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Presented by Bob Larrivee, Director
AIIM Learning Center
Learn Best Practices for Implementing SharePoint 2010 www.aiim.org/sp
 37% of organizations consider SharePoint to be their
first significant implementation of ECM
◦ 52% of small organizations are first-timers
◦ 41% using ECM or ERM have set SharePoint as a collaboration tool
 Retaining their existing system for document and records management
Source: AIIM Industry Watch - SharePoint-strategies and experiences.
Learn Best Practices for Implementing SharePoint 2010 www.aiim.org/sp
 44% of respondents rolled out SharePoint across 10
or more geographical sites
◦ 14% covering over 100 geographical sites with1/3 of installations
spanning more than one country
 45% use SharePoint for collaboration between
project partners
◦ 18% use it to interact with customers
Source: AIIM Industry Watch - SharePoint-strategies and experiences
Learn Best Practices for Implementing SharePoint 2010 www.aiim.org/sp
 Little thought given
◦ Governance
◦ eDiscovery
◦ Taxonomy
◦ Metadata
Source: AIIM Industry Watch - SharePoint-strategies and experiences
SharePoint is a Registered Trademark of Microsoft
Learn Best Practices for Implementing SharePoint 2010 www.aiim.org/sp
 Organizational Information
◦ Content Management
◦ Records Management
 Ways of Working
◦ Process Management
◦ Change Management
 The Future
◦ Continuous Improvement
SharePoint is a Registered Trademark of Microsoft
Learn Best Practices for Implementing SharePoint 2010 www.aiim.org/sp
"There is so much heat and so little light out
there about exactly what SharePoint does and
how it does it. We hear from many SharePoint
users who thought they were buying an
application (i.e., process automation ready to
roll right out of the box), only to find they were
really buying a platform (i.e., a powerful ECM
platform, but requiring customization and
integration). There is a critical need for
SharePoint implementation best practices so
that users can make platform decisions with
the 'lights on.'" – John Mancini, President of AIIM
SharePoint is a Registered Trademark of Microsoft
Learn Best Practices for Implementing SharePoint 2010 www.aiim.org/sp
 Do you have an established taxonomic structure?
 What is your metadata strategy?
 Is security aligned with your information
architecture?
◦ For managing both physical and electronic information?
 When did you last assess your recovery plan?
◦ Have you identified and addressed vital records recovery?
 Are your retention policies in line with regulatory
guidelines at all levels?
◦ (Multi-national companies will have varying requirements.
Learn Best Practices for Implementing SharePoint 2010 www.aiim.org/sp
 The AIIM SharePoint Certificate Program
- developed with Gimmal Group - is
designed from global best practices
among our 65,000 strong community
 Skill sets and best practices are identified
by Education Advisory Groups in North
America and Europe
 Microsoft reviewed the program to
ensure accuracy when describing
possibilities with SharePoint 2010
Don't get left behind, -
join the AIIM community
of experts by becoming
an AIIM Practitioner,
Specialist or Master.
SharePoint is a Registered Trademark of Microsoft
Learn Best Practices for Implementing SharePoint 2010 www.aiim.org/sp
SharePoint
Practitioner
SharePoint
Specialist
SharePoint
Strategy
Case Study
Why? What? How? Use?
The Practitioner and
Specialist programs are
available as both
online and classroom
courses
The Strategy and Master
programs are only
available as classroom
courses
SharePoint is a Registered Trademark of Microsoft
Learn Best Practices for Implementing SharePoint 2010 www.aiim.org/sp
Product
Core Capabilities
Components and
Parts
Architecture
Governance
Site Provisioning
Admin and
Maintenance
Content Types
Classification
Search
Workflow
Communities
Records Center
Document Libraries
Imaging & Capture
Report Management
Forms Design
WCM / Sites
Workflow and BPM
Email Management
SharePoint and
Microsoft Office
Integration
Design Elements
InfrastructureFunction
SharePoint is a Registered Trademark of Microsoft
Learn Best Practices for Implementing SharePoint 2010 www.aiim.org/sp
Strategy
Test, Train,
Sustain
Change
Management
Migration
Implement SustainTransitionAssess
Customization
Integration
Business Case Governance
Documenting
Requirements
Records
Management
Information
Gathering
SharePoint is a Registered Trademark of Microsoft
Learn Best Practices for Implementing SharePoint 2010 www.aiim.org/sp
 Includes
◦ SharePoint Practitioner
◦ SharePoint Specialist
◦ Practical Case Application
◦ 24/7 access to online Practitioner and Specialist materials
SharePoint is a Registered Trademark of Microsoft
Learn Best Practices for Implementing SharePoint 2010 www.aiim.org/sp
 Online at www.aiim.org/sp
◦ Practitioner and Specialist
 24/7 Access
◦ Master
 Instructor-led Classrooms
 Schedules and international locations found at www.aiim.org/sp
SharePoint is a Registered Trademark of Microsoft
Learn Best Practices for Implementing SharePoint 2010 www.aiim.org/sp
"Often I have watched enterprises use chaos and complexity
theory for the deployment of their SharePoint
applications. The goal seems to be throw it out there, see
if it sticks, and if it does, then let it self-organize. This may
work very well for certain microbial colonies or ant
colonies, but humans need guidance and direction. The
new AIIM SharePoint Certificate Program provides the
vision and roadmap to organize a SharePoint deployment
around total efficacy. Without a knowledge of both best
and worst practices, a SP administrator or project
manager would have to spend months, possibly years
trying to figure out a workable and successful strategy.
