Wed, Mar 21, 2012 - 11:30 AM
Dan Antion,
Vice President, Information Services, American Nuclear Insurers
The underlying difficulty in implementing an ECM solution is the fact that you have to change people’s behavior. The three elements of the title of this presentation represent three types of change that we find we often have to address. The primary project that is the basis of this presentation is our most aggressive ECM implementation to-date, both in terms of the requirements we were trying to satisfy, and degree of change we were asking people to accept. We built a workflow-driven process around the creation, storage, and distribution of engineering inspection reports. Prior to developing this solution, report production varied somewhat by individual and reports were stored in shared folders.
Expand – Refers to the differences between managed and unmanaged activity. People need to accept that managed content requires more information, perhaps more steps in processing, etc. It is also helpful if you can show them how they can implement some of those features in their unmanaged content as well.
Unlearn – We replaced large sections of the “way we’ve always done…” People have to understand that some tasks are no longer necessary or productive (emailing a copy of the managed document for review) and may in fact undermine the success of the project (if one goal is to reduce ediscovery costs).
Ignore – Some critical process tasks are simply handled by the workflows in an automated process. Notification is an example of one that we struggled with. A key feature of the system was that it notified people when action was required by them (just in time) but people have to resist the urge to augment that with emails, messages, and walking over to someone’s desk.
Each of these types of behavior requires a different, sometimes nuanced approach to effecting change. The presentation will share some information and raise some questions about how to effectively bring about these changes.