Program Management ECM is an ongoing strategy,involving multiple projects designedto gain control of the organization’sunstructured information. Within thecontext of an overall strategy:
● Tackle specific projects singly, witheach adding business value andaddressing a portion of ECM
● Select projects for business value,not simplicity
● Produce a business case for eachof these programs separately
Project Management● Identify scope of initiative:
geographic, organization, legacycontent to be migrated, information types, informationclasses, and time tables
● Plan your project phases,activities, and deliverables
● Avoid scope creep, but realize thatsome tradeoffs will be necessary
1. ECM Program and Project Management 2. Information Governance Framework 3. Concept of Operations (ConOps)
4. Information Survey
5. Business Case
12 Steps to ECM Success - Best Practice for Implementing ECM12 Steps to ECM Success - Best Practice for Implementing ECM
AIIM EuropeThe iT Centre, 8 Canalside, Lowesmoor Wharf, Worcester WR1 2RRTel: +44 (0)1905 727600 Fax: +44 (0)1905 727609Email: [email protected] Web: www.aiim.org.uk
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For additional information visit: www.aiim.org
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Object The goal of any enterprise contentmanagement (ECM)implementation is the effectivemanagement of business content.ECM is the technologies used tocapture, manage, store, preserve,and deliver content anddocuments related toorganizational processes.
Equipment Organizations need the followingpieces to play:
● A business plan that identifieswhat content is important inyour organization and how it isto be managed.
● The right team of people,including proper training (IT,legal, executive support,records managers)
● The right technology(collaboration, documentmanagement, BPM, Webcontent management, recordsmanagement, capture tools,etc.) to turn the business planinto reality.
Game PlayMaking an ECM implementationwork requires planning andattention to detail. While this maylook like a simple, step-by-stepprocess, many of these steps willoccur simultaneously. ECM is acomplex set of technologies that
work together. The best way tocreate the right solution is toidentify organizational goals andpriorities. Common drivers includeenabling easy access andretrieval of content, as well asreducing risk and meetingregulatory requirements.
WinningWinning 12 Steps to ECMImplementation will differ for eachorganization. At a minimum,placing all of an organization’scontent into a plan for managingcontent throughout that content’slifecycle is a baseline of success.Creating and maintainingcorporate records in accords witha compliance plan is success.Generating revenue by moreeffectively delivering service tocustomers is success. Savingmoney by purging hundreds,thousands, or hundreds ofthousands of documents from anorganization’s IT infrastructure issuccess.
One final note, the game neverends. The business andregulatory environment is in aconstant state of flux. Newproducts and regulations,improved technology, etc.combine to create a constantlyshifting environment to which yourECM plan will need to adapt.
Collaboration
Compliance
Continuity
Cost Reduction
Risk Card
Successful pilot,
GO TO STARTfor the next
implementation.
Risk Card
A workgroup has
heard about the
ECMS pilots
underway and wants
to start a pilot too,
GO TO START.
Benefit Card
ROI for an ECM
Program includes
both hard and soft
benefits.
Benefit Card
Enlist the aid of
consultants and
system integrators in
the planning and
implementation of an
ECM program.Risk
Card
New regulatio
ns
announced,
GO BACK 4 STEPS
and revie
w
informatio
n
management policy
and ECMS for
compliance.
Benefi
t Card
More than
“managing” c
ontent,
an ECM program is
“content a
t work”
.
Benefit Card
A successful ECM
program must be
fully supported by
executives at the
highest level in the
organization.
Risk Card
Email managed by
deleting all messages
over 90 days or when
storage space was
consumed,
PAY $1 MILLION.
Benefit Card
Successful ECM and
compliance plan. Get
out of jail free..
Risk Card
Ineffectual
compliance plan for
litigation hold.
Pay $5 million fine.
Benefit Card
Change
Management for a
successful ECM
program requires
communication,
training, and
ownership.
