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ECM strategy and roadmap (Part 1): Why is an ECM roadmap important?

We decide to compile a 3-part article to help you to successfully create and/or optimize your ECM Roadmap. Let us dive into this first part?

Anybody who gets into unfamiliar places can get lost without a map or GPS! Well, without an ECM roadmap, an organization’s content strategy can get lost and disorganized.

So, if you’re planning to migrate your legacy enterprise content management system, there are some best practices and steps you should follow. For example, it’s important to identify the necessary operational policies, procedures and technologies to maintain a company’s digital information.

Given the importance of this subject, we decide to compile a 3-part article to help you create and/or optimize your ECM Roadmap. Let us dive into this first part and understand the steps and strategies to successfully create an ECM roadmap.

ECM roadmap: Why is it so importance?

It´s clear to say that an ECM roadmap will depend on an ECM strategy, right? That will link business objectives to identifiable results such as increased productivity, reduced costs and mitigated risks. The roadmap makes the strategy work and defines the plans of investments for an undetermined period. And, like all plans, a roadmap needs to be reviewed and updated.


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What’s blocking your ECM roadmap?

The same way that there may exist some challenges preventing you from migrating or upgrading your ECM System, there are some obstacles you can find when creating an ECM roadmap, such as:

1) Getting started

One of the biggest challenges is to identify the first steps, without ruining the business activity. To defeat this challenge, you must improve the content management of your company and determine which are the major operational problems you must fix.

2) Budget and Staff

It will take time and effort to change the content flow through the organization. This will require investment in people and process, and sometimes, even the need for third-party implementation services.

3) Disruption

Companies need to guarantee that the users involved will recognize how various content technologies will optimize their routine activities and business processes.

4) Infrastructure

You must consider the IT infrastructure of the company, including document management systems, as well as other enterprise applications, and plan to and how to modernize them.

ECM strategy: What to consider?

An ECM strategy should identify some procedures and legal compliance to provide a cleaver content governance framework. It has to determinate how your organization classifies, organize and share their content, and how it complies with legal regulation. For example, in the handle Personal Data (GDPR).

Other aspect relies on the location of the repositories: Locally (On-Premises) or in the Cloud. For example, if you have your repositories locally, you have guarantee that its physical location complies with some maintenance and security requirements.


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Be sure you download the complete eBook above and if you’re struggling remember… you are not alone in this! Be in the front line of your organization’s digital transformation and get the most of your data by migrating/updating your legacy ECM System… Texter Blue is here to help you providing the best results! Make sure you read our news and articles and contact us.

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