SharePoint Governance at Bank of Montreal - How we took action to curb the sprawl of sites
Learn about the current state of Information Management in AIIM’s latest report: http://info.aiim.org/2017-state-of-information-management
[AIIM17] Channel Your Inner Jedi: 5 Key Strategies Taken from Star Wars - And...AIIM International
Creating a successful information management strategy can be a challenge requiring constant iteration, communication, and negotiation. Nothing short of becoming one with "The Force". Park your technology at the door and let's take a serious look at some of the biggest challenges in developing an information strategy with some real world examples presented through an entertaining lens of "Star Wars".
Learn about the current state of Information Management in AIIM’s latest report: http://info.aiim.org/2017-state-of-information-management
Salesforce Innovation: Advanced Tips for Maximizing SalesforcePerficient, Inc.
We delve into a few of the newest Salesforce enhancements, including Salesforce1 and Summer '14 highlights. We provide some expert advice, tips and shortcuts to efficiently master Salesforce.
Topics include:
Best practices for mobile-first configuration
Tips for report and dashboard configurations
Summer ‘14 enhancements for Outlook, activities and user permissions
Presenting this set of slides with name - Itil Framework Powerpoint Presentation Slides. This aptly crafted editable PPT deck contains nineteen slides. Our topic specific Itil Framework Powerpoint Presentation Slides deck helps devise the topic with a clear approach. We offer a wide range of custom made slides with all sorts of relevant charts and graphs, overviews, topics subtopics templates, and analysis templates. Speculate, discuss, design or demonstrate all the underlying aspects with zero difficulty. This deck also consists creative and professional looking slides of all sorts to achieve the target of a presentation effectively. You can present it individually or as a team working in any company organization
Making share point governance work for business, it and usersAnders Skjønaa
Reasearch and Learning based practices on governance for SharePoint and Office 365. Presentation made at the SharePoint Saturday Oslo 2015 Event in October 2015.
Delivering successful SharePoint implementations can be challenging and far too many suffer from a less than desired ROI.
Successful SharePoint is best thought of as a team sport requiring cooperation and partnership between the business, IT and end-user communities collaborating to balance the need for governance, process and adoption.
This session is designed to help teams responsible for the success of SharePoint discusses proven methods and best practices for driving adoption while enabling and supporting governance requirements. It will highlight strategies for:
• Establishing an effective cross organization SharePoint team,
• Aligning SharePoint solutions to organizational goals and priorities,
• Engaging executive sponsors, stakeholders, and SharePoint champions,
• Planning end-user training, and communications, and
• Managing the technology platform and governance plan on an ongoing basis.
[AIIM17] Channel Your Inner Jedi: 5 Key Strategies Taken from Star Wars - And...AIIM International
Creating a successful information management strategy can be a challenge requiring constant iteration, communication, and negotiation. Nothing short of becoming one with "The Force". Park your technology at the door and let's take a serious look at some of the biggest challenges in developing an information strategy with some real world examples presented through an entertaining lens of "Star Wars".
Learn about the current state of Information Management in AIIM’s latest report: http://info.aiim.org/2017-state-of-information-management
Salesforce Innovation: Advanced Tips for Maximizing SalesforcePerficient, Inc.
We delve into a few of the newest Salesforce enhancements, including Salesforce1 and Summer '14 highlights. We provide some expert advice, tips and shortcuts to efficiently master Salesforce.
Topics include:
Best practices for mobile-first configuration
Tips for report and dashboard configurations
Summer ‘14 enhancements for Outlook, activities and user permissions
Presenting this set of slides with name - Itil Framework Powerpoint Presentation Slides. This aptly crafted editable PPT deck contains nineteen slides. Our topic specific Itil Framework Powerpoint Presentation Slides deck helps devise the topic with a clear approach. We offer a wide range of custom made slides with all sorts of relevant charts and graphs, overviews, topics subtopics templates, and analysis templates. Speculate, discuss, design or demonstrate all the underlying aspects with zero difficulty. This deck also consists creative and professional looking slides of all sorts to achieve the target of a presentation effectively. You can present it individually or as a team working in any company organization
Making share point governance work for business, it and usersAnders Skjønaa
Reasearch and Learning based practices on governance for SharePoint and Office 365. Presentation made at the SharePoint Saturday Oslo 2015 Event in October 2015.
Delivering successful SharePoint implementations can be challenging and far too many suffer from a less than desired ROI.
Successful SharePoint is best thought of as a team sport requiring cooperation and partnership between the business, IT and end-user communities collaborating to balance the need for governance, process and adoption.
This session is designed to help teams responsible for the success of SharePoint discusses proven methods and best practices for driving adoption while enabling and supporting governance requirements. It will highlight strategies for:
• Establishing an effective cross organization SharePoint team,
• Aligning SharePoint solutions to organizational goals and priorities,
• Engaging executive sponsors, stakeholders, and SharePoint champions,
• Planning end-user training, and communications, and
• Managing the technology platform and governance plan on an ongoing basis.
Delivering successful SharePoint implementations can be challenging and far too many suffer from a less than desired ROI.
Successful SharePoint is best thought of as a team sport requiring cooperation and partnership between the business, IT and end-user communities collaborating to balance the need for governance, process and adoption.
