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Innovative ECM with
SharePoint 2010
Description:
Microsoft's Legal & Corporate Affairs (LCA) Department recently won the Law
Technology News 2010 Innovation Award for its use of SharePoint as a technology
platform. Join Nishan DeSilva to hear how SharePoint is being leveraged within Microsoft
as a pervasive information management system and to learn best practices that drive end
user adoption while ensuring compliance with your information management policies.



Presented By:
Nishan DeSilva, Director of Information Management & Records Compliance
Carol Corneby, Senior SharePoint Architect




                                                     LCA Information Management
Overview
•   Introductions
•   Excitement About SharePoint 2010 at Microsoft LCA
•   Our Business Case
•   Why SharePoint 2010 is Better Than A Traditional ECM?
•   Our Design and Architecture
•   DEMO
•   LCA SharePoint 2010 Solution Model Framework
•   Our Roadmap Methodology
•   Lessons Learned!
•   What's Next




                                            LCA Information Management
Excitement Around SharePoint 2010
  in Microsoft, Legal & Corporate
      Affairs (LCA) Department


             VIDEO




                     LCA Information Management
Business Case




           LCA Information Management
LCA Information Management
Program
Our Vision:
Utilize SharePoint 2010 to deliver a compliance driven
document, records and contract management solutions that
contains flexible taxonomies which corresponds to practice-
level work




What is Information Management?
What is Information Management?
Information Management is how we create, collaborate, reuse, secure and retain our
 Information Management is how we create, collaborate, reuse, secure and retain our
information assets in a consistent, efficient and predictable way.
 information assets in a consistent, efficient and predictable way.




                    5                                    LCA Information Management
Program Goals




                LCA Information Management
Business Challenges




                      LCA Information Management
Deployment Philosophy




                    LCA Information Management
Why SharePoint 2010 is Better
Than A Traditional ECM?




                    LCA Information Management
Break the Silos




                  LCA Information Management
SharePoint as a DMS




                      LCA Information Management
SharePoint as a RMS

 In Place or Hybrid            Records Center




                Policy Management




                                    LCA Information Management
Our Methodology




                  LCA Information Management
Our Approach




    Site Taxonomy and Classification Taxonomy is designed simultaneously
           Lifecycle is incorporated into site design and classification




                                                 LCA Information Management
DEMO




       LCA Information Management
Key Partners
                                                   Best Change Management Tool Ever!
                                                         Senior Attorney, Worldwide Sales Group.




We are excited to transform our physical
records management systems to the
Cloud
             Sr. Program Manager, RM Operations




                                           Migrating our sites and keeping integrity of
                                           our records and metadata was simple!
                                                              SharePoint Solutions Manager,
                                                                            LCA Operations


                                                       LCA Information Management
Solution Framework

                                  Retention Policies




SharePoint Compliance Toolkit




                                LCA Information Management
Unified ECM
                         LCA                                                                     Enterprise

          Publishing Portal
              External
                                     IM Site Collections
                                                                            Microsoft
         Publishing Portal           With “In Place” RM                     Division      Microsoft
                                                                           SharePoint     Division       Microsoft Enterprise Portals
              Internal
                                                                             Farms       SharePoint     //SharePoint //portal //mysite
                                                                                           Farms




Link and Move to Record Center                                                                         Send to Record Center



     Term Store (Taxonomy)       FAST Search         Role Based Security      Managed Metadata        Information Management Policies




                                    NDAs       TAP         Other(s
              Physical                                        )                         E-mails, Scan Images and File
              Records                 Contracts Tools                                                         Shares



                                                                                        LCA Information Management
IM Program Roadmap




                                            19
                     LCA Information Management
Business Pilot Methodology




                                             20
                      LCA Information Management
Setting Funding Expectations
        Crawl          Walk                 Run




      FY11      FY12   FY13          FY14

                          LCA Information Management
Lessons Learned So Far…




                    LCA Information Management
What’s Next
What's Next:
 Launch SharePoint Compliance Site Factory

