My 2012 SPS version of SharePoint Meet ECM. The key to success with SharePoint and ECM is planning, planning, planning. Before you even touch SharePoint you should have a complete plan. This involves people, and teams.

1. SharePoint ECM
Chris Riley, ECMp, IOAp, v-TSP
Product Manager / Evangelist
CloudShare, Inc.
@HoardingInfo

2. Why Chris?
• Knows Some Stuff about SharePoint
• ECM Speaker and Author of Standards
• Has Acronyms, on the Board of AIIM

3. Who is CloudShare?
• On-Demand SharePoint Farms in the cloud
• Not-Multi Tenant Full Server Access
• Pre-Installed SharePoint
• For Dev/Testing/POC/Demos and Training

4. Logistics
• Define ECM
• ECM in SharePoint
• Talk the Talk
• Demo
• The Future

5. ECM is a methodology NOT a technology

6. If your migrating Shared Drives
Your doing it WRONG!

7. Folders are the new F*$# word

8. ECM
• The term ECM is now OLD
• It’s the methodologies and process for capturing,
storing, securing, and retrieving content.
• It makes your Information professionals
– Work suck a little less
– Spend less time finding content more time using it
– Keeps your organization’s content secure and relevant

9. ECM
• Your knowledge workers don’t pay
attention to how they do what they do
• Your content managers don’t speak your
language, and you don’t speak theirs

10. ECM in SharePoint
• Create a living Governance Plan
• Create a taxonomy
• Setup Document ID service
• Plan for eDiscovery
• Setup content types and content type publishing
• Setup retention schedules per your file plan
• Determine what Folksonomy to use
• Enable records management in-place or records center
• Evaluate value of document sets
• Enable content audits
• All before a single document is uploaded

11. ECM in SharePoint
Most of ECM in SharePoint is created
outside of SharePoint

12. Talk the Talk
SharePoint ECM
Managed Meta-Data Taxonomy
Rating, Keywords, Like It, Tagging Folksonomy
Document Sets Compound Documents
Content Types Meta-data containers not Document Types
Information Management Policies Records Management

13. Talk the Talk
• System of Record
• System of Engagement
• Information Architecture – Hierarchy
• Records Management
• Taxonomy
– Functional
– Regional
• eDiscovery

14. DEMO

15. What does the future hold
• CMIS
• SharePoint 15
• Folders go away
• A Focus on retrieval

16. Tips
• Start Today
• Don’t neglect Governance and Planning
• Explain the value
• Make friends
• Crowd Source
• Don’t foster bad habits ( workspaces, explorer view)
• Let be flexible what can be, regulate the rest
• Out-of-the box as much as possible
• Don’t look for cookie cutter implementations

17. Resources
• ECM & SharePoint - http://www.aiim.org/Community/SharePoint
• Records Management – www.arma.org
• Ready Taxonomies – http://www.hoardinginformation.com

18. Call Me!
• Chris@CloudShare.com
• @HoardingInfo

19. We want your feedback!
Use this QR code or visit:
http://sps.la/feedback
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20. Victory Lap- social event
"SharePoint Victory Lap" Social Event for SPSLA will be
at: 5:30pm to 8pm at
Di Piazzas (5205 E. Pacific Coast Hwy, 90804)