Concept of Operations (ConOps)Facilitates communication andagreement of stakeholders to theECM vision and leads to permissionto begin the project by ensuring thatthe project contributes to the overallcontent management and businessstrategies.
ConOps describes: ● Future vision after project
implementation● Organizational changes and
content governance structures● New business processes,
behaviours, and ways of working● Tools, applications, and IT
infrastructure needed
6. Business & System Requirements
● Understand and document yourrequirements● Stakeholders’ needs must be met
● Document relevant needs of thestakeholders
● Align ECM system objectives withstakeholders’ target outcomes
● Enable program to be scoped,planned, and delivered effectively
● Develop a requirement document,which will become the basis for thesystem development design● The ConOps outlines the ECM
vision
● The information survey describesthe business goals, processes,and activities, plus requiredinformation
● If available, use a standardspecification organization toensure proper structure forstakeholder and survey results
● Interview senior stakeholders andrepresentatives of the end usercommunity
● Draft a business and systemsrequirements specification basedon the above. Review untilconsensus is gained
8. Users and User Involvement
ECMS needs to hold many detailsabout users● Each user has one or more “role” /
category● Each user is in one or more
“workgroup”● Workgroups facilitate access
control
Information on each usergenerally includes:● Contact details● Workgroup(s)● Role(s)
● Security clearance● Access rights by class / folder
Users should be involved in theoutline of the current situation andneeds, and in the trial use of potentialECM systems. Real involvement, notlip service, for involved users isneeded for success.
Involved users will lead to a goodconcept of operations and anappropriate ECM system to move intoa detailed trial with.
10. Model Offices & Pilots
A Model Office involves users, trainers,content managers, and admin staff tocreate a new working environment,and develop new procedures andways of working. It helps:
● ECM software selection ● Refine functionality and user
interfaceThis is more of a laboratory setting,with users away from their desks.
Pilot● Start roll-out of new ECM
environment
● Use “‘real” IT infrastructure ● Sit at own desks, in normal office● Do normal work tasks● Real-world evaluation of new ECM
environment● Provide realistic assessment of
performance achieved● Test entire project, not just
technology● User feedback & improvement
suggestions on functionality andperformance
● Refine documentation and training inlight of experience
7. Business Classification Scheme
A business classification scheme(BCS) allows users to file, find, andshare information. A BCS is:
● The structure used for organizing,accessing / retrieving, storing, andmanaging information
● Used to classify documents &records
Developing a BusinessClassification Scheme
View the development of a businessclassification scheme in phases: 1)determine your overall approach; 2)create a high-level view across the
organization; 3) build a detailed plan ina pilot; 4) roll out in the pilot area; 5)refine and repeat
● The critical success factor of a goodBCS is the time it takes users to fileor find information
● A BCS will change● Involve all staff to obtain many
opinions● It won’t be exactly right the first time
An information survey provides apresent-state of what your content is,where it is located within yourorganization and how well it is alignedwith business needs. Identifying thelocation of content improves thebusiness case while clarifying businessand system requirements.
An information survey helps identify:● What content and business flows are
present● Information gaps (what content is not
present)● How long should it be kept● How to rationalize information
(eliminate duplication, planningmigration, more effective flow)
Planning a Survey● Agree upon the purpose and scope of
the survey● Decide how to understand the
business goals, business processes,activities, and required information(e.g., one practical approach to aninformation survey is to study the flowof work).
