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

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

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

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

6. ECM is a methodology NOT a technology

7. If you are migrating Shared Drives
You are doing it WRONG!

8. Folders are the new F*$# word

9. ECM
• The term ECM is now OLD
• It’s the methodologies and processes for
capturing, storing, securing, and retrieving
content.
• It makes your end-users
– Work suck a little less
– Spend less time finding content & more time using it
– Keeps your organization’s content secure and relevant

10. ECM
• 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

11. ECM in SharePoint
• Create a living Governance Plan
• Design a Taxonomy
• Setup Document ID service
• Plan for eDiscovery
• Setup content types and content type publishing
• Setup retention schedules per your file plan
• Enable records management in-place or records center
• Enable content audits
• All before a single document is uploaded

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

13. 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

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

15. Ok. But Why?

16. DEMO

17. Tips
• Plan for vNext
• Start Today
• Don’t neglect Governance and Planning
• Explain the value
• Make friends

18. Tips
• Crowd Source
• Don’t foster bad habits, i.e. workspaces
• Out-of-the-box as much as possible
• Don’t look for cookie cutter implementations

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

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

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

23. Join us right after the event at Firehouse Grill
for a free drink, kindly provided by AvePoint
and Rackspace! 1765 East Bayshore Road East
Palo Alto, CA 94303 (Next to Nordstrom Rack).
Drinks to be provided by…..