UNIVERSAL CONTENT MANAGEMENT December 8-22, 2006 University of Minnesota WCM Scoping Agenda

2 Day 1: Kick Off (December 8 th )  Purpose  Kick-off project and review Goals, Objectives and Success Criteria for the project  Topics  Team member introductions including roles and responsibilities  Overview Enterprise Content Management  Project Goals and Objectives  Project Success Criteria  High Level Scoping Agenda Review  Duration  2 hours  Attendees:  Project Managers  Project Sponsor  Steering Committee  Core Project Team  SMEs

3 Kick Off Agenda (Day 1 – December 8 th ) Topic Start Time End Time LeadAttendees Team member introductionsAAM ECM OverviewAAM Project Goals and ObjectivesRW Project Success CriteriaRW High Level Agenda OverviewAAM

4 Introductions  Please introduce yourself with:  Your name  Your role in the company  Your role on the project  Stellent  Alan Mackenthun – Program Manager  Steve Sommer – Chief Technical Architect  Tim Bergeson – Territory Manager  Doug Brunner – Sales Engineer  University of Minnesota  ?

5 Goals & Objectives (Big Picture)  What are the Primary Drivers of this Project (Ron)

6 Success Criteria  What are the success criteria for this project (examples: TCO reductions, ROI, Time to Market acceleration, etc)  (Ron)

7 Agenda Overview: Scoping Sessions Topics  The Primary Topics for the Scoping Sessions  Day 1 (12/8): Kick-off, Goals & Objectives, Success Criteria  Day 2 (12/11): Project Structure, Process, and Logistics  Day 3 (12/12): Platform Standards and Project Plan Set Up  Day 4 (12/18): Scope Definition: Content Inventory and Requirements Review  Day 5 (12/19): Scope Definition: Architecture and Infrastructure  Day 6 (12/20): Initial Solution Mapping & Work Breakdown Structure Creation (Could be used for additional Content Inventory or Requirements Detail if needed)  Day 7 (12/21): Solution Mapping, Project Planning & Documentation  Day 8 (12/22):Scoping Documentation Review and Wrap-up

8 Scoping Sessions Descriptions  Details for each Session  Purpose of session  Attendees  Suggested duration  Lead for each topic (Person presenting or facilitating session)

9 Day 2: Project Structure, Process, and Logistics (December 11)  Purpose  Communicate project management fundamentals that will be used to manage the project  Topics  Project Organization & Governance  Project Methodology  Stellent Methodology Review  Map Stellent Methodology to Client Methodology  Agree upon methodology for project  Project Logistics  Onsite/offsite, remote access, etc.  Communication Plan  Standard meetings, collaboration tools, issue tracking, etc.  Constraints & Timeline  Assumptions  Change Management  Risk Management  Duration  Full Day  Attendees:  Project Managers  Core Project Team  SMEs

10 Day 2: Project Structure, Process, and Logistics (December 11) Topic Start Time End Time LeadAttendees Kick off: Organization and GovernanceStellentCore Team Project Methodology & StaffingStellentCore Team Break Project LogisticsStellentCore Team Communication PlanStellentCore Team Lunch Constraints & TimelinesStellentCore Team AssumptionsStellentCore Team Break Change Management ProcessStellentCore Team Project RisksStellentCore Team

11 Day 3: Platform Standards & Project Plan Structure (December 12)  Purpose  Detail U of MN platform preferences or standards and set up draft project plan  Topics  Platform Standards  Project Plan Initialization  Plan Training  Plan Testing and Deployment  Duration  Full Day  Attendees:  Core Architecture Team  Project Managers

12 Day 3: Platform Standards & Project Plan Structure (December 12) Topic Start Time End Time LeadAttendees Content Server Architecture Overview Architecture Team U of MN Technical Requirements & Platform Standards Architecture Team Break Draft Project Plan DevelopmentAAM, RW Plan Training Plan Testing and Quality Assurance

13 Day 4: Content Inventory & Requirements Review (Dec. 18 th )  Purpose  Review client’s business requirements and being the process of defining the Stellent solution in enough detail to scope it properly  Topics  Review Inventory of known content  Review Business & Functional Requirements Gathered by U of MN  Attendees  Core Team  Business Sponsor  Technical Leads  CMS BA  Training Lead  Test Lead  Business Users  Duration  Full day

