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Preparing for ECM Projects
23

Preparing for ecm_projects

Jan 15, 2015

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Technology

Betsy Fanning

Preparing for an ECM implementation takes time. Change management is needed for a successful implementation.
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Page 1: Preparing for ecm_projects

Preparing for ECM Projects

Page 2: Preparing for ecm_projects

Why should you implement ECM?

Page 3: Preparing for ecm_projects

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%

Page 4: Preparing for ecm_projects

Do you have your information in control?

Page 5: Preparing for ecm_projects

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%

Page 6: Preparing for ecm_projects

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

Page 7: Preparing for ecm_projects

So, you are considering implementing ECM?

Page 8: Preparing for ecm_projects

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%

Page 9: Preparing for ecm_projects

Why are you implementing ECM?

Page 10: Preparing for ecm_projects

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%

Page 11: Preparing for ecm_projects

Implementing ECM takes planning – start planning your implementation today.

Page 12: Preparing for ecm_projects

AIIM is here to help you plan your ECM project…

http://www.aiim.org/premium

Page 13: Preparing for ecm_projects

http://www.aiim.org/premium

Page 14: Preparing for ecm_projects

Why get the Preparing for an ECM Project Toolkit?

http://www.aiim.org/premium

Page 15: Preparing for ecm_projects

AIIM has done all the work for you. We have researched and gathered the best articles, studies, and information into one document.

http://www.aiim.org/premium

Page 16: Preparing for ecm_projects

• 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?

http://www.aiim.org/premium

Page 17: Preparing for ecm_projects

How can you get this Preparing for an ECM Project Toolkit?

http://www.aiim.org/premium

Page 18: Preparing for ecm_projects

Are you an AIIM Professional Member?

You get it free! Download your copy today at http://www.aiim.org/ecmtoolkit

http://www.aiim.org/premium

Page 19: Preparing for ecm_projects

Not an AIIM Professional Member?

You have two choices:

1. Join AIIM as a Professional Member for $135 and receive the Preparing for an ECM Project Toolkit and all the other toolkits and tools.

2. Buy the Preparing for an ECM Project Toolkit for $99.

http://www.aiim.org/premium

Page 20: Preparing for ecm_projects

Visit http://www.aiim.org/premium and Join today to start receiving your AIIM membership benefits!

Page 21: Preparing for ecm_projects

What do you get for your annual $135 dues?

Page 22: Preparing for ecm_projects

• 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….

AIIM Professional Member Benefits

Page 23: Preparing for ecm_projects

We are looking forward to welcoming you as an AIIM Professional Member!