Category Archives: ECM

Enterprise Content Management (ECM): Web Content Management Systems (CMS or WCM), Document Management, E-Mail, Collaboration Systems, Groupware, and more.

Enabling Zachman Framework and Managing Change

Seminar for Enterprise Architecture Implementation and Management Enabling the Zachman Framework and Managing Change

Toronto Oct 6-8, 2008

Enterprise Content Management, ECM, almost always involves deep changes in an enterprise’s information architecture beyond the specific solution.

A group that I’m associated with has a seminar taking place in October (Oct.6-8) on Enterprise Architecture. The seminar sponsored by the Enterprise Architecture Center of Excellence (EACOE) and Arcus Group. The seminar is being held in Canada (Toronto) for the first time, details can be found at this page on the Arcus Group site.

This 3 day event is focused on Architecture Management and Implementation. The first day is geared to senior executives who wish to launch or refresh enterprise architecture departments within their IT organizations. It will provide the necessary basic information about the purpose and benefits of Enterprise Architecture and show best practices in managing the human, process and technology sides of change.

For the second and third day, focus will be on implementation strategies and activities that result in concrete action plans with clear steps on how to implement Enterprise Architecture models and standards based on one of the industry’s leading frameworks called Zachman Framework.

The seminar leaders are Sam Holcman and Merril Mascarenhas. Sam is Managing Director of EACOE and President of Pinnacle Business Group and Zachman Institute for Framework Advancement (ZIFA)and is a recognized expert in research and application of business process engineering and enterprise architecture.  Merril is Managing Partner of Arcus Group and an expert in the human side of Change Management.

Cheers,
-pmh

The ‘E’ in ECM stands for Enterprise

Booth bunny
Once in a while every articulate consultant gets to play booth bunny at some technical show. So, having donned a jacket and tie, rather than the fur-trimmed swimsuit, The Portable Consultant was happy to take his turn describing his client’s services to their customers. During a break in the huge lines of people hungry to hear about infrastructure solutions design (“Servers R Us”, basically -all manner of hosting), I took the time to visit our booth neighbours who were presenting their Record and Document Management Systems pilot project.

Now the organization in question is large. Several divisions have the size and technical expertise to justify large initiatives within their own jurisdiction. That being said, I have always been something of a centralist with regard to IT, believing that enterprise-wide strategic solutions are preferable to tactical point solutions in several areas – document and records management being two of them, email being yet another.

So I was interested to learn that this particular ECM pilot project was apparently taking place with some involvement, or at least monitoring, from a central central strategic IT initiatives group. As I learned more, however, it was somewhat distressing to hear that the project would provide its own email archiving component and so the new system would, in fact, result in a de facto change in the enterprise’s existing email archiving abilities.

The quick answer
When I asked whether email would be treated as “business records” I was told they would. When I asked whether the new system would archive email for the business division in question I was told it would. When I asked whether the existing enterprise mail archive would continue to retain copies of mail archived information the proposed system the response was “Yes, if someone were to configure it that way.”

So it appears we have a business unit of this large enterprise making decisions that appear to lie outside their purview, namely the realm of the enterprise’s email archiving policy. It would take considerable knowledge and effort for one of the users to make the configurations necessary to restore the original functionality of the enterprise email archiving function once the division’s new record and document management system had been installed. In short, this one initiative has removed the word “Enterprise” from a portion of ECM policy.

Local versus central or indisputable mandate?
Some may see this as the old battle between the central IT folks and those in the business units. My view is that the ‘E’ in ECM stands for ‘enterprise’ and that a service like email archiving that is clearly within the enterprise mandate should not be altered at the departmental level except to enhance or expand. If this division’s email is no longer archived by the central service then the essential meaning of ‘enterprise’ email will have been lost.

Cheers,
-pmh

RSS as a Radically Simple Suggestion

As some of you may recall, The Portable Consultant is presently assisting with the implementation of an Enterprise Content Management (ECM) System for a Canadian financial company. The vendor has now been selected and the project PM is scheduling the vendor’s training courses. One of the course descriptions mentions management of “content subscription” and the PM asked me what this was.

IluvRSSÂ

As it turns out, the course description may be referring to the system of email alerts sent out when there are changes to content in the repository to which a user has “subscribed”. Being immersed in Web 2.0 and related technologies, however, I immediately launched into a presentation of RSS subscriptions complete with a demo of FeedReader and descriptions of the benefits of RSS for updating staff and partners via intranet and extranet RSS feeds.

Of course, the ECM vendor does have full support for RSS too. So my explanation wasn’t wasted, but I have been struck by how little people in the general IT world do know about RSS. Our project is sponsored by the company’s Sales & Marketing group and they also know nothing of RSS. For my client the benefits of RSS are simple to explain… a radically simple suggestion, actually.

Since my professional life is in perfect synch with the podcasts I listen to on my daily commutes, I recalled that the February 13th. episode of Todd Cochrane’s Geek News Central Podcast contained a pointer to Why Do You Care About RSSÂ by Sue Polinsky. Check out the comments below the article for more useful links.

Cheers,
-pmh