshop, where we collaborate with key staff members to further understand your document management imperative and barriers to progress – Creation and delivery of a detailed report that documents all our findings and presents recommended solutions for process improvements and cost savings in the form of a detailed document management roadmap
  • This involves you completing a comprehensive questionnaire about your document management environment. It provides us with the insight and understanding we need to scope the second phase of the Health Check – A one to three day onsite workshop, where we collaborate with key staff members to further understand your document management imperative and barriers to progress – Creation and delivery of a detailed report that documents all our findings and presents recommended solutions for process improvements and cost savings in the form of a detailed document management roadmap
  • This involves you completing a comprehensive questionnaire about your document management environment. It provides us with the insight and understanding we need to scope the second phase of the Health Check – A one to three day onsite workshop, where we collaborate with key staff members to further understand your document management imperative and barriers to progress – Creation and delivery of a detailed report that documents all our findings and presents recommended solutions for process improvements and cost savings in the form of a detailed document management roadmap
  • It can help you understand where you are over-investing or under-investing in one dimension or another (e.g., overspending on technology and under-investing in content analysis), so you can re-balance your portfolio of capabilities. The model can also facilitate developing a common vocabulary and shared vision among ECM project stakeholders
  • It helps measure your ECM maturity by exploring 13 dimensions across 3 categories – so much more clarity on defining where you are today. These dimensions should apply across any enterprise regardless of industry, size, technology and business objectives Human Business Expertise - Employee and executive education and understanding of core ECM precepts IT Expertise - Ability to properly take advantage of incumbent and new systems Process – Extent to which enterprise has analyzed its content-oriented business processes Alignment – Extent of effective Business – IT collaboration, understanding, and synchronization Information Content/Metadata – Extent to which enterprise has analyzed its content and metadata Depth - Completeness of content lifecycle management Governance - Extent of policies and procedures addressing information management Re-use - Extent realization of content re-use opportunities Findability - Ability to find the right content at the right time Systems Scope – Relevant range of ECM functional capabilities (DM, BPM, DAM, etc.) adopted Breadth – Evolution from departmental to enterprise-wide management systems, where necessary Security – Extent to which actual content access reflects enterprise entitlements Usability -- Application fitness to purpose
  • More detail needed
  • Establish Your ECM Maturity Guide you through Discovering your ECM Maturity for all 13 dimensions Identify the Key Activities that will get you to the next level Assist with Needs Assessment Thoroughly explore your existing paper-based/document intensive processes and then recommend solutions for process improvements and cost savings Assist with the inventory, classification, and taxonomy of your documents Study current business processes to uncover potential areas of benefit Understand all areas of challenge Provide guidance for formal strategy Clearly identify the next logical steps in order to progress through your strategy Define a framework for developing the plans
  • Allows you to: Analyze, find priorities, develop a plan, etc. This will help you lay the blueprint for successful integration
  • Transcript

    • 1. How Doxim Can Help with Your Document Strategy
    • 2. What is Document Management?
      • Document Management (DM) is the strategies, methods and tools used to capture, manage, store, preserve, and deliver documents related to organizational processes. It is the process of handling documents in such a way that information can be created, shared, organized and stored efficiently and securely.
    • 3. Developing an ECM Strategy
      • Important to get it right the first time
      • Security/permissions/rules of access can be complex
      • Document strategies need to align with business processes
      • Requires organizational change, not just IT
    • 4. Where Do I Start? Building an ECM Strategy is like climbing a mountain.
    • 5. Where Do I Start?
      • How do you climb a mountain?
        • You select a destination
        • You assemble a team
        • You start gathering necessary tools
        • You plan your route
        • You hire a Sherpa
        • Together you nail down the plan
        • Execute the plan
        • The exact same 7 steps apply to defining and rolling out your ECM strategy
    • 6. Before You Start….
      • … there’s 1 more thing you must know!
      In order to plan a route to your destination, you MUST know where you are now!
    • 7. Ask Yourself
      • Where are you and where do you want to go?
      • Where to plant the first step?
      • What are the potential dead ends?
    • 8. But this is ECM not Geography!
      • You can’t just point to a map to find your ECM Starting Point!
      • Your GPS won’t help you!
      • Time to hire a Sherpa to help you get from where you are to where you want to be!
    • 9. Doxim Is Your ECM Sherpa!
