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Enterprise Content 
Management 
An Innovation Consultant’s Guide
Let’s ask questions like a child!
Content 
management is 
10% technology, 
40% process 
control, and 50% 
governance 
How do we define Enterprise 
Content Management? 
Enterprise Content Management (ECM) is the strategies, 
methods and tools used to capture, manage, store, 
preserve, and deliver content and documents related to 
organizational processes. ECM tools and strategies allow 
the management of an organization's unstructured 
information, wherever that information exists. *
What is Enterprise Content Management? 
“Enterprise Content Management (ECM) is the technologies used to capture, manage, 
store, preserve, and deliver content and documents related to organizational processes. 
ECM tools and strategies allow the management of an organization's unstructured 
information, wherever that information exists.” 
Customer 
Key Business Drivers 
Cost 
Improve efficiency 
Reduce cost 
Increase profits & 
performance 
Better manage 
content lifecycle 
Deliver improved 
customer service 
Increase competitive 
advantage 
Provide faster 
turnaround 
Risk 
Compliance 
Manage retention & 
records 
Mitigate risk 
management 
Ensure business 
continuity 
Source: AIIM Global Survey, March 2007, 1200+ respondents
What is the difference between 
data, information and content?
Why do enterprises invest on ECM? 
To manage the unstructured data in the 
enterprise 
A single point of control for complete 
information lifecycle management 
Provides consistency, security, privacy and 
other integrative capabilities 
Better compliance and regulation of 
organizational processes.
What are different types of 
ECM solutions? 
• Document management 
• Records management 
• Business Process Management 
• Digital Asset Management 
• Web Content Management 
• Correspondence management 
• Component content management 
• Business classification scheme 
• eDiscovery 
• Forms 
• Collaboration 
• Capture 
• And more …! 
Enterprise 
content 
management 
(ECM) 
involves
What are the key business drivers for 
ECM engagements? 
Diverse 
content types 
Key business 
drivers for 
ECM 
engagements 
Operational 
Efficiency 
Enhanced 
collaboration 
Changing 
Industry 
Real time 
access to data 
Informed 
business 
decisions 
Content Chaos 
Regulatory and 
compliance 
pressures 
Risk mitigation 
Increasing 
content usage 
Business 
Process 
Optimization
What are the different user roles in ECM? 
O Power users 
O Editor 
O Reviewer 
O Administrator 
O Master 
O Content authors
How to start an ECM 
consulting engagement? 
Infrastructure decisions on a separate track 
Usual role is of a ‘business analyst’ 
“Analyze the business” 
Analyzing the business is not same as gathering requirements 
Thumb rule “You cannot have a business process without 
information (content)”
Deep inside 
the content dynamics …
IT Architecture related ECM concepts 
Architecture 
Repository 
Metadata 
models 
Infrastructure 
Business 
Process 
Service 
modelling 
Process 
frameworks 
Workflow 
State 
transition 
System 
context 
Portals 
Navigation 
Integration
How is ECM related to 
Information Architecture? 
Information 
• Architecture 
• Governance 
• Taxonomy 
• Business 
Process 
• Records 
• Security 
ECM 
Technology 
• Architecture 
• Infrastructure 
• Operations 
• Integrations
Taxonomy related ECM concepts 
Taxonomy 
Content 
Database 
Classification 
Ingestion 
Indexing 
Metadata 
Model 
Business 
Technical 
Functional 
Vocabulary 
Language 
Format 
Findability 
Search
Governance related ECM concepts 
Governance 
Compliance 
Identity 
Branding 
Security 
Audit 
Records 
Transactions 
Reporting 
Lifecycle 
management 
Correspondence 
Authoring 
Retention 
Disposition
Some best practices for ECM 
solutions 
Content defined by location 
Extensive content reuse 
Focuses on authoring and editing 
Tight integration between authoring and the repository 
Powerful automated publishing engine 
Single sourcing application
Recent trends in the ECM landscape 
ECM Services 
in the cloud 
ECM as a 
REST based 
service 
Mobile 
Content 
Management 
Big Content in 
the enterprise 
Intelligent 
disposition 
Document 
centric 
collaboration 
Long time 
preservation 
strategy
Thank you …

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Enterprise Content Management Consulting - A Quick Reference

  • 1. Enterprise Content Management An Innovation Consultant’s Guide
  • 2. Let’s ask questions like a child!
  • 3. Content management is 10% technology, 40% process control, and 50% governance How do we define Enterprise Content Management? Enterprise Content Management (ECM) is the strategies, methods and tools used to capture, manage, store, preserve, and deliver content and documents related to organizational processes. ECM tools and strategies allow the management of an organization's unstructured information, wherever that information exists. *
  • 4. What is Enterprise Content Management? “Enterprise Content Management (ECM) is the technologies used to capture, manage, store, preserve, and deliver content and documents related to organizational processes. ECM tools and strategies allow the management of an organization's unstructured information, wherever that information exists.” Customer Key Business Drivers Cost Improve efficiency Reduce cost Increase profits & performance Better manage content lifecycle Deliver improved customer service Increase competitive advantage Provide faster turnaround Risk Compliance Manage retention & records Mitigate risk management Ensure business continuity Source: AIIM Global Survey, March 2007, 1200+ respondents
  • 5. What is the difference between data, information and content?
  • 6. Why do enterprises invest on ECM? To manage the unstructured data in the enterprise A single point of control for complete information lifecycle management Provides consistency, security, privacy and other integrative capabilities Better compliance and regulation of organizational processes.
  • 7. What are different types of ECM solutions? • Document management • Records management • Business Process Management • Digital Asset Management • Web Content Management • Correspondence management • Component content management • Business classification scheme • eDiscovery • Forms • Collaboration • Capture • And more …! Enterprise content management (ECM) involves
  • 8. What are the key business drivers for ECM engagements? Diverse content types Key business drivers for ECM engagements Operational Efficiency Enhanced collaboration Changing Industry Real time access to data Informed business decisions Content Chaos Regulatory and compliance pressures Risk mitigation Increasing content usage Business Process Optimization
  • 9. What are the different user roles in ECM? O Power users O Editor O Reviewer O Administrator O Master O Content authors
  • 10. How to start an ECM consulting engagement? Infrastructure decisions on a separate track Usual role is of a ‘business analyst’ “Analyze the business” Analyzing the business is not same as gathering requirements Thumb rule “You cannot have a business process without information (content)”
  • 11. Deep inside the content dynamics …
  • 12. IT Architecture related ECM concepts Architecture Repository Metadata models Infrastructure Business Process Service modelling Process frameworks Workflow State transition System context Portals Navigation Integration
  • 13. How is ECM related to Information Architecture? Information • Architecture • Governance • Taxonomy • Business Process • Records • Security ECM Technology • Architecture • Infrastructure • Operations • Integrations
  • 14. Taxonomy related ECM concepts Taxonomy Content Database Classification Ingestion Indexing Metadata Model Business Technical Functional Vocabulary Language Format Findability Search
  • 15. Governance related ECM concepts Governance Compliance Identity Branding Security Audit Records Transactions Reporting Lifecycle management Correspondence Authoring Retention Disposition
  • 16. Some best practices for ECM solutions Content defined by location Extensive content reuse Focuses on authoring and editing Tight integration between authoring and the repository Powerful automated publishing engine Single sourcing application
  • 17. Recent trends in the ECM landscape ECM Services in the cloud ECM as a REST based service Mobile Content Management Big Content in the enterprise Intelligent disposition Document centric collaboration Long time preservation strategy

Editor's Notes

  1. http://www.aiim.org/what-is-ecm-enterprise-content-management