Information and Records Management in SharePoint - An In-depth ReviewSimon Rawson
In this presentation, Simon covers the EDRM functions of SharePoint 2010/13 and regulatory requirements for Records Management. Suzette covers the National Archives of Australia (NAA) Information Checkup 2.0 and how Australian Government agencies can use it as a self-check tool.
The presentation was originally developed as a hands on training course for Synergy Corporate Technologies where it formed one of the modules of the 5-day SharePoint 2010 Administration course.
This version of the presentation has been updated to include the new EDRM functions available in SharePoint 2013.
The presentation goes into considerable depth about the EDRM functions in SharePoint – and therefore this is not a light read!
The Information Governance Headache - SharePoint ECMGareth Fisher
Extending the capabilities of SharePoint with a robust ECM Platform. Webinar is given with SharePoint 2010/2013 and OpenText Content Server with the Application Governance and Archiving tool.
SharePoint and ECM – experience from the fieldSPC Adriatics
Enterprise Content Management is again a very hot topic and SharePoint can be corner stone of your ECM strategy and implementation. In this session we will go through all parts of document/content lifecycle (capture, manage, store, preserve, workflow) with examples of implemented solutions in the region and live demo.
Information and Records Management in SharePoint - An In-depth ReviewSimon Rawson
In this presentation, Simon covers the EDRM functions of SharePoint 2010/13 and regulatory requirements for Records Management. Suzette covers the National Archives of Australia (NAA) Information Checkup 2.0 and how Australian Government agencies can use it as a self-check tool.
The presentation was originally developed as a hands on training course for Synergy Corporate Technologies where it formed one of the modules of the 5-day SharePoint 2010 Administration course.
This version of the presentation has been updated to include the new EDRM functions available in SharePoint 2013.
The presentation goes into considerable depth about the EDRM functions in SharePoint – and therefore this is not a light read!
The Information Governance Headache - SharePoint ECMGareth Fisher
Extending the capabilities of SharePoint with a robust ECM Platform. Webinar is given with SharePoint 2010/2013 and OpenText Content Server with the Application Governance and Archiving tool.
SharePoint and ECM – experience from the fieldSPC Adriatics
Enterprise Content Management is again a very hot topic and SharePoint can be corner stone of your ECM strategy and implementation. In this session we will go through all parts of document/content lifecycle (capture, manage, store, preserve, workflow) with examples of implemented solutions in the region and live demo.
The idea behind a design patterns is to learn about it's strengths and weaknesses. And more importantly, understand where and how to use a particular design correctly, so as to use its strengths properly and overcome its weaknesses.
Document management system (dms ) with digitization using share point2013_ sp...Milind Kumthekar
This presentation provides SharePoint 2010 based solution to scan, capture, create meta data based on scanned or captured documents and route to appropriate library in SharePoint DMS system. This solution with Digital Rights management with restricted access is implemented for various clients.
Content 2.0: Easy Records Management using Ephesoft, Alfresco and Zia: Join Zia in a demonstration on how to scan, classify and release images, email, and contracts into Alfresco's Records Management Module.
The webinar would show users how to do 3 things depending on time.
1. Scan, classify and store records in Alfresco and file them in RM - using Ephesoft and Alfresco
2. Inbox monitoring, classifying, and storing email as records in Alfresco and file them in RM using Ephesoft and Alfresco
3. Create, review via workflow, and store agenda's (Zia product that has extended datalists and workflow in Share) in RM
eDocumentus - Document Management System for IBM Maximo.
EAM solutions based on IBM Maximo – all about assets
Requires large amount of different document types: drawings, photos, plans, project documentation, manuals, etc.
Documents are associated to different Maximo objects
Large number of important documents need controlled environment and management
Restrictions of current solution in Maximo
Documents are stored on local file system without enforcing any security
Documents get served as static resources via not verified/authorized URLs
There is no proper relationship management between records and corresponding documents (for example relating record statuses to document operations)
There is no support for standard document management operations like versioning, archiving, electronic signature, copying,editing etc.
There is no support for batch operations (multiple files upload/download, moving, etc.)
