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Implementing an Enterprise Integrated Document Management System

Implementing an Enterprise Integrated Document Management System. Alan Weintraub. Enterprise IDM: The First-Year Agenda. Identify all IDM projects underway Identify the overlapping functional and technical requirements Evaluate the feasibility of deploying a single-enterprise IDM system

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Implementing an Enterprise Integrated Document Management System

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  1. Implementing an Enterprise Integrated Document Management System Alan Weintraub

  2. Enterprise IDM: The First-Year Agenda • Identify all IDM projects underway • Identify the overlapping functional and technical requirements • Evaluate the feasibility of deploying a single-enterprise IDM system • Identify integration requirements between IDM systems • Establish a methodology for, and sponsor, "document inventories” • Establish a dialogue with business process re-engineers to ensure recognition of IDM’s value in re-engineering projects • Develop a document index data dictionary to facilitate information sharing and retrieval among IDM systems • Establish a clearinghouse of information on IDM and related technologies

  3. Document Inventory: A Key to a Successful IDM Implementation WRAV Model Business Organization Document Types HR IS Client Mfg. Benefits WRAV V V V Policies WRAV V V V SOPs V WRAV V MSDS V WRAV Guidelines WRA RV System Document WRAV

  4. Repository Technologies Converge Web Content Management Integrated Document Management • Multiple authoring tools • Multiple output formats • Workflow • Application integration • Imaging • Cold • Web content authoring • Web-focused output • Support for large number of users • Response optimization Web Content Documents Digital Assets Document Components Integrated Repository • Asset cataloging • Asset retrieval • Workflow • Distribution • Content rendering for reuse • Structured document authoring • Database publishing • Document intelligence Document Component Management Digital Asset Management

  5. The Document Life Cycle Work-in-Process Approved Review/Approve Access/Distribute Concept Destroy Create/Revise Aggregate/ Manage Archive

  6. Six Layers of DEVA Leverage Support Structure Leverage Operational support, regulatory requirements Delivery Structure Leverage Implementation, training, templates, methodology Deep Domain Expertise Leverage LOB integration,regulatory requirements Baseline Common Logic Leverage Common accountcreation, query IDOM Suite Leverage Document technology replicability Infrastructure Leverage Technical infrastructure pre-canned architectures

  7. IDM Project Team

  8. Solving the IDM Implementation Puzzle Business Processes Roles and Responsibilities Document Structure Database Design Desktop and Server

  9. IDM Repository Organization Company cabinet Finance folders Human resources folders Quality folders Manufacturing folders

  10. Key Factors to a Successful Integration Enterprise IDM Strategy Planning Solve the Business Problem, the Technology is the easy part Make the Business Owners responsible for the Project’s success Create a common repository architecture that can be used across the Enterprise “Try Before You Buy” - Prototyping techniques breed success

  11. Implementing an Enterprise Integrated Document Management System Alan Weintraub

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