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Defining A Strategy for
          Enterprise Content
          Management (ECM)




  Access &                            Security &
Collaboration                        Compliance


                    ECM
                 Carl Frappaolo
    Principal, Information Architected, Inc.
Defining A Strategy for
               Enterprise Content
               Management (ECM)

      DEFINING ECM
Create/                                  Archival &
          Store    Control     Access
Capture                                  Destruction



 The leveraging of methods, processes and tools to
 manage electronic business content throughout its
  lifecycle, in order to minimize associated risk and
                increase associated value.
Defining A Strategy for
            Enterprise Content
            Management (ECM)

Control                                             Collaborate &
& Secure                                                 Innovate
           Information Architecture / Sourcing Strategy

BPM/                Portal/Web                       Visualization
                                          Search
Workflow
                                    Taxonomy
Authentication       IRM/ERM                         Collaboration
                                    Facets

                   Contextual        Content         Social Network
ID Extraction
                   Filtering         Analytics       Analysis

Records             DAM              Document        Content
Management                                           Management
                                     Management
                      Meta Data Management
E-mail IM        MultiMedia      Shared       Web/html    Data/tags
                                 Drives
Defining A Strategy for
    Enterprise Content
    Management (ECM)
The Overall Game Plan




                   4

             Source: http://mike2.openmethodology.org
Presented by:
                    Defining A Strategy for                                                                                                                                                                                     In association with:

                     Enterprise Content
                     Management (ECM)
       Defining                                                          Leveraging the Team
                      Sponsor/
                                                                                                                                    Users                                                                                                          IT
                    Stakeholders

          Study
                                                         Name                                                                                          Name                                                                                        Name
                                                         Title                                                                                         Title                                                                                       Title




                    Name               Name                                 Name              Name               Name               Name                                 Name              Name              Name               Name                                  Name               Name
                    Title              Title                                Title             Title              Title              Title                                Title             Title             Title              Title                                 Title              Title




                                                                 Name                                                                                          Name                                                                                        Name




           Pilot
                                                                 Title                                                                                         Title                                                                                       Title




                            Name               Name                                 Name              Name               Name               Name                                 Name              Name              Name               Name                                  Name               Name
                            Title              Title                                Title             Title              Title              Title                                Title             Title             Title              Title                                 Title              Title




       Enterprise
                                                                    Name                                                                                         Name                                                                                         Name
                                                                    Title                                                                                        Title                                                                                        Title




                               Name              Name                                 Name               Name               Name               Name                                Name              Name               Name               Name                                  Name               Name
                               Title             Title                                Title              Title              Title              Title                               Title             Title              Title              Title                                 Title              Title
Defining A Strategy for
          Enterprise Content
          Management (ECM)


Critical Success Factors (CSFs)
• Very Specific Business Drivers or
  Objectives for the Project
• Defined by Key Performance
  Indicators
Defining A Strategy for
         Enterprise Content
        Management (ECM)
Techniques for Business Development

  Process            Content Audits
  Mapping

                          Surveys
      Interviews
Defining A Strategy for
 Enterprise Content
 Management (ECM)

Gap Analysis
   Outcomes/CSFs




                       Future
     ECM (et. al.)

         Gap

   Outcomes/CSFs




                        Current
 Processes and Tools
Defining A Strategy for
              Enterprise Content
              Management (ECM)
           Prioritise Requirements
MoSCOW
Mo – Must have
S - Should have
CO – COuld have
W - Would have, if…
Defining A Strategy for
            Enterprise Content
            Management (ECM)

Control                                             Collaborate &
& Secure                                                 Innovate
           Information Architecture / Sourcing Strategy

BPM/                Portal/Web                       Visualization
                                          Search
Workflow
                                    Taxonomy
Authentication       IRM/ERM                         Collaboration
                                    Facets

                   Contextual        Content         Social Network
ID Extraction
                   Filtering         Analytics       Analysis

Records             DAM              Document        Content
Management                                           Management
                                     Management
                      Meta Data Management
E-mail IM        MultiMedia      Shared       Web/html    Data/tags
                                 Drives
Defining A Strategy for
                           Enterprise Content
                           Management (ECM)

Conceptual
and Logical
Information
Architecture



   Source: Information Architected, Inc.
Presented by:
                Defining A Strategy for       In association with:

                 Enterprise Content
                 Management (ECM)
    Phasing

      usiness      Tech Component   Application
Presented by:
                                 Defining A Strategy for               In association with:

                                  Enterprise Content
                                  Management (ECM)
                I
                                  Off site                 In   ouse
                                  Spinoff
                    Competency




                                  Outsource            Reengineer


                    LO                       Criticality                       I
Presented by:
                      Defining A Strategy for                 In association with:

