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Develop an Enterprise Content Management Strategy and Roadmap

Organize your documents and files to make your content findable.

  • The volume of organizational content continues to grow exponentially. As a result, the need for an ECM strategy is increasingly apparent in organizations everywhere – on its own or as part of broader information management.
  • The lack of an ECM body of knowledge for developing ECM strategies and capabilities makes defining a roadmap a challenging, if not impossible, endeavor for non-experts.

Our Advice

Critical Insight

  • ECM is critical to organizational survival. ECM underpins effective information management which is vital to surviving and thriving in the Digital Revolution.
  • Engage many hands to make light work. Changing your ECM capabilities is about changing organizational behavior; take an all-hands-on-deck approach to make the most of information gathering, create a vested interest, and secure buy-in.
  • ECM is a living, breathing thing. World-class ECM capabilities are not built overnight; be realistic about what you can achieve in this iteration based on your maturity.

Impact and Result

  • Establish a starting point, and determine what is in scope for your ECM strategy.
  • Conduct an operational assessment to find out what your people need.
  • Create a roadmap that will bring your future-state ECM capability visions to life.
  • Kick start project execution with a comprehensive ECM roadmap execution toolkit.

Develop an Enterprise Content Management Strategy and Roadmap

Start here – read the Executive Brief

Read our concise Executive Brief to find out why you should develop an ECM strategy and roadmap, review Info-Tech’s methodology, and understand the four ways we can support you in completing this project.

1. Kick off the ECM strategy project

Define the scope of your ECM strategy, outline strategic objectives, assign roles and responsibilities, and gain project approval.

2. Understand the current ECM operations and determine the future ECM capability

Conduct an ECM operational assessment, identify improvement opportunities, and determine future-state visions for your ECM capability.


Member Testimonials

After each Info-Tech experience, we ask our members to quantify the real-time savings, monetary impact, and project improvements our research helped them achieve. See our top member experiences for this blueprint and what our clients have to say.

9.0/10


Overall Impact

$34,016


Average $ Saved

24


Average Days Saved

Client

Experience

Impact

$ Saved

Days Saved

LION

Workshop

8/10

$30,750

50

CAF - Corporacion Andina de Fomento

Guided Implementation

10/10

$12,399

20

Knights of Columbus

Workshop

9/10

N/A

14

Trinidad / Benham Corporation

Guided Implementation

9/10

$58,899

10

ActivEdge Technologies Limited

Guided Implementation

8/10

$12,399

20

Mohawk Council of Kahnawake

Guided Implementation

9/10

$25,000

20

Westoba Credit Union Limited

Workshop

8/10

$50,000

47

Dark Fibre Africa

Guided Implementation

10/10

N/A

N/A

Cross Country Mortgage, Inc.

Guided Implementation

10/10

$61,979

20

Long Beach Transit

Guided Implementation

10/10

N/A

N/A

ArcBest Technologies

Workshop

8/10

N/A

N/A

College of the Ozarks

Guided Implementation

10/10

$6,000

14

Orange County Sanitation Districts

Guided Implementation

8/10

$12,776

10

Cross Country Mortgage, Inc.

Guided Implementation

10/10

N/A

N/A

Arizona Western College

Guided Implementation

10/10

N/A

N/A

City of Leduc

Guided Implementation

9/10

$27,500

20

Apogee Enterprises, Inc

Guided Implementation

8/10

N/A

N/A

AgCountry Farm Credit Services

Workshop

9/10

$12,399

10

City of Leduc

Guided Implementation

8/10

N/A

N/A

City of Toronto

Guided Implementation

9/10

N/A

20

City of Houston Department of Aviation

Workshop

10/10

$1.27M

120

Canadian Stewardship Services Alliance Inc. (CSSA)

Workshop

10/10

$16,000

10


Onsite Workshop: Develop an Enterprise Content Management Strategy and Roadmap

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 roadmap in place to complete your project successfully.

Module 1: Level Set Workshop

The Purpose

Level set understanding of current ECM maturity and existing ECM capabilities.

Key Benefits Achieved

Contextualized organizational ECM capabilities enable proper project kick-off.

Activities

Outputs

1.1

Establish workshop goals and success factors.

1.2

Review organizational objectives and priorities.

1.3

Identify objectives for ECM strategy.

1.4

Determine the ECM operating model and identify priority areas.

  • ECM Operating Model
1.5

Introduce project charter.

  • ECM Strategy Development Project Charter

Module 2: Define Future-State Visions

The Purpose

Design the future state of core ECM capabilities.

Key Benefits Achieved

Documented, graphic representation of future-state visions.

Activities

Outputs

2.1

Determine root causes of ECM improvement opportunities.