Folder structures are static disallowing the users/developers to use fine grained ‘record related’ folder structures
Search by document names, types and their metadata is not supported
There is no support for permissions per document/folder
Full integration between Document management and EAM systems – DMS for Maximo.
Secure storage for all documents in DMS with all DMS benefits.
DMS operations (check-in, check-out, versioning, archiving, etc.).
Document permissions applied.
Centralized document storage.
Searching documents using names, organization hierarchy, metadata, actual context (full text search).
Maintain folder organization per Maximo object.
Assets, locations, work orders, service management, materials management, contracts management, procurement management, EAM processes.
Direct access from Maximo applications to documents stored in DMS.
View all asset data and all documents related to asset in one page.
View all work order data and all documents related to location, assets and work order etc.
eDocumentus EDRMS
Integrated Document, Records & Workflow Management system.
Development - since 2004
Web based system (browser independent)
Java technologies (database and OS independent solution)
Dedicated to the standards (WebDAV, XPDL, WfMC, OMG)
Framework for BPM software solutions development
eDoc WebOffice
eDocumentus web client (full end user client).
eDoc Process Editor
Graphical editor for process modeling.
eArchive
Document capture client for scanning, document imaging, indexing and OCR.
eDoc Signature
Client for signing electronic documents (digital signature).
Markets: Using various software solutions and new technologiesProzone operates in:
Europe (United Kingdom, Netherlands, Greece, Austria, Slovenia, Serbia, Bosnia & Herzegovina, Montenegro).
Middle East (Kuwait, Qatar, United Arab Emirates, Lebanon)
VIENNA Advantage Document Management System is an enterprise level document management system.
Its pioneering structural design paired with potential functionality and a considerably impressive and intuitive user interface holds out VIENNA Advantage DMS as an exclusive product in the correlated market.
Basic Features: DOCUMENT INPUT, DOCUMENT INDEXING, DOCUMENT SEARCH, DOCUMENT PROCESSING, WORKFLOW AUTOMATION, DOCUMENT SECURITY, USER DASHBOARD, CUSTOMIZATION, SPECIAL FEATURES.
Ephesoft & Linux Webinar: Smart Capture™ is Now Even Smarter!Zia Consulting
With the recent release of Ephesoft 3.1 on Linux, the modern alternative to legacy intelligent capture technologies is now even further differentiated from the costly and complex choices of the past. During this presentation, we will provide an overview of Ephesoft on Linux and discuss the unique value provided with this offering.
Specific topics covered include:
-Why Ephesoft on Linux (vs. Windows)
-Ephesoft Web Services and Zia's "In-Process Capture"
-What's So Different About Ephesoft Anyway?
-Document Processing with Ephesoft: Mortgage, Insurance, Human Resources, Accounts Payable + more...
Zia is the 2012 and 2013 Partner of the Year for Ephesoft and co-author of the book Intelligent Document Capture with Ephesoft. Zia Solutions for Ephesoft include Mortgage and Insurance Processing, Invoice Automation, Employee Onboarding/Offboarding, and more!
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.
North American Insurance Company Innovates with Streamlining Content and Proc...Pyramid Solutions, Inc.
Disparate enterprise content management (ECM) solutions for underwriting, claims, and supporting groups, such as accounting, and risk and compliance, made it cumbersome to gather a holistic-view of policy holder content throughout the life of a policy and make it readily available to all authorized employees and third parties. By introducing an advanced case management solution, the property and casualty division is streamlining content and processes to help teams work together faster and more productively.
The idea behind a design patterns is to learn about it's strengths and weaknesses. And more importantly, understand where and how to use a particular design correctly, so as to use its strengths properly and overcome its weaknesses.
Document management system (dms ) with digitization using share point2013_ sp...Milind Kumthekar
This presentation provides SharePoint 2010 based solution to scan, capture, create meta data based on scanned or captured documents and route to appropriate library in SharePoint DMS system. This solution with Digital Rights management with restricted access is implemented for various clients.
Content 2.0: Easy Records Management using Ephesoft, Alfresco and Zia: Join Zia in a demonstration on how to scan, classify and release images, email, and contracts into Alfresco's Records Management Module.
