Implementing SharePoint 2013 ECMSolutionsRobert Bogue(317) 572-5310Shepherd@SharePointShepherd.com
…the PowerPoint template
Please thank our sponsors!
Please thank our sponsors!
Please thank our sponsors!
Please thank our sponsors!
 @SPS_ATL #SPSATL speaker sponsorSession Prizes1 4 $25 gift cards2 4 $25 gift cards3 4 $25 gift cards4 4 $25 gift cards...
Be sure to include personalcontact details, email address,Twitter handles, LinkedIndetails, etc. Put these details inBOTH...
Join us for SharePint• Meehan’s – 200 Peachtree Street• Right after the event ends• First drink is on B2B Technologies
SharePint Directions
Agenda• SharePoint as an ECMSystem in 2010• ECM Perspectives• 2013 Ease of UseFeatures• 2013 RecordsManagement Features• N...
SharePoint as an ECM System
SharePoint 2010 ECMFeatures• Versioning– Major/Minor Versions– Check Out/In– Approval– Version Trimming• Client– Multiple ...
ECM Aspect ImportanceOne Man Band Small Business Medium Business Enterprise Global EnterpriseEase of UseScalabilityRecords...
Ease of Use
Drag and Drop Upload• HTML 5 Based• Still limited formaximum numberof files• Cross-browserSupport
Bulk Metadata (Quick) Edit• Replaces AccessActiveX Controlwith HTML 5based editing• Improve bulkmetadata entryperformance
SkyDrive Pro• “Drop Box”-likefunctionality forfile sharing• Built on top ofSharePointWorkspace• Synchronization offiles bu...
Records Management
eDiscovery• Unified place tomanage discoveryfor– SharePoint– Exchange– Lync• In-Place holds canbe edited
Electronic Discovery ReferenceModel• StandardeDiscovery Export• Provides amechanism forcommunicatingdiscovered itemsto cou...
Navigation and Search
Managed (Metadata) Navigation• Based onManagedMetadata• Allows forPolyhierarchy• Can be pointed tostatic pages or tocatego...
Search Results Display• IndividualTemplates definesearch resultblock• HTML template –not XSLT
Search Query Rules• Transform thequery• Change resultsranking• Add promotedresult (best bet)
Is SharePoint theRight Platform?
Flexible Access
Metadata Entry
Questionsand AnswersRobert L. BogueRob.Bogue@ThorProjects.com
Implementing SharePoint 2013 ECM Solutions
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Implementing SharePoint 2013 ECM Solutions

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Implementing SharePoint 2013 ECM Solutions as presented to SharePoint Saturday Atlanta 2013

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Implementing SharePoint 2013 ECM Solutions

  1. 1. Implementing SharePoint 2013 ECMSolutionsRobert Bogue(317) 572-5310Shepherd@SharePointShepherd.com
  2. 2. …the PowerPoint template
  3. 3. Please thank our sponsors!
  4. 4. Please thank our sponsors!
  5. 5. Please thank our sponsors!
  6. 6. Please thank our sponsors!
  7. 7.  @SPS_ATL #SPSATL speaker sponsorSession Prizes1 4 $25 gift cards2 4 $25 gift cards3 4 $25 gift cards4 4 $25 gift cards5 4 $25 gift cards
  8. 8. Be sure to include personalcontact details, email address,Twitter handles, LinkedIndetails, etc. Put these details inBOTH the front and back ofyour presentationsAsk attendees to mention youonTwitter using the hashtag#SPSATLDon’t forget to remindeveryone to scan the QRcode and fill out the sessionsurvey for a chance at a prizeTalk AboutYourself!Fill out surveysfor big prizesSCAN QRCODES
  9. 9. Join us for SharePint• Meehan’s – 200 Peachtree Street• Right after the event ends• First drink is on B2B Technologies
  10. 10. SharePint Directions
  11. 11. Agenda• SharePoint as an ECMSystem in 2010• ECM Perspectives• 2013 Ease of UseFeatures• 2013 RecordsManagement Features• Navigation and Search• Is SharePoint 2013 theright ECM platform?
  12. 12. SharePoint as an ECM System
  13. 13. SharePoint 2010 ECMFeatures• Versioning– Major/Minor Versions– Check Out/In– Approval– Version Trimming• Client– Multiple File Upload– WebDAV– SharePoint Workspace– Outlook– Access• Forms– Property Promotion– Client-based– Browser-based• Workflow• Reporting• Data– Site Columns– Terms Sets– Content Types– Enterprise Content Types– Location Default Values– Business Connectivity Services– Field Validation– Row Validation• Records– Content Organizer– Records Center– In-Place Holds– Document IDs• Security– Granular Security– Audit Trail
  14. 14. ECM Aspect ImportanceOne Man Band Small Business Medium Business Enterprise Global EnterpriseEase of UseScalabilityRecords ManagementSearchSocialIntegration (Client)Integration (Server)
  15. 15. Ease of Use
  16. 16. Drag and Drop Upload• HTML 5 Based• Still limited formaximum numberof files• Cross-browserSupport
  17. 17. Bulk Metadata (Quick) Edit• Replaces AccessActiveX Controlwith HTML 5based editing• Improve bulkmetadata entryperformance
  18. 18. SkyDrive Pro• “Drop Box”-likefunctionality forfile sharing• Built on top ofSharePointWorkspace• Synchronization offiles but not ofmetadata
  19. 19. Records Management
  20. 20. eDiscovery• Unified place tomanage discoveryfor– SharePoint– Exchange– Lync• In-Place holds canbe edited
  21. 21. Electronic Discovery ReferenceModel• StandardeDiscovery Export• Provides amechanism forcommunicatingdiscovered itemsto council
  22. 22. Navigation and Search
  23. 23. Managed (Metadata) Navigation• Based onManagedMetadata• Allows forPolyhierarchy• Can be pointed tostatic pages or tocategory pages
  24. 24. Search Results Display• IndividualTemplates definesearch resultblock• HTML template –not XSLT
  25. 25. Search Query Rules• Transform thequery• Change resultsranking• Add promotedresult (best bet)
  26. 26. Is SharePoint theRight Platform?
  27. 27. Flexible Access
  28. 28. Metadata Entry
  29. 29. Questionsand AnswersRobert L. BogueRob.Bogue@ThorProjects.com
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