Presentation from a recent webinar on defining an ECM strategy, identifying areas where alternative to SharePoint should be considered, and 3 specific models of how and when to apply the cloud to extend SharePoint.
1. Leverage the Power of SharePoint with Cloud
Solutions
A Framework for Enterprise Content Management
Carl Frappaolo, Information Architected
Jeff Piper, SpringCM
息 2010 SPRINGCM INC. ALL RIGHT RESERVED.
2. Todays Speakers
Carl Frappaolo, Co- Jeff Piper, VP of Services, SpringCM
Founder, Information Architected
cf@informationarchitected.com jpiper@springcm.com
Facebook: Carl Frappaolo LinkedIn: linkedin.com/in/jeffreypiper
Twitter: @carlfrappaolo Twitter: @springcm
息 2010 SPRINGCM INC. ALL RIGHT RESERVED.
3. Presented by: Defining A Strategy for In association with:
Enterprise Content
Management (ECM)
Access & Security &
Collaboration Compliance
ECM
Carl Frappaolo
Principal, Information Architected, Inc.
4. Presented by: Defining A Strategy for In association with:
Enterprise Content
Management (ECM)
DEFINING ECM
Create/ Archival &
Store Control Access
Capture Destruction
The leveraging of methods, processes and tools to
manage electronic business content throughout its
lifecycle, in order to minimize associated risk and
increase associated value.
5. Presented by: Defining A Strategy for In association with:
Enterprise Content
Management (ECM)
Control Collaborate &
& Secure Innovate
Information Architecture / Sourcing Strategy
BPM/ Portal/Web Visualization
Search
Workflow
Taxonomy
Authentication IRM/ERM Collaboration
Facets
Contextual Content Social Network
ID Extraction
Filtering Analytics Analysis
Records DAM Document Content
Management Management
Management
Meta Data Management
E-mail IM MultiMedia Shared Web/html Data/tags
Drives
6. Presented by: Defining A Strategy for In association with:
Enterprise Content
Management (ECM)
The Overall Game Plan
4
Source: http://mike2.openmethodology.org
7. Presented by: Defining A Strategy for In association with:
Enterprise Content
Management (ECM)
am
Sponsor/
Users IT
Stakeholders
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8. Presented by: Defining A Strategy for In association with:
Enterprise Content
Management (ECM)
Critical Success Factors (CSFs)
Very Specific Business Drivers or
Objectives for the Project
Defined by Key Performance
Indicators
9. Presented by: Defining A Strategy for In association with:
Enterprise Content
Management (ECM)
Techniques for Business Development
Process Content Audits
Mapping
Surveys
Interviews
10. Presented by: Defining A Strategy for In association with:
Enterprise Content
Management (ECM)
Gap Analysis
Outcomes/CSFs
Future
ECM (et. al.)
Gap
Current
Outcomes/CSFs
Processes and Tools
11. Presented by: Defining A Strategy for In association with:
Enterprise Content
Management (ECM)
Prioritise Requirements
MoSCOW
Mo Must have
S - Should have
CO COuld have
W - Would have, if
12. Presented by: Defining A Strategy for In association with:
Enterprise Content
Management (ECM)
Control Collaborate &
& Secure Innovate
Information Architecture / Sourcing Strategy
BPM/ Portal/Web Visualization
Search
?
Workflow
Taxonomy
Authentication IRM/ERM Collaboration
Facets
Contextual Content Social Network
ID Extraction
Filtering Analytics Analysis
Records DAM Document Content
Management Management
Management
Meta Data Management
E-mail IM MultiMedia Shared Web/html Data/tags
Drives
13. Presented by: Defining A Strategy for In association with:
Enterprise Content
Management (ECM)
Conceptual
and Logical
Information
Architecture
Source: Information Architected, Inc.
14. Presented by: Defining A Strategy for In association with:
Enterprise Content
Management (ECM)
Phasing
Tech Component
Implementation
Business Application
15. Presented by: Defining A Strategy for In association with:
Enterprise Content
Management (ECM)
HIGH
Off In-House
site/Spino
ff
Competency
Outsource Reengineer
LOW Criticality HIGH
16. Presented by: Defining A Strategy for In association with:
Enterprise Content
Management (ECM)
Take-aways from 1st Webinar - challenges to
deeper deployment:
Applications requiring workflow, BPM
Application development
Security, particularly crossing the
firewall
Scalability
Integration
17. What is Cloud Platform or Application?
Users simply access via secure Internet connection
Its a turnkey service
Its capacity is elastic
It runs in a shared
environment
You only pay for what you
use
It uses standard Internet
protocols, so all users
need to get started is a
browser
息 2010 SPRINGCM INC. ALL RIGHT RESERVED.