● Agree upon necessary level of detailsfor collections and users
● Determine how to communicate andmotivate managers and usersinvolved
● Shows how ECM-related projectsupports business strategy
● Helps convince senior managers tosupport project
● Communicates important informationto people in business and on theECM-related project
● Provides clear recommendations formaking decisions
● Enables success to be measuredand benefits realized
● Quantified in financial terms● Used for cost-benefit analysis in
business case● Financial targets set and
subsequently monitored● Quantified in non-financial terms
● Important for differentiatingbetween alternatives
● Benefit levels may be assessedsubjectively
● Numeric targets set & monitored● Non-quantifiable or intangible
benefits● Important for differentiating
alternatives● Benefit levels may be assessed
subjectively● Targets set and monitored for
indirect or “shadow” measure
9. IT Infrastructure
ComponentsWhen planning, managing, or operatingan ECM IT infrastructure, using thisstructured framework for any analysis willhelp you to ensure all aspects ofintroducing or changing ECM areconsidered and addressed. Mostorganizations have the following ITcomponents:● Desktop / Laptop / PDA (Other front-
end devices - handheld scanner, etc.)● Network (include Internet, SAN, LAN,
firewalls)● Server / Data center (include external
services)
ArchitectureEach infrastructure component (desktop,network, and server) will have anarchitecture-set made up of:
The development architecture - theset of disciplines and tools, eachsupporting a specific task or set of tasksin the development process for ECMinfrastructure projects The execution architecture - the set ofdisciplines, tools, and standards requiredto run an ECM application on the ITinfrastructureThe operations architecture - the set
of disciplines, tools, and standardsrequired to keep an ECM productionenvironment up & running.Capability - Each infrastructurecomponent will have each of the threecapabilitiesProcess - the process required tofunction and operateResource / skill - the right people, rightskillsHardware / software assets - thephysical assets
Policies● Identify the information owner and hold
accountable.● Determine the lifecycle of content.
Some must be kept; the rest can bedisposed according to your policy.
● Information belongs to the organizationand should be shared with appropriatesecurity & access controls organization
Management - All levels in anorganization are accountable for theinformation they have control over.Important appointments:● Chief Information Officer (CIO)
● Information governance board
● Sub-group of executive board,includes key directors
● Program / project owner
● Accountable to the executive boardfor delivering expected benefits ofECM-related implementationprogram / project
● Information Manager
● Organizational role needed tomanage “corporate memory” andsupport users.
■ Information management function■ Maintains corporate business
classification scheme■ Maintains information and content
management policy■ Leads content management
community of practice■ Advises on relevant legislation■ Defines ECM reference information■ Ensures information is preserved■ Carries out disposition reviews■ Audits staff compliance with policy,
standards, and guidelines● Scanning centre
● Information hubs (“iHubs”)
● Information specialists in usergroups
AIIM International1100 Wayne Avenue, Suite 1100, Silver Spring, MD 20910-5603Phone: 301-755-2646 Fax: 240-494-2646Web: www.aiim.org
Development ofcontent managementacross the organization
● Refine / revise existingprocedures - refine inlight of experience
● New procedures andprocesses - exploit newenvironment
● Metadata capture● Searching & retrieving● Revise existing and
introduce newworkflows
Determine successmeasurements● Identify and precisely
define expectedbenefits
● Establish a benefitsmanagement structure
● Functions, roles,responsibilities, andcommunications
● Assess value, impact,dependencies, risks
● Develop a benefitsrealisation and trackingplan
● Schedule for benefitdelivery, assessments
● Develop an ongoingtraining plan
User & SystemMonitoring● User training revision● Business process
changes● System functionality
Pre-Conditions● Successful Pilot● Requirements met● Users satisfied with
systems and ways ofworking
● Business case valid● “Right” people in
project team● Project management
methods● Approval from senior
management /stakeholders
PlanCreate / follow adisciplined roll-out andmaintain activecommunication
Checklist of elements toaddress in the roll-outplan:● ECM and IT design● Training development ● Data migration● User acceptance
testing
Fallback plan● Analyse risk register ● Develop and gain
agreement onscenarios whereback-out may beneeded
● Develop and reviewoutline contingencyplans
● Produce a fallbackplan and contingencyplans
11. Roll-out
12. Post Implementation
Rules of the ECM Implementation Game
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www.docHarbor.com www.kodak.com
www.software.emc.com www.hp.com
www.ibml.com http://na.justsystems.com
www.kofax.com www.libertyims.com
www.microsoft.com www.omnirim.com
www.omtool.com www.systemware.com
www.towersoft.com
20X30_ECM_12step_Poster.qxd 3/9/07 10:38 am Page 1
JustSystems, Inc.100 Hamilton Ave. Suite 400Palo Alto, CA 94301
Tel: (866) 793-1542 Fax: (604) 602-9938 Email: [email protected]: http://na.justsystems.com
JustSystems’ XMetaL XML-based software and solutions for structuredauthoring and content collaboration helps organizations get to market fasterwith information products. By bringing automation to managing high volumes ofcontent, using industry standards such as DITA, and helping clients effectivelymanage the whole content lifecycle, XMetaL enables organizations to efficientlycreate, reuse, and manage information to publish into the languages andformats customers demand. Leading organizations using XMetaL such asPhilips, Texas Instruments, Moody’s, USAToday.com, and the US House ofRepresentatives have improved quality and accuracy of information, reducedpublishing costs, and accelerated time to market of materials.
