1. End-users adoption : the architecture to
fill in, automatically, 80% of the Metadata
#SPSBE08
Marc Bosmans
April 26th, 2014

2. Thanks to our sponsors!
Gold
Silver

3. • Avanade
• Microsoft
• Real Dolmen
• Tobius
• Euroclear
• Umicore
• Electrabel
• Axa
• Nationale Loterij
• MOW
• Business analyst
• Solution architect
• Enterprise architect

4. Metadata : What we teach end-users
Label : more information
 Region
 Type of grapes
 Year
 volume
 % alcohol
 …
Which information?
 A bottle of wine
 Red wine
Document
Metadata
Document + Metadata
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 Languedoc
 sdfqdfq
 00

 99
 …
 The real world

5. Metadata : the real world
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6. Pagina : 6

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8. Which projects?
Pagina : 8

9. • Operational Project management
• Risk management
• Reports
• Pay contractors in time
collaboration
• Digital documents (
Pagina : 9

10. MOW solution with Project Server
Main Project
Sub Project
Proces
Project Portal
Document set
Project Server
Project & Resource Plans
Main Project
Sub Project
Financial subprojects
Administrative subprojects
Context
Metadata
Pagina : 10

11. Create Project server site from Portal

12. Project Server : KPMG defined processes
Pagina : 12

13. Processes translated to PPM templates
Pagina : 13

14. Metadata in portal
Pagina : 14

15. MOW solution with collaboration
Main Project
Sub Project
Proces
Main project workspace
Sub project
workspace
Project Portal
Document set
Project Server
Project & Resource Plans
Main Project
Sub Project
Financial subprojects
Administrative subprojects
Context
Metadata
Config. Management
Configuration lists
• Sites
• Subsites
• Content Types
• Metadata
Content Hub
Document templates
Pagina : 15

16. Pagina : 16

17. Creation site from Portal

18. Content types : often used approach
Pagina : 18

19. Content types : often used approach
Pagina : 19

20. Content types : Problems
Pagina : 20

21. Metadata related to the
environment or context where
it is needed
Pushed and linked locally
Pagina : 21

22. Content types in Tobius framework (ex.)
Pagina : 22

23. Generation sites: definitions content types
Pagina : 23
Main project workspace
Sub project
workspace
Config. Management
Configuration lists
• Sites
• Subsites
• Content Types
• Metadata
Content Hub
Document templates

24. Generation sites : 80% content
Pagina : 24
Main Project
Sub Project
Proces
Project Portal
Document set
Context
Metadata
Main project workspace
Sub project
workspace

25. Sync metadata from Portal

26. Example : Real metadata

27. Example : context metadata
Main project
Sub project Financial project

28. MOW solution with digital mailroom
Main Project
Sub Project
Proces
Main project workspace
Sub project
workspace
Config. Management
Project Portal
Document set
Project Server
Project & Resource Plans
Main Project
Sub Project
Financial subprojects
Administrative subprojects
Context
Metadata
Configuration lists
• Sites
• Subsites
• Content Types
• Metadata
Content Hub
Document templates
Digital Mailroom
Incoming Post
Outgoing Post
Post Register list
IN
Scanning
/ import
Out
Pagina : 28

29. Digital Mailroom : concept
Pagina : 29
Digital Mailroom
Digital mail
documents
KOFAX server
Scanned + OCR
Main and Sub project sites
Document Libraries
Post register
 Post metadata
 Link to incoming document
 Link to outgoing document
Electronic Load
Documents
“to be treated”
New OUTGOING document
Project Post register Layer 2
Metadata
Incoming
Classified Incoming document
Incoming
Outgoing

30. Digital mailroom concepts

31. Layout digital mailroom

32. Digital mail in project sites

33. EPM Solution : components
Main project
workspace
Sub Project
workspace
File
workspace
Site Collection (per MP)
Digital Mailroom
Site Collection
Project Portal
Site Collection
Sharepoint Enterprise
SQL – Database
BI Report (Pivot table)
External tools
Main Project
Sub Project
Proce
s
Project Portal
File
Project Server
Main Project
Sub Project
Financial subprojects
Administrative subprojects
Site Collection Site Collection
Pagina : 33

34. The Future

35. Pagina : 35

36. Thank you!
Marc.Bosmans@Adynco.be
Marc.Bosmans@Tobius.be