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Using SharePoint 2013 to Manage Records

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AIIM International
AIIM International

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

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#AIIM #AIIM The Global Community of Information Professionals Managing Records With SharePoint 2013 It IS possible!
#AIIM #AIIM The Global Community of Information Professionals AIIM Training shows the way.
#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?
#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?
#AIIM But SharePoint 2013 Changes Things . . . .
#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
#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
#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.
#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
#AIIM Don’t Just Take Our Word for It Dan Antion explains how he’s benefited from AIIM Training. Click here to watch.
#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
#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
#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

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Using SharePoint 2013 to Manage Records

  • 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?
  • 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

Notas do Editor

  1. Small more likely not to have “records”: 29% small, 19% mid. 17% largest. Otherwise similar numbers for custom, and stand alone.Usable for 56% smallest, 52% of mid and 40% of largest