A high level introduction to a best practice approach to defining an ECM (Enterprise Content Management) strategy. I originally used these slides on a webinar co-produced with SPringCM. To see the full presentation, mine embedded with the SpringCM slides focused on Sass or Cloud computing based ECM go to http://www.slideshare.net/SpringCM/spring-cm-sharepointclouddecisionframework2010

1. Defining A Strategy for
Enterprise Content
Management (ECM)
Access & Security &
Collaboration Compliance
ECM
Carl Frappaolo
Principal, Information Architected, Inc.

2. Defining A Strategy for
Enterprise Content
Management (ECM)
DEFINING ECM
Create/ Archival &
Store Control Access
Capture Destruction
The leveraging of methods, processes and tools to
manage electronic business content throughout its
lifecycle, in order to minimize associated risk and
increase associated value.

3. Defining A Strategy for
Enterprise Content
Management (ECM)
Control Collaborate &
& Secure Innovate
Information Architecture / Sourcing Strategy
BPM/ Portal/Web Visualization
Search
Workflow
Taxonomy
Authentication IRM/ERM Collaboration
Facets
Contextual Content Social Network
ID Extraction
Filtering Analytics Analysis
Records DAM Document Content
Management Management
Management
Meta Data Management
E-mail IM MultiMedia Shared Web/html Data/tags
Drives

4. Defining A Strategy for
Enterprise Content
Management (ECM)
The Overall Game Plan
4
Source: http://mike2.openmethodology.org

5. Presented by:
Defining A Strategy for In association with:
Enterprise Content
Management (ECM)
Defining Leveraging the Team
Sponsor/
Users IT
Stakeholders
Study
Name Name Name
Title Title Title
Name Name Name Name Name Name Name Name Name Name Name Name
Title Title Title Title Title Title Title Title Title Title Title Title
Name Name Name
Pilot
Title Title Title
Name Name Name Name Name Name Name Name Name Name Name Name
Title Title Title Title Title Title Title Title Title Title Title Title
Enterprise
Name Name Name
Title Title Title
Name Name Name Name Name Name Name Name Name Name Name Name
Title Title Title Title Title Title Title Title Title Title Title Title

6. Defining A Strategy for
Enterprise Content
Management (ECM)
Critical Success Factors (CSFs)
• Very Specific Business Drivers or
Objectives for the Project
• Defined by Key Performance
Indicators

7. Defining A Strategy for
Enterprise Content
Management (ECM)
Techniques for Business Development
Process Content Audits
Mapping
Surveys
Interviews

8. Defining A Strategy for
Enterprise Content
Management (ECM)
Gap Analysis
Outcomes/CSFs
Future
ECM (et. al.)
Gap
Outcomes/CSFs
Current
Processes and Tools

9. Defining A Strategy for
Enterprise Content
Management (ECM)
Prioritise Requirements
MoSCOW
Mo – Must have
S - Should have
CO – COuld have
W - Would have, if…

10. Defining A Strategy for
Enterprise Content
Management (ECM)
Control Collaborate &
& Secure Innovate
Information Architecture / Sourcing Strategy
BPM/ Portal/Web Visualization
Search
Workflow
Taxonomy
Authentication IRM/ERM Collaboration
Facets
Contextual Content Social Network
ID Extraction
Filtering Analytics Analysis
Records DAM Document Content
Management Management
Management
Meta Data Management
E-mail IM MultiMedia Shared Web/html Data/tags
Drives

11. Defining A Strategy for
Enterprise Content
Management (ECM)
Conceptual
and Logical
Information
Architecture
Source: Information Architected, Inc.

12. Presented by:
Defining A Strategy for In association with:
Enterprise Content
Management (ECM)
Phasing
usiness Tech Component Application

13. Presented by:
Defining A Strategy for In association with:
Enterprise Content
Management (ECM)
I
Off site In ouse
Spinoff
Competency
Outsource Reengineer
LO Criticality I

14. Presented by:
Defining A Strategy for In association with:
Enterprise Content
Management (ECM)
Recalling the IAI SharePoint
Market Study
 SharePoint mostly used today for file sharing simple
collaboration
 9 cited support for more complex applications as major issue
in enterprise deployment
 Applications re uiring workflow, PM
 Security, particularly for crossing the firewall
 Scalability
 Integration

15. Presented by:
Defining A Strategy for In association with:
Enterprise Content
Management (ECM)
 Information Architected, Inc.
 www.informationarchitected.com
 IAI
 Carl Frappaolo
 cf informationarchitected.com
 carlfrappaolo
 17 9 2 84