SharePoint ECM<br />Chris Riley, ECMp, IOAp, v-TSP<br />Sr. ECM and Document Imaging Architect<br />Twitter: @rileybeebs<b...
Why Chris?<br /><ul><li>I know ECM and SharePoint
ECM Author
Certified             ,
Past President AIIM GG, AIIM National Board
“Imaging savant” - leading expert in document imaging
Microsoft v-TSP, Technical Solutions Professional
Sr. ECM & Document Capture Architect at full-service SharePoint Consulting firm ShareSquared, Inc.</li></li></ul><li>Share...
MS Certified Trainers
Former SharePoint Dev. team
Microsoft Managed Gold Partner
Full-Service SharePoint consulting firm</li></ul>Offerings:<br /><ul><li>GamePLAN – Planning Services
MeltDown– Improve existing deployments
Hourly Consulting
Composer + Maestro architecture tool</li></li></ul><li>Logistics<br />Agenda<br /><ul><li>What Is ECM
ECM in SharePoint
Demo
Best Practices
Mostly PowerPoint
A few demos
Not technical
Free form session – keep it lively</li></li></ul><li>What is <br />Enterprise Content Management?<br />ERM<br />ECM<br />E...
What is ECM?<br />All About<br />Webify’ing shared drives?<br />
What is ECM?<br />NO!<br />There is a disconnect<br />
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Share point meet ECM at SharePoint Saturday

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Here is the talk I gave at the recent SharePoint Saturday in San Ramon California. The purpose of the talk was to point out the disconnect between the SharePoint and ECM worlds, and how SharePoint 2010 is now an accepted ECM platform. Some of the slides are from the SharePoint product team deck.

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  • Transcript of "Share point meet ECM at SharePoint Saturday"

