Uploaded byChris Riley ☁
SharePoint Meet ECM at #SPSSC
The document discusses Enterprise Content Management (ECM) strategies in SharePoint. It defines ECM as the methodologies and processes for capturing, storing, securing, and retrieving content. It outlines how to implement ECM best practices in SharePoint such as creating a taxonomy, enabling document IDs, retention schedules, and records management features. It also notes that future versions of SharePoint will move away from folders and focus more on content retrieval. The presentation provides tips on planning for the future of SharePoint and ECM, starting ECM efforts today, and explains the value of ECM to organizations.
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SharePoint Meet ECM at #SPSSC
- 2. SharePoint ECM Chris Riley, ECMp, IOAp, v-TSP Product Manager / Evangelist CloudShare, Inc. @HoardingInfo
- 3. Why Chris? • KnowsSome Stuff about SharePoint • ECM Speaker and Author of Standards • Has Acronyms, on the Board of AIIM
- 4. What is CloudShare? •On-Demand SharePoint Farms in the cloud • Not Multi-Tenant but Full Server Access • Pre-Installed SharePoint • For Dev/Testing/POC/Demos and Training
- 5. Logistics • Define ECM •ECM in SharePoint • Talk the Talk • Demo • The Future
- 6. ECM is amethodology NOT a technology
- 7. If you aremigrating Shared Drives You are doing it WRONG!
- 8. Folders are thenew F*$# word
- 9. ECM • The termECM is now OLD • It’s the methodologies and processes for capturing, storing, securing, and retrieving content. • It makes your end-users – Work suck a little less – Spend less time finding content & more time using it – Keeps your organization’s content secure and relevant
- 10. ECM • Knowledge workersdon’t pay attention to how they do what they do • Your content managers don’t speak your language, and you don’t speak theirs
- 11. ECM in SharePoint • Create a living Governance Plan • Design a Taxonomy • Setup Document ID service • Plan for eDiscovery • Setup content types and content type publishing • Setup retention schedules per your file plan • Enable records management in-place or records center • Enable content audits • All before a single document is uploaded
- 12. ECM in SharePoint Mostof ECM in SharePoint is created outside of SharePoint
- 13. Talk the Talk SharePoint ECM Managed Meta-Data Taxonomy Rating, Keywords, Like It, Tagging Folksonomy Document Sets Compound Documents Content Types Meta-data containers not Document Types Information Management Policies Records Management
- 14. Talk the Talk • System of Record • System of Engagement • Information Architecture – Hierarchy • Records Management • Taxonomy – Functional – Regional • eDiscovery
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- 17. Tips • Plan for vNext • Start Today • Don’t neglect Governance and Planning • Explain the value • Make friends
- 18. Tips • Crowd Source • Don’t foster bad habits, i.e. workspaces • Out-of-the-box as much as possible • Don’t look for cookie cutter implementations
- 19. What does thefuture hold • CMIS • SharePoint 15 • Folders go away • A Focus on retrieval
- 20. Resources • ECM & SharePoint - http://www.aiim.org/Community/SharePoint • Records Management – www.arma.org • Ready Taxonomies – http://www.hoardinginformation.com
- 21. Call Me! • Chris@CloudShare.com •@HoardingInfo
- 23. Join us rightafter the event at Firehouse Grill for a free drink, kindly provided by AvePoint and Rackspace! 1765 East Bayshore Road East Palo Alto, CA 94303 (Next to Nordstrom Rack). Drinks to be provided by…..