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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
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
Logistics
• Define ECM

• ECM in SharePoint

• Talk the Talk

• Demo

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

    You are doing it WRONG!
Folders are the new F*$# word
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
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
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
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
Ok. But Why?
DEMO
Tips
•   Plan for vNext
•   Start Today
•   Don’t neglect Governance and Planning
•   Explain the value
•   Make friends
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
What does the future hold

•   CMIS
•   SharePoint 15
•   Folders go away
•   A Focus on retrieval
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
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…..

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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
  • 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
  • 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
  • 22.
  • 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

  1. Introduction slide
  2. CMISCan Kodak help lead the way?Does Microsoft care?
  3. Conclusion slide
  4. Introduction slide