Using a five-step process, this tool will assist you in creating a comprehensive roadmap that will address improvement opportunities and realize your visions for the future state of the ECM capability in your organization. Along with the thought models and frameworks provided in the PowerPoint deck, this Excel tool will guide you through the following activities:

  1. Input Stakeholders: Defining the stakeholder groups that are in scope of your ECM strategy.
  2. IO Register: Determining the improvement opportunities that exist within each stakeholder group.
  3. Root-Cause Analysis: Identifying the root causes underlying stakeholders' improvement opportunities.
  4. WI Selection: Determining the value of work initiatives as they relate to realizing your ECM future-state visions.
  5. WI Scoping: Assigning roles and timing to each ECM roadmap work initiative.

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