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Dm STRATEGY: ECM<br />
Practice makes perfect<br />
Brian DeWyer, CTO and co-founder of Reveille Software, analyses the key<br />
components of a successful ECM system and shares his check-list of best practices<br />
for content management<br />
With many organisations working<br />
remotely, managing and dealing<br />
with large amounts of data<br />
becomes difficult. According to one<br />
survey, almost 63% of organisations<br />
manage more than one petabyte of data.<br />
In such a scenario, even if you have<br />
adopted an enterprise content<br />
management (ECM) system, you still need<br />
to set workflows and processes to achieve<br />
a hassle-free content management<br />
solution across the organisation.<br />
As the CTO of a leading provider of ECM<br />
monitoring tools, I work closely with<br />
organisations that have adopted stellar<br />
enterprise content management best<br />
practices. I'll share these secrets with you<br />
in this article and help you enhance the<br />
effectiveness of your content<br />
management initiatives.<br />
Enterprise Content Management (ECM)<br />
refers to enterprises' strategies, tools, and<br />
systems to capture, store, manage, and<br />
preserve content systematically and<br />
efficiently. Take the example of a<br />
healthcare provider organisation. They<br />
handle massive amounts of data, from<br />
patient forms to insurance tie-ups. ECM<br />
helps streamline all of this content to<br />
make it readily accessible to the right<br />
people at the right time across a variety<br />
of locations.<br />
ECM tools also play a pivotal role in ECM<br />
strategy by helping organisations adhere<br />
to various compliance standards and,<br />
with seamless integration into existing<br />
tools, make content access and<br />
management easy.<br />
ECM is critical for efficient information<br />
management in organisations of all sizes.<br />
Here are five reasons why.<br />
1. Create a central repository of data:<br />
Instead of having data in silos, your<br />
company can centralise all files in one<br />
place. A central repository helps better<br />
manage and access information, even<br />
when people are working remotely or in<br />
different locations.<br />
2. Better control of access and versioning:<br />
Employees can easily find the correct file<br />
version when needed. You can even set in<br />
place controls to restrict access to<br />
confidential information.<br />
3. Manage compliance and risks: ECM<br />
systems help organisations comply with<br />
regulatory requirements and industry<br />
standards by ensuring proper document<br />
retention, version control, and security<br />
measures.<br />
4. Increase customer satisfaction: ECM<br />
enables faster response times to<br />
customer inquiries by providing instant<br />
access to relevant information. This<br />
increased speed enhances customer<br />
satisfaction and loyalty.<br />
5. Reduce costs: By eliminating paperbased<br />
processes and optimising document<br />
management workflows, ECM can<br />
significantly reduce costs associated with<br />
printing, storage, and document retrieval.<br />
COMPONENTS OF ECM<br />
Enterprise Content Management systems<br />
are made up of 5 main components,<br />
along with being connected to an overarching<br />
IT environment. Each component<br />
adds value to the overall system. Let's take<br />
a look at them in more detail.<br />
1. Capture<br />
The capture component is the pivotal<br />
starting point in the ECM process. It<br />
involves capturing, digitising, and<br />
importing content from various sources,<br />
such as paper documents, emails,<br />
multimedia, and electronic files.<br />
This process typically includes document<br />
scanning, optical character recognition<br />
(OCR), and data extraction to convert<br />
physical documents into electronic format.<br />
The capture process transforms<br />
unstructured data into organised and<br />
manageable assets.<br />
2. Manage<br />
When content is captured, the<br />
management component takes centre<br />
stage. It focuses on organisation,<br />
categorisation, and metadata assignment.<br />
From defining access controls and creating<br />
automated workflows to personalised<br />
content delivery mechanisms and<br />
establishing versioning protocols, this<br />
component ensures that the content<br />
within the ECM system is well-organised,<br />
easily retrievable, and adheres to<br />
compliance standards.<br />
3. Repository<br />
The emphasis shifts to secure and<br />
scalable storage solutions within the<br />
ECM repository. A robust repository is<br />
fundamental to accommodate the<br />
growing content volume and ensure it<br />
remains accessible without<br />
compromising performance.<br />
This component stores digital assets,<br />
including documents, images, videos, and<br />
other multimedia files. The addition of<br />
access controls ensures data security and<br />
compliance with regulations.<br />
4. Search<br />
The search component is essential to<br />
locate specific content within the ECM<br />
system quickly. Users can perform keyword<br />
searches, advanced queries, and filtering<br />
to pinpoint relevant information.<br />
This ability to access data at speed is<br />
essential for organisations that handle large<br />
amounts of data and need quick access to<br />
20 @DMMagAndAwards March/April 2024 www.document-manager.com