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SharePoint                  ECM

  Chris Riley, ECMp, IOAp, v-TSP
         Product Manager
      Twitter: @HoardingInfo
         CloudShare, Inc.
Why Chris?


• I know ECM and SharePoint

   •   ECM Author
   •   Certified      ,
   •   Past President AIIM GG, AIIM National Board
   •   “Imaging savant” - leading expert in document imaging
   •   Microsoft v-TSP, Technical Solutions Professional
Who is CloudShare?


 On-Demand SharePoint environments in the cloud
 Forget about IT hardware
 Easily share complete environments
 Access anywhere
 Tear down and build environments in minutes
 Save money on setup time and hardware
Logistics
Agenda
• What is ECM
• ECM in SharePoint
• Demo
• The future
• Best Practices

• 50% PowerPoint
• 50% Demos
• Free form session – keep it lively
What is ECM?


         All About
 Webify’ing shared drives?
What is ECM?



               NO!
ECM in SharePoint


• Results of collaboration have to go somewhere


• With WSS the ECM folks said it wasn’t even close

• With MOSS we were getting closer, closer then even realized

• With SharePoint 2010, SharePoint is now accepted as an ECM platform
What was missing?

   Scalability
   Persistent links
   Records management, archiving & retention policies
   Strong metadata management
   Comprehensive search
   Granular security
   Audit trail
   Integration with line-of-business applications
   Content Management Interoperability Services (CMIS)
What is ECM?




    ECM Is not a Technology
      It is a Methodology
What is
Enterprise Content Management?
What is ECM?


•    Collect, Store, Deliver: Content
•    Increase compliance
•    Increase power of content
•    Increases knowledge worker efficiency
•    Increases value of intellectual property

• If not established strategically & managed effectively, it will
  grow organically & chaotically
What is ECM?
Collect
•   Emails
•   Web content ( WCM )
•   Social Media ( E2.0 )
•   Electronic Files
•   Rich media Files
•   Scanned Documents

Store
•   Security
•   Compliance
•   Retention Policies
•   Records Management ( ERM )
•   Archival / Conversion / Compression

Deliver
•   Search
•   Send to
•   Workflows (BPM )
•   e-Discovery
•   Intranet / Extranet
•   Business Intelligence
Without proper ECM


• Lawsuits cost more

• Threat of suite is greater

• Knowledge workers are inefficient and inaccurate

• Intellectual Property is not handled appropriately
Problem of definitions


                  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
DEMO
ECM in SharePoint
• Setting up

•   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
What does the future hold

• CMIS

• More third party solutions around MMS

• IT units and Business Units will speak the same language
2011 ECM Best Practices

•   Start Today
•   Don’t neglect Governance and Planning
•   Engage the knowledge workers
•   Clean up share drives FIRST
•   Don’t foster bad habits ( workspaces, explorer view, etc.)
•   Heavy planning, less implementing
•   Let be flexible what can be, regulate the rest
•   Out-of-the box as much as possible
Resources

• ECM - www.aiim.org – SPEJS11 Promo Code

• ECM & SharePoint - http://www.aiim.org/Community/SharePoint

• Records Management – www.arma.org

• SharePoint Ready Taxonomies – http://www.hoardinginformation.com
Email: Chris@CloudShare.com
             Blog: www.hoardinginformation.com
             Twitter: @HoardingInfo

Thank You!

PLEASE COMPLETE
THE SESSION SURVEY

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SharePoint Meets ECM 2011

  • 1. SharePoint ECM Chris Riley, ECMp, IOAp, v-TSP Product Manager Twitter: @HoardingInfo CloudShare, Inc.
  • 2. Why Chris? • I know ECM and SharePoint • ECM Author • Certified , • Past President AIIM GG, AIIM National Board • “Imaging savant” - leading expert in document imaging • Microsoft v-TSP, Technical Solutions Professional
  • 3. Who is CloudShare?  On-Demand SharePoint environments in the cloud  Forget about IT hardware  Easily share complete environments  Access anywhere  Tear down and build environments in minutes  Save money on setup time and hardware
  • 4. Logistics Agenda • What is ECM • ECM in SharePoint • Demo • The future • Best Practices • 50% PowerPoint • 50% Demos • Free form session – keep it lively
  • 5. What is ECM? All About Webify’ing shared drives?
  • 7. ECM in SharePoint • Results of collaboration have to go somewhere • With WSS the ECM folks said it wasn’t even close • With MOSS we were getting closer, closer then even realized • With SharePoint 2010, SharePoint is now accepted as an ECM platform
  • 8. What was missing?  Scalability  Persistent links  Records management, archiving & retention policies  Strong metadata management  Comprehensive search  Granular security  Audit trail  Integration with line-of-business applications  Content Management Interoperability Services (CMIS)
  • 9. What is ECM? ECM Is not a Technology It is a Methodology
  • 11. What is ECM? • Collect, Store, Deliver: Content • Increase compliance • Increase power of content • Increases knowledge worker efficiency • Increases value of intellectual property • If not established strategically & managed effectively, it will grow organically & chaotically
  • 12. What is ECM? Collect • Emails • Web content ( WCM ) • Social Media ( E2.0 ) • Electronic Files • Rich media Files • Scanned Documents Store • Security • Compliance • Retention Policies • Records Management ( ERM ) • Archival / Conversion / Compression Deliver • Search • Send to • Workflows (BPM ) • e-Discovery • Intranet / Extranet • Business Intelligence
  • 13. Without proper ECM • Lawsuits cost more • Threat of suite is greater • Knowledge workers are inefficient and inaccurate • Intellectual Property is not handled appropriately
  • 14. Problem of definitions 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
  • 15. DEMO
  • 16. ECM in SharePoint • Setting up • 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
  • 17. What does the future hold • CMIS • More third party solutions around MMS • IT units and Business Units will speak the same language
  • 18. 2011 ECM Best Practices • Start Today • Don’t neglect Governance and Planning • Engage the knowledge workers • Clean up share drives FIRST • Don’t foster bad habits ( workspaces, explorer view, etc.) • Heavy planning, less implementing • Let be flexible what can be, regulate the rest • Out-of-the box as much as possible
  • 19. Resources • ECM - www.aiim.org – SPEJS11 Promo Code • ECM & SharePoint - http://www.aiim.org/Community/SharePoint • Records Management – www.arma.org • SharePoint Ready Taxonomies – http://www.hoardinginformation.com
  • 20. Email: Chris@CloudShare.com Blog: www.hoardinginformation.com Twitter: @HoardingInfo Thank You! PLEASE COMPLETE THE SESSION SURVEY

Editor's Notes

  1. CMISCan Kodak help lead the way?Does Microsoft care?
  2. CMISCan Kodak help lead the way?Does Microsoft care?