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Enterprise   Content  Management Point of View Presentation kit – version 2.0 2010-08-01 Claudio Reyes  [email_address]   +46 8 699 7357
Setting the Scene for ECM 11-02-21 When talking to client we identify problems such as… ,[object Object],[object Object],[object Object],[object Object],… which have the following root causes ,[object Object],[object Object],[object Object],[object Object]
Which Leads to Information Overflow and Pain Categories Typical Pain Points  (not exhausting ) 11-02-21 70 % of all the created information could have come from reuse (AIIM) Time Cost Risk Single source driving different and unique business processes – unsustainable Content is difficulty to access (e.g. invoices, checks, memos, etc.) – impossible to use. Demands for rapid document life cycle R&D, information/clams processing, etc. –  not being meet. Organization content increases 200% annually. (Forrester Research) Multiple, disparate technologies to manage multiple content types – no control. Content applications requires integration with other applications – it is not working. Managing multiple localized points of presence on the Web - is not working Uncertain if our regulatory needs are meet - we do not know why? Operations in a regulated environment - is not working Long term preservation demands are not meet - it is a mess Structured Unstructured 80% of the company information is unstructured (Fulcrum Research )
ECM – Finding the Value of Content (PoV) Consolidation  “ Manage effectiveness” Workflow “ Manage flow” Practice High Quality Processes Less time spent searching for and retrieving content Help satisfy legal obligations Sample Value Content  Scenario Sample  Features ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Compliance “ Manage  risk” Sample KPI:s Sample Business Benefits ,[object Object],[object Object],11-02-21 better customer service Measured by increased customer satisfaction, increased market shares, competitive advantages increase rate of new product development Measured by number of new R&D ideas generated, new products, new patents developed improve competitive response Measured by reduced operating costs, reduced risk and improved quality  enhanced compliancy Measured by having less audits, motivated staff and improved time to market Content Value Benefits
ECM Solution Framework 11-02-21
The ECM Solution Framework Why do I have difficulties controlling content when working in projects? Why do I have a multitude of redundant ECM applications? Why am I not compliant with regulations? What culture and technology will enable efficient content flow in a collaborative environment? What platform and solution vendor satisfies my future needs? What system/solution will make my business compliant? How do I make the cultural and technology change to maximise content flow? How do I change my application landscape whilst keeping the current efficiency and end-user satisfaction? How do I maintain the organisation compliant over time? Develop insight (Why?) Explore Solutions (What?) Execute a plan (How?) Workflow “ Manage content flow” Consolidation “ Manage content effectiveness” Compliance “ Manage content risk” Solution Approach ECM Scenarios 11-02-21
Develop Insight Typical client burning issues ,[object Object],[object Object],[object Object],Solution Frameworks 11-02-21 ECM Tool/offerings Description Value to our Clients ECM Visioning session A top town approach investigating the pain points and expected solutions View of clarity shaping the solution and scope of imitative ECM Diagnostic A top down approach investigating the content management capabilities and associated value to the business Identify gaps and synergies to maximise the ECM investment ECM Business Case provisioning A top down or bottoms up approach delivering business value based on experience and best practice Business Case and Return of Investment on the ECM value to the business Why do I have difficulties controlling content when working in projects? Why do I have a multitude of redundant ECM applications? Why am I not compliant with regulations? Which culture and technology will enable efficient content flow in a collaborative environment? Which platform and solution vendor satisfies my future needs? Which system/solution will make my business compliant? How do I make the cultural and technology change to maximise content flow? How do I change my application landscape whilst keeping the current efficiency and end-user satisfaction? How do I maintain the organisation compliant over time? Develop insight (Why?) Explore options (Which?) Solution Development (How?) Collaboration “ Manage growth” Consolidation “ Manage effectiveness” Compliance “ Manage risk” Solution Approach Focus  Areas
Explore Solutions Typical Client burning issues ,[object Object],[object Object],[object Object],Solution Frameworks 11-02-21 ECM Tool/offerings Description Value to our Clients Content Management  Solution Strategy A framework that delivers a business case and road map by analysing the business value of using Content Management Validate that the current/future Content Management investment is fit for purpose Information Architecture  Target State A tool for developing the information capabilities of an organisation based on four core areas (Strategy, Governance, Deliver, Data, Storage, Security) Provide clarity for our clients on the information management value in the company ECM Vendor Scoring Evaluate ECM products based on business requirements Product neutral vendor recommendation of the future ECM capability  Why do I have difficulties controlling content when working in projects? Why do I have a multitude of redundant ECM applications? Why am I not compliant with regulations? Which culture and technology will enable efficient content flow in a collaborative environment? Which platform and solution vendor satisfies my future needs? Which system/solution will make my business compliant? How do I make the cultural and technology change to maximise content flow? How do I change my application landscape whilst keeping the current efficiency and end-user satisfaction? How do I maintain the organisation compliant over time? Develop insight (Why?) Explore options (Which?) Solution Development (How?) Collaboration “ Manage growth” Consolidation “ Manage effectiveness” Compliance “ Manage risk” Solution Approach Focus  Areas
