Successfully reported this slideshow.
We use your LinkedIn profile and activity data to personalize ads and to show you more relevant ads. You can change your ad preferences anytime.

SPSJHB2012 19 May Tracy van der Schyff


Published on

Presentation for SharePoint Saturday JHB in May 2012 - about ISO / Compliance - how to take the "fear" out of it and do it easier.

Information Management using ISO Principles

Published in: Technology
  • Be the first to comment

  • Be the first to like this

SPSJHB2012 19 May Tracy van der Schyff

  1. 1. Index: Fear Busters Integrated Management Systems Compliance Matrix ISO 9001 as Foundation Planning & Deliverables Tips & Questions
  2. 2. Fear Busters:
  3. 3. Fear Buster 1:ISO Examples of Standards Institutes & Organizations ANSI - American National Standards Institute API - American Petroleum Institute• "ISO", derived from the Greek isos, meaning ASHRAE - American Society of Heating, Refrigerating and Air-Conditioning Engineers ASME - American Society of Mechanical Engineers "equal". ASPE - American Society of Plumbing Engineers ASTM - Sections and Volumes• It’s a network of the national standards. ASTM International BSi - British Standards institute• A standard is any norm, convention or CEN - The European Committee for Standardization DIN - Deutsches Institut für Normung requirement. ETSI European Telecommunications Standards Institute ISO - International Organization for Standardization JIS - Japanese Industrial Standards NACE International NEMA - National Electrical Manufacturers Association NFPA - National Fire Protection Association NIST - National Institute of Standards and Technology South African Bureau of Standards (SABS)BUSTED SMACNA - Sheet Metal and Air Conditioning Contractors National Association Transnational and Continental Standards Organizations
  4. 4. Fear Buster 2:Information Management Collection and management of information from one or more sources and the distribution of that information to one or more audiences.BUSTED
  5. 5. Fear Buster 3:Management Systems A management system is the framework of processes and procedures used to ensure that an organization can fulfil all tasks required. Includes accountability and a schedule for activities, as well as auditing tools to implement corrective actions, leading to continuous improvements.BUSTED
  6. 6. Fear Buster 4:Taxonomy Taxonomy is the science of identifying and naming species, and arranging them into a classification. In SharePoint it allows you to control how information is defined, searched, found and reported.BUSTED
  7. 7. Fear Buster 5:Governance Governance relates to decisions that define expectations, grant power, or verify performance. It consists of either a separate process or part of management or leadership processes. These processes and systems are typically administered by a government.BUSTED
  8. 8. Fear Buster 6:Integrated Management System An integrated management system (IMS) combines all related components of a business into one system for easier management and operations. Quality Environmental and Safety management systems are often combined and managed as an IMS.BUSTED
  9. 9. Integrated Management Systems:
  10. 10. Compliance Matrix:•x
  11. 11. ISO 9001 as foundation: Quality Standard Systemic orientation Applies to all business types & size Used to control and improve the quality of your products and services
  12. 12. Where do we go wrong?Pervasive approach - WRONG Defines a goal Straight a tactical line to get there Ignore or run-over any intervening or obstructing variablesSystemic thinking - CORRECT Looks at human systems holistically Understands change and impact within a system
  13. 13. ISO 9001 reading matter: More about: 9001.htm Definitions: Guidelines: ISO 9001 process-based QMS development plan
  14. 14. Planning: Determine which standards applies to your company Use ISO 9001 as a foundation for your new management system Determine Taxonomy, Governance & naming conventions (according to process & company’s organizational structure)
  15. 15. Planning -System deliverables: Develop Document Implement Maintain Monitor Measure Analyse Control Improve
  16. 16. Deliverables 1, 2 & 3:Develop & document:  Manual ProcessImplement:  Metadata / site columns  Document Libraries  Views  Upload controlled company documents  (Policies, Procedures, Forms & Templates, Work Instructions etc.)
  17. 17. Deliverables 4 & 5:Maintain:  Assign responsibilities – metadata  Permissions – read / contribution  Version controlMonitor:  Alerts  Views / reports – aging & usage  Archiving
  18. 18. Deliverables 6 & 7:Measure & Analyse: BI tools - Microsoft Excel and PowerPivot Add- in, Excel Services, PerformancePoint Services, Visio Services, and Reporting Services and Report Builder.
  19. 19. Deliverables 8 & 9:Control: Permissions, alerts, version control, unique document numbering Content approval / workflows / check in/outImprove: Usage reports & review of system, surveys & feedback
  20. 20. C
  21. 21. Tips: Fit everything into processes If it doesn’t fit into a process – it doesn’t belong in a management system (My Sites?) Build consolidated libraries as far as possible
  22. 22. Tips: Use metadata to separate views & disciplines where necessary Use defined processes as GUI’s Make it fun and interesting
  23. 23. Tips:Metadata in libraries:
  24. 24. Tips -Metadata as matrices:
  25. 25. Steve Jobs
  26. 26. Tips -Dashboards for MWS
  27. 27. Tips -Use mascots for familiarity
  28. 28. Output >} Automatic Reporting / Dashboards / Graphical User Interfaces} Input > utilizing the system to it’s full potential}Infrastructure > Good server Strong foundation DRP / Backups
  29. 29. Questions? ?