Here is the talk I gave at the recent SharePoint Saturday in San Ramon California. The purpose of the talk was to point out the disconnect between the SharePoint and ECM worlds, and how SharePoint 2010 is now an accepted ECM platform. Some of the slides are from the SharePoint product team deck.

1. SharePoint ECM Chris Riley, ECMp, IOAp, v-TSP Sr. ECM and Document Imaging Architect Twitter: @rileybeebs ShareSquared, Inc.

3. ECM Author

4. Certified ,

5. Past President AIIM GG, AIIM National Board

6. “Imaging savant” - leading expert in document imaging

7. Microsoft v-TSP, Technical Solutions Professional

9. MS Certified Trainers

10. Former SharePoint Dev. team

11. Microsoft Managed Gold Partner

13. MeltDown– Improve existing deployments

14. Hourly Consulting

16. ECM in SharePoint

17. Demo

18. Best Practices

19. Mostly PowerPoint

20. A few demos

21. Not technical

23. What is ECM? All About Webify’ing shared drives?

24. What is ECM? NO! There is a disconnect

26. Collect, Store, Deliver: Content

27. Increase compliance

28. Increase power of content

29. Increases knowledge worker efficiency

30. Increases value of intellectual property

32. Web content ( WCM )

33. Social Media ( E2.0 )

34. Electronic Files

35. Rich media Files

37. Compliance

38. Retention Policies

39. Records Management ( ERM )

41. Send to

42. Workflows (BPM )

43. e-Discovery

44. Intranet / Extranet

46. With WSS the ECM folks said it wasn’t even close

47. With MOSS we were getting closer, closer then even realized

50. Persistent links

51. Records management, archiving & retention policies

52. Strong metadata management

53. Comprehensive search

54. Granular security

55. Audit trail

56. Integration with line-of-business applications

58. Document ID Service Search for a specific Document ID Document IDs remain consistent as documents are moved or copied

59. Document Sets Document Set Properties Individual Document Properties Document Set tab for Property, Version and Workflow Management Manage Different Types of Content as a Unit

60. Enterprise Content Types One Site Collection can share Content Types across the farm Choose which Content Types to Publish

61. Managed Metadata Taxonomy Term Store Manage Terms Easily as Taxonomy Needs Change Import Existing Corporate Taxonomy Multi-lingual Support

62. Content Organizer Auto Provision folders based on properties or volume Property based conditions route content Content is routed to a specified location based on the criteria above Submissions matched to a content type Specify alternate content type names to accommodate taxonomy differences

63. In-place Records Management Declare Records without moving them

64. Information Management Policies Multiple Disposition Options Specify Different Policies for Documents vs. Records Support for Review Cycles

66. ECM & SharePoint - http://aiimcommunities.org/sharepoint

67. Records Management – www.arma.org

68. Recorded ECM Webinars – http://www.sharesquared.com/resources/

70. Engage the knowledge workers

71. Clean up share drives FIRST

72. Use information management policies whenever possible

73. Don’t foster bad habits ( workspaces, explorer view, etc.)

74. Eliminate catchall’s

76. Thank You To Our Sponsors!