Making ECM Work for Your Company: Things to Consider to Ensure Success Johnny Gee CTO & Principal Architect Beach Street Consulting.

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Presentation transcript:

Making ECM Work for Your Company: Things to Consider to Ensure Success Johnny Gee CTO & Principal Architect Beach Street Consulting

© Copyright 2014 Beach Street Consulting, Inc. All rights reserved. Agenda Who am I Implementation strategies Getting to know each other Getting things done Making sure things are right Refine and enhance Moving forward

© Copyright 2014 Beach Street Consulting, Inc. All rights reserved. Who am I Johnny Gee, CTO of Beach Street Consulting 18 yrs of ECM experience; still hands on Over three dozen clients in various fields Government & Intelligence Banking & Insurance Manufacturing Media & Publishing Government & Intelligence Banking & Insurance Manufacturing High Tech

© Copyright 2014 Beach Street Consulting, Inc. All rights reserved. Old Way

© Copyright 2014 Beach Street Consulting, Inc. All rights reserved. Modern Way

© Copyright 2014 Beach Street Consulting, Inc. All rights reserved. My Way

© Copyright 2014 Beach Street Consulting, Inc. All rights reserved. Getting to know each other Identify Exec Champion Assemble Workgroup Review Challenges Identify Metrics

© Copyright 2014 Beach Street Consulting, Inc. All rights reserved. Getting to know solution Demo Solution Review Goals Document Requirements in Context of Processes

© Copyright 2014 Beach Street Consulting, Inc. All rights reserved. Getting things done Adapt & Refine Solution Develop (if need be) Begin Integration Discussions

© Copyright 2014 Beach Street Consulting, Inc. All rights reserved. Making sure things are right Validate Against User Scenarios Start Promoting Solution Campaigning

© Copyright 2014 Beach Street Consulting, Inc. All rights reserved. Refine and enhance Demo Updated Solution Refine Requirements Set Expectations Get More User Buy-In

© Copyright 2014 Beach Street Consulting, Inc. All rights reserved. Moving forward UAT & Training Deployment & Go-Live Migration Governance Rinse and Repeat Think about other solutions

© Copyright 2014 Beach Street Consulting, Inc. All rights reserved. Change Management Training & Retraining Validate ROI Campaigning Successes

© Copyright 2014 Beach Street Consulting, Inc. All rights reserved. Migration Identify content sources Identify the value content Identify the risk of not migrating Evaluate cost against risk and value

© Copyright 2014 Beach Street Consulting, Inc. All rights reserved. Governance Set up governance committee Establish & enterprise information model Prioritize ECM & BPM initiatives

© Copyright 2014 Beach Street Consulting, Inc. All rights reserved. ECM/BPM Centric Solutions Contracts Management Accounts Payable/Invoice Automation HR Automation Onboarding & Off boarding Performance Appraisals Expense Management Content Publication

Questions