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Enterprise Content Management An Innovation Consultant’s Guide

Enterprise Content Management Consulting - A Quick Reference

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A collection of essential concepts and paradigms in the ECM landscape. Addressing the recent trends and business drivers that influences the content ecosystem. In a readable question answer format!

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Page 1: Enterprise Content Management Consulting - A Quick Reference

Enterprise Content

ManagementAn Innovation Consultant’s Guide

Page 2: Enterprise Content Management Consulting - A Quick Reference

Let’s ask questions like a child!

Page 3: Enterprise Content Management Consulting - A Quick Reference

How do we define Enterprise Content Management?

Enterprise Content Management (ECM) is the strategies, methods and tools used to capture,

manage, store, preserve, and deliver content and documents related to organizational processes. ECM

tools and strategies allow the management of an organization's unstructured information, wherever

that information exists. *

Content management

is 10% technology, 40% process control, and

50% governance

Page 4: Enterprise Content Management Consulting - A Quick Reference

What is Enterprise Content Management?

Key Business Drivers

Improve efficiency

Reduce cost

Increase profits & performance

Better manage content lifecycle

Cost

Deliver improved customer service

Increase competitive advantage

Provide faster turnaround

Customer

Compliance

Manage retention & records

Mitigate risk management

Ensure business continuity

Risk

“Enterprise Content Management (ECM) is the technologies used to capture, manage, store, preserve, and deliver content and documents related to organizational processes. ECM tools and strategies allow the management of an organization's unstructured information, wherever that information exists.”

Source: AIIM Global Survey, March 2007, 1200+ respondents

Page 5: Enterprise Content Management Consulting - A Quick Reference

What is the difference between data, information and content?

Content

Data

Information

Page 6: Enterprise Content Management Consulting - A Quick Reference

Why do enterprises invest on ECM?

To manage the unstructured data in the enterprise

A single point of control for complete information lifecycle management

Provides consistency, security, privacy and other integrative capabilities

Better compliance and regulation of organizational processes.

Page 7: Enterprise Content Management Consulting - A Quick Reference

What are different types of ECM solutions?

• Document management• Records management• Business Process Management• Digital Asset Management• Web Content Management• Correspondence management• Component content

management• Business classification scheme• eDiscovery• Forms• Collaboration• Capture• And more …!

Enterprise content

management (ECM) involves

Page 8: Enterprise Content Management Consulting - A Quick Reference

What are the key business drivers for

ECM engagements?

Key business

drivers for ECM

engagements

Diverse content types

Operational Efficiency

Enhanced collaboration

Changing Industry

Real time access to

data

Informed business decisions

Regulatory and

compliance pressures

Business Process

Optimization

Increasing content usage

Risk mitigation

Content Chaos

Page 9: Enterprise Content Management Consulting - A Quick Reference

What are the different user roles in ECM?

O Power usersO EditorO ReviewerO AdministratorO Master

O Content authors

Page 10: Enterprise Content Management Consulting - A Quick Reference

How to start an ECM consulting engagement?

Infrastructure decisions on a separate track

Usual role is of a ‘business analyst’

“Analyze the business”

Analyzing the business is not same as gathering requirements

Thumb rule “You cannot have a business process without information (content)”

Page 11: Enterprise Content Management Consulting - A Quick Reference

Deep inside the content dynamics …

Page 12: Enterprise Content Management Consulting - A Quick Reference

IT Architecture related ECM concepts

Architecture

Repository

Metadata models

Infrastructure

Business Process

Service modelling

Process framework

s

Workflow

State transition

System context

Portals

Navigation

Integration

Page 13: Enterprise Content Management Consulting - A Quick Reference

How is ECM related to Information Architecture?

Information • Architecture• Governance• Taxonomy• Business

Process• Records• Security

ECM Technology• Architecture• Infrastructu

re• Operations• Integrations

Page 14: Enterprise Content Management Consulting - A Quick Reference

Taxonomy related ECM concepts

Taxonomy

Content

Database

Classification

Ingestion

Indexing

Metadata

Model

Business

Technical

Functional

Vocabulary

Language

Format

Findability

Search

Page 15: Enterprise Content Management Consulting - A Quick Reference

Governance related ECM concepts

Governance

Compliance

Identity

Branding

Security

Audit

Records

Transactions

Reporting

Lifecycle management

Correspondence

Authoring

Retention

Disposition

Page 16: Enterprise Content Management Consulting - A Quick Reference

Some best practices for ECM solutions

Content defined by location

Extensive content reuse

Focuses on authoring and editing

Tight integration between authoring and the repository

Powerful automated publishing engine

Single sourcing application

Page 17: Enterprise Content Management Consulting - A Quick Reference

Recent trends in the ECM landscape

ECM Services in the cloud

ECM as a REST based service

Mobile Content

Management

Big Content in the

enterprise

Long time preservation strategy

Document centric

collaboration

Intelligent disposition

Page 18: Enterprise Content Management Consulting - A Quick Reference

Thank you …