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Social ECM - How Social Media impacts Enterprise Content Managemnet
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Social ECM - How Social Media impacts Enterprise Content Managemnet


Social Media creates a lot of content. This content needs to be managed - especially if the content is created within an enterprise (Note: an enterprise in this definition is any organization that is …

Social Media creates a lot of content. This content needs to be managed - especially if the content is created within an enterprise (Note: an enterprise in this definition is any organization that is a business). Enterprises need to insure the content is captured and perhaps controlled and moderated. This is not to say it's a Big Brother scenario. However, businesses do need to protect themselves and their assets (written and otherwise).

This presentation walks through a few scenarios where Social Media and Enterprise Content Management overlap. Smart companies (enterprises) will have plans in place to track, monitor and manage content that may affect their organization. Not doing so is at their peril.

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  • Source: http://www.cmswire.com/cms/enterprise-cms/spc09-ecm-for-the-masses-how-sharepoint-2010-delivers-on-the-promise-005823.php
  • Metadata is Data that Describes Data.In the ECM world Metadata is the lifeblood of the organization. Metadata drives to tagging engine and efforts. Metadata is used by people to define and describe the information they are working on – whether it’s a paper document, an electronic document (see Creating Content in SharePoint slide), a picture, an audio or video file, an engineering drawing, or something else. Metadata is used by computer systems (ECM systems too) to quickly parse and deliver the information to a query. Capturing the information right … the first time is critical to ECM solution success. Social ECM happens in real-time. The ability to track, monitor and act on triggers (a workflow / bpm task) is critical to the success of an ECM solution. The ECM solution extends to the enterprise … customer service (think tweets and facebook comments); marketing; product development; etc.Tags: TechnoratiSocial MediaUGCDiggSearchBlogECMSharePointConversationsBookmarkTwitterFacebookLinkedInYouTubeFlickrNewsgatorSocial ComputingtaxonomyfolksonomyComplianceRecordOutlook ConnectorDataset
  • Everyone creates content. Not all content is created equal … yet EVERYONE creates content.The use of Social ECM allows for all content to be tagged and as necessary added to the proper taxonomy.
  • Social ECM – It’s not about the Technology - http://jshueywa.blogspot.com/2009/10/social-ecm-its-not-about-technology.htmlThe Convergence of Social Media and ECM - http://jshueywa.blogspot.com/2009/01/convergence-of-social-media-and-ecm.html
  • Source: In Jan 2010 Microsoft asked partners to create a Social App within a Week. Guess What? They did it!http://www.networkworld.com/slideshows/2010/012910-microsoft-sharepoint-2010-socialfest-agarwal.html#slide1
  • For more information – see Michael Gannotti - http://socialmedia.mikegannotti.com/Lists/Categories/Category.aspx?Name=Michael%20on%20the%20Go Paolo Tosolini - http://tosolini.com/


