SharePoint Meet ECM - SPSLA 2012


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My 2012 SPS version of SharePoint Meet ECM. The key to success with SharePoint and ECM is planning, planning, planning. Before you even touch SharePoint you should have a complete plan. This involves people, and teams.

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  • CMISCan Kodak help lead the way?Does Microsoft care?
  • SharePoint Meet ECM - SPSLA 2012

    1. 1. SharePoint ECM Chris Riley, ECMp, IOAp, v-TSP Product Manager / Evangelist CloudShare, Inc. @HoardingInfo
    2. 2. Why Chris?• Knows Some Stuff about SharePoint• ECM Speaker and Author of Standards• Has Acronyms, on the Board of AIIM
    3. 3. Who is CloudShare?• On-Demand SharePoint Farms in the cloud• Not-Multi Tenant Full Server Access• Pre-Installed SharePoint• For Dev/Testing/POC/Demos and Training
    4. 4. Logistics• Define ECM• ECM in SharePoint• Talk the Talk• Demo• The Future
    5. 5. ECM is a methodology NOT a technology
    6. 6. If your migrating Shared Drives Your doing it WRONG!
    7. 7. Folders are the new F*$# word
    8. 8. ECM• The term ECM is now OLD• It’s the methodologies and process for capturing, storing, securing, and retrieving content.• It makes your Information professionals – Work suck a little less – Spend less time finding content more time using it – Keeps your organization’s content secure and relevant
    9. 9. ECM• Your knowledge workers don’t pay attention to how they do what they do• Your content managers don’t speak your language, and you don’t speak theirs
    10. 10. ECM in SharePoint• Create a living Governance Plan• Create a taxonomy• Setup Document ID service• Plan for eDiscovery• Setup content types and content type publishing• Setup retention schedules per your file plan• Determine what Folksonomy to use• Enable records management in-place or records center• Evaluate value of document sets• Enable content audits• All before a single document is uploaded
    11. 11. ECM in SharePoint Most of ECM in SharePoint is created outside of SharePoint
    12. 12. Talk the Talk SharePoint ECMManaged Meta-Data TaxonomyRating, Keywords, Like It, Tagging FolksonomyDocument Sets Compound DocumentsContent Types Meta-data containers not Document TypesInformation Management Policies Records Management
    13. 13. Talk the Talk• System of Record• System of Engagement• Information Architecture – Hierarchy• Records Management• Taxonomy – Functional – Regional• eDiscovery
    14. 14. DEMO
    15. 15. What does the future hold• CMIS• SharePoint 15• Folders go away• A Focus on retrieval
    16. 16. Tips• Start Today• Don’t neglect Governance and Planning• Explain the value• Make friends• Crowd Source• Don’t foster bad habits ( workspaces, explorer view)• Let be flexible what can be, regulate the rest• Out-of-the box as much as possible• Don’t look for cookie cutter implementations
    17. 17. Resources• ECM & SharePoint -• Records Management –• Ready Taxonomies –
    18. 18. Call Me!•• @HoardingInfo
    19. 19. We want your feedback! Use this QR code or visit: Silver Sponsors:
    20. 20. Victory Lap- social event"SharePoint Victory Lap" Social Event for SPSLA will be at: 5:30pm to 8pm at Di Piazzas (5205 E. Pacific Coast Hwy, 90804)