How To Implement Ecm
How To Implement Ecm
Implementation
Which 3 of these typical problems have affected your organizations
document or records management implementation?
Source:
AIIM ECM Survey
February, 2009
All respondents (284)
MIKE2 Phase 1
Source: http://mike2.openmethodology.org
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Prioritisation is key
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Should be developed in 3
stages
Environment: Develop
high-level descriptions of
Current-state
Organisational behaviours
The environment
Future-state
Produce initial model
Identify and consult stakeholders
across the organisation
Review and revise
Organisational behaviours
ECM Principles
Examples:
Duty to Share
Information as a Corporate
Resource
Collaborative Working
Examples:
Team-working across Functions
Re-using, not re-inventing
Proactive sharing of knowledge
Drive
ECM Procedures
ECM Rules
Examples:
Information must be stored in the
appropriate location
Information with corporate value
is stored to the ECM Repository
Examples:
Procedure for requesting a new
Team Site
Procedure for declaring a record
to the ECM Repository
Drive
Assessments
Application portfolio and
functionality
Information flow
Information delivery
Information maturity and
infrastructure maturity
Economic value of information
Information processes
People skills and organisational
structure
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Business blueprint
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Prioritise requirements
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(Balanced scorecard)
Management /
executive board
Strategic
(C-level)
Operational
(Consequential impact)
Users / other
stakeholders
Tactical
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MIKE2 Phase 2
Source: http://mike2.openmethodology.org
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17
Technology assessment
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5 main stages
1. Plan
2. Gather
3. Analyse
4. Document
5. Agree
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ECM environment is
Key tool for Information Governance
Repository for corporate memory
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Continuous improvement
Compliance Framework
Detect
Respond
Audit
Investigation
Ombudsperson
Communication
Monitoring
Improvements
Employee discipline
Prevent
Risk assessments
Training
Policies & procedures
Executive commitment
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Roadmap
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Tasks
Define overall release functionality
Identify and prioritise project risks
Identify infrastructure dependencies
Identify design dependencies
Define acceptance procedures
Define detailed project plan
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With each iteration, re-examine risks for iteration and project as a whole
Risk
There is a risk to
schedule and
quality as
developers are
unfamiliar with
proposed
technology for the
project
Medium
Severe
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Developing a taxonomy
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MIKE2 Phase 4
Source: http://mike2.openmethodology.org
AIIM | All rights reserved
35
Questions answered
What is the nature of the audience and the contexts they will be using the
ECM environment?
Who will need the documentation, at what level, when and why?
36
Tasks
1.Examine existing operational manuals for corporate standards
2.Determine satisfaction with existing manuals
3.Based on identified requirements, build outline, vet with audience
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37
Best approach
Closely work with solution provider and/or integrators to design and
verify backup and recovery will actually work
38
uncertainty
Cumulative
business value
time
Source: NetFlix
40
MIKE2 Phase 5
Develop
Testing
Training
Deploy
Operate
Ongoing improvement
Closeout
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Job scheduling
Monitoring & logging
Load balancing
Problem management
Change management
Vendor management
Backup/restore procedures for application
components
System maintenance
Print services
Failure
Appendix A - User account setup process &
access rights
Appendix B - Service level agreements
Appendix C - Contact matrix
Appendix D - Software versions list
Source: http://mike2.openmethodology.org/wiki/Operations_Procedure_Outline_Deliverable_Template
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Tasks
Implement target repository
Develop content interface components
Develop process/automation components
Develop metadata management integration
Develop infrastructure management processes
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44
User testing
Pilot approach
Trial of draft proposed environment
Uses a small subset of users
Usually in their normal working environment
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Technical evaluation
1. Functional testing
2. System integration testing
(SIT)
3. End-to-end testing (E2E)
4. Stress and volume testing
(SVT)
Functionality evaluation
Finalise environment
Ensure all aspects of
environment are defined
Establish and freeze a
configuration for roll-out
Training development
Develop and assess training
materials and methods
Train the trainers, help desk staff,
floor-walkers
etc.
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Production deployment
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Collect feedback
At the time
And later
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www.aiim.org/training
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