Microsoft CorporationOne Microsoft WayRedmond, WA 98052
Tel: (425) 882-8080 Fax: (425) 936-7329 Web: www.microsoft.com/office/sharepoint
The 2007 release of the Microsoft Office system offers broad ECM capabilitiesthat empower people to drive business growth while reducing risk. With aMicrosoft ECM solution, your people can find and reuse information andcollaborate using the familiar Microsoft Office 2007 productivity suite. Integratedpolicies help protect sensitive business information while satisfying complianceand legal requirements.
With unified document, records and web content management, search, eFormsand workflow delivered through Office SharePoint Server 2007, ECM fromMicrosoft enables broad user adoption and reduces deployment costs andcomplexity. Robust extensibility, familiar tools and support for industry standardsallows customization and interoperability for diverse environments.
Go to www.microsoft.com/office/sharepoint to see how a Microsoft ECMsolution will amplify the impact, of your people.
Kofax16245 Laguna Canyon Rd.Irvine, CA 92618-3603
Tel: (949) 727-1733 Fax: (949)727-3923 Email: [email protected] Web: www.kofax.com
Kofax, a division of DICOM Group plc (LSE: DCM.L), is a leading provider ofinformation capture software. Kofax products enable organizations to automatebusiness processes and streamline transactions by collecting paperdocuments, forms, and e-documents throughout organizations, transformingthem into retrievable information, and exchanging it all with line-of-businessapplications, databases, and archives. Kofax products are widely used infinance, government, insurance, healthcare, and a broad range of companiesand agencies that must capture critical business information from paper andelectronic documents and forms.
ABBYYABBYY USA47221 Fremont BlvdFremont, CA 94538
Tel: (510) 226-6717 Email: [email protected] Web: www.abbyy.com
ABBYY Software, as a leading developer of document recognition, datacapture, and linguistics technologies, provides the foundation for many oftoday’s popular content management and capture solutions. ABBYY’sproduct offerings include;
FineReader Engine, Recognition Server, and FlexiCapture. FineReaderEngine, a comprehensive SDK, includes a full spectrum of ABBYY’srecognition technologies with functions in four major areas: full-pagerecognition, zonal recognition, PDF conversion and data capture. Meanwhile,Recognition Server, a server-based OCR and PDF conversion solution,provides API access for delivering scalable, reliable and rapidly deployableOCR functions with turn-key integration. Finally, the FlexiCapture line of datacapture and forms processing technology allow users to locate and extractdata from forms and semi-structured documents.
Clearview SoftwareClearview Software1660 Opdyke CourtSuite 100Auburn Hills, MI 48326
Tel: (248) 290-0230 Fax: (248) 290-0236 Web: www.clearviewecm.com
Clearview introduces a fresh, new approach to enterprise content management,bringing enterprise-class features and functionality to the mid-market. Designedto provide ease-of-use while promoting mass adoption across yourorganization, Clearview revolutionizes the way your users work with contentmanagement on their desktop. Uniquely created by a leading team of industryveterans, leveraging modern technology and Microsoft’s wave of new innovation(Windows Vista, Office 2007/SharePoint), Clearview is changing the way you seeenterprise content management.
