SharePoint Meet ECM for #SPSLA

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
The future
Best Practices
50% PowerPoint
50% Demos
Not technical
Free form session – keep it lively

What is ECM?
All About
Webify’ing shared drives?

What is ECM?
NO!

The Disconnect
SharePoint started as a IT product
Has grown into ECM
Have to learn new things to be successful

What is ECM?
ECM requires a lot of upfront planning
Bad News:

What is ECM?
If you do it, you wont fail
Good News:

What is
Enterprise Content Management?
ERM
ECM
E2.0
WCM
BPM

What is ECM?
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

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

DEMO
Stop Talking:
Show us

ECM in SharePoint
Setting up
Created a living Governance Plan
Create a taxonomy
Setup Document ID service
Plan for eDiscovery
Setup content types and content type publishing
Setup retention schedules per your file plan
Determine what Folksonomy to use
Enable records management in-place or records center
Evaluate value of document sets
Enable content audits
All before a single document is uploaded

What does the future hold
CMIS
More third party solutions around MMS
IT units and Business Units will speak the same language

2011 ECM Best Practices
Start Today
Don’t neglect Governance and Planning
Engage the knowledge workers
Clean up share drives FIRST
Don’t foster bad habits ( workspaces, explorer view, etc.)
Eliminate catchall’s
Let be flexible what can be, regulate the rest

Resources
ECM - www.aiim.org – Ask me for promotion code
ECM & SharePoint - http://www.aiim.org/Community/SharePoint
Records Management – www.arma.org
Recorded ECM Webinars – http://www.sharesquared.com/resources/
SharePoint Ready Taxonomies – http://blog.livinganalytics.com

Please complete the session survey
Thank You!
Email: Chris.Riley@ShareSquared.com
Blog: Blog.LivingAnalytics.com
Twitter: @RileyBeebs

Don’t Forget
SharePint!!
Join us at 6:30 pm at TheDaily Pint for a free drink, kindly provided by Rackspace! A great opportunity to network with other SharePoint Professionals!
Please complete your Speaker Evaluation and turn it in before you leave. Drop off at the Community table or at the Cafeteria before closing.

Thanks to
Our Sponsors

SharePoint Meet ECM for #SPSLA

by Chris Riley on Apr 04, 2011

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SharePoint Meet ECM for #SPSLA — Presentation Transcript

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