  • 1. Social ECM
    Jeff Shuey
    Director, Business Development
    Eastman Kodak
  • 2. Webcast Details
    E-mail Invite / Web Page Info
    Let's face it: FaceBook and Twitter have changed the way we interact with others-- even our colleagues. It's only fitting that the recent updates in SharePoint 2010 reflect these trends.
    This session will focus on how to leverage social interaction within the enterprise to maximize productivity.
  • 3. Agenda
    Social Media and ECM
    Why SharePoint for Social ECM
    The Future of Social ECM
  • 4. Where to Start?
    Why DO Social Media?
    What arethe Risks?
    What arethe Rewards?
  • 5. Why DO Social Media?
  • 6. Social Media hasn’t changed ANYTHING
    Social Media has changed EVERYTHING
  • 7. Polling Slide
    Does your company have Social Media Policy and Usage Guidelines?
    Under Development
    Not Sure
    Why should we
  • 8. SharePoint 2010 Social ECM Features
    Features that will help Social ECM Efforts:
    Document ID:
    Generates a unique identifier for every document uploaded. Documents / Objects can be tracked even when moved.
    Organizes information with features such astagging, ratings and keywords. A shift from the traditional hierarchical file and folder structure.
    Records Management:
    Allows users to declare a document as a record
    Schedules can be defined to transfer these declared records to the Record Center.
    Auditing metadata are such as expiration, author, hold, etc. are available.
    Social Computing:
    Users define social relationships and relevance of information with My Sites
    Tag posts, job activities, what they are working on, posting messages and notes and interact with colleagues.
    Taxonomy & Folksonomy
    Ease of Use:
    Tight integration with Office 2010 allows content from an office document on the desktop to interact with SharePoint 2010 making it very efficient for users.
    Everyone is a content creator. Web publishing has been simplified with a rich and familiar authoring experience. It has reduced clicks to publish content and it truly empowers everyone to be a content author.
    Source: Dux Raymond Sy
  • 9. Definitions
    Keywords that group and organize objects
    Classification according to a pre-determined system
    The spontaneous cooperation of a group of people to organize information into categories; a user-generated taxonomy
  • 10. Who gets to create content?
    What are the risks with content?
    Regulated Industries
    Internal Policies
    Partnership Agreements
    Intellectual Property Rights
    Non-Disclosure Agreements
    Should we just leave it to the Professionals?
  • 11. What is “Enterprise” Content?
    Paper and Digital information
    New World Order
    Mobile Data
    LBS data
    Paper Based Information
    Call Center Information
    Web Page Registrations
    Event Attendees
    Anything that crosses your firewall?
    • Regulated Industries on Twitter
    • 12. Whole Foods has 50 Twitter Accounts
  • Social ECM – Things your Lawyer will ask
    Why apply Tags, Notes, Taxonomy and a Folksonomy?
    The New Abilities
    Key Point:
    You may not find it, but others will.
  • 13. Some Common Questions
    Is this part of my job?
    Will I get in trouble for posting this?
    How much time should I spend on Social Media sites?
    Will it affect my performance review?
    Who else is doing this?
    Who will see this?
  • 14. Content Creation in SharePoint
    Increasingly Common
    Audio / Podcast
    Social Bookmarks
    Notes (2010)
    Tags (2010)
  • 15. The Conversation Prism
    Source: Brian Solis and Jess3
  • 16. It’s all Metadata
  • 17. Is Content King?
    No … Curation is King
  • 18. Using Social Media
    Content Use in Action
    Find Experts
    Empower Employees
    Taxonomy / Folksonomy
    Protect your Assets
    The Power of Social ECM
    Social ECM – It’s not about the Technology
  • 19. Polling Slide
    How many of you regularly use:
  • 20. Polling Slide
    Have you ever seen compromising content posted (from an ECM / Records Management / Legal) perspective:
    Not Sure
    What does “compromising” mean?
  • 21. The Future of Social ECM
    Search and Act
    Indexed Video
    Indexed Audio
    Location Based Services
    Location and Time Based
    Widgets & Web Apps
    Digital Asset Management
    Search by:
    Advanced Features:
    • Expert Search
    • 25. Dynamic / Intelligent Search
  • Tune your content for search
    Enable tagging
    Ratings (reputation management)
    Search facets
    Empower the user
    Let the user tag THEIR WAY
    Folksonomy may become Taxonomy
  • 26. SharePoint has Notes
    What are they?
    New to SharePoint 2010
    Allows for the propagation of Notes across SharePoint site
    Best Use: Use for Social Stream & News Feeds
    What are the pros?
    Easy to use
    Easy to share across sites
    What are the cons?
    EVERYONE gets notified when a note changes.
    Even if this information is confidential
    Could Notes become Social Bookmarking for SharePoint?
  • 27. Polling Slide
    Would the ability to have notes within SharePoint that can be tied to a specific object be useful?
    I need it now
    I’m not sure I know what this means
    Who gets to see the notes
  • 28. Microsoft & Partners
  • 29. A Few Experts
    Mike Gannotti– Michael on the Go!!!
    Paolo Tosolini– Podcast and Academy Mobile
  • 30. Next Steps
    Find your Socialista’s
    The Role(s) of Content Creators
    The Role of Curator
    The Impact on ECM
  • 31. Wrap Up
    You are already DOINGSocial Media
    Whether you are tracking it and accounting for Social Media activity is a different issue
    SharePoint 2010 is a great place to start
    SharePoint 2010 has core capabilities that are often good enough, but …
    Partners have offerings that augment and also fill gaps that Microsoft cannot fill
    SharePoint will continue to expand beyond the platform and become a Business Operating System --- which will include Social ECM and more
  • 32. Questions
    Jeff Shuey
    M: +1 425 922 8056
    Twitter: @jshuey
    Web: kodak.com/go/sharepoint
    Rutherford Wilson
    Twitter: @Atalasoft
    Web: Atalasoft.com