Business Management Presentations Process Management

Using Wikis With Enterprise Content and Process Management


Slides from a presentation to Toronto Wiki Tuesday on June 1st, 2010


Using Wikis with Enterprise Content and Process Management
Sandy Kemsley
Or…The Wiki/ECM/BPM Debate
About Me
Enterprise process and content stuff
ECM/BPM since…whoa, that long?
Papers on BPM and social software
Social media maven
Five+ years of blogging (
“The Hungry Geek” at IgniteTO (
I’m tweeting this (@skemsley)
Decisions, Decisions
But In Reality…
Content:Wikis and ECM
Content Management Features
Document lifecycle, records & retention mgmt
Fine-grained security
Pre-defined structure and taxonomy
Check in/out & versioning
Not restricted to document format
Collaborative creation
Coarse-grained security
User-created taxonomy
Interactive editing with history and rollbacks
Selection Philosophies
ECM Default
Use wikis for pure content that requires no level of security and maximum levels of accessibility.
Use ECM for everything else.
Wiki Default
Use wikis for all internal content by default, unless specific factors dictate the use of ECM.
When To Use A Wiki
Created by multiple authors
Accessible to a wide, internal-only audience
Frequent updating with revision tracking, but no approval or versioning
When To Use ECM
External origin/participants
Only exists as a document, e.g., PDF
Requires precisely-formatted print-ready version
Requires versioning
Requires fine-grained security control
Requires records/retention management
Wiki-to-ECM Transition
Initial collaborative content in wiki for brainstorming
Reformat and check in to ECM as version 1 of controlled document
May continue discussion in wiki with link to document in ECM
Process:Wikis and BPM
Process Management Features
BPM (and ECM)
Predefined structured process
Does not require content
Includes human and automated tasks
Complex branching, rules and event handling
Analytics and KPIs
Wiki to manage a process
Case management
Project management
Documentation trail of manual process
Add-ons to manage wiki content lifecycle:
Wiki content approval
Ad hoc human task management
The Line Blurs
BPM gets more unstructured:
Ad hoc process definition
Adaptive case management
Wiki workflow gets more structured:
Predefined workflows
Content lifecycle management
Unstructured human workflow may be done successfully in either
Wiki/ECM/BPM:All Together Now
Use case: Insurance claims
Faxed-in claim reports and customer-facing documents in ECM to manage retention and security
Pre-defined structured claims processes in BPM to meet regulations
Claims exceptions using collaboration capabilities in BPM
Claims best practices and tips in wiki, updated by claims staff
Clear use cases exist for each of wikis, ECM and BPM
Large overlap between wikis and ECM for internal content
Large overlap between wikis and BPM for unstructured processes
Sandy Kemsley

Leave a Comment

Get the BPI Web Feed

Using the HTML code below, you can display this Business Process Incubator page content with the current filter and sorting inside your web site for FREE.

Copy/Paste this code in your website html code:

<iframe src="" frameborder="0" scrolling="auto" width="100%" height="700">

Customizing your BPI Web Feed

You can click on the Get the BPI Web Feed link on any of our page to create the best possible feed for your site. Here are a few tips to customize your BPI Web Feed.

Customizing the Content Filter
On any page, you can add filter criteria using the MORE FILTERS interface:

Customizing the Content Filter

Customizing the Content Sorting
Clicking on the sorting options will also change the way your BPI Web Feed will be ordered on your site:

Get the BPI Web Feed

Some integration examples