Enterprise Content
Management (ECM)
What it is,
Creating a ‘Domain Architecture’ for ECM,
Why you would want to do this, and
I’m Glenn
The other guy could not
make it
A bit about me
really, really big...
you were here
→
Data Management
Content Management
The Big Bits
Business
Information
Application
Technology
^
The Big Bits
Business
Information
Application
Technology
^
EA
Information
What is Content?
It’s information Jim, but not as we know it
Informa(on
)
Informa(on)Assets,)Master)Data)Management)
(MDM),)Metadata)management,)mapping)
between) assets )
Informa(on)Services))
provide)a)access)to)a)wide)
variety)of)informa(on)
types)through)a)common)
services)interface)
Analy(cal)
Content)
Informa(on))
Integra(on)
Opera(onal)Data)Management)
What is Content?
Information
Content is one of the key types of Information
All Informa+on ‘assets’
registered in a common place,
facilita+ng management of
defini+on, ownership, use,
quality, etc.
‘Content’ is a term used to
describe (so called) ‘unstructured’
informa+on such as web content,
documents, digital assets, etc. and
its meta data.
Informa+on Services will fit into
the overall ‘Services’ framework
presented in the Applica+on
Architecture
Common integra+on
approaches, tools and
technologies e.g. EAI, ETL, data
integra+on hubs, messaging,
‘switches’
What is Content?
Information
Information Management Strategy
Information Management Principles & Framework
Common Strategy, Architecture, Framework for IM Governance, Capabilities,
Models, Principles, Standards, Solution Patterns, etc.
Operational
Transactional
Performance Oriented
Highly structured
Real time
Analytic
Facts and Dimensions
Reporting Oriented
Structured
Time series
Content
Objects and Classification
Records, Knowledge
Oriented
Unstructured
Lifecycle, Snapshots
Information Management Strategy
Operational
Analytic
Content
Structured Content
•
Structured content is organised as
‘collections’ of facts and dimensions
•
Structured for analysis and reporting
•
Collections provide a ‘time series’ view
of the relevant business content
•
Structure content is transformed into
unstructured content in the form of a
report, research paper, etc.
•
Enterprise systems e.g. HR, Finance,
typically link operational information with
content e.g. employee contracts, client
invoices
•
Spatial data is highly structured and
provides an important frame of
reference for other content
Unstructured Content
•
Unstructured content is organised as
objects or types (e.g. images, email,
web content, drawing, spatial, social)
belonging to classes
•
Structured for knowledge and records
management
•
Collections are ‘virtual’ according to
classification and metadata e.g. ‘tagging
•
Unstructured content typically draws
together content from a range of
sources both structured and
unstructured
•
Search plays a critical role in content
discovery and re-use
•
‘Content centric’ Collaboration and
Workflow facilitate content creation and
use
What is Content?
Information
Content is not always un-structured...
Content spans both
structured
and
unstructured
content
Opera+onal informa+on is a
key source for structured
content and provides the
‘master’ reference for business
informa+on and the source of
good quality business
What is Content?
Simple Meta model of Content: Object > Type > Class
Unstructured
content uses formal taxonomies,
content types and metadata e.g. tagging to
classify the objects for search/ discovery and
lifecycle management e.g. disposal/ retention,
management/ control
Structured
content requires ‘semantic layers’
associated with the structured content to
facilitate search/ discovery and to provide
guidance with regard to appropriate use,
fitness for purpose, quality, etc.
Unstructured content
organised as
‘objects’ of a type within multiple classes
e.g. Location, Business Service, Condition,
Org Unit, etc.
Structured content
organised as
‘collections’ of facts (object and type) and
dimensions (classes and types)
Level%%
%%%1%
Content%
Object%
Level%%
%%%2%
Level%
%%%3%
Content%
Class%
e.g.
Identifier, Title,
Description,
Subject(s),
Document Type, Format, etc.
e.g.
Data collection
Multimedia
Map, Drawing
Policy
Procedure
Diary
Report
Research paper
Web content
Strategy
e.g.
Products & Services,
Location, Organisation,
Records Management classification
Content%
Type%
What is Content
Management?
+ Business
+ Application
+ Technology
Information
+ Business
+ Application
+ Technology
Information
What is Content
Management?
... the bits inside are
Content Roles e.g. Owner,
Author, Reviewer, Consumer
Content centric Processes -
generic ‘lifecycle’ & business
specific
Content Types - Object, Type
and Class
Classification - formal meta
data and tagging
Content information services
- especially for ‘lifecycle’
services
Foundation - e.g. Library, Search, Taxonomy, Records management
Business - e.g. Document Mgt., BPM, Collaboration, Rights Mgt.
Transactional - e.g. Imaging, eForms, MFP
Persuasive - e.g. Digital assets, Web, Multi-channel distribution
Repository services e.g.