The webinar would show users how to do 3 things depending on time.
1. Scan, classify and store records in Alfresco and file them in RM - using Ephesoft and Alfresco
2. Inbox monitoring, classifying, and storing email as records in Alfresco and file them in RM using Ephesoft and Alfresco
3. Create, review via workflow, and store agenda's (Zia product that has extended datalists and workflow in Share) in RM
eDocumentus - Document Management System for IBM Maximo.
EAM solutions based on IBM Maximo – all about assets
Requires large amount of different document types: drawings, photos, plans, project documentation, manuals, etc.
Documents are associated to different Maximo objects
Large number of important documents need controlled environment and management
Restrictions of current solution in Maximo
Documents are stored on local file system without enforcing any security
Documents get served as static resources via not verified/authorized URLs
There is no proper relationship management between records and corresponding documents (for example relating record statuses to document operations)
There is no support for standard document management operations like versioning, archiving, electronic signature, copying,editing etc.
There is no support for batch operations (multiple files upload/download, moving, etc.)
Folder structures are static disallowing the users/developers to use fine grained ‘record related’ folder structures
Search by document names, types and their metadata is not supported
There is no support for permissions per document/folder
Full integration between Document management and EAM systems – DMS for Maximo.
Secure storage for all documents in DMS with all DMS benefits.
DMS operations (check-in, check-out, versioning, archiving, etc.).
Document permissions applied.
Centralized document storage.
Searching documents using names, organization hierarchy, metadata, actual context (full text search).
Maintain folder organization per Maximo object.
Assets, locations, work orders, service management, materials management, contracts management, procurement management, EAM processes.
Direct access from Maximo applications to documents stored in DMS.
View all asset data and all documents related to asset in one page.
View all work order data and all documents related to location, assets and work order etc.
eDocumentus EDRMS
Integrated Document, Records & Workflow Management system.
Development - since 2004
Web based system (browser independent)
Java technologies (database and OS independent solution)
Dedicated to the standards (WebDAV, XPDL, WfMC, OMG)
Framework for BPM software solutions development
eDoc WebOffice
eDocumentus web client (full end user client).
eDoc Process Editor
Graphical editor for process modeling.
eArchive
Document capture client for scanning, document imaging, indexing and OCR.
eDoc Signature
Client for signing electronic documents (digital signature).
Markets: Using various software solutions and new technologiesProzone operates in:
Europe (United Kingdom, Netherlands, Greece, Austria, Slovenia, Serbia, Bosnia & Herzegovina, Montenegro).
Middle East (Kuwait, Qatar, United Arab Emirates, Lebanon)
VIENNA Advantage Document Management System is an enterprise level document management system.
Its pioneering structural design paired with potential functionality and a considerably impressive and intuitive user interface holds out VIENNA Advantage DMS as an exclusive product in the correlated market.
Basic Features: DOCUMENT INPUT, DOCUMENT INDEXING, DOCUMENT SEARCH, DOCUMENT PROCESSING, WORKFLOW AUTOMATION, DOCUMENT SECURITY, USER DASHBOARD, CUSTOMIZATION, SPECIAL FEATURES.
Ephesoft & Linux Webinar: Smart Capture™ is Now Even Smarter!Zia Consulting
With the recent release of Ephesoft 3.1 on Linux, the modern alternative to legacy intelligent capture technologies is now even further differentiated from the costly and complex choices of the past. During this presentation, we will provide an overview of Ephesoft on Linux and discuss the unique value provided with this offering.
Specific topics covered include:
-Why Ephesoft on Linux (vs. Windows)
-Ephesoft Web Services and Zia's "In-Process Capture"
-What's So Different About Ephesoft Anyway?
-Document Processing with Ephesoft: Mortgage, Insurance, Human Resources, Accounts Payable + more...
Zia is the 2012 and 2013 Partner of the Year for Ephesoft and co-author of the book Intelligent Document Capture with Ephesoft. Zia Solutions for Ephesoft include Mortgage and Insurance Processing, Invoice Automation, Employee Onboarding/Offboarding, and more!
