How To Hire An ECM Consultant

How To Hire An ECM Consultant

ECM Consultant

Reason For ECM Consultant

After specializing in the ECM industry for the past 25 years, I believe to be effective, an Electronic Content Management consultant must be able to provide guidance, leadership, expertise in ECM and related digital technologies, business process improvement, and records management.  

Today, ECM and related technologies include various tools, including capture, recognition, machine learning, content management, workflow, robotic process automation, AI, and electronic records management.   

An ECM consultant should be a senior subject management expert (SME) with excellent communication skills, business process improvement experience, and a technology planning background.  The consultant should be senior in experience and work with all levels of an organization, including user group chiefs, information technology, and information governance.

The ECM consultant should have experience with process improvement methods such as lean, six sigma, business process improvement, and total quality management.

If properly planned for ECM and related products can provide organizational improvements from 20% to 75% in efficiency, quality, or service, depending upon the process.  If not, sprawl will occur, and you will wonder why you bothered.

How An ECM Consultant Can Help?

Specific ECM consultant tasks include the development/update of ECM plans, process improvement maps, records management programs, application design requirements (including workflow and integration with existing systems), vendor assessment, and implementation oversite.  

Enterprise-wide ECM plan. Based upon interviews of enterprise departments and groups, the ECM consultant should be able to inventory organizational processes and rank them in terms of the need for improvement and ECM automation.  

The enterprise plan should provide a roadmap based upon cost/benefit so that projects can be categorized, planned, budgeted, and approved.

Process improvement plan.  The ECM consultant should develop process baselines (current state) to identify current process costs, risks, issues, and noncompliance; process redesign goals and maps; and change action plans to clean up and improve processes previous to automation.

Application requirements.  The consultant should develop (for each ECM deployment) business-level requirements, technical requirements, request for proposal/information, change management strategies, estimated project costs, and return on investment (ROI) assessment. 

ECM application requirements should include digital workflow and RPA process automation maps and records management program requirements.

Records management program.  The ECM consultant should be able to work with Certified Records Manager and internal information governance (IG) professionals to update these programs including records inventories, records management schedules, taxonomy, privacy, and retention and disposition rules. 

Vendor selection.  The ECM consultant should be familiar with a wide variety of ECM platforms, systems, and third-party products. The consultant should be able to assess, rank, and evaluate vendors at the RFP, response, demonstration, and contract stages.

An up-to-date records management program is key to the proper design of an ECM system to support proper retention, disposition, privacy, and protection of records.

Implementation plan. The ECM consultant should develop project plans identifying timelines, project dependencies and risks, responsibilities, change management, acceptance criteria, progress, and completion.  These plans should hold integrators, vendors, and internal staff accountable for the proper completion of the project on time and within budget.

How Do I Know About ECM Planning?

Since 1995, I have assisted over 300 clients, ranging from 25 to 250,000 employees, across all industries and vendor platforms.  As an independent consultant, I do not sell or represent ECM software solutions.  As such, I can provide an independent voice regarding ECM planning, vendors, process improvement, and ROI assessment. Learn more.

Next Step

If you would like assistance give me a call. I am happy at no cost to discuss your requirements and discuss how I and my organization can help.   Best George Dunn, President CRE8 Independent Consultants. 

George Dunn, President CRE8 Independent Consultants
ECM Planning Expert

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