Final Presentation Master Thesis (2007)

1. Atos, Atos and fish symbol, Atos Origin and fish symbol, Atos Consulting, and the fish itself are registered trademarks of Atos Origin SA. August 2006
© 2006 Atos Origin. Confidential information owned by Atos Origin, to be used by the recipient only. This document or any part of it, may not be reproduced, copied,
circulated and/or distributed nor quoted without prior written approval from Atos Origin.
Improving ECM Consultancy
Final presentation
Nicole van den Wildenberg
Eindhoven, TU/e, August 20th
, 2007

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Agenda
» About the research:
» Problem definition, assignment and context
» Root causes
» Design
» Implementation
» Evaluation
» Conclusions & Recommendations

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But first…
B I N G O
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128 •
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The Research

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Problem definition and assignment
Final problem definition:Final problem definition:
ECM business consultancy is not aligned with standards and best practices concerned with
ECM and consultancy, thus causing a gap between the ECM demand and supply interactions
on the one hand and ECM institutional design on the other. This causes sub optimization and
a lack of quality.
Final problem definition:Final problem definition:
ECM business consultancy is not aligned with standards and best practices concerned with
ECM and consultancy, thus causing a gap between the ECM demand and supply interactions
on the one hand and ECM institutional design on the other. This causes sub optimization and
a lack of quality.
Final assignment (twofold):Final assignment (twofold):
Describe how ECM business consultancy is executed in the current situation. Describe how
standards and best practices concerned with ECM and consultancy influence ECM business
consultancy. Determine the existing gap.
Align ECM business consultancy with standards and best practices concerned with ECM and
consultancy by designing a Computation Independent ECM business consultancy model and
implement the ECM business consultancy model. This closes the gap.
Final assignment (twofold):Final assignment (twofold):
Describe how ECM business consultancy is executed in the current situation. Describe how
standards and best practices concerned with ECM and consultancy influence ECM business
consultancy. Determine the existing gap.
Align ECM business consultancy with standards and best practices concerned with ECM and
consultancy by designing a Computation Independent ECM business consultancy model and
implement the ECM business consultancy model. This closes the gap.

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Main research models and methods
» The regulative cycle with reference models
» Morioka’s triangle
» Multilevel stakeholder analysis

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Regulative cycle + reference models
Orientation
Set of problems /
problem mess /
Problem
definition
Diagnosis
(analysis &
mapping)
Intervention
(implementation)
Plan (design)
Evaluation
benchmarking,
market &
competitor
analysis
reference model
Translation
site specific
reference model
real site
work system

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Morioka’s triangle: the research context
Institutions
Demand side
Supply side
pull
push
Technology
Interactions
Harmonization
Legislation
Standards

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Multilevel stakeholder analysis: problems
» Macro & meso scale: Institutions:
» ECM standards and best practices authorities: application of standards and best
practices is not a task of authorities, high variability of standards, extensive
amount of standards.
» Micro scale: Demand side:
» ECM users: impact of ECM system implementations underestimated, lack of
knowledge of standards.
» Micro scale: Supply side:
» ECM vendors: ECM systems are complex, complex requirements to ECM
systems.
» ECM system integrators: lack of a standardized way of working, lack of a
standardized method to incorporate ECM standards and best practices in the
delivery of ECM business consultancy.
» Pico scale: Supply side:
» ECM consultants: lack of standards and best practices to do the job.

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Root causes & Opportunities

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Root causes & Opportunities
» Root causes:
» Lack of a practicable model for applying ECM standards and best practices.
» ECM systems are complex.
» The impact of an ECM system implementation is underestimated.
» Opportunities:
» Risk reduction in the ECM strategy.
» Development of ECM business consultancy delivery by Atos Origin.
» Engaging in knowledge collaboration.

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The Design

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ECM consultancy activities
» Creating ECM Awareness
» Executing an ECM Scan
» Designing an Enterprise Architecture
» ECM Requirements Engineering
» ECM Software Selection
» Consultancy during an ECM implementation
» Consultancy during System Operation & Maintenance

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Design to bridge the gap
» Design requirements:
» Implementation independent
» Practicable
» Positioned between standards/best practices
and ECM systems
» Flexible
» Add value for stakeholders
» ECM business consultancy model
» Repository
» Process
» Framework
» Organization

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ECM business consultancy repository

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ECM business consultancy process
» Define Stakeholders
» Define Solution goals
» Define Solution requirements
» Mapping & Selection:
» Map Requirements onto Components
» Rank Components
» Select Components
» Maintain Knowledge Base
» Feedback loops

