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SharePoint Meet ECM - SPSLA 2012
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SharePoint Meet ECM - SPSLA 2012


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My 2012 SPS version of SharePoint Meet ECM. The key to success with SharePoint and ECM is planning, planning, planning. Before you even touch SharePoint you should have a complete plan. This …

My 2012 SPS version of SharePoint Meet ECM. The key to success with SharePoint and ECM is planning, planning, planning. Before you even touch SharePoint you should have a complete plan. This involves people, and teams.

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  • CMISCan Kodak help lead the way?Does Microsoft care?
  • Transcript

    • 1. SharePoint ECM Chris Riley, ECMp, IOAp, v-TSP Product Manager / Evangelist CloudShare, Inc. @HoardingInfo
    • 2. Why Chris?• Knows Some Stuff about SharePoint• ECM Speaker and Author of Standards• Has Acronyms, on the Board of AIIM
    • 3. Who is CloudShare?• On-Demand SharePoint Farms in the cloud• Not-Multi Tenant Full Server Access• Pre-Installed SharePoint• For Dev/Testing/POC/Demos and Training
    • 4. Logistics• Define ECM• ECM in SharePoint• Talk the Talk• Demo• The Future
    • 5. ECM is a methodology NOT a technology
    • 6. If your migrating Shared Drives Your doing it WRONG!
    • 7. Folders are the new F*$# word
    • 8. ECM• The term ECM is now OLD• 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
    • 9. 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
    • 10. 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
    • 11. ECM in SharePoint Most of ECM in SharePoint is created outside of SharePoint
    • 12. 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
    • 13. Talk the Talk• System of Record• System of Engagement• Information Architecture – Hierarchy• Records Management• Taxonomy – Functional – Regional• eDiscovery
    • 14. DEMO
    • 15. What does the future hold• CMIS• SharePoint 15• Folders go away• A Focus on retrieval
    • 16. Tips• Start Today• Don’t neglect Governance and Planning• Explain the value• Make friends• Crowd Source• Don’t foster bad habits ( workspaces, explorer view)• Let be flexible what can be, regulate the rest• Out-of-the box as much as possible• Don’t look for cookie cutter implementations
    • 17. Resources• ECM & SharePoint -• Records Management –• Ready Taxonomies –
    • 18. Call Me!•• @HoardingInfo
    • 19. We want your feedback! Use this QR code or visit: Silver Sponsors:
    • 20. Victory Lap- social event"SharePoint Victory Lap" Social Event for SPSLA will be at: 5:30pm to 8pm at Di Piazzas (5205 E. Pacific Coast Hwy, 90804)