The CM8 User Group is pleased to invite you to a meeting for CM8 users on November 5 during the IOD conference. Meet us in Tropics B to hear from CM8 users and share your own experiences. For the first time ever, this session will be simultaneously broadcast online! Even if you can't join us in person, we'd love to have you attend our web session!
The goals of the CM8 User Group are: To allow CM8 customers to "share & network" their install/success stories and to learn how to "achieve greater business value" from their CM8 investments.
Hosted by Bridget Klare - Kroger Company, we'll cover a comprehensive agenda, including:
Royal Bank of Canada - Joseph Likuski, ECM Leader at RBC, will discuss RBC's CM8 implementation and use of IBM Content Collector for email
Erie Insurance - Mary Jo Ingalls, ECM Leader at Erie, will cover Erie's journey with IBM over the years, including IS to CM8 migration, CM for claims, addition of CMOD and how they bridge them all together.
Demo: IBM Content Navigator for CM8 - Ian Story, IBM Senior Product Manager, will demo the new ICN V. 3 release which includes CM8 & CMOD federation, e-Client/pClient replacement functions and much more
CM8 Product Strategy Panel Discussion - Featuring IBM's Jim Reimer, IBM CM8 Architect, Cristiane Hilkner, Vice President, ECM Development, Ian Story, Senior Product Manager, Shailesh Gupta, CM8 Product Development Manager
CM8 Next Product Update - Shailesh Gupta - IBM ECM Product Manager
Whether in person at IOD or via the webcast, you won't want to miss this event! If you're attending IOD, there's no need to RSVP – join us in conference room Tropics B at 10am.
When: Tuesday, November 5, 2013 10:00am – 12:15pm PT
Visit IBM during the AIIM Conference 2013! At the IBM booth
you can visit our subject matter experts on Capture, Social Content
Management, and Information Lifecycle Governance. Our experts are
on-hand for the entire event and available to demonstrate the latest and
greatest products that IBM ECM has to offer.
Want a little more? Join us during the "speed
dating" meetings taking place at the break times to discuss your
organization's pain points or set a meeting with our experts at your
convenience. To schedule a meeting in advance of the conference, please email
Mia Winn (firstname.lastname@example.org) with your
request and availability.
ou also won't want to miss our "Group Therapy"
roundtable sessions in the Solution Lounge:
Wednesday, March 20 – 4:30pm: How
social lifestyles are changing the way we do business with Steve Studer. Today, a great deal of content is
presented in a variety of social forums on mobile devices, the desktop and the
web, and businesses need to exploit that content while ensuring proper
governance. Context is the key to bringing relevance, intelligence and insight
to content. Teams and communities and social elements woven into analytics,
governance, imaging and content and case management are what social content
management is all about. Join this session for a compelling conversation about
how you can take your business to a whole new level: a social business level.
Still finalizing your plans for Connect 2013? We've got a
few sessions that I think will interest you – be sure to add these to your
calendar! These are excellent opportunities for you to pose your questions to
our subject matter and industry experts, along with some IBM ECM customers.
Interested in meeting with ECM executives? We've got you
here to request a meeting with either Doug Hunt, ECM Business Leader, Ken
Bisconti, Vice President ECM Products and Strategy, or Carol Taylor, WW Sales
Leader for Social Content Management.
We also invite you to find us in the exhibit hall at IBM
booth 23 – stop by for a demo of what Social Content Management can do for your
Monday, January 28
11am (Swan Hotel, room 1,2): Genworth Financial, Work Smarter,
Not Harder, presented by Tim Perry, CTO of Genworth Financial
Tuesday, January 29
10am (Swan Hotel, room 9,10): Slumberland Furniture:
Using IBM Software to Deliver Consistently Superior Customer Experiences,
presented by Jamie Page, Director, Slumberland Furniture
11:15am (Swan Hotel, Pelican 1,2): Living Social, Its Not
Just About the Conversations and Topics, a panel discussion of experts,
including Joe Shepley, Doculabs, Larry Hawes, Dow Brook Advisory Services,
Cengiz Satir, IBM, and Steve Studer, IBM
1:30pm (Dolphin Hotel, S. Hemisphere
IV, V): Content & Social Ignites Context: IBM’s Content Platform of
Engagement, presented by Tim Perry, CTO of Genworth Financial, Doug Hunt,
IBM ECM Business Leader, and Ken Bisconti, Vice President of IBM ECM Products
5:30pm (Dolphin Hotel, S.
