Enterprise Content Management Toolkit: best-practice templates, step-by-step work plans and maturity diagnostics

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Save time, empower your teams and effectively upgrade your processes with access to this practical Enterprise Content Management Toolkit and guide. Address common challenges with best-practice templates, step-by-step work plans and maturity diagnostics for any Enterprise Content Management related project.

Download the Toolkit and in Three Steps you will be guided from idea to implementation results.

The Toolkit contains the following practical and powerful enablers with new and updated Enterprise Content Management specific requirements:


STEP 1: Get your bearings

Start with...

  • The latest quick edition of the Enterprise Content Management Self Assessment book in PDF containing 49 requirements to perform a quickscan, get an overview and share with stakeholders.

Organized in a data driven improvement cycle RDMAICS (Recognize, Define, Measure, Analyze, Improve, Control and Sustain), check the…

  • Example pre-filled Self-Assessment Excel Dashboard to get familiar with results generation

Then find your goals...


STEP 2: Set concrete goals, tasks, dates and numbers you can track

Featuring 745 new and updated case-based questions, organized into seven core areas of process design, this Self-Assessment will help you identify areas in which Enterprise Content Management improvements can be made.

Examples; 10 of the 745 standard requirements:

  1. Does the information infrastructure convert raw data into more meaningful, relevant information to create knowledgeable and wise decisions that assists personnel in carrying out their enterprise Risk Management and other responsibilities?

  2. Are the data and associated software produced and/or used in the project accessible and in what modalities, scope, licenses (e.g. licensing framework for research and education, embargo periods, commercial exploitation, etc.)?

  3. Are the data and associated software produced and/or used in the project discoverable (and readily located), identifiable by means of a standard identification mechanism (e.g. digital object identifier)?

  4. When using the content management system, are process participants able to see only what their security privileges enable them to see (participants see only what they need to perform their activities)?

  5. What will be the policies for data sharing and public access (including provisions for protection of privacy, confidentiality, security, intellectual property rights and other rights as appropriate)?

  6. Have you had problems with heterogeneous data, bad data, lack of storage capacity, unanticipated financial/time costs, inadequate cooperation from data owners or lack of data management expertise?

  7. What are the policies for data sharing and public access (including provisions for protection of privacy, confidentiality, security, intellectual property rights and other rights as appropriate)?

  8. If files are being migrated or converted, is someone performing a check on both files (original and converted file) to make sure the data has not been altered and that data has been lost?

  9. What is the annual research & development (R&D) investment for the solution being used, both in terms of financial investment and total number of employees dedicated to the R&D function?

  10. The taxonomic design process establishes how individual data points adhere to categories for example, what is the classification schema that makes one thing different from another?


Complete the self assessment, on your own or with a team in a workshop setting. Use the workbook together with the self assessment requirements spreadsheet:

  • The workbook is the latest in-depth complete edition of the Enterprise Content Management book in PDF containing 745 requirements, which criteria correspond to the criteria in...

Your Enterprise Content Management self-assessment dashboard which gives you your dynamically prioritized projects-ready tool and shows your organization exactly what to do next:

  • The Self-Assessment Excel Dashboard; with the Enterprise Content Management Self-Assessment and Scorecard you will develop a clear picture of which Enterprise Content Management areas need attention, which requirements you should focus on and who will be responsible for them:

    • Shows your organization instant insight in areas for improvement: Auto generates reports, radar chart for maturity assessment, insights per process and participant and bespoke, ready to use, RACI Matrix
    • Gives you a professional Dashboard to guide and perform a thorough Enterprise Content Management Self-Assessment
    • Is secure: Ensures offline data protection of your Self-Assessment results
    • Dynamically prioritized projects-ready RACI Matrix shows your organization exactly what to do next:

 

STEP 3: Implement, Track, follow up and revise strategy

The outcomes of STEP 2, the self assessment, are the inputs for STEP 3; Start and manage Enterprise Content Management projects with the 62 implementation resources:

  • 62 step-by-step Enterprise Content Management Project Management Form Templates covering over 1500 Enterprise Content Management project requirements and success criteria:

Examples; 10 of the check box criteria:

  1. Quality Management Plan: How is staff trained on the recording of field notes?

  2. Activity Duration Estimates: How could you define throughput and how would your organization benefit from maximizing it?

