SharePoint Meet ECM at #SPSSC

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?

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…..

SharePoint Meet ECM at #SPSSC

by Chris Riley on Jun 04, 2012

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