Call us for a personalized demonstration today!
docHarbor15378 Avenue of ScienceSan Diego, CA 92128
Tel: (800) 364.9870 Fax: (858) 716.3400 Email: [email protected]: www.docHarbor.com
docHarbor provides document management as a service. docHarborDocument Services provides paper, digital, and film-based documentpreparation, scanning, indexing, and conversion services; scan-to-web accessto documents over the Internet or private networks; a robust online webpresentment and storage solution with scalable content managementtechnologies; digital and analog long-term storage; business continuity, disasterpreparedness; and professional services. Capture, manage, deliver, andpreserve information with docHarbor Document Services. docHarbor is adivision of Anacomp.
EMC Corporation 176 South StreetHopkinton, MA 01748
Tel: 508 435-1000 Email: [email protected] Web: www.software.emc.com
EMC Corporation (NYSE: EMC) is the world leader in products, services, andsolutions for information management and storage. We help organizations extractthe maximum value from their information, at the lowest total cost, across everypoint in the information lifecycle.
The EMC Documentum enterprise content management family of softwareproducts is based on a unified platform that enables customers to create,manage, deliver, and archive information that drives their business, fromdocuments and discussions to e-mail, Web pages, images, XML, reports,records, rich media, and application data. EMC Captiva input managementsolutions transform information from paper, fax, and electronic sources intobusiness-ready electronic content usable in enterprise applications.
Hewlett-Packard Company3000 Hanover StreetPalo Alto, CA 94304-1185 USA
Tel: (650) 857-1501 Fax: (650) 857-5518 Web: www.hp.com/go/documentmanagement
HP is a technology solutions provider to consumers, businesses, andinstitutions globally. The company’s offerings span IT infrastructure, globalservices, business and home computing, and imaging and printing. HP’smission is to invent technologies and services that drive business value, createsocial benefit, and improve the lives of customers. HP’s document capture andmanagement solutions include document scanning hardware, powerfuldocument processing and routing software, server and storage hardware,management software, as well as printing and data output devices-everythingyou need to capture, manage, and share business-critical documents.
See www.hp.com/go/documentmanagementto learn more.
Omtool Ltd6 Riverside DriveAndover, MA 01810
Tel: (800) 886-7845 Fax: (978) 659-1300 Email: [email protected]: www.omtool.com/AIIM-ECM
Omtool, Ltd. is a leading provider of document handling solutions that simplifythe integration of paper and electronic documents in enterprise informationmanagement systems. Our flagship product, AccuRoute, streamlines thecapture, conversion, and communication of paper and electronic documents,enabling fast, secure, simultaneous distribution to multiple destinations inmultiple formats. Available at any network-enabled scan device or from user’sdesktop computer, AccuRoute provides faster, more efficient workflows, whilereducing cost, complexity, and risk. Omtool solutions are used worldwide bybusinesses in document-intensive industries that demand secure handling,integration, and tracking of documents in full compliance with a range ofregulatory requirements.
Systemware, Inc15601 Dallas ParkwaySuite 1000Addison, TX 75001
Tel: (972) 239-0200 Fax: (972) 239-7242 Web: www.systemware.com
For more than 25 years, Systemware has provided ECM solutions to some ofthe largest companies in the US - across multiple platforms - in deploymentsmanaging terabytes of data and billions of documents. Designed for highperformance, Systemware securely captures, indexes, stores, and distributesinformation, regardless of native application.
Systemware’s Find Engine quickly and efficiently locates precise informationdown to the line level within a million page report at very high speeds throughour proprietary multi-level indexing technology.
