integrating MOSS
with your ECM/ERM
application
by Russell Stalters
Director, Information & Records, BP

you want to
make informed
decisions
to best
exploit SharePoint

understand
three of
your options
and choose
wisely

option 1: use SharePoint
with a traditional ECM solution

Scalable Document Repositories
Enable Check-in,
Check-out and
Versioning

enhanced document management

records are
transferred into &
managed by ECM solution

Search Across the Enterprise
Tabbed User
Interface
Alerts
Query Hit
Highlighting
Query Correction

option 2: use SharePoint
with an ERM solution

option 3: use SharePoint
with the DoD 5015.2 resource kit

records center resource kit features
 file plan builder
 closing of records folders
 vital record review
 folder holds
 enhanced multi-cycle disposition
 access control columns
 records relationships

File Plan Builder

Folder Closing

Vital Records Review Cycle

Folder Holds

Enhanced Disposition

one last
thing before
we finish up

built-in business intelligence
capabilities & Excel services

integrated workflow

web based InfoPath capability

business data catalogue (BDC)
supports surfacing external
business data

some MOSS
secrets

the power of content types

the power of custom field types

you want to
make informed
decisions
to best
exploit SharePoint

understand
three of
your options
and choose
wisely

Q&A
BetterECM.wordpress.com