ECM & Image Capture in SharePoint 2010 Audio Information Listen using your computer (VOIP) or Dial-in: (951) 262-4343 Access code: 909934
Speakers Chris Riley Imaging and ECM Author ECMp, IOAp Sr. ECM & Image Capture Architect Paul Papanek Stork SharePoint MVP & Author Sr. Architect & Lead Consultant MBA, MCT, MCSE, MCSD, MCDBA, MCITP, MCPD…
Agenda A sprinkling of demos throughout… Introductions SharePoint 2010 ECM Overview (Paul) SharePoint 2010 Imaging (Chris) ECM Migration and Best Practices Q&A
What is ECM? The collection, storage, and delivery of enterprise electronic or paper content and documents Software that provides: Content Storage & Management Compliance & Governance Knowledge worker efficiency Business Intelligence Archival & eDiscovery Automation and/or Workflow
Audience Survey What is your primary role in ECM and/or Image Capture for your organization? Decision Maker, Influencer or Sponsor Admin or Architect Analyst or End User Consultant
Existing 2007 ECM Features Document Libraries Content Types Workflow Information Management Policies Auditing Integration with Rights Management Enterprise & Federated Search
New 2010 ECM Features Document ID Service Enterprise Content Types Managed Metadata Service (Taxonomy) Tagging, Ratings (Folksonomy) Document Sets In-place Records Management Rich Media Support Business Connectivity Services
Audience Survey Where is your organization on the ECM & Document Imaging curve? No real solution in place Somewhat satisfied with our solution but room for improvement Dissatisfied and/or experiencing problems with our existing platform Completely satisfied
What’s the ROI for Imaging? Reduce cost, time and errors associated with data entry Join paper content with digital counterparts Expand Search & eDiscovery Access documents & information faster Reduce hard-copy storage costs Facilitate automation for paper based business processes Go “Green”!
Document Imaging Modes Image Only Scanning Full page conversion OCR / Text extraction Document conversion, e.g. to searchable PDF Most Common Data Capture Fixed Semi-Structured “unstructured” Database lookups Metadata capture – identity, station, etc.
ECM Best Practices Research Compliance Requirements Conduct an Information Audit Plan Taxonomy and Meta Data before Implementation Empower Knowledge Workers with Folksonomy Tools Establish Archiving Policies and Procedures Periodically Clean Up Unused Document Workspaces
Audience Survey What do you see as next steps? Assess current ECM & Image Capture platform and environment Learn more about SharePoint 2010, ECM & Image Capture Plan for ECM implementation using SharePoint 2010 or another platform
Resources and Q & A Assessment, Planning & Implementation ECM & Image Capture GamePLAN Contact us for demos & guidance Learn more about SharePoint 2010 Next Webinar: SharePoint 2010 Design & Deployment Best Practices Online resources Chris Riley’s Blog: http://blog.livinganalytics.com Microsoft ECM Team Blog: http://blogs.msdn.com/ecm/ Contact Info@ShareSquared.com 800-445-1279 x402