Our SOA architecture helps customers leverage information assets, expandtheir customer view, improve productivity and customer service while reducingcosts and ensuring compliance.
TOWER Software12012 Sunset Hills Dr.Suite 510 Reston, VA 20190
Tel: (800) 255-9914 Fax: (703) 437-9006 Email: [email protected] Web: www.towersoft.com/na
TOWER Software is the proven leader in Enterprise Content Managementsolutions, empowering customers to take ownership of their data and achievesuccess through information management. The company’s award-winning TRIMContext software provides electronic document management, recordsmanagement, web-content management, imaging, workflow, and document-based collaboration into a single package.
With TOWER Software, customers take control of their business, compliancedemands, and turn vast amounts of information - from physical records to web-based content to electronic data - into accessible and tangible assets.
A privately held company founded in 1985, TOWER Software has thousands ofcustomers worldwide.
For more information please visit: www.towersoft.com/na
Imaging Business Machines, LLC2750 Crestwood Blvd.Birmingham, AL 35210
Tel: (205) 439-7900 Fax: (205) 314-1833 Email: [email protected] Web: www.ibml.com
As the industry’s leading innovator in high-speed full color scanning, IBML goesbeyond basic image capture with advanced solutions that streamline workflowand accelerate business processes. As a result, companies can deliver betterservice, capture data more easily, process payments faster, and more. Thecombination of ImageTrac scanning and intelligent software reduce workflowsteps while increasing productivity. The ImageTrac Scanning Platform deliversthe highest unassisted throughput in the industry, even for mixed documents,reducing processing labor, costs, and errors. Companies gain more processingflexibility with less effort. SoftTrac and DocNetics software bring sophisticatedintelligence and automation to scanning for process acceleration.
Eastman Kodak343 State Street Rochester, NY 14650
Email: [email protected] Web: www.kodak.com/go/docimaging
Kodak’s Document Imaging business is an industry leader and digital innovatorcommitted to helping companies capture, manage, archive, and deliver criticalbusiness information. Kodak is committed to providing a full complement ofdocument scanners, software, solutions, and services to meet the needs ofcustomers worldwide. The award-winning KODAK Scan Station 100–turnsdocuments into files for sharing anywhere on a network with convenience andease through an intuitive color touch screen–award winning KODAK i1200 andi1300 Series Scanners–deliver high image quality, speed, and affordability withthe smallest operational workspace available–and the new KODAK i1860Scanner takes production scanning to greater heights. All KODAK DocumentImaging products and solutions are backed by KODAK Service & Support,named Best Support Organization at the 2006 International Business Awards.
Liberty IMSThe Liberty Building3158 Red Hill Ave.Costa Mesa, CA 92626
Tel: (714) 751-6900 Fax: (714) 432-5335 Web: www.libertyims.com
Liberty IMS is the award winning provider of LibertyNETTM software platforms fordocument and report management, document imaging, and unstructured datamanagement. Major product lines include LibertyNET Enterprise for rapiddeployment of scaleable, tailored solutions without complex integrationprogramming, and LibertyNET Office for simple document managementfeaturing distributed capture with Multi-Function Peripherals. LibertyNETincludes the LAB, a tool for rapid off the shelf customization of workflow, line ofbusiness integration, and more. Liberty IMS delivers solutions through value-added resellers and OEMs to major vertical industry groups includingtransportation and logistics, government, financial, and healthcare.
Platinum Sponsor
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Whether your goal is to meet increasingly complex regulatoryrequirements or to gain faster access to your information,planning is the key to any successful ECM implementation.Following these 12 steps will help you achieve those goals.
