Document Management
Intellinetics’ Engagement Methodology is called “Excellence
In Motion”, or EIM. EIM follows best practices, including
methodologies and standards set forth by the Project Management
Institute designed to minimize risk, decrease costs, and ensure
Intellivue document management project outcomes meet each client
organization’s objectives.
EIM has four Phases: Discovery,
Design, Implementation, and Control. Each phase has task areas
appropriate for that part of the overall document management system
life cycle.
Phase 1: Discovery
The Discovery phase provides
an objective analysis of your organization’s
document and content management needs. It can be used to determine
not only your risk exposure, but also can provide the necessary data
to produce your business case analysis (Return on Investment [ROI]
and Total Cost of Ownership [TCO]).
The Discovery phase brings resources
on-site to assess your current infrastructure and business processes.
The result is a summary of findings that outlines the tactical and
strategic impact of document management upon the stakeholders and
respective business units that participate in the process. It
also includes any relevant technical, policy, or resource constraints
that must be accommodated.
The Discovery
phase begins with documenting your current business drivers, initiatives
and goals. This analysis forms the baseline
for future planning. The Discovery Phase is supported by a combination
of detailed interviews and departmental walk-throughs. If legacy
systems are in place, our technical consultants will evaluate the
technology in order to recommend the best integration or conversion
strategy. Any key enterprise applications are also examined to determine
integration points that could provide additional value to the organization.
Once
the on-site portion of the Discovery Phase is concluded, the information
is gathered, analyzed, and distilled into a Summary of Findings.
The process concludes with a formal business presentation of the
analysis and findings.
Phase 2: Design
The Design phase translates the analysis and findings from the Discovery
phase into detailed system architecture and a complete Statement
of Work (SOW).
The Design phase is comprised of building the details
behind overall system design and project planning. It focuses
on accommodating the specific technology, process, and policy needs
identified in the Discovery phase into a complete SOW. The Design
phase concludes with an approved SOW that will support all aspects
of the next phase of the life cycle: Implementation.
Phase 3: Implementation
The Implementation phase is comprised of active system delivery.
The Implementation phase requires the formation of a formal project
team that remains intact throughout the entire project. The SOW produced
in the Design phase guides all aspects of active delivery.
The Implementation
phase closes out with comprehensive system acceptance tests as well
as the completion and delivery of all technical, training, and policy
documentation.
Phase 4: Control
The Control phase transitions the new solution to on-going support/continuous
operation mode. This phase incorporates all aspects of proactive
and reactive system administration and control into organization
policy and procedure. The control phase is characterized by the creation
of formal feedback loops for ideas on expanded system use.
The Control
phase forms the basis of the implementation of new capabilities now
possible as a result of the new system. System expansions follow
the same life cycles—discovery, design, implement, and control.
This process on continuous improvement is dynamic and it grows and evolves
to support changing needs.
Ongoing Activities
Ongoing Activities are items that span multiple phases. Note the
following summaries regarding these activities.
Communications
Planning & Execution
Communications
Planning & Execution is reflective of the ongoing
activity practice of solid communications. Examples of tools
used include:
- Project Plans and Schedules
- Meeting Agenda/Recaps
- Status Reports
- Change Control Documents
- Acceptance Documents
Teambuilding & Profiling
Account Relationship & Profiling is reflective of the ongoing
process of managing the account relationship and learning/documenting
everything that we learn. Tools used during this process include
the Intellinetics Customer Profile, and Intellinetics Contact Profile
forms.
Project Management
Project Management is
the process of managing the On-Time, On-Budget, and Client Satisfaction
aspects of the project. Tools used
within Project Management include:
- Client Status Communications
- Scope and Change Control Documents
- Project planning templates and processes
- Techniques advocated by the Project Management Institute (PMI)
Knowledge Transfer
Knowledge Transfer is the art of transitioning the process and technology
knowledge associated with our solution to the client. It not only
involves specific training-oriented events, but it involves solid
day-to-day communications with the client. Tools used within Knowledge
Transfer include:
- Training courses
- Software documentation
- Expert support staff and consultants
- Opportunities for continuing advanced product and process education
Quality Assurance
The focus of Quality Assurance is to ensure
quality deliverables throughout the design, testing, and implementation
phases of the project.
- Standardized delivery processes
- Solution documentation and acceptance mechanisms
- Detailed Statement of Work
- Quality planning instead of quality testing
Learn More Today
If your organization is interested in Intellinetics
Engagement Methodology, please contact
us to learn more about how our professional services team
can help chart your course to successful document management
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