Hemisphere I): Ignite business performance in real-time with social
collaboration, mobile and content, presented by Ian Story, IBM and Steve
Wednesday, January 30
10am (Swan Hotel, room 4): Reduce, Reuse, and Recycle
Corporate Content, presented by Maig Worel, IBM
1:30pm (Swan Hotel, Mockingbird 1,2): Improving your
Information Economics with Complete Lifecycle Governance, presented by Mark
Thursday, January 31
7am (Swan Hotel, Toucan 1): Archiving and de-duplicating Email,
Files, and Social Content, presented by Cengiz Satir, IBM
Stay Social with us during the show #IBMConnect – @IBM_ECM @csatir
If you did not attend the live or on-demand webcast of the IBM Content Manager (CM8) product update, here are some answers to questions that were asked by attendees on topics discussed during the live webcast.
A demo of the new user experience - Content Navigator - is available in the webcast.
Question 1: Can the Content Navigator out of the box application be customized? Answer 1 : Yes - details at: http://goo.gl/cn4PH
Question 2: Is there a forum for discussion about Content Navigator? Answer 2: Developerworks forum at: http://goo.gl/wm4tP
Question 3: Does Content Navigator provides a framework for customization? Answer 3: Yes - details at http://goo.gl/jNdmG
Question 4: Does Content Navigator operate with Content Manager 8 z/os? Are there any restrictions? Answer 4: Yes - though the web application server cannot be operated on z/os. Web app server operation is supported on zLinux, or on one of the other supported distributed platforms. Details at: http://goo.gl/IfdhF and http://goo.gl/KVYvq
Question 5: Does Content Navigator support single sign-on? Answer 5: Yes - detailed at http://goo.gl/fxsE4
Guest Blog by Deepthi Nagarajan, WW Category Marketing Manager (Document Imaging and Capture & Social Content Manager)
Your content landscape is
changing along with your new business needs. With the advent of new
technologies and new devices through which content is created, consumed and
collaborated are driving this change. Your workforce needs to access,
manage, contribute and share content any time, from any location in order to do
their jobs more effectively is an undeniable fact today. 42% of workers spend
time working from locations outside of the corporate firewall from home or at
client locations. Given the clear demand for anywhere access to content and the
proliferation of smartphones and tablets over PCs, mobility solutions have
become one of the top priorities of most organizations.
With the mobile technologies
changing the way we do business, it’s indeed the perfect time and opportunity
for CM8 customers to realize the benefits of building upon existing ECM
investments. IBM Content Navigator gives your employees access to a broad range
of documents, records, images and other relevant content on the go and creates new
content creation and consumption mediums to your workforce. TheIBM Content Manager Roadmap and product update webcastprovides you with information on IBM Content Navigator and other new add-on capabilities
for addressing your new content management challenges along with a live
demonstration.Along with an elaborative
narration of the key features of Content Navigator, you can also learn to put
it to the best use with your current CM8 investment. With business getting
social and mobile, learn about how you can leverage the CM8 for managing your
collaborative and social content on the go through collaborative content
management and production imaging capabilities of Content Navigator. The
webcast also brings out the content analytics and enterprise search
capabilities which are an integral part of the IBM Content Navigator
experience, enabling users to quickly locate content.
With unstructured content representing 80%of business content today, Ian
Story and James Reimer provide comprehensive information on how you can
leverage CM8 to capture, activate, socialize, analyze and govern content arising
from your internal and external sources. They provide interesting examples of
content analytics in healthcare, crime, customer care and social media for
marketing which can help you to realize the benefits gained by organizations
In a recent AIIM survey, Over 70% respondents said that they
find it easier to find information online than content on their company’s
intranet. Many of us at some time or the other have wondered why our intranet
search cannot work like the popular internet search engines.
The answer is simple and complex.
The simple answer is no company has a multi-billion dollar
server farm to enable search on their intranet; making internet and intranet
search comparisons unfair.
The complex answers lie in the fundamental differences
between what and why people search on the intranet and internet. Search experts
differentiate searches as discovery search and retrieval search- in lay man
terms we search to gain knowledge about a subject or to find a specific object.
Most internet search is discovery or knowledge search and most intranet
searches are retrieval or object search.
