Creating Intake Process for Archive Factory

Modernize Data Processes for Smooth Business Transition

Course Overview

The Intake and Factory Model workshop is a four-day course focused on creating a process to capture, assess, and schedule Archive and Decommissioning targets. Participants will define approvals and metrics to support execution and enterprise reporting. The workshop emphasizes identifying key characteristics and metrics to prioritize archival activities effectively. It explores critical aspects of processing archives, including data points and internal/external factors for proper workflows. This approach transforms basic tracking methods, like workbooks or SharePoint, into a robust, decision-making process that supports an effective and functional Archival Program. 

Estimated time: 30 to 35 Hours

Course Content

Module 1

Orientation and Foundation

Begin the training by meeting the team, understanding objectives, and setting the groundwork for effective archive factory operations. Dive into governance, organizational roles, and opportunity management strategies.

Subtopics

  1. Overview of Key Processes

  2. Building the Organizational Structure

  3. Understanding Governance: Program and Project Levels

  4. Roles and Responsibilities Overview

  5. Opportunity Management: Source and Key Characteristics

Module 2

Requirements Assessment and Triage

Explore the triage process, focusing on identifying requirements, allocating resources, and profiling opportunities. Understand financial considerations and project sizing techniques.

Subtopics

  1. Triage Process Introduction

  2. Identifying Requirements and Key Criteria

  3. Resource Allocation Basics

  4. Assessment and Profiling Steps

  5. Financial Overview and Project Sizing

  6. Opportunity Identification Techniques

Module 3

Cost-Benefit Analysis and ROI Modeling

Gain insight into conducting cost-benefit analyses and calculating ROI. Learn estimation techniques and apply your knowledge through hands-on exercises. 

Subtopics
  1. Understanding Process and Essential Metrics
  2. Modeling for Cost-Benefit Analysis
  3. ROI Calculation and Process Integration
  4. Estimation Techniques for Project Viability
  5. Hands-On CBA/ROI Modeling Exercise
Module 4

Practical Application and Case Studies

Apply the concepts learned in real-world scenarios. Practice opportunity triage, financial assessments, and initiative planning through sample use cases. 

Subtopics

  1. Opportunity and Triage Application

  2. Assessment and Financial Review

  3. Planning and Prioritizing Initiatives

  4. Real-World Overview with Sample Use Cases

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