https://kanayma.net
Enterprise Content Management
Center of Excellence
A How-to Guide to Create an CoE for ECM
Joaquin Marques
Founder and CEO
Kanayma LLC
Using ECM as an example
CoE Evolution
Agenda
For an ECM CoE
Proposed Organization
What to Do and When to Do it
CoE Strategy
How to Do it
CoE Best Practices
Our CoE Services
About Kanayma LLC
CoE Evolution
Using ECM as an example
CoE Evolution
Using ECM as an example
In a large organization, the
ECM CoE no longer reports to
IT but to a business
organization such as the
Technical Operations and
Competence group, to ensure
business alignment.
In large organizations, a
VP of IT replaces
Steering Committee in
supervising ECM CoE to
enforce business
alignment
In a mid-sized organization the
Executive Steering Committee ensures
business alignment. Whole ECM CoE
group reports to IT. Clear separation
between core ECM operational and
technical roles under a Director of
Information Management.
This separation of business alignment
and technical execution ensures that
ECM solutions focus on providing
business value
In a small organization the Executive Steering
Committee ensures business alignment. Whole
ECM CoE group reports to IT. ECM Program
Manager and IT Manager share accountability for
managing ECM Operations to ensure the latter
group meets business expectations. Even in a
small organization there is a role dedicated to
change management.
CoE Strategy/Timeline
What to Do and When to Do it
CoE Strategy
What to Do and When to Do It
• Business Case for CoE
• ECM Maturity Assessment
• CoE Maturity Assessment
• Goal and Task Prioritization
• Planning and Roadmap
• Developing Capabilities Matrix
• Developing Strategy
• Implementing and Deploying Strategy
• Strategy Management
• CoE Governance and Best Practices
CoE Timeline
From Business Case to Deployment
Week 1 Week 3 Week 4 Week 5
Business Case
Maturity
Assessments
Goal/Task
Prioritization
Planning
and
Roadmapping
Capability
Matrix
Week 6
Governance
and
Best Practices
6 Weeks
CoE Best Practices
How to Do it
CoE Best Practices (1)
How to Do It
• Understand what CoE means to your organization
• Ensure there is total buy-in from upper management
• Create a CoE Charter and Mission Statement
• A CoE is not an exclusive club: it is a service provider
• Chose the CoE’s reach carefully – do not try to bite too much a
• Use the best tools available
• Concentrate on showing ROI at every step
• Keep nimble and flexible
• Hold everyone accountable
• Document everything
CoE Best Practices (2)
How to Do It
• Define and understand your vision and goals
• Collaborate with IT and business users
• Understand your organization’s strengths, weaknesses and nee
• Build a best practices repository
• Leverage software tools to see lifecycle of process
• Focus on process improvement
Proposed Organization
For an ECM CoE
Proposed Organization
For an ECM CoE
About Kanayma LLC
Our CoE Services
Kanayma’s CoE Services
End-to-End CoE Strategy
Business Case
Maturity
Assessments
Goal/Task
Prioritization
Planning
And
Roadmapping
Capability
Matrix
Strategy
Development
Implementation
Deployment
Management
Governance
and
Best Practices
Any Questions?
Contact us to schedule a free 30 min conversation
Joaquin Marques
Founder and CEO
Kanayma LLC
joaquin@kanayma.net
(561) 339-7897

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Center of Excellence for Enterprise Content Management: a how-to guide

  • 1. https://kanayma.net Enterprise Content Management Center of Excellence A How-to Guide to Create an CoE for ECM Joaquin Marques Founder and CEO Kanayma LLC
  • 2. Using ECM as an example CoE Evolution Agenda For an ECM CoE Proposed Organization What to Do and When to Do it CoE Strategy How to Do it CoE Best Practices Our CoE Services About Kanayma LLC
  • 3. CoE Evolution Using ECM as an example
  • 4. CoE Evolution Using ECM as an example In a large organization, the ECM CoE no longer reports to IT but to a business organization such as the Technical Operations and Competence group, to ensure business alignment. In large organizations, a VP of IT replaces Steering Committee in supervising ECM CoE to enforce business alignment In a mid-sized organization the Executive Steering Committee ensures business alignment. Whole ECM CoE group reports to IT. Clear separation between core ECM operational and technical roles under a Director of Information Management. This separation of business alignment and technical execution ensures that ECM solutions focus on providing business value In a small organization the Executive Steering Committee ensures business alignment. Whole ECM CoE group reports to IT. ECM Program Manager and IT Manager share accountability for managing ECM Operations to ensure the latter group meets business expectations. Even in a small organization there is a role dedicated to change management.
  • 5. CoE Strategy/Timeline What to Do and When to Do it
  • 6. CoE Strategy What to Do and When to Do It • Business Case for CoE • ECM Maturity Assessment • CoE Maturity Assessment • Goal and Task Prioritization • Planning and Roadmap • Developing Capabilities Matrix • Developing Strategy • Implementing and Deploying Strategy • Strategy Management • CoE Governance and Best Practices
  • 7. CoE Timeline From Business Case to Deployment Week 1 Week 3 Week 4 Week 5 Business Case Maturity Assessments Goal/Task Prioritization Planning and Roadmapping Capability Matrix Week 6 Governance and Best Practices 6 Weeks
  • 9. CoE Best Practices (1) How to Do It • Understand what CoE means to your organization • Ensure there is total buy-in from upper management • Create a CoE Charter and Mission Statement • A CoE is not an exclusive club: it is a service provider • Chose the CoE’s reach carefully – do not try to bite too much a • Use the best tools available • Concentrate on showing ROI at every step • Keep nimble and flexible • Hold everyone accountable • Document everything
  • 10. CoE Best Practices (2) How to Do It • Define and understand your vision and goals • Collaborate with IT and business users • Understand your organization’s strengths, weaknesses and nee • Build a best practices repository • Leverage software tools to see lifecycle of process • Focus on process improvement
  • 13. About Kanayma LLC Our CoE Services
  • 14. Kanayma’s CoE Services End-to-End CoE Strategy Business Case Maturity Assessments Goal/Task Prioritization Planning And Roadmapping Capability Matrix Strategy Development Implementation Deployment Management Governance and Best Practices
  • 15. Any Questions? Contact us to schedule a free 30 min conversation Joaquin Marques Founder and CEO Kanayma LLC joaquin@kanayma.net (561) 339-7897