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New Ways of Working after an ERM Implementation

By Carl Weise posted 03-12-2012 09:11

  

Before Implementing the ERM system, a Pilot (and perhaps a Model Office) should have been used to check and refine basic ERM-related business procedures, as well as testing the user training necessary for them to be followed effectively with the new environment.  A key idea with the implementation of the ERM system is to have tight integration between the ERM system and the office productivity applications, including word processing, spreadsheet etc., and the other business applications within the organization. These other applications should have been identified during the technology assessment effort that was carried out before the requirements for the ERM system were finalized.

In addition, as we bring in ERM technology to manage the records and information in our organizations, we should also being looking for ways to improve our office processes and to introduce automation.

However, this is not the end of the story.  Once users and their business groups have become familiar with the new ERM system, and are confident in their use of it, they are likely to suggest additional procedures, or significant revisions to existing ones, exploiting the new system even more effectively to improve business performance.

A need to develop new business processes – or revise existing ones – is a natural outcome of introducing an ERM solution, for the following reasons:

1) to ensure that it is used correctly,

2) that it is capturing authentic (and complete) business records, and

3) that it is actually providing benefits, both to individual users and to your organization, generally.

No doubt your pilot system had, at least, basic procedures and processes defined for the new ERM environment.  But it is likely that these will need some refinements in the light of experience of using the new environment.  Remember that most users will be unfamiliar with the new procedures and will need to be some way along the learning-curve before they can confidently use the ERM system and make suggestions for improvements.

The ERM implementation team will need to work with all groups, helping them to revise their business procedures in the light of the new system and procedures, and ensuring that any changes and improvements they want to make are functionality compatible with the ERM system.

Tell us about your experiences in developing new ways of working with an ERM solution?

How well did your users accept the new ways of working in your organization?

 

I will be speaking at the following event:

  1. March 19th– 22nd, 2012 AIIM Conference in San Francisco, CA

 



#ECM #ERM #ElectronicRecordsManagement
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