  3. Change Request: Will the change use memory to the extent that other functions will be not have sufficient memory to operate effectively?

  4. Team Directory: Decisions: what could be done better to improve the quality of the constructed product?

  5. Requirements Management Plan: Controlling Enterprise Content Management project requirements involves monitoring the status of the Enterprise Content Management project requirements and managing changes to the requirements. Who is responsible for monitoring and tracking the Enterprise Content Management project requirements?

  6. Human Resource Management Plan: Are key risk mitigation strategies added to the Enterprise Content Management project schedule?

  7. Activity Cost Estimates: Vac -variance at completion, how much over/under budget do you expect to be?

  8. Scope Management Plan: Have the personnel with the necessary skills and competence been identified and has agreement for participation in the Enterprise Content Management project been reached with the appropriate management?

  9. Responsibility Assignment Matrix: Wbs elements contractually specified for reporting of status (lowest level only)?

  10. Risk Audit: What are the boundaries of the auditors responsibility for policing management fidelity?

 
Step-by-step and complete Enterprise Content Management Project Management Forms and Templates including check box criteria and templates.

1.0 Initiating Process Group:

  • 1.1 Enterprise Content Management project Charter
  • 1.2 Stakeholder Register
  • 1.3 Stakeholder Analysis Matrix


2.0 Planning Process Group:

  • 2.1 Enterprise Content Management project Management Plan
  • 2.2 Scope Management Plan
  • 2.3 Requirements Management Plan
  • 2.4 Requirements Documentation
  • 2.5 Requirements Traceability Matrix
  • 2.6 Enterprise Content Management project Scope Statement
  • 2.7 Assumption and Constraint Log
  • 2.8 Work Breakdown Structure
  • 2.9 WBS Dictionary
  • 2.10 Schedule Management Plan
  • 2.11 Activity List
  • 2.12 Activity Attributes
  • 2.13 Milestone List
  • 2.14 Network Diagram
  • 2.15 Activity Resource Requirements
  • 2.16 Resource Breakdown Structure
  • 2.17 Activity Duration Estimates
  • 2.18 Duration Estimating Worksheet
  • 2.19 Enterprise Content Management project Schedule
  • 2.20 Cost Management Plan
  • 2.21 Activity Cost Estimates
  • 2.22 Cost Estimating Worksheet
  • 2.23 Cost Baseline
  • 2.24 Quality Management Plan
  • 2.25 Quality Metrics
  • 2.26 Process Improvement Plan
  • 2.27 Responsibility Assignment Matrix
  • 2.28 Roles and Responsibilities
  • 2.29 Human Resource Management Plan
  • 2.30 Communications Management Plan
  • 2.31 Risk Management Plan
  • 2.32 Risk Register
  • 2.33 Probability and Impact Assessment
  • 2.34 Probability and Impact Matrix
  • 2.35 Risk Data Sheet
  • 2.36 Procurement Management Plan
  • 2.37 Source Selection Criteria
  • 2.38 Stakeholder Management Plan
  • 2.39 Change Management Plan


3.0 Executing Process Group:

  • 3.1 Team Member Status Report
  • 3.2 Change Request
  • 3.3 Change Log
  • 3.4 Decision Log
  • 3.5 Quality Audit
  • 3.6 Team Directory
  • 3.7 Team Operating Agreement
  • 3.8 Team Performance Assessment
  • 3.9 Team Member Performance Assessment
  • 3.10 Issue Log


