This document discusses taking a pragmatic approach to enterprise content management (ECM) and human capital management (HCM). It advocates focusing on usability, solving business problems, and agile project management. It also discusses using state-based workflows to model applicant, probation, and employment lifecycles. Strategies proposed include aligning IT with business goals, taking an integrative view to account for different perspectives, and applying pragmatic best practices like engaging stakeholders and having an outcome orientation.

1. The Pragmatic Approach To ECM
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Event # 920647891
12 December 2012

2. What’s Your Approach?
‣ Usability is the gold standard
‣ High impact activities are why people invest
‣ Solving a business problem
• Revenue generating
• Revenue/ resource protecting
• Compliance ensuring
‣ Agile project management methodology

3. Pragmatic Approach

4. Drinking Our Own Champagne
‣ Infrastructure versus business
• Dramatic tension
‣ Alignment
• The business of IT is business

5. Alignment Is A Journey

6. Drinking Our Own Champagne
‣ Vision: “Becoming the ECM vendor of
choice, world-wide”

7. Drinking Our Own Champagne
‣ Strategy: evaluate resources
• Strategically increase headcount
• Make successful hires
• Ensure training/certification occurs
• Transparency into process
• Prompt lifting of probation and benefit
enrollment

8. Business Vision

9. Disruption
‣ Communication bogged down in email
‣ Hiring process is long and painful
‣ Certification compliance is uneven
‣ We need to grow to support our channel

10. It’s All Around
‣

11. Absolutely:

12. Problem That Needed To Be Solved
‣ We cannot route the individual from
candidate state through certified
employee, who is enrolled in the benefits
package of their choice, without delays in
the process

13. Many Ways To View Process

14. Enterprise Adoption

15. Integrative View Accounts For Different Perspectives
‣ Process
‣ Information
‣ Organization

16. Pragmatic Workflow

17. Pragmatic Agile Approach

18. State-Based Workflows
‣ Workflow in a given state and waiting for
events to move it into another state
‣ Target is every other state in the workflow

19. State-Based Workflows
‣ “If database systems are like a
respected, wise man telling a clear
story, then workflow must be a bunch of
spoiled brats shouting their own truth at
each other”
-Tom Bayeans

20. HCM
‣ Document-driven Human Capital Management
(HCM) is a strategic approach to integrating
people management with systems, data and
applications across the enterprise
‣ Goals of HCM include holistic human resource
views and elimination of silos and isolated tools
and processes

21. Human Capital Management

22. Applicant State Workflow

23. Probation State Workflow

24. Employment Lifecycle State Workflow

25. Human Capital Management

26. Same ‘Ole

27. New Direction

28. Complexity
‣ In the eye of the beholder
‣ Impact of systems on non-social
phenomena

29. Pragmatic Best Practices
‣ Engage the business upfront
‣ Outcome orientation focused on impact
‣ Vision, strategy and problem statement

30. Pragmatic Content-Driven Workflows

31. Questions?