Uploaded byChris Riley ☁
SharePoint Meet ECM - SPSLA 2012
The document outlines Chris Riley's presentation on ECM (Enterprise Content Management) and its integration with SharePoint, highlighting its evolution from technology to methodology for managing content. It emphasizes the importance of governance, planning, and effective information management practices rather than relying on outdated structures like folders. Additionally, it promotes collaboration in building effective ECM solutions and mentions resources for further information.
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SharePoint Meet ECM - SPSLA 2012
- 1. SharePoint ECM Chris Riley, ECMp, IOAp, v-TSP Product Manager / Evangelist CloudShare, Inc. @HoardingInfo
- 2. Why Chris? • KnowsSome Stuff about SharePoint • ECM Speaker and Author of Standards • Has Acronyms, on the Board of AIIM
- 3. Who is CloudShare? •On-Demand SharePoint Farms in the cloud • Not-Multi Tenant Full Server Access • Pre-Installed SharePoint • For Dev/Testing/POC/Demos and Training
- 4. Logistics • Define ECM •ECM in SharePoint • Talk the Talk • Demo • The Future
- 5. ECM is amethodology NOT a technology
- 6. If your migratingShared Drives Your doing it WRONG!
- 7. Folders are thenew F*$# word
- 8. ECM • The termECM is now OLD • 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
- 9. ECM • Your knowledgeworkers 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
- 10. 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
- 11. ECM in SharePoint Most of ECM in SharePoint is created outside of SharePoint
- 12. 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
- 13. Talk the Talk • System of Record • System of Engagement • Information Architecture – Hierarchy • Records Management • Taxonomy – Functional – Regional • eDiscovery
- 14.
- 15. What does thefuture hold • CMIS • SharePoint 15 • Folders go away • A Focus on retrieval
- 16. Tips • Start Today • Don’t neglect Governance and Planning • Explain the value • Make friends • Crowd Source • Don’t foster bad habits ( workspaces, explorer view) • Let be flexible what can be, regulate the rest • Out-of-the box as much as possible • Don’t look for cookie cutter implementations
- 17. Resources • ECM & SharePoint - http://www.aiim.org/Community/SharePoint • Records Management – www.arma.org • Ready Taxonomies – http://www.hoardinginformation.com
- 18. Call Me! • Chris@CloudShare.com •@HoardingInfo
- 19. We want yourfeedback! Use this QR code or visit: http://sps.la/feedback Silver Sponsors:
- 20. Victory Lap- socialevent "SharePoint Victory Lap" Social Event for SPSLA will be at: 5:30pm to 8pm at Di Piazzas (5205 E. Pacific Coast Hwy, 90804)
Editor's Notes
- #18 CMISCan Kodak help lead the way?Does Microsoft care?