2.2

Understand relevant ECM capability areas.

2.3

Visualize ideal future state for ECM capability areas.

  • Future-State Summary Graphics

Module 3: Conduct Operational Assessment

The Purpose

Gather information at the stakeholder and organization levels to identify improvement opportunities.

Key Benefits Achieved

Thorough understanding of current state and gaps in existing ECM operations.

Activities

Outputs

3.1

Review and revise the ECM operating model.

3.2

Conduct ECM operational footprint assessment(s).

3.3

Conduct ECM information lifecycle assessment(s).

  • Operational Assessment Documentation
3.4

Summarize and consolidate ECM improvement opportunities.

  • ECM Improvement Opportunities Register

Module 4: Select and Scope Work Initiatives

The Purpose

  • Select work initiatives for inclusion in the ECM roadmap.
  • Scope work initiative RACI and timelines.

Key Benefits Achieved

Detailed outline of work initiatives necessary to assemble roadmap and identify execution tools.

Activities

Outputs

4.1

Review and revise ECM future-state summary graphics.

4.2

Understand ECM roadmap work initiatives related to each ECM capability area.

4.3

Evaluate and select work initiatives for inclusion in roadmap.

  • ECM Roadmap Work Initiative Action Plans (initial drafts)
4.4

Assign stakeholder roles and determine order and timing for work onitiatives.

Module 5: Build Roadmap and Assemble Execution Toolkit

The Purpose

Assemble roadmap using work initiatives previously selected and scoped.

Key Benefits Achieved

  • Detailed action plan to execute ECM strategy.
  • Valuable resources identified to assist in strategy execution.

Activities

Outputs

5.1

Review and revise ECM roadmap work initiative action plans.

5.2

Identify and understand priority work initiatives.

5.3

Review and understand related tools and templates in Info-Tech’s ECM execution toolkit.

5.4

Assemble customized three-level ECM roadmap and execution toolkit.

  • Three-Level ECM Roadmap
  • ECM Roadmap Execution Toolkit

About Info-Tech

Info-Tech Research Group is the world’s fastest-growing information technology research and advisory company, proudly serving over 30,000 IT professionals.

We produce unbiased and highly relevant research to help CIOs and IT leaders make strategic, timely, and well-informed decisions. We partner closely with IT teams to provide everything they need, from actionable tools to analyst guidance, ensuring they deliver measurable results for their organizations.

Member Rating

9.0/10
Overall Impact

$34,016
Average $ Saved

24
Average Days Saved

After each Info-Tech experience, we ask our members to quantify the real-time savings, monetary impact, and project improvements our research helped them achieve.

Read what our members are saying

What Is a Blueprint?

A blueprint is designed to be a roadmap, containing a methodology and the tools and templates you need to solve your IT problems.

Each blueprint can be accompanied by a Guided Implementation that provides you access to our world-class analysts to help you get through the project.

Need Extra Help?
Try Our Guided Implementations

Get the help you need in this 3-phase advisory process. You'll receive 9 touchpoints with our researchers, all included in your membership.

Guided Implementation #1 - Kick off the ECM strategy project
  • Call #1 - Scope ECM operating model and identify priorities and objectives.
  • Call #2 - Determine stakeholder perspectives required for information gathering.
  • Call #3 - Schedule stakeholder group information gathering sessions.

Guided Implementation #2 - Understand the current ECM operations and determine the future ECM capability
  • Call #1 - Understand operational assessment activities and elicitation guides.
  • Call #2 - Review and understand operational assessment outputs.
  • Call #3 - Understand ECM capability areas.

Guided Implementation #3 - Develop, socialize, and execute the ECM roadmap
  • Call #1 - Review ECM future-state visions.
  • Call #2 - Understand ECM roadmap work initiatives.
  • Call #3 - Review ECM strategy roadmap.

Contributors

  • Andrew Lin, Technical Product Manager, Tax Analysts
  • Astoria Luzzi, Masters of Information Graduate, University of Toronto
  • Chris Whiting, Solutions Architect, APA Group
  • Dan Elam, Vice President, Contoural
  • Deborah Ochsenreiter, IT Systems Analyst, SDFCU
  • Hemant Prasad, CEO, Crest Business Solutions Pte Ltd.
  • Ilidia Sa Melo, Deputy City Clerk, Manager of Information Management and Archives, City of Cambridge
  • Issam M. Ali, Information Management Consultant, Do IT Right
  • Jack Hakimian, Director, Digital Technology, Sun Life Financial
  • Scott Schieber, Manager, IT Applications Development, Blue Bird Corporation
  • Shajehan Rao, CEO/ECM Consultant, Kheprisoft
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