SharePoint          ECM<br />Chris Riley, ECMp, IOAp, v-TSP<br />Sr. ECM and Document Imaging Architect<br />Twitter: @ril...
Why Chris?<br /><ul><li>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.</li></li></ul><li>Share...
MS Certified Trainers
Former SharePoint Dev. team
Microsoft Managed Gold Partner
Full-Service SharePoint consulting firm</li></ul>Offerings:<br /><ul><li>GamePLAN – Planning Services
MeltDown– Improve existing deployments
Hourly Consulting
Composer + Maestro architecture tool</li></li></ul><li>Logistics<br />Agenda<br /><ul><li>What Is ECM
ECM in SharePoint
Demo
The future
Best Practices
50% PowerPoint
50% Demos
Not technical
Free form session – keep it lively</li></li></ul><li>What is ECM?<br />All About<br />Webify’ing shared drives?<br />
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SharePoint Meet ECM for #SPSLA

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My talk at SharePoint Saturday LA 4/2/2011

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  • THIS SHOULD BE YOUR FIRST SLIDE
  • CMISCan Kodak help lead the way?Does Microsoft care?
  • CMISCan Kodak help lead the way?Does Microsoft care?
  • THIS SHOULD BE YOUR SECOND TO LAST SLIDE – Encourage everyone to attend and remind them that the Daily Pint is just a few blocks up Pico from SMC (North East)
  • THIS SHOULD BE YOUR LAST SLIDE – Please ensure to leave this on as people are walking out and you’re wrapping things up. Thanks so much!
  • SharePoint Meet ECM for #SPSLA

    1. 1.
    2. 2. SharePoint ECM<br />Chris Riley, ECMp, IOAp, v-TSP<br />Sr. ECM and Document Imaging Architect<br />Twitter: @rileybeebs<br />ShareSquared, Inc.<br />
    3. 3. Why Chris?<br /><ul><li>I know ECM and SharePoint
    4. 4. ECM Author
    5. 5. Certified ,
    6. 6. Past President AIIM GG, AIIM National Board
    7. 7. “Imaging savant” - leading expert in document imaging
    8. 8. Microsoft v-TSP, Technical Solutions Professional
    9. 9. Sr. ECM & Document Capture Architect at full-service SharePoint Consulting firm ShareSquared, Inc.</li></li></ul><li>ShareSquared, Inc.<br /><ul><li>SharePoint MVPs
    10. 10. MS Certified Trainers
    11. 11. Former SharePoint Dev. team
    12. 12. Microsoft Managed Gold Partner
    13. 13. Full-Service SharePoint consulting firm</li></ul>Offerings:<br /><ul><li>GamePLAN – Planning Services
    14. 14. MeltDown– Improve existing deployments
    15. 15. Hourly Consulting
    16. 16. Composer + Maestro architecture tool</li></li></ul><li>Logistics<br />Agenda<br /><ul><li>What Is ECM
    17. 17. ECM in SharePoint
    18. 18. Demo
    19. 19. The future
    20. 20. Best Practices
    21. 21. 50% PowerPoint
    22. 22. 50% Demos
    23. 23. Not technical
    24. 24. Free form session – keep it lively</li></li></ul><li>What is ECM?<br />All About<br />Webify’ing shared drives?<br />
    25. 25. What is ECM?<br />NO!<br />
    26. 26. The Disconnect<br /><ul><li>SharePoint started as a IT product
    27. 27. Has grown into ECM
    28. 28. Have to learn new things to be successful</li></li></ul><li>What is ECM?<br />ECM requires a lot of upfront planning<br />Bad News: <br />
    29. 29. What is ECM?<br />If you do it, you wont fail<br />Good News: <br />
    30. 30. What is <br />Enterprise Content Management?<br />ERM<br />ECM<br />E2.0<br />WCM<br />BPM<br />
    31. 31. What is ECM?<br /><ul><li>Collect, Store, Deliver: Content
    32. 32. Increase compliance
    33. 33. Increase power of content
    34. 34. Increases knowledge worker efficiency
    35. 35. Increases value of intellectual property
    36. 36. If not established strategically & managed effectively, it will grow organically & chaotically</li></li></ul><li>What is ECM?<br />Collect<br /><ul><li>Emails
    37. 37. Web content ( WCM )
    38. 38. Social Media ( E2.0 )
    39. 39. Electronic Files
    40. 40. Rich media Files
    41. 41. Scanned Documents</li></ul>Store<br /><ul><li>Security
    42. 42. Compliance
    43. 43. Retention Policies
    44. 44. Records Management ( ERM )
    45. 45. Archival / Conversion / Compression</li></ul>Deliver<br /><ul><li>Search
    46. 46. Send to
    47. 47. Workflows (BPM )
    48. 48. e-Discovery
    49. 49. Intranet / Extranet
    50. 50. Business Intelligence</li></li></ul><li>ECM in SharePoint<br /><ul><li>Results of collaboration have to go somewhere
    51. 51. With WSS the ECM folks said it wasn’t even close
    52. 52. With MOSS we were getting closer, closer then even realized
    53. 53. With SharePoint 2010, SharePoint is now accepted as an ECM platform</li></li></ul><li>What was missing?<br /><ul><li>Scalability
    54. 54. Persistent links
    55. 55. Records management, archiving & retention policies
    56. 56. Strong metadata management
    57. 57. Comprehensive search
    58. 58. Granular security
    59. 59. Audit trail
    60. 60. Integration with line-of-business applications
    61. 61. Content Management Interoperability Services (CMIS)</li></li></ul><li>Problem of definitions<br />
    62. 62. DEMO<br />Stop Talking:<br />Show us<br />
    63. 63. ECM in SharePoint<br /><ul><li>Setting up
    64. 64. Created a living Governance Plan
    65. 65. Create a taxonomy
    66. 66. Setup Document ID service
    67. 67. Plan for eDiscovery
    68. 68. Setup content types and content type publishing
    69. 69. Setup retention schedules per your file plan
    70. 70. Determine what Folksonomy to use
    71. 71. Enable records management in-place or records center
    72. 72. Evaluate value of document sets
    73. 73. Enable content audits
    74. 74. All before a single document is uploaded</li></li></ul><li>What does the future hold<br /><ul><li>CMIS
    75. 75. More third party solutions around MMS
    76. 76. IT units and Business Units will speak the same language</li></li></ul><li>2011 ECM Best Practices<br /><ul><li>Start Today
    77. 77. Don’t neglect Governance and Planning
    78. 78. Engage the knowledge workers
    79. 79. Clean up share drives FIRST
    80. 80. Don’t foster bad habits ( workspaces, explorer view, etc.)
    81. 81. Eliminate catchall’s
    82. 82. Let be flexible what can be, regulate the rest</li></li></ul><li>Resources<br /><ul><li>ECM - www.aiim.org – Ask me for promotion code
    83. 83. ECM & SharePoint - http://www.aiim.org/Community/SharePoint
    84. 84. Records Management – www.arma.org
    85. 85. Recorded ECM Webinars – http://www.sharesquared.com/resources/
    86. 86. SharePoint Ready Taxonomies – http://blog.livinganalytics.com</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 />
    87. 87. Don’t Forget<br />SharePint!!<br />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!<br />Please complete your Speaker Evaluation and turn it in before you leave. Drop off at the Community table or at the Cafeteria before closing.<br />
    88. 88. Thanks to <br />Our Sponsors<br />

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