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.
Tata AIG General Insurance Company - Insurer Innovation Award 2024
Exploiting SharePoint 2013 for improved “Findability” of People and Content
1. #AIIM14
#AIIM14
#AIIM14
Exploi'ng
SharePoint
2013
for
improved
“Findability”
of
People
and
Content
Christy
Clark
IT
Director,
Enterprise
Content
Management
ConocoPhillips
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
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. #AIIM14
ECM
Strategy
is
Simple
Mobile
Cloud
Social
Trends
…but
we
must
remain
agile
Help
the
business
with….
Big
Data
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. #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. #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. #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. #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. #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. #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. www.aiim.org/infochaos
Do
YOU
understand
the
business
challenge
of
the
next
10
years?
This
ebook
from
AIIM
President
John
Mancini
explains.