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Some Basics of an ECM Project

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Ideas on how to begin and ECM and BPM project. Information, patterns, taxonomy, etc.

Ideas on how to begin and ECM and BPM project. Information, patterns, taxonomy, etc.

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  • 1. Some Basics of an ECM Project
    David Champeau
    IBM FileNet Certified Professional
    AIIM ECM Master
    AIIM BPM Pracitioner
    AIIM IOA Practioner
  • 2. ECM – What is it?
    Document Mgmt
    Records Mgmt
    Business Process Mgmt
    Digital Asset Mgmt
    Web Content Mgmt
    Classification
    eDiscovery
    Forms
    Collaboration
    Capture
    and more
  • 3. Where to Start
    Infrastructure decisions in another track
    The usual role is the “business analyst”
    The BA has to “analyze the business”
    Analyze the Business does not equal Gather Requirements
    Basic rule “You cannot have a business process without information (content)”
  • 4. Analyze the Business
    Determine if the business process falls into a well-known pattern
    Case Management
    Author / Review / Approve / Publish
    Straight Thru Processing
    One and Done
  • 5. Understand the Language
    Each business organization has its own language
    Sets of words used daily in the business
    Example: Insurance
    New Business
    Servicing
    Claims
    Agent Contracts
    Agent Services
  • 6. Transform the Language
    Transform the language of the business into a “taxonomy”
    Structured vocabulary
    7 forms of taxonomy
    Facet taxonomy is a set lists that allow different views of the same information
  • 7. Importance of Taxonomy
    The taxonomy:
    Leads into the technical aspects
    Becomes the design of the content database
    Defines how the content is classified
    Defines the “findability” of the content (e.g. search)
  • 8. Impact of business analysis
  • 9. Flow of Content
  • 10. Basic Process Scenarios
    Scope
    Ad-hoc
    Non-repetitive, typically collaborative
    Production
    Repetitive process, set rules, often high volume
    Functional
    Routing
    Linear
    Workflow
    More complex, parallel activities
    Fully-Integrated Business Process
    Complex human and system-centric integrations
  • 11. Business Process Analysis
    Have a process for gather information
    Have a methodology
    Consistent
    Structured
    Repeatable
    Determine what information to gather
    Develop requirements of the new process
    Start with a mock-up of the user interface is possible
  • 12. Business Process Analysis
    Determine the business process pattern
    Identify the Roles
    Identify the flow
    Sequential, parallel steps
    Identify integration points
  • 13. Business Process Analysis
    Draw some pictures of the new process
    Keep it simple
    Others have to understand it
    Compare the Current State and Target State side-by-side
    Start on the Gap Analysis
    Build a prototype as soon as possible
    Get the flow correct while working on the details of the UI