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Maggie Swearingen
• Sr. Manager at Protiviti
• Information Architect
• Using SharePoint for 5 years
• Specialize in user adoption,
taxonomy ...
The Next 75 Minutes
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Document
Management
ECM
But, What is Document Management?
Business Case
Search
We aren’t getting rid of our shared drives– but we want to
begin the process of moving content to team sites in
SharePoint...
Identify Content
Discover Analyze Refine Implement
Discover
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Department Document Needs Assessment
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Analyze
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Refine
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
Implement
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Document Management Maturity Model
Simple
Functional
Sophisticated
Mature
Simple
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Functional
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Sophisticated
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Document Sets
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Document Centers
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Mature
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Retention Policies
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The Great Debate
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http://technet.microsoft.com/en-us/library/ee424394(v=office.15).aspx
What is e-Discovery?
E-discovery Food for Thought
Optimize
CONTINUOUS IMPROVEMENT
Continuously improving the eDiscovery
Optional (Additional En...
A Word About Governance
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Roles & Responsibilities
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Content Review Policies
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Information Architecture Policies
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Isthisa
collaboration
library?
Areweusing
Check-in/Out
Isitan‘archive’?
Areweusing
contenttype
syndicationto
matcharchived...
So Where Have We Been?
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Thanks to our sponsors!
Connect. Collaborate. Share.
Toronto SharePoint Users Group
http://www.meetup.com/TorontoSPUG/
Toronto SharePoint Business...
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Document management spstoronto
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Document management spstoronto

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Determine where your organization fits on the document management maturity model.

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Document management spstoronto

  1. 1. Maggie Swearingen
  2. 2. • Sr. Manager at Protiviti • Information Architect • Using SharePoint for 5 years • Specialize in user adoption, taxonomy planning and governance • Terrible weakness for tabloid magazines Linkedin.com/in/mswearingen @mswearingen
  3. 3. The Next 75 Minutes    
  4. 4. Document Management ECM
  5. 5. But, What is Document Management?
  6. 6. Business Case Search
  7. 7. We aren’t getting rid of our shared drives– but we want to begin the process of moving content to team sites in SharePoint. How do we even start?
  8. 8. Identify Content Discover Analyze Refine Implement
  9. 9. Discover  
  10. 10. Department Document Needs Assessment     
  11. 11. Analyze       
  12. 12. Refine   
  13. 13. Implement   
  14. 14. Document Management Maturity Model Simple Functional Sophisticated Mature
  15. 15. Simple    
  16. 16. Functional    
  17. 17. Sophisticated     
  18. 18. Document Sets     
  19. 19. Document Centers  
  20. 20. Mature     
  21. 21. Retention Policies  
  22. 22. The Great Debate         http://technet.microsoft.com/en-us/library/ee424394(v=office.15).aspx
  23. 23. What is e-Discovery?
  24. 24. E-discovery Food for Thought Optimize CONTINUOUS IMPROVEMENT Continuously improving the eDiscovery Optional (Additional Enhancements) Execute Process eDiscovery Run the eDiscovery Queries Finalized eDiscovery Prototype • Build out the cases • Add sources and ensure proper searching • Create a security group for eDiscovery managers • Grant permissions accordingly • Run queries • Export content in a format that is compatible with the Electronic Discovery Reference Model standard. • Close the case • Dashboard Summary of findings Configure eDiscovery Setup Configure SharePoint based on Plan Plan Document Outline goals, configuration parameters and sources Completed eDiscovery Readiness Worksheet • Discovery Interviews • Documented Plan (Number of case needed, naming convention for cases, identification of sources, communication plans, defining permissions for managing a case, defining guidelines for creating queries, procedures for retaining and closing cases) Discovery Understand of Needs Interviews with stakeholders eDiscoveryProcess
  25. 25. A Word About Governance   
  26. 26. Roles & Responsibilities   
  27. 27. Content Review Policies        
  28. 28. Information Architecture Policies      
  29. 29. Isthisa collaboration library? Areweusing Check-in/Out Isitan‘archive’? Areweusing contenttype syndicationto matcharchived contentwithlive content? WhyNot? Areweusing versioning? Arethesecontent typesenabledin multiple sites/libraries? Arewe usingthem for workflows? Thenwhyare youbothering with syndication? Areweusingthemfor retentionpolicies?
  30. 30. So Where Have We Been?     
  31. 31. Thanks to our sponsors!
  32. 32. Connect. Collaborate. Share. Toronto SharePoint Users Group http://www.meetup.com/TorontoSPUG/ Toronto SharePoint Business Users Group http://www.meetup.com/TSPBUG/ SharePoint Saturday Toronto http://spbuzz.it/spstoyam
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  34. 34.     

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