Select and Implement an Enterprise Content Management Solution
Understand the ECM vendor market, make an informed decision, and take a bottom-up, process-based approach for an agile solution implementation.
RETIRED CONTENT
Please note that the content on this page is retired. This content is not maintained and may contain information or links that are out of date.Implementing an ECM solution without a plan leads to:
- Recreating the sins of the past with regards to information organization.
- Inconsistent designs, standards, and expectations.
- Poor adoption and high operational costs.
Planning your ECM solution implementation upfront leads to:
- Systematic and repeatable capability roll-outs.
- Consistent designs, standards, and expectations.
- High adoption rates and low maintenance costs.
Book Your Workshop
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.
Module 1: Structure the Vendor Selection Project
The Purpose
- Level-set facilitator and workshop participant understanding of organizational context and objectives, workshop itinerary, and ECM solution vision and mission.
Key Benefits Achieved
- Unambiguous ECM solution selection project plan.
- Organizational consensus on ECM solution vision and mission.
| Activities: | Outputs: | |
|---|---|---|
| 1.1 | Workshop introduction and overview of activities. |
|
| 1.2 | Complete organizational context assessment to level-set understanding. |
|
| 1.3 | Review and finalize project drivers, objectives, and timelines. |
|
| 1.4 | Determine ECM solution vision and mission statements. |
|
Module 2: Gather ECM Functional Requirements and Perform Gap Analysis
The Purpose
- Determine what the business needs to get out of the ECM solution.
- Identify which ECM use cases are a focus for the organization.
Key Benefits Achieved
- Business and ECM solution alignment.
- Understand vendor performance relative to ECM use cases.
| Activities: | Outputs: | |
|---|---|---|
| 2.1 | Gather ECM business requirements from stakeholders (as per scope of workshop) through interviews and focus groups. |
|
| 2.2 | Perform ECM use-case assessment. |
|
| 2.3 | Review use-case results with relevant stakeholders. |
|
| 2.4 | Review vendor strengths and weaknesses relative to use-case assessment. |
|
Module 3: Develop RFP and Plan Selection Process
The Purpose
Draft an RFP to support the ECM solution selection process.
Key Benefits Achieved
ECM use case defined.
| Activities: | Outputs: | |
|---|---|---|
| 3.1 | Translate business requirements into functional and technical ECM solution requirements. |
|
| 3.2 | Shortlist ECM vendors. |
|
| 3.3 | Determine vendor selection due diligence and timelines. |
|
| 3.4 | Develop RFP in alignment with selection due diligence. |
|
Module 4: Build Consensus for Vendor Selection Project
The Purpose
Build consensus for the ECM vendor selection project among key stakeholders in your organization.
Key Benefits Achieved
Buy-in from key stakeholders for your ECM solution selection project.
| Activities: | Outputs: | |
|---|---|---|
| 4.1 | Meet with project manager to discuss workshop results, action items, and next steps. |
|
| 4.2 | Present a workshop debrief to seniors and stakeholders. |
|