Preparing for ECM Projects
Jan 15, 2015
Preparing for ECM Projects
Why should you implement ECM?
ECM DriversWhen you consider your document and records management projects and priorities, what is the most significant business driver for your organization? (Choose two)
Compliance is more significant in
larger orgs.
But cost and efficiency still
highest
N=585
10-500 emps 500-5,000 emps 5,000+ emps
Cost/Efficiency 63% 57% 45%
Compliance/Risk 14% 26% 33%
Customer Service 12% 12% 13%
Collaboration 9% 4% 8%
Do you have your information in control?
Content ChaosHow confident are you, that if challenged, your organization could demonstrate that your electronic information (excluding emails) is accurate, accessible, and trustworthy?
42% not confident
N=585
Very confident
Quite confident
Confident
Slightly confident
Not confident at all
0% 5% 10% 15% 20% 25% 30%
Very confident
Quite confident
Confident
Slightly confident
Not confident at all
0% 5% 10% 15% 20% 25% 30% 35%
Content ChaosHow confident are you that emails related to documenting commitments and obligations made by you and your staff are recorded, complete, and retrievable?
56% not confident
N=585
So, you are considering implementing ECM?
Adoption LevelsHow would you best characterize your organization’s experience with Document Management (DM), Records Management (RM) and Enterprise Content Management (ECM)?
16% have true ECM capability.
29% heading that way.
(Last year was 12% and 28%
resp.)
N=586
No plans; 4%
Plans in the next 12 months; 11%
One or more DM/RM projects at the de-
partmental level; 22%
Integrating DM/RM projects across departments; 19%
Implementing an en-terprise scale ECM
capability; 29%
Completed an enter-prise scale ECM ca-
pability; 16%
Why are you implementing ECM?
Adoption LevelsWhat would you say is the biggest single factor that has triggered your organization to plan for/implement a new ECM system now?
Content chaos is biggest trigger.
Then system consolidation.
N=143 new or replace
Our content chaos is getting out-of-hand and we need to control it
We are consolidating our existing systems
Need to provide universal access in branches, at home and on-the-move
Need to cut costs and improve efficiency
We have compliance issues with increasing industry regulation and litegation
Need to improve collaboration and project coordination
Keen to maximize knowledge-sharing in the business
Want to use Share Point for document management
Need a better way to manage emails
We need to improve security against data leaks
Other, please specify
0% 5% 10% 15% 20% 25% 30%
Implementing ECM takes planning – start planning your implementation today.
AIIM is here to help you plan your ECM project…
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Why get the Preparing for an ECM Project Toolkit?
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AIIM has done all the work for you. We have researched and gathered the best articles, studies, and information into one document.
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• Feature Article from a leading industry expert• 8 Ways to Kill Your ECM Project• Change Management Always at the Top of the List of ECM
Implementation Obstacles• Change Hurts! But You Can Prepare• What are you going to do? Building a Business Case• 8 Secrets of an Effective Content or Records Management
implementation• Links to webinars• …and more…
What will you find in this toolkit?
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How can you get this Preparing for an ECM Project Toolkit?
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Are you an AIIM Professional Member?
You get it free! Download your copy today at http://www.aiim.org/ecmtoolkit
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Not an AIIM Professional Member?
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2. Buy the Preparing for an ECM Project Toolkit for $99.
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What do you get for your annual $135 dues?
• Checklists, Guides, & Templates– ECM Request for Proposal
(RFP) Template– How to Get the Most from
Your RFP Guide– OCR Checklist– ECM Checklist– Email ROI Calculator
• Discounts on AIIM Certificate Training Programs
• Specially Designed Free Essential Training Courses
• ECM Toolkits– Preparing for an ECM
Project– Going Paperless– Records Management 2010– Social Technologies– Change Management– ECM Primer…many more….
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