A Maven's Guide To ECM Best Practices
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A Maven's Guide To ECM Best Practices



Presentation given by Billy Cripe, VP Marketing of Fishbowl Solutions at Collaborate 2011 in Orlando.

Presentation given by Billy Cripe, VP Marketing of Fishbowl Solutions at Collaborate 2011 in Orlando.



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  • This was a presentation I gave in April 2011 at the Collaborate Conference as part of the Fishbowl Solutions team. Check out our 9 other presentations too!
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  • This is a presentation Billy Cripe gave at Collaborate 2011 as the Vice President of Marketing for Fishbowl Solutions, an Oracle Gold Partner Specialized in ECM and WebCenterhttp://www.flickr.com/photos/us_army_rolling_along/4219829833/sizes/o/in/photostream/Flickr: Nevada Tumbleweed attribution
  • Flicker User: by genncf , creative commons attributionhttp://www.flickr.com/photos/97295308@N00/2005257550/sizes/z/in/photostream/
  • Flicker User: , creative commons attributionby Pink Sherbet Photographyhttp://www.flickr.com/photos/pinksherbet/305742748/sizes/l/in/set-72157610551917961/
  • Flicker User: by nicholasjon creative commons attributionhttp://www.flickr.com/photos/nicholasjon/4643209093/sizes/l/in/photostream/
  • Flicker User: , creative commons attributionby Pink Sherbet Photographyhttp://www.flickr.com/photos/pinksherbet/3020250442/sizes/l/in/set-72157610551917961/
  • Flicker User:by D'Arcy Norman creative commons attribution,http://www.flickr.com/photos/dnorman/3590132503/sizes/l/in/photostream/
  • Deviant Art~PSYCHOFREAK24Some rights reserved. This work is licensed under a Creative Commons Attribution-Noncommercial-No Derivative Works 3.0 License.http://psychofreak24.deviantart.com/art/Most-Realistic-CTU-Desktop-45842044?moodonly=24
  • Flicker User: by AndYaDontStop , creative commons attributionhttp://www.flickr.com/photos/thenovys/3807899178/sizes/l/in/photostream/
  • What Oracle Says Its ECM SYSTEM is for.Taken from Oracle ECM home pages on oracle.com, opn and related sub pages.
  • Flicker User: everywhereisimagined creative commons attributionhttp://www.flickr.com/photos/everywhereisimagined/4806038198/sizes/l/in/photostream/
  • Flicker User: everywhereisimagined creative commons attributionhttp://www.flickr.com/photos/everywhereisimagined/5026565775/sizes/l/in/photostream/
  • Flicker User: everywhereisimagined creative commons attributionhttp://www.flickr.com/photos/everywhereisimagined/4886259258/sizes/l/in/photostream/
  • Flicker User: everywhereisimagined creative commons attributionhttp://www.flickr.com/photos/everywhereisimagined/4880487860/sizes/l/in/photostream/
  • Flicker User: by nicholasjon creative commons attributionhttp://www.flickr.com/photos/nicholasjon/4643200251/sizes/l/in/photostream/
  • Flickr User: by Dave Haygarth Creative commons, Attributionhttp://www.flickr.com/photos/minnellium/4632544391/sizes/l/in/photostream/
  • Flickr User: by David Blackwell. Creative commons, Attributionhttp://www.flickr.com/photos/mobilestreetlife/2682157559/sizes/l/in/photostream/
  • Flicker User: by Pink Sherbet Photographycreative commons attributionhttp://www.flickr.com/photos/pinksherbet/3561662932/sizes/l/in/set-72157610551917961/
  • Flicker User: by courtneyBolton creative commons attributionhttp://www.flickr.com/photos/courtneybolton/4472374860/sizes/o/in/photostream/
  • Flicker User: everywhereisimagined creative commons attributionhttp://www.flickr.com/photos/everywhereisimagined/5565558941/sizes/l/in/photostream/
  • Flicker User: frontiersofinteraction creative commons attributionhttp://www.flickr.com/photos/frontiersofinteraction/5592795172/sizes/l/in/set-72157626310770775/
  • Flickr User: by dbking Creative commons, Attributionhttp://www.flickr.com/photos/bootbearwdc/117945454/sizes/o/in/photostream/
  • Flicker User: by divemasterking2000 , creative commons attributionhttp://www.flickr.com/photos/divemasterking2000/3544589510/sizes/l/in/photostream/
  • http://img.izismile.com/img/img3/20100618/files/3/diving_board_epic_fail.jpg
  • http://ipadwallpapergallery.com/uploads/Brandon_Christopher_Warren_Ill_Give_You_All_I_Can.jpgSource: Brandon Christopher Warren License: Creative CommonsShare, remix, attribution, noncommercial
  • Budget - too small, not defined, we’ll deal with it laterIn-house Experts – they go with what they know, not necessarily with what is best. They Don’t Know what they Don’t Know.Directive Passed Down From On High – “Just Make It Happen!” “We need some of that content management stuff”Because it Can – “discussions? Cool” “profiles? Oh yeah.” “hundreds of metadata fields? Awesome!” “Failure? How could we have known!”Flicker User: , creative commons attributionby Pink Sherbet Photographyhttp://www.flickr.com/photos/pinksherbet/5008273559/sizes/l/in/set-72157610551917961
  • Understand your purpose FIRST.Then figure out what your ecm system (or the content therein) does better and different from all the other alternatives (like network file shares, email and competing ECM systems).Finally figure out what features and capabilities you are going to leverage to achieve your purpose.http://www.freshlimemarketing.com/wp-content/uploads/2010/06/Golden-Circle-Concept-Simon-Sinek.pnghttp://www.ted.com/talks/simon_sinek_how_great_leaders_inspire_action.html
  • Oh so coolIt’s “social” or “cloud” or “collaborative”http://img97.imageshack.us/img97/2134/thanksa.png via http://www.romhacking.net/forum/index.php?topic=12240.0
  • You must Know Your Audience(s).Sales People Are Lazy – Do their work for them – get them their content only one click awayCreatives are (wait for it…) Creative – give them swoopy design options at their finger tips and enable modification. Give up some control.Operations and Manager types want just the top line – don’t overwhelm with options and search fields and long lists of “this MIGHT be what you want” content results. Push the best information to them. Visualize it for them. Give them a way to act / react.ViaFailBlog Winshttp://wins.failblog.org/2011/03/31/epic-win-photos-hacked-irl-my-friends-dont-appreciate-the-truth/
  • Feature bloatDo it because it canAsking the question “can my ECM system do X” is not nearly as useful as asking “how can we achieve X with ECM ”Flicker User: everywhereisimagined creative commons attributionhttp://www.flickr.com/photos/everywhereisimagined/4688561335/sizes/l/in/photostream/
  • Purpose is embedded in every process. Processes - whether codified in SOA & BPEL & Workflows or whether simply executed in practice (I always walk my printed expense report over to Chuck’s desk and drop it in his “inbox” for approval) – always has an end-state in mind from the outset. That goal is a very good starting point for you when figuring out how to get success with your next ECM project.Flicker User: everywhereisimagined creative commons attributionhttp://www.flickr.com/photos/everywhereisimagined/4255788066/sizes/l/in/photostream/
  • Tactical success sacrificing strategic valueSuccess Breeds Scale. Plan for itProgram mindset avoids configuring into a cornerImage via SnortTees. T-Shirt available at SnorgTeeshttp://www.snorgtees.com/i-drink-your-milkshake
  • By : Koldunovhttp://www.photodom.com/photo/1444695
  • ECM is overbroad. It oftenincludes WCM, Records, Document Mgmt, DAM, IRM and scanning. Sooooo, what do you mean when you say “ECM”?Where is your help coming from. Records managers are great with records aspects of ECM but do you trust them with design and ownership of Public facing WCM sites? Overlap in feature/function is common but that doesn’t mean one solution fits allFlicker User: by nicholasjon creative commons attributionhttp://www.flickr.com/photos/nicholasjon/5485308243/sizes/l/in/photostream/
  • Mobile devices are hyper-ubiquitous. Not only does everyone have one, but everyone has one with them. Plan for it. Enable it. See the savings and adoption skyrocket.Flicker User: frontiersofinteraction creative commons attributionhttp://www.flickr.com/photos/frontiersofinteraction/5592800834/sizes/l/in/set-72157626310770775/
  • Flicker User: everywhereisimagined creative commons attributionhttp://www.flickr.com/photos/everywhereisimagined/5026565775/sizes/l/in/photostream/
  • Flicker User: by Sudhamshu creative commons attributionhttp://www.flickr.com/photos/sudhamshu/3202963823/sizes/l/in/photostream/
  • Flicker User: everywhereisimagined creative commons attributionhttp://www.flickr.com/photos/everywhereisimagined/5442383495/sizes/l/in/photostream/
  • Flicker User: , creative commons attributionby Pink Sherbet Photographyhttp://www.flickr.com/photos/pinksherbet/480008410/sizes/l/in/set-72157610551917961/
  • Flicker User: by Hryck. creative commons attributionhttp://www.flickr.com/photos/hryckowian/2602363529/sizes/l/in/photostream/
  • T-shirt available at SnorgTees.comhttp://www.snorgtees.com/bleh-broccoli

