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#AIIM14	
  #AIIM14	
  
#AIIM14	
  
Exploi'ng	
  SharePoint	
  2013	
  for	
  improved	
  
“Findability”	
  of	
  People	
  and	
  Content	
  
Christy	
  Clark	
  
IT	
  Director,	
  Enterprise	
  Content	
  Management	
  
ConocoPhillips	
  
#AIIM14	
  
Company	
  Profile	
  
Global	
  Energy	
  Company	
   Exclusively	
  E&P	
  
Worldwide	
  Presence	
   Opera'ng	
  Segments	
  
´  NYSE	
  Acker:	
  COP	
  
´  Headquartered	
  in	
  Houston,	
  Texas	
  
´  ~18,000	
  employees	
  worldwide	
  
´  OperaAons	
  and	
  acAviAes	
  in	
  29	
  
countries	
  
´  ExploraAon	
  in	
  20	
  countries	
  
´  ProducAon	
  in	
  14	
  countries	
  
´  Proved	
  reserves	
  in	
  15	
  countries	
  
´  Explore	
  for,	
  produce,	
  transport	
  and	
  
market	
  hydrocarbons	
  
´  Crude	
  oil,	
  natural	
  gas,	
  natural	
  gas	
  
liquids	
  (NGL),	
  liquefied	
  natural	
  gas	
  
(LNG)	
  and	
  bitumen	
  	
  
´  Alaska	
  
´  Lower	
  48	
  &	
  LaAn	
  America	
  
´  Canada	
  
´  Europe	
  
´  Asia	
  Pacific	
  &	
  Middle	
  East	
  
´  Other	
  InternaAonal	
  
As	
  of	
  Sept.	
  30,	
  2013	
  
#AIIM14	
  
Worldwide	
  Opera'ons	
  
As	
  of	
  Nov.	
  1,	
  2013.	
  
#AIIM14	
  
SPIRIT	
  Values	
  
Collabora'on	
  is	
  vital	
  to	
  our	
  success	
  as	
  an	
  agile	
  independent.	
  	
  
#AIIM14	
  
COP	
  Isn’t	
  Unique	
  
§  Lots	
  of	
  tools	
  –	
  legacy,	
  new,	
  different	
  versions,	
  not	
  integrated	
  
§  Lots	
  of	
  content	
  -­‐	
  types,	
  sizes,	
  locaAons,	
  old	
  
§  Confused	
  users!	
  
S: drive
Shared
Windows	
  
old	
  &	
  familiar	
  
SharePoint	
  
collabora-on	
  
Livelink	
  
reten-on/workflow	
  
Email
Personal
WCM
Shared
Team Sites
Shared
NOEs
Personal
P: drive
Personal
“My Docs”
Exchange	
  
email	
  workflow	
  
Email
Public
Folders
Enterprise
SharePoint	
  
Extranet	
  
Livelink	
  
Extranet	
  
Other Tools
Specific
Applications,
Company
Encyclopedia,
Physical
Documents, SAP,
Social, etc.
WCM	
  =	
  Internet	
  and	
  Intranet	
  
#AIIM14	
  
ECM	
  Strategy	
  is	
  Simple	
  
Mobile	
   Cloud	
   Social	
  
Trends	
  
…but	
  we	
  must	
  remain	
  agile	
  
Help	
  the	
  business	
  with….	
  
Big	
  Data	
  
#AIIM14	
  
How	
  Do	
  We	
  Work	
  and	
  Collaborate?	
  
Other	
  FuncAon	
  /	
  Discipline	
   Other	
  FuncAon	
  /	
  Discipline	
  
Extranet	
  
Other	
  FuncAon	
  /	
  Discipline	
  Other	
  FuncAon	
  /	
  Discipline	
   My	
  Business	
  Unit	
  /	
  FuncAon	
  /	
  
Discipline	
  
My	
  Networks	
  
My	
  Interest	
  Groups	
  
NETWORK	
  SITES	
  
BUSINESS	
  UNIT	
  /	
  FUNCTION	
  SITE	
  
TEAM	
  /	
  PROJECT	
  SITE	
  
INTEREST	
  GROUP	
  SITES	
  
EXTRANET	
  SITES	
  
WORKGROUP	
  
My	
  Working	
  Teams	
  
My	
  Working	
  Teams	
  
Me	
  
Global	
  
Local	
  
Documents	
  (Int/Ext)	
  ApplicaAons	
   Images	
  /	
  Videos	
  Physical	
   Social	
   Records	
  
Content	
  Sources	
  
find
put
Email	
  
Livelink,	
  MediaWiki,	
  SAP,	
  etc.	
  