If I want to know more about a product, I am more likely to
use a discovery method to find information sources pertaining to the subject of
interest. Read the articles, listen to the podcasts and view the videos to gain
the required knowledge. My expectations of finding the information quickly are
very low, I am relatively agnostic to the information source, and I am ready to
invest effort to collect information snippets and then string them together to
build my knowledge base.
But when I am searching for a specific document it is
because this search is part of my larger task and the delays in finding the
specific document will lead to delivery delays, so my expectations for accuracy
are absolute and I want to find the particular document instantly and not
hidden in the 3rd page of the search result.
Apart from the fundamental usage difference there are
definite technical differences emanating from the larger number of data types
that intranet searches need to tackle, the federation of information sources,
the lack of vested interest of authors to manually embed rich metadata with the
Traditional enterprise search engines relied heavily on
metadata to index documents; and accuracy of the search depended on the
performance of the crawler to extract meta-tags from content- file name,
author, date, information source. Of late there has been increased adoption of
content analytics to enable semantic and faceted search which has had a
significant impact on the accuracy of search results. And accuracy of search
improves dramatically with powerful content analytics technology.
Next week I will continue this discussion to talk about how
analytics improves search.
Guest post by Steve Studer Offering Manager - IBM ECM Marketing
Products and Strategy
Observing the success of social networking and content
search tools reminds me of one of my favorite books called "Connections"
Burke. What I find they have common
is that a business' success is very much dependent on content being utilized
meaningful ways, e.g. connecting that content to the right people who can then
leverage the information for multiple purposes. Mr. Burke sites that one of the
biggest catalysts that changed the world was the establishment of the Library
in Venice where every ship arriving to do trade
was asked to provide books that were then reproduced by scribes and made
available to anyone who came to the library of Venice. What I find so fascinating is how the
idea's presented in this book was also adapted into a popular television series
on PBS and is now is electronically available. To me the essence of Social
Collaboration is to connect content to people and processes and to provide
context where Idea's can be freely exchanged. This typifies why IBM
Connections Enterprise Content Edition is so important to business today.
By the way, anyone interested in reading the book or watching the TV series can
for "Connections by James Burke" or View the multi- part
documentary on YouTube or buy the EBook
As James Burke often points out, the library concept expands
knowledge transfer at the same time it can be a great catalyst for change.
Connecting content with people can be the greatest incubator for expanding
abstract ideas. One case in point that happened to me just last week was one of
my colleagues found a WIKI link which I had authored and tagged in IBM's
Internal Connections site. What I found
so interesting was how the person discovered me. I had tagged a document inside the wiki with
meta-data tags for content analytics and social collaboration. I turns out this
person is working with several customers and was looking for an expert on the
topic of Social Content and any presentation materials that could serve as
educational tool for the customer.
Reaching the assets was only small part of her solution to her
challenge. The fundamental piece she
needed was connecting with the right subject matter expert who could help
present these concepts. I'm happy to say
I made her day because she was able to intuitively navigate our internal Social
Content community, locating both the content and expert, literally giving life
to the meaning “context to content and people”.
In closing, as James Burke so brilliantly points out, the
transfer of knowledge is the greatest catalysts for change. Consider what
wonders man has been able to expand upon when the transfer of information
happened at a wind and sails pace and the medium was primarily paper in the
form of books or correspondence. Back
then, the sharing of content and knowledge was rarely done face-to-face because
of the time it took to travel long distances, e.g. weeks, months and many
instances even years. It is unfathomable to me the impact that these new social
tools will have when you consider that connecting content with people on
opposite ends of the world can now be linked at the speed of Ethernet, not to
mention the ability to share that information through multiple social and
mobile content mediums. These new
technologies will definitely contribute to the "The Day the Universe Changed"
or at minimum a Smarter
business creates opportunities as well as challenges. How will you securely
integrate your existing content with blogs and wikis? How do you make the most
of your existing content management systems?
To help you
answer these questions Cengiz Satir spoke with top social business leaders to
discuss these topics and more.
here to download a series of podcasts, including a conversation with
Doculabs on Social Business and Enterprise Content Management. Find out how to
keep users satisfied and your corporate knowledge in-check. And hear what IBM
is doing to help create productive experiences among employees, suppliers,
partners and customers.
getting the most from your social business initiatives?
