Develop an ECM Strategy and Roadmap

Gain the confidence of organizational stakeholders with a practical plan and toolkit to realize your enterprise content management (ECM) vision.

Onsite Workshop

Implementing an ECM capability without a plan can result in:

  • Over- or under-investment in an ECM solution.
  • Missed critical improvement opportunities.
  • Poor adoption and high operational costs.

Upfront implementation planning leads to:

  • A right-sized ECM capability.
  • Comprehensive understanding of organizational ECM needs.
  • Increased ownership and user adoption throughout the organization.

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

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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.

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