This session is designed to help teams responsible for the success of SharePoint discusses proven methods and best practices for driving adoption while enabling and supporting governance requirements. It will highlight strategies for:
• Establishing an effective cross organization SharePoint team,
• Aligning SharePoint solutions to organizational goals and priorities,
• Engaging executive sponsors, stakeholders, and SharePoint champions,
• Planning end-user training, and communications, and
• Managing the technology platform and governance plan on an ongoing basis.
Improve Efficiency, Compliance and Productivity Through Finance Transformatio...Perficient, Inc.
The role of corporate finance in financial services firms has expanded as the demands for balancing growth, regulatory compliance and risk management increase. Firms must be able to improve visibility, insight and control over financial performance, and this can be done through technology-enabled transformation.
In this webinar, our expert discussed the strategic vision and components of finance transformation that will help your enterprise to identify gains in operational efficiency, improve forecasting and reporting, reduce risk, and optimize the strategic functions of the finance organization.
We covered:
-Demand and drivers for finance change
-Key components of the finance operating model
-Prioritization of value creation opportunities
-Approach for improving financial reporting processes
-Solution architecture to deliver meaningful insights to the business
Clare McAleese: Verism at Vocalink Mastercard... Our Journey so FaritSMF UK
Vocalink Mastercard has been running a proof of concept on VeriSM, with a view to introducing the approach into the wider organisation, and in this session they will be sharing their journey with the audience. Looking at governance (how they carried our gap analysis against the introduction of the new "product"); service management principles (how they reviewed VeriSM to ensure alignment with existing best practices), management proactices (how they formally introduced agile and DevOps into the business), and more. The presentation aims to assist other organisations with their own implementations, by showing how Vocalink Mastercard has taken the theory from the book and put it into practice in the real-world.
Take a look at this presentation to discover how to introduce VeriSM into your own organisation and keep it gathering momentum, how to get approval from senior management and executives to proceed with any given rollout, what training and qualifications you will require (if any), and how to agree your objectives for the successful adoption of VeriSM.
Align Patient Outcomes with Financial Data: a Formula for Correlating Cost an...Perficient, Inc.
This slideshare discusses the cost crisis in healthcare, challenges healthcare organizations are facing, and how to:
Uncover true patient costs and value based purchasing
Understand quality and cost outcomes by aligning clinical and financial data
Identify trends and opportunities, and create actionable steps to improve business
Accelerate data integration with Perficient's High-Performance Costing Expressway
Leverage actionable visuals via dashboards with Oracle Business Intelligence tools
Evaluate patient complications, outcomes and detailed costs with Oracle’s Enterprise Healthcare Analytics Data Model
Mario Vivas, CEO, River Horse
ITIL4 is out and everyone is eager to learn about the updates this release introduces. This session will summarize the key changes that ITIL4 presents with a focus on the more operational processes that organizations deliver on a day to day basis (Incident, Problem, Change and so on). The ServiceNow platform has a powerful set of baseline features and optional plugin functions that can help an organization align with the recommendations of ITIL4.
Please join us and Mario to learn about how you can start applying ITIL4 concepts in your ServiceNow implementations!
SharePoint Governance Benchmark: Where Do You Stand?Christian Buckley
From a webinar presented on 11-12-2013 that looks back at the 2012 SharePoint Governance Maturity Benchmark, with guidance on strategic and tactical governance planning steps any organization can take to begin building out their own SharePoint governance plans.
Philip Hearsum - Introducing ITIL 4 - AID2019ALVAO
Philip Hearsum je přesvědčeným zastáncem ITSM obecně a ITILu obzvlášť. Už v době, kdy působil na rozličných pozicích v komerční a státní správě, se aktivně podílel na přípravě ITILu 2011. Od roku 2013 pracuje pro AXELOS, kde má na starosti celý ITIL.
Patří tak k hlavním architektům připravované verze ITIL 4.
Building an Analytics CoE (Center of Excellence)Rahul Saxena
This deck is from a workshop I conducted at the Indian Institute of Management, Bangalore (IIMB) on 20th July, 2013.
Agenda:
* What does the organization want to do with analytics? What is the role of the CoE that they envision?
* What is the organizational context? Current providers of analytics? Leadership support?
* What will the Analytics CoE need to be like (now and in the future, up to the planning horizon)?
* Where do we stand with analytics capabilities now, compared to what we need?
* How will we evolve the CoE? Set expectations, drive the evolution, establish the value.
Increase Contact Center Performance with Google Search and Salesforce Service...Perficient, Inc.
In this slideshare, discover how a progressive information protection company effectively engages and responds to customers across all interaction channels using Google Search Appliance and Salesforce to provide the utmost in customer care.
You'll learn how:
Leading call/contact center performers are improving first call resolution rates to increase efficiency
Customers can easily help themselves via search
Companies are reducing costs by up to 25% per customer service representative using the Google Search Appliance
Agents are reducing average call time by nearly 20% by quickly finding the information they need
Analysis of data, evolution of BI and an introduction to Power BI
About this Event
Overview:
To be data-driven requires an overarching data culture that couples several elements, including high-quality data, broad access, data literacy and appropriate data-driven decision-making processes.
In this session, Iman decodes the analysis of data, evolution of BI and an introduction to Power BI.
Presentation Value/Learning Points:
Decoding Data Analysis and what does Business Intelligence entail?
