content management requirements research in the automotive industry
TRANSCRIPT
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Content management requirements capture
within the automotive industry
Speaker:
Pedro Porras Diguez
Friday 24th November 2006 Cranfield
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Content
capture
Management
Store
Deliver
Analogue
Repositories
Library services External
File systems Databases
Data Warehouses
Imaging
Documentmanagement Collaboration
ECM example
Introduction
Archive
data
Digital
data
Technologies
Paper
Internal Portal
Fax
Search Version control Validation
Check In/Out Retrieval Audit Trail
Magnetic storage
Optical storage
Paper Optical
MS Office
OCR
FormsERP
XML
Recordsmanagement
Lifecycle doc.management
* Chart adapted from
Microsoft Corp.
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Introduction
Content is the whole range of files that are held on modern
computer systems including both content objects (graphics,audio and video files) and documents.
(AIIM, 2005)
Content Management
n erpr se on en anagemen s e ec no ogy use o
capture, manage, store, preserve, and deliver content related to
organizational processes.(AIIM, 2005)
Requirementis a capability that must be met or possessed by aproduct to satisfy a contract, standard, specification, or other
formally imposed documentation.(IEEE, 1990)
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Introduction
Sponsored by Nissan Technical Centre Europe to:
Improve the management of its content with an ECM system
Understand how NTCE has to change to implement the system
Research context
Avoid duplication
Encourage re-use
Improve file management
within the organisation
EFFECTIVE CONTENT MANAGEMENT
Security
Version control
Library services
Content lifecycles
There is a largeamount of duplicated
information
The search capabilityis limited to only
file/folder name search
Advance search
Avoid risk
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Introduction
Requirements capture
How NTCE must change to be ready for
the implementation of a enterprise content
management system
+
Case study
Comparison in the automotive industry Survey
Understand the requirements for the automotive
industry
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Literature Review
Enterprise content management - requirements elicitation -
knowledge management - document management in theautomotive sector and other industries
Literature review shows that, although there are capturing requirements
Main topics and research gap
me o o ogy or n us ry:
There are only some for content management
But none for the automotive sector
Gap in the context: content management requirements identificationand capture for the specific needs of the automotive industry
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Identify requirements of the automotive industry
for the introduction of an Enterprise Content Management tool
Aim
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Objectives
Capture industrial requirements for the introduction of anECM tool.
Perform a comparison of these content managementrequirements within the automotive industry.
Identify the issues involved in the pre-implementation of anEnterprise Content Management tool in terms of classification
of information and document policies.
Validate the research results using literature and workshopswithin an automotive company.
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Research questions
1- What is specific for the automotive industry in contentmanagement requirements?
2- What is the performance of the company in content
3- How the company must change for an ECM systemimplementation?
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Interviews
Knowledge maps Content flowanalysis acrossthe organisation
1ST
STAGE
2ND
3RD
STAGE
4TH
STAGE
ADAPTED METHODOLOGY IN THE CASE STUDY
Requirements capture in the case study
COLLECTINGLITERAL
SOURCES
MODELLING
ORGANISATIONAL
FRAMEWORK,KNOWLEDGE MAPS
METADATAREQUIREMENT
EXISTING
REPORTSANDMANUALS
ORGANISATIONALFRAMEWORK,
KNOWLEDGE MAPS
1ST
STAGE
2ND
STAGEQUESTIONNAIRE
This methodology extracted from the
literature is adapted for the case study
performed in the automotive company
UNIFIED METHODOLOGY BY VIRPI LYYTIKINEN (2004)
Methodology
Improvements ofknowledge maps
Properties andpolicies
applications
List of documents
Requirements foran automotiveorganisation
5TH
STAGE
ANALYSIS OFKNOWLEDGE MAPS
ANALYSIS ANDSUMMARY
CONTENTSIDENTIFICATION
CONTENT FLOWANALYSIS
RESULTS OF THEINTERVIEWS
REVISED DEFINITIONS,PROBLEMS, IDEAS,CONTENT TYPES
USER INTERVIEWS
CONTENTS FLOWANALYSIS
VALIDATION
5TH
STAGE
3RD
STAGE
4TH
STAGE
FINAL REPORT
Complexity of the business Existence of knowledge maps
Easy identification of producer
and users of information
Limitations in the availability
for interviews
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Content management automotive industry survey
Methodology
Requirements
Feedback fromengineers in other
automotivecompanies
CASE STUDYFINDINGS
Challenges
ANALYSIS ANDRESULTS
Requirements
Challen es
SURVEY
Creation of a surveyto compare and
Enterprise Content Management
(ECM):
ECM is a widely-recognized IT-
industry term for software technology
that enables organizations to
create/capture, manage/secure,
store/retain/destroy, publish/distribute,
search, personalize, and
present/view/print any digitalcontent
. . / , , ,
Enterprise Content Management
(ECM):
ECM is a widely-recognized IT-
industry term for software technology
that enables organizations to
create/capture, manage/secure,
, ,
Enterprise Content Management
(ECM):
ECM is a widely-recognized IT-
Opportunities
Limitations
Nissan
Ford
Toyota
Aston Martin
Opportunities
Limitations
AUTOMOTIVEINDUSTRY
Nissan
findings withinother automotivecompanies
(e.g. pictures/images, text, reports,
video, audio, transactional data,
catalogue, code). ECM systems
primarily focus on the capture, storage,
retrieval, and dissemination of digital
files for enterprise use and their life-cycle management.
