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ECM Project Management Basics
 

ECM Project Management Basics

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    ECM Project Management Basics ECM Project Management Basics Presentation Transcript

    • ECM Project Management Basics
      David Champeau
      IBM FileNet Certified Professional
      AIIM ECM Master
      AIIM BPM Pracitioner
      AIIM IOA Practioner
    • ECM Projects
      Start with one or more basic methodologies depending on the size and scope of the project
      Zachman Frameworks
      MIKE2
      PMBOK
    • Sequence of ECM Projects
    • Project Infrastructure
      Stakeholders
      Communications Plan
      Resource Plan
      Geography
      Priorities
      Artifact Management
    • Dual Tracks
      Information
      Architecture
      Governance
      Taxonomy
      Business Processes
      Records
      Security
      Technology
      Architecture
      Infrastructure
      Operations
      Integration
    • Architectures
      Application
      Infrastructure
      Network
      ECM Platform
      Business
      Data
      Operations Support
      Geography
    • Situational Analysis
      This will determine the next steps
      New ECM program
      Start from the beginning
      Leave room for lots and lots of planning
      New project in existing program
      Same style as other tactical projects or
      Something new
      What does it add
      Impact on infrastructure
    • Eating an Elephant
      Organize the project into the high-level categories or tracks
      Break each down multiple times
      Get to manageable pieces
      Determine dependencies
      Begin to see the timeline
      Gauge level of effort
      Use one of numerous algorithms
    • Undersell, Overdeliver
      If this is all new, start small
      Use prototypes for
      testing the integration points
      automating business processes
      experimenting with user interfaces
    • Plan and Plan Again
      Whiteboards help flush out ideas, identify the tough spots
      Planning does not have to lead into analysis paralysis
      Each project needs someone to drive it forward
      This is often overlooked
      Someone has to understand how all the pieces fit together
    • Keep the Solution Simple
      Do not “code for the exception”, “code for the rule”
      Keep it at 80-20
      Dump the exceptions to the side and let someone manually sort them out
      This is a project killer
    • Keep the Solution Simple
      Try to use out-of-the-box
      Lots of good stuff coming OOTB these days
      Integration points require customization
      Sell the users on “simple first”
      Most requirements delivered are rarely or never used