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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 ...

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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  • CMISCan Kodak help lead the way?Does Microsoft care?
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Share point meet ECM at SharePoint Saturday Share point meet ECM at SharePoint Saturday Presentation Transcript

  • SharePoint ECM
    Chris Riley, ECMp, IOAp, v-TSP
    Sr. ECM and Document Imaging Architect
    Twitter: @rileybeebs
    ShareSquared, Inc.
  • Why Chris?
    • 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.
  • ShareSquared, Inc.
    • SharePoint MVPs
    • MS Certified Trainers
    • Former SharePoint Dev. team
    • Microsoft Managed Gold Partner
    • Full-Service SharePoint consulting firm
    Offerings:
    • GamePLAN – Planning Services
    • MeltDown– Improve existing deployments
    • Hourly Consulting
    • Composer + Maestro architecture tool
  • Logistics
    Agenda
    • What Is ECM
    • ECM in SharePoint
    • Demo
    • Best Practices
    • Mostly PowerPoint
    • A few demos
    • Not technical
    • Free form session – keep it lively
  • What is
    Enterprise Content Management?
    ERM
    ECM
    E2.0
    WCM
    BMP
  • What is ECM?
    All About
    Webify’ing shared drives?
  • What is ECM?
    NO!
    There is a disconnect
  • What is ECM?
    • Depends on who you are asking
    • Collect, Store, Deliver: Content
    • Increase compliance
    • Increase power of content
    • Increases knowledge worker efficiency
    • Increases value of intellectual property
    • If not established strategically & managed effectively, it will grow organically & chaotically
  • What is ECM?
    Collect
    • Emails
    • Web content ( WCM )
    • Social Media ( E2.0 )
    • Electronic Files
    • Rich media Files
    • Scanned Documents
    Store
    • Security
    • Compliance
    • Retention Policies
    • Records Management ( ERM )
    • Archival / Conversion / Compression
    Deliver
    • Search
    • Send to
    • Workflows (BPM )
    • e-Discovery
    • Intranet / Extranet
    • Business Intelligence
  • ECM in SharePoint
    • Results of collaboration have to go somewhere
    • With WSS the ECM folks said it wasn’t even close
    • With MOSS we were getting closer, closer then even realized
    • With SharePoint 2010, SharePoint is now accepted as an ECM platform
  • ECM In SharePoint 2010
    User Experience – PC, Phone, Browser
    Traditional Content Management
    Social Networking and Collaboration
    Social Networking and Collaboration
    Traditional Content Management
    Search Delivers Engaging Information Experiences
  • What was missing?
    • Scalability
    • Persistent links
    • Records management, archiving & retention policies
    • Strong metadata management
    • Comprehensive search
    • Granular security
    • Audit trail
    • Integration with line-of-business applications
    • Content Management Interoperability Services (CMIS)
  • Problem of definitions
  • Document ID Service
    Search for a specific Document ID
    Document IDs remain consistent as documents are moved or copied
  • Document Sets
    Document Set Properties
    Individual Document Properties
    Document Set tab for Property, Version and Workflow Management
    Manage Different Types of Content as a Unit
  • Enterprise Content Types
    One Site Collection can share Content Types across the farm
    Choose which Content Types to Publish
  • Managed Metadata
    Taxonomy Term Store
    Manage Terms Easily as Taxonomy Needs Change
    Import Existing Corporate Taxonomy
    Multi-lingual Support
  • Content Organizer
    Auto Provision folders based on properties or volume
    Property based conditions route content
    Content is routed to a specified location based on the criteria above
    Submissions matched to a content type
    Specify alternate content type names to accommodate taxonomy differences
  • In-place Records Management
    Declare Records without moving them
  • Information Management Policies
    Multiple Disposition Options
    Specify Different Policies for Documents vs. Records
    Support for Review Cycles
  • Resources
    • ECM - www.aiim.org
    • ECM & SharePoint - http://aiimcommunities.org/sharepoint
    • Records Management – www.arma.org
    • Recorded ECM Webinars – http://www.sharesquared.com/resources/
    • SharePoint Ready Taxonomies – http://blog.livinganalytics.com
  • 2010 ECM Best Practices
    • Governance and Planning
    • Engage the knowledge workers
    • Clean up share drives FIRST
    • Use information management policies whenever possible
    • Don’t foster bad habits ( workspaces, explorer view, etc.)
    • Eliminate catchall’s
    • Let be flexible what can be, regulate the rest
  • Please complete the session survey
    Thank You!
    Email: Chris.Riley@ShareSquared.com
    Blog: Blog.LivingAnalytics.com
    Twitter: @RileyBeebs
  • Thank You To Our Sponsors!