Implementing an Enterprise Integrated Document Management System

Implementing an Enterprise Integrated Document Management SystemAlan WeintraubAlan Weintraub

Enterprise IDM: The First-Year Agenda

Enterprise IDM: The First-Year Agenda

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 re-engineers to

ensure recognition of IDM’s value in re-engineering 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

WRAV ModelWRAV Model

Document TypesDocument Types HRHR ISIS ClientClient Mfg.Mfg.

BenefitsBenefits WRAVWRAV VV VV VV

PoliciesPolicies WRAVWRAV VV VV VV

SOPsSOPs VV WRAVWRAV VV

MSDSMSDS VV WRAVWRAV

GuidelinesGuidelines WRAWRA RVRV

System DocumentSystem Document WRAVWRAV

Business OrganizationBusiness Organization

Document Inventory: A Key to a Successful IDM Implementation

Document Inventory: A Key to a Successful IDM Implementation

Repository Technologies Converge

Repository Technologies Converge

Integrated RepositoryIntegrated Repository

Integrated Document ManagementIntegrated Document Management

Multiple authoring toolsMultiple authoring tools Multiple output formatsMultiple output formats WorkflowWorkflow Application integrationApplication integration ImagingImaging ColdCold

DocumentsDocuments

Digital Asset ManagementDigital Asset Management

Asset catalogingAsset cataloging Asset retrievalAsset retrieval WorkflowWorkflow DistributionDistribution Content rendering for reuseContent rendering for reuse

DigitalDigitalAssetsAssets

Document Component ManagementDocument Component Management

Structured document Structured document authoringauthoring

Database publishingDatabase publishing Document intelligenceDocument intelligence

DocumentDocumentComponentsComponents

Web Content ManagementWeb Content Management

Web content authoringWeb content authoring Web-focused outputWeb-focused output Support for large number Support for large number

of usersof users Response optimizationResponse optimization

WebWebContentContent

ConceptConcept

Create/Create/ReviseRevise

Review/Review/ApproveApprove

Aggregate/Aggregate/ManageManage

Access/Access/DistributeDistribute

ArchiveArchive

DestroyDestroy

Work-in-ProcessWork-in-Process ApprovedApproved

The Document Life CycleThe Document Life Cycle

Six Layers of DEVA Leverage Six Layers of DEVA Leverage

Support Structure LeverageSupport Structure LeverageSupport Structure LeverageSupport Structure Leverage Operational support, Operational support, regulatory requirementsregulatory requirements

Delivery Structure LeverageDelivery Structure LeverageDelivery Structure LeverageDelivery Structure Leverage Implementation, training, Implementation, training, templates, methodologytemplates, methodology

Deep Domain Expertise LeverageDeep Domain Expertise LeverageDeep Domain Expertise LeverageDeep Domain Expertise Leverage LOB integration,LOB integration,regulatory requirementsregulatory requirements

Baseline Common Logic LeverageBaseline Common Logic LeverageBaseline Common Logic LeverageBaseline Common Logic Leverage Common accountCommon accountcreation, querycreation, query

IDOM Suite LeverageIDOM Suite LeverageIDOM Suite LeverageIDOM Suite Leverage Document technology Document technology replicabilityreplicability

Infrastructure LeverageInfrastructure LeverageInfrastructure LeverageInfrastructure Leverage Technical infrastructure Technical infrastructure pre-canned architecturespre-canned architectures

ExecutiveSponsor

S te e r ingC o m m ite e

C o reT e a m

E xte nde dT e a m

T e c hnic a lA rc h ite c t

S e nio rB us ine s sA na lys t

B us ine s sA na lys ts

D e ve lo pe rs

P ro gc ra mO ff ic e

IDM Project TeamIDM Project Team

Document Structure

Roles and Responsibilities

Desktop and Server

Database Design

Business Processes

Solving the IDM Implementation Puzzle

Solving the IDM Implementation Puzzle

Companycabinet

Financefolders

Humanresourcesfolders

Qualityfolders

Manufacturingfolders

IDM Repository OrganizationIDM Repository Organization

Key Factors to a Successful Integration

Key Factors to a Successful Integration

Enterprise IDM Strategy PlanningEnterprise IDM Strategy Planning Solve the Business Problem, the Technology is Solve the Business Problem, the Technology is

the easy partthe easy part Make the Business Owners responsible for the Make the Business Owners responsible for the

Project’s successProject’s success Create a common repository architecture that can Create a common repository architecture that can

be used across the Enterprisebe used across the Enterprise ““Try Before You Buy” - Prototyping techniques Try Before You Buy” - Prototyping techniques

breed successbreed success

Alan WeintraubAlan Weintraub

Implementing an Enterprise Integrated Document Management System

Implementing an Enterprise Integrated Document Management System