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.
North American Insurance Company Innovates with Streamlining Content and Proc...Pyramid Solutions, Inc.
Disparate enterprise content management (ECM) solutions for underwriting, claims, and supporting groups, such as accounting, and risk and compliance, made it cumbersome to gather a holistic-view of policy holder content throughout the life of a policy and make it readily available to all authorized employees and third parties. By introducing an advanced case management solution, the property and casualty division is streamlining content and processes to help teams work together faster and more productively.
UNIFIED MESSAGE ARCHIVING – WHY IT IS IMPORTANTMicro Focus
Micro Focus Retain provides unified archiving of all
business communication, including email, social media,
and mobile communication data for case assessment,
search, and eDiscovery.
Use it in house or in the Cloud. So what does that
mean to you, and why do you need it? Check out the charts
and find out for yourself.
Have you begun to see the value of Enterprise Data Management? If so, perhaps you’ve decided that simply buying more hardware is no longer a viable option for your IT department. Despite the ever-falling cost of hardware, each new machine you add will increase your labor, power, and cooling costs over time.
FDA News Webinar - Inspection IntelligenceArmin Torres
Developing a Digital Data-Driven Approach to preparing for FDA Inspections. Using Data Analytics to proactively monitor internal and external Quality & Compliance data sources.
Next Generation Communications & Document Automation For Legal ServicesDavid Blumentals
Helping law firms realize cost reductions upwards of 50% and productivity efficiencies in excess of 80% while ensuring improved document quality with faster, more reliable communications and compliance across the firm
SharePoint Governance: Impacts of Moving to the CloudChristian Buckley
Webinar presented by myself (@buckleyplanet) and Antonio Maio (@AntonioMaio2) from TITUS on the impacts to governance strategy as organizations begin planning to expand their SharePoint footprint to the cloud -- whether moving entirely to the cloud, or in a hybrid model. Includes comparisons of on prem and online advantages and risks, and a quiz to help organizations plan accordingly.
SharePoint Governance: Impacts of Moving to the CloudAntonioMaio2
Webinar presented by Christian Buckley(@buckleyplanet) & Antonio Maio(@AntonioMaio2) on the impacts to governance strategy as organizations begin planning to expand their SharePoint footprint to the cloud -- whether moving entirely to the cloud, or in a hybrid model. Includes comparisons of on prem and online advantages and risks, and a quiz to help organizations plan accordingly.
Why Metadata Matters in SharePoint Search and Information Governance WebinarConcept Searching, Inc
Explore innovative approaches to leverage your SharePoint investment and discover how other SharePoint organizations are solving the challenges of information governance in SharePoint and in Office 365.
Join Cem Aykan, Senior Product Manager Search at Microsoft and Don Miller, VP of Commercial Accounts at Concept Searching for this one hour webinar.
• Understand the direction of SharePoint Search and the impact and changing landscape of Microsoft’s focus on the cloud and Office 365
• Obtain a high level view of the importance of metadata in search, records management, data privacy, eDiscovery, litigation support, text analytics, and social content and collaboration
• Find out how you can eliminate manual tagging and develop an enterprise metadata repository to solve all your information governance challenges
• See the award winning conceptClassifier for SharePoint platform in action and how it addresses information governance – on-premise, in the cloud, and in hybrid environments
The art of information architecture in Office 365Simon Rawson
I gave this this presentation at the Collab365 Global Conference in September 2020. It covers the main elements you need to consider in developing an information architecture and management plan for Office 365
Intelligent Compliance to Optimize Energy Sector Enterprise Content Managemen...Concept Searching, Inc
We explored how SharePoint can be enhanced to establish an ECM framework that ensures the availability, usability, integrity, and security of an enterprise’s information, and enables information consumers to:
• Find trusted and relevant information regarding health and safety, asset maintenance, and compliance guidelines such as OSHA, for key information for decision making
• Ensure accurate records management, regulatory compliance, and improve eDiscovery, and litigation support processes
• Identify and secure potential confidential or sensitive information exposures
• Rapidly address unexpected failures in processes, such as pipeline leaks or natural disasters
• Enable multinational content asset protection and authorization to assets
• Automate application and enforcement of policies
• Quickly react to deploy project-based hybrid cloud and on-premise collaborative solutions
Using Search to Drive Self-Help Success at VeritasLucidworks
Learn how to use ROI to validate knowledge management and search to management, by delivering a better customer self-service experience that improves customer success and satisfaction. Understand the simple business case that justified investment in Lucidworks Fusion to deliver unified search across multiple repositories, allowing both customers and support engineers to maximize productivity. Identity management and security models allow support engineers to use the same interface as customers, making it easy to teach customers how to self-solve while still protecting sensitive data.
