EPC Group SharePoint 2010 Enterprise Content Management - ECM Best Practices
Share Point 2010 Ecm David Gorgone Micrsoft
1. SharePoint Enterprise Content Management David Gorgone Technology Solution Professional - SharePoint Microsoft Corporation
2. Agenda SharePoint 2007 Momentum in ECM Introduction to SharePoint 2010 Top New Features Around ECM Q&A
3. What The Analysts Are Saying Microsoft Office SharePoint Server 2007 – An ECM Platform “ECM was the primary reason for 22% of respondents in rolling out SharePoint 2007, the survey showed.…… Of those deploying SharePoint 2007 for ECM, 52% said it would replace an existing ECM system, while 32% said they would deploy it to staff not currently using ECM, and 16% said they would deploy SharePoint 2007 along side current ECM installations.” — Forrester survey by Kyle McNabb as reported in Network World’s SharePoint altering ECM Landscape, survey says, John Fontana, April 2, 2008 “Forrester recently surveyed 233 IT decision-makers who have plans to implement or upgrade to at least some part of SharePoint 2007 and asked: "Which of the following best describes your organization's time line for implementing or upgrading to Microsoft Office SharePoint Server?". The results? 21% will upgrade immediately and 41% will do so within 6 months.“ — SharePoint for the Enterprise, by Craig LeClair, Forrester Information Management blog, March 24, 2008 “The Forrester survey, which was self-funded and involved 259 IT pros, shows that 24% are implementing or upgrading to SharePoint 2007 now while another 41% plan to do so in the next six months. Another 12% of users plan to roll SharePoint 2007 out in the next 12 months. “ — Forrester survey by Kyle McNabb as reported in Network World’s SharePoint altering ECM Landscape, survey says, John Fontana, April 2, 2008 “At the 2008 SharePoint Conference Bill Gates said that the SharePoint business has now surpassed $1B in sales and 100M licenses sold. While I believe those numbers are overstated , my own ongoing conversations with our clients confirms great interest in SharePoint, even among those who are already dedicated to other platforms. ” — SharePoint Excitement Mirrors Collaboration Dissatisfaction, by Craig Roth, Collaboration and Content Strategies blog, March 19, 2008
4. Local Case Study:Advantage Sales and Marketing Advantage Sales and Marketing, LLC, based in Irvine, California, is one of the leading sales and marketing agencies specializing in outsourced sales, merchandising, category management, and marketing. Increased productivity 17% with SharePoint-based workflow document solution Invoices are processed 40 percent faster “With the KnowledgeLake solution and SharePoint Portal Server, we got rid of the faxing, the sending of e-mail, the clogging of the system.” - Lewie Wake, Chief Technical Officer, Advantage Sales and Marketing
5. SharePoint ApplicationsLeveraging a rich set of building blocks across a broad set of scenarios Employee payroll portal Offline order entry Personal profile site Executive dashboard Job candidate applications .com site Conference planning Pricing analysis Insurance process Delivery scheduling Product catalog Compliance reviews Contract generation Expertise finder Sales reports IT service portal Request for proposals Human workflow LOBintegration Reportingand Analysis Documentprocessing SharePoint Portal Wikis Doc Sets BCS Forms Workflows KPIs People search Visio Services Web part framework Blogs Tags Doc ID SharePoint Designer Reporting Dashboards Access Services Enterprise search List relationships Web edit Managed taxonomy External lists Navigators Folksonomies Expertise Silverlight integration Excel Services Offline Tag cloud Metadata InfoPath web part Org chart browser BI slicers Conditional formatting Work areas Web sites
6. SharePoint in the EnterpriseIntegrating with LOB Systems SharePoint Workspace with InfoPath Forms Outlook Forms andTask panes SharePoint lists Search Office Word
7. Microsoft SharePoint 2010The Business Collaboration Platform for the Enterprise and the Web Sites Connect and Empower People Communities Composites Cut Costs with a Unified Infrastructure Content Insights Rapidly Respond to Business Needs Search
8. Document Sets Enable employees to deliver value fast with Document Sets Different types of content items Manage multiple documents as a single entity Different types of content items
9. Master Metadata Management Make it easy for users to enter metadata and use it Hierarchical taxonomy structure Metadata-driven navigation Capture metadata in Office Pre-Beta screenshots, subject to change
10. Audit TrailNot just for workflow anymore Document Events Include: List, Library and Sites Events Include: Audit Trail reporting uses Excel Services
12. SharePoint Content Rich authoring and publishing for web and multi-media content Microsoft Confidential, Prototype Only Streaming video on web pages Ribbon menu for media content Digital-Asset Management Pre-Beta screenshots, subject to change
13. SharePoint Content Expand reach of records management across the enterprise Location-based policies Declare a record in a team site Recording on a collaboration site
14. SharePoint Content WCM – Build Rich, Dynamic Web Experiences Digital Asset Management Streaming Video on Web Pages Rich Authoring with the Office Ribbon
15. Office Web ApplicationsEnable your people to work from anywhere with their PC, phone and browser Host on premises with SharePoint Lightweight editing Hi-Fidelity Viewing Content & formatting maintained
16. Faster Search Get better answers faster that understands conversational input Scrolling Previews Visual “Best Bets” Multi-Level Sorting on Any Property
17. Amplified Impact of Knowledge and ExpertiseBuild on a platform for social computing, collaboration, ECM, and business intelligence Recently authored content Phonetic and nickname matching Sorting by focus, expertise, name, relevance, or social distance Expertise Identification
18. Enhanced SearchExtreme scale, relevance control and search applications… Simplified Easy user context, “Best Bets”, and promotion/demotion administration Control property extraction and use in refinement, sorting, and ranking Simplified Search Administration Empower users to personalize search results with sorting
19. Business Connectivity Services Extend Office and SharePoint‘s UX and capabilities to External Data and Processes Bring external data from back-end systems into SharePoint and Office, interact with it, reuse it, and empower end users to gain insight into the underlying data in a reusable way. Interact and search external sources securely Easily create and customize code-less and code-based solutions.
20. Business Connectivity Services Enhance SharePoint platform capabilities with out-of-box features, services and tools that streamline the creation of SharePoint Solutions with deep integration of External Data and Services. Office Apps BCS Client Runtime SharePoint Design Tools SharePoint Designer Enterprise Search Dev Platform Business Intelligence Enterprise Content Mgmt Collaboration Social External Lists Visual Studio External Content Types Business Data Connectivity Web 2.0 DB WCF Web Service LOB
21. Remote BLOB Storage Customers can choose BLOB store providers SharePoint Object Model SQL Server Relational Access SQL RBS Client Library RBS Maintainer Provider API Provider Library X Provider Library Y Provider Library Z Provider Library Content Database Config Database BLOB Store X BLOB Store Y BLOB Store Z
Obvious question here will be around SKUs. What can we safely talk about?Current POR: The basics of ECT store and BDC runtime will be baked into the WSS platform. TBD on specifics beyond that.
