1. How to implement SharePoint 2010? Learn how to implement SharePoint to manage documents and records AtleSkjekkeland Vice President, AIIM www.aiim.org/sp

2. The Need for Best Practices “There is so much heat and so little light out there about exactly what SharePoint does and how it does it. We hear from many SharePoint users who thought they were buying an application (i.e., process automation ready to roll right out of the box), only to find they were really buying a platform (i.e., a powerful ECM platform, but requiring customization and integration). There is a critical need for SharePoint implementation best practices so that users can make platform decisions with the 'lights on.'" John Mancini AIIM President www.aiim.org/sp SharePoint is a Registered Trademark of Microsoft

3. AIIM: The Place to Learn The new AIIM SharePoint Certificate Program developed with Gimmal Group, is designed from global best practices among our 65,000 strong community Skill sets and best practices are identified by Education Advisory Groups in North America and Europe Microsoft reviewed the program to ensure accuracy when describing possibilities with SharePoint 2010 Don't get left behind, - join the AIIM community of experts by becoming an AIIM Practitioner, Specialist or Master. www.aiim.org/sp SharePoint is a Registered Trademark of Microsoft

4. Certificate Course Structure Why? How? What? Use? SharePoint Practitioner SharePoint Specialist SharePoint Strategy Case Study The Practitioner and Specialist programs are available as both online and classroom courses The Strategy and Master programs are only available as classroom courses www.aiim.org/sp SharePoint is a Registered Trademark of Microsoft

5. Specialist & Master Course Implement Sustain Transition Assess Change Management Customization Documenting Requirements Information Gathering Strategy Integration Records Management Test, Train, Sustain Migration Business Case Governance www.aiim.org/sp SharePoint is a Registered Trademark of Microsoft

6. Step 1: Assess Analyze and identify capabilities and gaps Quantify storage, volume, capacity and geography requirements Understand interviewing and what elements need to be gathered Quantify technical, administrative and productivity benefits Identify the business case areas justifying a SharePoint environment Identify the level of effort and cost elements Develop a content management strategy for SharePoint Understand and communicate the scope/impact on business areas Construct a reference architecture to identify projects/opportunities Assess Information Gathering Strategy Business Case www.aiim.org/sp SharePoint is a Registered Trademark of Microsoft

7. Step 2: Transition Develop/define business and technology requirements Leverage existing standards Identify categories of functional areas to document Review ability to comply with records management imperatives Communicate influences of enterprise compliance Identify SharePoint elements that meet compliance challenges Establish governance structure/role definition Recognize appropriate responsibility for different usage, development, support, infrastructure issues Develop high level governance plan and program documents Transition Documenting Requirements Records Management Governance www.aiim.org/sp SharePoint is a Registered Trademark of Microsoft

8. Step 3: Implement Identify tools/options for development within SharePoint Plan/design primary components for core capabilities of SharePoint Evaluate the buy versus build options Identify the risks/issues with configuration versus custom development Determine realistic resource requirements (human /machine) for development and support Identify legacy application integration requirements Enumerate existing platform/protocol standard Identify strengths/weaknesses with integration to other content management platforms Identify/quantify types of content to be migrated to SharePoint Map data and data type from one system to another Validate migration for quality assurance Quantify and plan level of effort required for migration Implement Customization Integration Migration www.aiim.org/sp SharePoint is a Registered Trademark of Microsoft

9. Step 4: Sustain Identify technical, organizational and cultural elements of a change management program Coordinate support, infrastructure, migration and training for effective rollout Develop a communication plan before, during and after implementation Ensure implementation meets user expectations Develop a disaster recovery plan Identify capacity changes and requirements for performance monitoring Ensure continued quality improvements on system and data Sustain Change Management Test, Train, Sustain www.aiim.org/sp SharePoint is a Registered Trademark of Microsoft

10. Course Feedback "Often I have watched enterprises use chaos and complexity theory for the deployment of their SharePoint applications. The goal seems to be throw it out there, see if it sticks, and if it does, then let it self-organize. This may work very well for certain microbial colonies or ant colonies, but humans need guidance and direction. The new AIIM SharePoint Certificate Program provides the vision and roadmap to organize a SharePoint deployment around total efficacy. Without a knowledge of both best and worst practices, a SP administrator or project manager would have to spend months, possibly years trying to figure out a workable and successful strategy. This new program shortens the critical learning cycle and increases the immediate business value proposition for the enterprises in using SharePoint.” Michael Sutton, PhD., Assoc. Professor of Knowledge Mobilization Bill and Vieve Gore School of Business, Westminster College, Salt Lake City, UT www.aiim.org/sp SharePoint is a Registered Trademark of Microsoft

11. Course Availability Online courses Practitioner and Specialist course 24/7 Access Visit www.aiim.org/sp for more information Classroom courses Practitioner and Master Classes Instructor-led Classroom courses Visit www.aiim.org/sp to locate a class near you www.aiim.org/sp SharePoint is a Registered Trademark of Microsoft

12. Questions? Visit aiim.org/sp To locate a classroom course near you Sign up for an online course – available 24-7 for 6 months Ask AIIM to deliver an in-house class for your organization by emailing training@aiim.org www.aiim.org/sp SharePoint is a Registered Trademark of Microsoft