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SharePoint Meet ECM - SPS Houston

SharePoint Meet ECM - SPS Houston







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SharePoint Meet ECM - SPS Houston SharePoint Meet ECM - SPS Houston Presentation Transcript

  • WelcomeSharePoint ECM 0
  • Welcome to SharePoint Saturday Houston Thank you for being a part of the 3rdAnnual SharePoint Saturday for the greater Houston area!• Please turn off all electronic devices or set them to vibrate.• If you must take a phone call, please do so in the hall so as not to disturb others.• Thanks to our Title Sponsor: And our Platinum Sponsors: 1
  • Information• Speaker presentation slides will be available at SharePointSaturday.org/Houston within a week• Keep checking website for future events• The Houston SharePoint User Group at www.h-spug.org, will be having it’s May meeting Wednesday May 24th. Please be sure to join us!• Have a great day! 2
  • Why Chris? | @HoardingInfo • Product Manager @CloudShare • Knows Stuff about SharePoint • ECM Speaker and Author of Standards • Has Acronyms, on the Board of AIIM • I have a Chihuahua named “Bean” 3
  • Who is CloudShare?• On-Demand SharePoint Farms in the cloud• Non-Multi Tenant Full Server Access• Pre-Installed SharePoint & MS Stack• For Dev/Testing/POC/Demos and Training 4
  • Logistics• Define ECM• ECM in SharePoint• Talk the Talk• Demo• The Future 5
  • Words of Wisdom 6
  • Projects fail because of people, not technology 7
  • ECM is a methodology NOT a technology 8
  • If your migrating Shared Drives Your doing it WRONG! 9
  • If you don’t have a team Your doing it WRONG! 10
  • Folders are the new F*$# word 11
  • ECM• The term ECM is old but still exists• It’s the methodologies and process for capturing, storing, securing, and retrieving content.• It makes your Information professionals – Work suck a little less – Spend less time finding content more time using it – Keeps your organization’s content secure and relevant 12
  • ECM• Your 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 13
  • ECM in SharePoint• Create 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 14
  • ECM in SharePointMost of ECM in SharePoint is created outside of SharePoint 15
  • Talk the Talk SharePoint ECMManaged Meta-Data TaxonomyMMS, Rating, Keywords, Like It, Tagging FolksonomyDocument Sets Compound DocumentsContent Types Not synonymous with Document TypesInformation Management Policies Records Management 16
  • Talk the Talk• System of Record• System of Engagement• Information Architecture – Hierarchy• Records Management• Taxonomy – Functional – Regional – Time Based• eDiscovery 17
  • DEMO 18
  • What does the future hold• CMIS• SharePoint 15• Folders go away• Content on-boarding is no longer the problem 19
  • Tips• Run out of this meeting and START NOW• Always think about v.Next• Governance, Do it, It’s not what you think• Pre-Mortem• Don’t Tell, SHOW!• Make friends | Crowd Source• Don’t foster bad habits ( workspaces, explorer view)• Out-of-the box as much as possible• Don’t look for cookie cutter implementations 20
  • ResourcesECM & SharePoint: http://www.aiim.org/Community/SharePointRecords Management: www.arma.orgReady Taxonomies: http://www.hoardinginformation.com 21
  • Call Me!• Chris@CloudShare.com• @HoardingInfo 22
  • Thanks to all our Sponsors 23