Some Basics of an ECM Project<br />David Champeau<br />IBM FileNet Certified Professional<br />AIIM ECM Master<br />AIIM B...
ECM – What is it?<br />Document Mgmt<br />Records Mgmt<br />Business Process Mgmt<br />Digital Asset Mgmt<br />Web Content...
Where to Start<br />Infrastructure decisions in another track<br />The usual role is the “business analyst”<br />The BA ha...
Analyze the Business<br />Determine if the business process falls into a well-known pattern<br />Case Management<br />Auth...
Understand the Language<br />Each business organization has its own language<br />Sets of words used daily in the business...
Transform the Language<br />Transform the language of the business into a “taxonomy”<br />Structured vocabulary<br />7 for...
Importance of Taxonomy<br />The taxonomy:<br />Leads into the technical aspects<br />Becomes the design of the content dat...
Impact of business analysis<br />
Flow of Content<br />
Basic Process Scenarios<br />Scope<br />Ad-hoc<br />Non-repetitive, typically collaborative<br />Production<br />Repetitiv...
Business Process Analysis<br />Have a process for gather information<br />Have a methodology<br />Consistent<br />Structur...
Business Process Analysis<br />Determine the business process pattern<br />Identify the Roles<br />Identify the flow<br />...
Business Process Analysis<br />Draw some pictures of the new process<br />Keep it simple<br />Others have to understand it...
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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.

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Some Basics of an ECM Project

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

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