In order to meet business and compliance requirements, as well as to effectively serve the needs of customers, organizations must enable fast access to accurate and up-to-date information. Users need to be able to quickly locate the correct version of a document, or collections of documents, without wasting time searching through disconnected business systems and repositories. AIIM Research shows that having two or three systems and repositories is common (26%), while 43% cite four or more can be found in the largest
In an ideal ECM environment, information is not tethered to a specific location – it resides within, and can be accessed and synced between, various systems and devices without duplication of content. As a result, information assets are freed from the confines of applications, platforms and information silos. Regardless of where it resides, users can quickly and easily find and use the information they need to help them make more informed decisions and provide greater value to customers. The ultimate goal is to create an
integrated information ecosystem where all business systems are interconnected in a way that users can capture, manage and access the information they need, when they need it.
Once core business systems are integrated with an ECM platform, users benefit from “content in context” that provides a personalized 360 degree view of other information related to what they are working on from a simple unified platform. This includes information that may be relevant to the employee’s task at hand. For example, a salesperson finalizing a customer proposal conducts a search in the ECM system to locate the most current version of the proposal document. However, since the ECM system is integrated with the CRM
application, the salesperson learns during this search that there is an open “issue resolution” request for the customer, and as a result, decides to wait to send the proposal until the issue is resolved.
How would you best characterize your organization’s experience with document management (DM), Records Management (RM) and Enterprise Content Management (ECM)?
While it is beneficial to integrate the back-end systems for information exchange, from the users’ perspective, it is irrelevant as to where the information came from, as long as it can be found when it is needed. This can be accomplished by leveraging metadata to create relationships between information objects in various business systems, which then enable more intelligent and accurate search capabilities that span the enterprise and relevant business applications.
— RADcube (@RADcubeAlerts) May 2, 2016