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Implementing an Enterprise Integrated Document Management System Alan Weintraub 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 reengineers to ensure recognition of IDM’s value in reengineering 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 Document Inventory: A Key to a Successful IDM Implementation WRAV Model Business Organization Document Types HR IS Client Mfg. Benefits WRAV V V V Policies WRAV V V V V WRAV V V WRAV WRA RV SOPs MSDS Guidelines System Document WRAV Repository Technologies Converge Integrated Document Management Multiple authoring tools Multiple output formats Workflow Application integration Imaging Cold Documents Asset cataloging Asset retrieval Workflow Distribution Content rendering for reuse Web Content Management Web content authoring Web-focused output Support for large number of users Response optimization Web Content Digital Document Assets Components Integrated Repository Digital Asset Management Structured document authoring Database publishing Document intelligence Document Component Management The Document Life Cycle Work-in-Process Review/ Approve Approved Access/ Distribute Concept Create/ Revise Destroy Aggregate/ Manage Archive Six Layers of DEVA Leverage Support Structure Leverage Operational support, regulatory requirements Delivery Structure Leverage Implementation, training, templates, methodology Deep Domain Expertise Leverage LOB integration, regulatory requirements Baseline Common Logic Leverage Common account creation, query IDOM Suite Leverage Infrastructure Leverage Document technology replicability Technical infrastructure pre-canned architectures IDM Project Team Executive Sponsor Steering Commitee Progcram Office Core Team Extended Team Senior Business Analyst Technical Architect Business Analysts Developers Solving the IDM Implementation Puzzle Business Processes Roles and Responsibilities Document Structure Database Design Desktop and Server IDM Repository Organization Company cabinet Finance folders Human resources folders Quality folders Manufacturing folders Key Factors to a Successful Integration Enterprise IDM Strategy Planning Solve the Business Problem, the Technology is the easy part Make the Business Owners responsible for the Project’s success Create a common repository architecture that can be used across the Enterprise “Try Before You Buy” - Prototyping techniques breed success Implementing an Enterprise Integrated Document Management System Alan Weintraub