aiim case study 2 group3

4
GreenPowerOps Mapping current to future process & organizational impact ECM Case Study 2

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Page 1: AIIM Case Study 2 Group3

GreenPowerOps

Mapping current to future process& organizational impact

ECM Case Study 2

Page 2: AIIM Case Study 2 Group3

Techniques for capturing user stories

PersonaPersona

Practices for Capturing User StoriesPractices for Capturing User Stories

Start with the goalBreak the goal into a list of steps

Start with “Persona does step”Then “Solution shows result”

Use action verbs to enumerate stepsWrite scenarios in the user’s languageDon’t detail alternate and exception paths initially

Start with the goalBreak the goal into a list of steps

Start with “Persona does step”Then “Solution shows result”

Use action verbs to enumerate stepsWrite scenarios in the user’s languageDon’t detail alternate and exception paths initially

Steps for persona to accomplish goalSteps for persona to accomplish goal

User storiesUser stories

GoalGoal

Page 3: AIIM Case Study 2 Group3

Process Mapping -> RfP ProcessCurrent RfP process Future RfP Process Organizational implicationsLocalized approachRfP responses handled by local office

Global approach & collaboration

Definition of an authority model (example: PMO) with global roles and responsabilities

Little enthusiasm for news systems & procedures (scientists do not like rules & constraints)

Adherence to an ECM solution and comply to company policies & procedures

Change management, getting buy-in, awareness sessions (ex. workshops), communication plan, training and continuos improvement (ex. survey)

Limited availability & findability of subject matter experts. Difficulty to assess who should be contacted

Organization matrix stating competences and roles & responsabilities with ability to search for specific skills

Gain more insight in globalization and standardization and increase quality of deliverables by consulting the experts = reuse knowledge and STOP reinventing the wheel

Limited accessibility of RfP deliverables as well as retrieval

ECM program with central repository and search capabilities

Change management, training, process linked to policies and procedures, communication

No active monitoring of RfP’s review & approval by Legal before final release

ECM program with workflow & approval capabilities and audit trail

Change management, training, process linked to policies and procedures, communication

Lack of involvement & communication during the production of a research report

HR People Performance system for setting objectives and review

Communication, link peoples objectives with performance (HR)

Page 4: AIIM Case Study 2 Group3

Process -> Content Delivery Internal & ExternalInternal (employees) Process External (customers) processWorking with workflows in order to follow a structured process

Definition of SLA’s (to meet customer expectations)

Usage of a global repository (intranet portal) with search and retrieval capabilities

Creation of a customer profiling (proactive content delivery)

Creation of communities (interest groups / competence groups)

Exposure of content repository to customers (through Extranet)

Usage of templates to standardize documents and corporate identity