Transcript Document Management: Surviving the Transition

Implementing an Enterprise
Integrated Document
Management System
Alan Weintraub
Enterprise IDM: The First-Year
Agenda
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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 reengineers to ensure recognition of IDM’s value in reengineering 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
Document Inventory: A Key to a
Successful IDM Implementation
WRAV Model
Business Organization
Document Types
HR
IS
Client
Mfg.
Benefits
WRAV
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Policies
WRAV
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WRAV
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WRAV
WRA
RV
SOPs
MSDS
Guidelines
System Document
WRAV
Repository Technologies Converge
Integrated Document Management
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Multiple authoring tools
Multiple output formats
Workflow
Application integration
Imaging
Cold
Documents
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Asset cataloging
Asset retrieval
Workflow
Distribution
Content rendering for reuse
Web Content Management
 Web content authoring
 Web-focused output
 Support for large number
of users
 Response optimization
Web
Content
Digital
Document
Assets
Components
Integrated Repository
Digital Asset Management
 Structured document
authoring
 Database publishing
 Document intelligence
Document Component Management
The Document Life Cycle
Work-in-Process
Review/
Approve
Approved
Access/
Distribute
Concept
Create/
Revise
Destroy
Aggregate/
Manage
Archive
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 account
creation, query
IDOM Suite Leverage
Infrastructure Leverage
Document technology
replicability
Technical infrastructure
pre-canned architectures
IDM Project Team
Executive
Sponsor
Steering
Commitee
Progcram
Office
Core
Team
Extended
Team
Senior
Business
Analyst
Technical
Architect
Business
Analysts
Developers
Solving the IDM Implementation
Puzzle
Business
Processes
Roles and
Responsibilities
Document
Structure
Database
Design
Desktop and
Server
IDM Repository Organization
Company
cabinet
Finance
folders
Human
resources
folders
Quality
folders
Manufacturing
folders
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
Implementing an Enterprise
Integrated Document
Management System
Alan Weintraub