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- Damage to corporate image because of using an outdated, pre-digital approach for important business records.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.
Book NowModule 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: | |
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| 1.1 | Conduct use case analysis. |
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| 1.2 | Conduct business capability mapping. |
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| 1.3 | Identify the ECM vision and mission. |
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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. |
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| 2.2 | Define where the files will originate and what the flow is (lifecycle). |
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| 2.3 | Define the scope of the ECM strategy and project. |
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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. |
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| 3.2 | Develop and consolidate ECM target-state initiatives. |
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| 3.3 | Develop target-state ECM operating model. |
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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. |
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| 4.2 | Define roles and responsibilities and complete a high-level RACI. |
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| 4.3 | Wrap up and discuss next steps and post-workshop support. |
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