Speaker: Joe Kugler, Sr Mgr, Knowledge
Management and Self Help Experience, Veritas Technologies
So you've heard about "Governance" from all angles in the SharePoint community-the fact that you need "People" to define "Policies", but what Processes are actually required to bring this to fruition? This session will discuss how to bring these three P's together by enforcing established Policies through Processes built using out-of-the-box SharePoint by the People (SharePoint IT Administrators and Site Owners). The session will cover what is feasible using native SharePoint 2010 functionality, and what to watch for to ensure you are planning for common challenges customers face.
GraphRAG is All You need? LLM & Knowledge GraphGuy Korland
Guy Korland, CEO and Co-founder of FalkorDB, will review two articles on the integration of language models with knowledge graphs.
1. Unifying Large Language Models and Knowledge Graphs: A Roadmap.
https://arxiv.org/abs/2306.08302
2. Microsoft Research's GraphRAG paper and a review paper on various uses of knowledge graphs:
https://www.microsoft.com/en-us/research/blog/graphrag-unlocking-llm-discovery-on-narrative-private-data/
Software Delivery At the Speed of AI: Inflectra Invests In AI-Powered QualityInflectra
In this insightful webinar, Inflectra explores how artificial intelligence (AI) is transforming software development and testing. Discover how AI-powered tools are revolutionizing every stage of the software development lifecycle (SDLC), from design and prototyping to testing, deployment, and monitoring.
Learn about:
• The Future of Testing: How AI is shifting testing towards verification, analysis, and higher-level skills, while reducing repetitive tasks.
• Test Automation: How AI-powered test case generation, optimization, and self-healing tests are making testing more efficient and effective.
• Visual Testing: Explore the emerging capabilities of AI in visual testing and how it's set to revolutionize UI verification.
• Inflectra's AI Solutions: See demonstrations of Inflectra's cutting-edge AI tools like the ChatGPT plugin and Azure Open AI platform, designed to streamline your testing process.
Whether you're a developer, tester, or QA professional, this webinar will give you valuable insights into how AI is shaping the future of software delivery.
Search and Society: Reimagining Information Access for Radical FuturesBhaskar Mitra
The field of Information retrieval (IR) is currently undergoing a transformative shift, at least partly due to the emerging applications of generative AI to information access. In this talk, we will deliberate on the sociotechnical implications of generative AI for information access. We will argue that there is both a critical necessity and an exciting opportunity for the IR community to re-center our research agendas on societal needs while dismantling the artificial separation between the work on fairness, accountability, transparency, and ethics in IR and the rest of IR research. Instead of adopting a reactionary strategy of trying to mitigate potential social harms from emerging technologies, the community should aim to proactively set the research agenda for the kinds of systems we should build inspired by diverse explicitly stated sociotechnical imaginaries. The sociotechnical imaginaries that underpin the design and development of information access technologies needs to be explicitly articulated, and we need to develop theories of change in context of these diverse perspectives. Our guiding future imaginaries must be informed by other academic fields, such as democratic theory and critical theory, and should be co-developed with social science scholars, legal scholars, civil rights and social justice activists, and artists, among others.
JMeter webinar - integration with InfluxDB and GrafanaRTTS
Watch this recorded webinar about real-time monitoring of application performance. See how to integrate Apache JMeter, the open-source leader in performance testing, with InfluxDB, the open-source time-series database, and Grafana, the open-source analytics and visualization application.