#AIIM14	
  
SharePoint	
  Is	
  the	
  Preferred	
  Tool	
  for	
  Collabora'on,	
  
Content	
  Management	
  and	
  Search	
  
Legacy	
  Moderniza'on:	
  SharePoint	
  Upgrade	
  Roadmap	
  
SharePoint	
  Version	
  
2003	
   2007	
   2010	
   2013	
  
Networks	
   Networks	
  
Internet	
   cop.com	
  
Intranet	
   Intranet	
  
Collabora'on	
  Sites	
  
(Dept,	
  Project,	
  Team)	
  
Collabora'on	
  Sites	
  
Extranet	
   Extranet	
  
SharePoint	
  Search	
   SharePoint	
  Search	
  
Migra'on	
  of	
  15K+	
  	
  Sites	
  
Enterprise	
  
Search	
  
2014/2015	
  
TBD	
  
TBD	
  
Out-­‐of-­‐the	
  box	
  
unless	
  cri-cal	
  
business	
  need;	
  
then	
  develop	
  
against	
  
SharePoint	
  2013	
  
Best	
  Prac-ces;	
  
cloud	
  in	
  future	
  	
  
Execu'on	
  Strategy	
  
#AIIM14	
  
ConocoPhillips	
  Intranet	
  
•  SharePoint	
  2013	
  for	
  Enterprise	
  Search	
  
•  Expanded	
  Scope	
  
•  AddiAonal	
  Features	
  
•  Integrated	
  Global	
  and	
  Local	
  Content	
  
•  Red	
  Global;	
  Blue	
  Local	
  
•  Cross-­‐site	
  Publishing	
  
•  Templates	
  for	
  Consistency	
  
•  Future	
  Launch	
  Pad	
  for	
  Personal	
  and	
  
Social	
  Capabili'es	
  
A	
  New	
  Way	
  of	
  Working	
  
Global	
  (Loca'on)	
  
Local	
  
Local	
  
Global	
  (Func'on)	
  
#AIIM14	
  
ConocoPhillips	
  Team	
  Sites	
  for	
  
Collabora'on	
  
Over	
  18	
  Composi'ons	
  
Team	
  Site	
  Templates	
  Offer	
  a	
  Jumpstart	
  for	
  Organizing	
  
and	
  Tagging	
  Content	
  to	
  Support	
  
Predefined	
  Taxonomy	
  for	
  Dept	
  /	
  Org	
  Collabora'on	
  
•  Top	
  leh	
  navigaAon	
  established	
  for	
  default	
  libraries	
  
•  Libraries	
  preconfigured	
  with	
  content	
  types	
  to	
  provide	
  a	
  
star%ng	
  point	
  	
  for	
  managing	
  security	
  and	
  content	
  
•  IntegraAon	
  with	
  OpenText	
  via	
  Webparts	
  to	
  surface	
  up	
  
content	
  via	
  SharePoint	
  
	
  
Intranet	
  
Strategy	
  
#AIIM14	
  
Addi'onal	
  func'onality	
  selec'vely	
  developed:	
  
•  Document	
  Center	
  
•  Meta	
  Data	
  Inheritance	
  
•  Document	
  Templates	
  
•  Drop	
  Zone	
  
Advancing	
  the	
  ECM	
  Strategy	
  with	
  
SharePoint	
  Apps	
  
Quick	
  Access	
  to	
  Documents	
  
and	
  Informa'on	
  about	
  Site	
  
Documents	
  
Enable	
  Use	
  of	
  Document	
  
Templates	
  as	
  Documents	
  
are	
  Created	
  	
  
Examples	
  
#AIIM14	
  
Search	
  Is	
  Cri'cal	
  To	
  Success	
  of	
  
ECM	
  Strategy	
  
Analyze	
  &	
  	
  
Improve:	
  
Refiners	
  
Relevancy	
  	
  
Best	
  Bets	
  
PromoAon	
  
Addressable	
  Content	
  Sources	
  
Business	
  Priori%zed,	
  Broad	
  Audience	
  
Connectors	
  
Full	
  Text	
  Index	
  
Federate	
  External	
  Indices	
  
Content	
  Enrichment	
  	
  
Taxonomies	
  
Extractors	
  	
  
Tagging	
  
SemanAc	
  	
  
Enrichment	
  
Result	
  Preview	
  (enhanced)	
  
Result	
  Refiners	
  
Scope	
  Refiners	
  
Saved	
  Query	
  &	
  Alert	
  
Result	
  Security	
  Alert	
  
Query	
  Analysis	
  &	
  Tuning	
  
AcAvity	
  &	
  Persona	
  Tuning	
  (FuncAon,	
  
LocaAon,	
  Social)	
  
Query	
  /	
  Results	
  
Documents	
  (Int/Ext)	
  ApplicaAons	
   Images	
  /	
  Videos	
  Physical	
   Email	
   Records	
  
Content	
  Sources	
  
Social	
  
We	
  are	
  just	
  geLng	
  started!	
  
