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Presented by Karuana Gatimu, ECM P February 18, 2009.

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Presentation on theme: "Presented by Karuana Gatimu, ECM P February 18, 2009."— Presentation transcript:

1 Presented by Karuana Gatimu, ECM P February 18, 2009

2 Technology professional with 18 years experience in project management, custom application development and corporate training. Certified Enterprise Content Management Practitioner Currently IT Project Manager & SharePoint Architect for Skechers USA, a global footwear manufacturer 10 Years as a content management specialist for legal and government industries Principle Enthusiast at SharePointStrategist.com

3  Focus on Technology as a Service  Start the Conversation – Engage Others  It’s a Process not a Product  Evaluate Existing Systems & Processes  Find Your Pain Points What Is It? An ECM Strategy document is an iterative document which outlines your requirements, approach & measurable goals for delivering ECM services to the enterprise.

4  Understand Your Process: Whether you use the SDLC, MSF, RUP or a hybrid have a project management process  Establish Project Stakeholders: These executive level people will help you manage organizational change  Establish a Communication Plan! Know in advance how you will communicate about your project  Plan your Resources: Yes, even if you are a team of one have a resource plan  Define Success: Find measurable goals and track your success. Create a feedback process for your users

5 Docs/tasks/calendars, blogs, wikis, e-mail integration, project management “lite”, Outlook integration, offline docs/lists Enterprise Portal template, Site Directory, My Sites, social networking, privacy control Enterprise scalability, contextual relevance, rich people and business data search Rich and Web forms based front-ends, LOB actions, pluggable SSO Server-based Excel spreadsheets and data visualization, Report Center, BI Web Parts, KPIs/Dashboards Integrated document management, records management, and Web content management with policies and workflow Content Management Business Process Business Insight Collaboration Portal Search

6 Business Value

7 Initial Defined Managed Measured Optimizing Body of Work Reference: Carnegie Mellon SEI http://www.sei.cmu.edu/cmmi/general

8 ECM StrategyTechnology as a ServiceArchitecture DesignIT ResourcesPilot Project SelectionRisk AnalysisBest Practices Implementation

9  If you are new: ◦ Think about an appropriate pilot project to cut your teeth on ◦ Do not over commit or deploy all features at once  If you have an existing deployment: ◦ Which segments can you enhance? ◦ How are you delivering value to your users? ◦ Which pieces of the strategy have you missed on previous projects & how can you improve?

10  Taxonomy - How you classify data as expressed through: ◦ Content database & web app design ◦ Content types ◦ Custom columns ◦ Other metadata  Legacy Integration ◦ Links to external databases (CorasWorks Tools)  Data Conversions ◦ Unstructured to Structured Data ◦ File Stores

11 Microsoft

12 MYSite (Main Persona - Redesigned) CalendarContactsTasksDocuments Department or Workgroup Dept. Calendar Shared DocsE-Forms Resources Master vendor & employee lists Custom DB connections External Links Published Documents Centrally Configured Security Profiles via AD Load balanced at site level Visibility by Target Audiences

13  The solution to serving up information from disparate systems  Embodies the idea of technology as a service to the enterprise by allowing users to focus on business issues not technology  True integration of the capture and consumption of information  The “X” Factor  Breeze by CorasWorks

14  CorasWorks is an application development tool  The Power: ◦ Minimizes need for custom code or.NET developers on staff  OOTB Web Parts, Wizard driven configuration, easy Admin screens ◦ Data Integration Toolset pulls and pushes data to/from external sources  The Flexibility ◦ Allows documents & lists to be viewed and acted upon across sites & site collections  Roll Ups & Action Libraries ◦ 80% of all central configuration, design and deployment can be automated  Gallery Management, Central Configuration, Global Navigation

15  a. SOX  b. HIPPA  c. Information retention policy ◦ Document & data life cycles  d. Legal (litigation & other requirements)  e. Executive management review/approval  f. Enterprise change management policy Each consideration can be handled by content types with associated workflows, audit trails, publishing sites, content expiration and a taxonomy that identifies the owners of content.

16 Fire Drill Schedules & Emergency Procedures Backup & Maintenance Plans Hardware/Software levels Gain & maintain the trust of the enterprise to reliably safeguard their data

17 Immediate and future needs Amortized costs Hardware, licensing, service expenses

18 ResourceAllocation Education of Internal Resources Balance Internal & External Expertise Long Term Planning Institutional Knowledge Management

19 Pilot Project Selection Define Business Case BudgetRiskAdvisePlan

20  Goals by Quarter for MBO planning ◦ Be careful what you publish!  Quality Assurance & Measuring ◦ a. User feedback process ◦ b. Revision criteria ◦ c. Defined criteria for success ◦ d. Iterative development processes ◦ i. Prioritize feature roll outs by iteration

21  CorasWorks’ Breeze Virtual Workplace: Use this powerful tool to educate your teams on functionality and stimulate your imagination about solutions. CorasWorks’ Breeze Virtual Workplace  Global Networks: Assistance from professionals who have seen a variety of system implementations is critical. Global Networks  Web Resources: ◦ Microsoft ◦ CorasWorks.net ◦ SharePoint University SharePoint University ◦ SharePointStrategist.com SharePointStrategist.com  Must Have Books: ◦ Essential SharePoint 2007 by Jamison, Carderelli & Hanley ◦ Microsoft® Office SharePoint® Server 2007 Administrator's Companion by Bill English ◦ SharePoint Best Practices by Bill English

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