The evolution of BI and role of an analyst
Analysis lifecycle
Introduction to Power BI
PECB Webinar: Common ITIL implementation mistakes in the scope of ISO 20KPECB
We will cover:
• ITIL implementation pitfalls in the scope ISO 20K application
• Different aspects affecting organization’s performance by applying ITIL
• Faults of ITIL implementation and proposed solutions
Presenter:
This webinar will be presented by Mohamed Shalaby, Managing Director of Al3adeyat Inc..
Console Power Productive Agents and Happy CustomersPerficient, Inc.
Take a deep dive into the core principles of building a great customer service agent experience with the Salesforce Console. During the webinar, our experts outlined the net impact of productivity metrics and customer satisfaction when the Salesforce Console is properly aligned with your company’s objectives.
We will also cover several key features, benefits and best practices for improving results with the new Agent Console:
-Easily spot important fields on records
-Limit switching between pages
-Quickly jot notes, actions and log interactions for each interaction
-Chat with customers in real time by integrating with Live Agent (Service Cloud only)
The session was packed with practical tips and insights from our real-world implementation experience.
KPIs: Aligning Your IT and Business ObjectivesHostway|HOSTING
At HOSTING, we understand the importance of setting up success criteria (KPIs) to measure your IT team’s impact (value) in direct partnership with the business. This slideshow which accompanies a live webinar will discuss common problem areas that companies experience when trying to align their IT teams and business departments.
Enabling Technologies is Microsoft's #1 Unified Communications partner, having won Three Microsoft Communications Partner of the Year Awards since 2009.
Actionable Data: Mastering the Hybrid Analytics MixPerficient, Inc.
With an increase in the adoption of cloud applications, most organizations today are in some form of hybrid state (i.e. using a combination of on-premise and cloud applications to run their business). Regardless of where the data resides, you need a complete view of the company spanning across different parts of the business, combining insightful data across both onsite and public cloud instances.
In this webinar, we looked at multiple approaches that organizations have successfully used to consolidate data from multiple cloud and on-premise applications and to perform seamless analytics across these varied data sources.
Alan Nance, FISM, Managing Partner CitrusCollab LLLP ... thought leader, innovator, creative disruptor
Service Management exists to guarantee a valuable experience to customers and colleagues. Despite years of implementing best practices, the reputation of most technology departments is below par in the eyes of business leaders.
90% of CEOs feel they aren’t meeting their customer needs.
85% of CEOs don’t think technology is performing critical functions.
One of the core reasons is that technology teams are often trapped into measuring output rather than outcome, and KPIs on activities rather than XPIs that guarantee experience.
Luckily, ITIL 4 now connects to the world of design thinking and experience management with its focus on co-creation and outcomes. But how can we include eXperience Level Agreements (XLA) effectively and quickly?
In this presentation Alan will explain all-things XLA.
[AIIM17] Just How Accessible is Your Information? - Vencer Cotton and Betsy F...AIIM International
In this era of digital transformation, we need to ensure that our information is fully accessible. In this session, Mr. Vencer Cotton, Senior Director of Technology at Columbia Lighthouse for the Blind, a Washington, DC based nonprofit organization and Betsy Fanning, AIIM’s Director of Standards will examine how you can make your information accessible through a demonstration of a website and provide you with some tips to implement. Building on website accessibility, we will share some examples of how the PDF/UA standard is implemented in organizations. This session will bring home Mr. Cotton’s message of the ‘added value when information and the systems that deliver it are accessible to all: regardless of ability.’ Something we can all get behind!
Learn about the current state of Information Management in AIIM’s latest report: http://info.aiim.org/2017-state-of-information-management
[AIIM17] Digital Transformation in 2017 – And the people said… - Bob Larrivee...AIIM International
Did you know that 43% of those polled feel they are Outlanders – lagging behind their peers – when it comes to eliminating duplicative efforts in content creation? Thirty-nine percent see themselves as Citizens – on par with their peers, while 14% feel they are Trailblazers – ahead of the pack. Where do you think you are when it comes to eliminating duplicative content creation? In this session, we will present some of the key findings from the 2017 AIIM State of the Industry Report on Digital Transformation, what it all means, and how to take some steps to move an organization forward in the digital transformation journey.
Learn about the current state of Information Management in AIIM’s latest report: http://info.aiim.org/2017-state-of-information-management
Delivering successful SharePoint implementations can be challenging and far too many suffer from a less than desired ROI.
Successful SharePoint is best thought of as a team sport requiring cooperation and partnership between the business, IT and end-user communities collaborating to balance the need for governance, process and adoption.
This session is designed to help teams responsible for the success of SharePoint discusses proven methods and best practices for driving adoption while enabling and supporting governance requirements. It will highlight strategies for:
• Establishing an effective cross organization SharePoint team,
• Aligning SharePoint solutions to organizational goals and priorities,
• Engaging executive sponsors, stakeholders, and SharePoint champions,
• Planning end-user training, and communications, and
• Managing the technology platform and governance plan on an ongoing basis.
Improve Efficiency, Compliance and Productivity Through Finance Transformatio...Perficient, Inc.
The role of corporate finance in financial services firms has expanded as the demands for balancing growth, regulatory compliance and risk management increase. Firms must be able to improve visibility, insight and control over financial performance, and this can be done through technology-enabled transformation.
In this webinar, our expert discussed the strategic vision and components of finance transformation that will help your enterprise to identify gains in operational efficiency, improve forecasting and reporting, reduce risk, and optimize the strategic functions of the finance organization.