#AIIM14	
  
We	
  Have	
  Learned	
  From	
  Our	
  
Experiences	
  
§  Exploit	
  The	
  Investment;	
  Capitalize	
  on	
  the	
  Desire!	
  
§  Governance	
  Must	
  Exist	
  –	
  Content	
  Ownership	
  &	
  Accountability!	
  
§  Secured	
  Content	
  is	
  Expected	
  –	
  No	
  More	
  Default	
  Open	
  Access!	
  
§  Features	
  &	
  FuncAonality	
  Abound	
  –	
  Take	
  Advantage	
  &	
  Train!	
  	
  	
  
§  Some	
  CustomizaAon	
  Is	
  OK	
  –	
  But	
  Align	
  to	
  SharePoint	
  2013	
  Best	
  PracAces!	
  
§  Always	
  Be	
  Thinking	
  About	
  What’s	
  Next!	
  –	
  Cloud,	
  Social,	
  Mobile…	
  
§  Commit	
  To	
  A	
  Simple	
  Strategy	
  –	
  Eliminate	
  the	
  Complexity	
  and	
  Confusion!	
  
Focus	
  on	
  …	
  
When	
  it	
  comes	
  to	
  ECM	
  and	
  SharePoint…	
  
www.aiim.org/infochaos	
  
Do	
  YOU	
  understand	
  the	
  business	
  	
  
challenge	
  of	
  the	
  next	
  10	
  years?	
  
This	
  ebook	
  from	
  AIIM	
  President	
  
John	
  Mancini	
  explains.	
  

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Exploiting SharePoint 2013 for improved “Findability” of People and Content

