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Sponsored by:




Dawn Poulos   Bryan Chapman   Mark Hellinger




Reusability 2.0: At the Intersection
of Learning and Enterprise Content
           Management

                                                      Facilitator:

                                                Bryan Chapman
                                               Chief Learning Strategist
                                                  Chapman Alliance
                                                bryan@chapmanalliance.com
Definition

       Enterprise Content Management
       (ECM)
       Technologies used to capture content,
       store, preserve and deliver and
       documents and content related to
       organizational processes. ECM tools and
       strategies allow the management of an
       organization's unstructured information
                                   information,
       wherever that information exists.
“Content “is information and
                experiences that may provide
Definition            value for an end-
               user/audience. Content may be
                 delivered via any medium.

       Enterprise Content Management
       (ECM)
       Technologies used to capture content,
       store, preserve and deliver and
       documents and content related to
       organizational processes. ECM tools and
       strategies allow the management of an
       organization's unstructured information
                                   information,
       wherever that information exists.
Company Wide

                                                     Documentation

              Content
             Management
                                                              Content
                                                             Management
    •   Company Branding
    •   Policies
    •   Standard Operating Procedures (SOP)          •   Books
    •   Company website (client facing)              •   Manuals
                                                     •   Workbooks
                                                     •   Technical Drawings
                                                     •   Photo Images         Training
Marketing/Sales                                      •   Help
                                                     •   Tutorials


             Content
                                        Support/Help Desk
                                                                                       LCMS
            Management

                                                                              •   Lesson Plans for Classroom Learning
•       Product Knowledge
                                                 Content                      •   Student Manuals
•       Competitive Analysis
                                                                              •   Online Courses
•       Sales Process                           Management                    •   Competencies
•       Account Information
•       Customer Satisfaction Data
                                        •   FAQ boards
                                        •   Knowledgebases
                                        •   Workarounds
                                        •   Troubleshooting Guides
In what parts of your organization do
you already have content
management in play?

   Company Website
   Central Knowledge Management System
   Documentation
   Tech Support
   Marketing/Sales
   Line of Business Level
   Training/Learning
   Other (please type any “other” items in the chat window)
Learning/ECM Stages
  Where are you?
Stages of Progression (Training Perspective)

          Stage     Description

          Stage 0   Content stored on user desktops

          Stage 1   Shared files on mapped (network) drives

          Stage 2   Basic document management, check in/check out (i.e
                                                                   i.e.
                    Microsoft SharePoint, Documentum, etc.)


          Stage 3   Project-based content repository with workflow (stand-
                    alone LCMS, reusability restricted to training applications)



          Stage 4   Simple linking to external content management
                    repositories, item sharing (i.e. using protocol such as
                    WEBDAV)
          Stage 5   Integrated content and workflow (communities of practice,
                    team room/workgroups, centralized reach to extended
                    content, defined delivery channels)
Case Study #1 -
Case Study –

       • Information provider for academic, scientific,
         professional and commercial business community
       • 10,000 employees
       • 100 offices in 40 countries
       • Largest, publically-owned organizer of conferences
         and courses in the world holding 12,000 events
         annually
       • 2,000 subscription-based information services
       • 40,000 academic and business books in print

       Sales, Customer Service, Leadership   Project Management,   Sales Performance   Commercial & Consumer
                                             Contract Management                             Banking
Case Study

      Before                            After

      •   Content Silos by company                   Workflow
          (stage 2, mapped drives)
      •   One-offs, highly customized
      •   Linear product development                Team Room
      •   Non-integrated workflow               Content Management



                                                       Lesson Plans
                                                     Student Guides
                                                    Reference Manuals
                                                     E-learning courses
                                                         KM Portals
                                                    Translated Courses
                                                        PowerPoint
Case Study – content & workflow

        • Team Room
        • Full-time staff and contractors
        • Check-in, Check-out
        • Tagging Content
        • Content Ownership
        • Sign-off and Approval
        • Subject-Matter Experts Review (markup & feedback)
        • Developmental Collaboration
        • Level 1-4 Customizations (logo/branding, add
          content, change out examples, major rewrite)
Case Study – results

       • Decrease Development Times
       • Single-Source Production Environment
       • Eliminate Content Silos
       • OnDemand Publishing (auto feed to Docutech)
       • Future Proofing Content
       • Cut down on Redundancy of Engineering (program
         tools once, use in many places)
       • Reduce costs for creating on-off customizations
       • New service offering – customized content for
         customers
Case Study – comment
Case Study #2 -   Pharmaceutical
Case Study   Pharmaceutical
Case Study   Pharmaceutical
Company Wide

                                                  Documentation

              Content
             Management
                                                           Content
                                                          Management
    • Company Branding
    • Policies
                                                  •   Books
    •                                             •   Manuals
                                                  •   Workbooks
                                                  •   Technical Drawings
• Company website (client facing)                 •   Photo Images         Training
Marketing/Sales                                   •   Help
                                                  •   Tutorials


