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A process of implementation involves a variety of different departments and stakeholders. The key to a successful ECM implementation lies in the combination of planning and partnership.

Here are five steps you can take to ensure a smooth ECM implementation.

1. Enlist a team of stakeholders

The success of your ECM program depends only minimally on the technology you choose. A much more important consideration is around your stakeholders – the people and leaders of teams who will use or benefit from the ECM system. You should examine how they feel about the project and whether the ECM system it produces meets their needs.

Input from your stakeholders will help you to understand how an ECM system affects different departments of the business. This understanding will improve your chances of success.

2. Define your ECM goals

You should define the goals of your ECM project with your stakeholder team. Goals will depend on your situation, but some common ECM goals are as follows:

• Improve information security. 
• Support compliance. 
• Reduce friction in the business. 
• Implement content tagging. 
• Integrate automation and AI. 

3. Plan for your goals

Once you know what your goals are, you should plan how to reach them. This could be through refinements of the current system or by building a new system. This may require you to consider content migration and user training and adoption.

For each goal, it’s important to balance time-to-market with its effects on the business. Determine whether there are important things you can complete faster than others. During this step is the time to optimize your implementation timeline.

4. Build, test and deploy your ECM

Use the agile/scrum methodology to drive your implementation project and CI/CD to maximize stakeholder engagement and program flexibility. Iterate in bi-weekly or monthly releases that stakeholders will evaluate.

By moving incrementally toward the goals, you will provide opportunities for learning and course correction as the program progresses.

5. Iterate

Despite completing a successful implementation, the work is not over. An ECM must adapt to new realities if it will remain viable and valuable to an organization. You should include in your plan the capability to build, integrate and refine your ECM to deliver future business value.

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You can read more about ECM Implementation here.

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