12 Steps to ECM Success - Best Practice for Implementing ECM12 Steps to ECM Success -Best Practice for Implementing ECM
Gold Sponsors
About AIIM - The ECM Association
AIIM Europe● The iT Centre, 8 Canalside,
Lowesmoor Wharf, Worcester WR1 2RR (UK)
● Tel: +44 (0) 1905 727600
● Fax: +44 (0) 1905 727609
● Email: [email protected]
● Web: www.aiim.org.uk
AIIM is the international authority on Enterprise ContentManagement (ECM), the technologies used to capture, manage,store, preserve, and deliver content and documents related toorganisational processes. ECM tools and technologies providesolutions to help users with the four C’s of business: Continuity,Collaboration, Compliance, and Costs.
For over 60 years, AIIM has been the leading non-profitorganisation focused on helping users to understand thechallenges associated with managing documents, content,records, and business processes. Today, AIIM is international inscope, independent, implementation-focused, and, as therepresentative of the entire ECM industry - including users,suppliers, and the channel - acts as the industry’s intermediary.
As a neutral and unbiased source of information, AIIM serves theneeds of its members and the industry by providing educationalopportunities, professional development, reference and knowledgeresources, networking events, and industry advocacy.
Information about AIIM can be found at www.aiim.org (USA) orwww.aiim.org.uk (UK).
AIIM provides:Market Education - AIIM provides unbiased information throughthe AIIM Conference and Expo, nationwide roadshow events, AIIMWebinars and AIIM Newsletters.
Professional Development - AIIM’s industry education road mapoffers business and government professionals a variety of trainingopportunities. Our ECM & ERM Certificate Programs provideinstruction on the Why?, What?, and How? of Enterprise ContentManagement and Electronic Records Management via Web-basedand/or classroom courses.
Peer Networking - Through chapters, networking groups,programs, partnerships, and the Web, AIIM creates opportunitiesthat allow users, suppliers, consultants, and the channel to engageand connect with one another.
Industry Advocacy - As an ANSI (American National StandardsInstitute) accredited standards development organisation,
AIIM acts as the voice of the ECM industry in key standardsorganisations, with the media, and with government decision-makers. Our Industry Watch research reports provide intelligentinformation about user trends and perceptions.
Platinum sponsor profile
AccentureAccenture Information Management Services161 N Clark StreetChicago, Ill 60601
Tel: (312) 737-8842Web: www.accenture.com/global/contact_us Web: www.accenture.com/informationmanagement
Too much information? Not enough insight? Organizations have growing problemswith information overload: plenty of information that is surely valuable yet too littletime and not the right tools to use it to the best advantage. Finding powerful waysof collecting and analyzing internal and external data are necessary to counteractinformation overload, generate knowledge, and, ultimately, create value.Information management bridges both structured data, through businessintelligence and unstructured content, through portals and content management.
Through our information management services, we work with organizations toensure that required, valuable information is available and reliable so that newopportunities can be seized and businesses can be better managed. Our offeringsinclude:
Information Management: Business Intelligence:
• IM diagnostic; IM solution map
• BI diagnostic; custom data warehousing; large data warehousing; ERP datawarehousing; advanced business intelligence delivery; business intelligencesourcing
Portals & Content Management: Data Management & Architecture:
• Document management; imaging; Web content
• Data governance; data structure; data architecture; master management;records management; business data & metadata management; data quality;data security process management; collaboration; enterprise search
To discuss how we can help your organization, call:+1 (312) 737-8842 or visit www.accenture.com/informationmanagement.
Gold sponsor profiles
Benefits of becoming ECM Practitioner, Specialist, and Master:• Position yourself to be tomorrow’s leader by enhancing your business and professional skills
• Learn global best practices for planning and implementing ECM
• Discover real world solutions and best practices for challenges you face
• Learn from experts in the field who are able to answer your questions and address your comments
Who should attend:• Business Managers • IT Managers / Technical Staff
• Records Managers • Information Architects
• Regulatory Staff • Implementation Teams
• Solution Providers • Consultants
• Service Providers
PricingPricing for the AIIM Enterprise Content Management Certificate Program includes attendance (online or in-person classes) for one individual, an ECM workbook, checklists and resource guide; and access tosupporting ECM web courses. AIIM Professional Members receive a discount on all courses and programrates. Visit www.aiim.org/training for details.