Storage management,
Indexing, Security/ Access,
Retention/ Disposal
Other IM services e.g. Data
integration, Data quality,
Master data management
⦿
The Other Bits
Business
Information
Application
Technology
^
The Other Bits
Business
Information
Application
Technology
Business
let’s focus on the Business bits...
^
The Business Bits
Business
Content needs actors...
The key Content roles include:
Owner
Author
Reviewer
Consumer
Administrator
Developer
The Business Bits
Business
Create/'
Capture'
Store,'Index'
Manage,'
Control'
Distribu8on,'
Publishing'
Reten8on,'
Disposal'
Content needs to get a life...
The key to managing Content is
taking a ‘lifecycle’ view of the
overall Content Management
process.
The Business Bits
Business
Create/'
Capture'
Store,'Index'
Manage,'
Control'
Distribu8on,'
Publishing'
Reten8on,'
Disposal'
Content ‘lifecycle’ bits are usually common...
Capture/ create content once
Integrate with applica+ons and devices I use
Simple search
Easy reuse
Standard templates
Facilitate collabora+on
Simple, consistent classifica+on
Business meta data management
Facilitate tagging
Don’t care where content is stored
Index content and facilitate search
Control access
Simple search
Easy reuse
Managing versioning
Records management
Compliance
Specialist support
Manage ‘content centric’ workflows
– rou+ng, tracking, approvals
Facilitate collabora+on
Publishing
Content filtering
Easy sharing and reuse
Reten+on
Disposal
Archiving
Records management
Business con+nuity – backup,
recovery, DR
The Other Bits
Business
Information
Application
Technology
^
The Other Bits
Business
Information
Application
Technology
let’s focus on the Application bits...
^
ECM
The key functional
components include:
Foundation
Business
Persuasive
Transactional
The Application Bits
Content needs function ...
Application
⦿
Source: The Forrester WaveTM: Enterprise
The Other Bits
Business
Information
Application
Technology
^
The Other Bits
Business
Information
Application
Technology
^
ECM
Technology
The other, other bits
TOGAF holds the keys to the other, other bits
The other, other bits include:
Architecture Vision
Principles
Requirements
Architecture Realization
Opportunities, Solutions,
Migration Planning
The other, other bits
The other bits are like glue...
Principles
Vision
Requirements
Opportunities, Solutions
Governance
The other, other bits
The DAMA DMBoK has a good framework...
Vision
Vision
Goals & Objec+ves
Organisa+on & Culture
Ac+vi+es & Deliverables
Roles & Responsibili2es
Prac+ces & Techniques
Tools and Technology
The other, other bits
DAMA DMBoK + TOGAF + own is a good start
Principles
+
++
Some Content specific Principles
include:
Role based and personalised
access to content
Pattern based ECM Solution
Development
The other, other bits
What was that about ‘Pattern Based ECM Solutions’ ?
Pattern Based ECM
Solutions
Common requirements = common solution components
Composite Patterns
Requirements
Business
Patterns
Integration
Patterns
Application
Patterns
Runtime
Patterns
Product
Mappings
⦿
Source: IBM Patterns for eBusiness
Requirements
Opportunities,
Solutions
Types of Patterns
Let’s look at the Business and Integration Patterns...
Business Patterns
Integration Patterns
Self Service
(User to Business)
Information Aggregation
(User to Data)
Collaboration
(User to User)
Access Integration
e.g. Single signon, Personalisation
Application Integration
Types of Patterns
Combining the two gives you some good building blocks...
Pattern Notations
Pattern pieces are made up of standard components...
This one is a slightly
more complex variation
Combining Solution
Components
It’s like making an ECM Solution ‘jigsaw puzzle’...
Information Aggregation:
Information Access
Application Integration:
Broker, Router
Client
Single Sign-on
Personalized Delivery
Self Service
Collaboration
AI:
CL
AI:
SSO
AI:
PD
SS:
PD
C:
SR
C:
Coll
AP:
BR
IA:
IA
The Value of Pattern
Based ECM Solutions
Linking
Requirements to
ECM Solutions and
underpinning tools
and technologies
Composite Patterns
Requirements
Business
Patterns
Integration
Patterns
Application
Patterns
Runtime
Patterns
Product
Mappings
Requirements
Opportunities,
Solutions
What can you do with one?
What can you do with one?
Strategy development: Current > Target > Transition
Assess Current State
- Do you have the right pieces?
- What state are they in?
- Current issues? SWOT?
- Requirements not being met?
Develop Target State
- What bits do you need?
- What do they look like?
- Where do I need to invest?
Plan Transition States
- How do I get to the Target State?
- What steps are required?
- Do the transitions deliver value?
Also...
- What bits do I already have?