We covered:
-Demand and drivers for finance change
-Key components of the finance operating model
-Prioritization of value creation opportunities
-Approach for improving financial reporting processes
-Solution architecture to deliver meaningful insights to the business
Clare McAleese: Verism at Vocalink Mastercard... Our Journey so FaritSMF UK
Vocalink Mastercard has been running a proof of concept on VeriSM, with a view to introducing the approach into the wider organisation, and in this session they will be sharing their journey with the audience. Looking at governance (how they carried our gap analysis against the introduction of the new "product"); service management principles (how they reviewed VeriSM to ensure alignment with existing best practices), management proactices (how they formally introduced agile and DevOps into the business), and more. The presentation aims to assist other organisations with their own implementations, by showing how Vocalink Mastercard has taken the theory from the book and put it into practice in the real-world.
Take a look at this presentation to discover how to introduce VeriSM into your own organisation and keep it gathering momentum, how to get approval from senior management and executives to proceed with any given rollout, what training and qualifications you will require (if any), and how to agree your objectives for the successful adoption of VeriSM.
Align Patient Outcomes with Financial Data: a Formula for Correlating Cost an...Perficient, Inc.
This slideshare discusses the cost crisis in healthcare, challenges healthcare organizations are facing, and how to:
Uncover true patient costs and value based purchasing
Understand quality and cost outcomes by aligning clinical and financial data
Identify trends and opportunities, and create actionable steps to improve business
Accelerate data integration with Perficient's High-Performance Costing Expressway
Leverage actionable visuals via dashboards with Oracle Business Intelligence tools
Evaluate patient complications, outcomes and detailed costs with Oracle’s Enterprise Healthcare Analytics Data Model
Mario Vivas, CEO, River Horse
ITIL4 is out and everyone is eager to learn about the updates this release introduces. This session will summarize the key changes that ITIL4 presents with a focus on the more operational processes that organizations deliver on a day to day basis (Incident, Problem, Change and so on). The ServiceNow platform has a powerful set of baseline features and optional plugin functions that can help an organization align with the recommendations of ITIL4.
Please join us and Mario to learn about how you can start applying ITIL4 concepts in your ServiceNow implementations!
SharePoint Governance Benchmark: Where Do You Stand?Christian Buckley
From a webinar presented on 11-12-2013 that looks back at the 2012 SharePoint Governance Maturity Benchmark, with guidance on strategic and tactical governance planning steps any organization can take to begin building out their own SharePoint governance plans.
Philip Hearsum - Introducing ITIL 4 - AID2019ALVAO
Philip Hearsum je přesvědčeným zastáncem ITSM obecně a ITILu obzvlášť. Už v době, kdy působil na rozličných pozicích v komerční a státní správě, se aktivně podílel na přípravě ITILu 2011. Od roku 2013 pracuje pro AXELOS, kde má na starosti celý ITIL.
Patří tak k hlavním architektům připravované verze ITIL 4.
Building an Analytics CoE (Center of Excellence)Rahul Saxena
This deck is from a workshop I conducted at the Indian Institute of Management, Bangalore (IIMB) on 20th July, 2013.
Agenda:
* What does the organization want to do with analytics? What is the role of the CoE that they envision?
* What is the organizational context? Current providers of analytics? Leadership support?
* What will the Analytics CoE need to be like (now and in the future, up to the planning horizon)?
* Where do we stand with analytics capabilities now, compared to what we need?
* How will we evolve the CoE? Set expectations, drive the evolution, establish the value.
Increase Contact Center Performance with Google Search and Salesforce Service...Perficient, Inc.
In this slideshare, discover how a progressive information protection company effectively engages and responds to customers across all interaction channels using Google Search Appliance and Salesforce to provide the utmost in customer care.
You'll learn how:
Leading call/contact center performers are improving first call resolution rates to increase efficiency
Customers can easily help themselves via search
Companies are reducing costs by up to 25% per customer service representative using the Google Search Appliance
Agents are reducing average call time by nearly 20% by quickly finding the information they need
Analysis of data, evolution of BI and an introduction to Power BI
About this Event
Overview:
To be data-driven requires an overarching data culture that couples several elements, including high-quality data, broad access, data literacy and appropriate data-driven decision-making processes.
In this session, Iman decodes the analysis of data, evolution of BI and an introduction to Power BI.
Presentation Value/Learning Points:
Decoding Data Analysis and what does Business Intelligence entail?
The evolution of BI and role of an analyst
Analysis lifecycle
Introduction to Power BI
PECB Webinar: Common ITIL implementation mistakes in the scope of ISO 20KPECB
We will cover:
• ITIL implementation pitfalls in the scope ISO 20K application
• Different aspects affecting organization’s performance by applying ITIL
• Faults of ITIL implementation and proposed solutions
Presenter:
This webinar will be presented by Mohamed Shalaby, Managing Director of Al3adeyat Inc..
Console Power Productive Agents and Happy CustomersPerficient, Inc.
Take a deep dive into the core principles of building a great customer service agent experience with the Salesforce Console. During the webinar, our experts outlined the net impact of productivity metrics and customer satisfaction when the Salesforce Console is properly aligned with your company’s objectives.
We will also cover several key features, benefits and best practices for improving results with the new Agent Console:
-Easily spot important fields on records
-Limit switching between pages
-Quickly jot notes, actions and log interactions for each interaction
-Chat with customers in real time by integrating with Live Agent (Service Cloud only)
The session was packed with practical tips and insights from our real-world implementation experience.
