©2013 RecordPoint Software. All rights reserved.
Making Records
Management Possible
with SharePoint
Presenter: Joshua Haeb...
©2013 RecordPoint Software. All rights reserved.
The Balance of Power
for Records has
Changed …
©2013 RecordPoint Software. All rights reserved.
Users are in control
©2013 RecordPoint Software. All rights reserved.
In the new world
it’s all about Me...
©2013 RecordPoint Software. All rights reserved.
Technology and standards
for compliance is rapidly
evolving at a rate you...
©2013 RecordPoint Software. All rights reserved.
©2013 RecordPoint Software. All rights reserved.
You already have the
basic tools to solve
this problem …
©2013 RecordPoint Software. All rights reserved.
©2013 RecordPoint Software. All rights reserved.
SHAREPOINT
SharePoint
OFFICE
2013
©2013 RecordPoint Software. All rights reserved.
MANAGING MILLIONS
OF RECORDS
Our Customers
©2013 RecordPoint Software. All rights reserved.
The Solution
How RecordPoint works in your platform today
©2013 RecordPoint Software. All rights reserved.
The Solution
Project Server
RECORDS ECOSYSTEM
USER SERVER SYSTEM RECORDS ...
©2013 RecordPoint Software. All rights reserved.
SINGLE INSTANCE
RECORDS DASHBOARD
REPORTING SERVICES
DISCOVERABILITY
CONT...
©2013 RecordPoint Software. All rights reserved.
We don‟t mess with your world
YOUR END USER
WORLD AS IS
No Records Knowle...
©2013 RecordPoint Software. All rights reserved.
The Rules Engine
RESENTENCE
ON HOLD
TRANSFER
DISPOSE
ARCHIV
E
©2013 RecordPoint Software. All rights reserved.
Benefits of RecordPoint
MS PLATFORM
LOCAL COMPLIANCE SCALABILITYON-PREM, ...
©2013 RecordPoint Software. All rights reserved.
TCO
Workstation
Workstation
TCO
©2013 RecordPoint Software. All rights reserved.
[PE
RCE
NTA
GE]
88% RECORDS FUNCTIONALITY (ICA STANDARDS) AVAILABLE IN SH...
©2013 RecordPoint Software. All rights reserved.
Useable Records
BUSINESS PROCESSES
RECORDS SYSTEM
RULES
BUSINESS USER VIE...
©2013 RecordPoint Software. All rights reserved.
Any Device
©2013 RecordPoint Software. All rights reserved.
Cloud & Other Deployment
Options
CLOUD HYBRID ON PREMISE
Data
Data
WINDOW...
©2013 RecordPoint Software. All rights reserved.
Scalability
In Place or Hybrid RecordPoint
RecordPoint Managed Content
SI...
©2013 RecordPoint Software. All rights reserved.
Managing your records at scale
SHAREPOINT FARM
RECORDPOINT CONFIGURATION
...
©2013 RecordPoint Software. All rights reserved.
Partnerships
©2013 RecordPoint Software. All rights reserved.
RecordPoint Features
EMAIL RECORDS
PHYSICAL RECORDS DISCOVERABILITY
CONFI...
©2013 RecordPoint Software. All rights reserved.
Demo
Working with SharePoint/ Office 365/ Twitter and
BYOD
©2013 RecordPoint Software. All rights reserved.
Why me?
• Last decade building
documents and records
technology and wanti...
©2013 RecordPoint Software. All rights reserved.
The Balance of Power
for Records has
Changed …
©2013 RecordPoint Software. All rights reserved.
Users are in control
©2013 RecordPoint Software. All rights reserved.
Welcome to the
New World of the
Information “feed”!
©2013 RecordPoint Software. All rights reserved.
It’s all about Me...
©2013 RecordPoint Software. All rights reserved.
And it has already changed
Records Management forever.
The “feed” is alre...
©2013 RecordPoint Software. All rights reserved.
Users like it!
And you will too!
©2013 RecordPoint Software. All rights reserved.
But the
“feed” sounds scary!
©2013 RecordPoint Software. All rights reserved.
What is this?
©2013 RecordPoint Software. All rights reserved.
