Key Success Factors for MOSS 2007 as ECM at Telecom - V07 - Rayner, Miles & Burnett

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Telecom New Zealand is currently rolling out MOSS 2007 as an ECM. This presentation covers the keys to the success of the project, the:
· Governance Framework
· Vision
· Design Principles
· Information Architecture
· Roll Out Process
Focus on maximising the business value of MOSS 2007

Presented by Helen Rayner, Ruth Miles and Nadine Burnett

Published in: Technology, Business
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Key Success Factors for MOSS 2007 as ECM at Telecom - V07 - Rayner, Miles & Burnett

  1. 1. Key success factors for implementing MOSS 2007 as a large scale ECM Telecom’s solution
  2. 2. Large scale? Infrastructure & platforms Retail Gen-i Chorus sales products Executive Team Telecom Board of Directors CEO support AAPT infrastructure Wholesale Corporate Centre Technology & Shared Services
  3. 3. Enterprise Content Management? Identity & Access personalisation access control role team Content web docs collab search workflow Presentation records Application
  4. 4. Our ECM (Exchange 2.0) so far….. Information Management Wholesale Chorus
  5. 5. Key 1: Why now? Vignette Database Identity & Access Content Storage Application Presentation SharePoint Database Shared Drives Email Database Vignette Access Mgmt Web content mgmt Document Management Active Directory Document Management Cumbersome Security Collaboration & Workflow Active Directory Microsoft Search Explorer Search Outlook Search V6 SP2003 file shares email Vignette Search
  6. 6. Key 2: Our starting point <ul><li>Exchange 1.0 </li></ul>Docs Online IRIS
  7. 7. Key 3: Governance framework - Platform Information Resources Vision, Information Architecture, Standards Internal Communications Branding Business Unit Managers Content Application Development Maintenance & Support Software support & system admin GM Technology Operations Infrastructure Chief Information Officer Total environment Accountability Element
  8. 8. Key 3: Governance Framework - Content Content mgmt resource & compliance Business Owners Set of sites, IA & access Business Activity Administrators Single site IA & access Site Administrators Content Everyone Information architecture (IA) standards Information Resources Responsibility Role
  9. 9. Key 4: The Vision – One company working together Imagine if <ul><ul><li>When you sign on in the morning your personal home page presents you with all the tools you need to do your job today. </li></ul></ul><ul><ul><li>You can always find the information you need quickly, no matter where it is stored </li></ul></ul><ul><ul><li>The information you need is up to date </li></ul></ul><ul><ul><li>You can always access the documents you need without having to send or receive bulky attachments </li></ul></ul><ul><ul><li>You can easily identify who is responsible for the information and how to find them </li></ul></ul><ul><ul><li>You know if the work has been done before </li></ul></ul><ul><ul><li>It is easy to work collaboratively with your colleagues no matter where they are located </li></ul></ul><ul><ul><li>You can create, find, and share information without even thinking about it </li></ul></ul><ul><ul><li>All you need to focus on is the task at hand! </li></ul></ul>
  10. 10. Key 5: Current problems Design principles <ul><ul><ul><li>Findability </li></ul></ul></ul><ul><ul><ul><li>Duplication </li></ul></ul></ul><ul><ul><ul><li>Compliance </li></ul></ul></ul><ul><ul><ul><li>Trust </li></ul></ul></ul><ul><ul><ul><li>Collaboration </li></ul></ul></ul><ul><ul><ul><li>Security </li></ul></ul></ul><ul><ul><ul><li>Complexity </li></ul></ul></ul><ul><ul><ul><li>Organisational understanding </li></ul></ul></ul><ul><ul><ul><li>Robustness </li></ul></ul></ul><ul><ul><ul><li>Time </li></ul></ul></ul>
  11. 11. Key 5: Design Principles <ul><li>Information will be organised by business activity </li></ul><ul><li>Personalisation will be used to provide easy access to relevant content </li></ul><ul><li>Embedded dynamic security will manage employees access to information </li></ul><ul><li>Our intranet, documents, records and collaboration will be integrated </li></ul><ul><li>It will be easy to manage information </li></ul><ul><li>Collaboration tools will be fit for purpose </li></ul><ul><li>Information will exist once but may be viewed in many places </li></ul><ul><li>There will be one search across the ECM </li></ul><ul><li>The ECM will be a fully supported business tool, like the phone and email are today </li></ul>