KPIs: Aligning Your IT and Business ObjectivesHostway|HOSTING
At HOSTING, we understand the importance of setting up success criteria (KPIs) to measure your IT team’s impact (value) in direct partnership with the business. This slideshow which accompanies a live webinar will discuss common problem areas that companies experience when trying to align their IT teams and business departments.
Enabling Technologies is Microsoft's #1 Unified Communications partner, having won Three Microsoft Communications Partner of the Year Awards since 2009.
Actionable Data: Mastering the Hybrid Analytics MixPerficient, Inc.
With an increase in the adoption of cloud applications, most organizations today are in some form of hybrid state (i.e. using a combination of on-premise and cloud applications to run their business). Regardless of where the data resides, you need a complete view of the company spanning across different parts of the business, combining insightful data across both onsite and public cloud instances.
In this webinar, we looked at multiple approaches that organizations have successfully used to consolidate data from multiple cloud and on-premise applications and to perform seamless analytics across these varied data sources.
Alan Nance, FISM, Managing Partner CitrusCollab LLLP ... thought leader, innovator, creative disruptor
Service Management exists to guarantee a valuable experience to customers and colleagues. Despite years of implementing best practices, the reputation of most technology departments is below par in the eyes of business leaders.
90% of CEOs feel they aren’t meeting their customer needs.
85% of CEOs don’t think technology is performing critical functions.
One of the core reasons is that technology teams are often trapped into measuring output rather than outcome, and KPIs on activities rather than XPIs that guarantee experience.
Luckily, ITIL 4 now connects to the world of design thinking and experience management with its focus on co-creation and outcomes. But how can we include eXperience Level Agreements (XLA) effectively and quickly?
In this presentation Alan will explain all-things XLA.
[AIIM17] Just How Accessible is Your Information? - Vencer Cotton and Betsy F...AIIM International
In this era of digital transformation, we need to ensure that our information is fully accessible. In this session, Mr. Vencer Cotton, Senior Director of Technology at Columbia Lighthouse for the Blind, a Washington, DC based nonprofit organization and Betsy Fanning, AIIM’s Director of Standards will examine how you can make your information accessible through a demonstration of a website and provide you with some tips to implement. Building on website accessibility, we will share some examples of how the PDF/UA standard is implemented in organizations. This session will bring home Mr. Cotton’s message of the ‘added value when information and the systems that deliver it are accessible to all: regardless of ability.’ Something we can all get behind!
Learn about the current state of Information Management in AIIM’s latest report: http://info.aiim.org/2017-state-of-information-management
[AIIM17] Digital Transformation in 2017 – And the people said… - Bob Larrivee...AIIM International
Did you know that 43% of those polled feel they are Outlanders – lagging behind their peers – when it comes to eliminating duplicative efforts in content creation? Thirty-nine percent see themselves as Citizens – on par with their peers, while 14% feel they are Trailblazers – ahead of the pack. Where do you think you are when it comes to eliminating duplicative content creation? In this session, we will present some of the key findings from the 2017 AIIM State of the Industry Report on Digital Transformation, what it all means, and how to take some steps to move an organization forward in the digital transformation journey.
Learn about the current state of Information Management in AIIM’s latest report: http://info.aiim.org/2017-state-of-information-management
[AIIM17] Data Categorization You Can Live With - Monica Crocker AIIM International
Everyone has an opinion about how to categorize data: information security, records managers, compliance, privacy, business owners. In this session you will learn why information classification is important, how to build a classification scheme that supports all use cases, and how to maintain it over the life of the system. A particular focus will be on the potential benefits of using “big buckets” to make this effort more manageable.
Learn about the current state of Information Management in AIIM’s latest report: http://info.aiim.org/2017-state-of-information-management
[AIIM17] Don't Fall Off the Records Management Waterfall: Use Your Agility to...AIIM International
Learn how the Atlanta Housing Authority ditched waterfall project management in favor of Scrum, a more agile project management framework, to deliver SharePoint across the entire agency. You will receive a brief introduction to Scrum, learn what artifacts were used and how they can be adapted by other projects, and the lessons learned along the way.
Learn about the current state of Information Management in AIIM’s latest report: http://info.aiim.org/2017-state-of-information-management
[AIIM17] The Path to Email Autocategorization - Susan Little AIIM International
This presentation shows the business processes and steps taken by the U.S. Access Board to meet the Presidential Memorandum for Email Records.
You'll learn;
- Good planning is essential
- The time and resources required to implement these processes
- Tips for obtaining senior management backing
Learn about the current state of Information Management in AIIM’s latest report: http://info.aiim.org/2017-state-of-information-management
[AIIM17] Facilitating Business Process Improvement in Information Management...AIIM International
How do you deal with tension between IT and Records Management in your organization? Both groups work on the same business processes but approach information management issues from different perspectives. Learn how continuous improvement techniques drawn from Lean principles can offer a path for the two groups to understand the issues from each side, and work together to facilitate the best outcome for the organization.
Learn about the current state of Information Management in AIIM’s latest report: http://info.aiim.org/2017-state-of-information-management
[AIIM17] Analytics and AI will Lead to True Records Management Automation - J...AIIM International
Automation of records classification has been a dream of many IT and records management professionals but progress has been slow due to automation technologies lacking the depth of functionality for nuanced situations. In this session, we’ll review the new tools related to ECM and records management that are making automation a reality and how you can begin to utilize them.