Execute a Plan Typical client burning issues ,[object Object],[object Object],[object Object],Solution Frameworks 11-02-21 ECM Tool/offerings Description Value to our Clients ECM Estimation Tool that delivers estimations targeted at portals and content management systems based on best practice and previous experience Helps our clients understand the effort for an upcoming ECM implementation project ECM Methodology Complete workbook incorporating templates, processes and activities aimed at implementing portals and content management system based on best practice and experience Methodology support for our clients when implementing ECM solutions ECM Blue Print Technical Solution Blueprints targeted at portals and content management solutions based on best practice and previous experience Help our clients to gain understanding on how the ECM fits in the rest of their architectural landscape Why do I have difficulties controlling content when working in projects? Why do I have a multitude of redundant ECM applications? Why am I not compliant with regulations? Which culture and technology will enable efficient content flow in a collaborative environment? Which platform and solution vendor satisfies my future needs? Which system/solution will make my business compliant? How do I make the cultural and technology change to maximise content flow? How do I change my application landscape whilst keeping the current efficiency and end-user satisfaction? How do I maintain the organisation compliant over time? Develop insight (Why?) Explore options (Which?) Solution Development (How?) Collaboration “ Manage growth” Consolidation “ Manage effectiveness” Compliance “ Manage risk” Solution Approach Focus  Areas
Executive Summary ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],11-02-21
Additional Slides
Workflow Subject Area Definition:  Workflow defines the methods and tools that enable individuals/organizations/citizens to function more effectively as part of a team, toward a common goal Enablers :  Bloggs, Wikis, Share Workspaces, Workflow, Business Process Management,  SOA-platform , Portals, Enterprise Integration … ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Value:  Practice High Quality Processes & Reduce Non-Value Adding Tasks … 11-02-21 Why do I have difficulties controlling content when working in projects? Why do I have a multitude of redundant ECM applications? Why am I not compliant with regulations? Which culture and technology will enable efficient content flow in a collaborative environment? Which platform and solution vendor satisfies my future needs? Which system/solution will make my business compliant? How do I make the cultural and technology change to maximise content flow? How do I change my application landscape whilst keeping the current efficiency and end-user satisfaction? How do I maintain the organisation compliant over time? Develop insight (Why?) Explore options (Which?) Solution Development (How?) Collaboration “ Manage growth” Consolidation “ Manage effectiveness” Compliance “ Manage risk” Solution Approach Focus  Areas
Consolidation Subject Area Definition:  Moving from a silo based multiple platform landscape into a unified and service oriented ECM capability. Enablers:  ECM Consolidation-team, ECM reference model, ECM Governance model,  Information Models, Enterprise Integration, ECM-platform … ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Value:  Less time spent searching for and retrieving content … 11-02-21 Why do I have difficulties controlling content when working in projects? Why do I have a multitude of redundant ECM applications? Why am I not compliant with regulations? Which culture and technology will enable efficient content flow in a collaborative environment? Which platform and solution vendor satisfies my future needs? Which system/solution will make my business compliant? How do I make the cultural and technology change to maximise content flow? How do I change my application landscape whilst keeping the current efficiency and end-user satisfaction? How do I maintain the organisation compliant over time? Develop insight (Why?) Explore options (Which?) Solution Development (How?) Collaboration “ Manage growth” Consolidation “ Manage effectiveness” Compliance “ Manage risk” Solution Approach Focus  Areas
Compliance Subject Area Definition:  Ability to adhere legal and regulatory environments enabled by ECM tools and frameworks Enablers:  Compliance Framework, Records Management, eArchive, Taxonomy,  Information Governance Model, Document Management …  ,[object Object],[object Object],[object Object],[object Object],[object Object],Value:  Help satisfy legal obligations & Create Knowledge Base of Key Information … ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],11-02-21 Why do I have difficulties controlling content when working in projects? Why do I have a multitude of redundant ECM applications? Why am I not compliant with regulations? Which culture and technology will enable efficient content flow in a collaborative environment? Which platform and solution vendor satisfies my future needs? Which system/solution will make my business compliant? How do I make the cultural and technology change to maximise content flow? How do I change my application landscape whilst keeping the current efficiency and end-user satisfaction? How do I maintain the organisation compliant over time? Develop insight (Why?) Explore options (Which?) Solution Development (How?) Collaboration “ Manage growth” Consolidation “ Manage effectiveness” Compliance “ Manage risk” Solution Approach Focus  Areas