             Content
                                     Support/Help Desk
                                                                                  LCMS
            Management

•       Product Knowledge                                                  •
•       Competitive Analysis                  Content
                                                                           • Student Manuals
•       Sales Process                        Management
•       Account Information
•       Customer Satisfaction Data
                                                                           • Competencies
                                     •   FAQ boards
                                     •   Knowledgebases                    •
                                     •   Workarounds
                                     •   Troubleshooting Guides
Case Study – results                      Pharmaceutical




       • Complete regulatory compliance
       • Tracking OJT
       • Single-source for Standard Operating
         Procedure development
       • Digital sign-off capability
       • Focused training
       • Compliance Dashboard
Case Study – comment   Pharmaceutical
Case Study #3 -   High Tech - Software
Company Wide

                                                 Documentation

          Content
         Management
                                                        Content
                                                       Management
    •
    • Policies                                   • Books
    • Standard Operating Procedures (SOP)
    • Company website (client facing)

                                                                    Training
Marketing/Sales



         Content
                                      Support/Help Desk
                                                                           LCMS
        Management


•                                            Content
•   Competitive Analysis                    Management
•   Sales Process
•   Account Information
•   Customer Satisfaction Data
                                      •
                                                                    • Competencies
                                      •
                                      • Workarounds
                                      • Troubleshooting Guides
Case Study – results                           High Tech - Software



       • Uniformity of all product offerings
       • Scalable for different target audiences: sales,
         partners, customer, and staff
       • Content contributors who don’t even know they are
         content contributors (video, drawings)
       • Eliminate redundancy of production and maintenance
         cycles
       • Uniform language translation process
Case Study – comment   High Tech - Software
How do we get there?
8-Step Model to ECM Strategy

      Step 1: Form a content management strategy task force

      Step 2: Inventory existing content resources

      Step 3: Map content to critical workflow

      Step 4: Determine Output Types and Reusability Options

      Step 5: Blueprint your content management strategy as
      use cases

      Step 6: Find the right tool(s) for the job

      Step 7: Prototype and Proof of Concept

      Step 8: Change Management: Evangelize Modular Design
Choosing the right tool(s) for the job


         • Traditional CMS products (i.e. Documentum,
           Vignette, Interwoven, etc.). Where do they fall
           short for training/learning purposes when used
           stand-alone?
         • XML Publishing Tools – designed primarily as
           desktop publishing tools (i.e. ArborText, Xmetal,
           etc.)
         • LCMS Technology - designed specifically for
           reusability of learning objects for structured and
           unstructured learning
Observations and Comments


        • Integrated content management strategy will
          likely require multiple technologies, especially
          organizations that already have ECM in play.
        • Advice: Leverage existing content management
          repositories (if they are working well) rather
          than proposing a one-size-fits-all solution.
        • The biggest challenge will be handling change
          management in areas such as new workflow,
          tagging, taxonomies, governance, etc.
          Technology is an enabler, but is NOT the whole
          key to leveraging ECM.
Sponsored by:



                                                           www.xyleme.com
Dawn Poulos   Bryan Chapman   Mark Hellinger




                     Questions???

                                                      Facilitator:

                                                Bryan Chapman
                                               Chief Learning Strategist
                                                  Chapman Alliance
                                                bryan@chapmanalliance.com

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Reusability 2.0: At the Intersection of Learning and Enterprise Content Management

