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Best Practices

OpenText has developed a formal, repeatable and proven methodology tailored just for digital asset management (DAM) projects that can be applied to any industry.

  • Project Kick-Off stage Roles and responsibilities
  • Review PMM
  • Review project scope/work order
  • Present preliminary project plan
  • Installation
  • Business Analysis Business process analysis
  • Project workflow analysis
  • Existing asset analysis
  • Vocabulary analysis
  • Metadata analysis
  • Security analysis
  • Customization analysis
  • System Design/Construction Detail design document
  • Target deliveries built
  • Training materials and documentation created
  • Testing & QA Unit Testing
  • String Testing
  • Deployment and Acceptance Deploy deliverables to operational site
  • Client testing
  • Transition to support
  • Train users

Adoption and expansion of Enterprise Content Management (ECM) within an organization occurs iteratively by building on a series of incremental successes. To proceed to the next level of adoption, you must make sure you have achieved success in the previous stage:

  • Stage 1: An ECM solution focused on a specific departmental business problem
  • Stage 2: The adoption of the same ECM solution that was deployed to one group in stage 1 to other departments
  • Stage 3: Multiple solutions are adopted within the same department – the original ECM solution is extended by other ECM components
  • Stages 4-6: Enterprise deployments from standardization, proliferation into multiple different applications, to extension beyond the organization

To mitigate risk and increase success for each adoption stage, you need a proven framework. Our deployment framework demonstrates the sequencing of tasks and resources involved in workstreams, prioritizing some workstreams over others depending on the adoption stage.

Stage 1: Specific departmental business problem

This chapter of the ECM Methods book explores best practices in deploying stage 1 of an ECM solution – adoption by a single department.

  Chapter 8: Department Deployments - Stage 1

Stage 2: Adoption by other departments

This chapter of the ECM Methods book explores best practices in deploying stage 2 of an ECM solution– adoption by other departments.

  Chapter 9: Department Deployments - Stage 2

Stage 3: Extension of the original ECM solution within the department

This chapter of the ECM Methods book explores best practices in deploying stage 3 of an ECM solution – adoption of multiple solutions within the same department.

  Chapter 10: Department Deployments - Stage 3