Agile

Learning Lessons As We Make Content Services A Reality

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[Originally published on the TeraThink blog]

Craft, hand-painted chocolates are the ultimate in user experience.I’ve been speaking a lot about content services of late. At TeraThink, we are a big believer that good content services are a solid foundation for excellent user experience. This is why I’ve been focused on dispelling some of the hype around content services. One of the reasons I, and TeraThink, have been trying to push past the hype is because we are actively using content services to deliver solutions at scale.

Along the way, we’ve been trying to share some of our lessons. James Fintel shared what we’ve learned about building content services agilely using Kanban. What I wanted to share was some of our lessons on the delivery of content services to a government agency.

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Beyond the Hype of Content Services

[Originally published on the TeraThink blog]

The original Washington Monument just off the Appalachian Trail in MarylandA few weeks back, I spoke on an Information Coalition webinar with Nick Inglis about getting Beyond the Hype of Content Services. We discussed content services and tried to separate the reality from the hype. If you been following, there is a lot of hype out there and has been since Gartner stopped tracking ECM (enterprise content management) and switched to content services. This has fed people’s instinct to equate content services with ECM. Many vendors and consultants are now taking their marketing messaging and simply substituting one term for the other. Even more distracting are people that reflexively reject content services because they assume the person using the term is just doing a term swap.

The truth is that content services is not ECM. It is an approach to implementing solutions that support an ECM strategy and providing sound information governance. Content services doesn’t eliminate the need for an ECM strategy or information governance. In fact, if you don’t have a strategy or proper governance, you might end up addressing the wrong things.

You still need a plan. To determine how to implement it, you need to know what content services is and how it can make a difference.

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Talking Agile Content Services at NCC-AIIM

[Originally published on the TeraThink blog]Russ Stalters presenting at January 2018 NCC-AIIM meeting

Recently, I was at the local NCC-AIIM Chapter meeting. Russ Stalters was visiting from Texas and shared the story about how he created a new, 200+ person, data management team for the BP Gulf Coast Restoration Organization. A separate organizational entity from BP, the organization was stood up in 90 days from vision to operation. It was an impressive tale involving massive amounts of information being absorbed and managed in a highly visible environment.

As Russ spoke, it became clear that two of the key lessons were around agile processes and content analytics. It generated some great discussion that took us well past the scheduled time. I wanted to take some time to share some of the highlights.

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Leveraging Open Source and the Cloud for Your Open ECM Platforms

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[Originally published on the TeraThink blog]

We’ve been talking about how to leverage open APIs to connect content-centric solutions together. The goal is to leverage the success from deploying point solutions without creating the numerous silos that typically accompany that approach.

The question that arises is what kind of platform providers are incented to create and maintain open APIs? Any vendor can claim to have an open API. Unless supporting those APIs long-term is core to their business model, those APIs may vanish or become closed in the future. While any enterprise content management (ECM) vendor may have open APIs, open source and software-as-a-service (SaaS) vendors are the ones whose business depends on open APIs.

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The Open ECM Platform

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[Originally published on the TeraThink blog]

There has been talk of creating enterprise content management (ECM) platforms for years. They typically do not live up to the hype or expectations. The upfront investment typically required dooms most projects before they deploy their first business solution. It has reached the point where if an organization wants to implement ECM I typically walk away if I cannot persuade them otherwise.

That doesn’t mean that the need for ECM platforms don’t exist. Given the ever increasing creation of content today, it is even more important to be able to rapidly solve content-centric problems without creating numerous content silos. What is needed is an alternate approach to gaining the benefits of an ECM platform without forcing a big-bang approach to ECM with its large upfront investment.

The answer is to pick an ECM system the same way an organization picks a database system. Choose based upon the system’s ability to scale and meet the needs of the organization. An open API (application programming interface) allows the exposure of content services that can be used to add content capabilities to other applications and to build new solutions. Being open allows an organization to move forward without worrying information being bound to that system forever.

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Stop the Closed Content Silos

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[Originally published on the TeraThink blog]

It starts simply enough. Your company needs a system for managing its contracts process. The finance department goes out and purchases a contracts system. Being forward thinking, they pick one that is cloud-based so they don’t have to maintain the infrastructure. Things are going well until…

  • The ability to track supporting documents from within the system is identified shortly after launch
  • After finance loads supporting documents, those documents are now stored in multiple locations
  • Nobody knows which version is the current version any longer
  • Groups outside of finance need access to the contracts but licenses are limited
  • Contracts need to be linked to their CRM and ERP records but nobody can figure out how

The contracts process may be working well but information is trapped in a system that is closed-off from the rest of the organization. The only way to have information everywhere it is needed is to duplicate it which leads to complications in managing information.

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