#AIIM14	
  #AIIM14	
  
#AIIM14	
  
Exploi'ng	
  SharePoint	
  2013	
  for	
  improved	
  
“Findability”	
  of	
  People	
 ...
#AIIM14	
  
Company	
  Profile	
  
Global	
  Energy	
  Company	
   Exclusively	
  E&P	
  
Worldwide	
  Presence	
   Opera'n...
#AIIM14	
  
Worldwide	
  Opera'ons	
  
As	
  of	
  Nov.	
  1,	
  2013.	
  
#AIIM14	
  
SPIRIT	
  Values	
  
Collabora'on	
  is	
  vital	
  to	
  our	
  success	
  as	
  an	
  agile	
  independent.	...
#AIIM14	
  
COP	
  Isn’t	
  Unique	
  
§  Lots	
  of	
  tools	
  –	
  legacy,	
  new,	
  different	
  versions,	
  not	
  ...
#AIIM14	
  
ECM	
  Strategy	
  is	
  Simple	
  
Mobile	
   Cloud	
   Social	
  
Trends	
  
…but	
  we	
  must	
  remain	
 ...
#AIIM14	
  
How	
  Do	
  We	
  Work	
  and	
  Collaborate?	
  
Other	
  FuncAon	
  /	
  Discipline	
   Other	
  FuncAon	
 ...
#AIIM14	
  
SharePoint	
  Is	
  the	
  Preferred	
  Tool	
  for	
  Collabora'on,	
  
Content	
  Management	
  and	
  Searc...
#AIIM14	
  
ConocoPhillips	
  Intranet	
  
•  SharePoint	
  2013	
  for	
  Enterprise	
  Search	
  
•  Expanded	
  Scope	
...
#AIIM14	
  
ConocoPhillips	
  Team	
  Sites	
  for	
  
Collabora'on	
  
Over	
  18	
  Composi'ons	
  
Team	
  Site	
  Temp...
#AIIM14	
  
Addi'onal	
  func'onality	
  selec'vely	
  developed:	
  
•  Document	
  Center	
  
•  Meta	
  Data	
  Inherit...
#AIIM14	
  
Search	
  Is	
  Cri'cal	
  To	
  Success	
  of	
  
ECM	
  Strategy	
  
Analyze	
  &	
  	
  
Improve:	
  
Refine...
#AIIM14	
  
We	
  Have	
  Learned	
  From	
  Our	
  
Experiences	
  
§  Exploit	
  The	
  Investment;	
  Capitalize	
  on...
www.aiim.org/infochaos	
  
Do	
  YOU	
  understand	
  the	
  business	
  	
  
challenge	
  of	
  the	
  next	
  10	
  year...
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Exploiting SharePoint 2013 for improved “Findability” of People and Content

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Our story begins with a very successful community of practice-based Knowledge Management program on SharePoint. Additionally, we leverage SharePoint for our team and project collaboration, our Intranet publishing portal, our Internet publishing portal, and our external collaboration with our partners and customers. We are actively upgrading our SharePoint environment to SharePoint 2013 and have just started the rollout of our refreshed intranet using the latest capabilities of SharePoint 2013. The migration of our collaboration sites to SharePoint 2013 – including new templates to provide consistent global usability is also in progress as part of our ECM strategy to transform the way we collaborate through improved focus on the “findability” of people and information across the Enterprise. Come hear our story.

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Exploiting SharePoint 2013 for improved “Findability” of People and Content