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ECM business consultancy framework
» Goals
» Requirements
» Technical
» Non-technical
» Components descriptions
» Maturity level
» MoSCoW
» Scoring & Mapping
Metric Description
1
1
1
3ValueOrder [Ordinal] ‘Ad-Hoc’ Workflow, advanced
workflow or BPM capabilities.
3ValueOrder =
(Satisfactory,
Acceptable, Poor)
See Figure C. 3 WfMC basic
process definition meta-model
2
2
3
4
5
3ValueOrder [Ordinal]
3ValueOrder =
(Satisfactory,
Acceptable, Poor)
2
3
4
5
6 Portability
Non-technical factor
Reliability
Usability
Efficiency
Maintainability
Security
Functionality compliance
1 Use of BPEL, BPML, SWAP, WSCI See respective definitions
Use Workflow
Suitability of Data
Accuracy
Interoperability
1
Characteristic
Functionality
Suitability
Suitability of Services

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ECM business consultancy organization
» Model Owner: responsible for facilitating the use and maintenance of the model.
» Domain Experts: monitor change to the ECM domain and feed these back to the
knowledge base in the form of goals and requirements.
» Requirements Engineer; defines stakeholders, goals and solution requirements,
stores them in the SUD repository.
» Component Engineer: maintains the component descriptions in the knowledge
base.

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Implementation

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Implementation
1. Implementation of the ECM business consultancy model.
» Conversion: refine the model.
» Training: train ECM consultants in the use of the model.
» Testing and acceptance: execute a pilot and evaluate/assess the model.
2. Development of ECM business consultancy service products for Atos Origin.
» Service Products must have added value for Atos Origin and its clients.
ID Task Name Resource Names
1 Approval Sponsor
2 Kick off Sponsor
3 Enforcement
4 Arrange enforcement Sponsor
5 Write code of conduct Owner
6 Conversion
7 Coordinate conversion Owner
8 Participate in conversion ECMConsultants
9 Repository
10 Arrange repository Owner
11 Implement repository Owner
12 Arrange model maintenance Owner
13 Training
14 Arrange training Owner
15 Give initial training Owner
16 Follow training ECMConsultants
17 Service Product
18 Arrange service product development Business Development Manager
19 Coordinate/communicate with marketingBusiness Development Manager
20 Develop marketing collateral Business Development Manager
21 Pilot
22 Plan first pilot Owner
23 Execute first pilot ECMConsultants
24 Apply model ECMConsultants
25 Maintain model/feedback ECMConsultants
26 Arrange first focus group review Owner
3-9
Sponsor
3-9
Owner
Owner
ECM Consultants
Owner
Owner
Owner
Owner
Owner
ECM Consultants
Business Development Manager
Business Development Manager
Business Development Manager
Owner
ECM Consultants
ECM Consultants
ECM Consultants
Owner
29 6 14 22 30 8 16 24 1 9 17 25 3 11 19 27 4 12 20 28 5
20 Aug '07 10 Sep '07 1 Oct '07 22 Oct '07 12 Nov'07 3 Dec '07 24 Dec '07 14 Jan '08 4 Feb '08

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The Evaluation

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Evaluation
» Credibility: affirmation by people in the context.
» Transferability: a generic market domain model could be extended with an ECM
domain model.
» Dependability: the ECM business consultancy model is Computation Independent
and is sensitive to changes in the ECM domain.
» Confirmability: the ECM business consultancy model is based on information,
conclusions and interpretations that can be traced back to their sources.

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Conclusions & Recommendations

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Conclusions
Macro and meso scale: market and industries
» The alignment between the demand and supply side in the ECM market is not optimal. The
focus on technology is often too high and an alignment with an ECM user’s strategy is often
missing.
Micro scale: organizations
» The ECM business consultancy model decreases the risks of implementing suboptimal ECM
solutions.
» The starting point for any ECM implementation should be an analysis of stakeholders, goals
and requirements.
» The ECM business consultancy model can (and will) be used by Atos Origin to deliver ECM
solutions with a focus on the strategic level.
Pico scale: individual human beings
» The ECM consultants have affirmed that the ECM business consultancy model fills the
perceived lack of a practicable model for delivering consultancy.

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Recommendations
» Implementations of the ECM business consultancy model.
» Develop one or more service products based on the ECM business consultancy
model; additionally develop a service product or solution concerned with pro-active,
flexible compliance through ECM and Business Process Management (BPM).
» Involve the Atos Origin’s Requirements Definition Center (RDC) in a review of the
ECM domain models as presented in this research.
» Review the ECM Scan based on the knowledge gained from this research.
» Extend the ECM business consultancy model with software architecting according
to the CARE/SA methodology on which the design has been based.
» Perform additional research to include traceability of requirements throughout an
entire ECM implementation.

26. Atos, Atos and fish symbol, Atos Origin and fish symbol, Atos Consulting, and the fish itself are registered trademarks of Atos Origin SA. August 2006
© 2006 Atos Origin. Confidential information owned by Atos Origin, to be used by the recipient only. This document or any part of it, may not be reproduced, copied,
circulated and/or distributed nor quoted without prior written approval from Atos Origin.
For more information please contact:
Nicole van den Wildenberg
m +31 (0)6 51 40 46 30
nicole.vandenwildenberg@atosorigin.com
Atos Origin Nederland B.V.
Papendorpseweg 93
3528 BJ, Utrecht
www.atosorigin.com