What if I did it this way?
©2013 RecordPoint Software. All rights reserved.
Maybe this helps?
©2013 RecordPoint Software. All rights reserved.
Is this a semi structured – “potential”
record
Unique Record Number
Title...
©2013 RecordPoint Software. All rights reserved.
Flow of the feed
©2013 RecordPoint Software. All rights reserved.
But those are
customer tools but I
don’t work that way
©2013 RecordPoint Software. All rights reserved.
What is this?
©2013 RecordPoint Software. All rights reserved.
What if I did it this way?
©2013 RecordPoint Software. All rights reserved.
Yes, it‟s SharePoint
©2013 RecordPoint Software. All rights reserved.
Flow of the feed inside your
organisation
©2013 RecordPoint Software. All rights reserved.
Demo
Posting to the Yammer feed – creates records!
©2013 RecordPoint Software. All rights reserved.
Using the feed does not challenge
RecordKeeping
[PE
RCE
NT
A…
88% RECORDS...
©2013 RecordPoint Software. All rights reserved.
Records Management tools must be
part of the “feed”
BUSINESS PROCESSES
RE...
©2013 RecordPoint Software. All rights reserved.
Summary
©2013 RecordPoint Software. All rights reserved.
©2013 RecordPoint Software. All rights reserved.
©2013 RecordPoint Software. All rights reserved.
©2013 RecordPoint Software. All rights reserved.
Closing Thoughts
• Make technology invisible - Remember, it‟s nothing spe...
©2013 RecordPoint Software. All rights reserved.
And Finally …
Source: xkcd,
http://xkcd.com/386/
©2013 RecordPoint Software. All rights reserved.
Q&A and Discussion
©2013 RecordPoint Software. All rights reserved.
REQUEST A DEMO PRESENTATION FEEDBACK CONTACT US
Do you have a question or...
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Records Managment Made Possible with SharePoint

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RecordPoint Road show Presentation 2012

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  • AWnew image
  • Move
  • Picture on board
  • Makes the most your existing investments in MS software, skills and infrastructureFamiliar interfaces Any deviceScalable One platformLeverages existing investment VersusBespoke interfacesDesktop centricDifficult to scaleMultiple platforms Expensive legacy technology
  • NOT FEATURESUser centricRecords for free (miles) Reporting services Email recordsDisposal wizardRecords dashboardDiscoverabilityPhysicall records Social recordsRules manager
  • Happy person picture behind text - animate
  • Happy IT guy picture behind text - animate
  • Scared person pic behind text - animate
  • Will social “acceptance” issues limit our ability to tap technology’s full potential?Make technology invisible - Remember, it’s nothing specialWhat about privacy, security and identity? Will consumers and businesses continue to trade privacy for a free lunch ?Embrace the new mediums but remember the principles you’ve learnt so farHow will concepts of corporate liability and personal responsibility evolve? Can enterprises and regulators keep up?Don’t let it paralyse progress - You may have to make your own judgementsWhat skills will be required to be fully economically productive?Get your heads “in the cloud”Think function not productAbove all, remember this is about the journey, not the destination...
  • Iso both VersNAA small NZPRAMoreq
  • Records Managment Made Possible with SharePoint

    1. 1. ©2013 RecordPoint Software. All rights reserved. Making Records Management Possible with SharePoint Presenter: Joshua Haebets Position: Sales & Partner Director
    2. 2. ©2013 RecordPoint Software. All rights reserved. The Balance of Power for Records has Changed …
    3. 3. ©2013 RecordPoint Software. All rights reserved. Users are in control
    4. 4. ©2013 RecordPoint Software. All rights reserved. In the new world it’s all about Me...
    5. 5. ©2013 RecordPoint Software. All rights reserved. Technology and standards for compliance is rapidly evolving at a rate your systems no longer support
    6. 6. ©2013 RecordPoint Software. All rights reserved.
    7. 7. ©2013 RecordPoint Software. All rights reserved. You already have the basic tools to solve this problem …
    8. 8. ©2013 RecordPoint Software. All rights reserved.
