Share point meet ECM at SharePoint Saturday

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!

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Share point meet ECM at SharePoint Saturday

by Chris Riley

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Share point meet ECM at SharePoint Saturday Presentation Transcript