    1. 1. SharePoint ECM<br />Chris Riley, ECMp, IOAp, v-TSP<br />Sr. ECM and Document Imaging Architect<br />Twitter: @rileybeebs<br />ShareSquared, Inc.<br />
    2. 2. Why Chris?<br /><ul><li>I know ECM and SharePoint
    3. 3. ECM Author
    4. 4. Certified ,
    5. 5. Past President AIIM GG, AIIM National Board
    6. 6. “Imaging savant” - leading expert in document imaging
    7. 7. Microsoft v-TSP, Technical Solutions Professional
    8. 8. Sr. ECM & Document Capture Architect at full-service SharePoint Consulting firm ShareSquared, Inc.</li></li></ul><li>ShareSquared, Inc.<br /><ul><li>SharePoint MVPs
    9. 9. MS Certified Trainers
    10. 10. Former SharePoint Dev. team
    11. 11. Microsoft Managed Gold Partner
    12. 12. Full-Service SharePoint consulting firm</li></ul>Offerings:<br /><ul><li>GamePLAN – Planning Services
    13. 13. MeltDown– Improve existing deployments
    14. 14. Hourly Consulting
    15. 15. Composer + Maestro architecture tool</li></li></ul><li>Logistics<br />Agenda<br /><ul><li>What Is ECM
    16. 16. ECM in SharePoint
    17. 17. Demo
    18. 18. Best Practices
    19. 19. Mostly PowerPoint
    20. 20. A few demos
    21. 21. Not technical
    22. 22. Free form session – keep it lively</li></li></ul><li>What is <br />Enterprise Content Management?<br />ERM<br />ECM<br />E2.0<br />WCM<br />BMP<br />
    23. 23. What is ECM?<br />All About<br />Webify’ing shared drives?<br />
    24. 24. What is ECM?<br />NO!<br />There is a disconnect<br />
    25. 25. What is ECM?<br /><ul><li>Depends on who you are asking
    26. 26. Collect, Store, Deliver: Content
    27. 27. Increase compliance
    28. 28. Increase power of content
    29. 29. Increases knowledge worker efficiency
    30. 30. Increases value of intellectual property
    31. 31. If not established strategically & managed effectively, it will grow organically & chaotically</li></li></ul><li>What is ECM?<br />Collect<br /><ul><li>Emails
    32. 32. Web content ( WCM )
    33. 33. Social Media ( E2.0 )
    34. 34. Electronic Files
    35. 35. Rich media Files
    36. 36. Scanned Documents</li></ul>Store<br /><ul><li>Security
    37. 37. Compliance
    38. 38. Retention Policies
    39. 39. Records Management ( ERM )
    40. 40. Archival / Conversion / Compression</li></ul>Deliver<br /><ul><li>Search
    41. 41. Send to
    42. 42. Workflows (BPM )
    43. 43. e-Discovery
    44. 44. Intranet / Extranet
    45. 45. Business Intelligence</li></li></ul><li>ECM in SharePoint<br /><ul><li>Results of collaboration have to go somewhere
    46. 46. With WSS the ECM folks said it wasn’t even close
    47. 47. With MOSS we were getting closer, closer then even realized
    48. 48. With SharePoint 2010, SharePoint is now accepted as an ECM platform</li></li></ul><li>ECM In SharePoint 2010<br />User Experience – PC, Phone, Browser<br />Traditional Content Management<br />Social Networking and Collaboration<br />Social Networking and Collaboration<br />Traditional Content Management<br />Search Delivers Engaging Information Experiences<br />
    49. 49. What was missing?<br /><ul><li>Scalability
    50. 50. Persistent links
    51. 51. Records management, archiving & retention policies
    52. 52. Strong metadata management
    53. 53. Comprehensive search
    54. 54. Granular security
    55. 55. Audit trail
    56. 56. Integration with line-of-business applications
    57. 57. Content Management Interoperability Services (CMIS)</li></li></ul><li>Problem of definitions<br />
    58. 58. Document ID Service<br />Search for a specific Document ID<br />Document IDs remain consistent as documents are moved or copied<br />
    59. 59. Document Sets<br />Document Set Properties<br />Individual Document Properties<br />Document Set tab for Property, Version and Workflow Management<br />Manage Different Types of Content as a Unit<br />
    60. 60. Enterprise Content Types<br />One Site Collection can share Content Types across the farm<br />Choose which Content Types to Publish<br />
    61. 61. Managed Metadata<br />Taxonomy Term Store<br />Manage Terms Easily as Taxonomy Needs Change <br />Import Existing Corporate Taxonomy<br />Multi-lingual Support<br />
    62. 62. Content Organizer<br />Auto Provision folders based on properties or volume<br />Property based conditions route content<br />Content is routed to a specified location based on the criteria above<br />Submissions matched to a content type<br />Specify alternate content type names to accommodate taxonomy differences <br />
    63. 63. In-place Records Management<br />Declare Records without moving them<br />
    64. 64. Information Management Policies<br />Multiple Disposition Options<br />Specify Different Policies for Documents vs. Records<br />Support for Review Cycles<br />
    65. 65. Resources<br /><ul><li>ECM - www.aiim.org
    66. 66. ECM & SharePoint - http://aiimcommunities.org/sharepoint
    67. 67. Records Management – www.arma.org
    68. 68. Recorded ECM Webinars – http://www.sharesquared.com/resources/
    69. 69. SharePoint Ready Taxonomies – http://blog.livinganalytics.com</li></li></ul><li>2010 ECM Best Practices<br /><ul><li>Governance and Planning
    70. 70. Engage the knowledge workers
    71. 71. Clean up share drives FIRST
    72. 72. Use information management policies whenever possible
    73. 73. Don’t foster bad habits ( workspaces, explorer view, etc.)
    74. 74. Eliminate catchall’s
    75. 75. Let be flexible what can be, regulate the rest</li></li></ul><li>Please complete the session survey<br />Thank You!<br />Email: Chris.Riley@ShareSquared.com<br />Blog: Blog.LivingAnalytics.com<br />Twitter: @RileyBeebs<br />
    76. 76. Thank You To Our Sponsors!<br />

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