Archive for March, 2007

Take a Peek Behind The Curtain – SharePoint and DoD 5015.2: Part 1

A recent post on the Microsoft SharePoint Products and Technologies Team Blog confirmed the plans for getting MOSS 2007 certified to comply with the DoD 5015.2 STD.

Well, I have been pretty quiet about the work that I and the fantastic team at AIS have been doing for the last year.

AIS was selected by Microsoft last year to help build the new DoD 5015.2 features for the Records Center and take the DoD 5015.2 version of the SharePoint Records Center through the certification testing which is scheduled for the week of May 14th. I have written a white paper that highlights the new features which have been added to the Records Center. You can download the white paper here.

AIS and I will be in the Microsoft booth at the AIIMexpo Conference & Exposition in Boston, April 16-19, 2007. 

I will talk about the process we used for adding the new functionality to the Records Center to meet the DoD 5015.2 STD requriements in Part 2 of this post.

BetterECM List of Resources

Many have asked about some of the books I read and some of the other tools I use to make like easier. Whenever I speak at conferences I am asked where I got the remote I use for advancing my PowerPoint slides which I really love.

So, I have created a List of Resources and added it to the BetterECM site. I also added a link on the side bar at the top of the BetterECM home page. Over time I will continue to update the list with some of the books and other cool things I have found useful.

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Plug Into The Enterprise Content Management Network

Hat tip to George Dearing for organizing the “The Enterprise Content Management (ECM) Network” thorugh Feedburner. This Network is a compliation of a group of great ECM Blogs including BetterECM.

George is providing a great service with this. Readers of the network can search through the network of articles, subscribe via email to a Daily Network Digest and subscribe to the indivual RSS feeds of the members of the network.

Nice job, George!

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Disillusioned With The Current Definition of ECM

I have been thinking about this quite a bit lately. For over two months now, to be exact!! So here it is, finally!

I think the traditional definitions of ECM swirling around are flawed. In this post I review some of the traditional definitions of ECM from AIIM, Gartner, and Forrester, and then propose a new “BetterECM Definition of ECM”. This new definition serves to answer the broader question of ”How do we effectively manage the content across the enterprise and create a culture of information sharing?” 

So let’s look at the current definitions:

From AIIM

Enterprise Content Management (ECM) is the technologies used to capture, manage, store, preserve, and deliver content and documents related to organizational processes. ECM tools and strategies allow the management of an organization’s unstructured information, wherever that information exists.

From Gartner’s Client Issues for Enterprise Content Management, 2005

ECM has emerged after 10 years of market consolidation. Vendors from various areas have entered other markets by developing new functions, or by acquiring companies and technology from related markets. As a result, few stand-alone vendors remain in some of these markets (for example, Web content management and record management). Today, ECM encompasses the following core components:

  • Document management for check-in/checkout, version control, security and library services for business documents
  • Web content management for automating the webmaster bottleneck, and managing dynamic content and user interaction
  • Record management for long-term archiving and the automation of retention and compliance policies, and to ensure legal or regulatory record compliance
  • Document capture and document imaging for capturing and managing paper documents
  • Document-centric collaboration for document sharing and supporting project teams
  • Workflow for supporting business processes and routing content, assigning work tasks and states, and creating audit trails

From Forrester’s Topic Overview: Enterprise Content Management

ECM must be a strategy for: 1) how to manage all unstructured information — images, Web content, rich media assets, and corporate records; 2) how to integrate the many content repositories within an enterprise; and 3) how to put content to use — by making it contextual within business processes and user experiences.

What’s wrong with these definitions?

Well, all of the above definitions primarily focus on the technologies used to manage content across the enterprise. Forrester’s definition is getting closer to my idea of the ideal definition, but does not quite get there. It’s almost like the common definitions of ECM are based on the consolidation of the technology components that now make up the ECM suites. The do not address the necessary cultural aspects, processes, policies, and procedures which would support a culture and the practical application of effectively managing information throughout the enterprise.

I really like the Gartner definition of business process management (BPM): From the Gartner research report “Business Process Management: Preparing for the Process-Managed Organization”, they define BPM as:

BPM is a management practice that provides for governance of a process environment toward the goal of improving agility and operational performance. BPM is a structured approach employing methods, policies, metrics, management practices and software tools to manage and continuously optimize an organization’s activities and processes.

The BetterECM definition of ECM:

So, based on the less than ideal definitions of ECM so far I propose the following “BetterECM Definition of ECM”

“ECM is a management practice that provides for governance of an information management environment toward the goal of improving compliance, information reuse and sharing, and operational performance. ECM is a structured approach employing methods, policies, metrics, management practices and software tools to manage the lifecycle of information and to continuously optimize an organization’s collections of information and information management processes.”

Tell me what you think. Based on your feedback this definition may evolve.

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Intel Faces Up to E-Mail Retention Problems in AMD Lawsuit

From the eWeek article:

A judge gives the company 30 days to find missing e-mails; meanwhile, Intel’s foibles reveal a prime example of what businesses of all sizes now face since the institution of new federal e-discovery court rules.

Intel has 30 days to recover 1,000 missing emails subject to the courts discovery order. The judge also ordered Intel to document the process of how they recover and produce the missing emails.

Wow! This definitely makes the case for Better ECM. Effectively managing company emails as official business records and preserving them when they are the subject of ongoing litigation (placing them on legal hold) is the foundation of any well designed and operated enterprise content management strategy and program.

There are quite a few companies that should take heed of the challenges Intel is facing and get busy putting their content houses in order. This should be a wake up call!

The new Amendments to the Federal Rules of Civil Procedure that specifically address the discovery of electronically stored information (ESI) went into effect December 1, 2006 and call for the expeditious delivery of ESI subject to a court ordered discovery request.

I came across the “Managing Discovery of Electronic Information: A Pocket Guide for Judges” at Information Governance Engagement Area. Hat tip to Rob Robinson.

Every Chief Risk Officer, Corporate Records Manager, Corporate General Counsel, etc. should read and have a copy of this pocket guide.

And then, start working on making their ECM Better!


Why BetterECM?

This Blog focuses on how to effectively use enterprise content management (ECM) technologies to solve business problems. I also try to debunk some of the myths floating around the ECM market.

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____________________________
Russ Stalters is Director, Information & Data Management at a global oil and gas company. Everything in this Blog is his personal opinion and does not represent the views of his employer. No warranties or other guarantees will be offered as to the quality of the opinions or anything else offered here.


This work is licensed under a Creative Commons Attribution-Noncommercial-Share Alike 3.0 License

BPM Related Posts @BPM Enterprise

I will also be Blogging about the intersection of Business Process Management (BPM) and ECM at BPM Enterprise.com.

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