SharePoint 2013 as a Records Management Platform - SharePoint Fest NYC 2014Ryan McIntyre
Platform changes in SharePoint 2010 provided true records management capabilities to companies that rely on SharePoint for their document management and collaboration needs. SharePoint 2013 Online and Server builds upon this success with additional capabilities and features. Among other improvements we’ll be looking at in this session, the eDiscovery and hold capabilities have been greatly improved utilizing a new search engine and many platform features are simpler to use. Come learn about the record management capabilities in SharePoint 2013, see how to utilize them properly, and hear real success stories.
SharePoint 2013 as a Records Management Platform - SharePoint Fest NYC 2014Ryan McIntyre
Platform changes in SharePoint 2010 provided true records management capabilities to companies that rely on SharePoint for their document management and collaboration needs. SharePoint 2013 Online and Server builds upon this success with additional capabilities and features. Among other improvements we’ll be looking at in this session, the eDiscovery and hold capabilities have been greatly improved utilizing a new search engine and many platform features are simpler to use. Come learn about the record management capabilities in SharePoint 2013, see how to utilize them properly, and hear real success stories.
Introduction to Records Management and Compliance in Office 365Noorez Khamis
This session is an introductory session geared towards IT Pro's and Business Users who are interested in how Office 365 can facilitate their Records Management and Security Compliance needs. Microsoft Office 365 has been built from the ground up with concepts of security and data usage compliance in order to meet your organization's legal, regulatory, and technical requirements. Setting up policies and enabling services to meet your Records Management needs throughout the various capabilities of Office 365 (SharePoint Online, Exchange Online, etc...) will be covered in this session.
• Provides theoretical background on records management
• Starts from the business challenges, then uses SharePoint to address them
• Relates SharePoint records management to standards like ISO 15489
• Build a working end-to-end solution
• Shows how enhance RM functionality by using out-of-the-box features
Enterprise content management overview in SharePoint 2013SPC Adriatics
Speaker: Zlatan Džinić; ECM has played a central role in Microsoft’s Business Productivity infrastructure (as part of the Unified Business Platform along with Unified Communications, Business Intelligence, Collaboration and Enterprise Search). The promise that SharePoint has delivered over the years has been about bringing ECM to the masses, or bringing organizational content to everyone. In this session we will take a look at the SharePoint’s ECM offering focusing on advancements in SharePoint 2013 on how to create, control and protect the information in your organization with this next generation platform.
SharePoint and ECM – experience from the fieldSPC Adriatics
Enterprise Content Management is again a very hot topic and SharePoint can be corner stone of your ECM strategy and implementation. In this session we will go through all parts of document/content lifecycle (capture, manage, store, preserve, workflow) with examples of implemented solutions in the region and live demo.
Process mapping for Information Management professionalsSimon Rawson
This presentation was delivered at the Records and Information Management Professionals' Association July 2019 Victoria seminar. The aim is to provide an overview of process mapping in an information management context for Information Managers.
How Microsoft SharePoint Gives You a Realistic Approach to Content ManagementNicky Bleiel
Managing your content ensures efficiency in your work and accuracy in your documentation.This session discusses managing content with SharePoint and demonstrates some of its features.
10 Things You'll Need to Succeed with Information Governance and SharePointRecordLion
This educational presentation discusses not only Information Governance surrounding SharePoint Environments, but expanding beyond to other platforms in your organization.
Review of the new Managed Metadata experience in SharePoint OnlineDrew Madelung
As part of the Vlad and Drew Microsoft cloud webinar series we welcomed members of the Microsoft team to review of the new taxonomy, content types, UX, functionality, and APIs.
Moving mountains with Sharepoint - Document Management with SharePoint 2013Oliver Wirkus
This presentation shows how to implement a Document Management System to an existing SharePoint Intranet, Best practices on how to start that kind of projects and on Document Management with SharePoint
Description :
The Indian Dental Academy is the Leader in continuing dental education , training dentists in all aspects of dentistry and
offering a wide range of dental certified courses in different formats.for more details please visit
www.indiandentalacademy.com
Introduction to Records Management and Compliance in Office 365Noorez Khamis
This session is an introductory session geared towards IT Pro's and Business Users who are interested in how Office 365 can facilitate their Records Management and Security Compliance needs. Microsoft Office 365 has been built from the ground up with concepts of security and data usage compliance in order to meet your organization's legal, regulatory, and technical requirements. Setting up policies and enabling services to meet your Records Management needs throughout the various capabilities of Office 365 (SharePoint Online, Exchange Online, etc...) will be covered in this session.
