This presentation includes hints, best practices and international standards to simplify your ECM gathering requirement process before and during the implementation phase. The ECM Program Strategy should be written before starting to implement and it should contain a set of documents describing the vision of your project containing also all the stakeholders goals in terms of functionalities and UX needs.

1. Smart Alfresco ECM
Program Strategy for
Your New Success Story
Piergiorgio Lucidi

2. Learn. Connect. Collaborate.
ECM - A critical journey
Complex
• Content
• Process
Scenarios
• Skills / Core business
• Departments / Stakeholders
Communication
• Requirements gathering
• Understimations

3. Learn. Connect. Collaborate.
ECM Program Strategy: reliable approach
Community
effort by AIIM
Suggestions
and best
practices
Build guidelines
for your project
Based on
International
Standards
Documentation
for each sprint

4. Learn. Connect. Collaborate.
International Standards
Don’t reinvent
the wheel
• Created by
experts around
the world
Trust in statistics
• Issues are
always the
same
• Some scenarios
can be guided
with prototypes
PoC with Vision
• Coding without
context hurts
• Code is easy,
people are hard

5. Learn. Connect. Collaborate.
Avoiding caos
Project
Vision
Stakeholder
Views
Technology
adoption
Testing
Training
1

6. Learn. Connect. Collaborate.
MIKE2 Open Source Methodology

7. Learn. Connect. Collaborate.
ECM Program Strategy - Phases
Management
participation
Assessment
Technology
assessment
Development
Rollout
Training

8. Learn. Connect. Collaborate.
Phase 1 – Management participation
Business strategy
KPIs and metrics
Organizational Change Strategy
Identify Champions
User Experience

9. Learn. Connect. Collaborate.
Phase 2: Assessment
Iterative approach
Stakeholder views
Gap analysis
Project scope
2

10. Learn. Connect. Collaborate.
Phase 3: Technology assessment
Integrations Architecture Extensions
Information
Management
Content
lifecycle
Migration UX Middleware

11. Learn. Connect. Collaborate.
Phase 4 - Development
Iterative PoC oriented approach
Identity Management
Content & Rules Modeling
Repository Extensions
Processes
Integrations
Unit & Integration Tests

12. Learn. Connect. Collaborate.
Phase 5: Rollout
Unit test execution
Integration tests execution
Change management procedures
Technical training
User training

13. Learn. Connect. Collaborate.
Phase 6 – Training / Evolution / Maintenance
• System administration
• Development
Training
• Platform
• Environment
Upgrade Strategy
• Extensions
• New applications
• Scaling out
Evolution
3

14. Learn. Connect. Collaborate.
Caos & statistics - Understimation
Caos
Processes
Unsupported
platforms
Poor
requirements
understanding
Migration
Communication

15. Learn. Connect. Collaborate.
Migration – Software architecture
Content Modeling Workflow instances
Functionalities Authorities
Migration

16. Learn. Connect. Collaborate.
Migration – Storage architecture
Content Storage BPM Storage
Applications Tier Identity Storage
Migration

17. Learn. Connect. Collaborate.
Processes – Best Practices
4-eyes principle
Escalation
Recovery loop
Significant task
4

18. Learn. Connect. Collaborate.
Unsupported platforms
Environment
Adoption
KPIs
Metrics
Feedback
Improvement
Goals

19. Learn. Connect. Collaborate.
Poor requirements understanding
• Listen!
• Share Guide Lines
• Share Stakeholder Views
Gathering
• Match requirements
• Vertical matching
• Horizontal matching
Elaborate
feedback
• Champions
• White paper for any new app released
• Ask for feedback
Share the Vision

20. Learn. Connect. Collaborate.
Communication
Code is
easy,
people are
hard
Different skills
Communication
protocol
PrioritiesTraining
Visibility

21. Learn. Connect. Collaborate.
Final suggestions
Don't start
implementing
immedially
Change your
point of view
Build the ECM
Program
Strategy
Ask for
feedback
Iterate
vertically on
sprints
Unit and
integrations
tests

22. THANK YOU J
Smart Alfresco ECM
Program Strategy for
Your New Success Story