SlideShare a Scribd company logo
1 of 1
Step
4
Document
Management
Framework
Prioritization will involve identifying what departments
are ready and willing to use SharePoint and the
Document Libraries to support collaboration.
Champions and case examples will borrow from early
adopters to improve the roadmap.
Prioritization
Step
3
Step
2
Step
1
Step
5
Step
6
Training and onboarding the department will leverage
pilots that emphasize the minimum viable features,
applications, and tools needed to collaborate and
manage assets effectively. Future phases can
emphasize design and implementation of additional
features, supporting a proactive approach to risk and
process management.
Training, Change, & Onboarding
Preparation will include identifying and validating
enterprise metadata standards, document
management workflow roles & best practices, and
updating policies, procedures, and training roadmaps.
Preparation
Designing and implementing a document
management framework will require a thoughtful,
learning, and adaptive approach.
The department will also need to identify what
objects to migrate, which objects will remain in
xDrives, and who will map the new library
architecture and metadata standards to
migrated objects.
Migration & Ownership
Mapping & Design
The department will need to validate its future state
document library structure, metadata standards,
sensitivity and retention labels, site/ asset architecture,
and active directory roles and permissions. The
department will need to identify regulatory and policy
requirements.
Best practices will be reinforced through
training, coaching, auditing, reviews, reporting,
and localized governance.
Reinforcement
Innovate Vancouver

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Document Migration Roadmap - Innovate Vancouver.pdf

  • 1. Step 4 Document Management Framework Prioritization will involve identifying what departments are ready and willing to use SharePoint and the Document Libraries to support collaboration. Champions and case examples will borrow from early adopters to improve the roadmap. Prioritization Step 3 Step 2 Step 1 Step 5 Step 6 Training and onboarding the department will leverage pilots that emphasize the minimum viable features, applications, and tools needed to collaborate and manage assets effectively. Future phases can emphasize design and implementation of additional features, supporting a proactive approach to risk and process management. Training, Change, & Onboarding Preparation will include identifying and validating enterprise metadata standards, document management workflow roles & best practices, and updating policies, procedures, and training roadmaps. Preparation Designing and implementing a document management framework will require a thoughtful, learning, and adaptive approach. The department will also need to identify what objects to migrate, which objects will remain in xDrives, and who will map the new library architecture and metadata standards to migrated objects. Migration & Ownership Mapping & Design The department will need to validate its future state document library structure, metadata standards, sensitivity and retention labels, site/ asset architecture, and active directory roles and permissions. The department will need to identify regulatory and policy requirements. Best practices will be reinforced through training, coaching, auditing, reviews, reporting, and localized governance. Reinforcement Innovate Vancouver