    9. 9. ©2013 RecordPoint Software. All rights reserved. SHAREPOINT SharePoint OFFICE 2013
    10. 10. ©2013 RecordPoint Software. All rights reserved. MANAGING MILLIONS OF RECORDS Our Customers
    11. 11. ©2013 RecordPoint Software. All rights reserved. The Solution How RecordPoint works in your platform today
    12. 12. ©2013 RecordPoint Software. All rights reserved. The Solution Project Server RECORDS ECOSYSTEM USER SERVER SYSTEM RECORDS SYSTEM
    13. 13. ©2013 RecordPoint Software. All rights reserved. SINGLE INSTANCE RECORDS DASHBOARD REPORTING SERVICES DISCOVERABILITY CONTROL CONTEXT COMPLIANCE DISPOSAL WIZARD PHYSICAL RECORDSRULES MANAGER SOCIAL RECORDS EMAIL RECORDS The Solution
    14. 14. ©2013 RecordPoint Software. All rights reserved. We don‟t mess with your world YOUR END USER WORLD AS IS No Records Knowledge required No Complex Classifications Automate Records Submission RECORDS SYSTEM CONTROL Manage Rules Manage Records Processes Manage Reporting RULES ENGINE
    15. 15. ©2013 RecordPoint Software. All rights reserved. The Rules Engine RESENTENCE ON HOLD TRANSFER DISPOSE ARCHIV E
    16. 16. ©2013 RecordPoint Software. All rights reserved. Benefits of RecordPoint MS PLATFORM LOCAL COMPLIANCE SCALABILITYON-PREM, HYBRID or CLOUD USER CENTRIC ANY DEVICE PARTNERSHIPS BUILT ON OPEN STANDARDS TCO
    17. 17. ©2013 RecordPoint Software. All rights reserved. TCO Workstation Workstation TCO
    18. 18. ©2013 RecordPoint Software. All rights reserved. [PE RCE NTA GE] 88% RECORDS FUNCTIONALITY (ICA STANDARDS) AVAILABLE IN SHAREPOINT RECORDPOINT PLATFORM ISO 16175 COMPLIANT VERS CERTIFIED PUBLIC RECORDS OFFICE VICTORIA AU & NZ RECORDS STANDARD COMPLIANT NATIONAL ARCHIVES ACT PUBLIC RECORDS ACT 2005 Local Standards Compliant
    19. 19. ©2013 RecordPoint Software. All rights reserved. Useable Records BUSINESS PROCESSES RECORDS SYSTEM RULES BUSINESS USER VIEW RECORDS MANAGEMENT VIEW
    20. 20. ©2013 RecordPoint Software. All rights reserved. Any Device
    21. 21. ©2013 RecordPoint Software. All rights reserved. Cloud & Other Deployment Options CLOUD HYBRID ON PREMISE Data Data WINDOWS AZURE RECORDPOINT ONLINE Data Data SHAREPOINT WINDOWS AZURE RECORDPOINT ONLINE OFFICE 365 SHAREPOINT ONLINE OFFICE 365 SHAREPOINT ONLINE
    22. 22. ©2013 RecordPoint Software. All rights reserved. Scalability In Place or Hybrid RecordPoint RecordPoint Managed Content SITE IN PLACE DISPOSED ARCHIVED ARCHIVED PERMALINK S PHYSICAL RECORDS RULES/ CLASSIFICATIO NS
    23. 23. ©2013 RecordPoint Software. All rights reserved. Managing your records at scale SHAREPOINT FARM RECORDPOINT CONFIGURATION (SITE COLLECTION) SEARCH
    24. 24. ©2013 RecordPoint Software. All rights reserved. Partnerships
    25. 25. ©2013 RecordPoint Software. All rights reserved. RecordPoint Features EMAIL RECORDS PHYSICAL RECORDS DISCOVERABILITY CONFIGURABILITYSOCIAL RECORDS RECORDS DASHBOARD REPORTING SERVICES RULES MANAGER DISPOSAL WIZARD
    26. 26. ©2013 RecordPoint Software. All rights reserved. Demo Working with SharePoint/ Office 365/ Twitter and BYOD
    27. 27. ©2013 RecordPoint Software. All rights reserved. Why me? • Last decade building documents and records technology and wanting to make it disappear... • Enterprise Collaborator • Technology Alchemist (wannabe)
    28. 28. ©2013 RecordPoint Software. All rights reserved. The Balance of Power for Records has Changed …
    29. 29. ©2013 RecordPoint Software. All rights reserved. Users are in control
    30. 30. ©2013 RecordPoint Software. All rights reserved. Welcome to the New World of the Information “feed”!