store/retain/destroy, publish/distribute,
search, personalize, and
present/view/print any digitalcontent
(e.g. pictures/images, text, reports,
video, audio, transactional data,
catalogue, code). ECM systemsprimarily focus on the capture, storage,
retrieval, and dissemination of digital
files for enterprise use and their life-
cycle management.
industry term for software technology
that enables organizations to
create/capture, manage/secure,
store/retain/destroy, publish/distribute,
search, personalize, and
present/view/print any digitalcontent(e.g. pictures/images, text, reports,
video, audio, transactional data,
catalogue, code). ECM systems
primarily focus on the capture, storage,
retrieval, and dissemination of digital
files for enterprise use and their life-
cycle management.
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Log
and
send
out
gging
data
in
the
Database
rsending
perSpec
tender
STE-mail
CAD
Support docs > A3
format (paper)
CADMailCGAR
Informative
E-mail
Log Spec
Tender onto
ST DB
Sign the ST
and prepare
ST package to
be sentST + cover letters +
guidelines
Support docs >
A3 format (paper)
Send daily
informative E-Informative
-
Informative
-
P 1E-mail
CAD
Support docs > A3
format (paper)
CADMail
Informative
E-mail
P 1 onto P 1
DB
Sign the P 1
and prepare P
1 package to
be sentP 1 + cover letters
+ guidelines
Support docs >
A3 format (paper)
Send daily
informative E-Informative
-
Informative
-
Documents types - European Spec Te
List of documents for each
process
Case study
Knowledge map analysis
15'forl
+
5'fo
Confirm /
Arrange with
Supplier &
inform P 1 area
mail with ST
details
- -
Scan full STpackage
Confirm
acceptance
Confirm with
DK0
OK
NG
Confirm /
Arrange with
Supplier &
inform VY2 ST
area
Update ST DB
Udpate P 1 as
Get from P 1 db
the P 1 withoutconfirmation of
acceptance and
contact the
suppliersConfirm
acceptance /
reject
Confirm with
FDS
Confirm /
Arrange with
Supplier &
inform P 1 area
NG
mail with P 1
details
- -
Scan full P 1package
Confirm
acceptance
Confirm with
DEPT.1
OK
NGConfirm /
Arrange with
Supplier &
inform DEPT 6.
Update P 1 DB
Confirm
acceptance /
reject
Confirm with
FDS
NG
Spec Tender Check List VY2 process
Spec Tender Check List should be attac
Spec Tender raisedSupport docs A3 format paper
CAE transmision request
Daily E-mail VY2 Prog.Man.
Spec Tender DataBase
Cover letter of the spec tender
Guidelines of the spec tender
email with 3, 4, 5
CAD data being sent to the supplier
CAD data transmision form attached to t
Informative email
Receive acceptance/reject/delivery confi
Confirmation with DK0
Confirmation/arrangement with the suppl
Inform VY2 ST area
Confirm acceptance/reject/delivery from
Confirmation with DK0
Update Spec tender
Inform VY2 ST area
ADA in VY2 SpecTender
Drawing in VY2 SpecTender
STRS Test Schedule
ANPQP Supplier test report
Spec Tender check list
Spec Tender Data Base
Track Doc Derwent phase 1/2 Excel DB
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Therefore for each piece of content we have:
Code
Owner
Type of file
AS-IS Situation
Case study
r g n es ny
Storage
Tool software dependence
Template existenceProject
Policies data and performance
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AS-IS & TO-BE Situation
Case study
Some pages are omitted
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Survey
Content management requirements in the automotive industry
Automotive industry is mapping their processes and implementing
progressively ECM systems
There are three different levels of ECM maturity:
Starting the implementation of ECM. Policies manually applied
Medium implementation of ECM. Policies automated only for corebusiness processes. Employees can be the unique owners of some
information
Fully implemented ECM systems and complete automated policies
Same concerns and requirements but there are different approaches
and different performances. There are only differences in personal storage
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Limitations and Future Research
Knowledge maps
Current research Future research
Improvements in knowledge maps Knowledge maps for processoptimisation
Content policies
Policies sco e in the com an Interaction between lobal olicies
Audit of content policies and processes
Storage
Development of a standard classification of company information
Software tools
Ongoing development of tools Lifecycle of company tools
Interaction between storages
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Objectives
Capture industrial
requirements for theintroduction of an
ECM tool.
Conclusions
-Knowledge maps are essential.
-Policies must be defined for all content.
-Personal storage must be reduced and contentownership controlled.
-Explore tool is required.
Conclusions & Contribution
Perform a analysis of
these content
management
requirements within the
automotive industry.
Identify the issues
involved in the pre-
implementation of an
ECM tool.
-
-There are different levels of accomplishment
-The company of the case study must keepimproving its commitment with contentmanagement.
-Best practices of information storagemust be rolled out.
-Personal motivation must be fostered.
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Any questions?
Thank you,