Sheet1RFP RUBRICMaxYour
PointsClear Statement of Work including success criteria (Clear deliverables of specific element of project being procured) 20Timeline for Submittal of Proposal10Manner in which to handle questions (specific manner of answering questions from all vendors)10Timeline with milestones10Evaluation Criteria10Type of Contract that should be proposed10Consistent template for vendor responses 20Award Date10100
Running Head: ENTERPRISE DATA MANAGEMENT 1
Running Head: ENTERPRISE CONTENT MANAGEMENT 2
Enterprise Data Management, IT621
Enterprise Content Management and Data Governance Policies and Procedures Manual
Ronald Averion
October 06, 2019
Table of Contents
Project Outline and Requirements 1
Organization Description 2
Content Requirements 2
Content Categories 3
Associated Regulations 3
Data Protection 3
Implementation Life Cycle 4
Stages 5
Requirements 6
Planning 6
Development 6
Review 6
Implementation 6
Follow-up 6
Time Line 6
Information Infrastructure Evaluation 7
Information Infrastructure Improvements 8
Data Governance Evaluation 9
Data Governance Improvements 10
Implementation Plan 11
[Type here]
Organization and Project Selection
The first step will be to select an organization (choose an organization or make one up.) as the target for your Enterprise Content Management and Data Governance Policies and Procedures Manual. This organization will be used as the basis for each of the assignments throughout the course and should conform to the following guidelines:
· Nontrivial: The organization should be large enough and should deal with sufficient amounts of data to allow reasonable exercise of the enterprise content management and data governance policies and procedures that you develop in your manual. Note that the organization should be similar to the organization presented in the Problem Based Learning Scenario, but the company does not have to be a consulting company. The company should, however, deal with clients and some of their sensitive data. The organization can be fictional if necessary, and appropriate assumptions may be made.
· Domain knowledge: You should be familiar enough with the organization to allow focus on the project tasks without significant time required for domain education.
· Accessibility: You should have good access to the people and other information related to the project because this will be an important part of the process.
· Note: The selected organization may already have an enterprise content management system in place and can still be used as the basis for the projects in this course.
Select an organization that meets these requirements, and submit your proposal to your instructor before proceeding further with the assignments in the course. Approval should be sought within the first several days of the course. Your instructor will tell you how to submit this proposal and what notification will be given for project approval.
Assignment
For the assignments in this c.
Sheet1RFP RUBRICMaxYour PointsClear Statement of Work including .docx
1. Sheet1RFP RUBRICMaxYour
PointsClear Statement of Work including success criteria
(Clear deliverables of specific element of project being
procured) 20Timeline for Submittal of Proposal10Manner in
which to handle questions (specific manner of answering
questions from all vendors)10Timeline with
milestones10Evaluation Criteria10Type of Contract that should
be proposed10Consistent template for vendor responses
20Award Date10100
Running Head: ENTERPRISE DATA MANAGEMENT 1
Running Head: ENTERPRISE CONTENT MANAGEMENT 2
Enterprise Data Management, IT621
Enterprise Content Management and Data Governance Policies
and Procedures Manual
Ronald Averion
October 06, 2019
Table of Contents
Project Outline and Requirements 1
Organization Description 2
Content Requirements 2
Content Categories 3
2. Associated Regulations 3
Data Protection 3
Implementation Life Cycle 4
Stages 5
Requirements 6
Planning 6
Development 6
Review 6
Implementation 6
Follow-up6
Time Line6
Information Infrastructure Evaluation 7
Information Infrastructure Improvements 8
Data Governance Evaluation 9
Data Governance Improvements 10
Implementation Plan 11
[Type here]
Organization and Project Selection
The first step will be to select an organization (choose an
organization or make one up.) as the target for your Enterprise
Content Management and Data Governance Policies and
Procedures Manual. This organization will be used as the basis
for each of the assignments throughout the course and should
conform to the following guidelines:
· Nontrivial: The organization should be large enough and
should deal with sufficient amounts of data to allow reasonable
exercise of the enterprise content management and data
governance policies and procedures that you develop in your
manual. Note that the organization should be similar to the
organization presented in the Problem Based Learning Scenario,
but the company does not have to be a consulting company. The
3. company should, however, deal with clients and some of their
sensitive data. The organization can be fictional if necessary,
and appropriate assumptions may be made.
· Domain knowledge: You should be familiar enough with the
organization to allow focus on the project tasks without
significant time required for domain education.
· Accessibility: You should have good access to the people and
other information related to the project because this will be an
important part of the process.
· Note: The selected organization may already have an
enterprise content management system in place and can still be
used as the basis for the projects in this course.
Select an organization that meets these requirements, and
submit your proposal to your instructor before proceeding
further with the assignments in the course. Approval should be
sought within the first several days of the course. Your
instructor will tell you how to submit this proposal and what
notification will be given for project approval.
