Gartner Research

Implementing an Integrated Document Management Strategy

Published: 20 February 2001

ID: G0096010

Analyst(s): Alan Weintraub, Garth Landers, Debra Logan


Management Summary This Strategic Analysis Report focuses on the practical aspects of implementing an enterprisewide integrated document management (IDM) strategy. IDM has emerged as a vital class of middleware services that integrates document creation, storage and transfer with critical business process applications. Gartner recommends that enterprises plan IDM on an enterprisewide scale, even if enterprisewide implementation is not possible. A coherent strategy and clear-cut goals will prevent costly re-engineering efforts later on. To establish such a long-term blueprint, Gartner recommends taking following steps, each of which is discussed in detail in this report: o Establish a first-year agenda o Justify the cost of the IDM project o Understand the keys to successful IDM implementation o Create an IDM project team o Conduct a document inventory o Implement the IDM plan The following Strategic Planning Assumptions are presented in this report: o Through 2005, more than 75 percent of enterprises that establish an enterprise IDM strategic plan will use a steering committee as the vehicle for IDM planning and implementation decision making (0.8 probability). o Planning and development will account for at least 65 percent of the start-up costs for a typical enterprise IDM system (0.8 probability). o Within enterprises that do not bring internal and external content under control, the percentage of work time wasted by the average knowledge worker on document-related, non-value-added tasks will increase to between 30 percent and 40 percent by 2003 (0.8 probability).

Table Of Contents
  • Management Summary
  • Introduction
  • Creating the First-Year Agenda
  • Justifying the Cost of the IDM Plan
    • Document-Related Costs
    • Calculating ROI and Benefits
  • Understanding the Keys to Successful IDM Implementation
  • Creating a Successful IDM Project Team
  • Conducting the Document Inventory
  • Defining an Enterprise Repository
    • The Document Hierarchy
    • Completing an Indexing Schema
    • Complexity vs. Ease of Use
  • Implementing the IDM Plan
  • Conclusion

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