ECM Project Management Basics

David ChampeauIBM FileNet Certified Professional

AIIM ECM MasterAIIM BPM Pracitioner

AIIM IOA Practioner

ECM Projects

Start with one or more basic methodologies depending on the size and scope of the project› Zachman Frameworks› MIKE2› PMBOK

Sequence of ECM Projects

•Desired Future State of Organization

•Provides Inspiration

Vision•Program

Level•Informati

on Governance

•Enterprise Architecture

Strategy

•Project level

•On-boarding

•Consistent with Strategy

•Each Project Should Add to the Strategy

Tactics

Project Infrastructure

Stakeholders Communications Plan Resource Plan Geography Priorities Artifact Management

Dual Tracks

Information› Architecture› Governance› Taxonomy› Business Processes› Records› Security

Technology› Architecture› Infrastructure› Operations› Integration

Architectures

Application Infrastructure Network ECM Platform Business Data Operations Support Geography

Situational Analysis

This will determine the next steps› New ECM program

Start from the beginning Leave room for lots and lots of planning

› New project in existing program Same style as other tactical projects or Something new What does it add Impact on infrastructure

Eating an Elephant

Organize the project into the high-level categories or tracks

Break each down multiple times› Get to manageable pieces

Determine dependencies› Begin to see the timeline

Gauge level of effort› Use one of numerous algorithms

Undersell, Overdeliver

If this is all new, start small Use prototypes for

› testing the integration points› automating business processes› experimenting with user interfaces

Plan and Plan Again

Whiteboards help flush out ideas, identify the tough spots

Planning does not have to lead into analysis paralysis

Each project needs someone to drive it forward› This is often overlooked› Someone has to understand how all the

pieces fit together

Keep the Solution Simple

Do not “code for the exception”, “code for the rule”› Keep it at 80-20› Dump the exceptions to the side and let

someone manually sort them out› This is a project killer

Keep the Solution Simple

Try to use out-of-the-box› Lots of good stuff coming OOTB these days› Integration points require customization

Sell the users on “simple first”› Most requirements delivered are rarely or

never used