Groups of 10+ professionals from one organization may qualify for a group discount. Volume discountsand site licenses are available for companies, user groups, professional associations, or social clubs.
Why ECM?ECM Strategic Workshop -1-day executive awareness workshopThe Strategic workshop provides a clear overview and explanation of ECM and its key components in orderto set the scene for the detailed examination of important concepts and actual implementations. It providesyou the knowledge and tools to gain ownership and support by senior executives and users.
What is ECM?ECM Practitioner - 14 online modules or 2-day training classThe ECM Practitioner Certificate Program covers the information lifecycle and related concepts such aselectronic document management, collaboration, business process management, and electronic recordsmanagement.
How to Implement ECM12 online modules or 2-day training classThe ECM Specialist Certificate Program covers the implementation and related processes such asanalyzing business requirements, developing a business case, and planning the implementation includingchange management.
Putting it all Together4-day training classThe ECM Master Certificate Program comprises main elements from the above strategic workshop andcertificate programs in addition to a case study exercise. The course provides complete coverage ofenterprise content management for professionals working in both the public and private sector.
Enroll in the program today to get a deeper understanding of:
The AIIM Enterprise Content Management (ECM) Certificate Program is designed from global best practicesamong AIIM’s 60,000 members. The program covers the strategies, tools and technologies used tocapture, store, manage, preserve and deliver information in support of business processes. This programwas developed in partnership with Cornwell Management Consultants and The Oxford Group.
The ECM Practitioner, Specialist, and Master programs lead to highly regarded AIIM designations. This is a newAIIM standard for industry professionalism and knowledge. By earning these designations, you can call yourselfan AIIM ECM Practitioner, Specialist, and/or Master. You can use the associated logo and title on your businesscard, email signature, web page, etc. The Strategic Workshop does not lead to any AIIM designations.
AIIM Enterprise Content Management Certificate Program
AIIM Education Advisory GroupAIIM’s ECM Certificate program is designed from identified trends and global best practices among our more than 50,000 members across the world. The content is defined and reviewed by our Education Advisory Groups in the USand Europe, constructed of several member companies including:
@doc • Adobe • Booz Allen Hamilton • Canon • Cornwell Management Consultants • CreditSuisseFirstBoston • Docubase • Doculabs • EMC Documentum • FBI • FileNet • Gartner • Gimmal Group • GlaxoSmithKline •Hummingbird • Hyland Software • JPMorgan Chase • Kent State University • Marion County Health Dept. • NHS National Services Scotland • Ricoh • OpenText • Ovum • SAP • Stellent • The Cabinet Office of UK • The NationalArchives of UK • TIAA-CREF • Tower Software • US District Courts • PwC • Xerox Global Services
V is i t www.a i im.org/ t ra in ing for deta i ls
A supplement to:
OmniRim Solutions Inc.2400-1066 West Hastings St.Vancouver, BC V6E 3X1 Canada
Email: [email protected] Web: www.omnirim.com
OmniRIM is the industry leader in Enterprise Physical Records Managementsoftware that enables organizations to automate and streamline themanagement of vital business records throughout their lifecycle, whileaddressing legal compliance requirements. The OmniRIM solution helpscompanies manage the increasing volume and complexity of their records whilegaining strategic value from them. OmniRIM provides organizations with rapidaccess to information which enhances decision-making and helps bring themcloser to compliance with prevailing laws and regulations.
OmniRIM physical records management software can be seamlessly integratedwith electronic records management systems offered by leading ECM providersso organizations can manage both their physical and electronic records througha truly integrated solution.
AIIM International● 1100 Wayne Avenue, Suite 1100,
Silver Spring, MD 20910-5603
● Tel: 301-755-2646
● Fax: 240-494-2646
● Web: www.aiim.org
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