Select and Implement an Enterprise Content Management Solution
Understand the ECM vendor market, make an informed decision, and take a bottom-up, process-based approach for an agile solution implementation.
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Implementing an ECM solution without a plan leads to:
- Recreating the sins of the past with regards to information organization.
- Inconsistent designs, standards, and expectations.
- Poor adoption and high operational costs.
Planning your ECM solution implementation upfront leads to:
- Systematic and repeatable capability roll-outs.
- Consistent designs, standards, and expectations.
- High adoption rates and low maintenance costs.
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Onsite Workshops offer an easy way to accelerate your project. If you are unable to do the project yourself, and a Guided Implementation isn’t enough, we offer low-cost onsite delivery of our Project Workshops. We take you through every phase of your project and ensure that you have a road map in place to complete your project successfully.
Book NowModule 1: Structure the Vendor Selection Project
The Purpose
- Level-set facilitator and workshop participant understanding of organizational context and objectives, workshop itinerary, and ECM solution vision and mission.
Key Benefits Achieved
- Unambiguous ECM solution selection project plan.
- Organizational consensus on ECM solution vision and mission.
| Activities: | Outputs: | |
|---|---|---|
| 1.1 | Workshop introduction and overview of activities. |
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| 1.2 | Complete organizational context assessment to level-set understanding. |
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| 1.3 | Review and finalize project drivers, objectives, and timelines. |
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| 1.4 | Determine ECM solution vision and mission statements. |
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Module 2: Gather ECM Functional Requirements and Perform Gap Analysis
The Purpose
- Determine what the business needs to get out of the ECM solution.
- Identify which ECM use cases are a focus for the organization.
Key Benefits Achieved
- Business and ECM solution alignment.
- Understand vendor performance relative to ECM use cases.
| Activities: | Outputs: | |
|---|---|---|
| 2.1 | Gather ECM business requirements from stakeholders (as per scope of workshop) through interviews and focus groups. |
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| 2.2 | Perform ECM use-case assessment. |
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| 2.3 | Review use-case results with relevant stakeholders. |
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| 2.4 | Review vendor strengths and weaknesses relative to use-case assessment. |
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Module 3: Develop RFP and Plan Selection Process
The Purpose
Draft an RFP to support the ECM solution selection process.
Key Benefits Achieved
ECM use case defined.
| Activities: | Outputs: | |
|---|---|---|
| 3.1 | Translate business requirements into functional and technical ECM solution requirements. |
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| 3.2 | Shortlist ECM vendors. |
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| 3.3 | Determine vendor selection due diligence and timelines. |
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| 3.4 | Develop RFP in alignment with selection due diligence. |
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Module 4: Build Consensus for Vendor Selection Project
The Purpose
Build consensus for the ECM vendor selection project among key stakeholders in your organization.
Key Benefits Achieved
Buy-in from key stakeholders for your ECM solution selection project.
| Activities: | Outputs: | |
|---|---|---|
| 4.1 | Meet with project manager to discuss workshop results, action items, and next steps. |
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| 4.2 | Present a workshop debrief to seniors and stakeholders. |
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