Learn about the current state of Information Management in AIIM’s latest report: http://info.aiim.org/2017-state-of-information-management
[AIIM17] Embrace the Cloud and Unleash your Content Productivity - Drew PhillipsAIIM International
With most of your business technology services now moved into the cloud, your traditional content management systems are still confined to on-premise repositories, creating costly content silos and minimizing business value; it doesn't have to be. Join this session to discover how AMTECK delivered a simpler, more powerful approach with cloud-based content management platforms. By using the cloud to deliver content services to users, partners, and customers on any device, organizations can provide the maximum benefit to accelerating collaboration and business processes while better controlling your sensitive content.
Learn about the current state of Information Management in AIIM’s latest report: http://info.aiim.org/2017-state-of-information-management
[AIIM17] It’s Harvest Time in the Information Garden - Dan AntionAIIM International
We’ve been collecting information for many years, driven by the usual suspects: compliance and fear. Now it’s time to take advantage of the information we’ve gathered by shifting our focus from the people who felt they had to keep it to the people who can actually use it. In short, it’s time to reap the benefits of the hard work we have already done. Learn how American Nuclear Insurers is using their information today, the process that got them there, and the technology it took to make it happen.
Learn about the current state of Information Management in AIIM’s latest report: http://info.aiim.org/2017-state-of-information-management
[AIIM17] Knowledge Management and the Internet of Things - Katrina PughAIIM International
For the last fifteen years, we knowledge-practitioners have been working with search-related tools to index and combine structured and unstructured data to be pushed or pulled into decisions. With the Internet of Things, intelligence is now everywhere. This is our time to shine. While pundits debate whether robots augment or replace humans, we submit that IoT will be OUR work. IoT will be both more ubiquitous and more chaotic. This session looks at IoT from a knowledge-practitioner perspective, and explores how we can apply 20 years of KM experience to the "Third Wave" of internet disruption.
Learn about the current state of Information Management in AIIM’s latest report: http://info.aiim.org/2017-state-of-information-management
[AIIM17] Big Data and its Use in Human Capital and Workforce Planning Decisi...AIIM International
It’s no secret, HR controls vast amounts of information. Such data is regularly reviewed through the lens of talent analysis and people analytics. Technology enables HR to quickly gather and analyze vast amounts of historical employee data in an effort to make better, more informed business decisions. There is a growing concern, however, that the use of historical data in personnel decisions is imbued with a bias inherent to such data. Data ultimately tells a story. In this session, we’ll discuss how to validate data to ensure the story told is not based on a bias causing a disparate impact.
Learn about the current state of Information Management in AIIM’s latest report: http://info.aiim.org/2017-state-of-information-management
[AIIM17] Digital Transformation – Your Content in Disguise? - Glenn GibsonAIIM International
Organizations have been digitizing content for years, so what’s with all the current buzz around the term Digital Transformation? This session will discuss why digital information is not the same as digital transformation. We’ll discuss practical steps towards digital transformation to take back to your own organization and the role that content plays in this journey.
Learn about the current state of Information Management in AIIM’s latest report: http://info.aiim.org/2017-state-of-information-management
[AIIM17] Changing Times, The Future of ECM - Stephen LudlowAIIM International
It’s time to bring some clarity to the buzz and chatter surrounding ECM. What does the future of ECM look like? What’s behind the shift from “content management” to “content services?” And what should organizations be doing to take advantage of tomorrow’s opportunities? Join product leaders from OpenText and Documentum as they review the current state of ECM and lay out a go-forward strategy that maximizes current investments while preparing for future success.
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Presentation given in San Francisco in January 2013 by myself and Paul Lawbaugh from Webtrends on the importance of capturing robust metrics to better understand the end user experience, build out strong KPIs and metrics, and optimize/improve based on data.
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Contact Innovate Vancouver to help on your next project!
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SharePoint Governance Plan
Company Name
Prepared for
Date & Draft Number 1.0
Prepared by
Hank Farlow, SharePoint Lead, ALI Inc.
Contributors
Internal SharePoint Team
Revision and Signoff Sheet
Change Record
Date
Author
Version
Change reference
Initial draft for review/discussion
Updated with contact information
Updated with software and contact information
Updated with hardware info
Updated site provisioning policies and procedures.
Added URL guidelines to application policies.
Reviewers
Name
Version approved
Position
Date
Project Sponsor, Director of Global Enterprise Collaboration
Senior Microsoft Consultant – Portal Architect
Project Manager, Manager of eBusiness
Director of Communication and Networking
Project Infrastructure (IT Admin, NA)
Infrastructure Manager, Europe (IT Admin, EU)
Regional IS Project Mgr, AP (IT & Portal Admin, AP)
IT Manager, China (IT & Portal Admin, China)
Signoff
Name of IT Director
Date
Signoff
Name of Business Director
Date
Table of Contents
11Executive Summary
22Introduction
22.1Objectives
22.2Audience
22.3Scope
22.4Risks / Concerns
33Definitions and Acronyms
44Resources
44.1Team Roles and Responsibilities
74.2Individual Roles and Responsibilities
104.3People
134.4Equipment
164.5Locations
175Governance Hierarchy
196Operations Policies
237Application Usage Policies
278Communication and Training
278.1Communication Plan
288.2Training Plan
288.3Support Plan
319References
1 Executive Summary
The SharePoint Governance Plan is a guidebook outlining the administration, maintenance, and support of X Corporation’s SharePoint environments. It identifies lines of ownership for both business and technical teams, defining who is responsible for what areas of the system. Furthermore it establishes rules for appropriate usage of the SharePoint environments.
