1. Understand SharePoint As A Platform 2. Build Information Governance Into & Throughout SharePoint 3. Align SharePoint With Everything Else For Consistent Application Of Policy & Procedure

1. Make SharePoint The
Heart Of Your
Information
3 Ways To Extend Your Investment

2. Jim Merrifield
Contact Jim:
jmerrifield@filetrail.com
@IGmode
linkedin.com/in/jmerrifield
www.FileTrail.com
Jim Merrifield is the Director of Information Governance
for FileTrail, Inc. He focuses on educating enterprise
organizations on how to design and implement an
effective records management and information
governance strategy. Prior to joining FileTrail, Jim was the
Records Manager at Finn Dixon & Herling LLP. Jim holds
both industry leading designations, the certified
Information Governance Professional (IGP) and certified
Information Professional (CIP). Jim is codeveloper of the
ARMA IGP Course, an AIIM education partner and
President of the ARMA Connecticut Chapter.

3. Nick Inglis
Contact Nick:
ninglis@leftgen.com
@nickinglis
@leftgengroup
linkedin.com/in/nickginglis
www.LeftGen.com
www.NickInglis.com
Nick Inglis is the Founder of LeftGen Information
Management Group based out of Providence, RI. Nick was
formerly the Director of Professional Development at
AIIM. He is the author of the AIIM SharePoint Governance
Toolkit, codeveloper of the ARMA IGP Course, and is
widely respected as a leading voice on SharePoint and
Information Governance. Nick is an AIIM SharePoint
Master, AIIM Enterprise 2.0 Master, AIIM Enterprise
Content Management Specialist and Inbound Marketing
Certified Professional.

4. Make SharePoint The Heart Of Your Information
1. Understand SharePoint As A Platform
2. Build Information Governance Into & Throughout SharePoint
3. Align SharePoint With Everything Else For Consistent
Application Of Policy & Procedure

5. SharePoint as a Platform
» Ask 10 people what SharePoint is, get 10 different answers.
» SharePoint is a platform.
» Define what SharePoint will do, clearly define what it WILL
NOT do.

6. SharePoint as a Platform
» According to IDC in 2011, SharePoint still had gaps in key
Content Management areas including Web Content
Management, Document Imaging and Records Management.
» Today, those gaps are being removed.
» Microsoft has continued building functionality through the
2013 release of SharePoint

7. SharePoint as a Platform
» What do we need SharePoint for?
» Leverage a Reference Architecture.
» Doculabs has a great model for building a Reference
Architecture: http://www.richardmedinadoculabs.com/1/post/2013/04/an-ecmenterprise-reference-architecture-and-ecm-glossary.html

8. SharePoint as a Platform
Map enterprise
technologies with key
functions that
organizations require.

9. SharePoint as a Platform
Color code to fitness of
the solution for the task.

10. SharePoint as a Platform
Go through this for your
current state and for
your proposed future
state.

11. SharePoint as a Platform
Identify areas where
SharePoint will serve
and where it will not
serve.

12. Information Governance & SharePoint
» SharePoint, if left to it’s own devices will not provide
comprehensive Information Governance.
» Some elements will be there like Site Provisioning, but even
those need to be improved.

13. Information Governance & SharePoint
SharePoint Information Governance Key Elements:

14. Information Governance & SharePoint
Where we’ll focus today: Content & Classification.

15. Information Governance & SharePoint
Content Governance must be applied in
SharePoint. It should ensure that all Content
is managed with consistency throughout it’s
lifecycle from creation through to
disposition.

16. Information Governance & SharePoint
Content Governance includes:
» Site Provisioning & Disposition
» Metadata (Columns) Standardization
» Library & List Standards
» File Plan Application
» Establishing Site Templates

17. Information Governance & SharePoint
Classification Governance includes:
» Setting Up Consistent Classification
» Automating Records Declaration
» Defining Points of Divergence For Properties
» Use of the Managed Metadata
Service & Content Type Hub

18. SharePoint & Everything Else
As great as this is to have managed and governed in
SharePoint, we likely have other systems and paper in which
we need to align this work.

19. SharePoint & Everything Else
It is not acceptable to inconsistently apply governance policies
between systems and between formats (electronic & paper).
You need to be able to manage, track and govern content in all
formats.

20. FileTrail Bridges the Gap
» Consistent application and integrated view of electronic and
paper through FileTrail’s integrated RM in SharePoint.
» Management of paper through RFID
» Automatic declaration of content (electronic & paper) through
FileTrail applying information management policies in
SharePoint w/ FT.

21. Integrated view of electronic and physical items.
21

22. RFID Growth
89%
90%
81%
3100
3000
80%
2500
63%
60%
2157
50%
1500
40%
30%
1198
1000
20%
500
676
20
10%
2285
1834
2000
220
Reduction in time spent on audits and
looking for lost items.
Client survey 10/2010
Clients continue to invest in
RFID-based solutions
2011
2010
2009
2008
Full Coverage
2006
Portable Device only Mixed Environment
2005
0
0%
2007
70%
3500
2012
(proj…
100%
FileTrail is the Leader in RFID
Deployments in Carpeted Space
Gartner Research
+$4Billion market in ’09
with 20%- 30% CAGR

23. Govern Your Content

24. About FileTrail
Founded in 2000
HQ in San Jose, CA
Over 20 years of URM Experience
East Coast:
Washington DC
450 Clients and
20% Annual Growth
North America: 80%
Europe: 20%
APAC & Africa
Information Intelligence
Leader in Management, Asset Tracking and
process improvement
24

25. Make SharePoint The Heart Of Your Information
1. Understand SharePoint As A Platform
2. Build Information Governance Into & Throughout SharePoint
3. Align SharePoint With Everything Else For Consistent
Application Of Policy & Procedure