- Can they be re-used as is?
- What new bits do I need?
What can you do with one?
Target - Current = Initiatives for the Roadmap
1.0$BYO$Device
Year
2013
2014
2015
2.0$Digital$Iden9ty$/$IAM
3.0$Portal,$Collabora9on$&$Content$
Management
4.0$Business$Process$Efficiency$
5.0$Virtual$Classroom
6.0$Applica9on$Enhancements
7.0$Research$Program
Virtual$Desktop$Infrastructure$2m
Mobile$Device$Management$500k
IAM$Implementa9on$1.1m
Single$Sign$On150k
Role$Based$Access
150k
OnSBoarding$/$Exit$Process100k
Portal$Strategy$&$Selec9on Review$Website$Informa9on$Architecture
$150k
Social$Integra9on$100k
Web$CMS$ReSarchitecture$200k
Redevelop$Intranet$–$Staff/Student$Portal$500k
Integrate$Enterprise$Applica9ons$500k
Integrate$Business$Intelligence$/$Dashboards$100k
Integrate$Single$Sign$On$100k
Virtual$Classroom$POC$650k
Blackboard$Review$/$Strategy Blackboard$Analy9cs
$200k
Callista$Review
$100k
Replace$WAAPA$Database$50k
Callista$15.1/16$Upgrades$(ITSC)$and$other$upgrades$(SSC)$1.655m
WAAPA$eAdmissions$100k
Student$Loans$System$100k
Finance$Systems$Strategy$100k
Budge9ng$System$Review$300k
Content$Management$POC$50k
Org+$phase$2$20k
Alesco$v13$Upgrade$150k
Research$Systems$Strategy$200k
RMS$Enhancements
$50k
RMS$v13$Upgrade$150k
MilleniumSRAS$Interface
$50k
Programme
TeleSpresence$facility$200k
Integrate$external$services$into$catalogue$50k
8.0$Informa9on$Management
Data$classifica9on$and$security$policy Master$data$management$strategy Overall$IM/BI$strategy Review$IM$Plaborm$&$Architecture EIM$Extensions$900k
9.0$Infrastructure$/$Data$Centre$/$
Network$/$Communica9ons
Eval/Selec9on$of$DC,$Cloud$Providers$100k
Applica9on$readiness$50k
Suppor9ng$processes$including$contracts$&$commercials,$tooling,$educa9on$and$backup$50k
Printer$Strategy$ac9ons$50k
Data$Centre$Storage$&$Backup$2.67m
Network$Upgrade$including$core$network,$WiFi,$ra9onalisa9on$&$management$2.79m
Infrastructure$refresh$1.78m
SOE$/$Desktop$Sourcing$Review$100k
10.0$Security
Informa9on$Security$–$Strategic$program$of$works$(See$EW$roadmap)$1.01m
11.0$Plaborm$&$Integra9on,$Small$
Apps
Integra9on$Strategy$/$Plaborm$100k
Design$&$Select$PaaS$50k
Database$Strategy$50k
12.0$Support,$Service$Management,$
Training$&$Change$Management
Align$support$capability$with$demand Business$Con9nuity$Plan$50k
Centralise$Soeware$Licensing$100k
Implement$CMDB$250k
Establish$eLearning$program
$50k
Train$staff$on$upStoSdate$technologies$50k
Establish$service$catalogue
$50k
13.0$Sourcing
Develop$sourcing$strategy$50k
Service$Now
$160k
Virtual$Classroom$Roll$Out
$2m
CRM$&$Single$View$of$Student$Strategy
Windows$OS$Upgrade
$350k
Migrate$to$SOESDesktop$as$a$Service$1m
Extended$Support$Hours
$500k
CoLo$exis9ng$data$centres
$250k
Private$Cloud$100k
Cloud$Integra9on
$50k
Cloud$Email
$200k
Other$Cloud$Services$50k
App$Store
$100k
Review$/$Ra9onalise$Small$Apps$500k
Review$Service$Management$Processes Collabora9on$Tools
$500k
Curriculum$ePorbolio$Stage$2$250
Electronic$Forms$and$Workflow$250k
Redesign$processes$and$forms$for$efficiency$250k
eForms$100k
Blackboard$Upgrade$SP11,$upgrades,$possible$external$hos9ng.$640k
Marks$Recording CAPS$500k
CMIS$upgrade$100k
Oracle$Financial$r12$Upgrade$600k
Financial$system$support$&$enhance..$360k
CRM$–$Further$Rollout$Phases$385k
CRM$–$Next$Phase$590k
FEA$Professional$Prac9ce$Systems
$100k
Review$SONIA$100k
Integra9on$Callista$&$RightNow
$100k
Integra9on$TRIM$&$Outlook$100k
Integra9on$Plaborm$Implementa9on
