AIIM ECM Seminars Keynote

Gaining Control over Content Chaos AIIM Minneapolis Road show October 22 nd , 2009 Seth Earley President, Earley & Associates, Inc [email_address] 781-820-8080 www.earley.com

What is this? What are they doing? Creating Problem Solving Collaborating

And these people? Finding Retrieving Searching

Finding Retrieving Searching Creating Problem Solving Collaborating Problem solving Collaboration Accessing information Answering questions Knowledge Creation Knowledge Reuse Working

ENTERPRISE CONTENT MANAGEMENT Spans Structured and Unstructured Processes Finding Retrieving Searching Creating Problem Solving Collaborating Working Problem solving Collaboration Accessing information Answering questions Knowledge Creation Knowledge Reuse

LESS STRUCTURE MORE STRUCTURE Chaotic Processes Controlled Processes Problem solving Collaboration Accessing information Answering questions Knowledge Creation Knowledge Reuse ENTERPRISE CONTENT MANAGEMENT Spans Structured and Unstructured Processes Blogs Records Management Document Management Process Management Wikis Collaborative Spaces Instant Messaging Email Management Web Content Management Learning Management Digital Asset Management CLASS of TOOL

Unfiltered Reviewed/Vetted/Approved Lower Value Higher Value Lower Cost Higher Cost RELATIVE VALUE OF CONTENT Not all content is of equal value (More difficult to access) (Easier to access) Formal Tagging/Organizing Processes Message text External News Example deliverables Discussion postings Interim deliverables Content Repositories Success Stories Benchmarks Approved Methods Best Practices Social tagging (“folksonomy”) Structured tagging (taxonomy) TYPE OF CONTENT

Five Steps to Organizing Chaotic Content

Understand content lifecycles and value

Use records management processes to justify

Define clear ownership and governance

All content needs an owner

Build skills in taxonomy development and information architecture

You cannot search your way out of this

Build a business case to improve content processes

Focus on a process that needs improvement and enroll financial management in baseline development and business case

Apply and leverage metadata as appropriate (see content lifecycle

Higher value content requires more work

Information on content management strategy

Free webinars

White papers and research

Contact: Seth Earley President, Earley & Associates, Inc [email_address] 781-820-8080 www.earley.com Register at www.earley.com and download:

Topics include:

Content analysis

Taxonomy and metadata

Search and search integration

Content lifecycles

Earley & Associates is now offering the AIIM Information Organization and Access course.

Increase customer satisfaction Expand offerings Develop new markets Customer Support Customer acquisition Underwriting Applications Claims Processing Sales and Marketing Alignment, linkage, measurement Product Development Grow top line revenue Content supports processes Working here (tools, technology, IA, search, etc) Measuring here (micro level - effects) Measuring here (macro level - outcomes) CEO- “Show me how this project will increase our revenue” Copyright © 2009 Earley & Associates Inc. All Rights Reserved. Organizational Strategy Business Unit Objectives Business Processes Processes enable objectives L I N K A G E Content Sources Objectives align with strategy

Core Capabilities

Document/Content/Management:

Strategy and requirements planning

Taxonomy, Metadata, Object modeling

Audit and analysis

Migration

Tagging and indexing

Lifecycle and workflow planning

Technology selection, RFP development

Governance

Taxonomy & Metadata:

Taxonomy strategy

Taxonomy development (for e-commerce, faceted search, ECM, DAM, enterprise taxonomy, thesauri)

Taxonomy evaluation and testing

Taxonomy implementation

Taxonomy governance and training

Taxonomy tool selection

Metadata standards development

Metadata schema design

Metadata governance

Digital Asset Management:

DAM strategy

DAM taxonomy

DAM technology evaluation

Asset lifecycle management

Marketing resource management (MRM)

Information Architecture/Usability:

Usability studies (site, navigation, taxonomy)

Wireframes and IA design

Search:

Search audit and user testing

Search strategy and ROI analysis

Taxonomy for faceted search and search optimization

Search deployment

Search and business intelligence

Search tuning and SEO

Search technology evaluation/tool selection

Focus: Information Architecture Services

Founded: 1994

Personnel: Twenty-five core team consultants, plus a network of other top industry experts

taxonomy specialists

search experts

information architects

usability professionals

process consultants

7 MLIS and 4 Ph.D.s

Headquarters: Boston, MA

Earley & Associates Inc. At a Glance

Consulting Philosophy:

Solutions based on business context and goals

Four Pillars - People , Content , Process , and Technology

Co-author of Practical Knowledge Management from IBM Press

14 years experience building content and knowledge management systems, 20+ years experience in technology

Chair, Academy of Motion Picture Arts and Sciences, Science and Technology Council Metadata Project Committee

Founder of the Boston Knowledge Management Forum

Former adjunct professor at Northeastern University

Currently working with enterprises to develop knowledge and digital asset management systems, taxonomy and metadata governance strategies

Founder of Taxonomy Community of Practice – host monthly conference calls of case studies on taxonomy derivation and application. http://finance.groups.yahoo.com/group/TaxoCoP