ECM Education




Enterprise Content Management Course Overview

This course provides a definitive education on Enterprise Content Management (ECM).  You will become familiar with all of the component technologies that comprise ECM including: imaging search, taxonomy, workflow, BPM, document management, records management, web content management, content publishing/content delivery and collaboration .  You will also be provided a practical education on best practices in conducting a needs assessment for and implementing an ECM, based on the industry standard MIKE2 methodology.  This course takes you beyond the marketing hype and exposes you to real-word best practices, including the potential role of Enterprise 2.0 and SharePoint in an ECM system.

Beyond Academic Theory – Based in Reality

All of Information Architected’s education programs including the ECM  course are developed by Information Architected’s principals, based on years of experience and research.

Modular Learning /Customized Education

The course is designed in a modular fashion to allow customization based on your company’s needs.

This course is applicable to the technician that needs to better understand the technology frameworks behind ECM and the business strategist that needs to better appreciate the business opportunities provided through and the challenges associated with the strategic deployment of a knowledge management practice.

The course can be tailored from a 2-4 hour executive session to a 2-3 day interactive session built for teams of any size.

Full-Course Agenda

Introduction to Key Concepts

  • Differentiating Data, Information, Content and Records
  • The Business Value of Content
  • Defining ECM
  • The Business Imperative for ECM
  • ECM technology Components

Key ECM technologies

  • Document Management
  • Electronic Records Management
  • Workflow
  • Imaging
  • Collaboration
  • Web Content Management
  • Content Security
  • Search
  • Browsing

Specialized Instances of ECM technologies

  • Business Intelligence
  • Business Process Management (BPM)
  • Digital Asset Management (DAM)
  • Email Management
  • Portals

Information Architecture

  • Defining an Information Architecture
  • The Role of ECM
  • Components of Information Architecture
  • Metadata
  • Taxonomies
  • Folksonomies
  • Searching,  Browsing and Findability

Best Practices in ECM Deployments

  • Capture and Creation
  • Management and Security
  • Delivery and Publishing
  • Integrating Enterprise 2.0
  • Positioning SharePoint in an ECM Strategy

Implementing an ECM System

  • MIKE2 Methodology
  • Business Architectures
  • Technology Architectures
  • Readiness Assessments and Needs Analysis
  • Phased Implementation
  • Governance
  • Training and Change Management
  • Opportunities and Obstacles

Contact us to discuss your business education needs

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Testimonials/Quotes

“During a week long "Proving Ground" for Information Architecture and Taxonomy, Dan added delightful perspectives from his incredibly diverse knowledge to help illustrate the classic techniques and lighten the rather dry science of IA. In the classes and workshops I learned that formality and formula are a first step and beyond that it is about context and connecting ideas. The Proving Ground experience has helped me in several ECM, information management, and data governance projects. Since the class I’ve followed Dan's blogs and podcasts that prove he is a master at connecting the science to the art, and knows how to get to the heart of managing enterprise content and knowledge.”
by Jeffrey Weiss, Senior Technology Consultant Russell Investments

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