If you will be attending the AIIM Conference in San Francisco, we would
love to meet with you to discuss your organization's specific needs. Join us
for a roundtable in the SolutionCenter at March 21 at 3pm
to discuss how social your business should be. See our session on March 22 at
2pm "The Future is Here: Content-in-Context is IBM Social
Content Management" about how to keep your content social and
"moving" to increase value.
organization creates more social, mobile, and content-centric applications the
amount of content to be shared and managed can be a little scary. Not only do
you need to ensure that the data is available and usable, but you'll need a
solid governance plan and security protocol. But where do you begin?
Satir, program director for IBM Enterprise Content Management believes that
Content Management Interoperability Services (CMIS) is the answer. CMIS
addresses the challenges of content that needs to be shared across repositories
and systems while improving operational efficiencies. He agrees with AIIM
president John Mancini who says "CMIS is a standard whose time has
has written a white paper covering CMIS "Content
Management Interoperability Services, A Social and Content-Centric Wave"
that is available by clicking this
link. In it, you will find information about how to cut costs and enhance
productivity through the use of metadata taken directly from social and mobile
applications. Learn how to avoid reliance on inflexible, proprietary ECM
solutions, as well as using web 2.0 technologies to drive more informed
will be attending the AIIM Conference in San
Francisco, we would love to meet with you to discuss
your organization's specific needs. Join us for a roundtable in the SolutionCenter at March 21 at 3pm to discuss how
social your business should be. See our session on March 22 at 2pm "The Future is Here: Content-in-Context is IBM Social
Content Management" about how to keep your content social and
"moving" to increase value.
If the word "social" brings to mind the teenagers
in your life endlessly Twittering and updating Facebook, you might be hesitant
to tell your employees to go forth and Be Social. But before you imagine a
doom-and-gloom scenario of all of your employees blogging cat pictures,
consider the benefits of social technologies.
Social spaces include – but are not limited to – external
sites like Facebook or LinkedIn. Your organization might be more social than
you think! Consider spaces like Team Rooms, collaboration spaces, or wikis –
those social spaces encourage interaction and generate valuable content and
knowledge. Your organization can collaborate more efficiently – what took
minutes or hours can now take seconds to find using social collaboration tools,
which can be established to share information internally, externally, or both.
But how do I ensure that my organization doesn't end up
with a mire of too many wikis, blogs, etc. and end up losing track of my
content? It's important to formalize a social content strategy, much like
your existing content management strategies. You'll want to be sure that you're
saving the right things at the right time and ensuring that data is properly
stored and managed.
The Association for Information and Image Management (AIIM)
created a white paper called "Managing Social Content – to maximize value and minimize risk" (click the link to download) that is an excellent starting point for any
organization trying to determine "how social should I be?" The paper explores
topics such as the benefits of social business, the growing importance of
recording interactions from social business applications, current models for
social content management, functional requirements for a social content
management system, and more.
If you will be attending the AIIM Conference in San Francisco, we would
love to meet with you to discuss your organization's specific needs. Join us
for a roundtable in the SolutionCenter at March 21 at 3pm
to discuss how social your business should be. See our session on March 22 at
2pm "The Future is Here: Content-in-Context is IBM Social Content Management" about how to keep your content social and "moving"
to increase value.
I wanted to share some resources available to you. At The Archive and eDiscovery Solution Information Center (http://publib.boulder.ibm.com/infocenter/email/v2r1m1/index.jsp) you can find product information for IBM Content Collector, IBM InfoSphere eDiscovery Manager, and IBM InfoSphere eDiscovery Analyzer. In this version of the information center, you can filter information by product, version, and repository type. In addition, there are four multimedia viewlets for conceptual introduction, including cross-product (showing how eDiscovery Manager and eDiscovery Analyzer work together):
If you are an administrator you can take a guided tour of eDiscovery Analyzer guided tour for administrators (http://publib.boulder.ibm.com/infocenter/email/v2r1m1/topic/com.ibm.eda.doc/tour/eda_admin_tour.htm?noframes=true)
If you are an end user you can take a guided tour of eDiscovery Analyzer guided tour for end users: http://publib.boulder.ibm.com/infocenter/email/v2r1m1/topic/com.ibm.eda.doc/tour/eda_admin_tour.htm?noframes=true
Take a tour of the information center (http://publib.boulder.ibm.com/infocenter/email/v2r1m1/topic/com.ibm.emailtoc.doc/edisco_viewlet.htm)
The IBM Content Collector product has a local, installable information center where you can add eDiscovery Manager and eDiscovery Analyzer information via an updater tool.
