Enterprise Content Management: What SharePoint skills do you currently have in house in terms of SharePoint Administration, Maintenance, Content Owner/Authorship, and Development?

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.

 

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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 920 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 920 standard requirements:

  1. 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?

  2. When using the proposed 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)?

  3. What type of staff support and/or training, and how much, is needed to provide technical support and equip staff to use your organizations EDMS after the initial implementation?

  4. Can multiple user security profiles be created to control the access to all of the proposed systems features and functions enjoyed by different groups of users?

  5. Will the next release of any software require any data to be converted to a format different than the format required by the current version of the software?

  6. Can you track electronic documents and associate them to an ownership contract such as surveys, contracts, environmental assessments, cover letters, etc?

  7. Special attention needs to be paid to the inputs and outputs of each application that is, What content is necessary to support or drive the application?

  8. What SharePoint skills do you currently have in house in terms of SharePoint Administration, Maintenance, Content Owner/Authorship, and Development?

  9. Does your solution handle document management (e.g types of documents, version control, and the ability for users to check documents in and out)?

  10. Can a security profile controlling the ability of multiple users to access specific features and functions of the proposed system be created?

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 920 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 6000 Enterprise Content Management project requirements and success criteria:

Examples; 10 of the check box criteria:

  1. Quality Metrics: Is there alignment within your company on definitions?
  2. Planning Process Group: The Enterprise Content Management project Charter is created in which Enterprise Content Management project management process group?
  3. Risk Register: Methodology: How will risk management be performed on this Enterprise Content Management project?
  4. Lessons Learned: What were the most significant issues on this Enterprise Content Management project?
  5. Team Member Performance Assessment: To what degree are sub-teams possible or necessary?
  6. Schedule Management Plan: Who is responsible for estimating the activity durations?
  7. Procurement Audit: Does the procurement function/unit have the ability to apply public procurement principles and to prepare tender and contract documents?
  8. Cost Management Plan: Have activity relationships and interdependencies within tasks been adequately identified?
  9. Procurement Audit: Are proper authorization and approval required prior to payment?
  10. Project Scope Statement: If there is an independent oversight contractor, have they signed off on the Enterprise Content Management project Plan?

 
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:

 

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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.

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