This presentation discusses CRE8 Independent Consultants' background in helping organizations plan for electronic content management (ECM), the definition of ECM, the benefits and challanges of ECM, why an ECM consultant is important, and ECM consultant deliverables. To learn more how we can help see www.cre8inc.com or email us at consulting@cre8inc.com

1. WHY IS AN ECM CONSULTANT IMPORTANT
FOR YOUR ORGANIZATION?
George Dunn
President
CRE8 Independent Consultants
www.cre8inc.com

2. Since 1995, CRE8 Independent Consultants has assisted organizations
with Digital Transformation Planning, Process Improvement and
Update of Governance Programs.
• Technology planning includes RPA, digital workflow, electronic
content management, e-signatures, AI, machine learning,
recognition, electronic records management, and complex system
replacement planning.
• Process improvement services includes total quality management,
re-engineering, business process management, lean, six sigma,
frictionless, and helping organizations to work better.
• Review and update/improve information governance policies,
procedures, schedules, and programs.
We have assisted over 300 organizations, across all industries, that
range in size from 25 to 250,000 employees.
As independent consultants we provide an independent voice regarding
technology abilities, planning, return on investment, transformation,
and vendor selection/management.
ABOUT CRE8 CONSULTANTS
WHY IS AN ECM CONSULTANT IMPORTANT FOR YOUR ORGANIZATION?

3. ELECTRONIC CONTENT MANAGEMENT (ECM) DEFINED?
ECM manages the capture, storage, search, routing,
and governance of electronic records, including:
• scan,
• electronic upload,
• recognition,
• machine learning,
• artificial intelligence,
• indexing,
• storage and management,
• version control,
• integration,
• search,
• e-signature,
• workflow, and
• records management.
WHY IS AN ECM CONSULTANT IMPORTANT FOR YOUR ORGANIZATION?

4. BENEFITS AND CHALLENGES OF ECM
• If properly planned for ECM can, provide
at 25% to 75% improvement in quality,
efficiency, service, and governance.
• ECM challenges can include lack of a
return on investment, unhappy users,
incomplete deployment, inconsistent
search, little governance, and sprawl.
• Unfortunately, most organizations are
still struggling with ECM challenges.
WHY IS AN ECM CONSULTANT IMPORTANT FOR YOUR ORGANIZATION?

5. WHY IS AN ECM CONSULTANT IMPORTANT?
Organizations today are under pressure
to improve:
• operational quality, efficiency, and service,
• user acceptance of new systems,
• document management and compliance,
• process improvement,
• workflow automation,
• system return on investment,
• records management programs, and
• find qualified staff.
WHY IS AN ECM CONSULTANT IMPORTANT FOR YOUR ORGANIZATION?

6. WHAT ARE THE ROLES OF AN ECM CONSULTANT?
Develop, update, and manage of ECM plans, process
improvement, records management programs,
application design requirements, vendor assessment,
ROI, and implementation oversite.
• Enterprise-wide ECM plan. The enterprise plan should
provide a roadmap based upon cost/benefit so that
projects can be categorized, planned, budgeted, and
approved.
• Process/workflow improvement plan. Identify current
process costs, risks, issues, and noncompliance;
process redesign goals; and change action plans.
• Application requirements. Business-level requirements,
technical requirements (including workflow), request
for proposal/information, change management
strategies, estimated project costs, and ROI
assessment.
WHY IS AN ECM CONSULTANT IMPORTANT FOR YOUR ORGANIZATION?

7. WHAT ARE THE ROLES OF AN ECM CONSULTANT?
• Records management program. Assess and update
records management programs including inventories,
records management schedules, taxonomy, privacy,
and retention and disposition rules.
• Vendor selection. Assess, rank, and evaluate vendors
at the RFP, response, demonstration, and contract
stages.
• Implementation plan. Develop project plans
identifying timelines, project dependencies and risks,
responsibilities, change management, acceptance
criteria, progress, and completion.
• Accountability. Hold integrators, vendors, and
internal staff accountable for the proper completion
of the project on time and within budget.
WHY IS AN ECM CONSULTANT IMPORTANT? FOR YOUR ORGANIZATION

8. IF YOU WOULD LIKE MORE INFORMATION REGARDING HOW AN
ECM CONSULTANT CAN BE OF HELP
Contact me, I am happy to provide a free
consultation to discuss your ECM requirements and
goals. We work with organizations of all sizes to help
with ECM planning.
George Dunn, President
CRE8 Independent Consultant
dunn@cre8inc.com
206-556-5958
https://www.cre8inc.com
WHY IS AN ECM CONSULTANT IMPORTANT FOR YOUR ORGANIZATION?