What does it take to be an ECM expert?

What does it take to be an ECM expert in in the years ahead?

Atle SkjekkelandCOO, [email protected]

When the Future is Cloudy?

Source: en.gauge media

When Business is Social?

With Ubiquitous Computing?

Era

Years

Typical thing

managed

Best known

company

Content mgmt focus

Mainframe

1960-1975

A batch transactio

n

IBM

Microfilm

Mini

1975-1992

A dept process

Digital Equipment

Image Mgmt

PC

1992-2001

A document

Microsoft

Document Mgmt

Internet

2001-2009

A web page

Google

Content Mgmt

Social and Cloud

2010-2015

An interaction

Facebook

Social Business Systems

Systems of Record

Systems of Engagement

• @doc• Barclays Capital• Bill and Vieve Gore

School of Business, Westminster College

• BP• Chevron Phillips

Chemical Company• Crown Partners• Fujitsu• Gambro• Gartner• Gimmal Group

• Marion County Health Department

• Oracle• Ricoh• Royal Mail Group• Shell• SpringCM• Sunoco• The South Financial

Group• US Courts• US Department of

Treasury• Zylab

Defined ECM learning objectives for 2012-2015• Gambro• Gartner• Gimmal Group• GlaxoSmithKline• Harris Corporation• Hartman

Communicate• Health First• Hewlett Packard• Hyland Software• IBM• Inforesight Limited• JPMorgan Chase• Kodak

AIIM Gathered Industry Experts

An updated ECM training course with 70% new course content

The Results?

ECM PRACTITIONER COURSE

Section 1:ECM Foundations

Section 2:Business Drivers

Section 3:Information Architecture

Section 4:Managing Process & Content

1 Introduction• Introduction to ECM• Business drivers for ECM• Current state of ECM and historical context• Overview of key ECM technologies

7 Productivity• Productivity as a business driver for ECM• User adoption and meeting productivity

goals• Case study examples

12 Understanding ECM Architecture• ECM architecture types• Four core content services• Approaches to managing content• What is information architecture (IA)?• How IA shapes ECM

19 Content Storage• Storage vs. archiving• Online storage• Cloud services• Risks to watch• How to

2 Capture and Creation• Sources of content• Importing content• E-mail• Scanning • Rich media• Social media

8 Information Governance• IG as a driver for ECM• What is IG?• Understanding compliance• Internal, legal and regulatory obligations• Case study examples

13 Metadata• What is metadata?• Business value of metadata• Types of metadata• Sources of metadata• How to plan a metadata strategy• Metadata standards

20 Security & Access Controls• Business value• Protected and sensitive content• Legal & compliance considerations• Means of protection• How to

3 Organizing Content• What is metadata?• Using metadata to organize content• Tagging• Folders and hierarchies• Relationships• Controlling access to content

9 Knowledge Management• KM as a driver for ECM• Understanding institutional memory• Intellectual property • Protecting vital records• Case study examples

14 Taxonomies & Classification• Taxonomies• Types of taxonomies• Classifications• Classification schemes• How to

21 Process & Workflow• Workflow and BPM• Forms and templates• Transactional content management • Integration with LOB apps• Standards and common notations• How to

4 Collaboration• Types of collaboration• Enabling teams• Version control and editing content• Sharing content • Collaborating beyond the document

10 Social Business• Collaboration as a business driver• Web 2.0 to social business• Common use cases • Balancing risks and rewards • Change management• Case study

15 Findability• Defining findability• Findability and metadata • Findability and classification schemes• Search functionality• Recommendation engines• Optimization considerations

22 Retention & Disposition of Electronic Content• Business value• Understanding ERM• The records (and content) lifecycle• Transfer of records• Destruction of records• How to

5 Search & Retrieve• Searching with metadata or tags• Searching with keywords or phrases• Storing routine queries• Sorting and filtering• Navigating folder structures• Recommendations & expert locations

11 Success Metrics• Understanding and choosing metrics• Return on investment• Total cost of ownership• Key performance indicators• How to

