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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
      Chris Riley, ECMp, IOAp, v-TSP
      Sr. ECM and Document Imaging Architect
      Twitter: @rileybeebs
      ShareSquared, Inc.
    • 2. Why Chris?
      • 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.
    • ShareSquared, Inc.
      • SharePoint MVPs
      • 9. MS Certified Trainers
      • 10. Former SharePoint Dev. team
      • 11. Microsoft Managed Gold Partner
      • 12. Full-Service SharePoint consulting firm
      Offerings:
      • GamePLAN – Planning Services
      • 13. MeltDown– Improve existing deployments
      • 14. Hourly Consulting
      • 15. Composer + Maestro architecture tool
    • Logistics
      Agenda
    • What is
      Enterprise Content Management?
      ERM
      ECM
      E2.0
      WCM
      BMP
    • 23. What is ECM?
      All About
      Webify’ing shared drives?
    • 24. What is ECM?
      NO!
      There is a disconnect
    • 25. What is ECM?
      • 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
    • What is ECM?
      Collect
      Store
      • Security
      • 37. Compliance
      • 38. Retention Policies
      • 39. Records Management ( ERM )
      • 40. Archival / Conversion / Compression
      Deliver
    • ECM in SharePoint
      • 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
    • 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
    • 49. What was missing?
      • 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)
    • Problem of definitions
    • 58. Document ID Service
      Search for a specific Document ID
      Document IDs remain consistent as documents are moved or copied
    • 59. 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
    • 60. Enterprise Content Types
      One Site Collection can share Content Types across the farm
      Choose which Content Types to Publish
    • 61. Managed Metadata
      Taxonomy Term Store
      Manage Terms Easily as Taxonomy Needs Change
      Import Existing Corporate Taxonomy
      Multi-lingual Support
    • 62. 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
    • 63. In-place Records Management
      Declare Records without moving them
    • 64. Information Management Policies
      Multiple Disposition Options
      Specify Different Policies for Documents vs. Records
      Support for Review Cycles
    • 65. Resources
      • 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
    • 2010 ECM Best Practices
      • 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
    • Please complete the session survey
      Thank You!
      Email: Chris.Riley@ShareSquared.com
      Blog: Blog.LivingAnalytics.com
      Twitter: @RileyBeebs
    • 76. Thank You To Our Sponsors!