Typical Client Scenario Using the Scenario “Consolidation” 11-02-21
Typical client ECM challenge ,[object Object],[object Object],[object Object],[object Object],[object Object],LOB-specific content repositories 11-02-21
Develop Insight ,[object Object],[object Object],[object Object],3 2 Intermediate 1 4 Advanced 0 Basic Maturity Level ,[object Object],[object Object],The Content Solution Maturity Score helps gauge the maturity of the strategy, governance, process, people, and technology aspects of a content solution.  Illustrative example 11-02-21 Typical Maturity Range for Organizations with Content at Core of Business Model Typical Maturity Range for Progressive Organizations Typical Maturity Range for Insurance Companies Why do I have difficulties controlling content when working in projects? Why do I have a multitude of redundant ECM applications? Why am I not compliant with regulations? Which culture and technology will enable efficient content flow in a collaborative environment? Which platform and solution vendor satisfies my future needs? Which system/solution will make my business compliant? How do I make the cultural and technology change to maximise content flow? How do I change my application landscape whilst keeping the current efficiency and end-user satisfaction? How do I maintain the organisation compliant over time? Develop insight (Why?) Explore options (Which?) Solution Development (How?) Collaboration “ Manage growth” Consolidation “ Manage effectiveness” Compliance “ Manage risk” Solution Approach Focus  Areas
Explore Solutions Architecture Capability Basic Intermediate Advanced 0 1 2 3 4 Anecdotal Anticipated Need Current Ability 3-5 Year Need 11-02-21 Illustrative example Process Governance Technology People Strategy Technology People Process Strategy Governance Why do I have difficulties controlling content when working in projects? Why do I have a multitude of redundant ECM applications? Why am I not compliant with regulations? Which culture and technology will enable efficient content flow in a collaborative environment? Which platform and solution vendor satisfies my future needs? Which system/solution will make my business compliant? How do I make the cultural and technology change to maximise content flow? How do I change my application landscape whilst keeping the current efficiency and end-user satisfaction? How do I maintain the organisation compliant over time? Develop insight (Why?) Explore options (Which?) Solution Development (How?) Collaboration “ Manage growth” Consolidation “ Manage effectiveness” Compliance “ Manage risk” Solution Approach Focus  Areas User Interface Document Management Collaboration Workflow/BPM Search Forms Management E-mail Content Integration Applications Server Client Composite  Service Business Process UI UI UI
Explore Solutions cont’d ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Strategy People Technology Process Governance Illustrative example 11-02-21 Value of Content Why do I have difficulties controlling content when working in projects? Why do I have a multitude of redundant ECM applications? Why am I not compliant with regulations? Which culture and technology will enable efficient content flow in a collaborative environment? Which platform and solution vendor satisfies my future needs? Which system/solution will make my business compliant? How do I make the cultural and technology change to maximise content flow? How do I change my application landscape whilst keeping the current efficiency and end-user satisfaction? How do I maintain the organisation compliant over time? Develop insight (Why?) Explore options (Which?) Solution Development (How?) Collaboration “ Manage growth” Consolidation “ Manage effectiveness” Compliance “ Manage risk” Solution Approach Focus  Areas
The Solution Transformation Plan The strategy towards target state solution landscape for ECM should be step-by-step and focus on information availability ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Illustrative example 11-02-21 Why do I have difficulties controlling content when working in projects? Why do I have a multitude of redundant ECM applications? Why am I not compliant with regulations? Which culture and technology will enable efficient content flow in a collaborative environment? Which platform and solution vendor satisfies my future needs? Which system/solution will make my business compliant? How do I make the cultural and technology change to maximise content flow? How do I change my application landscape whilst keeping the current efficiency and end-user satisfaction? How do I maintain the organisation compliant over time? Develop insight (Why?) Explore options (Which?) Solution Development (How?) Collaboration “ Manage growth” Consolidation “ Manage effectiveness” Compliance “ Manage risk” Solution Approach Focus  Areas Current  position Period Period Period Focus  Area Focus  Area Focus Area Focus Area Focus Area Focus Area Period Desired position Focus  Area
Knowledge Capital in the Area 11-02-21
Introducing the ECM Strategy Workbook The intent of the Workbook is to provide a re-usable building blocks to consultants when delivering ECM strategies. ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Knowledge Solution Process Workbook Client value Delivers
Using the Workbook 1. Delivery blocks 2. Consultant Skills 3. Expected result ,[object Object],[object Object],[object Object]
ECM Strategic Workbook 11-02-21 Tools, templates, checklist, frameworks 2. Develop  Insight 1. Planning 3. Explore Solutions Plan and organize Gather stakeholder  input Determine key business objectives  Assess current business Define Organizational needs Cost and  benefit analysis Create  vision Define value proposition Assess current technology Roadmap 4. Transformation Plan
Screen shoot from the actual Workbook 11-02-21 Phases describing the topic Activities with step by step instructions Frameworks, templates, checklist, etc.