  • 1. #AIIM14  #AIIM14   #AIIM14   Exploi'ng  SharePoint  2013  for  improved   “Findability”  of  People  and  Content   Christy  Clark   IT  Director,  Enterprise  Content  Management   ConocoPhillips  
  • 2. #AIIM14   Company  Profile   Global  Energy  Company   Exclusively  E&P   Worldwide  Presence   Opera'ng  Segments   ´  NYSE  Acker:  COP   ´  Headquartered  in  Houston,  Texas   ´  ~18,000  employees  worldwide   ´  OperaAons  and  acAviAes  in  29   countries   ´  ExploraAon  in  20  countries   ´  ProducAon  in  14  countries   ´  Proved  reserves  in  15  countries   ´  Explore  for,  produce,  transport  and   market  hydrocarbons   ´  Crude  oil,  natural  gas,  natural  gas   liquids  (NGL),  liquefied  natural  gas   (LNG)  and  bitumen     ´  Alaska   ´  Lower  48  &  LaAn  America   ´  Canada   ´  Europe   ´  Asia  Pacific  &  Middle  East   ´  Other  InternaAonal   As  of  Sept.  30,  2013  
  • 3. #AIIM14   Worldwide  Opera'ons   As  of  Nov.  1,  2013.  
  • 4. #AIIM14   SPIRIT  Values   Collabora'on  is  vital  to  our  success  as  an  agile  independent.    
  • 5. #AIIM14   COP  Isn’t  Unique   §  Lots  of  tools  –  legacy,  new,  different  versions,  not  integrated   §  Lots  of  content  -­‐  types,  sizes,  locaAons,  old   §  Confused  users!   S: drive Shared Windows   old  &  familiar   SharePoint   collabora-on   Livelink   reten-on/workflow   Email Personal WCM Shared Team Sites Shared NOEs Personal P: drive Personal “My Docs” Exchange   email  workflow   Email Public Folders Enterprise SharePoint   Extranet   Livelink   Extranet   Other Tools Specific Applications, Company Encyclopedia, Physical Documents, SAP, Social, etc. WCM  =  Internet  and  Intranet  
  • 6. #AIIM14   ECM  Strategy  is  Simple   Mobile   Cloud   Social   Trends   …but  we  must  remain  agile   Help  the  business  with….   Big  Data  
  • 7. #AIIM14   How  Do  We  Work  and  Collaborate?   Other  FuncAon  /  Discipline   Other  FuncAon  /  Discipline   Extranet   Other  FuncAon  /  Discipline  Other  FuncAon  /  Discipline   My  Business  Unit  /  FuncAon  /   Discipline   My  Networks   My  Interest  Groups   NETWORK  SITES   BUSINESS  UNIT  /  FUNCTION  SITE   TEAM  /  PROJECT  SITE   INTEREST  GROUP  SITES   EXTRANET  SITES   WORKGROUP   My  Working  Teams   My  Working  Teams   Me   Global   Local   Documents  (Int/Ext)  ApplicaAons   Images  /  Videos  Physical   Social   Records   Content  Sources   find put Email   Livelink,  MediaWiki,  SAP,  etc.  
  • 8. #AIIM14   SharePoint  Is  the  Preferred  Tool  for  Collabora'on,   Content  Management  and  Search   Legacy  Moderniza'on:  SharePoint  Upgrade  Roadmap   SharePoint  Version   2003   2007   2010   2013   Networks   Networks   Internet   cop.com   Intranet   Intranet   Collabora'on  Sites   (Dept,  Project,  Team)   Collabora'on  Sites   Extranet   Extranet   SharePoint  Search   SharePoint  Search   Migra'on  of  15K+    Sites   Enterprise   Search   2014/2015   TBD   TBD   Out-­‐of-­‐the  box   unless  cri-cal   business  need;   then  develop   against   SharePoint  2013   Best  Prac-ces;   cloud  in  future     Execu'on  Strategy  
  • 9. #AIIM14   ConocoPhillips  Intranet   •  SharePoint  2013  for  Enterprise  Search   •  Expanded  Scope   •  AddiAonal  Features   •  Integrated  Global  and  Local  Content   •  Red  Global;  Blue  Local   •  Cross-­‐site  Publishing   •  Templates  for  Consistency   •  Future  Launch  Pad  for  Personal  and   Social  Capabili'es   A  New  Way  of  Working   Global  (Loca'on)   Local   Local   Global  (Func'on)  
  • 10. #AIIM14   ConocoPhillips  Team  Sites  for   Collabora'on   Over  18  Composi'ons   Team  Site  Templates  Offer  a  Jumpstart  for  Organizing   and  Tagging  Content  to  Support   Predefined  Taxonomy  for  Dept  /  Org  Collabora'on   •  Top  leh  navigaAon  established  for  default  libraries   •  Libraries  preconfigured  with  content  types  to  provide  a   star%ng  point    for  managing  security  and  content   •  IntegraAon  with  OpenText  via  Webparts  to  surface  up   content  via  SharePoint     Intranet   Strategy  
  • 11. #AIIM14   Addi'onal  func'onality  selec'vely  developed:   •  Document  Center   •  Meta  Data  Inheritance   •  Document  Templates   •  Drop  Zone   Advancing  the  ECM  Strategy  with   SharePoint  Apps   Quick  Access  to  Documents   and  Informa'on  about  Site   Documents   Enable  Use  of  Document   Templates  as  Documents   are  Created     Examples  
  • 12. #AIIM14   Search  Is  Cri'cal  To  Success  of   ECM  Strategy   Analyze  &     Improve:   Refiners   Relevancy     Best  Bets   PromoAon   Addressable  Content  Sources   Business  Priori%zed,  Broad  Audience   Connectors   Full  Text  Index   Federate  External  Indices   Content  Enrichment     Taxonomies   Extractors     Tagging   SemanAc     Enrichment   Result  Preview  (enhanced)   Result  Refiners   Scope  Refiners   Saved  Query  &  Alert   Result  Security  Alert   Query  Analysis  &  Tuning   AcAvity  &  Persona  Tuning  (FuncAon,   LocaAon,  Social)   Query  /  Results   Documents  (Int/Ext)  ApplicaAons   Images  /  Videos  Physical   Email   Records   Content  Sources   Social   We  are  just  geLng  started!  
  • 13. #AIIM14   We  Have  Learned  From  Our   Experiences   §  Exploit  The  Investment;  Capitalize  on  the  Desire!   §  Governance  Must  Exist  –  Content  Ownership  &  Accountability!   §  Secured  Content  is  Expected  –  No  More  Default  Open  Access!   §  Features  &  FuncAonality  Abound  –  Take  Advantage  &  Train!       §  Some  CustomizaAon  Is  OK  –  But  Align  to  SharePoint  2013  Best  PracAces!   §  Always  Be  Thinking  About  What’s  Next!  –  Cloud,  Social,  Mobile…   §  Commit  To  A  Simple  Strategy  –  Eliminate  the  Complexity  and  Confusion!   Focus  on  …   When  it  comes  to  ECM  and  SharePoint…  
  • 14. www.aiim.org/infochaos   Do  YOU  understand  the  business     challenge  of  the  next  10  years?   This  ebook  from  AIIM  President   John  Mancini  explains.