      • It’s your destination
      • It’s your team
      • Doxim has tools that will help:
        • Identify where you are today
        • Bring insight into the routes others have taken & learn from their successes and failures
      • Together we can nail down the best route for you
      • We’ll stick with you to help you reach your destination
    • 10. Doxim HealthCheck & ECM Strategy Consulting
      • A program to help define where you are now, how to get to your objective
      • Delivered in three easy stages:
      Pre-workshop Exploration Onsite Workshop Report & Roadmap
    • 11. Doxim HealthCheck & ECM Strategy Consulting
      • You complete a comprehensive questionnaire about your document management environment. It provides us with the insight and understanding we need to scope the second phase of the Health Check
      Pre-workshop Exploration
    • 12. Doxim HealthCheck & ECM Strategy Consulting
      • A one to three day onsite workshop, where we collaborate with key staff members to further understand your document management imperative and barriers to progress
      Onsite Workshop
    • 13. Doxim HealthCheck & ECM Strategy Consulting
      • Creation and delivery of a detailed report that documents all our findings and presents recommended solutions for process improvements and cost savings in the form of a detailed document management roadmap
      Report & Roadmap
    • 14. Using ECM Maturity Models
      • Help outline graded levels of capabilities
      • Help audit, assess and define your current state
      • Enable effective development of your ECM strategy roadmap
      • Help develop common vocabulary and shared vision for your ECM projects
    • 15.
      • Defines multiple levels of maturity for any organization
      • Identified that improvement in DM is a multi-year journey
      • Highlights that DM is becoming a required IT focus
      • States that DM maturity is about achieving the right level for you
      Maturity Model for DM/ECM - Key Findings:
    • 16.  
    • 17. A Better Way Forward
      • The Gartner ECM model is useful but:
        • The dimensions should apply across any enterprise regardless of industry, size, technology and business objectives
        • A greater level of detail is needed to further quantify where an organization is at, across a greater number of dimensions
    • 18. Deeper Dive Into ECM Maturity
      • The ECM3 Maturity Model: not only describes the Maturity Model, but helps you assess your maturity level in multiple areas
      • Clarifies key characteristics of each Maturity Stage
      • Outlines the key activities to attain the next level of maturity for each area
      * ECM3 is a collective work by Wipro, The Real Story Group (formerly CMS Watch), Smigiel Consulting Group, and Hartman Communicatie
    • 19. ECM3 - 13 ECM Dimensions
    • 20.
      • Overview of the ECM Maturity Levels
    • 21. Overview Of The 13 ECM3 Dimensions With Maturity Levels
    • 22. Allows You To Pinpoint Your Organization’s Unique ECM Start Point
    • 23. How Does This Help?
      • Establish your ECM Maturity
        • Where are you now (its OK to be at different levels on different dimensions in different areas
        • Map out your destination
      • Assist with Needs Assessment
        • Inventory & classification of all documents
        • Uncover major gaps
      • Provide guidance for formal strategy
        • Define next logical steps
        • Provide a framework for your strategy
    • 24. Doxim’s “5 Steps to Ensure Successful Deployment of DM”
    • 25. 5 Easy Steps for ECM Deployment
      • We’ve taken the essence of ECM3 Maturity Model and simplified it into an easy to follow process
      • Use the following steps to ensure your implementation goes smoothly
    • 26. 5 Easy Steps for ECM Deployment
      • 1) Business Assessment
      • 2) Identify and Prioritize
      • 3) Take a Phased Approach
      • 4) Benefit Realization
      • 5) Leverage Your Investments
    • 27. 5 Easy Steps for ECM Deployment
      • 1) Business Assessment
        • Identify primary drivers for your DM adoption
          • cost reduction
          • enhanced customer service
          • ensuring business continuity
          • regulatory compliance
        • Inventory your documents and see how they apply to these key areas and set strategic DM goals
    • 28. For Each Document Type, Consider:
      • Metadata/Indexing
      • Imaging/Capture
      • Security
      • Collaboration
      • Versioning
      • Searching
      • Auditing
      • Backup/Disaster Recovery/Business Continuity
    • 29. 5 Easy Steps for ECM Deployment
      • 2) Identify and Prioritize
        • Seek input from staff in all departments
        • Network with peers and industry experts
        • Identify business processes that can benefit from DM
        • Set priorities and timelines for each goal
    • 30. 5 Easy Steps for ECM Deployment
      • 3) Take a Phased Approach
        • Find quick wins to help prove the benefits of DM
        • Help justify the continued investment & support
      • 4) Benefit Realization
        • At the end of each phase, measure the benefits realized
        • Measure both return on the value of the investment and value- add on the investment
    • 31. 5 Easy Steps for ECM Deployment
      • 5) Leverage your investments
        • The heavy lifting of your DM deployment comes with the initial project/goal; look for the catalyst project
        • New initiatives require small incremental changes and/or costs
        • Avoid deploying multiple document storage archives
        • Constantly evaluate the next content-centric project
    • 32. Together, we can conquer your mountain of paper!
      • To Summarize:
      • Develop an ECM Strategy
      • Know your destination and your current state
      • Set a course
      • Consider the 5 Steps to Successful ECM Deployment
      • Let Doxim be your guide
    • 33. For more information, contact us today. (P): 1.866.475.9876 (E): [email_address] (W): www.doxim.com (B): www.doxim.com/blog Twitter: @doxim_inc

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