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SharePoint                  ECM  Chris Riley, ECMp, IOAp, v-TSP         Product Manager      Twitter: @HoardingInfo       ...
Why Chris?• I know ECM and SharePoint   •   ECM Author   •   Certified      ,   •   Past President AIIM GG, AIIM National ...
Who is CloudShare? On-Demand SharePoint environments in the cloud Forget about IT hardware Easily share complete enviro...
LogisticsAgenda• What is ECM• ECM in SharePoint• Demo• The future• Best Practices• 50% PowerPoint• 50% Demos• Free form se...
What is ECM?         All About Webify’ing shared drives?
What is ECM?               NO!
ECM in SharePoint• Results of collaboration have to go somewhere• With WSS the ECM folks said it wasn’t even close• With M...
What was missing?   Scalability   Persistent links   Records management, archiving & retention policies   Strong metad...
What is ECM?    ECM Is not a Technology      It is a Methodology
What isEnterprise Content Management?
What is ECM?•    Collect, Store, Deliver: Content•    Increase compliance•    Increase power of content•    Increases know...
What is ECM?Collect•   Emails•   Web content ( WCM )•   Social Media ( E2.0 )•   Electronic Files•   Rich media Files•   S...
Without proper ECM• Lawsuits cost more• Threat of suite is greater• Knowledge workers are inefficient and inaccurate• Inte...
Problem of definitions                  SharePoint                              ECMManaged Meta-Data                    Ta...
DEMO
ECM in SharePoint• Setting up•   Create a living Governance Plan•   Create a taxonomy•   Setup Document ID service•   Plan...
What does the future hold• CMIS• More third party solutions around MMS• IT units and Business Units will speak the same la...
2011 ECM Best Practices•   Start Today•   Don’t neglect Governance and Planning•   Engage the knowledge workers•   Clean u...
Resources• ECM - www.aiim.org – SPEJS11 Promo Code• ECM & SharePoint - http://www.aiim.org/Community/SharePoint• Records M...
Email: Chris@CloudShare.com             Blog: www.hoardinginformation.com             Twitter: @HoardingInfoThank You!PLEA...
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SharePoint Meets ECM 2011

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SharePoint Meets ECM 2011

  1. 1. SharePoint ECM Chris Riley, ECMp, IOAp, v-TSP Product Manager Twitter: @HoardingInfo CloudShare, Inc.
  2. 2. Why Chris?• I know ECM and SharePoint • ECM Author • Certified , • Past President AIIM GG, AIIM National Board • “Imaging savant” - leading expert in document imaging • Microsoft v-TSP, Technical Solutions Professional
  3. 3. Who is CloudShare? On-Demand SharePoint environments in the cloud Forget about IT hardware Easily share complete environments Access anywhere Tear down and build environments in minutes Save money on setup time and hardware
  4. 4. LogisticsAgenda• What is ECM• ECM in SharePoint• Demo• The future• Best Practices• 50% PowerPoint• 50% Demos• Free form session – keep it lively
  5. 5. What is ECM? All About Webify’ing shared drives?
  6. 6. What is ECM? NO!
  7. 7. ECM in SharePoint• Results of collaboration have to go somewhere• With WSS the ECM folks said it wasn’t even close• With MOSS we were getting closer, closer then even realized• With SharePoint 2010, SharePoint is now accepted as an ECM platform
  8. 8. What was missing? Scalability Persistent links Records management, archiving & retention policies Strong metadata management Comprehensive search Granular security Audit trail Integration with line-of-business applications Content Management Interoperability Services (CMIS)
  9. 9. What is ECM? ECM Is not a Technology It is a Methodology
  10. 10. What isEnterprise Content Management?
  11. 11. What is ECM?• Collect, Store, Deliver: Content• Increase compliance• Increase power of content• Increases knowledge worker efficiency• Increases value of intellectual property• If not established strategically & managed effectively, it will grow organically & chaotically
  12. 12. What is ECM?Collect• Emails• Web content ( WCM )• Social Media ( E2.0 )• Electronic Files• Rich media Files• Scanned DocumentsStore• Security• Compliance• Retention Policies• Records Management ( ERM )• Archival / Conversion / CompressionDeliver• Search• Send to• Workflows (BPM )• e-Discovery• Intranet / Extranet• Business Intelligence
  13. 13. Without proper ECM• Lawsuits cost more• Threat of suite is greater• Knowledge workers are inefficient and inaccurate• Intellectual Property is not handled appropriately
  14. 14. Problem of definitions SharePoint ECMManaged Meta-Data TaxonomyRating, Keywords, Like It, Tagging FolksonomyDocument Sets Compound DocumentsContent Types Meta-data containers not Document TypesInformation Management Policies Records Management
  15. 15. DEMO
  16. 16. ECM in SharePoint• Setting up• 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
  17. 17. What does the future hold• CMIS• More third party solutions around MMS• IT units and Business Units will speak the same language
  18. 18. 2011 ECM Best Practices• Start Today• Don’t neglect Governance and Planning• Engage the knowledge workers• Clean up share drives FIRST• Don’t foster bad habits ( workspaces, explorer view, etc.)• Heavy planning, less implementing• Let be flexible what can be, regulate the rest• Out-of-the box as much as possible
  19. 19. Resources• ECM - www.aiim.org – SPEJS11 Promo Code• ECM & SharePoint - http://www.aiim.org/Community/SharePoint• Records Management – www.arma.org• SharePoint Ready Taxonomies – http://www.hoardinginformation.com
  20. 20. Email: Chris@CloudShare.com Blog: www.hoardinginformation.com Twitter: @HoardingInfoThank You!PLEASE COMPLETETHE SESSION SURVEY

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