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

    • 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. Why Chris?<br /><ul><li>I know ECM and SharePoint
    • 3. ECM Author
    • 4. Certified ,
    • 5. Past President AIIM GG, AIIM National Board
    • 6. “Imaging savant” - leading expert in document imaging
    • 7. Microsoft v-TSP, Technical Solutions Professional
    • 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. MS Certified Trainers
    • 10. Former SharePoint Dev. team
    • 11. Microsoft Managed Gold Partner
    • 12. Full-Service SharePoint consulting firm</li></ul>Offerings:<br /><ul><li>GamePLAN – Planning Services
    • 13. MeltDown– Improve existing deployments
    • 14. Hourly Consulting
    • 15. Composer + Maestro architecture tool</li></li></ul><li>Logistics<br />Agenda<br /><ul><li>What Is ECM
    • 16. ECM in SharePoint
    • 17. Demo
    • 18. Best Practices
    • 19. Mostly PowerPoint
    • 20. A few demos
    • 21. Not technical
    • 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. What is ECM?<br />All About<br />Webify’ing shared drives?<br />
    • 24. What is ECM?<br />NO!<br />There is a disconnect<br />
    • 25. What is ECM?<br /><ul><li>Depends on who you are asking
    • 26. Collect, Store, Deliver: Content
    • 27. Increase compliance
    • 28. Increase power of content
    • 29. Increases knowledge worker efficiency
    • 30. Increases value of intellectual property
    • 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. Web content ( WCM )
    • 33. Social Media ( E2.0 )
    • 34. Electronic Files
    • 35. Rich media Files
    • 36. Scanned Documents</li></ul>Store<br /><ul><li>Security
    • 37. Compliance
    • 38. Retention Policies
    • 39. Records Management ( ERM )
    • 40. Archival / Conversion / Compression</li></ul>Deliver<br /><ul><li>Search
    • 41. Send to
    • 42. Workflows (BPM )
    • 43. e-Discovery
    • 44. Intranet / Extranet
    • 45. Business Intelligence</li></li></ul><li>ECM in SharePoint<br /><ul><li>Results of collaboration have to go somewhere
    • 46. With WSS the ECM folks said it wasn’t even close
    • 47. With MOSS we were getting closer, closer then even realized
    • 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. What was missing?<br /><ul><li>Scalability
    • 50. Persistent links
    • 51. Records management, archiving & retention policies
    • 52. Strong metadata management
    • 53. Comprehensive search
    • 54. Granular security
    • 55. Audit trail
    • 56. Integration with line-of-business applications
    • 57. Content Management Interoperability Services (CMIS)</li></li></ul><li>Problem of definitions<br />
    • 58. Document ID Service<br />Search for a specific Document ID<br />Document IDs remain consistent as documents are moved or copied<br />
    • 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. Enterprise Content Types<br />One Site Collection can share Content Types across the farm<br />Choose which Content Types to Publish<br />
    • 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. 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. In-place Records Management<br />Declare Records without moving them<br />
    • 64. Information Management Policies<br />Multiple Disposition Options<br />Specify Different Policies for Documents vs. Records<br />Support for Review Cycles<br />
    • 65. Resources<br /><ul><li>ECM - www.aiim.org
    • 66. ECM & SharePoint - http://aiimcommunities.org/sharepoint
    • 67. Records Management – www.arma.org
    • 68. Recorded ECM Webinars – http://www.sharesquared.com/resources/
    • 69. SharePoint Ready Taxonomies – http://blog.livinganalytics.com</li></li></ul><li>2010 ECM Best Practices<br /><ul><li>Governance and Planning
    • 70. Engage the knowledge workers
    • 71. Clean up share drives FIRST
    • 72. Use information management policies whenever possible
    • 73. Don’t foster bad habits ( workspaces, explorer view, etc.)
    • 74. Eliminate catchall’s
    • 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. Thank You To Our Sponsors!<br />

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