ECM Electronic Content Management, CRE8 Independent Consultants presents definition of ECM, ECM risks, ECM planning tips, and video review of ECM vendor from INFO360 Show.

1. INDEPENDENT CONSULTANTS: IMPROVING PEOPLE PROCESSES AND SYSTEMS © 1993 - 2013
.COM
ECM
ELECTRONIC CONTENT
MANAGEMENT
INDEPENDENT CONSULTANT REVIEW
AND ECM PLANNING TIPS
BY
CRE8 INDEPENDENT CONSULTANTS
SEATTLE, WASHINGTON
www.cre8inc.com

2. INDEPENDENT CONSULTANTS: IMPROVING PEOPLE PROCESSES AND SYSTEMS © 1993 - 2014
.COM
SPEAKER: GEORGE DUNN, PRESIDENT CRE8INC.COM
 Mr. George Dunn, Founder and President Of CRE8 Independent
Consultants, is a worldwide recognized consultant, speaker,
instructor, and author on Business Process Improvement,
Advanced Paperless Technologies Planning, and Computer System
Replacement Planning.
 George is an accredited: Certified Workflow Specialist, Certified
Application Design Specialist, Certified LEAN / Six Sigma Process
Improvement Consultant, Certified Business Process Management
BPM Consultant, Certified Management Consultant and KPMG
Auditor/EDP Auditor, and CPA (former).
 He has served as an advisor to the Worldwide Workflow Standards
Board for the Association of Information and Image (AIIM) and as
Board member and Director of Education for numerous Chapters
of AIIM.

3. INDEPENDENT CONSULTANTS: IMPROVING PEOPLE PROCESSES AND SYSTEMS © 1993 - 2014
.COM
WHAT IS ECM
What is ECM? Electronic Content Management (ECM)
modules provide storage, security, view, and output of
electronic content (documents, text, video, voice).
Documents stored in ECM originate from scanners, email,
shared network drives, data systems, and created through
use of applications.
As documents are used or analyzed, additional indexes
such as version number, author, or other information can
be added to the document.
Content security can be established at the document, user,
group or enterprise level to control access and rights.

4. INDEPENDENT CONSULTANTS: IMPROVING PEOPLE PROCESSES AND SYSTEMS © 1993 - 2014
.COM
ECM DEPLOYMENT RISKS
ECM deployment risks include:
• non standardization of indexes;
• not including indexes important for audit,
compliance, or discovery; and
• not integrating ERM (Electronic Records
Management) to ECM.
Without integration to ERM it will be difficult to
associate retention schedules and disposition
with documents stored in an ECM system.

5. INDEPENDENT CONSULTANTS: IMPROVING PEOPLE PROCESSES AND SYSTEMS © 1993 - 2014
.COM
ECM PLANNING TIP
Tip: When designing an ECM system
consistency of viewers, indexing/search
and data system integration need to be
confirmed for related application areas
and access devices (desktop, laptop,
mobile). Other important considerations
include access speed, version control,
and security.

6. INDEPENDENT CONSULTANTS: IMPROVING PEOPLE PROCESSES AND SYSTEMS © 1993 - 2014
.COM
EXAMPLE ECM DEMO
The following slide shows a link to the CRE8
Independent Consultants review of an ECM
software product, including planning tips.
On some viewers, if the video embed does
not show the link to the video is
https://www.youtube.com/watch?v=TG2XdB
BIUMQ

7. INDEPENDENT CONSULTANTS: IMPROVING PEOPLE PROCESSES AND SYSTEMS © 1993 - 2014
.COM
WHITE PAPER ON PAPERLESS TECHNOLOGY
AND PROCESS IMPROVEMENT
To see a full white paper on Paperless
Technology and Process Improvement White
Paper by George Dunn, President CRE8
Independent Consultants see
http://www.slideshare.net/cre8inc/cre8-
independent-consultants-paperless-
technology-and-process-improvement-
white-paper

8. INDEPENDENT CONSULTANTS: IMPROVING PEOPLE PROCESSES AND SYSTEMS © 1993 - 2014
.COM
CRE8 INDEPENDENT CONSULTANTS
• CRE8 Independent Consultants is in its twentieth year of service to
clients. Services include:
– Process blueprint and redesign of complex operations, workflows
and processes;
– Advanced paperless technologies enterprise, application/RFP
planning, ROI assessment, vendor evaluation; and
– Computer system replacement option evaluation and
application/process design and vendor evaluation.
• To date, CRE8 has worked with hundreds of organizations and
thousands of individuals in the area of consulting and educational
services. CRE8 has also hosted numerous nationally recognized
technology and process innovation conferences and workshops, on-
site and on the World Wide Web.
• As Independent Consultants, CRE8 does not represent or sell
technologies but instead works directly for its clients (end user
organizations). This approach allows CRE8 to provide an
independent voice regarding process improvement, applicability of
technologies, development of a strategic plans, standards,
application designs, and vendor/integrator evaluation.

9. INDEPENDENT CONSULTANTS: IMPROVING PEOPLE PROCESSES AND SYSTEMS © 1993 - 2014
.COM
THANK YOU FOR ATTENDING
Follow On Questions, Please Contact:
George Dunn, President of CRE8
Independent consultants
consulting@cre8inc.com
http://www.cre8inc.com/consulting/paperless
Or phone (206) 257-7347
(USA, Seattle WA)

10. INDEPENDENT CONSULTANTS: IMPROVING PEOPLE PROCESSES AND SYSTEMS © 1993 - 2014
.COM
As planning for ECM technology must to be tailored to the specific
need of each organization, and as vendor abilities demonstrated
can change at any time the information provided in this
presentation should be treated as an introduction only and, as
such, without a direct consultation of requirements, CRE8
Independent Consultants cannot assume responsibility for the use,
implementation or results of information provided. Specific
questions regarding software demonstrations should be directed to
the vendor.
CRE8 planning tips presented this presentation summary may not
be incorporated into any other presentation or resold. However
selected quotes maybe taken from the presentation as long as they
are referenced as copyright www.cre8inc.com or by another
resource quoted in this presentation.
.