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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

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