Gaining Control over Content Chaos AIIM Minneapolis Road show October 22 nd , 2009 Seth Earley President,  Earley & Associates, Inc [email_address] 781-820-8080 www.earley.com
What is this? What are they doing? Creating Problem Solving Collaborating
And these people? Finding Retrieving Searching
Finding Retrieving Searching Creating Problem Solving Collaborating Problem solving Collaboration Accessing information Answering questions Knowledge Creation Knowledge Reuse Working
ENTERPRISE CONTENT MANAGEMENT Spans Structured and Unstructured Processes Finding Retrieving Searching Creating Problem Solving Collaborating Working Problem solving Collaboration Accessing information Answering questions Knowledge Creation Knowledge Reuse
LESS STRUCTURE MORE STRUCTURE Chaotic Processes  Controlled Processes Problem solving Collaboration Accessing information Answering questions Knowledge Creation Knowledge Reuse ENTERPRISE CONTENT MANAGEMENT Spans Structured and Unstructured Processes Blogs Records Management Document Management Process Management Wikis Collaborative Spaces Instant Messaging Email Management Web Content  Management Learning Management Digital Asset Management CLASS of TOOL
Unfiltered Reviewed/Vetted/Approved Lower Value Higher Value Lower Cost Higher Cost RELATIVE VALUE OF CONTENT Not all content is of equal value (More difficult to access) (Easier to access) Formal Tagging/Organizing Processes Message text External News Example deliverables Discussion postings Interim  deliverables Content Repositories Success Stories Benchmarks Approved Methods Best Practices Social tagging (“folksonomy”) Structured tagging (taxonomy) TYPE OF CONTENT
Five Steps to Organizing Chaotic Content Understand content lifecycles and value Use records management processes to justify  Define clear ownership and governance All content needs an owner Build skills in taxonomy development and information architecture You cannot search your way out of this Build a business case to improve content processes Focus on a process that needs improvement and enroll financial management in baseline development and business case Apply and leverage metadata as appropriate (see content lifecycle Higher value content requires more work
Information on content management strategy Free webinars White papers and research Contact: Seth Earley President,  Earley & Associates, Inc [email_address] 781-820-8080 www.earley.com Register at  www.earley.com  and download: Topics include: Content analysis Taxonomy and metadata Search and search integration Content lifecycles Earley & Associates is now offering the AIIM Information Organization and Access course.
Increase customer satisfaction Expand offerings Develop new markets Customer Support Customer acquisition Underwriting Applications Claims Processing Sales and Marketing  Alignment, linkage, measurement Product Development Grow top line revenue Content  supports processes Working here (tools, technology, IA, search, etc) Measuring here (micro level - effects) Measuring here (macro level - outcomes) CEO- “Show me how this project will increase our revenue” Copyright © 2009 Earley & Associates Inc. All Rights Reserved. Organizational Strategy Business Unit Objectives Business Processes Processes enable objectives L I N K A G E Content Sources Objectives align with strategy
Core Capabilities Document/Content/Management: Strategy and requirements planning Taxonomy, Metadata, Object modeling Audit and analysis Migration  Tagging and indexing  Lifecycle and workflow planning Technology selection, RFP development Governance Taxonomy & Metadata: Taxonomy strategy Taxonomy development (for e-commerce, faceted search, ECM, DAM, enterprise taxonomy, thesauri) Taxonomy evaluation and testing Taxonomy implementation  Taxonomy governance and training Taxonomy tool selection Metadata standards development Metadata schema design Metadata governance   Digital Asset Management: DAM strategy DAM taxonomy DAM technology evaluation Asset lifecycle management Marketing resource management (MRM) Information Architecture/Usability: Usability studies (site, navigation, taxonomy) Wireframes and IA design   Search: Search audit and user testing Search strategy and ROI analysis Taxonomy for faceted search and search optimization Search deployment  Search and business intelligence Search tuning and SEO Search technology evaluation/tool selection  
Focus:  Information Architecture  Services Founded: 1994 Personnel: Twenty-five core team consultants, plus a network  of other top industry experts taxonomy specialists search experts information architects usability professionals process consultants 7 MLIS and 4 Ph.D.s Headquarters: Boston, MA Earley & Associates Inc. At a Glance Consulting Philosophy:  Solutions based on business context and goals Four Pillars -  People ,  Content ,  Process , and  Technology
Co-author of Practical Knowledge Management from IBM Press  14 years experience building content and knowledge  management systems, 20+ years experience in technology Chair, Academy of Motion Picture Arts and Sciences, Science  and Technology Council Metadata Project Committee Founder of the Boston Knowledge Management Forum Former adjunct professor at Northeastern University Currently working with enterprises to develop knowledge and digital asset management systems, taxonomy and metadata governance strategies  Founder of Taxonomy Community of Practice – host monthly conference calls of case studies on taxonomy derivation and application. http://finance.groups.yahoo.com/group/TaxoCoP Co-founder Search Community of Practice: http://tech.groups.yahoo.com/group/SearchCoP  Seth Earley, Founder & President

AIIM ECM Seminars Keynote

  • 1.