    31. 31. ©2013 RecordPoint Software. All rights reserved. It’s all about Me...
    32. 32. ©2013 RecordPoint Software. All rights reserved. And it has already changed Records Management forever. The “feed” is already here!
    33. 33. ©2013 RecordPoint Software. All rights reserved. Users like it! And you will too!
    34. 34. ©2013 RecordPoint Software. All rights reserved. But the “feed” sounds scary!
    35. 35. ©2013 RecordPoint Software. All rights reserved. What is this?
    36. 36. ©2013 RecordPoint Software. All rights reserved. What if I did it this way?
    37. 37. ©2013 RecordPoint Software. All rights reserved. Maybe this helps?
    38. 38. ©2013 RecordPoint Software. All rights reserved. Is this a semi structured – “potential” record Unique Record Number Title Description and References Publication Date
    39. 39. ©2013 RecordPoint Software. All rights reserved. Flow of the feed
    40. 40. ©2013 RecordPoint Software. All rights reserved. But those are customer tools but I don’t work that way
    41. 41. ©2013 RecordPoint Software. All rights reserved. What is this?
    42. 42. ©2013 RecordPoint Software. All rights reserved. What if I did it this way?
    43. 43. ©2013 RecordPoint Software. All rights reserved. Yes, it‟s SharePoint
    44. 44. ©2013 RecordPoint Software. All rights reserved. Flow of the feed inside your organisation
    45. 45. ©2013 RecordPoint Software. All rights reserved. Demo Posting to the Yammer feed – creates records!
    46. 46. ©2013 RecordPoint Software. All rights reserved. Using the feed does not challenge RecordKeeping [PE RCE NT A… 88% RECORDS FUNCTIONALITY (ICA STANDARDS) AVAILABLE IN SHAREPOINT VERS CERTIFIED PUBLIC RECORDS OFFICE VICTORIA RECORDPOINT PLATFORM ISO 16175 COMPLIANT AU & NZ RECORDS STANDARD COMPLIANT NATIONAL ARCHIVES ACT PUBLIC RECORDS ACT 2005 Even with the “feed” paradigm Record Keeping remains as is!
    47. 47. ©2013 RecordPoint Software. All rights reserved. Records Management tools must be part of the “feed” BUSINESS PROCESSES RECORDS SYSTEM RULES BUSINESS USER VIEW RECORDS MANAGEMENT VIEW
    48. 48. ©2013 RecordPoint Software. All rights reserved. Summary
    49. 49. ©2013 RecordPoint Software. All rights reserved.
    50. 50. ©2013 RecordPoint Software. All rights reserved.
    51. 51. ©2013 RecordPoint Software. All rights reserved.
    52. 52. ©2013 RecordPoint Software. All rights reserved. Closing Thoughts • Make technology invisible - Remember, it‟s nothing special • Your existing systems and process need to be still occur – and they can! • Embrace the new mediums but remember the existing principles still apply (i.e. we are not throwing out the learnings so far) • email is just another feed with flow • Avoid evolving legislation paralysing progress • Get your heads “in the cloud” • Your software needs to understand and be part of the „feed‟ Above all, remember this is about the journey, not the destination...
    53. 53. ©2013 RecordPoint Software. All rights reserved. And Finally … Source: xkcd, http://xkcd.com/386/
    54. 54. ©2013 RecordPoint Software. All rights reserved. Q&A and Discussion
    55. 55. ©2013 RecordPoint Software. All rights reserved. REQUEST A DEMO PRESENTATION FEEDBACK CONTACT US Do you have a question or feedback you‟d like to share? We‟d love to hear from you. Please select from one of our links. Joshua Haebets email: joshua.haebets@recordpoint.com.au Web: http://www.recordpoint.com.au

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