In the several years that I have been teaching AIIM’s Master classes in ECM and BPM – and now am providing CIP prep training as well – I have noticed a certain pattern in the way the classroom experience unfolds: • A conceptual groundwork is laid, •An exercise is run, • Coffee is consumed, and • Someone says, "this planning stuff is all well and good, but when do we start doing the work?
How do you plan a successful information management solution implementation?...These tenets are central to my recent presentation " Plan a Successful Information Management Solution Implementation "
Whereas, when the two are planned together, the hard liquour can be bypassed for celebratory microbrews. #e-discovery #planning #ContentManagement #ElectronicRecordsManagement #Records-Management #implementation
Otherwise, "yes," you spend five years waiting for the barristers to do the RIM plan and end up making the users know where to slot stuff as capture occurs and..they..don't... care
Goals are part of the meticulously built business plan...This means that the first few drafts of the goals and the plan will often include a number of guesses...Proper setting of goals is crucial to the usefulness of the business plan
When I attended the AIIM ECM Master class, I was amazed at the similarity between the ECM project plan and the typical systems development project plan...Ironically, the final step in both plans is to conduct a P ost I mplementation R eview
Hence, while success stories abound, there are no less number of collaboration initiatives gone awry silently because of two primary reasons – one, dearth of planning and two, low alignment to business objectives. While organizations that have successfully implemented “collaboration” have always done so with high level of planning to ensure “contextual collaboration”, failures could be associated with the reverse, i.e. lack of planning and governance towards business alignment
So … SP2007 started to collapse under its own weight (because they missed the parts about capacity planning, scaling, and disposing of content). 6
Are they: Cost issues Volume processing issues Staffing level issues (need to reduce) Meeting deadline issues Future expansion plans Records Management issues Work closely with the business/legal and IT to ensure an understanding of the issues/requirements and do your homework in terms of possible solutions Hire consultants to undertake the review and give you an unbiased opinion as to the best solution – take care to ensure the consultants are experts in the appropriate business and, preferable, are not “tied” to one or two Global IT Vendors Hire an IT Vendor to undertake the review and then recommend and install a/their product Never approach a Vendor and state that you need an EDMS – your approach should be “this is the business issue we have, what is the best solution?
Some of them may be new to you – like how you should plan to fail, avoid razzle dazzle, and apply the 3 Year Rule. 1
If not, are there plans for merging them in future? Information architecture: Does the organization have an IA – an overarching plan for how information is managed within the organization?