Now that P8 4.5.1 has GA'd, here's another big information deliverable -- customized installation documentation.
Basically, we've heard loud and clear from you, our customers that about 1/3 of the two main installation documents (Plan and Prepare Your Environment for IBM FileNet P8 and IBM FileNet P8 Platform Installation and Upgrade Guide) apply to your environment. During this release, we converted the source to XML DITA and applied metadata so that we can produce shortened PDFs of the documentation based on specific metadata values, such as: operating system, application server, database, LDAP server, and so forth.
We've pre-built 18 different combination's that we think best match what you are using:
As I mentioned in my last post, last week kicked off the 2009 Regional ECM UserNet Meetings across the country, with Seattle leading the way, and Columbus following this past week. Next on the list is Chicago, which is this coming week on April 14, and then they carry on from there. Before I get into my thoughts from the event in Seattle, just a reminder to the community, if you have not already registered, go find the one nearest you and SIGN UP! Here's a link to them all, and of course, you'll find this same link in our Bookmarks area of the site, and in Important Bookmarks on the right side of the home page.
Before going further, I should put in a disclaimer that I happen to be president of the Pacific Northwest UserNet here in Seattle, and so my views may be slanted about our event. That said, I thought it was excellent (shocking, I know!).
We started with the usual UserNet housekeeping, put your cellphones on stun...err...vibrate, thanks to the sponsors (who really make these things happen, otherwise we wouldn't be able to have all the food, hotel, fly in IBM experts, etc), pass the mic around the room and introduce people in the audience to each other, overview of the agenda, etc. Tom Rieger and his team from IBM spend an immense amount of time pulling these together, and it's always great when he takes the stage and kicks one off. I joined him for part of the introduction, and then we brought up Ranjun Chauhan (who is leading the social media charge for IBM ECM and is the leader of this site), who did a great introduction about this very ECM online community, and then we turned it over to Dave Caldeira from IBM who did a great "main tent" overview of the IBM ECM strategy and platform. Dave always does a great job, and if you haven't seen him speak, you should take any chance you get, he knows his topic VERY well!
From there, we went out into breakouts, and while I can't speak for all of them, the ones I went to were very well done. A bit about the ones I went to: SharePoint and Quickr Connector Update - My opinion, if you use SharePoint and an IBM ECM product, you HAVE to have this. SharePoint is the file share of the 21st century, it doesn't scale well (thanks to storing all the documents in the database), and quickly gets out of contro - the connector solves these problems, lets you archive to your IBM ECM system, declare records, run through workflows, etc. and still do all the things that SharePoint is great at (like collaboration, lists, project management sites, etc.). If you haven't seen this tool and all the great things you can do with it, and you have SharePoint, you need to check it out! Hands On Lab - P8 4.5 and BPM - Plain and simple, the stuff in P8 4.5 is the best example yet of the capabilities that IBM brings to the table, from bundling of WebSphere with P8, to the amazing widget/mashup technology with BPM, it is the most important release of P8 ever, in my opinion. Having hands on experience with this can't be beat, and I'd say it is a true "can't miss" session - no other vendor has any technology even close to what IBM is doing in the BPM space, it was very impressive (and was definitely the talk of the conference)! Customer Case Study - DAT at Chelan County PUD - I always like to see what other customers are doing, and my friend Dave (not sure if he wants his last name broadcast, so I'll keep it quiet to protect the innocent) has built a great tool with help from a partner (RKO, run by Sean Fitzpatrick, also a great friend), to allow business users to find their documents, export the results of their searches to Excel, etc. Very cool stuff, reminded me of a tool that we developed at another place I worked called the View Framework. Content Federation and Integration - This is the technology IBM bought years ago when they acquired Venetica...it is a pre-cursor to the CMIS standard that is getting all the press now...it is super technology and I've always been a fan, great to see that now they're working with SharePoint, Livelink, Documentum, and a whole host of other systems. The IBM repositories are all supported out of the box, so for instance, if you have P8, and you need to federate (or migrate) CM documents, or CS documents, or IS documents...this is something you should be looking at, again, in my opinion. Enterprise Security and P8 Platform - Ah, single sign on, the holy grail of P8...unless you have SiteMinder, or some Tivoli stuff, or have a tool that fills in your logons for you, I bet you don't have it working...SOMEDAY it will be easy...I hope...it's so complicated with all the different components, different rules apply to java and .net, on and on. I always try to get exposed to it, and always learn something (and usually realize how much more there is to learn in this space that I don't know!).
