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The Future of Managed MetaData

Simon Rawson & James Milne
Overview

• Introduction
• Content Types - Demo
• Managed MetaData - Demo

• Maturity Model – Where are you?
• Case Study
•
•
•
•

Goals
Challenges
Tool Set
Outcomes
Content Types
Demo

AUTO TAGGING OOTB
Managed Metadata

• Cross Site
• Inter Farm
• Content Type Hub
Demo

MANAGED METADATA TAGGING
How we used to do it..

+

Finance

+

Purchasing

+

Policies

401.1 Purchasing Pens.doc
Upload to SharePoint..

+

Finance

+

Purchasing

+

Policies

401.1 Purchasing Pens.doc
We can view it in many ways..
Demo

METADATA NAVIGATION
Taxonomy vs. Folksonomy
Gartner Maturity Model for ECM
Level 1: Initial

• Project Focus / Ad-hoc Applications

• Isolated Areas of Metadata
• Multiple Applications using discrete Metadata
• Ambiguous terms / Inconsistent usage

• Compliance painful / challenges
Level 2: Opportunistic

• ECM Leaders build relationships with business
peers

• Best Practices followed inconsistently
• Opportunities identified to consolidate
applications
Level 3: Organised

• Business Case Written
• Governance committee with formal roles
established
• ECM Team work to improve business processes
• ECM Suites implemented
Level 4: Enterprise

• Direct link between ECM and Business Outcomes
• Hybrid Content/System Architecture

• Vendors chosen to match ECM Strategy
• ECM Team coordinate projects across the
organisation
Level 5: Transformative

• Extensive Meta-tagging of content

• Change management and training routine
• ECM Team proactively investigate New
Technologies
• Content Standards when buying New
Technologies
How to stay ahead..

• Constant evolution of your taxonomies, Organisational,
Environment, Culture, Mark place, Products & Services..

• Develop the organization's competencies and best
practices into institutions that function consistently at a
high level.
• Continually evaluate emerging content management
technologies for applicability and impact on the business.
• Turn partnerships with the business and with vendors into
relationships for collaborating on future vision and
planning.
Document Centric Intranets
Process Centric Intranets
Case Study

• New SharePoint Project
• 13,000 Terms in their taxonomies
• Taxonomies created from their ERM
• 40,000 Documents (estimated)
Goals

• Match staff skills in IT Support to Knowledgebase
• Decommission Lotus Notes Document
Management System
• Maintain Search-ability
• Short time frame – Initial timeframes 1 month
Challenges

• Hard EOL of current DM Systems
• Limited staff (2 staff)
• Automated Methods of migrations didn’t work
• Legacy system IA (Organically grown)

• Staff Turnover
Outcomes

• Extensive Taxonomies

• All Content Auto Tagged
• Ahead of time
• “it just worked”

• Faceted Search
Demo
DataFacets
Poll: Upgrading to SharePoint 2010?
Questions

James.Milne@myriadtech.com.au
@JamesMilne

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