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SharePoint 2010 for Document Compliance
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SharePoint 2010 for Document Compliance


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  • 1. Introduction to SharePoint 2010 for Document Compliance, Management and Automation
  • 2. Niraj Tenany – President and CEO, Netwoven, Inc. • Formerly Microsoft Consulting Services Head of Enterprise Applications Practice • Frequent speaker in Enterprise Content Management and Search events • Works with Fortune 1000 companies to define and implement ECM, BI, Business Process Automation, and Search strategies Slide # Enabling Intelligent Enterprises
  • 3. Netwoven Background Founded in 2001 by former Microsoft executives Top talent from industry Firm leadership comprised of Microsoft, Accenture, Oracle and Intel talent Former senior executive of Wipro, Infosys, McKinsey on our board US headquartered company with development center in IndiaSave the Children Slide # Enabling Intelligent Enterprises
  • 4. Key Solution Areas Solution Area DescriptionOut-Tasking with SharePoint SharePoint managed services with L1, L2 and L3 supportSharePoint 2010 Upgrade Upgrade intranet, extranet or internet sitesSocial Business Networking with Build communities with SharePointSharePointDocument Management with SharePoint Develop or Migration document management systems to SharePointBusiness Intelligence with SharePoint Develop reports, dashboards and map based drill downs with SharePointPortal and Collaboration with SharePoint Developing intranet and collaboration sites using SharePointWeb Content Management with SharePoint Develop intranet and extranet sites using SharePointCustom Development with SharePoint Workflow and other custom development with SharePoint 2010Employee Portals, Customer Portals Develop Employee and customer portals integrated with FAST Search Enabling Intelligent Enterprises Slide #
  • 5. Key Facts • In 2010 alone we generated enough digital information worldwide to fill a stack of DVDs reaching from the earth to the moon and back. Thats about 1.2 Zettabytes, or more than a trillion gigabytes - a 50% increase over 2009. • It is estimated that from 2011 on, the amount of data produced globally will double every 2 years. • Every 2 days we generate more data than we did from the dawn of time through 2003 • Worldwide volume of data is growing at 59% per year • Between 75% to 85% of data is unstructured • Time spent searching for information averages 8.8 hours per week for a cost of $14,209 per worker per yearSource: IDC Slide # Enabling Intelligent Enterprises
  • 6. Business Needs• Improved Compliance• Tighter Security• Document Life Cycle Management• Automation• Findability Slide # Enabling Intelligent Enterprises
  • 7. What do we mean when weuse the term “Document”?Slide # Enabling Intelligent Enterprises
  • 8. Document Management Framework Document Type Spectrum Characteristics Narrative • Common characteristics include Table of Contents, links and Narrative Transactional Navigational aids Transactional • Common characteristics include E-Forms Slide # Enabling Intelligent Enterprises
  • 9. Document Management Framework – NarrativeDocuments Published Documents • Large number of readers Published • Few Authors Documents • Well Defined Life Cycle • Smaller percentage compared to the collaborative documents Collaborative Documents • Approximately equal number of Collaborative readers and authors Documents • Very high volume • Different Life Cycle and longevitySlide # Enabling Intelligent Enterprises
  • 10. Document Management Framework – NarrativeDocuments Taxonomy Taxonomy Taxonomy Taxonomy A B C D Published Published Collaborative Controlled Non Records Documents Documents Controlled Documents Narrative Documents Slide # Enabling Intelligent Enterprises
  • 11. Key Components for Compliance, Managementand Automation• Storage • Task Management• Taxonomy • Delegation• Security • Reporting• Lifecycle • Approval Processes• Template • eSignature Management • Version Management • SearchSlide # Enabling Intelligent Enterprises
  • 12. Winning Combination• SharePoint 2010• K2 Blackpearl• Adlib• FAST Search• Taxonomy Management ToolSlide # Enabling Intelligent Enterprises
  • 13. SharePoint Scenarios Enterprise Metadata and Content TypesSource: Microsoft Slide # Enabling Intelligent Enterprises
  • 14. Team SiteSource: Microsoft Slide # Enabling Intelligent Enterprises
  • 15. Managed LibrarySource: Microsoft Slide # Enabling Intelligent Enterprises
  • 16. Repository / ArchiveSource: Microsoft Slide # Enabling Intelligent Enterprises
  • 17. Massive / Distributed ArchiveSource: Microsoft Slide # Enabling Intelligent Enterprises
  • 18. SharePoint 2010 Document Mgt. Features • Managed Metadata Service – SharePoint 2010 Centralized Taxonomy Service Application. • Hub - A site collection designated as a ‟source” from which we share content types through out the enterprise • Content Type Syndication - Publishing, sharing, pushing one or more content types across site collection, Web App, and farm boundaries • Term Store - DB that contains one or more taxonomies available as a ‟Shared Service”Source: Microsoft Slide # Enabling Intelligent Enterprises
  • 19. SharePoint 2010 Document ManagementFeatures• Use of Term Store and Managed Metadata service allows for centrally managed Term Sets and Content Types• Governance allows for splitting the roles of Taxonomist and SharePoint Administrator• Multi-Lingual Term Sets with Synonyms and Abbreviations• Folksonomy (Keywords, Tags and Ratings)• Managed Metadata Columns in Faceted Search• Taxonomy Navigation in Tree View• Hierarchical Term Sets and Filtering Slide # Enabling Intelligent Enterprises
  • 20. Contacts• Niraj Tenany• Angira Dey• Rashi Bajaj Slide # Enabling Intelligent Enterprises