In this webinar, we will review the benefits of leveraging InfluxDB and Grafana when executing load tests and demonstrate how these tools are used to visualize performance metrics.
Length: 30 minutes
Session Overview
-------------------------------------------
During this webinar, we will cover the following topics while demonstrating the integrations of JMeter, InfluxDB and Grafana:
- What out-of-the-box solutions are available for real-time monitoring JMeter tests?
- What are the benefits of integrating InfluxDB and Grafana into the load testing stack?
- Which features are provided by Grafana?
- Demonstration of InfluxDB and Grafana using a practice web application
To view the webinar recording, go to:
https://www.rttsweb.com/jmeter-integration-webinar
Smart TV Buyer Insights Survey 2024 by 91mobiles.pdf91mobiles
91mobiles recently conducted a Smart TV Buyer Insights Survey in which we asked over 3,000 respondents about the TV they own, aspects they look at on a new TV, and their TV buying preferences.
GDG Cloud Southlake #33: Boule & Rebala: Effective AppSec in SDLC using Deplo...James Anderson
Effective Application Security in Software Delivery lifecycle using Deployment Firewall and DBOM
The modern software delivery process (or the CI/CD process) includes many tools, distributed teams, open-source code, and cloud platforms. Constant focus on speed to release software to market, along with the traditional slow and manual security checks has caused gaps in continuous security as an important piece in the software supply chain. Today organizations feel more susceptible to external and internal cyber threats due to the vast attack surface in their applications supply chain and the lack of end-to-end governance and risk management.
The software team must secure its software delivery process to avoid vulnerability and security breaches. This needs to be achieved with existing tool chains and without extensive rework of the delivery processes. This talk will present strategies and techniques for providing visibility into the true risk of the existing vulnerabilities, preventing the introduction of security issues in the software, resolving vulnerabilities in production environments quickly, and capturing the deployment bill of materials (DBOM).
Speakers:
Bob Boule
Robert Boule is a technology enthusiast with PASSION for technology and making things work along with a knack for helping others understand how things work. He comes with around 20 years of solution engineering experience in application security, software continuous delivery, and SaaS platforms. He is known for his dynamic presentations in CI/CD and application security integrated in software delivery lifecycle.
Gopinath Rebala
Gopinath Rebala is the CTO of OpsMx, where he has overall responsibility for the machine learning and data processing architectures for Secure Software Delivery. Gopi also has a strong connection with our customers, leading design and architecture for strategic implementations. Gopi is a frequent speaker and well-known leader in continuous delivery and integrating security into software delivery.
DevOps and Testing slides at DASA ConnectKari Kakkonen
My and Rik Marselis slides at 30.5.2024 DASA Connect conference. We discuss about what is testing, then what is agile testing and finally what is Testing in DevOps. Finally we had lovely workshop with the participants trying to find out different ways to think about quality and testing in different parts of the DevOps infinity loop.
LF Energy Webinar: Electrical Grid Modelling and Simulation Through PowSyBl -...DanBrown980551
Do you want to learn how to model and simulate an electrical network from scratch in under an hour?
Then welcome to this PowSyBl workshop, hosted by Rte, the French Transmission System Operator (TSO)!
During the webinar, you will discover the PowSyBl ecosystem as well as handle and study an electrical network through an interactive Python notebook.
PowSyBl is an open source project hosted by LF Energy, which offers a comprehensive set of features for electrical grid modelling and simulation. Among other advanced features, PowSyBl provides:
- A fully editable and extendable library for grid component modelling;
- Visualization tools to display your network;
- Grid simulation tools, such as power flows, security analyses (with or without remedial actions) and sensitivity analyses;
The framework is mostly written in Java, with a Python binding so that Python developers can access PowSyBl functionalities as well.
What you will learn during the webinar:
- For beginners: discover PowSyBl's functionalities through a quick general presentation and the notebook, without needing any expert coding skills;
- For advanced developers: master the skills to efficiently apply PowSyBl functionalities to your real-world scenarios.
Key Trends Shaping the Future of Infrastructure.pdfCheryl Hung
Keynote at DIGIT West Expo, Glasgow on 29 May 2024.