An effective governance plan ensures the system is managed and used in accordance with its designed intent to prevent it from becoming an unmanageable system. The management of an enterprise-wide system involves both a strategic, business-minded board to craft rules and procedures for the use of the system and also a tactical, technically-competent team to manage the routine operational tasks that keep the system running. Users of the system will be empowered by a support and developer community sponsored by the business leaders.
The primary goals of this project are to:
1. Create the people infrastructure to govern and support the SharePoint environments
2. Document initial governing policies and procedures of the SharePoint environments
3. Communicate the need for the business to provide support via people resources.
Portal Management
Description of Centralized or Decentralized SharePoint Environment
Future Direction
It will be the responsibility of the X Strategy team to collectively seek out business opportunities to enhance. The team will ask questions such as:
· How do we improve business processes and h.
This document covers two presentations on
SharePoint as an Enterprise Platform
1. SharePoint Strategic Implementation Planning: Content, Taxonomy & Governance
2. SharePoint Platform Architecture: Defining Inputs, Outputs and Accountability
Helux Systems - Planning for SharePoint GovernanceHelux Systems
Thanks to everyone who came out to SharePoint Saturday Ottawa! It was a great event! Here is the presentation given by John Brown, CEO of Helux Systems, on Planning for Governance.
“The organizing logic for business processes and IT infrastructure reflecting the integration and standardization requirements of the firm’s operating model.” [1]
“A conceptual blueprint that defines the structure and operation of an organization. The intent of an enterprise architecture is to determine how an organization can most effectively achieve its current and future objectives.”[2]
"The 3 P's of SharePoint 2013; Planning, Productivity, and Policies" #SPSSVGina Montgomery, V-TSP
Why do SharePoint intranets fail? What is all the buzz about SharePoint 2013? Can I get better governance with SharePoint 2013? Come spend an hour with us while we discuss the three P's of SharePoint 2013. This session describes the importance of information architecture planning; demonstrates SharePoint 2013's new productivity enhancements including social collaboration and task aggregation and project management; presents how to push SharePoint OOTB to create even more productivity within your organization; and finally shows the new governance features using site policies.
SharePpoint Support & Managed Services by NetpeachNagaraj Yerram
The purpose of this document is to provide an overview of SharePoint, core features of SharePoint, what activities are involved in SharePoint support, and the benefits of proper implementation of SharePoint.
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2. Who is Jed?
• Director, Business Technology
Strategy & KM for Legal
Corporate Compliance Group
• Ex-Consultant
• Long time member of AIIM
• Develops and teaches Info
Mgmt / Governance course
for University of Toronto
• Medieval Man-at-Arms
(but only on weekends)
https://www.facebook.com/WilliamOfHedon/
3. Bank of Montreal
• #3 in Canada
• In the Top 10 in North America
• Personal, Commercial, Wealth
Management, Capital Markets
• 45,000 employees in Canada,
U.S., Europe, China, Singapore
• BMO Harris U.S. Markets:
– Chicago
– Milwaukee
– Phoenix
– Indianapolis
– Minneapolis
4. 1. Background and Context
2. High Level Governance Structure
3. Steering Committee
4. Strategy Team
5. Intake and Solutions Team
6. Operations and Support Team
7. Standards and Policy Team
8. Compliance Team
9. Deliverables by SharePoint Workload
10. Next Steps
SharePoint 2013 Governance Program
Table of Contents
1
5. Overall SharePoint Context
• Microsoft Office SharePoint Portal Server 2007
• Enterprise intranet portals
• 600 plus intranet publishing sites
• 12,000 plus Team Sites
• Governance work part of migration to SP2013
6. BACKGROUND
BMO is looking to consolidate the numerous SharePoint instances that are currently deployed into production, which are at
varying release and support levels, into a single shared collaboration platform based on SharePoint 2013.
Effective governance of the SharePoint 2013 platform will be key to delivering key productivity tools cost effectively.
Governance is the set of policies, roles, responsibilities, and processes that will guide, direct, and control how BMO will use
SharePoint- based solutions to accomplish business goals. There are three primary areas that comprise SharePoint governance:
• IT governance of the software itself, the operations processes around it, and the services provided
• Application governance of the custom solutions and customizations developed on top of SharePoint
• Information Management governance of the content and information that users store in those services.
SharePoint 2013 Governance
Background
Portal Search Social Team / Collaboration App/Dev BI
What SharePoint Workloads are covered under the new governance
structure?