16 Analytics & Reporting• Business value of analytics and reporting• Reporting using content metadata• Content analytics• Semantic search• Linked data and entity extraction• Web analytics

23 Digital Preservation• Business value• Preservation vs. conservation• Storage and device considerations• Migrations and conversions • Preservation formats and standards• How to

6 Publish & Deliver• Content for web, portals, intranets• Content for social networks• Content for mobile devices• Feeds, syndication and personalization• Renditions and transformation• Accessibility and standards

17 Interoperability & Integration• Integration with LOB apps• Supporting standards• Means of functional connectivity• Means of programmatic connectivity• Migration and import considerations• How to

24 Retention & Disposition of Physical Records• Business value• Understanding physical records management• Preservation and protection• Transfer and destruction• Paper reduction considerations• How to

18. Performance Considerations• Geography evokes architecture• Distributed, centralized and decentralized Remote

users and mobile workers• Outside entities• Planning: rules of thumb• Sizing, scoping, optimization• How to

25. Creating and Structuring Content• Components• Business value• Types of structured content• Formats and standards• Publication and distribution ramifications• How to Updated ECM Practitioner

Course - 10 hours training

• ABBYY

• Accenture

• AstraZeneca Pharmaceuticals

• Bank of America

• Boeing Company

• Booz Allen Hamilton

• Bureau of Engraving and Printing

• Canon

• Chevron

• CIGNA Healthcare

• Deloitte

• Eli Lilly and Company

• Fannie Mae

• HP

• Hyland Software

Inc.

• IBM

• IKON Office

Solutions

• Kimberly-Clark

• Kodak

• Lexmark I

• Liberty Mutual

Insurance

• Lockheed-Martin

• Microsoft

• Petro-Canada

• Philip Morris USA

• Price Waterhouse Coopers

• Progressive Insurance

• Ricoh

• Shell Oil Products US

• US Army Corps of Engineers

• Department of Transportations

• US Department of Treasury

• US Environmental Protection

Agency

• US Mint

• USAA

• Washington Mutual

Sample Students

“Fujitsu chose the AIIM ECM Training Program to empower our partners with the tools and strategies to help companies world-wide achieve successful ECM implementations.” Pamela Doyle, Director, Fujitsu Imaging Products Group

“The AIIM ECM training course provides an extremely comprehensive platform related to the enterprise content management industry and the technologies that support and drive it. The materials are thorough, up-to-date and well presented. I would recommend the course to both vendors and customers of ECM solutions.” John Opdycke, Former VP of Marketing, Hyland Software

In today’s Web 2.0 world, companies are required to provide a set of user experiences that enable employees to work with corporate information the way they work with personal information—easy to use, easy to find and easy to interact with others. Now more than ever, comprehensive enterprise content management training that incorporates the use of Web 2.0 technologies is a must-have for companies. With its broad-based support and real-world approach, AIIM continues to be the gold standard for ECM training.” Whitney Tidmarsh Bouck, General Manager, Box Enterprise at Box

Course Feedback

• “AIIM’s training programs are essential to anyone in Information Management. Without up to date training, systems and programs are set up — but may be at risk, in the long run, if developed by the under trained. The Information Management Industry as a whole is developing at the speed of light, so even someone like myself (a 23 year veteran) needs to refresh their training and stay on top of technology and advancement in trends to understand how to apply it. AIIM’s training programs provide this education.” TK Train, CRM, ECMp, MBA, Document Control Manager,Gambro

• “Enterprise records management or content management projects are comprised of cross functional teams with various backgrounds and specialties. It is important to the success of such projects that interdisciplinary teams develop a common lexicon and understanding of key concepts as fast as possible to enable collaboration. AIIMs educational curricula serve this need quickly and excellently”, Jayne Bellyk, RIM Program Manager, Chevron Phillips Chemical Company LP

Course Feedback

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@skjekkeland

Picture courtesy of Oscar Berg, Tieto

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