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

• Knows Some Stuff about SharePoint

• ECM Speaker and Author of Standards

• Has Acronyms, on the Board of AIIM
Who is CloudShare?

• On-Demand SharePoint Farms in the cloud

• Not-Multi Tenant Full Server Access

• Pre-Installed SharePoint

• For Dev/Testing/POC/Demos and Training
Logistics
• Define ECM

• ECM in SharePoint

• Talk the Talk

• Demo

• The Future
ECM is a methodology NOT a technology
If your migrating Shared Drives

    Your doing it WRONG!
Folders are the new F*$# word
ECM
• The term ECM is now OLD

• It’s the methodologies and process for capturing,
  storing, securing, and retrieving content.

• It makes your Information professionals
  – Work suck a little less
  – Spend less time finding content more time using it
  – Keeps your organization’s content secure and relevant
ECM
• Your 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
ECM in SharePoint
•   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
ECM in SharePoint



  Most of ECM in SharePoint is created
         outside of SharePoint
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
Talk the Talk
•   System of Record
•   System of Engagement
•   Information Architecture – Hierarchy
•   Records Management
•   Taxonomy
    – Functional
    – Regional
• eDiscovery
DEMO
What does the future hold

•   CMIS
•   SharePoint 15
•   Folders go away
•   A Focus on retrieval
Tips
•   Start Today
•   Don’t neglect Governance and Planning
•   Explain the value
•   Make friends
•   Crowd Source
•   Don’t foster bad habits ( workspaces, explorer view)
•   Let be flexible what can be, regulate the rest
•   Out-of-the box as much as possible
•   Don’t look for cookie cutter implementations
Resources

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

•   Records Management – www.arma.org

•   Ready Taxonomies – http://www.hoardinginformation.com
Call Me!


• Chris@CloudShare.com
• @HoardingInfo
We want your feedback!
                   Use this QR code or visit:
                   http://sps.la/feedback

                   Silver Sponsors:
Victory Lap- social event
"SharePoint Victory Lap" Social Event for SPSLA will be
                at: 5:30pm to 8pm at
    Di Piazzas (5205 E. Pacific Coast Hwy, 90804)

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SharePoint Meet ECM - SPSLA 2012

  • 1. SharePoint ECM Chris Riley, ECMp, IOAp, v-TSP Product Manager / Evangelist CloudShare, Inc. @HoardingInfo
  • 2. Why Chris? • Knows Some Stuff about SharePoint • ECM Speaker and Author of Standards • Has Acronyms, on the Board of AIIM
  • 3. Who is CloudShare? • On-Demand SharePoint Farms in the cloud • Not-Multi Tenant Full Server Access • Pre-Installed SharePoint • For Dev/Testing/POC/Demos and Training
  • 4. Logistics • Define ECM • ECM in SharePoint • Talk the Talk • Demo • The Future
  • 5. ECM is a methodology NOT a technology
  • 6. If your migrating Shared Drives Your doing it WRONG!
  • 7. Folders are the new F*$# word
  • 8. ECM • The term ECM is now OLD • It’s the methodologies and process for capturing, storing, securing, and retrieving content. • It makes your Information professionals – Work suck a little less – Spend less time finding content more time using it – Keeps your organization’s content secure and relevant
  • 9. ECM • Your 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
  • 10. ECM in SharePoint • 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
  • 11. ECM in SharePoint Most of ECM in SharePoint is created outside of SharePoint
  • 12. 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
  • 13. Talk the Talk • System of Record • System of Engagement • Information Architecture – Hierarchy • Records Management • Taxonomy – Functional – Regional • eDiscovery
  • 14. DEMO
  • 15. What does the future hold • CMIS • SharePoint 15 • Folders go away • A Focus on retrieval
  • 16. Tips • Start Today • Don’t neglect Governance and Planning • Explain the value • Make friends • Crowd Source • Don’t foster bad habits ( workspaces, explorer view) • Let be flexible what can be, regulate the rest • Out-of-the box as much as possible • Don’t look for cookie cutter implementations
  • 17. Resources • ECM & SharePoint - http://www.aiim.org/Community/SharePoint • Records Management – www.arma.org • Ready Taxonomies – http://www.hoardinginformation.com
  • 19. We want your feedback! Use this QR code or visit: http://sps.la/feedback Silver Sponsors:
  • 20. Victory Lap- social event "SharePoint Victory Lap" Social Event for SPSLA will be at: 5:30pm to 8pm at Di Piazzas (5205 E. Pacific Coast Hwy, 90804)

Notas do Editor

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