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IM ECM PoV

  • 1. Enterprise Content Management Point of View Presentation kit – version 2.0 2010-08-01 Claudio Reyes [email_address] +46 8 699 7357
  • 2.
  • 3. Which Leads to Information Overflow and Pain Categories Typical Pain Points (not exhausting ) 11-02-21 70 % of all the created information could have come from reuse (AIIM) Time Cost Risk Single source driving different and unique business processes – unsustainable Content is difficulty to access (e.g. invoices, checks, memos, etc.) – impossible to use. Demands for rapid document life cycle R&D, information/clams processing, etc. – not being meet. Organization content increases 200% annually. (Forrester Research) Multiple, disparate technologies to manage multiple content types – no control. Content applications requires integration with other applications – it is not working. Managing multiple localized points of presence on the Web - is not working Uncertain if our regulatory needs are meet - we do not know why? Operations in a regulated environment - is not working Long term preservation demands are not meet - it is a mess Structured Unstructured 80% of the company information is unstructured (Fulcrum Research )
  • 4.
  • 6. The ECM Solution Framework Why do I have difficulties controlling content when working in projects? Why do I have a multitude of redundant ECM applications? Why am I not compliant with regulations? What culture and technology will enable efficient content flow in a collaborative environment? What platform and solution vendor satisfies my future needs? What system/solution will make my business compliant? How do I make the cultural and technology change to maximise content flow? How do I change my application landscape whilst keeping the current efficiency and end-user satisfaction? How do I maintain the organisation compliant over time? Develop insight (Why?) Explore Solutions (What?) Execute a plan (How?) Workflow “ Manage content flow” Consolidation “ Manage content effectiveness” Compliance “ Manage content risk” Solution Approach ECM Scenarios 11-02-21
  • 7.
  • 8.
  • 9.
  • 10.
  • 12.
  • 13.
  • 14.
  • 15. Typical Client Scenario Using the Scenario “Consolidation” 11-02-21
  • 16.
  • 17.
  • 18. Explore Solutions Architecture Capability Basic Intermediate Advanced 0 1 2 3 4 Anecdotal Anticipated Need Current Ability 3-5 Year Need 11-02-21 Illustrative example Process Governance Technology People Strategy Technology People Process Strategy Governance Why do I have difficulties controlling content when working in projects? Why do I have a multitude of redundant ECM applications? Why am I not compliant with regulations? Which culture and technology will enable efficient content flow in a collaborative environment? Which platform and solution vendor satisfies my future needs? Which system/solution will make my business compliant? How do I make the cultural and technology change to maximise content flow? How do I change my application landscape whilst keeping the current efficiency and end-user satisfaction? How do I maintain the organisation compliant over time? Develop insight (Why?) Explore options (Which?) Solution Development (How?) Collaboration “ Manage growth” Consolidation “ Manage effectiveness” Compliance “ Manage risk” Solution Approach Focus Areas User Interface Document Management Collaboration Workflow/BPM Search Forms Management E-mail Content Integration Applications Server Client Composite Service Business Process UI UI UI
  • 19.
  • 20.
  • 21. Knowledge Capital in the Area 11-02-21
  • 22.
  • 23.
  • 24. ECM Strategic Workbook 11-02-21 Tools, templates, checklist, frameworks 2. Develop Insight 1. Planning 3. Explore Solutions Plan and organize Gather stakeholder input Determine key business objectives Assess current business Define Organizational needs Cost and benefit analysis Create vision Define value proposition Assess current technology Roadmap 4. Transformation Plan
  • 25. Screen shoot from the actual Workbook 11-02-21 Phases describing the topic Activities with step by step instructions Frameworks, templates, checklist, etc.

