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Welcome
SharePoint       ECM



             0
Welcome to SharePoint Saturday Houston
   Thank you for being a part of the 3rd
Annual SharePoint Saturday for the greater
             Houston area!
• Please turn off all electronic devices or set them to vibrate.
• If you must take a phone call, please do so in the hall so as not
  to disturb others.
• Thanks to our Title Sponsor:           And our Platinum Sponsors:




                                 1
Information
• Speaker presentation slides will be available at
  SharePointSaturday.org/Houston within a week
• Keep checking website for future events
• The Houston SharePoint User Group at
  www.h-spug.org, will be having it’s May meeting
  Wednesday May 24th. Please be sure to join us!
• Have a great day!




                         2
Why Chris? | @HoardingInfo

       • Product Manager @CloudShare

       • Knows Stuff about SharePoint

       • ECM Speaker and Author of Standards

       • Has Acronyms, on the Board of AIIM

       • I have a Chihuahua named “Bean”

               3
Who is CloudShare?


• On-Demand SharePoint Farms in the cloud

• Non-Multi Tenant Full Server Access

• Pre-Installed SharePoint & MS Stack

• For Dev/Testing/POC/Demos and Training




                             4
Logistics

• Define ECM

• ECM in SharePoint

• Talk the Talk

• Demo

• The Future


                          5
Words of Wisdom




       6
Projects fail because of people,
        not technology




               7
ECM is a methodology NOT a technology




                  8
If your migrating Shared Drives
     Your doing it WRONG!




              9
If you don’t have a team
  Your doing it WRONG!




           10
Folders are the new F*$# word




             11
ECM
• The term ECM is old but still exists

• It’s the methodologies and process for
  capturing, storing, securing, and retrieving
  content.

• It makes your Information professionals
  – Work suck a little less
  – Spend less time finding content more time using it
  – Keeps your organization’s content secure and relevant

                           12
ECM

• Your knowledge workers don’t pay attention
  to how they do what they do

• Your content managers don’t speak your
  language, and you don’t speak theirs




                     13
ECM in SharePoint
•   Create a living Governance Plan
•   Create a taxonomy
•   Setup Document ID service
•   Plan for eDiscovery
•   Setup content types and content type publishing
•   Setup retention schedules per your file plan
•   Determine what Folksonomy to use
•   Enable records management in-place or records center
•   Evaluate value of document sets
•   Enable content audits


• All before a single document is uploaded

                                       14
ECM in SharePoint




Most of ECM in SharePoint is created
       outside of SharePoint




                 15
Talk the Talk


            SharePoint                                    ECM

Managed Meta-Data                         Taxonomy
MMS, Rating, Keywords, Like It, Tagging Folksonomy
Document Sets                             Compound Documents
Content Types                             Not synonymous with Document Types
Information Management Policies           Records Management




                                     16
Talk the Talk
•   System of Record
•   System of Engagement
•   Information Architecture – Hierarchy
•   Records Management
•   Taxonomy
    – Functional
    – Regional
    – Time Based
• eDiscovery

                          17
DEMO




 18
What does the future hold



•   CMIS
•   SharePoint 15
•   Folders go away
•   Content on-boarding is no longer the problem




                         19
Tips
•   Run out of this meeting and START NOW
•   Always think about v.Next
•   Governance, Do it, It’s not what you think
•   Pre-Mortem
•   Don’t Tell, SHOW!
•   Make friends | Crowd Source
•   Don’t foster bad habits ( workspaces, explorer view)
•   Out-of-the box as much as possible
•   Don’t look for cookie cutter implementations


                            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




               22
Thanks to all our Sponsors




            23

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SharePoint Meet ECM - SPS Houston

  • 2. Welcome to SharePoint Saturday Houston Thank you for being a part of the 3rd Annual SharePoint Saturday for the greater Houston area! • Please turn off all electronic devices or set them to vibrate. • If you must take a phone call, please do so in the hall so as not to disturb others. • Thanks to our Title Sponsor: And our Platinum Sponsors: 1
  • 3. Information • Speaker presentation slides will be available at SharePointSaturday.org/Houston within a week • Keep checking website for future events • The Houston SharePoint User Group at www.h-spug.org, will be having it’s May meeting Wednesday May 24th. Please be sure to join us! • Have a great day! 2
  • 4. Why Chris? | @HoardingInfo • Product Manager @CloudShare • Knows Stuff about SharePoint • ECM Speaker and Author of Standards • Has Acronyms, on the Board of AIIM • I have a Chihuahua named “Bean” 3
  • 5. Who is CloudShare? • On-Demand SharePoint Farms in the cloud • Non-Multi Tenant Full Server Access • Pre-Installed SharePoint & MS Stack • For Dev/Testing/POC/Demos and Training 4
  • 6. Logistics • Define ECM • ECM in SharePoint • Talk the Talk • Demo • The Future 5
  • 8. Projects fail because of people, not technology 7
  • 9. ECM is a methodology NOT a technology 8
  • 10. If your migrating Shared Drives Your doing it WRONG! 9
  • 11. If you don’t have a team Your doing it WRONG! 10
  • 12. Folders are the new F*$# word 11
  • 13. ECM • The term ECM is old but still exists • It’s the methodologies and process for capturing, storing, securing, and retrieving content. • It makes your Information professionals – Work suck a little less – Spend less time finding content more time using it – Keeps your organization’s content secure and relevant 12
  • 14. ECM • Your knowledge workers don’t pay attention to how they do what they do • Your content managers don’t speak your language, and you don’t speak theirs 13
  • 15. ECM in SharePoint • Create a living Governance Plan • Create a taxonomy • Setup Document ID service • Plan for eDiscovery • Setup content types and content type publishing • Setup retention schedules per your file plan • Determine what Folksonomy to use • Enable records management in-place or records center • Evaluate value of document sets • Enable content audits • All before a single document is uploaded 14
  • 16. ECM in SharePoint Most of ECM in SharePoint is created outside of SharePoint 15
  • 17. Talk the Talk SharePoint ECM Managed Meta-Data Taxonomy MMS, Rating, Keywords, Like It, Tagging Folksonomy Document Sets Compound Documents Content Types Not synonymous with Document Types Information Management Policies Records Management 16
  • 18. Talk the Talk • System of Record • System of Engagement • Information Architecture – Hierarchy • Records Management • Taxonomy – Functional – Regional – Time Based • eDiscovery 17
  • 20. What does the future hold • CMIS • SharePoint 15 • Folders go away • Content on-boarding is no longer the problem 19
  • 21. Tips • Run out of this meeting and START NOW • Always think about v.Next • Governance, Do it, It’s not what you think • Pre-Mortem • Don’t Tell, SHOW! • Make friends | Crowd Source • Don’t foster bad habits ( workspaces, explorer view) • Out-of-the box as much as possible • Don’t look for cookie cutter implementations 20
  • 22. Resources ECM & SharePoint: http://www.aiim.org/Community/SharePoint Records Management: www.arma.org Ready Taxonomies: http://www.hoardinginformation.com 21
  • 24. Thanks to all our Sponsors 23

Editor's Notes

  1. CMISCan Kodak help lead the way?Does Microsoft care?