A Maven's Guide To ECM Best Practices A Maven's Guide To ECM Best Practices Presentation Transcript

  • LINK: www.slideshare.net/billycripe/presentations
  • Image Creditsexcept where noted all images via Flickr. Creative Commons: Attribution
    Slide 1: Nevada Tumbleweed
    Slide 2: genncf
    Slide 3, 5, 17, 25, 38: Pink Sherbet Photography
    Slide 4, 14, 33: nicholasjon
    Slide 6: D'Arcy Norman
    Slide 7: PSYCHOFREAK24, DeviantArt, CC, Atrribution, no derrivatives, non-commercial
    Slide: 8: AndYaDontStop
    Slide: 10, 11, 12, 13, 19, 29, 30, 35, 37: everywhereisimagined
    Slide 12: divemasterking2000
    Slide 15: Dave Haygarth
    Slide 16: David Blackwell.
    Slide 18: courtneyBolton
    Slide 20, 34: frontiersofinteraction
    Slide 21: dbking
    Slide 22: divemasterking2000
    Slide 23: public domain / fair use http://img.izismile.com/img/img3/20100618/files/3/diving_board_epic_fail.jpg
    Slide 24: Brandon Christopher Warren
    Slide 27: public domain / fair use http://img97.imageshack.us/img97/2134/thanksa.png via http://www.romhacking.net/forum/index.php?topic=12240.0
    Slide 28: public domain / fair use: Via FailBlog Wins http://wins.failblog.org/2011/03/31/epic-win-photos-hacked-irl-my-friends-dont-appreciate-the-truth/
    Slide 31: public domain / fair use: T-Shirt available at SnorgTeeshttp://www.snorgtees.com/i-drink-your-milkshake
    Slide 32: public domain / fair use: By : Koldunov http://www.photodom.com/photo/1444695
    Slide 36: Sudhamshu
    Slide 39: Hryck.
    Slide 40: public domain / fair use: T-shirt available at SnorgTees.com http://www.snorgtees.com/bleh-broccoli