Assignment
For the assignments in this course, you will be developing an
Enterprise Content Management and Data Governance Policies
and Procedures Manual that defines the policies and procedures
for management and governance of data and content within the
organization. Your first task in this process will be to select an
organization to use as the basis of your research and analysis
for each of the assignments in the course. You will also create
the shell document for the final project deliverable that you will
be working on during each unit. As you proceed through each
project phase, you will add content to each section of the final
document to gradually complete the final project delivery (this
is the Key Assignment). Appropriate research should be
conducted to support the development of your document, and
assumptions may be made when necessary.
The following are the project deliverables:
· Enterprise Content Management and Data Governance Policies
and Procedures Manual document shell
4. · Use Word
· Title Page
· Course number and name
· Project name
· Student name
· Date
· Table of Contents
· Use an autogenerated TOC.
· It should be on a separate page.
· It should be a maximum of 3 levels deep.
· Be sure to update the fields of the TOC so it is up-to-date
before submitting your project.
· Section Headings (create each heading on a new page with
TBD as content except for sections listed under New Content
below)
· Project Outline and Requirements (Week 1 work on this)
· Implementation Life Cycle (Week 1 work on this)
· Information Infrastructure Evaluation (Week 2 add to the shell
explain briefly)
· Information Infrastructure Improvements (Week 3 add to the
shell explain briefly)
· Data Governance Evaluation (Week 4 add to the shell explain
briefly)
· Data Governance Improvements (Week 5 add to the shell
explain briefly)
· Implementation Plan (Week 5 add to the shell explain briefly)
· New Content
· Project Outline and Requirements (work on this portion)
· Provide a brief description of the organization (can be
hypothetical) that will be used as the basis for the projects in
the course.
· Include company size, location(s), and other pertinent
information.
· The organization should be involved in dealing with clients
and some of their sensitive information.
· Summarize the content requirements for the organization,
5. including the major categories of content and regulations that
might apply to the organization’s content. Material can be taken
from an approved proposal that is submitted to the instructor.
· Implementation Life Cycle (work on this portion)
· Thoroughly describe the life cycle that will be used to
implement the ECM and data governance policies and
procedures.
· Each stage of the life cycle should include significant detail
and demonstrate a broad understanding of the implementation
requirements.
Worked Example (ATTACHED)
Please refer to the Worked Example below for an example of
this assignment based on the Problem-Based Learning Scenario.
The worked example is not intended to be a complete example
of the assignment but will illustrate the basic concepts required
for completion of the assignment and can be used as a general
guideline for your own project. Your assignment submission
should be more detailed and specific and should reflect your
own approach to the assignment rather than just following the
same outline provided in the worked example.
· provide an overall description of the company where the
system will be deployed, and the project requirements as
outlined in the assignment should be thorough and well-written.
· Key areas should be described well and should include a list
of products or services provided by the company and the
company's size, location(s), and other pertinent information.
· Students should provide a summary of the content
requirements for the organization and the major categories of
content and regulations that might apply to the organization’s
content.
· Students should provide a description of the life cycle to be
used for the enterprise content management (ECM)
6. implementation. Each stage of the life cycle should include
significant detail and demonstrate a broad understanding of the
implementation requirements.
· The report should be formatted according to APA guidelines.
ORGANIZATION CONSULTANTS
Enterprise Content
Management and Data
Governance Policies and
Procedures Manual
Week 1: Enterprise Data Management Concepts
<name>
[Pick the date]
This manual contains the policies and procedures for the formal
management of the organization and
the storage of an organization's valuable content and documents
that are related to business processes.
The manual also outlines the formal policies and processes that
enforce data quality, management, and
policies, and business process management and risk
management.
9. .. 7
Data Governance Improvements (Week 5 TBD)
........................................................................................... 8
Implementation Plan (Week 5 TBD)
...............................................................................................
.............. 9
Enterprise Content Management and Data Governance Policies
and Procedures Manual
Organization Consultants Page 1
Project Outline and Requirements (Week 1)
Organization Description
Organization Consultants consults with businesses to help them
manage organizational change.
Consulting services include planning and managing growth,
rightsizing, and reorganization. Benefits
include better organizational agility, a better understanding of
how they are organized, and better
planning for the future.
Organization Consultants has served clients for 10 years from
its California office and currently employs
10. 75 people, including 40 organizational consultants.
Approximately half of the consultants operate from
remote locations throughout the country and in 5 international
locations. These consultants work from
their homes and through Internet-based connections to the home
office.
Content Requirements
Although Organization Consultants is highly qualified in
organizational planning, it is not good at
managing its own data during a stage of rapid growth for the
company. The company has determined it
needs a qualified consultant who can develop an Enterprise
Content Management (ECM) and Data
Governance Policies and Procedures Manual to help the
company improve its management of important
company data.
Proper resources have been allocated for the project, and
several key goals have been set:
1. Evaluate the enterprise information infrastructure and content
management processes for the
company.
2. Develop processes for enterprise content management.
3. Design the enterprise information infrastructure for the
company.
4. Evaluate the data governance policies and procedures of the
company.
5. Develop data governance policies and procedures for the
company.
As a first step in the process of evaluation, the content
11. requirements for the company must be
identified. The content requirements will include the major
categories of content and regulations that
might apply to the organization’s content. A review was
conducted, and the following results were
obtained.