• Provides theoretical background on records management
• Starts from the business challenges, then uses SharePoint to address them
• Relates SharePoint records management to standards like ISO 15489
• Build a working end-to-end solution
• Shows how enhance RM functionality by using out-of-the-box features
Enterprise content management overview in SharePoint 2013SPC Adriatics
Speaker: Zlatan Džinić; ECM has played a central role in Microsoft’s Business Productivity infrastructure (as part of the Unified Business Platform along with Unified Communications, Business Intelligence, Collaboration and Enterprise Search). The promise that SharePoint has delivered over the years has been about bringing ECM to the masses, or bringing organizational content to everyone. In this session we will take a look at the SharePoint’s ECM offering focusing on advancements in SharePoint 2013 on how to create, control and protect the information in your organization with this next generation platform.
SharePoint and ECM – experience from the fieldSPC Adriatics
Enterprise Content Management is again a very hot topic and SharePoint can be corner stone of your ECM strategy and implementation. In this session we will go through all parts of document/content lifecycle (capture, manage, store, preserve, workflow) with examples of implemented solutions in the region and live demo.
Process mapping for Information Management professionalsSimon Rawson
This presentation was delivered at the Records and Information Management Professionals' Association July 2019 Victoria seminar. The aim is to provide an overview of process mapping in an information management context for Information Managers.
How Microsoft SharePoint Gives You a Realistic Approach to Content ManagementNicky Bleiel
Managing your content ensures efficiency in your work and accuracy in your documentation.This session discusses managing content with SharePoint and demonstrates some of its features.
10 Things You'll Need to Succeed with Information Governance and SharePointRecordLion
This educational presentation discusses not only Information Governance surrounding SharePoint Environments, but expanding beyond to other platforms in your organization.
Review of the new Managed Metadata experience in SharePoint OnlineDrew Madelung
As part of the Vlad and Drew Microsoft cloud webinar series we welcomed members of the Microsoft team to review of the new taxonomy, content types, UX, functionality, and APIs.
Moving mountains with Sharepoint - Document Management with SharePoint 2013Oliver Wirkus
This presentation shows how to implement a Document Management System to an existing SharePoint Intranet, Best practices on how to start that kind of projects and on Document Management with SharePoint
Description :
The Indian Dental Academy is the Leader in continuing dental education , training dentists in all aspects of dentistry and
offering a wide range of dental certified courses in different formats.for more details please visit
www.indiandentalacademy.com
"The 3 P's of SharePoint 2013; Planning, Productivity, and Policies" #SPSSVGina Montgomery, V-TSP
Why do SharePoint intranets fail? What is all the buzz about SharePoint 2013? Can I get better governance with SharePoint 2013? Come spend an hour with us while we discuss the three P's of SharePoint 2013. This session describes the importance of information architecture planning; demonstrates SharePoint 2013's new productivity enhancements including social collaboration and task aggregation and project management; presents how to push SharePoint OOTB to create even more productivity within your organization; and finally shows the new governance features using site policies.
SharePoint: The Changing Face of TechnologyBob Larrivee
The face of SharePoint has changed with more functions. Are you ready for it?
AIIM now offers a Certificate program focused on best practices for implementing SharePoint environments.
Make share point the heart of your information 3 ways to extend your investmentJim Merrifield, IGP, CIP
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
Information architecture in share point 2010James Tramel
Planning a SharePoint implementation is very important, both from a financial/physical resource and knowledge management perspective. Knowing how to combine the most basic information elements into a design can help you implement a working product pragmatically and functionally, rather than blindly. We’ll discuss basic topology and planning of SharePoint 2010, as well as implementation.
Mind to Matter: A Way to Model How You Work in SharePoint #SPSTCDCPlanet Technologies
In this session Solutions Architect, James Tramel of Planet Technologies proposes a model to enhance collaboration, increase productivity within SharePoint.
This session will discuss building an effective search and information architecture strategy for SharePoint.
One of the reasons many SharePoint implementations fail to meet user expectations is the lack of investment in its underlying information architecture. Some organizations see SharePoint as an out-of-the-box solution that they can simply plug in and throw content into, but it requires as much thought and effort around data structure, organizational principles, and search configuration as any portal or intranet.
This call will discuss building an effective search and information architecture strategy for SharePoint, including such topics as:
• Building a search & IA vision
• Requirements gathering & use cases
• Implementation strategy & approaches
• The future of SharePoint search
ARMA Vancouver (in partnership with ARMA VI) invited Bruce Miller from RIMtech to give his 2 day “Managing Electronic Records with SharePoint” workshop.
Bruce Smith recaps some of the key messages about managing an EDRMS project, the roles of IT and RM, metrics for measuring progress, and 3rd party tools to add recordkeeping capabilities to SharePoint.
