Expanding the Value of Your Enterprise Content Management Platform

Transcription

1 Expanding the Value of Your Enterprise Content Management Platform How a strategic roadmap can maximize the efficiency and value of your corporate information TRANSFORMATION GATEWAY

2 About Information Intelligence Group Services 950 Services Professionals Worldwide Part of EMC Global Services Services straight from the Source Consulting Education Support One goal: Rapid and lasting results

3 Agenda What is an Enterprise Roadmap Strategy? Do we really need one? What happens during an ERS project? How does xcp affect your Roadmap? Some powerful tools we use A current project How EMC can help you develop your roadmap

4 Do you have an IM/CM strategy? Business Information Technology Content Management

5 ECM Roadmap Study (ERS) Strategic planning process to answer the key business questions for Enterprise Content Management: Why ECM? Where are we going? How do we get there? Get the most out of software by aligning technical solution to organization s business needs & providing the best approach into the future.

6 The Questions Answered by an ERS What do we need? Where are we going? How do we get there? Strategic Requirements Solution Vision ECM Roadmap How to change? Change Management Strategy High-level Business Case Why are we doing it?

8 Forrester Says Our interactions lead us to believe that most enterprises use less than 35% of all the ECM licences they ve purchased in the past four years We can t blame the technology; we got exactly what we asked for. We listed out page after page of features and functions in our RFP, and that s what we got: a lot of features and functions Current approaches to enterprise content management (ECM) don t work for most enterprises. Low adoption rates and frustrated users plague enterprise implementations.... To meet evolving needs and drive broad adoption of ECM, information and knowledge management (I&KM) professionals must help their enterprises understand...how business people and business processes use content. Source : Forrester ECM Business Context (December 2007)

9 The Information Fabric The Information Fabric Consists Of Process Analytics Content Management Governance Social Collaboration

10 From this... to this

11 Some Common Syndromes Rush to Build Don t have Time Field of Dreams Let s Talk Tech Death by Negotiation

13 Developing the Plan Architecture Projects Needs, Challenges, Issues Strategic Requirements Solution Vision Roadmap

14 The Full Roadmap Study Top-Down business drivers, highlevel requirements, change challenges, priorities, etc. High-Level Analysis of Information Requirements Key Integration Requirements Process Architecture and Approach ECM Maturity Model Application Business and Logical Analysis Architectures ECM White Paper(s) ECM Benefits Model Interview process & templates Strategic requirements Requirements Solution Vision ECM Roadmap High level Business High Level Business Case Case Bottom-up Analyse current state issues & applications Solution Presentation Candidate solution(s) High-Level Gap Analysis Education & Training Resources Change Management Strategy KEY Work Packages Business imperatives & IT dependencies Analysis Activities supported by Practice Aids Requirements

16 Documentum ECM Families of Applications Personalized Clients Specific Content Management capabilities Built upon a common platform

17 Case Processing Internal Case Initiation Case Closing Data Mapping Update Account Data Mapping Account Details CSR Review Web Index Delete Account Index Notification Document generation Mobile Records management Paper Archiving Scanning External Updates

19 ECM Maturity model Maturity Level Creation & Re-Use Filing & Description Content Life-cycle Process Support Publishing & Sharing 7 7 Dynamic rule-based assembly of content Rich descriptive meta-data e.g. ISO2788 or semantic web Information life-cycle management & business value Dynamically configured and rule-based process control Dynamic exchange of content + data with 3 rd parties 6 Granular mark-up & re-use Controlled vocabularies Records Management Policies enforced with system support Business process integration & monitoring Assemble & publish content dynamically to 3 rd parties 5 Compound document management Flexible & scalable indexing Life-cycles defined by document type Common processes analyzed & managed Manage & publish granular/ trusted content 4 Document templates & basic assembly process Standard index across enterprise Check-in & check-out used throughout life-cycle Some process analysis & use of workflow Devolve ability to publish documents 3 Use of templates for authoring Departmental registers of physical & electronic documents Basic file locking mechanisms used for archiving Ad hoc workflow Publish documents to a static site 2 Common authoring tools Standard file-plans Basic (manual) policies published Ad hoc processes eg + attachment Printed standards. Iin-house or external publishing function 1 Variable authoring tools Ad hoc foldering. No consistency. No policies. No integration. No common processes Multiple sources & silos of content - recreated or manually copied many times

