15. Content Discovery Activities
• User Surveys
• Stakeholder Interviews
• Workplace Observation
• Group Workshops
• Organization Roles
• Business Process Data Flows
• Database Models
16. Discovery Objectives
• Producers and Consumers
• Lifecycle and Flow
• Formats and Transformations
• Control
• Classification
• Identity
PROCESS DATA
17. Model Data Flows
• Data Flow diagrams
demonstrate key content
between actors and
processes
• Data Flow diagrams highlight
content flow rather than
sequence
20. Decision Making
• We organize things to help us
manage them. This enables us to
make better and/or faster
decisions.
• Making better decisions helps us
achieve our goals
I am going to a wedding.
What do I want to wear
today?
Color
Formality
Fabric
Condition
22. Harvest Taxonomies
• Organizations are already
managed using a variety of
organizing principles
• Harvest how things are already
being organized and classified
• Avoid inventing new taxonomy
without a clear
purpose/justification
23. Managed Metadata Term Store
Term Store
Term Group
Term Set
Terms
Multilingual
Term
Translations
Delegated
Administration
24. What is your Hierarchy?
Enterprise Types
Enterprise Root
SharePoint Types
SharePoint Root Item
Document Set Document
? ? ?
? ? ? ?
? ? ?
Asset
26. Purposeful Principles
Knowledge Situation Agreement Publication
Captures knowledge
that was hard or
expensive to capture for
later reference or
sharing.
• Whitepaper
• Guideline
• Patterns and Practices
• How-To / Tutorial
• User Guide
• Manual
Produced to represent
information at a
moment in time, for the
purposes of analysis or
communication of
status.
• Financial Reports
• Project Status
• Research Results
• Strategy Briefing
• Executive Summary
• Letters / Memos
Produced to represent
an implicit or explicit
agreement between
parties governing
responsibilities.
• Contract
• Specification
• Blueprint
• Policy
• Procedure
• Notice
• Proposal
• Estimate
• Standards
Produced to
communicate or
promote a person,
product, service,
capability, or
accomplishment.
• Brochure
• Business Card
• Press Release
• Newsletter
• Field Manual
• Product Specification
28. More Information
Enterprise Content Management in SharePoint Server 2010
http://technet.microsoft.com/en-US/sharepoint/ee263905.aspx
Plan Managed Metadata in SharePoint 2013
http://technet.microsoft.com/en-us/library/ee530389.aspx
Plan Document Management in SharePoint 2013
http://technet.microsoft.com/en-us/library/cc263266.aspx
Plan Records Management in SharePoint 2013
http://technet.microsoft.com/en-us/library/ff363731.aspx
29. Questions
Thank you for attending!
Please complete your
evaluations. Your feedback is
appreciated
chris.beckett@obeflow.com
(425) 522-3727
@sharepointbits
blog.sharepointbits.com