14 Day 4: Content Inventory & Requirements Review (Dec. 18 th ) Topic Start Time End Time LeadAttendees Business & Functional Requirements Review (15 minute Break ~10:00 AM) 8:3011:45U of MCore Team Lunch11:4512:30 Content Inventory  What types of content?  How much of each type?  Formats for input and output?  Workflow needed?  Security (who contributes and who consumes?)  Metadata needed?  How is content contributed and consumed? 12:303:30StellentCore Team Testing & Deployment Requirements3:304:00U of M Core, Testing, System Mgmt Training Requirements4:004:30U of MCore, Training

15 Day 5: Architecture and Infrastructure (Dec. 19 th )  Purpose  Define architecture to be used for Stellent implementation and gather infrastructure related requirements  Topics  Current Architecture  Applied Bio Roadmap for System Usage  Corporate and Application Security Requirements  Database Requirements  Administration Processes  Backup/Recovery and Disaster Recovery  Performance and Availability  Hardware Sizing  Integration and Interface Discussion  Client Attendees & Legend  Core Team  Technical Architect – TA  Network Admin – NA  Unix Admin - UA  Database Admin - DBA  User Admin  Web Dev - WD  CMS Admin - CMS  Duration  Full day

16 Day 5: Architecture and Infrastructure (Dec. 19 th ) TopicStartEndLeadAttendees Current ArchitectureU of MAll U of M Roadmap for System UsageU of MAll BreakAll Database RequirementsStellentCore, DBA Administration ProcessesU of M Core, TA, NA LunchAll Performance (SLAs?) & Hardware SizingStellent Core, TA, NA, UA, IT Availability & Disaster Recovery (SLAs?)StellentCore, TA BreakAll Corporate and App Security Requirements (Active Directory/x500) StellentCore, TA Other Integrations? Architecture PlanningStellentAll

17 Day 6: Initial Solution Mapping / Work Breakdown Structure Development (Dec. 20 th )  Purpose  Analyze business and technical requirements well enough to allow the project to be scoped properly  Final Architecture Review  Begin development of work breakdown structure  Topics  Map business requirements to Stellent solution components such as:  UI Customization, Personalization  Security  Metadata  Contribution  Consumption  Search  Workflow  Scanning  Content Conversion/Migration  Localization  Work Breakdown Structure Development  Client Attendees  Core Team  Duration  Full day

18 Day 6: Initial Solution Mapping / Work Breakdown Structure Development (Dec. 20 th ) Topic Start Time End Time LeadAttendees UI Customization, PersonalizationCore Team SecurityCore Team MetadataCore Team ContributionCore Team ConsumptionCore Team SearchCore Team WorkflowCore Team ScanningCore Team Content Conversion/MigrationCore Team LocalizationCore Team Work Break Down Structure DevelopmentCore Team

19 Day 7: Solution Mapping (continued) & Detailed Project Planning (Dec 21 st )  Purpose  Review scoping workshop results and plan for completion of scoping phase  Topics  Architecture review  Requirements review  Initial solution mapping review  Review open issues  Next steps  Client Attendees  Core Team  Leads  CMS BA  CMS PMO  Duration  Full Day

20 Day 7: Solution Mapping (continued) & Detailed Project Planning (Dec 21 st ) Topic Start Time End Time Lead Attend ees Documentation, Continue Solution Mapping, and/or Architecture Review SS Core Team Project Plan DevelopmentAAM Core Team

21 Day 8: Solution Mapping (continued) & Detailed Project Planning (Dec 22 nd )  Purpose  Complete Scoping Phase Deliverables  Topics  Continued Solution Mapping  Detailed Project Planning  Documentation  Client Attendees  Core Team  Leads  CMS BA  CMS PMO  Duration  Half Day

22 Scoping Review TopicTimeLeadAttendees Architecture Review8:30 – 9:15 Requirements Review9: :15 Initial Solution Mapping Review10:30 – 11:30 Review Open Issues11: :00 Next Steps12:00 – 12: 30 Departure12:30

23 Wrap-up