20 ECM Maturity model As Is Current State Maturity Level Creation & Re-Use Filing & Description Content Life-cycle Process Support Publishing & Sharing 7 7 Dynamic rule-based assembly of content Rich descriptive meta-data e.g. ISO2788 or semantic web Information life-cycle management & business value Dynamically configured and rule-based process control Dynamic exchange of content + data with 3 rd parties 6 Granular mark-up & re-use Controlled vocabularies Records Management Policies enforced with system support Business process integration & monitoring Assemble & publish content dynamically to 3 rd parties 5 Compound document management Flexible & scalable indexing Life-cycles defined by document type Common processes analyzed & managed Manage & publish granular/ trusted content 4 Document templates & basic assembly process Standard index across enterprise Check-in & check-out used throughout life-cycle Some process analysis & use of workflow Devolve ability to publish documents 3 Use of templates for authoring Departmental registers of physical & electronic documents Basic file locking mechanisms used for archiving Ad hoc workflow Publish documents to a static site 2 Common authoring tools Standard file-plans Basic (manual) policies published Ad hoc processes eg + attachment Printed standards. Iin-house or external publishing function 1 Variable authoring tools Ad hoc foldering. No consistency. No policies. No integration. No common processes Multiple sources & silos of content - recreated or manually copied many times

21 ECM Maturity model To Be Final State Maturity Level Creation & Re-Use Filing & Description Content Life-cycle Process Support Publishing & Sharing 7 Dynamic rule-based assembly of content Rich descriptive meta-data e.g. ISO2788 or semantic web Information life-cycle management & business value Dynamically configured and rule-based process control Dynamic exchange of content + data with 3 rd parties 6 Granular mark-up & re-use Controlled vocabularies Records Management Policies enforced with system support Business process integration & monitoring Assemble & publish content dynamically to 3 rd parties 5 Compound document management Flexible & scalable indexing Life-cycles defined by document type Common processes analyzed & managed Manage & publish granular/ trusted content 4 Document templates & basic assembly process Standard index across enterprise Check-in & check-out used throughout life-cycle Big Some process analysis & use of workflow Devolve ability to publish documents 3 Use of templates for authoring Departmental registers of physical & electronic documents Basic file locking mechanisms used for archiving Ad hoc workflow Publish documents to a static site 2 Common authoring tools Standard file-plans Basic (manual) policies published Ad hoc processes eg + attachment Printed standards. Iin-house or external publishing function 1 Variable authoring tools Ad hoc foldering. No consistency. No policies. No integration. No common processes Multiple sources & silos of content - recreated or manually copied many times

22 ECM Maturity model To Be Interim State Maturity Level Creation & Re-Use Filing & Description Content Life-cycle Process Support Publishing & Sharing 7 Dynamic rule-based assembly of content Rich descriptive meta-data e.g. ISO2788 or semantic web Information life-cycle management & business value Dynamically configured and rule-based process control Dynamic exchange of content + data with 3 rd parties 6 Granular mark-up & re-use Controlled vocabularies Records Management Policies enforced with system support Business process integration & monitoring Assemble & publish content dynamically to 3 rd parties 5 Compound document management Flexible & scalable indexing Life-cycles defined by document type Common processes analyzed & managed small Manage & publish granular/ trusted content 4 Document templates & basic assembly process Standard index across enterprise Check-in & check-out used throughout life-cycle Some process analysis & use of workflow Devolve ability to publish documents 3 Significant Use of templates for authoring Departmental registers of physical & electronic documents 2 Common authoring tools Standard file-plans Basic file locking mechanisms used for archiving Basic (manual) policies published medium Ad hoc workflow Ad hoc processes eg + attachment Publish documents to a static site Printed standards. Iin-house or external publishing function 1 Variable authoring tools Ad hoc foldering. No consistency. No policies. No integration. No common processes Multiple sources & silos of content - recreated or manually copied many times

23 Role Activity Diagrams

24 A sample Role-Activity-Diagram Incoming Post Handling Priority Sales Handling Item of correspondence arrives Policy question Policy Claim Provide with details New Policy Start new policy handling Update records New Policy Handling Check status of applicant No A/B C+ Apply normal Notify of application terms Check if specific underwriting required Yes Examine & assess Prepare special terms Prepare response to request Correct if necessary & approve Reply Send reply to applicant Application processed

25 Agenda What is a Roadmap Strategy Do we really need one? What happens during an ERS project? How does xcp affect your Roadmap? Some powerful tools we use A current project How EMC can help you develop your roadmap

26 A Current Project Small complete bank Northern Europe Roadmap Assessment + planning Pilot

27 A Sample Real World RAD

28 A Fragment of the same RAD

29 A Current Project Small complete bank Northern Europe Roadmap Assessment + planning Pilot Heavy business involvement Typical CM issues Emphasis on Processes Enterprise v departmental focus Information architecture

30 How EMC can help you develop your Strategy Key Benefits Meeting key business goals A longer term, sustainable vision Demonstrable near-term results Business value at each phase in the program Enhancing enterprise-wide adoptability Strategic Business Services ECM Assessment ECM Roadmap Study Information Governance Maturity Assessment

31 Genius Lab SCHEDULE A FREE ONE-ON-ONE CONSULTING SESSION (UP TO 1 HOUR)! Sign up at the event registration desk or visit us at the GENIUS LAB on the 1st floor

32 Thank you THANK YOU This presentation is also available at password: spree