Gimmal’s planning and strategy services enable many of the world’s largest organizations to justify, plan and realize the benefits of Enterprise Content Management and Records Management (ECM/RM) solutions. ECM/RM programs are typically driven by executive management and corporate counsel to reduce the cost and risk associated with their electronic records management practices.

With remarkable frequency, our large clients are trying to solve the problem of records management across multiple repositories of electronic and paper-based content, including e-mail, file shares, collaboration sites and ECM repositories. A successful enterprise program requires a strong communication plan which enables employees to understand the benefit to the organization and to their personal productivity. See Video

Gimmal ECM/RM planning services begin with an assessment which addresses the key areas of governance, business and technical foundation, program management and operations. We typically find that clients have varying degrees of progress in these five general areas. A robust methodology allows us to identify business drivers, define requirements (including reengineering business processes that can make use of ECM/RM technology), and evaluate the existing IT architecture.

To complement our services, the Gimmal Works Enterprise Requirements Analysis Framework includes a Web-based survey and reporting tool that provides empirical data to validate business drivers, prioritize where solutions should be implemented, speed the implementation and enhance the success of large ECM/RM programs for our clients.  More

Key Objectives of the Assessment

  • Define requirements for ECM/RM Governance Policies
    • Enterprise policies
    • Guiding principles
  • Define requirements for ECM/RM Business Foundation
    • Business drivers
    • Economics
    • Business requirements (includes considerations for process reengineering)
    • Opportunity matrix
    • Project prioritization
  • Define Technical Architecture and ECM/RM Reference Architecture to
    • Designate a standard set of technologies and processes to manage the information and knowledge contained in enterprise document repositories
    • Leverage existing tools and repositories in production
    • Identify requirements, steps and tools for improvement
    • Establish the role of all technologies in the architecture to minimize disparate components and maximize integration across the remaining components
  • Define an ECM/RM Roadmap
    • Project portfolio
    • Project qualification criteria
  • Define ECM Operations
    • Identify required staff and organization structure

 

 How You Can Benefit

Our clients are able to leverage years of Best Practices experience and tools development to accelerate the implementation of an ECM/RM strategy or jump start a stalled program. Our clients frequently select Gimmal to move past the point of ECM/RM guidelines and high-level strategy toward an effective technology implementation. Clients benefit from our full assessment by understanding specific next steps toward implementing an ECM/RM program. The usage diagram illustrates the architectural goal many of our clients are working towards in their ECM/RM programs.