  • 1. Sponsored by: Dawn Poulos Bryan Chapman Mark Hellinger Reusability 2.0: At the Intersection of Learning and Enterprise Content Management Facilitator: Bryan Chapman Chief Learning Strategist Chapman Alliance bryan@chapmanalliance.com
  • 2. Definition Enterprise Content Management (ECM) Technologies used to capture content, store, preserve and deliver and documents and content related to organizational processes. ECM tools and strategies allow the management of an organization's unstructured information information, wherever that information exists.
  • 3. “Content “is information and experiences that may provide Definition value for an end- user/audience. Content may be delivered via any medium. Enterprise Content Management (ECM) Technologies used to capture content, store, preserve and deliver and documents and content related to organizational processes. ECM tools and strategies allow the management of an organization's unstructured information information, wherever that information exists.
  • 4. Company Wide Documentation Content Management Content Management • Company Branding • Policies • Standard Operating Procedures (SOP) • Books • Company website (client facing) • Manuals • Workbooks • Technical Drawings • Photo Images Training Marketing/Sales • Help • Tutorials Content Support/Help Desk LCMS Management • Lesson Plans for Classroom Learning • Product Knowledge Content • Student Manuals • Competitive Analysis • Online Courses • Sales Process Management • Competencies • Account Information • Customer Satisfaction Data • FAQ boards • Knowledgebases • Workarounds • Troubleshooting Guides
  • 5. In what parts of your organization do you already have content management in play? Company Website Central Knowledge Management System Documentation Tech Support Marketing/Sales Line of Business Level Training/Learning Other (please type any “other” items in the chat window)
  • 6. Learning/ECM Stages Where are you?
  • 7. Stages of Progression (Training Perspective) Stage Description Stage 0 Content stored on user desktops Stage 1 Shared files on mapped (network) drives Stage 2 Basic document management, check in/check out (i.e i.e. Microsoft SharePoint, Documentum, etc.) Stage 3 Project-based content repository with workflow (stand- alone LCMS, reusability restricted to training applications) Stage 4 Simple linking to external content management repositories, item sharing (i.e. using protocol such as WEBDAV) Stage 5 Integrated content and workflow (communities of practice, team room/workgroups, centralized reach to extended content, defined delivery channels)
  • 9. Case Study – • Information provider for academic, scientific, professional and commercial business community • 10,000 employees • 100 offices in 40 countries • Largest, publically-owned organizer of conferences and courses in the world holding 12,000 events annually • 2,000 subscription-based information services • 40,000 academic and business books in print Sales, Customer Service, Leadership Project Management, Sales Performance Commercial & Consumer Contract Management Banking
  • 10. Case Study Before After • Content Silos by company Workflow (stage 2, mapped drives) • One-offs, highly customized • Linear product development Team Room • Non-integrated workflow Content Management Lesson Plans Student Guides Reference Manuals E-learning courses KM Portals Translated Courses PowerPoint
  • 11. Case Study – content & workflow • Team Room • Full-time staff and contractors • Check-in, Check-out • Tagging Content • Content Ownership • Sign-off and Approval • Subject-Matter Experts Review (markup & feedback) • Developmental Collaboration • Level 1-4 Customizations (logo/branding, add content, change out examples, major rewrite)
  • 12. Case Study – results • Decrease Development Times • Single-Source Production Environment • Eliminate Content Silos • OnDemand Publishing (auto feed to Docutech) • Future Proofing Content • Cut down on Redundancy of Engineering (program tools once, use in many places) • Reduce costs for creating on-off customizations • New service offering – customized content for customers
  • 13. Case Study – comment
  • 14. Case Study #2 - Pharmaceutical
  • 15. Case Study Pharmaceutical
  • 16. Case Study Pharmaceutical
  • 17. Company Wide Documentation Content Management Content Management • Company Branding • Policies • Books • • Manuals • Workbooks • Technical Drawings • Company website (client facing) • Photo Images Training Marketing/Sales • Help • Tutorials Content Support/Help Desk LCMS Management • Product Knowledge • • Competitive Analysis Content • Student Manuals • Sales Process Management • Account Information • Customer Satisfaction Data • Competencies • FAQ boards • Knowledgebases • • Workarounds • Troubleshooting Guides
  • 18. Case Study – results Pharmaceutical • Complete regulatory compliance • Tracking OJT • Single-source for Standard Operating Procedure development • Digital sign-off capability • Focused training • Compliance Dashboard
  • 19. Case Study – comment Pharmaceutical
  • 20. Case Study #3 - High Tech - Software
  • 21. Company Wide Documentation Content Management Content Management • • Policies • Books • Standard Operating Procedures (SOP) • Company website (client facing) Training Marketing/Sales Content Support/Help Desk LCMS Management • Content • Competitive Analysis Management • Sales Process • Account Information • Customer Satisfaction Data • • Competencies • • Workarounds • Troubleshooting Guides
  • 22. Case Study – results High Tech - Software • Uniformity of all product offerings • Scalable for different target audiences: sales, partners, customer, and staff • Content contributors who don’t even know they are content contributors (video, drawings) • Eliminate redundancy of production and maintenance cycles • Uniform language translation process
  • 23. Case Study – comment High Tech - Software
  • 24. How do we get there?
  • 25. 8-Step Model to ECM Strategy Step 1: Form a content management strategy task force Step 2: Inventory existing content resources Step 3: Map content to critical workflow Step 4: Determine Output Types and Reusability Options Step 5: Blueprint your content management strategy as use cases Step 6: Find the right tool(s) for the job Step 7: Prototype and Proof of Concept Step 8: Change Management: Evangelize Modular Design
  • 26. Choosing the right tool(s) for the job • Traditional CMS products (i.e. Documentum, Vignette, Interwoven, etc.). Where do they fall short for training/learning purposes when used stand-alone? • XML Publishing Tools – designed primarily as desktop publishing tools (i.e. ArborText, Xmetal, etc.) • LCMS Technology - designed specifically for reusability of learning objects for structured and unstructured learning
  • 27. Observations and Comments • Integrated content management strategy will likely require multiple technologies, especially organizations that already have ECM in play. • Advice: Leverage existing content management repositories (if they are working well) rather than proposing a one-size-fits-all solution. • The biggest challenge will be handling change management in areas such as new workflow, tagging, taxonomies, governance, etc. Technology is an enabler, but is NOT the whole key to leveraging ECM.
  • 28. Sponsored by: www.xyleme.com Dawn Poulos Bryan Chapman Mark Hellinger Questions??? Facilitator: Bryan Chapman Chief Learning Strategist Chapman Alliance bryan@chapmanalliance.com