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State of Washington ECM

Situation
Many Washington State, County, Local and Education agencies have significant challenges with their paper and electronic, content management systems (CMS). Today, duplicate copies and version of documents can be found in email, vault, portal, shared drive, hand-held device, paper, and microform storage areas. These fragmented systems cause inconsistent document indexing, version control, security, routing, workflow, retention and disposition; impact efficiency and customer service; and put agencies at risk of not meeting operational, litigation and public disclosure requirements.

Automation
To help solve the above problem State of Washington DES has developed a multiple award master contact for enterprise content management solutions (ECM) solutions, see.

However, a challenge with the DES master contract is that the vendor ECM software modules listed are tool sets (not finished applications) and do not show all the costs required to properly plan, configure and support a solution. To bridge the gap, we at CRE8 Independent Consultants provide ECM technology and records information management (RIM) planning services.

CRE8 Independent Consultants
CRE8 provides electronic content management, workflow and electronic records management technology planning services. As independent consultants we do not represent or resell technologies, instead we work directly for our clients (end user organizations). This approach allows CRE8 to provide an independent voice regarding the applicability of technologies, development of a strategic plan, standards, process designs, application designs, IG RIM record management plans, and vendor/integrator evaluation.

Before a State, County, Local or Education agency selects an ECM vendor there is a significant amount of pre-planning work that is mandatory to help ensure a successful system. This work includes, development of an ECM:

  • enterprise wide plan,
  • vendor cost analysis,
  • return on investment assessment,
  • application design - to identify requirements previous to vendor selection,
  • workflow mapping and process improvement - LEAN, Six Sigma, BPM, CPI,
  • change management plan,
  • RFQ/RFP to affirm software vendor and select integration vendor,
  • vendor demonstration evaluation plan - integrator and software company, typical different companies,
  • RIM (records information management) program review and development,
  • update of content retention/ disposition schedules, and
  • development of Information Governance (IG) policies and procedures.

CRE8 Independent Consultants is currently listed under 3 management consultant DES contracts. For more information on how we can be of service to your organization please contact us.

CRE8 Articles and White Papers

  • Why ECM Systems Fail. Read Article
  • Why the Inefficiencies, Challenges and Risks of Using Shared Network Drives and Email for ECM Is Unacceptable. Read Article
  • The Problem with SharePoint for Document Strategy Forum. Read Article
  • CRE8 Paperless Technology and Process Improvement White Paper - This paper discusses: reasons, we at CRE8 Independent Consultants, believe are responsible for the delayed or incorrect implementation of paperless technologies and how the process of paperless technology planning, budget, implementation, and measurement can be improved through use of process improvement methods such as Continuous Process Improvement, Business Process Management, Re-engineering, LEAN, and Six Sigma. Read White Paper