Of course, it's not all sessions, we stopped for lunch, vendor expo, and more networking, between the second and third session above. To close down the night, we had a big reception with food and drinks, a raffle with lots of prizes donated by sponsors (I made SURE that my name was not in the drawing, nothing looks more fixed than when the president of the user group wins a raffle!), and lots of great conversations about IBM ECM. Hopefully people reading this post were at the event, or went to, or are going to, another of the UserNet meetings...what did you think, or if you haven't gone yet, what do you want to see?
Until next time...Happy Easter/Happy Masters/Happy weekend, and shutdown -r now (a little UNIX reboot joke this time, can't always pick on Windows)... --Ian
the last post (Part 1) I indicated that we were going to talk about the first
steps of the establishment of an ECM Center of Excellence organization. But
before we go there we have a few other things that need to fall in place.
Establish a ECM Program and Program Manager
ECM to be successful at a enterprise level, it must be treated as a program. A
program with a Steering Committee that is representative of the whole
enterprise and leverage it to provide guidance, impetus, and a high-level
sign-off for company-wide issues such as the corporate taxonomy, key metadata,
and security models as well as critical SLA and Disaster Recovery/Business
Continuity requirements. The ECM Steering Committee is responsible for the
establishment of a ECM Center of Excellence, first by assigning a ECM Program
Manager that is responsible:
program services are visible, planned and managed to the client’s goals and
the development of ECM vision and strategy
development, promotion and management of ECM services
creation and adherence of best practices, proven methodologies and processes
continuously refine COE metrics and management reporting
Develop an ECM Program Roadmap
of the first item of the ECM Steering Committee is to assign resources to work
with the ECM Program Manager to develop an ECM
Program Roadmap. First step of the ECM Program Roadmap is to evaluate
current state followed by gathering current and future business and IT needs.
Once the current state and needs are determined then the high-level future
architecture is defined. A gap analysis from current to future is performed
which drives the rest of the ECM roadmap. The roadmap needs to address both the
ECM COE development/implementation, ECM technology planning/design/deployment
tasks and the establishment of measurements/system validation tasks.
ECM COE Foundation Development group of tasks in the ECM Program Roadmap,
includes the identification of needed services, and a development plan for the
COE resources. The development of key ECM COE processes to run the COE as well
as develop and deliver the needed services.
ECM Technology Planning & Design group of task focuses on the development
of the ECM Technical architecture and produce the architecture artifacts to
integrate into your Enterprise Architecture. On of the important artifacts that
I want to point out is the concept of Solution Patterns. Later I will discuss
packaged (tiered services) and these solution patterns provide governance when
to use particular packages and provides guidelines around the extension
(customization) of these packages. The other activity of this grouping is the
development of an ECM Technology Deployment Plan which will be a detailed plan
and timeline of the deployment of all the ECM underpinning as well as the
services provided to the organization
Identify ECM COE Offered Services
evaluate the current state (first swim lane) of the ECM Program roadmap,
information was gathered to define a high-level architecture to meet the
business/IT needs. Now the ECM COE resources look at the business
challenges/objectives and the future architecture and define appropriate levels
of functionality for various segments of the potential user base.
COE and business units work together to define various packages or tiers of ECM
functionality (for example: ranging from packages with basic store-and-retrieve
capabilities, to more advance packages offering revision-control and automated
workflow capabilities). Other tiers may take into account the acceptance of
change in the business units. Some business units may desire mature services
and avoid change while others may require more leading edge technology which
typically involves introduction of technology on a more frequent basis.
leveraging package solutions is the desired for fast deployment and cost
containment of ECM to the business, it may not meet all the requirement of the
business. In that case the package can be used as the base and custom
components augment the package to meet the business needs. All custom
components will be design with reuse in mind and could be considered ECM COE
services as well.
the Current/Planned ECM technology and the project pipeline, a prioritized
delivery plan of packages and custom components can be developed. The Industry
ECM Direction can be used to determine other services/packages that might need
to be developed that are not currently needed by projects in the pipeline.
