Putting Together an ECM Project Team

Part 3 – The Project Team

In previous blogs on this same subject, we have discussed the role of Executive Management in the overall Project Team effort.  And what elements from the  internal organization would likely comprise an effective team.   In summary, vibrant and effective executive leadership is likely to be critical in solidifying the vision for the project.  The target of effort to achieve project acceptance and enthusiasm is cascading in that the focus of executive leadership is middle management.  The components of a project team may be different for each organization or type of organization – whatever best suites the particular organizational structure, and what special considerations there might be in the project (i.e. does it involve web content, collaboration, integration with ERP or SharePoint environments, etc.).

Continue reading

ECM and Internal Controls

It is time to revise your organization’s internal controls!

It has been almost 8 years since the Sarbanes-Oxley Act became law in the U.S.  Even though this act covered only public companies, a significant percentage of ECM projects were undertaken  by exempt companies to make them ‘SOX compliant’, specifically in regard to the  sections of the Act that specified the criminal penalties for manipulating, destroying or altering a company’s records.  Have you taken a look at internal controls since?

Continue reading

ECM Best Practices: Training – How much is too much, how much is not enough?

How much is too much, how much is not enough?

That is the proverbial question. Often times when project budgets are being developed, training is a secondary consideration. Sometimes it’s not considered at all.  When you’re working with customers helping them to determine what kinds of training and how much should be included, the first thing should be clearly identifying what your objectives are (and qualifying them with the most affected stakeholder – the end users).

Continue reading

Quality Management Within the ECM Project Plan

For every major ECM project being defined and planned, a Quality Management Plan should be included within the Project Plan and consider that:

  • Quality planning can be, and is usually closely related with aspects of the Risk Management Plan.
  • Quality planning does define the aspects of the project to which quality standards apply and how to measure and report on compliance.  Benchmarking will be accomplished in accordance with realistic expectations and the customer/stakeholder’s requirement that benefit analysis or ongoing metric comparisons be provided outside of or within the purview of the Project.
  • Quality assurance is included as an application of the Project Plan to assure that an analysis of where standards apply is actually accomplished according to the processes for Quality Assurance that are identified in the Project Plan.
  • Quality control is reflected in the process used in the monitoring of project results at key points within the project and/or at relevant points within each Deliverable as appropriate.
  • Some monitoring is constant and in compliance with professionally established practices.   The actual monitoring activity, along with reporting and meetings, is planned and critical activity junctions are considered for specified attention.   Monitoring processes are closely tied with the “Communications” Plan so that a the internal customer or external organization’s Project Manager and team is apprised of project status as pre-planned or as is prudent.

Neil W. Lindsey
Project Manager / Business Analyst
ImageSource, Inc.
See me at Nexus 2009


Embracing Client Budgets in Meaningful Ways

Setting the “Fixed Bid” model of funding projects completely aside for a moment, let’s talk about the “Time and Materials” model of project funding in relation to project management…

Continue reading

Basics of Consulting for the ECM Project

Many organizations look for expert assistance in a quest to justify, plan, and develop the concepts for an Enterprise Content Management system (ECM) or smaller departmental system using this technology.  A provider of these services needs to have demonstrated expertise regarding consulting services focused on the application of the entire breadth of the disciplines associated with Enterprise Content Management.

Continue reading

What Type of Search is Right for You?

For many functions in the organization the full text “Google” like search capability found in most document management systems may be useful.  For others, it’s not sufficient in providing the business value.  Here’s some situations that may help determine what is right for you.

There are three core functions to any process… Procurement of Materials, Conversion of Materials, and Distribution of those Materials. All other functions only support these three.

In translation, these three things can map to any function found in business for any department (Sales, HR, Information Technology etc.)  It seems that when analyzing any business process, this old adage always comes back and discussing search in the enterprise is no exception.

Continue reading