OnBase by Hyland Gives 3 Steps to Building a Successful ECM Project

How you can find champions, choose a vendor and choosing a solution 

When everyone can access the information they need, exactly when they need it, wherever they are, your processes, departments and even your entire organization works much better. You spend less time searching for information and more time focusing on what’s really important – helping the people you serve.

You’ve already realized that enterprise content management (ECM) represents a set of technologies that can help you realize this vision. You’ve seen the dramatic results and return on investment other organizations like yours have achieved. The initial research is done and you have a good idea of what you need. Now it’s time to get started.

This guide will provide practical and useful steps for you to follow to help take your vision from idea to reality.

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  • Step 1: Think beyond the technology and define the vision for your project. Why are you pursuing this project? Is it to increase your ability to respond to the people you serve? Will this allow an individual to spend more time on valuable, satisfying work and less time on mundane tasks? Ultimately, you know this solution will help your organization - and the individual people involved in the process - realize its full potential by helping them be more efficient than ever before. Define what this looks like and share the right vision with the right people.
  • Step 2: Design your solution from the “ground up.” One of the key areas for success is to involve the people who will actually use the system, from the very beginning. Talk to them, find out what their challenges are ask for their input and ideas. One of the biggest challenges to any ECM implementation is gaining end user buy-in. Effective change management will be critical to the success of your project.
  • Step 3: Build internal champions by sharing what’s important to them. Obviously, gaining executive buy-in is key for securing budget and resources for your project, but you’ll also need champions in other areas too. Whoever you are talking to, make sure you tailor your conversation to highlight the larger vision for how this solution will benefit them. Show end users they will complete tasks faster, tell department/process owners the value in overall productivity gains and tell executive sponsors about projected cost savings and how the solution will improve customer service and regulatory compliance.

By following these three steps of building a successful ECM project, you’ve methodically made the case for an ECM solution and demonstrated how it will help your organization. You’ve built a team of internal champions, chosen a vendor and chosen a solution.