2
7. Leadership Team
Head of Corporate Intranet, Director DWS,
STO Corporate Technology Development
SharePoint 2013 Governance
High Level Governance Structure
15
SharePoint Steering Committee
CIO Corporate – Executive Sponsor
(Representation from Corporate Communications, Digital Workplace Services , HR T&O Integration, Enterprise Architecture,
LOBs as required)
Supporting Teams
Team Chair Attendees Focus Cadence
Intake and solutions ASM
Representatives based on
SharePoint workload
Solution development and
estimation
Weekly
Operations and support ASM
Representatives from Corporate
Intranet, TD and DWS engineering
Platform stability and SLA Weekly
Standards and policy Rotating
Representatives based on
SharePoint Workload
Standard and policy creation Weekly
Compliance Rotating
Representatives based on
SharePoint Workload
Standard and policy creation Monthly
Strategy Team
Application Support Manager
(Representation from Corporate Communications, DWS, TD)
• Governance: Discuss and confirm key technology decisions, govern all development
activities
• Integration: Ensure cross-stream alignment and coordination
• Communication: Review Sharepoint roadmap and activities and share updates to
broader team
• Dispute resolution
• Represent executive interest
• Advise on broader initiatives potentially
impacting SharePoint
8.
9. SharePoint 2013 Governance
SharePoint Steering Committee
12
• Executive sponsor – chair: CIO Corporate Technology Development
• Executive representing infrastructure: VP Digital Workplace Services
• Executive representing Corporate Intranet and Social Business: VP Strategy Communications
• Delegated SharePoint platform owner: Application Support Manager, Corporate Development
• VP T&O Integration
• Managing Director, Employee Experience and Performance
• Lead Technology Officer (Director) Corporate Technology Development
• Head of Corporate Intranet, Strategic Communication
• Senior Manager Intranet Initiatives, Strategic Communications
• Director, Collaboration, Digital Workplace Services
• Head, T&O Strategies & Initiatives
• Enterprise Architecture
• SharePoint Solution Architect
• SharePoint Infrastructure Architect
•
• Provide executive sponsorship and strategic direction for the SharePoint platform
• Drive related initiatives into their respective organizations
• Approve major projects and initiatives, monitor progress against deployment plans and review adoption
Mandate
Team
SP13 Governance – Steering Committee
10. SharePoint 2013 Governance
Strategy Team
12
• Governance teams review and proactively act based on usage data and business needs
• Business users are assured of protected data, and the security model is known and enforced
• Service-level agreements (SLAs) are in place, platform performance is good, and any custom code is well tested
• Sites are systematically introduced using site templates and created by designated authorities
• The growth of the server farms, servers, and storage is predictable
• Compatibility and portability with future releases of SharePoint and Office 365 is maintained
• Establish and maintain the platform vision and strategy, core purpose and technology roadmap
• Govern the platform as a horizontal BMO shared service by synthesizing requirements from various LOBs
• Oversight around how capabilities and customizations are used
• Decision making body that sets the direction for SharePoint, develops standards and policies and ensures
compliance
• Escalation path for SharePoint governance sub teams and SharePoint initiatives
• Prioritize initiatives going on at the same time that are competing for budget and resources
• Develop a core competency around SharePoint
• Achieve synergies around SharePoint through proper reuse and sharing
• Consistent branding, navigation and user experience
• Ensure stakeholders are informed of initiatives right from inception
Objectives
Mandate
Outcomes
SP13 Governance – Strategy Team
11. SharePoint 2013 Governance
Intake & Solutions Team
12
• Rotating Chair: Digital Workplace Services and Corporate Technology Development
• CTD:
• DWS:
• Corporate Intranet:
• Standard and efficient intake process
• Adherence to architectural and design standards and policies during solution development
• Improved communication & visibility of demand
• Increased adoption of standard templates and limited customization
Objectives
Team
• Manage intake for new initiatives
• Initiate and prepare business cases for new workload or usage scenarios
• Implement, enforce and monitor architectural and design standards and policies
• Assess initiatives for customization needs, required information architecture, infrastructure , Operational and
support requirements, etc.
• Deliver “order of magnitude” or level 0 estimates
Responsibilities
SP13 Governance – Intake & Solutions Team
12. SharePoint 2013 Governance
Operations & Support Team
12
• Rotating Chair: Digital Workplace Services and Corporate Technology Development
• CTD:
• DWS:
• Corporate Intranet:
• Maintain and optimize overall performance and experience for SharePoint users
• Ensure the stability and reliability of the SharePoint platform
• Foster collaboration and heighten awareness of incident and change amongst the various teams that support
the SharePoint platform
• Build and maintain an efficient, knowledgeable platform operation support team
• Increase end user awareness on procedures to obtain assistance when issues are encountered
Objectives
Team
• Establish, communicate, and measure delivery of service level agreements
• Identify, manage and respond to issues, deficiencies, productivity opportunities
• Create, define, prioritize, fund, execute and track actions
• Track and report status: weekly for team member, monthly to Strategy Team and Quarterly health check for
Steering Committee
• Identify platform improvement suggestions to raise to Strategy Team
Responsibilities
SP13 Governance – Operations & Support Team
13. The Governance Document
• Prepared with Microsoft
Professional Services
• 36 pages
• From storage quotas, to site
templates, to permission
management, to SQL
operations, to branding….
14. SP13 Migration – Governance in Practice
Legal, Corporate & Compliance Group (600+
employees)
– 6 SP2007 Portals consolidated onto 1 SP13 Portal
– 60 old SP2007 team sites deleted / consolidated
– 80 (ish) SP2007 team sites being migrated to on
premise SP2013 OR Office365 SP Online
15.
16. Governance in Action
Snippet from an InfoGraphic
created by my team to show
some of the very varied work
undertaken in 2016,
Including approx. 70 SP team
sites deleted or consolidated as
part of SharePoint migration.