[Case Study: ECRM Organization Design]
ECRM Organization Design for Fortune 25 Company
The challenge: As a Fortune 25 company with operations around the globe, this company had previously responded to a series of downward industry cycles by reducing their content management and records management capabilities to the bare bones. As their awareness of their risky position increased, so did industry activity regarding poorly managed information, expensive litigation, and improving discovery management.
As a trusted ECRM industry resource, this client engaged Access Sciences to:
- Design their future state ECRM organization
- Develop their ECRM policies
- Assess the RM software needs and available tools (in the context of the overall ECM suites in consideration)
- Assess the current state of records management at their company
- Design and develop the enterprise taxonomy, enabling the use of facets (including the model, the development approach, the end deliverable, and work-group specific views)
- Enable efficient collaboration and enterprise search through consistent classifications, metadata models and population methods, and workgroup-specific solutions
- Design, develop, and conduct regulatory research for the records retention schedule and associated policy rules
- Design and develop key ECRM processes in support of the information and discovery management life cycles
- Recommend optimal project structures, methods and approaches as the project life cycle matured
- Contribute to the evaluation of ECM suites available to address the company's needs
- Contribute to the solution framework and development approach (including policies, processes, software and business rules), and
- Contribute to program leadership.
The outcome: The client adopted and implemented the organization design quickly, hiring a capable staff and providing professional growth opportunities to employees interested in learning more about ECRM. The client adopted the enterprise taxonomy, retention schedule, and policies; early implementation is underway.
