You can use SharePoint 2013 to manage records and for eDiscovery. AIIM training will help you sort out how.

1. #AIIM
#AIIM
The Global Community of Information Professionals
Managing Records With
SharePoint 2013
It IS possible!

2. #AIIM
#AIIM
The Global Community of Information Professionals
AIIM Training shows the way.

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?

5. #AIIM
But
SharePoint 2013 Changes Things . .
. .

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