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Enterprise Content Management (ECM) training
Day I Strategy (Why ECM?)
 Understand the concept of ECM and its business drivers
Be able to justify a “wake up call” about the need for best practice ECM
Make an explicit link between ECM and current situation
Structure for identifying information assets
Enable content collaboration and reuse across an organization
Identify necessary resources and responsibilities for ECM
Explore the implications of a strategic ECM decision
Gain commitment for change
What’s involved and who’s responsible?
Day II Concept
Understand the information lifecycle, focusing on electronic content: capture, store, manage, preserve and deliver
Consider the sources of information and appropriate capture mechanisms
Decide upon relevant storage models including audit trail and storage technologies
Consider the different concepts for managing information and content, such as BPM, Workflow, Collaboration, and Business Continuity
Review digital preservation techniques
Consider different ways of delivering information and content to employees, partners and customers
Decide upon re-purposing and interoperability
Review necessary metadata and indexing
Explain the concepts of classification and different approaches depending on local business needs
Cover search and retrieval
Discuss different levels of access control and security
Define interfaces, legacy systems and migration
Understand the impact of Legislation, Standards and Regulation
Day III Process (How do you implement ECM?)
Manage an ECM program consisting of several coordinated projects
Identify the new roles, responsibilities and organizational structure necessary to provide governance and management
Understand the “Concept of Operations” as a shared vision of an ECM future
Plan and execute an Information Survey – what information do we have?
Develop a Business Case for ECM
Identify the business requirements of ECM systems
Develop and implement a Business Classification Scheme
Understand details of user groups and users
Recognize the impact of implementing ECM on the organization’s IT infrastructure
Plan Pilot Implementation / Model Office
Plan roll-out stage of ECM Projects
Recognize the steps involved in sustaining ECM after implementation and realising the benefits
Day IV Case
Allow participants to test and use their new knowledge for planning, designing and implementing ECM.
Introduction of Case Studies
Group 1 – Strategy
Group 2 – Concepts
Group 3 – Process
Develop possible solutions
Presentations by Groups
Evaluation & Discussions
Post-Workshop Case Study
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