Editor's Notes

  1. Namn, beskrivning och nyttan ECM Strategy ECM Business Case eArchive Strategy Compliance Informationslandskap - Enterprise Content Landscape
  2. Definition Ett samlat stöd för samverkan och medverkan i affärsprocessernas informationsrelaterade delar Affärsbehov En ökad andel arbet inom företagen bedrivs I processer och projektform. Process- och projektdeltagarna kräver en mängd ostrukturerad information för att kunna fullgöra sitt arbete Informationsutbytet mellan deltagare inom och utanför processer och projekt kräver fullgoda systemstöd där viktiga parametrar som versionhantering och säkerhet/behörigheter ingår som naturliga komponenter ECM ger stöd för ett ökat informationsutbyte genom att öka tillgängligheten till information, skapa relevanta samarbetsytor och säkerställa att deltagarna har den information som behövs för att lösa en specifik uppgift Möjliggörande teknik Bloggar, wikis, project management, gemensamma arbetsytor, workflow-system, BPM, messaging, etc Tillvägagångssätt Definiera den rådande situationen de gällande behoven baserat på kritiska affärsprocesser Beskrivningen görs med utgångspunkt I affärsprocesser och befintliga stödverktyg Definiera verksamhetens vision och en teknisk lösning för att nå visionen Ta fram en åtgärdsplan som beskriver hur visionen uppnås, med fokus på de kritiska förbättringsområdena Genomföra kostnads/nyttoanalys på förändringarna Definiera förändringsprojektet där stödet tillsammans med ökad fokus på samarbete prioriteras
  3. Definition Ett samlat stöd för samverkan och medverkan i affärsprocessernas informationsrelaterade delar Affärsbehov En ökad andel arbet inom företagen bedrivs I processer och projektform. Process- och projektdeltagarna kräver en mängd ostrukturerad information för att kunna fullgöra sitt arbete Informationsutbytet mellan deltagare inom och utanför processer och projekt kräver fullgoda systemstöd där viktiga parametrar som versionhantering och säkerhet/behörigheter ingår som naturliga komponenter ECM ger stöd för ett ökat informationsutbyte genom att öka tillgängligheten till information, skapa relevanta samarbetsytor och säkerställa att deltagarna har den information som behövs för att lösa en specifik uppgift Möjliggörande teknik Bloggar, wikis, project management, gemensamma arbetsytor, workflow-system, BPM, messaging, etc Tillvägagångssätt Definiera den rådande situationen de gällande behoven baserat på kritiska affärsprocesser Beskrivningen görs med utgångspunkt I affärsprocesser och befintliga stödverktyg Definiera verksamhetens vision och en teknisk lösning för att nå visionen Ta fram en åtgärdsplan som beskriver hur visionen uppnås, med fokus på de kritiska förbättringsområdena Genomföra kostnads/nyttoanalys på förändringarna Definiera förändringsprojektet där stödet tillsammans med ökad fokus på samarbete prioriteras
  4. Definition Ett samlat stöd för samverkan och medverkan i affärsprocessernas informationsrelaterade delar Affärsbehov En ökad andel arbet inom företagen bedrivs I processer och projektform. Process- och projektdeltagarna kräver en mängd ostrukturerad information för att kunna fullgöra sitt arbete Informationsutbytet mellan deltagare inom och utanför processer och projekt kräver fullgoda systemstöd där viktiga parametrar som versionhantering och säkerhet/behörigheter ingår som naturliga komponenter ECM ger stöd för ett ökat informationsutbyte genom att öka tillgängligheten till information, skapa relevanta samarbetsytor och säkerställa att deltagarna har den information som behövs för att lösa en specifik uppgift Möjliggörande teknik Bloggar, wikis, project management, gemensamma arbetsytor, workflow-system, BPM, messaging, etc Tillvägagångssätt Definiera den rådande situationen de gällande behoven baserat på kritiska affärsprocesser Beskrivningen görs med utgångspunkt I affärsprocesser och befintliga stödverktyg Definiera verksamhetens vision och en teknisk lösning för att nå visionen Ta fram en åtgärdsplan som beskriver hur visionen uppnås, med fokus på de kritiska förbättringsområdena Genomföra kostnads/nyttoanalys på förändringarna Definiera förändringsprojektet där stödet tillsammans med ökad fokus på samarbete prioriteras