This new program shortens the critical learning cycle and
increases the immediate business value proposition for
the enterprises in using SharePoint.”
Michael Sutton, PhD.,
Assoc. Professor of
Knowledge Mobilization
Bill and Vieve Gore School
of Business, Westminster
College, Salt Lake City, UT
SharePoint is a Registered Trademark of Microsoft
Learn Best Practices for Implementing SharePoint 2010 www.aiim.org/sp
 Join the Growing AIIM Community of Experts
◦ Become a SharePoint Practitioner, Specialist or Master
 Understand market trends and opportunities
 Identify and demonstrate the business benefits of starting new projects
 Ensure progress by linking business strategy with a new vision and ways
of working
 Understand global best practices for managing information assets
Be recognized as an industry expert!
Be an AIIM Designated SharePoint Practitioner,
Specialist or Master!
SharePoint is a Registered Trademark of Microsoft
Learn Best Practices for Implementing SharePoint 2010 www.aiim.org/sp
 Visit aiim.org/sp
◦ To locate a classroom course near you
◦ Sign up for an online course – available 24-7 for 6 months
◦ Ask AIIM can deliver an in-house class for your
organization by emailing training@aiim.org

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How to implement share point 2010

  • 1. Presented by Bob Larrivee, Director AIIM Learning Center
  • 2. Learn Best Practices for Implementing SharePoint 2010 www.aiim.org/sp  37% of organizations consider SharePoint to be their first significant implementation of ECM ◦ 52% of small organizations are first-timers ◦ 41% using ECM or ERM have set SharePoint as a collaboration tool  Retaining their existing system for document and records management Source: AIIM Industry Watch - SharePoint-strategies and experiences.
  • 3. Learn Best Practices for Implementing SharePoint 2010 www.aiim.org/sp  44% of respondents rolled out SharePoint across 10 or more geographical sites ◦ 14% covering over 100 geographical sites with1/3 of installations spanning more than one country  45% use SharePoint for collaboration between project partners ◦ 18% use it to interact with customers Source: AIIM Industry Watch - SharePoint-strategies and experiences
  • 4. Learn Best Practices for Implementing SharePoint 2010 www.aiim.org/sp  Little thought given ◦ Governance ◦ eDiscovery ◦ Taxonomy ◦ Metadata Source: AIIM Industry Watch - SharePoint-strategies and experiences SharePoint is a Registered Trademark of Microsoft
  • 5. Learn Best Practices for Implementing SharePoint 2010 www.aiim.org/sp  Organizational Information ◦ Content Management ◦ Records Management  Ways of Working ◦ Process Management ◦ Change Management  The Future ◦ Continuous Improvement SharePoint is a Registered Trademark of Microsoft
  • 6. Learn Best Practices for Implementing SharePoint 2010 www.aiim.org/sp "There is so much heat and so little light out there about exactly what SharePoint does and how it does it. We hear from many SharePoint users who thought they were buying an application (i.e., process automation ready to roll right out of the box), only to find they were really buying a platform (i.e., a powerful ECM platform, but requiring customization and integration). There is a critical need for SharePoint implementation best practices so that users can make platform decisions with the 'lights on.'" – John Mancini, President of AIIM SharePoint is a Registered Trademark of Microsoft
  • 7. Learn Best Practices for Implementing SharePoint 2010 www.aiim.org/sp  Do you have an established taxonomic structure?  What is your metadata strategy?  Is security aligned with your information architecture? ◦ For managing both physical and electronic information?  When did you last assess your recovery plan? ◦ Have you identified and addressed vital records recovery?  Are your retention policies in line with regulatory guidelines at all levels? ◦ (Multi-national companies will have varying requirements.