4.0 Monitoring and Controlling Process Group:

  • 4.1 Enterprise Content Management project Performance Report
  • 4.2 Variance Analysis
  • 4.3 Earned Value Status
  • 4.4 Risk Audit
  • 4.5 Contractor Status Report
  • 4.6 Formal Acceptance


5.0 Closing Process Group:

  • 5.1 Procurement Audit
  • 5.2 Contract Close-Out
  • 5.3 Enterprise Content Management project or Phase Close-Out
  • 5.4 Lessons Learned

 

Results

With this Three Step process you will have all the tools you need for any Enterprise Content Management project with this in-depth Enterprise Content Management Toolkit.

In using the Toolkit you will be better able to:

  • Diagnose Enterprise Content Management projects, initiatives, organizations, businesses and processes using accepted diagnostic standards and practices
  • Implement evidence-based best practice strategies aligned with overall goals
  • Integrate recent advances in Enterprise Content Management and put process design strategies into practice according to best practice guidelines

Defining, designing, creating, and implementing a process to solve a business challenge or meet a business objective is the most valuable role; In EVERY company, organization and department.

Unless you are talking a one-time, single-use project within a business, there should be a process. Whether that process is managed and implemented by humans, AI, or a combination of the two, it needs to be designed by someone with a complex enough perspective to ask the right questions. Someone capable of asking the right questions and step back and say, 'What are we really trying to accomplish here? And is there a different way to look at it?'

This Toolkit empowers people to do just that - whether their title is entrepreneur, manager, consultant, (Vice-)President, CxO etc... - they are the people who rule the future. They are the person who asks the right questions to make Enterprise Content Management investments work better.

This Enterprise Content Management All-Inclusive Toolkit enables You to be that person.

 

Includes lifetime updates

Every self assessment comes with Lifetime Updates and Lifetime Free Updated Books. Lifetime Updates is an industry-first feature which allows you to receive verified self assessment updates, ensuring you always have the most accurate information at your fingertips.

46 Reviews Hide Reviews Show Reviews

  • 5
    The Self-Assessment is a great tool to gather feedback and input from others, especially challenges, and things to watch out for. Very helpful!

    Posted by JULIE M. on 5th Sep 2018

    JULIE M. AWS Solution Architect

  • 5
    JUNE M. Vice President Information Technology, Human Resources and Administrative Services

    Posted by JUNE M. on 5th Sep 2018

    I would love to have a conversation with you, at the moment I am preparing for our annual IT Conference, which I might add, we could have used you as a presenter!

  • 5
    This is great!

    Posted by GREG C, on 5th Sep 2018

    GREG C. CEO Managed Service Provider

  • 5
    Thank you for the excel dashboard. It is so powerful.

    Posted by TAHAR H. on 4th Sep 2018

    TAHAR H. Researcher at Institute of Economic Analysis and Prospective Studies

  • 5
    Your book is interesting and contains timely topics.

    Posted by Dianne L. on 4th Sep 2018

    DIANNE L Chief Learning Officer

  • 5
    DAVID T. Software Consultant

    Posted by DAVID T. on 3rd Sep 2018

    Quality is a topic that is very important for me right now, and it should be important for every team. This book contains a self-assessment that can be useful for your organization to find out where you currently are. If you struggle to ask the right questions about your efforts, this book will give many of them, and a way to score your answers

  • 5
    Thanks for your service! That's really appreciated!

    Posted by HARRY M. on 5th Aug 2018

    HARRY M. Enterprise Architect

  • 5
    This is great! Thank you. Say, do you all do consulting or certification?

    Posted by KEN W. on 4th Aug 2018

    KEN W. Managing Director

  • 5
    ctmfile.com

    Posted by ctmfile.com on 3rd Aug 2018

    This is a structured, in-depth review and how to work out how develop the controls and processes that will begin to solve the problem. Knowing what questions to ask is the starting point. The level of questions and analysis required will surprise, but this level of details is essential.