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Using Wikis with Enterprise Content and Process Management<br />Sandy Kemsley<br />www.column2.com<br />@skemsley<br />
Or...The Wiki/ECM/BPM Debate<br />
About Me<br />Enterprise process and content stuff<br />ECM/BPM since…whoa, that long?<br />Papers on BPM and social softw...
Decisions, Decisions<br />
But In Reality...<br />
Content:Wikis and ECM<br />
       Content Management       Features<br />ECM<br />Document-focused<br />Document lifecycle, records & retention mgmt<...
       Selection Philosophies<br />ECM Default<br />	Use wikis for pure content that requires no level of security and max...
When To Use A Wiki<br />Created by multiple authors<br />Accessible to a wide, internal-only audience<br />Frequent updati...
When To Use ECM<br />External origin/participants<br />Only exists as a document, e.g., PDF<br />Requires precisely-format...
Wiki-to-ECM Transition<br />Initial collaborative content in wiki for brainstorming<br />Reformat and check in to ECM as v...
Process:Wikis and BPM<br />
       Process Management       Features<br />BPM (and ECM)<br />Predefined structured process<br />Does not require conte...
The Line Blurs<br />BPM gets more unstructured:<br />Ad hoc process definition<br />Adaptive case management<br />Wiki wor...
Wiki/ECM/BPM:All Together Now<br />Use case: Insurance claims<br />Faxed-in claim reports and customer-facing documents in...
Summary<br />Clear use cases exist for each of wikis, ECM and BPM<br />Large overlap between wikis and ECM for internal co...
Questions?<br />Sandy Kemsley<br />www.column2.com<br />@skemsley<br />
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Using Wikis With Enterprise Content and Process Management Slide 1 Using Wikis With Enterprise Content and Process Management Slide 2 Using Wikis With Enterprise Content and Process Management Slide 3 Using Wikis With Enterprise Content and Process Management Slide 4 Using Wikis With Enterprise Content and Process Management Slide 5 Using Wikis With Enterprise Content and Process Management Slide 6 Using Wikis With Enterprise Content and Process Management Slide 7 Using Wikis With Enterprise Content and Process Management Slide 8 Using Wikis With Enterprise Content and Process Management Slide 9 Using Wikis With Enterprise Content and Process Management Slide 10 Using Wikis With Enterprise Content and Process Management Slide 11 Using Wikis With Enterprise Content and Process Management Slide 12 Using Wikis With Enterprise Content and Process Management Slide 13 Using Wikis With Enterprise Content and Process Management Slide 14 Using Wikis With Enterprise Content and Process Management Slide 15 Using Wikis With Enterprise Content and Process Management Slide 16 Using Wikis With Enterprise Content and Process Management Slide 17
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Slides from a presentation to Toronto Wiki Tuesday on June 1st, 2010

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Using Wikis With Enterprise Content and Process Management

  1. 1. Using Wikis with Enterprise Content and Process Management<br />Sandy Kemsley<br />www.column2.com<br />@skemsley<br />
  2. 2. Or...The Wiki/ECM/BPM Debate<br />
  3. 3. About Me<br />Enterprise process and content stuff<br />ECM/BPM since…whoa, that long?<br />Papers on BPM and social software<br />Social media maven<br />Five+ years of blogging (column2.com)<br />“The Hungry Geek” at IgniteTO (bit.ly/HungryGeek)<br />I’m tweeting this (@skemsley)<br />
  4. 4. Decisions, Decisions<br />
  5. 5. But In Reality...<br />
  6. 6. Content:Wikis and ECM<br />
  7. 7. Content Management Features<br />ECM<br />Document-focused<br />Document lifecycle, records & retention mgmt<br />Fine-grained security<br />Pre-defined structure and taxonomy<br />Check in/out & versioning<br />Wiki<br />Not restricted to document format<br />Collaborative creation<br />Coarse-grained security<br />User-created taxonomy<br />Interactive editing with history and rollbacks<br />
  8. 8. Selection Philosophies<br />ECM Default<br /> Use wikis for pure content that requires no level of security and maximum levels of accessibility.<br /> Use ECM for everything else.<br />Wiki Default<br /> Use wikis for all internal content by default, unless specific factors dictate the use of ECM.<br />
  9. 9. When To Use A Wiki<br />Created by multiple authors<br />Accessible to a wide, internal-only audience<br />Frequent updating with revision tracking, but no approval or versioning<br />
  10. 10. When To Use ECM<br />External origin/participants<br />Only exists as a document, e.g., PDF<br />Requires precisely-formatted print-ready version<br />Requires versioning<br />Requires fine-grained security control<br />Requires records/retention management<br />
  11. 11. Wiki-to-ECM Transition<br />Initial collaborative content in wiki for brainstorming<br />Reformat and check in to ECM as version 1 of controlled document<br />May continue discussion in wiki with link to document in ECM<br />
  12. 12. Process:Wikis and BPM<br />
  13. 13. Process Management Features<br />BPM (and ECM)<br />Predefined structured process<br />Does not require content<br />Includes human and automated tasks<br />Complex branching, rules and event handling<br />Analytics and KPIs<br />Wiki<br />Wiki to manage a process<br />Case management<br />Project management<br />Documentation trail of manual process<br />Add-ons to manage wiki content lifecycle:<br />Wiki content approval<br />Ad hoc human task management<br />
  14. 14. The Line Blurs<br />BPM gets more unstructured:<br />Ad hoc process definition<br />Adaptive case management<br />Wiki workflow gets more structured:<br />Predefined workflows<br />Content lifecycle management<br />Unstructured human workflow may be done successfully in either<br />
  15. 15. Wiki/ECM/BPM:All Together Now<br />Use case: Insurance claims<br />Faxed-in claim reports and customer-facing documents in ECM to manage retention and security<br />Pre-defined structured claims processes in BPM to meet regulations<br />Claims exceptions using collaboration capabilities in BPM<br />Claims best practices and tips in wiki, updated by claims staff<br />
  16. 16. Summary<br />Clear use cases exist for each of wikis, ECM and BPM<br />Large overlap between wikis and ECM for internal content<br />Large overlap between wikis and BPM for unstructured processes<br />
  17. 17. Questions?<br />Sandy Kemsley<br />www.column2.com<br />@skemsley<br />
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    Jun. 4, 2010
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    Jun. 2, 2010

Slides from a presentation to Toronto Wiki Tuesday on June 1st, 2010

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