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SharePoint Meet ECM at #SPSSC
1.
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
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
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
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…..
Editor's Notes
Introduction slide
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