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Piergiorgio Lucidi, profile picture
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Smart Alfresco ECM Program Strategy for Your New Success Story

The document outlines a strategic approach for implementing an ECM program, emphasizing the importance of management participation, stakeholder assessment, and technology evaluation across various phases. It highlights best practices, such as effective communication and requirement gathering, to avoid common pitfalls like poor understanding and unsupported platforms. The strategy encourages iterative development and the importance of training and feedback throughout the process to ensure successful adoption and evolution of the ECM system.

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Smart Alfresco ECM Program Strategy for Your New Success Story Piergiorgio Lucidi
Learn. Connect. Collaborate. ECM - A critical journey Complex • Content • Process Scenarios • Skills / Core business • Departments / Stakeholders Communication • Requirements gathering • Understimations
Learn. Connect. Collaborate. ECM Program Strategy: reliable approach Community effort by AIIM Suggestions and best practices Build guidelines for your project Based on International Standards Documentation for each sprint
Learn. Connect. Collaborate. International Standards Don’t reinvent the wheel • Created by experts around the world Trust in statistics • Issues are always the same • Some scenarios can be guided with prototypes PoC with Vision • Coding without context hurts • Code is easy, people are hard
Learn. Connect. Collaborate. Avoiding caos Project Vision Stakeholder Views Technology adoption Testing Training 1
Learn. Connect. Collaborate. MIKE2 Open Source Methodology
Learn. Connect. Collaborate. ECM Program Strategy - Phases Management participation Assessment Technology assessment Development Rollout Training
Learn. Connect. Collaborate. Phase 1 – Management participation Business strategy KPIs and metrics Organizational Change Strategy Identify Champions User Experience
Learn. Connect. Collaborate. Phase 2: Assessment Iterative approach Stakeholder views Gap analysis Project scope 2
Learn. Connect. Collaborate. Phase 3: Technology assessment Integrations Architecture Extensions Information Management Content lifecycle Migration UX Middleware
Learn. Connect. Collaborate. Phase 4 - Development Iterative PoC oriented approach Identity Management Content & Rules Modeling Repository Extensions Processes Integrations Unit & Integration Tests
Learn. Connect. Collaborate. Phase 5: Rollout Unit test execution Integration tests execution Change management procedures Technical training User training
Learn. Connect. Collaborate. Phase 6 – Training / Evolution / Maintenance • System administration • Development Training • Platform • Environment Upgrade Strategy • Extensions • New applications • Scaling out Evolution 3
Learn. Connect. Collaborate. Caos & statistics - Understimation Caos Processes Unsupported platforms Poor requirements understanding Migration Communication
Learn. Connect. Collaborate. Migration – Software architecture Content Modeling Workflow instances Functionalities Authorities Migration
Learn. Connect. Collaborate. Migration – Storage architecture Content Storage BPM Storage Applications Tier Identity Storage Migration
Learn. Connect. Collaborate. Processes – Best Practices 4-eyes principle Escalation Recovery loop Significant task 4
Learn. Connect. Collaborate. Unsupported platforms Environment Adoption KPIs Metrics Feedback Improvement Goals
Learn. Connect. Collaborate. Poor requirements understanding • Listen! • Share Guide Lines • Share Stakeholder Views Gathering • Match requirements • Vertical matching • Horizontal matching Elaborate feedback • Champions • White paper for any new app released • Ask for feedback Share the Vision
Learn. Connect. Collaborate. Communication Code is easy, people are hard Different skills Communication protocol PrioritiesTraining Visibility
Learn. Connect. Collaborate. Final suggestions Don't start implementing immedially Change your point of view Build the ECM Program Strategy Ask for feedback Iterate vertically on sprints Unit and integrations tests
THANK YOU J Smart Alfresco ECM Program Strategy for Your New Success Story