  12. 12. Key 6: Information Architecture <ul><li>Taxonomy – Meta data schema – Design concept </li></ul>
  13. 13. Key 7: Roll out process & team
  14. 14. Key Success Factors <ul><li>A good answer to the question ‘Why now?’ </li></ul><ul><li>Taking the next logical step from your starting point </li></ul><ul><li>Appropriate governance of the platform and content </li></ul><ul><li>A clear Vision, aligned with company strategy </li></ul><ul><li>Design principles which will achieve the Vision </li></ul><ul><li>Established core information architecture </li></ul><ul><li>Defined roll out process </li></ul><ul><li>Put these things in place before you begin! </li></ul>
  15. 15. We focused on maximising the business value of MOSS 2007 Some examples of what our success factors enabled us to achieve
  16. 16. Our governance model in action
  17. 17. Our governance model in action
  18. 18. SharePoint Security made easy <ul><ul><li>Design Principles </li></ul></ul><ul><ul><ul><li>Embedded dynamic security will manage employees’ access to information </li></ul></ul></ul><ul><ul><ul><li>It will be easy to manage information </li></ul></ul></ul><ul><ul><li>Telecom’s security classification system drives security </li></ul></ul><ul><ul><li>If you store your content in the correct site – you’ll automatically be compliant </li></ul></ul>
  19. 19. SharePoint Security made easy
  20. 20. My Site – new Internal Directory
  21. 21. My Site – new Internal Directory
  22. 22. Clever libraries
  23. 23. Clever lists
  24. 24. From design principles to info architecture design <ul><li>Information will be organised by business activity </li></ul><ul><li>Personalisation will be used to provide easy access to relevant content </li></ul><ul><li>Embedded dynamic security will manage employees access to information </li></ul><ul><li>Our intranet, documents, records and collaboration will be integrated </li></ul><ul><li>It will be easy to manage information </li></ul><ul><li>Collaboration tools will be fit for purpose </li></ul><ul><li>Information will exist once but may be viewed in many places </li></ul><ul><li>There will be one search across the ECM </li></ul><ul><li>The ECM will be a fully supported business tool, like the phone and email are today </li></ul>
  25. 25. Telecom Business Activity Taxonomy
  26. 26. High level design for Chorus
  27. 27. Chorus detailed design– “Network Site Sites”
  28. 28. Example of a “Network Site” site
  29. 29. Standard Site template Choice Telecom Status Single line of text Telecom Document Site Choice System Status Telecom ECM Security Classification Security Classification Choice Security Caveat Single line of text Record Type Choice Financial Year Date and Time Delete Date Person or Group Content Owner Person or Group Business Owner Person or Group Business Group Single line of text Business Activity Number Archive Period Date and Time Archive Date Number Active Period Type Telecom ECM Columns
  30. 30. Example of “Network Site” site 1 2 3 4
  31. 31. Finding “Network Site” sites
  32. 32. Example of Telecom Wholesale Customer site
  33. 33. Example of Telecom Wholesale Customer site
  34. 34. Integrated navigation between the collaboration sites and the intranet site
  35. 35. Complex underbelly of technology delivery…
  36. 36. Intranet navigation wireframe for technology delivery
  37. 37. Gateway page for technology delivery
  38. 38. Gateway page for technology delivery Telecom’s technology strategy, plans & policies Telecom’s technology delivery processes Current Telecom programmes & projects Support & resources Communities of Practice Related teams
  39. 39. Search for programme and project sites
  40. 40. Questions? <ul><li>Helen Rayner – Information Manager – Policy & Strategy; Telecom </li></ul><ul><li>Ruth Miles – Information Manager – Intranet Roadmap; Telecom </li></ul><ul><li>Nadine Burnett – Information Architecture consultant; Sysdoc Ltd </li></ul>

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