Develop an Enterprise Content Management Strategy and Roadmap

Organize your documents and files to make your content findable.

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Information that is not managed and leveraged means potential risk and lost opportunities to excel and potential risk.

  • Time-consuming and manual processing of documents
  • Unauthorized access to private information
  • Poor customer service and turnaround time
  • Legal risk of removing records too soon or not at the legal retention time
  • Damage to corporate image because of using an outdated, pre-digital approach for important business records.

A practical and thoughtful program helps you to understand which of the many ECM possibilities are right for you, how to navigate a dynamic and complex technology marketplace, and where you’re going and where to start.

  • Get the most out of your ECM investment.
  • Open new opportunities such as automation and personalized experiences by making the transition from folder and subfolder culture to powerful metadata-driven information services.
  • Employees can redirect their time from administrative document handling to innovation or customer service.
  • Understand and track what you have so that authorized users have appropriate access to valuable knowledge.
  • Save costs by maintaining a decluttered document set.

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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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Module 1: Establish Business Context and Value

The Purpose

Understand the business opportunities and use cases.

Key Benefits Achieved

  • Pinpoint the business opportunities for and scope of the ECM solution.
  • Understand scenarios and stakeholders in key ECM use cases to inform decisions about the solution.

Activities: Outputs:
1.1 Conduct use case analysis.
  • ECM use cases
1.2 Conduct business capability mapping.
  • Key business areas in scope
1.3 Identify the ECM vision and mission.
  • ECM vision and mission statements

Module 2: Understand Current ECM Capabilities and Plot Target-State Levels

The Purpose

  • Understand ECM operations.
  • Understand current ECM capabilities and maturity: governance, information architecture, processes/workflows, systems architecture.
  • Identify target-state ECM capabilities.

Key Benefits Achieved

  • Define the flow of documents and information landscape. to identify opportunities
  • Provide clear guidelines to users about appropriate use of technology.
  • Create a map to plan and check integrations.

Activities: Outputs:
2.1 Review and analyze the information management landscape.
  • System landscape
2.2 Define where the files will originate and what the flow is (lifecycle).
  • Guidelines about the location and flow of information.
2.3 Define the scope of the ECM strategy and project.
  • ECM project charter with scope and RACI

Module 3: Plan ECM Work Initiatives

The Purpose

  • Define work initiatives to achieve target state.
  • Set metrics to measure success.
  • Define governance and operating models.

Key Benefits Achieved

  • Focus on and invest in most important capabilities for the most impact and ROI.
  • Clear direction and metrics for success.

Activities: Outputs:
3.1 Evaluate and prioritize performance gaps and opportunities.
  • Target-state ECM initiatives
3.2 Develop and consolidate ECM target-state initiatives.
  • Target-state ECM governance framework
3.3 Develop target-state ECM operating model.
  • Target-state ECM operating model

Module 4: Formulate a Plan to Get to Your Target State

The Purpose

  • Build initiatives into a plan with responsibilities and timing.
  • Define immediate next steps.

Key Benefits Achieved

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

Activities: Outputs:
4.1 Identify and prioritize next steps.
  • Initialized ECM strategy project roadmap
4.2 Define roles and responsibilities and complete a high-level RACI.
  • Initialized RACI
4.3 Wrap up and discuss next steps and post-workshop support.
  • Options for continued Info-Tech support
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