                       Enterprise Content
                       Management (ECM)
          Recalling the IAI SharePoint
                  Market Study
      SharePoint mostly used today for file sharing    simple
      collaboration
      9 cited support for more complex applications as major issue
        in enterprise deployment
          Applications re uiring workflow, PM
          Security, particularly for crossing the firewall
          Scalability
          Integration
Presented by:
                Defining A Strategy for          In association with:

                 Enterprise Content
                 Management (ECM)

  Information Architected, Inc.
  www.informationarchitected.com
    IAI




                          Carl Frappaolo
                          cf informationarchitected.com
                            carlfrappaolo
                            17 9   2 84

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ECM Strategy Development

  • 1. Defining A Strategy for Enterprise Content Management (ECM) Access & Security & Collaboration Compliance ECM Carl Frappaolo Principal, Information Architected, Inc.
  • 2. Defining A Strategy for Enterprise Content Management (ECM) DEFINING ECM Create/ Archival & Store Control Access Capture Destruction The leveraging of methods, processes and tools to manage electronic business content throughout its lifecycle, in order to minimize associated risk and increase associated value.
  • 3. Defining A Strategy for Enterprise Content Management (ECM) Control Collaborate & & Secure Innovate Information Architecture / Sourcing Strategy BPM/ Portal/Web Visualization Search Workflow Taxonomy Authentication IRM/ERM Collaboration Facets Contextual Content Social Network ID Extraction Filtering Analytics Analysis Records DAM Document Content Management Management Management Meta Data Management E-mail IM MultiMedia Shared Web/html Data/tags Drives
  • 4. Defining A Strategy for Enterprise Content Management (ECM) The Overall Game Plan 4
 Source: http://mike2.openmethodology.org
  • 5. Presented by: Defining A Strategy for In association with: Enterprise Content Management (ECM) Defining Leveraging the Team Sponsor/ Users IT Stakeholders Study Name Name Name Title Title Title Name Name Name Name Name Name Name Name Name Name Name Name Title Title Title Title Title Title Title Title Title Title Title Title Name Name Name Pilot Title Title Title Name Name Name Name Name Name Name Name Name Name Name Name Title Title Title Title Title Title Title Title Title Title Title Title Enterprise Name Name Name Title Title Title Name Name Name Name Name Name Name Name Name Name Name Name Title Title Title Title Title Title Title Title Title Title Title Title
  • 6. Defining A Strategy for Enterprise Content Management (ECM) Critical Success Factors (CSFs) • Very Specific Business Drivers or Objectives for the Project • Defined by Key Performance Indicators
  • 7. Defining A Strategy for Enterprise Content Management (ECM) Techniques for Business Development Process Content Audits Mapping Surveys Interviews
  • 8. Defining A Strategy for Enterprise Content Management (ECM) Gap Analysis Outcomes/CSFs Future ECM (et. al.) Gap Outcomes/CSFs Current Processes and Tools
  • 9. Defining A Strategy for Enterprise Content Management (ECM) Prioritise Requirements MoSCOW Mo – Must have S - Should have CO – COuld have W - Would have, if…
  • 10. Defining A Strategy for Enterprise Content Management (ECM) Control Collaborate & & Secure Innovate Information Architecture / Sourcing Strategy BPM/ Portal/Web Visualization Search Workflow Taxonomy Authentication IRM/ERM Collaboration Facets Contextual Content Social Network ID Extraction Filtering Analytics Analysis Records DAM Document Content Management Management Management Meta Data Management E-mail IM MultiMedia Shared Web/html Data/tags Drives
  • 11. Defining A Strategy for Enterprise Content Management (ECM) Conceptual and Logical Information Architecture Source: Information Architected, Inc.
  • 12. Presented by: Defining A Strategy for In association with: Enterprise Content Management (ECM) Phasing usiness Tech Component Application
  • 13. Presented by: Defining A Strategy for In association with: Enterprise Content Management (ECM) I Off site In ouse Spinoff Competency Outsource Reengineer LO Criticality I
  • 14. Presented by: Defining A Strategy for In association with: Enterprise Content Management (ECM) Recalling the IAI SharePoint Market Study  SharePoint mostly used today for file sharing simple collaboration  9 cited support for more complex applications as major issue in enterprise deployment  Applications re uiring workflow, PM  Security, particularly for crossing the firewall  Scalability  Integration
  • 15. Presented by: Defining A Strategy for In association with: Enterprise Content Management (ECM)  Information Architected, Inc.  www.informationarchitected.com  IAI  Carl Frappaolo  cf informationarchitected.com  carlfrappaolo  17 9 2 84