Bruce Norman Smith has been a SharePoint champion at Environment Canada and the Medical Council of Canada. A Master’s degree in Library and Information Studies (MLIS, McGill ‘08) provides Bruce with graduate level training in business process analysis, database design, xml metadata development, and IM theory & methods. Bruce’s talent for bridging the gaps between business needs, RM and Archival requirements & technical best practices ensures your entire organization can benefit from a SharePoint implementation. His current focus is on mastering the infrastructure and services that support a rock solid ECM solution.
Bruce's blog site is: http://seek.itgroove.net/
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3. #AIIM
SharePoint Issues
#1. Governance
(metadata and taxonomy maintenance)
#2. Governance
(site proliferation)
#3. Missing Functionality
What are your biggest ongoing technical issues with
your SharePoint (2003, 2007, or 2010) system?
4. #AIIM
SharePoint Issues: Poor Content Control
67% ECM/RM
/Compliance
functionality
not strong
enough
Why do you feel your SharePoint
2003, 2007, 20101 implementation
was NOT a good decision?
6. #AIIM
0% 10% 20% 30% 40% 50% 60%
Improved search/metadata-based navigation
Closer integration between…
Mobile device support
Improved application of retention policies
Integration of retention and e-discovery…
Community sites, micro-blogging and tagging
Specific e-discovery and hold functionality
BPM changes and InfoPath
Hybrid cloud and synchronization
None of these are important as yet
Which SharePoint 2013 features are likely to be the most useful to
your organization? (Max THREE) #1 – improved
search and
navigation.
#2 - closer
integration with
Lync, Outlook,
and Exchange.
#3 - mobile
support.
#4 and 5 –
retention
improvements.
. . . Improved Functionality
7. #AIIM
0% 10% 20% 30%
We don’t differentiate between records and
other content
User acceptance is more important than rigor
for us, so it’s OK
With careful set up, it can comply with our
needs
We still need some specialist customization
services
We still need add-in 3rd party products
It still can’t really meet all of our compliance
regulations
We already have a robust and compliant RM
system – linked to SharePoint
We already have a robust and compliant RM
system – stand-alone
How do you feel about using SharePoint 2013 for
your records management requirements?
29% are prepared
to accept it as it is.
16% still need
customization or
3rd party add-ins.
15% would like to
use it but can’t
(11% small and
mid, 24% large).
21% using
dedicated RM
system (mostly
not linked to SP).
Especially ERM and eDiscovery
Functionality
8. #AIIM
Managing Records and eDiscovery
with SharePoint 2013
AIIM’s NEWtraining course
gives you the knowledge you need to use SharePoint
2013 effectively for your organization.
9. #AIIM
Maximize Your Investment:
You’ll Learn
• Records Management Components and Features in SharePoint
2013
• How to Use Content Types in SharePoint 2013 for Effective Records
Management
• How to Build an Information Management Policy in SharePoint
2013
• Records Retention in SharePoint 2013
• How to Create a File Plan in SharePoint 2013
• Capturing records into SharePoint 2013
• Creating and Configuring a SharePoint 2013 Records Center Site
• Managing Records In-place in SharePoint 2013
• Disposition in SharePoint 2013
• eDiscovery and SharePoint 2013
10. #AIIM
Don’t Just Take Our Word for It
Dan Antion
explains how
he’s benefited
from AIIM
Training. Click
here to watch.
11. #AIIM
Training Attendees Say:
"The class was truly the best
training class I have ever
taken!” -- Attendee from Chicago, IL
"Excellent balance of instruction, debate, and
workshops. Suitable for organizations at all stages
of development.” -- Attendee from London, UK
12. #AIIM
Sign up now at www.aiim.org/training
Self-paced Practitioner courses starts at $790/£500/€630 per
person
Includes 6 months access to online resources, handouts, and exam
Contact AIIM to get significant student-bulk discounts for 10+
students
Instructor is available for 6 months to answer questions and provide
guidance
3 x 90 min virtual live Practitioner sessions just for your
organization for $3,700 with max 15 attendees
AIIM organizes 3 x 90 min live virtual sessions with experienced
instructor and subject matter expert
Attendees get 6 months access to online resources, handouts, and
exam
Instructor is available for 6 months to answer questions and provide
guidance
13. #AIIM
Additional Resources
For a glimpse at what you’ll learn by
taking this AIIM training course, read
the AIIM Briefing,
It’s Not an Oxymoron.
Download now.
Contact AIIM Training today for a
consultation about course options and
more details: training@aiim.org
Editor's Notes
Small more likely not to have “records”: 29% small, 19% mid. 17% largest. Otherwise similar numbers for custom, and stand alone.Usable for 56% smallest, 52% of mid and 40% of largest