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ECM Concepts and Best Practices Explained
- 1. Atle Skjekkeland Vice President, AIIM What is Enterprise Content Management?
- 3. Today…
- 6. Why ECM? Why do end users care about ECM? COST-DRIVEN USERS - Improve efficiency - Reduce costs - Increased profits/Better performance CUSTOMER-DRIVEN USERS - Better customer service - Leadership/Competitive advantage - Faster turnaround/Improved response RISK-DRIVEN USERS - Compliance - Risk management/Business continuity
- 7. Why do end users care about ECM?
- 8. ECM Concepts
- 9. 1. What is ECM? 14. Success Factors 8. Metadata & Indexing 13. Legislation, Standards, Regulation 3. Store 4. Manage 5. Preserve 6. Deliver 7. Re-purposing 10. Search & Retrieve 11. Controls & Security 12. Interfaces… 2. Capture 9.Classification ECM Concepts
- 10. 2. Capture 1. What is ECM? 14. Success Factors 8. Metadata & Indexing 13. Legislation, Standards & Regulation 3. Store 4. Manage 5. Preserve 6. Deliver 7. Repurposing 10. Search & Retrieve 11. Controls & Security 12. Interfaces & Legacy Systems 2. Capture 9.Classification
- 28. 9. Classification Classification: “ the systematic identification and arrangement of business activities and/or records into categories according to logically structured conventions, methods and procedural rules represented in a classification system” Source: MoReq
- 29. 9. Classification - examples Dewey Decimal System Personal Classification Faceted Classification
- 33. 9. Classification - taxonomies
- 34. 9. Classification - ontology Capturing all the uses of ice cream… A complete ontology would account for more relationships and properties. Source: Roz Chast, The New Yorker
- 39. 10. Search & Retrieval - Search Source: CMS Watch
- 47. 12. Integration - SOA Intranet Extranet B2B PDA Office software Internet 3g phone Service delivery channels Web application XML Rendition Encapsulation XML XML Cross-system business logic XML XML XML XML Accounting system Business application Business intelligence system E-mail system Back office IT services Contact mgmt EDMS, ERMS Workflow mgmt
- 48. 1. What is ECM? 14. Success Factors 8. Metadata & Indexing 13. Legislation, Standards, Regulation 3. Store 4. Manage 5. Preserve 6. Deliver 7. Re-purposing 10. Search & Retrieve 11. Controls & Security 12. Interfaces… 2. Capture 9.Classification ECM Concepts
- 50. AIIM ECM Certificate Program ECM Strategy ECM Concepts ECM Process ECM Case
Editor's Notes
- AUDIENCE: The ERM and ECM programmes will be designed for Business Managers, IT Managers, Compliance Officers, Archivists, Librarians, Risk Managers, Records Managers etc, as well as for solution providers, sales consultants, project managers, and technical staff. AIIM will also license the training material to internal training departments and commercial training companies. The training modules will be available as online training modules, but also as onsite public and private training classes with AIIM trainers or AIIM certified training providers
- Let’s start by looking at where this Onsite Presentation Workshop in ECM Concepts fits in the AIIM ECM Certificate Program. This is the second component of the AIIM ECM certificate program. ~ The first is the ‘ECM Strategy’ component, which introduces the arguments around ECM and your organisation’s strategy. It provides enough information for you to understand, and make the case for, ECM. ~ This ‘ECM Concepts’ component introduces the basic ideas you need to understand, to specify, and talk about ECM in more detail. This leads to the designation AIIM ‘ECM Practitioner’. ~ The next component is ‘ECM Process’ which shows you how to manage the processes required to implement ECM systems and initiatives. It leads to the AIIM ‘ECM Specialist’ designation. ~ The fourth and final component is ‘ECM Case’ – it is a workshop that gives you opportunities to consolidate what you have learned in the earlier components, using case studies. ~ After completing the entire program, the designation ‘AIIM ECM Master’ can be used. However, please note that this AIIM ECM Certificate Program is designed to give all participants an appreciation of all aspects of ECM. No participant should expect to gain in-depth expertise in any aspect of ECM from this Program. If such in-depth expertise in an aspect of ECM is desired, specialist courses, references or assistance should be sought.