This document discusses implementing Enterprise Content Management (ECM) solutions in SharePoint 2013. It provides an overview of key ECM features in SharePoint 2010 and 2013, including ease of use improvements, records management features, navigation and search capabilities. The document suggests SharePoint 2013 may be the right ECM platform due to its flexible access to content, improved metadata entry, and ability to answer questions about implementation.

1. Implementing SharePoint 2013 ECM
Solutions
Robert Bogue
(317) 572-5310
Shepherd@SharePointShepherd.com

2. …the PowerPoint template

3. Please thank our sponsors!

4. Please thank our sponsors!

5. Please thank our sponsors!

6. Please thank our sponsors!

7.  @SPS_ATL #SPSATL
 speaker sponsor

Session Prizes
1 4 $25 gift cards
2 4 $25 gift cards
3 4 $25 gift cards
4 4 $25 gift cards
5 4 $25 gift cards

8. Be sure to include personal
contact details, email address,
Twitter handles, LinkedIn
details, etc. Put these details in
BOTH the front and back of
your presentations
Ask attendees to mention you
onTwitter using the hashtag
#SPSATL
Don’t forget to remind
everyone to scan the QR
code and fill out the session
survey for a chance at a prize
Talk About
Yourself!
Fill out surveys
for big prizes
SCAN QR
CODES

9. Join us for SharePint
• Meehan’s – 200 Peachtree Street
• Right after the event ends
• First drink is on B2B Technologies

10. SharePint Directions

11. Agenda
• SharePoint as an ECM
System in 2010
• ECM Perspectives
• 2013 Ease of Use
Features
• 2013 Records
Management Features
• Navigation and Search
• Is SharePoint 2013 the
right ECM platform?

12. SharePoint as an ECM System

13. SharePoint 2010 ECM
Features
• Versioning
– Major/Minor Versions
– Check Out/In
– Approval
– Version Trimming
• Client
– Multiple File Upload
– WebDAV
– SharePoint Workspace
– Outlook
– Access
• Forms
– Property Promotion
– Client-based
– Browser-based
• Workflow
• Reporting
• Data
– Site Columns
– Terms Sets
– Content Types
– Enterprise Content Types
– Location Default Values
– Business Connectivity Services
– Field Validation
– Row Validation
• Records
– Content Organizer
– Records Center
– In-Place Holds
– Document IDs
• Security
– Granular Security
– Audit Trail

15. ECM Aspect Importance
One Man Band Small Business Medium Business Enterprise Global Enterprise
Ease of Use
Scalability
Records Management
Search
Social
Integration (Client)
Integration (Server)

16. Ease of Use

17. Drag and Drop Upload
• HTML 5 Based
• Still limited for
maximum number
of files
• Cross-browser
Support

18. Bulk Metadata (Quick) Edit
• Replaces Access
ActiveX Control
with HTML 5
based editing
• Improve bulk
metadata entry
performance

19. SkyDrive Pro
• “Drop Box”-like
functionality for
file sharing
• Built on top of
SharePoint
Workspace
• Synchronization of
files but not of
metadata

20. Records Management

21. eDiscovery
• Unified place to
manage discovery
for
– SharePoint
– Exchange
– Lync
• In-Place holds can
be edited

22. Electronic Discovery Reference
Model
• Standard
eDiscovery Export
• Provides a
mechanism for
communicating
discovered items
to council

23. Navigation and Search

24. Managed (Metadata) Navigation
• Based on
Managed
Metadata
• Allows for
Polyhierarchy
• Can be pointed to
static pages or to
category pages

25. Search Results Display
• Individual
Templates define
search result
block
• HTML template –
not XSLT

26. Search Query Rules
• Transform the
query
• Change results
ranking
• Add promoted
result (best bet)

27. Is SharePoint the
Right Platform?

28. Flexible Access

29. Metadata Entry

30. Questions
and Answers
Robert L. Bogue
Rob.Bogue@ThorProjects.com