This document provides an overview and summary of a SharePoint Saturday event in Houston. It includes information about the speakers, sponsors, and logistics of the event. The key topics to be discussed are defining enterprise content management (ECM), demonstrating how ECM can be implemented in SharePoint, and discussing what the future may hold for ECM and SharePoint. Attendees are encouraged to engage with the SharePoint community and take advantage of resources for continuing their ECM and SharePoint learning.

1. Welcome
SharePoint ECM
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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:
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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!
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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”
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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
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6. Logistics
• Define ECM
• ECM in SharePoint
• Talk the Talk
• Demo
• The Future
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7. Words of Wisdom
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8. Projects fail because of people,
not technology
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9. ECM is a methodology NOT a technology
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10. If your migrating Shared Drives
Your doing it WRONG!
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11. If you don’t have a team
Your doing it WRONG!
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12. Folders are the new F*$# word
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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
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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
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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
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16. ECM in SharePoint
Most of ECM in SharePoint is created
outside of SharePoint
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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
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18. Talk the Talk
• System of Record
• System of Engagement
• Information Architecture – Hierarchy
• Records Management
• Taxonomy
– Functional
– Regional
– Time Based
• eDiscovery
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19. DEMO
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20. What does the future hold
• CMIS
• SharePoint 15
• Folders go away
• Content on-boarding is no longer the problem
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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
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22. Resources
ECM & SharePoint: http://www.aiim.org/Community/SharePoint
Records Management: www.arma.org
Ready Taxonomies: http://www.hoardinginformation.com
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23. Call Me!
• Chris@CloudShare.com
• @HoardingInfo
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24. Thanks to all our Sponsors
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