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SharePoint Meet ECM at #SPSSC
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SharePoint Meet ECM at #SPSSC

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  • Introduction slide
  • CMISCan Kodak help lead the way?Does Microsoft care?
  • Conclusion slide
  • Introduction slide

SharePoint Meet ECM at #SPSSC SharePoint Meet ECM at #SPSSC Presentation Transcript

  • SharePoint ECM Chris Riley, ECMp, IOAp, v-TSP Product Manager / Evangelist CloudShare, Inc. @HoardingInfo
  • Why Chris?• Knows Some Stuff about SharePoint• ECM Speaker and Author of Standards• Has Acronyms, on the Board of AIIM
  • What is CloudShare?• On-Demand SharePoint Farms in the cloud• Not Multi-Tenant but Full Server Access• Pre-Installed SharePoint• For Dev/Testing/POC/Demos and Training
  • Logistics• Define ECM• ECM in SharePoint• Talk the Talk• Demo• The Future
  • ECM is a methodology NOT a technology
  • If you are migrating Shared Drives You are doing it WRONG!
  • Folders are the new F*$# word
  • ECM• The term ECM is now OLD• It’s the methodologies and processes for capturing, storing, securing, and retrieving content.• It makes your end-users – Work suck a little less – Spend less time finding content & more time using it – Keeps your organization’s content secure and relevant
  • ECM• Knowledge workers don’t pay attention to how they do what they do• Your content managers don’t speak your language, and you don’t speak theirs
  • ECM in SharePoint• Create a living Governance Plan• Design a Taxonomy• Setup Document ID service• Plan for eDiscovery• Setup content types and content type publishing• Setup retention schedules per your file plan• Enable records management in-place or records center• Enable content audits• All before a single document is uploaded
  • ECM in SharePointMost of ECM in SharePoint is created outside of SharePoint
  • Talk the Talk SharePoint ECMManaged Meta-Data TaxonomyRating, Keywords, Like It, Tagging FolksonomyDocument Sets Compound DocumentsContent Types Meta-data containers not Document TypesInformation Management Policies Records Management
  • Talk the Talk• System of Record• System of Engagement• Information Architecture – Hierarchy• Records Management• Taxonomy – Functional – Regional• eDiscovery
  • Ok. But Why?
  • DEMO
  • Tips• Plan for vNext• Start Today• Don’t neglect Governance and Planning• Explain the value• Make friends
  • Tips• Crowd Source• Don’t foster bad habits, i.e. workspaces• Out-of-the-box as much as possible• Don’t look for cookie cutter implementations
  • What does the future hold• CMIS• SharePoint 15• Folders go away• A Focus on retrieval
  • Resources• ECM & SharePoint - http://www.aiim.org/Community/SharePoint• Records Management – www.arma.org• Ready Taxonomies – http://www.hoardinginformation.com
  • Call Me!• Chris@CloudShare.com• @HoardingInfo
  • Join us right after the event at Firehouse Grillfor a free drink, kindly provided by AvePointand Rackspace! 1765 East Bayshore Road EastPalo Alto, CA 94303 (Next to Nordstrom Rack). Drinks to be provided by…..