Content Categories
The following major content categories were identified through
a review of existing documents,
databases, and interviews with the information technology (IT)
manager:
Unstructured Content
Unstructured content includes any data held and processed by
the company that do not have a formal
format or data storage mechanism. This content may be
important to the company and should be
formally identified, stored, and protected if deemed to be
important to the operation of the company.
• Electronic Unstructured Data
o E-mail, instant messages, text documents, spreadsheets,
meeting recordings, etc.
• Electronic Forms
• Paper Documents/Forms
12. Structured Content
Structured content includes information that is formally stored
and processed by the company. The
following major categories of structured content were
identified:
• Accounting Database: Includes all company accounting
information
• Human Resources (HR) Database: Includes employee records,
payroll and benefits information,
organization structure information, and employee training plans
and records
• Client Database: Includes client information, clients’
organizational information (organization
charts), employee structure and personal information, pay
status, training information,
company plans for up- and down-sizing, and consulting reports
• Support Database: Includes support tickets and knowledge
database
• Web: All content for the company’s Web site, including the
Web site proper and all associated
databases
Associated Regulations
Some of the regulations regarding data held by the company
will depend on the client organizations it
consults with. The nature of this organizational consulting
provided to clients will often require access to
and storage of sensitive HR information from the client
company, which could fall under the auspices of
13. the Health Insurance Portability and Accountability Act
(HIPAA) and/or the Gramm-Leach-Bliley Act.
In addition, some clients may have information that is protected
under security regulations. This might
be typical of government agencies, some of which are clients of
the company. There will also be,
depending on the client, contractual obligations to protect
certain data according to the client’s
requirements.
Data Protection
Data protection includes security and data archiving. Sensitive
data must be properly protected, and the
company’s data must be properly stored for disaster protection
purposes.
Implementation Life Cycle (Week 1)
One of the key aspects of a successful project is the
identification and use of an implementation life
cycle. This section of the report will describe the life cycle to
be used for this project and will present the
major tasks and time line for execution of the plan.
This project is considered to be a linear project without the need
to cycle between stages, so a standard
waterfall life cycle will be used. The stages will include the
following:
1. Requirements
14. 2. Planning
3. Development
4. Review
5. Implementation
6. Follow-up
Stages
Each stage of the project is described below. It will be
important for the project participants to
understand these phases so they each will contribute and
participate appropriately.
Requirements
Each of the major content areas of the company will be
examined and documented. Storage
requirements will be determined, and security requirements will
be identified.
Planning
The complete project will be planned in detail with all
participants and tasks identified with an
associated time line.
Development
The ECM and Data Governance Policies and Procedures Manual
will be developed by the consultant with
the assistance of appropriate company personnel.
Review
Key personnel—including the chief executive officer (CEO),
chief information officer (CIO), IT manager,
15. HR manager, client support, and company consultants—will
review the draft manual and assist in
modifications to produce the final manual.
Implementation
Implementation will require several activities:
• Development of the ECM and Data Governance Policies and
Procedures Manual
• Development and testing of systems, infrastructure, and
supporting materials to support the
plan
• Development and administration of training for all
stakeholders who will use the systems,
policies, and procedures
• Rollout to live systems
Follow-up
Follow-up will be conducted on an ongoing basis. Key systems
will be reviewed to determine if the
policies and procedures are working efficiently and sufficiently
to meet the goals for the plan. Changes
to the systems, policies, and procedures will be made as needed.
Time Line
• Requirements: Weeks 1– 4
• Planning: Weeks 5–6
16. • Development: Weeks 7–12
• Review: Weeks 13–15
• Implementation: Weeks 16 –24
• Follow-up: Ongoing after implementation
Information Infrastructure Evaluation (Week 2 TBD)
Information Infrastructure Improvements (Week 3 TBD)
Data Governance Evaluation (Week 4 TBD)
Data Governance Improvements (Week 5 TBD)
![Associated Regulations 3
Data Protection 3
Implementation Life Cycle 4
Stages 5
Requirements 6
Planning 6
Development 6
Review 6
Implementation 6
Follow-up6
Time Line6
Information Infrastructure Evaluation 7
Information Infrastructure Improvements 8
Data Governance Evaluation 9
Data Governance Improvements 10
Implementation Plan 11
[Type here]
Organization and Project Selection
The first step will be to select an organization (choose an
organization or make one up.) as the target for your Enterprise
Content Management and Data Governance Policies and
Procedures Manual. This organization will be used as the basis
for each of the assignments throughout the course and should
conform to the following guidelines:
· Nontrivial: The organization should be large enough and
should deal with sufficient amounts of data to allow reasonable
exercise of the enterprise content management and data
governance policies and procedures that you develop in your
manual. Note that the organization should be similar to the
organization presented in the Problem Based Learning Scenario,
but the company does not have to be a consulting company. The](data:image/gif;base64,R0lGODlhAQABAIAAAAAAAP///yH5BAEAAAAALAAAAAABAAEAAAIBRAA7)