This program combines Information Architected’s consulting practice and training programs on how to design and construct a strategy and implementation plan for Enterprise Content Management, leveraging systems such as Microsoft Office SharePoint, EMC/Documentum, IBM Content Management, IBM/Filenet, OpenText, Alfresco, and others –

…all within the specific context of your organization.

We work with your team to explore every angle of  ECM,  from:

• Business impact to technology challenges
• Deployment alternatives to compliance issues
• Technology alternatives to cultural readiness

Multiple methodologies and tools for establishing the need for ECM and developing a solution design are introduced.

You and your team will explore ECM from multiple perspectives, providing both a business and technical appreciation for the benefits and challenges of the  technologies and techniques. The potential relationship of ECM to business intelligence, collaboration, e-discovery and compliance, cost reductions, workforce automation, work sharing and intelligent outsourcing are examined.

Beyond Academic Theory – Based in Reality

All of Information Architected’s training programs including the Enterprise Content Management course are developed by Information Architected’s principals, based on years of experience and research.

During a class on 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 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. – Jeffrey Weiss, Senior Technology Consultant, Russell Investments

Carl has a unique talent and instinct when it comes to identifying where the next technology trend will emerge – beginning with the imaging industry years ago and the early analysis and reporting of Web 2.0 most recently. His advice is both strategic and tactical and always honest. We have worked together in several of the IT software and services companies where I have been employed, and I truly appreciate his guidance and thoughtfulness no matter the size and scope of the project. – Kristine Jacobson, VP Marketing, Surety

Information Architected’s Integrated Consulting and Training Model

Modular Learning /Customized Training

This program is designed in a modular fashion to allow customization based on your specific needs.

The process begins with a survey and pre-training workshop in which Information Architected becomes intimate with your organization’s goals and objectives, current and planned projects, current level of understanding and experience with technology and practices.

Based on this input, we create a customized program that is a blend of education, exercises and workshops to move your projects closer to their goals and objectives, while simultaneously establishing a common level of understanding and competecy in ECM in your organization.

Tailored for Your Team

The course is applicable to an individual or team in the throes of an information Architecture, taxonomy and/or search project, as well as the novice beginning an education in these critical components of ECM. The course can be tailored into an interactive session built for teams of any size, and in sessions as short as half-day targeted from executives to business managers to the teams with direct hands-on responsibility for implementation.

Potential Topics Covered Include:

What is ECM – both as a set of technologies, and it’s business impact?

• Business benefits of ECM
• ECM technologies such as document management, imaging, records management, workflow,
  web content management and collaboration
• Preferred approaches, platforms vs solutions, enterprise vs departmental
• Information architecture, interoperability, and integration
• Sources of information and appropriate capture and migration mechanisms
• Metadata and indexing
• Types of taxonomies and their value
• Ontologies and folksonomies
• Different levels of access control and security
• Process improvements and automation
• Search and retrieval technologies
• Different ways of delivering information and content to employees, partners and customers
• Existing and emerging trends such as Web 2.0, Enterprise 2.0, SaaS, and Open Source

How to implement ECM? (Using the Open Source methodology, MIKE2)

• How to link the ECM initiative to business strategy and KPIs
• How to develop an ECM program charter and business case
• How to plan the implementation of ECM according to the open methodology MIKE2
• How to identify and prioritize the business requirements for ECM
• How to develop and define the technology requirements for ECM
• How to meld the technology requirements with the business requirements to finalize the ECM blueprint
• How to build an ECM roadmap and prioritize projects based on the blueprint
• How to design a taxonomy, metadata, and security model
• How to identify new roles, responsibilities, and the organizational structure necessary to provide
  governance and management
• How to develop, test and train
• How to deploy, operate and close-out an ECM implementation
• Global best practices for change management

Interactive Exercises to Apply the Skills You Learn Right Away

• Defining Enterprise Content Management in the Context of YOUR Business
• Business Drivers for ECM using the Strategic Information Alignment Framework
• Connecting the Current-State of your business and technology stance to the desired Future-State
• Card-sorting and taxonomy construction
• How to “chunk” content upfront to get the maximum useful value/impact of content via portals, workflow, web content management, multimedia formatting, etc..
• And more… customized to your need

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