18. Cloud Decision Framework
Application Complexity
Transactional,
e.g. Invoice
Process Structure
Automation
Workflow
Ad Hoc
Collabor
-ation
File
Sharing
息 2010 SPRINGCM INC. ALL RIGHT RESERVED. Process Complexity
19. Cloud Decision Framework
Crossing the Firewall
Yes/No?
Cost and risk rise
More hardware
and software
Administration
required
Managing
provisioning and
security
All built into Cloud
息 2010 SPRINGCM INC. ALL RIGHT RESERVED.
20. Cloud Decision Framework
Time and Resource Constraints
1. Access to budget
2. Access to skilled resources
3. Time to delivery required by the business
"Companies that are resource-constrained, in funding or IT
resources, should strongly consider cloud-based content
management.
Gartner, "Microsoft SharePoint Online and IBM LotusLive Drive Content to the Cloud",
May 19 2009, Toby Bell, et al
息 2010 SPRINGCM INC. ALL RIGHT RESERVED.
21. Cloud Decision Framework
Scalability
Document Transactions
Number of documents and
users
Variability in documents and
users
On-premise infrastructure is
stair-step, cloud is elastic
Time
息 2010 SPRINGCM INC. ALL RIGHT RESERVED.
22. Cloud Decision Framework
Integration
Documents look-up to Workflow in content
support transaction management system
息 2010 SPRINGCM INC. ALL RIGHT RESERVED.
23. Case Study: Customer/Vendor Collaboration
Work with customers & vendors outside the
enterprise
Todays Process
Email main form of collaboration
Where is the most current version?
No accountability / audit ability
Ideal Process
Real-time collaboration and updates
Access to most current information
Increase accountability and auditability
息 2010 SPRINGCM INC. ALL RIGHT RESERVED.
24. Case Study: Vendor Collaboration
Project Model
SharePoint Alone SharePoint with Cloud
Implementation Time Implementation Time
Weeks Days
Whats Involved Whats involved
VPN access to Vendors Native to cloud
Move SharePoint to DMZ
Whos involved Whos Involved
Network Engineers Business Admin
System Administrators SharePoint Admin (1 hour)
SharePoint Administrators
息 2010 SPRINGCM INC. ALL RIGHT RESERVED.
25. Case Study:Sales Contract Negotiation
Complete the Internal Contract Review
Todays Process
Ad-Hoc Review Process
Who has the contract now?
Missed deadlines, longer time to revenue
Ideal Process
Dashboard of Contract Status
Notifications and Escalations for Tasks
Accessibility from Anywhere
息 2010 SPRINGCM INC. ALL RIGHT RESERVED.
26. Case Study: Sales Contract Negotiation
Project Model
SharePoint Alone SharePoint with Cloud
Implementation Time Implementation Time
Weeks / Months Days
Whats involved Whats involved
BPM Engine
Cloud Connector
Whos involved Whos Involved
SharePoint Programmer
Business Admin
System Administrators
SharePoint Admin (1 hour)
SharePoint
Administrators
息 2010 SPRINGCM INC. ALL RIGHT RESERVED.
27. Case Study: System Integration
Link Documents from Multiple Systems
Todays Process
Multiple logins to access information from ERP /
CRM systems
Email / Call another department for information
Slow response to internal / customer requests
Ideal Process
One login for all information
Use SharePoint as system of record for information
Access to most current information
息 2010 SPRINGCM INC. ALL RIGHT RESERVED.
28. Case Study: System Integration
Project Model
SharePoint Alone SharePoint with Cloud
Implementation Time Implementation Time
Months Days
Whats involved Whats involved
Custom integrations to Cloud Connectors to ERP /
ERP / CRM CRM
Constant Maintenance
Whos involved Whos Involved
System Architects Business Admin
SharePoint SharePoint Admin (1 hour)
Administrators ERP / CRM Admins
ERP / CRM Admins
息 2010 SPRINGCM INC. ALL RIGHT RESERVED.
29. Summary: Have a strategy, get started
1. Have a strategy to identify ECM wins
2. Identify likely cloud application candidates
3. Get started
Your Questions?
Email with resources sent to all attendees
息 2010 SPRINGCM INC. ALL RIGHT RESERVED.