 Optimize Search with BA Insight and deploy simple business solutions from Bamboo

 Collaboration sites on Office 365

 Unified Records Management using SharePoint Record Center and Physical Records

Management in the Cloud with Iron Mountain

 Upgrading to Colligo 5.0




                                                      LCA Information Management
LCA Information Management

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Innovative ECM with SharePoint 2010

  • 1. Innovative ECM with SharePoint 2010 Description: Microsoft's Legal & Corporate Affairs (LCA) Department recently won the Law Technology News 2010 Innovation Award for its use of SharePoint as a technology platform. Join Nishan DeSilva to hear how SharePoint is being leveraged within Microsoft as a pervasive information management system and to learn best practices that drive end user adoption while ensuring compliance with your information management policies. Presented By: Nishan DeSilva, Director of Information Management & Records Compliance Carol Corneby, Senior SharePoint Architect LCA Information Management
  • 2. Overview • Introductions • Excitement About SharePoint 2010 at Microsoft LCA • Our Business Case • Why SharePoint 2010 is Better Than A Traditional ECM? • Our Design and Architecture • DEMO • LCA SharePoint 2010 Solution Model Framework • Our Roadmap Methodology • Lessons Learned! • What's Next LCA Information Management
  • 3. Excitement Around SharePoint 2010 in Microsoft, Legal & Corporate Affairs (LCA) Department VIDEO LCA Information Management
  • 4. Business Case LCA Information Management
  • 5. LCA Information Management Program Our Vision: Utilize SharePoint 2010 to deliver a compliance driven document, records and contract management solutions that contains flexible taxonomies which corresponds to practice- level work What is Information Management? What is Information Management? Information Management is how we create, collaborate, reuse, secure and retain our Information Management is how we create, collaborate, reuse, secure and retain our information assets in a consistent, efficient and predictable way. information assets in a consistent, efficient and predictable way. 5 LCA Information Management
  • 6. Program Goals LCA Information Management
  • 7. Business Challenges LCA Information Management
  • 8. Deployment Philosophy LCA Information Management
  • 9. Why SharePoint 2010 is Better Than A Traditional ECM? LCA Information Management
  • 10. Break the Silos LCA Information Management
  • 11. SharePoint as a DMS LCA Information Management
  • 12. SharePoint as a RMS In Place or Hybrid Records Center Policy Management LCA Information Management
  • 13. Our Methodology LCA Information Management
  • 14. Our Approach Site Taxonomy and Classification Taxonomy is designed simultaneously Lifecycle is incorporated into site design and classification LCA Information Management
  • 15. DEMO LCA Information Management
  • 16. Key Partners Best Change Management Tool Ever! Senior Attorney, Worldwide Sales Group. We are excited to transform our physical records management systems to the Cloud Sr. Program Manager, RM Operations Migrating our sites and keeping integrity of our records and metadata was simple! SharePoint Solutions Manager, LCA Operations LCA Information Management
  • 17. Solution Framework Retention Policies SharePoint Compliance Toolkit LCA Information Management
  • 18. Unified ECM LCA Enterprise Publishing Portal External IM Site Collections Microsoft Publishing Portal With “In Place” RM Division Microsoft SharePoint Division Microsoft Enterprise Portals Internal Farms SharePoint //SharePoint //portal //mysite Farms Link and Move to Record Center Send to Record Center Term Store (Taxonomy) FAST Search Role Based Security Managed Metadata Information Management Policies NDAs TAP Other(s Physical ) E-mails, Scan Images and File Records Contracts Tools Shares LCA Information Management
  • 19. IM Program Roadmap 19 LCA Information Management
  • 20. Business Pilot Methodology 20 LCA Information Management
  • 21. Setting Funding Expectations Crawl Walk Run FY11 FY12 FY13 FY14 LCA Information Management
  • 22. Lessons Learned So Far… LCA Information Management
  • 23. What’s Next What's Next: Launch SharePoint Compliance Site Factory Optimize Search with BA Insight and deploy simple business solutions from Bamboo Collaboration sites on Office 365 Unified Records Management using SharePoint Record Center and Physical Records Management in the Cloud with Iron Mountain Upgrading to Colligo 5.0 LCA Information Management