Cheryl Hung, ochery.com
Sr Director, Infrastructure Ecosystem, Arm.
The key trends across hardware, cloud and open-source; exploring how these areas are likely to mature and develop over the short and long-term, and then considering how organisations can position themselves to adapt and thrive.
2. Landscape Changes
DDMAC OPDP
Key landscape questions
• What’s your approval process? Can you report against it, or take
action?
• Who handles your marketing submissions today?
• More than just a name change?
• More compliance enforcement budget $ means more teeth?
• New hurdles for prescription and direct to consumer products?
• New rules for social media and internet?
• What does this mean for new product, indications or our legacy?
3. Current Landscape Intelligence
More enforcement and compliance info
requests
Do you have the process, workflows, and data
DAM a key part of your brand integrity strategy
You’re probably doing this today with other tools
such as Zinc
Position yourself to be successful
Know what you’ll need to scale across current /
future or acquired brands
4. Maturity – Detail View
Short Term
• Centralized area with all graphics, video and other media.
• Enable Search, Taxonomy, and Keywords.
Asset Management • Cost savings by sharing assets among brands and agencies.
• Extended data attributes support better management of assets with insight into
(Brand Management, Agencies) expiration, royalties and license terms.
• External collaboration between parties.
Intermediate
• Standard workflow process for design, submission and approval of Marketing
Marketing Material Materials which contain a medical claim or other regulated messages.
Review & Approval Workflow • Each brand has its own workspace (SharePoint site collections)
• Material can be PDF, Video, Graphic, etc.
(Brand Management, Agencies, • Work items for agencies are initiated in SharePoint or via InfoPath. Agencies
work with brand to submit material for review/approval by participant who
Medical Information) verifies medical claims.
Long Term
• Separate SharePoint Web Application > partitioned from rest of farm.
• Approved materials moved via custom workflow action with select group of meta data,
Compliance Archive versions.
• Searchable database of all approved marketing materials by product, graphics, etc.
(Legal, Regulatory) • Can be configured to assemble and push supporting materials to other systems
including FDA.
• Discoverable archive preserved for legal and regulatory purposes.
5. Maturity Model – Simple View
Asset Management Review and Approval Compliance Datamart
• Centralized assets (graphics, video, etc) • Workflow for design, approval and • Approved materials tracker
• Search, Taxonomy and Metadata internal approval of medical claims • Search and reports on datamart
• Asset re-use and asset intelligence • Brand workspaces (optional) • Push to 3rd parties (IE Zinc MAPS)
• External collaboration • Agency collaboration throughout • Discoverable and traceable
lifecycle of work items
6. What makes you success
Tracking of approved messages
Cradle to grave
Central repository for assets
Used by agencies in the production of marketing
materials
Reduced spend on media licensing and royalties
sharing already owned assets across agencies/brands
Build framework to extend the value of assets
management system for upstream and downstream
business value including compliance
7. Where to start with ?
Digital Asset management
“quick hits”
Single area to manage assets with brand
management and agencies realizes immediate
productivity gains.
Assets shared among brands and agencies
maximize marketing spend for asset licensing
and approval.
Taxonomy, keywords all support powerful
Search capabilities.
Extended attributes support both reporting on
license terms and potential to automate asset
retirement using workflow.
8. Why align with a larger strategy?
Intermediate and long term value
Standard process for working with
agencies to produce and approve
marketing material and digital assets.
Collaborate in the same platform (browser,
SharePoint)
Continue to capture data about the
lifecycle of assets by including in which
material they are used.
Build a compliance engine for submission
of data to FDA; archive these submissions
electronically for lower cost electronic
discovery production.
9. SharePoint and Digital Asset Management
Life sciences has widely adopted SharePoint
SharePoint widely used in pharma (you own licenses today).
Rapid application development on platform lowers complexity.
Use search for ease of access, finding the right assets.
Extended asset attribute data is natively supported and aides
development of lifecycle management tools and workflow.
Secure external access to collaborate with agencies is
supported.
Can be a validated solution.
Ease of access using web browser, Microsoft Office and Adobe.
Integration other platforms & systems (Zinc)