    Gaining Control overContent Chaos AIIM Minneapolis Road show October 22 nd , 2009 Seth Earley President, Earley & Associates, Inc [email_address] 781-820-8080 www.earley.com
  • 2.
    What is this?What are they doing? Creating Problem Solving Collaborating
  • 3.
    And these people?Finding Retrieving Searching
  • 4.
    Finding Retrieving SearchingCreating Problem Solving Collaborating Problem solving Collaboration Accessing information Answering questions Knowledge Creation Knowledge Reuse Working
  • 5.
    ENTERPRISE CONTENT MANAGEMENTSpans Structured and Unstructured Processes Finding Retrieving Searching Creating Problem Solving Collaborating Working Problem solving Collaboration Accessing information Answering questions Knowledge Creation Knowledge Reuse
  • 6.
    LESS STRUCTURE MORESTRUCTURE Chaotic Processes Controlled Processes Problem solving Collaboration Accessing information Answering questions Knowledge Creation Knowledge Reuse ENTERPRISE CONTENT MANAGEMENT Spans Structured and Unstructured Processes Blogs Records Management Document Management Process Management Wikis Collaborative Spaces Instant Messaging Email Management Web Content Management Learning Management Digital Asset Management CLASS of TOOL
  • 7.
    Unfiltered Reviewed/Vetted/Approved LowerValue Higher Value Lower Cost Higher Cost RELATIVE VALUE OF CONTENT Not all content is of equal value (More difficult to access) (Easier to access) Formal Tagging/Organizing Processes Message text External News Example deliverables Discussion postings Interim deliverables Content Repositories Success Stories Benchmarks Approved Methods Best Practices Social tagging (“folksonomy”) Structured tagging (taxonomy) TYPE OF CONTENT
  • 8.
    Five Steps toOrganizing Chaotic Content Understand content lifecycles and value Use records management processes to justify Define clear ownership and governance All content needs an owner Build skills in taxonomy development and information architecture You cannot search your way out of this Build a business case to improve content processes Focus on a process that needs improvement and enroll financial management in baseline development and business case Apply and leverage metadata as appropriate (see content lifecycle Higher value content requires more work
  • 9.
    Information on contentmanagement strategy Free webinars White papers and research Contact: Seth Earley President, Earley & Associates, Inc [email_address] 781-820-8080 www.earley.com Register at www.earley.com and download: Topics include: Content analysis Taxonomy and metadata Search and search integration Content lifecycles Earley & Associates is now offering the AIIM Information Organization and Access course.
  • 10.
    Increase customer satisfactionExpand offerings Develop new markets Customer Support Customer acquisition Underwriting Applications Claims Processing Sales and Marketing Alignment, linkage, measurement Product Development Grow top line revenue Content supports processes Working here (tools, technology, IA, search, etc) Measuring here (micro level - effects) Measuring here (macro level - outcomes) CEO- “Show me how this project will increase our revenue” Copyright © 2009 Earley & Associates Inc. All Rights Reserved. Organizational Strategy Business Unit Objectives Business Processes Processes enable objectives L I N K A G E Content Sources Objectives align with strategy
  • 11.
    Core Capabilities Document/Content/Management:Strategy and requirements planning Taxonomy, Metadata, Object modeling Audit and analysis Migration Tagging and indexing Lifecycle and workflow planning Technology selection, RFP development Governance Taxonomy & Metadata: Taxonomy strategy Taxonomy development (for e-commerce, faceted search, ECM, DAM, enterprise taxonomy, thesauri) Taxonomy evaluation and testing Taxonomy implementation Taxonomy governance and training Taxonomy tool selection Metadata standards development Metadata schema design Metadata governance   Digital Asset Management: DAM strategy DAM taxonomy DAM technology evaluation Asset lifecycle management Marketing resource management (MRM) Information Architecture/Usability: Usability studies (site, navigation, taxonomy) Wireframes and IA design   Search: Search audit and user testing Search strategy and ROI analysis Taxonomy for faceted search and search optimization Search deployment  Search and business intelligence Search tuning and SEO Search technology evaluation/tool selection  
  • 12.
    Focus: InformationArchitecture Services Founded: 1994 Personnel: Twenty-five core team consultants, plus a network of other top industry experts taxonomy specialists search experts information architects usability professionals process consultants 7 MLIS and 4 Ph.D.s Headquarters: Boston, MA Earley & Associates Inc. At a Glance Consulting Philosophy: Solutions based on business context and goals Four Pillars - People , Content , Process , and Technology
  • 13.
    Co-author of PracticalKnowledge Management from IBM Press 14 years experience building content and knowledge management systems, 20+ years experience in technology Chair, Academy of Motion Picture Arts and Sciences, Science and Technology Council Metadata Project Committee Founder of the Boston Knowledge Management Forum Former adjunct professor at Northeastern University Currently working with enterprises to develop knowledge and digital asset management systems, taxonomy and metadata governance strategies Founder of Taxonomy Community of Practice – host monthly conference calls of case studies on taxonomy derivation and application. http://finance.groups.yahoo.com/group/TaxoCoP Co-founder Search Community of Practice: http://tech.groups.yahoo.com/group/SearchCoP Seth Earley, Founder & President