Presented by Jeff Potts at Documentation and Training Life Sciences, June 23-26, 2008 in Indianapolis. Every organization struggles with how to store, tag, and search for their documents. In a hospital corporation, the need is particularly critical. Hospital staff need to be able to quickly find the latest policies and procedures. Auditors need to be able to track who made what changes and when. Lawyers want to know which protocols were in place on a particular date. In this session you’ll learn a practical approach to putting a document management system in place that can help address these needs and reduce your exposure to legal, regulatory, and even human health risks. Based on lessons learned during a real-world project, the session shows that getting your documents under control doesn’t have to be a multi-year, multi-million dollar effort. The slide deck outlines how a hospital corporation in New England used a “start small and grow” approach to piloting and rolling out a document management solution across the corporation.

1. Practical Document Management Jeff Potts Practice Director, ECM

5. Document Management & Open Source

7. ...Files are often scattered across file shares, email, and individual workstations

8. Enterprise Content Management (ECM)‏ Tries to Solve this Problem Digital Asset Management Document Management Records Management Web Content Management Content Repository

12. Innovation waves - ECM and related Technologies Archiving Document Management Knowledge Mgmt Portal Smart Enterprise Suites Workflow / BPM Open Standards Open Source Innovation 1990 2010 Industry consolidation

15. Open Source Document Management Players 0 1 2 3 4 5 0 1 2 3 4 5 Application capabilities (Large) enterprise readiness Alfresco sTeam Contineo Plone Nuxeo KnowledgeTree Owl Community Legend

17. The Practical Approach to Document Management

21. Case Studies (2 healthcare, 2 other)‏

28. Screen Shots

35. Lessons Learned

39. We Design, Assemble & Support Next Generation Internet Solutions for the Agile Enterprise What we do : We provide custom solutions for our clients to meet the next generation of customer expectations. How we do it : We design compelling Web 2.0 user experiences, and assemble loosely-coupled software components (services, open source) into supported composite applications. Founded: 2004 Capitalization: $20 million Size: 200+ employees Offices: Boston, Austin, Bucharest, Geneva, London, Munich, San Francisco, Zurich Our Performance: Over 75 unique clients Client References: 100% Projects On-time/On-budget: 98% Revenue: 0 to $21MM in 3 years