  1. 1. #AIIM14  #AIIM14   #AIIM14   Exploi'ng  SharePoint  2013  for  improved   “Findability”  of  People  and  Content   Christy  Clark   IT  Director,  Enterprise  Content  Management   ConocoPhillips  
  2. 2. #AIIM14   Company  Profile   Global  Energy  Company   Exclusively  E&P   Worldwide  Presence   Opera'ng  Segments   ´  NYSE  Acker:  COP   ´  Headquartered  in  Houston,  Texas   ´  ~18,000  employees  worldwide   ´  OperaAons  and  acAviAes  in  29   countries   ´  ExploraAon  in  20  countries   ´  ProducAon  in  14  countries   ´  Proved  reserves  in  15  countries   ´  Explore  for,  produce,  transport  and   market  hydrocarbons   ´  Crude  oil,  natural  gas,  natural  gas   liquids  (NGL),  liquefied  natural  gas   (LNG)  and  bitumen     ´  Alaska   ´  Lower  48  &  LaAn  America   ´  Canada   ´  Europe   ´  Asia  Pacific  &  Middle  East   ´  Other  InternaAonal   As  of  Sept.  30,  2013  
  3. 3. #AIIM14   Worldwide  Opera'ons   As  of  Nov.  1,  2013.  
  4. 4. #AIIM14   SPIRIT  Values   Collabora'on  is  vital  to  our  success  as  an  agile  independent.    
  5. 5. #AIIM14   COP  Isn’t  Unique   §  Lots  of  tools  –  legacy,  new,  different  versions,  not  integrated   §  Lots  of  content  -­‐  types,  sizes,  locaAons,  old   §  Confused  users!   S: drive Shared Windows   old  &  familiar   SharePoint   collabora-on   Livelink   reten-on/workflow   Email Personal WCM Shared Team Sites Shared NOEs Personal P: drive Personal “My Docs” Exchange   email  workflow   Email Public Folders Enterprise SharePoint   Extranet   Livelink   Extranet   Other Tools Specific Applications, Company Encyclopedia, Physical Documents, SAP, Social, etc. WCM  =  Internet  and  Intranet  
  6. 6. #AIIM14   ECM  Strategy  is  Simple   Mobile   Cloud   Social   Trends   …but  we  must  remain  agile   Help  the  business  with….   Big  Data  
  7. 7. #AIIM14   How  Do  We  Work  and  Collaborate?   Other  FuncAon  /  Discipline   Other  FuncAon  /  Discipline   Extranet   Other  FuncAon  /  Discipline  Other  FuncAon  /  Discipline   My  Business  Unit  /  FuncAon  /   Discipline   My  Networks   My  Interest  Groups   NETWORK  SITES   BUSINESS  UNIT  /  FUNCTION  SITE   TEAM  /  PROJECT  SITE   INTEREST  GROUP  SITES   EXTRANET  SITES   WORKGROUP   My  Working  Teams   My  Working  Teams   Me   Global   Local   Documents  (Int/Ext)  ApplicaAons   Images  /  Videos  Physical   Social   Records   Content  Sources   find put Email   Livelink,  MediaWiki,  SAP,  etc.  
  8. 8. #AIIM14   SharePoint  Is  the  Preferred  Tool  for  Collabora'on,   Content  Management  and  Search   Legacy  Moderniza'on:  SharePoint  Upgrade  Roadmap   SharePoint  Version   2003   2007   2010   2013   Networks   Networks   Internet   cop.com   Intranet   Intranet   Collabora'on  Sites   (Dept,  Project,  Team)   Collabora'on  Sites   Extranet   Extranet   SharePoint  Search   SharePoint  Search   Migra'on  of  15K+    Sites   Enterprise   Search   2014/2015   TBD   TBD   Out-­‐of-­‐the  box   unless  cri-cal   business  need;   then  develop   against   SharePoint  2013   Best  Prac-ces;   cloud  in  future     Execu'on  Strategy  
  9. 9. #AIIM14   ConocoPhillips  Intranet   •  SharePoint  2013  for  Enterprise  Search   •  Expanded  Scope   •  AddiAonal  Features   •  Integrated  Global  and  Local  Content   •  Red  Global;  Blue  Local   •  Cross-­‐site  Publishing   •  Templates  for  Consistency   •  Future  Launch  Pad  for  Personal  and   Social  Capabili'es   A  New  Way  of  Working   Global  (Loca'on)   Local   Local   Global  (Func'on)  
  10. 10. #AIIM14   ConocoPhillips  Team  Sites  for   Collabora'on   Over  18  Composi'ons   Team  Site  Templates  Offer  a  Jumpstart  for  Organizing   and  Tagging  Content  to  Support   Predefined  Taxonomy  for  Dept  /  Org  Collabora'on   •  Top  leh  navigaAon  established  for  default  libraries   •  Libraries  preconfigured  with  content  types  to  provide  a   star%ng  point    for  managing  security  and  content   •  IntegraAon  with  OpenText  via  Webparts  to  surface  up   content  via  SharePoint     Intranet   Strategy  
  11. 11. #AIIM14   Addi'onal  func'onality  selec'vely  developed:   •  Document  Center   •  Meta  Data  Inheritance   •  Document  Templates   •  Drop  Zone   Advancing  the  ECM  Strategy  with   SharePoint  Apps   Quick  Access  to  Documents   and  Informa'on  about  Site   Documents   Enable  Use  of  Document   Templates  as  Documents   are  Created     Examples  
  12. 12. #AIIM14   Search  Is  Cri'cal  To  Success  of   ECM  Strategy   Analyze  &     Improve:   Refiners   Relevancy     Best  Bets   PromoAon   Addressable  Content  Sources   Business  Priori%zed,  Broad  Audience   Connectors   Full  Text  Index   Federate  External  Indices   Content  Enrichment     Taxonomies   Extractors     Tagging   SemanAc     Enrichment   Result  Preview  (enhanced)   Result  Refiners   Scope  Refiners   Saved  Query  &  Alert   Result  Security  Alert   Query  Analysis  &  Tuning   AcAvity  &  Persona  Tuning  (FuncAon,   LocaAon,  Social)   Query  /  Results   Documents  (Int/Ext)  ApplicaAons   Images  /  Videos  Physical   Email   Records   Content  Sources   Social   We  are  just  geLng  started!  
  13. 13. #AIIM14   We  Have  Learned  From  Our   Experiences   §  Exploit  The  Investment;  Capitalize  on  the  Desire!   §  Governance  Must  Exist  –  Content  Ownership  &  Accountability!   §  Secured  Content  is  Expected  –  No  More  Default  Open  Access!   §  Features  &  FuncAonality  Abound  –  Take  Advantage  &  Train!       §  Some  CustomizaAon  Is  OK  –  But  Align  to  SharePoint  2013  Best  PracAces!   §  Always  Be  Thinking  About  What’s  Next!  –  Cloud,  Social,  Mobile…   §  Commit  To  A  Simple  Strategy  –  Eliminate  the  Complexity  and  Confusion!   Focus  on  …   When  it  comes  to  ECM  and  SharePoint…  
  14. 14. www.aiim.org/infochaos   Do  YOU  understand  the  business     challenge  of  the  next  10  years?   This  ebook  from  AIIM  President   John  Mancini  explains.  

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