Enterprise Content Management System

OBJECTIVES Enterprise Content Management combines analytics, collaboration, governance and processes with anywhere, anytime access to deliver value to your customers, partners, and employees. When used effectively, even complex content becomes your greatest business asset. MATERI 1. The Foundation

• ECM Explained. The basic technologies, challenges, and benefits explained and defined. Capture Your Content. Capture isn’t just about paper. Get ready to ingest all content into your business processes
• Metadata and Security. An overview of using metadata to organize content and basic access control
• Enabling Collaboration. Working together with content inside and outside of an organization
• Find Your Content. The basics of search and retrieval tools explained
• Content Delivery. Publishing content to the right person at the right time using the right channel

2. The Business Drivers

• ECM Equals Increased Productivity. Examples of how streamlined content centric processes can save time and/or increase revenue
• The Business Value of Governance. Good governance and compliance are often mandated by regulatory bodies, but also lead to more efficient organizations
• The Value of Knowledge. Why knowledge management can lead to improved collaboration, customer service, response times, and more
• Social Business as a Driver for ECM. Harnessing social business and collaboration is a hidden, but critical, contributor to organization success
• Measuring ECM Success. Getting beyond ROI to total cost of ownership

3. The Core Technical Concepts

• ECM Architecture Explained. The different architecture types and approaches to deciding which is right for you
• What is Metadata? You need Metadata. Here’s why, and how to use it correctly
• Taxonomies and Classifications. How to structure content so that you can find and use it
• A deep dive into the role of search and navigation in the context of CM and the art of making content easy to find
• Mining Content for Intelligence. An exploration of how content analytics and reporting lead to improved business intelligence
• Access to Information. Understanding the difference between interoperability and Integration between multiple repositories
• Optimal Performance. Understand organizational environments and planning rules of thumb for sizing, scoping, and optimizing your implementation

4. Managing Processes and Content

• Content Storage. Options defined and risks explained for storing content for retrieval and use
• Protect Your Content. Why you need to control and secure content; how to access; and legal and compliance issues to consider
• Automating Business Processes. Process and workflow management tools allow your content to be used by the right person in the right business context
• Retention and Disposition of Digital Content. Set policies and procedures in place to keep the content you need while eliminating content you do not to save costs and decrease risk
• Digital Preservation. How to keep information accessible for years or decades
• Retention and Disposition of Physical Records. Considerations for reducing paper and the demands that physical records create for long-term access or destruction
• Using Content Components. Structuring content for ease-of-management, consistency, and simplified distribution

5. ECM Business Strategy

• ECM Program Delivery. An overview of project methodologies and advice for selecting the right methodology for your implementation
• Step-by-Step to a Program Strategy. Define success metrics, avoid common pitfalls, define stakeholders, and create an awareness plan
• Establish the Business Case. Defining and understanding what a business case really is and why you need one

6. Change Management and Governance in ECM

• Governance Explained. Embedding governance into your project plan from the beginning
• Governance: Who Does What. Identifying roles and responsibilities within a governance framework
• Change Management Overview. Defining change management and understanding resistance to change
• The Change Management Plan. Manage change at all stages of a project; here’s how

7. Applications and Solutions

• Building Applications. Using ECM to build horizontal (accounting, human resources, marketing, etc.) and vertical (insurance, government, etc.) use cases
• Advanced Applications. Using ECM as the foundation for simplifying e-Discovery

8. Business and Technical Assessments

• Business Readiness Assessment: Initial Steps. Determine your “as-is” and desired “tobe” state and establish ECM priorities
• Business Readiness Assessment: a Deeper Dive. A detailed look at gathering requirements and the need to document results
• Technology Readiness Assessment: Requirements. Steps to determine the impact of ECM on your technology infrastructure
• Outline the Technology Architecture. Final steps to complete the technical assessment and prepare for deployment

9. Foundations and Planning

• Lay the Foundation for Information Architecture. Defining your master data model and definitions, your enterprise information architecture, and your business rules
• Laying the Foundation with Taxonomy. The essential concepts of taxonomy and metadata and how they contribute to your ECM deployment
• Using Prototypes. The ECM system will evolve, but to begin you need to prototype solution architecture, metadata management, and processes
• Roadmap: Deployment Strategy. How to lay out the direction of your implementation
• The Project Plan. Project management
• Understand the Client. Successful implementations meet the needs of the client; here’s how

10. Design, Deliver, and Deploy

• ECM Design Part 1. Using information from assessment, roadmap, and planning stages to identify development and delivery activities
• ECM Design Part 2. Ensuring that the user interface measures up to user expectations
• How to generate guidelines for user support and operational procedure, technical development, and testing/training on the system
• Deliver and Deploy. Step-by-step guide to successful rollout, including deployment, pre-launch steps, and fallback planning
• Always Improving. To keep the system responsive to business needs, you need to continuously assess and improve it

WHO WILL ATTEND? The Enterprise Content Management (ECM) training is designed for Business Managers, IT Managers, Compliance Officers, Archivists, Librarians, Risk Managers, Records Managers, and Information Managers, as well as for solution providers, sales consultants, project managers, and technical staff. TRAINING METHOD Presentation Discussion Case Study Evaluation FACILITY Training Kit Handout Certificate Lunch + 2x Coffee Break Souvenir Pick Up Participant (Yogyakarta)