how to implement content management within an enterprise environment...
TRANSCRIPT
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Agenda
• Top 5 reasons for failure of ECM projects• IRIS methodology• Some examples• Q&A
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Nr 5 top issue
Underestimated effort of content migration- Electronic content:
- Shared folders- Email
- Paper content:- Volume- Condition
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Nr 4 top issue
Uneven use - poor procedures and enforcement- Ways of working:
- Process- People
- Alternatives remain:- Printer, email- Personal storage
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Nr 3 top issue
Internal politics- Lack of support:
- Senior management- Peer groups
- Changing priorities:- Not business critical- Little strategic value
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Nr 2 top issue
Lack of training- Users:
- Processes, policies- Applications
- Support:- Helpdesk- Administration, operations
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Nr 1 top issue
Underestimating the process – organisational issues
- Processes:- Impact- Acceptance
- Organisation:- Readiness- commitment
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Why IRIS
• 20 years of specialized expertise• Clear focus on all aspects of ECM• Specialised consultants:
– ECM change management– Documentalists – Project management– Technology specialists
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Our metholodoly• Multidimensional approach• Alignment with other systems• Documentary focus• Scope control• Specific objectifs for document management• Specific business objectives• Generic functionalities• Conceptualisation and global vision• Top management support• Responsive and respectful of all players• Respect existing environment• Adoption• Decisions
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Alignment with other systems
• The ECM-BPM platform needs to be perfectly integrated with the other information systems of the organisation.
• Integration and interaction is essential:– Transparancy– SSO– Portal– Webservices– URLs– …
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Objectives for document management
• Improve information retrieval (faster, more precise)• Creation of unique folders per
project/customer/activity• Increase tracability (records management, legal
archiving)• Improve security and access to documents• Reduce/eliminate paper flows• Reduce/eliminate paper archives• Reduce repetitive, low value tasks
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Business objectives
• Increase productivity (gain time or reactivity).• Increase quality (coherent answers, better decisions,
internal watch, proactiveness…)• Agility and flexibility new way of working, quickly
respond to changing needs• Reduce costs(consolidate infrastructure, extend
existing investments)• Compliance (regulatory requirements, tracability)• Better customer service (faster response times, self
service, …)
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Multidimensional approach
• Organisational aspects: actors, roles, information flows, procedures, change mangement, collaboration, best practices…
• Informational aspects: documentary structure, metadata, document types, thesaurus, classification…
• IT aspects: technical and functional specifications, software architecture, hardware, networking, storage, archiving
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Organisational aspects
• Collaboration, best practices, sharing experiences and change management are essential to the success of an ECM project
• Definition of roles and responsabilities of systems that will interact with the ECM platform
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Change management
Goals are to- End users understand and adherent to the new way of
working- Each implicated party knows stakes- End users are autonomous to use the system- It operations integratedThrough:- Network of change: main sponsor, project team, local
sponsors- Change management plan- Communication
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Change management
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Typical questions• What is the scope of the project?• What are the general objectives? Who is targetted? What are the
priorities?• What are the regulations to respect?• What are the key success factors?• What are the expected benefits?• Who is the main sponsor of the project?• Are there power users that can be integrated early in the project?• Are there systems that should be integrated with?• What is the corporate culture?• Are different communication channels possible?• …
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Informational aspects
About documents:- Different document objects- Links between objects- Identifiers, metadata- Indexation- Templates…About the organisation in folders / structuringAbout classification
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About documents
Metadata• Two categories:
– Relatif contentant– Relatif contenu
• Well known example : Dublin Core
• Best practices:– Link with document type– 10 metadata per doctype– Automate indexation– Closed choice lists
Templates / Indexation• Manual indexation• Semi automatic through
context• Automatic
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Typical questions
• What are the different content items?• How do you identify a document?• What are the different document types?• What is important information for each document?• How are documents linked?• How do you organise documents today?• What about versioning?• How do you know now what the latest version of a document is?• How do you search for information?• How is information classified now?• …
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IT aspects
Addresses:- Functional requirements- Technical requirements- Storage- Records management- Workflow needs- Indexation- Needs for scalability and availability- Integration with scanning / protocols for data integration- …
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IT aspects
F1.Acquisitio
n
F2.Stockage/Collection
/Indexation
F7. DocRouting/Wflow
F5.Recherched'informati
on
FE. Gestion de la collaboration et du changement (Communication, Gestion des réseaux d'experts, des CoP, ...)
F1. Conversion(Numérisation)
F4.Exploratio
n(structures
, vuesdyn.)
F6.Diffusionsélective /Personnalisation/Extr
F8.Consultation listesde tâches
FC. Gestion de l'information doc. (Objets, Hiérarchie, Identifiants, Métadonnées)
F9.Visual.,Impression
(des docprimaires)
Système bdonnéesexistant
(Mainframe)
FF. Gest informatique spécifique ( dB, storage, RM, moteur d'indexation, moteur Wflow, capture et indexation)
S8 Acq files system bureautiques
répertoires partagés)
FA. Gestion générale (Contrôle, Reporting, Statistiques )
FB. Gestion de l'organisation (Acteurs, Activités, Rôles, Droits d'accès, Flux d'information, Procédures)
Messageriebureautiq
ue fax(nouveaux
doc-e)
Doc-preçus
S5. Acquisition bureautique
S6 Acq e mailS7 Acq fax
S3 Num & Index du courrier-p entrant
F10.Expédition/
envoi
S10 Acq voix, video, p
hotos ...
FD. Gestion des Lexiques contrôlés (Lexiques Classements Langues, Répertoires Formulaires Bordereaux, Tableaux)
F3. Rechprécise dedoss et/ou
doc
Computeroutput
Servicecourrier-p
Prod-ediverse
(CADCAM/multimedia
...)
NouveauxDoc-edivers
S1 A
cq Com
puter Output
S9 Acq multimedia
S11 Acq dive
rses
Pontslogique
s
Pontsinformatiques
Archives-p(courantes-intermédiai
res-définitives)
Messages-e
structurés
Messagerie
structurée(Swift ...)
Doc-parchivés
Nouveauxdoc-e
Doc-eexistants
(réppartagés)
Doc-edivers
existant
S4 Dématérialisation des archives-p
S2 Acq Messages structurés
GESTION ELECTRONIQUE de DOCUMENTS (GED) & WOKFLOW (Wfl) . Les grandes fonctions
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Typical questions
• What are the corporate software/hardware standards?• How to assure long term storage of content?• Is legal archiving necessary? Is fixed storage already in place?• What are the required security standards?• How can integration with LDAP be done?• How can integration be accomplished with existing systems
(web services, API, …)• What are the desktop productivity tools in place?• Should existing content be integrated?• Should a migration be foreseen?• …
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References• Befimmo• DeGroof• DeltaLloydLife• Ethias• Eurocontrol• FMSS (Liège)• INAMI• La Poste• MSHO• Parlement Luxembourgeois• PuilaetcoDewaay• UCM• SNCB (H ICT)• SNCB (HR)• Sogepa• STIB
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How to face your major challenge: Do more with less, while reducing your carbon footprint
IRIS engages in a true partnership to ensure the success of an ECM project and covers
- Informational aspects- Organisationals aspects- IT aspects
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How to Implement Content Management within an Enterprise Environment
Carol Van der DonckECM Practice