  • 8. Learn Best Practices for Implementing SharePoint 2010 www.aiim.org/sp  The AIIM SharePoint Certificate Program - developed with Gimmal Group - is designed from global best practices among our 65,000 strong community  Skill sets and best practices are identified by Education Advisory Groups in North America and Europe  Microsoft reviewed the program to ensure accuracy when describing possibilities with SharePoint 2010 Don't get left behind, - join the AIIM community of experts by becoming an AIIM Practitioner, Specialist or Master. SharePoint is a Registered Trademark of Microsoft
  • 9. Learn Best Practices for Implementing SharePoint 2010 www.aiim.org/sp SharePoint Practitioner SharePoint Specialist SharePoint Strategy Case Study Why? What? How? Use? The Practitioner and Specialist programs are available as both online and classroom courses The Strategy and Master programs are only available as classroom courses SharePoint is a Registered Trademark of Microsoft
  • 10. Learn Best Practices for Implementing SharePoint 2010 www.aiim.org/sp Product Core Capabilities Components and Parts Architecture Governance Site Provisioning Admin and Maintenance Content Types Classification Search Workflow Communities Records Center Document Libraries Imaging & Capture Report Management Forms Design WCM / Sites Workflow and BPM Email Management SharePoint and Microsoft Office Integration Design Elements InfrastructureFunction SharePoint is a Registered Trademark of Microsoft
  • 11. Learn Best Practices for Implementing SharePoint 2010 www.aiim.org/sp Strategy Test, Train, Sustain Change Management Migration Implement SustainTransitionAssess Customization Integration Business Case Governance Documenting Requirements Records Management Information Gathering SharePoint is a Registered Trademark of Microsoft
  • 12. Learn Best Practices for Implementing SharePoint 2010 www.aiim.org/sp  Includes ◦ SharePoint Practitioner ◦ SharePoint Specialist ◦ Practical Case Application ◦ 24/7 access to online Practitioner and Specialist materials SharePoint is a Registered Trademark of Microsoft
  • 13. Learn Best Practices for Implementing SharePoint 2010 www.aiim.org/sp  Online at www.aiim.org/sp ◦ Practitioner and Specialist  24/7 Access ◦ Master  Instructor-led Classrooms  Schedules and international locations found at www.aiim.org/sp SharePoint is a Registered Trademark of Microsoft
  • 14. Learn Best Practices for Implementing SharePoint 2010 www.aiim.org/sp "Often I have watched enterprises use chaos and complexity theory for the deployment of their SharePoint applications. The goal seems to be throw it out there, see if it sticks, and if it does, then let it self-organize. This may work very well for certain microbial colonies or ant colonies, but humans need guidance and direction. The new AIIM SharePoint Certificate Program provides the vision and roadmap to organize a SharePoint deployment around total efficacy. Without a knowledge of both best and worst practices, a SP administrator or project manager would have to spend months, possibly years trying to figure out a workable and successful strategy. This new program shortens the critical learning cycle and increases the immediate business value proposition for the enterprises in using SharePoint.” Michael Sutton, PhD., Assoc. Professor of Knowledge Mobilization Bill and Vieve Gore School of Business, Westminster College, Salt Lake City, UT SharePoint is a Registered Trademark of Microsoft
  • 15. Learn Best Practices for Implementing SharePoint 2010 www.aiim.org/sp  Join the Growing AIIM Community of Experts ◦ Become a SharePoint Practitioner, Specialist or Master  Understand market trends and opportunities  Identify and demonstrate the business benefits of starting new projects  Ensure progress by linking business strategy with a new vision and ways of working  Understand global best practices for managing information assets Be recognized as an industry expert! Be an AIIM Designated SharePoint Practitioner, Specialist or Master! SharePoint is a Registered Trademark of Microsoft
  • 16. Learn Best Practices for Implementing SharePoint 2010 www.aiim.org/sp  Visit aiim.org/sp ◦ To locate a classroom course near you ◦ Sign up for an online course – available 24-7 for 6 months ◦ Ask AIIM can deliver an in-house class for your organization by emailing training@aiim.org