This document provides guidelines and recommendations on how to establish
ECM Governance Program. It captures invaluable know-how and best practices
that the industry has gained over the past several years, which will allow
you to avoid mistakes that have been made by many organizations.
Normally, you will need to hire an ECM business consultant for one week
to generate similar deliverable, which can cost your company up to $10,000.
Purchasing this white paper can easily be the best use of your company's
budget for ECM.
Table of Contents:
1. Introduction
....1.1. Purpose
....1.2. The Role of ECM
....1.3. Scope
....1.4. References
2. ECM Program
....2.1. ECM Governance Council
....2.2. ECM Team
....2.3. Workspace
....2.4. ECM Policies and Procedures
3. Management of ECM Workspace
....3.1. Workspace Manager Types
....3.2. Workspace Manager Responsibilities
....3.3. Workspace Manager Certification
and Decertification
....3.4. Additional Department-Specific Requirements
....3.5. The Rules
4. ECM Item Creation and Maintenance
....4.1. Assisting Content Contributors
....4.2. Responsibilities of Item Ownership
....4.3. Conducting a Site Improvement Audit
5. Group Creation and Management
....5.1. Naming Convention for Groups
....5.2. High-level Groups in ECM Enterprise
....5.3. Example Community Model
....5.4. Group Leaders
....5.5. Responsibility for Creating Groups
....5.6. Restricted "WM" Groups
....5.7. Base Groups
....5.8. Group Management
6. Security and Access Control
....6.1. Setting Access Permissions
....6.2. Workspace Manager Cautions &
Requirements
....6.3. Enterprise Workspace Permissions
....6.4. Recommended Permission Conventions
for Workspaces
....6.5. Permissions Considerations for ECM
Project Workspace
....6.6. ECM Privilege Control Standards
....6.7. Object & Usage Privilege Control
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