Services that have no immediate need but need is expected in the near term,
should be noted and once the ECM COE has needed services implemented, these
will be areas of research focus (Research is a key recommended process that
will not be discussed in this presentation).
far we have been talking about technology services but the ECM COE also
provides Advise & Consult Role based services to the enterprise. Services
Solution Design Services – ECM COE Architect Role provides the knowledge to
develop business solutions leveraging the ECM technologies. These solutions can
be either: Content Storage and Retrieval Solutions: These solutions are
primarily focused on centrally managing content (paper and electronic) as well
as content retrieval. Typically a generic client is provided for retrieval.
Document Centric Workflow Solutions: These solutions not only focus on
centrally managing the content but managing the business process that leverages
the content. Typically this will be a BPM application with a customized user
Solution Requirement Gathering Services - ECM COE Process Designer/Business
Analyst provides the skills to help the business gather and understand their
requirement and translate them into ECM solution requirements. This information
is then used by ECM COE Architect to more efficiently and accurately design a
Modeling Services - ECM COE Process Designer/Business Analyst is
knowledgeable in principles of process modeling as well as the tools to assist
the business with documenting their current and future process with ECM
technology enablement. The ECM enable process models then can be used by the
technical designer to automate the model with the BPM tool
Technology Research Services - ECM COE provides the skills to evaluate and
research new ECM technologies and help the business in the selection of
technologies to meet their requirements
ECM COE role services should be indentified during this exercise so that it can
be communicated to the customers resulting in strengthen ECM solution provided
by the ECM COE
time flies when having fun. I am out of time and my daughter is waiting for me
to tuck her in so on the next post we’ll pick up with a discussion of the next
step of a ECM COE Foundation Development.
let me know what you think. All feedback is greatly appreciated.
you thinking about how to get the most of your ECM investment? Are you thinking
about ECM shared services as the way to achieve more out of your investment? If
ECM shared services is in your future then let me make a recommendation: The
establishment of an ECM Center of Excellence organization is one thing that
will significantly improve your company’s chances of success with that ECM
Shared Services program.
let’s back up a little and start with some background for this recommendation.
the exponential growth in the amount of unstructured content as well as
compliance exposures that all that content can bring, ECM is becoming a
priority within many organizations. Where in the past, content management was
deployed to meet departmental needs, in certain niches within the
organizations, it is now being recognized as an enterprise-wide need: An
infrastructure investment rather than a niche application. If you look at ECM
for enterprise deployment, it makes sense to offer all the functionality of ECM
as a shared service.
thinking of an ECM as a series of shared services, let’s not think only of the
technology services (infrastructure) but human capital role services as well.
What I mean is it is easy to see the technology services such as content
capture, repository, discovery, compliance, and business process management
services but what about ECM solution requirement gathering, solution design,
process modeling, and project management services just to name a few. And don’t
forget about ECM support services like technology administration, governance,
management processes/practices and others.
like the sharing of the technology provides cost-effectiveness, sharing of the
intellectual capital of the human role and support services provides that same
benefit and more:
- Leverage experienced resources and
proven methodologies to help guarantee successful solutions.
- Assist customer resources who may not have
experience designing and implementing solutions
- Better positioned to support corporate
and data governance
Faster Time to
Market of ECM Solutions
- Jump start idea generation for the
business solution and the technology implementation and keep each group from
“finding their own way”.
- Expertise to drive business process
What is an ECM COE?
ECM COE is a cross-functional team with a permanent formal organizational
structure. It has defined tasks, roles, responsibilities and processes for
support and promoting the effective us of ECM across the organization. It is
staffed with employees from the organization itself, although some roles or
functions might be insourced or outsourced. The ECM COE is tasked with driving
the proper use of ECM technologies throughout the organization, making it
available in the appropriate forms to business users.
What does an ECM COE look like?
start off and say there is no universally accepted standard for ECM COEs, as it
will vary from organization to organization. Also there is also no “silver
bullet” for implementing an ECM COE within an organization. Each organization
has its own vision, mission and goals for a COE and there is the organization
culture that has to be embraced as well. ECM and IT governance maturity also
plays a big role in how that organization will be structured. I would like to
suggest instead of “what does an ECM COE look like” we take it from a different
angle. Let’s look at the mission/vision and goals of a mature ECM COE and
briefly talk about the key characteristics found to meet their goals. The key
characteristics that will be briefly outlined below are derived by the use of
an ECM COE strategy map approach levering the Norton and Kaplan Balance Score
Card Framework. My intent is to dive more deeply in future posting on each of
these characteristics but for now we are going to keep it at a high level.
