Ideas on how to begin and ECM and BPM project. Information, patterns, taxonomy, etc.

1. Some Basics of an ECM Project David Champeau IBM FileNet Certified Professional AIIM ECM Master AIIM BPM Pracitioner AIIM IOA Practioner

2. ECM – What is it? Document Mgmt Records Mgmt Business Process Mgmt Digital Asset Mgmt Web Content Mgmt Classification eDiscovery Forms Collaboration Capture and more

3. Where to Start Infrastructure decisions in another track The usual role is the “business analyst” The BA has to “analyze the business” Analyze the Business does not equal Gather Requirements Basic rule “You cannot have a business process without information (content)”

4. Analyze the Business Determine if the business process falls into a well-known pattern Case Management Author / Review / Approve / Publish Straight Thru Processing One and Done

5. Understand the Language Each business organization has its own language Sets of words used daily in the business Example: Insurance New Business Servicing Claims Agent Contracts Agent Services

6. Transform the Language Transform the language of the business into a “taxonomy” Structured vocabulary 7 forms of taxonomy Facet taxonomy is a set lists that allow different views of the same information

7. Importance of Taxonomy The taxonomy: Leads into the technical aspects Becomes the design of the content database Defines how the content is classified Defines the “findability” of the content (e.g. search)

8. Impact of business analysis

9. Flow of Content

10. Basic Process Scenarios Scope Ad-hoc Non-repetitive, typically collaborative Production Repetitive process, set rules, often high volume Functional Routing Linear Workflow More complex, parallel activities Fully-Integrated Business Process Complex human and system-centric integrations

11. Business Process Analysis Have a process for gather information Have a methodology Consistent Structured Repeatable Determine what information to gather Develop requirements of the new process Start with a mock-up of the user interface is possible

12. Business Process Analysis Determine the business process pattern Identify the Roles Identify the flow Sequential, parallel steps Identify integration points

13. Business Process Analysis Draw some pictures of the new process Keep it simple Others have to understand it Compare the Current State and Target State side-by-side Start on the Gap Analysis Build a prototype as soon as possible Get the flow correct while working on the details of the UI