ECM Consultant

ECM Consultant ECM Consultant (Electronic Content Management Consultant) Planning and Training Services How to plan for ECM Electronic Content Management?

Major planning steps include: develop an enterprise wide plan, document application design requirements, conduct process improvement (BPM, Re-engineering, LEAN, Six Sigma), develop workflow maps, update records schedules and governance, evaluate cost / benefit of project, establish budgets, develop RFP, vendor selection (integrator/software company), project management and vendor implementation qu

ality assurance review. ECM Consultant Planning Assistance. Since 1995, CRE8 Independent Consultants has assisted hundreds of organizations with planning for ECM. See our Methodology, Success Stories, Keynotes, Articles and Presentations for additional information.

How To Hire An ECM (Electronic Content Management Consultant)
05/29/2024

How To Hire An ECM (Electronic Content Management Consultant)

How To Hire An ECM Consultant? How To Hire An ECM Consultant? May 22, 2024 CRE8Blog Reason For ECM Consultant After specializing in the ECM industry for the past 25 years, I believe to be effective, an Electronic Content Management consultant must provide guidance, leadership, expertise in ECM and r...

How to Plan for ECM. Develop an enterprise ECM plan to set budget, expectations, and a multi-year roadmap. Document cont...
01/11/2020

How to Plan for ECM. Develop an enterprise ECM plan to set budget, expectations, and a multi-year roadmap. Document content management, workflow, and electronic records management requirements before vendor selection and implementation. Update records information management (RIM) and information governance IG programs, policies, procedures, and schedules before ECM deployment. READ MORE

Electronic Content Management (ECM) definition, deployment risks, planning steps, assistance, articles and presentations.

How to Develop an Enterprise Electronic Content Management Plan. This CRE8 workshop will discuss how to develop an enter...
03/27/2018

How to Develop an Enterprise Electronic Content Management Plan. This CRE8 workshop will discuss how to develop an enterprise-wide ECM plan to define technology requirements, benefits and costs, return on investment, and a project road map.

CRE8 provides free and for fee workshops

ECM Consulting Assistance
01/10/2018

ECM Consulting Assistance

Electronic Content Management (ECM) definition, deployment risks, planning steps, assistance, articles and presentations.

09/12/2016

Is There a Better Way to Treat Vendors and Customers?

Today, the word "vendor" or "customer" in many companies can still bring up a less than enthusiastic response from internal staff, who are under pressure to work with both of these organizations. With vendors, downward pressure on spend and rigorous procurement processes can promote a less than cordial relationship. With customers, the pressure to provide quality, cost, and service demands can be stressful to internal staff. Adding to this dysfunction are internal operating silos—between sales, operations, human resources, and finance. Many times, silos are reinforced by people, processes, and systems.

As the process guy, I have to ask:
•If an organization depends on its suppliers to provide raw materials or critical supporting services, how is an adversarial relationship beneficial?
•If an organization needs to generate revenue from its customers, how is an unenthusiastic relationship beneficial?
So, how do we “tear down these walls?” READ MORE http://documentmedia.com/article-2485-Is-There-a-Better-Way-to-Treat-Vendors-and-Customers.html

Today, the word "vendor" or "customer" in many companies can still bring up a less than enthusiastic response from internal staff, who are under pressure to work with both of these organizations. With vendors, downward pressure on spend and rigorous procu

10/11/2015

A SharePoint steering committee meeting, which I was invited to by the chief executive officer (CEO), started off with: an operational executive telling information technology (IT) that they could not find some of the documents they needed in SharePoint; legal saying that during e-discovery, older records had been discovered in SharePoint that should have been disposed of in accordance with their schedules; the records manager politely responding to legal that electronic records stored in SharePoint were outside of their responsibility; and IT asking for funds to upgrade SharePoint. As the chief financial officer (CFO) called for a five-minute break in the action, I readied myself to jump in.

"The problem with SharePoint is not SharePoint," I told the group of battling executives. I then asked the following questions: Read More http://documentmedia.com/article-2275-The-Problem-with-SharePoint.html

10/11/2015

Why process innovation and paperless technology? Paperless technologies, such as scanning, capture, recognition, digital signature, electronic content management (ECM), workflow and retention/disposition, can have a powerful impact on an organization. This impact can be positive in terms of efficiency, quality and service; negative through increasing labor costs, processing time or errors; or neutral, which has the CFO asking the question: Why did we spend the money in the first place?

So how does an organization determine if paperless technologies will have a positive impact? Read More http://documentmedia.com/article-1374-The-4-Ways-to-Tell-if-Paperless-Technologies-Are-for-You.html

10/11/2015

Why do some paperless technology projects get funded and others not? What is the number one reason projects are successful? Hint: it’s all about the process. This AIIM virtual meeting will demystify process improvement methods: CPI, Re-engineering, BPM, LEAN, and Six Sigma and discuss how these methods can be used to successfully budget, plan and implement: capture, electronic content management, digital signature, workflow, and electronic records management technologies.

Presenter George Dunn, President of CRE8 Independent Consultants is an internationally recognized consultant, speaker, instructor and author on process improvement and paperless technologies. He has redesigned processes for organizations ranging in size from 25 to 250,000 employees and designed systems from 10 to 25,000 users.

Read More http://community.aiim.org/grandcanyonchapter/events/eventdescription?CalendarEventKey=a44d3634-7af1-4a09-ab70-da4b79808073

10/11/2015

Applying Six Sigma process improvement methodology and electronic content management (ECM) technology to documents currently stored in email, shared network drives and paper can result in a significant reduction of product/service cost and issues.

What is Six Sigma? Six Sigma is based upon work by Shewhart and Deming (post WWII Japan), further developed by Motorola in 1980s and made popular by Jack Welsh at GE in 1995. Six Sigma focuses on improving quality of process by identification and removal of the cause of: READ MORE http://documentmedia.com/article-1392-Do-You-Have-These-Five-Items-on-Your-Process-and-ECM-Technology-Checklist.html

10/11/2015

I’ve been hearing a lot of angry outbursts from workers, frustrated with shared “group” level electronic content management (ECM) systems. Complaints include: It takes too long to index documents; each group indexes documents differently; and they can’t find needed documents. Records managers and general legal counsel weigh in with their own complaints, stating that these systems do not provide disposition/retention (i.e., electronic records management) and are out of sync with the organization’s records schedules, policies, procedures and governance. Magnify this situation by 2X to over 500X and you have the state of the union for many organizations, ranging in size from privately held to Fortune 100.

As the “process guy” in the area of paperless technologies, I have to ask, Read More http://documentmedia.com/article-2087-Why-ECM-Systems-Fail.html

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