COE Vision Example
maximize shareholder value by leveraging specialized technical resources,
competencies, and infrastructure across lines of business, providing solutions
to infrastructure and business problems through world class research,
architecture design and the utilization of business process management, and
content management technologies.
COE Goals Example
discussed above the key to a COE success is providing both technology and role
based services to accomplish the following:
Utilize ECM COE Services
to enable high value solutions
·Provide proven methodologies and resources for
·Identify opportunities for appropriate use of
·Use the right technology to solve the problem,
not the hammer looking for a nail
·Integrate the business process and the
·Match the scope of the solution with the
Faster time to market of
ECM enabled business solutions
·Positioned to quickly respond to
- Ever-changing business environments as
they introduce new products and services
- Changing technology demands
·Remain agile from a technology/product
Enable data and
corporate compliance programs
·Corporate Governance Compliance
- Ensure that Corporate Compliance
(Records Management) is addressed around all ECM technologies
- Support Data Governance by embracing
corporate taxonomies across all ECM technologies
Ensure ECM effectiveness
across the enterprise
·Provide shared repositories
·Develop and leverage reusable services
·Broker partnerships within the enterprise
·Provide governance and best practices
·Develop synergies of concentrated talent
·Stay in front of the trends to provide
·Partner with business lines to prevent false
ECM COE Characteristics Example
what are some of the characteristics in a mature ECM COE to meet the above
goals? This is where the Kaplan and Norton Strategy map comes into play.
Without getting in to a great amount of detail (saving that so I have something
to blog about later), this framework has you focus from various perspectives to
meet your goals.
achieve the COE vision/mission how must we look to our business lines?
perspective is a little different than the other two we will outline in this
blog. Remember ECM technology does not provide any value. It is the application
of the technology in a business context that provides the value. When answering
this perspective question above, three of the four goals outlined were derived.
The “ECM effectiveness across the enterprise” goal was and indirect goal coming
from the next perspective.
satisfy our business lines, at which COE process must we excel?
answer this perspective question the following process/plan objectives were
innovative ways to leverage ECM technologies
Expand COE services use
within the enterprise
Develop/Enhance/Deploy reusable COE services
Develop best practices
strategy for ECM enabling business solutions
Timely Delivery of COE
Provide corporate ECM
Quality delivery of COE
Provide Cost effective COE
Broker partnership with
owners of ECM technologies outside the control of the COE
Interlink with Corporate
Learning and Growth Perspective
achieve my COE Vision, how must my organization learn and improve?
perspective question is addressed with the following objectives:
ECM trends, services, and products
Provide for the expansion of
ECM proficiency within COE
Promote ECM Technology
awareness for the Enterprise
Promote the awareness of the
COE strategy and measurement throughout the COE
we have looked at a COE vision, goals, and strategy objectives of a mature COE
organization. So what do you do with all this information? In future blog
posting my intent is to drill down into each of the objectives in the context
of the example organization to show you how each of these objectives had a
cause and effect relationship with the goals described. I will talk about what
measurements and targets were put in place to ensure the objectives are being
met. My intent is to show you the value of taking a measurement based approach
when establishing an ECM COE.
Where do I start in building an ECM COE?
this high-level information is a good starting point if I am an established ECM
COE. What about building a COE organization? In the next blog I would like to
address that thought through a 5 building block approach.
Develop an Staff Plan to
deliver and maintain the COE Services
Identify and develop key
Identify key success
this building block approach I will link it back to the perspective strategy
objectives outlined above to drive home the point of the importance of
developing the COE strategy and measurement as you build the organization.
today blog we have talked about the importance of an ECM COE organization model
in a successful ECM Shared Services journey. Now with that said many companies
believe that having an ECM COE in place will guarantee ECM program success and
enable ECM business value. That logic can be flawed. Establishing the ECM COE
is just the first step but the real key to success is the measurement of
results and the continual improvement of processes and methodologies to drive
the result needed to meet your objectives and vision. The approach outlined in
this blog and future posting are based on measuring the ECM COE organization to
show success and areas of improvement.
feedback is greatly appreciated. Please let me know if you find this
information helpful or have questions.