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Operations Communication Videos About How to Use New Taxonomies

I like to feature as many short-form videos as possible in response to questions team members are asking in our online collaboration...

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Training Videos and 1-2 Minute Quick Start Guides for New Taxonomy

I like to put live training sessions together for at least a few weeks leading up to and after launch of new taxonomies. I record these...

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Change Timeline Events Occurring Over 6 Months

I like to create theme-based change timelines so people can wrap their minds around different types of thoughts during different months...

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Operations & Communications During Large Intranet Modernization & Content Migration

The way you decide to communicate, manage logistics, train, and support async knowledge transfer will make or break your content...

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Project Timing Leading up to Intranet Launch

Here are a few elements of a communications plan for an Intranet project covering roles and responsibilities of users of the new...

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Change Management & Training Strategy for Taxonomy Implementation

Here's a high level recommendation I made for a client who wanted to understand the best way to drive internal adoption for a system many...

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Enterprise Content Management Lifecycle for Change Management & Training

I use this simple diagram to represent big picture ideas about types of content management tools organizations can use. Once you start...

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Project Plan for Intuit Taxonomy Design & Implementation

Intuit required one of those up-front mini projects to be considered for their contract role leading taxonomy design for HR. I had always...

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Training Videos for Content Management System Authors

I've found using a combination of email, Teams and/or Slack posts, wikis w/ links, and short-form, 1-2 minute training videos is a...

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Search Requirements within a Regulated Document Management System

Here are a couple advanced search requirements designed to function within a regulated, quality control, document management system for...

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Enterprise Document Management System Process Flows

Here's an excerpt from a user requirements document I put together outlining how the business users would interact with a new, regulated,...

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Enterprise Document Management System Replacement Project

Here is a future state EDMS (Enterprise Document Management System) process flow defining how the new system will manage workflows to...

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Content Contribution Process and Workflow

Here's an example of an umbrella process flow detailing a content asset life cycle and the various roles involved during the process to...

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Enterprise Content Management Asset Lifecycle State Management

Here are some excerpts from an ECM system I defined for a software company. These requirements define various states a content asset will...

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Enterprise Content Publishing Methodology Functional Overview

Here are a few excerpts from an enterprise content management publishing platform I put together for a software company's technical...

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Enterprise Content Management User and System Behavior Functional Requirements

Here is an excerpt from an enterprise content management system for which I authored the business, functional, and governance...

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Requirements Gathering Workshops Using Mind Maps

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Organization Change Management & Stakeholder Engagement Program

I prefer to put a schedule together for a 3, 6, or 9 month timeframe, depending on the scale of the project, and get on SMEs (subject...

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Business Communications About Why Certain Technology is Required for MVP

Sometimes when project teams are looking for ways to make a MVP (most valuable/viable product) as easy and feasible within constraints...

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Information Architecture / Taxonomy for One Healthcare-related Department

Here's a simple overview of one department after going through a mind mapping and taxonomy design workshop. The maps for each department...